Meta Rolls Out Meta AI in Threads DMs for All Users Globally
Meta rolled out Meta AI to Threads DMs globally on July 27, giving half a billion users private access to the AI chatbot — no more sharing conversations publicly in the feed.
Categories: AI, Modely, Čipy (AI)
60 noviniek
Results
Utorok 28. júla 2026
Pondelok 27. júla 2026
Moonshot AI releases Kimi K3 open weights — largest open-weight model in history
Chinese AI lab Moonshot AI released full open weights for Kimi K3, a 2.8-trillion-parameter sparse MoE model. It is the largest open-weight model release in history, natively handling text, image, and video with a 1M token context window.
Nvidia's $750 Billion Deals Revive Fear of AI Circular Financing
Nvidia is working on deals totaling more than $750 billion — a $250B backstop for OpenAI's Ohio data center and a $500B+ initiative with SK Group — reviving fears that AI companies are artificially inflating each other's demand.
Chipmaker CXMT's 466% Market Debut Surge Makes It the Most Valuable China-Listed Company
ChangXin Memory Technologies (CXMT), China's largest DRAM maker, surged 466% on its Shanghai debut after the country's biggest semiconductor IPO ($8.6B), pushing its market cap to $487B and making it mainland China's most valuable listed company.
AMD commits $5 billion to Anthropic and will deploy 2 gigawatts of MI450 GPUs
AMD and Anthropic announced a strategic partnership where AMD commits up to $5 billion in equity investment and will deploy 2 gigawatts of Instinct MI450 GPU compute for Anthropic, with first deployment starting H1 2027.
Google developing Frozen v2 AI chip with Gemini architecture baked into silicon — 6-10x more efficient than TPUs
Google is secretly developing a server AI chip called Frozen v2 that hardwires key parts of Gemini's architecture directly into silicon. Internal sources claim it will deliver 6-10x more AI tokens per watt than current TPUs, targeting deployment in 2028.
Nedeľa 26. júla 2026
Anthropic Asked SK Hynix for Chip Component Supplies to Build Its Own Semiconductors
SK Group Chairman Chey Tae Won disclosed that Anthropic approached SK Hynix for chip component supplies, signaling Anthropic's push to design and manufacture its own AI semiconductors following OpenAI and Google.
Inflect-Micro-v2: Complete Text-to-Speech Synthesis in Just 9.36M Parameters
Inflect-Micro-v2 delivers complete text-to-speech synthesis in just 9.36M parameters -- dramatically smaller than standard TTS models -- enabling practical on-device voice generation without cloud dependency.
The New Rules of Context Engineering for Claude 5 Generation Models
Anthropic published a detailed guide to context engineering for Claude 5-generation models, covering long contexts, instruction hierarchies, and agent memory management.
Sobota 25. júla 2026
Anthropic Releases Claude Opus 5, Its Most Capable Model
Anthropic launched Claude Opus 5, leading the Artificial Analysis leaderboard with major improvements in reasoning, coding, and cybersecurity.
Nvidia, Microsoft and Meta Lead 25-Company Open-Weight AI Coalition
Twenty-five tech companies including Nvidia, Microsoft, and Meta formed a coalition to advocate for development and distribution of open-weight AI models, directly pushing back against closed model approaches.
Kimi K3 Open Weights Drop July 27: Near-Frontier Coding, Undisclosed Hallucination Risk
Moonshot AI will release open weights for the 2.8-trillion-parameter Kimi K3 on July 27, but independent testing revealed a 51% hallucination rate that the company omitted from its benchmark charts.
OpenAI Launches GPT-Live in ChatGPT Desktop App
OpenAI introduced full-duplex voice mode GPT-Live to the ChatGPT desktop app, also enabling voice control of Codex and ChatGPT Work agents during conversations.
Cognition AI Acquires Startup Poke
Cognition AI, maker of the autonomous coder Devin, acquired startup Poke, expanding its ecosystem of AI tools for developers.
Google Expands Gemini Spark Agentic Assistant to AI Pro Subscribers at $20/month
Google expanded access to Gemini Spark, its autonomous AI agent, from the exclusive AI Ultra tier ($100-200/month) to all US AI Pro subscribers ($20/month) on July 24, 2026.
Midjourney Acquires Astrology App Co-Star
Midjourney, known for AI image generation, acquired popular astrology app Co-Star, moving beyond the visual AI space.
China Seeks Clarity in AI Talks with the US
Chinese officials are requesting a more concrete agenda for AI talks with the United States amid ongoing technological and trade tensions.
