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Tesla delivered 480,126 vehicles in the second quarter, beating Wall Street estimates with a 25% year-on-year increase. The stock dropped. That reaction tells you everything about where expectations sit ahead of Wednesday’s earnings report. A beat is now the baseline. If exceeding delivery targets does not trigger a rally, meeting or slightly beating bottom-line earnings […] This story continues at The Next Web

Most self-driving AI models study how humans drive and try to copy them. They work well in normal conditions but struggle to explain why they chose one path over another, which becomes a problem when a split-second decision goes wrong. A team at Seoul National University led by professor Jun Won Choi has built a […] This story continues at The Next Web

Kai-Fu Lee’s 01.ai is raising a pre-IPO round ahead of a planned Hong Kong listing in 2027, the former Google China chief told Bloomberg at the World AI Conference in Shanghai. The company is unwinding its offshore holding structure, the same prerequisite that Moonshot dismantled in May to clear its own path to a Hong […] This story continues at The Next Web

Neo emerged from stealth on Monday with $100 million in funding from Andreessen Horowitz and Bessemer Venture Partners, with Craft Ventures and Merlin Ventures also participating. The company, founded by former SentinelOne, Wiz, and Palo Alto Networks executives, is building what it calls a real-time control layer for agentic software in the enterprise. The problem […] This story continues at The Next Web

Anduril and Archer Aviation unveiled Thunder at the Farnborough International Airshow on Sunday, a Group 5 autonomous attack rotorcraft built on a jointly developed dual-use platform. The aircraft is designed to multiply the combat power of crewed attack and assault helicopters by operating alongside them without a pilot. It uses a series hybrid-electric powertrain and […] This story continues at The Next Web

California District Judge Araceli Martínez-Olguín granted a temporary restraining order on the $110 billion Paramount-Warner Bros. Discovery merger on Monday, pausing the deal for 14 days. The order came after a coalition of 12 state attorneys general led by California’s Rob Bonta sued to block the acquisition last week, arguing it would violate the Clayton […] This story continues at The Next Web

For a year, one question has hung over China’s fast-improving AI models: what are they actually running on? Z.AI has just given part of the answer. It has built a huge data centre that uses only Chinese-made chips. The company, formerly known as Zhipu, has started partially operating the site, Bloomberg reported, citing a person […] This story continues at The Next Web

AMD’s Helios is a single rack containing 72 Instinct MI455X GPUs, 31 terabytes of HBM4 memory, and 2.9 exaflops of FP4 inference compute. It is AMD’s first rack-scale AI system and its direct answer to Nvidia’s Vera Rubin NVL72. The system uses 18 compute trays, each holding four MI455X accelerators on the new CDNA 5 […] This story continues at The Next Web

When Google’s AI answers a question, it is increasingly not reading a website. It is reading a Facebook post. New data suggests social platforms have become a core source for Google’s AI answers. Often the user never visits the platform at all. The findings come from BrightEdge, an enterprise SEO firm. Its tool tracks roughly […] This story continues at The Next Web

Most AI chips are general-purpose. You load a model onto them, and they run it. Google is reportedly trying something stranger: a chip that is the model, with Gemini’s blueprint etched into the hardware itself. The project, informally called “Frozen v2,” was reported by The Information and picked up by Reuters and Bloomberg Law. Alphabet […] This story continues at The Next Web

Google is making Gemini’s personalized AI image generation free for all eligible users in the United States, removing a paywall that had restricted the feature to Plus, Pro, and Ultra subscribers since its launch in April. The expansion, announced on Sunday, lets any US user aged 13 or older generate images informed by their Google […] This story continues at The Next Web

Amazon is looking for cheaper alternatives to Anthropic’s Claude models after a renegotiated contract will shift to token-based pricing that could substantially increase the company’s AI costs, according to The Information. The new pricing structure does not take effect until next year, but Amazon is already exploring options including OpenAI. The report highlights a deepening […] This story continues at The Next Web

Germany is quietly building its own brain for future air warfare, and it wants Helsing to write the code. Berlin is lining up a €580mn contract for the Munich AI firm. The software would link fighters, drones, satellites and sensors, according to documents seen by Politico. The deal salvages something from the wreckage of Europe’s […] This story continues at The Next Web

A developer has reopened a long-standing complaint about Microsoft’s support policy for its .NET development platform, arguing in a new GitHub issue that the three-year window for long-term support releases is too short for enterprise upgrade cycles. The current release model gives even-numbered versions three years of free support and odd-numbered versions 18 months. The […] This story continues at The Next Web

Swift has watched the sky since 2004, catching some of the universe’s biggest explosions. Now it is sinking, and time is short. NASA is paying Katalyst Space Technologies about $30mn to save it, the Associated Press reported. Liftoff could come as early as Tuesday. The plan sounds simple and is anything but. Reach a satellite […] This story continues at The Next Web

Taiwan’s Keelung District Prosecutors Office raided Super Micro Computer’s local office on Monday, widening an investigation into the alleged smuggling of Nvidia chips to China through the company’s servers. The raid also targeted the residences of six individuals and the sites of two other affiliated companies, according to Bloomberg. Super Micro shares fell more than […] This story continues at The Next Web

Waymo robotaxis are no longer available on Uber’s app in Phoenix, ending a nearly three-year partnership in the city that served as the first test of whether the two former courtroom rivals could work together. Both companies confirmed the split to TechCrunch on Monday. Waymo said the vehicles have already been folded back into its […] This story continues at The Next Web

Washington lobbying firms have been quietly dropping Alibaba and Tencent as clients ahead of a new Pentagon rule that takes effect on Tuesday. According to Bloomberg, Alibaba has lost five lobbying firms and Tencent has lost four since the Defense Department expanded its list of Chinese military companies earlier this month. The departures leave two […] This story continues at The Next Web

California has struck a deal with Anthropic that gives all state agencies and local governments access to Claude at half price. The agreement, announced by Governor Gavin Newsom on Sunday, makes Claude the first AI productivity tool available statewide through the California Department of Technology’s shared services portal. Anthropic will also provide free workforce training […] This story continues at The Next Web

Arena, the crowdsourced AI leaderboard that started as a UC Berkeley research project in 2023, has reached 100 million dollars in annualized revenue just eight months after launching its first commercial product. The platform is best known for letting users compare two anonymous AI model responses side by side and vote on which is better. […] This story continues at The Next Web