IJR Pulse

AI

Samsung, Google Unveil Galaxy Glasses with Gemini AI

Samsung is expanding into smart eyewear with Android XR–based glasses developed with Google and designed alongside Gentle Monster and Warby Parker, featuring Gemini AI, a camera and on-device capabilities while functioning as a display-free, phone-connected accessory. The reveals emphasize privacy controls, long battery life (about nine hours with a charging case), and upcoming fall launches across its partner brands, signaling a broader push into AI-powered eyewear with premium designs.

Samsung Google Gentle Monster

eweek.com +23 covering2m

AI

AMD-Anthropic deal to deploy 2 GW AI compute

AMD and Anthropic unveiled a deal worth up to $5 billion in equity from AMD in exchange for tens of billions of dollars of AMD’s AI server chips, enabling as much as 2 gigawatts of compute capacity with the first gigawatt online in the first half of 2027. The partnership aims to diversify Anthropic’s compute away from Nvidia and Google TPUs, intensifying AI infrastructure competition as AMD positions itself as a significant supplier alongside other cloud providers and partners.

Anthropic Nvidia AMD

MarketScreener +34 covering46m

AI

Temasek Plans $10B India Investment Over Three Years

{"summary":"Temasek plans to invest about $9-10 billion in India over the next three years, broadening its exposure into industrials and artificial intelligence while maintaining bets in consumer, financial services, and healthcare. The $42 billion-strong India portfolio is being positioned for long-term growth with continued emphasis on AI, renewables, and domestic-market strengths, including a target to raise AI share to roughly 15% of its global portfolio by 2031.","summary_sources":["https://www.whalesbook.com/news/English/industrial-goodsservices/Temasek-Eyes-India-Industrials-and-AI-with-dollar9B-Investment/6a60fff3fe1c9287f47c1274","https://timesofindia.indiatimes.com/business/india-business/temasek-widens-scope-of-india-investments/articleshow/132564849.cms","https://www.newsbytesapp.com/news/business/temasek-plans-up-to-5b-yearly-india-investments-amid-growth/tldr","https://economictimes.indiatimes.com/news/company/corporate-trends/temasek-doubles-down-on-india-sees-long-term-opportunities-in-family-businesses/articleshow/132562713.cms","https://www.whalesbook.com/news/English/international-news/Temasek-Plans-dollar10-Billion-India-Investment-Over-Three-Years/6a60cec2fe1c9287f47bc85a"]}

India Haldiram’Manipal Hospitals

whalesbook.com +8 covering1h

AI

OpenAI plans $20B data center near Savannah, Georgia

OpenAI plans a roughly $20 billion data center campus in Effingham County, Georgia, powered by 3.2 gigawatts from Georgia Power and delivered in phases from 2028 to 2032, with total costs potentially exceeding $30 billion as the company seeks financing partners. The project includes a 50% property tax abatement for 15 years, up to 1 GW of flexible demand response, an $80 million community fund, and about 400 long-term jobs, but has drawn concerns over public input and environmental impacts.

OpenAI Codex Effingham County, Georgia

us.headtopics.com +10 covering1h

AI

Samsung launches Galaxy Glasses with Warby Parker

Samsung unveiled two Galaxy Glasses designs created with Warby Parker and Gentle Monster at Galaxy Unpacked, highlighting lightweight frames and AI features powered by Snapdragon AR1 Gen 1 with Google Gemini for hands-free translation and contextual help. The devices are pitched as everyday wearables with cross-device compatibility and ongoing partnerships with Google and eyewear brands, aiming for a fall launch.

Samsung Qualcomm iPhone

gadgetbridge.com +5 covering1h

AI

Microsoft investment supports DOE Genesis Mission

Microsoft is committing $60 million to the Department of Energy’s Genesis Mission to accelerate AI-enabled scientific research across 17 national laboratories, funding $40 million in Azure compute and AI credits and $20 million for engineering enablement, while launching SPARK to coordinate efforts between Microsoft and DOE. The Genesis Mission, launched by President Trump in 2025 as part of a broader federal push to create an AI Discovery Platform that doubles US research productivity within a decade, has drawn participation from major tech giants and is designed to integrate AI, data, and computing across federal labs.

techtimes.com +6 covering1h

AI

Qualcomm Samsung Expand Snapdragon Across Galaxy Devices

Qualcomm’s Snapdragon 8 Elite Gen 5 for Galaxy, Wear Elite, and AR1 Gen 1 will power Samsung’s new Galaxy lineup, including foldables, watches, and intelligent eyewear, to deliver a unified AI experience with strong on-device processing and cross-device connectivity. The expanded partnership positions Snapdragon across Samsung’s ecosystem beyond phones, signaling a broader platform strategy for Galaxy AI while prompting questions about vendor leverage and user adoption in XR and wearables.

Samsung Google Galaxy

fonearena.com +5 covering1h

AI

Axe Compute Announces Over $1.3B in New Contracts

Axe Compute announced over $1.3 billion in new contracts across the U.S. and Europe, surpassing its 2026 goal of $1 billion and signaling strong demand for its design-deploy-own-operate AI infrastructure. The deals, secured through the Axe Compute Build program, expand its global footprint with large-scale, fully managed GPU capacity and AI environments for enterprises.

the United States Europe

gurufocus.com +6 covering2h

Electronics

Samsung Unveils Galaxy Watch Ultra 2 and Watch 9

Samsung's Galaxy Watch Ultra 2 adds an 800mAh battery, a thinner 10.7mm design, rugged build, and first-time EN13319 diving certification, with Mares dive features available by subscription for recreational depths up to 40m. The watch also targets multi-day use with Snapdragon Wear Elite, improved performance, and enhanced outdoor-sports capabilities reflected in its brightness, sensors, and durability ratings.

tomsguide.com +8 covering4h

AI

BAFTA Expands British Film Longlist, Adds AI Clause

BAFTA has expanded the Outstanding British Film Longlist from 15 to 20 films and added a generative AI disclosure clause requiring detailed information on AI usage and human involvement, as part of broader 2027 award rule updates. The changes also revise voting rules to involve the casting chapter in four acting categories and adjust category structures ahead of the 2027 ceremony.

eng.pressbee.net +4 covering6h

Startups

Glow raises $180M, valued at $1.2B

Glow, the Israeli-Isan AI-powered endpoint security startup, has raised a total of $180 million across seed, Series A, and Series B rounds, achieving unicorn status with a $1.2 billion valuation and plans to expand Go-To-Market efforts and its Glow Labs research arm. The funding underscores a surge in AI adoption on corporate devices and Glow’s strategy to proactively prevent attacks by using AI agents to enforce security policies on endpoints.

The Next Web (TNW) +7 covering7h

AI

FCA taps Anthropic for AI Supercharged Sandbox

The UK Financial Conduct Authority is expanding its Supercharged Sandbox by partnering with Anthropic to support a second cohort of 21 firms, providing access to Claude tools to test AI in a controlled environment and explore use cases from widening financial services access to vulnerable consumers to fraud detection and automation; demand rose 51% with 199 applications, and the FCA also launched the Agentic Academy to build in-house AI capability.

investmentweek.co.uk +5 covering11h

AI

Bloomsbury to gain from US$1.5B Anthropic settlement

Bloomsbury Publishing will receive roughly $3,000 per identified title (14,087 titles) as part of a $1.5 billion Anthropic settlement, with payments to commence in the second half of the fiscal year and proceeds split evenly between authors and the publisher. The one-off cash boost underpins Bloomsbury’s financial strength and supports its capital allocation priorities, while underscoring the growing impact of AI copyright disputes on the publishing industry.

uk.advfn.com +8 covering15h

AI

Wistron Opens $700M Texas AI Factory for Nvidia

Wistron opened its first U.S. factory in Fort Worth, Texas—a $700 million, 324,000-square-foot facility that currently produces Nvidia’s GB300 Grace Blackwell Ultra Superchip and will later manufacture the Vera Rubin Superchip, lifting the stock and signaling a push by Taiwanese manufacturers to expand U.S. AI infrastructure and strengthen Nvidia’s domestic supply chain. The project underscores growing global demand for AI factories and Nvidia’s DSX vision, with automation, local operations, and energy-efficient manufacturing as core features and a potential multiplier for jobs and regional AI capabilities.

gurufocus.com +4 covering16h

Business Leaders

Elon Musk plans AI Odyssey film by 2026

Elon Musk says Grok Imagine will produce a full-length Odyssey by the end of 2026, promising historical accuracy and fidelity to Homer using AI-generated visuals and dialogue. The plan follows Musk’s critiques of Christopher Nolan’s adaptation and has drawn enthusiastic support from Greeks and philhellenes, while other pitches (including Mel Gibson’s) have also sparked attention.

