Techmeme
July 29, 2026, 5:05 PM

Top News

Meta:
Meta reports Q2 revenue up 28% YoY to $60.8B and family daily active people up 3% to 3.6B on average for June 2026; META drops 6%+ after hours  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2026.  —  “AI is accelerating our core business today …
Microsoft:
Microsoft reports Q4 revenue up 18% YoY to $90B, net income up 31% to $35.8B, and Microsoft Cloud revenue up 27% to $59.3B; MSFT jumps 3%+ after hours  —  REDMOND, Wash. — July 29, 2026 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2026 …
Robb M. Stewart / Wall Street Journal:
Brookfield and NextEra partner to develop a $100B, 1.2GW+ AI data center campus at a former DOE uranium-enrichment site in Kentucky, set to open in 2032  —  The companies plan to develop a data center campus on the Energy Department's Paducah site in western Kentucky
Natalie Lung / Bloomberg:
DoorDash says the FAA granted it Part 135 air carrier certification to operate a drone delivery service and it plans to launch drone deliveries in the fall  —  DoorDash Inc. is building its own delivery drones and has gained the necessary approvals to operate them commercially …
Reuters:
Russia's FSB charges Telegram founder Pavel Durov with facilitating terrorist activities, including by Ukraine, and issues an international arrest warrant  —  Russia said on Wednesday it had charged Telegram founder Pavel Durov with facilitating terrorist activity, alleging …
Daniel Thomas / Financial Times:
X settles a long-running legal battle with the World Federation of Advertisers, ending a case that accused brands like Mars and Shell of illegally boycotting X  —  Billionaire had accused brands of organising an illegal boycott  —  Elon Musk's X has settled a long-running legal battle …
The Information:
Thinking Machines Lab co-founder Lilian Weng is returning to OpenAI after announcing earlier this week she was leaving TML over workload-related health concerns  —  Lilian Weng, a researcher who cofounded AI startup Thinking Machines Lab alongside former OpenAI Chief Technology Officer Mira Murati …
Financial Times:
Investors continue to dump chipmaker stocks on Wednesday following disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm 6.5%+, and AMD 6.5%+  —  South Korean chip giant misses analyst expectations but insists risk of memory oversupply remains ‘limited’
Jenny Lee / CNBC:
Harshita Mary Varghese / Reuters:
Lydia DePillis / New York Times:
OpenAI, Google, Meta, BlackRock, and others are recruiting electricians and carpenters by the thousands, with some of the highest pay the industry has ever seen  —  The future of artificial intelligence depends on finding more skilled humans for some very physical jobs.
Madhumita Murgia / Financial Times:
Sources: Google DeepMind has reassigned most of the AlphaFold papers' original authors over the past year; nearly a quarter of the full-time authors have left  —  Landmark project that solved protein folding gives way to a wider race to build AI systems for scientific discovery
Google:
Google launches its Lyria 3.5 music generation model in Google Flow Music, highlighting improved musicality, lyrics, vocal quality, and creative control  —  Our newest music generation model, Lyria 3.5, delivers significant advancements across musicality, lyrics, and vocal quality, empowering you to craft richer tracks.
Ina Fried / Axios:
OpenAI launches ChatGPT for Academic Researchers, giving 100K scientists, mathematicians, and engineers free access to its frontier models through 2027  —  OpenAI is launching a new program Wednesday that will provide 100,000 academic researchers with free access to its advanced AI models through 2027 …
Hannah Murphy / Financial Times:
Matthew Green / A Few Thoughts …:
Anthropic's cryptanalysis results on HAWK and AES show AI can now understand existing cryptanalysis results, turn them into new attacks, and even extend them  —  Yesterday Anthropic published two new cryptanalysis results, both outputs of Claude Mythos, their (still) unreleased advanced model.
@openai:
OpenAI releases an “early” version of its open-source Codex Security CLI for scanning repositories, verifying fixes, adding security checks to CI/CD, and more  —  We quietly released the open-source Codex Security CLI, but Hacker News found it before we had a chance to share it here... You can now use it to scan repositories, track findings across runs, verify fixes, and add security checks to CI/CD. This is an early release, and we're listening to your feedback as we continue improving it.
Bloomberg:
Sources: Moonshot AI hit a $35B valuation after closing a $3.5B round, exceeding its initial target of $1B to $2B, and plans a Hong Kong IPO as soon as 2026  —  Moonshot AI secured a $35 billion valuation after raising a larger-than-anticipated $3.5 billion in a just-closed round of financing …
Reuters:
GlobalFoundries says the US plans to award it $300M in CHIPS Act funding to bolster R&D of silicon photonics tech to power more efficient AI data centers  —  GlobalFoundries (GFS.O) said on Wednesday the U.S. government will award $300 million to the chipmaker to bolster research …
Financial Times:
GPTZero finds AI hallucinations in four PwC Middle East reports; GPTZero's prior investigations led EY and KPMG to retract reports with apparent hallucinations  —  Big Four consultant is latest firm found to have produced slapdash work while marketing expertise on the technology
Emma Roth / The Verge:
Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13%, and Xbox content and services revenue down 10%  —  Microsoft's cloud division revenue soared 27 percent to $59 billion. … Xbox is having yet another tough quarter, as revenue from content …
More: Bloomberg

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Niko Gallogly / New York Times:
Riley Moser / CBS News: