NVIDIA and Palantir bring sovereign AI to supply chains

MediaTek reported a 44% surge in monthly sales, driven by its emerging AI chip business, including work for Alphabet's Google. Nvidia is a backer of the chipmaker.

Bank of America's Sebastian Raedler says the key question for investors is whether the AI capex boom is sustainable, calling it the driver of the strongest US earnings upgrades in 40 years. He flagged nervousness about the timing of a potential crash.

Jacob Coxon, a former OpenAI and Anthropic employee, resigned from Anthropic and posted his first-ever tweet accusing AI companies of gambling with our lives; it drew over 700k likes and 140 million views. He added that builders "earnestly believe that it could kill us all by the end of the decade."

Five Chinese companies accounted for 86% of global humanoid robot shipments in H1 2026, per Counterpoint Research. XPeng's robotics unit raised over $900M in August at a $6.3B valuation; Galbot raised RMB 2.5B ($362M) in March.

Anthropic handed the EU's cybersecurity agency access to its Mythos AI model more than three months after first signaling the bloc would get it. The model was released over three months before the access was granted.