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⚡ Weekly Recap: AI-Powered PLC Attacks, GitLab Attacks, Stripe Key Leaks and More

US agencies warn of AI-assisted attacks on exposed Siemens PLCs; the week also saw GitLab CVE-2026-19478 exploited and trojanized npm packages found.

The weekly recap leads with a US government warning that threat actors use AI-generated scripts and Censys/ZoomEye scanning to attack internet-exposed Siemens S7 PLCs in water, energy and manufacturing, calling it an active threat. Other stories include active exploitation of GitLab CVE-2026-19478 (CVSS 9.4, unauthenticated project rewriting), 14 trojanized npm packages delivering the RedC2 4.0 Linux backdoor, and the Zombie Card attack that revives expired Visa cards for contactless payment fraud. It also covers suspected Russian clusters UNC6293, UNC7005 and UNC5976 phishing campaigns, a faster Cloudflare Workers Spectre JWT leak, and a bespoke Cl0p JSP web shell deployed after exploiting PTC Windchill flaws.

The Hacker News · 19d agoThreat actor in the wildCVE-2026-194781

CISA Warns Water Utilities: Find Your Exposed PLCs Before Attackers Do

CISA urged water utilities to secure internet-exposed PLCs after July 2026 attacks compromised over 100 US water and wastewater systems, suspected Iran-linked.

CISA's exposure-reduction guidance, published August 21, follows July 2026 attacks in which threat actors remotely accessed PLCs connected directly through cellular modems, changed device IP addresses and passwords, and in some cases disabled alarms and shutdown processes without notifying operators. Iran is the suspected actor, though officials stopped short of formal attribution. CISA recommends routing remote access through centrally managed secure gateways, phishing-resistant MFA, unique credentials, and external scanning of industrial protocols such as Modbus, EtherNet/IP, DNP3, BACnet and OPC UA.

Security Affairs · 20d agoExploit / PoC in the wild

CISA tells operators to harden Siemens S7 PLCs. Here’s how to do it without disrupting production

CISA, NSA, FBI and other agencies warn of active targeting of internet-exposed Siemens S7 PLCs and urge patching, exposure removal and hardening.

Joint advisory AA26-231A from the NSA, CISA, FBI, Department of Energy and EPA warns that actors are actively targeting Siemens S7 PLCs using internet scanning, AI-assisted scripts and libraries such as Snap7 and python-snap7 over S7comm on TCP port 102. The advisory covers S7-200 through S7-1500 series controllers and recommends patching, removing internet exposure, access controls, monitoring and disabling unneeded services. Siemens states no new S7 vulnerabilities are involved, only misconfigurations addressed in existing ProductCERT guidance SSB-104599. The article details how to apply each measure without breaking production dependencies such as remote I/O, HMI links and diagnostics.

CSO Online · 7d agoAdvisory in the wild

AI-fueled attacks pose ‘active threat’ to water, other sectors, U.S. agencies warn

NSA, CISA, FBI, DOE and EPA warn hackers are using AI-generated scripts to actively attack Siemens S7 PLCs across critical-infrastructure sectors.

A joint cybersecurity advisory from the NSA, CISA, FBI, Department of Energy and EPA warns of an active threat campaign targeting water, food, energy, chemical, manufacturing and commercial facilities via Siemens S7 Series programmable logic controllers. The actors use internet scanning to find exposed or poorly protected PLCs, then deploy AI-generated exploitation scripts disguised as legitimate monitoring tools, an OT first that dramatically lowers the expertise required for ICS attacks. Siemens says no new S7 vulnerabilities are involved, only exploitation of misconfigurations, and it is coordinating with CISA's ProductCERT. The warning follows a joint FBI-EPA advisory confirming attacks at water and wastewater utilities in at least 12 states since July 27.

CyberScoop · 26d agoAdvisory in the wild1

US agencies warn of AI-powered attacks on Siemens industrial controllers

NSA, CISA, FBI, DOE, and EPA warn threat actors use AI-assisted scripts and snap7 libraries to access internet-exposed Siemens S7 PLCs in critical infrastructure sectors.

