Sources: Saudi AI company Humain is planning to raise an initial $2.5B fund to help finance data center capacity of 250 MW in Saudi Arabia (Omar El Chmouri/Bloomberg)
https://www.bloomberg.com/news/articles/2026-09-03/saudi-firm-humain-eyes-2-5-billion-fund-to-build-data-centers
https://www.bloomberg.com/news/articles/2026-09-03/saudi-firm-humain-eyes-2-5-billion-fund-to-build-data-centers
Bloomberg.com
Saudi Firm Humain Eyes $2.5 Billion Fund to Build Data Centers
Artificial intelligence firm Humain is planning to raise an initial $2.5 billion from global and domestic investors for a fund to invest in data centers in Saudi Arabia, according to people familiar with the matter.
PitchBook: 95+ investors put money into both Anthropic and OpenAI amid shifting norms; sources: Menlo, Lightspeed, and Iconiq each hold 1%-2% Anthropic stakes (Erin Griffith/New York Times)
https://www.nytimes.com/2026/09/03/technology/anthropic-ipo-investors-winners.html
https://www.nytimes.com/2026/09/03/technology/anthropic-ipo-investors-winners.html
Nytimes
Which Investors Will Get Rich From Anthropic’s IPO?
When Anthropic goes public in a blockbuster offering, which investors will profit? The answer says a lot about how much start-up investing has changed over the years.
Upwind, which filters false security alerts in cloud apps so companies can focus on actual risks, raised $300M at a $3.8B valuation, up from $1.5B in January (Meir Orbach/CTech)
https://www.calcalistech.com/ctechnews/article/0kbwgdw01
https://www.calcalistech.com/ctechnews/article/0kbwgdw01
ctech
Upwind raises $300 million, more than doubles valuation to $3.8 billion in five months
The Israeli cloud security company was valued at $1.5 billion when it raised $250 million in January, and has since attracted fresh backing from Bessemer Venture Partners, TCV, Salesforce Ventures and other prominent investors.
Claude, ChatGPT, and Grok are experiencing issues; Anthropic reports errors across Opus 4.8 and Opus 5, and OpenAI reports errors across ChatGPT and Codex (Ben Schoon/9to5Google)
https://9to5google.com/2026/09/03/chatgpt-claude-grok-outages/
https://9to5google.com/2026/09/03/chatgpt-claude-grok-outages/
9to5Google
It's not just you; ChatGPT, Claude, and Grok were all down in confirmed outages
A widespread outage has taken out popular AI platforms including ChatGPT, Claude, and Grok. Update 12:38pm PT: All services are...
Nvidia says the RTX Spark N1X launches in October in two configurations: a 20-core CPU with a 6,144-core Blackwell GPU and an 18-core CPU with a 5,120-core GPU (Andrew E. Freedman/Tom's Hardware)
https://www.techmeme.com/260903/p26#a260903p26
https://www.techmeme.com/260903/p26#a260903p26
Techmeme
Nvidia says the RTX Spark N1X launches in October in two configurations: a 20-core CPU with a 6,144-core Blackwell GPU and an 18…
Andrew E. Freedman / Tom's Hardware: Nvidia says the RTX Spark N1X launches in October in two configurations: a 20-core CPU with a 6,144-core Blackwell GPU and an 18-core CPU with a 5,120-core GPU
Nvidia launches Personal AI Router (PAIR), a free tool that distributes local AI inference workloads across compatible computers on a network, in beta (Antonio G. Di Benedetto/The Verge)
https://www.theverge.com/ai-artificial-intelligence/989435/nvidia-pair-personal-ai-router-home-local-llm-compute-tool-rtx-macbook
https://www.theverge.com/ai-artificial-intelligence/989435/nvidia-pair-personal-ai-router-home-local-llm-compute-tool-rtx-macbook
The Verge
Nvidia launches free tool that links idle computers into a personal AI data center
We have AI tokens at home.
Sources: Cursor was a top-five OpenAI customer at the start of 2026; OpenAI estimated in spring that Cursor would bring in $1B+ in annualized revenue for OpenAI (Maxwell Zeff/Wired)
https://www.wired.com/story/openai-elon-musk-cursor-billion-revenue/
https://www.wired.com/story/openai-elon-musk-cursor-billion-revenue/
WIRED
OpenAI Cut Off a Billion-Dollar Customer to Avoid Elon Musk
OpenAI recently estimated its Cursor partnership would make more than $1 billion in revenue a year, WIRED has learned. It still walked away after Elon Musk’s SpaceX acquired the AI coding startup.
