Anthropic Is Discussing a New Custom Chip with Samsung
Anthropic has entered early-stage discussions with Samsung about manufacturing a custom AI chip on Samsung's 2nm process — a first step toward reducing dependence on Nvidia.
Section: AI (without „Modely, Open source")
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Piatok 3. júla 2026
Alibaba to ban Claude Code in workplace over alleged backdoor risks, source says
Alibaba has classified Claude Code as 'high-risk software' and will ban employees from using it from July 10, citing suspected backdoor mechanisms that can identify China-linked users, amid wider tensions with Anthropic over alleged model distillation.
AI Productivity Hopes Show 'Exuberance,' Allianz's Subran Says
Allianz Chief Economist Ludovic Subran warned that market expectations for AI-driven productivity are dangerously overstated and that AI economic impact will be uneven across industries and economies, with current valuations reflecting hype over grounded productivity analysis.
Spain Orders Blacklist of Palantir from State-Backed Companies over National Security Concerns
Spain's government directed SEPI-controlled companies — including Telefónica, Indra, and Navantia — to cease future contracts with Palantir over data sovereignty and 'kill switch' concerns.
Mark Zuckerberg tells staff that AI agents haven't progressed as quickly as he'd hoped
At an internal Meta town hall on July 2, Mark Zuckerberg told employees that AI agent development had not 'accelerated in the way' the company expected, a candid admission that comes after Meta restructured thousands of employees into AI groups.
Microsoft Launches 'Frontier Company' — $2.5B AI Deployment Business with 6,000 Specialists
Microsoft unveiled 'Frontier Company', a new $2.5B business unit with 6,000 specialists embedding with enterprise customers for 6–12 months to drive real AI deployment outcomes.
AI Token Prices Drop, Raising Questions on Sector's Pricing Power and Growth
The Silicon Data LLM Token Expenditure Index has fallen nearly 20% from its May 2026 high, signaling eroding AI pricing power as competition intensifies — raising questions about returns on the trillion-dollar data center investment cycle.
OpenAI Introduces GeneBench-Pro, a Computational Biology Benchmark for AI Agents
OpenAI released GeneBench-Pro, a 129-task research-level benchmark for AI agents on computational biology. GPT-5.6 Sol scored 31.5%, Claude Opus 4.8 scored 16%, Gemini 3.5 Flash scored 8.1%.
Data Center Power Market Set to Hit $220 Billion With AI-Driven Upgrades
AI-driven data center upgrades are reshaping the power equipment market, expected to exceed $220 billion annually, as next-generation AI factories require fundamentally different power architectures — creating clear winners and losers among equipment makers.
Anthropic Introduces CJS Jailbreak Severity Scale with Amazon, Microsoft, and Google
Anthropic, together with Amazon, Microsoft, and Google, proposed the CJS scale (CJS-0 to CJS-4) — the first cross-industry standard for rating AI jailbreak severity across four axes: capability gain, breadth, weaponizability, and discoverability.
A warning sign about AI's real cost, courtesy of Google and Amazon
Sustainability reports from Google and Amazon revealed Google's carbon emissions rose 25% year-over-year and Amazon's 16%, as AI infrastructure expansion has made previously pledged carbon neutrality goals significantly harder to achieve.
UN Independent AI Science Panel Warns Window for Global AI Governance Is Closing
The UN Independent International Scientific Panel on AI released a preliminary report warning that AI capabilities are advancing faster than regulatory frameworks. The Global AI Governance Dialogue begins July 6 in Geneva.
Crusoe in Talks to Raise $3 Billion in Round That May Triple Firm's Value
Crusoe, the AI data center company with compute contracts for Meta and Oracle, is in talks to raise $3 billion in a round that may triple its valuation from $10 billion to $30 billion, as it contracts 4.9 GW of computing power with 40+ GW in pipeline.
China's Kling AI Raises $2 Billion to Expand AI Video Operations
Kling AI, a spinoff from Chinese short-video giant Kuaishou Technology, raised an initial $2 billion in venture capital to expand its AI video generation operations.