NSA, CISA, FBI, DOE, and EPA issued a joint advisory warning that threat actors combine open-source snap7.dll/python-snap7 libraries with AI-generated scripts to gain read/write access to Siemens S7-200 through S7-1500 PLCs over the S7comm protocol. Actors use Censys and ZoomEye to find internet-exposed devices and abuse default or weak credentials, with activity assessed as persistent reconnaissance and positioning for future write operations. Agencies urge device inventory, patching, removing PLCs from the internet, and hardening; the pattern resembles Iran-linked CyberAv3ngers targeting of Rockwell, Schneider, and Siemens PLCs.

Help Net Security · 27d agoAdvisory in the wild

$536 and 8 Hours: AI Learns to Attack a Different PLC

Forescout used Claude to port a WAGO PLC exploit for $536 in 8 hours, and an AI-generated payload later permanently bricked the test device.

Forescout researchers used Claude Code with Ghidra, terminal access, and physical hardware to port CVE-2021-31886, a pre-authentication buffer overflow in the Nucleus FTP server, from a WAGO 750-852 PLC to the WAGO 750-831 without source code or debugger access. The final RCE development stage cost $535.74 in API fees over an 8-hour, 32-minute session (2.6k input and 1.3M output tokens) and required heavy researcher guidance. Claude produced working ICMP and UDP beacon exploits in 12 minutes after identifying that normal FTP command completion was overwriting its shellcode, fixed by omitting the CRLF terminator. A follow-up session extending the payloads toward a C2 implant wrote to flash-mapped memory and permanently bricked the PLC, underscoring the risks of autonomous agents operating against physical infrastructure.

Security Affairs · 13d agoResearchCVE-2021-318861

ICS Operators Warned of AI-Driven Attacks on Siemens PLCs

A US government advisory warns attackers are using AI-generated exploitation scripts against internet-exposed Siemens S7 Series PLCs.

A US government advisory warns ICS operators that attackers are targeting exposed Siemens S7 Series PLCs using AI-generated exploitation scripts. The use of AI to automate exploit development and delivery marks an escalation in threats to industrial control systems. Operators of exposed PLCs are warned to harden their environments as AI-assisted tooling lowers the barrier for adversaries.

Infosecurity Magazine · 27d agoExploit / PoC in the wild

Saving Jet Fuel

Tutorial optimizes flight paths to cut jet fuel costs using open-source Scikit-decide planning framework and OpenAP aircraft performance models.

A technical walkthrough demonstrates wind-aware flight path optimization using Scikit-decide, an open-source framework for reinforcement learning and automated planning, paired with OpenAP fuel-consumption models built by Dr. Junzi Sun at TU Delft and NOAA wind data. A Boeing 787-9 flying EWR to FCO can require roughly $68K in fuel, and adjusted routing could save thousands. The post uses Python 3.12, DuckDB with spatial extensions, and QGIS for map rendering.

Hacker News · AI · 12h agoAI tools & infraHN 45↑ · 19 comments

Researchers Use Claude to Port Pre-Auth RCE Exploit From One PLC Model to Another

Forescout used Anthropic's Claude to port a working pre-auth RCE exploit for CVE-2021-31886 between WAGO PLCs, executing ARM shellcode on live hardware.

Forescout Vedere Labs used Claude interactively to port an RCE exploit for CVE-2021-31886, a CVSS 9.8 stack buffer overflow in the Nucleus FTP server's USER command, from a WAGO 750-852 to a WAGO 750-831 PLC, running attacker-supplied ARM shellcode. The final RCE stage cost $535.74 in API usage over 8 hours 32 minutes, and a follow-up attempt to build a C2 implant permanently bricked the device. CERT@VDE lists many Nucleus V1-based WAGO models as vulnerable with no updates available; Siemens plans no Nucleus NET remediation. The work follows a joint NSA/CISA/FBI/DOE/EPA advisory warning of AI-generated exploitation scripts targeting internet-exposed Siemens S7 PLCs.

The Hacker News · 14d agoResearchCVE-2021-318862

Frequently asked questions about the active threat to Siemens S7 Series PLCs

US government agencies warn that unattributed actors using AI-generated exploit scripts are targeting internet-exposed Siemens S7 PLCs in critical infrastructure.

A joint advisory from multiple U.S. government agencies warns that threat actors are exploiting known weaknesses and unnecessary internet exposure of Siemens S7 Series PLCs for reconnaissance and possible pre-positioning for future disruptive attacks. The attackers use AI to generate and refine exploit scripts faster than manual development would allow, lowering the technical bar for ICS attacks. There is no single patch, so defenders must reduce internet exposure and improve monitoring of ICS environments.

