Anthropic’s Mythos and Fable became unavailable to users outside Europe earlier in 2024, prompting European investors and founders at TechBBQ to refocus on whether Europe should control the AI models and infrastructure rather than renting power from the U.S. and China.
Aug 29, 2026 ·
TechCrunch
Vijay Pande says his new firm VZVC is designed to make only a handful of concentrated bets per year (not dozens) after previously managing close to $4 billion at a16z.
Aug 29, 2026 ·TechCrunch
Alphabet says Google Search AI features have reached more than 1 billion monthly active users through AI Mode and are driving an incremental increase in overall Search queries, alongside 2Q Google Search & other advertising revenue rising 17% YoY to $63.3 billion.
Aug 29, 2026 ·
Yahoo Finance
Nvidia reported $96.2B in total revenue in Q2 fiscal 2027, up 106% year over year, with adjusted earnings up 120% to $2.22 per share.
Aug 29, 2026 ·Yahoo Finance
Workday’s Q2 revenue rose 12.8% to $2.65B and adjusted EPS was $2.75, both beating expectations as AI accounted for 25% of new contract value and subscriptions rose 13.9%.
Aug 29, 2026 ·Yahoo Finance
Meta’s code-named Project OT (Organization Transformation) to shift to an “AI native” model would have cut teams by as much as 60%, but Zuckerberg pulled back on May 19—leading Meta to do about 8,000 layoffs (~10% of its ~79,000 workforce) and cancel the planned November wave.
Aug 29, 2026 ·Yahoo Finance
CrowStrike reported revenue of $1.47 billion, up 26%, and net new annual recurring revenue hit a record $333 million, up 51%, as the stock jumped more than 20% after the results.
Aug 29, 2026 ·Yahoo Finance
OpenAI plans to cut Cursor off from its models on November 12, 2026, and will stop providing future OpenAI models to Cursor after that date unless Cursor terminates earlier.
Aug 29, 2026 ·
Engadget
AWS reported a record $496 billion order backlog as of Q2 FY26, supporting a brighter outlook as Amazon also works to improve efficiency and margins.
Aug 29, 2026 ·Yahoo Finance
Nvidia is shifting its AI advantage toward the full data-center system around GPUs as AI compute moves toward gigawatt scale and data orchestration becomes a key bottleneck, even as hyperscalers’ own chips increase GPU competition.
Aug 29, 2026 ·TechCrunch
EDM producers Max “H4RRIS” Harris and Nihil Young say Suno-fueled AI music is being used to remix copyrighted songs and are using visual and audio tells (like vocal stuttering and other artifacts) to call out tracks they believe aren’t human-made.
Aug 29, 2026 ·
The Verge
CME Group plans to launch Oct. 5 futures contracts tied to the hourly rental cost benchmarks for Nvidia H100 and B200 GPUs, settling against Silicon Data benchmarks for GPU-hour prices of about $2.68 (H100) and $5.66 (B200).
Aug 29, 2026 ·Yahoo Finance
Nvidia is up 7% since its second-quarter earnings report as revenue jumped 106% year over year for a fourth straight quarter of acceleration, and the company expects about 70% revenue growth next fiscal year (capped by supply).
Aug 29, 2026 ·Yahoo Finance
Comulytic Note Pro AI Voice Recorder packs a 45-hour continuous battery life and 64GB of storage into a credit-card-sized device, and delivers over 98% speech-to-text accuracy in testing straight out of the box (with accuracy reportedly worsening after adding a voice profile).
Aug 29, 2026 ·
ZDNet
xAI-driven revenue at SpaceX rose from $818 million in Q2 last year to $2.56 billion this Q2 (+213%), while Alphabet’s Google Cloud revenue grew 82% year over year to $24.8 billion in Q2 and produced $8.8 billion in operating profit.
Aug 29, 2026 ·Yahoo Finance
Software now accounts for about 43% of Research Solutions Inc. (NASDAQ:RSSS) revenue, with platform gross margins exceeding 85%, trailing-12-month EBITDA at $6 million, and more than $12 million in cash with no debt.
Aug 29, 2026 ·Yahoo Finance
Alibaba priced a HK$80 billion (about $10.2 billion) placement of 710 million new shares to fund its AI buildout, after which shares fell on dilution fears before Chairman Joe Tsai and CEO Eddie Wu began buying the stock themselves.
Aug 29, 2026 ·Yahoo Finance
Salesforce shares jumped 22.6% on Aug. 27 after quarterly revenue rose 11% to $11.3B, free cash flow climbed 81% to $1.1B, and Agentforce and Data 360 ARR nearly reached $3.9B (up 210%+ YoY, with Agentforce ARR exceeding $1.5B).
Aug 29, 2026 ·Yahoo Finance
IREN reported $4 billion of contracted ARR for calendar 2026 capacity, with only $1 billion classified as operating as of August 26, while fiscal 2026 GAAP revenue totaled $707 million.
Aug 29, 2026 ·Yahoo Finance
Anthropic agreed to spend roughly $45 billion over six years renting about 460 megawatts of AI computing power from Nscale’s West Virginia data center, aligning with Nvidia’s Vera Rubin systems coming online in late 2027.
Aug 29, 2026 ·Yahoo Finance
