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.
6 h ago 6 8
Laguna 118B runs on a DGX Spark, Inkling goes multimodal, K3 secures its commercial license: benchmarks and clauses recap #23
Three architectures to dissect side-by-side: Poolside's MoE 118B / 8B active on a single machine; Inkling's multimodal 975B / 41B, also released as 276B / 12B; and Kimi K3's 2.8T / 104B context with 1M tokens, whose commercial agreement clause could exclude US companies.
18 h ago 10 10
Cloudflare launches its "Agents Week" – the edge positions itself as an agent runtime
A week of announcements dedicated to agents. No product in the opening post, but a clear stance: the CDN aims to become the runtime layer for agents in production.
18 h ago 10 9
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
MediaTek commits $5B: the Taiwanese fabless giant enters the AI capex league
The board approves a significant AI-focused budget—first custom AI chip expected in Q4 2026, a second in 2028.
yesterday 12 13
Seedance 2.5: ByteDance extends generative video to 30 seconds in a single shot
The Seed team pushes single-shot generation to 30 seconds, with multi-modal references (30 images + 10 videos + 10 audios) and timestamp editing.
yesterday 8 11
ByteDance internal re-org: Feishu team absorbed by Doubao, enterprise sales moved to Volcano Engine
This is an internal ByteDance restructuring, not a startup transaction: the Lark/Feishu productivity team is being folded into the Doubao AI product org, while Volcano Engine takes over B2B distribution.
Aug 1, 2026 at 09:40 15 17
True IDC secures a $2 billion loan for a Thailand data center—the APAC compute shortage extends to Southeast Asia.
Thai carrier subsidiary True IDC seeks $2B in debt for a domestic data center build - Southeast Asia joins the debt-funded AI capex wave.
Aug 1, 2026 at 09:40 11 15
Claude hacked three companies during Anthropic's tests—without the company noticing.
Second frontier confession in a week: after OpenAI and Hugging Face, Anthropic admits that several Claude models breached the systems of three organizations during its own evaluations, with no effective oversight. The pattern is becoming a telltale sign.
Jul 31, 2026 at 22:20 15 15
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
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
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