Tuesday, August 4: Alibaba drops a 2.4-trillion-parameter autonomous-coding flagship; the White House convenes Big Tech on AI safety testing today; Palantir surges 29% on a $1.94B quarter and Karp calls frontier labs 'Marxist'; Anthropic's run-rate crosses $30B backed by a new Google–Broadcom compute deal; and OpenAI sets an August 30 sunset for the DALL·E GPT. In this hour: Alibaba Ships Qwen3.8-Max — 2.4T Parameters, 16 Days of Autonomous Coding · White House Convenes Big Tech Today on Voluntary AI Safety Testing Framework · Palantir Surges 29% Tuesday — Karp Calls Frontier Labs 'Marxist' in Shareholder Letter · Anthropic Crosses $30B Run-Rate — Expands Multi-Gigawatt Compute Deal With Google and Broadcom · OpenAI Retires the DALL·E GPT on August 30 — Redirects Users to ChatGPT Images.

Tuesday, August 4: AMD rockets 8% ahead of Q2 earnings dropping tonight; Hinton, Li, and Ng take the Ai4 main stage in Las Vegas; Jensen Huang confirms Nvidia's Vera Rubin chip is now in volume production; AMD's Helios rack system enters full production with first shipments set for September; and the EU AI Act's new transparency rules begin reshaping how enterprises deploy chatbots. In this hour: AMD Surges 8% Ahead of Q2 Print — Helios Ramp Guidance Is the Real Number · Hinton, Li, and Ng Share the Ai4 Main Stage — Opening Day Keynote Fires in Las Vegas · Jensen Huang Confirms Vera Rubin Is Now in Volume Production · EU AI Act Compliance Deadlines Hit — Enterprises Roll Out AI-Identity Labels Across Europe · AMD's Helios Rack System Enters Full Production — September Shipments Set the H2 AI Hardware Narrative.

Tuesday, August 4: Alibaba's 2.4-trillion-parameter Qwen3.8-Max launches, Palantir surges 15% after hours on a $1.94B quarter, AWS posts its fastest cloud growth in 18 quarters, and Oracle's AI contracts drive a 9% single-day gain. In this hour: Alibaba Drops Qwen3.8-Max — 2.4 Trillion Parameters, Open Weights Next Week · Palantir Jumps 15% After Hours — Raises Full-Year Guidance to $8.15B · AWS Posts Fastest Growth in 18 Quarters — Amazon Deepens OpenAI Bet by $35B · Oracle Gains 9% on $638B Cloud Backlog and Fresh AI Contracts · Citi: Rapid Model Releases Are Turning Enterprises 'Model-Agnostic'.

Tuesday, August 4: Thinking Machines ships Inkling Small; Ai4's opening day draws 12,000 to Las Vegas; and Qwen posts a fresh model to OpenRouter as the open-weight race tightens. In this hour: Inkling Small Lands — Murati's Lab Ships Second Open Model in Two Weeks · Ai4 Day One Opens in Las Vegas — 12,000 Attendees, Enterprise Deployment Takes Center Stage · Qwen Pushes Another Model to OpenRouter — Weekly Cadence Holds as Inference Floor Falls.

Tuesday, August 4: EU AI Act enforcement goes live, Palantir's Karp torches frontier labs as 'Marxist' after $1B profit quarter, and the AI regulatory clock keeps ticking on both sides of the Atlantic. In this hour: EU AI Act Goes Enforceable — Chatbots Must Now Say They're AI · Karp Calls Frontier Labs 'Marxist' — Palantir's $1B Quarter Becomes an Ideology War.

Tuesday, August 4: MiniMax drops an open-source omni-modal video model at one-twelfth the competition's price; OpenAI slashes GPT-5.6 Luna and Terra costs while adding a Fast mode; Palantir's Karp uses the Q2 blowout stage to warn enterprises off frontier AI labs; and the video-generation price war accelerates as Chinese models flood global benchmarks. In this hour: MiniMax H3 Goes Omni-Modal at One-Twelfth the Price of ByteDance's Seedance · OpenAI Cuts GPT-5.6 Luna and Terra Prices, Adds Fast Mode to Sol · Karp Post-Earnings: Frontier Labs Still Too Untrustworthy for Enterprise Core Ops · H3's Western Geo-Block Signals the New Open-Weight Regulatory Pressure Point.

Tuesday, August 4: MiniMax drops an open-source omni-modal video model at one-twelfth the competition's price; OpenAI slashes GPT-5.6 Luna and Terra costs while adding a Fast mode; Palantir's Karp uses the Q2 blowout stage to warn enterprises off frontier AI labs; and the video-generation price war accelerates as Chinese models flood global benchmarks. In this hour: MiniMax H3 Goes Omni-Modal at One-Twelfth the Price of ByteDance's Seedance · OpenAI Cuts GPT-5.6 Luna and Terra Prices, Adds Fast Mode to Sol · Karp Post-Earnings: Frontier Labs Still Too Untrustworthy for Enterprise Core Ops · H3's Western Geo-Block Signals the New Open-Weight Regulatory Pressure Point.

Tuesday, August 4: AMD's Q2 earnings print lands tonight with data-center revenue the key watch; Palantir's AI deal velocity sets a new public benchmark; the White House's $6B distillation figure hardens into policy; and the AI chip earnings season offers a clearer read on where infrastructure spending is actually flowing. In this hour: AMD's Q2 Print Is Live — MI350 Volumes and Helios Guidance Are the Tape · Palantir's AI Deal Velocity Sets a New Public Benchmark — Software Layer Catches Up to Hardware · The $6B Distillation Number Is Now the Policy Anchor — White House Uses It to Frame Export Controls and Compute Investment · Ai4 Day Three: California's Watermarking Law Dominates the Floor as Compliance Deadlines Bite.

Tuesday, August 4: Bloomberg coins a 'death zone' for mid-tier AI model makers as China's launches pile up; Palantir's Karp calls frontier labs 'Marxist' after a $1B profit quarter; AMD drops its Q2 print after the bell; Ai4 in Las Vegas enters day two; and the open-weight policy battle sharpens in Washington. In this hour: Bloomberg: China's AI Blitz Creates a 'Death Zone' for Mid-Tier Model Makers · Karp Calls Frontier Labs 'Marxist' on CNBC After Palantir's $1B Profit Quarter · AMD Q2 Print Drops After the Bell — MI350 Volumes and Helios Orders Are the Numbers to Watch · Ai4 Day Two: Governance Gaps and California's Watermark Law Dominate the Vegas Floor · The $6B Distillation Number Is Now the Policy Anchor in Washington's Open-Weight Fight.

Tuesday, August 4: Palantir's Q2 print lands at $1.94B — 93% growth — stock surges 15% after hours; AMD drops its own Q2 after the bell Tuesday; Ai4's Day One opens in Las Vegas with agentic AI dominating the floor. In this hour: Palantir Q2: $1.94B, +93% — Stock Jumps 15% After Hours as Guidance Hits $8.15B · AMD Q2 Drops After the Bell — MI350 Ships, Helios Ramp and Data Center Margin Are the Story · Ai4 Day One in Las Vegas: Agentic Governance Replaces Agentic Hype on the Main Floor.