Tenable Blog · 26d agoExploit / PoC in the wild

PLC-DPO: Posterior Label Correction in Noisy and Ambiguous Preference Optimization

PLC-DPO corrects noisy preference labels during DPO by routing each pair as clean, flip, or tie using calibrated policy-reference margins.

PLC-DPO addresses reversed, weak, or ambiguous preference labels in Direct Preference Optimization by using the calibrated policy-reference margin as online evidence to route each pair's training signal as clean, flip, or tie. This actively corrects supervision direction and strength rather than only filtering suspicious examples. Across 57 dataset-model-benchmark cells, PLC-DPO achieves the best mean win rate of 60.5 versus 55.5 for the next-best method. Injected-noise and tie stress tests plus human disagreement analysis show the routing stays stable and distinguishes flipped from weakly directional pairs.

Hugging Face daily papers · 16d agoAI research

Water sector example added to the NCSC’s Secure connectivity principles

NCSC UK adds a water sector example to its Secure Connectivity Principles, the first ICS community-authored content on its site.

The UK NCSC has added a water sector example to its Secure Connectivity Principles guidance. It is the first content authored by the Industrial Control System Community of Interest to appear on ncsc.gov.uk. The guidance helps ICS operators apply secure connectivity practices.

NCSC UK · Aug 11, 2026Advisory

NSA, CISA, FBI, DOE, and EPA Warn of Active AI

Five US agencies warn of active AI-assisted attacks on internet-exposed Siemens S7 PLCs across critical infrastructure, using disguised snap7 scripts for pre-positioning reconnaissance.

NSA, CISA, FBI, DOE, and EPA issued joint advisory CISA AA26-231A warning of an active hacking campaign against Siemens S7-series PLCs, from S7-200 through S7-1500 F-series, across US critical infrastructure. Threat actors use internet scanning services such as Censys and ZoomEye to locate exposed controllers, then perform read operations over S7comm on TCP port 102 using the legitimate snap7.dll and python-snap7 libraries, disguising AI-generated exploitation scripts as monitoring tools. The agencies assess the activity as pre-positioning ahead of possible process disruption, equipment damage, or safety incidents in Energy, Water, Critical Manufacturing, Chemical, Food and Agriculture, and Commercial Facilities sectors.

Security Affairs · 26d agoExploit / PoC in the wild

AI-Generated Exploit Scripts Target Siemens S7 PLCs in U.S. Critical Infrastructure

NSA, CISA, FBI, DOE and EPA warn that actors use AI-generated Python scripts to exploit internet-exposed Siemens S7 PLCs at U.S. critical infrastructure.

A joint advisory from NSA, CISA, FBI, DOE and EPA describes an active threat in which AI-generated exploit scripts disguised as legitimate monitoring tools target Siemens S7 Series PLCs (S7-200 through S7-1500, including F-series safety controllers). The actors use Censys and ZoomEye scanning to find internet-exposed, outdated PLCs and a custom Python script using snap7 libraries over the S7comm protocol for initial access, credential access and denial of service; no attribution was given. Targeted sectors include Critical Manufacturing, Energy, Water and Wastewater, Chemical, Food and Agriculture, and Commercial Facilities, with potential for process disruption and cascading impacts. A related Dream report details a near-autonomous AI-agent campaign (July 1-4, 2026, 12 waves) against Taiwan government entities, using Hermes and OpenClaw agents with eight parallel sub-agents to crack 85 accounts via password spraying and exfiltrate over 2,564 personnel records, SSO client secrets and database credentials.

The Hacker News · 26d agoExploit / PoC in the wild1

Florida water agency latest to confirm cyber incident as feds warn of nation

A ransomware gang hit Florida's St. Johns River Water Management District as CISA warned of IRGC-linked CyberAv3ngers attacks on exposed Unitronics water-sector PLCs.

The St. Johns River Water Management District, which oversees Florida drinking-water supply planning, confirmed suspicious activity in its IT environment and said containment measures were implemented; a ransomware gang claimed the attack and shared samples of stolen data. Separately, CISA, FBI, NSA, EPA and Israel's INCD warned that IRGC-affiliated CyberAv3ngers are actively compromising Israeli-made Unitronics Vision Series PLCs in the water sector using default credentials since at least November 22. The group, motivated by opposition to Israel-linked products, defaces controller interfaces and could cause deeper cyber-physical effects. Shadowserver found at least 539 Unitronics PLC instances still exposed online, and CNN reported fewer than 10 US water facilities faced recent attacks.

