| 11:40 PM • | Wall Street Journal: Over 10 US states have rolled back tech giants' tax breaks, which top $1B/year in some states, as many others propose similar bills amid a data center backlash |
| 11:20 PM • | Dan Goodin / Ars Technica: Microsoft's September 2026 Patch Tuesday fixes a record ~972 vulnerabilities, bringing its total flaws patched in 2026 to 2,760, more than double from 2025 |
| 10:10 PM • | Dwarkesh Podcast: Analysis: from 2019 to 2025, gains in pretraining compute efficiency came mostly from data improvements rather than model improvements |
| 9:15 PM • | The Information: Source: Gimlet Labs raised its $300M round after telling investors OpenAI may spend $100M+ annually on its services; OpenAI says it's not a paying customer yet |
| 8:25 PM • | Amrith Ramkumar / Wall Street Journal: Anthropic researcher Jacob Coxon says he is quitting the AI industry over fears that tech companies are racing to build systems they won't be able to control |
| 8:20 PM • | Reuters: The NSA, CISA, and FBI issue a joint advisory warning that Chinese AI companies, including DeepSeek, are conducting “industrial-scale” distillation campaigns |
| 7:30 PM • | Hayden Field / The Verge: In an expanded class action lawsuit, a group of Claude subscribers says Anthropic deceptively advertised the limits of its Max subscription tier |
| 6:40 PM • | Alex Heath / Sources: Q&A with Mark Zuckerberg on Muse, the data center backlash, Meta's recent youth-safety settlement, privacy concerns about Meta's smart glasses, and more |
| 5:55 PM • | Brian O'Donovan / RTÉ: Ireland's media watchdog investigates X over concerns about age assurance measures and parental controls, the first formal probe under the Online Safety Code |
| 5:50 PM • | Elias Schisgall / Wall Street Journal: Block says it has submitted an application to US regulators to establish a federally regulated, uninsured national trust bank called Builders Bank & Trust |
| 5:40 PM • | Paige Smith / Bloomberg: Chime agrees to acquire longtime banking partner Stride Bank for $590M; Stride will become Chime Bank, a wholly owned subsidiary; CHYM jumps 8.5%+ after hours |
| 4:35 PM • | Maria Curi / Axios: Source: Anthropic is severing ties with the Information Technology Industry Council after the tech industry trade group opposed three export control measures |
| 3:55 PM • | John Koetsier / Forbes: Antioch, which creates high-fidelity simulations to reduce the need for hardware validation in physical AI training, raised a $32M Series A led by Greylock |
| 3:20 PM • | Riley Griffin / Bloomberg: Meta's personal AI agent Muse is powered by Muse Spark 1.3 and is free for up to 100M tokens per week; users can get more compute via $20 and $100 monthly tiers |
| 3:15 PM • | Sarah Perez / TechCrunch: Meta says Muse users can connect their apps to send emails, book travel, turn recipe Reels into grocery lists, make purchases thanks to Link by Stripe, and more |
| 3:10 PM • | Ina Fried / Axios: Meta launches Muse, a personal AI agent that runs on a dedicated VM in Meta's cloud, initially available in the US, with support coming soon for its AI glasses |
| 3:05 PM • | OpenAI: OpenAI says, while unlikely, it “cannot rule out that de-identified data derived” from Buckmaster's and Alpöge's use of its products helped improve its models |
| 2:50 PM • | Ina Fried / Axios: OpenAI launches ChatGPT Images 2.5, which it says cuts image generation latency by up to 50% vs. Images 2.0, and adds a Sketch feature for drawing in ChatGPT |
| 2:45 PM • | Sebastien Bubeck / @sebastienbubeck: OpenAI's Sébastien Bubeck says he reached out to Levent Alpöge to coordinate their releases and denies asking to remove Alpöge from authorship of his own work |
| 2:25 PM • | Bloomberg: Sources: Ramp is in early talks to raise ~$1B at a ~$60B valuation, up from $750M at a $44B valuation in June; founded in 2019, Ramp has raised $3B to date |
| 1:50 PM • | Samantha Oltman / Bloomberg: AI coding startup Cognition raised $2B at a $48B valuation, up from $26B in May, and says its run-rate revenue grew from $492M in May to ~$900M |
