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Chips blogs.nvidia.com

AI Innovators Adopt NVIDIA Vera — Why Max Single-Threaded CPU at Scale Matters

Max single-threaded CPUs at scale are a new category of CPUs built for the agentic AI era. Across the creation and deployment of an agentic system, the CPU is on the critical path for reasoning, response time and learning. CPUs are the processor which executes the work the AI model commands: the tool calling, code […]

Startups siliconangle.com

Microsoft is reportedly ditching OpenAI’s and Anthropic’s AI models in favor of its own to cut costs

Microsoft Corp. is reportedly transitioning away from using OpenAI Group PBC’s and Anthropic PBC’s most advanced artificial intelligence models in favor of its own — increasingly leaning on the new Microsoft AI or MAI model family, despite publicly asserting that those models aren’t as sophisticated as other...

Startups siliconangle.com

‘GitLost’ vulnerability let GitHub’s AI workflows leak private repositories

Researchers at artificial intelligence security company Noma Security Inc. today disclosed a critical prompt injection vulnerability in GitHub Inc.’s new Agentic Workflows feature that allowed an unauthenticated attacker to siphon data from private code repositories by posting a single crafted issue in a public one.

Quick takes

Frontier models are introducing built-in computer control and expanded API agent management tools to support complex, production-ready workflows and real-time application integrations.
Models
Cloud providers and open-source platforms are strengthening integrations to simplify model deployment, offering visibility into compute resources and enabling multi-cloud storage solutions with zero egress fees.
Chips
The rapid expansion of artificial intelligence infrastructure is driving significant increases in electricity consumption, raising energy costs for industrial manufacturers and challenging corporate environmental sustainability goals.
Startups
Frontier AI labs are discussing equity distribution proposals with the United States government as a mechanism to ease regulatory tensions and share the financial benefits of the technology boom.
Models
National security reviews and the implementation of cyber safeguards are increasingly dictating the global release schedules and accessibility of advanced frontier artificial intelligence models.
Models
Surging energy demands from AI data centers are raising electricity costs for industrial manufacturers while driving a thirty-seven percent increase in electricity usage for major infrastructure operators like Google.
Startups
Rather than directly competing for market share, open-source and proprietary frontier models are occupying distinct phases of a shared technology lifecycle, helping frontier labs maintain growth alongside rising open-weight alternatives.
Models
Multi-million dollar funding rounds for specialized software developer Norm and neocloud hosting provider Together AI indicate continued capital concentration and expanding market valuations across both application and infrastructure layers.
Startups

Market Pulse

AI Pulse
43/100
bearish

AI-linked equities are under pressure, with Arm Holdings plc -6.77%, Advanced Micro Devices -6.51%, Taiwan Semiconductor Manufacturing -4.25% driving the tracked basket lower.

ARM -6.77%
Arm Holdings plc chips
AMD -6.51%
Advanced Micro Devices chips
TSM -4.25%
Taiwan Semiconductor Manufacturing chips
SMCI -3.46%
Super Micro Computer cloud

Recurring Movers

ARM 12 hits · -4.58%
AMD 12 hits · -7.63%
TSM 12 hits · -4.41%
SMCI 10 hits · -4.89%