AI News Today, July 22 — Top AI Stories & Live Updates

Últimas noticias de IA: 48 horas

cnbc.com 45m ago 19

IBM Q2 revenue up 1%, mainframe down 42%, 2026 outlook cut

IBM reported Q2 revenue of $17.2B, up just 1% YoY versus the $17.6B consensus, with infrastructure down 7% and Z-mainframe revenue collapsing 42%. Software grew 5% and Red Hat accelerated to +11%, but the company cut its 2026 forecast. IBM highlighted $12.5B in cumulative generative AI bookings, watsonx, HashiCorp and Confluent momentum, plus a new $5B 'Lightwell' security investment as it leans on AI/consulting to offset core hardware weakness.

bloomberg.com 45m ago 22

Brockman calls Kimi K3 'pretty good', unsure about distillation

OpenAI President Greg Brockman told Bloomberg that Moonshot AI's newly released Kimi K3 is a 'pretty good' model but said it is 'too early' to conclude whether Moonshot used distillation on OpenAI's own models. His measured framing contrasts with White House OSTP director Michael Kratsios's accusation this week that Moonshot distilled Anthropic's Fable and obtained Nvidia GB300 chips via Thailand to train K3.

techcrunch.com 45m ago 25

Anthropic's spring talks with Physical Intelligence confirmed, deal denied

After tech blogger Robert Scoble claimed over the weekend that Anthropic was acquiring Physical Intelligence, CEO Karol Hausman told employees the reports are 'not true' — but The Information confirmed Anthropic and PI did hold acquisition talks this spring that never closed. PI, co-founded by Lachy Groom with backers including OpenAI, Khosla, Thrive and Founders Fund, has raised over $1B at an $11B valuation and builds the π0.5 robot foundation model. OpenAI's existing investor position complicates any Anthropic deal.

cryptobriefing.com 45m ago 23

Amazon cuts jobs in its Nova-building AGI unit, count undisclosed

Amazon confirmed layoffs in its artificial general intelligence unit — the group behind the Nova model family — but declined to disclose how many staff were affected. Affected US workers get 90 days of pay and benefits plus outplacement and severance eligibility. The cuts follow the roughly 16,000-employee reduction in January and are cast as a resource realignment toward projects with 'tangible benefits' as Amazon competes with Microsoft and OpenAI.

cnbc.com 45m ago 23

Wistron opens Fort Worth factory, first US-made Nvidia GB300

Wistron inaugurated its 324,000-sq-ft D1 AI Smart Factory in Fort Worth on July 21, a ~$700M facility that is the first US site to mass-produce Nvidia's GB300 Grace Blackwell Ultra Superchip and will later build the Vera Rubin Superchip. The plant is scaling to tens of thousands of boards per month this year with over 500 workers, targeting 1,000 by year-end. Wistron shares surged in Taiwan, and TrendForce estimates D1 represents about 5% of Nvidia's total output.

sakana.ai 45m ago ALERTA 31

Sakana Fugu-Cyber tops CyberGym at 86.9% with agent orchestration

Sakana AI released Fugu-Cyber on July 21, a defense-focused orchestration model that dynamically routes across specialized agents behind a single API. It scored 86.9% on UC Berkeley's CyberGym (proof-of-concept generation across 1,507 real-world vulnerabilities in 188 projects) and 72.1% on Microsoft's CTI-REALM detection-rule benchmark, above published scores for GPT-5.5-Cyber and Mythos-Preview. Access is gated: users must submit a use case and get manual approval before use.

cnbc.com 45m ago 23

Reddit down 9% as it weighs ending Google's $60M AI training deal

Reddit stock fell 8.32% Tuesday after a WSJ report said executives are internally weighing whether to restrict Google's access to Reddit content for AI training as the companies' $60M/year deal signed in 2024 nears expiration. Reddit's separate OpenAI arrangement is valued at roughly $70M/year. Wells Fargo estimates Reddit could lose up to $500M in AI licensing revenue if it walks away; the pushback tracks broader publisher unease as Google's AI Overviews cut traffic to third-party sites.

usnews.com 45m ago ALERTA 29

Ex-DOGE staffers raise $160M for military-cyber AI startup Cathedral

Cathedral, co-founded by former Department of Government Efficiency staffers Gavin Kliger, Luke Farritor, Marko Elez and Jack Stein, closed a $160M round at a $1.4B valuation led by Andreessen Horowitz and Sequoia Capital, with both firms taking board seats. The startup plans to secure US government contracts for AI-driven offensive and defensive cyber operations against adversaries like China, and is looking to acquire or partner with a data center for dedicated compute. Kliger was until recently Pentagon chief data officer during DoD's legal fight with Anthropic over military use of Claude.