India-based smart ring maker Ultrahuman raised $70M, including $5M in debt, a source says at a $365M valuation, and is working with Qualcomm on a new ring (Jagmeet Singh/TechCrunch)
https://techcrunch.com/2026/09/03/qualcomm-backs-ultrahuman-in-70m-round-on-bet-to-turn-smart-rings-into-computers/
https://techcrunch.com/2026/09/03/qualcomm-backs-ultrahuman-in-70m-round-on-bet-to-turn-smart-rings-into-computers/
TechCrunch
Qualcomm backs Ultrahuman in $70M round on bet to turn smart rings into computers | TechCrunch
Ultrahuman is targeting a $200 million annual revenue run rate by January 2027 as it builds a new Qualcomm-powered smart ring.
Microsoft will open Xbox Cloud Gaming to non-Game Pass users via a pay-as-you-go model; Ultimate subs will be limited to 15 hours per month of cloud gaming (Tom Warren/The Verge)
https://www.theverge.com/news/989211/microsoft-xbox-cloud-gaming-pay-as-you-go-option
https://www.theverge.com/news/989211/microsoft-xbox-cloud-gaming-pay-as-you-go-option
The Verge
Microsoft opens up Xbox Cloud Gaming with new pay-as-you-go option
Microsoft is trying once again to tempt people without an Xbox into its ecosystem.
Humain launches humain-m3, an Arabic-language model developed with MiniMax, amid controversy among US allies over sovereign AI built with Chinese models (Bloomberg)
https://www.bloomberg.com/news/articles/2026-09-03/saudi-arabia-s-humain-unveils-ai-model-based-on-china-s-minimax
https://www.bloomberg.com/news/articles/2026-09-03/saudi-arabia-s-humain-unveils-ai-model-based-on-china-s-minimax
Bloomberg.com
Saudi Arabia’s Humain Unveils AI Model Based on China’s MiniMax
Saudi Arabia’s artificial intelligence company Humain has built a national AI platform based on an open model from Chinese lab MiniMax Group Inc., joining a growing list of countries seeking tighter control of the increasingly important technology.
Sources: Mira Murati's Thinking Machines Lab is in talks to raise $1B+ at a $40B+ pre-money valuation, lower than the $50B+ valuation it sought last year (The Information)
https://www.theinformation.com/articles/thinking-machines-lab-talks-raise-billions-roughly-40-billion-valuation
https://www.theinformation.com/articles/thinking-machines-lab-talks-raise-billions-roughly-40-billion-valuation
The Information
Nvidia in Talks to Invest Around $2.5 Billion in Murati’s Thinking Machines Lab
Thinking Machines Lab, the AI developer led by ex-OpenAI Chief Technology Officer Mira Murati, is in talks to raise between $5 billion and $6 billion at a valuation of at least $40 billion before the investment, existing investor Andreessen Horowitz has told…
OpenAI prices GPT-6 Astra at $10/1M input tokens and $50/1M output tokens, matching Anthropic's pricing for Claude Fable 5.1 (The Deep View)
https://www.thedeepview.com/articles/openai-s-astra-leans-into-agentic-tasks-and-safety
https://www.thedeepview.com/articles/openai-s-astra-leans-into-agentic-tasks-and-safety
The Deep View
OpenAI's Astra leans into agentic tasks and safety
OpenAI's now infamous model that was part of the Hugging Face breach is about to be loose in the world, but with new safeguards. On Thursday, OpenAI unveiled G...
OpenAI calls GPT-6 Astra the "world's best computer use model"; in tests, it booked DMV appointments and searched job listings faster than the average person (Maxwell Zeff/Wired)
https://www.wired.com/story/openai-says-gpt-6-can-use-a-computer-better-than-a-human/
https://www.wired.com/story/openai-says-gpt-6-can-use-a-computer-better-than-a-human/
WIRED
GPT-6 Astra Is Here—and OpenAI Thinks It May Kick Off the AGI Era
OpenAI leaders think the company’s next generation model, which excels at computer use and coding, may mark a major milestone in AI development.
OpenAI says Astra was built on its largest-ever training run, using more than 100,000 GPUs at its Stargate site in Texas (Ina Fried/Axios)
https://www.axios.com/2026/09/03/openai-astra-gpt-6-agi-brockman
https://www.axios.com/2026/09/03/openai-astra-gpt-6-agi-brockman
Axios
"Welcome to the AGI era," OpenAI says as GPT-6 Astra debuts
Executives say this could mark the moment when artificial general intelligence equals human capabilities.
