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.
4 h ago 5 6
Laguna 118B runs on a DGX Spark, Inkling goes multimodal, K3 secures its commercial license: benchmarks and clauses recap #23
Three architectures to dissect side-by-side: Poolside's MoE 118B / 8B active on a single machine; Inkling's multimodal 975B / 41B, also released as 276B / 12B; and Kimi K3's 2.8T / 104B context with 1M tokens, whose commercial agreement clause could exclude US companies.
17 h ago 10 10
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
UK AISI and CAISI publish first joint cyber assessment of Kimi K3
The British (AISI) and American (CAISI) AI security institutes publish their first joint preliminary assessment of Kimi K3's cyber capabilities. Strong signal: open-weight frontier models fall within the scope of government evaluation.
Jul 26, 2026 at 18:40 10 12
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
Samsung SDS × Anthropic, Naver × Nvidia: the SF AI Declaration connects the Korean private sector
Under the Korea-US package umbrella, two structuring agreements are added: Samsung SDS partners with Anthropic, Naver strengthens its collaboration with Nvidia. The Korean private network is taking shape.
Jul 26, 2026 at 18:37 6 8
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
"AI communism": Kimi K3 shakes the thesis of the model monopoly on Wall Street
On the TechCrunch Equity podcast, American VCs refer to the Kimi K3 effect on valuations as "AI communism." The real signal: the first time a Chinese open-weight model forces American CFOs to recalculate their P&L.
Jul 24, 2026 at 21:00 5 8
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