Sure, at some point quantum computing may break data encryption — but well before that, artificial intelligence models already seem likely to wreak havoc.
That became starkly apparent this week when Anthropic announced a new model called Claude Mythos that it says is so good at uncovering cybersecurity vulnerabilities that it’s not going to release it — except to a select group of cloud, security and other companies. The idea is that Project Glasswing, as the group is called, can help develop more secure software before the bad guys do.
Count me skeptical that this can stay out of hackers’ hands for long — especially since OpenAI reportedly is prepping a similar product. Indeed, existing models already can suss out a lot of previously unknown issues. As Dan Andrew, head of security at Intruder, pointed out in an email, “Defenders need to fix everything to be secure, whereas attackers only need one shot to get in. It’s simply an impossible task.” And it doesn’t help that the Trump administration is cutting a big chunk of of the Cybersecurity and Infrastructure Security Agency.
Meantime, both Anthropic and OpenAI are also doubling down on capturing enterprise business with more controls and more favorable pricing.
But those enterprise empires are striking back. At HumanX, the AI conference in San Francisco this week, it was apparent that enterprises want more control of AI, especially agents. “There is going to be a backlash,” Boomi CEO Steve Lucas told our writer Mark Albertson. But he also sounded an optimistic note: “The end game for Anthropic and OpenAI is to create a digital version of every single one of us,” he said.
Meta climbed back into the AI model game this week with a new reasoning model called Muse Spark. No doubt that OpenAI, Anthropic and increasingly Google are the leaders here, but Meta could join that pack before long — especially with all the spending on AI factories it’s planning. But even then, as we transition to agentic AI, we’ll have to see what its role will be, especially with AWS, not to mention Salesforce and every major software-as-a-service company, moving fast on that front.
All this won’t just be a rerun of the internet boom, because AI is a fundamentally different game than software, as John Furrier points out. It’s not yet apparent that AI at large scale will be so profitable, at least for all the players currently involved. “AI isn’t pure software; it’s infrastructure-as-a-service with a heavy dose of industrial-era physics,” he wrote this week. “It is compute-bound, energy-intensive and capital-heavy.”
In a similar vein, Furrier viewed this week’s Nutanix .NEXT conference as a sign of who will own the control plane of modern enterprise IT. As he puts it, “This all points to what we’re calling the great replatforming — where enterprises are no longer just upgrading infrastructure, they’re redefining how everything gets built, run and scaled in an AI-driven world.”
It’s possible that Intel and other chipmakers not named Nvidia are simply getting a temporary boost while Nvidia’s chips are in short supply. But if Intel keeps doing deals such as this week’s with Google and Elon Musk, maybe we’ll have to revisit the widespread skepticism that it can return to anything resembling its former glory.
Next week ASML and TSMC will provide some insight on chip demand, as if we didn’t already know things were pretty hot. Lots of events are coming up on theCUBE next week too, as well as the week after, in particular Google Cloud Next in Las Vegas April 21-24.
Here’s all the enterprise and emerging tech news this week from SiliconANGLE, theCUBE Research, theCUBE and beyond:
The $100B question: AI’s appetite for compute is rewriting the rules of tech
Anthropic’s dispute with US government exposes deeper rifts over AI governance, risk and control
Amazon CEO Andy Jassy sees nothing but blue sky, though, as he highlighted AI growth in his annual shareholder letter
OpenAI releases policy document focused on financial impacts and risks of AI
AI’s impact on the job market is starting to show up in the data — modestly so far (per Axios)
AI agents are scrambling power users’ brains (per Axios)
Zeitgeist: “
Meta debuts Muse Spark multimodal reasoning model
Report: Meta developing open-source versions of upcoming AI models
Anthropic and OpenAI target big businesses with enterprise-grade controls and lower pricing
Anthropic launches Claude Managed Agents to speed up AI agent development
AWS previews a cloud-agnostic registry for managing agentic fleets at scale
ServiceNow says it’s ‘AI-enabling’ its entire product suite to turbocharge enterprise automation
Tether launches open-source on-device AI framework for developers
Snowflake expands open data strategy with Iceberg V3 support and governance portability plan
C3 AI debuts agentic tool that transforms natural language prompts into enterprise-grade systems
Zencoder launches AI platform to automate the surrounding work that coding agents don’t handle
Blaize launches AI Services platform to move enterprise AI from pilot to production
Hapax serves up proactive AI platform designed to meet business needs
CoChat launches centralized workspace to unify AI chats, assistants and workflows for teams
How the NFL is using Amazon Quick to humanize the offseason
Regal AI launches Copilot for building self-improving voice AI agents
Clarvos unveils AI-driven workflow platform to streamline marketing for smaller businesses
Generalist releases highly capable GEN-1 robotic intelligence AI foundation model
Yobi teams with Microsoft to deliver predictive consumer intelligence on Azure
Appeals court rejects Anthropic’s bid to block Pentagon blacklisting
Florida AG opens probe into ChatGPT alleging connection to FSU shooting
