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Back to EpisodesDX Today AI Daily Brief - Wednesday, August 5, 2026
Published 4 weeks ago
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DX Today AI Daily Brief - Wednesday, August 5, 2026
Anthropic signs a roughly $10 billion six year computing deal with Nvidia backed Volta Infrastructure, running on Vera Rubin chips in a Norwegian data center operated by Bitdeer. AMD posts second quarter data center revenue of $6.7 billion, up 107 percent, and guides to roughly $13 billion for the third quarter, though shares slip after hours. SpaceX delivers its first earnings report since going public, with revenue up 92 percent and capital spending of $18.4 billion, most of it aimed at AI infrastructure. Caterpillar reports record revenue of $20.5 billion as data center power demand lifts its power generation business. The White House meets Anthropic, Google, Meta and OpenAI to review a completed voluntary framework for testing frontier models, then declines to publish it. Nvidia releases Alpamayo 2 Super, an open 34 billion parameter vision language action model for robotaxis. Runware launches the Sonic Inference Pod, a shipping container data center holding up to 1,200 GPUs. Bending Spoons agrees to acquire Airtable in an all cash deal. Polymarket seeks new funding above a $20 billion valuation. HappyRobot raises $150 million at a $1.2 billion valuation. Obsidian Security raises $85 million to secure autonomous agents. And Nutanix cuts five percent of its global workforce.
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Anthropic signs a roughly $10 billion six year computing deal with Nvidia backed Volta Infrastructure, running on Vera Rubin chips in a Norwegian data center operated by Bitdeer. AMD posts second quarter data center revenue of $6.7 billion, up 107 percent, and guides to roughly $13 billion for the third quarter, though shares slip after hours. SpaceX delivers its first earnings report since going public, with revenue up 92 percent and capital spending of $18.4 billion, most of it aimed at AI infrastructure. Caterpillar reports record revenue of $20.5 billion as data center power demand lifts its power generation business. The White House meets Anthropic, Google, Meta and OpenAI to review a completed voluntary framework for testing frontier models, then declines to publish it. Nvidia releases Alpamayo 2 Super, an open 34 billion parameter vision language action model for robotaxis. Runware launches the Sonic Inference Pod, a shipping container data center holding up to 1,200 GPUs. Bending Spoons agrees to acquire Airtable in an all cash deal. Polymarket seeks new funding above a $20 billion valuation. HappyRobot raises $150 million at a $1.2 billion valuation. Obsidian Security raises $85 million to secure autonomous agents. And Nutanix cuts five percent of its global workforce.
DX Today - Your daily AI news briefing, delivered every morning.
#AINews #AIInfrastructure #AIEarnings #AIPolicy #DXToday