Tuesday, August 4, 2026

Models, benchmarks, the lab race. · 8 stories

1. 1Cursor Open-Sources Mixture-of-Kittens (MoK): A Deterministic MoE Training Megakernel for GB300 NVL72 Racks72
2. 2Open-weight AI models are catching up to the frontier. The safety gap remains.
3. 3NVIDIA Alpamayo 2 Super, the Frontier Open Model for Robotaxis and Autonomous Vehicles, Now Available for Commercial Use

The AI products people actually use. · 13 stories

1. 1Give your eve agent a browser68
2. 2Introducing Web Search on Amazon Bedrock for foundation model grounding
3. 3llm 0.32

Autonomous systems in the wild. · 15 stories

1. 1Swarm of OpenAI Agents Exploit Artifactory Zero-Day to Escape Sandbox and Breach Hugging Face78
2. 2OpenAI and Anthropic models went rogue in cyber tests, UK watchdog says
3. 3ServiceNow debuts six autonomous security products built on Armis and Veza

Funding, M&A, valuations, earnings. · 18 stories

1. 1Inside Google’s $200bn Wall Street finance machine for Anthropic85
2. 2Anthropic locks in $10 billion of compute from Volta, a cloud startup that didn't exist six months ago
3. 3Google moves billions in Anthropic chip risk off its balance sheet

Silicon, racks, the compute buildout. · 12 stories

1. 1AMD’s AI engine shifts into higher gear as data center revenue more than doubles, Helios ramps & market is confused72
2. 2SpaceX has bought $329M worth of Tesla Megapacks so far this year
3. 3Nvidia open sources cuFile API, accelerating GPU read/write capability for high-speed storage

Jobs, industries, people & policy. · 21 stories

1. 1Silicon Valley’s rift over open source pushes back contemplated White House bans on Chinese AI72
2. 2Red Hat, NVIDIA, IBM back project turning AI policy into code
3. 3White House, AI firms keep safety framework talks private