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Sources: Amazon is weighing using OpenAI's and its own Nova models to cut costs after Anthropic raised prices for using its models in Amazon products (Catherine Perloff/The Information)
Quantifind, whose AI products help banks combat financial crimes such as money laundering, raised $200M led by Summit Partners (Laura Kreutzer/Wall Street Journal)
In Q2, there were thirteen $1B+ US venture-backed startup exits, either through acquisition or IPO, the most exits since the 2021 market peak (Joanna Glasner/Crunchbase News)
California strikes a deal with Anthropic to expand the use of Claude products across state agencies and local governments at a 50% discount (Christine Mui/Politico)
Baz releases Baz Planner, which uses four specialized AI agents to analyze code at the planning stage, and extends its seed funding by $9M to $17M (Mike Wheatley/SiliconANGLE)
Sources: component and supplier lists, and photos of iPhone 18 Pro models, are among files a ransomware group stole from Apple's Indian supplier Tata (Reuters)
Waymo and Uber quietly ended their partnership in Phoenix in May; Uber says it is readying the launch of a separate autonomous vehicle partnership in the city (Sean O'Kane/TechCrunch)
As a new law bars DOD from working with companies whose lobbyists also represent blacklisted entities, DC lobbying firms drop companies like Alibaba and Tencent (Bloomberg)
Source: Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1% (Debby Wu/Bloomberg)
Digital Realty says it plans to acquire a majority stake in three fully leased Northern Virginia data centers from Blackstone-managed funds in a $7.8B deal (Jaspreet Singh/Reuters)
Tidal adopts an AI policy that blocks wholly AI-generated music from earning royalties and removes AI-generated music that impersonates artists (Murray Stassen/Music Business Worldwide)
Sources: hundreds of Meta contractors posed as minors to probe how competitor chatbots responded to prompts involving suicide, sex, and other high-risk subjects (Wired)
Google says the Gemini app now offers personalized Nano Banana image generation, previously limited to Plus, Pro, and Ultra users, to eligible US users for free (Lauren Forristal/TechCrunch)
Humanoid robot maker Apptronik raised ~$1B at a ~$5B valuation, including from Mercedes-Benz, which has a handful of Apptronik's Apollo robots in its factories (Joshua Brustein/Bloomberg)
Jefferies: memory prices are expected to rise 40-50% in Q3 2026 and 30-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief (Hassan Mujtaba/Wccftech)
Shanghai-based Momenta, whose driver-assist tech is used by Toyota, Mercedes, and Audi in China, files for an IPO in Hong Kong, seeking to raise up to $751.1M (Reuters)
DeepSeek details DSpark, a speculative decoding framework for its V4 models, saying it speeds up AI inference by up to 85% and was tested on Gemma and Qwen (Ben Jiang/South China Morning Post)
Soaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes (Kif Leswing/CNBC)
Dealogic: Japan saw 18 IPOs in H1 2026, the lowest since 2011, despite stock market surges, partly due to Japan's lack of AI, data center, and chip startups (David Keohane/Financial Times)
Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027 (Ming-Chi Kuo)

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