[AI DAILY NEWS RUNDOWN] Kimi K3 Open Weights Drop, Anthropic Launches Opus 5, and Nvidia's $250B Circular Financing (July 28, 2026)

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Important Topics:

• Moonshot AI Drops Kimi K3 Open Weights: Moonshot officially publishes the weights, attention kernels, and tech report for its 2.8T parameter model, making it the largest open-weights model in history. US officials accuse Moonshot of model distillation.
• Anthropic Releases Claude Opus 5: Anthropic launches Opus 5, pricing it at $5/$25 per M tokens while matching Fable 5 intelligence. Opus 5 scored 42/42 on IMO 2026 problems and set a new high of 30.2% on ARC-AGI-3.
• Anthropic Cuts 80% of System Prompt: Anthropic reveals that upgrading to Claude 5 enabled them to delete 80% of Claude Code's system prompt instructions without any loss on coding evaluations due to improved model judgment.
• Nvidia's Circular Financing Rattles Wall Street: Reports surface that Nvidia is considering a $250B guarantee for OpenAI’s 10GW Ohio data center and a $350B chip financing package. Credit default swaps on Nvidia bonds hit record highs, dropping its stock 5% and allowing Apple to briefly retake the top market cap spot.
• 50 Tech Giants Sign Open-Weights Letter: Led by Jensen Huang, 50 companies (including Meta, Microsoft, Google, and OpenAI) urge Washington not to ban open-weights AI. Anthropic stands out as the main holdout among frontier labs.
• Dario Amodei Clarifies Open-Weights Stance: Anthropic CEO Dario Amodei posts a policy statement stating he does not support a blanket ban on open weights, but calls for strict chip export controls, distillation crackdowns, and mandatory safety testing.
• Microsoft Launches MAI-Cyber-1-Flash: Integrated into the MDASH agent system, Microsoft releases a specialized cybersecurity model scoring 96% on CyberGym, offering continuous bug hunting at half the cost of rival systems.
• China Begins Mass Producing DUV Lithography: State-backed Chinese firms begin mass production of deep ultraviolet lithography equipment for SMIC and CXMT, causing ASML shares to slide 12%.
• Taiwan Detains Nvidia Employee: Taiwanese prosecutors detain an Nvidia employee over alleged illegal exports of Super Micro servers containing restricted Nvidia AI chips to China.
• Apple Readies Smart Home Hubs and Delays Glasses: Apple prepares three new smart home products for release while delaying its N50 AI smart glasses to WWDC 2027 over privacy and camera concerns.
• Waymo Plans Split from Uber: Waymo notifies Uber it will launch its own standalone app in Austin and Atlanta in 2028, ending its exclusive ride-hailing arrangement in those markets.

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