South Korea Mobilizes $880 Billion in Corporate Investment for AI and Semiconductor Infrastructure
South Korean President Lee Jae-myung announced a 10-year $880 billion public-private investment plan for semiconductors, AI data centers, and robotics on June 29, 2026, with Samsung and SK Hynix committing to build four new chip fabrication plants.
White House AI Power Czar Departs
The White House advisor responsible for energy infrastructure for AI data centers is departing, raising questions about continuity of AI energy policy.
Israel and UK Appoint AI Ministers
Israel and the United Kingdom appointed dedicated AI ministers, strengthening governmental commitment to strategic AI development and related legislation.
ChatGPT Work: OpenAI Launches Agent That Delivers Finished Outputs After Hours of Autonomous Work
OpenAI launched ChatGPT Work on July 9, 2026 — an agent within ChatGPT that takes over full projects across apps, works autonomously for hours, and returns finished outputs like spreadsheets, slides, documents, and web apps.
Piatok 24. júla 2026
AMD Unveils Instinct MI455X GPU and Helios Rack-Scale AI System to Challenge Nvidia
AMD unveiled the Instinct MI455X GPU with 432GB HBM4 memory and the Helios rack-scale system delivering 2.9 ExaFLOPS — with OpenAI, Meta, Anthropic, and Microsoft as confirmed customers.
Show HN: Echo — Frontier-Level AI Results at 1/3 the Cost Using Open-Weight Model Routing
TracerML launched Echo, which dynamically selects and combines open-weight AI models to achieve results comparable to Anthropic Fable at roughly one-third of the cost. It earned 402 upvotes on Hacker News.
Black Forest Labs Launches FLUX 3: First End-to-End Jointly Trained Model for Image, 20-Second Video, and Audio
Black Forest Labs launched FLUX 3, a multimodal model trained end-to-end across image, video (up to 20 seconds), and audio. Unlike prior pipeline solutions assembling separate models, FLUX 3 is trained jointly across all modalities simultaneously. It launches in limited access.
AI Chip Startup Etched Closes $300M Series C at $10.3B Valuation, Defying Early Skepticism
Etched, an AI chip startup developing specialized ASIC inference chips that operate without traditional GPUs, closed a $300M Series C at a $10.3B valuation. Prior reports indicated negotiations at up to $20B — the actual close confirmed a lower but still substantial figure.
Štvrtok 23. júla 2026
Cactus Hybrid: Gemma 4 Post-Trained to Know When It Is Wrong - 0.814 AUROC, 15-35% Cloud Escalation
The Cactus team post-trained Google Gemma 4 2B with a 68K-parameter probe that reads hidden states to predict p(wrong), achieving 0.814 AUROC vs. 0.549 for token entropy. Only 15-35% of queries need cloud escalation while matching frontier model performance.
STMicroelectronics Raises AI Data Center Revenue Forecast Above $1 Billion for 2026
STMicroelectronics lifted its 2026 AI data center revenue forecast to above $1 billion, up from 'nicely above $500 million,' driven by strong demand for 800G and 1.6T pluggable optics and silicon photonics.
Nvidia Publishes Vera CPU SPEC CPU 2026 Benchmarks and Olympus Architecture White Paper
Nvidia released a detailed white paper for its Vera data center CPU revealing 88 Olympus cores, 164MB L3 cache, and 1.2 TB/s bandwidth. In SPEC CPU 2026 int rate benchmarks, dual-socket Vera scores 925 vs. 898 for dual-socket AMD EPYC 9755.
Streda 22. júla 2026
Trump's Pressure on US-Made AI Chips Is Hitting TSMC's Margins
TSMC committed $265B to US manufacturing, but US fabs cost 20–50% more than Taiwan, squeezing margins by 2–4%. The costs are expected to be passed on to customers — meaning higher AI chip prices broadly.
Poolside releases Laguna S 2.1, the West's most capable open-weight model
Poolside released Laguna S 2.1, a 118B MoE open-weight coding model trained from scratch in 9 weeks, free on Hugging Face — beating DeepSeek-V4-Flash and rivals 10x its size on agentic coding benchmarks.
Utorok 21. júla 2026
Nativ: Run Frontier Open Models Locally on Your Mac (MLX-native App)
Nativ is a free, open-source macOS application built natively on Apple MLX for running frontier open-weight models locally on Apple Silicon with no accounts, subscriptions, or cloud dependencies.
