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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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China Maps AI Dominance in $70B Five-Year Plan

China Maps AI Dominance in $70B Five-Year Plan

China's National People's Congress opens this week with a 15th Five-Year Plan that puts $70 billion in semiconductor subsidies and AI-plus manufacturing at the center of its tech race with the West.

Trump's Plan to Kill State AI Laws Splits the GOP

Trump's Plan to Kill State AI Laws Splits the GOP

Trump's executive order threatens to sue any state that regulates AI, but Republican governors, Heritage Foundation allies, and grassroots conservatives are pushing back hard - with Florida's AI Bill of Rights as the test case.

Qwen3.5-0.8B

Qwen3.5-0.8B

Qwen3.5-0.8B is the smallest natively multimodal model in the Qwen 3.5 family - 0.8B parameters handling text, images, and video with 262K context. MathVista 62.2, OCRBench 74.5. Apache 2.0.

Qwen3.5-2B

Qwen3.5-2B

Qwen3.5-2B is a 2B dense multimodal model with 262K context, thinking mode, and native vision including video understanding. OCRBench 84.5, VideoMME 75.6. Apache 2.0 licensed.