DeepSeek V4.1-Flash ships MIT open weights at $0.15 per million input tokens, cuts KV cache to 890 bytes per token and retires V4 Pro on September 14.
The BIS says AI capex financing risk is rising as hyperscaler spending outpaces cash flow and shifts into opaque debt and private credit.
Oracle layoffs 2026: up to 30,000 roles cut as $55.7B AI capex and negative $23.7B free cash flow force a debt-funded restructuring.
Doosan Fuel Cell's KRW 501.4 billion HyAxiom contract opens the US AI data center market, with PAFC systems shipping through 2028.
The Altera IPO could raise over $2 billion from a confidential filing, testing whether semiconductor listings have reopened for FPGA chip assets.
OpenAI Agents API enters public beta, hosting the Codex harness at no extra fee and shifting the enterprise build-versus-buy call on agent orchestration.
OpenAI backs mandatory national AI safety rules, urging Congress to act before December while 29 states enforce their own AI laws.
China's AI infrastructure plan commits $532 billion to reach 9,800 EFLOPS by 2030, with 100,000-card clusters built on domestic chips.
Skild AI S1 robot foundation model learns ten-minute tasks from one video with no fine-tuning. What its 66% success rate means for industrial buyers.
Amazon Quick desktop app reaches general availability on macOS and Windows, taking AWS's agentic assistant directly up against Microsoft 365 Copilot.
Nvidia is pitching AI compute as an investable asset class, pairing $279B in supply commitments with a $500B Wall Street financing push.
The Katzenberg AI video studio pairs Jeffrey Katzenberg with ex-Sora lead Bill Peebles and ex-Dropbox CFO Sujay Jaswa to build video models for filmmakers.
EU Cyber Resilience Act reporting starts September 11, 2026, with a 24-hour vulnerability clock, an unproven ENISA portal and no rules for AI agents.
Newsom signed California AI audit laws SB 813 and AB 1405, creating a state auditor registry backed by OpenAI and Anthropic, and pressed for federal rules.
The CDAO awarded Red Cell Partners a $100M OTA to test Pentagon shared savings AI contracts, paying vendors only from costs they eliminate.