Right to Local Intelligence — Campaign to Protect the Right to Run Open AI Models Locally
The righttointelligence.org campaign asserts that people should have the legal right to download, own, run, study, and modify open AI models locally without licensing requirements, warning that new state laws could put local AI behind a permission wall.
Launch HN: Manufact (YC S25) — MCP Cloud for Deploying, Testing, and Monitoring MCP Servers
Manufact (YC S25) launched a cloud platform for MCP servers — enabling deployment, testing, monitoring, and app store distribution for AI agents like Claude, ChatGPT, and Cursor. Hit 97 points on HN on launch day.
The short leash AI coding method for beating Fable
A practical methodology for working with AI coding agents without losing code quality or control: no YOLO mode, per-subtask commits, mandatory dual AI+human PR review, and full author self-review — directly addressing the spike in production incidents from AI-assisted coding.
Štvrtok 2. júla 2026
OpenAI Proposes Giving the US Government a 5% Stake
Sam Altman is in early talks with the Trump administration to grant the US government a 5% stake in OpenAI, valued at roughly $42.6 billion, as a way to share AI upside with the public.
Nvidia Offers Revenue-Sharing Model for Aspiring AI Startups
Nvidia is granting token compute credits to AI startups in exchange for a share of future sales, aiming to expand access to large-scale GPU infrastructure beyond well-funded companies.
Meta Is Building a Cloud Business to Sell Excess AI Compute
Meta Platforms is building a cloud infrastructure business to monetize its vast AI compute surplus, competing directly with AWS, Microsoft Azure, and Google Cloud. Meta shares surged more than 9% on the news.
TikTok Creator ByteDance Picks Brazil for Largest Data Center Outside China
ByteDance has chosen Brazil's Ceará state for a $39 billion, 1 GW data center campus — its largest outside China — to serve TikTok's international operations, with first halls operational in late 2027.
Tech and Finance Sectors Losing 28,000 Jobs Per Month Due to AI
New Bloomberg data shows accelerating payroll declines in information and financial-activities sectors averaging 28,000 jobs lost per month in 2026 — the clearest documented evidence yet of AI-driven white-collar displacement.
SoftBank Renews Talks for $10 Billion Loan Against OpenAI Stake, Adds Concessions
SoftBank has reopened talks for a $10 billion margin loan against its OpenAI stake, adding a self-repayment guarantee after lenders rejected an equity-only collateral structure for a private company.
Gemini Spark, Google's Agentic Assistant, Is Now Available on Mac
Google expanded its Gemini Spark agentic AI assistant to macOS, adding real-time topic monitoring and Google Tasks and Keep integration alongside several new capabilities.
Restaurants Can Now Accept Orders Placed Directly from ChatGPT and Claude Thanks to Square
Square launched integrations with ChatGPT and Claude allowing consumers to discover restaurants and place orders directly inside AI chat interfaces, with Square processing transactions at low fees and no marketplace commission.
Palantir CEO Alex Karp Blasts Token-Based AI Pricing as 'Completely Wrong'
Palantir CEO Alex Karp publicly criticized the token-pricing model used by OpenAI and Anthropic as fundamentally broken, saying enterprise CEOs are frustrated by skyrocketing AI costs and demand for closed frontier models could erode.
Senior SWE-Bench: Open-Source Benchmark Assesses AI Agents as Senior Engineers — Best Model Scores 24%
Snorkel AI launched Senior SWE-Bench with 156 real pull request tasks requiring agents to diagnose bugs from runtime logs and match codebase conventions — best model Claude Opus 4.8 scores just 24%.
Weave Robotics Launches Isaac 1, a $7,999 Mobile Home Robot with Fall 2026 Deliveries
Weave Robotics unveiled Isaac 1, a fully mobile $7,999 home robot that autonomously tidies rooms, picks up dirty laundry, and handles loaded hampers, with California deliveries planned for fall 2026.
Venice AI Becomes a Unicorn with $65M Series A as Its Privacy-First AI Platform Takes Off
Privacy-focused AI platform Venice AI raised a $65 million Series A at a $1 billion valuation — its first external fundraise — after organically growing to over 3 million active users offering access to 200+ AI models with zero data retention.
