Situational Awareness drops 67% in a month: the trial of the true believers
A Situational Awareness investment vehicle loses two-thirds of its value in a month during the July AI rout.
yesterday 17 20
Sarvam full-stack pivot: Sovereign India chooses vertical integration
Sarvam AI moves from the model to the full stack - model + product + distribution - in a market where public procurement conditions access to data.
Jul 31, 2026 at 12:51 14 16
MiniMax H3 open-source: Chinese lab breaks the price of full-modal
MiniMax releases H3, an open-source full-modal (text, image, audio, video) model at one-third the price of competitors. The AI video market stops being binary: expensive closed-source or weak open-source.
Jul 31, 2026 at 12:50 12 14
Microsoft delivers its first cyber AI model as a 30-company alliance forms - the SOC market shifts
Microsoft unveils MAI-Cyber-1-Flash and a security agentic system, while 30+ publishers - Nvidia, Microsoft, allies - announce the « Open Secure AI Alliance ». Cyber-AI moves from feature to market.
Jul 28, 2026 at 20:57 9 10
SK Hynix eyes record Q2 profit on AI memory boom - the memory cycle enters its blow-off top
SK Hynix is guiding to a record Q2 profit driven by AI memory demand. The Korean memory oligopolist is now the cleanest single proxy on HBM pricing power.
Jul 27, 2026 at 10:17 10 11
CXMT surges 500% on debut, tops Intel's market cap - Chinese memory reprices at cycle peak
Chinese memory maker CXMT jumped 471-500% on its Shanghai listing and - for a moment - its market cap surpassed Intel's. The market's message: HBM/DRAM is where the AI dollars land next.
Jul 27, 2026 at 10:16 6 6
SK Hynix Q2 record: memory is where the AI capex pinch prints first
SK Hynix aims for a record Q2 profit - 57% of the HBM AI-server market according to Tech in Asia - and becomes de facto the 2nd largest shareholder of Kioxia, without voting rights for now. The HBM constraint becomes the clock of the token cost 2027-2028.
Jul 26, 2026 at 18:40 12 8
Anduril in talks at $100B: defense-tech becomes the second flywheel of AI capital
Tech in Asia reports on 25 July that Anduril is discussing a $100B valuation. Defense-tech is professionalizing into a genuine asset class - fed by the same capital that funds AI.
Jul 25, 2026 at 10:28 10 11
OpenAI ships an AI keypad: a niche hardware bet, aimed at coders
TechCrunch tested OpenAI's new AI keypad. The reviewer calls it fun for some coders and slightly mystifying to everyone else. OpenAI's hardware push is still searching for a mass-market shape.
Jul 25, 2026 at 10:27 8 6
Okta 2026: Anthropic is the fastest-growing enterprise AI provider, Microsoft 365 remains the most deployed
The Okta Business at Work 2026 study highlights two clear indicators of enterprise adoption: Microsoft 365 Copilot is the broadest foundation, and Anthropic is the fastest-growing AI provider. Two parallel markets that coexist.
Jul 24, 2026 at 21:01 8 8
Blackstone: +26% in Q2, driven by AI bets - patient capital comes into play
The private equity giant is saying what the VC scene has been asserting for 18 months - AI is no longer a theme, it's an asset class.
Jul 24, 2026 at 09:33 12 10
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