The Trump administration files a brief supporting OpenAI in its dispute with NYT, saying training LLMs on copyrighted works generally constitutes fair use (Blake Brittain/Reuters)

https://www.reuters.com/legal/litigation/us-government-backs-openai-new-york-times-copyright-case-2026-09-02/

Austin-based HiddenLayer, which makes security tools to protect AI models, agents, and workflows, raised a $100M Series B led by Delta-v Capital (Ram Iyer/TechCrunch)

https://techcrunch.com/2026/09/02/hiddenlayer-nabs-100m-as-enterprises-rush-to-secure-their-ai-deployments/

Google launches Gemini 3.8 Flash, three weeks after 3.7 Flash launch, for an introductory price of $0.75/1M input and $3.75/1M output tokens until December 31 (Abner Li/9to5Google)

https://9to5google.com/2026/09/02/gemini-3-8-flash-launch/

Google launches Gemini 3.8 Flash Cyber for partners in its new Fairwind Program, and says Gemini 3.8 Flash beats Opus 5 and GPT-5.6 Sol on some benchmarks (Google)

https://blog.google/innovation-and-ai/models-and-research/gemini-models/3-8-flash-and-3-8-flash-cyber/

MrBeast, whose YouTube channel recently hit 500M subs, will feature Gemini, Google Health, and the Fitbit Air in his videos as part of a multi-year Google deal (Stevie Bonifield/The Verge)

https://www.theverge.com/tech/988355/mrbeast-google-partnership-gemini-fitbit

The US Army awards $192M in contracts to Palantir and Anduril to produce eight TITAN AI-powered mobile ground stations, to be delivered over the next 18 months (Barratt Dewey/Tectonic Defense)

https://www.tectonicdefense.com/the-army-awards-palantir-and-anduril-192m-for-eight-titan-mobile-ground-stations/

Huskeys, which uses agentic AI to help companies block AI-driven attacks, raised a $27M Series A led by Blackstone Innovations Investments at a $100M+ valuation (Maria Armental/Wall Street Journal)

https://www.wsj.com/pro/private-equity/blackstone-backs-cybersecurity-startup-huskeys-to-fight-unwanted-ai-traffic-410c5c6a?st=RxHExB&reflink=desktopwebshare_permalink

Commerce Secretary Howard Lutnick says "we trust Anthropic" as they are "back on the right side" with the administration and that "they've done what we asked" (Maria Curi/Axios)

https://www.axios.com/2026/09/02/lutnick-anthropic-trump

Thyme Care, which focuses on filling gaps in cancer treatment through a virtual navigation platform, raised a $125M Series E at a $2B+ valuation (Ian Thomas/CNBC)

https://www.cnbc.com/2026/09/02/thyme-care-raises-125-million-cancer-startups-value-over-2-billion.html

X says US payouts for its Original Content Rewards and Subscriptions will now be handled through X Money (Sarah Perez/TechCrunch)

https://techcrunch.com/2026/09/02/x-shifts-us-creator-payouts-from-stripe-to-x-money/

Meta rolls out Muse Spark 1.3 in Muse Code and Meta's API, saying it significantly improves coding and agentic performance, at the same price as its predecessor (Ina Fried/Axios)

https://www.axios.com/2026/09/02/meta-debuts-muse-spark-13-as-personal-agent-work-continues

Mark Zuckerberg says Meta's Watermelon model and Muse Spark open weights are "coming soon" (Mark Zuckerberg/@finkd)

https://www.techmeme.com/260902/p37#a260902p37

Letter: OpenAI told two House Democrats that its engineers are developing "automated shutdown capabilities" for AI systems (Courtney Rozen/Reuters)

https://www.reuters.com/legal/litigation/openai-is-building-automated-shutdown-capabilities-ai-tools-letter-lawmakers-2026-09-02/

Snowflake reports Q2 revenue up 35% YoY to $1.55B, vs. $1.48B est., and forecasts Q3 and FY 2027 product revenue above estimates; SNOW jumps 22%+ after hours (MarketWatch)

https://www.techmeme.com/260902/p39#a260902p39

Broadcom reports Q3 revenue up 86% YoY to $29.59B, vs. $29.36B est., AI semiconductor revenue up 221% to $16.7B, and forecasts Q4 revenue below estimates (Jordan Novet/CNBC)

https://www.cnbc.com/2026/09/02/broadcom-avgo-q3-earnings-report-2026.html

HPE reports Q3 revenue up 34% YoY to $12.2B, vs. $11.9B est., forecasts FY 2026 and FY 2027 sales growth above est., signs a $3.5B server deal with a cloud firm (Dina Bass/Bloomberg)

https://www.bloomberg.com/news/articles/2026-09-02/hpe-lifts-sales-forecast-on-ai-demand-for-servers-networking

Muse Spark 1.3 with max reasoning, in limited preview for partners, scores 62 on the Artificial Analysis Intelligence Index, behind only Fable 5.1 and Opus 5 (@artificialanlys)

https://www.techmeme.com/260902/p42#a260902p42

Sources: Thoma Bravo-backed Proofpoint is in talks to acquire cybersecurity company Varonis; Varonis rose 10.4% on Wednesday, giving it a market value of ~$5.4B (Ryan Gould/Bloomberg)

https://www.bloomberg.com/news/articles/2026-09-02/thoma-bravo-s-proofpoint-is-said-in-talks-to-acquire-varonis

Sources: Palo Alto Networks paid $500M in cash and stock to acquire agentic IT support startup Console; PitchBook: Console was valued at $157M before the sale (Marina Temkin/TechCrunch)

https://techcrunch.com/2026/09/02/palo-alto-networks-paid-500m-for-thrive-backed-console-sources-say/

Uber launches London's first commercial robotaxi service; the vehicles use Wayve's autonomous driving tech and will initially have human safety drivers (Andrew J. Hawkins/The Verge)

https://www.theverge.com/news/988415/uber-wayve-robotaxi-london-launch

Microsoft will start disclosing Azure quarterly revenue as part of a shift in its reporting structure, under which Azure revenue grew 42% YoY to $29.42B in Q4 (Jordan Novet/CNBC)

https://www.cnbc.com/2026/09/02/microsoft-to-disclose-azure-revenue-as-part-of-segment-changes.html