AI business weekly roundup: Nvidia's $250B OpenAI guarantee, the frontier model race, EU AI Act deadlines, robotaxi safety, and China's chip push.
Anthropic's Claude sandbox escape exposed real-world systems during cyber evals, the second frontier-lab breach in two weeks. Enterprise analysis.
The AI capex reckoning split Big Tech: Microsoft jumped 15% as Meta's free cash flow collapsed to $784M. Cash conversion is now the test for every AI spender.
The Moonshot AI funding round closed at $3.5B and a $35B valuation, double its target, with a $50B pre-money follow-on ahead of a Hong Kong IPO.
OpenAI's ChatGPT for Academic Researchers gives 100,000 scientists free frontier models. I argue the $250M program is a strategic bid for academic mindshare.
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Samsung Q2 2026 results show record KRW 171.5 trillion revenue and KRW 89.5 trillion operating profit, driven by AI server memory demand.
Google DeepMind's Gemini Robotics ER 2 enables robots to understand video, collaborate with other robots, and chat with humans. Available via the Gemini API.
OpenAI cuts GPT-5.6 Luna pricing 80% to $0.20/M tokens as enterprise cost sensitivity and competition from Google, Microsoft, and Chinese startups reshape the AI market.
OpenAI and Anthropic collaborate to shape federal AI review thresholds applying to rivals Meta and xAI ahead of the August 1 deadline under Executive Order 14409.
A $1.6 billion SpaceX Space Force contract funds 18 Falcon 9 launches for military sensing satellites through 2027, expanding the company's Pentagon role.
The EU AI gigafactories programme commits €30 billion for seven compute hubs across Europe, aiming to close the AI infrastructure gap with the US and China.
Amazon's AI strategy overhaul winds down most Nova models including Premier, Omni, Reel, and Canvas to focus resources on a single frontier model led by Pieter Abbeel.
The $14 billion AMD Core Scientific deal secures 2.5 GW of AI data center capacity, signaling AMD's push for independent infrastructure outside the Nvidia-hyperscaler axis.
Rep. Kevin Mullin's AV Emergency Response Coordination Act would require robotaxi operators to provide 24/7 hotlines, geofencing, and standardized emergency protocols after Waymo blocked first responders.
SpaceX Starmind satellites face scientific and regulatory opposition over atmospheric impacts as FAA moves to waive environmental rules.
