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OpenAI says new monitoring and security safeguards will add 20% compute overhead to monitored inference workloads; costs will not be passed on to customers (Thomas Claburn/The Register)

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Sources: Beijing allowed ByteDance and Tencent to each receive about 10,000 Nvidia H200 chips at their mainland China facilities in recent weeks (Zijing Wu/Financial Times)

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Hangzhou-based humanoid robot maker Unitree's stock surges 460% in its Shanghai trading debut, giving it a ~$50B market cap, after raising ~$904M in its IPO (Bloomberg)

Sources: open-source orchestration platform developer Temporal is in talks to raise ~$500M at a $12B+ valuation, up from $5B after raising $300M in February (Bloomberg)

Rillet, which is developing an AI-native accounting platform, raised a $100M Series C at a $1B valuation led by Iconiq, bringing its total funding to $200M+ (Nick Lichtenberg/Fortune)

Cerebras unveils CS-4, a server rack powered by three WSE-3 Turbo chips and built around its new Nexus architecture, with first shipments starting in Q3 2026 (Max A. Cherney/Reuters)

Survey: 52% of Americans say they are more concerned than excited about increased AI use in daily life, up from 37% in 2021, including 55% of those under 30 (Pew Research Center)

Anthropic details two experiments showing how Claude can accelerate protein design and analytical chemistry, and says it plans an access program for scientists (Anthropic)

Sources: OpenAI's Q2 sales grew 18% QoQ to $6.7B as its losses widened from $9.3B to $12.3B; Anthropic's sales grew 2x+ to $11.6B, with a small operating profit (Wall Street Journal)

Z.ai's GLM-5.3 with max reasoning scores 60 on the Artificial Analysis Intelligence Index, on par with Kimi K3 but below Opus 5 at 63 and Fable 5 at 62 (@artificialanlys)

Internal memo: ICE bars its employees from wearing Meta's AI glasses, saying they "could unintentionally capture, record, or transmit sensitive information" (New York Times)

Pennsylvania Governor Josh Shapiro signs an executive order imposing new requirements on data center projects, including getting approval from local officials (Allan Smith/NBC News)

In opening arguments, US state AGs said Meta intentionally sought to addict children to Facebook and Instagram in pursuit of profit; Meta rejected the claims (Reuters)

Sam Altman says OpenAI's decision to pace its AI development was caused by a collection of research observations showing "various degrees of misalignment" (Alex Heath/Time)

Sources: Anthropic prepares to give its co-founders shares with extra voting power to help insulate them from outside pressure; Amodei owns ~2% of Anthropic (The Information)

The US SEC proposes exempting certain digital asset offerings from securities registration statements, with exemptions for offerings up to $5M and $75M (Bloomberg)

VC funding in physical AI companies totaled $47.4B across 521 deals in H1, up 80% from H1 2025, and more than the $41.9B invested from 2022 to 2024 (Mary Ann Azevedo/Crunchbase News)

OpenAI changed safety practices and paused RL training for two weeks after the Hugging Face breach and evidence Astra may have met a critical cyber threshold (Ina Fried/Axios)

Comcast is rolling out Wi-Fi motion sensing to its Xfinity XB7 and newer gateways, a free opt-in feature that enables its routers to detect movement at home (Jennifer Pattison Tuohy/The Verge)

Sources: Anthropic's revolving credit facility is set to surpass its ~$10B target as banks compete for roles on the upcoming IPO; Anthropic could limit the size (Bloomberg)

The EU says it "welcomes Apple's changes"; Apple will reduce its fees in the EU, charging 26% for apps with IAP, 20% for alt payments, and 15% for link-outs (Bloomberg)

Apple unveils new EU business terms from October 1, resolving disputes with the EU, including a new 5% Core Technology Commission and App Store commission tiers (Apple)

Harvey announces Harvey Tenet, its first in-house, proprietary model for legal work, trained on mock disputes and case files using its own version of Kimi K3 (Melia Robinson/Business Insider)

Francisco Partners plans to take patient engagement software company Weave Communications private for ~$650M; Weave went public at a ~$1.5B valuation in 2021 (Brock E.W. Turner/Axios)

Meta ran ads for a nudify app; one ad showed a porn video with a deepfake closely resembling a prominent US politician; Apple removed the app from the App Store (Wired)

Palona, which uses AI agents to automate real-time workflows in brick-and-mortar businesses, raised a $20M Series A, following a $10M seed in January 2025 (Mike Wheatley/SiliconANGLE)