The Record · 8d agoRansomware in the wild 3 sources

Stop playing with the CISO role. Fix cybersecurity leadership

Op-ed argues the CISO role is overloaded and advocates elevating a business-first Chief Security Officer above it.

The author contends that business-alignment failures in cybersecurity are structural rather than communication problems, with CISOs expected to act simultaneously as technologists, strategists, risk executives, and board advisers. The piece proposes a distinct Chief Security Officer role focused on enterprise protection, business continuity, and cross-functional decision authority, with the CISO retaining technical cybersecurity responsibility and potentially reporting to the CSO. It argues this model would give executive ownership of business protection while preserving technical depth.

CSO Online · 13d agoIndustry

ICO Urges Police to Improve Data Governance in Facial Recognition Rollouts

The UK's ICO urged police forces deploying facial recognition to strengthen data governance and follow the regulator's published recommendations.

The UK Information Commissioner's Office called on police forces using facial recognition to improve their data governance practices. The privacy watchdog urged forces to follow its published recommendations when rolling out the technology. The intervention reflects ongoing regulatory scrutiny of law enforcement biometric surveillance in the UK.

Infosecurity Magazine · 28d agoPolicy & legal

Cybersecurity in Power Grids: Standards and Research Challenges

Survey contrasts IT and OT security in smart grids, reviewing IEC 62351, IEC 62443, ISO 27001 standards and AI-driven detection trends.

The paper examines Smart Grid cybersecurity, emphasizing critical distinctions between IT and OT environments. It analyzes grid architecture, substation threats, and key international standards including IEC 62351, IEC 62443, and ISO 27001. It concludes with an overview of recent research trends such as AI-driven threat detection.

arXiv cs.CR · 1d agoResearch

Is Cyber missing the Marque?

Cisco Talos analyzes the White House memorandum on private-sector participation in government-authorized offensive cyber operations.

A new White House memorandum addresses private sector participation in government-authorized offensive cyber operations. Cisco Talos's newsletter, introduced by new author Mick Baccio, explores the operational and security implications of this policy for the cybersecurity industry.

Cisco Talos · 26d agoPolicy & legal

US sanctions Iranian cyber actors as UK discloses power plant attack

US Treasury sanctioned six Iranian MOIS-linked hackers for breaching US agency and UN email accounts as the UK disclosed a four-day power plant shutdown.

The US Treasury sanctioned at least six Iranian nationals tied to a hacking team inside Iran's Ministry of Intelligence and Security (MOIS) active since 2023; four were indicted last week for breaching employee email accounts at the Department of Labor, the Federal Energy Regulatory Commission and United Nations organizations. Treasury said the group compromised energy, defense, healthcare, IT and financial sector targets, multiple US government offices in summer 2024, and stole cryptocurrency for personal gain. Separately, Iranian actors reportedly shut down a small British power plant for four days without grid impact, days after FBI and NSA warned of hackers targeting programmable logic controllers in energy, water and agriculture.

The Record · 22d agoThreat actor in the wild

UK Legal Regulator Raises AI Misuse Concerns

UK's Solicitors Regulation Authority warns law firms about AI hallucination risks and client data leaks.

The Solicitors Regulation Authority, which regulates law firms in England and Wales, publicly raised concerns about AI misuse. Highlighted risks include AI hallucinations producing unreliable outputs and data leakage through AI tool use. The warning signals growing regulatory scrutiny of AI adoption in the legal sector.

Infosecurity Magazine · 29d agoAI policy

NSA, FBI warns of hackers using AI-generated tools in attacks on critical infrastructure technology

NSA and FBI warn of an active campaign using AI-generated exploit scripts against Siemens S7 PLCs in critical infrastructure sectors.

NSA, FBI and other federal agencies issued an urgent advisory describing an active threat campaign targeting US-based Siemens S7 Series PLCs with AI-generated exploitation scripts disguised as legitimate monitoring tools. Actors use internet scanning to find exposed PLCs in energy, water, and manufacturing sectors, and may be preparing for operational effects. The advisory expands on July warnings of Iran-affiliated hackers targeting PLCs from Siemens, Schneider Electric, Rockwell Automation, and Allen-Bradley.

The Record · 27d agoThreat actor in the wild

The Regulators Already Assume You Have an AI Inventory. Do You?

