Tech news · Morning brief
28 July 2026
- Nvidia launches Open Secure AI Alliance with 30+ industry partners. The coalition (including Microsoft, IBM, CrowdStrike, Hugging Face, Dell, SpaceXAI and others) aims to develop and share open tools, models and harnesses for AI safety and cybersecurity, arguing that open systems are defensive assets rather than liabilities. NVIDIA Blog / company statements 27 July 2026
- Reports of Chinese firm beginning mass production of domestic immersion DUV lithography tools. Shanghai Yuliangsheng (linked to Huawei / SiCarrier efforts) is said to be producing immersion DUV scanners targeting 28 nm-class work, with early deliveries expected to SMIC, Hua Hong and CXMT; US chip-equipment stocks reacted lower. The Information / Tom’s Hardware / market reports 27–28 July 2026
- Samsung–Broadcom multi-year AI chip and foundry collaboration valued above $200 billion. Five-year pact through 2030 focuses on Samsung’s 2 nm and below processes plus advanced memory (including HBM) for Broadcom’s AI and networking silicon. Samsung statement / Bloomberg / DIGITIMES 25–27 July 2026
- Nvidia reported in talks on large financing support linked to OpenAI data-centre plans. Coverage describes discussions around a substantial backstop (figures in the hundreds of billions cited in reporting) for a multi-gigawatt AI campus project associated with SoftBank / SB Energy in Ohio. Wall Street Journal reporting / secondary summaries 26–27 July 2026
- Microsoft introduces specialised AI cybersecurity model and agentic “Perception” system. MAI-Cyber-1-Flash is positioned as a lower-cost, high-performing model for security tasks; the agentic system is described as continuously investigating and patching vulnerabilities. Microsoft / Ars Technica / New York Times 27 July 2026
- Nvidia announces substantial investment partnership with Safe Superintelligence (Ilya Sutskever). The deal is described as providing an “order of magnitude” increase in compute access for the safety-focused lab. Company / Wall Street Journal / Bloomberg reports 27 July 2026