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Notion plans to shut down its Gmail client Notion Mail on September 22 and go "all in" on AI agents to run inboxes, saying 50%+ of users do not open the inbox (Zac Hall/9to5Mac)

Microsoft says the price of Xbox consoles will increase on August 1 by $100 for 512GB models and $150 for 1TB models, the third price increase since 2025 (Kenneth Shepard/Kotaku)

Google launches a Google Finance app for Android, with market data, financial news, and an AI-powered "Key Moments" feature, and plans an iOS version this year (Aisha Malik/TechCrunch)

Nebulock, which helps security teams proactively find and remediate threats across a company's security stack, raised a $25M Series A led by FirstMark (Chris Metinko/Axios)

Sources: Bumble explores a sale amid slowing growth in the online dating sector; its shares fell 48% over the past 12 months, giving it a market cap of $388M (Milana Vinn/Reuters)

Sources: Apple plans to skip higher-end M6 chips and launch its next Pro and Max chips in 2027 as part of the M7 lineup, to boost on-device AI capabilities (Mark Gurman/Bloomberg)

Memo: Meta Superintelligence Labs is hiring three founders and other team members behind AI security startup Virtue AI; two founders report to Nat Friedman (Madison Mills/Axios)

General Intuition, which trains AI agents in spatial reasoning via gameplay footage, raised $320M led by Khosla at a $2.3B valuation, for $454M in total funding (Rebecca Bellan/TechCrunch)

Anthropic hires French telecom group Orange's Chief AI Officer Steve Jarrett to help Anthropic "better understand and adapt" its products to Europe and Africa (Gianluca Lo Nostro/Reuters)

Sources and a draft document: the US proposes that the EU sign on to an AI partnership to help secure chip supply chains; the one-page statement had few details (Alberto Nardelli/Bloomberg)

Sony's Bungie says it is laying off a "significant number of employees", including "most of the Destiny team"; Bungie has an estimated headcount of 800 (Ethan Gach/Kotaku)

Sources: Google expands the scope of its months-old AI coding strike team to "midtraining" to try to catch up with Anthropic, after major executive departures (Erin Woo/The Information)

Sail, whose software optimizes how AI models run on existing chips, emerges from stealth with $80M in seed and Series A led by Kleiner at a $450M valuation (Lily Mae Lazarus/Fortune)

Apple says "the rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage"; the MacBook Neo rises from $599 to $699 (Mark Gurman/Bloomberg)

Apple raises Mac, iPad, and other product prices by 15%-25%, saying it has "never seen a component price increase this much, this quickly"; iPhone is unchanged (Rolfe Winkler/Wall Street Journal)

Australian payments startup Airwallex raised $320M led by Lee Fixel's Addition at an $11B valuation, and is incubating blockchain payments startup Metal (Jeff Kauflin/Forbes)

Scaled Cognition, a reliability-focused lab that develops the Agentic Pretrained Transformer model, raised a $100M Series A led by Khosla at a $750M valuation (Steven Rosenbush/Wall Street Journal)

Exponential View: global AI sales, excluding China, hit $25B in Q1, exceeding an estimated $21B in data center and chip depreciation costs; margins remain thin (Jacob Reid/Bloomberg)

OpenAI, Anthropic, Amazon, Microsoft, and others launch Raise Us, a new non-profit led by ex-Commerce Secretary Gina Raimondo to help US workers adapt to AI (Lydia DePillis/New York Times)

Preliminary findings: the EU says Azure and AWS are "the largest and second largest" cloud services in the EU, as the bloc weighs up tougher DMA oversight (Samuel Stolton/Bloomberg)

How risk modelers like Fathom and Verisk are using AI and diffusion models to bypass the limits of physics-based "cat" models to predict natural disasters (Financial Times)

IBM details a 0.7nm chip manufacturing process that utilizes a "nanostack" 3D transistor architecture, which it says could continue chip innovation for 10 years (Don Clark/New York Times)

A profile of incoming WhatsApp CEO Kunal Shah, who studied philosophy, advised Sequoia India, and joins a growing pool of Indian-born executives at US companies (Financial Times)

Alibaba's Hong Kong stock closed down 4.43% after Anthropic accused Alibaba of "illicitly" accessing its AI models, down 36.24% YTD; Xiaomi and Baidu fell ~2% (Jeanny Yu/Bloomberg)

Arm EVP Mohamed Awad says its chip architecture now accounts for 50%+ of the hyperscale cloud computing market, as AI demand transforms the data center industry (Cheng Ting-Fang/Nikkei Asia)

