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Tue Sep-01 14:47:50

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🗞️ News

Top Tech News Today, August 12, 2026: Anthropic, Google, IBM, Lovable, Nvidia, OpenAI, & More - Tech Startups

Wed Aug-12 15:20:17product65

Google CEO Sundar Pichai announced that the Gemini app has surpassed 1 billion monthly active users, marking it as the company's fastest-growing product.

GOOGL ▲ FRESHMSFT · REPRICINGMETA · PRICEDAMZN · FRESHNVDA · PRICEDtechstartups.com ↗

Elon Musk's answer to Claude Cowork: What is Grok Bot and what makes it different?

Wed Aug-12 15:12:57product65

SpaceXAI (linked to Elon Musk/Tesla) launched Grok Bot, an agentic AI product developed with Cursor, enabling autonomous task execution across software tools.

TSLA ▲ REPRICINGMSFT · REPRICINGGOOGL · FRESHMETA · REPRICINGAMZN · REPRICINGNVDA · PRICEDindianexpress.com ↗

Micron Set A Margin Record On Prices It Has Agreed To Cap

Wed Aug-12 15:10:46earnings85

Micron Technology reported a record quarterly gross margin of 84.9% driven by pricing power rather than volume, while securing long-term take-or-pay contracts that cap future prices for approximately 40% of its revenue.

MU ▲ PRICEDNVDA · PRICEDAMD · PRICEDTSM · PRICEDAVGO · REPRICINGfinance.yahoo.com ↗

SMCI's Next AI Bottleneck Isn't Demand—It's Working Capital

Wed Aug-12 14:52:04earnings65

Super Micro Computer executives indicated that while demand remains robust with a record backlog, rapid growth beyond current guidance could strain working capital and necessitate additional financing.

SMCI · PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDwww.benzinga.com ↗

Germany Invokes Cayla Spy-Device Law Against Meta Smart Glasses; Owners Face Destruction Risk

Wed Aug-12 14:51:25regulatory65

German regulators have filed a criminal complaint and petition to ban Meta's Ray-Ban smart glasses under spy-device laws, potentially forcing product withdrawal and exposing owners to legal risk.

META ▼ REPRICINGwww.techtimes.com ↗

Broadcom Wins If AI Wins So I Keep Buying

Wed Aug-12 14:50:51guidance85

Broadcom raised its full-year 2026 AI semiconductor revenue guidance to $56 billion, citing strong demand for networking silicon and custom AI accelerators.

AVGO ▲ REPRICINGGOOGL · REPRICINGMETA · REPRICINGNVDA · PRICED247wallst.com ↗

Tim Cook Is Handing Off Apple to John Ternus as CEO on Sept. 1. Here's How Apple's Stock Has Performed Over Cook's 15-Year Tenure.

Wed Aug-12 14:50:48other95

Apple announced that John Ternus will succeed Tim Cook as CEO on September 1, 2026, marking a significant leadership transition for the company.

AAPL · FRESHwww.nasdaq.com ↗

ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom

Wed Aug-12 14:50:29guidance65

ASML raised its 2026 sales outlook and key supplier Zeiss confirmed capacity to meet AI-driven demand, alleviating supply chain bottleneck concerns for TSMC and the broader semiconductor sector.

ASML ▲ REPRICINGTSM ▲ PRICEDNVDA ▲ PRICEDAMD ▲ PRICEDAVGO ▲ REPRICINGQCOM ▲ REPRICINGMU ▲ PRICEDfinance.yahoo.com ↗

Cost of insuring against default by AI hyperscalers hits record levels

Wed Aug-12 14:30:22other65

Credit default swap spreads for major AI hyperscalers including Alphabet, Amazon, Meta, and Microsoft have hit record levels, signaling investor concern over the sustainability of their massive capital expenditure on AI infrastructure.

GOOGL ▼ FRESHAMZN ▼ FRESHMETA ▼ FRESHMSFT ▼ FRESHNVDA · REPRICINGAVGO · PRICEDAMD · PRICEDTSM · PRICEDMU · PRICEDASML · PRICEDSMCI · PRICEDPLTR · REPRICINGQCOM · PRICEDcryptobriefing.com ↗

'Trained on you': Musk says SpaceX AI will out-earn rockets

Wed Aug-12 13:50:42other65

Elon Musk stated that SpaceX's AI revenue will surpass its rocket and satellite sales by September, driven by training models on internal company data and employee interactions.

