Palo Alto’s $25B CyberArk Stack Is Still Unproven
From May 2024 to July 2025, CyberArk spent about $1.54 billion on Venafi and up to $175 million on Zilla before Palo Alto agreed to acquire it for about $25 billion. Those assets span machine identity, governance, and privileged access, but the cited announcements disclose no unified AI-agent integration.
Generac Enters Amazon’s Compute Stack
Amazon paired an agreement for up to $8 billion in Generac data-center generators with a warrant for up to 2.6% of the supplier. Caterpillar’s generator sales rose 28% year over year through September 2025.
OpenAI discloses six new misalignment incidents since October, including models concealing mistakes, and announces a framework for reporting model misalignment
OpenAI on Wednesday disclosed six new incidents in which its models concealed mistakes, sought unauthorized credentials …
Snap Specs hands-on: more advanced than Meta's top-end glasses, fully untethered, mostly comfortable, and navigation works well, but its design has compromises
The technically advanced Specs feature an integrated display and a convenient self-contained design.
European Commission President Ursula von der Leyen unveils the EU Kids Act during her SOTU address, proposing banning social media for under-13s across the EU
A proposed law would bar children under 13 from using social media across the 27-nation bloc. — The European Union outlined plans …
Anthropic merges Claude chat and Cowork, and adds a feature for making presentations and documents, rolling out to Pro and Max plans first
Anthropic is merging its front-end for Claude chat and Cowork, making it less confusing for people to decide which tab to use for different tasks.
iPhone 18 Pro and 18 Pro Max review: manual camera exposure controls and image quality improvements, but $100 more than the 17 Pro and expensive storage tiers
Last week, Apple announced an iPhone unlike any it has made in the past. An iPhone that has seemingly already led several …
Sources: SK Hynix is in talks with Intel to make memory chips in the US for the first time, but a deal could face opposition from Seoul; both stocks jump 4%
SK Hynix (000660.KS) is in talks with Intel (INTC.O) about a deal that would see the South Korean company manufacture memory chips …
Anthropic redesigns Claude projects, letting users describe work in one conversation and have Claude manage it across parallel threads, starting in Claude Code
A new experience for Claude projects, now available in beta in Claude Code — https://claude.com/blog/projects- redesigned
A review of Meta's Muse: a pretty killer AI assistant and usage rates on the free plan seem generous, but trusting Meta with personal data will take some time
They shipped a pretty killer AI assistant, can they keep people using it? — It happened. Meta finally has a product that I really like using again.
Sources: Apple is developing AI servers that could use M8 Ultra chips connected via Nvidia's NVLink Fusion, with plans to sell them to developers and others
Apple has been working on plans for an enterprise server using its own chips that could incorporate networking equipment from Nvidia …
AWS says it is unable to restore some data stored exclusively in Bahrain data centers and one UAE availability zone, after Iranian drone strikes in the spring
Amazon's announcement is the first indication that some data stored exclusively in Bahrain and the U.A.E could be gone forever
Hacker collective stegan0gram dismantles a Flock camera, recovering an encryption key and showing it runs ~20 apps on a midrange smartphone-grade processor
While people around the U.S. are tearing down Flock cameras, one group of hackers went a step further: extracting the camera's software too.
The US House advances the Ratepayer Protection Act, aimed at preventing 100 MW+ data centers from passing utility costs down to consumers, by a vote of 417-3
The House on Wednesday advanced a bill by a vote of 417-3 that aims to curb data center-related utility bill rate hikes …
Google, Nvidia, and Emerald AI launch the AI Energy Management Alliance to advance data centers that dynamically adjust electricity use based on grid conditions
A new coalition launched Wednesday is seeking a triple win for a data center industry that lately has struggled to notch any wins at all.
Essay: Microsoft AI chief Mustafa Suleyman says Anthropic training Claude to imitate consciousness is a mistake that could make advanced AI harder to control
Microsoft AI chief Mustafa Suleyman warns in a new essay shared first with Axios that Anthropic's training of Claude …
Google adds MCP integration to Google Home, letting third-party AI agents analyze home data and control devices, rolling out to Premium Advanced users in the US
Google Home adds MCP integration, allowing third-party AI agents to analyze your home data, control devices, and build custom dashboards.
