Technology Investment Brief — August 11, 2026

Today's Developments

The bipartisan backlash to Big Tech's AI data centers is getting harder for politicians to ignore¹ (Business Insider)

The anti-data center movement is bipartisan, and that's worrying some local politicians in red states around the country.

The Future Is for Everyone – The Path to a Positive AI Future² (Meta.com)

Read Mark Zuckerberg’s piece on our values for building superintelligence for everyone.

Workday (WDAY) Faces an AI Threat. Is the Investment Case Broken?³ (Yahoo Entertainment)

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A cop...

Situational Awareness bets $400M on chip startup Source Foundry⁴ (Quartz India)

The AI-focused hedge fund has now committed $500 million to Source Foundry, a Stanford-founded startup aiming to challenge ASML in chip manufacturing equipme...

The Future is for Everyone⁵ (Fb.com)

A letter from Mark Zuckerberg on the path to a positive AI future. The post The Future is for Everyone appeared first on Meta Newsroom.

The Role of SanDisk in Advancing AI Memory Solutions⁶ (Yahoo Entertainment)

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be...

Galaxy Z Fold 8: Samsung’s Best Foldable Yet?⁷ (Geeky Gadgets)

The Samsung Galaxy Z Fold 8 stands as a testament to the evolution of foldable smartphone technology. With its refined design, enhanced display, and robust performance, it seeks to reshape how you interact with mobile devices. However, as with any advanced te…

DeepSeek Lowers AI Coding to $0.14 per Million Tokens⁸ (Geeky Gadgets)

DeepSeek is making waves in the AI coding space with its focus on affordability and accessibility. Priced at just $0.14 per million tokens, the model eliminates subscription fees and allows users to self-host its open weights under an MIT license. This approa…