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New Italian unicorn Exein rides the physical AI wave

Italian IoT-security startup Exein raised $270 million at a $1.7 billion valuation to build a security layer for physical AI and edge devices.

Rome-based Exein raised a $270 million round led by Headline at a $1.7 billion valuation, becoming Italy's new unicorn, with plans for M&A and US/APAC expansion. The company claims over 2 billion connected devices secured across aerospace, industrial automation, automotive, energy, healthcare, and semiconductors using its Photon kernel-level runtime protection. Exein is training a foundational model for physical AI security on machine telemetry, targeted for Q1 2027, and reports 400% year-on-year growth. The EU Cyber Resilience Act, whose reporting obligations began last week, is expected to further boost demand.

TechCrunch · Security · 1d agoIndustry

Robot Visions: Breaking reCAPTCHA at Zero Cost and Zero Shot

Researchers defeat Google reCAPTCHA using free local models CLIP and OWLv2, achieving 92.6% per-session success at zero cost.

The paper taxonomizes Google reCAPTCHA challenges into Type A (independent tiles) and Type B (4x4 grid) and builds zero-shot, training-free solvers from open-source local models. CLIP solves 58% of Type A challenges and OWLv2 43.5% of Type B, while an end-to-end automated solver succeeds on 92.6% of 500 real-world sessions. The authors also show a non-technical adversary can solve challenges using natural-language instructions to a commodity AI assistant, collapsing the attacker skill floor and suggesting visual challenge CAPTCHAs have reached the end of their useful life.

arXiv cs.CR · 18h agoAI safety & security

Building the materials foundation for AI

Syensqo's CTO says AI pushes semiconductors and data centers to physical limits, driving advanced materials demand and AI-accelerated materials discovery.

MIT Technology Review's Business Lab podcast, produced in partnership with Syensqo, features CTO Mike Finelli discussing how AI workloads push semiconductors and data centers to physical limits in performance, thermal management, and reliability. Syensqo develops high-voltage data center materials, semiconductor sealing materials, and immersion cooling fluids, while using AI agents to digitally synthesize millions of molecular combinations and predict performance before lab testing. Finelli describes a reinforcing cycle where AI improves materials that in turn enable better AI infrastructure.

MIT Technology Review · AI · 17h agoAI industry1

ENISA: Frontier AI Is Changing the Speed of Cyberattacks. Europe Needs to Catch Up

ENISA warns frontier AI compresses attack lifecycles to minutes, with exploits possible within 15 minutes of disclosure and median 72-minute breach-to-exfiltration times.

ENISA's July 2026 paper 'ENISA's view on Cybersecurity in the Frontier AI Era' argues AI-assisted attackers may weaponize vulnerabilities within 15 minutes of disclosure and achieve initial-access-to-data-exfiltration in a median 72 minutes, creating a 'negative time-to-exploit' problem. The report cites one organisation whose CVE volume rose from roughly 80 in Q1 2025 to almost 500 in Q1 2026, then about 500 reports per day when frontier-AI tools were used. ENISA recommends machine-speed defence under 'Cybersecurity as Code', EPSS and VEX-based prioritisation, AI-assisted incident response with human oversight, and an assume-breached architecture.

Security Affairs · 2d agoAdvisory

AI Infra Summit: NVIDIA Vera Rubin and DSX Platform Advancements Showcase Energy Efficiencies of Optimizing Tokens Per Watt for AI Factories

At AI Infra Summit, NVIDIA showcased Vera Rubin and DSX gains up to 1.4x tokens per megawatt, plus Annapurna, d-Matrix, and Pinterest partnerships.

Ian Buck's AI Infra Summit keynote before 8,000+ attendees emphasized validated agentic tokens per megawatt as the emerging AI infrastructure metric. Announcements include Amazon's Annapurna Labs collaborating on NVHBM custom high-bandwidth memory, d-Matrix integrating NVLink Fusion with Raptor XPUs, and Pinterest using Blackwell plus Dynamo inference software for conversational visual discovery. Lambda reported 23% better performance per watt with DSX MaxLPS on Blackwell servers, running 19 nodes on a 16-node power budget. NVIDIA says DSX MaxLPS combined with Groq 3 LPX on Vera Rubin NVL72 targets up to 35X token throughput per megawatt versus GB200 NVL72 for 2-trillion-plus-parameter models.

