Robot Deployment Ledger
Which automotive, logistics, and industrial brands are deploying which humanoid/robot makers — contracts, pilots, and order sizes. The only running record of it.
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Chip-War Control Ledger
Every export control, Entity List add, licence, and counter-control reshaping advanced computing — read from the primary, including the non-English ones.
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Compute Ledger
Data-center power deals, GPU/cluster allocation, and the physical build-out behind AI.
| Headline | Company | Date | Coverage |
|---|---|---|---|
| Applied Digital Declares Building 2 Phase 2 Ready for Service at Polaris Forge 1, Adding 75 MW and Lifting Ellendale to 250 MW | Applied Digital | 2 Oct 2026 | Read More → |
| Amazon and Constellation enter long-term agreement covering 690 MW at Calvert Cliffs, including 190 MW of new nuclear capacity expected online 2030–2032 | Amazon | 2 Oct 2026 | Read More → |
| MPSC Approves DTE Electric–Google Special Contracts in Case U-22058, With a 20-Year Term, 80% Minimum Billing, and Google-Funded 1,600 MW of Renewables | 2 Oct 2026 | Read More → | |
| Grigorenko panel sets 2027–2030 AI benchmarks for Russia’s national plan | — | 1 Oct 2026 | Read More → |
| OpenAI publishes GPT-6.1 Sol system card addendum, rates model Critical for cyber | — | 29 Sep 2026 | Read More → |
| China to fold AI, drones and remote sensing into 2026-2030 cultural heritage plan | — | 29 Sep 2026 | Read More → |
| Nvidia and Meta lock down the agent stack as ElevenLabs ships a voice model | — | 28 Sep 2026 | Read More → |
| CAS Ties Schools, Labs and Talent on One Track, Plans National S&T Think Tank | — | 28 Sep 2026 | Read More → |
| Nvidia rolls out open platform to contain AI agents from test bench to production | Nvidia | 28 Sep 2026 | Read More → |
| Nvidia engineers put agent containment in silicon, not in the model | Nvidia | 28 Sep 2026 | Read More → |
| Li Qiang Meeting Speeds ‘Six Networks,’ Including Computing-Power Grids | — | 28 Sep 2026 | Read More → |
| China Issues First National Battery Plan, Targets Initial Large-Scale All-Solid-State Use by 2030 | — | 28 Sep 2026 | Read More → |
| CAS Maps 2026-30 Push Into Chips, AI, Quantum, Brain Interfaces and Fusion | — | 28 Sep 2026 | Read More → |
| Beijing’s Monday AI Drop: U.S. Talks, National Compute, Academy Models | — | 28 Sep 2026 | Read More → |
| Russia Says Locally Trained AI Models See Broad Domestic Use | — | 27 Sep 2026 | Read More → |
| China Respects U.S. ‘Super Intelligence’ Wording After Xi Visit | — | 27 Sep 2026 | Read More → |
| Akamai locks $11.6 billion Anthropic cloud deal, issues warrant for up to 5% | — | 26 Sep 2026 | Read More → |
| Harvest Now Decrypt Later (HNDL): A CISA-Aligned Post-Quantum Cryptography Risk Briefing | — | 25 Sep 2026 | Read More → |
| China pledges easier market access, stronger digital trade rules at Hangzhou expo | — | 25 Sep 2026 | Read More → |
| Meta paper uses RL to match how often models produce certain outputs | — | 24 Sep 2026 | Read More → |
| AI Coalition releases predicted structures for 2,800-plus viral protein complexes | — | 24 Sep 2026 | Read More → |
| Gartner tells London CISOs AI agents, quantum clocks and deepfakes are now operating problems | — | 23 Sep 2026 | Read More → |
| Nvidia Test Finds AI Coding Fixes Often Break Once A Live Server Starts | — | 23 Sep 2026 | Read More → |
| Buist v. Anthropic, OpenAI, SpaceXAI & Google: Class Action Alleges Horizontal Agreement to Slow Frontier AI Capability Improvements (N.D. Cal. 3:26-cv-10693) | — | 22 Sep 2026 | Read More → |
| IBM Connects First Modular Cryogenic Systems in Milestone Toward Fault-Tolerant Quantum Computing | — | 19 Aug 2026 | Read More → |
| Socionext to Leverage Intel 18A-P for Custom AI and HPC SoCs, Beginning with High-Performance Compute Chiplet | — | 18 Aug 2026 | Read More → |
