翻訳待ち：It’s Nvidia’s world. We just live in it

AI サービスが一時的に利用できないため、復旧後に翻訳を補完します。

The artificial intelligence juggernaut kept cruising along this week thanks to big earnings results from Nvidia — and even Salesforce, the supposed epicenter of the SaaSpocalypse. Nvidia not only beat all expectations for revenue, CEO Jensen Huang (pictured) indicated it’s going to be capacity-constrained for awhile longer, which certainly indicates no diminution of demand. Likewise the interest of investors, who bid the stock up almost 9% Thursday. Indeed, the AI chip giant has a huge looming opportunity as AI moves out to the network edge. And it’s putting all that money to use, fast. This week came the report that it’s possibly buying AI code hosting firm Hugging Face to capture another level of the AI stack, reportedly investing big in Perplexity, teaming with Cisco Systems on even bigger rack-scale AI data centers, announcing new robotics hardware, an inference accelerator chip to speed AI agents… you get the idea. Meanwhile, it looks like AI’s not going to end software-as-a-service anytime soon. Salesforce’s stock rocketed almost 23% Thursday as it crushed earnings expectations, surely a boost ahead of its Dreamforce conference next month. Workday did pretty well too, though investors weren’t that impressed. For all that, AI anxiety only seems to intensify every week. OpenAI CEO Sam Altman himself said he thinks control of AI is concentrated in too few hands, two of which of course are his. None other than Bill Gates is worried too about AI’s impact on humanity, he explained in a 6,000-word manifesto. It probably didn’t help that OpenAI and about a hundred other companies warned that AI-driven cyberattacks are about to explode before we’re ready to counter them. No wonder all this has Big Tech scrambling to limit the damage, in particular the surprisingly loud opposition across political parties — imagine that in this day and age — to AI data centers. Big Tech may have another worry to contend with too. Meta Platforms settled charges that it addicted kids to social media by paying an $18 billion fine — large but not especially onerous paid over 10 years. But this won’t end with Meta. Next week there’s another spate of key hardware, software and cybersecurity earnings reports from Dell, Broadcom, HPE, Snowflake, UiPath, MongoDB, Palo Alto Networks, Zscaler and more, all shedding more light on the AI bubble buildout. The fall conference season also gets underway next week with both VMware Explore and CrowdStrike Fal.Con, both in Las Vegas starting Monday. Here’s all of this week’s enterprise and emerging tech news and analysis from SiliconANGLE and beyond: Analysis, opinion and food for thought: AI anxiety Breaking Analysis: From tokenmaxxing to sovereign alpha: Who controls your AI economics? Sam Altman voices fears that control of AI could be centered in too few hands So does Bill Gates, who calls for government regulation: Bill Gates issues stark warning about AI and the future of humanity Perhaps good to take someone like Gates seriously. Andy Masley thinks the furor over is about … data centers themselves, not anger at Big Tech or AI. I’m still not so sure the latter isn’t the bigger factor. Though this is a well-reasoned piece, I still see and hear a lot of anti-AI sentiment for which data centers are the most conveniently tangible target, one that has not drawn significant opposition until the AI buildout. To wit, per the Wall Street Journal: Inside Big Tech’s frantic race to quell the growing backlash to AI Why every AI agent needs an org chart AI and data: It’s Nvidia’s world… Money matters Nvidia reportedly acquires AI project hosting platform Hugging Face for $12.9B That seemed to come together fast, given reports just a few days earlier: Report: AI model hub Hugging Face exploring sale at $13B valuation AWS buys DuckLabs to bring DuckDB’s embeddable analytics to more enterprises Nvidia reportedly eyes another investment in Perplexity AI at a $30B valuation Valor, Point72 back General Intuition at $6B valuation as AI startup pushes into robotics (per TechCrunch) Consumer-focused AI assistant startup Instinct reportedly raising $250M Robotics AI startup Generalist reportedly raises $200M Major record labels, AMD back $76M round for Stability AI Deep Cogito raises $43M to develop self-improving AI models Liner raises $36.1M to take its evidence-first AI search to enterprise customers Agentic web search infrastructure startup Keenable raises $26M New models and services Nobody knows who built AI coding model Ox Alpha or where the code goes Mystery solved: Z.ai open-sources ‘Ox Alpha’ model as GLM-5.3-Flash Perplexity AI launches Portable Computer on-device AI agent Glean unveils Tau desktop workspace, claims token-cost edge over Claude Anthropic updates Claude’s memory to enhance customization and protect sensitive topics Anthropic previews MHS standard for AI agents that operate machines Harness tackles influx of agent-delivered code with Code Repository and AI Code Review Thomson Reuters launches proprietary AI model for legal work Plaud unveils wearable earbuds with built-in