The AI Buildout Splits

The Signal · 2026-07-31

The AI spending surge is picking winners and payers. Samsung's chip division reported a 250-fold jump in quarterly operating profit on AI infrastructure demand. Meta said its AI investment cut 8 billion dollars from free cash flow.

Also today: OpenAI released GPT-5.6 as a price-performance upgrade, with lower pricing on its Luna and Terra tiers, aimed at enterprise deployment at scale.

Google DeepMind introduced Gemini Robotics ER 2, adding video understanding, task orchestration and multi-robot collaboration for coordinated real-world tasks.

That's today's Signal. Thanks for watching.