Nvidia is reportedly in talks to invest up to $10 billion in Anthropic's IPO, which targets a $2 trillion valuation, making it history's largest.
Reuters reports Nvidia is negotiating to become an anchor investor with up to $10 billion in Anthropic's planned IPO, locking in shares before they hit the open market. Anthropic aims to raise up to $100 billion at a roughly $2 trillion valuation, with the IPO expected to complete before the US midterms in November. Anthropic's revenue reportedly grew from about $9 billion at the end of 2025 to over $65 billion by July 2026. The company already runs on Nvidia GPUs and committed in 2025 to purchasing $30 billion in Azure compute packed with Nvidia chips.
Sakana AI released Fugu Max and Fugu Ultra v2, API-only orchestrator models that route tasks across model pools to cut costs and boost multi-step reasoning.
Sakana AI released Fugu Max and Fugu Ultra v2, two orchestrator models that route queries across a pool of third-party and open-weights models, including the NVIDIA Nemotron family. Fugu Max is priced at $2 per million input and $6 per million output tokens, 40-60% cheaper per output token than Sonnet 5, GPT 5.6 Terra, and Kimi K3, and reportedly wins 6 benchmarks including Terminal Bench 2.1 and GPQA Diamond. Fugu Ultra v2 targets complex multi-step reasoning, scoring 48.3 on Chartography and 74.3 on DeepSWE. Both are live through Sakana's OpenAI-compatible API only, with no open weights and no EU/EEA availability.
System76 launches the Thelio Mira AI Linux workstation from $3,299 with dual NVIDIA RTX Pro 6000 GPUs and 192 GB GPU memory for local AI workloads.
System76's Thelio Mira AI is a locally built (Denver, Colorado) Linux workstation for AI training, fine-tuning, and inference, starting at $3,299. Configurations go up to a 16-core AMD Ryzen 9000 CPU, 192 GB DDR5 RAM, and dual NVIDIA RTX Pro 6000 Blackwell GPUs delivering 192 GB of (ECC) GPU memory with liquid cooling, dual PCIe 5.0 x16 slots, and up to three M.2 NVMe drives. It ships with Pop!_OS 24.04 LTS or Ubuntu and is positioned as a way to avoid recurring cloud GPU costs.
NVIDIA released BioNeMo Inference Runtime (BioIR), an open-source PyTorch-compatible library delivering 2.90x higher Boltz-2 protein-folding throughput on 8xH100 GPUs.
NVIDIA detailed BioIR, a Python library that accelerates Boltz-2, OpenFold2, and OpenFold3 structure-prediction inference on NVIDIA GPUs while preserving standard PyTorch workflows. On a matched benchmark of 1,000 human dimers on 8xH100 80GB GPUs, BioIR delivered 58.5K folded residues per GPU-hour versus 20.2K for a torch.compile baseline, a 2.90x throughput gain. BioIR already powered the AlphaFold Database expansion, generating about 31 million candidate complexes across 4,777 proteomes, with 1.81 million released as high-confidence predictions. Extrapolated to 1 million targets, estimated folding energy drops from 35 MWh to 11 MWh at 8-GPU TDP equivalents.
Nvidia CEO Jensen Huang reiterated at a Goldman Sachs conference that revenue could grow 70% year-over-year next year, reaching roughly $680 billion.
Speaking at the Goldman Sachs Communicopia + Technology conference, Huang reaffirmed guidance of about 70% revenue growth next year, implying roughly $680 billion after an expected ~$400 billion this fiscal year. He cited the Grace-Blackwell system (36 Grace CPUs with 72 Blackwell GPUs) experiencing 27% month-over-month order growth and claimed $100 billion in revenue-generating contracts at companies Nvidia invests in. Huang argued Nvidia underpins models from OpenAI, Anthropic, and Google and tracks global data center capacity, while dismissing concerns about circular deals and competition from hyperscalers, Cerebras, and Etched.
GPU-CFR compiles counterfactual regret minimization into static dataflow with CUDA Graph Replay, achieving 29.8-80.4x speedups over prior GPU solvers.
