Every week, I organize 400 to 700 links into roughly 60 categories as part of my ongoing effort to learn about AI. This is my personal notebook, which I enjoy sharing with friends… a hobby and a labor of love, rather than a commercial publication or product.
If you arrived here through a search or shared link, this page collects the links I found for Business and Enterprise for the week ending July 24, 2026.
As part of my learning process, I like to automate the category covers. It gives me a chance to learn Python and APIs.
This week’s cover prompt was written using Claude Opus 4.7, and the image was generated using Gemini 3.1 Flash Image Preview.
Category cover image prompt:
A single soaring rainbow ribbon shaped like an upward stock chart arc, rippling across a deep cosmic purple-black sky and bursting at its peak into a chrome starburst with glitter sparkle, lit from above by a glowing mothership beam, with the title BUSINESS in huge fat rounded 1970s funk bubble letters filled with chrome and stacked multicolor drop shadows curving along the bottom, 1970s psychedelic Afrofuturist concert poster style, maximum saturation, balanced composition with generous negative space.
This Week in Business and Enterprise News
Here’s a quick AI-generated summary by Claude Sonnet 5.5, based on the headlines and excerpts accompanying this week’s links:
- Compute deals keep stacking up: AMD announced a partnership to supply Anthropic with up to 2 gigawatts of Instinct MI450 GPUs, and Microsoft signed on to AMD's Helios rack system. TechCrunch also reported that OpenAI's spending commitments have reached $750B.
- Chinese labs are getting commercial: Moonshot AI is reportedly planning a Hong Kong IPO after its Kimi K3 debut, and one report says a Chinese startup is nearing $1bn in sales while giving its best models away. Ethan Mollick wondered whether the open-weights Chinese labs can all stay in the race as they grow into big businesses.
- Anthropic and robotics rumors: Rumors say Anthropic is in talks to acquire Physical Intelligence, and a reporter for The Information said the story has some seed of truth. TechCrunch covered the speculation, which is notable since Anthropic has shown few public robotics signs.
This summary was generated by Claude Sonnet 5.5 to help you explore the links below. Rest assured, I select, organize, and check the links by hand in Google Sheets, and write the introduction and personal commentary in The Main Newsletters myself each week as a labor of love.
This week's links related to Business and Enterprise
AMD and Anthropic Announce Strategic Partnership to Deploy Up to 2 Gigawatts of AMD Instinct MI450 Series GPUs :: Advanced Micro Devices, Inc. (AMD)
https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus
Huge if true. Rumor is that Anthropic is in talks to acquire Physical Intelligence. While Google DeepMind has been actively developing Gemini Robotics and OpenAI has been quietly building a dedicated robotics team for over a year, Anthropic has shown almost no public signs of”
https://x.com/TheHumanoidHub/status/2078708600827207829
The Anthropic-Physical Intelligence rumor roiling AI Twitter | TechCrunch
https://techcrunch.com/2026/07/21/the-anthropic-physical-intelligence-rumor-roiling-ai-twitter/
The Anthropic-Physical Intelligence rumors have some seed of truth to them.” – Reporter for The Information”
https://x.com/TheHumanoidHub/status/2079613650667794894
The Chinese open weights models are now very good, and I increasingly wonder about the competitive dynamics among them as they become giant & valuable businesses. Its tough competition: K3 is better than GLM-5.2 which beat DeepSeek v4, etc. Can they all stay in the race?”
https://x.com/emollick/status/2078140637845598638
Q2 was an amazing quarter, with our AI investments redefining what’s possible across every part of our business. Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which”
https://x.com/sundarpichai/status/2080021408856293584
OpenAI’s AI spending spree has ballooned to $750B | TechCrunch
https://techcrunch.com/2026/07/22/openais-ai-spending-spree-has-ballooned-to-750b/
Exclusive | SpaceX in Talks to Provide Computing Power for Pentagon’s AI Push – WSJ
https://www.wsj.com/tech/ai/spacex-in-talks-to-provide-computing-power-for-pentagons-ai-push-15e752e4
MAI-Voice-2-Flash launches today! Flash is 2x faster than MAI-Voice-2 and 32% cheaper, at $15 per 1M characters. MAI-Voice-2-Flash is also in public preview and powers Dynamics 365 Contact Center, our enterprise platform for call center agents, and reduces GPU costs up to 89%.”
