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A Memory Shortage Triggered $950B in AI Deals

A Memory Shortage Triggered $950B in AI Deals

Nvidia, SK Group, Samsung and Broadcom signed close to a trillion dollars in AI chip and memory deals in San Francisco, and the memory shortage behind them means someone outside the room ends up paying.

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POCKET-35B

POCKET-35B

VIDRAFT quantizes its Darwin-36B-Opus MoE model into a 35B GGUF that runs on stock llama.cpp with no GPU, trading GPQA Diamond score for CPU and phone portability.

Claude Opus 5

Claude Opus 5

Anthropic's July 2026 release prices near-Fable-5 coding and agentic performance at Opus 4.8 rates, doubling Frontier-Bench scores and landing within 0.5 points of Fable 5 on CursorBench at half the cost.

SWE-1.7

SWE-1.7

Cognition's proprietary coding model powering Devin, scoring 42.3% on FrontierCode 1.1 Main at $1.97/task via Cerebras inference at 1000 tokens/sec.

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PersonaPlex 7B Runs Full-Duplex Speech on a Mac

PersonaPlex 7B Runs Full-Duplex Speech on a Mac

A developer ported NVIDIA's PersonaPlex 7B speech-to-speech model to native Swift using MLX, running full-duplex conversation on Apple Silicon with no cloud, no Python, and faster-than-real-time inference.

LLMs Can Unmask Online Users for $4, Study Finds

LLMs Can Unmask Online Users for $4, Study Finds

Researchers from ETH Zurich and Anthropic show that LLM agents can strip pseudonymity from forum posts at scale for as little as $1.41 per target - matching what human investigators could do in hours.

Nvidia Rules Out $100B OpenAI Bet as IPO Nears

Nvidia Rules Out $100B OpenAI Bet as IPO Nears

Jensen Huang confirmed Nvidia's $30B OpenAI investment will likely be its last direct equity stake, killing the $100B pledge as OpenAI races toward a public listing at a $730B valuation.

Meta's $100B AMD Bet Is a Direct Shot at Nvidia

Meta's $100B AMD Bet Is a Direct Shot at Nvidia

Meta and AMD signed a 6-gigawatt, multi-year GPU pact worth up to $100B - announced days after a separate Nvidia expansion, signaling Meta's deliberate strategy to break single-vendor dependence in AI compute.