Sure, at some point quantum computing may break data encryption — but well before that, artificial intelligence models already seem likely to wreak havoc.

That became starkly apparent this week when Anthropic announced a new model called Claude Mythos that it says is so good at uncovering cybersecurity vulnerabilities that it’s not going to release it — except to a select group of cloud, security and other companies. The idea is that Project Glasswing, as the group is called, can help develop more secure software before the bad guys do.

Count me skeptical that this can stay out of hackers’ hands for long — especially since OpenAI reportedly is prepping a similar product. Indeed, existing models already can suss out a lot of previously unknown issues. As Dan Andrew, head of security at Intruder, pointed out in an email, “Defenders need to fix everything to be secure, whereas attackers only need one shot to get in. It’s simply an impossible task.” And it doesn’t help that the Trump administration is cutting a big chunk of of the Cybersecurity and Infrastructure Security Agency.

Meantime, both Anthropic and OpenAI are also doubling down on capturing enterprise business with more controls and more favorable pricing.

But those enterprise empires are striking back. At HumanX, the AI conference in San Francisco this week, it was apparent that enterprises want more control of AI, especially agents. “There is going to be a backlash,” Boomi CEO Steve Lucas told our writer Mark Albertson. But he also sounded an optimistic note: “The end game for Anthropic and OpenAI is to create a digital version of every single one of us,” he said.

Meta climbed back into the AI model game this week with a new reasoning model called Muse Spark. No doubt that OpenAI, Anthropic and increasingly Google are the leaders here, but Meta could join that pack before long — especially with all the spending on AI factories it’s planning. But even then, as we transition to agentic AI, we’ll have to see what its role will be, especially with AWS, not to mention Salesforce and every major software-as-a-service company, moving fast on that front.

All this won’t just be a rerun of the internet boom, because AI is a fundamentally different game than software, as John Furrier points out. It’s not yet apparent that AI at large scale will be so profitable, at least for all the players currently involved. “AI isn’t pure software; it’s infrastructure-as-a-service with a heavy dose of industrial-era physics,” he wrote this week. “It is compute-bound, energy-intensive and capital-heavy.”

In a similar vein, Furrier viewed this week’s Nutanix .NEXT conference as a sign of who will own the control plane of modern enterprise IT. As he puts it, “This all points to what we’re calling the great replatforming — where enterprises are no longer just upgrading infrastructure, they’re redefining how everything gets built, run and scaled in an AI-driven world.”

It’s possible that Intel and other chipmakers not named Nvidia are simply getting a temporary boost while Nvidia’s chips are in short supply. But if Intel keeps doing deals such as this week’s with Google and Elon Musk, maybe we’ll have to revisit the widespread skepticism that it can return to anything resembling its former glory.

Next week ASML and TSMC will provide some insight on chip demand, as if we didn’t already know things were pretty hot. Lots of events are coming up on theCUBE next week too, as well as the week after, in particular Google Cloud Next in Las Vegas April 21-24.

Here’s all the enterprise and emerging tech news this week from SiliconANGLE, theCUBE Research, theCUBE and beyond:

AI and data: Rewriting the rules of tech

Analysis, opinion and food for thought

The $100B question: AI’s appetite for compute is rewriting the rules of tech

Anthropic’s dispute with US government exposes deeper rifts over AI governance, risk and control

Is a backlash brewing? Rapid innovation in AI coding and agents may force push for enterprise order and control

Amazon CEO Andy Jassy sees nothing but blue sky, though, as he highlighted AI growth in his annual shareholder letter

OpenAI releases policy document focused on financial impacts and risks of AI

AI’s impact on the job market is starting to show up in the data — modestly so far (per Axios)

AI agents are scrambling power users’ brains (per Axios)

Zeitgeist: “In a world of AI, what’s made by hand can feel priceless” That’s the subject line of a message to customers I received recently from the artisan goods site Novica. AI is now getting used as a proxy for blandness and dehumanization.

New models and services

Meta debuts Muse Spark multimodal reasoning model

Report: Meta developing open-source versions of upcoming AI models

Anthropic and OpenAI target big businesses with enterprise-grade controls and lower pricing

Anthropic launches Claude Managed Agents to speed up AI agent development

AWS previews a cloud-agnostic registry for managing agentic fleets at scale

ServiceNow says it’s ‘AI-enabling’ its entire product suite to turbocharge enterprise automation

Tether launches open-source on-device AI framework for developers

Snowflake expands open data strategy with Iceberg V3 support and governance portability plan

C3 AI debuts agentic tool that transforms natural language prompts into enterprise-grade systems

Zencoder launches AI platform to automate the surrounding work that coding agents don’t handle

Blaize launches AI Services platform to move enterprise AI from pilot to production

Hapax serves up proactive AI platform designed to meet business needs

CoChat launches centralized workspace to unify AI chats, assistants and workflows for teams

How the NFL is using Amazon Quick to humanize the offseason

Regal AI launches Copilot for building self-improving voice AI agents 

Clarvos unveils AI-driven workflow platform to streamline marketing for smaller businesses

Generalist releases highly capable GEN-1 robotic intelligence AI foundation model