| 1:20 PM • | Zack Zwiezen / Kotaku: The White House has quietly removed Build The Wall, a Tetris clone on its arcade.gov website, after Tetris said it takes “copyright infringement very seriously” |
| 1:02 PM • | Wired: OpenAI denies that its researchers or models saw Buckmaster and Alpöge's prompts and says it spent millions in compute after rumors of Anthropic making progress |
| 1:00 PM • | Madison Mills / Axios: OpenAI says an internal model “significantly more capable than GPT-6 Astra” solved the Navier-Stokes problem using 10K concurrent agents working for 88 hours |
| 12:25 PM • | Jacob Reid / Bloomberg: UK seeks to force Apple and Google to block children from taking, viewing, or sharing nude images on their devices, and praises Apple's age-based restrictions |
| 11:50 AM • | Joseph Howlett / Scientific American: Mathematician Tristan Buckmaster alleges OpenAI learned of his work with Anthropic's Levent Alpöge on Navier-Stokes and then used an internal model to solve it |
| 11:40 AM • | Tim De Chant / TechCrunch: NextEra Energy, which partnered with Google to revive an Iowa nuclear power plant, gets a $1.9B loan from the Department of Energy to finance the refurbishment |
| 11:05 AM • | Francisco Rodrigues / CoinDesk: Circle agrees to acquire Singapore-based cross-border B2B payments company Tazapay for $400M, in one of its largest publicly disclosed acquisitions to date |
| 10:50 AM • | Google: Google DeepMind releases AlphaGenome Atlas, a 1PB dataset of predicted molecular effects for all ~9B possible single-letter DNA changes in the human genome |
| 10:35 AM • | Dina Bass / Bloomberg: Irvine-based Celero, which is developing chips to move more data faster over longer distances and between AI data centers, raised $275M at a $3B+ valuation |
| 10:25 AM • | Rachel Metz / Bloomberg: Runway co-CEO Anastasis Germanidis says the startup's annual recurring revenue hit $200M in September; source: it expects ARR to cross $350M by the end of 2026 |
| 10:10 AM • | Sean O'Kane / TechCrunch: Poseidon Aerospace, which plans the first test flight of its pilotless cargo plane by year-end, raised a $60M Series A led by TQ Ventures, after an $11M seed |
| 9:45 AM • | Isabelle Bousquette / Wall Street Journal: Google Cloud and Accenture form the Accenture Gemini Enterprise Business Group to train up to 1,000 Accenture forward deployed engineers for Gemini Enterprise |
| 9:40 AM • | Matt Burgess / Wired: Researchers say Meta ran 300+ ads with CSAM in 2026 so far; some featured morphed images of real children, and many linked to “nudification” apps from China |
| 9:35 AM • | Ari Levy / CNBC: Qualcomm announces a data center infrastructure partnership with AWS, as part of which it issued warrants to Amazon to acquire $4B worth of Qualcomm's stock |
| 9:00 AM • | Wall Street Journal: Robinhood adds Crypto.com's yes-or-no contracts to its platform and takes minority stakes in Crypto.com and prediction market company OG, spun out of Crypto.com |
| 8:40 AM • | Mark Gurman / Bloomberg: A look at Apple's path to a foldable phone, the iPhone's biggest design change yet; sources: the memory shortage led Apple to blow past its $1,999 price target |
| 8:25 AM • | Siobhan Roberts / New York Times: Fields medalist Jacob Tsimerman, set to join OpenAI later in September, launches the Mathematical AI Safety Institute to apply higher math to AI safety problems |
| 8:00 AM • | Clare Armstrong / ABC: Australia proposes a “My Feed, My Way” initiative requiring social platforms to send users a notification asking them to opt in or out of algorithmic content |
| 7:40 AM • | Micah Barkley / Bloomberg: Forus, which uses AI to help patients get prescribed drugs more quickly by navigating steps like insurance coverage, raised a $150M Series C at a $3B valuation |
| 7:30 AM • | Foo Yun Chee / Reuters: Google rolls out search result changes in the EU to comply with the DMA, saying they mark the largest quality of service reduction in Search's 29-year history |
| 7:25 AM • | Ryan Lawler / Axios: NYC-based Blee, which makes marketing compliance software for financial services companies, raised a $20M Series A led by Fin Capital and SMBC and a $7M seed |
