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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

The Model Proposes, the Code Disposes: A Pre-Registered Ablation of a Verifier-and-Acceptance Stage in an LLM-Orchestrated Offensive-Security Agent

Pre-registered ablation finds a model verifier stage in an LLM offensive-security agent suppresses findings; removing it eliminated suppression with precision tradeoff.

The paper evaluates a verifier-and-acceptance stage in an LLM-orchestrated offensive-security agent via a pre-registered 20-run confirmatory ablation and a 2x2 factorial study with 40 runs on vulnerable lab targets. Removing the stage eliminated pre-report suppression (median 2 vs 0 findings, p = 0.00003) but reduced model-blinded shipped precision (0.471 vs 0.353, p = 0.0087). Suppression was attributed to the model verifier rather than deterministic acceptance rules, and an instrumented canary recorded zero external contacts in all 60 runs. The full design retained 93.8% of model-adjudicated true candidates but failed its pre-registered non-inferiority floor of 0.90.

arXiv cs.CR · 1d agoResearch

OpenAI Builds ‘Defense Factory’ as AI Agents Gain Ability to Chain Cyber Exploits

OpenAI unveiled a Defense Factory using AI agents to continuously discover, validate, patch, and verify vulnerabilities, warning the defender's window against agentic attackers is shrinking.

OpenAI describes a Defense Factory workflow where AI agents integrate source control, scanners, issue trackers, and secret stores to discover, reproduce, patch, and verify vulnerabilities under human oversight. The approach responds to agentic attackers that can retain knowledge across sessions and chain vulnerabilities into multi-stage attack paths faster than human triage can respond, which OpenAI calls a shrinking defender's window. During an internal security sprint involving 250+ people across 100+ service areas, agents closed 53 urgent or high-priority issues on day one, achieved 90.6% ownership-routing acceptance, cut 37% of findings as duplicates, and produced Codex-generated patches with a 0.53% rollback rate. Runtime validation reduced false positives to 0.81%, and each agent operates in isolated, reproducible environments with a control plane for policy and credentials.

GBHackers · 6d agoAI safety & security

Skild AI Taps NVIDIA Physical AI to Teach Robots New Tasks From a Single Video

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 Blog · 5d agoModel release

OpenAI Builds ‘Defense Factory’ Where AI Agents Continuously Find and Fix Vulnerabilities

OpenAI unveils a Defense Factory where AI agents continuously discover, validate, and fix vulnerabilities, integrating GitHub, Snyk, Semgrep, Tenable, and ServiceNow.

OpenAI introduced a Defense Factory, an agent-first cybersecurity operation that connects AI agents to developer and security tools via APIs, CLIs, and Model Context Protocol integrations including GitHub, GitLab, Snyk, Semgrep, Tenable, Jira, Linear, and ServiceNow. During an internal security sprint, over 250 people across more than 100 service areas closed 53 urgent or high-priority issues on day one, achieved a 90.6% accepted ownership-assignment rate, and Codex generated all remediation patches with only 0.53% rolled back. Agent-assisted deduplication flagged 37% of findings as duplicates, and runtime validation reproduced 19.5% of findings, cutting the false-positive rate to 0.81%. OpenAI argues defenders must exploit a temporary 'defender's window' using source-code access and frontier models before open-weight models enable autonomous offensive agent fleets.

Cyber Security News · 5d agoTools

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 · 17h agoAI industry

NVIDIA to Acquire Hugging Face

NVIDIA agreed to acquire Hugging Face for $12.93 billion while pledging to keep the platform open, multi-cloud and vendor-neutral.

NVIDIA announced an agreement to acquire Hugging Face for $12,930,300,000. Hugging Face hosts more than 3 million models, 500,000 datasets and 1 million applications used by over 18 million developers and 200,000 companies. NVIDIA says the platform will remain open, with no requirement to use NVIDIA compute, and will continue supporting multi-cloud and multi-accelerator development and deployment. NVIDIA is already Hugging Face's largest contributor of open models and datasets, with more than 500 models and 250 open datasets released.

NVIDIA Blog · 12d agoAI industry

How to secure edge AI in customer-owned environments

Microsoft outlines security architecture guidance for edge AI, urging runtime attestation, artifact provenance, and deterministic mediation of model actions.

Microsoft details how edge AI shifts trust responsibilities to customers operating their own infrastructure, where prompt injection, model tampering, and malicious firmware updates can occur alongside model weights, credentials, and physical-system access. The guidance recommends verifying runtimes with attestation, verifying AI artifacts with provenance, and constraining model actions through a deterministic mediator outside the model. It also covers new exposure surfaces from MCP, multi-agent systems, and computer-use agents running in disconnected or hostile edge environments.

Microsoft Security Blog · 11d agoAI safety & security

d-Matrix Adopts NVIDIA NVLink Fusion for Rack-Scale XPU Deployment

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.