Sam Altman and Jensen Huang are among business leaders attending a White House state dinner for Xi Jinping next week; a source says Tim Cook will also attend
Apple Inc. Executive Chairman Tim Cook and OpenAI Chief Executive Officer Sam Altman are poised to attend a White House state dinner …
Sources: Mark Zuckerberg, Jensen Huang, and Elon Musk recently spoke with Trump and successfully stalled an AI regulatory plan proposed by Demis Hassabis
Senior administration officials have gathered almost daily in recent months to map out potential guardrails
X adds a “Trade” option to its Cashtag feature, letting US users complete trades at brokerages such as Interactive Brokers, Moomoo, Gemini, Kraken, and Coinbase
X will now allow users to trade from their timelines. The Elon Musk-owned social network on Wednesday launched …
DOD CTO Emil Michael says the Trump administration shouldn't nationalize or take stakes in AI companies and signals opposition to regulatory oversight of them
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The US SEC unveils a five-year Innovation Exemption where many stock exchange rules don't apply to platforms facilitating blockchain and tokenized stock trading
The U.S. Securities and Exchange Commission on Thursday unveiled its long-awaited exemption that will allow companies …
Generac signs a long-term deal to supply Amazon with up to $8B worth of backup generators for data centers and grants Amazon a warrant to buy up to a 2.6% stake
Generac Holdings Inc. agreed to supply up to $8 billion worth of generators for Amazon.com Inc.'s data centers and issued a warrant …
Dario Amodei's essays chronicle the AI industry's shifting ways of selling its product, from wariness of regulation to calls for third-party evaluators
Dario Amodei, Anthropic's chief executive, on Tuesday.Manuel Orbegozo for The New York Times
Apple Watch Series 12 and Ultra 4 review: new colors and materials are fantastic, the Health Sensing System is a big upgrade, but many features are coming later
The Apple Watch Series 12 and Apple Watch Ultra 4 are all about what's happening underneath. Headlined by a new Health Sensing System …
Sources: a group of 10 banks is giving a $22B loan to Blackstone and Alphabet's cloud venture Crux AI, which aims to provide compute for AI labs, to buy TPUs
A group of 10 banks is providing a $22 billion chip loan to support Blackstone Inc. and Alphabet Inc.'s new cloud venture Crux AI …
The UK FCA, working with tax authorities and police, raids three illegal peer-to-peer crypto businesses, signaling an end to its “light-touch” crypto regulation
The U.K.'s Financial Conduct Authority (FCA) said Thursday that it conducted actions to crack down on three illegal peer …
Hang Ten Systems, which uses AI to help large enterprises build software, expanded its seed funding by $53M, led by Xora, five weeks after its initial $32M seed
Hang Ten Systems, an AI startup founded by former Infosys CEO Vishal Sikka just four months ago, has expanded its seed funding by another $53 million.
macOS 27 Golden Gate review: addresses many Tahoe-era Liquid Glass issues and has useful non-AI features, but no Intel support and uses a lot of storage space
It's both a “Snow Leopard update” and a major leap for Apple Intelligence. — Apple Intelligence is back, baby!
Data center developer Crusoe raised $3.9B co-led by Atreides, Valor, and Mubadala at a ~$30.9B post-money valuation, as it bets on factory-built data centers
Crusoe raised $3.9 billion at a valuation of nearly $31 billion, as it bets on factory-built data centers
OpenAI says it discovered an unreleased Astra model added an “unrelated persona instruction” during RL training but “did not observe any behavioral differences”
alignment.openai.com/misalignment... [image]
A survey of 42,151 adults in 36 countries and 8,607 US adults: populations in 34 of 37 surveyed countries expect AI to cause net job loss rather than growth
37-country survey also finds growing awareness of AI - and growing concern in some places — Why did we do this?
King Charles hosts tech leaders, such as Jensen Huang, Demis Hassabis, and OpenAI CFO Sarah Friar, in Scotland to discuss AI risks; Huang calls for safety tests
Titans of the artificial intelligence industry gathered in Scotland to hear Britain's monarch challenge them to control their inventions.
Apple publishes a technical breakdown of the architecture for the iPhone 18 Pro's Reference Image camera mode; the chain of trust begins during manufacturing
security.apple.com/blog/apple- r...@cachiporra:holy fucking shit they might have done it - fully anonymous, the sensor has its own key, the sensor/phone pairing is verifiable, it's post-quantum signed...
