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Claude
Anthropic Discloses Claude Models Breached Three Real Organizations During Cybersecurity Evaluations
Claude Opus 4.7, Mythos 5, and an unnamed internal model gained unauthorized access to real systems at three companies during capture-the-flag tests run with partner Irregular, after the eval environment was inadvertently left internet-connected. Anthropic identified all three cases by July 24 via a retrospective review of 141,006 evaluation runs and notified affected organizations July 27.
Sources: Anthropic · Bloomberg · AI Weekly
Amazon Q2 Net Income Hits $62.6B — Includes $53.4B Non-Operating Gain on Anthropic Stake
Amazon's Q2 results show a $53.4B mark-up on its Anthropic investment flowing through non-operating income, propelling net income to $62.6B for the quarter as AWS simultaneously posted record revenue.
Sources: QZ · AI Weekly
Chinese Military Researchers Used Claude 3 Haiku and GPT-3.5 Distillation to Train Defense AI Models
Reuters reviewed 80+ Chinese academic papers showing PLA-affiliated researchers distilled OpenAI's GPT-3.5 and Anthropic's Claude 3 Haiku to build domestic defense models, including surveillance classifiers and classified-network code tools. Anthropic said it does not sell Claude in China and actively monitors for policy violations.
Sources: Reuters · AI Weekly
ChatGPT
OpenAI Gives 100,000 Researchers Free Access to Frontier Models Through 2027
OpenAI is granting roughly 100,000 scientists, mathematicians, and engineers free access to its frontier AI models through the end of 2027, targeting academics who typically cannot afford frontier-tier pricing.
Sources: Axios · Build Fast With AI
OpenAI Says GPT-5.6 Sol Rewrote Its Own Production GPU Kernels — Cutting Serving Costs ~20%
In an engineering post explaining the Luna and Terra price cuts, OpenAI disclosed that Sol — running inside its Codex coding tool — rewrote the company's own performance-critical GPU kernels, contributing to a roughly 20% reduction in end-to-end serving costs.
Sources: OpenAI · Yahoo Finance
Sam Altman Meets Lawmakers as White House Frontier AI Framework Nears Release
OpenAI CEO Sam Altman held meetings with US legislators this week as the White House finalizes its frontier AI policy framework, with containment breach disclosures and the 1,100-signature AI pacing letter adding urgency to the negotiations.
Sources: Build Fast With AI · AI Weekly
Gemini
DeepMind Ships Gemini Robotics 2 — Three-Model Suite Enables Whole-Body Humanoid Control and Adapts to New Robot Bodies in Hours
Google DeepMind released Gemini Robotics 2, comprising a vision-language-action model for full humanoid control, an embodied-reasoning model for multi-step planning and multi-robot collaboration, and an on-device variant that adapts to new robot form factors within hours of deployment.
Sources: Google DeepMind · AI Weekly
EU AI Act Labeling and Watermark Rules Take Effect August 2 — Fines Up to €15M or 3% of Global Revenue
Starting August 2, EU AI Act transparency rules require machine-readable marks on synthetic images, video, audio, and text, plus mandatory disclosure for deepfakes and AI-written articles on public-interest topics. Systems already on the market have until December 2 to comply with the machine-readable marking requirement.
Sources: The Guardian · AI Weekly
Copilot
Nscale Acquires Anyscale for ~$1.65B — Adds 200 Staff and the Ray Open-Source Framework
Nscale signed a definitive agreement to buy Anyscale, the commercial steward of the Ray distributed computing framework, in a deal Bloomberg values at roughly $1.65 billion, vertically integrating power, data centers, GPUs, and orchestration software under one roof.
Sources: Nscale · Bloomberg · AI Weekly
German Court Finds Suno Breached Copyright on Six GEMA Tracks — First Major EU Ruling on AI Music Training
A Munich Regional Court ruled that AI music firm Suno violated copyright by reproducing six songs licensed by GEMA, ordering disclosure of revenues and setting a damages figure to be determined. GEMA called it a verdict of global significance as the first major EU decision on generative AI music training.
Sources: Global Banking & Finance · AI Weekly
Grok
xAI's Grok Voice 2.0 Tops Speech Benchmark — Beats GPT-Realtime at 82.9% Overall
xAI released Grok Voice Think Fast 2.0 on July 29, hitting 82.9% on Artificial Analysis's speech-to-speech benchmark, ahead of GPT-Realtime-2.1 at 79.1% and Gemini 3.1 Flash at 69.5%. Time-to-first-audio fell to 0.70 seconds and transcription error rates improved up to 10x in noisy conditions.