UK's National Grid Invests $1.75 Billion in US AI Power Company Joulent
UK utility National Grid is acquiring a 35% stake in Joulent LLC, developing a 2.67 GW natural gas plant in West Texas with Chevron to supply a Microsoft data center under a 20-year power purchase agreement.
SpaceX Has an AI Device Prototype and It Sure Sounds Phone-ish
SpaceX showed investors a prototype for a handset-like AI device slimmer than an iPhone, running a proprietary OS, using a Qualcomm Snapdragon chip, and integrating xAI technology — at an early stage with no commercialization guarantee.
Utorok 30. júna 2026
BIS warns AI investment boom could trigger next financial crash
The Bank for International Settlements named an AI bust among the three biggest threats to global prosperity, warning that hyperscalers' >$1T capex in 2025-2026 exceeds earnings and free cash flow, with 'circular financing' deals amplifying systemic risk.
CoreWeave ARIA Launches as an AI Research and Iteration Agent
CoreWeave launched ARIA, an autonomous AI research agent built into Weights & Biases that can analyze experiments, form hypotheses and run continuous model improvement loops with minimal human oversight.
Animation's AI reckoning: Filmmakers say they can make movies for 90% less
Bloomberg finds animators using generative AI to cut animated film production costs by up to 90%. Jeffrey Katzenberg says a world-class animated movie that once needed 500 artists over five years 'won't take 10% of that' going forward.
Robot hand company settles Tesla trade secret suit and announces $11M raise
Proception, founded by a former Tesla Optimus technical lead, settled a year-old trade secret lawsuit with Tesla and simultaneously announced an $11 million seed round led by First Round Capital.
India's AI dream is getting lost in translation
Bloomberg's Catherine Thorbecke argues India is the world's #2 market for ChatGPT and Claude, but with ~24 official languages and 100+ dialects, AI risks becoming yet another technology dividing the English-speaking elite from the rest.
Samsung, SK Hynix, Micron sued in US over alleged DRAM price fixing
A class action filed in the Northern District of California accuses the three biggest memory makers of secretly coordinating to cut DRAM production and shift capacity to HBM for AI accelerators, driving consumer memory prices up roughly 700% in four years.
China and India see top firms lose market cap share amid AI lag
China, India and Hong Kong are the only major markets where top firms now hold a smaller share of total market cap than a year ago, while Korea (65%) and Taiwan (56%) saw concentration surge thanks to AI champions.
China rolls out nationwide AI education plan across all school levels
China's State Council issued a five-year blueprint making AI a core capability for every student, integrating it across all schooling levels as part of Xi's push to dominate advanced technologies.
Anthropic livestreams "The Briefing: AI for Science" on June 30
Anthropic is running a live broadcast showcasing how Claude is being deployed across pharma, biotech and academic research, with product demos and customer case studies from leading life-sciences institutions.
Micro-Agent: Beat Frontier Models with Collaboration Inside Model API
The vLLM project published a technical post arguing that small open models, bundled into bounded "micro-agent" runtimes inside the serving layer, can match or beat frontier closed models on real tasks at a fraction of the cost.
Google reshuffles its AI coding team as it struggles to catch Anthropic
Google has restructured its AI coding strike team, adding a new "midtraining" phase and pulling Sergey Brin and DeepMind CTO Koray Kavukcuoglu into direct oversight after losing six senior researchers in five months — most recently Denny Zhou to Meta.
Why Won't Europe Build AI Data Centers in Iceland?
A viral analysis on Hacker News argues that Iceland, with abundant cheap geothermal and hydro power and a cold climate, should be Europe's natural home for AI data centers — but bandwidth, latency, talent and policy frictions keep hyperscalers building in Ireland, Germany and Spain instead.
Pondelok 29. júna 2026
Brown University Professor Denounces Mass AI Fraud on Take-Home Exam
Economics professor Roberto Serrano publicly called out widespread AI cheating in his ECON 1170 take-home exam where the median score was 98% and 40 of 86 students got 100%. Identical wrong answers and ChatGPT-style proofs forced a return to in-person exams.
