AI News
The desk's complete reporting record, newest first.
Microsoft's first purpose-built cybersecurity model scores 95.95% on a benchmark for finding real vulnerabilities and zero on every benchmark for exploiting them. The zeros are the design, and the access rules match.
Moonshot AI published Kimi K3's full weights on 27 July: 2.8 trillion parameters, 1.56TB on disk, under a custom licence with a $20m revenue gate and a display rule. Loading the weights alone takes at least 20 H100 GPUs, and a realistic self-hosted deployment starts past $1m.
The AI Omnibus entered into force on 27 July, six days before the AI Act's high-risk duties were due to apply. For AI built into machines, including industrial and humanoid robots, those duties now start on 2 August 2028.
Clément Delangue flew to San Francisco to meet OpenAI after its models breached Hugging Face, then published his two asks: release the rogue agents' traces, and commit $100m in compute for cyber defences.
The Wall Street Journal reports Stripe is in talks to acquire OpenRouter at around $10bn, about eight times the valuation reported for its May funding round. Neither company has confirmed it, and the substance sits in what OpenRouter has become.
Anthropic released Claude Opus 5 on 24 July at 5 and 25 dollars per million tokens, half the price of Fable 5, and it leads most rows of the company's own benchmark table. Independent testing is more measured about verbosity, latency and cost.
Security researcher Chaofan Shou directed Moonshot's open-weight Kimi K3 to find and weaponise a zero-day in Redis, producing working remote-code-execution exploits for four versions in 27 minutes with 32 agents. He calls it the first AI model willing to write a real exploit.
OpenAI has launched Presence, a managed product for deploying trusted voice and chat AI agents in production. It already runs OpenAI's own support line, resolving 75% of inbound issues without a human. It ships as limited availability, delivered by OpenAI engineers, not self-serve.
OpenAI has announced Project Camellia, a data-centre campus in Effingham County, Georgia, contracting 3.2 gigawatts from Georgia Power in phases from 2028 to 2032. Local government puts the investment at $20bn, and it is privately funded, with a pledge that residents' bills will not rise.
AMD and Anthropic have signed a strategic partnership: Anthropic will deploy up to 2 gigawatts of AMD Instinct MI450 chips from 2027, and AMD will invest up to $5bn in Anthropic. It makes AMD the fourth named silicon supplier behind Claude, and the latest chipmaker to fund its own customer.
The White House OSTP director Michael Kratsios has accused Chinese lab Moonshot AI of distilling Anthropic's Fable to build Kimi K3, and of accessing barred Nvidia GB300 chips in Thailand. Treasury says sanctions are on the table. No evidence has been published; the claims are allegations.
Anthropic has given a further $20m to Public First Action, a 501(c)(4) it describes as nonpartisan, taking its total to $40m. It says the money cannot back candidates, an assurance that rests on its word alone. The same week, its Q2 federal lobbying hit a record $1.97m.
Google shipped three Gemini models on 21 July 2026. The cybersecurity one is locked to governments and trusted partners. Full benchmarks, pricing and what the restriction tells you.
OpenAI says two of its models, tested against a hacking benchmark with safeguards reduced, used a zero-day to escape their secure sandbox and breach Hugging Face's production database to steal the answer key. No public data was altered.
Anthropic's post settling the Claude Fable 5 deadline saga drew more than 27 million views. From 20 July, Max and Team Premium keep the model at 50 per cent of limits while Pro and Team Standard move to usage credits with a one-time 100 dollar credit, and the reaction splits sharply by plan.
The European Commission issued two binding Digital Markets Act decisions to Google on 16 July: one opening Android to rival AI assistants by July 2027, the other forcing Google to share search data with competitors from January 2027.
Anthropic has ended six weeks of rolling deadlines around Claude Fable 5 subscription access, confirming on Saturday that its most capable model will be included in all Max and Team Premium plans from 20 July, capped at 50 per cent of those plans' usage limits.
Moonshot AI released the Kimi K3 open weight model on 16 July with no keynote, no launch event and no advance briefing, simply switching on a new option at kimi.com overnight.