TSLA ▲ FRESHNVDA · REPRICINGMETA · FRESHGOOGL · FRESHMSFT · FRESHAMZN · FRESHthenextweb.com ↗

Nvidia Stock Rises as CEO Eases AI Debt Fears

Wed Aug-12 13:50:32other65

Nvidia stock rose in premarket trading as CEO comments alleviated investor concerns regarding the sustainability of debt used by hyperscalers to fund AI infrastructure.

NVDA ▲ REPRICINGGOOGL · FRESHAMZN · FRESHMETA · FRESHMSFT · FRESHfinance.yahoo.com ↗

Nebius reveals AI capacity pricing for mid-term and short-duration deals

Wed Aug-12 13:50:19partnership65

Nebius disclosed AI compute pricing and highlighted significant infrastructure contracts with Microsoft and Meta, signaling strong demand for GPU capacity.

MSFT ▲ FRESHMETA ▲ FRESHNVDA ▲ REPRICINGGOOGL · FRESHAMZN · FRESHcryptobriefing.com ↗

Ninth Circuit Rewrites Section 230 To Remove The Part That Actually Mattered

Wed Aug-12 13:40:59regulatory75

The Ninth Circuit ruled that Section 230 provides a defense against liability rather than immunity from lawsuit, significantly increasing legal exposure for major social media platforms.

META ▼ FRESHGOOGL ▼ FRESHwww.techdirt.com ↗

Why Is Nebius Group Stock Soaring Wednesday? - Nebius Group (NASDAQ:NBIS)

Wed Aug-12 13:40:42earnings65

Nebius Group reported strong Q2 revenue growth and secured multiple billion-dollar AI cloud contracts, highlighting sustained demand for Nvidia-backed infrastructure.

NVDA ▲ REPRICINGAMD · REPRICINGGOOGL · FRESHMSFT · FRESHAMZN · FRESHMETA · FRESHwww.benzinga.com ↗

On Aug. 26, Nvidia CEO Jensen Huang Will Provide an Update on Nvidia's $1 Trillion GPU Opportunity. But There's a Smaller Part of the Business Investors Shouldn't Overlook

Wed Aug-12 13:40:38earnings85

Nvidia is scheduled to report its fiscal 2027 second-quarter earnings on August 26, with investors focusing on updates regarding the projected $1 trillion GPU sales opportunity.

NVDA · REPRICINGAMD · REPRICINGAVGO · REPRICINGQCOM · PRICEDTSM · PRICEDMU · PRICEDwww.fool.com ↗

Micron Warns Customers Who Skip Long-Term Chip Contracts Risk Losing Future Memory Supply Access

Wed Aug-12 13:20:23other75

Micron Technology is enforcing strict long-term take-or-pay contracts with customers to secure memory supply, backed by over $22 billion in commitments.

MU ▲ PRICEDAAPL ▼ FRESHNVDA · FRESHAMD · REPRICINGTSLA · FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.ibtimes.com.au ↗

AMD to Sell Anthropic Tens of Billions in AI Servers and Invest Up to $5 Billion - The AI & Software Report

Wed Aug-12 13:20:10partnership85

AMD signed a multi-billion dollar agreement to supply Anthropic with AI servers and invest up to $5 billion in the company, marking a significant expansion in the AI accelerator market.

AMD ▲ REPRICINGNVDA ▼ FRESHMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHtheaisoftwarereport.com ↗

Landmark Trial Over Teen Mental Health and Social Media Design Opens in Oakland After Appeals Court Clears the Way

Wed Aug-12 13:12:21regulatory65

A federal appeals court cleared the way for a landmark trial involving Meta and 29 state attorneys general regarding allegations of addictive social media design and illegal data collection from minors.

META ▼ FRESHwww.medicaldaily.com ↗

Meta and Nvidia plant 'very firm flag' in open-weight AI race led by Chinese Labs

Wed Aug-12 13:10:46product65

Meta and Nvidia released new open-source AI models to compete with proprietary offerings and counter Chinese influence in the AI sector.

META ▲ FRESHNVDA ▲ FRESHGOOGL · FRESHMSFT · FRESHAMZN · FRESHwww.cnbc.com ↗

Strait of Hormuz closure exposes AI's hidden helium dependence, putting global chipmaking at risk

Wed Aug-12 13:04:22other85

The closure of the Strait of Hormuz has disrupted helium supplies from Qatar, threatening global semiconductor manufacturing capabilities dependent on lithography cooling.