Google quietly rolled out a new program to let verified political campaigns more easily bypass Gmail's spam filter, after years of complaints from the GOP (Shane Goldmacher/New York Times)

Velaura AI, which makes low-power chips and software for data centers and physical AI applications, like robotics, raised a $110M Series A at a $1B+ valuation (Prathik Jayaprakash/Reuters)

As sweeping US crypto legislation stalls, the SEC and CFTC are moving to write new rules; the SEC is set to exempt certain token offerings from securities laws (Hannah Lang/Reuters)

Q&A with Proton CEO Andy Yen on Proton's story, dislodging "a hundred million people" from Google, AI backlash, privacy, US politics, EU Chat Control, and more (Andy Greenberg/Wired)

Klarna says CFO Niclas Neglén and CMO David Sandström plan to step down in early 2027, and lowers its full-year GMV guidance to $149B-$151B; KLAR falls 20%+ (Connor Hart/Wall Street Journal)

How a bipartisan coalition of US states fought to present a united case against Meta; District Judge Rogers adopted a hybrid structure for the multiweek trial (Diana Novak Jones/Reuters)

Dutch company Fairphone launches its $650 flagship repairable Fairphone (Gen. 6+) in the US and plans to keep launching new phone generations every two years (Julian Chokkattu/Wired)

Xiaomi reports Q2 revenue down 6.1% YoY to ~$16.2B and net income down 21% to ~$1.4B, above est., amid a persistent memory shortage and weaker smartphone demand (Bloomberg)

OpenAI debuts ChatGPT for Teens, a mode that limits high-risk chats about self-harm, eating disorders, violence, and more, and has studying tools and guardrails (Cecilia Kang/New York Times)

Alibaba says its new open-source multimodal model, Qwen3.8-27B, passed 1M+ downloads within a few days of release, making it one of its fastest-growing models (Juro Osawa/The Information)

Reddit launches an early experiment to convert select text posts and comments into short videos with AI voiceovers, rolling out on the web, iOS, and Android (Jay Peters/The Verge)

Alibaba's Alipay launches a new "all-in-one" platform for businesses to use AI agents to automate tasks; Alibaba's stock jumps 5%+ and is up 40%+ since June (Jeanny Yu/Bloomberg)

AI inference chip startup Etched raised $700M led by its new server rack customer Jane Street at a $21B valuation, up from $10.3B after raising $300M in July (Robbie Whelan/Wall Street Journal)

Sources: China orders some state-linked entities to uninstall a government-tailored version of Windows 10, ahead of its February 2027 retirement timeline (Bloomberg)

Google unveils Operation Blue Skies, a £5M trial to re-route North Atlantic aircraft to reduce contrail-induced warming using Google's AI atmospheric forecasts (Madeleine Cuff/New Scientist)

Baidu reports Q2 revenue down 2% YoY to ~$4.62B, below ~$4.69B est. and its fifth straight quarterly decline, and net income of ~$341M, as it lags AI rivals (Bloomberg)

Apple's macOS Tahoe 26.7 RC has references to unreleased products: a Home Hub, home accessories, new Beats, AirPods Pro 4, Apple Intelligence in China, and more (Juli Clover/MacRumors)

In filings, Apple acknowledges App Store regulatory changes are weighing on its $100B+ services business; US App Store spend fell 6% YoY in Q2, per Sensor Tower (Michael Acton/Financial Times)

Rogue Studio, which calls itself a "playground for creative ethical mischief", launches Rogue 1.0, an AI video tool to make adult content of Hollywood quality (Jason Parham/Wired)

Sources: AI-drafted bills are swamping the US House's Legislative Counsel, which now spends more time fixing them than it would spend to draft them from scratch (Owen Dahlkamp/Politico)

Discord suspends livestreams in Brazil, after the country's data protection authority ordered it last week, saying Discord failed to protect children and teens (Associated Press)

Sources: Google has told suppliers it plans to move all Pixel phone, smartwatch, and wireless earbud manufacturing out of China in 2027 amid US-China tensions (Lauly Li/Nikkei Asia)

A short video in Apple's macOS Tahoe 26.7 release candidate appears to show a man demoing camera-equipped AirPods using Visual Intelligence and Siri (Juli Clover/MacRumors)

Sources: Situational Awareness offered part of its $5B Anthropic stake at a 20% discount as it scrambled for cash; word of its trouble left it "being hunted" (Wall Street Journal)