https://x.com/mustafasuleyman/status/2080336147256127960
Sierra acquires TakeOff, the long-horizon AI agent platform
https://runtimewire.com/article/sierra-acquires-takeoff-long-horizon-ai-agents
Token-Efficient Enterprise Claude Workflows
https://www.cdata.com/blog/token-efficient-enterprise-claude-workflows
Cool paper looking at how AIs solve unbounded, complex business problems in many fields by testing how well they can crack the cases we use to teach MBAs in business school: 1) AI already does extremely well across diverse business topics 2) Models are improving rapidly with time”
https://x.com/emollick/status/2080064607138283742
Congratulations, @zongheng_yang, Romil Bhardwaj, and the @skypilot_org team on coming out of stealth! I’ve known the SkyPilot team for many years, from growing together as fellow Ph.D. peers to watching them take the leap of faith to build an incredible startup! (1/2)”
https://x.com/msharmavikram/status/2079626124821430354
I still believe that everyone is too fixated on the state of play in AI right now (which companies in which countries are winning, how to manage costs, etc.) and not focused enough on the continued steepness of the capability curve for AI At high capabilities, a lot changes fast”
https://x.com/emollick/status/2078725376562352432
Welcoming The Interaction Company | Cognition
https://cognition.com/blog/interaction
Welcoming TierZero to Cognition | Cognition
https://cognition.com/blog/welcoming-tierzero
Why the first GPU financiers are turning to inference chips in a $400 million deal | TechCrunch
https://techcrunch.com/2026/07/17/why-the-first-gpu-financiers-are-turning-to-inference-chips-in-a-400-million-deal/
TSMC is accelerating Arizona fab buildout to capitalize on AI demand: CFO
https://www.cnbc.com/2026/07/20/tsmc-arizona-fab-capacity-ai-chip-demand.html
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
https://www.cnbc.com/2026/07/20/amd-helios-microsoft-ai-nvidia.html
I am confused about the belief that if open weights eventually dominate it will lead to the collapse of AI. If the Labs lose (which is not happening now), it isn’t because AI was useless: compute is still the barrier & compute providers will capture the value rather than Labs.”
https://x.com/emollick/status/2078274765475709035
Industrial robotics is not only a hardware story. A lot of adoption depends on what happens around the robot: how it is programmed, simulated, commissioned, maintained and scaled across more than one application. That is why operating systems for robots matter more than they”
https://x.com/IlirAliu_/status/2079113182581326156
DeepSeek founder Liang Wenfeng in His Own Words: 64 Quotes from DeepSeek’s Investor Call
https://www.geopolitechs.org/p/deepseek-founder-liang-wenfeng-in
“Most VCs told me not to invest in Figure. I did my own research for two weeks straight and ended up putting in around $19 million.” My conversation with Andrew Kang (@Rewkang), CEO of RoboStrategy Advisors (Nasdaq: BOT); the first publicly listed venture vehicle built”
https://x.com/IlirAliu_/status/2079190336799412442
We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix. Our mission is to run the world’s inference. This round accelerates production of our inference clusters. We’ve opened an 80,000-sqft, 10-MW facility”
https://x.com/Etched/status/2080307393699987849
Moonshot AI Plans Hong Kong IPO After Kimi K3 Model Debut
https://finance.yahoo.com/markets/stocks/articles/moonshot-ai-plans-hong-kong-123000193.html
Xynova (Hangzhou-based dexterous-hand startup) closed a 500M yuan (~$70M) Series A+. Led by Meituan. Other notable investors: Xiaomi, NIO Capital, and China Merchants Capital. That’s 4 rounds in under 2 years, ~1.5B yuan (~$210M) total. I got to visit their Hangzhou office -“
https://x.com/TheHumanoidHub/status/2078198671406236044
Xynova tour in Hangzhou. The startup is building dexterous hands for humanoids. Their tech lead chatted with us about the 23-DoF hand design, a hybrid-drive approach, tendon durability, and more. Shoutout to @dolylupec for co-hosting the interview. @Xynovaofficial_ @XRoboHub”
https://x.com/TheHumanoidHub/status/2079603068526907584
remarkable Moonshot is the first model that threatens *spending* on Western closed source, not just token volume. That’s because it’s expensive, verbose and yet great.”
https://x.com/teortaxesTex/status/2079839053483033051
A Chinese AI startup is about to hit $1bn in sales while giving its best models away for free
https://thenextweb.com/news/a-chinese-ai-startup-is-about-to-hit-1bn-in-sales-while-giving-its-best-models-away-for-free
New Episode: I visited Proception in Mountain View, a humanoid hand startup founded by two ex-Tesla Optimus engineers. Co-founder and CEO Jay Li (@JayLiStanford) showed me the office and the line producing hundreds of hands, then sat down to share his story, the technology”
https://x.com/TheHumanoidHub/status/2079943158587421006
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