InAgent achieves 90.2% on OSWorld: the computer-use agent gap narrows for the Chinese stack
A Chinese CUA becomes the first to surpass 90% on OSWorld. The gap with US frontier labs is now a harness gap, not a model gap.
5 h ago 5 6
August 2, 2026: The AI Act GPAI becomes enforceable – day one of a still under-equipped regime
Since today, transparency in training, disclosure of protected sourcing, and systemic risk management are no longer recommendations but legal obligations for general-purpose AI models. The question remains whether the AI Office, barely established, will be able to translate this mandate into case law—under the explicit threat of an American response.
17 h ago 9 12
PJM will reduce data center operations to prevent the largest US grid from failing
The operator of the largest US power grid, PJM, is preparing to briefly cut power to data centers to avoid blackouts. The pace of GPU installations is outstripping the grid - rationing is becoming the adjustment.
Jul 28, 2026 at 20:57 9 8
Nvidia's $1.5B Amkor deal: the US packaging leg finally gets its capex
Nvidia signs $1.5B with Amkor for advanced packaging in the United States. The compute AI bottleneck rises one notch towards the sovereignty of the back-end.
Jul 26, 2026 at 18:40 8 9
Korea-US $950B: the AI supercycle signs its most political contract yet
Three days of meetings in Seoul and San Francisco result in a Korea-US package valued by ETNews at ~$950B. The `korea-ai-supercycle` thread moves from signal to lock.
Jul 26, 2026 at 18:40 14 11
UK AISI and CAISI publish first joint cyber assessment of Kimi K3
The NIST website hosts a preliminary joint assessment by UK AI Safety Institute and CAISI (US) of Kimi K3's cyber capabilities - the first formal cross-Atlantic evaluation of a Chinese open-weight frontier model.
Jul 25, 2026 at 10:27 10 11
Nvidia signs $1.5B with Amkor: US advanced packaging becomes an AI compute hub
Nvidia commits $1.5 billion with Amkor for advanced AI chip packaging in Peoria (Arizona). One of the first public commitments of this size for a back-end located outside the TSMC / ASE Taiwan duo.
Jul 24, 2026 at 21:02 10 10
Thailand: +37% of investment requests in H1, driven by the AI wave
The Thai BOI rakes in a record first half - the country becomes a credible landing spot for AI/datacenter projects on the sidelines of the US-China duel.
Jul 24, 2026 at 09:33 13 9
US House vote to restrict Chinese humanoid robots: the militarization of dual-use
The debate was shifting from industrial robotics to the geopolitical stage; the House vote officially places it there, with a cascading effect on Unitree, AgiBot, and XPeng.
Jul 24, 2026 at 09:33 11 8
Nvidia secures $1.5B in packaging from Amkor: the TSMC squeeze spreads
The agreement signals that the bottleneck of the AI rush is moving downstream, from the advanced wafer (TSMC) to assembly - and that Nvidia is securing its US queue upstream of the queue.
Jul 24, 2026 at 09:33 7 8
Washington threatens to sanction Chinese AI startups after the release of Moonshot
Nikkei Asia reports US threats of sanctions against Chinese AI startups after the Moonshot release - access control becomes primary sanction.
Jul 23, 2026 at 07:45 11 11
US threatens sanctions on Chinese AI models over IP theft - the frontier-access debate turns geopolitical
Washington threatens sanctions against Chinese models for intellectual property theft. The question of controlling access to frontier technologies shifts from technical to diplomatic.
Jul 22, 2026 at 12:41 13 9