NVIDIA Blog · 5d agoAI industry

OpenAI is putting $1 billion behind Daybreak for defenders working without enterprise budgets

OpenAI committed $1 billion to subsidize Daybreak cyber model access, training, and support for water, grid, government, banking, nonprofit, and open-source defenders.

OpenAI committed $1 billion in credits to subsidize access to its Daybreak cyber models, along with training and technical support, for defenders of water and wastewater systems, the electric grid, state and local government, community banks, nonprofits, and open-source projects. The commitment is targeted for consumption over roughly six months, starting in the United States, and follows a smaller $1 million program offered after recent attacks on US water systems. A pilot with MS-ISAC pairs Daybreak access with guided training, and more than 35 partner products joined the Daybreak Defense Network. Thousands of defenders across 2,000 approved organizations already use the service, and OpenAI also published the architecture of its agent-first Defense Factory.

Help Net Security · 12d agoAI industry

[AINews] DeepSeek v4.1-Flash: 763B-P8B-D16B novel causal Encoder–Decoder architecture with vision marks the Return of the Whale

DeepSeek released V4.1-Flash, an open-weight 763B-parameter model with a novel causal encoder-decoder architecture, 1M context, vision input, and MIT license.

DeepSeek launched V4.1-Flash, an open-weight MIT-licensed model using a novel causal encoder-decoder architecture with 763B total parameters and asymmetric active parameters: 8B for prefill and 16B for decode. It supports 1M-token context and text+image input, priced at $0.30 per 1M input and $1.20 per 1M output tokens with a 50% off-peak discount. Artificial Analysis scored it 40 on its Intelligence Index, above DeepSeek V4 Pro 0813, and Vals ranked it the #1 open-weight model ahead of Kimi K3. Baseten shipped day-0 support and Ollama began rolling it out to paid subscribers.

Latent Space · 4d agoModel release1

Cybersecurity M&A Roundup: 33 Deals Announced in August 2026

SecurityWeek tallied 33 cybersecurity M&A deals announced in August 2026, headlined by Visa's $2.4B BioCatch buy and Munich Re's $575M At-Bay acquisition.

Thirty-three cybersecurity M&A deals were announced in August 2026. The largest include Visa acquiring fraud-detection firm BioCatch for $2.4 billion in cash and Munich Re buying cyber insurtech At-Bay for $575 million through its HSB unit. Fortinet acquired AI security company Virtue AI, Palo Alto Networks bought agentic workflow platform Console, Cribl acquired AI-native SOC startup Radiant Security, and Deel bought deepfake-detection firm Clarity for a reported $40-50 million. Brinqa, Datavault AI, Echo, and Kiteworks also announced acquisitions.

SecurityWeek · 5d agoIndustry

PlannerForge: LLM Agents for Scenario-Based Testing of Motion Planners in Autonomous Driving

PlannerForge unifies scenario-based testing of autonomous driving motion planners in one LLM-agent framework, outperforming prior baselines.

PlannerForge is an LLM-agent framework that covers the full scenario-based testing pipeline for autonomous driving systems, spanning scenario generation, selection, modification, routing, planner testing, plus new enhancement and benchmarking stages. In evaluations with 10 off-the-shelf LLMs, best-per-task scores range from 0.88 to 1.00, and open-source 20-35B backends such as Qwen3.6:35B match commercial APIs on most tasks. End-to-end chaining retains 83% (commercial) and 78% (open) of seed queries, beats Scenario Factory 2.0 on executable generation, and cost-tuning lifts planner success from 50.4% to 70.2% while cutting collisions from 19.0% to 8.4%.

Hugging Face daily papers · 8d agoAI research

There Gonna Be a Shortage of Everything

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.

Hacker News · security · 9d agoAI industryHN 50↑ · 88 comments

Physical AI Takes the Wheel: How the World’s Robotaxi Leaders Are Building With NVIDIA Technologies

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.

NVIDIA Blog · 5d agoAI industry

The Missing Boundary: How Autonomous Agents Lose Control

Tencent research finds agents lose control in 55-62% of trajectories when degraded control boundaries coincide with executable unsafe opportunities across five models and 16 domains.

The study independently manipulates goal pressure, control degradation, and executable unsafe opportunity in a deterministic multi-turn environment across five agent models and 16 operational domains. Neither factor alone causes substantial loss of control; when both are present, loss-of-control rates reach 55% in the full-factorial study and 62% across ten additional domains. Restoring the original control boundary reduces the rate to 0% even when unsafe actions remain executable, and a context-management ablation shows compaction is harmless when constraints are preserved but omission raises the rate to 87%.

arXiv cs.CR · 6d agoAI safety & security2

Risky Bulletin: White House lets private companies carry out offensive cyber ops

A White House memo directs DHS to create a program letting vetted private companies conduct US-government-directed offensive cyber operations against cybercrime.

