Accord

CCID reported that AI inference data in China has overtaken training data for the first time, with daily token calls above 175 trillion as of June—more than 1,000 times the early-2024 level, according to the firm.

Industry Data • Pandaily

Productivity

According to MIT Technology Review, an AI coding agent plans, generates code, runs tests and repeats to correct errors, and a single task can use 10 to 50 times more tokens than a basic chat prompt.

ChatGPT has reached 1.2 billion weekly active users, adding 200 million over the past two months, according to consumer product lead Adam Fry. Fry also said ChatGPT's search volume is now about 20% of Google's, a figure attributed to the company executive.

AI Products • Techmeme

Google is entirely disabling Search in schools that reject its AI features, according to The New York Times. Google said access to Gemini, Gemini Notebook, Gemini in Classroom, and Google Search will be entirely off for K-12 student accounts in those institutions.

AI Policy • The Verge AI

China plans to roll out broad AI safety standards covering development through deployment, targeting domestic AI model makers, according to Bloomberg. The standards come after global security incidents and signal Beijing's push for formalized AI governance.

AI Policy • Techmeme

PLTR

Palantir's quarterly results showed U.S. commercial revenue surpassing U.S. government revenue for the first time ever, a milestone that also contains a foreboding signal according to TechCrunch. The article does not specify exact revenue figures or stock movement.

Amazon is reportedly gutting its AI division after sustained failure, according to Futurism. The article notes that Amazon's flagship Nova model is far from a household name compared with ChatGPT, Claude, and Gemini.

Industry News • Hacker News

Rock Matrix open-sourced EdgeRock-4B, built from Qwen3.5-4B with HKUST and CMU. The model keeps a fixed 72 MiB KV cache at 256K context, down from 8 GiB, and serves 6.42 times the throughput while retaining most of its reasoning scores, according to the company.

AI Models • Pandaily

Delaware is considering a plan that would let AI agents run entire businesses, according to Ars Technica. US Rep. Comer says owners of AI-run firms would evade liability for 'reckless' AI.

Policy • Ars Technica AI

Physical Intelligence • Unknown

AI robotics startup Physical Intelligence is reportedly in talks to raise more than $1 billion in a round led by Avenir and Lux Capital at a valuation of approximately $20 billion, up from $11.5 billion earlier in 2026, according to Bloomberg sources.

META

Meta's $25 billion share sale was oversubscribed 5x, with demand for about five times the available shares, as the company seeks $98 billion for AI spending. The 15 largest investors in the sale accounted for roughly 70% of shares, according to Bloomberg sources.