AI News

Latest updates from the world of artificial intelligence

TSMC's Record Quarter: $39.6B as AI Demand Rewrites the Chip Calendar
Companies

TSMC's Record Quarter: $39.6B as AI Demand Rewrites the Chip Calendar

The foundry behind Nvidia's GPUs and Apple's silicon posted an all-time record quarter — NT$1.27 trillion (~$39.6B), up 36% — with June sales rising when they usually dip. The AI buildout no longer follows the consumer calendar.

TechTimes

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Big Software Strikes Back: Five Giants Launch ARD, a Rival to Anthropic's MCP
Companies

Big Software Strikes Back: Five Giants Launch ARD, a Rival to Anthropic's MCP

Google, Microsoft, Salesforce, ServiceNow and Snowflake agreed to back ARD — a shared standard for wiring AI agents into business software — framed as "complementary" to Anthropic's MCP, but plainly a bid to stop building on a competitor's foundation.

Crypto Briefing

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Apple Sues OpenAI for Trade-Secret Theft: "At Every Level," Says the Complaint
Companies

Apple Sues OpenAI for Trade-Secret Theft: "At Every Level," Says the Complaint

Apple filed a blockbuster suit in federal court claiming OpenAI systematically stole its hardware secrets — 400+ ex-Apple employees, "show and tell" interviews with real parts, and an engineer who allegedly kept his Apple laptop and kept downloading.

CNBC

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SK Hynix Rings the Nasdaq Bell: a $28B Debut That Crowns AI's Memory King
Companies

SK Hynix Rings the Nasdaq Bell: a $28B Debut That Crowns AI's Memory King

Nvidia's most important memory supplier began trading on Nasdaq as SKHY, raising about $28 billion — the largest ADR offering in Wall Street history — with the proceeds earmarked for fabs, EUV machines, and the HBM4 that feeds Vera Rubin.

Yahoo Finance

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OpenAI's GPT-Live Makes ChatGPT Talk Like a Person — It Listens While It Speaks
Products

OpenAI's GPT-Live Makes ChatGPT Talk Like a Person — It Listens While It Speaks

GPT-Live replaces ChatGPT's turn-based voice with a full-duplex model that listens and speaks at once — it says "mhmm," handles interruptions, stays quiet when you think, and quietly hands hard questions to a frontier model in the background.

OpenAI

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GPT-5.6 Launches After a Government Delay — and Sol Tops the Coding Charts
Models

GPT-5.6 Launches After a Government Delay — and Sol Tops the Coding Charts

OpenAI shipped GPT-5.6 on July 9 as a three-tier family — Sol, Terra, Luna — after a US-government delay. Sol tops TerminalBench 2.1 at 91.9% and is ~54% more token-efficient on agentic coding, though Anthropic's Fable 5 still leads SWE-Bench Pro.

OpenAI

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Geneva's 'AI for Good' Summit Opens With a New Global Governance Commission
Industry

Geneva's 'AI for Good' Summit Opens With a New Global Governance Commission

The ITU's AI for Good Global Summit takes over Geneva this week, and its Centre Stage opens July 8 with the inaugural meeting of a new 40+ member Global Commission — co-chaired by Rwanda's president and Salesforce's Marc Benioff.

ITU

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Anthropic Signs a $19 Billion, 20-Year Data-Center Lease With TeraWulf
Companies

Anthropic Signs a $19 Billion, 20-Year Data-Center Lease With TeraWulf

A former Bitcoin miner just became an AI landlord: TeraWulf signed a 20-year lease with Anthropic for up to 401 MW at its Kentucky campus, worth about $19 billion — as Anthropic races to lock up compute ahead of its October IPO.

CNBC

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Tesla Caps Employee AI Spending at $200 a Week — but Exempts Musk's Grok
Industry

Tesla Caps Employee AI Spending at $200 a Week — but Exempts Musk's Grok

From July 6, Tesla limits employees to $200 a week on AI tools after engineers burned thousands in tokens — but the cap conveniently exempts Musk's own xAI products, Grok and Composer.

The Information

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Anthropic Launches Claude Science and Its Own Drug-Discovery Program
Research

Anthropic Launches Claude Science and Its Own Drug-Discovery Program

Anthropic has launched Claude Science, an AI workbench with 60+ preconfigured tools for genomics, proteomics and chemistry — and is starting its own in-house drug-discovery program aimed at neglected diseases.

