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A Memory Shortage Triggered $950B in AI Deals

A Memory Shortage Triggered $950B in AI Deals

Nvidia, SK Group, Samsung and Broadcom signed close to a trillion dollars in AI chip and memory deals in San Francisco, and the memory shortage behind them means someone outside the room ends up paying.

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Models

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POCKET-35B

POCKET-35B

VIDRAFT quantizes its Darwin-36B-Opus MoE model into a 35B GGUF that runs on stock llama.cpp with no GPU, trading GPQA Diamond score for CPU and phone portability.

Claude Opus 5

Claude Opus 5

Anthropic's July 2026 release prices near-Fable-5 coding and agentic performance at Opus 4.8 rates, doubling Frontier-Bench scores and landing within 0.5 points of Fable 5 on CursorBench at half the cost.

SWE-1.7

SWE-1.7

Cognition's proprietary coding model powering Devin, scoring 42.3% on FrontierCode 1.1 Main at $1.97/task via Cerebras inference at 1000 tokens/sec.

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Italian-Legal-BERT

Italian-Legal-BERT

Italian-Legal-BERT is a 110M-parameter domain-adapted BERT model for Italian legal NLP, trained on 3.7GB of court decisions from Italy's National Jurisprudential Archive.

Antigravity Pro Users Hit Multi-Day Quota Lockouts

Antigravity Pro Users Hit Multi-Day Quota Lockouts

Google Antigravity Pro subscribers report 5-7 day lockouts on premium models after quota changes replaced five-hour refreshes with weekly caps and AI credit overages, sparking backlash across developer forums.

Reasoning Traps, LLM Chaos, and Steering Curves

Reasoning Traps, LLM Chaos, and Steering Curves

Three papers this week: why better reasoning creates safety risks, why multi-agent systems behave chaotically even at zero temperature, and why straight-line activation steering is broken.

NVIDIA Nemotron 3 Super 120B-A12B

NVIDIA Nemotron 3 Super 120B-A12B

NVIDIA Nemotron 3 Super is a 120B-parameter open model with 12B active at inference, combining Mamba-2, LatentMoE, and Multi-Token Prediction for agentic workloads with a 1M token context window.