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OpenAI battles Anthropic for model supremacy, AI chips stay hot, and California passes landmark AI safety bill
It’s funny how many tech leaders want government to get out of their way, until, oh right, they need government services to keep things running smoothly. The government shutdown could have big impacts throughout tech, from cybersecurity to artificial intelligence.
Anthropic and OpenAI continue to battle tooth and nail with new AI models. Ain’t competition great! Anthropic claims Claude Sonnet 4.5 is the fastest coding model, but OpenAI’s Sora 2 video model has some issues: NSFW and copyrighted images. Do they really think it’s OK just to rip off copyright holders? Move fast and break things went out a decade ago, guys, and AI’s hotness seems unlikely to save you from successful lawsuits.
Meantime, Mira Murati’s Thinking Machines debuted its first product, a model fine-tuning service called Tinker.
UiPath is betting big on agents, hoping to provide a stable path for its enterprise customer base to move quickly into agentic AI.
Google introduced a raft of new devices featuring a Gemini chatbot that is getting good reviews, as Amazon also debuted new Echo and other devices with Alexa+.
Microsoft is pitching “vibe working,” which hopefully won’t mean more workslop, but if I can make spreadsheets and PowerPoints more easily, I’m game.
Infrastructure remains a hot investment area, as Cerebras raised $1.1 billion, Meta spent $14.2 billion on CoreWeave infra and reportedly is buying chipmaker Rivos, and AI cloud provider Nscale raised an additional $433 million on top of the $1.1 billion it raised the previous week.
Microsoft CEO Satya Nadella shuffled executive row so he can focus more on AI, but he’s not going anywhere — move along, no succession plan to see here, the company says.
California Governor Gavin Newsom signed a potentially influential AI safety law.
Venture capital fundraising remains in a slump, though a little less so thanks to massive AI investments. But elsewhere on the finance front, get a load of that Electronics Arts deal, at $55 billion the largest private-equity buyout ever. And more IPOs are coming, such as German AI translation software provider DeepL.
Event season will shift into overdrive in mid-October with conferences by Oracle, Salesforce and the Open Compute Project.
Here’s all the news and analysis in enterprise and emerging tech news this week from SiliconANGLE and beyond:
AI and data: OpenAI vs. Anthropic
Food for thought
Anthropic, surveillance and the next frontier of AI privacy
The risks of random acts of automation in today’s workplace and the dangers of removing humans from it
Why your agentic AI strategy is backwards (and how to fix it)
AI skeptic Ed Zitron has another opus worth reading, even if you’re not an AI doomer: The case against generative AI
The numbers may not add up either, and then? This is how the AI bubble will pop Even Amazon’s Jeff Bezos says AI, for all its real promise, could be a bubble.
Evaluating the Impact of AI on the Labor Market: Current State of Affairs: TL;DR: Not much yet.
Policy
California Governor Gavin Newsom signs landmark AI safety bill into law
Money matters
AI delivers record share of venture deal value in third quarter as fundraising slump continues
OpenAI insiders reportedly sold $6.6B worth of shares at a $500B valuation
AI translation startup DeepL reportedly weighing $5B IPO
Harness acquires Qwiet AI to bring vulnerability detection into DevOps workflows
Report: Fivetran in talks with dbt Labs over multibillion-dollar big-data merger
Periodic Labs raises $300M to accelerate scientific research with AI
Vercel grabs $300M in late-stage funding to fuel its AI pivot
Marissa Mayer is dissolving her Sunshine Startup Lab, selling assets to Dazzle, a new AI firm she founded (per Wired)
Eve raises $103M to make law firms more efficient with AI
PostgreSQL database specialist Supabase snags $100M in funding
AI startup DualEntry aims to rip out legacy ERP software after raising $90M in funding
Vibe-coding startup Anything nabs a $100M valuation after hitting $2M ARR in its first two weeks (per TechCrunch)
Databricks acquires Mooncake, an early-stage startup focused on bridging PostgreSQL with lakehouse formats, for an undisclosed sum
Assort Health raises $76M to deliver AI agents for healthcare
AI startup Axiom gets $64M to develop new knowledge with advanced mathematics
Mondoo raises $17.5M to fix software vulnerabilities with AI agents
AI communications compliance startup Umony lands $15M in early funding
Datawizz raises $12.5M to cut AI costs by routing smaller, smarter models
Lunos AI launches with $5M to automate accounts receivable using AI agents
New models and services
Anthropic sets AI coding record with new flagship Claude Sonnet 4.5 model
OpenAI introduces new Sora 2 video generator and Sora social app
OpenAI adds Instant Checkout shopping feature to ChatGPT
Coverage from UiPath Forward:
UiPath expands agentic platform with orchestration, development and governance tools
AI orchestration is where pilots meet production, says UiPath CEO
AI inference boom sparks wave of global data center expansion
Analysis of the UiPath Forward keynote from theCUBE Research: Automation foundation is key to turning AI pilots into ROI: UiPath Fusion insights from theCUBE
IBM releases Granite 4 series of Mamba-Transformer language models
Thinking Machines launches Tinker language model fine-tuning service
