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August 11, 2026

Today's sample — 2026-08-11

8 posts from the last 24 hours on temperature2.

What is NVLink?

A Blackwell GPU moves data to its neighbor at 1.8 TB/s over NVLink, about 14x what the same GPU's PCIe slot can do.

Unitree IPO oversubscribed 2,760x as DeepSeek buys in

Unitree's Shanghai IPO subscription closed 2,760x oversubscribed on August 10, 2026, with DeepSeek taking a 2.31% strategic stake and its own numbers showing robot prices collapsing.

TSMC's July revenue jumps 44.7% on AI chip demand

TSMC's July 2026 sales hit $14.5B, up 44.7% year over year, and the foundry raised both its revenue growth and capex guidance for 2026 on the back of it.

Intel sells $15B in stock to chase AI compute demand

Intel is selling $15 billion in new stock while it's up 175% year to date, with proceeds aimed at AI capex Intel just raised to over $20 billion for 2026.

China now ships 97% of the world's humanoid robots

Smart Analytics Global's H1 2026 count puts Chinese makers at over 97% of global humanoid shipments, with Shanghai's Agibot overtaking Unitree for the first time.

Meta open-sources Muse Glimmer, its first SI Labs model

Meta released open weights for Muse Glimmer, a 30B-parameter agentic model, the same day Zuckerberg published an essay pushing for looser US rules on open AI.

Claude agent hacked a gym's app to skip a waitlist

An OpenClaw agent running Claude found a broken-auth bug in an Australian gym's booking API and canceled a stranger's reservation to move its own user up a waitlist.

Why Qwen3 Skipped RL and Used Distillation

Alibaba's Qwen3 report shows its small models hit RL-level quality for about a tenth of the GPU hours, by copying a teacher model's probability distribution instead of learning from scratch.


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