HM Treasury and Cabinet Office, Sovereign AI procurement release, 31 August 2026
The first Sovereign AI competitions cover NHS productivity, computing efficiency, defence systems and AI agent security. Winners may receive upfront payments and retain their intellectual property, but the government supplied no award sizes or deadline.
The International Trade Commission voted on 27 August to institute an investigation on a complaint by GG Technologies, doing business as StayTouch, naming Apple as the sole respondent over one patent. An early hearing is set within 100 days.
Second quarter revenue was $2.739bn, up 37 percent. GAAP net income was $308.0m and non-GAAP net income was $865.9m. Stock-based compensation for the quarter was $326.2m, against $153.6m a year earlier.
APHIS has determined that Darling 54 American chestnut is no longer a regulated article. The 2020 petition was written about Darling 58; analyses in 2023 showed nearly all the offspring were Darling 54.
Counterpoint Research put pure-play foundry revenue up 29 percent on the year in the second quarter. TSMC held 73 percent of it for a second consecutive quarter, against 7 percent for Samsung Foundry.
The science ministry chose SK Telecom, Kakao and KT from six applicants for its AI for all project, and gives the three a combined 512 B200 graphics processors this year. The scores and the ranking are withheld at the entrants' request.
SK hynix held a ceremonial groundbreaking on Thursday for its first American high bandwidth memory plant, a project of more than $4bn. Purdue counts about 1,000 employees at the fab. Senator Todd Young counts about 7,000 jobs.
The company reported revenue of $124.4m, up 0.8 percent, and net income of $4.7m. The same filing discloses a headcount reduction of about 15 percent, with charges of $5.5m to $7.5m.
The registry price for new and renewal .net names rises from $10.91 to $12.00 on 1 March 2027. VeriSign disclosed the increase to the SEC and attributes it to its agreement with ICANN.
An executive order signed on 26 August declares a national emergency over foreign-produced bulk-power system equipment. It bars new transactions on a case by case finding and lets the Energy Secretary impose conditions on hardware already in service.
The FBI, NSA and Cyber National Mission Force name a Nanjing company as the operator of a scanning platform and an obfuscation network, and the Justice Department has seized the domains that made both work.
The board approved a higher estimate on 21 August. Pre-tax charges for the November 2025 plan are now put at $425m to $500m, against $300m to $350m when the plan was announced.
Revenue was $96,221m, up 106 percent from a year earlier, and the outlook for the current quarter is $108.0bn with no China data centre compute revenue in it. Gains on equity securities supplied $7,771m of profit.
Income from operations was $2,331m against $2,332m a year earlier, on revenue up $1,109m. Net income rose to $3,526m from $1,887m, and gains on strategic investments supplied $2,613m of the difference.
Manish Bhatia becomes president and chief operating officer and Scott DeBoer becomes president and chief technology and products officer, both effective immediately. Sumit Sadana moves to senior adviser to the chief executive.
The device maker told the SEC it identified the incident on Tuesday and that the disruption reaches its ability to process and ship customer orders. It says the timeline for full restoration is not yet known.
The Office of the United States Trade Representative has opened comments on the 2026 Notorious Markets List, with an issue focus on high quality counterfeits known as superfakes. Written comments close on October 7.
The merger agreement signed on Monday puts $126.4m of cash and about 6.9 million shares at closing, with $16.7m of stock on milestones. A separate employee award pool is worth $28.9m.
The proposed order filed on Monday gives Redfin six months from entry to relaunch rental advertising. Miss it and the penalty is $1m, then $100,000 a month, capped at $1.6m. Five states collect $2m.
Treasury announced a Quantum-Readiness Task Force on Monday, a public-private body running three workstreams. Executive Order 14412, which it follows, binds federal systems to 2030 and 2031 dates and names no private deadline.
A 60-day request for information names Shiloh in Florida, Camden in Georgia, Puerto Rico and converted launch rigs as candidate sites. Three federal ranges carry 83 percent of American launches today.
National Security Presidential Memorandum 17, signed 20 August and filed on Monday, revokes the 2013 space transportation directive and requires US Government payloads to fly on vehicles manufactured in the United States, with three exceptions.
Three practitioners describe moving a business from one supplier to another, in enterprise software, in search measurement and in advertising accounts. None of them names the migration invoice as the expensive part. All three name the same thing, which is the record the old system held and the new one does not.
