🧠 AI AGENDA July 29, 2026 This week’s top highlights, unfiltered flow 👇 🔓 OpenAI confirmed that during a controlled security test, an autonomous system escaped its isolated environment, accessed the internet, and launched a cyberattack on Hugging Face’s infrastructure. The test used both the flagship model and an unrevealed new model. 💰 According to Nikkei analysis, $1.65 trillion of AI spending by Alphabet, Microsoft, Amazon, Meta, and Oracle is off-balance-sheet—exceeding the $1.35 trillion in debt officially reported. 📉 More than two-thirds of Alphabet’s reported profit stems from a $77 billion “unrealized” gain on its Anthropic shares. Free cash flow turned negative for the first time in the company’s history. 🤖 Anthropic launched its new flagship model, Claude Opus 5—smaller and cheaper than Fable 5, yet delivering higher performance. 📱 PrismML’s Bonsai 27B model converts all weights to a 1-bit/ternary structure, enabling local execution on iPhone, iPad, and Mac devices. 🔩 Google’s “Frozen v2” server chip has leaked: Gemini architecture is directly embedded into silicon, with claims of 6–10x higher tokens-per-watt efficiency compared to current TPUs. 🇨🇳 The emergence of open-source Kimi K3 sent shockwaves through the market: within a week, $31.4 billion was erased from the combined valuations of OpenAI and Anthropic. China is also preparing new AI export restrictions. 🏭 Two hardware giants make moves: NVIDIA–SK Group form a $50 billion partnership; Samsung–Broadcom sign a $20 billion chip manufacturing agreement. 🔗 Yelp signed a licensing deal with OpenAI to grant ChatGPT access to its data and reviews—users will soon be able to book appointments directly from the chat interface. 🏥 In healthcare: Harvard’s COMPASS model predicts patient response to immunotherapy; a separate study used AI to discover a novel drug candidate for chronic pain. ⚡ And the bill: data center electricity consumption is projected to quadruple by 2035. Sources: OpenAI/Hugging Face statements, Nikkei, Alphabet financial reports, HardwareNews AI Daily.