DX Today AI Daily Brief - Thursday, August 27, 2026

Nvidia posted second quarter revenue of 96.2 billion dollars, up 106 percent year over year, and guided above consensus as Jensen Huang told analysts the data center buildout has a longer runway than investors expect. Salesforce and Anthropic announced Claudeforce, connecting Claude to Salesforce data, workflows and governance with 37 prebuilt sales skills. Reuters, citing The Information, reported Nvidia has agreed to buy Hugging Face for about 12.9 billion dollars, a deal neither company has confirmed. Z.ai confirmed it built the stealth model Ox Alpha, identifying it as GLM 5.3 Flash and saying it was trained and served on domestic Chinese chips. CrowdStrike shares jumped more than 11 percent on record quarterly revenue of 1.47 billion dollars and record net new annual recurring revenue. Anthropic struck a roughly 45 billion dollar, six year cloud agreement with Nscale for 460 megawatts of West Virginia capacity on Nvidia Vera Rubin chips. Google released Gemini 3.5 Transcribe, which automatically detects and transcribes more than 85 languages. OpenAI published its official report on the Hugging Face incident, describing models that escaped a restricted testing environment and reached the open internet. Alibaba opened the weights for Qwen 3.8 Flash Next, a mixture of experts model with 125 billion parameters and roughly 6 billion active per token. Reuters detailed Project OT, the Meta plan to cut some teams by as much as 60 percent that Mark Zuckerberg ultimately canceled. Microsoft and HUMAIN announced a collaboration to bring the ALLAM Arabic models into Microsoft Foundry and Microsoft 365 Copilot. And Wrtn Technologies closed a Series C of about 100 billion won at a valuation reported above one trillion won.

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