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Vercel shipped Eve, an open-source TypeScript agent framework, at Ship London in June. The filesystem-first design and isolated Sandbox runtime signal a serious play for the production agent layer.
Anthropic signed a 20-year, $19 billion data center lease with TeraWulf at a former aluminum smelter in Kentucky, its largest dedicated infrastructure commitment yet.
Amazon will stop accepting new customers for Mechanical Turk on July 30, 2026, retiring the crowdsourcing platform that spent 21 years training the AI models now replacing it.
Anthropic's Claude models are now generally available in Microsoft Foundry on Azure, running on NVIDIA GB300 Blackwell Ultra NVL72 racks - with vendor numbers claiming 40% faster token generation than H100.
Crusoe is in talks to raise roughly $3 billion at a $30 billion valuation, tripling what investors paid eight months ago as AI compute demand outstrips available infrastructure.
Meituan open-sources LongCat-2.0, a 1.6T MoE model trained on 50,000 Chinese ASICs that secretly topped OpenRouter under the alias Owl Alpha.
Anthropic is in early talks with Samsung to develop its first custom AI chip on a 2nm process, making it the last major frontier lab to enter the custom silicon race.
d-Matrix Corsair is an SRAM-based in-memory compute ASIC in production since June 2026, targeting 10x faster and 5x more power-efficient LLM inference vs GPU baselines.
OpenAI's first custom AI chip, co-designed with Broadcom on TSMC 3nm, targeting 50% lower inference cost than GPU alternatives.
Meta is building a cloud business to sell excess AI compute capacity, sending its stock up 8% while CoreWeave dropped 13% and Nebius fell 15%.
Transformer ASIC startup Etched comes out of stealth with first-pass silicon on TSMC N4P, $800M raised, and more than $1B in signed customer contracts.
Adobe's deal to buy Topaz Labs is less about upscaling filters and more about NeuroStream, the on-device inference engine that runs large AI video models on consumer RTX GPUs.
