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27 Jul 2026

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

HardwareDGX agent

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

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

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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

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

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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

HardwareDGX agent

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

AgentsDGX agent

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

25 Jul 2026

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

HardwareDGX agent

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

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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

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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

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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

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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

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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

24 Jul 2026

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

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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

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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

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

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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

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

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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

AgentsDGX agent

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

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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

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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

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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

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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

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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

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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

23 Jul 2026

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

22 Jul 2026

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

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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

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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

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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

HardwareDGX agent

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

ApplicationsDGX agent

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

Model ReleasesDGX agent

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

IndustryDGX agent

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

21 Jul 2026

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

IndustryDGX agent

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

IndustryDGX agent

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

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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

IndustryDGX agent

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

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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

AgentsDGX agent

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

16 Jul 2026

Spectro Cloud wants to ease AI infrastructure management after raising $100M in funding

IndustryDGX agent

Kubernetes software startup Spectro Cloud Inc. has bagged 100 million in a late-stage funding round as it looks to solve a significant and growing problem in artificial intelligence. Powerful processo

15 Jul 2026

AI DevOps startup MyDecisive launches with $12M and open-source SmartHub

Model ReleasesDGX agent

Artificial intelligence DevOps startup MyDecisive formally launched today and announced 12 million in new funding to bring to market an open-source foundation for managing observability data and a com

Atlassian evolves Jira into an orchestration hub for developers and AI agents

AgentsDGX agent

Atlassian Corp. today announced it is expanding Jira with updates that will help developers prepare, distribute and track work performed by artificial intelligence agents. The company’s new Jira Plann

Cadence extends its AI agents beyond chips with AuraStack for circuit boards and packaging

HardwareDGX agent

Integrated circuit and electronic hardware design company Cadence Design Systems Inc. today announced a new artificial intelligence agent that assists with packaging and system design, the step after

Chipmaker Axelera releases Voyager Wingman to speed edge AI development

Model ReleasesDGX agent

Edge artificial intelligence chip company Axelera AI B.V. today publicly released Voyager Wingman, an AI assistant that lets developers build and troubleshoot applications for its edge chips by typing

Creatio expands beyond its no-code roots with conversational development tool and AI studio

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Creatio Inc. today introduced what it calls a major update to its customer relationship management and workflow platform that enables business users and information technology teams to build, deploy a

OpenAI details GPT-Red, an AI that attacks its own models to find flaws

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OpenAI Group PBC today detailed GPT-Red, an internal artificial intelligence system it built to attack its own models and surface prompt injection vulnerabilities before they reach users. Red teaming

Perplexity launches secure sandbox to make its AI agents secure and powerful

Model ReleasesDGX agent

Perplexity AI Inc. today introduced a new feature that takes its current agentic artificial intelligence service, Computer, to perform better with greater security. The company introduced SPACE, a san

Sophos launches Fusion, an AI-native ‘defense system’ to unify security tools

Model ReleasesDGX agent

Cybersecurity firm Sophos Ltd. today launched Sophos Fusion, a single platform that ties together its security operations, endpoint, network, identity, email and cloud protection. Sophos calls it the

14 Jul 2026

AWS Security Hub expands coverage to Microsoft Azure and beefs up AI protections

IndustryDGX agent

Amazon Web Services Inc. is branching out further into multicloud security with the launch of new capabilities that extend its protections to Microsoft Corp.’s Azure cloud platform. The new features w

Boundless taps idle crypto GPUs to cut AI inference costs

IndustryDGX agent

Boundless Network Inc., a distributed computing company that built its graphics processing unit network to generate zero-knowledge proofs for the cryptocurrency industry, is expanding its network towa

Chai Discovery nabs $400M Series C as AI-designed antibodies reach Big Pharma

IndustryDGX agent

Chai Discovery Inc., a company that develops artificial intelligence models to predict interactions between biochemical molecules, today announced it has raised 400 million in new funding, nearly trip

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