Techmeme
August 7, 2026, 9:45 PM

Top News

Axios:
OpenAI says it has expanded safety testing around its upcoming model Astra as it “cannot rule out” critical cyber capabilities, potentially delaying its launch  —  OpenAI “cannot rule out” that its upcoming model Astra has"critical" cyber capabilities, a designation that has prompted …
The Information:
Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds  —  Nvidia has agreed to invest $2 billion into Lancium, the power infrastructure developer behind the OpenAI and Oracle AI campus in Texas …
Jasper Goodman / Politico:
The Clarity Act faces uncertainty after Senate Republicans delayed a vote until after their August recess, pushing it to September, just weeks before midterms  —  The cryptocurrency industry's top Washington priority has run into a stinging setback in the U.S. Senate.
Black Hat on YouTube:
At Black Hat, OpenAI reconstructs the OpenAI-Hugging Face incident and examines its implications for AI security, cyber resilience, and alignment  —  The ‘Breaking’ News: The OpenAI-Hugging Face Incident - A Technical Reconstruction and Its Implications for AI When AI Goes Rogue.
Anthropic:
Anthropic updates Claude Fable 5's biology safeguards to reduce false positives, cutting biology-related “fallbacks” by ~85% in testing across product surfaces  —  We're making updates to Claude Fable 5's biology safeguards in a way that substantially reduces false positives.
Allie Garfinkle / Fortune:
Livestream shopping app Whatnot raised a $545M Series G led by Iconiq, Lightspeed, and Avra at a $20B valuation, up from an $11.5B valuation in October 2025  —  Whatnot, started in a Funko Pop-flooded rental house, is now a $20 billion company.  —  The live commerce platform exclusively told Fortune …
Reuters:
The US Treasury sanctions Dubai-based unlicensed crypto exchange Shelbit, alleging it processed millions in crypto for IRGC and other Iran-linked groups  —  The United States on Friday sanctioned an unlicensed multi-state cryptocurrency exchange, alleging it processed millions of dollars …
Arriana McLymore / Reuters:
Retailers are updating their websites to rank highly in chatbot results, while making sure purchases are done on their own sites to collect customer data  —  As shoppers increasingly turn to ChatGPT and Google's Gemini for product recommendations, retailers are racing to appear in chatbot results …
More: PYMNTS and Finimize
SemiAnalysis:
Analysis: SpaceX is on track to build ~10 GW of compute capacity by 2027's end, with 6 GW-8 GW in 2027 alone, which could drive $300B in annual revenue run-rate  —  Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Triple-Digits
Yoolim Lee / Bloomberg:
SK Hynix plans a $38B chipmaking expansion in South Korea, including building a ~$24.7B DRAM facility in Yongin and a ~$13.3B NAND fabrication plant in Cheongju  —  SK Hynix Inc. plans a 54 trillion won ($38 billion) expansion of its chipmaking facilities in South Korea, the memory chip maker said in a statement Friday.
Financial Times:
Sources: ByteDance is pretraining an AI model with up to 10T parameters, roughly 3x larger than Kimi K3 and larger than the 8T estimate for Anthropic's Mythos 5  —  TikTok owner training a model three times larger than Moonshot's Kimi K3  —  ByteDance is training an AI model that could approach …
Stevie Bonifield / The Verge:
Microsoft plans to end support for Manifest V2 extensions in Edge starting this month, following Google Chrome, and for enterprise users in early 2027  —  Microsoft's plan for Edge means that uBlock Origin users are losing one of their browser options.
Bailey Lipschultz / Bloomberg:
Sources: data center operator Switch filed confidentially for a US IPO, and a listing could take place as soon as November; Ben Horowitz is joining its board  —  Switch Inc. filed confidentially for a US IPO, according to people familiar with the matter, joining its data center peers …
More: Reuters
Marcus Mendes / 9to5Mac:
Anthropic announces a feature that allows different Claude Code sessions to message each other with updates and other information, available on macOS and Linux  —  Users running the latest version of Claude Code on macOS and Linux can now have their sessions message each other to share findings, ask questions, and coordinate work.
Wall Street Journal:
Sources: Situational Awareness invested $500M, including $400M this week, into Source Foundry, a startup that plans to develop new AI chip manufacturing tools  —  Investment marks the latest known private-company bet by Situational Awareness after quick sale of its stock portfolio.
SemiAnalysis:
Analysis: Google DeepMind has lost frontier-model momentum amid leadership and RL talent departures, with Google Cloud emerging as a winner with more compute  —  GCP YoY rev growth >100%, DeepMind's long term failure is Google Cloud's short term gain  —  On Wednesday, August 5th …

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