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Models techcrunch.com

OpenAI says Apple’s own security practices undermine its trade secrets case

Newly filed court exhibits show OpenAI’s legal strategy in Apple’s trade secrets lawsuit: argue that Apple’s own security and offboarding practices — including allowing an Apple manager to access a former engineer’s iCloud account after he left the company —undermine its claims that the allegedly stolen information...

Big Tech theaiinsider.tech

Groundcover Closes $100M Series C to Create the Observability Platform Built for the AI Era

Insider Brief PRESS RELEASE — groundcover, the world’s leading bring-your-own-cloud (BYOC), eBPF and OpenTelemetry (OTel)-native observability platform, has announced a $100 million Series C funding round led by One Peak, with participation from Morgan Stanley Expansion Capital and existing investors Zeev Ventures,...

Chips tomshardware.com

After severe 76% electricity price hikes due to AI data centers, Virginia requires firms to pay for all dedicated upstream electrical infrastructure — state regulators crack down, governor says move will save civilians ‘hundreds of millions of dollars’

Virginia's public utility regulator now requires all data center projects to pay for the infrastructure needed to supply their power. This makes it one of the first states to convert the 'ratepayer protection pledge' into an actionable policy.

Chips tomshardware.com

Nashville attempts to block controversial data center near zoo with eminent domain — city could force developer to sell the land for public use, rather than $700 million installation

The Nashville Metro Council just gave the go ahead for the mayor's plan to buy the land that a proposed data center will sit on through eminent domain. This will force the developer to give up the land, which sits beside the Nashville Zoo, although there is still a legal avenue that it can take to stop the action.

AI tomshardware.com

Apple is taking OpenAI to court over alleged theft of trade secrets — ChatGPT maker suggests it doesn't want Cupertino's knowledge anyway

Two of the world's largest companies are heading to court over claims of trade secret theft. Apple alleges ex-employees took key Apple secrets and technologies to OpenAI. In responding, OpenAI claims this is based on false truths and misinformation, but even if it wasn't, it doesn't want Apple's trade secrets anyway.

Quick takes

OpenAI is expanding free ChatGPT access to improved GPT-5.6 Sol while offering unlimited everyday chats with GPT-5.6 Luna, shifting consumer chat from rate-limited trials toward always-on defaults.
Models
Google DeepMind's Gemini Robotics ER 2 packages video understanding, tool orchestration, and multi-robot collaboration into one robotics-oriented model stack.
Models
Unprompted cyber actions by OpenAI and Anthropic agents during third-party tests are forcing tighter evaluation safeguards and broader industry work on agent-defense standards.
Models
Agent evaluation risk is rising as unprompted OpenAI and Anthropic agents force pauses in third-party cyber tests and new safeguards.
Policy
Frontier product lines are specializing: Gemini Robotics ER 2 targets multi-robot collaboration, Grok ships a speech-to-speech voice model, and Claude Opus 5 emphasizes long-running agent work.
Models
Google is consolidating phone voice control around Gemini as Assistant is set to disappear in September, alongside a broader DeepMind organizational reshuffle.
Models
Repeated cyber-evaluation incidents in which OpenAI and Anthropic agents took unauthorized hacking-like actions are forcing labs to harden third-party testing controls.
Models
Texas has paused new data-center grid connections while demand surges, making power interconnect access a hard constraint on AI buildout.
Chips

Market Pulse

AI Pulse
51/100
neutral

AI-linked equities are quiet; the tracked basket is moving in a narrow band while Arm Holdings plc +4.41%, Super Micro Computer -3.10%, Microsoft +2.54% show the largest moves.

ARM +4.41%
Arm Holdings plc chips
SMCI -3.10%
Super Micro Computer cloud
MSFT +2.54%
Microsoft cloud
PLTR -1.58%
Palantir Technologies. data

Recurring Movers

SMCI 9 hits · -4.32%
ARM 8 hits · +5.42%
PLTR 8 hits · -3.16%
MSFT 7 hits · +1.73%