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.
just now 6 8
Claude shared chats surfaced on Google - the price of easy sharing
A "share chat" Claude generates a public link - sometimes indexed by Google. Anthropic fixes it, but the incident reactivates an old reflex: every "share" button is a vector for leaks.
Jul 28, 2026 at 20:57 7 8
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
Nvidia takes 4.5% of Naver for $1B - Korea's AI supercycle hits the equity book
Naver shares jumped 10% after Nvidia disclosed a $1 billion equity investment - a 4.5% stake priced at 204,500 won per share. The AI supercycle now owns a seat on Korea's largest internet company.
Jul 27, 2026 at 10:16 10 10
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
Anthropic ships Claude Opus 5: the Fable 5 arc closes at roughly half the price
Anthropic officializes Claude Opus 5, the culmination of the "Fable 5" cycle - announced capacity nearly equivalent for a price halved. The battle shifts to pricing.
Jul 26, 2026 at 18:36 6 8
Anthropic launches Claude Opus 5: near-Fable 5 capability at roughly half the price
Five days after making Fable 5 permanent in premium plans, Anthropic ships Opus 5 - a model close to flagship capabilities at about half the price per Tech in Asia. A pricing move that betrays competitive pressure.
Jul 25, 2026 at 10:27 10 11
Thailand: +37% of investment requests in H1, driven by the AI wave
The Thai BOI rakes in a record first half - the country becomes a credible landing spot for AI/datacenter projects on the sidelines of the US-China duel.
Jul 24, 2026 at 09:33 13 9
Brussels imposes €890M on Google under the DMA: the sanction mechanism is in place
New record DMA fine - Washington retaliates by threatening commercial stability. Europe consolidates an ex ante antitrust regime; Google does the math.
Jul 24, 2026 at 09:33 8 8
$1.65T off-balance-sheet: Nikkei's investigation prices the AI debt that shows up nowhere
A Nikkei Asia investigation, relayed by Futurism (22 July), aggregates the off-balance-sheet AI commitments of Alphabet, Microsoft, Amazon, Meta and Oracle: ~$1.65 trillion combined, versus $1.35T in reported debt. Meta alone accounts for ~$420B.
Jul 23, 2026 at 18:40 8 8
Code Mode in production: "26 tool calls, one script, $0.02" prices the end of the tool loop
Agent Swarm publishes the cleanest production measurement to date: Code Mode delivers a model-invariant ~99.2% dollar cost reduction versus the classic tool loop. Cloudflare (99.9% token cut) and Anthropic (98.7% on Drive→Salesforce) had promised it; it's now reproduced on real workload.
Jul 23, 2026 at 18:39 6 6