Tesla filed three recall numbers with China's market regulator on 21 August. The emergency door release recall covers 2,975,910 cars and starts on 25 September. A separate driver monitoring recall covers 2,740,642 and starts at once.
A Federal Communications Commission rule on data breach reporting appeared on public inspection on 20 August. An agency letter asking for it back arrived afterwards, and the file now holds one sentence.
The commission extended to 18 September the window for public interest submissions on a recommended exclusion order covering ASUStek, ASUS Computer International and Plume Design. The complainant is a Delaware limited liability company.
The trade commission instituted a section 337 investigation on 20 August on LG Energy Solution's complaint, naming ten respondents across EVE Energy, Robert Bosch, Koki Holdings and Chervon over five patents.
The Commission's public safety bureau proposes to bar continued importation and marketing of covered equipment produced by Anzu Robotics. The company's grantee codes were deferred on 3 August. Comments close 30 days after publication.
Kakao's board approved a horizontal split creating KakaoAI Corp. out of the KakaoTalk platform business, leaving KakaoX Corp. listed with the investment operations. Shareholders vote on 17 December and the split takes effect on 1 January 2027.
The Commission says it cannot prohibit the practice outright and would treat it as deceptive where the price is personalised and the disclosure is not. Seven illustrations are named. The vote was 2 to 0.
Fourth quarter revenue of $149.6m came against $186.4m of cost of revenue, a GAAP gross margin of minus 25 percent, and guidance putting non-GAAP gross margin below zero again in the current quarter.
BoomCloud 360 Inc. filed a section 337 complaint on 14 August naming Apple, two Samsung entities and Google. Public interest comments are due eight calendar days after the notice published on 20 August.
An administrative law judge issued an initial determination on violation in Investigation No. 337-TA-1429 on 14 August. The Commission is taking comment until 15 September on a recommended exclusion order covering Dell and Lenovo devices.
The CFTC opened a request for comment on listing compute derivatives. It says compute may not yet be fungible, standardised or liquid enough, and that most of the economic value sits in undisclosed bilateral deals.
Netflix runs from $8.99 to $26.99 a month, Disney+ from $11.99 to $18.99, and YouTube TV is $82.99. The federal index that tracks the first two rose 13.4 percent over the year to July 2026. The one with streaming in its title rose 2.8 percent.
Unity granted chief executive Matthew Bromberg 880,000 price-vesting restricted stock units on 17 August. They vest only if the stock averages $50, $60 or $75 for 30 consecutive days inside a five year window.
The Office of Space Commerce is asking United States operators to volunteer missions for a pilot of its Space Commerce Certification. Expressions of interest close 45 days after publication, and a certificate granted in the pilot binds nobody.
Ayr Energy alleges that Zetwerk, KRYFS Power Components and Unimacts Global misappropriated trade secrets in transformers. The Commission instituted the investigation on 14 August and the complaint pleads no patent claim.
The D.C. Circuit held that the Secretary of Defense violated due process by relisting the lidar maker Hesai without advance notice or a chance to respond. The court remanded without vacating, so the designation stands.
Subzone 252B at Panhandle, Texas was approved on Monday. The activity Fermi proposed inside it, a modular nuclear plant and a natural gas plant, sits on a separate docket whose comment period closed on 21 July.
NHTSA asked for comment on dropping the Fishhook rollover test and side air bag out of position testing from the New Car Assessment Program. Comments close 60 days after publication on 17 August.
The merger became effective on Friday at an implied equity value for Cursor of $60.0bn. SpaceX assumed a further 73.5 million shares in options and restricted stock units on top of the shares issued.
The Polaris DS acquisition closed on 13 August. Power in service sits under existing electric service agreements with Oklahoma Gas & Electric, and Core Scientific reiterated a 1.5 GW gross target for its Muskogee campus.
Third quarter revenue reached a record $9,115m, up 25 percent. Every region grew except China, which fell to $2,506m from $2,548m and dropped from 35 percent of the total to 28.
The notice puts $15.5m committed to Head Start and $43.9m to pre-kindergarten in funding year 2025 up for comment, and asks whether the children's internet protection statute reaches devices a school does not own.
The Bureau of Industry and Security's final rule raises the national security control threshold for unmanned aerial vehicles from 30 minutes of endurance to 3 hours and drops wind gust tolerance as a control parameter.
Compal acquires substantially all the assets and operations of the business, including the intellectual property and the staff. Semtech expects the sale to close in the fourth quarter of its 2027 financial year.