Yobi teams with Microsoft to deliver predictive consumer intelligence on Azure

Policy

Appeals court rejects Anthropic’s bid to block Pentagon blacklisting

Florida AG opens probe into ChatGPT alleging connection to FSU shooting

Money matters

Amazon CEO Andy Jassy highlights AI growth in annual shareholder letter

Meta says it will spend an additional $21B on CoreWeave’s AI infrastructure

Cisco buys Galileo to strengthen Splunk’s agentic monitoring capabilities

Satellite data startup Xoople closes $130M investment

Modus secures $85M to expand AI-powered audit and accounting partnerships

Dynatrace to acquire Bindplane to establish telemetry pipelines for AI and cloud‑native observability And analysis by theCUBE Research’s Paul Nashawaty: Dynatrace expands telemetry control layer with Bindplane acquisition

Applied data solutions research lab AfterQuery raises $30M Series A round at $300M valuation

Natter lands $23M to encourage employees to open up about their organizations through AI video interviews

Agentic AI startup NeuBird raises $19.3M to help human site reliability engineers avoid alert fatigue

Haast raises $12M to help legal teams make haste with compliant AI-generated content

Refiant raises $5M to refine AI models with ‘nature-inspired’ energy efficiency

Felix launches with $1.7M to automate professional services reliably

Around the enterprise: The great replatforming

Intel inks multiyear data center chip partnership with Google

Intel to join Elon Musk’s Terafab chip manufacturing initiative

Nvidia-backed Firmus raises $505M at $5.5B valuation ahead of ASX IPO

RISC-V chip design startup SiFive nabs $400M investment

Data center switch maker Aria Networks raises $125M

Wasabi to acquire Seagate’s Lyve Cloud business

GitButler raises $17M to simplify Git workflows for developers

Samsung forecasts insane operating profit growth thanks to surging memory prices

Sigma Automate emerges with $2.75M to tackle enterprise IT complexity with no-code automation

New products and services

Resolight.ai launches to change the AI interconnect game

Nutanix expands platforms for agentic AI and hybrid multicloud operations

And straight from Nutanix CEO Rajiv Ramaswami: Today’s applications, tomorrow’s AI workloads: Nutanix is building the platform for both, says CEO

AWS launches Amazon S3 Files to simplify cloud data management

Silicon Data brings transparency to future GPU prices for enterprise CFOs

Startup Sazabi bets on logs and AI agents to replace traditional observability stacks

Case study

Inside Capital One’s shift to a ‘serverless-first’ operating model

Cyber beat: Anthropic creates a cyber weapon it won’t release

New services

Anthropic debuts Project Glasswing, leveraging its powerful Mythos model to reinforce software security and OpenAI is quickly following suit, Axios reports

Cloudflare fast-tracks post-quantum rollout as new research puts encryption on notice

Apiiro launches command-line interface to bring AI-native security into software development workflows

Cynomi unveils AI Insights and co-worker agents to automate cybersecurity expertise delivery

Appknox launches KnoxIQ to prioritize real-world exploitability in AI-driven application security

Intruder rolls out agentless container image scanning for cloud environments

Acronis launches 24/7 MDR service for service providers with integrated detection and response

NWN launches cybersecurity platform with Cisco, Palo Alto Networks and Arctic Wolf integrations

Money matters

White House targets Cybersecurity and Infrastructure Security Agency with $707M budget cut

AI agent security startup Trent AI launches with $13M in funding

Attack & response

‘GrafanaGhost’ vulnerability allowed for silent data exfiltration through AI workflows

Elsewhere in tech

The NewFi inflection point: ICME and NYSE Wired bridge the gap between tokenization and Wall Street

Hypersonic aircraft startup Hermeus raises $350M at $1B valuation

Q-Factor emerges with $24M in funding and the next big bet to achieve quantum computing advantage

Former Schneider Electric Chief Financial Officer Hilary Maxson is Oracle‘s new CFO, a newly reconstituted title.

Longtime Microsoft leader Eric Boyd joined Anthropic to lead its infrastructure team.

Three senior OpenAI executives who helped launch the company’s original Stargate data center initiative have left or are preparing to depart the ChatGPT maker in the coming days (per The Information). Peter Hoeschele, an OpenAI executive who played a key role in getting the Stargate effort off the ground, has already left the company. Two others — Shamez Hemani, who worked on compute strategy and business development, and Anuj Saharan, another leader in OpenAI’s compute organization — have announced their departures to colleagues. They’re all going to the same new company, though the name of that firm could not be learned.

Onetime Google and Microsoft exec Gabe Monroy is Workday‘s new chief technology officer.

Julia Liuson, president of Microsoft’s developer division and a 34-year company veteran, will retire in June.

Data analytics and automation platform Alteryx appointed Julie Irish chief information officer, a job she previously held at Couchbase.

Application security firm Black Duck appointed cybersecurity vet Dom Glavach chief information security officer.

Autonomous IT company Tanium named Carol MacKinlay from Pebl chief people officer.

What’s next

Events

April 13-15: Qlik Connect, Kissimmee, Florida. TheCUBE will have live coverage and analysis on April 14. *

April 14: HPE World Quantum Day, online event by theCUBE. *

April 14: Oracle Data Deep Dive NYC, online from the NYSE. *

April 20-23: SUSECON, Prague. TheCUBE will have live analysis. *

April 21-24: Google Cloud Next, Las Vegas: SiliconANGLE will be onsite for all the coverage, and theCUBE will be there with interviews and analysis. *

* Sponsored events

Earnings

Wednesday, April 15: ASML

Thursday, April 16: TSMC

Image: SiliconANGLE/Reve