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August 4, 2026, 10:25 AM
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Mediagazer
memeorandum
WeSmirchTop News
| OpenAI: |
OpenAI disputes Apple's account of pre-lawsuit communications, rejects claims that ex-employees used confidential info, shares iMessages and emails, and more — Apple is one of the greatest companies of all time, and built a reputation for obsessing over the smallest details.
More: The Verge, TechCrunch, Quartz, Engadget, AppleInsider, Tom's Hardware, Ars Technica, PC Gamer, Forbes, Spyglass, Fortune, 9to5Mac, and RuntimeWire
X: @openainewsroom, @firstadopter, @kr00ney, @patrickmoorhead, @scobleizer, @brianroemmele, @kimmonismus, @tekbog, @apples_jimmy, @jamestitcomb, @suchenzang, @ai_for_success, @alexeheath, @theo, @bengeskin, @prajdabre, @zackkorman, @paularambles, @leakerapple, @neilcybart, and @pitdesi
Bluesky: @carlquintanilla and @timkellogg.me
Forums: Hacker News, r/technology, r/apple, r/BetterOffline, r/OpenAI, r/OpenAI, and r/singularity
| Reuters: |
Filing: Apple asks a US judge for a preliminary injunction barring two former staff and OpenAI from accessing, acquiring, using, or disclosing confidential info — Apple on Monday asked a U.S. judge for a preliminary injunction barring two former employees and OpenAI from accessing …
More: 9to5Mac, AppleInsider, MacRumors, Business Today, Financial Express, Telegraph, Business Insider, Benzinga, Livemint, Moneycontrol, Digital Trends, Digit, The Economic Times, The Decoder, and MacTech.com. Forums: MacRumors Forums
| Reuters: |
Bending Spoons agrees to acquire Airtable in an all-cash deal valuing the US software company at $1.285B, set to close by 2026's end, its first post-IPO deal — Bending Spoons (BSP.O) has agreed to buy Airtable in an all-cash deal valuing the U.S. software firm at $1.285 billion …
More: TechCrunch, Silicon Republic, The Information, Business Wire, Bloomberg, Sifted, Benzinga, Quartz, and Telecompaper
X: @bryce, @jaredsleeper, @itfchelp, @beffjezos, @matsonj, @harrystebbings, @p_bonnet, @restructuring__, @toddsaunders, @quinnypig, @denehyxxl, @mikey_starts, @gergelyorosz, @keshavtrehan, @quxiaoyin, @trace_cohen, @austen, @nrmehta, @sebjohnsonuk, @deedydas, @fedesimio, @gulimoreno, @lylo, @gergelyorosz, @elie2222, @pitdesi, @averyalchek, @itsurboyevan, and @arthaud_. LinkedIn: Marco Filocamo. Bluesky: @anildash.com
| Marcus Mendes / 9to5Mac: |
Apple says it “briefly removed Telegram from the App Store” over CSAM on Monday, restoring it after Telegram “promptly removed the content and banned the user” — Update: 11:00 p.m. ET: In a statement to 9to5Mac, Apple said: — “We briefly removed Telegram …
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X: @telegram, @telegram, @timsweeneyepic, @markgurman, @theo, @timsweeneyepic, @taylorlorenz, @autismcapital, @oliviasolon, and @timsweeneyepic. Forums: r/apple
| Alexandra Alper / Reuters: |
Sources: the FCC is drafting a restriction on US imports of new models of Chinese data center optical transceivers, set to take effect upon publication in 2026 — The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components …
More: The Information, Bloomberg Law, Barron's Online, ZeroHedge News, The Asia Business Daily, Seoul Economic Daily, Robotics & Automation News, CryptoPotato, and SupplyChainBrain
X: @loyndsview, @aschmitt, @rennyzucker, @jukan05, @aleabitoreddit, @zephyr_z9, and @jukan05
Forums: r/wallstreetbets, r/worldnews, r/StockMarket, and r/hardware
| Bloomberg: |
Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta Infra, which says the deal is for six years — Anthropic PBC has struck a $10 billion deal for computing capacity from a months-old infrastructure startup …
More: ZeroHedge News, TheEnergyMag, crypto.news, Blockonomi, and Startup.eu
| Nikkei Asia: |
Sources: HP, Asus, and Acer have started using small amounts of DRAM chips from CXMT in their laptops for non-US markets, amid an unprecedented memory shortage — TAIPEI — Leading PC makers HP, Asus and Acer have started to use small amounts of chips from China's ChangXin Memory Technologies amid …
More: The Information, Benzinga, Tom's Hardware, Seoul Economic Daily, and Blockonomi
Forums: r/technology and r/StockMarket
| New York Times: |
Sources: the US is focused on promoting US AI models to be more competitive, after officials considered taking a more interventionist approach to open-source AI — The Trump administration has struggled over how to approach to “open source” models, which are freely available to download and favored by Chinese companies.
