ai
An AI Agent Broke Out. NVIDIA Wants to Build the Guardrails.
The July Hugging Face intrusion exposed the risk of agents crossing security boundaries. NVIDIA's September 28 safety platform makes the case for secure AI infrastructure, but the proof is still ahead.
IREN’s AI Cloud Contracts Are Growing. The Next Test Is Delivery
AI Cloud revenue more than doubled in IREN’s June quarter, but contracted run-rate revenue is still ahead of revenue recognized today. Deployment, funding, and pricing matter next.
What to expect from Meta Connect 2026
A preview ahead of Zuckerberg’s 7:00 p.m. ET keynote. Glasses are the strongest bet. Specific products are not confirmed.
Meta’s Muse meets a 5% Treasury yield
Muse raised questions about who keeps the customer. A 10-year yield at 5.106% changed what investors will pay for future profits.