> ## Content Index > Fetch the complete content index at: https://adjacent.media/llms.txt > Use this file to discover other available public pages before exploring further. # Chips, Capital, and the Infrastructure Land Grab, Samsung's Week, Microsoft's Hangover, Policy, Privacy, and Platform Friction - URL: https://adjacent.media/scan/2026-07-09-am/ - Published: 2026-07-09T10:06:19.000Z - Updated: 2026-07-09T10:06:19.000Z - Description: The AI infrastructure arms race is moving fast enough that chip companies are partnering with each other to keep up. Samsung is having a moment that would have seemed implausible two years ago. Microsoft’s gaming ambitions are cratering. - Author: Jonathan Greene - Tags: #scan-am, #scan The AI infrastructure arms race is moving fast enough that chip companies are partnering with each other to keep up. Samsung is having a moment that would have seemed implausible two years ago. Microsoft's gaming ambitions are cratering. > **$300M Series A** — Oratomic's quantum computing raise is a striking number for a Series A, suggesting serious capital is now treating quantum as a near-term infrastructure bet rather than a science project. *(The Quantum Insider)* --- ### Connected World #### [AI chip maker SambaNova raises $1B at $11B valuation](https://techcrunch.com/2026/07/08/sambanova-draws-1b-at-11b-valuation-in-series-f-first-close/?ref=adjacent.media) Five months after Intel was reportedly trying to acquire it for $1.6B, SambaNova just raised at $11B with JPMorgan as a live customer. *(TechCrunch)* #### [Nvidia-backed Nscale secures $900M line of credit for data center buildout](https://www.wsj.com/tech/ai/nvidia-backed-startup-nscale-locks-in-900-million-for-data-center-buildout-fd9820b3?st=TaoTjS&reflink=desktopwebshare%5Fpermalink&ref=adjacent.media) (paywall) The European AI infrastructure buildout is attracting serious money: Nscale's credit line covers expansion across Europe, the US, and Asia Pacific simultaneously. *(Wall Street Journal)* #### [Nvidia and d-Matrix are combining hardware in a new joint AI system](https://www.theinformation.com/articles/nvidias-new-hedge-chip-competitors-partner?ref=adjacent.media) Nvidia partnering with a chip competitor rather than crushing it is the kind of move you make when the market is growing faster than you can serve alone. *(The Information)* #### [Oratomic raises $300M Series A for quantum computing hardware and software](https://thequantuminsider.com/2026/07/07/oratomic-raises-300-million-series-a/?ref=adjacent.media) ARCH, Spark, and Khosla leading a nine-figure Series A into quantum suggests the "eventually useful" narrative is giving way to "urgently fundable." *(The Quantum Insider)* #### [Hot French startup ZML releases free inference software for AI chips](https://techcrunch.com/2026/07/08/hot-french-startup-zml-releases-free-product-to-speed-inference-across-lots-of-ai-chips/?ref=adjacent.media) Yann LeCun-endorsed ZML is open-sourcing tools to run inference across heterogeneous chips — unglamorous plumbing that tends to matter more than it looks. *(TechCrunch)* ### Connected World #### [Samsung overtakes Nvidia to become the world's most profitable company](https://www.sammobile.com/news/samsung-overtakes-nvidia-become-worlds-most-profitable-company/?ref=adjacent.media) Samsung's chip division is projected to earn more in 2026 than across its previous 40 years in semiconductors combined — that's what an AI memory supercycle looks like. *(SamMobile)* #### [Samsung announces Galaxy Unpacked on July 22 in London](https://www.theverge.com/tech/962658/samsung-galaxy-unpacked-wide-foldable-watch-july?ref=adjacent.media) Samsung is racing to get its wide-format Fold 8 in front of consumers before Apple ships its first foldable — timing this for July 22 is deliberate. *(The Verge)* #### [Bethesda, id Software reportedly hit hard by Microsoft's Xbox layoffs](https://arstechnica.com/gaming/2026/07/bethesda-id-software-reportedly-hit-hard-by-microsoft-layoffs/?ref=adjacent.media) Microsoft's 3,200-person Xbox cut is landing on the studios it spent billions acquiring, which raises hard questions about what the strategy actually is. *(Ars Technica)* ### Connected World #### [China claims it found security backdoor vulnerabilities in Claude Code](https://www.wsj.com/tech/ai/china-says-it-has-found-security-vulnerabilities-in-anthropics-claude-code-5ecf05dc?st=D3sLJ5&reflink=desktopwebshare%5Fpermalink&ref=adjacent.media) (paywall) China's CNVD alleges Claude Code sends sensitive location and identity data to remote servers — worth watching whether Anthropic responds, and how fast. *(Wall Street Journal)* #### [US lawmakers weigh curbs on American companies using Chinese AI models](https://www.cnbc.com/2026/07/08/chinese-ai-models-probe-us-lawmakers.html?ref=adjacent.media) A House committee investigation is formalizing what has been an informal anxiety — expect this to become a compliance headache for enterprise AI buyers sooner rather than later. *(CNBC)* #### [Apple loses EU fight over App Store gatekeeper designation](https://www.macrumors.com/2026/07/08/apple-loses-eu-fight-app-store-gatekeeper-label/?ref=adjacent.media) Europe's top court dismissing Apple's challenge means Digital Markets Act obligations are now locked in — the legal off-ramp is gone. *(MacRumors)* #### [France orders Meta to negotiate in good faith with news publishers](https://www.bloomberg.com/news/articles/2026-07-08/french-watchdog-orders-meta-to-negotiate-in-news-copyright-case?ref=adjacent.media) (paywall) After two years of complaints from press groups, France's competition authority is now telling Meta it cannot simply ignore the copyright conversation. *(Bloomberg)* #### [Palantir insiders fear Trump embrace is costing corporate clients and talent](https://www.ft.com/content/21038b20-646e-4773-a473-110c2d62ab15?accessToken=zwAAAZ9AfRT3kc8hA4sgZG5Hc9OkcxEMLWKrFQ.MEUCIAPJe3FIwITNVEOXcs8JA5R7UxffR2BRLUvWtTXMVD7JAiEAqHvahKH97k4VdqiB0v%5F1efJfTYWrel82g1OxgGcL5ek&sharetype=gift&token=609e0ffd-5a78-41bf-a155-d4f74bd4bb87&ref=adjacent.media) (paywall) The concern is commercial: enterprise buyers don't want their AI vendor to be a political brand, and top engineers apparently agree. *(Financial Times)* #### [A Telstra outage stopped Australian trains and froze taxi payments](https://thenextweb.com/news/telstra-outage-australia-trains-payments?ref=adjacent.media) A single carrier going down for a few hours halted public transit and broke point-of-sale payments simultaneously — a useful reminder of how thin the redundancy actually is. *(The Next Web)*