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Ashley Capoot / CNBC:

A federal appeals court upholds DOD's Anthropic blacklisting, finding Claude's integration with DOD systems is "a statutorily covered national-security risk"

Zvi Mowshowitz / Don't Worry About the Vase:

Jensen Huang tells Ezra Klein that AI is just software whose existential risks are overstated, yet his standards would shut down OpenAI and 10x safety spending

Dominic-Madori Davis / TechCrunch:

Ando, which is building a team messaging platform for both humans and AI agents, comes out of stealth with $20M in pre-seed and seed funding

The Information:

Tesla ramped up Optimus production to several hundred units per week but faces hurdles with its hands, automation equipment, and supplier constraints

Herb Scribner / Axios:

Bill Gates warns about the catastrophic risk posed by "people with ill intent using the latest AI tools", which are powerful enough to "cause a billion deaths"

Tom Warren / The Verge:

Microsoft launches its Copilot "super app", bundling chat, coding, and agents into a single interface, and rebrands its AI assistant Scout as Autopilot

Wall Street Journal:

Project Jupiter, the New Mexico data center for which Oracle made major financial commitments, faces power and permitting hurdles, exposing Oracle's AI risks

Ashley Gold / Semafor:

The US stood alone in dismissing AI safety concerns at the UN, leaving nations to set nonbinding rules without buy-in from the home of the biggest AI companies

Louise Lucas / Financial Times:

Radical Ventures: AI neolabs, many lacking products, markets, or revenue, raised $24B in the past two quarters, nearly 5x OpenAI and Anthropic pre-ChatGPT

Reuters:

Chinese local governments are offering subsidies like computing vouchers, rent waivers, and dedicated funding to lure AI filmmakers as part of China's AI push

The Information:

AI chip startup DensityAI, founded by ex-Tesla Dojo team members, is in talks to raise hundreds of millions of dollars at a $10B valuation

Robert Hart / The Verge:

Experts say that air-gapping AI could prevent events like the Hugging Face hack, but would undermine the value of evaluations and slow research to a crawl

New York Times:

Massachusetts' gambling regulator says it will examine how DraftKings and other betting companies in the state are using AI, in response to a NYT investigation

New York Times:

Report: insurers claim hospitals' AI use was responsible for ~$1B in extra expenses in 2024-25, as hospitals collect more patient data and submit larger claims

Chris Metinko / Axios:

Databricks acquires spreadsheet startup Row Zero to expand the capabilities of its AI coworker Genie; Row Zero raised a $10M seed led by IA Ventures last year

Matthew Brockett / Bloomberg:

Bitget halts withdrawals after detecting unauthorized transfers from some hot and warm wallets, affecting ~$351.6M; CEO Gracy Chen says "user funds are safe"

The Information:

Anthropic asks shareholders to approve a Palantir-style structure granting its seven co-founders 50.1% of voting power if three retain minimum stakes

Micah Maidenberg / Wall Street Journal:

Documents: Jeff Bezos has invested $30B in Blue Origin since 2000, including $2B in its first outside funding round, which has raised $10B at a $140B valuation

Harshita Mary Varghese / Reuters:

Anthropic commits to spending $11.6B over seven years on Akamai cloud services and secures an option to take a stake of up to 5%; AKAM jumps 17%+ after hours

Emma Roth / The Verge:

Google updates Gemini 3.8 Live with Live Avatar, an animated AI persona that lip-syncs and shows different facial expressions, for Gemini Enterprise customers

Todd Bishop / GeekWire:

Email: Microsoft is moving its communications function out of its marketing group and into the corporate, external, and legal affairs org led by Brad Smith

Katie Roof / Business Insider:

OpenEvidence, an AI search engine for doctors, raised $250M at a $15B valuation, up from $12B in January; it could be open to selling itself

Megan Howard / Bloomberg:

The Fed unveils stablecoin proposals, including requiring some issuers to fully back tokens with permissible reserve assets, such as short-term Treasury bills

Jay Peters / The Verge:

Meta unveils mobile app Horizon Create and web app Horizon Studio for building games with AI prompts; the games will run on Facebook, Instagram, and Horizon

Bloomberg:

The US files an application with the EU's General Court in support of X's effort to annul a 2025 €120M DSA fine, arguing the EU engaged in regulatory overreach

The Information:

Jev developer TypeSafe is in talks to raise $1B+ at a $10B+ valuation; last week the startup announced a $40M seed, PitchBook says at a $200M valuation

New York Times:

A24, Sony Pictures, and NYT have registered interest in acquiring Letterboxd, which has a user base of 30M and is expected to be valued at $300M+

