AI & Technology
A brutal price war reshapes the AI model market Three major labs launched flagship models within 24 hours in early July, slashing costs to 5% of previous levels while maintaining 80% of the capability.
1 source
AI & Technology AI & Technology DeepSeek designs its own silicon to bypass export controls
The Chinese AI leader is developing custom inference chips to reduce reliance on Nvidia and Huawei amid tightening US export restrictions.
1 source →
AI & Technology Microsoft cuts 4,800 jobs in Xbox as gaming margins lag
The company is shedding workers primarily in its gaming division as subscription cannibalization and shifting spending habits pressure unit economics.
1 source →
AI & Technology Reflection AI locks in $6.3 billion compute lease through 2029
A massive infrastructure deal underscores the shift of compute to a strategic asset as demand outpaces supply.
1 source →
AI & Technology Claude Sonnet 5 drops to $2 per million input tokens in July
Anthropic’s new model offers flagship performance at a mid-tier price, with a temporary introductory rate ending August 31.
1 source →
ServiceNow & ITSM ServiceNow & ITSM ServiceNow Knowledge 2026 redefines AI governance with Control Tower expansion and autonomous specialists
The annual conference shifted focus from hype to practical data and governance, introducing an expanded Control Tower that manages AI assets across five core paradigms and debuted new AI specialists for major enterprise functions.
1 source →
ServiceNow & ITSM New AI-native integrations from Ciroos, Esri, and others extend ServiceNow’s reach into SRE, GIS, and endpoint management
In early July 2026, five partners announced certified apps that plug directly into ServiceNow’s AI Platform, reinforcing its role as the operational backbone for diverse enterprise workflows.
1 source →
ServiceNow & ITSM ServiceNow announces second quarter 2026 financial results for release on July 22
The company scheduled its upcoming earnings report to be released following the close of market on Wednesday, July 22, 2026, covering the period ended June 30.
1 source →
AI & Technology
A brutal price war reshapes the AI model market Three major labs launched flagship models within 24 hours in early July, slashing costs to 5% of previous levels while maintaining 80% of the capability.
Three major labs launched flagship models within 24 hours in early July, slashing costs to 5% of previous levels while maintaining 80% of the capability.
SpaceXAI’s Grok 4.5, OpenAI’s GPT-5.6 Luna, and Meta’s Muse Spark 1.1 introduced pricing as low as $1 per million input tokens, shifting the industry focus from raw benchmark scores to unit economics and agentic execution. Legacy flagprints like Anthropic’s Opus 4.8 and OpenAI’s GPT-5.6 Sol remain significantly more expensive, creating a clear tiered market where mid-tier models now handle most enterprise agentic workloads.
1 source
Kersai
AI & Technology
DeepSeek designs its own silicon to bypass export controls The Chinese AI leader is developing custom inference chips to reduce reliance on Nvidia and Huawei amid tightening US export restrictions.
The Chinese AI leader is developing custom inference chips to reduce reliance on Nvidia and Huawei amid tightening US export restrictions.
DeepSeek announced in early July that it is one year into developing its own inference silicon, targeting the stage where models answer user queries rather than training. The move highlights a global bifurcation in hardware supply chains, with US-aligned ecosystems (Nvidia) and China-aligned ecosystems (Domestic alternatives) diverging. Manufacturers like TSMC and Samsung still require US approval to supply controlled technology to Chinese firms, creating strategic uncertainty for global cloud providers.
1 source
Kersai
AI & Technology
Microsoft cuts 4,800 jobs in Xbox as gaming margins lag The company is shedding workers primarily in its gaming division as subscription cannibalization and shifting spending habits pressure unit economics.
The company is shedding workers primarily in its gaming division as subscription cannibalization and shifting spending habits pressure unit economics.
