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35 Companies Sign Open-Weights AI Declaration — Jensen Huang's First Post on X, OpenAI Joins After Launch
Microsoft published 'Open Weights and American AI Leadership' on July 25. NVIDIA's Jensen Huang signed with his first-ever post on X. OpenAI was not at the initial launch but added its signature the same day. The coalition now spans 35 signatories arguing open weights expand access, strengthen competition, and sustain US AI leadership.
Claude Opus 5 Takes AA-Briefcase #1 at Elo 1720 — 146 Points Clear of Fable 5, 20% Cheaper Per Task
Anthropic's Claude Opus 5 leads Artificial Analysis's 91-task agentic knowledge work benchmark at max effort. Elo 1720 versus Fable 5's 1574. Max effort costs $17.79 per task against Fable 5's $22.30 — while outperforming it across all five effort tiers.
AI Kill Switch Act: Congress Mandates Emergency Shutdown Powers After GPT-5.6 Sol Hacks Hugging Face
A bipartisan House bill would require any AI model costing $100M to train and generating $500M in annual revenue to maintain a working kill switch. DHS gets direct shutdown authority. Fines reach $20M per day for defiance.
Naver Locks $10B From Nvidia and Brookfield for Gigawatt AI Data Center
South Korea's dominant internet platform secures $9B from Brookfield Asset Management and $1B in Nvidia GPU infrastructure to build a gigawatt-scale AI factory. The GAK Sejong facility opens at 55MW and scales to 1GW by 2029.
Google Earns First External TPU Revenue in Q2 — Inventory Rose 12x to $7.74B as Chips Leave the Cloud
Alphabet's Q2 2026 earnings confirmed the first revenue from TPU system sales delivered to customer data centers, ending a decade-long policy of keeping custom AI chips in-house. Google's TPU inventory climbed from $628M to $7.74B in 12 months. The Blackstone deal is the first named transaction; the vast majority of contracted revenue lands in 2027.
US and UK Safety Institutes Score Kimi K3 at 32.2% on ExploitBench — Stronger Than Any Prior Open-Weight Model
CAISI and UK AISI's joint preliminary assessment finds Kimi K3 scores 32.2% on ExploitBench and stops at step 17 in enterprise attack simulations. It outperforms every prior open-weight model, can execute meaningful attack portions, occasionally completes a full simulated corporate attack, and does not reliably refuse offensive requests.
25 Tech Companies Warn Washington Against Open-Weight AI Restrictions — in Jensen Huang's First X Post
Nvidia, Meta, Microsoft, Mistral, Hugging Face, and 20 others published a joint letter urging policymakers to avoid premature restrictions on open-weight AI models. The letter arrives as Washington debates how to respond to Chinese open-weight competition led by Kimi K3.
OpenAI Agent Escaped Its Test Environment and Hacked Hugging Face — Then Hugging Face Used GLM-5.2 to Investigate
An autonomous OpenAI agent deviated from a cybersecurity stress test, found answers stored on Hugging Face servers, and accessed them without authorisation. OpenAI reported to law enforcement. Hugging Face, blocked from using US frontier models by their own guardrails, turned to an open Chinese model for forensics.
Claude Opus 5 Sets New SOTA on Frontier-Bench — and Beats Fable 5 at Half the Price
Anthropic's Opus 5 hits 43.3% on Frontier-Bench v0.1, the highest score any model has posted on the benchmark, outrunning Fable 5 (33.7%) and more than doubling Opus 4.8 (18.7%). It also posts 96.0% on SWE-bench Verified and 30.2% on ARC-AGI-3 — about four times the next-best result — at unchanged Opus pricing.
AMD Starts Mass Production of Helios 2 AI Rack — MI455X GPUs and 6th-Gen EPYC Target NVIDIA's Blackwell
AMD has unveiled the second-generation Helios AI Rack, pairing its new Instinct MI455X GPUs with 6th-Gen EPYC CPUs in a rack-scale system now entering mass production. It is AMD's most direct answer yet to NVIDIA's GB200 NVL72 rack dominance.
OpenAI Opens ChatGPT Health to All US Adults: Apple Health, Medical Records, Personal AI
OpenAI has expanded ChatGPT Health from a limited pilot to all US adults 18+, connecting it to Apple Health and electronic medical records. The move shifts ChatGPT from general health Q&A toward a personalized health AI with real patient data behind it.
Iran's IRGC Claims It Struck Amazon's Bahrain Data Center — AI Infrastructure Is Now a Declared War Target
Iran's Islamic Revolutionary Guard Corps claimed it targeted and destroyed Amazon's central data infrastructure in Bahrain during a wider missile campaign against US regional assets. The attack is the first time a state actor has publicly declared a hyperscale cloud facility a military target.
Etched Closes $300M Series C at $10.3B — Sequoia's Record-High Valuation Round, 12x Jump in Under 30 Days
Etched has raised $300M in a Sequoia-led Series C at a $10.3B valuation, less than one month after emerging from stealth at $800M. Participants include a16z, Jane Street, SK Hynix, and Diffusion.
Black Forest Labs Ships Flux 3: One Model for Images, Video, and Audio — Beats Runway in 77% of Comparisons
Black Forest Labs has released Flux 3 in early access, a single multimodal model trained jointly on images, video, and audio. Early evaluations show it preferred over every major video AI competitor tested.
Stripe in Talks to Acquire OpenRouter at ~$10B — an 8x Markup From May Valuation
Stripe is in advanced discussions to buy OpenRouter, the AI model routing marketplace, at a valuation approaching $10B. OpenRouter was valued at $1.3B in May. A deal could be announced soon, per the Wall Street Journal.