Satya take the wheel: Microsoft evolves its AI from copilot to always-on autopilot - theregister

Q&A with Satya Nadella on Microsoft's competitive position, MAI models, OpenAI, the software business, GitHub Copilot, Project Solara, data centers, and more - Stratechery by Ben Thompson

Suleyman unveils MAI-Thinking-1 and autonomous Copilot agents at Build 2026, declaring Microsoft’s bid to become a top-4 AI lab - The Verge

OpenAI CFO Sarah Friar declined to confirm Jony Ive's AI device is an earpiece, saying a launch is expected by year-end 2026. - Business Insider

OpenAI, Anthropic, and DeepMind CEOs signed a letter urging Congress to mandate biosecurity screening of synthetic DNA orders to block AI-assisted bioweapons - Gizmodo

Altman to pitch US officials on public-private AI oversight after Trump's AI order - Bloomberg

At an enterprise event, Altman noted OpenAI's top internal token spender uses 100 billion tokens per month, up from 100,000 tokens per month 6.5 years ago, but said an external user has exceeded even that figure — which he called a personal "embarrassment." - Business Insider

OpenAI launches a warm, retro ad campaign for ChatGPT designed to soften public anxiety about artificial intelligence - The New York Times

A relentless race to the top: Can Anthropic hold on to its ethical founding principles as it strides to market with its most powerful and unnerving tool yet? - Financial Times

Google DeepMind CEO Demis Hassabis says AGI is likely by 2030, warning society has little time to prepare - Business Insider

Google releases Gemma 4 12B, an encoder-free multimodal model supporting image, audio and video that runs locally on 16 GB of RAM. - Google

Meta launches a business AI agent on WhatsApp, Instagram, and Messenger with one million businesses already using it before public launch. - The Wall Street Journal

Claw and order: Small-business owners deploy fleets of AI agents via OpenClaw to automate legal, financial, and client-communication tasks. - The New York Times

Gartner predicts 75% of non-US enterprises will need a digital sovereignty strategy by 2030, pushing CIOs toward local and private cloud deployments - TechRadar

A UN report projects AI data centers will consume 945 TWh of electricity by 2030 and a water volume equal to Sub-Saharan Africa's basic needs - TIME

Federal officials weigh breaking up PJM Interconnection as AI data centers strain the 13-state grid. - Bloomberg

European Commission asks households to cut peak electricity use as AI data centres strain grids, with Ireland's facilities consuming 22% of national power. - TNW | Artificial-Intelligence

AI data centers could consume 9% of US electricity by 2030, straining the aging power grid - Fast Company

Thirst-mover advantage? Not So Wonderful Kevin O’Leary refuses to shrink his 40,000-acre Utah data center project after legislators demanded a 75% reduction over water and air quality concerns - Business Insider

France has attracted €110 billion in AI investment pledges, but planning approvals and community opposition threaten Macron’s goal of making France Europe’s AI hub - Financial Times

Exodus: Resource constraints and politics could push AI infrastructure development to UAE, India, Africa, Brazil, creating new geopolitical and environmental risks, and challenging Silicon Valley's control. - Rest of World

SpaceX’s S-1 targets 100 gigawatts of orbital compute; a cost analysis finds space compute costs 4x more than terrestrial, with parity not expected until 2040 - SemiAnalysis

Conflict of interest you can see from space: 10 Trump administration officials report SpaceX or xAI stakes worth more than $9.9 million, raising conflict-of-interest concerns ahead of SpaceX’s IPO - Bloomberg

Fab famine: TSMC CEO warns global chip supply will fall short of AI-driven demand for years despite new US capacity. - Bloomberg

Nine US trade groups urged the Trump administration to address AI-driven memory chip shortages threatening automakers, medical device makers, and consumers - Bloomberg

Broadcom Q2 AI chip revenue rose 143% to $10.8B, but Q3 guidance of $16B missed the $17.2B estimate, sending shares down 12% - Reuters

Michael Burry says Nvidia AI spending is 'fugazi,' alleging billions in GPUs are hidden via complex off-balance-sheet financing. - Yahoo

big if true

Walmart engineer Mike Pfaffenberger built Code Puppy, a multi-model AI coding assistant harness routing across OpenAI, Google, and Anthropic to prevent vendor lock-in - Business Insider

Good boy, defeat that lock-in

Bezos backs Flourish at $2.5B valuation to build brain-inspired AI targeting 50-watt efficiency — a direct challenge to energy-hungry LLMs - WIRED

MiniMax value: Artificial Analysis has Minimax M3 as top-ranked MIT-licensed chat model, arena.ai has it a bit lower but in the mix with Kimi, GLM etc. - Artificial Analysis

MiniMax 3 has hit the arena.ai coding leaderboard at #7, behind Claude and ahead of OpenAI (which punches below its weight here), 1/10 the price in a strong challenge to the status quo.

AI-assisted ransomware now specifically targets backup infrastructure, leaving enterprises in a “dark, dead” state where standard recovery plans fail - theregister

Security firm Calif used Codex to find HTTP/2 Bomb, a DoS exploit that lets one PC exhaust 32GB of server memory in 20 seconds - The Hacker News

GPT-5.5 succeeded 7 of 10 times hacking a vulnerable app via a Firebase key in the APK, topping a $1,500 multi-LLM security benchmark - Kasra Rahjerdi

MIT study finds Waymo robotaxis drive empty 44% of miles, do not reduce traffic vs ride-hailing - Ars Technica

Uber is scaling back driver recruitment in Atlanta and Austin as robotaxis expand, with CEO Khosrowshahi saying existing drivers are busier and earning more - Business Insider

Former Tesla engineers say FSD misses emergency vehicles and pre-demo routes were manually annotated, contradicting Musk’s no-HD-maps claim - TechSpot

Amazon’s new Proteus warehouse robot takes plain-language orders from workers and navigates entire fulfillment centers; European rollout planned for early 2027 - The Verge

Shift Robotics offers free apartment cleaning for AI training footage; 250 slots sold out instantly, with plans to expand to cooking and plumbing - Business Insider

AI-generated resumes created “signal collapse” in hiring; companies are retreating to referrals as screening algorithms were found to discriminate against Black and Asian candidates - The Atlantic

AI agents succeed at professional tasks less than 5% of the time; tech giants citing AI for layoffs are largely “AI-washing,” researchers say - CBC

Former Google engineer Kelsey Hightower says AI is replacing coders who only code — not engineers who also shape product, architecture, and business decisions - Business Insider

AI coding tools reduce code-writing costs but raise complexity costs, making software design more important than before. - TNW | Artificial-Intelligence

Ted Chiang argues LLMs are sentence-completion engines, not conscious beings, and that treating them as sentient lets companies dodge accountability - The Atlantic

As AI gets better at fixing productivity problems, critics argue it mostly solves issues that tech companies themselves created - The Verge

Cleveland Clinic deployed an ambient AI scribe to 4,000 clinicians in 15 weeks, saving 14 minutes per doctor per day and restoring “joy” to patient care - Business Insider

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