Paytm: +45% in UPI value in Q1, AI + product overhaul pay off
Paytm emerges from a tough cycle by showing that the AI-product duo moves the hardest metric to move - the value of transactions.
Jul 24, 2026 at 09:33 14 9
Wall Street syndicates $35B for a SPV that buys Google/Broadcom chips and leases them to Anthropic
The true design of the deal: a special-purpose vehicle that buys chips designed by Google and Broadcom and leases them to Anthropic - AI debt is structured as in-house GPU leasing.
Jul 23, 2026 at 07:45 8 10
![China: CAC regulates "anthropomorphic" AI companion apps - interim measures, not outright ban [ENCADRE titre="What is an anthropomorphic AI?" contenu="An AI that mimics human characteristics, such as emotions, personality, and appearance."]](/?page=img&w=640&s=21e20e7543a84b89&src=https%3A%2F%2Fcdn.nimpress.com%2Fmedia%2Fimages%2F78c8eea8130563de0e87c2de10ad117b.png)
China: CAC regulates "anthropomorphic" AI companion apps - interim measures, not outright ban [ENCADRE titre="What is an anthropomorphic AI?" contenu="An AI that mimics human characteristics, such as emotions, personality, and appearance."]
The regime targets apps that simulate a specific personality and maintain a consistent emotional relationship - new pillar of the social framework for consumer LLM in China.
Jul 20, 2026 at 16:42 9 9
Biren and ZTE ship optical AI supernodes as Nvidia restrictions bite
Two Chinese vendors unveiled supernode designs on the same day. Sovereign compute is now producing news at Nvidia cadence.
Jul 19, 2026 at 16:32 12 14
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
"Claude Code: Anatomy of a Misfeature" - when public review becomes the real QA
Olaf Alders publishes on July 17 a well-argued critique of a Claude Code feature - the "public post-mortem of a misfeature" format is becoming a standard of hype fatigue.
Jul 17, 2026 at 22:05 34 11
Rapidus × Cadence: Japan industrializes agent-chip-design
Nikkei reports on July 17 a partnership between Rapidus and Cadence on AI agent tools for chip design - Japanese sovereignty targets EDA.
Jul 17, 2026 at 22:04 18 9
Anthropic measures Claude's "values" according to the language: the model has a moral bias
A study published by Anthropic quantifies the variations in Claude's behavior according to language and version. The results are more interesting for the design of evaluations than for the ethical debate.
Jul 15, 2026 at 19:29 23 9