Even though investors are getting wary of chip stocks, prompting a two-day tech selloff this week, memory-chip maker Micron had a monster quarter and its shares jumped almost 16% Thursday. On top of that, South Korean memory chipmaker SK hynix filed for a U.S. IPO.
The flip side of memory’s latest boom: Most electronic devices suddenly cost more, especially Apple’s and Microsoft’s — and that’s going to continue for years.
Investors are betting a gang of Nvidia wannabes can steal a march on the AI chip leader. OpenAI revealed Jalapeño, a custom chip to be made by Broadcom that it will use to power its AI inference. Qualcomm also announced two Dragonfly new data center chips, a CPU and a machine learning accelerator. Meantime, AI chipmaker Groq raised $650 million. But AI chipmaker Cerebras sank, the downside of now being a public company.
Moore’s Law may be dead, but advances in chipmaking sure aren’t. This week IBM and Applied Materials both moved chipmaking forward, as IBM unveiled what it says is the world’s first sub-one-nanometer chip technology — in technical terms, really teeny-tiny — and Applied debuted more advanced chipmaking gear for 3D stacking architectures that AI chips will require.
Agents need to have much more enterprise context to be useful, which is why HelloTwin debuted what it calls an accountable AI twin that holds business intelligence and goals in a single source of truth. It’s a step toward a crucial data layer that theCUBE Research’s Dave Vellante and George Gilbert call a System of Intelligence. On top of that, every week it seems there are more than a dozen new services to keep agents in line. This is shaping up to be the next cybersecurity frontier.
Never heard of Argentum AI? You probably will soon. John Furrier thinks the $7.8 billion in AI infrastructure deals it has announced is just the start — and perhaps a play to become the financing layer for the AI boom.
Google’s going to the movies, as it invested $75 million in the hot indie studio A24, along with a pledge to provide AI to speed up the back end, such as storyboarding, if not the direct creative side, of moviemaking.
Raise a glass to Om Malik, the pioneering blogger, journalist and investor, who died Wednesday. Back in the day, that is, when the web was taking off, if he was at a conference or running it, you knew you were in the right place. This is a good reflection on his life and career.
Here’s all the enterprise and emerging tech news, analysis and opinion this week from SiliconANGLE and beyond:
Beyond the $7.8B in deals: Why Wall Street is suddenly watching Argentum AI
AI, user data and the asymmetry of understanding
Agentic AI’s challenge is getting agents to act like a team, not a crowd
Is AI ‘one big bubble’? Behind the tech selloff (per NPR)
OpenAI staggers GPT-5.6 rollout for government vetting, eyes 2027 IPO
Google forms research partnership with A24 Films that’s focused on AI filmmaking tools
Grammarly parent Superhuman buys AI detector GPTZero
Cursor quietly acquires Continue, an open-source alternative to GitHub Copilot
TrueFoundry acquires MLOps pioneer Seldon AI to accelerate enterprise agentic AI
Adobe acquires image and video enhancement tool maker Topaz Labs
Mirendil raises $200M to speed up scientific research with AI
Assort Health raises $120M to scale deployment of AI agents for the patient journey
Trase raises $107M seed round to continue building agentic operating system for regulated industries
Runpod raises $100M to build the leading cloud platform for AI developers
Scaled Cognition nabs $100M to automate high-stakes customer interactions
Sail Research raises $80M to optimize long-horizon AI agents
Warp lands $60M to automate payroll, compliance and HR with AI
Patronus AI grabs $50M in funding to stress-test AI agents in simulated environments
Partly raises $50M at a $500M valuation to crack the US auto parts market
Isometric raises $40M to bring agentic certification to the industrial economy
Orderful nabs $35M to streamline supply chain data management
Ornn raises $33M to help companies buy and sell AI compute as a commodity like oil
In challenge to IT services world, Hang Ten Systems Raises $32M to help enterprises succeed with AI
Prosper AI nabs $30M to help healthcare providers streamline patient interactions
Runlayer raises $30M to help companies go all-in on AI without losing security and control
Coval raises $28M as enterprises push voice agents into production
Agentic infrastructure startup Seltz raises $12.5M to help AI agents search the web for answers
Lama AI raises $10M to accelerate automated loan originations
Anthropic debuts Claude Tag, a more capable AI teammate that lives within Slack
