Jensen Huang said selling GPUs to China preserves CUDA dominance and defended Nvidia's strategy as the company reported roughly $100 billion in purchase commitments, projected about $250 billion, and sustained approximately 70% margins. - Don’t Worry About the Vase

NemoClaw reference stack uses NVIDIA OpenShell to run OpenClaw with a locally hosted NVIDIA Nemotron 3 Super 120B (~87 GB) on DGX Spark, enabling self‑hosted, always‑on agents with 30–90s response latency while keeping data local. - NVIDIA Technical Blog

AI chip startups raise record $8.3B to challenge Nvidia's dominance - CNBC

Cerebras filed a prospectus to go public after withdrawing a 2024 attempt, reporting 2024 revenue up 75% to $510 million and an annual profit of $238 million, while investor-customer G42 accounted for 87% of H1 2024 revenue. - The New York Times

Months-old Recursive Superintelligence raised $500 million at a $4 billion valuation, backed by Google's venture arm and Nvidia, and is developing self-teaching AI after being founded by former DeepMind and OpenAI engineers. - Financial Times

DeepSeek is in talks to raise at least $300 million at a $10 billion valuation, The Information reported, citing two people familiar with the matter, and has previously turned down multiple funding offers from China's leading VCs and tech giants. - Yahoo

CEO Dario Amodei met with senior White House officials Friday to discuss cooperation on cybersecurity, AI safety and restoring government trust after prior supply-chain risk concerns. - The Verge

Anthropic CEO Dario Amodei met White House Chief of Staff Susie Wiles as federal officials assess Mythos, which Anthropic says found thousands of vulnerabilities, while Anthropic and partners launched Project Glasswing to evaluate and patch flaws. - The Washington Post

The White House said Chief of Staff Susie Wiles and Anthropic CEO Dario Amodei held a "productive and constructive" meeting joined by Scott Bessent, with attendees saying "every department other than War wants to use Anthropic," signaling eased tensions. - Axios

Anthropic CEO Dario Amodei said, 'I don't want AI turned on our own people,' emphasized safety and governance around Claude Mythos, and cited repercussions from the company’s dispute with the Pentagon. - Financial Times

Anthropic launched Claude Design, a Claude Opus 4.7–powered visual-collaboration product in research preview for Pro, Max, Team and Enterprise subscribers, auto-building team design systems from code and files, supporting inputs, comments, and exporting to Canva, PPTX, PDF and HTML. - Anthropic

Anthropic's new Claude Opus 4.7 uses a new tokenizer that increases token usage about 1.0–1.35×, prompting user-reported regressions and social-media backlash; Anthropic has raised subscriber rate limits and is tuning the model and fixing bugs. - Business Insider

Shrinkflation for tokens: Measurements using Anthropic's token counter show Claude-opus-4-7 produces about 1.3-1.45x more tokens on English and code (chars/token fell), causing ~20-30% higher per-session costs and a small +5 percentage-point instruction-following gain. - Claude De Camp

Surge pricing: Reddit r/ClaudeAI power users say Anthropic's Opus 4.7 is a regression from prior releases, citing a new tokenizer that increases token usage by about 40% and an "adaptive thinking" routing feature allegedly sending queries to lower-cost reasoning paths. - Reddit

Opus 4.7 refuses many tasks as malware - Hacker News

Anthropic posts 429 software jobs while claiming AI can automate the coding profession - Gulte

OpenAI’s Kevin Weil, Bill Peebles and Srinivas Narayanan departed while the company pivots toward enterprise AI and a forthcoming superapp. - TechCrunch

Side quests canceled, Anthropic final boss fight time: OpenAI lost three senior executives—Kevin Weil, Bill Peebles and Srinivas Narayanan—as it consolidates research and products, cuts back 'side quests' and pivots toward B2B sales to boost profitability ahead of a planned IPO amid rising competition from Anthropic. - Business Insider

