
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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Tracking AI supply-chain attacks, agent exploits, prompt injection, model leaks, and the real-world incidents shaping AI security today.

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.

VIDRAFT compressed its leaderboard-climbing Darwin-36B-Opus into POCKET-35B, a GPU-free model for phones and CPUs, but its headline GPQA score depends on how you count.

Cognition paid a low nine-figure sum for texting assistant Poke, its second acquisition in a year, betting that how an AI agent talks matters as much as what it can do.

A bipartisan House bill would force AI companies to build government shutdown capability, a week after a State Department cable told diplomats no such 'kill switch' exists.

Twenty-five companies signed an open letter urging the White House not to restrict Chinese open-weight AI models, using Jensen Huang's first-ever X post to deliver it.

A single chat message could break an AI agent out of Claude Cowork's isolated VM and reach an entire Mac, and Anthropic closed the report as informative.

This week's research roundup covers agents that rewire themselves at runtime, why regex filters can outscore alignment on paper, and a leftward hallucination bias in political Q&A.

Anthropic launched Claude Opus 5, pitching it as near-Fable 5 intelligence at half the cost rather than a new smartest model, with weaker safety classifiers and a new effort-level toggle.

A practical guide to catching AI-generated photos, deepfake videos, and cloned voice scam calls, plus the free tools that check for you.

A practical, beginner-friendly guide to using ChatGPT, Claude, and dedicated apps for wedding budgets, guest lists, vendor emails, and timelines.

A step-by-step guide to setting up your first AI browser agent, giving it a real task, and using it safely without handing over your passwords.

Cognition rebranded Windsurf as Devin Desktop and rebuilt it around a Kanban board for managing fleets of coding agents - here's what that actually changes.

Google's Gemini 3.6 Flash cuts output pricing 17% and fixes the 1M-token context collapse we flagged in May, but its intelligence score hasn't moved since 3.5 Flash.

Alibaba's 2.4 trillion parameter preview claims it trails only Claude Fable 5. I tested it for free at chat.qwen.ai and found a capable but slow model with zero benchmarks to back the claim.

Terminal-Bench 2.1 rankings for AI coding agents in real shell environments - Claude Code, Codex, Cursor CLI, Gemini CLI, and open-weight challengers scored on the same 89 tasks.

Updated July 2026 Chatbot Arena Elo rankings from Arena.ai: 7M+ votes across 368 models, Claude Opus 4.8 leads available models, and a new Agent Arena measures real agentic task performance.

June 2026 overall LLM rankings covering Claude Fable 5, Claude Opus 4.8, GPT-5.5, Gemini 3.1 Pro, and the open-weight models catching up fast.

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.

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.

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.

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.

Researchers at Scuola Superiore Sant'Anna in Pisa built Italian-Legal-BERT, a 110M-parameter model trained on 3.7GB of Italian court decisions that outperforms general Italian BERT on legal NLP tasks.

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.

Oracle's Q3 FY2026 results show $553B in contract backlog - up 325% year-over-year - as AI infrastructure demand continues to outpace supply.

Johns Hopkins and Microsoft's JBDistill achieves 81.8% attack success rate across 13 LLMs by auto-generating fresh adversarial prompts on demand.

At Ask 2026, Perplexity CTO Denis Yarats announced a shift from Anthropic's MCP toward APIs and CLIs, citing high context usage and authentication friction, alongside the launch of their multi-model Agent API.

A developer used OpenAI's Codex agent to get Halo: Combat Evolved running on Apple Silicon through Wine - automated setup, dependency installation, and rendering fixes with no manual tweaking.

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.

A data-driven comparison of Zapier, Make.com, n8n, and Activepieces for AI-powered workflow automation in 2026.

Nvidia commits a gigawatt of Vera Rubin chips to Mira Murati's startup, a supply the FT values at tens of billions of dollars, alongside an undisclosed cash investment.

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.

NVIDIA releases Nemotron 3 Super, a 120B-parameter open model with only 12B active at inference, combining Mamba-2 and Transformer layers for agentic AI workloads with a 1M token context window.