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
OpenAI restores ChatGPT Work / Codex 5-hour limits after fixing a GPT-5.6 Sol token bug
The rate limit holiday ends. OpenAI turns the 5-hour caps back on 29 July after patching a GPT-5.6 Sol overconsumption bug that had been running since 12 July - with a claimed 18% net capacity uplift.
Jul 29, 2026 at 12:46 15 11
Preferred Networks injects PLaMo 3.0 Prime into Japan's defense planning pilot
Japan's ATLA hires PFN for a defense-planning AI proof-of-concept using PLaMo 3.0 Prime. The Japan AI stack extends from Woven City to the operational rooms of the JSDF.
Jul 29, 2026 at 12:46 14 13
Singapore's MAS and ABS set up an industry-wide taskforce for frontier-AI cyber threats
The ACT taskforce brings the central bank, the banking association and the plumbing (SGX, NETS, BCS) into one room - the frontier-AI cyber pivot lands on the sell side.
Jul 29, 2026 at 12:46 13 13
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
Samsung pushes HBM5 base die to 2nm targeting +50% speed - the memory war moves to logic-class nodes
Samsung plans to build the base die of HBM5 using its 2nm process, aiming for a 50% speed improvement. Memory is no longer just about increasing capacity; it's also about leveraging advanced logic-node economics.
Jul 27, 2026 at 10:16 14 12
Nvidia envisage un financement de 250 milliards de dollars pour le centre de données d'OpenAI en Ohio - la dette fournisseur atteint une nouvelle échelle
Nvidia is reportedly discussing up to $250 billion of financing support for OpenAI's Ohio site - an amount that would rewrite what "vendor financing" means at hyperscale.
Jul 27, 2026 at 10:16 7 10
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
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
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
OpenAI places ads inside ChatGPT - the business model of the super app finally reveals itself
ads.openai.com is live. After the ChatGPT = Codex pivot and the 10M Codex/ChatGPT Work users, OpenAI is now branching into ad monetization. The super-app transition is almost complete.
Jul 22, 2026 at 12:42 17 10
Nvidia's Vera CPUs ship to OpenAI, Anthropic, SpaceX - and Wistron's $700M Texas plant is where they get racked
Nvidia delivers Vera to the 3 key accounts (OpenAI, Anthropic, SpaceX). At the same time, Wistron opens a server-dedicated Blackwell factory in Taylor, Texas. The Grace/Vera + Blackwell stack is being physically deployed.
Jul 22, 2026 at 12:41 16 9