Palantir made AI Sovereignty the organising idea of its Q2 investor deck. Subtract the disclosed US figures from the disclosed global ones and its entire commercial book outside America comes to about 181 million dollars.
On 3 August Texas ordered an audit of every data centre in the ERCOT queue before approvals proceed. That is 1,800 projects and 474 gigawatts. The audit asks about tax breaks, water and ownership, not just megawatts.
Snap set 16 September for the Specs launch and is taking deposits on a 2,195 dollar pair of AR glasses. It has published motion-to-photon latency to the millisecond and frame weight to the gram. It has not published brightness.
Hughes filed for Chapter 11 on 3 August with roughly 1.5 billion dollars of contracted enterprise backlog and roughly 1.5 billion dollars of debt it could not pay. The two numbers match. Only one of them was money.
Microsoft has brought original Xbox games to PC and Windows handhelds, and a leaked developer document points to Xbox 360 titles on PC and Project Helix from 2027 to 2028. Publishers opt in and keep control of pricing.
Samsung is banning residential proxy SDKs from its smart TV store after Norwegian security firm Mnemonic found proxy code in apps including a featured Pac-Man title. LG acted in July after 42 percent of its apps were implicated.
Electronic Arts expects its 55 billion dollar take-private to close at the close of trading on 4 August 2026. Saudi Arabia's PIF takes 93.4 percent, Silver Lake 5.5 percent and Affinity Partners 1.1 percent.
From 2 August 2026 the European Commission can demand model access, order risk mitigation and withdraw a general-purpose AI model from the EU market. Fines reach 3 percent of worldwide turnover or 15 million euros.
Horizon3 raised 250 million dollars at a valuation above 2 billion for NodeZero, which runs penetration tests continuously against live production systems. The company opened an Amsterdam office in June.
Visa is buying behavioural biometrics firm BioCatch for 2.4 billion dollars from Permira-advised funds. The company reads keystrokes and touch gestures across 19 billion sessions a month for more than 350 banks.
Horizon3 raised 250 million dollars at over 2 billion on the premise that penetration testing is continuous. European financial rules require a threat-led test every three years.
Sequoia led a 1 billion dollar round for Valar Atomics at a 6 billion valuation. The reactor behind it reached 10 kilowatts thermal in June, and the first commercial site planned with Nvidia is 30 megawatts.
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One considered note on infrastructure, governance, and measurement, most mornings. No theory.