Editorial

How to — know if RAG is actually doing anything

The Stack

How to — know if RAG is actually doing anything

Judging a RAG system by reading its answers tells you almost nothing. That is the trap: a fluent, confident, well-cited answer can come from a model that never retrieved a single document — and a genuinely grounded one can still fail because the right text never surfaced. The way to know if retrieval is actually doing anything is to stop grading final outputs and start asking two separate questions. Here is how to do that without building a research lab. RAG stands for retrieval-augmented gener

SK Telecom spins off AI data centers as KKR-backed SK Horizon

The Arena

SK Telecom spins off AI data centers as KKR-backed SK Horizon

The AI build-out kept extending past the models themselves today: SK Telecom carved its data centers into a dedicated investment vehicle backed by KKR, while Kioxia moved to add a third Japanese fabrication plant for AI-driven memory demand. Two bets on the physical infrastructure underneath the boom. SK Telecom announced it will spin off its data-center business into a new company called SK Horizon, bringing in a combined 3.08 trillion won (about $2.3 billion) of equity from KKR and a consorti

Alibaba's Qoder puts an AI agent workbench in everyone's hands

The Stack

Alibaba's Qoder puts an AI agent workbench in everyone's hands

The agents are no longer just for developers. On a morning when the tools race is heating up across the board, Alibaba rebuilt its flagship Qoder into a workbench for non-coders, and Japan's Kioxia signaled that memory — not just compute — is the next bottleneck in the AI buildout. Alibaba has rebuilt Qoder around natural language, turning its AI coding agent into a workbench anyone can drive — no code required. The new version drops the assumption that you start from source, instead letting us

Open Source Radar — August 27: outfitting the agent

The Stack

Open Source Radar — August 27: outfitting the agent

Today's board is less about new agent loops and more about the gear you bolt onto what you already run: ready-made skills that turn a generalist coding agent into a domain specialist, a diagram generator that gives agents a visual way to prove their work, and a browser driver that keeps topping the daily list because web automation is still the highest-value task on the stack. Three picks, none of them repeats from this week's earlier radars. scientific-agent-skills (Python, ~35k stars) — A lib

XPeng ships VLA 630: on-device driving model up 3.5×, 3× faster

The Frontier

XPeng ships VLA 630: on-device driving model up 3.5×, 3× faster

Chinese electric-vehicle maker XPeng is pushing the self-driving model arms race from the datacenter down into the car, announcing a major upgrade to its second-generation visual-language-action (VLA) model that runs entirely on-vehicle. XPeng unveiled the first big update to its second-generation VLA, version 6.3.0 — dubbed the "630" — with the on-device model tripling its parameters and its end-to-end response getting three times faster. According to the company, the in-car model now packs 3.

Microsoft brings Arabic AI models to its enterprise stack

The Arena

Microsoft brings Arabic AI models to its enterprise stack

Microsoft is bringing Saudi AI firm HUMAIN's Arabic-language models into its enterprise platform. The two companies announced a long-term collaboration to put HUMAIN's ALLAM model family into Microsoft's AI ecosystem — available through Microsoft Foundry for building, customizing and deploying Arabic-language applications and agents, and wired into M365 Copilot for mission-critical productivity and business workflows. Microsoft's Forward Deployed Engineers will work alongside HUMAIN's AI experts

Deep Dive — Nvidia's quiet takeover of the AI stack

The Stack

Deep Dive — Nvidia's quiet takeover of the AI stack

Nvidia just posted a $96.2 billion quarter, guided to another year of ~70% growth well into fiscal 2028, watched its stock climb 7%, and — hours later — entered serious talks to buy Hugging Face for over $13 billion. Read separately, those are two feel-good headlines about an AI industry that can't stop spending. Read together, they are something more pointed: the company that powers almost every AI datacenter is moving to own the layer where models are distributed, hosted, and served — not just

Anthropic opens real Claude usage data to outside researchers

The Guardrails

Anthropic opens real Claude usage data to outside researchers

The most guarded data in AI — what people actually ask a model — just became a public research resource, and the first findings are revealing. Anthropic ran a pilot that handed three outside research teams access to real, anonymized Claude usage, with almost no say over what they concluded, and one team promptly found that users are handing Claude consequential decisions. Anthropic let researchers from Stanford, Oxford, and the safety group METR run their own studies on a quarter-million real C

AI 101 — What is continual learning?

The Frontier

AI 101 — What is continual learning?

Continual learning — also called lifelong learning — is the ability of an AI model to keep learning new information over time without losing the skills it already has. Instead of being frozen after training, or wiped and rebuilt whenever the world changes, a continually learning model gets smarter as it goes, accumulating knowledge the way a person does. Most AI models today do the opposite. Once a model is trained, it is frozen: it never gets better from use, and updating it means going back i

DeepSeek set to raise $7.4B at a $74B valuation

The Frontier

DeepSeek set to raise $7.4B at a $74B valuation

The biggest private model lab in China is about to get materially bigger. DeepSeek is set to raise $7.4 billion from existing and new investors at a $74 billion valuation, according to the Wall Street Journal — the capital earmarked for research and for an aggressive expansion into the computing infrastructure it currently rents. The deal would cement DeepSeek not just as an open-weights disruptor, but as a company with the balance sheet to build the scale behind its famous price advantage. The

Zhipu's mystery 'Niulai' model rockets to No.2 in global usage in four days

The Frontier

Zhipu's mystery 'Niulai' model rockets to No.2 in global usage in four days

A mystery Chinese model that appeared seemingly out of nowhere has become one of the most-used AI models in the world within days, and the rankings it just cracked say something broader about where frontier computing is heading. A mystery Chinese model called "Niulai" has jumped to No. 2 in global AI usage just four days after appearing, while DeepSeek's V4-Flash holds the top spot for a third consecutive week. Reports attribute the model to Beijing's Zhipu, which has reportedly trained it to r

The export-control net around advanced AI chips just swept in a new kind of target. Days after Taiwan indicted nine people over AI servers smuggled to China, Washington is training its sights on the freight middlemen who actually move the hardware.

The Guardrails

The export-control net around advanced AI chips just swept in a new kind of target. Days after Taiwan indicted nine people over AI servers smuggled to China, Washington is training its sights on the freight middlemen who actually move the hardware.

The US Commerce Department's Bureau of Industry and Security is probing Singapore-based Apex Logistics over allegations it helped transport Nvidia AI chips and compute systems into China despite the export embargo, according to Bloomberg. The investigation centers on a suspected pipeline for Nvidia-powered servers built by Super Micro Computer that ultimately reached the mainland: equipment traveling from Taiwan to the United States, then routed through Southeast Asia and Hong Kong before cross