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Nvidia is putting its Vera CPUs to work alongside AI agents to speed up chip design

Nvidia Corp. said tonight it’s now running the chip design software its engineers are using to design the next generation of its graphics processing units, on its own silicon. It’s partnering with Cad

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Hardware

On theCUBE Pod: AMD nips at Nvidia’s heels, and IBM undergoes quiet transformation

DGX agent

The artificial intelligence competition is no longer between large language models, but rather between AI systems. Advanced Micro Devices Inc. has shifted from being primarily a chip business to a sec

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27 Jul 2026

Safety

Tech industry leaders join to form Open Secure AI Alliance to promote safety and security

Nvidia Corp. today announced the launch of the Open Secure AI Alliance, a new organization founded by technology, cloud computing and cybersecurity leaders to build and share open artificial intellige

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TensorWave targets focused AI cloud strategy to deliver better customer experience

As AI infrastructure matures, AI cloud strategy is increasingly defined by reliability and open ecosystems rather than raw GPU performance. That evolution is creating new opportunities for specialized

Yugabyte targets the missing memory and knowledge layer for enterprise AI agents

Enterprise investment in agentic artificial intelligence is accelerating, but the infrastructure supporting those systems is still catching up. Organizations are moving agents into customer support, s

AMD moves beyond challenger status in the race for AI platform leadership

AI hardware competition entered a sharper phase this week as Advanced Micro Devices Inc. used its flagship AI event to argue it isn’t merely chasing Nvidia Corp. — it intends to lead the market outrig

AMD targets physical AI computing with integrated platform for robotics and autonomous systems

As AI expands into robotics and other real-world applications, the focus is shifting toward integrated platforms that simplify development and deployment. Open ecosystems and standardized architecture

AMD’s Helios strategy turns the GPU battle into a systems contest

The market for data center GPUs is evolving beyond individual chip specifications into a contest over fully integrated rack-scale systems. As AI workloads scale into the gigawatt range, buyers increas

Anthropic launches Claude Opus 5 with efficiency, safety improvements

Anthropic PBC today rolled out a large language model called Claude Opus 5 to its chatbot service and developer platform. The company says the LLM approaches the output quality of its top-end Mythos 5

AWS EC2 compute evolves to meet agentic AI and physical AI demand

Twenty years on, AWS EC2 compute is meeting demand shaped by agentic AI, physical AI, and customers pushing general-purpose cloud infrastructure into new territory its earliest architects never antici

Nvidia, other tech giants caution against open-source AI ban in open letter

A group of tech firms has released an open letter that calls on policymakers not to ban open-source artificial intelligence models. The development follows a report that some Trump administration offi

AI chip startup Etched more than doubles valuation to 10.3B in new 300M round

Etched Inc., a startup with a chip optimized for artificial intelligence inference, today announced that it has raised 300 million in funding. The Series C round was led by Sequoia. SK Hynix Inc., the

AMD takes on Nvidia, US takes on Chinese AI models and AI spending still spooks investors

Maybe Nvidia ultimately won’t win the entire AI enchilada, even as it reminded everyone this week that it offers everything you need to build AI factories. This week, Advanced Micro Devices also annou

Local Ai

AMD targets AI PCs to curb agentic AI costs as enterprises rethink cloud token economics

As AI moves beyond chatbots toward autonomous agents, attention is shifting enterprise AI PCs as a new layer of AI infrastructure. That transition is driving demand for hardware and software designed

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AMD targets outcome-driven enterprise AI infrastructure as token economics reshape deployments

Enterprise AI is entering a new phase as organizations shift their focus from experimentation to production deployments that deliver measurable business outcomes. That transition is bringing AI token

As agentic AI inference surges, tokenomics becomes the enterprise’s defining budget constraint

The transition from chatbots to autonomous agents is changing the shape of demand itself, and tokenomics — the economics of AI token consumption — is emerging as the defining constraint on enterprise

Five thoughts from Lisa Su’s keynote at AMD Advancing AI

Advanced Micro Devices Inc.’s Advancing AI 2026 keynote this week was Chief Executive Lisa Su’s bid to redefine the company from a “graphics processing unit alternative” to a full-stack artificial int

Lawmakers call for a ‘kill switch’ after rogue AI causes alarm

U.S. lawmakers are preparing to introduce a bill that will give the government the ability to trigger an emergency shutdown of artificial intelligence models that may cause harm to the public. In what

Meta makes Muse Spark 1.1 available to consumers, debuts new Facebook features

Meta Platforms Inc. today made its latest large language model available to consumers through its Meta AI chatbot. The update is rolling out alongside several enhancements to Facebook. Meta’s flagship

Nutanix and AMD build enterprise AI stack to take agents from pilot to production

Enterprise AI ambition is far outpacing the readiness of the enterprise AI stack, and the growing rift between proof-of-concept deployments and production-scale agent operations is where most organiza

SAP shrugs off fears of AI eating software with big earnings beat

Enterprise software giant SAP SE’s stock inched up in late trading today after it shook off concerns that its business might become a victim of the artificial intelligence boom by posting solid result

Synopsys targets physical AI complexity with co-design and agentic chip workflows

The rapid evolution of intelligent software-defined systems is pushing chip design into a new era of physical AI, one where chip design complexity is outpacing traditional engineering methods. Manufac

AegisAI banks $36M as AI spear-phishing surges fivefold in a year

Email security startup AegisAI Inc. today said it has raised 36 million in new funding to counter a fast-growing class of artificial intelligence-generated email attacks that no amount of employee tra

Agentic AI compute reshapes cloud economics as AMD targets GPU and CPU demand surge

Agentic AI compute has become the defining workload of the cloud’s next era, reshaping how hyperscalers, neo-clouds and enterprises architect their infrastructure. As autonomous agents move into produ

AI infrastructure demand is outrunning even the boldest supply chain playbooks

AI infrastructure buildouts are moving so fast that plans made just months ago are already obsolete, forcing hardware makers to rewrite how they design, source and ship the systems powering the next g

AI infrastructure systems redefine the AMD-Nvidia rivalry as inference reshapes the market

The race to build AI infrastructure systems has moved beyond chip specifications into a battle over entire rack-scale platforms, as inference and agentic workloads redefine what counts as a computer.