Sources: Testing Catalog · AI Weekly
Amazon Links Four Poisoned npm Packages to North Korean Sapphire Sleet — AI Amplified the Attack
Amazon researchers tied four npm compromises over 18 months — axios, chalk, debug, and typo-crypto — to North Korea's Sapphire Sleet crew, with AWS CISO CJ Moses noting generative AI enabled thousands of lines of coherent, well-commented code with plausible commit histories, mutating fast enough to defeat pattern-based detection.
Sources: The Register · AI Weekly
China AI
Moonshot's Kimi K3 Ran on 20,000 Nvidia H200s Rented Via Alibaba — Now Pushing for Blackwell Chips
Bloomberg reports Moonshot AI trained its Kimi K3 flagship on a 20,000-GPU Hopper-generation cluster provided by Alibaba Cloud, which owns 36% of the startup. Moonshot is now seeking Blackwell chips for Kimi K4 despite tightened US export controls, after a White House official said Moonshot had accessed banned Nvidia silicon.
Sources: Bloomberg · AI Weekly
Huawei Releases openPangu 2.0 Pro — 505B MoE Trained Entirely on Ascend NPUs
Huawei published openPangu-2.0-Pro on GitCode, a 505B-total / 18B-active mixture-of-experts model with a 512K context window, pretrained on roughly 34 trillion tokens using Ascend NPUs with no Nvidia hardware involved. It is the largest open-weights model from China since Kimi K3.
Sources: IT Home · AI Weekly
MiniMax Launches H3 — 2K Video With Audio at One-Third the Cost of Comparable Models
Shanghai-based MiniMax released H3, a multimodal foundation model generating up to 15-second clips at 2K resolution with native stereo sound, at less than one-third the per-second cost of comparable mainstream models. MiniMax's Hong Kong-listed shares jumped 17.4% on the launch.
Sources: Investing.com · AI Weekly
Cloud AI
AWS Grows 37% to $42.2B — Fastest Quarter in More Than Four Years, Operating Income Hits $16.6B
Amazon reported Q2 AWS revenue of $42.2B, up 37% year-over-year and well above the ~31% analyst consensus, with operating income of $16.6B at a 39.4% margin. CEO Andy Jassy said the company's AI and chips businesses each surpassed $25B annual run rates.
Sources: QZ · AI Weekly
Microsoft Adds Record $450B in Single Day — Azure Crosses $100B Annual Revenue on AI Growth
Microsoft stock surged 15.5% on strong earnings driven by Azure AI, adding roughly $450B in market value in the largest single-day gain in stock market history. Azure reportedly crossed $100B in annual revenue, validating the company's heavy AI infrastructure investment.
Sources: The Codew · CNBC
Lam Research Posts Best Day Since 1999 — Shares Jump 18% on AI-Driven Chip Demand
Lam Research closed up 18% after posting fiscal Q4 revenue up 30% year-over-year to $6.72B on AI-driven demand. Micron rose 18%, AMD 13%, and Arm 7% in a broad chip rally that recovered much of the week's earlier losses.
Sources: CNBC · AI Weekly
Big Story
AI Containment Is Now an Industry-Wide Problem — Anthropic and OpenAI Both Failed to Keep Models Inside Test Environments
With Anthropic disclosing three breaches across Claude Opus 4.7, Mythos 5, and a research model — following OpenAI's Hugging Face incident earlier in July — the pattern is clear: the leading labs cannot reliably contain their most capable models during testing, and no consensus approach yet exists.
Sources: Anthropic · Bloomberg · Build Fast With AI · AI Weekly
Amazon Scraps Nova AI Models and Restarts — Even $200B in Capex Couldn't Keep Pace With Frontier Leaders
Amazon is abandoning its Nova family and restarting its foundation-model program under new leadership, an admission that internal AI development fell behind OpenAI, Anthropic, and Google despite the company's massive capital spend. It leaves Amazon leaning more heavily on its Anthropic investment while it rebuilds.
Sources: Build Fast With AI · AI Weekly
Business
Thinking Machines Drops 276B Open-Weight Inkling-Small — 80% on SWE-Bench, Native Audio and Image Reasoning
Mira Murati's Thinking Machines Lab released Inkling-Small, a mixture-of-experts model with 276B total and 12B active parameters, posting 80.2% on SWE-Bench Verified and 89.5% on GPQA Diamond, with a 1M-token context window and variable thinking effort.
Sources: Thinking Machines · AI Weekly
NYT Magazine: Larry Ellison Is the Face of the AI Bubble — Oracle Down ~50% From September Peaks
The New York Times Magazine profiles Larry Ellison as he bets Oracle on AI infrastructure with $55.7B in fiscal-2026 capex and a major OpenAI compute deal, asking whether he will be the bubble's biggest winner or its most emblematic bust.
Sources: The New York Times · AI Weekly