TSM ▼ REPRICINGASML ▼ REPRICINGNVDA ▼ FRESHAMD ▼ REPRICINGMU ▼ PRICEDAVGO ▼ REPRICINGQCOM ▼ REPRICINGSMCI ▼ PRICEDwww.presstv.co.uk ↗

Nvidia Calms Credit Markets With AI Capital Consortium

Wed Aug-12 13:03:18other65

Nvidia has established an AI capital consortium to address credit market concerns and facilitate financing for AI infrastructure.

NVDA ▲ FRESHAMD · REPRICINGAVGO · REPRICINGMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.bloomberg.com ↗

NVIDIA's 800 VDC architecture and the AI power infrastructure stocks set to benefit By Investing.com

Wed Aug-12 13:03:03product65

Nvidia unveiled an 800-volt direct current power distribution architecture for AI data centers developed jointly with Microsoft and Alphabet to improve energy efficiency.

NVDA ▲ FRESHMSFT ▲ FRESHGOOGL ▲ FRESHwww.investing.com ↗

Berkshire's record cash pile sparks growing pressure

Wed Aug-12 13:02:57other65

Berkshire Hathaway participated in a $10 billion private placement into Alphabet in June, signaling significant institutional capital deployment into the tech giant.

GOOGL ▲ FRESHwww.thestreet.com ↗

Meta faces 29 states in US court in biggest test yet of youth social media litigation

Wed Aug-12 13:02:22regulatory85

Meta Platforms faces a trial with 29 US states alleging addictive design and illegal data collection of minors, with potential damages estimated up to $1.4 trillion.

META ▼ FRESHwww.irishtimes.com ↗

Foxconn Q2 profit rises 35% to NT$59.97 billion on Nvidia AI server demand

Wed Aug-12 13:01:14earnings65

Foxconn reported a 35% rise in Q2 profit driven by strong AI server demand for Nvidia's products, with cloud and networking revenue exceeding 50% of total sales for the first time.

NVDA ▲ FRESHAAPL · FRESHwww.cryptopolitan.com ↗

Michael Burry Calls Nvidia’s $500 Billion AI Financing Push a ‘Wall Street Stunt’: ‘Meet the New Boss…'

Wed Aug-12 13:00:41analyst65

Investor Michael Burry criticized Nvidia's $500 billion AI infrastructure financing initiative as a risky 'Wall Street stunt' involving opaque private credit structures and residual value guarantees.

NVDA ▼ FRESHAMD · REPRICINGAVGO · REPRICINGMSFT · FRESHGOOGL · FRESHAMZN · FRESHMETA · FRESHwww.benzinga.com ↗

Jensen Huang’s $500 Billion Nvidia AI Financing Bet Faces a China Problem—Could Cheaper Chinese Chips Sink GPU Values?

Wed Aug-12 13:00:32other65

Analyst Ben Emons warns that cheaper Chinese AI chips could trigger a price war and depreciate Nvidia GPU values, threatening the viability of Nvidia's $500 billion AI infrastructure financing initiative.

NVDA ▼ FRESHAMD ▲ REPRICINGGOOGL · FRESHMSFT · FRESHAMZN · FRESHMETA · FRESHwww.benzinga.com ↗

Why Is Micron Technology Stock Gaining Wednesday?

Wed Aug-12 13:00:32other65

Micron Technology stock rose in premarket trading as executives highlighted severe memory supply shortages and strong AI-driven demand that is expected to tighten further in 2027.

MU ▲ PRICEDNVDA ▲ FRESHSMCI ▲ PRICEDwww.benzinga.com ↗

CoreWeave Cashes in on the AI Gold Rush With a 25% Price Hike, and Customers are Still Lining Up: Vera Rubin Demand is 'Enormous'

Wed Aug-12 13:00:24earnings65

CoreWeave reported strong earnings with a 25% price increase and highlighted enormous demand for Nvidia's Vera Rubin platform, driving higher contribution margins.

NVDA ▲ FRESHAMD · REPRICINGAVGO · REPRICINGSMCI · PRICEDwww.benzinga.com ↗

CoreWeave Stock Surges Nearly 16% After Earnings, Analyst Says Old Nvidia GPUs Can 'Still Generate Revenue Nearly a Decade Later'

Wed Aug-12 13:00:18earnings65

CoreWeave reported strong Q2 earnings and a $104 billion backlog, with analyst commentary highlighting extended lifecycles for older Nvidia A100 GPUs.

NVDA ▲ FRESHAMD · REPRICINGAVGO · REPRICINGSMCI · PRICEDwww.benzinga.com ↗

OpenAI Says Daybreak Models Are Now Available On AWS

Wed Aug-12 13:00:15partnership65

OpenAI announced that its Daybreak AI models are now available on Amazon Web Services, expanding AWS's generative AI offerings.