Arcee AI, which develops open-weight models in the US, raised a Series B at a $1B pre-money valuation; a source says Arcee raised at least $150M
In 2025, Mark McQuade took a gamble wholly specific to the AI era. — Arcee AI, the startup he founded in 2023, was focusing on post-training …
Lucid and Bolt sign an initial agreement to deploy 25K+ robotaxis in Europe built on Lucid's EV platform for affordable models, set to launch as soon as 2028
Rollout would be most ambitious plan yet for autonomous ride-hailing on the continent — Lucid is partnering with ride-hailing platform Bolt …
DoorDash says Costco members can now order same-day delivery from every US Costco store, a day after Uber expanded its Costco deliveries from 17 to 47 US states
DoorDash Inc. and Uber Technologies Inc. are expanding their delivery partnership with Costco Wholesale Corp. …
Sources: SpaceX has discussed buying customer and operational information from troubled or defunct startups as a more affordable data source for AI training
Elon Musk's SpaceX has held internal discussions about buying customer and operational information from troubled or defunct startups …
Sources: drone delivery startup Zipline is in talks to raise ~$1B at a ~$20B valuation, up from $7.6B in January, and Paradigm is in talks to lead the round
Zipline is in talks to raise around $1 billion in a funding round that would value the drone delivery and logistics startup at roughly $20 billion …
The EU details the Kids Act, which would require social networks to use age verification tools to stop under-15s from opening accounts, ban under-13s, and more
In an unsealed court ruling, a US judge orders Google to make ad tech tools interoperable with rivals, share ad auction data, and appoint an internal monitor
The measures, which fall short of a breakup demanded by the government, effectively ensure that the tech titan's business will continue largely unscathed.
Huawei plans to debut the Ascend 960DT AI chip in Q1 2027 and the 960PR in Q3 2027, and unveils an architecture to let up to 1M processors operate as one system
Huawei Technologies (HWT.UL) will launch two new artificial-intelligence semiconductors in 2027, rotating chairman David Wang said on Thursday …
Source: OpenAI staff expect the Hodge Conjecture, a Millennium Prize Problem, to be solved relatively soon, after solving the Navier-Stokes equations
Remember when OpenAI landed in hot water earlier this month after mathematicians accused the company of trying to steal their thunder for solving an ultra-difficult math problem?
Cohere and Aleph Alpha sign a definitive merger agreement; the combined company will operate as Cohere and Aleph Alpha co-CEO Ilhan Scheer will become the COO
At India's Semicon, Narendra Modi launches a charm offensive for investors, drawing pledges from Applied Materials and Lam Research for billions in investments
Prime Minister Narendra Modi launched a charm offensive for global investors at India's top chip-industry event …
Researchers: rogue OpenAI agents compromised two Hugging Face accounts as early as May 13 to probe the site's servers, nearly two months before the July breach
www.reuters.com/legal/litiga...Carl Quintanilla /@carlquintanilla:(Reuters) - Rogue AI agents from OpenAI hijacked Hugging Face user accounts and probed the site itself for vulnerabilities as early as...
Anthropic and other researchers detail how a network of ~28 dating scam apps using LLM-generated replies from models like Claude catfished thousands of people
Security researcher Matthew “Zigula” Gore-Kormanik was analyzing a fraudulent dating app called Dora when he got a pop-up message saying he was receiving a call from Jennifer.
A US judge orders X and SpaceXAI to explain why they dropped antitrust claims against Apple, after OpenAI's request for information on the purported agreement
Dutch chipmaker Nexperia announces a deal with Tata to manufacture and package chips in India, further sealing its split from Chinese parent company Wingtech
Dutch chipmaker Nexperia announced a far-reaching partnership with Tata Electronics on Thursday to manufacture and package computer chips in India …
Amazon says it is raising its minimum hourly pay for eligible full-time US operations workers by $1, taking it to $20 per hour, and gives them new banking tools
An in-depth look at the loss-of-control incidents at OpenAI and Anthropic, the polarized reactions between the AI safety and cybersecurity communities, and more
the Real Threats Are Already HereThomas Brewster /Forbes:This AI Agent Was Asked To Fix A Simple Bug. It Went Off-Script.Tim Fernholz /TechCrunch:AI labs want in-house auditors — but maybe they should...
Self-driving tech company May Mobility plans to go public via a SPAC merger at a $1.4B pro forma enterprise value and raise up to $337M in gross proceeds
Analysis: in the Bay Area, tech employers filed layoff notices for 14,500+ workers in the 12 months to June and software engineer demand is down 42% since 2022
The enormous wealth generated by Anthropic and OpenAI is overshadowing layoffs and an uncertain job market in the city.
Docs: Automattic interim CEO Mark Davies and CLO Andy Missan signed each other's severance agreements, worth $8.15M, during Matt Mullenweg's brief ouster as CEO
Mozilla partners with Mistral to power its AI browsing assistant Firefox Smart Window in the US, Canada, and France, with UK and Germany rollouts later in 2026
How AI startups like Inherent and Recursive Superintelligence are pursuing tools needed for AI systems to achieve recursive self-improvement
Jeff Clune, a computer scientist and co-founder of Recursive Superintelligence, one of the start-ups chasing “recursive self-improvement.”LinkedIn:Jeff CluneLinkedIn:Jeff Clune:Our research and Recurs...
