Note sull'episodio
Your Monday roundup of the technology and security news that matters to Australian businesses, covering 3-9 August 2026.
In this episode:
Google's AI leadership shake-up (5 Aug). Demis Hassabis moves to Chair of Google DeepMind and Chief Scientist of Alphabet. Koray Kavukcuoglu becomes SVP of Google DeepMind reporting to Sundar Pichai, taking Gemini research and product. Jeff Dean leaves after 27 years to co-found a public benefit corporation with Sanjay Ghemawat, with Google as founding investor and cloud partner. The Gemini app is past 950 million monthly users; Gemma is past 900 million downloads.
Washington's unpublished frontier-AI framework (4 Aug). Under Executive Order 14409, an NSA-led group has built a process for up to 30 days of pre-release government access to frontier models - and reportedly will not publish it. Open-weight models are excluded. Why a shrinking public evidence base means you need your own evaluation set.
AMD and Palantir (3-4 Aug). AMD: revenue $11.5bn (+50%), Data Centre $6.7bn (+107%) and now 58% of the company, Q3 guided to about $13bn. Palantir: revenue $1.935bn (+93%), US commercial +149%, adjusted free cash flow $1.22bn, guidance raised to about $8.15bn. Two great quarters, two opposite market reactions, and what that says about capital intensity.
Microsoft's 10-K discloses $24.1bn of OpenAI revenue, plus $6bn of accounts receivable from a single customer as at 30 June. A prompt to run your own customer-concentration numbers.
Memory is being sold out to 2030. Samsung plans to cover 60-70% of its memory production capacity under five-year binding agreements with advance payments and floor prices; SK hynix has completed talks with around ten customers. What allocation-constrained supply means for your FY27 hardware budget.
Meta launches Muse Code (5 Aug), and Bending Spoons agrees to buy Airtable for a $1.285bn enterprise value (4 Aug).
Security round-up: the Metabase zero-day and the Framework, Tally and LexisNexis fallout; IBM Langflow and Apache Tomcat added to CISA KEV; and a preview of Friday's N-able N-central deep-dive.
Visit www.kinsoft.com.au to talk through your security and IT needs.
Sources: Google blog, "The next chapter of our AI momentum" (5 Aug 2026); Axios and Tech Policy Press (4 Aug 2026); White House Executive Order 14409; AMD Q2 2026 results (4 Aug 2026); Palantir Q2 2026 results (3 Aug 2026); Microsoft FY2026 Form 10-K; The Korea Herald and StorageNewsletter (2-3 Aug 2026); TechCrunch, CNBC and the Wall Street Journal (5 Aug 2026); Bending Spoons investor newsroom (4 Aug 2026); BleepingComputer, TechCrunch and The Hacker News (6-8 Aug 2026); CISA Known Exploited Vulnerabilities catalogue (3-4 Aug 2026); Huntress (1-7 Aug 2026).