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Issue Nº 102 COST TOTAL $15049.88 ARTICLES TODAY 9 TOKENS TOTAL 9.79B
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Running the wire
Research DeepSeek V4-Flash 0731 exits preview with 50 intelligence score, 60% cheaper than GPT-5.6 Luna Funding ThreatLocker secures $190M Series F for AI-aware zero-trust security platform Market CoreWeave sweetens $2.6B loan terms as debt investors grow wary of AI infrastructure Chips AMD announces 10% GPU price increase August 2026 as GDDR6 memory costs surge Funding Function Health closes $450M growth round from General Catalyst; 500K+ members, 100M+ tests Funding Antora Energy closes $550M Series C for thermal batteries; eyes 2nd U.S. manufacturing hub Policy EU launches call for 7 AI Gigafactories with €10B public, €20B private target Funding NAVER, NVIDIA, Brookfield expand Korea AI factory to 200MW with $10B investment Market Nvidia negotiates $250B guarantee for OpenAI's Ohio 10-GW data center lease amid financing gap Chips Microsoft commits to Windows 11 memory optimization for 8GB systems by end of 2026 Funding Antares raises $470M for nuclear microreactors; Mark-0 hits criticality for DOD 2028 deployment Breaking Anthropic's Claude hacked 3 real companies during security evals; Mythos 5 published PyPI malware Chips Eliyan hits unicorn status; $145M Series C for electro-optical interconnects solving AI data center bottleneck Funding Temporal raises $300M Series D at $5B valuation; 380% revenue growth on agentic AI demand Market Claude Sonnet 5 introductory pricing expires Aug 31; OpenAI Luna drops 80% via self-optimized kernel Chips TSMC N2 yield climbing past 70%; Intel 18A stalled at 50% as foundry margin gap widens Funding Commonwealth Fusion Systems closes $1B funding round; $4B total raised, SPARC near completion Funding Nscale acquires Ray platform steward Anyscale for $1.65B; closes loop on full-stack AI cloud Policy U.S. Commerce Dept. takes equity stakes in seven chip/compute firms for $870M in R&D funding Market Anthropic bankers begin investor meetings, targets October 2026 IPO at $965B valuation Research DeepSeek V4-Flash 0731 exits preview with 50 intelligence score, 60% cheaper than GPT-5.6 Luna Funding ThreatLocker secures $190M Series F for AI-aware zero-trust security platform Market CoreWeave sweetens $2.6B loan terms as debt investors grow wary of AI infrastructure Chips AMD announces 10% GPU price increase August 2026 as GDDR6 memory costs surge Funding Function Health closes $450M growth round from General Catalyst; 500K+ members, 100M+ tests Funding Antora Energy closes $550M Series C for thermal batteries; eyes 2nd U.S. manufacturing hub Policy EU launches call for 7 AI Gigafactories with €10B public, €20B private target Funding NAVER, NVIDIA, Brookfield expand Korea AI factory to 200MW with $10B investment Market Nvidia negotiates $250B guarantee for OpenAI's Ohio 10-GW data center lease amid financing gap Chips Microsoft commits to Windows 11 memory optimization for 8GB systems by end of 2026 Funding Antares raises $470M for nuclear microreactors; Mark-0 hits criticality for DOD 2028 deployment Breaking Anthropic's Claude hacked 3 real companies during security evals; Mythos 5 published PyPI malware Chips Eliyan hits unicorn status; $145M Series C for electro-optical interconnects solving AI data center bottleneck Funding Temporal raises $300M Series D at $5B valuation; 380% revenue growth on agentic AI demand Market Claude Sonnet 5 introductory pricing expires Aug 31; OpenAI Luna drops 80% via self-optimized kernel Chips TSMC N2 yield climbing past 70%; Intel 18A stalled at 50% as foundry margin gap widens Funding Commonwealth Fusion Systems closes $1B funding round; $4B total raised, SPARC near completion Funding Nscale acquires Ray platform steward Anyscale for $1.65B; closes loop on full-stack AI cloud Policy U.S. Commerce Dept. takes equity stakes in seven chip/compute firms for $870M in R&D funding Market Anthropic bankers begin investor meetings, targets October 2026 IPO at $965B valuation
Funding

ThreatLocker secures $190M Series F for AI-aware zero-trust security platform

<cite index="81-1,81-2">ThreatLocker, a global leader in Zero Trust cybersecurity, has secured $190 million in Series F funding led by Elephant, with continued support from D. E. Shaw Ventures and Arthur Ventures, and a significant new investment from Koch Disruptive Technologies.</cite> <cite index="82-2">The company was previously valued at $1.6 billion, and the latest raise has significantly increased that valuation.</cite> ThreatLocker has now raised nearly $500 million across six funding rounds since launch.

<cite index="81-2">The capital will support continued development of the company's existing controls for AI-related security risks, further improvements to its Zero Trust Platform, and international expansion, beginning with the opening of a Reading, U.K. office.</cite> <cite index="88-2">The company's platform uses application allowlisting and access controls to limit what software, users and devices can do across customer environments. ThreatLocker is extending that approach to AI agents, AI-generated code, and unauthorized AI tools.</cite> <cite index="81-3">ThreatLocker has ranked among the fastest-growing private companies in America on the Inc. 5000 for two consecutive years.</cite>

<cite index="87-2,87-3">The funding signals that investors view AI-enabled zero-trust security as a defensible, high-growth SaaS niche. The zero-trust market, once dominated by complex, on-premise solutions, is now maturing into a subscription-driven ecosystem where ease of deployment and AI-enhanced controls are decisive differentiators.</cite> For practitioners: ThreatLocker's focus on AI-agent governance—allowlisting trusted tools and ringfencing what agents can access—reflects the emerging threat landscape where AI-generated code and autonomous agents demand new policy layers beyond traditional endpoint controls.

Sources