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.
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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.
Judge Rita Lin signaled the Anthropic supply-chain risk case may end in a ruling against the Trump administration's ban on Claude.
Amazon OpenAI investment is fully funded: $50 billion for a 5% stake, exclusive AWS rights to Frontier, and a clear pre-IPO signal.
EU AI Act enforcement began Aug 2: chatbots must disclose machine origins, deepfakes get machine-readable labels, and GPAI fines are now possible across the EU.
K2 Space Series D raises $500M at a $6.8B valuation to scale high-power satellites, betting falling launch costs favor big spacecraft over small-satellite orthodoxy.
Space Force's NITE-STAR training range contract puts 15 vendors on a $981M pool to fix simulator shortages and protect GPS from training downtime.
The Unitree IPO opens August 10 on Shanghai's STAR Market at a 42 billion yuan valuation, giving humanoid robotics its first daily-priced benchmark.
The Zoox robotaxi exemption lets Amazon's steering-wheel-free taxi charge for rides in Las Vegas, with up to 2,500 vehicles a year under adaptive oversight.
