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[AINews] Poolside gets $12B reverse-execuhire to NVIDIA; founders stay for $1B, employees go for $6B, Infraco scaling to 7GW neocloud

NVIDIA struck a $12B deal with AI coding startup Poolside, licensing its Model Factory and hiring 109 of its technical employees.

NVIDIA spent roughly $12B in an unusual reverse-execuhire of Poolside, licensing the company's Model Factory while hiring 109 of its ~115 technical staff; founders retain a $1B stake and employees receive about $6B. Poolside had raced to raise $2B to fund a 40,000 GB300 cluster after missing a six-week funding window, and founders argue frontier-scale training now requires an order of magnitude more compute plus contracted data center space. An infrastructure arm spun out in January 2026 is scaling toward 7GW as a neocloud. The newsletter also recaps OpenAI and Anthropic agent-platform releases.

Latent Space · 26d agoAI industry

[AINews] Hot Chips: OpenAI’s Jalapeño, Cerebras CS-5, Groq 3 LPX, Apple M6

OpenAI unveiled Jalapeno custom inference chip claiming 1.5-1.9x better perf-per-watt than NVIDIA GB200/GB300, deploying in-house by year-end.

At the 37th Hot Chips conference, OpenAI published first benchmark details for its custom Jalapeno inference chip, claiming 1.5-1.9x more work per watt, 1.7-3.6x lower end-to-end latency, and 2.1-4.1x higher interactive-workload performance versus NVIDIA GB200/GB300, with the 700W-rated part staying at or below 550W in tests. Deployment into OpenAI's own infrastructure begins by year-end, with Gen 2 deep in development and Gen 3 underway. OpenAI also said GPT-Astra and Codex helped write low-level kernels, reportedly 1.5-1.8x faster than human-expert code for selected attention and MoE blocks. Cerebras CS-5, Groq 3 LPX and Apple M6 were also featured at the conference.

Latent Space · 20d agoAI industry

Cortex XDR™ Detects New Phishing Campaign Installing NetSupport Manager RAT

Cortex XDR threat hunters uncovered a phishing campaign delivering the NetSupport Manager RAT via a fake password-protected NortonLifelock Word document.

Unit 42 identified a January 2020 phishing campaign using a Microsoft Word document disguised as a password-protected NortonLifelock file. Enabling macros triggered an obfuscated command that built alpaca.bat in the temp directory, which used msiexec to download an MSI payload from quickwaysignstx.com, filtered on the Windows Installer user-agent string. The payload installed a PowerShell script and the campaign, which has delivered NetSupport Manager RAT since at least 2018, showed related activity dating back to early November 2019.

Palo Alto Unit 42 · Aug 17, 2026Phishing & fraud in the wild1

How much of F-Droid is LLM generated?

A FOSS maintainer manually graded 102 F-Droid apps from the September 12, 2026 update batch, finding many show signs of LLM-generated code.

A student and FOSS app maintainer reviewed 102 apps pushed to F-Droid on September 12, 2026, assigning each a three-tier rating for likelihood of LLM-authored code (mostly AI >50%, hard to say/mostly human, no signs of AI). The heuristic relies on commit aesthetics, README and branding style, and the presence of agentic infrastructure like Claude Code or Codex, which automatically places an app in the 'mostly AI' tier. Example ratings include Amber (Nostr event signer) as mostly AI, and Aria for Misskey as showing no AI signs. The author stresses reliable detection of LLM-generated code from text alone is impossible, so ratings are approximate.