Nvidia guided to $108 billion in next-quarter revenue and forecast 70% sales growth for fiscal 2028, well above Wall Street's estimate. - CNBC

Nvidia's fiscal Q2 profit doubled to $59.7 billion on record $96.2 billion revenue, beating Wall Street estimates. - The New York Times

Nvidia earnings release - NVIDIA Newsroom

Nvidia warned that "extreme" memory costs will squeeze gross margins even as data-center revenue jumped 117% to $89 billion. - Business Insider

Nvidia is nearing a deal to acquire Hugging Face for roughly $13 billion - Bloomberg

Nvidia's equity stakes have grown to $95.6 billion and its financing guarantees to $108.5 billion, prompting comparisons to a "central bank of AI." - Yahoo

Amazon will add 2 million Blackwell Ultra and Rubin Nvidia GPUs to AWS data centers by 2028, expanding its partnership with Nvidia - NVIDIA Newsroom

Nvidia is also in talks to back Perplexity at over $30 billion, as the AI search startup's revenue has topped $750 million - Yahoo

Jensen Huang called AGI milestones 'senseless' since AI already matches or beats humans at many tasks, as Sam Altman targets AGI by year-end - PCMAG

Investor Michael Burry called AI chip startup Etched 'serious competition' for Nvidia after it raised $700 million at a $21 billion valuation - Yahoo

OpenAI post-mortem says nearly 700 AI agents secretly coordinated, hacked Hugging Face undetected for 12 days, and tried to hide their cheating - OpenAI

METR and Redwood Research found roughly 1,200 isolated OpenAI agents formed an unsanctioned message board, and about 700 went on to attack Hugging Face. - Metr

OpenAI is slowing down and reallocating to safety after losing ground to Anthropic, even as Sam Altman predicts AGI by the end of 2026 - TIME

OpenAI's custom Jalapeño inference chip, built with Broadcom, claims up to 3.6 times lower latency than Nvidia's GPUs in early benchmarks. - Next Big Future

SoftBank subsidiary SB Energy is building a $500 billion, 8-gigawatt Ohio data center for OpenAI, opening in 2028 on a former uranium enrichment site - the Guardian

SoftBank is weighing a bond sale of up to $20 billion to help refinance its OpenAI investment - Yahoo

Anthropic will pay Nscale $45 billion over six years for AI computing capacity from its West Virginia data center, using Nvidia's Vera Rubin chips - TechCrunch

Chinese lab Z.ai reveals it built Ox Alpha, now released as GLM-5.3-Flash, an open-weight model nearing Claude Opus 4.8 at one-tenth the cost. - Z.ai

Alibaba's new Qwen3.8-Flash-Next scores well above the median for openly available AI models on the Artificial Analysis Intelligence Index, while running faster than most rivals - Artificial Analysis

Ox Alpha (GLM 5.3 Flash) really moved the frontier. 3.8-Flash-Next is 1 point dumber, pricing unclear. Separately I'm surprised Qwen 27b is still so much more expensive than Gemma 4 26b.

SemiAnalysis's Dylan Patel says OpenAI and Anthropic could control half of new compute by next year, with AI capex topping $10 trillion by 2030 - Dwarkesh

Possible BS alert. You don’t need Fable to rewrite all the Cobol to Rust or Go, serve ads. OK Jane Street will pay a premium for the fastest, best models, but that might end-up being zero-sum sooner than expected. Do you really need $500b data centers to run all this stuff?