9to5google.com 45m ago ALERTA 35

Alphabet Q2: Cloud up 82%, $514B backlog, Gemini hits 950M users

semafor.com 2h ago 22

Google and Nvidia partner with Microagi on humanoid-robot compute

Google and Nvidia announced on July 21 that they will supply Munich's Microagi with Nvidia GPUs plus Google AI models and cloud infrastructure to train and deploy humanoid robots in factories. Google Cloud northern-Europe VP Marianne Janik framed it as an 'ecosystem play' with no customer-data ask attached — a separate deal from Microagi's $55M seed round closed the prior week, positioning Google Cloud against Chinese and US hyperscaler rivals in European robotics.

gvwire.com 2h ago ALERTA 29

Florida pastor sues OpenAI, says ChatGPT delayed his embolism care

Pastor Scott Winters filed suit in San Francisco Superior Court on July 22 accusing OpenAI and Sam Altman of negligence and the unauthorized practice of medicine, alleging ChatGPT-4o assured him early warning signs of a massive pulmonary embolism were 'not something dangerous,' suggested 'recliner-based micro-recovery,' and told him 'God did not design your body to endlessly fail.' Winters was admitted to ICU on July 13, 2025 and seeks damages plus a court order halting ChatGPT Health pending independent safety review. OpenAI's statement: 'ChatGPT is not a doctor and should never be used as a substitute for medical care.'

techcrunch.com 2h ago ALERTA 30

Kalanick's robotics startup Atoms raises $1.7B, Uber joins round

Travis Kalanick's Atoms — a rebrand of his CloudKitchens holding company built around the Pronto industrial-automation acquisition — raised $1.7 billion led by a16z with participation from Bain Capital, Fifth Wall and Uber, Kalanick's original company. Ben Horowitz will join the Atoms board. Kalanick describes the vision as building 'atoms-based computers' to digitize the physical world across robotics, manufacturing and mining.

fortune.com 4h ago 17

GlossGenius rebrands to Genius AI, hits unicorn on $44M raise

GlossGenius rebranded to Genius AI on July 21 and closed a $44M Series D led by Lux Capital at a $1.15B valuation, joining the unicorn ranks. The 400-person company (annual revenue nearing $200M) is pivoting from beauty-only booking/payments software to broader service verticals — med spas, physical therapists, fitness businesses — with a HIPAA-compliant product. CEO Danielle Cohen-Shohet frames the raise around building 'AI-powered software that will run businesses for any kind of service professional.'

terrytao.wordpress.com 4h ago 23

Terence Tao digests the AI-found Jacobian counterexample, credits ChatGPT

Fields medalist Terence Tao on July 21 published "A digestion of the Jacobian conjecture counterexample," walking through the explicit polynomial map F: C^3 -> C^3 with constant nonzero Jacobian determinant that is locally invertible but not globally invertible. Tao closed with a rare AI disclosure — "I used an AI chatbot to discuss various aspects of this problem and to confirm several of the calculations made here" — and linked the underlying ChatGPT conversation. The post is trending on Hacker News as one of the first public examples of a top mathematician documenting AI-assisted verification of a major result.

securityweek.com 4h ago ALERTA 28

ServiceNow AI Platform's pre-auth RCE is under active attack

CVE-2026-6875, a pre-auth sandbox-escape RCE in the ServiceNow AI Platform, is being actively exploited in the wild just days after ServiceNow patched hosted instances on July 14. Public research from Searchlight Cyber identified /assessment_thanks.do as the pre-auth sink; successful escape gives attackers Rhino-engine access, the ability to read tables, create admin users, and run shell commands on proxy servers. Defused observed in-the-wild exploitation on July 18, and ServiceNow is urging self-hosted customers to patch immediately.

