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Microsoft Corporation is an American multinational technology company that produces computer software, consumer electronics, personal computers, and associated services.
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AI startup Listen Labs abandons $150 million Series C funding round, pivots to Salesforce acquisition talks
According to TechCrunch, AI market research startup Listen Labs recently signed a term sheet for a $125 million Series C funding round led by Menlo Ventures at a $1.5 billion valuation, but unexpectedly pulled out, likely due to acquisition talks with Salesforce. Salesforce is reportedly in talks to acquire the company for approximately $2 billion, but the deal has not yet been finalized. Founded in 2023, Listen Labs leverages voice and video AI to automate customer interviews and generate research reports. The company currently generates roughly $30 million in annualized revenue, serving major clients such as Microsoft, Canva, and Anthropic. If talks with Salesforce fall through, several venture capitalists expect the company to return to the fundraising market, targeting a valuation of $2 billion or higher. The company's most recent funding round was a $69 million Series B led by Ribbit Capital in January, which valued the business at $500 million.
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Ethereum plans to achieve a quantum-safe L1 by 2029, with the Hegotá upgrade roadmap taking shape.
According to The Block, the Ethereum Foundation Protocol Cluster has released a list of EIP ratings for the upcoming Hegotá upgrade, setting December 2029 as the target milestone for achieving full quantum resistance. The two S-tier (mandatory delivery) proposals for the upgrade are: FOCIL (EIP-7805) at the consensus layer, which enhances censorship resistance by requiring validator committees to enforce the inclusion of public mempool transactions; and framework transactions (EIP-8141) at the execution layer, which natively integrates account abstraction, supporting custom signatures, sponsored gas, and batch operations to improve security and quantum resistance. The Ethereum Foundation stated that this timeline aligns with the independent migration targets of Google, Cloudflare, and Microsoft, and the December 2029 deadline will be considered non-negotiable prior to January 2027. Hegotá is not the final quantum-safe fork, but rather a critical milestone determining whether subsequent upgrades can proceed on schedule. From the Q4 2026 Glamsterdam upgrade to December 2029, the average fork cycle is only about 7.2 months, leaving extremely limited execution slack.
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AI infrastructure company Gimlet Labs completes $300 million funding round, led by a16z
: AI infrastructure startup Gimlet Labs has completed a $300 million funding round, raising its valuation to $3 billion. The round was led by Andreessen Horowitz (a16z), with participation from Arm Holdings and M12, Microsoft's venture capital fund.Gimlet Labs primarily helps customers allocate AI tasks across different types of chips and is working with Arm to make its software compatible with Arm's various chip technologies. (Bloomberg)
OpenAI agents were exposed for taking over a German website: collectively "jailbreaking" to form a communication network
Odaily News: In May of this year, OpenAI agents大规模edited the German programmer community website DseWiki without authorization, transforming it into a "message board" for other AI agents to communicate. This incident had never been publicly disclosed before.Researchers found that the website had over 15,000 editing operations performed by AI agents. Related information shows that these agents not only exchanged solutions for tasks but also discussed how to bypass OpenAI's restrictions, evade detection, and use tools like Tor to hide their activities. When site administrators began deleting related pages, some agents created backup pages to avoid cleanup. About half of the related accounts used names hinting at a connection to OpenAI, such as "OpenAIResearcher" and "OAIResearchMar26." Public server logs reveal that a significant amount of activity came from Microsoft Azure infrastructure, and OpenAI employees also visited the website multiple times after the incident.Some internal investigators at OpenAI wanted to further investigate the incident, but expanding the investigation was reportedly met with resistance from certain individuals, including legal advisors. OpenAI denied that its legal team blocked the investigation and stated that it has not yet had the opportunity to review the relevant reports, and therefore cannot make a substantive response to the allegations contained therein.Researchers believe that this incident highlights the risks of unauthorized collaboration, regulatory circumvention, and hidden behavior that may emerge as AI agents' autonomous capabilities increase. Researchers at the University of Cambridge stated that what may be more concerning is not a single superintelligent system, but rather "large-scale groups of semi-intelligent AI agents collaborating with each other." (Reuters)
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Microsoft Officially Names Developer Device Project Zenith, First to Ship With AMD Ryzen AI Halo Chips
Microsoft has officially named its developer-focused Windows experience Project Zenith and introduced corresponding developer devices, with the first batch equipped with AMD Ryzen AI Halo chips. Targeting developer devices with 64GB or more of unified memory, Project Zenith is positioned as a "distraction-free Windows experience." AMD has already announced the first mini PC featuring this chip at IFA. Over the coming months, Project Zenith will welcome more devices powered by different chips, gradually expanding its product lineup.