The Federal Trade Commission granted early termination of the Hart-Scott-Rodino waiting period on 12 August. onsemi's filing repeats a mid-2027 close, and Synaptics stockholders have not voted yet.
Benjamin Lee notified Reddit on Wednesday that he will step down as chief legal officer on September 14. The filing says Reddit expects to appoint Paul Cappuccio, and gives no date for it.
Revenue rose 18 percent to $17.3bn. Gross margin on a GAAP basis rose to 64.1 percent from 63.2, while the non-GAAP figure fell to 66.3 percent from 68.4, on adjustments less than half last year's size.
Providers will be able to show location varying fees as one up to figure, stop archiving withdrawn labels and drop the machine readable file. Those amendments are delayed indefinitely. Only the new fee definition starts in thirty days.
A final rule effective on publication amends the definition of a news website in 37 CFR 202.4. The breadth requirement is gone. The Office has taken more than four thousand applications under the option since 2024.
Second quarter revenue was $14.7 million against operating expenses of $166.1 million. The full year adjusted loss range is now $400 million to $445 million, against $305 million to $395 million in March.
NIST filed a request for information on rebuilding the National Vulnerability Database for an era of AI-assisted attack and repair. Comments run 60 days. One question asks what safeguards prevent an erroneous machine-generated fix.
Rapid7's board approved a restructuring plan on 7 August that cuts roughly 12 percent of staff, at an estimated $10m to $11m in charges, mostly cash and mostly falling in the second half of 2026.
A federal judge in Massachusetts has preliminarily approved a settlement of three derivative cases brought on behalf of Evolv. The company pays nothing, its insurers pay $1.275m of plaintiff fees, and the governance terms run five years.
The FDA proposes to reclassify digital breast tomosynthesis systems from class III to class II, so a new system would need a 510(k) clearance rather than premarket approval. Comments run 60 days.
A final rule extends the $4,000 H-1B and $4,500 L-1 fee to all extension petitions from covered employers, not only those that change employer. DHS puts the transfer at $37.9m in fiscal 2026.
Almost every published figure for American data center water use traces to one federal estimate for the year 2014, and roughly 85 percent of that number is water consumed at power plants rather than at any data center. The current federal estimate of on-site consumption is 66 billion liters, about 48 million gallons a day across the entire country.
The company says social engineering gave an unauthorised third party access to three company-issued computers and that corporate information was exfiltrated. It says no consumer data was affected.
The board approved 35.2 trillion won for Fab 2 at Yongin and 19.1 trillion won for M17 at Cheongju. Total equity at the end of 2025 was 120.7 trillion won. Both builds run to 2031.
Nielsen will acquire the advertising verification company DoubleVerify for $13.60 a share in cash, an enterprise value of about $2.15bn. DoubleVerify cancelled its earnings call and withdrew its guidance the same afternoon.
The Commission filed a proposal on Thursday to treat any local failure to act on a right-of-way permit within 120 days as an effective prohibition, and to cap fees at a government's actual direct costs.
The Third Further Notice also proposes cutting the quantity of covered equipment importable for testing from 4,000 units to 40, and requiring every certification holder to name a United States liable party.
The settlement covers all pending litigation between the two. Samsung Semiconductor is also buying 10 million Netlist shares for $1 million in total, and will supply up to $1.5bn of memory.
A determination filed on Tuesday ends six years of review of MON 87429 maize. APHIS logged 16,782 comments across three rounds, then withdrew the environmental impact statement in August 2025 and decided on the pest risk assessment.
An 8-K filed at 09.00 Eastern on Tuesday estimates pre-tax charges of $33m to $43m, almost all of it severance, and says the reduction should be substantially complete by the end of October.
The Nishiki plant returned to pre-earthquake capacity on 31 July. Renesas says the Kawashiri plant in Kumamoto city restarts in phases from 5 August and reaches pre-quake wafer input capacity in about three weeks.
An 8-K filed at 10.31 on Monday reports open market repurchases of about $20.8m principal at a discount to par. About $6.7m of a $250m issue remains once the trades settle.
Hughes Satellite Systems and eleven subsidiaries filed voluntary Chapter 11 petitions on 2 August. The filing accelerated two series of 2026 notes, and EchoStar itself, DISH TV, Sling TV and Boost Mobile are not debtors.
The City of Phoenix has applied to add three Chandler sites totalling 7.94 acres to Intel's foreign trade zone. A filing ten days earlier lists 108 foreign-status materials Intel wants to bring in.
