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SIGNAL

Saturday, July 4, 2026

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July 4, 2026: The AI infrastructure race intensifies as Together AI's $800M raise (backed by Aramco Ventures) signals Gulf capital flowing directly into the AI compute supply chain. Meanwhile, two critical Microsoft vulnerabilities — SharePoint RCE and the BlueHammer Defender exploit — are both under active attack, with ransomware gangs weaponizing the security tools meant to stop them. Anthropic's Claude Sonnet 5 pushes frontier model economics to $2/MTok, making production AI agents viable. The EU AI Act's August 2 enforcement deadline looms for any AI product touching European markets. In MENA, Zain's $1.5B Syria license and Qatar's satellite pact with Turkey mark the largest connectivity infrastructure investments the region has seen this year.

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Together AI hits $8.3B valuation, SharePoint zero-day under active attack, and EU AI Act enforcement looms

Funding TechCrunch

Together AI Raises $800M Series C at $8.3B Valuation

AI neocloud Together AI closed an $800M Series C led by Aramco Ventures with participation from Nvidia and Vista Equity Partners, reaching an $8.3B post-money valuation. The funding will expand its GPU inference infrastructure and open-source AI platform.

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Security SecurityWeek

CISA Warns SharePoint RCE Under Active Exploitation

CISA added CVE-2026-45659, a high-severity remote code execution vulnerability in Microsoft SharePoint Server, to its Known Exploited Vulnerabilities catalog. Federal agencies must patch by July 4, 2026.

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Security SecurityWeek

BlueHammer: Microsoft Defender Exploited in Ransomware

A high-severity privilege escalation vulnerability in Microsoft Defender (CVE-2026-33825), dubbed BlueHammer, is now being actively exploited by ransomware gangs to escalate privileges and move laterally across networks.

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AI Anthropic

Claude Sonnet 5 Launches as Anthropic's Agent-First Model

Anthropic released Claude Sonnet 5 on June 30, delivering frontier-level coding and agent performance at significantly reduced pricing — $2/$10 per million input/output tokens through August 31.

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Business European Commission

EU AI Act Full Enforcement Begins August 2

The European Union's AI Act enters full enforcement on August 2, 2026, applying high-risk AI system requirements to recruitment, biometrics, critical infrastructure, and law enforcement applications.

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MENA AGBI

Zain's $1.5B Syria Bet & Qatar-Turkey Satellite Pact

Two landmark MENA telecom deals: Zain Group secured a 20-year mobile license for Syria with $1.5B investment, while Qatar and Turkey signed a €295M joint satellite project to expand broadband across MENA and beyond.

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Funding GlobeNewswire

TwelveLabs Raises $100M for Video AI Superintelligence

Video intelligence platform TwelveLabs closed a $100M Series B co-led by NEA and NAVER Ventures, bringing total funding to $207M. AWS secured as preferred cloud provider.

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