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SiliconANGLE Media, Inc. powers @theCUBE, Wikibon.com and SiliconANGLE.com. We are a modern data driven digital media platform that creates authoritative & engaging social experiences for audiences. We combine the depth of research, the reach of publishing, & the relevance of live video with insights from real-time social data to create unique interactions for both audiences and brands. SiliconANGLE Media is the result of the combination of John Furrier and Dave Vellante’s vision. The SiliconANGLE and Wikibon brands, products, and services set out to create a new type of information company that creates high quality information in real-time using cutting edge social technologies, data, and crowd sourcing, combined with proven “old school” methods. Source
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| Scope | National, Trade/B2B |
|---|---|
| Language | English |
| Country | United States of America |
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Recent Articles
Search ArticlesDid Nvidia's Jensen Huang just make the AI buildout too big to fail?
Nvidia Corp. is no longer just selling technology. It is helping create a financial asset class around artificial intelligence compute. In our last Breaking Analysis, we argued that AI can be technologically transformative and still produce a capital bubble. Our thesis was simply that the bubble pops if deployable supply grows faster than monetizable demand - and financing stops bridging the gap. Nvidia Chief Executive Jensen Huang has just attacked that weak link directly.
Chipmaking equipment supplier Lam Research to spend $3B+ on new labs
Lam Research Corp., a major supplier of chipmaker equipment, plans to spend more than $3 billion over the next five years to enhance its engineering capabilities. The company detailed the initiative on Thursday. Nasdaq-listed Lam sells machines that chipmakers use to produce memory chips, advanced packaging and other products. It also has a presence in certain adjacent markets including the fab robotics segment.
Anthropic details unreleased Model 2, new alignment concerns in latest AI risk report
The company detailed the algorithm in the latest edition of its AI alignment report. The document, which is published every three to six months, outlines the potential risks posed by the company's large language models. The newest installment runs for 186 pages. The report discusses two AI risk categories dubbed Threat Model 1 and Threat Model 2. The first category focuses on catastrophic harms, such as a hypothetical future LLM that could help bad actors develop biological weapons.
Z.ai debuts GLM-5.3 with long-horizon coding, cybersecurity upgrades
Chinese artificial intelligence developer Z.ai Co. today GLM-5.3, an open-source large language model that set records across several popular benchmarks. The LLM is based on an algorithm called GLM-5.2 that the company released in mid-July. The latter model features a mixture of experts architecture with 753 billion parameters and a context window of 1 million tokens. GLM-5.3 has an identical design, but went through a more extensive post-training process.
The AI party keeps roaring: Why it won't end anytime soon
Yes, there's an artificial intelligence bubble, no denying that anymore - so the question becomes, "Will it burst, and when?" You'd be forgiven for thinking it could happen soon, given the continuing, seemingly never-ending funding of and spending by AI model makers, AI processor makers, chip equipment makers - the list goes on. And some of the bets, even or especially by Nvidia, do look risky. But in his latest Breaking Analysis, Dave Vellante contends that the bubble isn't likely to burst soon.
Weak API controls are one of the biggest threats in the agentic AI era
Artificial intelligence agents are already running inside your enterprise workflows, whether you know it or not. International Data Corp. projects full agentic AI deployment across the enterprise by 2027. Gartner Inc. estimates 40% of enterprise applications will integrate task-specific agents by the end of this year, up from less than 5% in 2025. The application programming interfaces these agents depend on weren't built for them.
Applied Materials delivers earnings and revenue above estimates, but Wall Street isn't impressed
Applied Materials Inc. beat expectations on both earnings and revenue as it delivered its third-quarter financial results today, and followed up with strong guidance for the current quarter. However, its stock fell in the wake of elevated expectations from investors. While the company is one of the biggest beneficiaries of the artificial intelligence boom, that trend means that it had a high bar to clear, and investors likely deemed its results weren't impressive enough.
Insurance software provider Accelerant to be taken private for $4.4B
Accelerant Holdings Inc., a provider of software for the specialty insurance market, has agreed to be taken private by Thoma Bravo. The companies announced the $4.4 billion transaction today. It values Accelerant at $20.25 per share, a 49% premium to its last unaffected stock price. Specialty insurance covers high-value items that usually aren't protected by standard policies. That category encompasses a wide variety of assets ranging from paintings to airplanes.
Nozomi partners with Sophos to put operational technology data in IT consoles
Nozomi Networks Inc. and Sophos Ltd. today announced a partnership that pushes operational technology telemetry from Nozomi's Vantage platform into Sophos Fusion. Sophos launched the artificial intelligence-native defense system in July. It is one of the first significant third-party integrations Sophos has disclosed since Fusion launched. Sophos has said the system supports more than 500 third-party integrations.
Workday's stock jumps 17% on report of Silver Lake buyout discussions
Shares of the human resources management software company Workday Inc. jumped almost 18% today after a report emerged that it's holding acquisition talks with the private equity firm Silver Lake. Reuters said Silver Lake is prepared to pay up to $43 billion to acquire Workday, an amount that would make it one of the largest-ever buyouts in the software industry.