Situational Awareness drops 67% in a month: the trial of the true believers
A Situational Awareness investment vehicle loses two-thirds of its value in a month during the July AI rout.
yesterday 17 20
Korean banks pivot to 'AI vs AI' after the Hugging Face lesson
The big four Korean financial groups roll out AI-native defensive stacks - Woori's Xint, Hana's HASF, Shinhan's generative pentests, KB in build - as the OpenAI-Hugging Face incident becomes the industry's proof point.
Jul 29, 2026 at 12:46 14 11
SK Hynix eyes record Q2 profit on AI memory boom - the memory cycle enters its blow-off top
SK Hynix is guiding to a record Q2 profit driven by AI memory demand. The Korean memory oligopolist is now the cleanest single proxy on HBM pricing power.
Jul 27, 2026 at 10:17 10 11
SK Hynix Q2 record: memory is where the AI capex pinch prints first
SK Hynix aims for a record Q2 profit - 57% of the HBM AI-server market according to Tech in Asia - and becomes de facto the 2nd largest shareholder of Kioxia, without voting rights for now. The HBM constraint becomes the clock of the token cost 2027-2028.
Jul 26, 2026 at 18:40 12 8
Anduril in talks at $100B: defense-tech becomes the second flywheel of AI capital
Tech in Asia reports on 25 July that Anduril is discussing a $100B valuation. Defense-tech is professionalizing into a genuine asset class - fed by the same capital that funds AI.
Jul 25, 2026 at 10:28 10 11
Blackstone: +26% in Q2, driven by AI bets - patient capital comes into play
The private equity giant is saying what the VC scene has been asserting for 18 months - AI is no longer a theme, it's an asset class.
Jul 24, 2026 at 09:33 12 10
Washington accuses Moonshot of having used restricted Nvidia chips
The accusation formalizes what regulators suspected - and shifts the debate from frontier access to material traceability.
Jul 24, 2026 at 09:33 8 8
Reddit falls on the stock market following a report on restricting data access to Google AI
Reddit's stock drops after a report suggests potential restrictions on Google AI's access to its data - the data contract becomes the central issue in its valuation.
Jul 23, 2026 at 07:42 14 13
Samsung eyes $1.1B into Mistral: the strategic-corporate leg of the open-model economics story
Samsung is reportedly close to investing $1.1 billion in Mistral. This is no longer a VC thesis: it's an OEM buying a foothold on the open frontier.
Jul 22, 2026 at 12:41 14 8
Kyushu becomes finance-industrial: Japan's Silicon Island pulls in the capital stack
Japanese financial groups are relocating to Kyushu around the TSMC/Rapidus cluster - the physical proof that a compute hub is also a capital hub, and the constraint that follows.
Jul 18, 2026 at 11:11 18 8
Kimi K3 pricing: China's frontier goes premium, ends the race-to-the-bottom
Moonshot has priced Kimi K3 at 3-15× the tokens of DeepSeek - the first time a Chinese frontier lab has publicly asked for a premium against its domestic peers, and a break with the price-war narrative.
Jul 18, 2026 at 11:11 20 9
DeepSeek valued at $51.9B: the price of the Chinese frontier open-weight continues to rise
DeepSeek reaches a $51.9 billion valuation after a new funding round. The private market continues to pay a high price for the "frontier open-weight sino" option.
Jul 17, 2026 at 09:19 7 9