The paper presents a compiler and runtime that turns any fixed game's CFR iteration into a static dataflow graph of flat arrays and precomputed indices, cutting framework operations by up to 18.1x. Because shapes and buffer addresses never change, CUDA Graph Replay records the iteration once and replays it with a single launch. On one A100 across an eight-game suite, GPU-CFR runs 29.8-80.4x faster than the fastest prior GPU CFR and 14-258x faster than the CPU implementation LiteEFG on the four largest games, while reproducing reference iterates bitwise on CPU.
Skild AI launched its S1 robot foundation model, built on NVIDIA infrastructure, that learns long-horizon industrial tasks from a single video.
Skild AI's S1 model uses in-context learning from one video demonstration to execute unfamiliar multistep tasks lasting up to 10 minutes without weight updates or task-specific post-training. In tests on new tasks it achieved about 66% per-step success versus 9% for a comparable AI system, and one video demonstration was estimated to match roughly 380 hands-on training examples. The company reached a $100 million annual revenue run rate with more than 60 deployment partnerships, and with NVIDIA and Foxconn deploys the Skild Brain on dual-arm manipulators assembling NVIDIA Blackwell systems. Training and validation rely on NVIDIA Isaac Lab, Isaac Sim, Omniverse, Cosmos and the Newton physics engine.
NVIDIA details a three-computer robotaxi platform that Uber, Lyft, May Mobility, Mercedes-Benz and others are adopting to scale autonomous fleets.
NVIDIA says every major commercial robotaxi program runs on its stack, spanning training (DGX with Alpamayo VLA models), simulation and validation (Omniverse, Cosmos, AlpaSim on RTX PRO), and in-vehicle compute (DRIVE Hyperion 10 with dual DRIVE AGX Thor chips). Adding meta-action and chain-of-thought reasoning data to a VLA model reduced minimum average displacement error by 43%, from 2.08 to 1.18. Uber plans NVIDIA DRIVE Hyperion-based fleets across 28 cities by 2028, partnering with Autobrains, Avride, Lucid, May Mobility, Mercedes-Benz, Momenta, Nissan, Nuro, Pony.ai, Stellantis, Waabi, Wayve, WeRide and Zoox. DRIVE Hyperion 10 combines 14 cameras, nine radars, three lidars and 12 ultrasonics with redundant compute and NVIDIA Halos safety validation.
d-Matrix will integrate its Raptor inference XPUs with NVIDIA NVLink Fusion, MGX racks and Spectrum-X networking for rack-scale AI factory deployment.
Inference chipmaker d-Matrix announced adoption of NVIDIA NVLink Fusion to connect its next-generation Raptor XPUs to NVIDIA's scale-up and scale-out networking, MGX rack architecture, and broader AI factory platform. NVIDIA claims 3x lower XPU-to-XPU latency than off-the-shelf Ethernet and 3 TB/s per-XPU all-to-all bandwidth via sixth-generation NVLink. d-Matrix plans to integrate Vera CPUs, ConnectX-9 SuperNICs, BlueField-4 DPUs and Spectrum-X Ethernet, with racks able to work alongside Vera Rubin NVL72 GPU systems. Other NVLink Fusion partners include AWS, Arm, Intel, Fujitsu, Marvell, MediaTek, Samsung and Cadence.
GeForce NOW added nine titles this week, headlined by WARDOGS early access, Valheim 1.0's Deep North update and Bus Simulator 27.
NVIDIA's weekly GeForce NOW update announced nine new cloud-streamable titles, including BULKHEAD's 100-player tactical shooter WARDOGS at early-access launch, Valheim's 1.0 Deep North update with crossplay, and Bus Simulator 27. The post is consumer cloud-gaming marketing with no security or AI industry relevance beyond NVIDIA's GeForce NOW service.
Nvidia and Palantir integrated open Nemotron models and cuOpt into Foundry to run AI-driven supply chains, starting with Nvidia's million-part operation.
Nvidia and Palantir announced a partnership to run supply chains with AI, first deployed on Nvidia's own network of millions of parts and thousands of suppliers; a single Vera Rubin rack contains 1.3 million components. Palantir is integrating open Nemotron models into its Foundry platform for customer fine-tuning, while Nvidia cuOpt handles scenario planning and optimization, with decisions fed back to improve models over time. The stack runs on customer hardware or in the cloud through the Sovereign AI OS reference architecture with infrastructure partners Dell, Cisco, Rackspace, and Nebius, with more details shown at AIPCon 11.