Meta will start mining AI chatbot conversations to target users with ads and content
Google debuts Gemini for Home and new smart home devices
Snowflake’s first industry-specific AI suite targets financial services
Microsoft wants everyone to start ‘vibe working’ with AI agents in Excel and Word
Cisco positions itself for the next era of AI at WebexOne
Salesforce launches new AI data governance features, Agentforce Vibes coding tool
Neo4j Launches agent builder, MCP server and startup program backed by $100M investment
EigenCloud launches platform for ‘verifiable’ AI infrastructure
NBA and AWS partner to enhance fan experiences with AI
Slack expands AI developer tools to support context-aware apps and agents
ServiceNow’s new AI Experience puts agentic automation at the fingertips of every office worker
IndagoAI launches tools that measure the reliability of AI-generated research
Dataminr expands Intel Agents to bring agentic AI into the physical world
HPE tees up the technology for the first AI-enabled Ryder Cup
Shortcut debuts Korey, bringing AI orchestration to product management
Stravito gets conversational with AI Personas that surface richer insights from market research
Alation launches Agent Builder to bring enterprise-grade AI agents to structured data
OutSystems brings Agent Workbench to general availability for intelligent agent development
Walmart bets on AI agents to rewire developer workflows
Bonterra Que brings agentic AI to nonprofits for smarter fundraising and grant management
There’s even more AI and big data news on SiliconANGLE
Around the enterprise: Hot chips
Money matters
Meta strikes expanded $14.2B AI infrastructure deal with CoreWeave
Cerebras secures $1.1B at $8.1B valuation to fuel US AI infrastructure leadership … so…
Wafer-scale chip startup Cerebras withdraws IPO filing after $1.1B round
AI cloud provider Nscale raises $433M more less than week after $1.1M round
Meta reportedly acquires startup Rivos to accelerate work on its in-house AI chips
Report: Intel holds talks with AMD about manufacturing its chips
Marigold sells enterprise business to Zeta Global in deal worth up to $325M
South Korean AI chip startup Rebellions raises $250M from Arm and Samsung Ventures
Modal Labs raises $80M to simplify cloud AI infrastructure with programmable building blocks
Alvys gets $40M in funding to reinvent transportation management with AI automation
Progress Software earnings beat by 20 cents, revenue topped estimates
Advice
How infrastructure and IT operations leaders can develop a strategy for success in 2026
We have lots more news on cloud, infrastructure and apps
Cyber beat: Botnets get smarter
Attack & response
Botnets are getting smarter and more dangerous
‘Gemini Trifecta’ vulnerabilities in Google AI highlight risks of indirect prompt injection
Clop-linked hackers claim Oracle E-Business Suite data theft in high-stakes extortion push
New services
Microsoft expands Sentinel and Copilot to secure AI-driven enterprises
SailPoint rolls out broad platform and cloud enhancements at Navigate 2025
Andesite aims to counter AI-driven threats with human-centered security
Permiso expands identity security platform to cover AI users, builders and agents
Fortanix and BigID team up to automate discovery and protection of sensitive data
Cato Browser Extension brings enterprise-grade security to personal endpoints
Exabeam Nova update lets SOC teams measure security maturity against industry peers
Corsha advances machine identity security with new automation and visibility capabilities
Permiso launches open-source P0LR Espresso to normalize cloud logs for faster threat response
Money matters
Feedzai raises $75M at $2B valuation, secures key role in digital euro fraud prevention
Dash0 lands $35M to expand AI-native observability platform in US and Europe
Oneleet raises $33 million to deliver compliance through security
Elsewhere in tech: Electronic Arts’ record buyout
Video game maker Electronic Arts to go private in record $55B deal
Nothing like a little extortion to pay for your White House ballroom: YouTube to pay $24.5M to settle lawsuit brought by Trump
Commcrete gets $29M to miniaturize satellite communications for military and emergency response teams
And check out more news on emerging tech, blockchain and crypto and policy
Comings and goings
Satya Nadella reshuffles Microsoft‘s executive team so he has more time to focus on AI
Anthropic has a new chief technical officer, former Stripe CTO Rahul Patil, succeeding co-founder Sam McCandlish, who will move to a new role as chief architect (per TechCrunch).
Anthropic also hired Chris Ciauri, former CEO of Unily and former Google Cloud president of EMEA, its new managing director of international (per CRN).
Perplexity acquired the team behind Sequioa-backed AI design startup Visual Electric (per TechCrunch)
AI-powered sales enablement company Seismic hired former Oracle and Adobe exec Rob Tarkoff as CEO, succeeding co-founder Doug Winter.
Network digital twin firm Forward Networks appointed former Cisco, ThousandEyes and Splunk exec Sanjay Mehta CMO
What’s next
Events… looking ahead
Oct. 13-16: Oracle AI World, Las Vegas. SiliconANGLE will have all the news.
Oct. 13-16: OCP Global Summit, San Jose, California. SiliconANGLE will be there with the news.
Oct. 14-16: Salesforce Dreamforce, San Francisco: SiliconANGLE and theCUBE will both be onsite with news, analysis and interviews.
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