microsoft, nvidia and intel Updates

The artificial intelligence sector is buzzing with significant developments, ranging from enhanced security partnerships and new hardware platforms to substantial investments and educational initiatives. On November 18, 2025, Microsoft solidified its commitment to secure AI, partnering with Cyera and Check Point Software Technologies. Cyera's unified DSP and AI Guardian products will integrate with Microsoft Purview, Sentinel, Entra, and Copilot Studio to help businesses find, sort, and protect critical data when using advanced AI. Simultaneously, Check Point is adding its AI Guardrails, Data Loss Prevention, and Threat Prevention capabilities directly into Microsoft Copilot Studio, aiming to prevent data leaks and misuse while enabling safe AI innovation. Nataly Kremer from Check Point and David Blyth from Microsoft emphasized the importance of these security measures for AI adoption. Hardware innovation continues at a rapid pace, with Nvidia preparing to launch its powerful Vera Rubin AI and HPC platform in late 2025. This platform features the new Vera CPU with 88 Armv9-class cores and the Rubin GPU, which includes two compute tiles and 288 GB of HBM4 memory. A full NVL144 rack will combine 144 Rubin GPUs and 36 Vera CPUs for massive AI performance, designed for FP4/FP6 precision and large generative AI tasks. Nvidia also demonstrated its dominance in AI training, setting new records across all seven MLPerf Training v5.1 benchmarks on November 18, 2025, using its Blackwell Ultra systems and the NVFP4 method. The Blackwell GB300 NVL72 system showed significant performance boosts for models like Llama 3.1 405B. Meanwhile, Intel is undergoing a major reinvention for the AI era under CEO Lip-Bu Tan, who took charge in March 2025. Tan is focusing on humility, listening to engineers and customers, and making calculated risks to restore Intel's importance, believing AI will shift computing towards an "XPU era" that combines different processors. In a related move, ASML Holding NV, a key supplier for chipmakers including Intel, invested in European AI startup Mistral AI to integrate generative AI into its advanced Extreme Ultraviolet lithography systems, aiming to speed up innovation and improve chip design. Investment in AI remains colossal, with US tech companies spending nearly $400 billion on AI infrastructure this year alone. OpenAI and Anthropic, two major AI model makers, are valued at almost half a trillion dollars combined. Experts project global spending on data centers to exceed $3 trillion by the end of 2028, though concerns about potential economic and financial problems persist if these massive investments do not yield expected returns. Amazon founder Jeff Bezos has re-entered a formal executive role as co-CEO of a $6 billion AI startup with fewer than 100 employees, applying his distinctive management style, including detailed memos and the "two-pizza rule." Beyond corporate developments, AI is impacting society and education. India's Ministry of Education plans to introduce an AI curriculum starting from Class III in the 2026-27 school year, building on the existing SOAR initiative that offers AI from Class VI in nearly 18,000 CBSE schools. This curriculum will cover topics like computer vision, natural language processing, and AI ethics. RFK Jr. launched the "Caregiver AI Challenge" on November 18, offering $2 million in prizes for innovative AI ideas to assist both paid and unpaid caregivers at home, emphasizing that AI will enhance, not replace, human compassion. However, the proliferation of AI-generated content on social media is causing frustration, with Samantha Floreani noting the increasing difficulty in distinguishing real from AI-created content, especially as AI video models improve, making users feel like "AI detectives." Finally, Infosys introduced an AI-first model to help companies create and improve their global capability centers (GCCs), aiming to make them key drivers for business growth. This model includes tools like Infosys Agentic Foundry and Infosys Topaz, along with learning resources such as Infosys Springboard, and has already been implemented with over 100 GCCs, including Danske Bank and Lufthansa Systems.

Key Takeaways

• Microsoft partnered with Cyera on November 18, 2025, to integrate Cyera's DSP and AI Guardian with Microsoft Purview, Sentinel, Entra, and Copilot Studio for enhanced AI data security and compliance.
• Check Point Software Technologies also partnered with Microsoft on November 18, 2025, to add AI Guardrails, Data Loss Prevention, and Threat Prevention to Microsoft Copilot Studio, protecting AI agents from data leaks and misuse.
• Nvidia plans to launch its Vera Rubin AI and HPC platform in late 2025, featuring the Vera CPU with 88 Armv9-class cores and the Rubin GPU with 288 GB of HBM4 memory, designed for massive generative AI tasks.
• Nvidia dominated all seven MLPerf Training v5.1 benchmarks on November 18, 2025, setting new records with its Blackwell Ultra systems and NVFP4 method, demonstrating top performance for large language models and image generation.
• US tech companies are spending nearly $400 billion on AI infrastructure this year, with OpenAI and Anthropic valued at almost half a trillion dollars combined, raising concerns about the sustainability of this massive investment boom.
• Amazon founder Jeff Bezos returned to an executive role as co-CEO of a $6 billion AI startup with fewer than 100 employees, applying his signature management style.
• Intel CEO Lip-Bu Tan is leading the company's reinvention for the AI era, focusing on an "XPU era" that combines different processors and emphasizes partnerships and open systems.
• ASML Holding NV invested in Mistral AI to integrate generative AI into its Extreme Ultraviolet lithography systems, aiming to accelerate chip design innovation and improve performance.
• India's Ministry of Education plans to introduce an Artificial Intelligence curriculum for students starting from Class III in the 2026-27 school year to prepare them for a technology-driven economy.
• RFK Jr. launched the "Caregiver AI Challenge" on November 18, offering $2 million in prizes for AI innovations designed to assist both paid and unpaid caregivers at home.

