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Big Tech Keep this 2026-08-20
CVE-2026-65346 — code execution from a single crafted image
One bad image, full compromise. Apple's latest updates fix an ImageIO integer overflow (CVE-2026-65346) where a maliciously crafted image could execute code. Apple says it isn't known to be exploited in the wild.
$10M — Google's winning bid, vs Mercor's $7.5M
Bankruptcy's data clause. Google's $10 million bid beat rival bidder Mercor's $7.5 million for the defunct airline's internal data — emails, chats and pricing records that reports say are bound for AI training.
Big Tech Keep this 2026-08-18
The loop gets bigger. Nvidia will stand behind up to $105 billion of debt for phase one of OpenAI's Ohio campus. We walk the filing, the shrinking headline number, and every commitment on record — in one table.
The IPO math is out. Documents shown to investors put Q2 revenue above $11.5B, up 14-fold in a year — preliminary, unaudited, and inseparable from the $2 trillion October listing investors are talking up. We separate the numbers from the hopes.
2 leaks — Q2 figures and 2028 forecast, days apart
Quiet period, loud leaks. Marcus notes Anthropic is in its SEC pre-IPO quiet period — yet the Bloomberg Q2 numbers and Reuters 2028 projections both surfaced days apart, which he reads as strategically timed hype-building.
Two local partners — Alibaba the model, Baidu search
Compliance by construction. Bloomberg reports Apple is standing up a China-specific AI stack — a custom model built with Alibaba, plus Baidu folded in for search — to bring Apple Intelligence inside Beijing's rules.
$11.5B+ — Anthropic Q2 revenue, ~14x YoY
AI's biggest number this week. CNBC reports second-quarter revenue above $11.5 billion — up roughly fourteenfold year over year — alongside the company's first positive adjusted operating income.
$500B+ — financing commitments from six Wall Street firms
Wall Street joins the build-out. Bloomberg reports BlackRock, Blackstone, Goldman Sachs and KKR among six firms committing financing toward Nvidia-tied AI infrastructure.
$100 billion — would be the largest data-center IPO ever
The AI landlord's turn. Reuters reports the Silver Lake and DigitalBridge-backed operator has held early talks on a listing that would be the largest data-center IPO ever — with no formal process launched yet.
No CEO title — DeepMind's new chief reports to Pichai
The reshuffle firms up. A week after Hassabis moved to chairman, CNBC reports Koray Kavukcuoglu now runs Gemini model development, frontier research and the app teams — reporting straight to Sundar Pichai, with no new CEO named.
$550M — raised in weeks, oversubscribed
Money moves fast again. Accel raised a fresh $550M India fund within weeks of opening it, 19 months after its last — with demand outrunning the target.
$7B → $2.5–3B — Zepto's reported valuation reset
Reset, not retreat. The quick-commerce firm paused its planned ₹8,010-crore fresh-issue IPO for a domestic placement reportedly pricing it at $2.5–3 billion, down from $7 billion last October, after FY26 losses widened to ₹5,095 crore.
1,072 security bugs fixed in two Chrome releases
AI finds the bugs. Chrome milestones 149 and 150 fixed 1,072 security bugs — more than the prior 23 releases combined, Google says, crediting AI systems like Big Sleep for finding vulnerabilities preemptively.
Down around 67% in a single month
The AI trade bites back. Situational Awareness, Leopold Aschenbrenner's AI-focused hedge fund, is down around 67% so far in July after heavy losses on AI stocks, according to an investor letter reported by the Wall Street Journal.
$1B — Cyera's third security acquisition of 2026
Third buy this year. The $12B data-security firm is acquiring Oasis, which monitors non-human identities — mostly AI agents — paying largely in cash, after Ryft and Genie Security earlier in 2026.
40+ inaugural partners — OpenAI, Google, Anthropic not among them
An open defense stack. Launched July 27 with Microsoft, IBM, Hugging Face, CrowdStrike and Cloudflare aboard, pledging open tools for AI security — agent identity, isolation, safe model formats. OpenAI, Google and Anthropic are absent from the inaugural list.
Dollars, not percentages. Alphabet's 10-Q values its SpaceX holding at $94.1 billion, every share still locked up — and never states the ownership percentage the headlines keep quoting.
$124.3 billion — Alphabet's private-stake book, mostly Anthropic
$124.3 billion on the books. The same filing that revealed the SpaceX position carries Alphabet's private-company stakes at $124.3 billion — a bucket Bloomberg reports is overwhelmingly one investment: Anthropic.
January 2028 — Waymo's own app; Uber deal ends May
The aggregator gets aggregated. Per the FT, Waymo intends to run rides through its own app from January 2028 in both cities; Uber confirms the contract runs out that May. Phoenix already split earlier this year.
-$5.9B free cash flow — first negative quarter since 2004
Cloud boom, cash burn. Q2 revenue hit $120B, up 25%, with Cloud surging 82% to $24.8B on a $514B backlog — but $44.9B of quarterly capex drove free cash flow to negative $5.9B, and full-year guidance rose to $195–205B.
$750B — planned compute spend through 2030
The other side of the ledger. OpenAI has again raised how much it expects to pour into infrastructure — now three-quarters of a trillion dollars by 2030, per the WSJ-sourced report — even as every big lab hedges suppliers to control exactly this line item.
$1B — the raise InMobi is targeting
Homecoming listing. The SoftBank-backed adtech unicorn has hired JPMorgan, Jefferies, Kotak and Axis Capital to lead an offering reportedly targeting an $8–10B valuation — one of Indian tech's biggest planned floats.
The free beta, seeded July 13, brings Siri web search and cross-app actions, plus adjustable Liquid Glass, to Apple Intelligence iPhones.
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