This issue covers Cloudflare’s new real-time WAF rules, Anthropic’s Claude Fable and Mythos 5 models, and HashiCorp Boundary’s agent-aware access controls. It also highlights Microsoft Foundry’s model management, geo-distributed AI training with k0smos, plus tools like MemPalace, whichllm, a Rust Git rewrite, Kubernetes Inference Extension, and Cilium’s CI/CD hardening.

Oracle projects up to $95 billion in capital spending for fiscal 2027 to expand its AI-focused cloud data centers, expecting to recoup $20–25 billion from customer repayments. It plans to raise nearly $40 billion through debt and equity, including a $20 billion at-the-market stock issuance, as it vies with Amazon and Microsoft.

This week’s list ranks the ten GitHub projects that gained the most stars, from agent memory tools like agentmemory to on-device TTS engines like supertonic. The trend shows a focus on persistent AI memory, context-efficient knowledge graphs, and local intelligence.

The S&P 500 rebounded from a 10% drop to a new high in just 11 sessions, marking the quickest V-shaped recovery on record. Big investors warn valuations look stretched, but higher cash supplies and record corporate profits may justify today’s lofty multiples. Meanwhile, semiconductors and AI infrastructure lead gains while software lags, and social media use has peaked globally except in North America.

The article argues that enterprises should measure AI infrastructure economics by cost per token rather than raw compute metrics like FLOPS per dollar. It shows how maximizing delivered tokens—through hardware, software and system optimizations—drives down real-world cost and boosts revenue, citing NVIDIA Blackwell’s 35× lower token cost versus Hopper.

The author argues that modular “Skills”—reusable markdown workflows loaded on demand—outperform standalone AI agents by cutting token bloat and maintenance overhead. A live GEO audit system built with Skills shows how you can turn domain expertise into scalable, service-ready products without managing dozens of agents.