Defenders fall behind, as AI rewrites the rules of a data breach
Nvidia’s Vera chip is the US$200 billion bet Jensen Huang doesn’t want you to overlook
The Nvidia Vera chip is rarely the headline when earnings beat estimates, but it should be. When Nvidia reported Q1 revenue of US$81.62 billion on Wednesday, beating analyst estimates of US$78.86 billion, and guided Q2 at US$91 billion–well above Wall Street’s US$86.84 billion forecast–the numbers did what Nvidia numbers always do: dominate the room. But […]
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Smashing Security podcast #468: High-speed train hacks and homicidal lawnmowers
Alibaba is designing AI chips around agents, and that changes what the race is actually about
Alibaba has unveiled a new AI processor built specifically for AI agents, pairing the chip announcement with a multi-year silicon roadmap and a new large language model, signalling that the company is building an integrated AI stack, not just filling a gap left by US export controls. The Zhenwu M890, developed by Alibaba’s semiconductor subsidiary […]
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The Nvidia H200 China deal survived the Trump-Xi summit–just not in the way anyone expected
President Trump flew to Beijing, brought Jensen Huang along at the last minute, and left two days later, telling reporters that “something could happen” on chip exports. Nothing did. Not a single Nvidia H200 has shipped to China since Trump first authorised the sales in December 2025, and US Trade Representative Jamieson Greer told Bloomberg that semiconductor controls were […]
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Amazon launches Alexa for Shopping as Rufus moves behind the scenes
Amazon has introduced Alexa for Shopping, combining its Rufus shopping chatbot with Alexa+ across its app, website, and Echo Show devices. The assistant can answer product questions, compare items, track prices, and support shopping reminders. It can also handle scheduled shopping actions and eligible automated purchases. The company said Alexa for Shopping combines Rufus’ product […]
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Physical AI moves closer to factory floors as companies test humanoid robots
British technology company Humanoid will deploy humanoid robots at factories operated by German industrial supplier Schaeffler, Reuters reported. The two companies’ agreement covers an estimated 1,000 to 2,000 robots in Schaeffler’s global manufacturing sites by 2032, according to a Humanoid spokesperson. The companies have not disclosed the contract value. The first deployment is scheduled between […]
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Bain sees US$100 billion SaaS market in agentic AI automation
Bain & Company has estimated a US$100 billion market in the US for SaaS companies using agentic AI. The firm said the market is tied to automating coordination work in enterprise systems. The estimate comes from the second report in Bain’s five-part series on the software industry in the age of AI. The report examines […]
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Google tests Remy AI agent for Gemini as focus turns to user control
Google is testing Remy, a new AI personal agent for Gemini, according to Business Insider. The tool is designed to take actions for users in work and daily tasks. Remy is being tested in a staff-only version of the Gemini app. The report said it reviewed an internal document and spoke with two people familiar […]
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Physical AI raises governance questions for autonomous systems
Governance around Physical AI is becoming harder as autonomous AI systems move into robots, sensors, and industrial equipment. The issue is not only whether AI agents can complete tasks. It is how their actions are tested, monitored, and stopped when they interact with real-world systems. Industrial robotics already provides a large base for that discussion. […]
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