Anthropic

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U.S. LABOR MARKET · JUNE 2026+57,000payrolls added in June — about half of the ~115K economists forecastMARAPRMAYJUNUnemployment 4.2%AI cited in ~102,000 cuts YTDBITSMINDS.COM
Industry

AI Job Cuts Mount as June Payrolls Rise Just 57,000

U.S. employers added just 57,000 jobs in June — about half of forecasts — as unemployment slipped to 4.2%. With AI now cited in some 102,000 layoff announcements this year, the report sharpens the debate over how much of the hiring stall is artificial intelligence and how much is cover for restructuring.

U.S. Bureau of Labor Statistics

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AI INFRASTRUCTURE · $3B RAISECrusoeReportedly raising ~$3B — tripling its value in nine months~$10BOCT 2025~$30BREPORTED VALUATION · JUL 2026Compute for Microsoft · Oracle · OpenAI · MetaBITSMINDS.COM
Companies

Crusoe in Talks to Raise $3B at a $30B Valuation

Crusoe, the data-center builder behind AI compute for Microsoft, Oracle, OpenAI and Meta, is reportedly in talks to raise about $3 billion — a round that could value it near $30 billion, nearly triple its October mark and a fresh signal of how hard capital is chasing AI infrastructure.

Bloomberg

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MEITUAN · OPEN-WEIGHT CODING MODEL LongCat-2.0 1.6-trillion-parameter MoE Trained and served end-to-end on ≈50,000 domestic chips — zero Nvidia GPUs. SWE-bench Pro 59.5 1M context From $0.30 / 1M 50,000 DOMESTIC CHIPS 0 × NVIDIA BITSMINDS.COM
Models

LongCat-2.0: A 1.6T Coding Model Trained on Chinese Chips

Meituan open-sourced LongCat-2.0 on June 30 — a 1.6-trillion-parameter mixture-of-experts coding model trained and served end to end on more than 50,000 Chinese-made chips, with no Nvidia hardware in the loop. After two months quietly topping OpenRouter under the alias “Owl Alpha,” the MIT-licensed model claims 59.5% on SWE-bench Pro at a fraction of GPT-5.5’s price.

VentureBeat

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FUNDING · HOMEBUILDING AIHigharc Raises $95M Series CTurning house plans into structured data for AI$95MSeries C$170MRaised to dateLed by Insight Partners · new AI Estimating tie-up with US LBMBITSMINDS.COM
Companies

Higharc Raises $95M to Scale AI for Homebuilding

Higharc, which turns new homes into structured 3D spatial databases, raised a $95M Series C led by Insight Partners, pushing total funding past $170M. It also launched AI Estimating for materials distributors with US LBM as the first partner — extending its platform from design into the supply chain.

PR Newswire

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FUNDING · OPEN-MODEL CLOUDTogether AI Raises $800MA Series C that more than doubles its valuation$3.3BEarly 2025$8.3BJuly 20262.5×Led by Aramco Ventures · Nvidia, General Catalyst, Salesforce · $1.15B annual bookingsBITSMINDS.COM
Companies

Together AI Raises $800M at an $8.3B Valuation

Together AI, the cloud platform for training and serving open-source models, closed an $800M Series C at an $8.3B valuation — more than double its early-2025 mark. Aramco Ventures led, with Nvidia joining, as the company posts $1.15B in annual bookings serving customers like Cursor and Cognition.

Tech Startups

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FUNDING · PRIVACY-FIRST AIVenice AI Joins the UnicornsA $65M Series A led by Dragonfly — its first outside raise$65MSeries A$1BValuation$70MAnnual revenue3MActive usersEncrypted prompts, no data stored · 200+ open and closed modelsBITSMINDS.COM
Companies

Venice AI Joins the Unicorns With a $65M Raise

Venice AI, a privacy-first platform that routes prompts through 200+ models without storing any data, raised a $65M Series A at a $1B valuation led by Dragonfly — its first outside funding. The two-year-old startup is already profitable, with 3M users and $70M+ in annualized revenue.

TechCrunch

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CLOUDFLARE · NEW AI CRAWLER RULESCloudflare Redraws the Line on AI CrawlersTraining and Agent bots blocked by default on ad pages from Sept 15SearchIndexes your content to answer questionsALLOWEDAgentActs in real time on a person's behalfBLOCKEDTrainingPermanently absorbs your contentBLOCKEDNew defaults apply to ad-supported pages · owners can opt out any timeBITSMINDS.COM
Industry

Cloudflare Redraws the Line on AI Crawlers

Cloudflare will sort AI bots into three behaviors — Search, Agent, and Training — and from September 15 block Training and Agent crawlers by default on ad-supported pages. Multi-purpose crawlers like Googlebot get judged by all their behaviors, forcing operators to separate indexing from ingestion.

