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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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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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CoT Control, Hidden Beliefs, and Dynamic Agent Benchmarks

CoT Control, Hidden Beliefs, and Dynamic Agent Benchmarks

New research shows reasoning models can't suppress their chain-of-thought, that they commit to answers internally long before their CoT reveals it, and that static benchmarks are inadequate for measuring real-world agent adaptability.

Anthropic Tracks AI Job Risk - Young Workers Feel It First

Anthropic Tracks AI Job Risk - Young Workers Feel It First

Anthropic's new 'observed exposure' metric ranks 800+ occupations by actual AI usage, not just theoretical risk. Computer programmers top the list at 75%. Unemployment hasn't spiked - but young workers entering exposed fields are finding fewer jobs.