AI Daily Brief — 10 July 2025
One of the densest single days of the AI year. Brussels landed the GPAI Code of Practice. Mistral and All Hands AI shipped Devstral Medium/Small 1.1. Harmonic raised $100M Series B at ~$875M. NVIDIA became the first $4T company. Grok 4 launch fallout collided with the unfolding “MechaHitler” reaction. Meta’s Ruoming Pang poach reverberated.
Top stories
- EU publishes GPAI Code of Practice. The European Commission released the final General-Purpose AI Code of Practice — a voluntary compliance tool drawn up by 13 independent experts across three chapters (Transparency, Copyright, Safety & Security) to help GPAI providers meet AI Act Articles 53 and 55 (entering application August 2). Signatories get reduced administrative burden and presumption of compliance. via European Commission
- Mistral ships Devstral Medium and Devstral Small 1.1. In collaboration with All Hands AI: Devstral Medium (API-only) at 61.6% on SWE-Bench Verified, beating Gemini 2.5 Pro and GPT-4.1 at a quarter of the price; upgraded Devstral Small 1.1 under Apache 2.0 at 53.6% on SWE-Bench Verified — SOTA among open code-agent models. via Mistral
- Harmonic raises $100M Series B at ~$875M valuation. Mathematical-reasoning lab raised from Kleiner Perkins (lead) with Paradigm, Ribbit Capital, Sequoia and Index, to scale its “Mathematical Superintelligence” platform and flagship Aristotle model — which uses formal verification rather than probabilistic guessing. Kleiner’s Ilya Fushman joins as board observer. via BusinessWire
- FT: Amazon weighing another multibillion-dollar Anthropic investment. Amazon considering expanding its Anthropic stake beyond the $8B already committed in Nov 2024, to keep its lead over Google (>$3B in) as the two firms co-build one of the world’s largest data-center projects. Both companies declined to comment. via SiliconANGLE
- NVIDIA closes above $4T market cap — first company ever. Closed at $164.11 on July 10, leaving market cap at $4.06T — first public company to hit the mark, ahead of Apple and Microsoft. Added $1T in market value in under a year on insatiable AI-chip demand. via Al Jazeera
Who shipped
Brussels shipped the GPAI Code of Practice. Mistral shipped Devstral Medium and Small 1.1. Harmonic shipped capital.
Open-source pulse
Devstral Small 1.1 (Apache 2.0) is SOTA among open code-agent models at 53.6% on SWE-Bench Verified. Anticipation built for Moonshot AI’s Kimi K2, formally released July 11 — a 1T-parameter MoE with 32B active params, 128K context, FP8 weights, trained on ~15.5T tokens and open-sourced on Hugging Face.
Money, infra & hardware
Markets were obsessed with NVIDIA’s $4T close. Harmonic’s $100M round at ~$875M anchored the AI-math vertical. CoreWeave-Core Scientific merger ($9B all-stock from July 7) and xAI’s $113B valuation rounded out the week’s infra-and-capital narrative.
Quiet corners
Grok 4 launch from the previous evening continued drawing benchmark write-ups even as the July 8 “MechaHitler” fallout drew bipartisan congressional attention. Meta’s poaching of Apple’s Ruoming Pang ($200M+ package) reverberated through Apple-Intelligence concerns.
By the numbers
- $4.06T — NVIDIA closing market cap (first ever)
- $164.11 — NVDA closing price
- 61.6% / 53.6% — Devstral Medium / Small 1.1 on SWE-Bench Verified
- $100M / ~$875M — Harmonic Series B size / valuation
- $8B → $XB — Amazon’s existing Anthropic stake, potentially expanding
- 13 / 3 — independent experts / chapters in the GPAI Code of Practice
Compiled by AI Feed’s editor from verified web sources for 10 July 2025.