AMZN ▲ FRESHMSFT ▼ FRESHGOOGL ▼ FRESHMETA · FRESHwww.benzinga.com ↗

Super Micro Computer CFO Says Q4 Gross Margins Improved Sequentially Due To Better-Than-Expected Customer And Product Mix, Including Deferral Of Contracts To Q1'27

Wed Aug-12 13:00:14earnings65

Super Micro Computer's CFO reported improved Q4 gross margins driven by favorable customer and product mix, including the deferral of certain contracts to the first quarter of fiscal 2027.

SMCI ▲ PRICEDNVDA · FRESHAMD · REPRICINGwww.benzinga.com ↗

Super Micro Computer CFO Says Had 9 Customers With Revenues Greater Than $1B Each In FY26 Versus 4 Such Customers In FY25; During Q4, Saw Pickup In Demand From Enterprise And Channel Customers Who Are Upgrading Compute, Storage And Network Infrastructure

Wed Aug-12 13:00:13earnings65

Super Micro Computer disclosed that it had nine customers with annual revenues exceeding $1 billion in fiscal year 2026, up from four in the prior year, alongside increased demand from enterprise and channel customers.

SMCI ▲ PRICEDNVDA · FRESHAMD · REPRICINGwww.benzinga.com ↗

Microsoft's Maia 200 chips cut operational costs 30% to 40% vs Nvidia for some models

Tue Aug-11 21:20:29product65

Microsoft deployed its second-generation Maia 200 custom AI chip, claiming 30-40% lower operational costs compared to Nvidia hardware for specific inference workloads.

MSFT ▲ FRESHNVDA ▼ FRESHTSM ▲ FRESHAMD · FRESHGOOGL · PRICEDAMZN · PRICEDMETA · FRESHcryptobriefing.com ↗

Supermicro Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results

Tue Aug-11 21:10:36earnings90

Super Micro Computer reported Q4 FY2026 earnings with $11.1 billion in net sales and $1.70 non-GAAP EPS, significantly beating prior quarter metrics and announcing a record backlog of over $60 billion.

SMCI ▲ PRICEDNVDA · FRESHAMD · FRESHwww.barchart.com ↗

Super Micro forecasts upbeat annual revenue

Tue Aug-11 21:10:35guidance85

Super Micro Computer issued an upbeat annual revenue forecast, signaling strong demand for its AI server and total IT solutions.

SMCI ▲ PRICEDNVDA · FRESHAMD · FRESHwww.marketscreener.com ↗

Super Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate

Tue Aug-11 21:10:31earnings85

Super Micro Computer reported Q4 adjusted earnings per share of $1.70, beating estimates of $0.62, while revenue of $11.12 billion missed the $12.33 billion consensus.

SMCI ▲ PRICEDNVDA · FRESHAMD · FRESHAVGO · REPRICINGwww.benzinga.com ↗

Super Micro Computer Sees FY2027 Sales $65.000B-$72.000B vs $53.111B Est

Tue Aug-11 21:10:31guidance85

Super Micro Computer provided fiscal 2027 sales guidance of $65.0 billion to $72.0 billion, significantly exceeding the consensus estimate of $53.111 billion.

SMCI ▲ PRICEDNVDA ▲ FRESHAMD ▲ FRESHAVGO ▲ REPRICINGwww.benzinga.com ↗

Super Micro Computer Sees Q1 Adj EPS $1.01-$1.10 vs $0.72 Est; Sees Sales $14.500B-$15.500B vs $12.016B Est

Tue Aug-11 21:10:31guidance85

Super Micro Computer issued first-quarter guidance for adjusted earnings per share of $1.01-$1.10 and sales of $14.500B-$15.500B, significantly exceeding analyst estimates.

SMCI ▲ PRICEDNVDA · FRESHAMD · FRESHAVGO · REPRICINGwww.benzinga.com ↗

Super Micro Computer Sees Q1 GAAP EPS $0.89-$0.98 vs $0.46 Est

Tue Aug-11 21:10:31earnings85

Super Micro Computer reported Q1 GAAP EPS of $0.89-$0.98, significantly beating the consensus estimate of $0.46.

SMCI ▲ PRICEDNVDA · FRESHAMD · FRESHTSM · FRESHwww.benzinga.com ↗

Alphabet's AI Story No Longer Runs Through The Business That Funds Everything Else

Tue Aug-11 20:50:15other65

Alphabet's AI strategy has shifted from ad-based monetization to direct TPU system sales and cloud infrastructure, evidenced by an 82% cloud revenue growth and a $514 billion backlog.

