Morning Scan

Memory constraints are now capping Apple's stock story, choking production lines, and shaking up the AI hardware race. China's AI chip challengers are surging, founders are giving away billions, and the debate over AI sovereignty has no resolution in sight.

147% — Moore Threads' H1 revenue growth YoY, with its stock up 420%+ since its Shanghai IPO. (Bloomberg)

Machines & Minds

Apple Earnings, More on Amazon's Earnings

Apple's growth is currently constrained by memory chip supply rather than by any shortage of demand. (Stratechery)

Moore Threads reports H1 revenue up 147% YoY, plans Hong Kong listing (paywall)

A Chinese AI chip designer posting triple-digit growth and a 420% stock run suggests Beijing's chip bet is paying off. (Bloomberg)

Samsung crosses major milestone in flagship AI memory chip production

HBM4 yields are improving months after mass production started — good news for anyone downstream waiting on memory. (SamMobile)

Hackaday Links: August 9, 2026

More bad news on the memory shortage front — production capacity reports suggest no near-term relief. (Hackaday)

You can't regulate your way to AI sovereignty

Europe's law-first approach to AI keeps running into the same wall: rules don't build compute. (The Next Web)

Connected World

A look at Chinese state-owned investment bank CICC (paywall)

The bank behind China's biggest tech listings is effectively a state proxy for who gets to go public. (Financial Times)

UK FCA consults on tokenized gold regulatory framework (paywall)

London wants to formalize its position in tokenized gold before someone else writes the rulebook. (Financial Times)

A profile of Founders Pledge, $4B in pledges recorded so far in 2026

AI now makes up a third of the philanthropy vehicle's lifetime total — wealth created fast is getting pledged fast. (Wired)

QuantHealth raises $45M Series B for AI clinical trial simulation

Simulating trials before running them is the kind of unglamorous AI application that could save pharma real money. (Fierce Healthcare)

Connected World

Microsoft brings fourth Indian cloud region online in Hyderabad

First concrete delivery against Microsoft's $17.5B India commitment — cloud infrastructure is becoming a regional competition. (The Next Web)

TechCrunch Mobility: Zoox prepares for launch and Uber's AV empire

Everyone's building an AV empire by partnership now instead of building the cars themselves. (TechCrunch)

Uber's CEO says the Waymo partnership is still strong

Record bookings, a $10B AV bet, and a CEO insisting everything's fine — read into that what you will. (The Rideshare Guy)

Connected World

NEC tests parking tech that only starts charging once you exit your car

A small, genuinely user-friendly idea buried in a week of infrastructure mega-deals. (The Register)