• Cerebras unveils CS-4, a server rack powered by three WSE-3 Turbo chips and built around its new Nexus architecture, with first shipments starting this quarter (Max A. Cherney/Reuters)
• Survey: 52% of Americans say they are more concerned than excited about increased AI use in daily life, up from 37% in 2021, including 55% of those under 30 (Pew Research Center)
• Anthropic details two experiments showing how Claude can accelerate protein design and analytical chemistry, and says it plans an access program for scientists (Anthropic)
• Sources: OpenAI's Q2 revenue grew 18% QoQ to $6.7B, while its losses deepened; Anthropic's Q2 revenue more than doubled to $11.6B, with a small operating profit (Wall Street Journal)
• Z.ai's GLM-5.3 with max reasoning scores 60 on the Artificial Analysis Intelligence Index, on par with Kimi K3 but below Opus 5 at 63 and Fable 5 at 62 (@artificialanlys)
• Internal memo: ICE bars its employees from wearing Meta's AI glasses, saying they "could unintentionally capture, record, or transmit sensitive information" (New York Times)
• Pennsylvania Governor Josh Shapiro signs an executive order imposing new requirements on data center projects, including getting approval from local officials (Allan Smith/NBC News)
• In opening arguments, US state AGs said Meta intentionally sought to addict children to Facebook and Instagram in pursuit of profit; Meta rejected the claims (Reuters)
• Sam Altman says OpenAI's decision to pace its AI development was caused by a collection of research observations showing "various degrees of misalignment" (Alex Heath/Time)
• Sources: Anthropic prepares to give its co-founders shares with extra voting power to help insulate them from outside pressure; Amodei owns ~2% of Anthropic (The Information)
• The US SEC proposes exempting certain digital asset offerings from securities registration statements, with exemptions for offerings up to $5M and $75M (Bloomberg)
• VC funding in physical AI companies totaled $47.4B across 521 deals in H1, up 80% from H1 2025, and more than the $41.9B invested from 2022 to 2024 (Mary Ann Azevedo/Crunchbase News)
• OpenAI changed safety practices and paused RL training for two weeks after the Hugging Face breach and evidence Astra may have met a critical cyber threshold (Ina Fried/Axios)
• Comcast is rolling out Wi-Fi motion sensing to its Xfinity XB7 and newer gateways, a free opt-in feature that enables its routers to detect movement at home (Jennifer Pattison Tuohy/The Verge)
• Sources: Anthropic's revolving credit facility is set to surpass its ~$10B target as banks compete for roles on the upcoming IPO; Anthropic could limit the size (Bloomberg)
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