GOOGL ▲ PRICEDMSFT · FRESHAMZN · REPRICINGMETA · FRESHfinance.yahoo.com ↗

Elon Musk Says Starlink Will Be in Every Car, Calls It the 'Only Way' To Connect Billions of Vehicles

Tue Aug-11 20:40:20product65

Elon Musk stated that all cars will eventually feature Starlink connectivity to provide high-bandwidth internet, highlighting a flush-mounted Starlink dish on a Tesla Cybercab.

TSLA ▲ FRESHfinance.yahoo.com ↗

Apple loses bid to stay app commission-setting process pending Supreme Court review | MLex | Specialist news and analysis on legal risk and regulation

Tue Aug-11 20:30:27regulatory65

A federal judge denied Apple's request to stay the process of setting App Store commission rates for external purchases, allowing the antitrust remedy implementation to proceed despite pending Supreme Court review.

AAPL ▼ REPRICINGGOOGL · PRICEDMETA · REPRICINGwww.mlex.com ↗

Amazon Stock Drops 1.8% as $3 Trillion Rally Cools

Tue Aug-11 20:20:32earnings65

Amazon shares declined 1.8% following a post-earnings rally despite reporting strong Q2 results with 37% AWS growth and significant AI revenue milestones.

AMZN ▼ PRICEDMSFT · FRESHGOOGL · PRICEDNVDA · FRESHca.finance.yahoo.com ↗

Nvidia eases market fears about AI, analysts say

Tue Aug-11 20:10:39product75

Nvidia stock rose over 10% following SpaceX's announcement of data center commitments using Nvidia's Vera Rubin systems and reports of adjusted HBM configurations for the Rubin Ultra chip to address memory shortages.

NVDA ▲ FRESHAMD ▲ FRESHAVGO ▲ PRICEDQCOM ▲ FRESHMU · FRESHTSM ▲ FRESHASML ▲ PRICEDSMCI ▲ FRESHPLTR ▲ FRESHcryptobriefing.com ↗

Micron Stock Slips Despite Mizuho's Massive $1,375 Target

Tue Aug-11 20:10:27analyst65

Mizuho analyst Vijay Rakesh reaffirmed an Outperform rating and a $1,375 price target for Micron Technology, citing sustained memory scarcity and strong financial metrics through 2027.

MU ▲ FRESHNVDA · FRESHAMD · FRESHTSM · FRESHAVGO · PRICEDca.finance.yahoo.com ↗

Qualcomm Missed Earnings Estimates But Says the Bottom Is Near. How to Play QCOM Stock Here.

Tue Aug-11 20:00:40earnings65

Qualcomm reported mixed third-quarter earnings with a slight EPS miss and weak guidance due to handset revenue declines and reduced iPhone modem share, though it signaled the smartphone market bottom may be near.

QCOM ▼ FRESHAAPL · REPRICINGNVDA · FRESHAMD · FRESHMU · FRESHwww.barchart.com ↗

Amazon raises AI capital spending to about $220 billion for 2026 as data-center race intensifies

Tue Aug-11 19:50:30guidance65

Amazon raised its 2026 AI capital expenditure forecast to approximately $220 billion, citing intense demand for computing power and rising memory-chip costs.

AMZN ▲ REPRICINGMSFT · FRESHGOOGL · PRICEDMETA · REPRICINGNVDA ▲ FRESHAVGO ▲ REPRICINGTSM ▲ FRESHASML ▲ PRICEDMU ▲ FRESHwww.thecooldown.com ↗

Sundar Pichai Raised Alphabet's 2026 Capex Forecast to as Much as $205 Billion, Sending the Stock Down 7%. Is This an Overreaction Investors Should Buy Into?

Tue Aug-11 19:40:29guidance85

Alphabet raised its 2026 capital expenditure forecast to $195-$205 billion to support AI infrastructure demand, causing its stock to drop approximately 7%.

GOOGL ▼ PRICEDMSFT · FRESHMETA · REPRICINGAMZN · PRICEDNVDA ▲ FRESHwww.fool.com ↗

NVIDIA Corporation (NVDA) and Naver: A $1 Billion AI Bet in South Korea

Tue Aug-11 19:30:35partnership65

Nvidia announced a $1.01 billion investment in South Korean internet company Naver to finance an AI data center, taking a 4.5% stake and partnering with Brookfield for additional funding.

NVDA ▲ REPRICINGAMD · FRESHGOOGL · PRICEDMETA · REPRICINGMSFT · FRESHca.finance.yahoo.com ↗