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# The AI Money Machine, Legal, Policy, and the Uncomfortable Stuff, Deals, Drops, and One Governance Disaster
- URL: https://adjacent.media/scan/2026-07-08-am/
- Published: 2026-07-08T10:05:56.000Z
- Updated: 2026-07-08T10:05:56.000Z
- Description: Anthropic just posted its first $1B+ quarterly profit, Samsung’s chip earnings jumped 19-fold, and SK Hynix is lining up a $28B US listing. AI infrastructure is getting funded at a scale that would have seemed implausible three years ago.
- Author: Jonathan Greene
- Tags: #scan-am, #scan

Anthropic just posted its first $1B+ quarterly profit, Samsung's chip earnings jumped 19-fold, and SK Hynix is lining up a $28B US listing. AI infrastructure is getting funded at a scale that would have seemed implausible three years ago.

> **19x** — Samsung's Q2 operating profit jumped 19-fold year-over-year, hitting \~$58.44B on revenue that nearly doubled — then its stock dropped 5% because the bar was apparently still set higher. *(Reuters)*

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### Machines & Minds

#### [Anthropic Q3 2026: Profit Over $1B](https://newsletter.semianalysis.com/p/anthropic-3q26-profit-over-1b-the?ref=adjacent.media)

The company Dario Amodei built as a safety-first research lab is now printing money, and IPO speculation is no longer hypothetical. *(Semianalysis)*

#### [Anthropic Gets Closer to an AI Super App](https://open.substack.com/pub/sourcesnews/p/anthropic-closer-ai-super)

The race to merge coding power with consumer simplicity is tightening, and Anthropic is apparently closer than it looks from the outside. *(Sources/Alex Heath)*

#### [Nscale Locks In $900M for Data Center Buildout](https://www.wsj.com/tech/ai/nvidia-backed-startup-nscale-locks-in-900-million-for-data-center-buildout-fd9820b3?st=TaoTjS&reflink=desktopwebshare%5Fpermalink&ref=adjacent.media) (paywall)

The Nvidia-backed UK startup is using the credit line to build out compute capacity across Europe, the US, and Asia Pacific. *(Wall Street Journal)*

#### [SK Hynix Seeks to Raise $28B Through US IPO](https://siliconangle.com/2026/07/06/memory-chip-maker-sk-hynix-seeks-raise-28b-u-s-ipo/?ref=adjacent.media)

One of the biggest IPOs in recent memory is being fueled almost entirely by AI-driven HBM demand, and it's expected to close Friday. *(SiliconAngle)*

#### [Samsung Made More Profit Last Quarter Than the Last Two Years Combined](https://www.nytimes.com/2026/07/06/business/samsung-earnings-chips.html?ref=adjacent.media) (paywall)

Memory chip prices are doing the work — but the stock drop signals investors wanted even more, which is a strange place to be. *(New York Times)*

### Connected World

#### [Judge Upholds Verdict That Musk Defrauded Twitter Investors](https://thenextweb.com/news/judge-upholds-the-verdict-that-musk-defrauded-twitter-investors?ref=adjacent.media)

A federal judge declined to overturn the jury's finding, keeping the $44B takeover's legal aftershocks alive for Musk. *(The Next Web)*

#### [FCC to End Biden-Era Rule Forcing ISPs to List All Their Fees](https://arstechnica.com/tech-policy/2026/07/fcc-to-end-biden-era-rule-that-forces-isps-to-list-all-their-fees/?ref=adjacent.media)

The "broadband nutrition label" rule — one of the more popular consumer transparency measures in recent memory — is heading for the trash. *(Ars Technica)*

#### [Apple Intelligence Home Features Require 2TB iCloud+ Plan](https://www.macrumors.com/2026/07/06/ios-27-home-app-features-icloud/?ref=adjacent.media)

Apple is using AI features as a subscription upsell mechanism, and the $9.99/month entry point is not the tier you need. *(MacRumors)*

#### [UK MPs Warn Government on Tech Sovereignty](https://www.theregister.com/ai-and-ml/2026/07/07/mps-tell-brit-government-sort-out-your-tech-sovereignty-or-get-left-out-in-the-cold/5267076?ref=adjacent.media)

Anthropic's brief US export ban earlier this year rattled enough MPs to produce a committee report: the UK can't rely on allies to keep its AI stack running. *(The Register)*

### Connected World

#### [Vista Equity Makes Takeover Bid for Criteo at 50%+ Premium](https://www.bloomberg.com/news/articles/2026-07-06/advertising-technology-firm-criteo-attracts-vista-equity-backed-takeover-offer?ref=adjacent.media) (paywall)

Ad tech consolidation continues; Criteo's been a PE target rumor for years, and someone finally moved. *(Bloomberg)*

#### [Proxima Fusion Raises €411M at €2.4B Valuation](https://www.bloomberg.com/news/articles/2026-07-07/google-rwe-back-german-startup-proxima-fusion-at-2-4-billion-valuation?ref=adjacent.media) (paywall)

Google and energy company RWE are backing a Munich fusion startup, a sign that fusion funding isn't only a US phenomenon. *(Bloomberg)*

#### [WiseTech Co-Founder Steps Down as Chair Amid Police Probe](https://www.bloomberg.com/news/articles/2026-07-07/wisetech-shares-jump-after-billionaire-white-steps-down-as-chair?ref=adjacent.media) (paywall)

Richard White's exit sent WTC shares up 7%+, a fairly blunt market verdict on his continued presence at the company. *(Bloomberg)*

#### [The 'First' AI-Run Ransomware Attack Still Needed a Human](https://techcrunch.com/2026/07/06/the-first-ai-run-ransomware-attack-still-needed-a-human/?ref=adjacent.media)

An AI agent executed a real-world ransomware attack for the first known time. The backstory involves a human operator, which may be reassuring or may simply reflect where the technology currently sits. *(TechCrunch)*