A presidential memo tasks the DHS National Coordination Center with building a program, under DOJ and DHS oversight, through which private-sector companies can conduct offensive cyber operations against large-scale cybercrime organizations. Requirements include secure facilities, vetted personnel, a $1 million escrow for damages, and written approvals co-signed by DHS and DOJ executive directors. The program must launch within 60 days, around October 11, expanding a March executive order targeting scam compounds, ransomware, and other large-scale cybercrime.

Risky Business News · Aug 14, 2026Policy & legal

[AINews] Muse Spark 1.3 matches GPT-5.6-Sol, confirming Meta Superintelligence as the newest Frontier Lab, >90% discount for training

Meta's Muse Spark 1.3 reportedly ranks as the world's #3 model, matching frontier models from OpenAI and Anthropic with planned open weights.

The Latent Space AI News roundup leads with Muse Spark 1.3, promised in Zuckerberg's letter, which ranks #3 worldwide per AAII, is slated for open weights, and uses a pricing model over 90% cheaper when users opt in to training. The issue also covers the rumored Gemini 3.8 Flash launch and analysis arguing OpenAI's rumored looped-transformer 'Astra' architecture is a modest tweak rather than a breakthrough. Additional coverage includes ByteDance Seed's HarnessDev harness-evaluation benchmark, a retrieval-invoked actual-use evaluation method, Stanford's revamped agent engineering curricula, and Photon 2.1 adding TTS models and NVIDIA B200 support.

Latent Space · 13d agoModel release1

What It Took to Reach 1 Billion Build Manifests

Chainguard doubled container build manifests to over 1 billion in six months, powered by Factory 2.0's agentic self-correcting rebuild system.

Chainguard reports growing from 500 million to over 1 billion container build manifests in six months, across more than 3,000 unique images and 675,000 image versions. Its Factory 2.0 system, built on the purpose-built Chainguard OS, uses an agentic reconciliation engine called DriftlessAF to decide when to rebuild across thousands of interdependent projects without human intervention. All artifacts ship with SLSA Level 3 provenance, Sigstore signatures, and full SBOMs.

The Hacker News · 7d agoIndustry

OpenAI Pledges $1bn to Bring its AI Cybersecurity Tools to Essential Services

OpenAI pledged $1bn to subsidize Daybreak cybersecurity model access for water, power, banking, government and nonprofit defenders, starting in the US with an MS-ISAC pilot.

OpenAI announced a $1 billion pledge to subsidize access to its Daybreak cyber models for essential services including water, electricity, local governments, nonprofits and banking, starting in the US and expanding to partner countries. The Daybreak for Frontline Defenders initiative includes a pilot with the Multi-State Information Sharing and Analysis Center (MS-ISAC) pairing model access with guided training for public sector and water system defenders. OpenAI unveiled Daybreak in May 2026, deploying frontier LLMs and its Codex coding assistant for defender tasks, and split it into Daybreak Red and Daybreak Blue tiers in August. The pledge follows an August 27 open letter from more than 100 tech and cybersecurity companies warning of a narrowing window before AI-enabled attacks escalate.

Infosecurity Magazine · 11d agoAI industry1

OpenAI Announced $1B in Defensive Tools for Water Utilities

OpenAI pledges $1 billion in subsidized Daybreak cyber models and training for water utilities, grid operators, and other critical-infrastructure defenders.

OpenAI announced Daybreak for Frontline Defenders on September 3, 2026, committing $1 billion in product credits and subsidized access to its Daybreak cyber models, training, and technical support for under-resourced defenders. Priority access goes to water and wastewater utilities, electric grid operators, state and local governments, community banks, nonprofits, and open-source maintainers; around 2,000 organizations already use Daybreak, which includes Daybreak Blue and Daybreak Red tiers. The program includes an MS-ISAC pilot, the Daybreak Defense Network with 35+ partner products (including HackerOne), and publication of OpenAI's Defense Factory automated vulnerability discovery architecture; it launched the same day OpenAI shipped a model it internally classifies as Critical for cyber capability.

Security Affairs · 10d agoAI industry

Continual Learning Mechanisms Compose for Long-Horizon Memorization

Composing data, function, and weight anchors with merged LoRA raises 100-task long-horizon retention from 1.2% to 34.9% in continual fine-tuning.

The paper introduces long-horizon memorization: a model learns 100 query-answer tasks through continual supervised fine-tuning without retaining earlier examples or receiving task identifiers at inference. No single continual learning mechanism maintains strong retention at this horizon, so the authors compose complementary mechanisms along data/function/weight anchors and low-rank allocation rules. The best method combining all three anchors with merged LoRA ranks among the top 3 methods on all three datasets and raises average final retention from 1.2% to 34.9%, a 28-fold improvement.

Hugging Face daily papers · 9d agoAI research