Tech 24 - July 24, 2026

AI & LAW • YESTERDAY

The White House just accused a Chinese lab of copying American AI. On July 22, science policy chief Michael Kratsios said Moonshot AI distilled Anthropic's Fable model to build Kimi K3. He called it covert industrial distillation. He also claimed Moonshot reached restricted Nvidia GB300 chips through Thailand.

The target is a big one. Kimi K3 launched July 16 with 2.8 trillion parameters. It topped a coding leaderboard, beating Claude Fable 5. Its weights go free to the public on July 27.

Not everyone buys the theft story. Researchers note Fable only went public July 1. You cannot copy a model, retrain, and ship in two weeks. Moonshot has not admitted anything, and no court has ruled. Still, this turns the U.S.-China AI race from benchmarks into claims of theft, days before the model goes free.

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AI • YESTERDAY

OpenAI released a platform called Presence. It connects AI agents to a company's own systems, with set permissions, guardrails, and rules for when a human steps in. It runs across voice and chat.

OpenAI says Presence already powers its English phone support line. It resolves 75% of calls with no human help. BBVA, SoftBank, and IAG are testing it. Most company AI pilots fail on plumbing, not smarts. Presence sells the plumbing, and that is where the enterprise fight now sits.

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INFRASTRUCTURE • YESTERDAY

OpenAI announced Project Camellia, a data center on 1,400 acres in Effingham County, Georgia. It will draw 3.2 gigawatts, about the output of three nuclear reactors. Georgia Power delivers the electricity in stages from 2028 to 2032.

OpenAI says it will pay for the grid upgrades itself, so local customers do not foot the bill. It also pledged $80 million for the community and $71 million in coding credits for Georgia students. Power, not chips, is the real limit now. Whoever locks up electricity first controls the next decade of AI.

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ROBOTICS & AUTOS • YESTERDAY

Revenue hit a record $28.24 billion, up 26%. But adjusted profit came in at 33 cents a share, well under the 51 cents Wall Street wanted. Free cash flow fell to negative $1.09 billion, the first deficit in more than two years.

The cause is spending. Capital costs jumped 142% to $5.79 billion, poured into AI, robotaxis, and the Optimus robot. Deliveries still set a record at 480,126 cars. Investors balked, and the stock dropped about 15% on Thursday. Tesla is betting today's profits on tomorrow's robots.

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CONSUMER • 2 DAYS AGO

A new program, Apple Upgrade, lets U.S. buyers spread the cost of iPhones, iPads, Macs, and Watches over multi-year terms. Klarna backs the financing. It starts July 28.

You can keep the device, return it, pay it off, or trade up early. Terms run 24 months for phones and watches, 36 for Macs and iPads. A soft credit check applies. Component prices are rising as AI data centers hoard memory and storage. Leasing hides the sting, and it pulls more people into faster upgrade cycles.

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ENERGY • 2 DAYS AGO

Sila will expand its silicon anode plant in Moses Lake, Washington. Atreides Management and Sutter Hill Ventures led the round. The material can hold up to 40% more energy than standard graphite.

The plant already ships product. Sila has supply deals with Mercedes-Benz and Panasonic, plus the fitness maker Whoop. Expansion could feed batteries for more than 100,000 cars a year. Most graphite comes from China today. Sila is one of the few American alternatives at real scale.

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A clear breakdown of Kimi K3, the 2.8 trillion parameter model now at the center of this week's theft claim. Nine minutes on why it rattled the U.S. labs, and what its free release could change.

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Stat of the Day

AI songs are flooding Deezer. More than half of all new tracks are now machine made, up from about 10,000 a day in early 2025.