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DX Today AI Daily Brief - Thursday, June 18, 2026

Today's briefing: SpaceX confirms a sixty billion dollar all stock deal to buy Cursor maker Anysphere, the largest AI software acquisition ever announced

The AI Infrastructure Capacity Crisis: Microsoft Borrows AWS to Keep GitHub Online and Even Cloud Giants Run Out of Compute - June 17, 2026

Chris and Laura dig into the week's quietest but most consequential AI story: the physical limits of the buildout. Microsoft confirmed it is routing GitHub traffic through rival Amazon Web Services after AI coding agents pushed availability to roughly 88.4 percent, while Google agreed to pay SpaceX 920 million dollars a month for compute it cannot build fast enough itself. With AI agent pull requests up fourfold to 17 million a month and Goldman Sachs projecting 7.6 trillion dollars in AI capex by 2031, the bottleneck is now steel, silicon, and electricity.

Hosted by Chris and Laura.

The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.

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#AI #CloudComputing #GitHub #AgenticAI #DataCenters

DX Today AI Daily Brief - Wednesday, June 17, 2026

Today's briefing covers SpaceX's blockbuster sixty billion dollar all-stock deal to acquire Anysphere, maker of the AI coding tool Cursor

The First AI Formulated Drug Reaches the Clinic: Inside Quotient Sciences' Phase I Milestone and Pharma's 2026 Inflection

Quotient Sciences, working with Intrepid Labs' machine learning, has begun what is reported as the first human clinical study of an AI designed drug formulation, after MHRA approval in the UK. Chris and Laura unpack the crucial difference between an AI designed molecule and an AI designed formulation, and what it means that there are now 200+ AI originated drug programs in clinical development. They dig into the eye catching 90 percent Phase I success claim, compressed 12 to 18 month timelines, the $2.6 billion cost problem, Insilico Medicine's idiopathic pulmonary fibrosis candidate, and the roughly 60 percent odds of a first AI originated drug approval landing in 2026 or 2027.

Hosted by Chris and Laura.

The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.

Send us fan mail: https://dxtoday.com/contact

#AI #DrugDiscovery #HealthcareAI #ClinicalTrials #BioTech

DX Today AI Daily Brief - Tuesday, June 16, 2026

Today's briefing: Anthropic's most powerful models, Fable 5 and Mythos 5, remain offline worldwide after a US export control order, even as the company fights the Pentagon in court. SpaceX enters its second week on the Nasdaq, propelled by forced index buying ahead of likely Nasdaq 100 entry. China's open weight surge accelerates as Moonshot AI ships the trillion parameter Kimi K2.7 Code, MiniMax tops the open weight leaderboard with M3, and Z AI releases GLM five point two. Google's Gemini 3.5 Pro remains the most anticipated model still unshipped. Nvidia's Jensen Huang likens the coming AI IPOs to early Amazon, while Goldman Sachs pegs AI capital spending through twenty thirty-one at seven point six trillion dollars. OpenAI files confidentially for its IPO alongside Anthropic, the Vatican publishes an encyclical urging that AI be disarmed, Microsoft brings multi model choice and agentic Copilot Cowork to Microsoft 365, and the White House moves to federalize AI policy with a deregulatory executive order.

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#AINews #ArtificialIntelligence #OpenSourceAI #AIPolicy #DXToday

DX Today AI Daily Brief - Monday, June 15, 2026

Anthropic takes its most advanced Fable 5 and Mythos 5 models offline worldwide after a US export-control order, while Moonshot AI counters with an open-weights release of Kimi K2.7 Code. Mistral closes in on a roughly 20 billion euro valuation, Jeff Bezos returns to the founder's seat with a 12 billion dollar AI engineering startup called Prometheus, and Google sues a China-based cybercrime group for abusing Gemini. Visa wires its payment network into ChatGPT for agentic commerce, India's Avataar launches its Varya video model, Teradyne Robotics shows production-ready physical AI at Automate 2026, and Reco rolls out tooling to govern AI agent risk. Plus xAI's new Grok Build coding agent, Tesla bringing Grok to more countries, and Microsoft moving agentic Copilot to general availability across Word, Excel, and PowerPoint.

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#AINews #ArtificialIntelligence #Anthropic #Mistral #DXToday

The Seven Hundred Billion Dollar Question: Big Tech's 2026 AI Capex Sprint and the ROI Reckoning

Meta, Microsoft, Amazon, and Alphabet are on track to spend more than seven hundred billion dollars on AI infrastructure this year alone, with combined capital expenditure up roughly seventy seven percent year over year and projections topping one trillion dollars next year. Chris and Laura dig into who is spending what, why investors flinched at Amazon's two hundred billion dollar plan, and whether the monetization evidence justifies the largest corporate infrastructure buildout in modern history.

Hosted by Chris and Laura.

The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.

Send us fan mail: https://dxtoday.com/contact

#AI #AICapex #DataCenters #BigTech #TechNews

TurboQuant: Google's 6x KV Cache Compression and the Quiet Economics of Long Context AI

Google Research's TurboQuant compresses the LLM key value cache to roughly three bits per coordinate with near zero accuracy loss, delivering at least six times less memory and up to eight times faster attention on NVIDIA H100 GPUs. We unpack how its two stage design pairs a training free random rotation with a one bit correction step, why a 70B model's 128K context cache shrinks from about 40GB to under 7GB, and what that means for the cost of long context AI everywhere.

Hosted by Rick Spair and Laura.

The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.

Send us fan mail: https://dxtoday.com/contact

#AI #LLMInference #KVCache #Quantization #TechNews

Your daily brief on the world of AI, from the DX Today media family.

Today's edition: Anthropic suspends a model over safety concerns, OpenAI faces a fresh subpoena, SpaceX explores orbital data centers, Apple overhauls Siri with new AI, Amazon expands its AI push, the Pentagon deepens ties with Anthropic, Naver teams with NVIDIA, NinjaOne advances AI IT automation, Google brings Gemini to Business Profiles, Cycclone emerges, a Huawei-alumni startup launches, and Bezos-backed Prometheus makes moves.

Twelve stories, twelve companies, all verified within the last twenty-four hours.

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#AINews #Anthropic #OpenAI #SpaceX #AppleSiri

Your daily brief on the world of A.I., from the DX Today media family.

Today's edition: French A.I. lab Mistral is in talks to raise three billion euros at a twenty billion euro valuation, Jeff Bezos-backed Prometheus pulls in a staggering twelve billion dollars, KKR and NVIDIA launch the ten billion dollar Helix infrastructure fund, Google sues the makers of A.I.-powered phishing software, Florida subpoenas OpenAI over ChatGPT safety, Equal AI raises thirty million dollars, Avataar launches its Varya video model in India, Reco moves to govern Claude Enterprise agents, Bluwhale debuts an A.I.-native financial OS, Teradyne shows off physical A.I. at Automate 2026, top A.I. leaders head to the G7 summit, and U.S. states advance A.I. safeguards for minors.

Twelve stories, twelve companies, all verified within the last twenty-four hours.

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#AINews #Mistral #OpenAI #AIFunding #AIRegulation