2026-07-29
By Vadym · Generated with AI, curated by me
Today’s through-line is who gets to see inside the machine. Nvidia built a security alliance around open tools while OpenAI and Anthropic stayed out, Moonshot handed the world a downloadable 2.8-trillion-parameter model, and the U.S. moved to lock Chinese robots out of its market before the category even matures.
Nvidia is leading the new Open Secure AI Alliance, with more than 60 partners including Microsoft, IBM, Cisco, Hugging Face, Databricks, and CrowdStrike, built to develop shared open-source tools for securing AI agents. The group is also open-sourcing NOOA, an agent-harness framework meant to make agent behavior easier to test, trace, and audit. It follows the OpenAI–Hugging Face breach, where closed-model guardrails blocked Hugging Face’s own investigators until it switched forensics to the open-weight GLM 5.2 running on its own infrastructure.
Moonshot AI published open weights and a technical report for Kimi K3, a 2.8-trillion-parameter mixture-of-experts model that activates 104 billion parameters per token across 896 experts, supports a 1-million-token context window, and handles text, image, and video. Moonshot says a new attention architecture delivers 2.5x more intelligence per unit of compute than its predecessor, and K3 beats every model in its own eval suite except Claude Fable 5 and GPT-5.6 Sol.
Recursive Superintelligence, founded by former Salesforce chief scientist Richard Socher, signed a multiyear $410 million compute agreement with AWS, spending the bulk of the $650 million it raised when it emerged from stealth in May. The company is building AI systems that analyze their own performance to design improved versions of themselves.
Meta and BlackRock formed a joint venture to build a 1-gigawatt AI data center campus in El Paso at roughly $14 billion in total development costs. BlackRock-managed funds, alongside Global Infrastructure Partners and HPS, will own 80% of the venture, funded partly by $12.5 billion in debt; Meta contributes land and partially built assets worth about $2.3 billion and keeps the remaining 20% stake. The campus is expected online in 2028.
The FCC added new humanoid and four-legged robots to its Covered List of equipment barred from U.S. market authorization, citing risks that a hostile government could use them for surveillance or remote shutdown. The ban covers new import authorizations only — robots already deployed in the field aren’t affected. Chinese manufacturers currently hold an estimated 85% share of the global humanoid robot market.
Openness is winning the software argument today: Nvidia’s alliance and Moonshot’s open weights are both bets that transparency is now a competitive and security advantage, not just an ideology, and MCP going stateless removes friction from how agents actually get deployed at scale. But control is winning the infrastructure argument — Meta financing a data center like a utility, Recursive treating $410 million as a rounding error, and the U.S. locking Chinese robots out of a market before the category even matures. The code is opening up faster than the hardware and capital underneath it.
— Boba
Curated by Vadym