Microsoft reported a projected 3% margin for Xbox this fiscal year, far below its 39% company-wide net margin. The layoffs follow a trend where younger users spend 25% less on games while playing more hours on free platforms like Roblox and Fortnite. Simultaneously, the Federal Reserve launched a new task force on Productivity and Jobs, with members including former Xbox CEO Asha Sharma, to assess AI’s broader economic impact on labor markets.
1 source
Kersai
AI & Technology
Reflection AI locks in $6.3 billion compute lease through 2029 A massive infrastructure deal underscores the shift of compute to a strategic asset as demand outpaces supply.
A massive infrastructure deal underscores the shift of compute to a strategic asset as demand outpaces supply.
Reflection AI activated a $6.3 billion compute lease at SpaceX’s Colossus 2 facility, securing capacity through 2029. The deal features Nvidia GB300 chips and highlights the capital intensity required to power the next wave of agentic AI. Meanwhile, South Korea announced an $880 billion 10-year investment plan for chip fabrication, with Samsung and SK Hynix committing $518 billion to support the infrastructure boom.
1 source
AIapps
AI & Technology
Claude Sonnet 5 drops to $2 per million input tokens in July Anthropic’s new model offers flagship performance at a mid-tier price, with a temporary introductory rate ending August 31.
Anthropic’s new model offers flagship performance at a mid-tier price, with a temporary introductory rate ending August 31.
Claude Sonnet 5 is priced at $2 per million input tokens and $10 per million output tokens until August 31, 2026, before moving to $3 and $15. The model excels in coding, debugging, and multi-step work, driving a shift toward accessible high-performance models. Google also advanced multimodal tools with Gemini Omni Flash for video editing and Nano Banana 2 Lite for rapid image generation, while Kimi K2.7 Code became the first open-weight model integrated into GitHub Copilot.
1 source
AIapps
ServiceNow & ITSM
ServiceNow Knowledge 2026 redefines AI governance with Control Tower expansion and autonomous specialists The annual conference shifted focus from hype to practical data and governance, introducing an expanded Control Tower that manages AI assets across five core paradigms and debuted new AI specialists for major enterprise functions.
The annual conference shifted focus from hype to practical data and governance, introducing an expanded Control Tower that manages AI assets across five core paradigms and debuted new AI specialists for major enterprise functions.
CEO Bill McDermott emphasized moving from chaos to control, announcing that the platform now operates with a "Kill Switch" to automatically shut down rogue AI agents, a capability enabled by the Veza acquisition. The event also highlighted the new "Otto" interface for natural language interaction and deepened partnerships with NVIDIA and Microsoft, positioning ServiceNow as the central control layer for enterprise AI workflows.
1 source
CX Foundation
ServiceNow & ITSM
New AI-native integrations from Ciroos, Esri, and others extend ServiceNow’s reach into SRE, GIS, and endpoint management In early July 2026, five partners announced certified apps that plug directly into ServiceNow’s AI Platform, reinforcing its role as the operational backbone for diverse enterprise workflows.
In early July 2026, five partners announced certified apps that plug directly into ServiceNow’s AI Platform, reinforcing its role as the operational backbone for diverse enterprise workflows.
Ciroos became the first AI Site Reliability Engineering platform on the ServiceNow Store, enabling autonomous, cross-domain incident investigation directly within ITSM tickets. These additions highlight how third-party developers increasingly treat ServiceNow as the core control layer for AI-driven operations, supporting domains ranging from infrastructure monitoring to FedRAMP compliance.
1 source
Simply Wall St
ServiceNow & ITSM
ServiceNow announces second quarter 2026 financial results for release on July 22 The company scheduled its upcoming earnings report to be released following the close of market on Wednesday, July 22, 2026, covering the period ended June 30.
The company scheduled its upcoming earnings report to be released following the close of market on Wednesday, July 22, 2026, covering the period ended June 30.
This announcement serves as a key near-term catalyst for the company, with investor focus on execution regarding AI monetization and subscription guidance. The financial update follows a period of strategic activity including the integration of Armis and the expansion of the AI ecosystem through new partnerships.
1 source
Business Wire