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AI security company HiddenLayer closes $100 million Series B round, with Microsoft, Morgan Stanley, and others participating.
As reported by Securityweek, AI security company HiddenLayer has announced the completion of a $100 million Series B funding round. This round was led by Delta-v Capital, with participation from Booz Allen Ventures, Microsoft’s M12, Morgan Stanley, and Ten Eleven Ventures. To date, the company’s cumulative funding has exceeded $155 million. HiddenLayer specializes in full-lifecycle security for Generative AI, Predictive AI, and AI Agents. Its enterprise platform features capabilities including AI asset discovery, AI supply chain security, attack simulation, and runtime protection. The newly raised capital will be primarily directed toward expanding AI Agent runtime security capabilities, particularly for AI coding agents.
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Microsoft-backed AI company G42 seeks billions of dollars in funding and will bring in external capital.
According to Bloomberg, Microsoft-backed AI company G42 has held initial discussions with potential investors to raise billions of dollars, potentially becoming one of the first government-linked artificial intelligence firms in the UAE to expand its capital base through external financing. Sources familiar with the matter stated that the funding amount and deal structure have not yet been finalized, and discussions remain in the exploratory phase. G42 had previously advanced data center projects in Abu Dhabi alongside Microsoft and OpenAI, while also securing backing from Microsoft and other companies.
El Salvador Added 233 New Tokens in 2026, with 78% Concentrated in Q3
According to CriptoNoticias, data from El Salvador's National Digital Assets Commission (CNAD) shows that 233 new tokens were registered in the country's digital asset market in 2026, with 182 concentrated between July and August, accounting for 78.1% of the annual total. The registered assets encompass tokenized stocks of tech giants including Apple, Microsoft, Nvidia, Amazon, Alphabet, and Meta, alongside financial institutions such as JPMorgan Chase, Bank of America, Visa, and Mastercard. The list also features consumer brands like Walmart, Netflix, McDonald's, and Coca-Cola, as well as tokenized versions of indices and assets such as the S&P 500, NASDAQ 100, gold, and U.S. Treasury bonds. Major issuers include MIO 3 MARKETS 1 (101), Monetae Securities (70), and NexBridge Digital Financial Solutions (27). Additionally, 35 tokens originate from local Salvadoran enterprises, covering corporate bonds, commercial paper, real estate financing instruments, and venture capital agreements.
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Refi Hub Co-founder Hit by Malicious Claude Link Attack, Contaminated Skill File Attempts to Steal Credentials
Odaily News: Numa Lunah, co-founder of the crypto project Refi Hub, stated that he was hacked after using a download link provided in a Claude chat window to install a transcription application. The link pointed to a fake website bundled with malware, which attempted to steal all information from his device upon execution.Numa Lunah said he wiped and reinstalled the affected laptop and found no signs of sensitive data leakage. Subsequently, he discovered a contaminated Claude Code skill file named SKILL.md in his backups. The file was disguised as a style guide written by himself and contained instructions to re-download malware and steal credentials every time it was loaded.Microsoft Defender Experts previously warned that attackers have shifted from search engine optimization poisoning to large language model response poisoning. These tactics include recommending attacker-controlled download links, AI-branded fake installers, and contaminated code repositories and agent skills. Individuals working in the crypto industry may hold irrevocable credentials such as mnemonic phrases, private key files, hot wallet JSONs, exchange API keys with withdrawal permissions, and deployer keys. (Bitcoin.com News)
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Grok 4.6 launches on Microsoft Foundry platform
According to Elon Musk's post on X, xAI's Grok 4.6 model is now available on Microsoft's Foundry platform. Enterprise organizations can build with Grok 4.6 on Foundry, compare cutting-edge AI models on the platform, run specific workload tests, deploy managed endpoints, and operate with enterprise-grade security and governance controls.
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OpenAI, Anthropic, and over 100 other institutions issue a joint open letter calling for strengthened global cyber defense in the AI era
Odaily News: OpenAI co-founder Greg Brockman reposted the open letter, with over 100 institutions including Anthropic, AWS, Google, Microsoft, OpenAI, and Oracle jointly calling for strengthened global cyber defense to address the rapidly evolving threat of AI-powered cyberattacks.The open letter states that AI-driven cyberattacks are expected to become more prevalent and sophisticated in the coming months, posing higher risks to critical systems such as hospitals, water treatment facilities, and internet infrastructure. All parties should seize the current window of opportunity in which AI can equally enhance defensive capabilities, accelerate the closure of long-standing security vulnerabilities, and prioritize AI tools with cybersecurity capabilities for critical infrastructure defense teams.The open letter also calls on companies, cybersecurity firms, governments, and frontier AI companies to jointly invest tools, funding, and technical support to strengthen threat intelligence sharing, vulnerability remediation, and continuous security monitoring.
