Artificial Intelligence

Core Summary Microsoft released its Q2 FY2026 earnings after market close on July 29, delivering results that exceeded Wall Street expectations. Net profit surged 31% year-over-year to record levels, while Azure cloud revenue crossed the $100 billion quarterly milestone for the first time, growing 29% year-over-year. AI services, particularly Azure OpenAI and enterprise AI solutions, emerged as the primary growth engine driving the beat. Event Details According to the Wall Street Journal, Microsoft’s Q2 revenue reached $69.6 billion, beating analyst estimates of $68.1 billion. Adjusted earnings per share came in at $3.34, above the expected $3.18. This marks Microsoft’s third consecutive quarter of double-digit growth, demonstrating that its strategic pivot to cloud services and artificial intelligence is yielding significant results. ...

Crypto investment firm Galaxy Digital has acquired 500 acres of land in McGregor, Texas, for its second AI data center campus. The campus is expected to generate at least $130 million in local tax revenue.

Tech media outlet 404 Media exposed that a large number of user conversations and creative content using Anthropic’s Claude AI model were publicly indexed by Google Search, raising serious privacy and security concerns. This incident once again highlights the vulnerability of data protection mechanisms on AI platforms.

Global chip giant Nvidia announced the formation of a 37-member AI security alliance to establish safety standards and best practices for AI systems. However, Google, OpenAI, and Anthropic—the most influential companies in AI—were notably absent, raising widespread questions about the initiative’s effectiveness.

Chinese memory chipmaker CXMT soared nearly 466 percent on its Shanghai STAR Market debut, vaulting to become China’s most valued chip company. The approximately $9.8 billion IPO reflects surging global demand for memory chips driven by the AI boom and marks a major milestone in China’s semiconductor self-sufficiency push.

Alphabet’s AI infrastructure spending is consuming cash at an alarming rate. The company previously projected up to $190 billion in AI investments this year, raising serious concerns about return on investment.

Apple has pushed the fourth beta of iOS 27 to developers, focusing on testing a major Siri AI upgrade. The new version introduces enhanced natural language processing, multi-turn dialogue support, and cross-app operations, marking Apple’s acceleration in the AI race.

Chinese AI startup Moonshot AI has released its latest large language model Kimi K3, which achieves strong performance through innovative memory architecture rather than massive compute scaling.

Core Summary San Francisco’s Attorney General has issued a formal warning to tech giants Apple and Google, demanding they immediately stop profiting from AI “nudify” applications. These apps use AI technology to generate fake nude images and have been widely criticized as a serious threat to privacy and child safety. This move marks a further escalation in local US government regulation of AI applications. Event Details According to Ars Technica, the San Francisco Attorney General’s Office has sent formal letters to Apple and Google, pointing out that both app stores continue to distribute and profit from AI “nudify” apps, violating consumer protection regulations. These apps typically disguise themselves as “image editing” or “AI face swap” tools, but their actual function is to generate fake nude or semi-nude human images. ...

Core Summary Google has officially renamed its AI knowledge management tool NotebookLM to Gemini Notebook, integrating Gemini 3.5 and the new Antigravity model into its AI Pro subscription plan. This brand overhaul and product upgrade signals Google’s strategic direction of deeply integrating AI-assisted research with knowledge management, further strengthening its competitive position in the AI productivity tools market. Event Details According to 9to5Google, The Verge, and TechCrunch, Google has officially renamed NotebookLM to Gemini Notebook. This renaming is not merely a brand adjustment but a strategic move to fully integrate the AI research tool into the Gemini product ecosystem. ...