Techmeme
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Trump signs an EO banning the use of certain foreign-made bulk-power equipment, including associated critical software, deemed to pose national security risks (Tim Starks/CyberScoop)
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Salesforce and Anthropic unveil Claudeforce, which brings Salesforce data and workflows into Claude, starting with a plugin featuring 37 prebuilt sales skills (Michael Nuñez/VentureBeat)
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Nvidia forecasts Q3 revenue of $108B, above a $104B estimate, and expects FY 2028 revenue to grow by about 70%; NVDA jumps 4%+ after hours (Deborah Mary Sophia/Reuters)
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Brazil's government sues Discord for $97M, accusing it of failing to comply with laws protecting children and teens; Discord calls the lawsuit disproportionate (Reuters)
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Internal email: Google is moving DeepMind's ~90-person "AI responsibility" team, focused on the risks and societal impact of AI, to Google's global affairs unit (Erin Woo/Wall Street Journal)
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AWS plans to add 2M Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs to its data center fleet in 2027 and 2028, in addition to 1M GPUs announced in March (Bloomberg)
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CrowdStrike reports Q2 revenue up 26% YoY to $1.47B, vs. $1.44B est., and forecasts FY 2027 revenue above estimates; CRWD jumps 9%+ after hours (Jake Bleiberg/Bloomberg)
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Salesforce reports Q2 revenue up 11% YoY to $11.35B, vs. $11.32B est., net income up 87% to $3.5B, forecasts Q3 revenue above est.; CRM jumps 13%+ after hours (Jordan Novet/CNBC)
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HP reports Q3 revenue up 12.5% YoY to $15.7B, PC revenue up 18% to $11.8B, but units down 16%, and Printing revenue down 2% to $3.9B; HPQ drops 9%+ after hours (Dina Bass/Bloomberg)
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AI assistant Instinct is raising a $250M Series B co-led by Index Ventures and Benchmark at a $2.5B valuation, bringing its total raised to $350M (Kate Clark/Wall Street Journal)
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Nvidia reports Q2 revenue up 106% YoY to $96.22B, above $92.17B est., Data Center revenue up 117% to $89B, above $85.08B est., and net income up 126% to $59.7B (Nvidia Newsroom)
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Product management startup Linear topped $100M in annual recurring revenue and held a $99M employee tender offer at a $2.5B valuation, up from $1.25B in 2025 (Ben Bergman/Business Insider)
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OpenAI publishes a technical report on the Hugging Face incident, detailing the agents' activity, safeguard failures, and measures to prevent recurrence (OpenAI)
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Medical device manufacturer Boston Scientific says a cyberattack disrupted some of its IT systems and global operations, including order processing and shipping (Bill Toulas/BleepingComputer)
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Google debuts Gemini 3.5 Transcribe, a speech-to-text model that powers Gboard Rambler and is coming to Chrome, in public preview for developers and enterprises (Abner Li/9to5Google)