Executive summary

Tencent's Hy4 preview is today's most important technology release: a mixture-of-experts model with 770 billion total parameters and 49 billion active per token, with a one-million-token context and downloadable weights, the company says. While it offers a significant open-weight option for coding, research and office work, Tencent itself lists long reasoning and excessive self-verification as limitations, and the benchmark results remain company-reported only.

Infrastructure and policy signals also matter. SK hynix began work on an HBM packaging facility in the United States worth more than US$4 billion; France's Pasqal completed its Nasdaq listing with about US$360 million in closing cash; a US federal court struck down the Pentagon's Anthropic supply-chain-risk designation as unlawful; and Ukraine rolled out a support-oriented AI assistant across DELTA. Together they show AI competition widening across models, memory chips, quantum investment, agent interoperability, cyber defence, public policy and national-security software.

Covered in this edition: the ten most important stories; new AI models and tools; LangGraph and LangChain monitoring; agentic stack monitoring; robotics, space and drones; defence AI country monitoring; investment and partnerships; government and regulation; CEO and CTO insights; and five key takeaways.