Microsoft AI debuts MAI-Transcribe-2, a speech recognition model that it says beats Gemini 3.5 Transcribe and GPT-Transcribe, at $0.10/audio hour through 2026 (Michael Nuñez/VentureBeat)
https://venturebeat.com/infrastructure/microsoft-ais-mai-transcribe-2-undercuts-openai-google-and-elevenlabs-on-price-and-speed
https://venturebeat.com/infrastructure/microsoft-ais-mai-transcribe-2-undercuts-openai-google-and-elevenlabs-on-price-and-speed
Venturebeat
Microsoft AI’s MAI-Transcribe-2 undercuts OpenAI, Google and ElevenLabs on price and speed
Microsoft’s MAI-Transcribe-2 offers faster AI transcription for 10 cents an hour, challenging OpenAI, Google and ElevenLabs.
A White House official says Zuckerberg opposed a US AI regulator in a call with Trump last month; another source says he didn't ask Trump to change his stance (Politico)
https://www.politico.com/news/2026/09/03/mark-zuckerberg-said-a-national-ai-regulator-was-a-flawed-idea-in-a-secret-call-with-president-trump-01063843
https://www.politico.com/news/2026/09/03/mark-zuckerberg-said-a-national-ai-regulator-was-a-flawed-idea-in-a-secret-call-with-president-trump-01063843
POLITICO
Zuckerberg opposed White House AI proposal in private call with Trump
The Trump administration is now considering both a FINRA-style approach and David Sacks’ industry-led approach as potential paths forward.
DOD's Emil Michael says Anthropic is still a designated supply chain risk, a day after Howard Lutnick said it resolved its issues with the Trump administration (Maggie Eastland/Bloomberg)
https://www.bloomberg.com/news/articles/2026-09-03/pentagon-says-its-anthropic-ban-is-on-despite-lutnick-remarks
https://www.bloomberg.com/news/articles/2026-09-03/pentagon-says-its-anthropic-ban-is-on-despite-lutnick-remarks
Bloomberg.com
Pentagon Says Its Anthropic Ban Is On, Despite Lutnick Remarks
US Commerce Secretary Howard Lutnick said Anthropic PBC has resolved its long-running issues with the Trump administration but a top Pentagon official begs to differ.
GPT-6 Astra scores 62.7% on ARC-AGI-3 with the standard harness and 99.9% with a new provider adapter harness; Claude Opus 5 scored 30.2%, and GPT-5.6 Sol 7.8% (Greg Kamradt/ARC Prize)
https://arcprize.org/blog/astra
https://arcprize.org/blog/astra
ARC Prize
OpenAI's GPT-6 Astra on ARC-AGI-3 | ARC Prize
OpenAI's GPT-6 Astra reaches state-of-the-art results on ARC-AGI-3
Sources: Crusoe signed a ~$13B, five-year deal with Jane Street to provide GPUs and other infrastructure for AI training and inference via its cloud platform (Bloomberg)
https://www.bloomberg.com/news/articles/2026-09-03/crusoe-signs-roughly-13-billion-ai-cloud-deal-with-jane-street
https://www.bloomberg.com/news/articles/2026-09-03/crusoe-signs-roughly-13-billion-ai-cloud-deal-with-jane-street
Bloomberg.com
Crusoe Signs Roughly $13 Billion AI Cloud Deal With Jane Street
Crusoe, a data center upstart with contracts to supply AI computing power to the likes of Meta Platforms Inc. and Oracle Corp., has signed a cloud contract with trading firm Jane Street Group valued at around $13 billion, according to people with knowledge…
OpenAI commits $1B in subsidized model access, training, support, and partnerships to a new initiative aimed at protecting essential services around the world (Sam Sabin/Axios)
https://www.axios.com/2026/09/03/openai-critical-infrastructure-cyber-ai-models
https://www.axios.com/2026/09/03/openai-critical-infrastructure-cyber-ai-models
Axios
OpenAI unveils plan to protect critical services from AI cyberattacks
The move comes as the AI lab releases its most powerful model to date.
Adobe names Customer Experience Orchestration president Anil Chakravarthy as CEO, effective December 1, replacing Shantanu Narayen, who becomes executive chair (Annie Palmer/CNBC)
https://www.cnbc.com/2026/09/03/adobe-anil-chakravarthy-ceo.html
https://www.cnbc.com/2026/09/03/adobe-anil-chakravarthy-ceo.html
CNBC
Adobe names Anil Chakravarthy as CEO, replacing Shantanu Narayen
Adobe announced Anil Chakravarthy as its next CEO, replacing Shantanu Narayen, who announced his departure last March.