The 45M Question for ChatGPT and Roblox
A reported August move could place ChatGPT and Roblox under the EU’s VLOP regime. The 45 million threshold applies only after a service qualifies as an online platform, leaving ChatGPT’s classification unresolved.
CoWoS Grows 80%. Nvidia Reserved Most of 2026
TSMC says CoWoS capacity is growing at an 80% CAGR, but CNBC reported Nvidia reserved most of its 2026 capacity. Samsung has begun commercial HBM4 shipments without publicly naming the customer.
Microsoft’s $2.5B Copilot Renewal Bet
Microsoft committed $2.5 billion to 6,000 field staff as Copilot passed 30 million paid seats and Azure topped $100 billion in fiscal 2026 revenue. OpenAI and AWS are funding parallel deployment units, but their announcements do not trace field work to recurring revenue.
Sony’s $155M Deal Meets TSMC’s Shared Fab
Eleven years after Sony paid $155 million for Toshiba’s sensor unit, Sony and TSMC announced a robot-and-car sensor venture. TSMC’s first Kumamoto fab already makes 12nm-to-28nm chips, but the May announcement does not disclose allocation, yield-learning, or qualification rights.
Cerebras’ 94% Growth Faces the Margin Test
Cerebras grew Q1 revenue 94% to $193.4 million, then forecast a smaller Q2 core gross margin. As software cuts token use and clouds segment capacity, inference buyers increasingly price completed work across chips, software, and fleet operations.
Meta reports Q2 revenue up 28% YoY to $60.8B, family DAP up 3% YoY to 3.6B for June, net income down 14% YoY, and forecasts Q3 revenue below est.; META drops 8%
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2026.
Microsoft reports Q4 revenue up 18% YoY to $90.1B, above $87.62B est., and says Microsoft 365 Copilot has 30M+ paid seats, up from 20M+ in Q3; MSFT jumps 15%+
REDMOND, Wash. — July 29, 2026 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2026 …
The US FCC's ban on foreign “advanced robotic devices” covers any new ground-based, software-controlled wireless robot over 4.4 pounds, including robot vacuums
Did you hear it was just a ban on Chinese humanoid robots? It's not. … But spying doesn't require legs — and neither does the FCC's robot ban.
Apple reports Q3 revenue up 16% YoY to $109.42B, vs. $108.65B est., net income up 27% to $29.79B, and China revenue up 22% to $18.82B, vs. $19.6B estimated
CUPERTINO, Calif.—(BUSINESS WIRE)—Apple® today announced financial results for its fiscal 2026 third quarter ended June 27, 2026.
Qualcomm reports Q3 revenue down 4% YoY to $9.95B, forecasts Q4 profit below est., and expects revenue from Apple to fall faster; QCOM drops 3%+
Qualcomm (QCOM.O) forecast fourth-quarter profit below Wall Street estimates on Wednesday, and said revenue from Apple (AAPL.O) …
Amazon reports Q2 revenue up 20% YoY to $200.6B, net income up 245% to $62.6B, operating income up 43% to $27.5B, and a $25B+ annual revenue run rate for chips
SEATTLE—(BUSINESS WIRE)—Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its second quarter ended June 30, 2026.
OpenAI says it is cutting the price of GPT-5.6 Luna by ~80% and the price of GPT-5.6 Terra by 20% after improving the efficiency of the systems that serve them
OpenAI said Thursday it is cutting prices for two GPT-5.6 models after improving the efficiency of the systems that serve them.
Samsung reports Q2 revenue up 130% YoY to ~$118.1B, below ~$118.9B est., and operating profit up 1,814% to ~$61.46B, above ~$60.68B est., on robust AI demand
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Google DeepMind releases Gemini Robotics 2, which combines several different AI models into a single system to control a range of robots, including humanoids
The latest version of Google DeepMind's AI model includes a significant jump into “physical AGI.” But plopping AI into the real world comes with risks.
Google launches its Lyria 3.5 music generation model in Google Flow Music, highlighting improved musicality, lyrics, vocal quality, and creative control
Our newest music generation model, Lyria 3.5, delivers significant advancements across musicality, lyrics, and vocal quality, empowering you to craft richer tracks.