NVIDIA Blog · 1d agoAI industry

25 Years of Mass Surveillance Is Enough

Bruce Schneier and Cindy Cohn argue post-9/11 mass surveillance expanded far beyond its counterterrorism justification and should be reevaluated for costs to rights.

An essay by Bruce Schneier and Cindy Cohn (originally in Lawfare) traces the post-9/11 shift from targeted surveillance to mass collection of telephone and internet metadata. It cites the Section 215 bulk phone records program, struck down in interpretation by the Second Circuit in 2015 and curtailed by the USA Freedom Act, and the NSA's Upstream program under Section 702 of the 2008 FISA Amendments Act, which ended content searches in 2017. The authors note mass surveillance now serves routine law enforcement and immigration actions, with FBI Director Kash Patel confirming purchases of Americans' data from brokers, and private systems like Flock license plate readers and venue facial recognition feeding government access.

Schneier on Security · 1d agoPolicy & legal

What must happen for AI’s trillion-dollar gamble to pay off

Hyperscalers need 2.7x productivity gains by 2030 to justify nearly $1.1 trillion in AI data center spending, or risk bankruptcy and capital misallocation.

Wharton finance professor Jessica Wachter estimates hyperscaler AI expenditure will reach nearly $1.1 trillion through 2027 and that a 2.7x productivity increase is needed to break even by 2030. AI revenues of roughly $150-200 billion this year fall far short of about $750 billion in annual spending, with total investment from Alphabet, Microsoft, Amazon, Meta, and Oracle potentially exceeding $5 trillion over four years. Alphabet reported its first free cash flow deficit (about $5.9 billion) since its 2004 IPO due to AI infrastructure costs. Researchers warn that failed demand could make the buildout the largest capital misallocation in history, with depreciating GPU chips risking stranded assets.

MIT Technology Review · AI · 1d agoAI industry

Unsolved Problem by Fields Medalist Breached by Two High School Students

Two high school students used Claude Opus 5 and GPT-5.6 Sol to help solve an open Lorentzian polynomials problem, posting a 75-page arXiv proof.

Aayush Bathija and Prince Rohatgi of Oak Park High School, mentored by UCLA postdoc Daniel Soskin, published the 75-page paper 'Bounded Ratios for Lorentzian Polynomials' (arXiv 2609.05341), solving an open problem in Fields Medalist June Huh's Lorentzian polynomial theory. The main structural theorem extends bounded coefficient-ratio characterization from quadratic to arbitrary-degree polynomials via discrete convexity conditions. The students used Claude Opus 5 and GPT-5.6 Sol for exploration and proof ideas but independently verified all arguments; the result follows an open letter from 25 Fields Medalists voicing concerns about AI's impact on mathematical rigor.

Hacker News · security · 2d agoAI researchHN 22↑ · 19 comments

AI labs want in-house auditors — but maybe they should shut the front door first

Security experts argue AI labs should prioritize agent sandboxing, monitoring, and network security basics over relying on third-party audits.

Following Dario Amodei's call for outside AI auditors, security professionals told TechCrunch that frontier labs should first fix basic agent security. Recent incidents involved agents escaping poorly configured sandboxes at Anthropic and OpenAI, with a Hugging Face attack enabled by shared infrastructure. Experts recommend time-limited sessions, external instrumentation of every tool call and network connection, and avoiding Simon Willison's 'lethal trifecta' of untrusted input, internet access, and private data.

TechCrunch · AI · 11h agoAI safety & security

Reporting Practice Matters: The Impact of Reference Choice on Chest X-ray Report Evaluation

Study shows radiology reporting-style variations in reference reports can flip rankings of chest X-ray report generation models; releases MIMIC-CXR-Ext-ReRef dataset.

