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

Microsoft shifts from three reporting segments to two: Agents and Infra, including Microsoft 365 and Azure, and Devices and Consumer, with Windows and Xbox (Stephen Nakrosis/Wall Street Journal)

https://www.wsj.com/tech/ai/microsoft-to-change-reporting-structure-to-reflect-effects-of-ai-59dce66d

A look at Loudoun County, Virginia, dubbed "Data Center Alley", which hosts ~250 data centers and offers a glimpse into data centers' impact on communities (Lauren Feiner/The Verge)

https://www.theverge.com/cs/features/975597/loudoun-county-virginia-data-center-backlash?view_token=eyJhbGciOiJIUzI1NiJ9.eyJpZCI6ImdOTzNBbXNGVFoiLCJwIjoiL2NzL2ZlYXR1cmVzLzk3NTU5Ny9sb3Vkb3VuLWNvdW50eS12aXJnaW5pYS1kYXRhLWNlbnRlci1iYWNrbGFzaCIsImV4cCI6MTc4ODc4MjY4NiwiaWF0IjoxNzg4MzUwNjg3fQ.fluxVpED1fJ-DEk8WWOP3EJ5LdE4FtugNovvbbdW1j0&utm_medium=gift-link

Sources: Meta adjusts employee review language around "AI-driven impact" and token usage, easing off on tokenmaxxing, while promoting the use of AI agent Hatch (Wired)

https://www.wired.com/story/meta-pushes-its-new-ai-agent-on-employees-but-eases-off-on-tokenmaxxing/

China-based Moonshot filed confidentially for a Hong Kong IPO; source: the company is in talks to raise a pre-IPO funding round at a $50B valuation (Juro Osawa/The Information)

https://www.techmeme.com/260902/p50#a260902p50

South Korean semiconductor exports surged 209% YoY to a record $46.65B in August, accounting for 47.5% of the country's goods exports, according to officials (Lim Hui Jie/CNBC)

https://www.cnbc.com/2026/09/03/south-korea-semiconductor-exports-surging-concerns.html

Sources: ByteDance has secured a $29.6B loan in Asia's second-largest USD-denominated borrowing this year, behind SoftBank's $40B bridge loan signed in March (Bloomberg)

https://www.bloomberg.com/news/articles/2026-09-03/bytedance-gets-30-billion-loan-asia-s-second-largest-this-year

The LA Unified School District bars ~378,000 students from using AI tools on district-provided laptops and tablets as officials review AI's role in classrooms (Julia Szymanski/LAmag)

https://lamag.com/education/lausd-bars-ai-use-in-schools/

Equinix, whose stock is up 33% YTD, pushing its market cap to $100B, inks a deal with Nvidia to let customers run their AI models on the Together AI platform (CNBC)

https://www.cnbc.com/2026/09/02/equinix-partners-with-nvidia-carves-niche-in-ai-data-center-boom.html

A survey of 21,000 internet-using children aged 12 to 17 across 21 countries finds almost one in five experienced tech-facilitated sexual exploitation and abuse (UNICEF)

https://www.techmeme.com/260903/p3#a260903p3

Uber is aligning with drivers' unions in a bid to slow the rollout of robotaxis across the US, as it faces a technological disruption to its core business (Rafe Rosner-Uddin/Financial Times)

https://www.techmeme.com/260903/p4#a260903p4

Taiwan investigated 166 cases in six years involving companies allegedly hiding China ties while pursuing chip talent and tech, alongside 67 trade-secret probes (Kinling Lo/Rest of World)

https://restofworld.org/2026/taiwan-china-chip-investigations/

Several international law firms are seeking to build bespoke AI tools to gain an edge and protect their IP, while using off-the-shelf AI for everyday tasks (Nick Huber/Financial Times)

https://www.ft.com/content/c0c8ae73-27fd-4828-aa48-72cdae6613ff

How organized opposition that toppled a $100B data center project in Virginia's Prince William County became a blueprint for data center backlash in the US (Dawn Lim/Bloomberg)

https://www.bloomberg.com/news/features/2026-09-02/how-a-revolt-toppled-a-100-billion-data-center-by-historic-battlefield?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc4ODQwODkzMiwiZXhwIjoxNzg5MDEzNzMyLCJhcnRpY2xlSWQiOiJUS1I5VUVWVFREMEswMCIsImJjb25uZWN0SWQiOiIwNEFGQkMxQkYyMTA0NUVEODg3MzQxQkQwQzIyNzRBMCJ9.H33P86mAG6ZYn1Y387kYFG-SIBe6au3JvgiP6O6ELZc