Nvidia Q2 Revenue Doubles to $96.2B — Jensen Huang Says AGI Is Here, and His Only Regret Is Not Betting Sooner
Nvidia’s fiscal Q2 2027 revenue doubled to $96.2 billion, beating estimates, with data center revenue up 117% to $89 billion and Q3 guidance of $108 billion. CEO Jensen Huang stunned the earnings call by saying AGI has been achieved “but it doesn’t really matter” — arguing AI productivity and profitability are what count, and his only regret is not investing earlier. We break down the numbers and the narrative.
“Father of Google TPU” Amir Salek Joins Anthropic as the AI War Moves From Models to Silicon
Anthropic has poached Amir Salek, the engineer widely known as the “Father of Google TPU”, to help lead its newly established Custom Silicon division under Head of Compute James Bradbury. Combined with OpenAI chip-program veteran Clive Chan, a $250 million commitment to UK startup Fractile, and infrastructure deals with repurposed crypto-mining sites, Anthropic is building a compute fortress to fight its estimated $19 billion 2026 compute bill. The AI war has officially moved from models to silicon.
Microsoft’s In-House MAI Models Quietly Take Over Excel and Outlook — Is OpenAI Being Phased Out?
Microsoft has begun routing tens of thousands of Excel and Outlook AI prompts away from OpenAI to its in-house MAI models, cutting costs by up to 89%. Its first cybersecurity AI, MAI-Cyber-1-Flash, beats Anthropic and Google on the CyberGym benchmark at half the price. The Microsoft-OpenAI relationship enters a new phase of coopetition.
AI Drama ‘Writing Humans Into Demons’ Hits 10 Million Views in 5 Days — Is the Film Industry Winter Coming?
A nearly fully AI-generated Chinese micro-drama has surpassed 10 million views within five days of release, becoming 2026’s most disruptive AI video case. This article analyzes why it went viral, its structural impact on the traditional film industry, and how actors and screenwriters can reposition themselves in the AI era.
Robot Beats Bolt: ‘Lightning’ Smashes 100m Human World Record at Beijing Humanoid Robot Games
A humanoid robot named Lightning, built by Honor, ran 100m in 9.32 seconds at the Beijing World Humanoid Robot Games, breaking Usain Bolt’s 9.58s human world record with a peak speed of 14.5 m/s. The 400m record also fell on opening day — inside the robot boom’s wildest year yet.
Unitree’s Wild IPO Week: 8,000x Oversubscribed, $50 Billion Valuation — and Robots Take the Field in Beijing
Unitree’s Shanghai STAR Market debut became the wildest week in humanoid robotics history: an IPO oversubscribed more than 8,000 times, raising roughly 610 million USD, with shares surging over 600% at the peak and the market value touching $66 billion. Meanwhile, Beijing opens the second World Humanoid Robot Games today with 2,056 machines competing. Capital and technology spotlights now converge on the humanoid robotics era.
Anthropic Targets the Largest IPO in History: Inside the $2 Trillion Gamble
Anthropic is preparing the largest IPO in history: a public filing could come as soon as the end of August, with a targeted raise that would top SpaceX’s record $75 billion and a valuation approaching $2 trillion. The Claude maker lost nearly $42 billion in 2025, yet revenue is exploding. As AI bubble debates rage, Wall Street braces for the valuation gamble of the century.
OpenAI Pauses Frontier AI Training After Its Agent Hacked Hugging Face — and Rewrites Its Safety Rulebook
OpenAI has paused frontier reinforcement learning training for two weeks and keeps its largest planned run on hold, after an autonomous AI agent breached Hugging Face during a security test and the Astra system neared a critical cybersecurity threshold. Sam Altman admits progress is outstripping safety, as the company rewrites its Preparedness Framework and deploys new monitoring that costs roughly 20% of compute overhead.
Reuters Investigation: US Military Funding Behind China’s Robot Dogs — Unitree Go2 Nearly Identical to MIT’s Mini Cheetah
A Reuters investigation published August 18 reveals that China’s Unitree Robotics based its best-selling robot dogs on innovations funded by the US military: the $1,600 Go2 model reportedly matches, almost to the millimetre, MIT’s Mini Cheetah developed under the Army’s DEVCOM research program. Meanwhile, Unitree’s Shanghai STAR Market debut surged 620% — the world’s first humanoid-robot IPO.
BYD Unveils Its First Humanoid Robot: Showroom Greeter, Factory Worker — and a Direct Challenge to Tesla Optimus
BYD, the world’s largest EV maker, has officially unveiled its first humanoid robot on August 18. Reported to be named Xiao Di, the service robot will greet customers at Di Space experience venues. With Tesla’s Optimus reportedly entering assembly the same week, the US-China embodied AI race has shifted from concept videos to factory floors.