The draft Report and Order circulated for the 6 August open meeting would remove and reserve section 73.3555(e) of the Commission's rules, deleting the national cap rather than raising it.
The Commission's public safety bureau added foreign-produced power inverters and advanced robotic devices to its Covered List on 28 July. Covered equipment cannot receive an FCC equipment authorisation.
The FBI and EPA say water utilities in at least seven states have reported incidents since 27 July, with effects including loss of pressure and flooding. CISA says the activity has produced boil water notices.
The Foreign-Trade Zones Board authorized Tesla production activity at Fremont, Livermore and Lathrop covering Megapack storage batteries, inverters and bi-directional converters, on a limited basis and subject to a one-year time period.
The Federal Railroad Administration proposed an optional noise standard for trains above 160 mph, set at 96 dB(A) normalised to that speed. No train in the United States runs that fast today.
The FAA released version 1.0 of its unleaded aviation gasoline transition plan. Congress set a 2030 target for the piston-engine fleet. A document summarising the public comments behind the revision is listed as still to come.
The Commission's public safety bureau seeks comment on barring further importation and marketing of previously authorised foreign military-grade drones already on its Covered List. The proposed deadline is 180 days after publication.
ChargePoint told the SEC it implemented a reorganisation on 29 July including a global workforce reduction of about 10 percent, at an estimated $6m, and reaffirmed second quarter revenue of $100m to $110m.
Amgen filed an Item 1.05 on Friday afternoon saying proprietary data and patient protected health information were exfiltrated from third-party cloud environments, and that it judged the incident material on 29 July.
The FCC proposed bidding procedures for Auction 115 on Friday, offering 3,248 flexible-use licences across 160 megahertz. Minimum opening bids run at $0.03 per MHz-pop in the top 50 markets and a tenth of that in the rest.
IonQ closed its acquisition of SkyWater Technology on Friday. Each SkyWater share converts into $15.00 in cash plus 0.4883 IonQ shares, and Nasdaq trading was halted before the market opened.
The Consumer Dispute Settlement Commission decided Coupang Corp. must pay 100,000 won, in cash or store credit, to each of 50 applicants over its data leak. Both sides have 15 days to answer.
Amazon reported second quarter net sales of $200.6 billion, up 20 percent, and net income of $62.6 billion that includes $53.4 billion of non-operating pre-tax other income the company attributes primarily to its Anthropic investments.
Etsy recorded the completed sale of Depop to eBay for approximately $1.4 billion in cash at closing, reflecting a $1.2 billion purchase price plus adjustments. Etsy paid $1.493 billion for Depop in 2021.
Samsung Electronics held its second-quarter earnings call on Thursday morning in Seoul.
Qualcomm's outlook says the semiconductor industry is seeing a broad-based increase in input costs and that it will reflect them in product pricing. Handset revenue fell 20 percent to $5,086m.
Analog Devices filed a Form 8-K on Wednesday evening stating that on 23 June 2026 it identified unauthorised access to certain company systems, and that its investigation has found that certain files were exfiltrated from the affected systems.
The CFO Outlook Commentary in Meta Platforms' second quarter release, filed with the Securities and Exchange Commission at 4:03 p.m. Eastern on Wednesday, revises three of the company's stated ranges for 2026.
Renesas Electronics published its first account of the Kumamoto earthquake on Wednesday, a day after the magnitude 7.1 quake, and it is the most specific damage report any chipmaker in the prefecture has given.
The Federal Aviation Administration filed a notice of proposed rulemaking for public inspection on Tuesday afternoon that would invoke the Transportation Secretary's authority under 51 U.S.C.
American Airlines lifted a national ground stop late on Tuesday after what the carrier called a technology issue that briefly affected connectivity for some of its systems, S.E.
AT&T told the Securities and Exchange Commission on July 28, 2026 that AT&T Mobility II LLC completed the closing of the License Purchase Agreement it signed with EchoStar Corporation and certain EchoStar subsidiaries on August 25, 2025.
The National Highway Traffic Safety Administration published a notice extending the comment period on its proposed modernization of Federal Motor Vehicle Safety Standard No. 135, light vehicle brake systems, from July 27 to August 26, 2026.
Applied Digital Corporation reported results for its fiscal fourth quarter and full year ended May 31, 2026 on July 27, furnishing the release to the Securities and Exchange Commission as Exhibit 99.1 to a Form 8-K, accession number 0001144879-26-000044.