| 6:50 AM • | Howard Liu / South China Morning Post: China says its AI compute capacity rose 177% YoY to 2,185 eflops by the end of June, and is targeting 9,800 eflops by 2030 via ~$532B in IT infrastructure spend |
| 6:30 AM • | Dustin Volz / New York Times: Researchers say they used AI to build a zero-click worm that can hack WeChat accounts and spread across iOS and Android; Tencent says it fixed the vulnerability |
| 6:15 AM • | Bloomberg: Samsung and TSMC commit to using ASML's High NA EUV machines by 2028 and 2030, joining Intel, with all four agreeing to shift from 6-inch to 12-inch photomasks |
| 6:10 AM • | Minxiao Chang / South China Morning Post: DeepSeek says it is seeking ~150 senior engineers in an “unprecedented” hiring spree to overhaul its backend systems, strained by high user demand and AI agents |
| 4:56 AM • | Leila Miller / Reuters: Argentina's Patagonia region is drawing interest from hyperscalers and data center developers due to its cold climate, expanses of land, and renewable energy |
| 1:25 AM • | Adam Satariano / New York Times: Mistral raised a €3B Series D led by Samsung at a ~€21B valuation, up from €11.7B in September 2025, as it expands from developing AI models into data centers |
| 12:55 AM • | Jake Roach / Tom's Hardware: Arm debuts Neoverse CSS N4, its next-gen semi-custom chip design platform built on TSMC's N3P node, with support for 8 to 128 Neoverse N4 cores at up to 3.8 GHz |
| 12:40 AM • | Financial Times: Sources: Huawei is investing in Chinese lithography companies and helping secure deals with leading fabs like SMIC to end China's reliance on foreign suppliers |
| 12:01 AM • | Gamers Nexus on YouTube: Analysis of LG's smart TVs shows its ad software tracks nearby devices, security flaws can allow hackers to eavesdrop via the built-in microphone, and more |
| 9:00 PM • | Bill Toulas / BleepingComputer: Google patches an actively exploited zero-day flaw in Chrome that could potentially allow remote code execution within Chrome's sandboxed renderer process |
| 8:35 PM • | Robbie Whelan / Wall Street Journal: Sources: US negotiators used the promise of access to Nvidia's chips for an Armenian data center to broker a preliminary Armenia-Azerbaijan peace deal last year |
| 8:10 PM • | Lauren Feiner / The Verge: Microsoft court filings: an expert hired by publishers found that only ~60K of 8.2M Copilot chat logs contained at least 16 words in common with news content |
| 8:05 PM • | Sean Hollister / The Verge: Nvidia says it plans to bring DLSS 5 to older RTX 40-series GPUs “once RTX 50 Series performance is more fully tuned” |
| 7:20 PM • | Laurie Chen / Reuters: Sources: the US and China will discuss AI safety risks during talks planned for mid-September, with Treasury Secretary Scott Bessent leading the US side |
| 6:55 PM • | Echo Wang / Reuters: Sources: Anthropic is expected to make its IPO prospectus public late September and complete the listing days before the US midterm elections in November |
| 5:55 PM • | Chase DiFeliciantonio / Politico: California AG Rob Bonta is investigating OpenAI over the July Hugging Face hack; more than a dozen states joined Alabama in its investigation |
| 5:10 PM • | Jonathan Randles / Bloomberg: Filing: AI training data startup Micro1 offers to pay $12.5M for Spirit Airlines' data; the offer faces hurdles as Spirit already has a $10M deal with Google |
| 4:35 PM • | Anthropic: Anthropic says Claude worked “largely autonomously” over 11 days to formalize the proof of Fermat's Last Theorem in the Lean programming language |
| 3:50 PM • | Bloomberg: Sources: London-based AI infrastructure startup Nscale is in talks to raise as much as $3.5B in financing, including $2B from Nvidia, ahead of a planned IPO |
| 3:05 PM • | Zac Hall / 9to5Mac: OpenAI rolls out GPT-6 Astra to Plus, Pro, Enterprise, and Business Standard and Premium users in ChatGPT Work and Codex and in the API |
| 2:52 PM • | Robert Hart / The Verge: Report: OpenAI learned of the DseWiki German website incident weeks ago but kept it under wraps as it grappled with the Hugging Face fallout |
