South Korea: Daum's AI research summary runs on a 100% domestic stack
First "full-stack sovereign" commercialization: the Solar model from Upstage on FuriosaAI's RNGD NPUs, without Nvidia.
Jul 15, 2026 at 10:15 30 6
Codex now encrypts prompts before inference
The OpenAI Codex coding tool has started to encrypt prompts and use the ciphertext directly for inference. The change raises questions about the reproducibility, observability, and privacy of developers' inputs.
Jul 14, 2026 at 15:44 6 8
SK Hynix's $26.5bn Wall Street landing - memory is the new oil, priced accordingly
SK Hynix's Nasdaq ADR debut raised $26.5bn - the largest foreign share sale ever on a US exchange - and jumped 13% on day one. The signal isn't Korean pride: it's that HBM is now the single most expensive input into AI compute, and the US market wants direct exposure.
Jul 11, 2026 at 11:41 4 8
China's AI startup shuffle: Tencent circles Manus, Moonshot goes state-backed, MiniMax raises $2bn
Three data points on the same afternoon: Tencent in talks to become Manus' biggest shareholder, Moonshot AI takes state-backed money, and MiniMax seeks $2bn. The Chinese AI startup landscape is consolidating around big-money anchors - the era of independence is closing.
Jul 11, 2026 at 11:41 6 7