Etched Semiconductor Startup in Talks for Funding at Up to $20B Valuation
Etched, a startup building ASICs specifically optimized for transformer-based AI inference, is reportedly in discussions for a Sequoia-led funding round at valuations potentially reaching $20 billion.
Pondelok 20. júla 2026
Alibaba Previews Qwen 3.8: 2.4 Trillion Parameters, Claims 'Second Only to Fable 5'
Alibaba unveiled Qwen 3.8-Max-Preview at WAIC 2026 in Shanghai — a 2.4 trillion-parameter multimodal model. The company claims it ranks second only to Claude Fable 5, though no independent benchmarks have been published.
Huawei Unveils Atlas 950 SuperPoD at WAIC 2026, Claims 6.7× the Compute of Nvidia NVL144
Huawei publicly debuted the Atlas 950 SuperPoD at WAIC 2026 in Shanghai — an 8,192-chip Ascend cluster claiming 6.7× the compute of Nvidia NVL144 and 15× the memory capacity. The full system delivers 1 EFLOPS at FP8 and 256TB of globally addressable memory, with Q4 2026 availability targeted.
Nedeľa 19. júla 2026
OpenAI reduces Codex Model Context Size from 372k to 272k tokens; community builds Codex Resets tracker
OpenAI in Codex 0.144.6 (July 18) corrected the incorrectly advertised 372k tokens to the actual 272k. The developer community simultaneously launched a tracker documenting 35 unscheduled usage-limit resets with no published schedule.
xAI Completing Training of 2 Trillion Parameter Grok Successor, Targeting August 2026 Release
Elon Musk announced xAI is completing training of a 2 trillion parameter model — 33% larger than current Grok 4.5. Release is targeted for August 2026, with speed and token efficiency expected to remain close to its predecessor.
Sobota 18. júla 2026
Moonshot AI's Kimi K3 triggers global tech selloff — a new 'DeepSeek moment'
Chinese startup Moonshot AI released Kimi K3, a 2.8-trillion-parameter open-weight model rivaling top US AI offerings, triggering a sharp selloff in semiconductor and AI stocks globally.
Google AI Mode adds Instacart, Canva and YouTube Music integrations
Google rolled out connected app integrations for AI Mode Search in the US, letting users build Canva designs, create YouTube Music playlists, or add Instacart grocery items without leaving the search interface.
Piatok 17. júla 2026
China's Moonshot AI releases Kimi K3, the largest open-source model ever, rivaling top U.S. systems
China's Moonshot AI released Kimi K3, a 2.8 trillion-parameter open-weight model with a 1M context window that outranks Claude Opus 4.8 and ties with GPT-5.6 Sol in Arena benchmarks. Weights release planned for July 27.
Japan Government, Industrial Leaders and NVIDIA Launch the World's First National AI Infrastructure
Japan's government (METI), Noetra Corp. and NVIDIA launched the world's first national AI infrastructure — an AI factory with 13,750 Vera CPUs and 27,500 Rubin GPUs at 140 MW capacity. Jensen Huang accompanied the announcement and introduced the Cosmos 3 Edge model.
Rebuilt Gemini 3.5 Pro Misses Third Deadline: Google Eyes Stopgap Release
Gemini 3.5 Pro missed its third consecutive launch deadline on July 17, 2026. The fully rebuilt model still fails basic reliability standards. Google is reportedly considering a temporary stopgap release as an interim step.
Štvrtok 16. júla 2026
Thinking Machines amps up its bet against one-size-fits-all AI with its first open model, Inkling
Thinking Machines Lab, led by former OpenAI CTO Mira Murati and valued at $12B, released its first open-weights model Inkling — a 975B mixture-of-experts model designed for customizability, not raw benchmark performance.
TSMC Beats Q2 2026 Estimates: Hikes Full-Year Revenue Outlook to 40%+, Capex to $60–64B, Commits Additional $100B to US
TSMC beat Q2 2026 estimates driven by record AI chip demand. The company raised its full-year revenue growth outlook to over 40% and capital expenditures to $60–64B. It also announced an additional $100B commitment to US manufacturing.
Streda 15. júla 2026
PrismML Releases Bonsai 27B — First 27B-Class Model to Run on a Phone
Startup PrismML released Bonsai 27B, the first 27B-parameter model capable of running on iPhone 17 Pro at 11 tokens/second in a 1-bit variant weighing just 3.9 GB. Apple is reportedly evaluating the technology.
OpenAI hides Codex agent instructions behind encryption, leaving developers in the dark
Since early June 2026, OpenAI's Codex encrypts instructions passed between the orchestrating agent and its subagents via a new 'multi-agent v2' protocol. Developers building production agent pipelines can no longer audit internal task delegation.
