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Techmeme
July 30, 2026, 7:25 AM
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Top News

Microsoft:
Microsoft reports Q4 revenue up 18% YoY to $90.1B, above $87.62B est., and says 365 Copilot has 30M+ paid seats, up from 20M+ in Q3; MSFT jumps 7%+ pre-market  —  REDMOND, Wash. — July 29, 2026 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2026 …
Jordan Novet / CNBC:
Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, above 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time  —  Microsoft shares moved 8% higher in extended trading on Wednesday after the software maker disclosed strong fiscal fourth-quarter revenue …
Julie Bort / TechCrunch:
In Q4, Microsoft's Anthropic investment saw a $3.2B gain, while its OpenAI investment was marked down ~$600M but has generated a $5B gain on a full-year basis  —  When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked …
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%
Meta:
Meta reports Q2 revenue up 28% YoY to $60.8B, family DAP up 3% to 3.6B on average for June, and forecasts Q3 revenue below estimates; META drops 8%+ pre-market  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2026.
Sean Hollister / The Verge:
The FCC's ban on foreign “advanced robotic devices” includes any new ground-based, software-controlled wireless robot over 4.4 pounds, including robot vacuums  —  Did you hear it was just a ban on Chinese humanoid robots?  It's not. … But spying doesn't require legs — and neither does the FCC's robot ban.
Jenny Lee / CNBC:
Samsung reports Q2 revenue up 130% YoY to ~$118.1B, below ~$118.9B est., and operating profit up 1,814% to ~$61.46B, above ~$60.68B est., on robust AI demand  —  Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Reuters:
Qualcomm reports Q3 revenue down 4% YoY to $9.95B, forecasts Q4 profit below est., and expects revenue from Apple to fall faster; QCOM drops 7%+ pre-market  —  Qualcomm (QCOM.O) forecast fourth-quarter profit below Wall Street estimates on Wednesday, and said revenue from Apple (AAPL.O) …
Harshita Mary Varghese / Reuters:
Qualcomm says it has signed a 10-year deal to supply chips for BMW's future digital cockpit and advanced driver-assistance systems
Financial Times:
Sources: ex-OpenAI executive Leopold Aschenbrenner's Situational Awareness hedge fund has sought to raise capital after heavy losses during the recent AI rout  —  Hedge fund has held talks with existing investors and lenders in recent days  —  Situational Awareness, the $20bn hedge fund founded …
OpenAI:
OpenAI says using its Responses API harness with GPT-5.6 Sol tripled its ARC-AGI-3 score and used fewer tokens, after Sol with the official harness scored 7.8%  —  A sped-up video of GPT-5.6 Sol attempting to solve puzzles in the ARC-AGI-3 benchmark, with the official harness (left) …
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 …
Bloomberg:
Disney CEO Josh D'Amaro is leading a technological overhaul of Disney+ to close the gap with Netflix and YouTube, including new features like vertical videos  —  Streaming has been a drag on Disney's share price as subscriber growth stalled.  A tech overhaul and more foreign-language shows are in the cards.
Paresh Dave / Wired:
LinkedIn says it will keep GPU investment, compute, and storage capacity flat during FY 2027 after doubling GPU efficiency in the past six months  —  Despite the ongoing AI boom, LinkedIn is holding the line on compute spending.  Instead, it's challenging engineers to make every GPU count.
Financial Times:
An AI avatar of Brazil's jailed ex-president Jair Bolsonaro, who is banned from communicating publicly, is testing new AI rules ahead of Brazil's 2026 elections  —  Lawyers for former president insist he did not authorise the projection following legal challenge from leftwing groups
Dwarkesh Patel / Dwarkesh Podcast:
How compute could become over 10x costlier as AI capabilities and monetization outpace supply, and a look at the implications if Anthropic hits $1T in revenue  —  If a human-level software engineer that could run on an H100 equivalent, at current market rates for software engineers, that H100 should rent for over $250k a year.
K Oanh Ha / Bloomberg:
Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares  —  Globetrotters hunting for airfare bargains are in for a rude awakening: the days of stumbling across a cheap seat on a popular flight could soon disappear.
Bloomberg:
Innolight, China's leading maker of optical transceivers, closes 2% below its Hong Kong IPO price after raising ~$6.8B, the city's biggest listing since 2019  —  Zhongji Innolight Co. dropped in its Hong Kong trading debut after raising HK$53.4 billion ($6.8 billion) in the city's largest listing in seven years.

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From Mediagazer

Kayla Cobb / The Wrap:
AMC Global Media reports Q2 net revenue down 8.8% YoY to $547M, streaming revenue up 6% to $180M due to price hikes, and domestic ad revenue down 11% to $109M

Etan Vlessing / The Hollywood Reporter:
Sony's Crunchyroll partners with Starz for a streaming bundle offered through Prime Video for $16.99/month, a 23% discount to subscribing to both separately

Emma Madden / Wired:
Some journalists and novelists are adopting an “anti-AI” style with intentional typos and complex sentences, as publications are flooded with AI submissions

More News

Ryan Whitwam / Ars Technica:
Though Google's SynthID tech for watermarking AI images is hard to break, there will always be ways to create AI-generated content without any labeling
More: Ghacks.  X: @iethics, @arstechnica, and @steevebourdon.  Bluesky: @adamrose.  Forums: Ars OpenForum

Earlier Picks

Bill Peters / MarketWatch:
Robinhood reports Q2 revenue up 32% YoY to $1.31B, above $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% YoY to $100M
Google:
Google launches its Lyria 3.5 music generation model in Google Flow Music, highlighting improved musicality, lyrics, vocal quality, and creative control
Ina Fried / Axios:
OpenAI launches ChatGPT for Academic Researchers, giving 100K scientists, mathematicians, and engineers free access to its frontier models through 2027
Matthew Green / A Few Thoughts on Cryptographic Engineering:
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
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
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
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
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