Techmeme
August 4, 2026, 6:25 PM

Top News

Bloomberg:
SpaceX reports Q2 revenue up 92% YoY to $7.8B, vs. $6.81B est., and AI segment operating loss of $1.26B, vs. $2.39B est.; SPCX drops 5%+ after hours  —  SpaceX's revenue exceeded Wall Street's expectations in the company's first quarterly financial report following its blockbuster initial public offering in June.
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.
Maria Curi / Axios:
Sources: the White House doesn't plan to publicly release its voluntary AI framework; details will be available to the companies that are part of the process  —  The White House does not plan to publicly release its new framework for evaluating advanced AI models, three sources familiar with the discussions told Axios.
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 …
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 …
Bill Toulas / BleepingComputer:
Researchers: ChainDrop, a Shai-Hulud-based worm, has compromised 1,300+ npm packages, like Keyv, Cacheable, and flat-cache, with a combined 2B monthly downloads  —  Self-propagating malware named ‘ChainDrop’ has compromised more than 1,300 packages with a combined 2 billion monthly downloads on the Node Package Manager (npm) registry.
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 …
Sam Sabin / Axios:
The UK AISI says it observed a total of 19 instances where Mythos and GPT-5.6 Sol tried to hack people and companies during a routine cyber evaluation in July  —  The U.K. AI Security Institute said it observed nearly 20 instances of Anthropic and OpenAI's most advanced models trying …
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: … Update, August 4, 9:43 a.m. ET: In a statement to 9to5Mac, Telegram said:
Emma Roth / The Verge:
Pavel Durov says an extortionist planted “illegal porn in a public chat” to get the app pulled from the App Store and manipulated Apple into “overreacting”  —  Pavel Durov claims attackers post illegal content and manipulate reports to ‘trigger the removal of legitimate communities.’
Ian King / Bloomberg:
AMD reports Q2 revenue up 50% YoY to $11.5B, vs. $11.3B est., Data Center revenue up 107%, forecasts Q3 revenue below some estimates; AMD drops 7%+ after hours  —  Advanced Micro Devices Inc. disappointed investors with its latest sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers.
Anton Shilov / Tom's Hardware:
Sandisk and SK Hynix announce the High Bandwidth Flash (HBF) open specification that enables up to 512GB memory modules with 0.4 TB/s to 3.0 TB/s bandwidth  —  The specification is here, but what about the interest? … The specification was released through the Open Compute Project (OCP) …
Jay Peters / The Verge:
EA says its $55B acquisition by PIF, Silver Lake, and Affinity Partners has closed, taking the company private; the deal includes $20B in debt financing  —  The massive deal has closed. The massive deal has closed. … Electronic Arts has officially become a private company.
Mistral AI Blog:
Mistral releases Shieldstral, a 3B multimodal safety classifier that it says matches models up to 7x its size on text safety, available under Apache 2.0  —  Every product that ships a model needs to answer questions like these — but the right answer depends on the product, the audience, and the moment.
Jody Godoy / Reuters:
New Jersey files an antitrust lawsuit against Amazon, alleging it abuses its dominance to impose low pay and poor conditions on independent delivery drivers  —  New Jersey sued Amazon.com on Tuesday, accusing the online retailer of abusing its market power over independent delivery drivers.
Jimmy Jenkins / Bloomberg:
The DOJ secures a $3.2M settlement from OpenAI to resolve allegations it discriminated against US workers by preferring workers with temporary employment visas  —  A unit of OpenAI has reached a settlement with the US Justice Department to resolve allegations that the California-based …
Olivia Carville / Bloomberg:
An internal TikTok doc shows it withheld a safeguarded algorithm from 10% of US users, including a 16-year-old who was fed self-harm content and died by suicide  —  A confidential document says an algorithm adjustment was kept from many users “by design,” as part of an experiment to measure engagement.

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More News

Jessica Soares / NVIDIA:
Lily Mae Lazarus / Fortune:

Earlier Picks

Emily Steel / New York Times:
Todd Spangler / Variety:
The Texas Tribune: