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Google says the Gemini app now offers personalized Nano Banana image generation, previously limited to Plus, Pro, and Ultra users, to eligible US users for free (Lauren Forristal/TechCrunch)
Humanoid robot maker Apptronik raised ~$1B at a ~$5B valuation, including from Mercedes-Benz, which has a handful of Apptronik's Apollo robots in its factories (Joshua Brustein/Bloomberg)
Jefferies: memory prices are expected to rise 40-50% in Q3 2026 and 30-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief (Hassan Mujtaba/Wccftech)
Shanghai-based Momenta, whose driver-assist tech is used by Toyota, Mercedes, and Audi in China, files for an IPO in Hong Kong, seeking to raise up to $751.1M (Reuters)
DeepSeek details DSpark, a speculative decoding framework for its V4 models, saying it speeds up AI inference by up to 85% and was tested on Gemma and Qwen (Ben Jiang/South China Morning Post)
Soaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes (Kif Leswing/CNBC)
Dealogic: Japan saw 18 IPOs in H1 2026, the lowest since 2011, despite stock market surges, partly due to Japan's lack of AI, data center, and chip startups (David Keohane/Financial Times)
Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027 (Ming-Chi Kuo)
South Korea unveils plans for new AI data centers backed by ~$357.5B from SK Group, GS Group, and Naver, targeting 8.4GW initially and 18.4GW by 2035 (Yi Whan-woo/The Korea Times)
The South Korean government, Samsung, and SK hynix plan to invest ~$590B for a new chip complex, including four chipmaking plants and a chip packaging cluster (Song Jung-a/Financial Times)
Australian government says it plans to double the maximum penalty for any social media company breaking its minimum age law and grant more powers to enforcers (Jackson Chen/Engadget)
Sources: Baidu's chip unit Kunlunxin Technology plans a Hong Kong IPO at a $50B target valuation, asking investors to buy chips worth 3-7x their IPO investment (Qianer Liu/The Information)
GPT-5.6 system card indicates Sol is well below the level of most worrisome Mythos use cases, suggesting all GPT-5.6 versions could be released without delay (Zvi Mowshowitz/Don't Worry About the Vase)
Letter: Austria is pushing the EU to consider hosting Anthropic within its borders, highlighting EU efforts to boost bloc independence from US and Chinese tech (Marton Eder/Bloomberg)
Google's Earthquake Alerts system reached 11.4M+ people in Venezuela, giving them seconds or up to two minutes notice before two powerful earthquakes struck (New York Times)
Netflix has been gradually requiring each profile under a Netflix subscription to use a unique email address; the rule doesn't apply to children's profiles (Scharon Harding/Ars Technica)
Sources: Salesforce staff worry Anthropic's Claude Tag could cannibalize Slackbot and give the AI firm more leverage over the enterprise software industry (Laura Bratton/The Information)
Sources: Google told Meta around March it couldn't offer all the Gemini capacity Meta wanted to buy, disrupting and delaying some of Meta's internal AI projects (Financial Times)
Researchers say Z.ai's GLM-5.2 matches latest US models at finding security bugs, as critics question the US' lax approach in restricting Chinese open models (Wall Street Journal)
Apple's appeal to a London Court of Appeal ruling begins Monday at the UK Supreme Court; the ruling required it to pay $502M for using Optis' wireless patents (Alistair Gray/Financial Times)

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