AI News: Nvidia, Palantir Shares Drop, AWS Accelerator Grows

The artificial intelligence sector is experiencing a mix of market skepticism and continued innovation, with major players navigating both financial concerns and strategic advancements. Recently, shares of prominent AI companies like Oracle, Nvidia, AMD, and Amazon saw sharp declines, driven by investor worries that high valuations might not align with future profit potential. Palantir was particularly affected, dropping over nine percent, while Nvidia dipped almost four percent and AMD slid under three percent. Noted investor Michael Burry, known for predicting the 2008 housing crash, has placed put options against Nvidia and Palantir, drawing parallels between the current AI market excitement and the dot-com bubble of 1999-2000. Palantir CEO Alex Karp, however, publicly disagreed with Burry's assessment. Despite these market jitters, the ecosystem for AI development continues to expand. CrowdStrike, Amazon Web Services (AWS), and NVIDIA are globally extending their Cybersecurity Startup Accelerator for a third year. This program supports early-stage AI-driven cloud security companies with mentorship, technical assistance, and funding opportunities. To date, 59 startups have completed the program, collectively raising over $730 million, with some, like Onum, even being acquired. The next eight-week cohort will culminate in a Demo Day in San Francisco, offering top performers potential investment from the CrowdStrike Falcon Fund. In other significant developments, OpenAI has appointed Fotis Chantzis to lead agent security, where he focuses on developing new security and safety controls for AI systems. Meanwhile, Iceland is making strides in AI integration within education, with its Ministry of Education and Children signing agreements with Anthropic and Google. Starting November 4, 2025, 600 teachers across the country will utilize Anthropic's Claude and Google's Gemini within Google Classroom to aid in lesson planning and material adaptation, while also prioritizing data protection and supporting Icelandic language and culture. The AI company Anthropic is also showing signs of positive cash flow, according to The Information's annual list of promising startups. The broader implications of AI are also coming into focus. The public relations firm Gregory, formerly Gregory FCA, has rebranded to mark its 35th anniversary, highlighting its leading role in leveraging AI for human communications. On the environmental front, hyper-scale data centers, crucial for AI operations, consume vast amounts of water primarily for cooling, with Gneuton emphasizing that

Key Takeaways

• Shares of major AI companies, including Palantir, Nvidia, AMD, and Amazon, experienced sharp declines due to investor concerns over high valuations.
• Investor Michael Burry has placed put options against Nvidia and Palantir, comparing the current AI market enthusiasm to the dot-com bubble.
• CrowdStrike, Amazon Web Services (AWS), and NVIDIA are expanding their global Cybersecurity Startup Accelerator, which has helped 59 startups raise over $730 million.
• OpenAI has appointed Fotis Chantzis to lead agent security, focusing on developing new security and safety controls for AI systems.
• Iceland's Ministry of Education and Children is integrating AI into classrooms, with 600 teachers using Anthropic's Claude and Google's Gemini starting November 4, 2025.
• Anthropic is showing signs of positive cash flow, as noted by The Information in its annual list of promising startups.
• Hyper-scale data centers, essential for AI, consume significant amounts of water for cooling, with Gneuton highlighting that

  CrowdStrike AWS NVIDIA boost AI security startups globally

  CrowdStrike, Amazon Web Services (AWS), and NVIDIA are expanding their Cybersecurity Startup Accelerator worldwide. This program, now in its third year, helps early-stage companies focused on AI-driven cloud security. Startups receive mentorship, technical help, funding chances, and market support from leaders at all three companies. So far, 59 startups have finished the program, raising over $730 million, with some like Onum being acquired. The next eight-week program will end with a Demo Day in San Francisco, where top companies might get investment from the CrowdStrike Falcon Fund.

  CrowdStrike AWS NVIDIA support AI security startups

  CrowdStrike, AWS, and NVIDIA continue to support AI security startups through their accelerator program. This eight-week program, now in its third year, offers mentorship, funding, and technical guidance. Daniel Bernard, CrowdStrike's chief business officer, stated they are building a global ecosystem for cybersecurity innovation. The program has already helped 59 startups raise over $730 million, including companies like Onum and Terra Security. The next group will present at a Demo Day in San Francisco, where strong performers could receive investment from the CrowdStrike Falcon Fund.

  AI stocks fall sharply amid valuation concerns

  Shares of major AI companies like Oracle, Nvidia, AMD, and Amazon fell sharply on Tuesday. Investors are worried that AI companies might be too expensive and struggle to earn enough profit to match their high valuations. Palantir was hit hardest, dropping over nine percent, while Nvidia dipped almost four percent and AMD slid under three percent. Experts like Anthony Saglimbene from Ameriprise and David Solomon from Goldman Sachs predict market pullbacks. Investor Michael Burry, known from "The Big Short," has bet against Nvidia and Palantir, though Palantir CEO Alex Karp disagrees with his view.