Cloudflare

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ANTHROPIC · CLAUDE FOR SCIENCEA research workbench built on ClaudeLiterature, HPC compute, and reproducible figures in one place.PDB · UniProtNVIDIA BioNeMo60+ skillsReviewer agentBITSMINDS.COMSource: Anthropic
Products

Anthropic Launches Claude Science, an AI Lab Workbench

Anthropic launched Claude Science on June 30 — a beta research workbench that unifies literature review, HPC compute, and reproducible, publication-ready figures. It ships with 60+ scientific skills, connectors to databases like PDB and UniProt, an NVIDIA BioNeMo integration, and a reviewer agent that checks its own citations.

Anthropic

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U.S. LIFTS THE EXPORT BANFable 5 and Mythos 5 cleared to returnAccess restored today — 18 days after a national-security shutdown.CLAUDEFABLE 5RESTOREDCLAUDEMYTHOS 5RESTOREDSUSPENDED JUN 12 · RESTORED JUL 1 · 18 DAYS DARKBITSMINDS.COMSource: CNBC
Companies

U.S. Lifts Export Ban on Claude Fable 5 and Mythos 5

The Commerce Department has lifted the export controls that forced Anthropic to pull Claude Fable 5 and Mythos 5 offline worldwide, ending an 18-day standoff. Anthropic began restoring access on July 1 — the first reversal of a U.S. national-security shutdown of a frontier AI model, and it comes with new reporting obligations attached.

CNBC

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GEMINI 3.5 PRO · GENERAL AVAILABILITYGoogle’s June deadline slips to JulyJUNE 202630TARGET MISSEDJULY 2026NEW WINDOWGoogle cites token-efficiency and long-horizon tuning after early-tester feedback.BITSMINDS.COMSource: TechTimes
Models

Gemini 3.5 Pro Slips to July as Google Misses Deadline

Google let its self-imposed June deadline for Gemini 3.5 Pro pass without a launch, and now says the frontier model will reach general availability in July. The company points to token-efficiency and long-horizon agentic tuning — even as a wave of senior DeepMind researchers heads for the exits.

TechTimes

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ANTHROPIC · NEW MODELClaude Sonnet 5Near-Opus coding at intro $2 / $10 per million tokens58.1Sonnet 4.663.2Sonnet 569.2Opus 4.8Agentic coding benchmark · SWE-bench Pro (%)BITSMINDS.COM
Models

Claude Sonnet 5 Lands, Closing In on Opus 4.8

Anthropic released Claude Sonnet 5 on June 30 — its most agentic mid-tier model yet, scoring 63.2% on SWE-bench Pro and matching Opus 4.8 on some knowledge work, with introductory pricing of $2/$10 per million tokens. It is now the default model on Claude’s Free and Pro plans.

Anthropic

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ENTERPRISE AI · SERIES A$135M for the Software FactoryChamath Palihapitiya’s 8090 Labs raises a Salesforce-led round« »Raw promptSoftware FactoryProduction code{ }BITSMINDS.COM
Companies

8090 Labs Raises $135M, Chamath Steps In as CEO

Chamath Palihapitiya’s 8090 Labs landed a $135 million Series A led by Salesforce Ventures — and the famed investor named himself chief executive, betting enterprises in regulated industries want a governed “Software Factory,” not another coding co-pilot.

TechCrunch

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Ornith-1.0 cracks the open-weights coding race SWE-Bench Verified (% resolved) · MIT license · 9B / 31B / 35B / 397B 87.6 Opus 4.8 82.4 Ornith-1.0 397B 80.8 Opus 4.7 OPEN WEIGHTS BITSMINDS.COM
Models

Ornith-1.0: Open Coding Models That Self-Scaffold

DeepReinforce has open-sourced Ornith-1.0, an MIT-licensed family of coding models (9B to 397B) that learn to write their own agent scaffolds during reinforcement training. The 397B flagship resolves 82.4% of SWE-Bench Verified issues — second only to Claude Opus 4.8 — while the 9B model runs on a single 80GB GPU, putting frontier-class agentic coding within reach of self-hosters.

MarkTechPost

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KEEPING RIVAL AI OUT OF THE CODEBASE META TRAINING DATA Claude Code Codex Engineers barred from using rival model outputs to build or test Meta’s AI BITSMINDS.COM
Companies

Meta Bars Engineers From Using Claude Code and Codex

Meta has restricted its engineers from using Anthropic’s Claude Code and OpenAI’s Codex — and temporarily halted some work with them — over fears that rival model outputs could leak into its own training data. Internal memos reported by The Information warn of “serious escalations” with partner companies, as Meta builds its own coding assistant and the industry’s distillation disputes escalate.

The Decoder

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