Advertisers report ChatGPT ad pilot CPMs fell from $60 at launch to as low as $25 after nine weeks, while OpenAI cut the minimum pilot spend from $250,000 to $50,000 and added a self-serve ads manager. - Digiday

OpenAI executive Chris Lehane warned negative public opinion and 'doomer' narratives are constraining AI's benefits, while a Pew poll found just 17% of US adults expect AI to have a positive impact over the next 20 years. - TechRadar

Elon Musk's lawsuit accusing OpenAI cofounder Sam Altman of abandoning the company's founding mission goes to trial in an Oakland federal court before a nine‑juror panel to determine whether OpenAI has strayed from that mission. - WIRED

Cursor is raising about $2 billion at a roughly $50 billion valuation from a16z, Thrive Capital and Nvidia after growing to $2 billion ARR in about three years and signing roughly 70% of the Fortune 1,000 as customers. - TNW | Artificial-Intelligence

Schematik, a "Cursor for hardware" tool to help write code and assemble electronics, has drawn Anthropic's interest after Samuel Beek reported blowing fuses following ChatGPT wiring advice, highlighting safety, verification and liability concerns for AI-assisted hardware tools. - WIRED

Vibe-coded games flood Steam - Techdirt

METR created a chart that measures the rapid development of large AI systems, which has drawn widespread attention across the industry. - The New York Times

Hyperscaler buildout vs past capital spending booms. - X

Applying Asimov's Three Laws shows current low-context guardrails for agentic AI are insufficient, prompting vendors to build metadata-based monitoring and urging human oversight with intent-based context translation to avoid hallucinations and governance failures. - SiliconANGLE

The agents are waking up, - Generative History

By their nature, AI models hallucinate and generate inconsistent answers—so why are they suddenly useful enough to get real work done? - The Wall Street Journal

AI deepfakes inundate American politics ahead of 2026 midterms - The American Prospect

Elon Musk urged the federal government to issue 'Universal High Income' checks to address AI-driven job losses, while BCG projects 10-15% (~17-25 million) of US jobs could be lost in five years and experts warned against relying solely on checks. - Business Insider

Zero understanding of how macro actually works

Defunct startups are selling internal Slack archives, emails and Jira tickets to AI labs as training data, with reported payouts from $10,000 to $100,000 and some deals fetching "hundreds of thousands", raising privacy and regulatory concerns. - Fast Company

From August 17, Atlassian will collect customer metadata by default unless you pay for the top tier - The Register

Google's Gemini Personal Intelligence can access a user's Google Photos with permission, and its Nano Banana 2 image model uses those photos to generate personalized AI images that preserve facial likeness, posture, and style across cinematic, fantasy, and other scenes. - TechRadar

Machine music slaps now: Research shows listeners often struggle to distinguish AI-generated from human-made music, while Suno says it reached $300 million in annual recurring revenue and two million paying subscribers as its prompt-based, voice-enabled tools enable rapid AI song creation. - Scientific American

Perfect AI-generated hair and makeup produces digitally perfected beauty standards that diverge from real-world possibilities. - Axios

“Elle Woods What, like AI is hard?” - AI haters are mad at Reese Witherspoon - BuzzFeed

BMJ Open study (Tiller et al., 2026) audited five public chatbots across 250 health prompts and found 49.6% of responses medically suboptimal, median citation completeness 40%, and significantly more highly problematic answers for open-ended prompts. - News-Medical

Couch to 5K, via Skynet: Whoop's screenless MG band includes an AI Coach that, after two months' testing, proactively analyzes continuous biometrics to deliver contextualized workout, recovery and sleep guidance; subscriptions cost $199–$359/year and Whoop says data are anonymized with opt-outs. - CNET

Supergemma4-26b-uncensored-gguf-v2 optimized for Apple Silicon hits 222 tokens/sec input - Hacker Noon

Follow the latest AI headlines via druce.ai on Bluesky