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xAI ships Imagine v0.9, a new video model with big gains over v0.1 in visual quality, motion and audio, including speech and songs that match lip movements, free on all of its products.

OpenAI will design its own AI accelerators and Broadcom will develop and deploy them in racks built on Broadcom Ethernet, 10 gigawatts in all, starting in the second half of 2026 and finishing by the end of 2029.

A 25-year Google agreement supports the proposed 615 MW restoration, targeted for full operation in the first quarter of 2029.

xAI opens the Grok Imagine API, a text-to-video, image-to-video and video-editing bundle with native audio that debuted first on Artificial Analysis's video leaderboards at $4.20 per minute.

xAI launches Grok Imagine 1.0, its 'biggest leap yet': 10-second videos at 720p with dramatically better audio, announced alongside a claim of 1.245 billion videos generated in the previous 30 days.

Inception releases Mercury 2, which it calls the first reasoning diffusion LLM: 1,009 tokens per second on NVIDIA Blackwell GPUs at $0.25 per 1 million input tokens and $0.75 per 1 million output tokens, with a 128K context.

Broadcom's revenue rose 29% to a record $19.3 billion for the quarter ended 1 February 2026, with AI semiconductor revenue up 106% to $8.4 billion, and it guided the second quarter to $22.0 billion.

Broadcom's Tomahawk 6, the first 102.4 Tbps Ethernet switch chip and double the bandwidth of Tomahawk 5, moved into production-volume shipments less than three quarters after its first samples.

A multi-year deal through 2029 for Broadcom to co-develop and supply Meta's MTIA accelerators and Ethernet networking, starting with more than 1 GW and the industry's first 2nm AI compute accelerator; Hock Tan leaves Meta's board to advise it.

SpaceXAI (formerly xAI) puts Grok 4.3 on its API, a 1M-token reasoning model at $1.25 per 1 million input tokens and $2.50 per 1 million output tokens, about 40% and 60% cheaper than Grok 4.20; Artificial Analysis scored it 53 at launch.

VCF 9.1 is Broadcom's private-cloud platform release for AI inference and agentic workloads, promising up to 40% lower server costs through memory tiering and mixed AMD, Intel and NVIDIA hardware; its release notes are dated 12 May.

Broadcom's BCM6772, BCM6774 and BCM6776 put the application processor, network processor, 2.4 and 5 GHz Wi-Fi 8 radios and a multi-gigabit Ethernet PHY on one die, for smaller, cheaper mesh nodes and multi-gig routers.

xAI puts grok-imagine-video-1.5-preview in its API: an image-to-video model with native audio at up to 720p that debuted at or near the top of the Image-to-Video arenas, two days after a first appearance on Arena.

Broadcom's revenue rose 48% to a record $22.2 billion for the quarter ended 3 May 2026 and AI semiconductor revenue 143% to $10.8 billion, but it held its AI outlook and the shares fell 12.6% the next day.

A financing platform for more than 20 GW of Broadcom XPU compute for frontier AI labs through 2028, opening with a $35 billion tranche led by Apollo with Blackstone to fund Anthropic's 1 GW-plus expansion at Fluidstack sites.

xAI takes Grok Imagine Video 1.5 out of preview in the Imagine API and rolls out a Fast tier in the apps that makes a 6-second 720p clip in about 25 seconds, down from 40-plus.

OpenAI's first Intelligence Processor, an inference accelerator it designed and Broadcom implemented, went from design to tape-out in nine months; Hock Tan and Charlie Kawwas handed it to Sam Altman and Greg Brockman.

SpaceXAI releases Grok 4.5, its first model trained jointly with Cursor, for coding, agentic and knowledge work at $2 per 1 million input tokens and $6 per 1 million output tokens; Artificial Analysis ranks it fourth with 54 on its Intelligence Index.

xAI upgrades grok-imagine-video-1.5 with text-to-video, up to seven reference images, voice references and native 1080p, live in the xAI API and on grok.com/imagine.

The first TM-B Launch Edition e-bikes reached US riders in the week of 3 August 2026, about six weeks later than the spring ALSO promised at the bike's unveiling. The Rivian spinout's Class 3 debut runs to 100 miles on a charge and swaps its Top Frame from cargo to passenger duty in under three seconds.

SpaceXAI releases Grok 4.6, built on Grok 4.5 for long-running agents and interactive work at the same $2 and $6 per 1 million token price; it scores 61 on the Artificial Analysis Intelligence Index, level with GPT-5.6 Sol and one point behind Claude Fable 5.

Broadcom's revenue rose 86% to a record $29.6 billion for the quarter ended 2 August 2026, with AI semiconductor revenue up 221% to $16.7 billion, and Hock Tan said Anthropic is on track to become its largest XPU customer in 2027.

The financing closes September 8, according to the dated DOE release. This is not total capital cost or permission to generate.

SpaceXAI, formerly xAI, releases Grok 4.7, its most capable model for coding and knowledge work, built on a larger base model and priced like Grok 4.6 at $2 per million input tokens; independent tests still put it well behind Claude Fable 5.1 and GPT-6.

Broadcom reports its fourth quarter and fiscal year 2026 against its own guide of about $34.8 billion in revenue, up 93%, including $21.7 billion of AI semiconductor revenue.

xAI has announced no successor to Grok Imagine Video 1.5, but video releases have come every one to four months and its image side moved to 2.0 in August 2026, which points to a next Grok Imagine video model around mid-December 2026.

The first deployment of Jalapeño, the inference accelerator OpenAI designed and Broadcom builds under their 10 GW deal, due by the end of 2026 in data centers with Microsoft and other partners, ahead of a planned 1.3 GW in 2027.

Polymarket traders price a 39.5% chance that xAI will release Grok 5 by December 31, 2026, following the release of Grok 4.7 in September.

On 27 October 2026 Kalshi put an official Glean IPO confirmation at 2.5% before Nov 1, 2026, rising to 17% before Jun 1, 2027. The largest step in the ladder runs from Jan 1, 2027 to Feb 1, 2027 (5% to 9%), so that window is the market's most likely stretch; it is a bet on timing, not a listing date.

MISO transmission-interconnected development of the Tiffin to Duane Arnold Energy Storage Facility in Linn County, Iowa. Delivering 300 MW / 1,200 MWh of four-hour battery storage along the 345 kV corridor near Palo, the facility replaces retired baseload capacity and provides rapid grid stabilizing services to central Iowa.

The Emmetsburg Solar Project is a 100 MWac utility-scale solar photovoltaic array located on agricultural land near Emmetsburg in Palo Alto County, Iowa. Developed by MidAmerican Energy as part of its 100% Renewable Energy Vision, the installation connects to the MISO transmission network to deliver clean electricity across northern Iowa while supporting local agricultural leaseholders.

The O'Brien Kossuth Solar Project is a 250 MWac utility-scale solar photovoltaic generation facility located across rural agricultural acreage in Palo Alto County, Iowa. Developed by Invenergy, the facility connects into MidAmerican Energy Company’s high-voltage 345 kV bulk transmission system within the Midcontinent Independent System Operator (MISO) footprint, delivering abundant clean energy to industrial and municipal consumers across the Upper Midwest.