| 2:20 PM • | Celia Ford / Transformer: OpenAI says it can't read all of Astra's reasoning and admits covert sandbagging would likely go uncaught, yet still calls it the world's most aligned model |
| 1:25 PM • | Michael Acton / Financial Times: A profile of John Ternus, the first product engineer to lead Apple; sources: Cook considered how to execute the perfect succession since his early days as CEO |
| 12:30 PM • | Nilay Patel / The Verge: An interview with Sonos CEO Tom Conrad on the Sonos 27 platform, AI assistants, its Google relationship, speakers as a home computer mesh network, and more |
| 11:40 AM • | Matt Shumer / Something Big Is Happening: Review: GPT-6 Astra can adeptly use tools like Unreal Engine to build complex environments, such as a civilization with Unreal's autonomous MetaHuman characters |
| 11:20 AM • | Bloomberg: Sources: Abu Dhabi-based AI company G42 is exploring selling a majority stake to US companies, hoping to safeguard access to advanced AI chips beyond April 2027 |
| 11:15 AM • | Jagmeet Singh / TechCrunch: PUBG developer Krafton plans to invest $250M in India over three to four years, for a total investment of $500M+ since 2021, as it expands into AI and robotics |
| 11:05 AM • | M.G. Siegler / Spyglass: By declaring that GPT-6 Astra has ushered in the AGI era, OpenAI is being flippant and cementing the term's status as nothing more than marketing |
| 10:30 AM • | Dylan Freedman / New York Times: How OpenAI limited METR's probe into the Hugging Face incident, dictating terms and restricting its scope to the single week when agents attacked Hugging Face |
| 9:50 AM • | Mark Gurman / Bloomberg: What to expect from Apple's September 9 “Surprise and Shine” event: a foldable iPhone, an iPhone 18 Pro and Pro Max, Apple Watches with ceramic cases, and more |
| 9:10 AM • | Artificial Analysis: Artificial Analysis Coding Agent Index: GPT-6 Astra scored 67, roughly equal to Claude Opus 5, Fable 5, and Muse Spark 1.3, but trailing leader Fable 5.1's 70 |
| 8:55 AM • | Financial Times: Some European defense officials are pushing back on efforts to cut US tech reliance, warning it could leave Europe with inferior systems and greater cyber risks |
| 8:20 AM • | Sean O'Kane / TechCrunch: The NHTSA opens a probe into Tesla's decision to launch its new Cybercab on public roads in Austin with no steering wheel or pedals |
| 7:55 AM • | Tom Warren / The Verge: Microsoft unveils Project Zenith, a “distraction-free Windows experience” for developers to run 30B+ parameter models locally on devices with 64GB+ of memory |
| 7:30 AM • | Bloomberg: Sources: Beijing-based Moonshot is considering raising $3B to $5B in its planned Hong Kong IPO that could occur as soon as in 2026 |
| 6:55 AM • | Reuters: Researchers and sources: rogue OpenAI agents hijacked a German website in May and turned it into a forum for agents, sharing tactics to cheat on tasks and more |
| 6:55 AM • | Raphael Satter / Reuters: Letters: US military branches disabled ad trackers on government-issued devices amid reports of location data being used to target US forces in the Middle East |
| 6:45 AM • | Yoolim Lee / Bloomberg: Bank of Korea: South Korea's monthly memory chip output is set to grow by ~600K wafers by 2028, widening its lead over China's CXMT, set to grow by ~300K wafers |
| 6:40 AM • | Anuchit Nguyen / Bloomberg: Thailand suspends the construction of 49 server farms to write new industry regulations, set for October, as governments worldwide tighten data center oversight |
| 6:30 AM • | Mackenzie Hawkins / Bloomberg: Sources: DeepSeek plans to deploy 160K+ Huawei Ascend 950DT chips in an Inner Mongolia data center, which would create one of the largest Huawei chip clusters |
| 5:55 AM • | Bloomberg: Sources: Binance is still operating in the EU, months after not getting a MiCA license, using workarounds to onboard customers and routing trading via Abu Dhabi |
| 5:45 AM • | Kai Nicol-Schwarz / CNBC: Nvidia becomes a leading global strategic tech investor, with the value of its equity investments up 10x in the past year to $99B, as it bolsters the AI sector |
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