Nicole Carpenter / Aftermath:

In a default judgment, a US federal judge awards Nintendo of America $4.5M in damages in its lawsuit against a Reddit moderator who sold pirated Switch games

Jeff Stein / The Washington Sun:

The NSA told lawmakers it is spending billions this year to test AI models; proposals for a US AI regulatory body estimated costs of $20M-$40M per year

Politico:

The White House asked OpenAI and Anthropic not to share new models with UK's AISI until US reviews them; Anthropic appears to have agreed

Todd Bishop / GeekWire:

Amazon rolls out multichannel tools in Seller Central, letting US sellers manage eBay, Shopify, TikTok and Walmart sales alongside their Amazon businesses

Sarah Perez / TechCrunch:

Google is testing Call for Me, which lets Gemini call businesses on behalf of users, initially for Pixel 11 users with a Gemini subscription in the US

Kevin T. Dugan / Wall Street Journal:

New York AG Letitia James sues Polymarket US, alleging that the site is illegally running a gambling operation, as part of NY's crackdown on prediction markets

Ramsay Hodgson / Financial Times:

At a White House summit, Xi Jinping says the US and China share the "capability and responsibility" to manage AI for good and calls for healthy competition

Oliver Barnes / Financial Times:

Gen Digital, created by the 2022 merger of NortonLifeLock and Avast, has made a takeover offer for GoDaddy, which has a market cap of $12.2B

Axios:

A White House memo paints effective altruism as a fringe, dangerous cult that "built the AI-doom pipeline" and places Dario Amodei at its foundation

Shakeel Hashim / Transformer:

OpenAI discovered the Australian breach in August but didn't alert the government until September 10, when it sent an email to a generic disclosure address

New York Times:

Google plans to launch experimental satellite MVP on a SpaceX rocket on October 1, as part of Project Suncatcher; MVP has four TPUs and will operate for a year

Isabella Simonetti / Wall Street Journal:

Amazon plans to invest $100M to build a robotics manufacturing facility in Indiana, set to open by 2028; its robots at 300+ facilities help with 75% of orders

The Information:

Google, OpenAI, and Anthropic plan to launch an AI safety standards body without government oversight in late 2026 or 2027, and are considering CEOs

Bloomberg:

Oracle sent a force majeure notice to Blue Owl to delay payments on the 2.45GW Project Jupiter data center in New Mexico if it fails to launch in 2028

Anton Shilov / Tom's Hardware:

ASML's European revenue share dropped to 0% in Q1 and Q2 2026, down from 1% in 2025 and 5% in 2024; ASML is urging EU authorities to create demand for EU chips

Akash Sriram / Reuters:

Qualcomm says it has extended its global licensing pact with Apple, starting in April 2027; the partnership has been shaped by an April 2019 settlement

Samantha Subin / CNBC:

Dallas-based enterprise browser security startup Island raised $400M led by Evolution Equity Partners at a $6.4B valuation and plans to grow its staff to 1,500

Wall Street Journal:

Industry group TechNet files a comment with the US DHS urging the White House to withdraw its proposal to charge $103,265 for most new H-1B visa applications

Reuters:

Amazon plans to invest $1B into its Indian quick commerce operations by the end of 2027, and another $2B by 2030, as it battles local rivals

Bloomberg:

Tencent launches TenPayGo, a payment app for foreign visitors to China that lets them pay tens of millions of merchants via Visa, Mastercard, and Apple Pay

Priyanka Salve / CNBC:

VFX company DNEG's AI unit Brahma, whose customers include Warner Bros. and the NBA, raised $150M led by Indian PE firm Multiples at a $2B post-money valuation

Callum Borchers / Wall Street Journal:

Companies are increasingly using AI benchmarking services to aggregate public job listings and other payroll data to identify under- and over-paid employees

Wall Street Journal:

Mark Carney, Emmanuel Macron, and other Western leaders are pushing to establish a global supervisory regime and "technology stability" body to govern AI

Financial Times:

Delivery Hero co-founder and CEO Niklas Östberg reverses his decision to step down in 2027, as the company prepares for Uber's €13B takeover and an asset sale

Wall Street Journal:

Brookings projects US AI spending to total $10.3T between 2025 and 2032, averaging 3.6% of GDP per year, the largest single-industry build-out as a share of GDP

The Information:

DeepSeek's annualized revenue run rate hits $1B, up from less than $500M a few months ago, as it aims to finalize a ~$7.5B fundraise by late October

Christine Chen / Reuters:

