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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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Models

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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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US Weighs 75K-Chip Cap on Nvidia H200 Sales to China

US Weighs 75K-Chip Cap on Nvidia H200 Sales to China

The Trump administration is considering limiting Chinese companies to 75,000 Nvidia H200 GPUs each - less than half what Alibaba and ByteDance want - while zero chips have shipped despite months of export approvals.

Gemini 3.1 Pro Tops Benchmarks but Developers Can't Rely on It

Gemini 3.1 Pro Tops Benchmarks but Developers Can't Rely on It

Gemini 3.1 Pro leads ARC-AGI-2, LiveCodeBench, and 11 other benchmarks with 750 million users and 21.5% market share - but developers report stalled responses, leaked thinking tokens, and API outages that make it unusable for production coding and agent workflows.

GLM-5

GLM-5

Zhipu AI's GLM-5 is a 744B MoE model with 40B active parameters, trained on 100K Huawei Ascend chips, scoring 77.8% SWE-bench and 50 on Artificial Analysis Intelligence Index - MIT licensed.

What Are AI Reasoning Models?

What Are AI Reasoning Models?

A plain-English guide to AI reasoning models - what they are, how they think step by step, and when you should actually use one.