  Michael Burry bets against AI stock market boom

  Michael Burry, the investor famous for predicting the 2008 housing crash, is now betting against the AI market. His hedge fund, Scion Asset Management, has placed put options on AI companies Nvidia and Palantir. Palantir CEO Alex Karp expressed strong disagreement with Burry's decision. Burry has posted on X, drawing comparisons between the current AI market and the dot-com bubble of 1999-2000. He also highlighted concerns about circular investments and the telecommunications crash that followed the dot-com bust. Burry suggests that while AI's potential is real, investor excitement might be overestimating how fast companies can deliver on promises.

  Clay Travis says AI will boost human excellence appreciation

  OutKick founder Clay Travis believes that the rise of artificial intelligence will make people appreciate "human excellence" more. He argues that sports will become even more popular because of this shift. Travis shared these thoughts while discussing his new book, "The Bottom Line."

  Fotis Chantzis leads AI security at OpenAI

  Fotis Chantzis, an expert with over 15 years in technology, now leads agent security at OpenAI. Since 2020, he has focused on creating new security and safety controls for AI systems. Chantzis, who grew up in Greece, taught himself programming and even published on hacking TCP. He earned a master's degree and holds several security certifications. He also contributed to the Nmap open-source project by creating the Ncrack tool. Chantzis is also the author of "Practical IoT Hacking" and was honored by Marquis Who's Who in September 2025.

  Gregory FCA rebrands as Gregory celebrates 35 years

  Gregory FCA, the 38th-largest independent public relations firm, has rebranded itself as Gregory. This change marks the company's 35th anniversary. The new brand shows how the firm has brought in recent acquisitions and its leading role in using AI for human communications. The announcement was made on November 4, 2025, from Philadelphia.

  Iceland brings AI tools into classrooms for teachers

  A new project is bringing artificial intelligence into Icelandic classrooms starting November 4, 2025. The Ministry of Education and Children signed agreements with Anthropic and Google to explore how AI can help teachers. Six hundred teachers across the country will use Claude for education from Anthropic and Gemini within Google Classroom. This initiative aims to support teachers in lesson planning and adapting materials for diverse student needs. The project also focuses on protecting data and developing solutions that support Icelandic language and culture.

  The Information lists promising AI startups

  The Information has released its annual list of the most promising startups. This list includes companies across various sectors such as artificial intelligence, consumer, cybersecurity, and crypto. The publication noted that it becomes increasingly challenging each year to finalize the list of top AI applications. The article also suggests that positive cash flow appears to be in sight for the AI company Anthropic.

  Debunking common myths about AI in video

  This article debunks common myths about using AI in video production. It explains that AI tools do not replace human editors but instead help them with repetitive tasks, allowing more focus on creative work. While early AI video quality was low, tools are quickly improving and can produce strong first drafts, especially with human oversight. The idea that AI makes video cheap is also a myth, as it still requires human time and effort for refinement. Finally, AI does not make all content look the same if creators use it as a starting point and add their unique brand voice and storytelling.

  Gneuton reveals water use in AI data centers

  As AI grows, hyper-scale data centers are using vast amounts of water mainly for cooling. The U.S. Environmental Protection Agency estimates data centers use about 1.5% of U.S. electricity, much of it for water-reliant cooling. Gneuton, a company specializing in data center cooling, explains that "waterless AI" is an illusion. Even closed-loop cooling systems need water to replace what evaporates and drifts away. Gneuton stresses the need for a full view of water use, including manufacturing and energy production, not just operational cooling.

  AI job cuts highlight need for values-based leaders

  As AI leads to job cuts and reduces middle management, there is a growing need for values-based leaders at all levels. Author Harry Kraemer Jr. explains that these leaders use their values as a moral guide, especially in an AI-driven workplace. Values-based leadership involves daily self-reflection and seeking balanced perspectives by listening to diverse views. Leaders must also consider how AI-related job cuts affect talent development and the future leadership pipeline. Kraemer emphasizes that human emotional intelligence and strong communication are vital qualities that AI cannot replace.

  Sources

  • CrowdStrike, AWS & NVIDIA expand global accelerator for AI security
  • CrowdStrike, AWS, NVIDIA back AI security startups
  • Don't Panic, But AI Stocks Are Suddenly Lurching Downward
  • 'The Big Short' Investor Michael Burry Bets Against AI Hype
  • AI will make us appreciate 'human excellence' more, argues Clay Travis
  • Fotis Chantzis: Top Professional in AI Security and Safety Controls
  • Gregory FCA Rebrands to Mark 35-Year Anniversary and AI Leadership
  • Landmark Project Brings Artificial Intelligence into Icelandic Classrooms
  • The Information’s Most Promising AI Startups; Positive Cash Flow Seems In Sight For Anthropic
  • The top 5 myths about AI in video debunked
  • The Illusion of Waterless AI: Gneuton Explains Why Closed Loop Cooling Is NOT What It Seems
  • How AI Job Cuts Create Urgency For Values-Based Leaders