DAILY INTELLIGENCE BRIEF

The Vault — AI Edition

Saturday, July 11, 2026
15 stories
12,476 words
61 min read

Business

5
01

SK Hynix Surges 13% in Record $26.5 Billion Nasdaq Debut as the AI Memory Boom Hits Public Markets

SK Hynix priced its ADRs at $149, opened at $170 and closed up roughly 13%, raising $26.5 billion on Wall Street.

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02

SambaNova Raises $1 Billion Series F Led by General Atlantic to Scale AI Inference Hardware

SambaNova raised $1B at an $11B valuation to scale its inference chips as JPMorganChase signs on as a customer.

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03

Together AI Raises $800 Million at an $8.3 Billion Valuation to Run Open-Source Models at Scale

Together AI raised $800M at an $8.3B valuation, betting cheap open-source models on neocloud infrastructure beat closed APIs.

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04

Micron Lifts Its US Investment Target to $250 Billion to Feed the AI Memory Boom

Micron poured first concrete at its New York fab and raised its US spending plan past $250 billion, chasing AI memory demand.

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05

Microsoft Launches a $2.5 Billion Initiative With 6,000 Experts to Get Enterprises Deploying AI

Microsoft is spending $2.5B on 6,000 experts to embed inside enterprises, betting deployment, not models, wins the AI war.

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Llms Genai

4
06

Apple's Revamped Siri Will Run on Google's Gemini, Court Filing Confirms

A court filing confirms the assistant Apple ships this fall will be powered by Google's Gemini, not OpenAI's ChatGPT.

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07

Mistral's Next Open-Weight Model Enters July Early Access as Its Cost-Efficiency Bet Pays Off

Mistral confirms a new open-weight model for July early access, doubling down on a performance-per-cost strategy.

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08

AgentPrizm Launches AgentMemory and AgentSkills to Give AI Agents Persistent Memory

AgentPrizm's AgentMemory and AgentSkills launch bets that governed, provable memory is the missing layer for reliable agents.

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09

TwelveLabs Raises $100 Million to Build Video-Understanding Foundation Models

TwelveLabs raised $100M co-led by NEA and NAVER Ventures to make the world's video archives searchable and machine-readable.

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Research

3
10

China Unveils HAIRO, Its First Certified AI Hair-Transplant Robot, at WCHR 2026

At WCHR 2026 in Seoul, Puncture Robotic debuted HAIRO, China's first NMPA Class III-certified AI hair-transplant robot.

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11

DyTopo Rewires Multi-Agent LLMs on the Fly to Sharpen Collective Reasoning

A new arXiv paper lets LLM agents rewire who talks to whom at every reasoning step, reporting a 6.2-point average lift.

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12

New Research Explains Why LLM Reasoning Still Fails at Long-Horizon Planning

A new paper argues reasoning ability and planning ability are not the same thing — and proves it.

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Policy

3
13

Apple Sues OpenAI, Alleging a Systematic Theft of Hardware Trade Secrets

Apple has sued OpenAI in federal court, alleging a coordinated theft of hardware trade secrets 'at every level.'

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14

The Fed Taps Marc Andreessen to Co-Lead a Task Force on AI, Jobs, and Productivity

Kevin Warsh has put a marquee AI investor inside the Fed's policy review, raising fresh conflict-of-interest questions.

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15

The EU AI Act's Binding Rules Take Full Effect August 2 as the Enforcement Countdown Begins

On August 2 the EU AI Act stops being a compliance memo and becomes an enforceable law with teeth for GPAI providers.

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