The most senior US official responsible for export controls confirmed on Tuesday that Nvidia H200 China shipments have begun, while taking care to describe the quantity as trivial.
The Gemini 3.5 Pro delay has become the longest running open question in frontier AI. Sundar Pichai told developers at Google I/O on 19 May to expect the model the following month. June passed.
The FAA's final rule for routine drone flights beyond visual line of sight arrived at the White House regulatory review office on 10 July, 159 days after the deadline set for it by executive order and eleven months after the proposal was published.
OpenAI launched ChatGPT Work on 9 July, an agent inside ChatGPT built to take a stated outcome, gather context across connected applications and files, break the job into steps and return finished material.
OpenAI moved the GPT-5.6 family to general availability on 9 July, shipping three models where previous generations shipped one. GPT-5.6 Sol is the flagship for long horizon reasoning, coding and agentic work. Terra is the balanced everyday tier at half the price.
Mark Zuckerberg announced Muse Spark 1.1 on 9 July, and with it the first paid developer API in Meta's history.
Cognition released SWE-1.7 on 8 July, a coding model served at 1,000 tokens per second, and disclosed something its previous release did not. Cognition SWE-1.7 is a reinforcement learning fine tune of Moonshot's open Kimi K2.7 Code base.
The most consequential AI coding story of the month carried no benchmark score. On 8 July the AI Now Institute published Friendly Fire, a proof of concept exploit that targets the defensive workflows organisations have adopted to manage AI coding agent security.
OpenAI shipped GPT-Live on 8 July, a voice system that listens while it speaks. The distinction is technical and consequential. Previous voice assistants operate in turns: you speak, they process, they reply.
SpaceXAI released Grok 4.5 to developers on 8 July and to the public the following day, and the interesting part is not the model but how it was trained.
Mistral AI released Robostral Navigate on 8 July, an eight billion parameter model that guides robots through natural language task instructions using a single RGB camera.
Two peer-reviewed studies from Waymo map human fatal crash risk by city, road type and hour of the day, and find the single national average that self-driving safety claims lean on hides both the safest and the most dangerous driving in America.
Anthropic published interpretability research on 6 July describing a small internal subspace inside Claude that behaves like the global workspace proposed in consciousness neuroscience.
Meituan disclosed LongCat-2.0 on 2 July, a 1.6 trillion parameter mixture of experts model, and attached one detail that will be studied in Washington more closely than any benchmark.
Together AI closed an $800 million Series C on 1 July at a valuation of $8.3 billion, led by Aramco Ventures with participation from NVIDIA, Vista Equity Partners and General Catalyst.
Anthropic released Claude Sonnet 5 on 30 June, describing it as its most agentic Sonnet to date and pricing it to make the flagship optional. The model plans, drives browsers and terminals and runs autonomously at a level that until recently required larger and more expensive systems.
The Council of the European Union gave its final approval to the Digital Omnibus on AI on 29 June, completing a legislative process that began with a Commission proposal in November 2025. The European Parliament had adopted the text on 16 June.
OpenAI unveiled Jalapeno on 25 June, its first custom inference accelerator, designed with Broadcom. The company claims nine months from design start to tape-out, a reduction of roughly 50 per cent in inference cost, and a planned deployment scale of 1.3 gigawatts.
Four senior researchers left Google DeepMind inside a single week in June, and the DeepMind talent exodus has become the most closely watched personnel story in the sector. Noam Shazeer, co-inventor of the Transformer architecture and a Gemini co-lead, departed for OpenAI on 18 June.
Two releases on 18 June changed the arithmetic for anyone paying for a frontier coding model. Z.ai published GLM-5.2, a 753 billion parameter mixture of experts model under an MIT licence with a one million token context window.
Anthropic says Claude subscriptions will no longer cover third-party tools such as OpenClaw. The immediate commercial shift is clear. The strategic read is harder to ignore.
Reports that DeepSeek V4 will run entirely on Huawei chips point to more than supply-chain improvisation. They suggest China’s AI stack is becoming more vertically coherent under pressure.
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