Conventional DRAM and NAND hit record highs in July: the memory squeeze widens
Korean industry data show conventional (non-HBM) memory prices at all-time highs in July—the AI supercycle now spills into the general-purpose stack.
5 h ago 6 8
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.
5 h ago 5 6
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.
18 h ago 9 12
Underutilized GPUs at 5%: Elice, Nota, Lablup offer the Korean answer to a global crunch
A CAST AI study on ~23,000 Kubernetes clusters (AWS/Azure/GCP): 5% average GPU utilization. Three Korean publishers respond the same day. The structural lever is not more compute, it's better compute.
Jul 31, 2026 at 12:51 13 10
LimX Dynamics: Shen Hua locks on PMF - "next stop, landing"
The co-founder LimX frames the new battle: leaving the motion control demo, entering industrial POC deployment. Luna, COSA brain, FluxVLA Engine. The next commercial filter is no longer the demo, it's the signed contract.
Jul 31, 2026 at 12:50 9 10
China ranks second in global compute power as AI servers overtake general-purpose ones
Pandaily reports China's compute power now ranks second globally, and AI servers have overtaken general-purpose servers for the first time. Five sub-sectors shape the next leg.
Jul 25, 2026 at 10:28 11 9
Databricks extends its Microsoft deal and expands its use of Azure
Databricks remains more of a supplier than a direct rival to Microsoft - as Snowflake and OpenAI reshuffle the data platform deck.
Jul 24, 2026 at 09:33 8 9
US House vote to restrict Chinese humanoid robots: the militarization of dual-use
The debate was shifting from industrial robotics to the geopolitical stage; the House vote officially places it there, with a cascading effect on Unitree, AgiBot, and XPeng.
Jul 24, 2026 at 09:33 11 8
Kimi K3 is not a Claude Fable distillation - the two-week window makes it impossible
The White House accusation that Moonshot built Kimi K3 by distilling Anthropic's Fable doesn't hold technically. Fable shipped July 1; K3 mid-July. Two weeks is too short - even for Moonshot. Braden Hancock (Laude Institute) and Nathan Lambert (AI2) explain why.
Jul 23, 2026 at 18:39 7 8
DeepSeek V4 approaches: 1M tokens of context and double pricing
DeepSeek is preparing for the public release of its V4, with a 1M token window and a double pricing grid (peak/off-peak). The shadow extends beyond a simple update.
Jul 20, 2026 at 11:40 11 9
Moonshot suspends new Kimi K3 subscriptions: launch-week demand outruns capacity
Days after Kimi K3 went live, Moonshot has paused new paid subscriptions - a rare public admission that a Chinese frontier lab hit its own inference ceiling on launch week.
Jul 19, 2026 at 23:50 14 13
Attack drones enter US schools: when edge-AI meets the K-12 policy debate
A school in Colorado, the John Adams Academy, will install a non-lethal drone response system in August 2026. The question is no longer "does it work" - it's who authorizes the engagement and under what chain of command.
Jul 19, 2026 at 00:39 11 12