Thinking Machines Lab co-founder Lilian Weng is returning to OpenAI after announcing earlier this week she was leaving TML over workload-related health concerns
Lilian Weng, a researcher who cofounded AI startup Thinking Machines Lab alongside former OpenAI Chief Technology Officer Mira Murati …
Thinking Machines releases Inkling-Small, an open-weight model with 276B total and 12B active parameters, saying it “achieves comparable performance” to Inkling
Try on Tinker Model card Hugging Face — Today, we are releasing Inkling-Small, an efficient open-weights model …
OpenAI says using its Responses API harness with GPT-5.6 Sol tripled its ARC-AGI-3 score with fewer output tokens, after Sol with the official harness got 7.8%
A sped-up video of GPT-5.6 Sol attempting to solve puzzles in the ARC-AGI-3 benchmark, with the official harness (left) …
Coinbase reports Q2 revenue down 19% YoY to $1.2B, vs. $1.3B est., stablecoin revenue below est., and a wider-than-expected loss; COIN drops 6%+ after hours
Coinbase shares dropped in extended trading on Thursday after the crypto platform posted a wider-than-expected loss for the second quarter …
Waymo gradually resumes freeway routes, starting with Phoenix, more than two months after suspending them to improve performance around construction zones
Waymo is slowly adding freeway routes back to its service area more than two months after the company stopped driving these high-speed roads …
Tens of millions of South Korean retail investors, the market's biggest buyers in 2026, were caught in this week's tech selloff, as Samsung and SK Hynix tumble
Millions suffer ‘unprecedented’ losses after Samsung and SK Hynix stock tumbles — Song Mi-kyung pocketed a profit of about Won300mn …
Google's SynthID for watermarking AI images is hard to break, but watermarking can't change that there will always be ways to AI-generate content without labels
Deciding what's real on the Internet won't be easy in the future. — The scale of AI-generated media can be hard to grasp.
LinkedIn introduces a “seems like AI slop” button to allow users to report posts they think are AI-generated
Following 404 Media's reporting on how LinkedIn is full of AI slop, the platform is giving users a chance to report it when they see it.
Wiz says a now-patched flaw in Azure CosmosDB would have let a hacker remotely compromise any of its users; Microsoft has seen “no evidence of customer impact”
Alphabet-owned (GOOGL.O) cybersecurity company Wiz said on Thursday it had found a sweeping flaw …
Arm reports Q1 revenue up 22% YoY to $1.29B, above $1.26B est., royalty revenue up 22% YoY to $715M, and forecasts Q2 profit above est.; ARM jumps 10%+
Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its energy-efficient chip designs for AI data centers.
Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as “very large online platforms” under the DSA as soon as August
OpenAI's ChatGPT and video game company Roblox Corp. will be subject to stricter scrutiny and monitoring requirements under …
Anthropic's cryptanalysis results on HAWK and AES show AI can now understand existing cryptanalysis results, turn them into new attacks, and even extend them
A source and docs: Intel has given access to its Atom processor tech to Rosaic, a new startup led by Amarjit Gill; Lip-Bu Tan and Gill are longtime co-investors
Intel (INTC.O) has provided access to some of its processor technology to a new startup, according to a source and documents reviewed …
Reddit reports Q2 revenue up 61% YoY to $805M, vs. $730M est., forecasts Q3 revenue above est., says search referrals were “choppy”; RDDT drops 6%+ after hours
Reddit reported second-quarter earnings on Thursday that beat on the top and the bottom lines, and the company issued guidance that sailed past expectations.
Robinhood reports Q2 revenue up 32% YoY to $1.31B, above $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% YoY to $100M
Prediction-market revenues on the popular trading app increased tenfold during the second quarter
Amazon researchers link the compromises of four npm packages, including axios, over the past 18 months to the North Korea-linked group tracked as Sapphire Sleet
Researchers say Sapphire Sleet socially engineered maintainers before publishing malicious updates through trusted accounts
Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares
Globetrotters hunting for airfare bargains are in for a rude awakening: the days of stumbling across a cheap seat on a popular flight could soon disappear.
Google pilots a faster twice-a-week schedule for Chrome security releases as AI tools drive a surge in bug discoveries; Chrome 149 and 150 fixed 1,072 bugs
The two Chrome updates in June patched more bugs than the 23 updates before them. Now, Google is ramping up its patching schedule thanks …
Onyx Security, whose platform enables enterprises to deploy AI agents securely, raised a $113M Series B led by Bessemer, taking its total funding to $153M
Just four months after emerging from stealth, the Israeli startup is betting that securing AI agents will become one of cybersecurity's biggest markets.
Google integrates Nano Banana 2 into Google Earth via a new Create Image button, letting users prompt to create infographics or visual alterations of locations
ZDNET's key takeaways — Google Earth can now generate AI images with Nano Banana. — The tool is entertaining, but weak for serious geographic work.
Sources: ex-OpenAI researcher Leopold Aschenbrenner's Situational Awareness hedge fund has sought to raise capital after heavy losses during the recent AI rout
Hedge fund has held talks with existing investors and lenders in recent days — Situational Awareness, the $20bn hedge fund founded …
DoorDash says the FAA granted it Part 135 air carrier certification to operate a drone delivery service and it plans to launch drone deliveries in the fall
Intercontinental Exchange agrees to acquire electronic fixed-income trading platform MarketAxess for $6B in cash, a 33% premium, set to close in H1 2027
The acquisition of MarketAxess is expected to close in the first half of 2027 — Intercontinental Exchange agreed to acquire MarketAxess …
Google-backed nuclear fusion company Commonwealth Fusion Systems raised $1B, after raising a $1.8B Series B in 2021 and $863M in 2025, and plans a 2030s launch
Has now raised $4bn, the most of any fusion company — Google-backed nuclear fusion company Commonwealth Fusion Systems (CFS) …
How compute could become 10x+ costlier as AI capabilities and monetization outpace supply, and a look at the implications if Anthropic hits $1T in 2027 revenue
If a human-level software engineer that could run on an H100 equivalent, at current market rates for software engineers, that H100 should rent for over $250k a year.
Brookfield and NextEra partner to develop a $100B, 1.2GW+ AI data center campus at a former DOE uranium-enrichment site in Kentucky, set to open in 2032
ExploitGym creator and Berkeley researcher Jingxuan He says other AI models have tried to cheat but OpenAI's “was at a much larger scale than we'd encountered”
A group of university researchers that developed benchmarks to test the cybersecurity capabilities of AI systems …
OpenAI launches ChatGPT for Academic Researchers, giving 100K scientists, mathematicians, and engineers free access to its frontier models through 2027
The EU formally launches a bidding process to build AI Gigafactories, expecting to unlock €30B of investments, closing on November 12 with awards in early 2027
The commission expects the call to unlock around $34.40 billion in investment — The European Union formally launched …
London-based Nscale agrees to acquire Anyscale, a source says for ~$1.65B; Anyscale, which helps AI workloads run more efficiently, had a $1B+ valuation in 2022
Cloud provider Nscale agreed to acquire software startup Anyscale to help customers use AI computing power more efficiently.
Q&A with CuspAI's Max Welling on its AI Materials Foundry, partnerships with Nvidia and others, Geoff Hinton and Yann LeCun joining its advisory board, and more
The co-founder of the UK-based science start-up explains how AI can help create new materials to address some of the world's most complex challengesLinkedIn:Max WellingLinkedIn:Max Welling:Thank you J...
Samsung Galaxy Z Fold 8 review: comfortable when shut, the 4:3 inner display is great, and impressive battery life, but no telephoto or IP68 and some app errors
Friend announces an AI pendant with a speaker for spoken replies for $249, up from its original necklace's $129 price, with an optional $10 monthly subscription
He sits on the couch in his living room, clad in an orange shirt emblazoned with a cartoon version of the motorcycle driven by Italian racer Valentino Rossi.
Stripe says thousands of solo operators on its service generate $1M+ in annual revenue, and those making $10M+ nearly tripled between 2023 and 2025, aided by AI
AI tools make it easier for founders to get started alone, and many stay that way as they grow
Amazon's Zoox receives the NHTSA's first US approval for paid deployment of its steering wheel-free robotaxi and can deploy up to 2,500 per year through 2028
Amazon's (AMZN.O) Zoox won U.S. approval on Wednesday for limited commercial deployment of its novel steering-wheel-free robotaxis …
Disney CEO Josh D'Amaro is leading a tech overhaul of Disney+ to close the gap with Netflix and YouTube, including better recommendations and vertical videos
Streaming has been a drag on Disney's share price as subscriber growth stalled. A tech overhaul and more foreign-language shows are in the cards.
Investors continue to dump chipmaker and US tech stocks after disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm drops 6.5%+, and AMD falls 6.5%+
Roblox reports Q2 bookings up 8% YoY to $1.56B, vs. $1.6B est., DAUs up 10% to 123M, forecasts Q3 bookings and revenue below est.; RBLX drops 13%+ after hours
The company projects revenue to increase by 4% to 10%, slowing from recent double-digit growth
Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13%, and Xbox content and services revenue down 10%
Microsoft's cloud division revenue soared 27 percent to $59 billion. … Xbox is having yet another tough quarter, as revenue from content …
Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, above 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time
Microsoft shares moved 8% higher in extended trading on Wednesday after the software maker disclosed strong fiscal fourth-quarter revenue …
Scale AI hires former Google Cloud COO Francis deSouza as CEO, replacing interim CEO Jason Droege, who took over last year after Alexandr Wang left for Meta
Scale AI has hired former Google Cloud COO Francis deSouza as CEO, year after Scale AI founder Alexandr Wang left the AI infrastructure company for Meta.
X settles a long-running legal battle with the World Federation of Advertisers, ending a case that accused brands like Mars and Shell of illegally boycotting X
Sources: Amazon staff find “catastrophically expensive” AI costs due to a lack of controls, like $1.8M on Claude to fail to match author details with listings
E-commerce giant's staff said the new technology had caused budget overruns that sometimes took months to detect
An AI avatar of Brazil's jailed ex-president Jair Bolsonaro, who is banned from communicating publicly, is testing new AI rules ahead of Brazil's 2026 elections
Lawyers for former president insist he did not authorise the projection following legal challenge from leftwing groups
Survey: 77% of US adults support in-class cellphone bans for middle and high school students, up from 74% in 2025 and 68% in 2024; just 18% oppose such bans
Innolight, China's leading maker of optical transceivers, closes 2% below its Hong Kong IPO price after raising ~$6.8B, the city's biggest listing since 2019
Sources: TSMC is developing advanced AI chip packaging tech, internally called “EMIB-like”, similar to Intel's Embedded Multi-die Interconnect Bridge technique
Taiwan Semiconductor Manufacturing Co. is developing an advanced chip-packaging technology similar to what Intel already offers …
Internal meeting: OpenAI CFO Sarah Friar told employees that the startup's annualized recurring revenue in July was higher than Q2's, “and Q2 was no slouch”
Groundcover, which provides observability software that can monitor AI agents, raised a $100M Series C led by One Peak, bringing its total funding to $160M
K2 Space, which builds satellites for tasks like data-heavy communications and may power space-based data centers, raised a $500M Series D at a $6.8B valuation
Startup K2 Space, which builds large satellites for high-power tasks like data-heavy communications and defense missions …
Meta reports Q2 free cash flow down 91% YoY to $784M, and now expects 2026 capex to be between $130B and $145B, compared to its prior forecast of $125B to $145B
Meta Platforms (META.O) reported a precipitous 91% drop in free cash flow on Wednesday, underscoring the financial strain …
Sources: DeepSeek plans to build a 1 GW data center in Inner Mongolia and aims to bring at least part of its capacity online by the end of 2027 or early 2028
China's DeepSeek is planning a massive artificial-intelligence data center in Inner Mongolia, according to people familiar with the matter …
A look at ByteDance's efforts to become China's leading company across all aspects of AI, from frontier models and video generation to infrastructure and chips
The Chinese company behind TikTok is pouring resources into the technology. Some think it is a big gamble.
LinkedIn says it will keep its investments in GPUs, compute, and storage capacity flat during FY 2027, after doubling its GPU efficiency in the past six months
Despite the ongoing AI boom, LinkedIn is holding the line on compute spending. Instead, it's challenging engineers to make every GPU count.
Qualcomm says it has signed a 10-year deal to supply chips for BMW's future digital cockpit and advanced driver-assistance systems
Harshita Mary Varghese /Reuters:
Apple Q3: iPhone up 22% YoY to $54.25B, vs. $53.86B est., Mac up 29% to $10.35B, iPad down 6% to $6.19B, and Wearables, Home, and Accessories up 6% to $7.88B
Apple (AAPL.O) on Thursday reported sales and profits that beat Wall Street expectations, fueled by its customers snapping up iPhones …
At a hearing, a US judge says “I don't see additional evidence” from the Pentagon justifying its designation of Anthropic as a supply-chain risk
A federal judge on Thursday signaled she's become even more skeptical of the Pentagon's decision to blacklist Anthropic …
The UK CMA opens an investigation into Microsoft over a potential consumer law breach involving users paying more to renew Microsoft 365 after it added Copilot
As the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings, operators blame planning laws and low prices for underinvestment
In Q4, Microsoft's Anthropic investment saw a $3.2B gain, while its OpenAI investment was marked down ~$600M but has generated a $5B gain on a full-year basis
When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked …
Israel-based Xsight, which makes server networking and storage chips, raised $300M led by Fidelity Investments at a $2.8B post-money valuation
Graphics processing units are all the rage, but startups developing the networking equipment that connects GPUs to one other are getting some love from investors, too.
