Google Quietly Lets Users Strip Gemini's AI Watermarks Just as the Industry Claims to Be Locking Them Down•AI Chip Deal-Making Keeps Accelerating While Semiconductor Stocks Lose a Quarter of Their Value•Nvidia Locks In HBM Supply and Washington Backs Silicon Photonics — Wall Street Sells the Chip Rally Anyway•Enterprises Say They're Ready to Deploy AI Agents Everywhere — Their Data Isn't, So Vendors Are Betting Narrow•OpenAI Loses Its Special-Projects Chief as the AI Industry's Own Trust Claims Face a Reliability Gap•Manulife, Box, Snowflake Race to Deploy AI Agents as Governance Lags Behind•AI Chip Stocks Sink 25% on SOXX While Nvidia, AMD, GlobalFoundries Sign New Deals•AI Memory Boom Lifts Micron and SanDisk to 2026's Front Ranks, But Both Retreat From June Peaks•Amkor Posts Record Earnings as SK Hynix Locks In AI-Memory Deals Despite Chip Stock Selloff•Amkor Posts Record Results as Chipmakers Expand Capacity for AI Servers•Jeff Dean, Sanjay Ghemawat Exit Google to Launch Discovery Loop as Hassabis Steps Back at DeepMind•Oriol Vinyals Leaves Google Gemini to Co-Found Discovery Loop•Google Quietly Lets Users Strip Gemini's AI Watermarks Just as the Industry Claims to Be Locking Them Down•AI Chip Deal-Making Keeps Accelerating While Semiconductor Stocks Lose a Quarter of Their Value•Nvidia Locks In HBM Supply and Washington Backs Silicon Photonics — Wall Street Sells the Chip Rally Anyway•Enterprises Say They're Ready to Deploy AI Agents Everywhere — Their Data Isn't, So Vendors Are Betting Narrow•OpenAI Loses Its Special-Projects Chief as the AI Industry's Own Trust Claims Face a Reliability Gap•Manulife, Box, Snowflake Race to Deploy AI Agents as Governance Lags Behind•AI Chip Stocks Sink 25% on SOXX While Nvidia, AMD, GlobalFoundries Sign New Deals•AI Memory Boom Lifts Micron and SanDisk to 2026's Front Ranks, But Both Retreat From June Peaks•Amkor Posts Record Earnings as SK Hynix Locks In AI-Memory Deals Despite Chip Stock Selloff•Amkor Posts Record Results as Chipmakers Expand Capacity for AI Servers•Jeff Dean, Sanjay Ghemawat Exit Google to Launch Discovery Loop as Hassabis Steps Back at DeepMind•Oriol Vinyals Leaves Google Gemini to Co-Found Discovery Loop•
