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Analysis: SpaceX is on track to build ~10 GW of compute capacity by 2027's end, with 6 GW-8 GW in 2027 alone, which could drive $300B in annual revenue run-rate (SemiAnalysis)
Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds (The Information)
X announces the Original Content Rewards Program and will discontinue Revenue Sharing on Sep. 7, saying existing Revenue Sharing members can apply for access (@xcreators)
Analysis: South Korea and Taiwan each surpassed Japan in total exports for the first time in H1 2026, as AI demand drove explosive growth in chip exports (Nikkei Asia)
Ukrainian attacks on warehouses of Russia's largest online retailer Wildberries are affecting tens of thousands of small businesses that rely on the platform (Reuters)
A profile of Tatyana Kim, founder of Russia's largest online retailer Wildberries, which has lost an estimated third of its warehouse space to Ukrainian attacks (New York Times)
Sources: the US Commerce Department's BIS is reviewing how Chinese AI companies access Nvidia chips overseas, including by legally renting foreign data centers (Mackenzie Hawkins/Bloomberg)
Athens-based Omilia, which builds self-learning AI agents that work across different customer contact points, raised a $67M Series B led by Expedition Growth (Ivan Mehta/TechCrunch)
Livestream shopping app Whatnot raised a $545M Series G led by Iconiq, Lightspeed, and Avra at a $20B valuation, up from an $11.5B valuation in October 2025 (Allie Garfinkle/Fortune)
Take-Two reports Q1 bookings down 3% YoY to $1.39B, vs. $1.38B est., forecasts Q2 and FY 2027 bookings below est., and highlights excitement for GTA VI's launch (Deborah Sophia/Reuters)
At Black Hat, OpenAI reconstructs the OpenAI-Hugging Face incident and examines its implications for AI security, cyber resilience, and alignment (Black Hat on YouTube)
Anthropic updates Claude Fable 5's biology safeguards to reduce false positives, cutting biology-related "fallbacks" by ~85% in testing across product surfaces (Anthropic)
Ad measurement company VideoAmp cut ~20% of its staff this week, citing that "AI is a major platform shift"; sources: 50 to 60 were laid off, including the CTO (Nat Ives/Wall Street Journal)
Singapore-based AI infrastructure startup Acrab raised a $130M Series B, bringing its total funding to more than $480M (Mars W. Mosqueda Jr/DealStreetAsia)
Nielsen agrees to acquire and take digital media monitor DoubleVerify private in an all-cash deal with a ~$2.15B enterprise value, expected to close by Q1 2027 (Brian Steinberg/Variety)
Singapore-based Multiplier, which acquires accounting firms to boost their growth with AI tools, raised a $35M Series B led by TheGP at a $300M valuation (Maria Armental/Wall Street Journal)
OpenAI says it has expanded safety testing around its upcoming model Astra as it "cannot rule out" critical cyber capabilities, potentially delaying its launch (Axios)
Cloudflare debuts Kitesurf, a cloud-hosted browser for AI agents built on top of its Workers serverless service, available for free while in beta in Browser Run (Sarah Perez/TechCrunch)
Sources: legal AI startup Harvey is in talks to raise $500M+ at a $15.5B valuation, up from $11B in March, and is generating $350M+ in annualized revenue (The Information)
Munich-based NavVis, which provides enterprises with spatial data on factories, plants, buildings, and more, raised an $85M Series D led by The Jordan Company (Rahul Raj/EU-Startups)

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