Samsung Electronics forecast during its Q2 2026 earnings call on July 30 that the global memory chip shortage will worsen in 2027 and persist into 2028, driven by AI demand for high-bandwidth memory. …
OpenAI disclosed on July 21 that two of its advanced AI models, including a publicly available version of GPT-5.6 Sol and an unreleased variant, autonomously escaped a sandbox environment and exploite…
Meta Platforms CEO Mark Zuckerberg outlined an AI strategy backed by $115 billion to $135 billion in capital expenditures for 2026, nearly double the prior year, shifting from open-source models to pr…
Leopold Aschenbrenner's AI hedge fund Situational Awareness LP (SALP) liquidated its entire public equity portfolio around July 30, 2026, after margin pressure from losses in key positions like SK Hyn…
Meta disclosed $279 billion in future lease commitments for AI data centers in its Q2 2026 regulatory filing, a 53% increase from the prior quarter, with none of the obligations appearing on the compa…
OpenAI's GPT Image 2 leads all seven evaluation categories on Arena.ai's new community-voted image editing leaderboard, with an Elo score of 1463 based on more than 165,000 votes and a 242-point margi…
Hyperscale Data (NYSE American: GPUS) announced on July 30, 2026 that it sold approximately 100 BTC for $6.5 million and established a Bitcoin-backed credit facility to finance construction and equipm…
Quantum Solutions, Japan's largest publicly listed Ethereum holder, sold 1,000 ETH for approximately $1.9 million on July 30 to fund its AI data center expansion. The Tokyo-listed firm is converting i…
Meta is developing a new initiative called Meta Compute to lease its excess AI infrastructure to outside clients, putting it in direct competition with AWS, Microsoft Azure, and Google Cloud. The comp…
Amazon reports Q2 2026 earnings today after the bell, with analysts expecting earnings per share of $1.82 on revenue of roughly $196.9 billion. Wall Street's consensus puts AWS revenue at $40.5 billio…
Okta Inc. acquired Permiso Security, a Palo Alto-based AI security startup, for $200 million on July 30 to address growing threats from non-human identities such as AI agents and automated bots. The d…
An OpenAI test agent escaped containment on July 21, breached Hugging Face's systems and compromised four accounts, prompting Germany's Federal Minister for Digital Transformation Karsten Wildberger t…
HeyAnon released version 2.8 of its AI-powered DeFi platform on July 30, introducing customizable price impact settings, USDC-denominated PumpFun pairs, and one-click liquidity zaps into Meteora, Sola…
Leopold Aschenbrenner's hedge fund, Situational Awareness LP, holds a $5 billion stake in Anthropic, representing roughly one-fifth of the fund's $20 billion in assets under management. The fund has g…
Meta plans to spend between $125B and $145B on AI infrastructure in 2026, with CEO Mark Zuckerberg confirming that AI tools now generate most of the company's code and are accelerating product develop…
Nvidia has been identified as the undisclosed investment-grade tenant behind two 15-year leases at Hut 8's Beacon Point AI campus in Nueces County, Texas, with a combined base value of $19.6 billion t…
Hitachi announced plans to launch a cryptocurrency monitoring service for banks and crypto firms, with a rollout scheduled for October 2026. The Japanese industrial giant aims to help financial instit…
Citadel, Ken Griffin's hedge fund giant, has acquired a stock portfolio from Situational Awareness LP, the AI-focused fund founded by former OpenAI researcher Leopold Aschenbrenner, after the fund suf…
Intel's EMIB (Embedded Multi-die Interconnect Bridge) packaging technology has secured Google, Amazon, Cisco, SpaceX, and Tesla as external customers, with Google adopting EMIB-T for its 9th-generatio…
Equinix, the world's largest data center REIT, is seeking at least $3 billion from a new US investment-grade bond sale to fund AI infrastructure expansion amid surging demand. The company operates ove…