Checkmarx argues regulators now expect organizations to maintain an AI inventory as AI-generated code and outputs enter security workflows.

Checkmarx contends that implicit trust in AI-generated code, AI summaries, and scanner output has become a governance liability that regulators no longer accept. The piece argues security teams must formalize AI inventories and treat AI outputs as untrusted inputs. It frames AI governance as an emerging compliance expectation rather than an internal maturity project.

Checkmarx · 21d agoAI policy1

Risky Bulletin: Academics find source code overlaps between Geedge and China's Great Firewall

Academics linked Chinese vendor Geedge Networks' Tiangou Secure Gateway source code to one of the Great Firewall's three traffic filtering capabilities.

US researchers presenting at USENIX Security reconstructed Geedge Networks' Tiangou Secure Gateway firmware from over 100,000 leaked files, including Git repositories with commit history, and matched its filtering behavior to sections of China's Great Firewall. They found only 1 of 3 characterized DNS injectors matched Geedge code, noted the system relies on memory-unsafe C components and copied third-party code, and said its bugs could aid future circumvention tools. Geedge also exports censorship tools to Kazakhstan, Ethiopia, Pakistan, and Myanmar. The newsletter additionally rounds up multiple breaches.

Risky Business News · 26d agoResearch2

Cisco Industrial Ethernet 1000 Series Switches Stored Cross-Site Scripting Vulnerability

Cisco fixed a stored cross-site scripting flaw in Industrial Ethernet 1000 series switches exploitable by authenticated remote users.

Insufficient validation of user-supplied input in the web-based management interface of Cisco Industrial Ethernet 1000 Series Switches allows stored XSS. An authenticated remote attacker can inject malicious code into specific interface pages and execute arbitrary script in another user's context. Exploitation requires valid credentials; Cisco has released software updates.

Cisco Security Advisories · 27d agoAdvisory

Multiple Vulnerabilities Discovered in a SCADA System

Unit 42 details five vulnerabilities (CVSS 7.0-7.8) in ICONICS Suite SCADA software enabling privilege escalation and DoS.

Unit 42 discovered five vulnerabilities (CVE-2024-1182, CVE-2024-7587, CVE-2024-8299, CVE-2024-8300, CVE-2024-9852) in ICONICS Suite versions 10.97.2 and earlier for Windows during a 2024 security assessment. The flaws, rated CVSS 7.0-7.8, allow DLL hijacking, privilege escalation, information disclosure, denial-of-service and potentially full system compromise. ICONICS Suite is a SCADA solution with hundreds of thousands of installations in over 100 countries, widely used in critical infrastructure, and several dozen servers are internet-exposed per Unit 42 telemetry. ICONICS released patches and advisories with workarounds in 2024.

Palo Alto Unit 42 · 27d agoVulnerabilityCVE-2024-1182CVE-2024-7587CVE-2024-8299+2 CVEs1

Russian-Linked Hackers Accessed Polish Power Plant OT Network Through Private APN, Says CERT.PL

CERT.PL disclosed that Russian-linked hackers accessed a Polish combined heat and power plant's OT network through a private APN in 2025.

Poland's CERT (CERT.PL) released details of a 2025 attack on a Polish combined heat and power plant. Russian-linked hackers accessed the plant's OT network through a private APN. The disclosure adds to a series of intrusions against Polish critical infrastructure attributed to Russian-linked actors.

Infosecurity Magazine · Aug 12, 2026Threat actor in the wild

Unit 42 warns AI has shifted balance of power from defenders to attackers

Unit 42 says agentic AI has shifted attacker advantage, investigating an incident where one attacker exploited 50 enterprise applications in under 10 hours.

Palo Alto Networks Unit 42 leaders said early waves of agentic AI-enabled attacks are breaking in the wild and that frontier model capabilities have shifted the balance of power from defenders to attackers. The team is actively investigating an attack on a customer where an attacker used an agentic framework to exploit 50 applications and other weaknesses across the enterprise in less than 10 hours, work they estimate would have taken at least 10 days pre-AI. Unit 42 says AI already touches the entire attack chain, including malware development, social engineering, and ransomware negotiations. The warning follows April's Project Glasswing initiative formed with Anthropic around its Mythos model.

CyberScoop · 19d agoAI safety & security in the wild

Ncsc Raises Alarms Prompt

The UK NCSC raised alarms about prompt injection risks in LLM-integrated systems, urging organizations deploying AI to review exposure.