greekcitytimes.com +6 covering17h

News Corp

News Corp Sues Brave Over AI Article Theft

News Corp has filed countersuits against Brave Software accusing it of distributing and selling Wall Street Journal and New York Post articles to AI companies without permission, seeking injunctive relief and up to $150,000 per infringement as part of a broader clash over AI training content. Brave had previously sued News Corp claiming its practices were legal fair use, while News Corp argues Brave’s scraping and bundling exceed fair use, illustrating a surge of litigation between publishers and technology firms over copyrighted news content used for AI.

whalesbook.com +7 covering18h

AI

Codeifai Secures $770,000 Share Placement

Codeifai announced a $770,000 equity placement of 110 million shares at $0.007 with free attaching options exercisable at $0.02 to fund product and business development, working capital, and expansion into high-value AI use cases such as geospatial and subsurface workflows, with Oakley Capital listed as lead manager. Separate updates preview a major capital raise on July 28, 2026 issuing another 110 million shares and 110 million unlisted options to bolster AI infrastructure, subject to shareholder approval and meeting outcomes, aiming to accelerate growth.

tipranks.com +9 covering19h

AI

South Korea's carriers launch Ray-Ban Meta AI glasses

South Korea’s three major mobile carriers began selling the Ray-Ban Meta second-generation AI glasses, pairing device discounts with smartphone plans to push Meta’s AI ecosystem beyond smartphones. Shinsegae I&C also announced distribution of Ray-Ban Meta and Oakley Meta through domestic channels, expanding partnerships to bring the AI glasses to a wider market.

asiae.co.kr +11 covering20h

Startups

Dimension Capital closes $800M third fund

Dimension Capital closed its third fund at $800 million, a 60% increase from its prior $500 million vehicle, underscoring strong investor appetite for deep‑tech ventures at the biology-software intersection. Its portfolio highlights include Chai Discovery, New Limit, Modal Labs and stakes in Anthropic, reflecting rapid market validation through high‑growth seed and later-stage rounds.

techbuzz.ai +5 covering21h

AI

WiseTech plans FRDM.ai acquisition to power VerifyWise

WiseTech Global has agreed to acquire FRDM.ai for US$10 million upfront plus up to US$14.31 million in earn-outs, with completion expected on August 3, 2026, to power its VerifyWise AI-enabled compliance platform across multi-tier supply chains. The deal moves WiseTech from transaction-level screening to network-wide risk verification, leveraging FRDM.ai’s real-time risk scoring and billions of trade records, while financing details include issuing up to 192,150 new shares and a 12-month escrow arrangement.

grafa.com +5 covering21h

AI

Substack launches AI detector across platform

Substack has launched an AI-detection tool developed with Pangram to estimate how much of a post was AI-written, available for content longer than 100 words on web and iOS with Android coming later; creators can also publish a 'How I make this' note and scan drafts. The move aims to boost transparency and reader trust amid concerns about AI-generated content, though critics note Pangram readings are not perfect and the feature invites scrutiny of practices such as 'Claudefishing.'

Business Insider +6 covering1d

AI

Nvidia launches Spectrum-6 for AI data centers

Nvidia unveiled Spectrum-6, a 102.4 Tbps Ethernet platform for the Vera Rubin AI supercomputer, doubling capacity to speed training and inference for large-scale AI workloads, with early adopters including CoreWeave, Microsoft, Nebius, SpaceXAI, and Tesla. The announcement saw Nvidia stock rise about 2%, while AMD touted its rival Helios Rackscale Solution with Microsoft and other big players joined by Meta, OpenAI, and Oracle.

blockonomi.com +5 covering1d

AI

NVIDIA Expands Vera Platform With Spectrum-X6 and Rubin

NVIDIA’s Vera CPU, with Olympus cores on a monolithic die and interconnected via NVLink, is engineered for agentic AI workloads that demand high per-core performance and low memory latency rather than just high core counts. Early benchmarks and disclosures show Vera delivering notable gains in agentic AI throughput and efficiency when paired with Vera Rubin GPUs, highlighting a system-level focus on streamlined CPU-GPU data movement and software optimization over traditional cloud-centric chiplet designs.

stocktwits.com +12 covering1d

AI

iPower Plans AI Hardware Leasing Subsidiary

iPower Inc. is forming a dedicated AI subsidiary, iPower AI LLC, to pursue AI hardware leasing and compute resource distribution with preliminary customer interest but no definitive agreements yet. The filings also indicate the subsidiary joining a guaranty tied to its senior secured convertible note facility as part of ongoing financing arrangements.

MarketScreener +5 covering1d