• Sources: Moonshot has a computing power agreement with Alibaba for the use of ~20K Nvidia chips; some say the deal is for H200 chips, which Alibaba denies (Mackenzie Hawkins/Bloomberg)
• AI-generated images, video, audio, and text on matters of public interest designed to look authentic must be labeled in the EU under the AI Act from August 2 (Jennifer Rankin/The Guardian)
• A German court rules that Suno has violated copyrights and must disclose illicit revenue after Germany's state-mandated licensing agency GEMA sued in 2025 (Elizabeth Grenier/Deutsche Welle)
• Sources: Eric Trump-backed Space-Eyes, which develops AI-powered defense tech for the public sector, agrees to go public via a SPAC merger at a $638M valuation (Reuters)
• Sources: the Trump admin is weighing a $100K fee for foreign students seeking to work in the US after graduation; a judge blocked Trump's $100K H-1B fee in June (Michelle Hackman/Wall Street Journal)
• Counterpoint: Q2 global smartphone revenue rose 7% YoY, and average device selling price rose 17% to $400; Apple took 49% of global revenue, and Samsung 16% (Vlad Savov/Bloomberg)
• The EU Commission charges Temu with failing to cooperate during a December 2025 raid on its Dublin HQ as part of a probe into the company's foreign subsidies (Inti Landauro/Reuters)
• Letter: Situational Awareness is down ~67% in July, but remains up ~80% in 2026; sources say it planned to sell $3.5B of its Anthropic stake but backed out (Wall Street Journal)
• Chinese state media: Xi Jinping called for more defense applications using autonomous and AI technologies, as he pushes to build an advanced fighting force (Josh Xiao/Bloomberg)
• DeepSeek rolls out the official V4 Flash API in public beta, touting enhanced agent capabilities and benchmark scores "far surpassing" V4 Pro Preview (Newley Purnell/Bloomberg)
• New York sues Kalshi for alleged violations of its gambling laws; the CFTC files an emergency motion to stop the state's enforcement, calling it an "overreach" (Jonathan Stempel/Reuters)
• Australia's online safety regulator says social media use among under-16s fell to 81.5% in March 2026, compared to 85.9% before ban took effect in December 2025 (Angus Whitley/Bloomberg)
• Google Earth's Nano Banana 2 feature allows users to create fake satellite images, such as a nuclear plant in Iran; Google says the images have AI watermarks (Henk van Ess/Digital Digging)
• Papers and patents: Chinese military researchers distilled OpenAI and Anthropic models to train domestic AI systems and advance China's defense capabilities (Eduardo Baptista/Reuters)
• An interview with Granola CEO Chris Pedregal on making the AI note taker invisible and work across apps, and why he rejects executives seeking employees' notes (Casey Newton/Platformer)
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