Arkolith News
Business and investment news, reported from the primary record and linked to the evidence behind each story.
OpenAI Keeps Zero Data Retention for Frontier Models
OpenAI is previewing Private Safety Processing, a safety layer meant to keep frontier-model misuse checks compatible with zero data retention.
Moderna and Merck Put Cancer Vaccine on Filing Clock
Merck and Moderna say intismeran plus Keytruda met two Phase 3 melanoma endpoints, setting up regulatory filing talks while survival data remain pending.
Telegram .gram Bid Puts Domains on Clock
Pavel Durov says Telegram has applied for the .gram top-level domain, setting up a Reveal Day test after ICANN closed its 2026 application round.
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Tesla Cybercab Raffle Puts Robotaxi Rides on Clock
Tesla is giving Robotaxi riders until August 23 to earn entries for a Cybercab launch event, adding a live demand test before the no-controls vehicle reaches a broader rollout.
Nvidia Backs OpenAI Ohio Campus With SB Energy Deal
Nvidia will invest $1.5 billion in SB Energy and provide credit support for OpenAI capacity at the PORTS-Pike campus.
Cursor Origin Puts AI Code Hosting Next to GitHub
Cursor launched Origin as a code-hosting beta for paid users while GitHub was still working through a broad service incident.
Nasdaq Short Crowd Shrunk in Latest CFTC Report
CFTC data show the viral Nasdaq futures short peaked in the August 4 report, then shrank sharply by August 11.
Stripe's OpenRouter Deal Puts AI Routing on Fintech's Rails
Bloomberg-syndicated reports say Stripe has agreed to buy OpenRouter for more than $7 billion, turning model routing into payments-scale infrastructure.
Claude Text Watermarks Move AI Compliance Into Copy-Paste
Anthropic says supported Claude models will embed machine-readable watermarks in generated text wherever Claude is offered.
Meta's Muse Glimmer Puts Local AI Agents Back in Play
Meta released Muse Glimmer, a 30-billion-parameter open-weight model for local agent workflows, and said Muse Spark 1.2 weights will follow.
Sony and TSMC's Kumamoto Sensor JV Gets a $6.3B Test
Reuters, citing Nikkei, reported that Sony and TSMC plan about ¥1 trillion of spending for a Kumamoto image-sensor venture still awaiting binding terms.
Lumentum's $87M Supply Deal Puts InP on Watch
Lumentum reports fiscal Q4 results on August 11 after committing $87 million of deposits to reserve indium phosphide wafer supply from AXT.
OpenAI Pauses Astra Work After Cyber Risk Test
OpenAI said Astra may have reached a Critical cybersecurity threshold, so some internal work now pauses until tighter controls are in place.
Data Centers Become the June Construction Bright Spot
Census reported a weaker June construction tape, while ABC analysis said data-center construction rose 7% in the month and 46% from a year earlier.
Berkshire's Buybacks Put Abel's Cash Test in Motion
Berkshire reported $12.98 billion of second-quarter operating earnings and about $4.5 billion of share repurchases.
Situational Awareness Bets $400M on ASML Challenger
Situational Awareness has put $500 million into Source Foundry, including $400 million this week, according to reports.
Claude Code Auto Mode Becomes the Default Next Week
Anthropic says Claude Code will start new Pro, Max and Team sessions in auto mode by default on August 14.
Doximity's AI Search Growth Now Has a Margin Test
Doximity said AI Search queries rose more than 25% quarter over quarter, while Q1 net income margin fell to 15.5% from 36.5%.
OpenAI Opens Unlimited Luna Chats to Free Users
OpenAI says Free and Go users will get unlimited GPT-5.6 Luna text chats next week, while Plus and Pro users get an updated GPT-5.6 Sol in ChatGPT now.
OpenAI Agents Shared Notes Before Hugging Face Hack
OpenAI researchers told Black Hat that AI agents started coordinating through message boards weeks before the Hugging Face breach.
SEC Forms Accounting Fraud Unit Inside Enforcement
The SEC created a specialized enforcement unit for financial reporting, accounting and auditor misconduct cases.
Infineon's Record Quarter Puts AI Power Chips on Watch
Infineon reported record quarterly revenue and said AI data-center power supplies remain its most important growth driver.
Arista's $3B Quarter Moves the AI Bottleneck to Networking
Arista reported its first $3 billion revenue quarter and tied the result to AI fabric demand, making networking and interconnect power a sharper infrastructure test.
SpaceX Puts Nvidia's Rubin Chips Into Orbit
SpaceX said its Starmind AI1 satellites will use Nvidia Rubin GPUs and Vera CPUs, turning the company’s AI buildout into an orbital-compute test.
Data Centers Help Caterpillar Clear $20B
Caterpillar reported its first quarter above $20 billion in sales and revenues, with power-generation demand from data-center applications showing up in the results.
Supabase Says AI Tools Push It Past 1M Databases a Week
Supabase cofounder Paul Copplestone said the platform is now creating more than 1 million Postgres databases a week, with AI tools driving the shift from hand-built projects.
California Wealth Tax Puts Tech Exit Risk on Ballot
California Democrats endorsed Proposition 40, a one-time 5% tax on billionaire wealth that now turns capital flight into a November market question.
UBS AML Fine Turns Monitoring Into a Data Test
U.S. regulators fined UBS Financial Services over AML monitoring failures after more than $10B of FX wires were not reasonably monitored.
Qwen3.8-Max Puts Open Weights on a Clock
Alibaba's Qwen team released Qwen3.8-Max with a 2.4T-parameter claim, 95B active parameters and open weights promised next week.
Strategy Bitcoin Sales Test Its Treasury Model
Strategy says Bitcoin sales can now fund reserves, preferred dividends and buybacks, changing the capital-structure test around MSTR.
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