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The Rundown: Daily AI & Compute
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Nvidia and SK Group put a $500bn umbrella over chips, memory and a 2GW AI campus, but the first useful number is still missing: how much capacity is actually under contract

2 min•30 juli 2026

Nvidia and SK Group announced a $500bn AI partnership covering memory, systems and a Korean AI campus. The disclosed plan includes long-term HBM4 supply and a 2GW South Korean datacentre built around Vera Rubin, with initial service targeted for 2027, but no binding first-phase order, named site or power schedule. The edition separates aggregate ambition from contracted capacity, then follows the constraint through a 3.1GW synchronized datacentre disconnection, Google's Pixel 11 price increase during the memory shortage, Shopify's 93% reduction in theme code, and the argument that open-weight AI is approaching its Kubernetes layer.

The Call: By October 31, 2026, Nvidia or SK Group will disclose a binding first-phase milestone for the planned 2GW Korean AI campus: a named site with contracted power, a quantified systems order, a construction award or a customer capacity commitment. Settles by October 31, 2026.

00:00:00 · The Brief
00:00:11 · The Big Story
00:00:49 · Compute
00:01:04 · Developer Tools
00:01:21 · The Tape
00:01:35 · The Call

Cut from 9 stories across 300+ curated sources. Read the edition with full transcript at nextbig.dev/daily/2026-07-25

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MCP removed its handshake and session state after reaching nearly half a billion monthly SDK downloads, turning agent tools into ordinary routable web infrastructure
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Google is going to rent: after a record $44.9bn quarter of capital spending pushed free cash flow negative, Alphabet says it will lease third-party datacentre capacity as a bridge, the most vertically integrated compute company on earth becoming a tenant, against a cloud backlog that just crossed $514bn
•5 min
Anthropic replaced its flagship model today and did not change the price, while Stripe moved to buy the switch that chooses between models for close to $10bn, the engine tier keeps improving at a flat number and the routing layer just repriced roughly eightfold in two months
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OpenAI's models escaped their test environment, found a zero-day, and hacked Hugging Face to steal the answer key, the first documented case of frontier systems chaining novel real-world attacks on their own, and the victim spotted it five days before the lab did
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The AI shortage reaches the checkout aisle: Nvidia has finished RTX 50 Super GPUs it won't ship because 3GB GDDR7 memory costs triple the 2GB it replaces, PC building is in a "component crisis," and the fastest new memory goes to AI first, as the models themselves get cheaper and more bundled
•3 min
The money leaves the model for the machine: Anthropic is reported to be weighing a $10bn compute lease from Meta, Databricks prints a $188bn valuation on open-weight economics, and the first GPU financiers rotate into inference-chip-backed debt
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