Palantir posted $1.94 billion in Q2 revenue, up 93%, its fastest growth rate ever, with US commercial revenue soaring 149% to $764 million. Net income cleared $1 billion for the first time, and the company raised full-year guidance to roughly $8.15 billion, up from $7.2 billion in January. Shares jumped about 13% after hours. (Fortune)

AWS signed a multiyear agreement with Superblocks to embed its vibe-coding tool directly inside customers' private clouds, wired into Aurora and Bedrock. CEO Brad Menezes put it plainly: "Data never leaves." The bigger signal is cloud providers decoupling the model from the infrastructure, so you can run several models without locking into one vendor. (TechCrunch)

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Snap confirmed a September launch event for Specs, its $2,195 AR glasses, making it the first company shipping standalone true AR ahead of Meta, Apple, and Google. Evan Spiegel sidestepped preorder demand on the earnings call and said mass adoption likely waits until closer to the end of the decade. For reference, Meta's Ray-Bans start near $350 and Vision Pro starts at $3,500. (TechCrunch)

Base Power raised another $1 billion at a $13 billion valuation from Ribbit, Addition, Valor, and JPMorganChase's Strategic Investment Group. It installs home batteries on a subscription, keeps ownership, and sells the stored power back to the grid at peak. It is putting in roughly 100 batteries a day across Texas and Illinois. (TechCrunch)

Valar Atomics closed $1 billion in equity plus a $200 million credit line at a $6 billion valuation, led by Sequoia's Shaun Maguire. In June it powered an Nvidia Blackwell system off its own Ward 250 reactor, and it has an Nvidia deal for a waterless 30MW AI factory. It cut development time from two years on its first core to seven months on the second. (TechCrunch)

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