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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 ...)

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)

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)

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)

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)

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 (Max A. Cherney/Reuters)

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 (Jeffrey Gottfried/Pew Research Center)

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 (Robb M. Stewart/Wall Street Journal)

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 (Jason Hiner/The Deep View)

Eliyan, which aims to license tech and make physical "chiplets" to ease AI chip data transfer bottlenecks, raised a $145M Series C at a $1B valuation (Stephen Nellis/Reuters)

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 (Daniel Thomas/Financial Times)

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 (Natalie Lung/Bloomberg)

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 (The Information)

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 (Reuters)

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 (Dominic Preston/The Verge)

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 (Upmanyu Trivedi/Bloomberg)

New York-based AI detection startup Pangram raised $9M led by Menlo, and releases Pangram 4.0 and its first AI image detection model, claiming 99.5% accuracy (Niko Gallogly/New York Times)

BNY, the world's biggest bank for safeguarding assets, plans to use blockchain tech for its transfer agency record-keeping systems that service ~$8.6T in assets (Financial Times)

OpenAI, Google, Meta, BlackRock, and others are recruiting electricians and carpenters by the thousands, with some of the highest pay the industry has ever seen (Lydia DePillis/New York Times)

Lake Mary, Florida-based Spur Intelligence, which helps distinguish human and bot traffic to find fake users and threats, raised $200M led by Insight Partners (Julie Bort/TechCrunch)

Freehand, which builds AI agents to manage supply chain spend and operations for Fortune 500 companies, raised a $75M Series B, after a $25M Series A in 2024 (Mary Ann Azevedo/Crunchbase News)

London-based Agon, which is developing sovereign AI training infrastructure for European defense, emerges from stealth with a $7M pre-seed and a $23M seed (Ingrid Lunden/Resilience Media)

Sources: Moonshot AI hit a $35B valuation after closing a $3.5B round, exceeding its initial target of $1B to $2B, and plans a Hong Kong IPO as soon as 2026 (Bloomberg)

CXMT's IPO prospectus showed Alibaba had a nearly 5% stake, which is now worth $20B+, a nearly 20x return, based on CXMT's ~$464B closing market cap on July 28 (Wency Chen/South China Morning Post)

Russia's FSB charges Telegram founder Pavel Durov with facilitating terrorist activities, including by Ukraine, and issues an international arrest warrant (Reuters)

A look at Kioxia, the Japanese NAND flash memory maker that went from being cash-strapped in 2023 to an expected 30-fold jump in operating income in Q1 FY 2026 (Bloomberg)

GPTZero finds AI hallucinations in four PwC Middle East reports; GPTZero's prior investigations led EY and KPMG to retract reports with apparent hallucinations (Financial Times)

ETH Zurich spinout ZuriQ, which is developing trapped-ion quantum computing processors based on a 2D architecture, raised a $25.5M seed led by Quantonation (Tamara Djurickovic/Tech.eu)

Sources: Google DeepMind has reassigned most of the AlphaFold papers' original authors over the past year; nearly a quarter of the full-time authors have left (Madhumita Murgia/Financial Times)

OpenAI releases an "early" version of the open-source Codex Security CLI for scanning repositories, verifying fixes, adding CI/CD security checks, and more (@openai)

Mark Zuckerberg says the US should not ban Chinese AI models and that AI model peer reviews or vetting could be positive if "done well with thoughtful people" (Hannah Murphy/Financial Times)

Doctors and researchers worry that FDA-related wagers on Kalshi and Polymarket could compromise drug development tests and erode public trust in the process (Rebecca Robbins/New York Times)

Anthropic faces backlash from Silicon Valley partners, founders, and researchers for competitive tactics, guardrails, and lack of support for open-weight models (Wall Street Journal)

OpenAI says the rogue AI that breached Hugging Face used exposed credentials from "four accounts" tied to four "publicly available" third-party services (Wired)

xAI sues Minnesota's AG over a state law banning apps and sites that create fake, sexualized pictures of individuals, claiming it violates the First Amendment (Riley Moser/CBS News)

SK Hynix reports Q2 revenue up 257% YoY to ~$54.34B, below ~$57.56B est., and operating profit up 557% YoY to ~$41.48B, below ~$43.85B est.; its stock falls 9% (Jenny Lee/CNBC)

Security- and AI-related startups raised $855M across 150+ reported seed-stage rounds in 2026, on track for an all-time high; Oak raised $60M, the largest seed (Joanna Glasner/Crunchbase News)

OpenAI and Anthropic release statements in support of the "Pacing the Frontier" initiative; Anthropic says Dario Amodei and several co-founders have signed it (Anhata Rooprai/Reuters)

NXP reports Q2 revenue up 19% YoY to $3.5B, vs. $3.46B est., as it struggled to impress investors with a generally upbeat Q3 forecast; NXPI down 5%+ after hours (Christina Kyriasoglou/Bloomberg)

Sources: the OpenAI agent that breached Hugging Face also compromised a customer at AI infrastructure company Modal Labs (Reuters)

Bitcoin miner and AI infrastructure company Ionic Digital surged more than 25% to nearly $63 in its Nasdaq debut, giving it an implied valuation of ~$2.75B (Kyle Baird/The Block)

Hugging Face publishes a timeline of the OpenAI agent intrusion, including how the agent took ~17.6K actions, and details using GLM-5.2 to analyze the attack (Hugging Face)

Seagate reports Q4 revenue up 49% YoY to $3.6B, vs. $3.5B est., adjusted earnings of $5.71 a share, above analysts' forecast of $5.10; STX jumps 6%+ after hours (Nate Wolf/Barron's Online)

The US FCC bans importing Chinese humanoid robots and power inverters to protect the US AI buildout from national security threats and to reshore key industries (Reuters)

Coursera is investing $100M in LearnVector, a new AI education company founded by Andrew Ng that aims to build AI agents that function as personal tutors (Ina Fried/Axios)

Over 1,100 staffers from AI companies, including John Schulman and OpenAI's Jakub Pachocki, sign a letter requesting the US government to "pace" AI development (Bloomberg)

Q&A with Sam Altman on the Hugging Face breach, the race for compute, distillation, open source, the concentration of power, robotics, OpenAI's future, and more (Invest Like The Best on YouTube)

The Agentic AI Foundation updates MCP with a fully stateless architecture, a hardened authentication model, a formal 12-month deprecation policy, and more (Michael Nuñez/VentureBeat)

Mark Zuckerberg argues that superintelligence should be widely distributed as a tool that empowers everyone, rather than centralized in a few institutions (Mark Zuckerberg/Wall Street Journal)

NYC-based AI startup Runlayer sues Rippling for allegedly stealing trade secrets to "build essentially a clone" of Runlayer's safety and governance product (Taylor Herzlich/New York Post)