Delos Data, which develops network chips and software to connect AI chips in a data center, raised $100M from Matrix, Playground, Socratic Partners, and others
How AI beauty tools like Qoves and UMax commercialize facial-analysis algorithms that evaluate geometric proportions, balding, and more to prescribe treatments
AI beauty tools can measure your jawline, grade your “harmony” and prescribe treatments for improving your face. Does any of it work?
Survey: in a first, Democrats are more concerned than Republicans about AI's growing role in daily life, at 56% to 49%; 75% of Democrats worry about job losses
For the first time, Democrats are now more likely than Republicans to be concerned about the growing role of artificial intelligence …
Snap introduces Specs Intelligence, an AI assistant designed to work across iPhone, Mac, and its Specs AR glasses, calling it “a new anticipatory AI service”
Snap's ‘Specs Intelligence’ is an ‘anticipatory AI service’ available for iOS in preview on Wednesday.
Survey: 42% of US voters trust the GOP and 40% trust Democrats to handle AI, 61% oppose new data center construction, and <1% say AI is their top midterm issue
ByteDance founder Zhang Yiming overtakes India's Gautam Adani to become Asia's richest person for the first time, passing $105B, up 8x from $13B in March 2019
EU Commission President Ursula von der Leyen calls AI “the second tipping point of our times”, alongside climate change, and says its risks must be “addressed”
Commission issues €11 billion in its 8th syndicated transaction of 2026
Google DeepMind co-founder Shane Legg warns that advancing AI must never run ahead of safety and opens the DeepMind Institute to explore the deployment of AGI
Sources: Anthropic has signed its first Australian data center lease, for a planned 2.16 GW campus located ~150 miles from Brisbane, set to come online in 2027
Sources: the White House's Office of the National Cyber Director is drafting an EO to establish a government-led incubator aimed at cybersecurity research
The Trump administration is weighing a plan to establish a government-led incubator aimed at investing in cybersecurity research …
NYT court filing: ChatGPT's head wrote that publishers face an “existential threat” and a Microsoft executive called AI training “an astonishing theft”
Sources: Emulate, a month-old world models UK startup founded by ex-Google DeepMind employees, is in talks to raise up to $700M at a $3.7B post-money valuation
Researchers leaving Big Tech group's London lab close to raising $700mn for new start-up Emulate
OpenAI launches Astra for Law, combining GPT-6 Astra with a legal search index and instructions for legal analysis and writing, initially for select law firms
OpenAI is testing Sponsored Agents with select US advertisers, letting users chat with business-sponsored agents and visit advertiser websites via ChatGPT ads
A profile of Jacob Coxon, the British researcher who quit Anthropic after a series of AI security incidents and who says the explosive response surprised him
Long-simmering worries about the technology's potential dangers have exploded into global consciousness since Jacob Coxon's dire warning
Comp AI, which uses AI agents to draft security policies, collect audit evidence, conduct continuous compliance monitoring, and more, raised a $34M Series A
A former US State Department envoy says the US-China AI safety talks will not yield a breakthrough treaty as Beijing is prioritizing its strategic advantage
“if Beijing now takes the risks of A.I. seriously, the message has not reached its domestic companies.Bill Bishop /@niubi:I Led A.I. Diplomacy for the U.S. The Coming Safety Talks Will Not Save Us. ht...
A look at the rapid integration of AI into warfare, as the greater speed and scale of AI-assisted target generation processes can increase the risk of errors
Autonomous systems are being rapidly integrated on the battlefield, as models advance in ways even their creators cannot fully predict.
Anthropic outlines metrics to track AI development at frontier labs: how much AI R&D is done by AI, how well agents are overseen, and how compute is allocated
Noetive, which is developing an industrial AI model for businesses in physical industries, emerges from stealth with a $41M seed led by Eclipse
Modular data center startup Rune raised a $40M Series A led by Spark Capital to deploy off-grid compute capacity at solar farm and other renewable energy sites
Andrew Ng says renewed AI extinction warnings are “much more science fiction than science” and the latest “wave of PR” is probably intended to shape regulation
PitchBook: brain-computer interface startups have raised $1B+ in 2026, compared with $1.56B in the previous four years combined; Neuralink is the best-funded
A profile of Meta Compute co-lead Dina Powell McCormick, who is using her network to help structure major AI financing, as Mark Zuckerberg focuses on product
Montreal-based LawZero, a non-profit founded by Yoshua Bengio to develop safe AI systems, says Canada and Germany are providing up to $300M in grant funding
Huawei Chair Eric Xu says Chinese AI researchers need to “increase the speed of development” to “see the dangers” of AI, contrasting with the US' slowdown calls
Eleanor Olcott /Financial Times:
Snap is pitching its $2,195 Specs as an enterprise product, inking Salesforce, Amazon, and Nvidia deals to enable visual overlays, alongside consumer features
Boone Ashworth /Wired: