Techmeme
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A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN (Ann Davis Vaughan/The Information)
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Yandex says a drone strike shut down a third data center, disrupting 80+ services like Yandex Cloud and YandexGPT; users report banking and taxi app outages (Tymur Dubovyk/Kyiv Post)
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A look at Apple's smart home strategy, centered on a HomeView display hub, with a new HomePod mini, Apple TV, and second-party accessories from LG and Schneider (Mark Gurman/Bloomberg)
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PitchBook: robotics and physical AI companies have raised ~$48B YTD, as they gather training data from people completing tasks in factories, offices, and homes (Rafe Rosner-Uddin/Financial Times)
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A look at Beijing-based Neolix, which operates the world's largest robovan fleet at 27K, as Shenzhen tests nighttime parcel deliveries by driverless vehicles (Bloomberg)
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Rein Security, which develops runtime tools to secure enterprise AI agents and stop adversarial AI agents, raised a $25M Series A, taking total funding to $35M (Meir Orbach/CTech)
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Multiply Labs, which develops robotic systems to automate pharmaceutical manufacturing processes, raised a $75M Series B led by Patrick Soon-Shiong's NantWorks (Maria Deutscher/SiliconANGLE)
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Microsoft unveils Microsoft-Decision-1, a fast decision-scoring model trained on Qwen3.5-9B, and says it will soon rebase it on MAI, OpenAI, and other models (Achint Srivastava/Command Line)
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General Medicine, an online storefront for medical care founded by PillPack founders TJ Parker and Elliot Cohen, raised a $120M Series B led by a16z (Heather Landi/Fierce Healthcare)
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After 20+ major Japanese companies reported cyber attacks in recent weeks, Japan's NCSH chief says the country is in "a state of emergency in cyber space" (Financial Times)
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"Super Intelligence systems" are black boxes that shouldn't be trusted by companies, and strong deterministic systems are needed around their deployment (Satya Nadella/@satyanadella)
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Hundreds of old games were decompiled and ported to run on browsers in recent weeks, driven by Claude Opus 5.5; titles like GTA: Vice City and Halo: CE run well (Lewis Parker/Kotaku)
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Sources: Nvidia is in talks to acquire or invest more into US open-weights AI startup Reflection AI; the deal may be an acquihire to avoid antitrust scrutiny (Financial Times)
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IDC: Shenzhen-based DJI and Insta360, accounting for 73% and 20% of global smart camera market in Q2, are vying for the top spot as GoPro's share drops to 3% (William Langley/Financial Times)
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A look at a 1,700-member Slack run by Medicare agency CMS where Microsoft, OpenAI, and other companies help shape policy on AI apps and medical records access (CBS News)