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NVIDIA and KAIST launch $300M joint AI research lab to advance South Korea AI ambitions

NVIDIA and the Korea Advanced Institute of Science and Technology announced a $300 million joint AI research lab in Seoul focused on agentic AI development. The five-year collaboration includes $50 million annual compute contributions, funding for at least 10 KAIST researchers yearly, and pathways to full-time NVIDIA roles for Korean AI talent.

2 Sources

Amkor Technology locks $1.5B Nvidia partnership to expand U.S. advanced packaging for AI chips

Amkor Technology announced a multi-year strategic partnership with Nvidia worth $1.5 billion to develop semiconductor packaging and test technologies for AI and accelerated computing platforms. The deal includes Nvidia prepayment support to expand Amkor's U.S.-based advanced packaging capacity in Arizona, with AMKR stock surging 16.6% in after-hours trading following the announcement.

2 Sources

SAP cloud revenue surges 24% as company pushes back against AI eating software fears

SAP posted strong Q2 earnings with cloud revenue up 24% and cloud backlog jumping 26% to €22.9B, beating analyst expectations. But the enterprise software giant trimmed its 2026 profit outlook by €100M following AI-focused acquisitions of Dremio and Prior Labs, revealing the near-term costs of adapting products for artificial intelligence.

2 Sources

Nvidia commits $1.5 billion to Amkor for next-gen chip packaging capacity in Arizona

Nvidia has partnered with Amkor Technology in a multi-year, $1.5 billion deal to develop advanced semiconductor packaging technologies for AI and accelerated computing systems. The agreement includes a prepayment to expand Amkor's US-based semiconductor packaging operations in Arizona, addressing growing AI infrastructure demands while diversifying supply chains away from Asia.

2 Sources

Google expands Gemini Spark access to AI Pro subscribers as AI agent gains new capabilities

Google AI is significantly expanding access to Gemini Spark, its AI-powered task delegation feature, to Google AI Pro subscribers in the US and AI Ultra subscribers worldwide. The AI agent can now automate complex tasks across Google Workspace apps including Gmail, Calendar, Docs, Sheets, and more, though availability remains restricted in the EEA, UK, Switzerland, and Nigeria.

2 Sources

AMD and Cerebras unite to challenge Nvidia with 5x more efficient AI inference solution

AMD and Cerebras Systems announced a technical partnership combining AMD's Helios rack-scale infrastructure with Cerebras' Wafer-Scale Engine for AI inference. The disaggregated platform promises up to 5x higher tokens per second per watt, directly challenging Nvidia's $20 billion Groq acquisition. The joint offering targets latency-sensitive applications and will launch through Cerebras Cloud in late 2026.

6 Sources

Intel records fastest revenue growth in 15 years as AI demand drives 25% surge to $16.1 billion

Intel reported its strongest quarterly performance in over a decade, with revenue jumping 25% to $16.1 billion. The chipmaker's data center and AI business surged 59% as tech companies increasingly purchase CPUs alongside GPUs for AI infrastructure. CEO Lip-Bu Tan cited unprecedented demand for compute, though the company faces continued challenges from memory chip shortages affecting PC sales.

6 Sources

AegisAI raises $36M to fight AI-driven spear phishing with autonomous agents

Former Google security executives Cy Khormaee and Ryan Luo launched AegisAI to combat the surge in AI-generated email attacks. The startup just raised $36 million in Series A funding led by Battery Ventures to deploy AI agents that analyze messages like humans do, catching threats traditional systems miss. AI-driven spear phishing now represents nearly 14% of all phishing attacks, up from just 2.8% in early 2025.

2 Sources

Black Forest Labs unveils FLUX 3 multimodal AI to generate video, images, and robot actions

Black Forest Labs launched FLUX 3, its first multimodal AI model capable of generating 20-second video with audio and images from single text prompts. The system uses a unified architecture trained across multiple modalities and extends to robotic vision through FLUX-mimic. While early benchmarks show strong performance against competitors, the model enters limited early access with no pricing details or open-weight release yet.

2 Sources

Geekbench 7 launches with overhauled tests for AI workloads, CUDA support, and real-world benchmarking

Primate Labs released Geekbench 7, introducing its most significant update yet with overhauled performance tests for CPU and GPU workloads. The cross-platform benchmark tool now features AI benchmarks, CUDA support for Nvidia GPUs, and real-world multi-core benchmarking that mirrors actual application behavior. New media workloads include AV1 encoding, Opus audio compression, and Whisper speech recognition for live captions.

2 Sources

Four Young Mathematicians Receive Prestigious Fields Medals as AI Reshapes the Profession

The International Mathematical Union awarded Fields Medals to Hong Wang, Yu Deng, Jacob Tsimerman, and John Pardon at the International Congress of Mathematicians in Philadelphia. Wang becomes only the third woman to receive the honor since 1936. The awards arrive as AI demonstrates abilities that rival human mathematicians, prompting discussions about the future of mathematical research.

2 Sources

Amnon Shashua to step down as Mobileye CEO as company pushes into robotaxis and robotics

Mobileye founder Amnon Shashua plans to step down as CEO after nearly three decades of leadership. The announcement comes as the autonomous driving chip maker expands beyond its core business into robotaxis and humanoid robotics. Shashua will remain in the role until a successor is appointed through a comprehensive search process.

2 Sources

Yesterday

OpenAI brings ChatGPT Voice to desktop, enabling hands-free coding for millions of developers

OpenAI has integrated its advanced GPT-Live voice technology into the ChatGPT desktop app, allowing developers to code hands-free through natural voice commands. The update brings full-duplex capabilities to Codex and ChatGPT Work, enabling 5 million weekly users to orchestrate multi-threaded coding tasks, debug applications, and manage complex workflows through ongoing conversations with AI.

2 Sources

New study reveals 3D genome disruption drives Alzheimer's disease in brain cells

Researchers from Carnegie Mellon University and the University of Pittsburgh discovered that the three-dimensional architecture of the genome is fundamentally altered in specific brain cells of individuals with Alzheimer's disease. Using single-cell technology, spatial tissue mapping, and a novel AI model called Hicformer, the team linked genome folding to gene activity and brain tissue organization, establishing higher-order chromatin reorganization as a primary layer of Alzheimer's pathology.

2 Sources

Microsoft replaces OpenAI image models with its own AI technology across PowerPoint and Bing

Microsoft is swapping out OpenAI's image-generating models for its own Microsoft AI technology in PowerPoint and Bing. The shift delivers 85% cost savings in PowerPoint while offering faster performance and higher quality, according to AI model chief Mustafa Suleyman. The move signals Microsoft's push toward self-sufficiency in AI as its models now power more than half of all Microsoft products.

2 Sources

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