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In today’s issue: Get certified in digital marketing for free with HubSpot Academy, and discover WinScope, the AI workspace helping B2B teams align sales and delivery.
A robot ran 100 metres in 8.86 seconds in Beijing this week. It could not stop at the end.
Last year the winning time was 21.50. Micron said HBM eats three times the wafer area of DDR5 and the gap keeps widening. Amazon raised device prices by up to 60%.
Speed is not the bottleneck anywhere in AI right now. Braking, power and memory are.
Nvidia reports earnings tonight.
Apple has launched the new Mac Studio with M5 Max and M5 Ultra, bringing a major boost to on-device AI performance. With up to 512GB unified memory and 1.2TB/s memory bandwidth, it can run large AI models locally without relying as heavily on cloud GPUs. Watch here→
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Robots Beat Bolt. They Can't Brake.
Tiangong Ultra ran 100m in 8.86 seconds at the Beijing games on Tuesday, down from 9.39 on opening night. Last year's winner needed 21.50.
The 400m went in 38.15, under Wayde van Niekerk's human record. A robot cleared a 2.88m standing high jump. The 2025 mark was 0.95.
Deceleration is still unsolved. Several units hit the crash barriers past the finish and were carried off on stretchers.
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What customers asked for
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Amazon Raised Prices. Micron Explained Why.
Amazon raised prices on Echo, Kindle and Fire TV, some by as much as 60%, as memory costs climbed.
A day earlier, Micron told the Hot Chips conference that HBM takes about 3x the wafer area of DDR5 for the same capacity, and that the overhead is not improving.
Every wafer converted to HBM pulls commodity memory off the market. Contract DRAM prices already rose 90% to 95% in one quarter this year.
Lead Analysis
Nvidia Paid $6B Not to Buy Poolside
Nvidia is paying roughly $6B for a non-exclusive license to Poolside's coding technology, including about $1B invested at a $12B pre-money valuation. Around 109 employees are taking Nvidia offers.
Poolside stays independent. Nvidia gets the models and most of the team, with no merger review attached.
The engineers land in Nemotron, Nvidia's open-weight effort. The chip company is buying into the model layer.
Anthropic Lines Up the Biggest IPO Ever
Anthropic is preparing an offering that could match or exceed SpaceX's record debut, Bloomberg reported. A public filing could come as soon as the end of August, at a valuation investors have put near $2T.
Those numbers have lived in private markets for years. An S-1 puts them in front of everyone.
Disclosure: this issue was drafted with Claude, an Anthropic model, and Anthropic appears elsewhere in the issue.
Quick Hits
Before we dive in..
Hugging Face is testing the market. It hired a bank to gauge buyer interest at $13B or more, nearly triple its $4.5B mark from 2023. Read here
Taiwan indicted nine over Nvidia servers. Of 130 Super Micro B300 units, 74 reached Chinese customers through Indonesia, Japan and Hong Kong. Customs stopped the other 56. Read here
XPeng's robotics arm raised $900M. The round values the unit above $6.3B, led by IDG and Gaorong, with Tencent and Alibaba joining. Read here
New Zealand moved to ban under-16s from social media. The Online Safety Bill carries fines of up to 10% of global revenue, and two of the three parties in Luxon's own coalition plan to vote against it. Read here
Before You Go
GitHub's postmortem said the outage that took it down for nearly eight hours was not caused by a bad deploy. A component ran out of capacity, and Copilot's retry loop then pushed token traffic from around 8,000 requests a second to 100,000.
Every VS Code window, politely asking again.
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