OpenAI, Anthropic, AWS, Microsoft, and 100+ companies warn there is “a limited window” to prepare for AI-enabled cyberattacks and call for “collective action”  —  OpenAI, Anthropic, Amazon Web Services, Microsoft and more than 100 other companies warned Thursday …

A US judge blocks the Pentagon from blacklisting Anthropic, ruling that its designation as a supply-chain risk was “illegal and baseless”  —  A U.S. judge on Thursday blocked the Pentagon's blacklisting of Anthropic, the latest turn in the Claude maker's high-stakes fight with the military over AI safety on the battlefield.

Sources: Nvidia paused some deals with AI cloud providers in the revenue-sharing program it announced in July; Nvidia says the program is still in place  —  The company is rethinking the program less than two months after announcing it  —  Nvidia paused some deals in a new financing initiative …

Sources: Abu Dhabi's Sheikh Tahnoon and co-investors back an entity owning 49%, the largest stake, in the company behind the Trump family's planned crypto bank  —  The Emirati ‘spy sheikh’ backs a 49% stake in the entity behind the new World Liberty bank  —  The Abu Dhabi royal sometimes referred …

Sources: the Trump administration is weighing sweeping new tariffs on chips and other products like laptops and consoles, despite warnings from tech companies  —  The Trump administration is weighing a new round of sweeping tariffs on semiconductors, eight people familiar with discussions told POLITICO …

Alphabet agrees to pay £260M to settle a UK class action lawsuit claiming it levied “unfair” charges on software downloaded from the Google Play app store  —  Group's Google business was accused of overcharging developers who made software for the Google Play app store

Anthropic releases Model Hardware Standard, a framework to help AI agents use physical systems like microscopes, quantum computing hardware, and robot arms  —  The potential for AI to automate scientific research and manufacturing must be balanced with new risks, Anthropic says.

Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia's market cap, after its revenue guidance reassured investors that AI demand remains strong  —  Nvidia shares rose nearly 9% Thursday after the chip giant's revenue guidance reassured investors that artificial intelligence demand will remain strong.

Google launches Gemini Omni 1.1 Flash, which it says delivers studio-quality video production, including the ability to extend a scene, 4K upscaling, and more  —  Omni now delivers studio-quality video production, including the ability to extend a scene, first and last frame interpolation …

Sources: the FTC has been investigating whether YouTube broke consumer protection laws by violating its own policies when suspending accounts or banning content  —  The US Federal Trade Commission has been investigating whether Alphabet Inc.'s YouTube violated consumer protection laws …

Google adds Expert Intelligence to Gemini Notebook, letting users import eligible titles they own in Google Play Books to ask questions, generate podcasts, more  —  Gemini Notebook's new ‘Expert Intelligence’ feature pulls information from the books you've purchased.

Google launches a pilot of double-blind AI evaluations, keeping external evaluations in a cryptographic “box” to stop benchmark contamination and protect IP  —  Building trust in proprietary model benchmarks using cryptographically secure environments  —  Imagine a student is set to take a high-stakes exam.

Source: Nvidia plans an employee-funded political action committee called NVPAC, as it seeks to step up its efforts to influence US policy  —  Tech company Nvidia will start an employee-funded political action committee, a source familiar with the plans told Reuters, as the company seeks to step up its efforts to influence U.S. policy.

Salesforce stock closed up 22.6% on Thursday, its second-best day ever, after the company reported a beat on Q2 earnings and expanded its Anthropic partnership  —  Shares of Salesforce jumped 22% Thursday after the company reported a beat on second-quarter earnings and announced …

YouTube adds Amazon to its shopping affiliate program, enabling US creators to tag Amazon products in Shorts, longform videos, and livestreams  —  The retailer just finally joined YouTube Shopping's affiliate program.  —  YouTube has landed one of the biggest possible gets for its creator ecommerce platform.

Google announces new performance thresholds for Android apps, including memory-use limits, citing “significant hardware supply constraints” due to the AI boom  —  Google is making changes to its requirements for Android apps as developers face industry-wide memory chip shortages driven by the AI data center boom.

Sources: Meta internally projected that it could spend as much as $10B annually on Anthropic's AI models, even as Zuckerberg publicly criticized Anthropic  —  The social networking giant projected it could spend $10 billion annually on Anthropic's tools, illustrating the friend-foe relationships underlying the A.I. race.

Sources: Anthropic has been working on a plan to allow secondary stock sales in its IPO while also considering lockup periods longer than the standard 180 days  —  Anthropic has been working on a plan to let existing shareholders sell some stock in its blockbuster initial public offering …

Hugging Face unveils Microduck, a $400, 1.7lb, 10-inch-tall bipedal robot developed in part by Pollen Robotics and manufactured by Shenzhen-based Seeed Studio  —  Artificial intelligence platform Hugging Face Inc. unveiled a singing $400 bipedal robot that can be taught tricks …

Sources: Advent and Stripe are no longer pursuing a deal to acquire PayPal; the group offered to pay $60.50/share in July, valuing PayPal at $53B  —  A consortium of buyout firm Advent and payment processor Stripe has decided to abandon its pursuit of fintech pioneer PayPal Holdings Inc. …

Japan's Kioxia and Sandisk plan to spend $31B+ in Japan through 2032 to drive chip tech and expand production capacity, including an $11.3B Kitakami plant  —  Japan's Kioxia (285A.T) and U.S.-based Sandisk (SNDK.O) said on Thursday they planned to invest more than $31 billion in Japan through 2032 …

Internal memo: Meta's AI agent Hatch “has its own computer” to perform tasks, works when the app is closed, can connect to email, Instagram, OpenTable, and more  —  It can DJ.  It can order food.  It can book you a table at a restaurant.  And of course, it can access your Instagram.

BitGo agrees to buy NYDIG's institutional trading business and related assets, expanding BitGo's derivatives offerings; ~30 NYDIG employees are joining BitGo  —  The crypto infrastructure firm BitGo has agreed to buy the institutional trading business and related assets of NYDIG, CNBC has learned.

Uber says weekly AI agent requests have grown 9.4x since February, but total AI spending has stayed stable since April, after using up its 2026 AI budget in Q1  —  After burning through its IT budget in the first quarter of the year, Uber has now stabilized its AI bills even as usage surges, the company tells Axios.

CISA says that cyberattacks on critical US infrastructure targeted 100+ internet-exposed water and wastewater systems in July, largely attacking PLCs  —  U.S. cybersecurity agency CISA said it has observed cyberattacks targeting over 100 internet-exposed systems across the U.S. water and wastewater sector …

Workday reports Q2 revenue up 12.8% YoY to $2.65B vs. $2.63B est., and total subscription revenue backlog up 8% YoY to $27.4B, vs. $28.6B est.  —  Workday Inc., a maker of workplace management software, reported a measure of future sales that fell short of analysts' projections …

Sources: federal authorities prepare to charge a US serviceman and a KPMG employee with insider trading on prediction markets, as part of a new batch of cases  —  Charges could come this fall, part of a new batch of insider trading cases  —  Federal authorities are preparing charges …

YouTube and TikTok are yet to publicly acknowledge Meta's proposed changes under its AG settlement; some US lawmakers signal an appetite for industry-wide rules  —  Meta, the social media giant, agreed to change the way children interact with its apps.  That could be trouble if its competitors don't abide by the same rules.