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AI + quantum, Amazon vs. Starlink and the wide-open US-China internet battle - SiliconANGLE
Robert Hof · 2026-04-17 · via SiliconANGLE

AI + quantum, Amazon vs. Starlink and the wide-open US-China internet battle

THIS WEEK IN ENTERPRISE by

Quantum computing keeps gaining momentum even though practically it’s years away from wide commercialization, and World Quantum Day April 14 provided an excuse for a lot of announcements.

Among them: Nvidia unveiled AI models for quantum error correction. Dave Vellante and Paul Gillin concluded at Hewlett Packard Enterprise’s quantum day event on theCUBE that artificial intelligence, quantum and high-performance computing will join forces in a new era of computing.

Amazon doubled down on its satellite internet dreams. It said this week said that it will acquire satellite internet company Globalstar, which notably runs Apple’s satellite access, for almost $12 billion, giving it a stronger hand against Elon Musk’s leading Starlink.

On the other hand, Amazon made nice again with onetime enemy Oracle, announcing a plan to establish private, high-speed connectivity between Oracle Cloud Infrastructure and the AWS cloud.

The U.S. lead in AI is gone, according to Stanford’s Institute for Human-Centered Artificial Intelligence. It’s still a race judging from all the new models that continue to stream out from OpenAI, Anthropic, Google and many others — even just this week — but China’s Alibaba also weighed in with its latest and seemingly quite competitive Qwen model.

Then again, the latest U.S. AI company was a shoe outfit until this week: Allbirds is now an AI business, so it says. I say: You’ve got to be kidding. 🫧🫧🫧

More promising is the coming initial public offering of the AI chip developer Cerebras, after a long delay. It announced the IPO plans late Friday. This year is shaping up as a potentially huge year for IPOs, with OpenAI, Anthropic and SpaceX all expected to go public sometime this year.

Events next week include Google Cloud Next in Las Vegas, where SiliconANGLE, theCUBE and theCUBE Research will be onsite with news, interviews and analysis, for a company that has fulfilled its AI promises made a year ago, and then some. Expect to hear a lot about what’s coming next, in particular AI agents, the theme of the keynote and, it appears, the entire conference.

There’s also SUSECON in Prague, where theCUBE will provide interviews and analysis.

Enterprise earnings get underway next too, with IBM, Intel, ServiceNow and SAP among others.

Here’s all the enterprise and emerging tech news this week from SiliconANGLE and beyond:

AI and data: Using AI to make quantum work… and Cerebras files for its IPO

Analysis, opinion and food for thought

Will agentic AI governance run amok? The lesson of Asimov’s Three Laws

Digital employees are here: What now?

China has erased the US lead in AI, Stanford HAI’s 2026 AI index reveals

AI in coding: Five takeaways from Cursor COO Jordan Topoleski’s fireside chat at NTT Upgrade

Jensen gets a little testy during this enlightening interview: Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat (per Dwarkesh Patel’s Podcast)

I’d suggest this is a sign of the AI top, but TSMC’s earnings, let alone Nvidia’s incredible run, seem to suggest we haven’t seen the peak just yet: Seriously? Footwear brand Allbirds says it has just transformed into an AI business

New models and services

Nvidia unveils Ising AI models for quantum error correction and calibration

Salesforce bets on conversation as the new interface for developers

OpenAI ratchets up Codex’s agentic capabilities to rival Claude Code

Anthropic’s Claude Code gets automated ‘routines’ and a desktop makeover

Google adds reusable prompts to Gemini in Chrome

Anthropic launches Claude Opus 4.7 with coding, visual reasoning improvements

Anthropic launches Claude Design to speed up graphic design projects

Google’s Gemini 3.1 Flash TTS model offers unparalleled control over AI voices

DeepMind launches Gemini Robotics-ER 1.6 to meet precise physical AI demands

Google introduces new agentic AI-ready tools and resources for Android developers

AI Mode in Chrome adds split-screen view to enhance the web search experience

Qlik debuts new agentic capabilities, aiming to enhance AI trust and transparency

Microsoft’s MAI-Image-2-Efficient model accelerates company’s move away from OpenAI

OpenAI partners with Novo Nordisk to accelerate drug discovery and delivery

NanoClaw partners with Vercel to deliver one-click approvals for AI agents working on sensitive tasks

Starburst adds AI front end in a bid to make conventional business intelligence dashboards obsolete

Canva unveils Canva AI 2.0, recasting its platform as an agentic system for work

Emergent launches Wingman: a personal AI agent for everyone 

Commvault rolls out AI capabilities to secure agentic workflows and data

Cloudflare expands Agent Cloud with new tools to build and scale AI agents

HubSpot targets AI-driven buyer behavior shift with new tools and agents

GrowthLoop targets real-time, causal decisioning with AI-infused marketing platform

The user interface of the future is your voice: Inside 8×8’s AI Studio

DeepL, known for text translation, now wants to translate your voice

Leapwork hands off code validation to AI agents to keep pace with automated software development

Fountain launches Cue to manage modern-day frontline workforce hiring and scheduling