More: Blaze Media and Motley Fool
| Maria Curi / Axios: |
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Bluesky: @seniormcgeezer, @ericjgeller.com, and @karlbode.com
| Samantha Subin / CNBC: |
Palantir reports Q2 revenue up 93% YoY to $1.94B, above $1.8B est., US commercial revenue up 149% YoY to $764M, and lifts FY26 revenue guidance; PLTR jumps 20%+ — Palantir topped second-quarter earnings estimates on Monday and said commercial revenue more than doubled from a year ago.
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X: @jimcramer, @stocksavvyshay, @corytv, @economyapp, @beth_kindig, @stocksavvyshay, @stocksavvyshay, @chadwahl, @palantirtech, and @stocksavvyshay. Bluesky: @wittywebhandle
| Sankalp Phartiyal / Bloomberg: |
Source: Apple passed $10B in annual sales in India for the first time in FY 2026, up from $9B in 2024-25 and $6B in 2022-23, as it expands its retail footprint — Apple Inc. exceeded $10 billion in annual sales in India for the first time last fiscal year, underscoring surging demand … | The Texas Tribune: |
Texas halts approval of data center grid connections until audits are performed; projects representing 474+ GW are in the queue, over 5x the grid's peak demand — On Monday, the governor ordered the Public Utility Commission of Texas and the Electric Reliability Council of Texas to audit … | Bloomberg: |
In a rare interview, Huawei's top chip scientist, Liao Heng, warns of the looming physical limits Western chipmakers face and lauds Huawei's Tau Scaling Law — Huawei Technologies Co.'s top semiconductor scientist warned of the looming physical limits Western chipmaking giants including Nvidia Corp. face … | Financial Times: |
Sources and filings: Google assembled a ~$200B financing program for Anthropic, with $150B+ tied to TPUs and involving Broadcom, Blackstone, Apollo, and others — Private credit, chip leases and data centre guarantees underpin a vast new model for AI spending| Todd Spangler / Variety: |
Spotify reports Q2 revenue up 14% YoY to €4.8B, Premium Subscribers up 9% YoY to 300M, MAUs up 12% YoY to 777M, below 778M guidance, and a €545M net income — Music streamer's Q2 2026 subscription revenue increases 15% and ad revenue ticks up 1%| Bloomberg: |
Sources: Beijing is growing concerned about the cyber capabilities of Mythos and other US-developed frontier AI models and their potential as offensive weapons — China is growing anxious that Anthropic PBC's Mythos could be wielded against the world's second-biggest economy … | Jonathan Vanian / CNBC: |
Snap reports Q2 revenue up 19% YoY to $1.6B, above $1.54B est., DAUs up 5% to 493M, vs. 487M est., forecasts Q3 revenue above est.; SNAP jumps 8%+ — Snap reported better-than-expected revenue and earnings for the second quarter and issued a forecast for the current period that topped analysts' estimates.
More: TechCrunch, Snap Inc., Quartz, Yahoo Finance, Mashable, Reuters, Benzinga, Social Media Today, Mediaweek, MediaPost, Los Angeles Times, Baha News, The Information, The Hollywood Reporter, Investor's Business Daily, Snap, Benzinga, Wall Street Journal, The Verge, MediaPost, CNBC, Reuters, Barron's Online, and Yahoo Finance
| Joseph Cotterill / Financial Times: |
A World Bank report says developing economies stand to benefit more from AI boosting their workers' output than they will lose in jobs being replaced by AI — World Bank says workers in poorer economies more likely to benefit from the technology than be replaced by it| Lily Mae Lazarus / Fortune: |
HappyRobot, which uses AI to automate freight operator communications, raised a $150M Series C at a $1.2B valuation, after a $44M Series B in September 2025 — Pablo Palafox likes to say his company is “getting started” even as its valuation just crossed ten figures.
More: Tech.eu, FinSMEs, Sifted, HappyRobot, and Tech Funding News
X: @p_mats_, @alexrkonrad, @franlynchh, @happyrobot, and @pablorpalafox
| Maria Deutscher / SiliconANGLE: |
Convex, which provides an AI-optimized application backend for developers, raised a $57M Series B led by Insight Partners, taking its total funding to $110.5M — Developer tooling startup Convex Inc. today disclosed that it has closed a $57 million funding round led by Insight Partners.
More: Convex News
| Joe Wilkins / Futurism: |
Analysis: in 2026 so far, US police arrested at least 37 people in connection to data center protests and intervened to prevent confrontations in 12 more cases — People are rising up everywhere. … It takes a lot to get your typical white-bread American riled up enough that they're willing to go to jail.Sponsor Posts
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