• Report: former EPA officials identify 30 federal actions since January 2025 that they say exacerbate health risks stemming from data center pollution (Justine Calma/The Verge)
• Sources: Anthropic told investors it will be profitable for a second straight quarter, with 80%+ gross margins before partner revenue sharing and training costs (Financial Times)
• Satya Nadella says "we welcome" the "deliberate pacing needed to get alignment right", and announces a "Code of Conduct" for Microsoft's MAI models (Satya Nadella/@satyanadella)
• Sources: Anthropic, OpenAI, and Google have held working group meetings since July to discuss creating an industry-led standards body for AI (Leo Schwartz/The Information)
• Xi Jinping calls for a "consensus-based global AI governance framework" and says China will pioneer the establishment of a BRICS AI open-source community (Joanna Ossinger/CNBC)
• Dario Amodei says the "toughest dilemma" about his proposal to "pace the frontier" is what happens if China does not do the same (Ashley Capoot/CNBC)
• President Trump dismisses calls for an AI slowdown, saying "you have a lot of negative forces that are bringing it up that shouldn't be bringing it up" (Financial Times)
• Source: Anthropic has selected the Nasdaq for its potential IPO (Katie Roof/Business Insider)
• Speaker Johnson says Congress won't lead the charge on regulating AI safety and AI companies should take responsibility to ensure the safety of their products (Donica Phifer/Axios)
• iPhone Duo will usher foldables into the mainstream, just as iPhone did with smartphones; sources: iPhone game controllers will launch under the Beats brand (Mark Gurman/Bloomberg)
• Anthropic and OpenAI are already free to "pace the frontier" and should do so for business reasons, instead of first demanding a preferred regulatory framework (David Sacks/@davidsacks)
• Filing: Vy Capital owns a 3.4% SpaceX stake; Vy is also the largest outside investor in BoringCo and Neuralink and committed $700M to Musk's Twitter acquisition (Ivan Levingston/Financial Times)
• Sources: US Interior Secretary Doug Burgum is quietly meeting with AI hyperscalers to advance Trump's push for data centers on federal lands, despite a backlash (The Washington Sun)
• Dallas-based Perry Weather, a weather monitoring software provider, raised a $110M Series C led by Silversmith Capital Partners, taking total funding to ~$131M (John Egan/Dallas Innovates)
• Spec sheets show Apple's C2 modem is used in iPhone Duo and 18 Pro worldwide, and in iPhone 18 Pro Max everywhere except the US, where it likely uses Qualcomm (Joe Rossignol/MacRumors)
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