| OpenAI Secures Approximately 8 Gigawatts-IT at PORTS-Pike Technology Campus in Pike County, Ohio | — | 17 Aug 2026 | Read More → |
| NVIDIA Secures Exclusive AI Compute Role at SB Energy’s PORTS-Pike Campus in Ohio; OpenAI Named Customer for Up to 8 IT-GW | — | 17 Aug 2026 | Read More → |
| NVIDIA Details How Nations Are Deploying Sovereign AI for Strategic Priorities | Nvidia | 7 Jul 2026 | Read More → |
| TeraWulf Announces 20-Year Lease With Anthropic At Justified Data Campus | — | 7 Jul 2026 | Read More → |
| NVIDIA Introduces Revenue-Sharing Model to Unlock AI Compute at Scale | Nvidia | 2 Jul 2026 | Read More → |
| NVIDIA and Partners Commit to $500B US AI Infrastructure | Nvidia | 2 Jul 2026 | Read More → |
| Governor Abbott Awards $24.2M TSIF Grant to FormFactor for Probe Card Facility | — | 2 Jul 2026 | Read More → |
| Tesla Q2 2026 Production, Deliveries & Deployments: 451,758 Vehicles Produced, 480,126 Delivered; 13.5 GWh Energy Storage | — | 2 Jul 2026 | Read More → |
| Google Cloud Launches Major AI and Infrastructure Push at Inaugural Africa Summit | — | 2 Jul 2026 | Read More → |
| SoftBank Completes $10 Billion Second Tranche Investment in OpenAI via Vision Fund 2 | — | 2 Jul 2026 | Read More → |
| Silicom Secures First AI Inference Production Order; 2026 Revenue Guidance Lifted to Multi-Million Dollars | — | 30 Jun 2026 | Read More → |
| BrainChip Ships Production AKD1500 Neuromorphic Processors to Defense, Wearable Customers | — | 30 Jun 2026 | Read More → |
| Palantir Leverages NVIDIA Nemotron Open Models for U.S. Government Intelligent Engine | Nvidia | 29 Jun 2026 | Read More → |
| Firefly Aerospace Successfully Operates NVIDIA Jetson in Lunar Orbit for First Time | Nvidia | 29 Jun 2026 | Read More → |
| Chevron Signs 20-Year Power Agreement with Microsoft for Massive West Texas Data Center Project | Chevron | 27 Jun 2026 | Read More → |
| BCG: Token-Based Competition Has Arrived — Intelligence Is Now Abundant, Advantage Goes to Those Who Apply It Best | BCG | 23 Jun 2026 | Read More → |
| McKinsey: Data Readiness Now the Primary Constraint on Scaling AI Pilots | Mckinsey | 23 Jun 2026 | Read More → |
| HPE AI Factory with NVIDIA Adds Vera CPU, Agent Toolkit, and Full Confidential Computing for Production Agentic AI | Nvidia | 18 Jun 2026 | Read More → |
| NVIDIA Ecosystem Brings Causal AI, Real-Time Bidding, and Agentic Workflows to Cannes Lions | Nvidia | 18 Jun 2026 | Read More → |
| Pennymac Expands AWS Strategic Agreement to Deploy Enterprise-Grade AI and Commercialize Plaisse Servicing Platform | AWS | 18 Jun 2026 | Read More → |
| Zelis Selects AWS as Preferred Cloud Provider to Accelerate AI-Powered Healthcare Financial Modernization | AWS | 18 Jun 2026 | Read More → |
| Southwest Airlines Taps AWS as Preferred Cloud Provider, Targets AI- and Agent-Enabled Architecture by 2028 | AWS | 18 Jun 2026 | Read More → |
| Aehr Test Systems Receives Follow-On FOX-XP Wafer-Level Burn-In Order from Major Silicon Photonics Customer for Hyperscale Data Center Optical Interconnects | — | 17 Jun 2026 | Read More → |
| Dell’Oro: Data Center IT Semiconductor & Component Revenue Surged 116% YoY in Q1 | Dell'Oro | 17 Jun 2026 | Read More → |
| Google Launches TPU Developer Hub | 17 Jun 2026 | Read More → | |
| AMD and Rackspace Sign Deal for 30 MW Phased AMD AI Compute Deployment | AMD | 16 Jun 2026 | Read More → |
| Equinix Expands Cisco + NVIDIA Secure AI Factory Deployment Across Globe | Cisco | 16 Jun 2026 | Read More → |
| Amazon Announces Multibillion-Dollar Data Center in Missouri | Amazon | 15 Jun 2026 | Read More → |
| Microsoft/OpenAI ecosystem continues massive NVIDIA GPU intake | — | 13 Jun 2026 | Read More → |
| Google Cloud expanding co-engineered infrastructure with NVIDIA | — | 13 Jun 2026 | Read More → |
| Meta deepens NVIDIA partnership | Nvidia | 13 Jun 2026 | Read More → |
| xAI’s Colossus Supercluster Now Operational | — | 13 Jun 2026 | Read More → |
Chips & Semiconductors
Nodes, fabs, packaging, and memory.