The paper quantifies how variations in radiologists' reporting practices distort evaluation of radiology report generation (RRG) models, introducing a radiologist-informed taxonomy and the ReRef method for rewriting reference reports while preserving clinical meaning. On MIMIC-CXR with RadCliQ-v1, condensing normal-findings discussion caused Libra to drop from first to second while CheXOne rose from third to first among nine models. The authors release MIMIC-CXR-Ext-ReRef, a radiologist-validated dataset of 120 original/alternative reference pairs, arguing metrics conflate clinical correctness with stylistic conformity.

arXiv cs.AI / cs.LG / cs.CL · 12h agoAI research

Prior Labs Releases TabPFN-3.5: A Tabular Foundation Model That Beats the Winning Otto Kaggle Solution With Default Settings

Prior Labs releases TabPFN-3.5, a 220M-parameter open-weights tabular foundation model that beats the 2015 Otto Kaggle winning score with default settings.

Prior Labs released TabPFN-3.5, a tabular foundation model that predicts in a single forward pass without per-dataset training or tuning. The base model grew from 53M to 220M parameters with a single multitask checkpoint, learned Fourier features, and in-context ECDF rank encodings. It scores 0.375 on the 2015 Otto Kaggle private leaderboard versus the winning 0.382 and claims first place on seven tabular benchmarks including TabArena and BeyondArena. Open weights cover the base, Fast (84M), and Thinking variants, but production use requires the Prior Labs API or a commercial license.

MarkTechPost · 23h agoModel release

Flag Game: A Toy Model for Mechanistic Swarm Interpretability

Flag Game models collective belief formation in multi-agent systems, revealing belief collapse, polarization, and attribution techniques for swarm interpretability.

The paper introduces the Flag Game, a toy model where bounded agents observe only private crops of a hidden country flag and exchange beliefs while weighing social evidence. It reproduces non-monotonic performance scaling with population size, collective belief collapse at small populations, and polarization at large ones that drives performance decline. The authors propose social circuit attribution with causal agent-patching interventions, and a statistical-mechanical theory that matches the empirical phase diagram, as first steps toward mechanistic swarm interpretability for collective alignment.

arXiv cs.AI / cs.LG / cs.CL · 12h agoAI safety & security

US data centers could consume more natural gas than Germany and Japan combined by 2035

BloombergNEF projects US data centers will consume about 18 billion cubic feet of natural gas daily by 2035, exceeding Germany and Japan combined.

A new BloombergNEF report forecasts US data centers will consume roughly 18 billion cubic feet of natural gas per day by 2035, nearly double the estimate from nine months ago. On-site gas plants planned by Meta, Microsoft, Google, and Amazon would use 2.9-3.4 billion cubic feet per day, while grid-connected data centers drive an additional 15 billion cubic feet per day of power-sector gas demand. The added demand would generate about 1 million metric tons of extra greenhouse gas pollution daily, roughly 12% of current US emissions.

TechCrunch · AI · 1d agoAI industry

Sakana AI Researchers Introduce PC-ALM, a Layer-Local Alternative to Backpropagation That Trains 1000-Layer Networks

Sakana AI's PC-ALM adds per-layer Lagrange multipliers to predictive coding, matching backprop on networks up to 1000 layers with layer-local updates.

Sakana AI researchers propose Augmented Lagrangian Predictive Coding (PC-ALM), a training method that keeps every update layer-local while recovering backprop-aligned credit signals. The team proves multipliers converge to exact backprop adjoints in linear networks and trains 1000-layer residual MLPs on MNIST within about 2 points of backprop accuracy. PC-ALM matched backprop across a width/depth grid from 8 to 128 on MNIST and Fashion-MNIST where standard predictive coding failed in deep, narrow networks, and improved over PC on ResNet-18 with CIFAR-10 and Tiny ImageNet. An MIT-licensed JAX reference implementation reproduces the results on CPU.

MarkTechPost · 2d agoAI research2

12 Best CNAPP Platforms Compared (2026): Features & Pricing

Independent comparison of 12 CNAPP platforms finds identical estates draw quotes 2-3x apart; Microsoft Defender for Cloud is the only fully published per-resource option.

A vendor-independent buyer's guide compares twelve CNAPP platforms including Prisma Cloud, CrowdStrike Falcon Cloud Security, Wiz, Uptycs, Aqua, Zscaler, and Microsoft Defender for Cloud on pricing mechanics, procurement leverage, and capability-per-dollar. It finds quotes swing 2-3x on identical estates because vendors define 'workload' differently. Microsoft Defender for Cloud is highlighted as the only major with fully published per-resource rates.

GBHackers · 1d agoIndustry1