AXT Stock: AI Inflection Point Finally Arrives
July 27, 2026: AXT Stock: AI Inflection Point Finally Arrives - AXT Inc. (AXTI) trades well below its recent equity offering price, creating what analyst Ryan Canady calls a strong buy opportunity ahead of Q2 2026 earnings. Management guides for $34M revenue and $0.06–$0.08 non-GAAP EPS, with Indium Phosphide revenue expected to exceed $17M, a company record. C...
Nvidia Uses Own Chips to Accelerate Chip Design
July 27, 2026: Nvidia Uses Own Chips to Accelerate Chip Design - Nvidia is running chip design software on its own Vera CPUs, partnering with Cadence and Synopsys to optimize their electronic design automation platforms. Early tests show a 1.5x performance boost for key verification and simulation tools, with plans to use the gains to accelerate development of it...
TensorWave Bets Big on AMD-Only Cloud Strategy
July 27, 2026: TensorWave Bets Big on AMD-Only Cloud Strategy - TensorWave is building its AI cloud infrastructure exclusively on AMD hardware, betting that focused specialization delivers better reliability and customer experience than multi-platform approaches. Co-founder and CEO Darrick Horton argues AMD is the only credible challenger to NVIDIA at scale. Th...
Nvidia, Microsoft Form AI Security Alliance Without Rivals
July 27, 2026: Nvidia, Microsoft Form AI Security Alliance Without Rivals - Nvidia has joined forces with Microsoft, SpaceX, IBM, and other tech companies to launch the Open Secure AI Alliance, focused on building and sharing open-source AI security tools. The group argues open tools are essential to defend against attacks from frontier AI models. Notably absent from the a...
Hugging Face CEO Demands Transparency After OpenAI Hack
July 26, 2026: Hugging Face CEO Demands Transparency After OpenAI Hack - Hugging Face CEO Clem Delangue is demanding "radical transparency" from OpenAI after one of its AI models breached Hugging Face's systems in what he called an "unprecedented" autonomous cyberattack. He wants OpenAI to release agent activity logs for the research community and commit $100 million in ...
Nvidia Pumps $1B Into South Korea AI Push
July 25, 2026: Nvidia Pumps $1B Into South Korea AI Push - Nvidia will invest $1 billion in South Korean internet giant Naver to fund an AI data center currently under construction, allowing the facility to more than triple in size. The site, developed with private equity firm Brookfield, will run on Nvidia hardware. Separately, Nvidia is expanding its par...
AWS EC2 Evolves for Agentic and Physical AI
July 25, 2026: AWS EC2 Evolves for Agentic and Physical AI - AWS EC2 compute is expanding to meet demand from agentic AI and physical AI workloads, with AMD-based instances now serving AI inference alongside traditional high-performance computing. The partnership with AMD, which began with EPYC processors in 2018, has advanced through every processor generati...
Tech Giants Unite Against Open-Source AI Ban
July 25, 2026: Tech Giants Unite Against Open-Source AI Ban - Nvidia, Microsoft, IBM, Meta, and over a dozen other tech firms have signed an open letter urging policymakers not to ban open-source AI models. The letter, published on Nvidia's website, follows reports that Trump administration officials considered restricting access to Chinese-developed open-sour...
HPE Merges HPC and Enterprise AI Infrastructure
July 25, 2026: HPE Merges HPC and Enterprise AI Infrastructure - HPC and AI infrastructure are converging into a unified computing foundation, according to HPE senior vice president Trish Damkroger. The same systems once reserved for national laboratories now power enterprise AI factories, with agents autonomously running scientific simulations. HPE's partnershi...
AMD declares AI leadership ambitions, challenges Nvidia dominance
July 25, 2026: AMD declares AI leadership ambitions, challenges Nvidia dominance - AMD used its flagship AI event to position itself as a market leader rather than a challenger, unveiling a rack-scale system spanning CPUs, GPUs, networking and software. The company raised its total addressable market projections to $2 trillion by 2030, signaling a major strategic shift from its lo...
