Japan defense AI command and control moves toward Palantir and Anduril as Tokyo pairs US systems with homegrown AI oversight.
White House finalized its voluntary AI oversight framework by the Aug 1 deadline; thresholds stay classified as Anthropic reviews the text Tuesday.
Foundation Future Industries turned $24M in Pentagon research and a Ukraine field test into a humanoid robot soldiers roadmap with lethal capabilities planned.
The Valar Atomics $1B raise, led by Sequoia, funds factory-built SMRs after its Ward 250 reactor powered an Nvidia Blackwell system.
The Anthropic Volta compute deal commits $10B to an Nvidia-backed startup and a bitcoin miner for 133MW of Vera Rubin capacity in Norway. Analysis inside.
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Visa job cuts of 2,600 roles, about 7% of the workforce, target tech and product teams as CEO Ryan McInerney's AI efficiency push reshapes the payments giant.
Google's $150B Anthropic chip financing machine leases TPUs to Anthropic at 5.75%, undercutting Nvidia's ecosystem by 2.2 points and forcing Nvidia to become a lender.
Rolls-Royce's SMR data center deals are accelerating: another hyperscaler framework agreement is due within days and power orders are up 50%.
Palantir Q2 earnings arrive August 3 with eight straight beats, 80% growth, and a 61x sales multiple. Can defense-AI momentum hold the valuation?
Hyundai will deploy 25,000+ Atlas humanoid robots in its own plants by 2028. We analyze unit costs, the labor clause, and the race with Tesla and Figure.
OpenAI 1 billion users milestone: what the adoption record means for margins and the race with Anthropic and open-weight rivals.
MediaTek's AI data-center chip expansion backs a $5B financing framework as phone revenue falls 20% and 2027 custom-chip targets rise to $80B.
The BYD humanoid robot debuts in August at Di Space showrooms, a showroom-first bet against Tesla's Optimus built on the EV maker's manufacturing scale.
The Waymo Uber robotaxi split ends the Austin and Atlanta deal as Waymo launches its own app in 2028, making the D.C. labor fight the real battleground.
Musk dismissed the China split report as fake news, but the Tesla SpaceX merger logic is real: half of Tesla's volume is the obstacle and the price.
