AI · Capital Markets · Industry
Meta released the 30B-parameter Muse Glimmer model, plans an open-source release of the flagship Muse Spark 1.2, and announced a US$1bn data-centre community fund. Zuckerberg published a 6,500-word essay championing the open-AI path. (Wall Street Journal)
Read more →Surging AI compute demand has tightened high-bandwidth memory (HBM) supply, prompting fierce lobbying by semiconductor makers in Washington for government resources and policy support — underscoring how the AI infrastructure layer has become a geopolitical battleground. (New York Times)
Read more →OpenAI expanded its Daybreak programme into two tiers — Blue (frontier-model access) and Red (a purpose-built cybersecurity model) — opening GPT-5.6-Cyber to partners to counter the threat of autonomous cyber-attacks. (OpenAI / Axios)
Read more →Anthropic will keep Claude Sonnet 5 at its promotional pricing (US$2 per million input tokens, US$10 per million output), scrapping a planned 1 September increase to consolidate its price-performance advantage. (Anthropic)
Read more →Crunchbase data shows 195 new unicorns worldwide in H1 2026, led by AI, robotics and semiconductors. DeepSeek tops the list at a US$50bn valuation, while China ranks second globally with 38 new unicorns. (Crunchbase News)
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