Oracle's credit downgrade deepens the AI-capex debt question
Tech in Asia flags rising Oracle credit risk as AI spending balloons. The BBB- warning is turning into a re-pricing.
yesterday 11 8
Tech in Asia: Oracle capex $50B FY26 - credit risk tightens, Asian reading counts
An Asian rebound in S&P reading - important for the appetite of Japanese/Korean institutions on Oracle revolvers.
5 h ago 5 5
Anthropic makes Claude Fable 5 permanent in premium plans from 20 July
Fable 5 lands in Max and Team Premium at 50% of limits from 20 July; Pro and Team Standard keep it via credits plus a $100 one-time top-up.
yesterday 10 10
Neil Rimer: la richesse de l'IA « doit être redistribuée » - un cofondateur d'Index nomme la tension
Index Ventures co-founder Neil Rimer tells TechCrunch the historic wealth AI is generating in Silicon Valley will have to be redistributed - voluntarily or involuntarily. A rare frank note from inside the venture class.
Jul 18, 2026 at 11:12 29 13
Isomorphic Labs' Drug Design Engine: from prediction, into generation
Isomorphic Labs unveils a Drug Design Engine that pushes beyond AlphaFold's prediction - a stack aimed at generating candidate therapeutics, not just scoring them.
Jul 18, 2026 at 11:11 16 8
TSMC's fifth consecutive record Q2: the compute crunch has become the new normal
TSMC is set to post a fifth consecutive record Q2 profit. Records used to be a surprise; five in a row means the AI compute pinch is no longer a spike, it is the operating regime.
Jul 16, 2026 at 08:46 14 8
Oracle one step away from junk: S&P puts a name on the risk, and that name is OpenAI
BBB-, the last step before the speculative category. S&P does not downgrade Oracle for its results, but for the structure of its bet: $90-95 billion in capex and a single client that accounts for half of the commitments.
Jul 14, 2026 at 22:30 32 7
Kimi × Agricultural Bank of China × Amex: the first AI-native credit card
Moonshot AI (Kimi) partners with Agricultural Bank of China and American Express to launch a credit card whose interface, customer relationship, and scoring are powered by a Chinese LLM. This is the first time a Chinese LLM has been placed at the heart of a major banking product.
Jul 11, 2026 at 17:19 3 10
Chromium 148: Math.tanh now targets your operating system
A tiny numerical regression opens a cross-browser fingerprinting path. In crypto as in tracking, there is no such thing as chance.
Jul 13, 2026 at 02:20 9 8
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
Why code in 2026? The real job after AI
A post is making the rounds on HN: coding in 2026 is less about producing lines of code and more about arbitrating context, data, and structure. The discipline is shifting.
Jul 12, 2026 at 11:15 4 7