whitehouse.gov 4h ago ALERTA 32

Trump admin launches $5B Genesis Mission for AI-driven science

The White House on July 22 announced more than $5 billion in federal commitments for the Genesis Mission, a whole-of-government AI-for-science initiative spanning 15+ agencies led by DOE. Alongside the umbrella funding, Secretary Chris Wright unveiled 278 project awards totaling $293 million (largest single project: $60M for nuclear energy), drawing on 16 National Labs, 142 universities and 157 companies. Arcee AI is among the industry partners building Genesis-Science-1, an American open-weight scientific model with a reproducible research harness.

bloomberg.com 5h ago 20

Meta names Assaf Keren its new CISO, succeeding Guy Rosen

Bloomberg reports Meta has tapped four-time CISO Assaf Keren, most recently at Qualtrics and previously CISO at PayPal, as its next Chief Security Officer. Keren succeeds Guy Rosen, who announced his departure in June after 13 years at Meta and will leave in 2026. Rosen ran security across Meta's global infrastructure and led the CISO role formalized in 2022.

huggingface.co 5h ago 25

AlayaRenderer-Flash makes a diffusion world model run at 31.5 FPS

A July 21 arXiv paper introduces AlayaRenderer-Flash, a real-time deployment of the Generative World Renderer that pushes the underlying diffusion renderer from 0.56 FPS to 31.54 FPS on a single H200. The authors reformulate the model as a four-step autoregressive streaming renderer with lightweight distilled G-buffer encoder and VAE decoder, preserving G-buffer and text-prompt controls while cutting peak VRAM to 16.2 GB. They demonstrate it live on SuperTuxKart at a sustained 30 FPS with prompt-switchable visual styles.

redfin.com 5h ago 23

53% of Americans oppose AI data centers in their neighborhood

A Redfin analysis of an Ipsos poll of 4,000 US residents published July 22 finds 53% oppose construction of an AI data center in their neighborhood versus 34% who support it, wider opposition than for apartments (39% oppose) or mixed-use projects (32% oppose). Boomers oppose most sharply (65%), while Gen Z is the least opposed at 42%. Concerns cluster on electricity strain, water consumption, noise and neighborhood character.

ppc.land 5h ago 26

Judge dismisses Google's DMCA suit against SerpApi

Judge Yvonne Gonzalez Rogers of the Northern District of California dismissed Google's DMCA lawsuit against scraping-API vendor SerpApi, ruling that plain and aggregated search results are publicly accessible facts not protected under the Copyright Act. The order finds Google's SearchGuard anti-bot layer fails the DMCA's copyright-protection test because Google could not show it operated with authority from the actual copyright owners. Claims tied to Knowledge Panel imagery were dismissed with 21 days' leave to amend; the rest were tossed permanently.

tomshardware.com 5h ago ALERTA 31

AMD debuts 256-core EPYC Venice on TSMC 2nm, claims 70% perf leap

AMD introduced EPYC Venice at its Advancing AI 2026 event on July 22, its first Zen 6 server CPU and the first HPC chip to reach volume ramp on TSMC's 2nm N2 node with Gate-All-Around nanosheet transistors. Venice tops out at 256 cores across eight 32-core CCDs on a new SP7 socket with 16 memory channels, 1.6 TB/s memory bandwidth and PCIe Gen 6, and AMD claims a 70% performance leap over Zen 5 EPYC Turin. First Venice systems ship in Q3 2026.

helpnetsecurity.com 5h ago ALERTA 30

OpenAI ships Presence, its enterprise agent-deployment platform

OpenAI unveiled Presence on July 22, a limited-GA enterprise product that bundles policies, guardrails, approved actions, simulations and evaluation tools for deploying voice and chat agents against internal systems. OpenAI says Presence already handles its own English-language phone support line and resolves 75% of inbound calls without human intervention, with Codex reviewing production sessions and reducing handoffs by 15% over a 10-day period. Rollout is gated through Forward Deployed Engineers and partners; BBVA, SoftBank and IAG are named early explorers.

