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July 17, 2026, 8:30 PM
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Mediagazer
memeorandum
WeSmirchTop News
| New York Times: |
Sources: Meta is in talks to rent computing power from its data centers to Anthropic in a deal that could be worth ~$10B over two years — A deal would underline how scarce computing power is for artificial intelligence development, and could create a new business for Meta.
More: Reuters, CNBC, BNN Bloomberg, The Hill, Bloomberg Law, International Business Times, Engadget, Financial Times, Quartz, Newser, Barron's Online, ZeroHedge News, The Economic Times, Bloomberg, Barchart.com, crypto.news, DatacenterDynamics, CoinGape, Techstrong.ai, The Decoder, NewsMax.com, and CoinDesk
X: @mikeisaac, @eric_seufert, @patrickmoorhead, @chrisgpt, @yonashav, @garymarcus, @_aidan_clark_, @mikeisaac, @andrewcurran_, @manan, @_seandavid, @mikeisaac, and @nirave. Threads: @kurtwag8
Forums: r/ClaudeAI, r/wallstreetbets, r/BetterOffline, r/MU_Stock, and r/NBIS_Stock
| Anissa Gardizy / Wall Street Journal: |
More: GeekWire, Blockonomi, DatacenterDynamics, and The Information
X: @alexstamos, @kantrowitz, @eric_seufert, @patrickmoorhead, and @anissagardizy8. Bluesky: @sunflowermum
| Transformer: |
Kimi K3 hype shouldn't alarm the US about “losing the AI race” to China; K3 is a good model but not frontier-level and likely lacks dangerous cyber capabilities — Transformer Weekly: NY data center moratorium, NDAA export controls and Amodei's $1m to safety super PAC| Gavin Baker / @gavinsbaker: |
Models like Kimi K3, Grok 4.5, and Muse 1.1 may prevent the dominance of 2-3 frontier labs with 90% inference margins from hurting other AI ecosystem layers — Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model that [image]
| Michael Nuñez / VentureBeat: |
More: Business Insider, New York Times, Bloomberg, Quartz, Axios, Artificial Analysis, Reuters, The Information, Fortune, The New Stack, Yahoo Finance, LinkedIn, CoinGape, Nikkei Asia, crypto.news, BBC, Silicon Republic, Decrypt, Implicator.ai, Washington Examiner, CoinDesk, Wccftech, Simon Willison's Weblog, Tom's Hardware, The Neuron, WinBuzzer, Key Context, The Rundown AI, Business Standard, Business Today, Blockonomi, Digital Trends, The Decoder, InsideAIPolicy.com, The Hans India, Gizmodo, Digit, Financial Express, Neowin, South China Morning Post, SiliconANGLE, Latent.Space, MarkTechPost, The Stack, Tech in Asia, Constellation Research, Kimi, and Financial Times
X: @arena, @davidsacks, @artificialanlys, @quxiaoyin, @semianalysis_, @ryangreenblatt, @crystalsssup, @aftfuture, @benbajarin, @nicky_sap, @zephyr_z9, @zck, @obrien, @miles_brundage, @laschuk, @rajaxg, @bhavani_00007, @theo, @aisecurityinst, @jiahanjimliu, @nic_carter, @semianalysis_, @jukan05, @alexfinn, @datacurve, @signulll, @pimdewitte, @mweinbach, @mweinbach, @arena, @arena, @deredleritt3r, @yzhang_cs, @yzhang_cs, and @arena
LinkedIn: Georg Zoeller and Dave Schroeder, PhD
Bluesky: @carlquintanilla, @metacurity.com, and @carnage4life
Forums: r/technology, r/neoliberal, and r/StockMarket
| Reuters: |
At the World AI Conference, Xi Jinping touts open-source AI, pledges to help the Global South build AI capabilities, and calls unequal AI access an “injustice” — Chinese President Xi Jinping on Friday cast Beijing as the champion of a new global AI order, using China's premier tech conference …
More: Bloomberg, CNBC, New York Times, CHINAdaily, Al Jazeera, Breitbart, South China Morning Post, China Money Network, Quartz, International Business Times, fmprc.gov.cn, Business Insider, The Economic Times, Wall Street Journal, Sydney Morning Herald, Capacity, Bloomberg, chinadailyhk, Xinhua, Benzinga, Semafor, Associated Press, Modern Diplomacy, NBC News, France 24, Financial Times, South China Morning Post, The Asia Business Daily, and DigiTimes
X: @vince_chow1, @juddrosenblatt, @teortaxestex, @so8res, @s_oheigeartaigh, @shanaka86, @megatron_ron, @ruima, @zackkorman, @ramez, @kimmonismus, @ablinken, @xh_lee23, @adamthierer, @kyleichan, @hamandcheese, @spoxchn_maoning, @spoxchn_maoning, @tenobrus, @signulll, @brickroad7, @1a3orn, @andrewcurran_, @bookwormengr, @teortaxestex, and @teortaxestex
Forums: r/politics, r/ArtificialInteligence, r/worldnews, and r/neoliberal
| Robert Booth / The Guardian: |
Amazon apologizes after some AWS users received bills as high as $1.5T due to “an issue with unit pricing within the estimated billing computation subsystem” — One UK man whose bill is usually less than £1 says he ‘almost had a heart attack’ when he saw £5.8bn invoice
More: The Register, Engadget, The Verge, TechCrunch, TechRadar, Wired, Barron's Online, and Newser
