BYD’s Xiao Di Robot: the Greeter Is Boring, the Factory Behind It Is the Threat
BYD walked its first humanoid robot, Xiao Di, into a showroom in early August 2026. The machine is a translator that waves. The supply chain behind it is the real story.
AI News
Amazon Hit $3 Trillion. Its Free Cash Flow Went Negative to Get There
Amazon joined the $3 trillion club, but free cash flow went negative as AI capex hits $220bn. What the milestone quietly leaves off the banner.
Microsoft’s MAI-Cyber-1-Flash Beats OpenAI on Security. Read the Asterisk
Microsoft’s MAI-Cyber-1-Flash claims to beat OpenAI and Anthropic on security at half the cost. The benchmark has an asterisk worth reading.
Palantir’s Stock Ripped 30% and the Bears Went Quiet: What ‘AI Sovereignty’ Actually Means for Your Money
Palantir beat, raised guidance and jumped about 30%. Here is what ‘AI sovereignty’ means, and the valuation catch the hype cycle skips.
From 2 August, if a bot talks to you in the EU, they legally have to tell you
The EU AI Act’s Article 50 transparency rules took effect on 2 August 2026: AI disclosure, deepfake labelling and enforcement, with fines up to 3% of turnover.
How to Run Your First Local AI in 20 Minutes (No Jargon)
A genuine beginner’s guide to running an AI model on your own computer: install Ollama, one line to download a model, an optional chat window, honest hardware expectations, and what local AI is (and isn’t) good at. Part 3 of Own Your AI.
Nvidia Backed the Startup Trying to Make AI Cheaper Than Nvidia Wants It to Be
Fireworks AI raised $1.5bn at a $17.5bn valuation, backed by Nvidia, to run open models cheaply. The inference layer is where the next money is.
SK Hynix Printed the Biggest Quarter in Its History, and Nvidia Signed the Cheque
SK Hynix posted record Q2 2026 revenue of 79.3tn won on AI memory demand and started mass-producing HBM4. The AI boom now runs on Korean DRAM.
China’s Chip Champion 470%’d Its Way to Number One. Retail Punters Paid For the Party.
CXMT opened up ~470% in Shanghai and became China’s most valuable listed firm. Retail buyers funded a chip-nationalism project and now hold the risk.
Nvidia Might Guarantee $250bn So OpenAI Can Keep Buying Nvidia Chips
Nvidia is reportedly in talks to backstop $250bn for OpenAI’s Ohio megasite. That is vendor financing at a scale that should worry you.