Thurs, Aug 27, 2026: HuggingFace, NVIDIA. Pair that combo with Nemotron SwitchYard = Distribution, optimization, and runtime hardware in one neat package. Maybe the stans are right.

Wednesday, Aug 26, 2026: Nvidia Q2 earnings keep the party going; Meta agrees ~$16.7B teen-safety settlement; Apple event Sept 9.

How long before NVIDIA moves aggressively into memory?

Tuesday, Aug 25, 2026: OpenAI’s Jalapeño chip promises faster inference; SpaceX $100B Louisiana Starbase and Anthropic’s $30T IPO

Tension btw supply and demand is about to vibe shift again as high efficiency inference starts to trickle out of labs and into DCs.

Sunday, Aug 16: Fire up your 3D printer and print a Flock Sock, Firefox native ad-blocking, Strip / Openrouter deal firms up at 7B

I was wondering what the Nvidia Switchyard release would do to the Stripe / OR deal

Thursday, Aug 13, 2026: Sandisk, Lenovo have big days on the markets; Databricks closes $5B raise at $190B; Anthropic's agents don't like each other.

GPT-Sol running at 14x speed is... interesting.

Weds, Aug 12, 2026: Anthropic watermarks content, Oracle cuts jobs as stock tumbles; Nvidia hikes 96GB Blackwell to ~$16k; xAI rolls out Grok 4.6

And - google launches pixel 11 series.

Tuesday, Aug 11, 2026: Nvidia’s open weight model and router; CRWV losing more than ever, OpenAI COO leaving to found.

Bonus: US air traffic control borrowing from the Last Starfighter recruitment playbook.

Monday, Aug 10: Nvidia becomes banker to its customers w/ $500B Wall Street financing plan; Intel $15B stock raise; Meta goes all in on open weights

And: Kevin O'Leary's looking at buying into $SPCX.

Thursday, Jul 23, 2026: House unveils bipartisan AI 'kill switch' bill; Intel Q2 +25% on AI servers; AMD–Cerebras wafer‐scale tie‐up shifts hardware stakes

And: Mark Zuckerberg wants to give you an AI hug.

Wednesday, Jul 22, 2026: SpaceX scouts Texas for giant AI data centers — Alphabet posts $119.8B Q2; OpenAI $750B cloud spend amplifies infrastructure race

Bonus: Is SK Hynix buying an intel plant in Ohio?

Tuesday, Jul 21, 2026: Nvidia’s Vera Rubin and Vera CPU promise major AI efficiency gains; TSMC hikes, U.S. IP sanctions talk, $180M crypto bank raise

Bonus: XTE shrinks the... ereader??

Mon, Jul 20, 2026: Judge freezes Paramount–WB merger; MS goes AMD Helios, Hugging Face goes Chinese OSS, LG goes Spyware

And: Samsung gets in the credit card game.

Tuesday, Jul 14, 2026: IBM warns of AI spending slowdown as shares tumble; New York halts AI data centres; CleanSpark inks a $6.6bn lease for long-term capacity

Plus: OpenAI launches a smart speaker. How much does it look like an apple home pod, I wonder.

Monday, Jul 13, 2026: Meta bets 5GW and 50 billion on Louisiana AI campus: grid, jobs and politics meet the data centre arms race; TSMC revenue up 68% YoY, LA backs off of FLOCK

Plus: The galaxy is literally sweet.

Monday, Jul 6, 2026: Samsung's AI chip windfall boosts profit; autonomous ransomware, Microsoft trims 4,800, SK Hynix eyes a $28–29bn Nasdaq debut

Plus: How good will an iPhone 17 Pro Max be in the YEAR 2276??

Thursday, Jul 2, 2026: MSFT doubles down on implementation; SK Hynix commits to 65B memory expansion, Tesla bounces back.

Bonus: Kalshi and Polymarket volumes surged about 75 percent to roughly $45 billion in June driven by World Cup betting.

Tuesday, Jun 30, 2026: US restores Anthropic model access; Visa and Mastercard launch USD stablecoin; Meta's Brain-computer Interface, Micron's got room to run

Bonus: Artificial, the OpenAI movie, gets a new distributor.

Monday, Jun 29, 2026: Palantir + NVIDIA, RKLB buys Iridium, Supreme Court rules geofences are a 4A search; Tidal's down w/ AI, but won't pay for plays

Bonus: Cursor goes mobile.

Friday, Jun 26, 2026: US restores limited access to Anthropic Mythos 5, IBM reveals sub 1nm chip, Binance to exit EU, Nvidia selloff ripples markets and Micron locks memory prices

Regulatory relief, memory pricing power, and chip volatility turn today's AI cycle into a stress test for execution.

Thursday, Jun 25, 2026: OpenAI slows GPT 5.6 rollout for government review; OpenAI builds chips, Apple pivots to AI M7, EU eyes cloud gatekeepers

Hardware bets, cloud scrutiny, and moderation automation turn today’s AI race into an operations and compliance story.

Wednesday, Jun 24, 2026: AI compute reshuffle: Micron posts blowout revenue, Qualcomm buys Modular and unveils Dragonfly, OpenAI and Broadcom reveal Jalapeno chip

Bonus: Bezo's Slate pickup priced at a sort-of-OK $25,000

Monday, Jun 22, 2026: SpaceX selloff rattles markets; Microsoft secures 2GW Texas hub with onsite gas plant to power AI expansion and dodge strained grids

Getty images getts with the program and signs a partnership with OpenAI

Friday, June 19. Pretty quiet today. ASML accused of an EUV tool in China; Microsoft patch probs; Norway bars chatbots at school.

No one IPO'd today. Not even one.

Thurs, June 18: Accenture tanks on earnings, Apple ROM vulnerability, Intel + Apple, and Bernie Sanders proposes semi-nationalizing AI companies

Yann LeCun warns the AI bubble could burst because of failures like xAI.

Wednesday, Jun 17, 2026: Apple warns of inevitable price rises as Fed signals firmer policy; Fortinet hack steals thousands of VPN credentials

If you found this briefing useful, forward it to a colleague and make them worry about memory prices and firewall patches before lunch.