Nvidia is defending its investments in AI labs and startups as a growth strategy rather than circular financing, even though many recipients also buy its chips and software. The company expects AI labs it supports financially to generate roughly one-quarter of its business next year, making the ecosystem strategy a significant part of its growth plan.

Source

Nvidia is optimizing its hardware for Chinese open AI models including DeepSeek V4 Flash and Alibaba’s Qwen 3.8, even as it warns investors that possible White House restrictions could materially hurt its business. The strategy aims to keep Nvidia the preferred infrastructure platform for developers worldwide while Chinese chipmakers build competing support.

Source

Meta internally projected that its use of Anthropic’s AI models could cost as much as $10 billion annually, even as CEO Mark Zuckerberg publicly criticized AI labs for concentrating power. Meta has reportedly reduced some spending, but still pays Anthropic hundreds of millions of dollars per month, making the social media company one of the startup’s biggest customers.

Source

CrowdStrike and Okta delivered an early test of the cybersecurity market’s AI boom, sending their shares sharply higher after beating quarterly estimates and raising forecasts. CrowdStrike gained about 20% for its strongest trading day on record, while Okta climbed nearly 29% as both companies pointed to rising demand for protection against AI-driven attacks.

Source

Kimi Work 3.2.3 contains an unannounced Selection toolbar that appears beside text highlighted in other desktop applications, but its AI Search, Translate, and Summary buttons are not yet functional. The unfinished feature could eventually turn any selected text into an entry point for Kimi across Windows and Mac, while also giving the assistant access to potentially sensitive workplace content.

Source

Grok Bot is testing controls that could copy authenticated Chrome sessions into its cloud computer and route the agent’s traffic through the user’s desktop. The combination would reduce repeated logins and data-center blocking, but it would also place more of a user’s active browser identity inside a shared cloud environment.

Source

Experiential Labs has open-sourced World Model Optimizer, a model router that learns from an AI agent’s OpenTelemetry traces instead of relying on fixed routing rules. It replays production-like tasks against candidate models, then selects cheaper or stronger models for future requests based on similar work—although the reported savings have not been independently verified.

Source

Amazon has introduced the first pre-order discounts for Apple’s new M6 Mac mini, cutting up to $29 from selected configurations before their September 22 launch. The base 16GB/256GB model is available for $879.99 shipped, while the 16GB/512GB version costs $1,069.99.

Source

Alphabet’s market value has fallen by more than $700 billion from its May peak, a decline of roughly 15%, as investors question whether its AI investments are producing enough technical progress and future returns. The pressure comes despite strong recent business results, including rapid Google Cloud growth and continued gains in advertising.

Source

A federal judge has vacated the Pentagon’s designation of Anthropic as a supply-chain risk, finding that the Trump administration unlawfully retaliated against the Claude maker and denied it constitutional due process. The ruling is Anthropic’s first court victory in the dispute and requires the Defense Department to withdraw guidance and directives issued against the company.

Source

Cloudflare is turning BotBase from a one-way bot directory into an operator dashboard where developers can track submissions, fix rejected entries, and update bot identities. The new workflow also introduces automated checks to speed approval as AI crawlers and agents continue to multiply.

Source

PaperCut has released emergency patches for an actively exploited zero-day affecting every version of its NG and MF print-management platforms. Administrators should immediately isolate internet-facing Application Servers, then install the patched v25 or v26 builds and investigate systems for signs of compromise.

Source

OpenAI is testing a Persistent Mode for its Codex AI agent that can continue working until a user explicitly puts it to sleep. The unreleased feature can remember work across sessions, create follow-up tasks, and contact users proactively, moving Codex beyond a tool that acts only when prompted.

Source

Microsoft has delayed Teams Facilitator’s meeting question-detection and answer feature yet again, moving it from an expected June launch to a targeted release in November and worldwide general availability in mid-December. The AI assistant is intended to detect unanswered questions or knowledge gaps during meetings, but Microsoft has not explained why the rollout keeps moving.

Source

ServiceNow has patched three CVSS 10.0 vulnerabilities in its AI Platform that allow unauthenticated, network-based attacks requiring no user interaction, including remote code execution, privilege escalation, and arbitrary SQL queries. Hosted instances were updated by ServiceNow, but organizations running self-hosted deployments must install the fixes across the Xanadu, Yokohama, Zurich, and Australia release families.

Source

Microsoft has released the final Windows 11 26H2 enablement package, turning the previously expected tiny 26H2 upgrade into a manual deployment option for compatible PCs. KB5121794 includes separate 173 KB packages for x64 and ARM64 devices, but it applies only to systems already running Windows 11 24H2 or 25H2.

Source

Windows 11’s optional August update KB5120998 is causing widespread reports of custom cursors reverting to an oversized white pointer and desktop wallpapers changing to solid black. Because uninstalling the update is currently the only consistently reported fix—and also removes its movable taskbar, resizable Start menu, and cleaner Search box—administrators should avoid deploying it until Microsoft provides a correction.

Source

Ubuntu 24.04 LTS systems can now upgrade to Ubuntu 26.04 LTS after Canonical released Ubuntu 26.04.1 on August 27. The point release gives administrators the supported LTS-to-LTS route through Update Manager or `do-release-upgrade`, without relying on the premature `-d` option.

Source

Anthropic is testing the Model Hardware Standard (MHS), a new protocol intended to let Claude and other AI agents control laboratory instruments, industrial machinery, and robots. The research preview is already being used at HHMI’s Janelia Research Campus, while Genentech and QuEra report early experiments that include automated error handling and a major improvement in quantum-computing laser stability.

Source