AMD debuts next-generation AI infrastructure for frontier models, agentic workloads and autonomous robots

Advanced Micro Devices Inc. is pushing harder than ever to grab even more market share from Nvidia Corp. in the artificial intelligence chip industry. At its Advancing AI 2026 event today in San Franc

AWS turns Security Hub into an AI and multicloud security control plane

By extending Security Hub to Microsoft Azure and adding artificial intelligence-specific protections, Amazon Web Services Inc. is positioning its security stack as the foundation for securing enterpri

Full-stack AI competition shifts from components to platforms

Global adoption of artificial intelligence has reshaped many landscapes over the past few years, including the competitive dynamics of the technology industry itself. There was a time when the best se

NowSecure adds AI-native testing to keep pace with AI-built mobile apps

Mobile app security company NowSecure Inc. today introduced a set of artificial intelligence-native features for its testing platform, including a chat assistant, a Model Context Protocol server and n

OpenAI introduces Presence to help enterprises build AI agents

OpenAI Group PBC today introduced a product called Presence that enterprises can use to build artificial intelligence agents. The company is using the software to power its call center. According to O

OpenAI launches Health in ChatGPT a day after lawsuit seeks to block it

OpenAI Group PBC today launched Health in ChatGPT, a feature that lets people connect their medical records and Apple Health data to the chatbot — one day after a lawsuit accused the company of handin

Physical AI emerges as AMD Ventures’ next major focus beyond the data center

Physical AI is becoming the next major inflection point in AI, as machine intelligence moves beyond cloud data centers and into robotics, industrial automation and other embedded systems that operate

Ropedia raises $22M to scale human-centric data collection for embodied AI

Singapore-based robotics data infrastructure firm Ropedia Pte. Ltd. today announced it raised 22 million in Pre-Series A funding to scale up its collection of real-world, multimodal interaction data t

Senior White House official accuses Moonshot AI of copying Anthropic’s leading frontier model

A senior White House official has accused Chinese artificial intelligence startup Moonshot AI of using so-called “distillation” techniques to essentially pirate the capabilities of Anthropic PBC’s mos

AI server maker Supermicro’s stock gains on $60B order backlog and stronger margins

Artificial intelligence server maker Super Micro Computer Inc. told investors in a preliminary earnings forecast today that it has secured more than 60 billion worth of new orders for its products in

Anthropic to buy up to 2 gigawatts of GPU capacity from AMD

Anthropic PBC will purchase up to 2 gigawatts’ worth of graphics cards from Advanced Micro Devices Inc. as part of a multibillion-dollar deal announced today. The partnership also has several other co

Mistral AI strikes multibillion-dollar deal with Microsoft to build out Azure infrastructure in Europe

French artificial intelligence startup Mistral AI SAS has struck a multibillion-dollar deal with Microsoft Corp. to expand its computing infrastructure in Europe and increase the availability of its t

Nvidia Vera Rubin: Inside the agentic AI factory that rewrites the CPU playbook

On the surface, this week’s Vera Rubin launch is another major platform moment for Nvidia Corp., as the company maintains a steady drumbeat of artificial intelligence infrastructure innovation. Nvidia

ServiceNow beats estimates and raises outlook as AI passes $1B in bookings

Shares in ServiceNow Inc. rose more than 3% in late trading today after the enterprise software company beat Wall Street targets across every headline metric in its fiscal second quarter and raised it

Swimlane launches AI security operations center for managed security services providers

Agentic artificial intelligence cybersecurity automation company Swimlane Inc. today announced the launch of an AI security operations center for managed security service providers. The company said i

US Treasury Secretary Bessent threatens sanctions against Chinese AI model makers

U.S. Treasury Secretary Scott Bessent said today that the White House is going to examine some of the highest profile “open-weight” models from China to see if their creators have stolen the intellect

AI data center builder Fluidstack raises 830M at 7.5B valuation

Fluidstack Ltd., a startup helping Anthropic PBC build artificial intelligence data centers, has raised 830 million in funding. The company announced the Series A round on Monday. The lead investor wa

AMD capitalizes on AI momentum with systems strategy for open-source and hybrid technologies

For Advanced Micro Devices Inc., artificial intelligence has provided a significant tailwind in the server processor market. Five years ago, AMD’s slice of the x86 server processor business stood at 8

‘Beyond the GPU’ video series: What to expect from theCUBE’s July 23 coverage

When Advanced Micro Devices Inc. held its earnings call in May, Chief Executive Lisa Su told analysts that the current ratio of 4.5 GPUs to 1 CPU will compress toward 1 to 1 as AI agents and inference

Humanoid raises 152M at 1.35B valuation to bring human-like robots into factories

London-based artificial intelligence and robotics firm SKL Robotics Ltd., doing business as Humanoid, today announced it raised 152 million in funding, bringing the company’s post-money valuation to 1

OpenAI says its own AI models broke out of testing and hacked Hugging Face

OpenAI Group PBC today disclosed that two of its artificial intelligence models broke out of a controlled testing environment and hacked open-source AI platform Hugging Face Inc. to cheat on an intern

Temporal takes on the chaos behind enterprise AI agents

With more agents comes more complexity — an issue Temporal Technologies Inc. aims to address. Founded in 2019, Temporal offers an open-source durable execution platform that ensures artificial intelli