OPAQUE releases Weight Custody Manifest, an open standard keeping AI model weights encrypted until receiving hardware cryptographically attests to builder-specified conditions.
OPAQUE, a confidential computing company, released the Weight Custody Manifest (WCM) standard as a developer-preview specification with a Python SDK and a public test suite of 91 cases. WCM keeps model weights encrypted until the receiving infrastructure proves via CPU/GPU attestation that it matches builder-signed conditions, and decryption access can be revoked later if conditions change. OPAQUE says it ran the attestation exchange on an NVIDIA H100 and on AMD and Intel confidential servers hosted on Azure and Google Cloud, with two independent SDK builds producing identical output across 5,948 files. The public quickstart only exercises protocol logic on synthetic evidence and skips GPU cryptographic verification, and the standard cannot distinguish an authorized key from one physically extracted from hardware.
Independent developer Hugo Vergnes trained a 3.8B-parameter Llama-style model to 0.384 CORE on 65B tokens for $998 in 43 hours on rented B200s.
Hugo Vergnes trained little-lm, a 3.848B-parameter decoder-only LLM, on 65.3B tokens in 43 hours for $998 using rented NVIDIA B200s, scoring 0.384 on the CORE benchmark and beating nanochat d32 (0.310) at similar cost. The Llama-style architecture uses RMSNorm, RoPE, GQA with 24 query and 8 KV heads, relu-squared MLPs, QK-norm, and ResFormer-style value embeddings that account for 19% of parameters. Key wins included the Muon optimizer for matrix parameters, a trapezoidal learning-rate schedule with linear cooldown, FP8 training plus vocabulary padding for roughly 33% throughput gains, and the ClimMix dataset over FineWeb-Edu. The project, inspired by Karpathy's nanochat, was built as a config-driven YAML framework for small LLM training.
AMD, Arm, and Nvidia issued Patch Tuesday advisories fixing a Linux GPU driver DoS flaw, nine Mali GPU vulnerabilities, and two high-severity Triton defects.
AMD fixed CVE-2026-43603, a NULL pointer dereference in its Linux GPU kernel driver that can crash systems and cause denial-of-service, credited to SecMate researchers, with patches for EPYC, Ryzen, Radeon, and Instinct shipped in July and embedded variants due in October. Arm published an advisory covering nine Mali GPU vulnerabilities allowing use-after-free access, kernel information leaks, or DoS, releasing fixes for Valhall and 5th Gen GPU Architecture drivers, with Bifrost also affected. Nvidia updated Triton Inference Server for Linux to resolve two high-severity flaws, one causing DoS and one enabling information disclosure, data tampering, and DoS. Intel had issued no new advisories since the previous Patch Tuesday.
NVIDIA expanded its AI for Media suite at IBC 2026, adding NIM microservices for synthetic video detection, body pose, frame generation, upscaling and HDR.
At IBC 2026 in Amsterdam, NVIDIA announced a major expansion of NVIDIA AI for Media, a collection of GPU-accelerated SDKs, NIM microservices and blueprints for broadcast and streaming workflows. The Synthetic Video Detector (SVD) NIM microservice reaches 99.3% accuracy on text-to-video and 97.7% on image-to-video content, while Video Frame Generation boosts frame rates 2x-4x and Video Super Resolution adds 10-bit support; TrueHDR converts SDR to HDR at up to roughly 2,000 nits. Partners including Dalet, TwelveLabs, Wowza, Vizrt and Ross Video are integrating the new services into verification, compliance and live-production workflows.
Canada's Cyber Centre flags NVIDIA Triton Inference Server versions through 26.03 and 26.06 as vulnerable, urging review of the September 2026 bulletin.
The Canadian Centre for Cyber Security issued advisory AV26-900 on September 9, 2026, noting that as of September 8, NVIDIA Triton Inference Server versions 0.0 to 26.03 and 0.0 to 26.06 are affected by vulnerabilities. The advisory includes no CVE identifiers or severity details and directs users to review NVIDIA's September 2026 Triton security bulletin and apply available updates.
Hugging Face launched ML Intern, a chat-based agent that autonomously selects models, trains, and ships demos within user-approved compute budgets.