| Reuters: |
Sources: Trump Media pitched a monthly fee of as much as $100K for the Truth API, with fast access to Trump's posts, for banks, algorithmic traders, and others — Donald Trump's social media company has discussed charging Wall Street traders and investment firms as much as $100,000 a month …
More: Wall Street Journal, Engadget, The Verge, Financial Times, Talking Points Memo, Bloomberg, MS NOW, Coinpedia Fintech News, International Business Times, Reuters, Fox News, Washington Post, Blockonomi, Quartz, The Wrap, New York Times, Cointelegraph, Associated Press, The Hill, The American Bazaar, crypto.news, Washington Examiner, Benzinga, Fast Company, CNBC, Barron's Online, CBS News, NOTUS, and Axios
Forums: r/NewsExchange, r/TrumpsTrades, r/smallstreetbets, r/NewsOfTheStupid, and r/politics
| Chance Miller / 9to5Mac: |
Apple raises the price of Apple Music, with the individual plan up by $1 to $11.99, and some Apple One bundles, citing rising licensing costs — Apple has raised the price of Apple Music today in the United States and other countries. Starting today, Apple Music's Individual plan now costs $11.99 per month, up from $10.99.
More: Music Business Worldwide, Appleosophy, CNET, Deadline, AppleInsider, Variety, The Hollywood Reporter, Android Authority, Cult of Mac, MobileSyrup, Digital Trends, The Verge, Digital Music News, iDrop News, Thurrott, iClarified, BGR, Redmond Pie, MacRumors, iPhone in Canada, Cord Cutters News, iThinkDifferent, The Apple Post, MacDailyNews, and SoundGuys
Forums: r/apple, r/ChaseSapphire, r/Music, and r/AppleMusic
| Bloomberg: |
Sources: Apple and the DOJ are in early discussions about settling a 2024 antitrust lawsuit alleging that Apple violated antitrust laws — Apple Inc. and the US Justice Department are in early discussions about settling a 2024 lawsuit that alleges the iPhone maker violated antitrust laws.| Joe Rossignol / MacRumors: |
Apple raises iPhone prices in Japan by up to 11%, likely due to the Japanese yen's depreciation against the US dollar over the past year — After raising prices on all Macs and iPads worldwide last month, Apple has now increased the price of iPhone models in Japan.
More: iPhoneros, Appleosophy, 9to5Mac, Apple World Today, and iThinkDifferent
| Wall Street Journal: |
Sources: SpaceX is in talks with the DOD about providing the agency with access to data-center capacity worth billions of dollars for running AI models — Elon Musk's company would sell military billions of dollars' worth of data-center capacity for running AI models| Reuters: |
The Philadelphia Semiconductor Index sank ~10% for the week, its largest weekly fall in over a year, and is now down ~20% from its late-June all-time high — A brutal week for chip stocks — the same names that fueled this year's blistering market rally — has left investors from Seoul … | Bloomberg: |
Sources: the Trump administration is considering plans for an independent regulator to vet the safety of AI models; the regulator would report to the SEC — The Trump administration is considering plans for an independent regulator to vet the safety of artificial intelligence models with industry input … | The Information: |
Sources: OpenRouter has discussed a potential sale to a bigger tech company that could value it at billions of dollars, a premium to its $1.3B valuation in May — OpenRouter, which helps app developers access hundreds of AI models, has discussed a potential sale to a bigger tech company …
X: @validapau
| Michael Acton / Financial Times: |
Sources: Apple has sent personal legal warnings to ~40 former employees who now work at OpenAI, directing them to preserve documents and meet with its lawyers — iPhone maker steps up aggressive tactics in trade secrets dispute with AI lab. Apple has targeted dozens of OpenAI employees …
More: MacRumors, Computerworld, BGR, Financial Times, Digit, Mashable, iClarified, The Verge, Gizmodo, ZeroHedge News, iThinkDifferent, CNET, Silicon Republic, 9to5Mac, AppleInsider, PYMNTS, iPhone in Canada, TechCrunch, MacDailyNews, Above the Law, and IT Brew
Forums: Hacker News, r/apple, Slashdot, and MacRumors Forums
| Matt Burgess / Wired: |
San Francisco sends legal notices to Apple and Google, demanding they take down 13 AI apps used to make deepfake nude images; Google says it deleted five apps — The City Attorney's Office sent the tech giants cease-and-desist letters this week telling them to stop profiting from 13 …
More: Ars Technica, TechCrunch, San Francisco Chronicle, AppleInsider, MacRumors, 9to5Mac, iThinkDifferent, Engadget, and MacTech.com
Forums: r/sanfrancisco, r/apple, and MacRumors Forums
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