Capado releases Agentia, a context-aware AI agent DevOps solution for Salesforce

Respondology launches Respond to turn comments into competitive advantage

Zoom Perspectives: Why ‘agentic’ work is the new enterprise standard

Money matters

Japanese tech giants launch joint venture targeting physical AI for robots and machines

Meta doubles down on partnership with Broadcom on custom AI processors

OpenAI acquires AI financial planning startup Hiro Finance

Factory raises $150M on $1.5B valuation to build AI coding for enterprises

Supply chain AI startup Loop secures $95M investment

Developer tooling startup Expo nabs $45M investment

Mintlify raises $45M Series B at a $500M valuation for its AI knowledge infrastructure

Bluefish raises $43M Series B to power agentic marketing

Resolve AI raises $40M at $1.5B valuation to optimize production environments

German startup Synera lands $40M to automate engineering workflows with AI agents

Parasail raises $32M for its pay-per-token inference cloud

Hilbert nabs $28M to ease analytics projects for consumer-focused companies

Solidroad lands $25M to bring AI to customer support interactions

Helical raises $10M to bridge the gap between foundation models and drug discovery decisions

Gitar, a startup that uses agents to secure code, emerges from stealth with $9 million

Antioch prepares to accelerate simulated testing for autonomous robots after raising $8.5M

Prefix raises $7.5M to scale AI-driven facility management platform

Lua lands $5.8M to help businesses build and manage AI agent workforces

Stendr snags $5.4M in pre-seed funding to develop AI-native drone-tracking tech

Around the enterprise: AWS and Oracle get friendlier

Money matters and deals

AI chip developer Cerebras Systems files to go public amid rapid revenue growth

Best of frenemies: Oracle’s and AWS’ clouds unite with dedicated, private connectivity

Credo to acquire Israeli silicon photonics startup DustPhotonics for up to $1.3 billion

Jane Street invests $1B in CoreWeave

AI satellite constellation startup Orbital gets funded by a16z to verify space-based data center concept

Slash raises $100M at a $1.4B valuation to expand AI-powered banking platform for online businesses

NEye.ai secures $80M Series C round to scale optical circuit wwitching for AI infrastructure

HYFIX announces $15M seed round to build American-made chips for next generation of drones and robots

Cisco goes to the races with new Churchill Downs multiyear partnership

Data center, consumer device chips boost TSMC’s revenue

Chipmaking equipment giant ASML raises 2026 guidance as AI semiconductor demand stays strong

Policy

White House says meeting with Anthropic ‘productive and constructive’

Cyber beat: AI vs. AI

New services

OpenAI launches GPT-5.4-Cyber model for vetted security pros

Sam Altman’s ‘proof of human’ company World pushes into mainstream services

How Zscaler and OpenAI turn zero-trust security into an AI accelerator

SolarWinds accelerates observability with SW1, an ‘agentic AI teammate’ that automates IT firefighting

Oligo Security moves beyond CVE prioritization with real-time application-layer exploit blocking

Manifest platform from Manifold targets AI agent supply chain security gaps

FossID launches Agentic SCA to bring real-time compliance to AI-driven code development

Axonius targets remediation gap with AI, cyber-physical assets and data trust layer

NIST shifts National Vulnerability Database to risk-based triage as CVE submissions hit record levels

Sectigo launches Private PQC to enable post-quantum certificate testing in existing workflows

Team Cymru launches Total Insights Feed to replace legacy threat intelligence lists

Money matters

Artemis reels in $70M to make breach remediation more efficient with AI

Capsule Security launches with $7M to secure AI agents at runtime

Elsewhere in tech: Amazon’s Globalstar internet satellite play

Amazon to acquire internet satellite operator Globalstar for $11.6B

Electric pickup truck startup Slate Auto raises $650M in funding

Amazon debuts high-speed satellite internet antenna for commercial aircraft

Sygaldry raises $139M to build quantum computers for AI

Chip giants AMD, Qualcomm and Arm back driverless car startup Wayve with fresh funds

Beyond the ‘zero-sum game’: How quantum, HPC and AI are joining forces in a new era of computing

Impinj boosts edge computing power in updated R700 RAIN RFID reader

Comings and goings

Snap cut 1,000 employees, 16% of its workforce.

Kevin Weil and Bill Peebles exited OpenAI as it continues to shed “side quests.”

Aparna Ramani, Meta‘s vice president of engineering for AI infrastructure, left the company (per The Information).

Longtime open-source leader Duane O’Brien is new executive director of the Open Source Initiative.

Hardware upgrade firm Other World Computing appointed former Marvel Co-President and Chief Financial Officer Rob Steffens CFO.

What’s next

Events

April 20-23: SUSECON, Prague. TheCUBE will have live analysis. *

April 21-24: Google Cloud Next, Las Vegas: SiliconANGLE will be onsite for all the editorial coverage of the news, keynotes and interviews, and theCUBE will be there with more interviews and analysis. *

* Sponsored events

Earnings

Tuesday, April 21: Pegasystems

Wednesday, April 22: IBM, ServiceNow, Tesla

Thursday, April 23: Intel, Mobileye, SAP

Image: SiliconANGLE/Reve

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