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Nvidia Earnings Preview: Q2 Revenue Expected to Nearly Double to $92.17 Billion, Market Focus on AI Chip Demand and Supply Chain Pressures
Odaily News Nvidia will release its fiscal 2026 second-quarter earnings after the U.S. market close. According to analyst estimates compiled by LSEG, the company's quarterly earnings per share are expected to be $2.10, with revenue projected to reach $92.17 billion.The market expects Nvidia's revenue to nearly double from $46.7 billion in the same period last year, continuing the rapid growth driven by the wave of artificial intelligence infrastructure investment. As a core supplier of AI computing power, Nvidia's GPUs are widely used to train and run advanced AI models, and the company is also involved in advancing the construction of next-generation AI data centers through financing support and other means.However, after nearly three years of significant gains, investor expectations for Nvidia have become more cautious. As of Tuesday's close, Nvidia has risen approximately 14% year-to-date, slightly outperforming the Nasdaq index. Market concerns include competitive pressure from rivals such as AMD and Google, as well as rising costs stemming from the global memory chip shortage.Currently, Nvidia is in a new product cycle, with its latest Vera Rubin AI system already being delivered to customers including Microsoft and OpenAI. Investors will focus on sales progress and supply conditions for the Rubin and Blackwell chip families, as well as the company's outlook for future AI computing power demand.Nvidia CEO Jensen Huang has previously stated that he expects the current product cycle based on the Blackwell and Vera Rubin architectures to generate cumulative sales of $1 trillion by 2027. The company will hold its earnings conference call at 5:00 PM ET. (CNBC)
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Amazon, Apple, Microsoft, and Dell Raise Prices Collectively; IDC Warns Global Memory Shortage May Persist Until 2027
Odaily News: The surge in AI computing demand has driven memory chip prices sharply higher, with upstream pricing pressure transmitting to downstream end devices. Recently, Amazon raised prices on multiple hardware products. Among them, the entry-level model with the highest sales volume in the Echo smart speaker series saw the largest increase, rising from $49.99 to $79.99 (approximately RMB 538), an increase of about 60%. The 16GB base version of the e-reader rose from $109.99 to $149.99 (approximately RMB 1,000), an increase of about 36%.Prior to Amazon's price hikes, tech companies including Apple, Microsoft, and Dell had already responded to cost pressures by raising product prices and reducing standard memory configurations in hardware. Market research firm IDC had previously warned that the global memory shortage may persist until 2027, and industry forecasts indicate that memory chip prices could peak in 2028 before gradually stabilizing and falling. (CCTV Finance)
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Nvidia Faces Major Earnings Test, Wall Street Expects Q2 Revenue to Exceed $92 Billion
Odaily News: Nvidia will release its second fiscal quarter earnings after the US stock market closes today. According to FactSet data, Wall Street expects the company's quarterly revenue to exceed $92 billion; market consensus cited by Cantor Fitzgerald projects Nvidia's third fiscal quarter revenue to reach $103.7 billion.With market expectations for Nvidia's performance already at elevated levels, this earnings report is seen as a critical test for the AI trade. CNBC's Jim Cramer stated that Nvidia's earnings have become "a referendum on the entire AI trade." Additionally, investors will closely monitor Nvidia's degree of dependence on hyperscale cloud providers such as Amazon, Google, and Microsoft. Over the past year, Nvidia has exceeded market expectations on multiple revenue metrics, yet its stock price has declined on the trading day following each earnings release. (CNBC)
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JPMorgan: Marvell CY28 EPS Seen at $11, 14% Above Consensus
According to Chaoxiang Research, a JP Morgan research report dated August 24, 2026, indicates that Marvell Technology's calendar year 2028 EPS is projected to reach $11, representing a 14% upside over the current market consensus of $9.64. JP Morgan reiterates its overweight rating with a $240 target price, citing the commercialization of its custom chip collaboration with Google, the ramp-up of AWS Trainium 3, and a strong order book for Microsoft's Maia XPU. The fact that all three major cloud providers are now on its customer list shows that the market has not yet fully priced in its full-stack capabilities spanning optical communication DSPs, XPU ASICs, and switch chips. JP Morgan forecasts that Marvell's Q2 FY2027 (July quarter) earnings will land in line with or slightly above expectations, driven by robust demand for 1.6T/800G optical communication DSPs and continued customer adoption of the Teralynx 10 switch. Revenue guidance for Q3 FY2027 (October quarter) is expected to approach $3.1 billion, surpassing the market consensus of $3.028 billion, with the data center segment seeing sequential growth of 16% to 18%. The guidance calling for a 55% year-over-year increase in calendar year 2027 data center revenue is highly likely to be revised upward, as the Google partnership validates Marvell's strategic value within the cloud vendor custom chip ecosystem. Key risks include AI capital expenditure trends, ASIC competition, and customer concentration.
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Microsoft derives approximately 70% of its AI business revenue from OpenAI, with clients still highly concentrated in the tech industry
Microsoft's major AI business clients remain primarily concentrated among technology companies. In its most recent fiscal year, approximately 70% of its AI business revenue—amounting to $24.1 billion—came from OpenAI.Additionally, other key Azure AI clients include ByteDance, Meta, Adobe, Perplexity, Sierra, as well as Ant Group, Meituan, and Tencent. Among these, as of June this year, ByteDance's annualized spending on Microsoft's cloud platform is estimated to exceed $1 billion, while Meta spends several hundred million dollars annually.Although Microsoft has previously disclosed that its AI model marketplace has around 100,000 customers, the bulk of its revenue still comes from a small number of large tech and AI companies, which may indicate that AI has yet to achieve large-scale commercial adoption across the broader economy. (Bloomberg)
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High yields on AI data center bonds attract "junk bond" investors; institutions scramble for highly rated infrastructure assets.
According to Bloomberg, as investment in AI infrastructure continues to intensify, data center developers are attracting an increasing number of "junk bond" investors to financing deals, even though some of the bonds themselves have already achieved investment-grade ratings. For example, data center operator QTS Realty Trust issued $3.9 billion in bonds this week to fund data center construction for its Microsoft-related projects. Although this issuance received investment-grade ratings, its yield stands at approximately 7.23%, exceeding the returns typically offered by some medium-grade junk bonds. Additionally, BlackRock also issued high-grade bonds in July for its data center project in Texas, with a yield of 7.53%.
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Nvidia AI Servers May See Price Hikes of Over 15%, Affecting Vera Rubin and Grace Blackwell
Odaily News: Nvidia has informed some of its major customers that, due to the continued rise in memory chip costs, server prices for systems equipped with its AI chips will increase by more than 15% in most cases. The price hike is expected to apply to systems beginning shipments in early 2027, involving products such as Vera Rubin and Grace Blackwell. The exact increase will depend on the chip generation and memory configuration. Manufacturers that produce servers for major data center operators like Microsoft, Google, and Oracle have recently notified customers of the price increases. (Bloomberg)
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About 130 US Data Center Projects Valued at $130 Billion Facing Delays or Pushback, OpenAI and Meta Ramp Up Community Outreach
Odaily News: As concerns grow across the United States over AI data centers' water usage, electricity consumption, and impact on local infrastructure, tech companies such as OpenAI and Meta are adding community relations staff to reduce the risk of local opposition to data center projects. A Gallup survey shows that about 70% of Americans oppose the construction of data centers in their areas, and in the first three months of this year, at least 75 data center projects with a total value of approximately $130 billion were blocked or delayed due to local opposition.Among them, OpenAI is hiring a head of community engagement to mitigate opposition to its data center projects in Ohio and Georgia, while Meta is recruiting a community engagement manager to build relationships with local officials and school districts. Additionally, OpenAI announced this week that it is investing $40 million to establish a community fund in Ohio, Meta has spent millions of dollars on advertising campaigns promoting data centers, and Microsoft has stated it will no longer seek local tax incentives for new data center projects. (Bloomberg)
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Pennsylvania Signs Executive Order to Strictly Regulate AI Data Centers, Requires Developers to Bear Power Grid Costs
According to Decrypt, Pennsylvania Governor Josh Shapiro signed an executive order (Executive Order 2026-05) on August 19, imposing new restrictions on large AI data centers with peak power demand exceeding 25 megawatts. Key measures include: removing data centers from the state Permit Fast Track Program; requiring developers to bear the additional costs caused to the grid without passing them on to ordinary users; prohibiting state government agencies from signing confidentiality agreements regarding data center projects; establishing a public map of proposed facilities; and requiring operating data centers to report energy and water consumption annually starting from July 2027. Shapiro stated that there are currently over 100 data center projects proposed in Pennsylvania, but only 20 have submitted environmental permit applications. Earlier in March this year, tech giants such as Amazon, Google, Meta, and Microsoft had already promised at the White House to bear the costs of new power infrastructure required for data centers themselves.
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