Musk told investors Optimus has no existing supply chain and every part is new, as Tesla quietly dropped mass production language from its earnings deck ...

Reddit's stock fell 9% on a report it may end Google's access to its content for AI, as AI Overviews gut the referral traffic publishers rely on.

AMD launched the MI455X accelerator, Helios server rack, and Venice Epyc processor at its Advancing AI event, predicting a $2 trillion market by 2030 ...

Tesla's Q2 revenue hit $28.24B (+26% YoY) with 480,126 deliveries. Operating income collapsed 57% to $398M. R&D spending jumped 49% to $2.37B on AI and robotics.

Elon Musk thanked Micron for a 'significant' memory-chip allocation on Tesla's earnings call, even as he builds Terafab, a $55bn Tesla-SpaceX chip factory.

Nvidia CEO Jensen Huang donated $75M to Vanderbilt for an art, architecture and design college in San Francisco. It opens next year at the former CCA campus.

OpenAI will spend over $30bn on a 3.2-gigawatt data centre near Savannah, Georgia. It's now designing Stargate sites itself, and courting wary neighbours.

Nvidia donated a DGX GB300 supercomputer to the Naval Postgraduate School, a military first, to teach officers AI's uses and its limits.

Nvidia has open-sourced a medical-physics simulator that cuts surgical-robot training from 5 hours to under 2 minutes. Medtronic and J&J are already using it.

Ford and Geely announced a joint venture to produce EVs at Ford's Valencia plant. Ford holds 66%. Four models planned from 2028. Operations start H1 2027.

Foreign investors applied to pour $40.6bn into Thailand in H1, up 80%, with AI and data centres taking three-quarters of the total.

Khosla Ventures, the first investor in OpenAI, is in talks to raise up to $5.5bn, its largest fund ever, as AI-era VCs chase record sums.