Hugging Face's ML Intern lets users describe a project in chat, then finds models, datasets, and tools on the Hub, GitHub, and the web before estimating compute costs and enforcing an approved budget. It autonomously creates datasets, trains models, monitors jobs, uploads results, writes reports, and builds demos, each with its own tracking dashboard. A demo training run took about six hours and cost under $0.50. The launch comes as Hugging Face is being acquired by Nvidia, whose CEO Jensen Huang has pledged to keep the platform open and hardware-neutral.
Researcher Chaotic Eclipse released ShieldCrash, a PoC showing Microsoft Defender's CVE-2026-69414 patch is incomplete, enabling arbitrary file reads as SYSTEM.
Security researcher Chaotic Eclipse published ShieldCrash, a proof-of-concept exploit for the Microsoft Malware Protection Engine privilege escalation vulnerability CVE-2026-69414 (ShieldBreak). The PoC performs arbitrary file reads with SYSTEM privileges on all supported Windows versions, including systems running the September 2026 security updates and Malware Protection Engine version 1.1.26080.3. The researcher claims Microsoft's patch fixed several exploit paths but missed a specific condition that still enables the attack. His recent releases also include zero-day PoCs targeting Nvidia, Kaspersky, Avast, and CrowdStrike Falcon.
Researcher Chaotic Eclipse released a PoC showing CVE-2026-69414's patch is bypassable, allowing arbitrary file reads as SYSTEM on current Windows.
The researcher known as Chaotic Eclipse published a proof-of-concept for a zero-day in Microsoft Defender, dubbed ShieldCrash, assessed as a patch bypass for ShieldBreak (CVE-2026-69414, CVSS 7.8). The PoC demonstrates an arbitrary file read as SYSTEM with the latest Windows installed, and all supported desktop versions are said to be impacted. Microsoft patched the original issue in Microsoft Malware Protection Engine 1.1.26080.3, which updates automatically. The same researcher recently released PoCs for flaws in CrowdStrike Falcon Sensor, Kaspersky, Avast Antivirus and NVIDIA.
Cognition, maker of Devin, raised $2 billion at a $48 billion valuation led by a16z, Accel, and Founders Fund, with revenue at $900M annualized.
Cognition raised $2 billion at a $48 billion valuation, four months after a $26 billion round, led by Andreessen Horowitz, Accel, Founders Fund, General Catalyst, and Avenir. Its annualized run-rate revenue grew from $492 million to $900 million since May, with projected $4-5 billion by end of 2026, while compute costs could push 2026 burn to $800 million. The startup, founded by Scott Wu, counts Mercedes-Benz, NASA, Goldman Sachs, and Citi as customers and is training its own model to cut reliance on OpenAI and Anthropic.
Open post-training pipeline turns Nemotron 3 Ultra checkpoints into an IMO 2026 gold-medal system, scoring 30/42 without formal provers or external tools.
Starting from Nemotron 3 Ultra, researchers trained two specialist checkpoints using supervised fine-tuning and reinforcement learning for natural-language olympiad proof generation. Three checkpoints power an iterative generate-verify-refine search plus a separate high-compute selection stage, operating entirely in natural language with no formal prover, external tools, or internet access. The system scored 30 of 42 points at IMO 2026, reaching the gold-medal threshold. The release includes the post-trained checkpoints, training data, training and inference code, submitted solutions, and Nemotron-IMO-Bench with 200 novel olympiad-level problems.
NVIDIA launches CUDA Rust via open-source cuda-oxide (SIMT) and cutile-rs (Tile), bringing compile-time-safe Rust GPU kernels.
NVIDIA announced CUDA Rust, making Rust a first-class language for GPU kernels through two NVlabs open-source projects: cuda-oxide for the SIMT model and cutile-rs for the Tile model. Both use Rust's ownership and borrow checker to catch buffer aliasing bugs at compile time. cutile-rs is published on crates.io, runs on stable Rust 1.89+ with CUDA 13.3, and is already used in Hugging Face's Grout inference engine and mistral.rs; cuda-oxide is early alpha requiring nightly Rust, CUDA 12.x, and compute capability 8.0+. cuda-oxide compiles Rust MIR through the community Pliron IR framework and LLVM to PTX, while cutile-rs JIT-compiles kernels via CUDA Tile IR.
University of Toronto researchers present GPUThor, a Rowhammer attack that defeats ECC on NVIDIA RTX A4000-A6000 GDDR6 GPUs and achieves host root access.