Austria Lobbies EU to Host Anthropic After US Access Curbs
Austria's state secretary urged the European Commission to explore the strategic establishment of Anthropic within the EU after the Trump administration restricted foreign access to the company's most advanced models.
Australia's Firmus Technologies Strikes AI Access Deal With Nvidia
Australian AI infrastructure firm Firmus signed a strategic partnership with Nvidia to deploy 170,000 GPUs in Batam, Indonesia, projecting up to $30 billion in revenue over six years.
Google Caps Meta's Use of Gemini AI Models, FT Reports
Google has capped Meta's access to Gemini models because it cannot supply the compute Meta demanded, pushing Meta to shift to its internal Muse Spark model and triggering an internal pushback against "tokenmaxxing."
Tokenmaxxing Is Dead, Long Live Tokenmaxxing
Widely-shared essay argues the industry pivot from raw token consumption to efficiency-per-task is real but overstated — agentic workflows are quietly burning more tokens than ever, just hidden inside higher-level abstractions.
Colorado AI Act Goes Live June 30 — First Comprehensive US 'High-Risk AI' Statute
After multiple delays, SB24-205 takes effect Monday. It requires developers and deployers of 'high-risk' AI to exercise reasonable care against algorithmic discrimination, conduct impact assessments, and disclose.
South Korean Tech Giants to Build a $518 Billion Chipmaking Hub to Serve Soaring AI Demand
Samsung and SK Hynix will build a 800-trillion-won ($518 billion) chip hub in southwestern South Korea — two fabs each — to meet surging memory demand from AI data centers.
A Way to Exclude Sensitive Files Issue Still Open for OpenAI Codex
A long-standing GitHub issue resurfaced showing OpenAI's Codex CLI still lacks a clean way to exclude .env-style secrets from being uploaded to the model. Renewed scrutiny after a string of leak incidents.
Herdr: Agent multiplexer that lives in your terminal
A new open-source tool called Herdr lets developers run and orchestrate multiple AI coding agents in parallel from the terminal; it trended on Hacker News.
Nedeľa 28. júna 2026
OpenAI Considers 2027 IPO After Anthropic's Expected Public Debut
OpenAI is leaning toward delaying its IPO to 2027 according to Bloomberg, which would put it on public markets after rival Anthropic, who is targeting October 2026.
ON Semiconductor to acquire Synaptics in $7B all-stock deal for Edge AI
Analog giant ON Semiconductor is acquiring Synaptics in an all-stock deal, absorbing its Edge AI compute, HMI and wireless connectivity portfolio. The move targets a $30B TAM expansion by 2030.
SoftBank Shares Tumble 13% After Report of OpenAI's IPO Delay
SoftBank shares fell as much as 13% on June 26 after a NYT report indicated OpenAI is leaning toward delaying its IPO to 2027 — the steepest single-day drop since August 2024.
DeepSeek releases DSpark speculative decoding, 60–85% faster V4 inference
DeepSeek open-sourced DSpark, a speculative-decoding framework that speeds up V4 Flash generation by 60–85% without retraining the model. The codebase is MIT-licensed.
AI Revenue Hits $25 Billion, Topping Depreciation for Meta, Alphabet, Microsoft
Bloomberg flags that combined AI revenue at Meta, Alphabet, and Microsoft has for the first time exceeded depreciation on AI infrastructure — a milestone toward positive ROI.
Faros AI study: AI coding tools tripled production incidents
Faros AI's review of telemetry from 22,000 developers across 4,000 teams shows AI coding tools boost output but cause bugs and incidents to surge faster — dubbed Acceleration Whiplash.
Google in talks with Samsung Foundry for next-gen TPU "Icefish" I/O die
Google is dual-sourcing its 10th-gen TPU Icefish — TSMC produces the compute die on 1.4nm and Samsung Foundry the I/O chiplet on 2nm. Samsung's biggest AI win to date.
Mistral AI raises $830M debt facility for data center expansion at €11.7B valuation
Mistral AI raised $830M in debt (not equity) at an €11.7B valuation. A new 10 MW inference-focused data center at Les Ulis opens in Q3 2026.