agentic AI interface Ropedia launches next-gen wearable capture device for robotic AI training data Physical AI’s moment has arrived – but moving from demo to deployment is the hard part. AWS wants to fix that Policy Trump defends AI data center buildout amid pushback Around the enterprise: … we just live in it New products and services Cisco and Nvidia boost the AI factory: Cisco expands rack-scale secure AI factory infrastructure for neocloud and sovereign clouds AI factories enter the execution era as Cisco and Nvidia push rack-scale systems into production John and Zeus sum it all up: The network becomes the computer as Cisco and Nvidia accelerate AI factory rack-scale Democratizing the AI data center: How Cisco and Nvidia are bringing rack-scale power to the enterprise Plus exclusive interviews from theCUBE: Cisco and Nvidia take AI factories from rack to runtime Nvidia and Cisco push the enterprise AI factory into the rack-scale era As if Nvidia weren’t doing enough already, there’s more this week: Nvidia doubles compute for entry-level edge robotics with Jetson Orin Nano 2 Nvidia’s dedicated inference accelerator Groq 3 LPX enters full production to supercharge AI agents Apple refreshes Mac mini, Mac Studio lineups with new chips IBM is developing a dual-architecture chip to run Arm-native AI apps on Z mainframes and Linux servers Nutanix expands cloud platform with controls for agentic AI Tempo launches Workforce Intelligence to tie AI spend to Jira work items Money matters Lambda is raising up to $3B before an IPO, months after borrowing $917M for chips (per Bloomberg) Navitas Semiconductor acquires power management firm Claros for $232.8M Never mind: Stripe and Advent abandoned their $50 billion pursuit of PayPal Data center power startup Emerald AI raises $150M at $1.05B valuation Quintessent bags $40M to develop lasers for AI clusters Workplace fraud monitoring startup Yardstik raises $30M to help employers keep tabs on their staff Agentic web search infrastructure startup Keenable raises $26M Runable raises $21M to realize small businesses’ growth vision using AI agents Chip software automation startup Embedd raises $2.7M Earnings: Nvidia doubles its revenue as demand for AI chips accelerate despite bubble fears Analysis from John Furrier: Nvidia’s next multibillion-dollar market: Breaking the AI factory out of the data center And from Zeus Kerravala: Five thoughts on Nvidia’s quarter — and what it means for enterprise IT buyers Salesforce scoffs at SaaSpocalypse fears with a crushing earnings beat Workday posts strong earnings and revenue amid rapid uptake of its AI agents Autodesk shares fall despite Q2 beat as cash flow guidance narrows CrowdStrike and Okta shares jump on second-quarter beats and raised outlooks Rubrik shares drop on raised outlook as SentinelOne slides on profit guide After posting a solid earnings beat, Elastic’s stock bounces higher in extended trading Everpure beats on growth, raises outlook Zoom falls 6% as soft Q3 profit guidance overshadows double beat Box earnings match, revenue tops estimates PagerDuty beats Q2 estimates but stock dips on modest guidance Nutanix tops estimates as external storage growth helps counter hardware squeeze HP beats on earnings and revenue but PC unit slump sinks the stock Marvell’s stock sinks despite earnings beat and strong guidance Synopsys slides even as it boosts full-year guidance on back of strong Q3 results Policy Meta settles closely watched social media addiction lawsuit for $18B Cyber beat: The AI cyberattack explosion is nigh Attack & response OpenAI, Anthropic and 100-plus firms warn AI attacks are about to explode Nvidia NemoClaw flaw let attackers poison the model behind a developer’s AI agent Fake Codex installer tricks Mac users into pasting malware, Cato finds AWS patches SDK flaw that turned a region field into credential theft New services Sonar launches Hunter Agent to find flaws code scanners can’t see Exclusive: Mate Security launches Gamebooks to govern how AI agents run investigations Nucleus Security launches Helix, an AI engine for exposure management Heelr launches marketplace for identity-verified cybersecurity experts Money matters Socure raises $156M at $5.2B valuation and acquires AI startup Fravity Alice raises $140M as its AI security business grows more than 500% Vulnerability-free container image startup Echo acquires Minimus Elsewhere in tech: Going autonomous Gatik raises $200M to grow driverless fleet past 100 trucks this year Autonomous drone intercept startup Mara raises $7M to secure the modern battlefield Comings and goings Thinking Machines Lab co-founder Barret Zoph has rejoined Google as VP of research. Anaconda, an open-source software distribution for Python, named Stewart Grierson from Sumo Logic its chief financial officer. Domino Data Lab appointed former Chief Operating Officer Thomas Robinson as CEO, as co-founder and former CEO Nick Elprin becomes chairman and chief product officer. MedScout, which calls itself the commercial engine for medtech, named Chris Edwards chief operating officer, Cassie Sixt VP of customer success and Mark Isham VP of engineering.