Amazon CEO Andy Jassy highlights AI growth in annual shareholder letter
Cisco buys Galileo to strengthen Splunk’s agentic monitoring capabilities
Satellite data startup Xoople closes $130M investment
Modus secures $85M to expand AI-powered audit and accounting partnerships
Dynatrace expands telemetry control layer with Bindplane acquisition
AI training data startup AfterQuery nabs $30M investment
Haast raises $12M to help legal teams make haste with compliant AI-generated content
Refiant raises $5M to refine AI models with ‘nature-inspired’ energy efficiency
Felix launches with $1.7M to automate professional services reliably
Intel inks multiyear data center chip partnership with Google
Intel to join Elon Musk’s Terafab chip manufacturing initiative
Meta says it will spend an additional $21B on CoreWeave’s AI infrastructure
CoreWeave inks multiyear cloud deal with Anthropic
Nvidia-backed Firmus raises $505M at $5.5B valuation ahead of ASX IPO
RISC-V chip design startup SiFive nabs $400M investment
Data center switch maker Aria Networks raises $125M
Wasabi to acquire Seagate’s Lyve Cloud business
GitButler raises $17M to simplify Git workflows for developers
Samsung forecasts insane operating profit growth thanks to surging memory prices
Sigma Automate emerges with $2.75M to tackle enterprise IT complexity with no-code automation
Resolight.ai launches to change the AI interconnect game
Nutanix expands platforms for agentic AI and hybrid multicloud operations
And straight from Nutanix CEO Rajiv Ramaswami: Today’s applications, tomorrow’s AI workloads: Nutanix is building the platform for both, says CEO
AWS launches Amazon S3 Files to simplify cloud data management
Silicon Data brings transparency to future GPU prices for enterprise CFOs
Startup Sazabi bets on logs and AI agents to replace traditional observability stacks
Inside Capital One’s shift to a ‘serverless-first’ operating model
Anthropic debuts Project Glasswing, leveraging its powerful Mythos model to reinforce software security and OpenAI is quickly following suit, Axios reports
Cloudflare fast-tracks post-quantum rollout as new research puts encryption on notice
Cynomi unveils AI Insights and co-worker agents to automate cybersecurity expertise delivery
Appknox launches KnoxIQ to prioritize real-world exploitability in AI-driven application security
Intruder rolls out agentless container image scanning for cloud environments
Acronis launches 24/7 MDR service for service providers with integrated detection and response
NWN launches cybersecurity platform with Cisco, Palo Alto Networks and Arctic Wolf integrations
Report: Cisco could acquire AI agent security startup Astrix Security for $250M+
White House targets Cybersecurity and Infrastructure Security Agency with $707M budget cut
AI agent security startup Trent AI launches with $13M in funding
‘GrafanaGhost’ vulnerability allowed for silent data exfiltration through AI workflows
The NewFi inflection point: ICME and NYSE Wired bridge the gap between tokenization and Wall Street
Hypersonic aircraft startup Hermeus raises $350M at $1B valuation
Q-Factor emerges with $24M in funding and the next big bet to achieve quantum computing advantage
Former Schneider Electric Chief Financial Officer Hilary Maxson is Oracle‘s new CFO, a newly reconstituted title.
Longtime Microsoft leader Eric Boyd joined Anthropic to lead its infrastructure team.
Three senior OpenAI executives who helped launch the company’s original Stargate data center initiative have left or are preparing to depart the ChatGPT maker in the coming days (per The Information). Peter Hoeschele, an OpenAI executive who played a key role in getting the Stargate effort off the ground, has already left the company. Two others — Shamez Hemani, who worked on compute strategy and business development, and Anuj Saharan, another leader in OpenAI’s compute organization — have announced their departures to colleagues. They’re all going to the same new company, though the name of that firm could not be learned.
Onetime Google and Microsoft exec Gabe Monroy is Workday‘s new chief technology officer.
Julia Liuson, president of Microsoft’s developer division and a 34-year company veteran, will retire in June.
Data analytics and automation platform Alteryx appointed Julie Irish chief information officer, a job she previously held at Couchbase.
Application security firm Black Duck appointed cybersecurity vet Dom Glavach chief information security officer.
Autonomous IT company Tanium named Carol MacKinlay from Pebl chief people officer.
April 13-15: Qlik Connect, Kissimmee, Florida. TheCUBE will have live coverage and analysis on April 14. *
April 14: HPE World Quantum Day, online event by theCUBE. *
April 14: Oracle Data Deep Dive NYC, online from the NYSE. *
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 coverage, and theCUBE will be there with interviews and analysis. *
* Sponsored events
Wednesday, April 15: ASML
Thursday, April 16: TSMC
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About SiliconANGLE Media
SiliconANGLE Media is a recognized leader in digital media innovation, uniting breakthrough technology, strategic insights and real-time audience engagement. As the parent company of SiliconANGLE, theCUBE Network, theCUBE Research, CUBE365, theCUBE AI and theCUBE SuperStudios — with flagship locations in Silicon Valley and the New York Stock Exchange — SiliconANGLE Media operates at the intersection of media, technology and AI.
Founded by tech visionaries John Furrier and Dave Vellante, SiliconANGLE Media has built a dynamic ecosystem of industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations.
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