Báo cáo AI Trends — 19/08/2026

🚀 Breakthroughs

• Workday lập nhóm nghiên cứu AI riêng — agent memory persistent, +12% độ chính xác retrieval trong multi-agent workflows
• Physical AI / World models tăng mạnh sau World Robot Conference: Dexterous manipulation cho humanoid + spatio-temporal world simulators
• Bảo mật chuyển sang Agent vs. Agent: Agent Security Kernel (Kyvvu AS-Kernel, Palo Alto Networks Frontier AI Defense) chống sandbox escape

🤖 Model releases

• Meta Muse Glimmer: open-weight 30B multimodal, context 131K, tối ưu cho local agent/coding
• Google Gemini 3.7 Flash: low-latency function calling cho agent tasks
• Qwen3.8-27B (Alibaba) + DeepSeek-V4-Pro ra mắt GA

💰 Funding / M&A

• Etched (AI inference chip): $700M Series B (Jane Street lead) — valuation $21B, $1B+ pre-orders
• Velaura AI: $110M Series A (silicon hiệu năng thấp, valuation $1B+)
• Veeda AI: $90M+ seed (cựu NVidia researchers, physical AI world models)
• Stripe đàm phán mua OpenRouter ($7–10B); Relay shutdown (team về Google); Fortinet mua Virtue AI

🏢 Industry shifts

• OpenAI tạm pause một số public model testing pipelines, mở rộng post-training monitoring
• EU AI Act bước giai đoạn enforcement: watermark vô hình, machine-readable cho AI-generated content