Google faces EU access orders for Android and Search

Two DMA decisions target different layers: Android access for rival AI assistants and Search data access for competing AI products. The implementation terms will decide how much competitive leverage the orders create.

TSMC reports another profit jump

CNBC

TSMC reported a sharp second-quarter profit increase and raised its capital outlook as demand for advanced nodes grows. The results provide near-term evidence for the larger capacity buildout.

A reported $100 billion U.S. expansion adds four fabs

Techmeme

A reported $100 billion U.S. expansion would add four fabs to TSMC's plans, according to a U.S. official. The factory count remains a reported pledge rather than a finalized TSMC disclosure.

Jetson Thor supplies Nvidia's robotics compute layer

NVIDIA Blog

Jetson Thor is Nvidia's edge-compute layer for robotics. It sits beside the company's new world model and deployment partnerships, with each part serving a different role.

Cosmos 3 Edge and Japan partnerships fill out the stack

CNBC

Cosmos 3 Edge supplies the perception and world-model layer, while the Japan partnerships cover deployment. Together with Jetson Thor, they show the system Nvidia wants robotics developers to adopt.

Frontier-lab leaders propose different regulatory institutions

Axios

Axios compares regulatory models associated with Demis Hassabis, Sam Altman, and Dario Amodei, including FAA-, FINRA-, and IAEA-style institutions. The article synthesizes separate memos rather than a joint position.

AI-safety policy now has a political-spending channel

Techmeme

A newly disclosed founder contribution to an AI-safety PAC connects policy preferences with political spending. The filing adds an influence channel to the day's regulatory debate.

xAI sues a Grok user over alleged CSAM generation

The Verge

The Verge reports that xAI sued a Grok user over alleged generation of child sexual abuse material. The unusual company-versus-user posture makes the remedies xAI seeks the focus.

Thinking Machines ships its first open-weights model

SiliconANGLE

Thinking Machines has shipped Inkling, its first foundation model, with open weights. Benchmark comparisons should wait for a model card, repository details, and independent evaluation.

Action verification moves into the agent runtime

arXiv

This paper proposes verifying agent actions at runtime, placing a reliability check between model intent and execution. Its scope is action verification rather than a general claim about agent capability.

Android GUI agents face a hijacking attack

arXiv

Researchers describe a hijacking attack against mobile GUI agents on Android. The reported scope is mobile GUI agents, so the result doesn't establish the same vulnerability across every computer-use system.

Kua pairs a multi-cursor driver with an execution benchmark

AI Engineer

Kua's presentation covers Quad Driver and KuaBench for multi-cursor desktop agents. It pairs an implementation with an execution benchmark, making the runtime layer concrete.