Monday 27 July 2026
Top stories today:
Claude Opus 5 debuts, nears Fable 5 performance at 50% lower price
Apple delays AI glasses launch over privacy concerns linked to Meta
NVIDIA discusses ~$250B OpenAI backstop for Ohio data center
DeepSeek suspends new funding round over competition remarks
CXMT becomes Chinaās most valuable listed company
0. Data & Calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. Claude Opus 5 debuts, nears Fable 5 performance at 50% lower price
Anthropicās Claude Opus 5 has topped the Artificial Analysis Intelligence Index:
Claude Opus 5 costs $5/$25 per 1M input/output tokens, unchanged from Opus 4.8, vs. Fable 5ās $10/$50, GPT-5.6-Solās $5/$30 and Kimi K3ās $3/$15.
āMost aligned model to date,ā Anthropic said, marking its 4th model release in <2 months.
Opus 5 has lower factual knowledge on AA-Omniscience than Fable 5
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3. Apple said to delay AI glasses launch partly over privacy concerns linked to Meta
WWDC 2027: Apple is reportedly aiming to unveil its 1st smart glasses for developers ahead of a consumer launch by the 2027-end.
Appleās glasses were originally expected to debut later this year, with availability likely in early 2027.
Apple is also reportedly exploring camera-free versions and models with camera sensors but without photo and video recording support.
Relatedly, Meta shelved plans to rate-limit Conversation Focus after a backlash.
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5. NVIDIA said to discuss ~$250B OpenAI backstop for SoftBankās Ohio data center project
NVIDIAās backing would help SB Energy raise debt on better terms as OpenAI lacks an investment-grade credit rating.
Separately, NVIDIA and SK Group announced a $500B+ AI initiative spanning large-scale data centers and next-generation memory.
NVIDIA also announced plans to invest $1B in Naver for an AI data center in South Korea and a 2 GW+ data center partnership with SK Group.
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7. DeepSeek said to suspend new funding round after founderās U.S.-China AI competition remarks go viral
DeepSeek has reportedly informed prospective investors that it is suspending the funding round.
Chinaās reliance on Nvidia chips and its lag in AI sophistication were reportedly highlighted by founder Liang Wenfeng.
The company could resume the fundraising process at a later date.
DeepSeek was reportedly seeking to raise at least ~$1.5B at a valuation of about ~$74B.
Meanwhile, DeepSeek has reportedly begun preparing for an IPO, with a filing planned for this year.