Sources citing Firmus' IPO draft prospectus: the Australian data center operator expects to report a $77M loss after tax for H1 FY27 as it prepares to raise $5B

Anthropic:

Anthropic says it made Claude.ai and the Claude desktop app's core UX ~3x faster in August using an internal model to ship improvements "in a two-week sprint"

Tomoko Wakasugi / Nikkei Asia:

Analysis: total net profit at ~190 chipmakers listed in mainland China rose 620% YoY in H1 2026, driven by the AI boom and China's self-sufficiency campaign

Charlie Wells / Bloomberg:

Revolut is piloting a new POS system that uses facial recognition for payments at the UK coffee chain Kiss the Hippo, ahead of a full launch later in 2026

Shuhei Ochiai / Nikkei Asia:

Israeli foundry Tower Semiconductor says it will set up its largest production hub for optical communications chips in Japan as part of a planned $4B investment

Bloomberg:

India's food regulator initiates penal action against Amazon, Flipkart, Swiggy Instamart, Bigbasket, and Zepto over alleged misbranding and misleading claims

Rafe Rosner-Uddin / Financial Times:

Q&A with Cisco President and CPO Jeetu Patel on its multibillion-dollar networking deals for AI infrastructure, competition from partners like Nvidia, and more

Bloomberg:

Schneider Electric is nearing a deal to acquire Bulgaria-based smart home device maker Shelly Group at a €1.27B valuation, excluding debt

Bloomberg:

Modal Labs is in funding talks at a ~$15B valuation, up from $4.65B in May; Baseten is in funding talks at a $26B valuation, up from $13B in June

Laura Bratton / The Information:

Google DeepMind SVP Koray Kavukcuoglu says Gemini 4 is in the early phase of post-training and hopes it will be released "much earlier" than the end of 2026

OpenAI:

OpenAI releases MentalHealthBench, an open benchmark to evaluate AI responses in realistic mental health conversations, developed with 80+ licensed experts

Bloomberg:

SoftBank raised ~$11B in debt through its junk bond sale, making the Japanese investment firm one of the biggest corporate junk-bond borrowers in the world

Christian Robles/Nextgov / FCW:

During a Senate hearing, lawmakers criticized automatic license plate readers amid concerns about Flock; the CEOs of Flock and others declined to attend

Karissa Bell / Engadget:

Meta says it will allow its AI glasses users to opt out of having their "visual data" used to train its AI or shown to third-party contractors outside the US

Bloomberg:

The Trump administration is considering an initiative to promote use of dollar-denominated stablecoins overseas, including via JVs with private firms

Anna Washenko / Engadget:

Meta announces new features for Meta Ray-Ban Display, including expanded heads-up navigation tools, a new Explore app, and Dolby Atmos audio support

Karissa Bell / Engadget:

Meta previews hologram avatars for Meta VR Glasses and Ray-Ban Display that feel more natural than Apple's persona avatars, available in early access this fall

Jay Peters / The Verge:

Meta says users will be able to video chat with Muse, agents will get their own email addresses, and Muse will get computer use on Mac and smart glasses support

Michael Acton / Financial Times:

Court docs: OpenAI says Apple's ChatGPT integration to power Apple Intelligence on iPhones "dramatically underperformed" after it launched in 2024

Engadget:

A live blog of Meta Connect 2026, where new Meta glasses and a new VR headset were announced

Gowri Gurumurthy / Bloomberg:

A CoreWeave-tied data center raised $1.1B in junk bonds at 98.5 cents on the dollar to yield 9.25%, ~2.7 percentage points above similarly rated debt

Zac Bowden / Windows Central:

Microsoft unveils the $1,149+ Surface Pro 12-inch and the $1,199+ Surface Laptop 13-inch with Snapdragon X2 Plus, and a new Surface Mouse with built-in haptics

Mark Bergen / Bloomberg:

Microsoft plans to invest more than $10B through 2030 in Saudi Arabia, Kuwait, Qatar, and the UAE, including a $7.9B UAE investment it announced last year

Marina Temkin / TechCrunch:

Colorado-based Enveda, which uses AI to discover new drugs in the natural world, raised a $311M Series E at a $2B valuation, double its valuation a year ago

Rohan Goswami / Semafor:

Flock Safety is weighing a potential sale and has held preliminary talks with outside advisers

Rebecca Torrence / Bloomberg:

1789 Capital, where Donald Trump Jr. is a partner, is in talks to raise $3B for its second growth fund and has already raised $2B of that target amount

Reuters:

A sample of FBI data allegedly stolen by ShinyHunters includes granular detail on officials' job assignments on China, Russia, cartels, cyber, and other issues

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