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Google's 10th-Gen Icefish TPU Breaks With Broadcom and TSMC — Samsung and MediaTek Step In
Google is designing its 10th-generation Tensor Processing Unit with MediaTek instead of Broadcom, and discussing manufacturing of I/O dies with Samsung rather than relying exclusively on TSMC. Mass production is expected in 2028. The shift redraws Google's AI chip supply chain for the first time in a decade.
Salesforce Acquires Fin for $3.6B to Own Enterprise AI Agent Customer Service
Salesforce has agreed to acquire Fin, formerly Intercom, for $3.6 billion. The deal puts an AI-native customer service platform inside the CRM giant at a moment when enterprise AI agents are the most competitive space in B2B software.
Intel Foundry Locks 3M+ Google TPU Orders by 2028 as Nvidia Runs 18A Trials for Feynman GPU
Google has booked Intel to manufacture more than 3 million TPUs in 2028, roughly half its projected AI chip output. Nvidia is running multi-project wafer tests on Intel 18A for its next-gen Feynman multi-die GPU. Intel stock jumped 12%. The TSMC-dominated AI chip supply chain has a credible second source.
Apple Ships Five Third-Gen Foundation Models at WWDC26: Gemini Refines the Weights, Nvidia Runs the Cloud Tier
Apple revealed five AFM-3 models at WWDC26: two on-device (up to 20B sparse params), three cloud-based. Four run on Apple Silicon with weights refined via Gemini RL outputs. The top tier, AFM 3 Cloud Pro, runs on Nvidia GPUs in Google Cloud.
Kimi K2.7-Code Ships Open-Source: 30% Fewer Thinking Tokens, 81% MCP Mark Verified, $4/M Output
Moonshot AI's K2.7-Code cuts reasoning token usage 30% over K2.6 and beats Claude Opus 4.8 on MCP Mark Verified real-world tool benchmarks. At $4/M output it is 12x cheaper than Fable 5 — though all headline figures are vendor-run and independent SWE-bench results are pending. A high-speed version at 180 tok/sec launches today.
Cohere Ships North Mini Code: 30B MoE Agentic Coding on a Single H100 Under Apache 2.0
Cohere's first developer-facing model activates just 3B of its 30B parameters per token, fits on one H100 at FP8, and beats models four times its size on agentic coding benchmarks. One catch: it generates three times as many output tokens as comparable systems.
Rio de Janeiro's 'Homegrown' LLM Rio3.5 Is a Model Merge, Not a Training — Qwen3.7 Benchmark Claims Disputed
Rio de Janeiro's city government announced Rio3.5 as a locally trained language model, claiming benchmark performance above Qwen3.7-Max. Analysis reveals the model is a merge of existing open-source weights, not an independently trained system.
HLL Benchmark: AI Agents Fail 10 CAPTCHA Types, Exposing a Gap Static Tests Can't See
A new arXiv paper proposes HLL — Humanity's Last Line — a benchmark where agents must solve interactive human-verification tasks: checkbox grids, image selection, drag-to-verify. Even frontier agents that score well on static benchmarks break down when pages are cluttered, tasks compound, or the system checks whether actions were actually valid.
Anthropic Pulls Fable 5 and Mythos 5 Globally After Refusing to Patch a Jailbreak
Commerce Secretary Howard Lutnick issued an export control directive Friday that treats Anthropic's two frontier models as restricted dual-use technology. Anthropic declined the White House's request to patch the jailbreak, triggering a full global shutdown that blocks even the company's own international employees.
Artificial Analysis Launches AA-AgentPerf: Production Hardware Benchmark for the Agent Era
AA-AgentPerf measures how many concurrent AI agents a provider can serve while meeting real production service levels — not peak throughput. First results show DeepSeek V4 Pro maxing out at Tier 3 (180 tokens/s, TTFT under 3s). GPT-OSS-120B targets a Tier 4 with 2,000 tokens/s and sub-1s first token.
GPT-5.5 xHigh Debuts at #2 on Agent Arena — 11.0% Composite, 3.2 Points Above GPT-5.5 High
OpenAI's maximum-effort mode of GPT-5.5 entered Agent Arena on June 11 and settled at rank 2 with an 11.03% composite, slotting directly below Claude Fable 5 (13.68%) and above Claude Opus 4.8 Thinking (9.05%). The xHigh mode delivers a 3.2-point agentic uplift over the standard High variant.
Amazon's CEO Briefed U.S. Treasury on Anthropic Security Risks — While Holding $25B in Equity
Andy Jassy raised concerns about Fable 5 and Mythos 5 with Treasury Secretary Bessent and other U.S. officials before the foreign access suspension was imposed. Amazon has committed $25 billion to Anthropic and locked in $100 billion in AWS spend.
OpenAI Launches Free Codex Access Program for Open Source Maintainers
OpenAI opened applications for free Codex access targeted at open source projects. The program arrives as OSS communities have moved to formally ban AI-generated contributions and a free open-source Codex alternative has reached 8 million users.
State Attorneys General Open Formal Investigation Into OpenAI — New York Issues Subpoena
A multistate coalition of U.S. attorneys general has launched a formal probe into OpenAI. New York's AG issued a subpoena on Friday, June 13. The action arrives as OpenAI approaches a public listing at an $852 billion valuation.
Z.ai Ships GLM-5.2 With 1M-Token Context — MIT Open Weights Next Week, Refuses to Hack Benchmarks
Zhipu AI deployed GLM-5.2 to all Coding Plan tiers on June 13. The 1M-token model posts 77.8% SWE-bench Verified and 89.7% on τ²-Bench, with an MIT open-weight release and public API arriving next week.