The Federal Trade Commission has received a petition from five consumer groups asking it to address marketing push notifications from wagering apps sent without meaningful consent. The notice is a request for comment and nothing more.
The Federal Communications Commission's Second Report and Order on submarine cable landing licences was published in the Federal Register on July 27, 2026, at 91 FR 46844.
The Federal Trade Commission filed a complaint against Elite Events and Tickets and its owners, alleging the firm bypassed posted ticket limits for more than 2,400 events under the BOTS Act, with a proposed order imposing over $10.7 million in civil penalties.
DeepSeek has told prospective investors in its second fundraising round that the deal is suspended for now, first reported by Haze Fan and Pei Li at Bloomberg on Saturday.
A joint letter titled Open Weights and American AI Leadership, published on Microsoft's corporate responsibility site and carrying 35 signatories, asks United States policymakers to avoid what it calls premature restrictions on open models.
Charter Communications reported second-quarter 2026 results dated July 24. Spectrum Internet customers declined by 172,000 in the quarter, leaving 29.4 million, a steeper loss than the 116,000 the company shed in the same quarter of 2025.
ADTRAN Holdings disclosed on July 23 that it entered into a new senior secured credit agreement dated July 21, 2026 with JPMorgan Chase Bank as administrative agent for its US borrower and J.P.
Honeywell Technologies reported second-quarter 2026 results dated July 23, its first quarter after completing the June 29 spin-off of Honeywell Aerospace, which now trades separately as HONA.
Intel reported second-quarter revenue of $16.1bn on July 23, up 25 percent from $12.9bn a year earlier, and a GAAP net loss attributable to Intel of $11.0bn, or $2.16 a diluted share.
STMicroelectronics reported U.S. GAAP results for the second quarter ended June 27, 2026, in a release dated July 23. Net revenues were $3.49bn, up 26.0 percent from a year earlier.
Alphabet reported second-quarter 2026 revenue of $119.8bn, up 24 percent and 23 percent in constant currency, in results dated July 22 for the quarter ended June 30.
IBM reported second-quarter 2026 revenue of $17.2bn, up 1 percent, in results dated July 22, and lowered its full-year outlook.
Texas Instruments reported second-quarter 2026 revenue of $5.46bn, up 23 percent from a year earlier and 13 percent from the first quarter, in results dated July 22.
AMD said on July 20 that Microsoft will deploy its Helios rack-scale system on Azure to power inference for large AI models, in what both companies described as an expansion of a long-standing partnership.
Tempus AI said on July 20 that it had entered a definitive agreement to acquire the cancer-testing company Personalis, at $16.25 per share, for an enterprise value of $1.5bn net of the stake Tempus already owns.
The 176 terawatt-hour figure behind every data center energy story is a bottom-up model built from equipment shipment data, not a reading off a meter. Its newest historical year is 2023. The federal agency whose job is measuring energy use launched its first pilot survey of data centers in March 2026.
The International Trade Commission instituted Investigation No. 337-TA-1511 on July 15 on a complaint from Netlist, Inc. of Irvine, California.
Operating margin was 33.4 percent, down from 34.1 percent a year earlier, and free cash flow fell to $1.5bn from $2.3bn. Netflix narrowed its full-year revenue forecast to a range of $51.0bn to $51.4bn.
Net income rose 77.4 percent to NT$706.56bn and diluted EPS to NT$27.25, on revenue of US$40.2bn at the top of guidance, with margins above the guided ranges.
The App Store and iOS designation stands. The court ruled the iMessage complaints inadmissible.
Full-year sales are now guided to 43 to 45 billion euros, against 36 to 40 billion previously.
Jeffrey Kessler told a House committee that shipments against H200 licences amount to a very small quantity.
The Court of Justice dismissed the appeal by Google and Alphabet on July 2. No further appeal is available.
The Commission points to infinite scroll, autoplay and push notifications. No final decision has been made.
The Richland Parish site was costed at $27bn in October. Meta adds more than $1bn for local roads and water.
The deal targets dedicated generation for US data centres. Joulent's lead project supplies a Microsoft-operated site.
Executive Order 62 halts state environmental permits for data centers drawing 50 megawatts or more.
The stock fell for a fourth session on Wednesday and closed at $135.27, about a month after listing.
The monthly figure was 6.2% above May. First-half sales reached NT$2,404.48bn, 35.6% above the same period of 2025.
Curfews from midnight to 6am and autoplay switched off by default, expected to take effect by spring 2027.
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