The Brutalist Report

Techmeme

Microsoft will start disclosing Azure quarterly revenue as part of a shift in its reporting structure, under which Azure revenue grew 42% YoY to $29.42B in Q4 (Jordan Novet/CNBC) [8d]
Uber launches London's first commercial robotaxi service; the vehicles use Wayve's autonomous driving tech and will initially have human safety drivers (Andrew J. Hawkins/The Verge) [8d]
Sources: Palo Alto Networks paid $500M in cash and stock to acquire agentic IT support startup Console; PitchBook: Console was valued at $157M before the sale (Marina Temkin/TechCrunch) [8d]
Sources: Thoma Bravo-backed Proofpoint is in talks to acquire cybersecurity company Varonis; Varonis rose 10.4% on Wednesday, giving it a market value of ~$5.4B (Ryan Gould/Bloomberg) [8d]
Muse Spark 1.3 with max reasoning, in limited preview for partners, scores 62 on the Artificial Analysis Intelligence Index, behind only Fable 5.1 and Opus 5 (@artificialanlys) [8d]
HPE reports Q3 revenue up 34% YoY to $12.2B, vs. $11.9B est., forecasts FY 2026 and FY 2027 sales growth above est., signs a $3.5B server deal with a cloud firm (Dina Bass/Bloomberg) [8d]
Broadcom reports Q3 revenue up 86% YoY to $29.59B, vs. $29.36B est., AI semiconductor revenue up 221% to $16.7B, and forecasts Q4 revenue below estimates (Jordan Novet/CNBC) [8d]
Snowflake reports Q2 revenue up 35% YoY to $1.55B, vs. $1.48B est., and forecasts Q3 and FY 2027 product revenue above estimates; SNOW jumps 22%+ after hours (MarketWatch) [8d]
Letter: OpenAI told two House Democrats that its engineers are developing "automated shutdown capabilities" for AI systems (Courtney Rozen/Reuters) [8d]
Mark Zuckerberg says Meta's Watermelon model and Muse Spark open weights are "coming soon" (Mark Zuckerberg/@finkd) [8d]
Meta rolls out Muse Spark 1.3 in Muse Code and Meta's API, saying it significantly improves coding and agentic performance, at the same price as its predecessor (Ina Fried/Axios) [8d]
Uber is shutting down services in Nigeria and Uganda from September 2 after a global review of its operations; it launched in Nigeria in 2014 and Uganda in 2016 (Bloomberg) [8d]