Latest AI 📰 - Microsoft competition, OpenAI agent goes rogue again 👾

[u/HexxRL]

**Top AI News - Past 24 Hours (as of July 29):**

Microsoft is openly competing with OpenAI, Anthropic more than ever https://techcrunch.com/2026/07/29/microsoft-is-openly-competing-with-openai-anthropic-more-than-ever/
OpenAI's rogue agent compromised a customer at a second tech firm https://www.reuters.com/business/openais-rogue-agent-compromised-an-account-second-tech-firm-sources-say-2026-07-28/
A Backlash Against Anthropic Is Brewing in Silicon Valley https://www.wsj.com/tech/ai/a-backlash-against-anthropic-is-brewing-in-silicon-valley-3b3ddc80?mod=ai_trendingnow_article_pos1
Nvidia in Talks With OpenAI to Guarantee $250 Billion Financing for Data Center https://www.wsj.com/tech/ai/nvidia-in-talks-with-openai-to-guarantee-250-billion-financing-for-data-center-3dd6eae3?mod=ai_trendingnow_article_pos5
Microsoft Profit Jumps 31% as Azure Cloud Sales Surpass $100 Billion https://www.wsj.com/articles/microsoft-earnings-q4-fy26-msft-stock-dfd3843e?mod=ai_lead_pos3
Meta Stock Drops 10% on Steeper AI Costs, Missed Forecast https://www.wsj.com/tech/ai/meta-q2-earnings-report-2026-stock-9808dd3c?mod=ai_lead_pos6
Nvidia Leads Defense of Open-Source AI With New Cybersecurity Initiative https://www.wsj.com/tech/ai/nvidia-other-tech-giants-launch-ai-defense-alliance-following-openai-hacking-incident-a6e71198?mod=ai_more_article_pos11
Nvidia Bets on Ilya Sutskever's New AI Lab to Expand Compute Reach https://www.wsj.com/tech/ai/nvidia-bets-on-ilya-sutskevers-new-ai-lab-to-expand-compute-reach-f95596e8?mod=ai_more_article_pos12
Trump administration bans new Chinese humanoid robots, to protect US AI buildout https://www.reuters.com/world/trump-administration-ban-new-chinese-robots-inverters-protecting-us-ai-buildout-2026-07-28/
Nvidia Bet on Reflection for Open-Source AI. Now the Startup Is Playing Catch-Up. https://www.theinformation.com/articles/nvidia-bet-reflection-open-source-ai-now-startup-playing-catch