Meta reports Reality Labs Q2 revenue up 16% YoY to $431M, above $423.4M est., and a $4.62B operating loss, below $5.07B est.
Jonathan Vanian /CNBC:
ChipAgents, which uses AI agents to help speed up the process of chip design, raised a $60M Series A2 led by B Capital, bringing the expanded round to $134M
London-based Inforcer, which helps managed service providers handle their clients' Microsoft 365 accounts, raised a $50M Series C led by Insight Partners
London-based Inforcer announced Thursday a $50 million Series C round led by Insight Partners — the latest sign of investor interest …
Sources: a group of banks is in talks to lend $15B to Nexus to build a Texas data center; Anthropic will lease it and Google has provided financial guarantees
Google's guarantees of power and lease obligations would help developer secure financing for the 1.6-gigawatt Texas project
Amazon reports Q2 ad revenue up 26% YoY to $19.81B, vs. $19.43B est., and subscription services revenue up 12% YoY to $13.73B
Amazon reported better-than-expected revenue and cloud growth for the second quarter. The stock shot up more than 9% in extended trading.
Okta agrees to acquire AI identity security startup Permiso; source: the acquisition is valued at just under $200M and is structured as an almost all-cash deal
Simile, which offers “agentic twins” of real people to assess companies' products, brands, and services, raised $200M led by Greenoaks at a $2B valuation
Simile, a fast-growing start-up, says it can provide companies with accurate insights by surveying millions of A.I.-generated consumers.
Encore AI, which studies companies' customer interactions to train and deploy AI voice agents, raised a $30M Series A led by Team8, Planven, and The Garage
A look at OpenAI's open-source agent harness that now powers Codex and ChatGPT Work, as the company works to optimize the harness to cut runaway token usage
Microsoft reports Q4 capex up 70%+ YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged
Microsoft (MSFT.O) on Wednesday said it expects to keep generating cash through its fiscal 2027 and gave a capital expenditure …
Source: Situational Awareness has a $5B stake in Anthropic, and will continue to run as a private investment firm after suffering heavy losses in recent days
Financial Times:NEW
Amazon reports Q2 AWS revenue up 37% YoY to $42.2B, above estimates of a 31.21% increase, and AWS operating income up 64% to $16.6B; AMZN jumps 8%+ after hours
Amazon.com (AMZN.O) topped market expectations for quarterly cloud revenue growth on Thursday on the back of surging enterprise AI spending …
Meta reports $2.4B in charges related to legal proceedings in Q2 and $1.18B in severance expenses in connection with the May 2026 layoff of about 8,000 staff
Todd Spangler /Variety:
Enterprise data pipeline startup DataBahn raised a $40M Series B led by Insight Partners, bringing its total funding to $59M
Sources: AI-focused hedge fund Situational Awareness sold the bulk of its stock portfolio to Ken Griffin's Citadel after suffering deep losses
The highflying hedge fund run by Leopold Aschenbrenner is in crisis mode after AI-related bets sank.
GlobalFoundries says the US plans to award it $300M in CHIPS Act funding to bolster R&D of silicon photonics tech to power more efficient AI data centers
Source: OpenRouter was recently generating ~$140M in annualized revenue, or ~$12M per month, up nearly 3x since April, making Stripe's $10B offer a big premium
Apple reports Q3 revenue from Services, which includes the App Store, Apple TV, and more, grew 12% YoY to $30.74B, vs. $31.36B est.; AAPL drops 4%+ after hours
Todd Spangler /Variety:NEW
China's AI hubs, like CXMT's home of Hefei, are driving the country's GDP growth, but even in these boomtowns, little of the windfall is reaching households
Source: Situational Awareness' assets have fallen to ~$10B after it liquidated some positions to meet margin calls, down from a reported $20B+ as of late May
Sources: Situational Awareness has sold all of its public stock holdings; the fund grew to as big as $45B at the start of July before big losses took hold
David Faber /CNBC:NEW
Filing: Meta says it has committed ~$700B in future spending, through long- and short-term agreements, related to AI data centers, cloud computing, and more
Shona Ghosh /Bloomberg: