Intel guides to $16.8B in Q3: AI demand finally seen in revenue
An atypical high guidance for Intel - a sign that AI PC + Gaudi + foundry demand is starting to take off, but the rebound on margins remains to be confirmed.
Jul 24, 2026 at 09:34 18 14
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
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
Data centers to consume 4 times more electricity by 2035 - the projection aligns with the moratoria
A new projection: data center consumption could quadruple by 2035. This is the quantified translation of what NY, Dublin, or grid ops have been saying for six months.
Jul 22, 2026 at 12:41 17 9
Sugon Dawn 8000 at WAIC 2026: 20x density and 100,000 cards full-precision interconnect
Sugon officially unveils Dawn 8000 specs at WAIC: 20x compute density per unit, full-precision interconnect for 100,000 cards. The Chinese compute stack meets industrial standards.
Jul 17, 2026 at 14:19 19 8
Zhipu crosses the $100 million revenue mark: the commercialization of the Chinese frontier enters the numbers
Zhipu would generate $1 billion in annual revenue according to leaks. First Chinese frontier lab with measurable commercial traction at this scale.
Jul 17, 2026 at 09:19 29 8
Kimi K3 goes live at 2.8 trillion parameters: Moonshot ships the biggest open-weight frontier bet yet
Moonshot takes Kimi K3 to GA with a striking figure: 2.8 trillion parameters, the largest open-weight architecture announced to date.
Jul 17, 2026 at 09:18 16 8
Rime raises $24M: voice agents already handle 100M calls per month
Series A of 24 M$ for Rime. The real figure is elsewhere: 100 M calls/month processed, distributed across several client companies.
Jul 15, 2026 at 19:28 17 8
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
TSMC: June revenue +68% - compute-crunch has a very strong pulse
TSMC reports a 68% year-over-year increase in June 2026 revenue. The message is clear: AI compute demand is neither satisfied nor capped in the short term.
Jul 13, 2026 at 17:27 3 10
Migrating a production agent to GPT-5.6: 2.2× faster, 27% cheaper - the real post-mortem
The first quantified feedback from a frontier→frontier migration. A textbook case for those preparing their next switch.
Jul 13, 2026 at 02:19 4 7
WRC 2026: 300 Companies, No Dominant Route - The Humanoid Stack Is Still Being Decided
The World Robot Conference 2026 brought together over 300 companies on a single floor to showcase embodied AI applications. The headline figure is striking. However, the more important detail from Pandaily's coverage is that the technical approaches remain unsettled. The competition is real, the applications are being deployed—but the winning architecture has not yet been determined.
Aug 25, 2026 at 16:23 10 10