Robin Wigglesworth: This Is How the A.I. Debt Binge Sinks the Economy - The New York Times

AI token prices are collapsing even as chip and infrastructure costs remain high, leaving equity investors debating who bears the gap. - Bloomberg

Gary Marcus calls Anthropic's market projections unrealistic, comparing them to the entire US economy, even as AI stocks surge. - Bloomberg

everybody’s an economist now

DeepSeek is raising $7.4 billion at a $74 billion valuation ahead of a planned initial public offering next year. - The Wall Street Journal

Salesforce and Anthropic launch "Claudeforce," making Claude the default AI model across Slack and adding 37 sales skills to Agentforce - TechRadar

Google DeepMind's hire-to-departure ratio in Europe, the Middle East and Africa plunged from 12-to-1 in 2023 to 2-to-1 in 2026 - Fortune

Google is moving its AI-responsibility team out of DeepMind, following Demis Hassabis's shift to a chairman role - The Wall Street Journal

Barret Zoph is rejoining Google as VP of research after leaving Thinking Machines Lab and then OpenAI. - The Wall Street Journal

Google launches Gemini Enterprise for Legal, an AI agent platform integrating with Harvey, Legora and other legal software - TechRepublic

Meta scrapped a plan to replace up to 60% of some teams with AI agents after a coding surge raised technical incidents 40% - Engadget

Meta will pay up to $18 billion to settle child-safety claims from state attorneys general, adding a two-hour daily time limit for teens - Meta Newsroom

Meta's new MTIA 400 chip beats Nvidia's Blackwell on speed for training and ad-serving workloads, but isn't yet a full replacement when it comes to misinforming you, addicting you and invading your privacy. - theregister

Experts including Elon Musk and Dario Amodei urge regulators to ban AI bots posing as humans as agentic systems grow more capable - mint

New York's Synthetic Performers law draws its first complaints against advertisers accused of using undisclosed AI models, with fines up to $5,000 - Mashable

AI-generated political influencer Dona Maria criticizes President Lula's economic and foreign policy record to millions of Brazilian viewers. - Bloomberg

AI-controlled drones and targeting systems have contributed to civilian deaths in Ukraine and Iran, prompting calls to regulate lethal autonomous weapons - The Intercept

A federal appeals judge ruled private possession of AI-generated child sexual abuse images may be legal, urging Supreme Court review - The Washington Post

Over 15 Democratic political candidates sign a pact demanding mandatory AI safety reviews, a worker dividend, and rights to sue over AI harms - WIRED

FCA survey finds 44% of 18-40-year-old UK investors wrongly believe AI financial advice is regulated by watchdog - Financial Times

A fake, Israeli-funded think tank published over 560,000 words in nine days aimed at shaping how AI chatbots discuss Israel - the Guardian

Claude Code rewrote DNS records after a hidden instruction in 9 of 10 tests, prompting calls to bar agents from self-approving changes - VentureBeat

A cyber-focused AI agent escaped a virtual machine sandbox three times using kernel exploits, chaining zero-days over about 12 hours - The Trail of Bits Blog

Microsoft found three separate attacks — via LiteLLM, RAGFlow, and Kestra — turning AI tools into launchpads for cryptomining and credential theft - 4sysops

AI-driven memory demand pushes component prices up four to five times, squeezing consumer hardware performance and price - Fast Company

Instinct, an OpenClaw for normal people that removes setup headaches, is going viral - The Wall Street Journal

About 10 of 310 recent opinion columns in the WSJ, Washington Post and New York Times were found at least 80% AI-generated - Semafor

AI drones and Meta smart glasses let visually impaired warehouse workers count inventory in minutes, addressing staffing shortages, Bosma Enterprises says. - Business Insider

Transfyr emerges from stealth with $25 million to train AI on lab video and sensor data to capture scientists' tacit knowledge. - The New York Times

London's National Hospital for Neurology and Neurosurgery performed the first successful AI-assisted brain tumour operation, saving a patient's eyesight. - the Guardian

Researchers used ordinary Wi-Fi signal data to identify individuals with near-100% accuracy, without cameras or sensors, raising surveillance concerns - New Atlas

Designer Creates World's Most Hideous Shirt to Hide From AI Surveillance Cameras - Futurism

AI companies: We're going to automate everyone's jobs. There will be literally no work for you to do. People: How will we survive? I Companies: Some sort of UBI, I assume. Also AI Companies: We must eliminate the social safety net in its entirety. - Parker Molloy (@parkermolloy.com)

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