GPUThor uses non-uniform hammering to bypass Target Row Refresh and overcome SECDED ECC on NVIDIA Ampere workstation GPUs with GDDR6 memory, inducing 72,000 to 377,552 bit flips per gigabyte across RTX A6000, A5000, A4500, and A4000 cards. Triple-bit silent data corruption enables host privilege escalation to root with the IOMMU enabled, reusing GPUBreach page-table corruption techniques, and double-bit DUEs allow escalation when the IOMMU is disabled during a ~10 ms lazy-service window. The attack cut end-to-end escalation time on the A6000 from 21.9 hours to 1.1 minutes. Reported to NVIDIA, Google, Microsoft, and AWS on April 29, 2026; findings were embargoed until August 25, 2026, and no CVE identifier was assigned.
GMSBench provides 149 CUDA tests covering spatial, temporal, and concurrency GPU memory errors, exposing detection gaps in Compute Sanitizer.
GMSBench is a GPU memory safety benchmark comprising 149 self-contained CUDA tests spanning spatial, temporal, and concurrency errors across different GPU memory spaces and execution scenarios. The authors evaluate NVIDIA's Compute Sanitizer across multiple GPU architectures using the suite, exposing gaps in its detection coverage. The benchmark offers a standardized foundation for comparative evaluation of GPU memory safety mechanisms.
Mistral AI raised a €3B Series D at a €21B+ valuation, led by Samsung Electronics, to scale European compute capacity and sovereign AI services.
French AI lab Mistral AI raised €3 billion (~$3.58B) at a post-money valuation above €21 billion, which it calls the largest equity round ever completed by a European technology company. Samsung Electronics led the round, with EQT's Scaleup Europe Fund and PSG Equity as co-leads; a16z, Nvidia, Salesforce Ventures, Advent, BlackRock, and Luxembourg also participated. The company plans to build 1 GW of European compute capacity by 2030, offer region-selectable query processing, and host third-party open-weight models as part of a sovereign AI strategy. Mistral operates in 20 countries and targets governments and enterprises seeking control over AI models and data residency.
Interconnects surveys new open models—Motif-3, GLM-5.3, Hy4-preview—while analyzing a licensing split: Western labs opening up, Chinese frontier labs getting restrictive.
The roundup covers Motif-3 (MIT license, strong scores for its size), GLM-5.3 (switched from MIT to a custom license with a $10 billion revenue threshold and undefined 'affiliates' clause requiring Z.AI security review), and Tencent's Hy4-preview (competent but prone to overthinking). It also notes dots3-note-prev from RedNote/Xiaohongshu (won IMO 2026 with a perfect score), Qwen3.8-Flash-Next (125B-A6B with GDN and Qwen Sparse Attention), NVIDIA Nemotron-3.5-Lightning-30B-A3B-BF16, and Ling-3.0-flash. The core theme: Google and Meta adopted Apache 2.0 while Chinese frontier labs (Zhipu, Kimi K3, MiniMax M3) adopted restrictive commercial licenses.
Mistral AI closed a €3 billion Series D led by Samsung Electronics, valuing the lab at over €21 billion.
Mistral AI raised €3 billion in what it calls the largest equity round ever by a European tech company, lifting its valuation past €21 billion after ASML valued it near €12 billion in September 2025. Samsung Electronics leads the round with EQT's Scaleup Europe Fund and PSG Equity as co-leads; new investors include Advent, BlackRock-managed funds, and Luxembourg. The company also took an $830 million loan in March to fund its own data centers and serves 125+ enterprise customers including Airbus, ASML, and HSBC. Mistral Medium 3.5 trails open rivals like Qwen and Kimi and doesn't compete with top closed US models.
Mistral raised a Samsung-led €3B Series D at a €21B+ valuation — the largest European tech equity round — to scale compute and frontier AI research.
Mistral announced a €3 billion Series D at a post-money valuation above €21 billion, the largest equity round ever by a European technology company. Samsung Electronics led the round, with co-leads Scaleup Europe Fund (managed by EQT) and PSG Equity; new investors include Advent, BlackRock, and the Grand Duchy of Luxembourg. The company operates across 20 countries, serves 125+ enterprises including Airbus, ASML, and HSBC, and says funds will expand frontier research, compute capacity, and international growth.