Nvidia halves Asia buyer list in China chip crackdown
Nvidia has more than halved its approved Asian customer list after introducing a 'white list' requiring tighter compliance checks — including sending staff to customer data centers to verify end users — to prevent AI chips from being diverted to China.
ASML Earnings: Full-Year Outlook Raised as AI Boosts Demand at Chipmakers
ASML beat Q2 2026 guidance and raised its full-year 2026 revenue outlook for the second time this year to €43–45 billion (from €36–40 billion), driven by AI chip investment and accelerating DRAM orders for AI memory.
Utorok 14. júla 2026
TSMC Posts Record Q2 2026 Revenue Up 36% Year-on-Year Driven by AI Chips
TSMC posted record Q2 2026 revenue of $39.6 billion, up 36% year-over-year. AI chips account for roughly a quarter of annual revenue, with 3nm capacity fully booked through Q1 2027.
Pondelok 13. júla 2026
Claude Code sends 33k tokens before reading the prompt; OpenCode sends 7k
Analysis revealed Claude Code sends nearly 5x more scaffolding tokens before processing a prompt than OpenCode — a gap that can quadruple with real-world configs.
Migrating a production AI agent to GPT-5.6: 2.2x faster, 27% cheaper
Ploy.ai documented migrating a production UI-generation agent from Claude Opus 4.8 to GPT-5.6 Sol — 2.2x faster builds and 27% lower cost, but with unexpected behavioral pitfalls.
I love LLMs, I hate hype
Comma.ai founder argues AI progress stems primarily from Moore's Law and general compute, not frontier labs overstating their contributions to justify massive fundraising.
Sakana AI launches Fugu: multi-model orchestration achieving frontier performance outside US export controls
Tokyo-based Sakana AI released Fugu, a multi-agent orchestration system packaged as an OpenAI-compatible API that achieves frontier performance by synthesizing outputs from multiple models — without relying on US-controlled models.
Irish data centers now consume 23% of the country's electricity
Irish data centers now account for 23% of national electricity consumption, driven by AI infrastructure concentration in Dublin, straining the grid and reigniting planning controversies.
TechCrunch Mobility: A robotaxi ultimatum — Waymo vehicles stranded and towed after July 4 gridlock
Multiple Waymo robotaxis ran out of battery and required towing during July 4 gridlock in San Francisco — city supervisor Bilal Mahmood is demanding a formal inquiry into AV impact on public transit.
Nedeľa 12. júla 2026
Seedream 5.0 Pro: ByteDance's GPT-Image 2 Rival with Layer Editing and Native 2K Output
ByteDance launched Seedream 5.0 Pro on July 8, a direct rival to OpenAI's GPT-Image 2, featuring native 2K output, editable layer separation, sketch-based editing, and multilingual text rendering in 10+ languages.
Nvidia and CoreWeave: Circular GPU Financing Under the Microscope
IO Fund analyzes how Nvidia finances GPU clouds like CoreWeave and Nebius, which then buy Nvidia chips — a circular structure that inflates revenues on both sides.
Sobota 11. júla 2026
Meta Launches Muse Spark 1.1 — Its First Paid AI Model With Agentic Capabilities and 1M Context
Meta launched Muse Spark 1.1 on July 9, 2026, its first commercially paid model priced at $1.25/$4.25 per million tokens. The Superintelligence Labs model offers a 1M context window and agentic capabilities including computer use.
Meta's new AI chips will begin production in September
An internal Meta memo reviewed by Reuters revealed plans to begin manufacturing its in-house ASIC chip Iris via TSMC in September 2026. Iris was co-developed with Broadcom and cleared bug-testing in six weeks. Meta aims to double compute from 7 GW to 14 GW and reduce NVIDIA dependence.
Piatok 10. júla 2026
OpenAI Launches GPT-5.6 Family (Luna, Terra, Sol) and ChatGPT Work Workplace Agent
OpenAI launched three GPT-5.6 models and ChatGPT Work on July 9, 2026 — an agentic workplace assistant for long-running multi-step tasks, directly competing with Claude Cowork.
Grok 4.5 Independent Benchmarks Reveal 54% Hallucination Rate — Double Its Predecessor
Artificial Analysis found Grok 4.5's hallucination rate doubled from 25% to 54% vs. Grok 4.3 even as raw accuracy improved. The model ranked 4th on the Intelligence Index but leads all models on agentic tool-use.