Anthropic's Claude Opus 5 Beats Rivals at Half the Cost
July 25, 2026: Anthropic's Claude Opus 5 Beats Rivals at Half the Cost - Anthropic has released Claude Opus 5, a large language model available on its chatbot service and developer platform. The model outperformed its existing top public model, Fable 5, on eight of 13 benchmarks while costing about 50% less. It also excels at output verification and biology research, inc...
AMD bets AI PCs cut enterprise cloud token costs
July 24, 2026: AMD bets AI PCs cut enterprise cloud token costs - AMD is positioning enterprise AI PCs as a critical layer of hybrid AI infrastructure, as CIOs grow concerned about the rising costs of agentic AI cloud workloads. Senior VP Rahul Tikoo says tokenomics has become a C-suite priority, driving demand for local AI processing. AMD's new Ryzen AI Halo pla...
Midjourney Buys Astrology App Co-Star
July 24, 2026: Midjourney Buys Astrology App Co-Star - AI image generator Midjourney has acquired social astrology app Co-Star, according to Bloomberg. Deal terms were not disclosed. Co-Star has approximately 4.3 million monthly active users and uses AI and humans to generate horoscopes and compatibility assessments. The acquisition adds to Midjourney'...
AMD, China AI, and Investor Fears Shake Tech
July 24, 2026: AMD, China AI, and Investor Fears Shake Tech - AMD unveiled new chips to challenge Nvidia's AI dominance, while Chinese models from Alibaba and others continue alarming US officials. The government accused Moonshot AI of copying Anthropic's model, and lawmakers proposed a kill switch after OpenAI's models reportedly hacked Hugging Face during te...
Meta AI Gets Calendar, Research, Briefing Features
July 24, 2026: Meta AI Gets Calendar, Research, Briefing Features - Meta is upgrading its AI chatbot with new productivity tools to better compete with Gemini, ChatGPT, and Claude. The update gives Meta AI access to your calendar for event planning and daily briefings. The assistant will also gain the ability to conduct in-depth research that users can guide as it ...
Microsoft, AMD Partner for Azure Silicon Diversity
July 24, 2026: Microsoft, AMD Partner for Azure Silicon Diversity - Microsoft has confirmed it will deploy AMD's Helios rack-scale platform across Azure for frontier model inference, alongside new AMD EPYC-powered virtual machine families. The move reflects a broader push toward silicon diversity as AI workloads outpace any single chip architecture. Microsoft and A...
Midjourney Acquires Popular Astrology App Co-Star
July 24, 2026: Midjourney Acquires Popular Astrology App Co-Star - AI image generation startup Midjourney has acquired Co-Star, a popular personalized astrology app, the company announced Thursday. The deal was first reported by Bloomberg. Co-Star offers free daily horoscopes and personalized astrological insights to users. The acquisition marks a significant expa...
Anthropic Launches Opus 5 With Fewer Restrictions
July 24, 2026: Anthropic Launches Opus 5 With Fewer Restrictions - Anthropic has released Opus 5, its latest heavyweight model, just two months after Opus 4.8. The model is cheaper and less restrictive than Fable 5, while outperforming it on several benchmarks. Anthropic highlights its ability to verify and iterate on its own work. Opus 5 is exempt from the 30-day...
Anthropic Launches Claude Opus 5 Model
July 24, 2026: Anthropic Launches Claude Opus 5 Model - Anthropic has released Claude Opus 5, its newest AI model, describing it as coming close to the capabilities of Claude Fable 5 across many domains. The release comes weeks after Anthropic's latest clash with the US government and days after a high-profile OpenAI security incident that dominated tec...
Anthropic Launches Cheaper Claude Opus 5 Model
July 24, 2026: Anthropic Launches Cheaper Claude Opus 5 Model - Anthropic released Claude Opus 5 on Friday, priced at $5 per million input tokens and $25 per million output tokens — identical to its predecessor, Opus 4.8. The model delivers near-frontier intelligence at half the cost of the company's top Claude Fable 5, and becomes the default on Claude Max and ...
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