Radix Ark open-sources Miles v0.1, a full-stack RL post-training framework demonstrated with asynchronous agentic RL on GLM-5.2 744B-A40B across 64 GB300 GPUs.
Miles v0.1 is a full-stack, open-source system for frontier-scale reinforcement-learning post-training, built on slime with rollout engines on SGLang and trainers supporting NVIDIA Megatron-LM and PyTorch FSDP backends plus three weight-synchronization transports. It supports full-parameter RL, LoRA RL, on-policy distillation, supervised fine-tuning, true-on-policy rollout-training alignment, and extends to diffusion models. The end-to-end case study ran fully asynchronous agentic RL on GLM-5.2 744B-A40B for terminal-use coding tasks on 64 NVIDIA GB300 GPUs with a median step time of 263 seconds over the first 30 measured steps. The code is open-sourced on GitHub.
An empirical study shows distributed Kolmogorov-Arnold Network training reaches 74.7% parallel efficiency at 8 A100 GPUs, with overheads driven by All-Reduce choices.
The study evaluates data-parallel Kolmogorov-Arnold Network (KAN) training on the FinisTerrae III supercomputer using up to 8 NVIDIA A100 GPUs across 4 nodes with PyTorch Distributed Data Parallel. Strong scaling yields 5.97x speedup and 74.7% parallel efficiency at 8 GPUs, comparable to conventional deep learning workloads, while communication overhead ranges from 1.3% to 6.1%, driven mainly by All-Reduce algorithm selection and inter-node latency rather than KAN's edge-wise gradient structure. Weak scaling shows an initial single-to-multi-GPU throughput drop followed by stability, and the parameter-to-memory ratio improves with model size even as training time scales unfavorably. The authors provide GPU topology and model-size deployment guidelines for KAN training.
Researcher Chaotic Eclipse released GreenSection, a PoC exploit for an NVIDIA Windows user-mode shared-memory flaw enabling out-of-bounds writes and potential dwm.exe compromise.
Researcher Chaotic Eclipse (aka Nightmare Eclipse) released a PoC named GreenSection for a zero-day in NVIDIA's Windows user-mode components. Multiple NVIDIA components share a global memory section in BaseNamedObjects with full read/write access to all users; although checks prevent misuse, runtime reuse of section data can cause an out-of-bounds write. The unstable PoC crashes applications using Vulkan or OpenGL and could potentially cross user boundaries or compromise the Windows Desktop Window Manager (dwm.exe), though impact was not fully investigated. The researcher recently published similar zero-day PoCs against Kaspersky Endpoint Security, Avast Antivirus, and CrowdStrike Falcon.
Researcher Chaotic Eclipse released GreenSection, a PoC exploiting an unpatched out-of-bounds write in NVIDIA Windows user-mode shared memory.
Security researcher Chaotic Eclipse disclosed an out-of-bounds write in NVIDIA's Windows user-mode components, which share a global memory section (\BaseNamedObjects\{52813408-3561-4705-820a-2b3b78be92ba}) with full read/write access to all users. The PoC crashes applications running Vulkan or OpenGL; the researcher says the bug could cross user boundaries or compromise dwm.exe but did not fully assess the impact. No CVE has been assigned and no patch is mentioned. The researcher recently released zero-day PoCs against Kaspersky, Avast, and CrowdStrike Falcon.
Researcher Nightmare Eclipse released working zero-day PoCs for Avast, CrowdStrike Falcon, and Nvidia, prompting a Gen patch, CrowdStrike mitigation, and Nvidia investigation.
Security researcher Nightmare Eclipse released three zero-day exploits within a short window: PrettyPrague targeting the Avast sandbox for full system privileges (possibly affecting other GenDigital products including AVG and Norton), FalconFlank exploiting CrowdStrike Falcon Sensor's Office malicious macros remediation feature for privilege escalation, and GreenSection targeting an out-of-bounds memory write in a shared global memory section used by Nvidia user-mode components. GenDigital said it has fixed the Avast issue; CrowdStrike advised disabling the Microsoft Office File Suspicious Macro Removal policy setting; Nvidia said it is actively investigating the PoC. Kevin Beaumont reported that the Avast, CrowdStrike, and Kaspersky exploits work. The researcher previously released the HardBreacher privilege escalation zero-day in Kaspersky endpoint security, patched August 31.
NVIDIA researchers detail an end-to-end system for online draft co-training that speeds speculative decoding in large-scale long-context RL post-training.
The paper tackles scaling online draft co-training for speculative decoding in RL post-training, where rollout generation dominates cost. It extends packed, load-balanced zigzag ring attention to merge rank-local branch attention with causal main-sequence attention for context parallelism, and introduces TapChannel to transport target features across pipeline-parallel stages without changing the schedule. Experiments show co-trained drafts tracking the policy baseline with substantial rollout and end-to-end speedups up to 122B parameters and strong scaling at 256K tokens.
An essay argues AI capex ($1.0–1.3T in 2026) now rivals global human-benefit spending and predicts shortages spreading from DRAM/HBM to cars and appliances.
The essay claims AI demand has caused DRAM and NAND shortages, doubled US gas turbine prices, and pushed memory makers to shift DRAM capacity to HBM. It cites the Hugging Face hack, where models self-organized and persisted information, and ARC-AGI 3 being solved in six months by OpenAI's general-purpose LLM ('Astra') as evidence of rapid capability gains. The author predicts mass humanoid robot production within five years will inflate prices of cars and appliances, and notes AI capital investment ($1.0–1.3T in 2026) now matches the ~$1.3T spent globally on human-benefit research and aid.
British AI compute provider Nscale seeks $3.5B pre-IPO via $1.5B convertible notes and $2B from Nvidia ahead of a possible September IPO.
Nscale, a British AI infrastructure company founded about two years ago, is reportedly in talks to raise $3.5 billion ahead of an IPO that could come as early as late September 2026: $1.5 billion in convertible notes plus $2 billion in financing from Nvidia. Nvidia previously joined Nscale's $1.1 billion Series B in March, led by Aker and billed as the largest Series B in European history, following a $155 million Series A in December 2024. Nscale recently signed an approximately $45 billion deal with Anthropic and has told investors it has roughly $103 billion in projected revenue based on signed customer leases.
Apple's John Ternus becomes CEO as Tim Cook steps down; Nvidia expands across the AI stack while a16z launches a $1.1B Machine Age fund.
Tim Cook stepped down as Apple CEO, handing the company to former hardware chief John Ternus, with Cook staying as Executive Chairman focused on policy relationships. TechCrunch's Equity podcast also unpacks Nvidia's moves to own the entire AI stack, including its Hugging Face acquisition, a MediaTek investment, and deeper compute deals. Other items include robotaxi competition (Tesla Cybercab, Waymo expansion, Zoox paid rides), Andreessen Horowitz's new $1.1 billion 'Machine Age' fund, and the $285 million GoPro acquisition.
Community fine-tune Qwopus3.8-27B-Flash, built on Qwen3.8-27B, cuts agent reasoning latency with 12.8% faster decoding and 80.7% MTP acceptance.
Jackrong released Qwopus3.8-27B-Flash, a fine-tune of Qwen3.8-27B optimized for long-running agent workloads, reporting 12.8% faster decoding and 80.7% multi-token-prediction acceptance. Training used roughly 1.5 million teacher-scored SFT examples filtered to the top 10%, followed by reinforcement training with NVIDIA NeMo-RL and GSPO. The author notes an explicit trade-off: MMLU-Pro mixed-set scores are lower than the base model, and a known bug can produce incorrect Python indentation. Author-provided benchmarks have not been independently verified.
Thinking Machines, Mira Murati's AI lab, is in talks to raise $1 billion at a $40 billion valuation, with Accel reportedly leading.
Thinking Machines, the AI lab founded by former OpenAI CTO Mira Murati, is negotiating a $1 billion round at a valuation of at least $40 billion, below the $50 billion it reportedly sought last year. The company's annual revenue run rate exceeds $100 million, mostly from usage-based compute fees for its open-weight Inkling model adapted on the Tinker platform. Its prior $2 billion seed round, led by Andreessen Horowitz with Nvidia, GV, Lightspeed, and Conviction Partners, valued it at $12 billion. Several co-founders, including Lilian Weng and Luke Metz, have since returned to OpenAI.
Researcher Nightmare Eclipse released a PoC for FalconFlank, a privilege escalation zero-day in CrowdStrike Falcon's Office macro remediation feature.
Researcher Nightmare Eclipse published a zero-day PoC dubbed FalconFlank targeting CrowdStrike Falcon's Microsoft Office malicious macro removal feature, achieving privilege escalation on fully updated Windows 11 25H2 and Windows Server 2025 with Optimal Protection and macro removal enabled. Kevin Beaumont independently confirmed the exploit works. The same researcher also released HardBreacher, an elevation-of-privilege bug in Kaspersky Endpoint (since fixed via update), PrettyPrague, an Avast Sandbox flaw that dumps the SAM database for a SYSTEM shell (Gen Digital is developing a patch), and GreenSection, an Nvidia memory corruption bug that crashes systems. CrowdStrike advises customers to disable the Suspicious Macro Removal Windows policy while it investigates.
Local Elevation of Privilege in Microsoft Defender Malware Protection Engine
CVE-2026-69414, publicly dubbed 'ShieldBreak', is a high-severity (CVSS 3.1: 7.8) elevation-of-privilege flaw in the Microsoft Malware Protection Engine (MMPE) that powers Microsoft Defender, rooted in improper access control and improper privilege management (CWE-284/CWE-269). It is triggered locally: an attacker who already holds low privileges on the machine needs no user interaction (AV:L/AC:L/PR:L/UI:N) to trip the engine's flawed access checks, and successful exploitation yields high impact to confidentiality, integrity, and availability. News coverage reports public PoCs released under the 'ShieldBreak'/'ShieldCrash' names demonstrating SYSTEM-level access on Defender-protected Windows systems, including claims that the shipped patch can be bypassed and arbitrary files read as SYSTEM. Because MMPE ships as the scan engine inside Microsoft Defender, effectively every Defender-protected Windows 10/11 endpoint and server is potentially affected, though the source data specifies no affected engine version ranges. There is no confirmed in-the-wild exploitation (EPSS 0.6%, absent from CISA KEV), but given the public PoC claims, defenders should assume working exploit code exists.
· Microsoft Malware Protection Engine (used in Microsoft Defender)mass
NVIDIA TensorRT contains a vulnerability where an attacker might cause an overflow to a heap-based buffer.
NVIDIA TensorRT contains a vulnerability where an attacker might cause an overflow to a heap-based buffer. A successful exploit of this vulnerability might lead to code execution.
NVIDIA TensorRT contains a vulnerability where an attacker might cause a heap-based buffer overflow.
NVIDIA TensorRT contains a vulnerability where an attacker might cause a heap-based buffer overflow. A successful exploit of this vulnerability might lead to code execution.
NVIDIA Megatron Bridge for Linux contains a vulnerability where an attacker could cause improper control of dynamically managed code resources.
NVIDIA Megatron Bridge for Linux contains a vulnerability where an attacker could cause improper control of dynamically managed code resources. A successful exploit of this vulnerability might lead to code execution, escalation of privileges, data tampering, and information disclosure.
NVIDIA TensorRT for contains a vulnerability where an attacker might cause an improper validation of array index.
NVIDIA TensorRT for contains a vulnerability where an attacker might cause an improper validation of array index. A successful exploit of this vulnerability might lead to code execution.
Microsoft is aware of an elevation of privilege in the Microsoft Malware Protection Engine in Microsoft Defender publicly referred to as "RoguePlanet ".
Microsoft is aware of an elevation of privilege in the Microsoft Malware Protection Engine in Microsoft Defender publicly referred to as "RoguePlanet ".
Ollama before 0.1.29 has a DNS rebinding vulnerability that can inadvertently allow remote access to the full API, thereby letting an unauthorized user chat wit
Ollama before 0.1.29 has a DNS rebinding vulnerability that can inadvertently allow remote access to the full API, thereby letting an unauthorized user chat with a large language model, delete a model, or cause a denial of service (resource exhaustion).
NVIDIA Tranformers4Rec contains a vulnerability where an attacker could cause improper deserialization of untrusted data.
NVIDIA Tranformers4Rec contains a vulnerability where an attacker could cause improper deserialization of untrusted data. A successful exploit of this vulnerability might lead to code execution, data tampering, and information disclosure.
Entities are extracted by the model from each article. Watching an entity keeps it in this browser only (no account); the watchlist page and dashboard alerts use it.