Nvidia bets on agentic AI to turbocharge biotech discovery
HelloTwin launches ‘Digital Authority’ to bring governed AI agents to the enterprise
Exclusive: LucidLink launches MCP server to give AI agents shared access to distributed files
Salesforce launches Help Agent to simplify AI customer service deployment
Linux Foundation extends DNS to AI agents with new Agent Name Service
Komprise aims to make messy, unstructured data accessible without the hassle
Momentic raises the bar for software testing with agentic quality platform
Modulate launches AI music detection as synthetic tracks flood streaming
Upbound open-sources Modelplane to optimize inference clusters
ZenBusiness enhances its AI copilot for new business owners with step-by-step blueprints
CData targets AI developers with governed data access tools
Beehiiv adds Cloudflare AI Crawl Control so writers can block or allow bots
Five thoughts from Swami Sivasubramanian’s keynote at AWS Summit and what it means for IT pros
OpenAI, Broadcom debut custom Jalapeño chip for AI inference
Qualcomm shares jump 14% on Modular acquisition, guidance upgrade
IBM says new sub-nanometer architecture paves the way for the next decade of chip design
Applied Materials unveils more advanced chipmaking gear for 3D stacking architectures
Commvault deepens Microsoft tie-up with native Azure resilience service
Apple’s Macs and iPads and Microsoft’s Xbox consoles are getting more expensive — blame AI
Memory maker SK hynix files for $29.6B US IPO amid AI demand
Soaring memory chip demand helps Micron quadruple its revenue and crush expectations again
Amazon announces plans to invest $48B in India by 2030
Analog chipmaker Onsemi buys Synaptics in $7B all-stock deal to push into physical AI
Inference chip startup Groq raises $650M to grow its cloud platform
Nearfield Instruments raises $380M to accelerate AI chipmaking
AI networking provider Upscale AI raises $190M at $2B valuation
Shares of AI chipmaker Cerebras sink following first earnings report since going public
Engram, AI memory startup focused on cutting token costs, raises $98 million
Nebulock raises $25M to expand hunt-first security platform
AlpSemi raises $19.5M to make semiconducting power switches for AI data centers
Kinoa pushes AI-native mobile app revenue operations after raising $10M in funding
OpenAI expands Daybreak with Patch the Planet and full GPT-5.5-Cyber release
Virtue AI pulls the rug out from under the feet of shadow AI agents
Snyk launches Evo Agentic Development Security to police AI coding agents
Exabeam launches Praxen, an open-source tool to verify AI agent behavior
Okta expands Cross App Access ecosystem to secure AI agent connections
Exclusive: Chainguard extends Repository scanning and policies to Java, Python and containers
New Dragos AI assistant EmberAI targets the OT security skills gap
Minimus opens its entire secure container image catalog to developers for free
BreachRx launches Rex Platform to coordinate AI-era incident response
Meta ships first smart glasses powered by its Superintelligence Labs’ Muse Spark model
Trump signs two executive orders to accelerate arrival of powerful quantum computers
Agility Robotics to go public via SPAC in a $2.5B deal
Nvidia introduces Halos for Robotics to bridge the physical AI safety gap
Intrinsic unveils next-gen accessible modular automated industrial AI robotic assembly
Google settles lawsuit over social media harm
Blockchain data provider Allium raises $40M in funding
Pioneering internet blogger, journalist and investor Om Malik died Wednesday. R.I.P. Om, it was always great to have a chance to hear your insights over the years.
Alphabet shares fell after report on further AI talent departures — most recently, researchers Jonas Adler and Alexander Pritzel.
Oracle laid off 21,000 employees in just 12 months thanks to AI adoption and costly AI infrastructure ambitions.
Ethereum Foundation cut 20% of staff amid leadership exodus.
Elastic laid off 7% of its staff since AI can do their jobs.
Meta named entrepreneur Kunal Shah, CEO of Indian fintech CRED, to head WhatsApp, succeeding Will Cathcart, who will take on a new product-building role at the messaging company. Meta is investing $900 million into CRED for a minority stake.
Defense contractor Thales appointed Robert Geckle CEO of its U.S. and North America units, succeeding retiring Alan Pellegrini.
PagerDuty named Eric Prengel chief financial officer, as Howard Wilson retires.
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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.
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