Qualcomm CEO Cristiano Amon says the company is designing data center chips specifically for Chinese customers that are in compliance with US export controls (Yifan Yu/Nikkei Asia)

Mirendil, founded by former Anthropic researchers and seeking to build self-improving AI for open-source developers, raised a $200M seed at a $1B valuation (Tina Li/Wall Street Journal)

Coval, which develops simulation and evaluation tech for testing, launching, and monitoring AI voice and chat agents, raised a $28M Series A led by Norwest (Duncan Riley/SiliconANGLE)

As China's working-age population shrinks, a consensus is emerging that it must deploy embodied AI robots into as many tasks as possible, as soon as possible (Financial Times)

How Larry Ellison's $45M donation to a group supporting President Trump brought Ellison deeper into Trump's circle, helping Oracle and his son's WBD acquisition (Wall Street Journal)

Assort Health, which develops AI voice agents for health care to handle scheduling and more, raised a $120M Series C led by Menlo Ventures at a $1.2B valuation (Heather Landi/Fierce Healthcare)

Paris-based Tsuga, whose observability software runs in customers' own clouds to help them skip per-byte ingestion costs, raised a $35M Series A led by Singular (Ana Maria Constantin/The Next Web)

TRM Labs: Iran-linked crypto wallets, including those tied to Iran's central bank, have moved $3.84B+ in transactions through crypto exchange CoinEx since 2019 (Wall Street Journal)

NAND flash maker Kioxia, Japan's most valuable company since June 12, plans to offer US depositary shares in spring 2027 amid AI-driven demand for memory chips (Bloomberg)

Sources: Meta is accelerating plans to use LLMs to review content and ads, replacing ~50% of human review requests in 2026 and aiming for 90% by year-end (Financial Times)

New Zealand-based Partly, which develops an AI model for the auto parts industry, raised a $50M Series B led by DST at a $500M valuation, as it enters the US (Duncan Riley/SiliconANGLE)

The Netherlands is lobbying the US not to expand chip equipment export controls that would constrain ASML's ability to sell immersion DUV machines to China (Bloomberg)

Facebook brings back Facebook Creator Studio as a stand-alone app with built-in AI chatbot to help creators grow their audiences through personalized guidance (Aisha Malik/TechCrunch)

Digital advocacy firms like CiviClick and Influent appear to use AI to generate mass public comments on local energy projects, mostly favoring fossil fuel use (Bloomberg)

An Amazon seller reveals how middlemen on chat apps offer access to Amazon employees who allegedly grant favors, like reinstating suspended accounts, for a fee (Spencer Soper/Bloomberg)

Hang Ten Systems, led by former Infosys CEO Vishal Sikka, launches with a $32M seed led by Mayfield to help enterprises use AI to run software at a lower cost (Jagmeet Singh/TechCrunch)

Trase, which is building an operating system and infrastructure layer for AI agents in industries like health care and defense, raised a $107M seed led by Arch (Brock E.W. Turner/Axios)

Paris-based digital health insurance startup Alan raised €480M led by Prosus at a €5.5B valuation, and is set for €1B+ in annual recurring revenue by year's end (Tim Bradshaw/Financial Times)

Utah Senate President J. Stuart Adams, who championed a huge data center beside the Great Salt Lake, lost his Republican primary on Tuesday after voter backlash (Jack Healy/New York Times)

SambaNova Executive Chairman Lip-Bu Tan says the AI chip startup is set to raise $800M to $1B, sources say at a ~$10B valuation, up from $2B in February (The Information)

Qualcomm expects $15B in data center chip sales by 2029, raises its non-handset chip revenue forecast to $40B by 2029, up from $22B; QCOM jumps 13%+ after hours (Reuters)

Cloudflare partners with Google, Microsoft, and Mozilla on PACT, a protocol to distinguish legitimate human or bot traffic from undesirable network requests (Thomas Claburn/The Register)

Micron reports Q3 revenue up 346% YoY to $41.46B, vs. $35.84B est., gross margin above estimates, and forecasts Q4 revenue above est.; MU jumps 14%+ after hours (Kif Leswing/CNBC)

Sources: in a letter to US officials, Anthropic accused Alibaba of adversarial distillation, accessing Claude 28.8M times from April to June via ~25K accounts (Maggie Eastland/Bloomberg)

Qualcomm unveils Dragonfly C1000, a new data center CPU built for agentic AI, and says Meta will use the chip when production starts in 2028 (Kif Leswing/CNBC)