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Techmeme

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 (Brody Ford/Bloomberg)

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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 (Zachary Skidmore/DatacenterDynamics)

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Google integrates Nano Banana 2 into Google Earth via a new Create Image button, letting users prompt visual alterations of locations or infographics (David Gewirtz/ZDNET)

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Filing: Meta reports $279B in future lease agreements in Q2 related to AI data centers that are not reflected on its balance sheet, up 53% from the prior period (Shona Ghosh/Bloomberg)

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Intercontinental Exchange agrees to acquire electronic fixed-income trading platform MarketAxess for $6B in cash, a 33% premium, set to close in H1 2027 (Katherine Hamilton/Wall Street Journal)

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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 (Rafe Rosner-Uddin/Financial Times)

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LinkedIn says it will keep GPU investment, compute, and storage capacity flat during FY 2027 after doubling GPU efficiency in the past six months (Paresh Dave/Wired)

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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 (Bloomberg)

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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 (Financial Times)

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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 (Dwarkesh Patel/Dwarkesh Podcast)

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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" (Bloomberg)

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The EU formally launches a bidding process to develop AI Gigafactories, expecting to unlock ~€30B of investment, closing on November 12 with awards in July 2027 (Edith Hancock/Wall Street Journal)

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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% (OpenAI)

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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 (Bloomberg)

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Sources: ex-OpenAI researcher Leopold Aschenbrenner's Situational Awareness hedge fund has sought to raise capital after heavy losses during the recent AI rout (Financial Times)

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China's AI hubs, including CXMT's home Hefei, are driving the country's GDP growth, but even in these boomtowns, little of the windfall is reaching households (Bloomberg)

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Tens of millions of South Korean retail investors, the market's biggest buyers in 2026, were caught in this week's selloff, as Samsung and SK Hynix tumble (Song Jung-a/Financial Times)

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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 (Te-Ping Chen/Wall Street Journal)

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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 (John Thornhill/Financial Times)

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Though Google's SynthID tech for watermarking AI images is hard to break, there will always be ways to create AI-generated content without any labeling (Ryan Whitwam/Ars Technica)

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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 (Financial Times)

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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 (K Oanh Ha/Bloomberg)

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As the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings, operators blame planning rules and low prices for underinvestment (Financial Times)

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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 (Julie Bort/TechCrunch)

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The FCC's ban on foreign "advanced robotic devices" includes any new ground-based, software-controlled wireless robot over 4.4 pounds, including robot vacuums (Sean Hollister/The Verge)

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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 (Meir Orbach/CTech)

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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 (Jenny Lee/CNBC)

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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 (Reuters)

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In an internal meeting, OpenAI finance chief Sarah Friar told employees that the company's annualized recurring revenue in July was higher than in Q2 as a whole (CNBC)

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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 (Reuters)

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Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as "very large online platforms" under the DSA as soon as August (Bloomberg)

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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 (Bill Peters/MarketWatch)

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Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13%, and Xbox content and services revenue down 10% (Emma Roth/The Verge)

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Arm reports Q1 revenue up 22% YoY to $1.29B, vs. $1.26B est., royalty revenue up 22% YoY to $715M, and forecasts Q2 profit above estimates (Reuters)

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Meta reports Reality Labs Q2 revenue up 16% YoY to $431M, vs. $423.4M est., and a $4.62B operating loss, vs. $5.07B estimated (Jonathan Vanian/CNBC)

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Meta reports free cash flow of $784M in Q2, down 91% YoY, and now expects 2026 capex to be $130B-$145B, compared with its prior forecast of $125B-$145B (Reuters)

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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 7%+ after hours (Reuters)

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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)

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Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, vs. 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time (Jordan Novet/CNBC)

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Meta reports Q2 revenue up 28% YoY to $60.8B, family DAP up 3% to 3.6B on average for June, forecasts Q3 revenue below estimates; META drops 8%+ after hours (Meta)

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Microsoft reports Q4 revenue up 18% YoY to $90.1B, vs. $87.62B est., and says 365 Copilot has 30M+ paid seats, up from 20M+ in Q3; MSFT jumps 7%+ after hours (Microsoft)

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Waymo gradually resumes freeway routes, starting with Phoenix, more than two months after suspending them to improve performance around construction zones (Kirsten Korosec/TechCrunch)

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Google launches its Lyria 3.5 music generation model in Google Flow Music, highlighting improved musicality, lyrics, vocal quality, and creative control (Google)

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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 (The Information)

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OpenAI launches ChatGPT for Academic Researchers, giving 100K scientists, mathematicians, and engineers free access to its frontier models through 2027 (Ina Fried/Axios)

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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 (Matthew Green/A Few Thoughts ...)

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Investors continue to dump chipmaker stocks on Wednesday following disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm 6.5%+, and AMD 6.5%+ (Financial Times)

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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)

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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 (Meir Orbach/CTech)

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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 (Ram Iyer/TechCrunch)

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