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Model Releases
Frontier and open-weight model releases a buyer can evaluate.
| Headline | Company | Date | Coverage |
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| Council Implementing Decision (EU) 2026/2221 identifies five European Defence Projects of Common Interest under Regulation (EU) 2025/2643 | — | 1 Oct 2026 | Read More → |
| Huawei rebrands XMAGE as 华为睿影 XMAGE and ties Mate 90 Pro Max 典藏版 and Mate 90 RS 非凡大师 to Kirin 9050 Pro, with a lab claim of 37% and 62% imaging gains | — | 1 Oct 2026 | Read More → |
| Huawei Lists Mate 90 Series Sale at 12:08 on 1 October 2026, From 5,999 Yuan | — | 1 Oct 2026 | Read More → |
| Xi ties innovation-driven growth to a sound start for the 15th Five-Year Plan | — | 1 Oct 2026 | Read More → |
| DeepSeek’s GitHub list puts a plugin harness ahead of its model repos | DeepSeek | 1 Oct 2026 | Read More → |
| TileLang 0.1.15 adds a Huawei Ascend 950 backend for Python kernel code | DeepSeek | 1 Oct 2026 | Read More → |
| DeepSeek releases DeepSelect, a TopK kernel for sparse attention and sampling | DeepSeek | 1 Oct 2026 | Read More → |
| DeepSeek ships Ascend 950 attention kernels and drops Hopper from FlashMLA | — | 1 Oct 2026 | Read More → |
| DeepSeek adds Huawei Ascend backend to TileKernels | — | 30 Sep 2026 | Read More → |
| CNNIC launches ATI, an AI agent identity layer built on DNS and PKI | — | 30 Sep 2026 | Read More → |
| DeepSeek Releases DeepEP-Ascend for Huawei Ascend 950 MoE Training | — | 30 Sep 2026 | Read More → |
| DeepSeek Releases DeepGEMM-Ascend Kernel Library for Huawei Ascend 950 NPUs | — | 30 Sep 2026 | Read More → |
| Cohere launches Embed 5 embedding models | — | 30 Sep 2026 | Read More → |
| Musk: SpaceX aiming for Fable- and GPT-6-level model in two to three months | — | 24 Sep 2026 | Read More → |
| Palantir Adds OpenAI’s GPT-6 Sol and GPT-6 Luna to AIP | — | 24 Sep 2026 | Read More → |
| Palantir adds xAI’s Grok 4.7 to AIP | — | 24 Sep 2026 | Read More → |
| Google starts rolling new Connected Apps into Gemini | — | 23 Sep 2026 | Read More → |
| OpenAI Launches Independent Advisory Group on Mathematics and AI After Internal Model Resolves Navier–Stokes and 100+ Open Problems | — | 21 Sep 2026 | Read More → |
| xAI Ships Grok 4.7: Longer-Horizon Coding Model at $2/$6 with New Safeguard Stack | — | 21 Sep 2026 | Read More → |
| Lightspeed Launches AI Command Center™ — Conversational AI Built Into Dealer Management System | — | 18 Aug 2026 | Read More → |
| Stratus Launches Stratus Labs AI Arm and Debuts Agentic Spooling Tools at Innovate 2026 | — | 18 Aug 2026 | Read More → |
| Anthropic Makes Auto Mode the Default in Claude Code for Pro, Max, and Team Plans | — | 14 Aug 2026 | Read More → |
| Google Cloud Bolsters Oracle Integration with GA Cloning for Autonomous AI Databases | — | 16 Jul 2026 | Read More → |
| Windows Insider Announces New Builds for July 6, 2026 | — | 7 Jul 2026 | Read More → |
| xAI Makes Grok Build Available in Railway Sandboxes | — | 2 Jul 2026 | Read More → |
| Microsoft Launches Frontier Company with $2.5B Investment and 6,000 Embedded Experts | — | 2 Jul 2026 | Read More → |
| NSA, DEVCOM Army Research Office Launch QuantumEAGLe Initiative | — | 30 Jun 2026 | Read More → |
| Google Releases Nano Banana 2 Lite to GA and Gemini Omni Flash to Public Preview | — | 30 Jun 2026 | Read More → |
| Booz Allen Hamilton, OpenAI Announce Partnership for Mission-Ready AI Deployment | — | 29 Jun 2026 | Read More → |
| Google Workspace Weekly Recap (June 26, 2026): Incremental Exports, Group Security, and Classroom Read-Along Headline Meaningful Updates | 27 Jun 2026 | Read More → | |
| Microsoft Marketplace Floods with 275 New Offers (June 26, 2026): AI, Compliance, and Industry Solutions Dominate | — | 27 Jun 2026 | Read More → |
| BCG: Agentic AI Shifts Transformation from Central Programs to Team-Led Workflow Redesign | BCG | 19 Jun 2026 | Read More → |
| Google Workspace Adds Gemini Classroom Integration, Longer Veo Videos, Enhanced AI Avatars, and New Admin Chat Controls | Gemini | 18 Jun 2026 | Read More → |
| McKinsey: AI Ad Economy Shifts: 75% of Advertisers Expect Spend Rise | Mckinsey | 17 Jun 2026 | Read More → |
| AWS Drops Graviton5 EC2 GA, Gemma 4 Bedrock Availability, FinOps Agent Preview, and CLI v1 Maintenance Mode Signals | Amazon | 15 Jun 2026 | Read More → |
| Mastercard Launches Agent Pay for Machines | — | 12 Jun 2026 | Read More → |
| ChatGPT’s Codex Adds Rate Limit Banking and Developer Mode | — | 12 Jun 2026 | Read More → |
| xAI Launches Grok Build Plugin Marketplace | xAI | 11 Jun 2026 | Read More → |
| SKY Co., Ltd. has deployed HPE Private Cloud AI to accelerate secure AI development. | — | 10 Jun 2026 | Read More → |
Security & Exploits
Critical and known-exploited vulnerabilities in the infrastructure builders depend on.
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Tech Deathwatch
Sunset APIs, retired models, killed products, shuttered companies.
| Headline | Company | Kill date | Date | Coverage |
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| OpenAI schedules gpt-5.4-cyber for API removal on October 1, 2026, with no named successor | — | — | 2 Oct 2026 | Read More → |
| Google schedules gemini-2.5-flash-image for shutdown on October 2, 2026, and names gemini-3.1-flash-image-preview as the replacement | — | — | 1 Oct 2026 | Read More → |
| OpenAI lists gpt-5.4-cyber for API removal on October 1, 2026, and names no successor model | — | — | 1 Oct 2026 | Read More → |
| OFAC posts Sept. 30 SDN hash values as list files shift to Sanctions List Service | — | — | 30 Sep 2026 | Read More → |
| Cohere launches Embed 5 embedding models | — | — | 30 Sep 2026 | Read More → |
| AIxCrypto becomes FF EAI Robotics, ticker FFR | — | — | 30 Sep 2026 | Read More → |
| Google deprecates Gemini Omni Flash preview endpoint | Gemini | — | 30 Sep 2026 | Read More → |
| AWS retires Nova Reel video model on Bedrock | AWS | — | 30 Sep 2026 | Read More → |
| AWS Retires Nova Canvas Image Model on Bedrock | AWS | — | 30 Sep 2026 | Read More → |
| Nvidia retires OpenShell Community image catalog as runtime goes first-party | Nvidia | — | 28 Sep 2026 | Read More → |
| Maestro Announces Developer API Sunset Effective September 18, 2026 | — | — | 18 Aug 2026 | Read More → |
| Adobe Updates Generative AI Partner Model Retirement List (as of August 18, 2026) | — | — | 18 Aug 2026 | Read More → |
| Google Shuts Down Three Imagen 4 Models on August 17, 2026 | — | — | 17 Aug 2026 | Read More → |
| Xbox CEO Asha Sharma Announces Most Significant Restructure in Company History | — | — | 7 Jul 2026 | Read More → |
| OpenAI Enacts New Self-Serve Fine-Tuning Restrictions Effective July 2, 2026 | — | — | 2 Jul 2026 | Read More → |
| Sony Announces End of Physical Disc Production for New PlayStation Games in January 2028 | — | — | 1 Jul 2026 | Read More → |
| Google Shuts Down Older Veo Video Models Today; Migrate to Veo 3.1 Preview or GA | Veo | — | 30 Jun 2026 | Read More → |
| Oracle Drops Backend for Microservices and AI 2.1.0 | — | — | 27 Jun 2026 | Read More → |
| Google Retires Two Gemini Image Preview Models on June 25, 2026 | Gemini | — | 25 Jun 2026 | Read More → |
| Microsoft Partner Center Issues June 2026 Updates for Partners | — | — | 25 Jun 2026 | Read More → |
| We’ve Seen AI Hype Cycles Before. They Didn’t End Well. | — | — | 23 Jun 2026 | Read More → |
| Snowflake Begins Phased Removal of Legacy Worksheets and Dashboards from Snowsight Effective June 22, 2026 (BCR-2260) | — | — | 22 Jun 2026 | Read More → |
| Firebase Studio Sunset: New Workspace Creation Disabled June 22, 2026; Full Shutdown Set for March 22, 2027 | — | 22 Jun 2026 | Read More → | |
| U.S. Commerce Department Orders Anthropic to Seek Approval for Foreign National Access to Fable 5 and Mythos 5 Models | — | — | 19 Jun 2026 | Read More → |
| OpenAI Sunsets GPT-5.2 and GPT-5.3-Codex in Codex for ChatGPT Subscribers | — | — | 18 Jun 2026 | Read More → |
| Google Sunsets Gemini CLI and Gemini Code Assist IDE Extensions Effective June 18 | Gemini | — | 18 Jun 2026 | Read More → |
| Google SecOps Deprecates Legacy Data Export API and Related Endpoints Effective June 18 | — | 18 Jun 2026 | Read More → | |
| ChatGPT Adds Scheduled Tasks Feature, Sunsets Pulse | — | — | 18 Jun 2026 | Read More → |
| Google Removes Gemini 3.5 Flash Feature Toggle in Enterprise | Gemini | — | 16 Jun 2026 | Read More → |
| Google Deprecates Imagen 4 and Veo Models in Gemini API | Gemini | — | 16 Jun 2026 | Read More → |
| Anthropic Enforces Hard Retirement for Two Claude 4 Models Today — Sonnet-4-20250514 and Opus-4-20250514 Cut Off June 15, 2026 | — | — | 15 Jun 2026 | Read More → |
| Google Cloud Deprecates Blockchain Node Engine, Sets Full Shutdown for December 15, 2026 | — | — | 13 Jun 2026 | Read More → |
| LEGO Education Announces SPIKE Portfolio Retirement, Effective June 30, 2026 | — | — | 13 Jun 2026 | Read More → |
| Anthropic Deprecates Temperature, Top_P, and Top_K on Newer Opus Models | — | — | 13 Jun 2026 | Read More → |
| claude-mythos-preview to Retire June 30, Migrate to claude-mythos-5 | — | — | 13 Jun 2026 | Read More → |
| Claude Opus 4 and Sonnet 4 Retirement Deadline Hits This Weekend | — | — | 13 Jun 2026 | Read More → |
| Anthropic Sets Retirement Dates for Multiple Claude Models | — | — | 13 Jun 2026 | Read More → |
Frontier Capital
Rounds, strategic cheques, and valuations across frontier AI, chips, robotics.
| Headline | Company | Date | Coverage |
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| Standard Bots Hits Unicorn Status with $200M Series C at $1B Valuation | — | 11 Jun 2026 | Read More → |
| NEURA Robotics Raises Up to $1.4 Billion to Build the Infrastructure Layer for Physical AI | — | 11 Jun 2026 | Read More → |
| Arcee AI Inks Multi-Million Dollar Exclusive Deal With Hugging Face | — | 10 Jun 2026 | Read More → |
Crypto & Web3
The business, regulatory, and deal layer of crypto and blockchain infrastructure.
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Talent
Researcher and executive moves, acqui-hires, and team migrations across frontier labs.
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