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DX Today AI Daily Brief - Tuesday, September 1, 2026
Anthropic signs a roughly $35 billion cloud computing agreement with Nvidia backed Lambda for capacity at a Texas data center campus, and OpenAI says its ChatGPT advertising business has reached a $1 billion annualized revenue run rate while opening self service buying across India, Europe, the Middle East and North Africa. Nvidia invests $3.5 billion in MediaTek convertible bonds as MediaTek adopts NVLink Fusion for custom accelerators, and Adobe joins Saudi Arabia's Ministry of Communications and Information Technology and HUMAIN in a partnership valued at over $4 billion that gives more than 27 million residents free access to Firefly and Adobe Express. ITC Infotech buys a 22.1 percent stake in Happiest Minds ahead of a proposed merger targeting $1 billion in revenue by fiscal 2028. On policy, Britain opens the first four challenges under its 100 million pound sovereign AI procurement scheme, South Korea proposes a record 820.9 trillion won budget with 21.3 trillion won for AI, and India notifies the detailed guidelines for its 1,27,500 crore rupee Semicon 2.0 program. Instagram renames its AI creator label to AI generated profile and limits the reach of undisclosed synthetic personas, Australian energy software startup Gridsight raises a $36 million Series B led by Insight Partners, China's CXMT begins small batch production of HBM3E memory, and Samsung Electro-Mechanics wins a 1.07 trillion won capacitor order for AI servers.
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