The UK National Cyber Security Centre (NCSC) has raised alarms about prompt injection attacks against systems using large language models. The warning highlights how attackers can manipulate model instructions to bypass safeguards, exfiltrate data, or trigger unintended agent actions. Organizations deploying LLM-based features are advised to assess and mitigate their exposure to this technique.

Infosecurity Magazine · 28d agoAI safety & security

FrostyGoop’s Zoom-In: A Closer Look into the Malware Artifacts, Behaviors and Network Communications

Unit 42 dissects FrostyGoop OT malware, which sent Modbus TCP commands to disrupt heating for 600+ apartment buildings in Ukraine.

Palo Alto Unit 42 analyzed new FrostyGoop/BUSTLEBERM samples, the ninth known ICS-centric malware, first used against a Ukrainian municipal energy company by sending Modbus TCP commands to ENCO control devices. The attack caused a two-day heating outage affecting over 600 apartment buildings during sub-zero temperatures. The Go-compiled malware accepts Modbus register operations and timing parameters via command-line arguments or a JSON configuration file, uses an obscure open-source Modbus library, and checks the Windows BeingDebugged flag to evade debuggers. Unit 42 telemetry recorded over 1 million Modbus TCP devices exposed to the internet between September and October 2024.

Palo Alto Unit 42 · 27d agoMalware in the wild

Managing the cyber risk of agentic AI

UK NCSC guidance recommends safeguards, sandboxing, and active oversight to manage cyber risks of autonomous agentic AI systems.

The UK National Cyber Security Centre published guidance on managing the cyber risk of agentic AI systems. It recommends safeguards, sandboxing, and active human oversight to limit unintended autonomous activity while realizing the benefits of these systems. The publication is official national guidance for organizations deploying agentic AI.

NCSC UK · 26d agoAdvisory

Help shape the future of resilient private 5G

The UK NCSC invites organizations to collaborate on developing secure, resilient and deployable private 5G network technologies.

The UK National Cyber Security Centre is seeking collaboration with organizations developing technologies and approaches for secure, resilient and deployable private 5G networks. The blog post is an open call to help shape future private 5G resilience.

NCSC UK · Aug 12, 2026Advisory

7th September – Threat Intelligence Report

Check Point weekly bulletin: exploited SonicWall SMA 1000 zero-days (CVE-2026-83548/49), JFrog Artifactory auth bypass, and a 2.8M-patient Baylor Genetics breach.

Check Point's weekly bulletin covers breaches including Thomson Reuters' C-Track platform (court records across 11 US states and Canada), Baylor Genetics (2.8M patients and employees, SSNs included), Hit casinos in Slovenia, and Dropbox (~5,000 accounts via abused Lenovo email verification). SonicWall patched two exploited SMA 1000 zero-days, including CVE-2026-83548, a CVSS 10.0 pre-authentication SSRF, while JFrog fixed exploited authentication bypass CVE-2026-82329 (CVSS 9.8). Malware and actor coverage includes Gambling Goblin, JSCeal, Mirage Kitten's NodeRabbit/PollCat campaign, and DPRK Contagious Interview macOS activity, plus a FalconFlank privilege-escalation PoC against CrowdStrike Falcon.

Check Point Research · 8d agoAdvisory in the wildCVE-2026-83548CVE-2026-83549CVE-2026-823291

How to build an exposure management program the business trusts: Lessons from Tenable’s CSO

Tenable's CSO describes an AI-driven exposure management program that consolidates tool sprawl and translates cyber risk for boards.

A Tenable blog post shares lessons from CSO Robert Huber on moving to an AI-driven exposure management program. It argues tool sprawl and data silos hinder holistic risk assessment and that exposure management unifies attack-surface data into business-level metrics for the C-suite.

Tenable Blog · 19d agoIndustry

Mines, Minds, and Machines: The Journey of AI

Recorded Future essay traces AI's supply chain from minerals and chips to embodied AI, mapping geopolitical rivalry and cyber operations at every stage.

Recorded Future published an analysis following the supply chain of the fourth industrial revolution: minerals become chips, chips become data centers, and data centers become models that are acquiring physical capabilities. It argues geopolitical rivalry and cyber operations now run along every link, from mine to embodied AI machines.

Recorded Future · Aug 11, 2026AI industry