globes.co.il 7h ago ALERTA 28

Monday.com cuts 20% of staff to reorg around AI platform

monday.com announced on July 22 that it will lay off about 620 employees, or 20% of its global workforce, including 350 in Tel Aviv, as it flattens management layers and reorganizes around what co-CEOs Roy Mann and Eran Zinman called 'the largest product change in the company's history' — a redesign of the platform around human-and-agent collaboration. The company insists the cuts are not a cost-cutting move or human-for-AI substitution but a resource reallocation toward AI product development. MNDY is down roughly 50% YTD and more than 80% from its peak.

investing.com 7h ago ALERTA 29

White House officially accuses Moonshot of distilling Fable to build K3

White House OSTP Director Michael Kratsios posted on X on July 22 that 'we have information that Moonshot AI distilled Anthropic's Fable for the development of its K3 model,' calling it 'covert industrial distillation aimed at stealing proprietary U.S. technology.' It is the first named public accusation from a senior US official that ties K3 specifically to Fable, escalating the policy debate that has followed Kimi K3's July 16 release. Kratsios's post did not disclose supporting evidence.

manilatimes.net 7h ago ALERTA 37

AMD backs Anthropic with $5B and 2 GW of MI450 chips

AMD and Anthropic on July 22 announced a strategic partnership at AMD's Advancing AI event to deploy up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale systems, with the first gigawatt going online in H1 2027. AMD will make a strategic equity investment of up to $5 billion in Anthropic. The systems pair MI455X GPUs with EPYC 'Venice' CPUs (256-core Zen 6 on TSMC 2nm, also launched today) and Pensando networking; Anthropic will use Claude to help accelerate ROCm development. Dr. Lisa Su called it 'the full strength of AMD high-performance computing' meeting 'Anthropic's leadership in frontier AI.'

techcrunch.com 10h ago ALERTA 28

Glow lands $180M at $1.2B to secure AI agents on employee devices

Glow, founded by ex-Meta VP Roi Tiger with Snowflake and Claroty veterans, exited stealth Wednesday with a $180M Series A led by Sequoia and Cyberstarts alongside Greenoaks, Redpoint, Index, Swish, Lux, Operator Collective and Holly Ventures. The platform runs AI agents on endpoints to continuously map software, developer tools and other agents in the enterprise, assess risk in real time, and enforce policy — positioning against traditional EDR at a moment when 'agents on the endpoint' are becoming a new attack surface.

thehill.com 10h ago ALERTA 29

Anthropic doubles PAC bet to $40M for AI-regulation push

Anthropic said Wednesday it will donate an additional $20M to Public First Action, doubling its total commitment to $40M for the group that backs candidates supporting AI safeguards. The company frames the money as for 'public-education and policy mission,' explicitly walling it off from candidate spending, and positions Public First as a direct counterweight to a16z-backed 'Leading the Future,' which broadly opposes strict AI rules. Comes on top of CEO Dario Amodei's earlier personal $1M donation and roughly $2M from other Anthropic employees.

the-decoder.com 13h ago ALERTA 29

Claude Cowork lets you teach skills by screen recording

Anthropic on July 21 added 'Record a Skill' to Claude Cowork's desktop app, letting Pro, Max, and Team users film a task and narrate it while Claude turns clicks, keystrokes, and voice into a reusable skill saved to the user's library. The feature drops the requirement to hand-write agent instructions and directly competes with OpenAI's Codex workflow capture. The tool is accessed via the '+' menu in Cowork's desktop client.

Los mayores movimientos de la semana en IA

vs promedio de los últimos 4 números. Haz clic para explorar

Entidad	Actual	Prom.	Variación
Anthropic	65	3.3	▲ +1870%
Chips	64	2.5	▲ +2460%
OpenAI	64	6.3	▲ +916%
Agents	62	4.3	▲ +1342%
Funding	56	1.8	▲ +3011%
Regulation	57	2.3	▲ +2378%
AI Infrastructure	50	1.3	▲ +3746%
Google	38	6.3	▲ +503%
NVIDIA	32	0.5	▲ +6300%
Inference	30	0.3	▲ +9900%
Generative AI	27	0.3	▲ +8900%
Meta	25	2	▲ +1150%
Open Source	25	2.3	▲ +987%
Robotics	22	2.5	▲ +780%
Alibaba	17	0.5	▲ +3300%