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July 18, 2026, 2:00 AM
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| 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: CNBC, Benzinga, Reuters, StrictlyVC, BNN Bloomberg, Financial Times, SiliconANGLE, Bloomberg, Quartz, The Hill, International Business Times, Engadget, Barchart.com, crypto.news, Techstrong.ai, Newser, Barron's Online, CoinGape, DatacenterDynamics, ZeroHedge News, The Economic Times, NewsMax.com, The Decoder, 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/MU_Stock, r/BetterOffline, r/NBIS_Stock, and r/wallstreetbets
| 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: |
| Michael Nuñez / VentureBeat: |
More: Business Insider, New York Times, Bloomberg, Quartz, Reuters, Artificial Analysis, The Information, Yahoo Finance, crypto.news, Decrypt, Washington Examiner, BBC, Implicator.ai, The New Stack, CoinGape, Axios, Nikkei Asia, Silicon Republic, LinkedIn, CoinDesk, Wccftech, Tom's Hardware, The Neuron, WinBuzzer, Key Context, The Rundown AI, Business Standard, Business Today, InsideAIPolicy.com, Blockonomi, Digital Trends, The Decoder, Simon Willison's Weblog, The Hans India, Digit, Financial Express, South China Morning Post, Neowin, Gizmodo, Fortune, Latent.Space, SiliconANGLE, The Stack, MarkTechPost, Tech in Asia, Kimi, Financial Times, and Constellation Research
X: @davidsacks, @arena, @artificialanlys, @quxiaoyin, @datacurve, @theo, @semianalysis_, @crystalsssup, @aftfuture, @benbajarin, @obrien, @miles_brundage, @rajaxg, @aisecurityinst, @nic_carter, @semianalysis_, @jukan05, @scmallaby, @signulll, @zck, @zephyr_z9, @ryangreenblatt, @nicky_sap, @laschuk, @bhavani_00007, @jiahanjimliu, @alexfinn, @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
| 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 … | 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 …
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Forums: r/TrumpsTrades, r/smallstreetbets, r/NewsExchange, r/NewsOfTheStupid, and r/politics
| David Shepardson / Reuters: |
Memo: the DOJ says federal employees can now download TikTok on government devices, citing TikTok US' transfer of control, lifting a 2022 congressional ban — The U.S. Justice Department said on Friday that federal employees can now download the short-video app TikTok on government devices.
More: Benzinga, CBS News, and Department of Justice
| 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 … | Claude / @claudeai: |
Anthropic says Claude Fable 5 will be included in Max and Team Premium plans at 50% of limits from July 20 and via usage credits for Pro and Team Standard users — Beginning July 20, Claude Fable 5 will be included in all Max and Team Premium plans, at 50% of limits. Pro and Team Standard users will continue to have access to Fable via usage credits, and will receive a one-time $100 credit. Demand for Fable has been challenging to
X: @scaling01, @claudeai, @srpeters, @thsottiaux, @mweinbach, @maria_rcks, @benbajarin, @elliotarledge, and @deckard_the_dev. Bluesky: @elkmovie
Forums: r/singularity and r/ClaudeCode
| 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.
More: Reuters, ZeroHedge News, iThinkDifferent, The Information, Newsmax, AppleInsider, 9to5Mac, The Hollywood Reporter, MacRumors, and Music Business Worldwide
X: @markgurman, @lutherlowe, and @jason_kint
Bluesky: @wavesblog.eurosky.social and @lpjr
Forums: r/technology and MacRumors Forums
| 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| Wall Street Journal: |
Sources: AI inference chip startup Etched is raising funds at a ~$20B valuation and is raising capital at a $10B valuation in a separate round led by Sequoia — Startup is also raising capital at $10 billion valuation in separate round led by Sequoia — Etched, a startup developing AI chips … | 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, 9to5Mac, Bloomberg, Appleosophy, Apple World Today, iThinkDifferent, and 9to5Mac
| Bloomberg: |
Japan plans to buy 27,500 Nvidia Rubin chips to develop a domestic AI foundation model for robots, in a Noetra-led effort that includes SoftBank, Sony, and NEC — Japan is planning to buy 27,500 next-generation Rubin chips from Nvidia Corp. to build a homegrown foundational AI model for robots.| Minxiao Chang / South China Morning Post: |
China's National Data Administration says the country's daily AI token consumption hit 140T in March 2026, up from 100T in December 2025 and 100B in early 2024 — Every month, a Beijing-based ByteDance employee says he burns through close to a billion units of a new corporate currency - one that cannot buy a coffee or pay rent.| Ionut Arghire / SecurityWeek: |
London-based Risk Ledger, which helps organizations manage supply chain cyber risks, raised a £24M Series B led by Axiom Equity, taking total funding to £33.8M — The British firm has built a collaborative platform to help organizations address supply chain security risks.| Bloomberg: |
Sources: China's National AI Industry Investment Fund gained voting rights in DeepSeek by joining its $7.4B round; other investors like Tencent and JD got none — On a video conference call from Hangzhou earlier this year, one of China's hottest startups held a four-hour pitch meeting …
More: The Economic Times, Fortune, Motley Fool, Memeburn, and Wall Street Journal
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