Cyera and Microsoft Partner to Secure AI Data

Cyera and Microsoft announced a new partnership on November 18, 2025, to make agentic AI systems more secure. Cyera's unified DSP and AI Guardian products will work with Microsoft Purview, Sentinel, Entra, and Copilot Studio. This helps businesses find, sort, and protect their important data when using advanced AI. The tools will be available in the Microsoft Security Store. This collaboration helps organizations use AI safely and follow data rules.

Check Point and Microsoft Boost AI Security for Copilot Studio

Check Point Software Technologies and Microsoft announced a partnership on November 18, 2025, to improve AI security for Microsoft Copilot Studio. This collaboration adds Check Point's AI Guardrails, Data Loss Prevention, and Threat Prevention to Copilot Studio. It protects AI agents during use, preventing issues like data leaks and misuse. The goal is to help businesses use AI safely and follow rules. Nataly Kremer from Check Point and David Blyth from Microsoft highlighted the importance of this security for AI innovation.

Check Point and Microsoft Secure AI for Businesses

Check Point Software Technologies and Microsoft are working together to provide strong AI security for Microsoft Copilot Studio. Announced on November 18, 2025, this partnership helps businesses use AI agents safely. It includes real-time guardrails, data loss prevention, and threat prevention for AI content. Gil Shwed, CEO of Check Point, said this helps organizations use AI innovation securely. The goal is to protect data and operations as AI becomes more common in workplaces.

Check Point Adds AI Security to Microsoft Copilot Studio

Check Point Software is partnering with Microsoft to add advanced AI security to Microsoft Copilot Studio. This collaboration, announced on November 18, 2025, brings Check Point's AI Guardrails, Data Loss Prevention, and Threat Prevention to the platform. It offers continuous protection for AI agents, preventing problems like data leakage and misuse. Nataly Kremer of Check Point and David Blyth of Microsoft emphasized that this helps businesses innovate with AI securely. The partnership ensures AI interactions are safe and follow company rules.

Nvidia Unveils Powerful Vera Rubin AI Platform

Nvidia is preparing to launch its advanced Vera Rubin AI and HPC platform in late 2025. This platform includes the new Vera CPU with 88 Armv9-class cores and the Rubin GPU, which features two compute tiles and 288 GB of HBM4 memory. A full NVL144 rack will combine 144 Rubin GPUs and 36 Vera CPUs for massive AI performance. The system is designed for FP4/FP6 precision and large generative AI tasks. It uses software like Dynamo, CUDA 13, and NIXL to improve performance and data transfer.

Nvidia Dominates All MLPerf AI Training Benchmarks

Nvidia achieved top performance in all seven MLPerf Training v5.1 benchmarks, setting new records on November 18, 2025. The company used its Blackwell Ultra systems and the NVFP4 method to win across all categories. Nvidia showed the fastest training times for large language models, image generation, and other AI tasks. The Blackwell GB300 NVL72 system delivered significant performance boosts for models like Llama 3.1 405B. CEO Jensen Huang noted Nvidia's long history in accelerated computing and GPU development. This success reinforces Nvidia's leading role in AI training performance.

Jeff Bezos Applies Amazon Management Rules to AI Startup

Amazon founder Jeff Bezos is now co-CEO of a $6 billion AI startup with fewer than 100 employees. This marks his return to a formal executive role since leaving Amazon in 2021. Bezos is bringing his unique management style to the new company. His methods include writing detailed memos, keeping teams small with a "two-pizza rule," and making quick decisions for low-stakes issues. He also focuses on hiring top talent and valuing flexibility. Bezos aims to apply these proven strategies to the fast-growing AI industry.

What if the Huge AI Investment Boom Fails

A recent article on November 18, 2025, discusses the potential risks of the massive AI investment boom. US tech companies are spending nearly $400 billion on AI infrastructure this year alone. OpenAI and Anthropic, major AI model makers, are valued at almost half a trillion dollars combined. Experts believe global spending on data centers will exceed $3 trillion by the end of 2028. The article raises concerns about severe economic and financial problems if this huge investment in AI does not pay off as expected.

India to Teach AI to Young Students

India's Ministry of Education plans to introduce an Artificial Intelligence curriculum starting from Class III in the 2026-27 school year. This move aims to prepare students for a technology-driven economy and bridge the digital divide. The SOAR initiative already offers AI from Class VI in nearly 18,000 CBSE schools. The curriculum covers topics like computer vision, natural language processing, and AI ethics for younger students. However, some question if children are too young for these complex ideas and if the approach truly helps critical thinking or the digital divide.

Infosys Launches New AI Model for Business Centers

Infosys has introduced an AI-first model to help companies create and improve their global capability centers, or GCCs. This new approach aims to make GCCs key drivers for business growth by adding AI technologies. The model offers a full plan for setting up GCCs, developing staff, and running operations. It includes tools like Infosys Agentic Foundry and Infosys Topaz, along with learning resources such as Infosys Springboard. Infosys has already worked with over 100 GCCs, including Danske Bank and Lufthansa Systems, to integrate AI and boost innovation.

ASML Invests in Mistral AI for Chip Technology

ASML Holding NV has invested in Mistral AI, a leading European AI startup. This move aims to integrate generative AI into ASML's advanced Extreme Ultraviolet lithography systems. ASML, a key supplier for chipmakers like TSMC and Intel, hopes this partnership will speed up innovation. The integration could improve chip design, make development cycles faster, and boost chip performance. It may also lead to more efficient system operations and better maintenance. This investment helps ASML strengthen its technology and market position.

RFK Jr Offers $2 Million for AI Caregiver Ideas

RFK Jr. announced the "Caregiver AI Challenge" on November 18, offering $2 million in prizes for new AI ideas. The challenge seeks effective and affordable innovations to help both paid and unpaid caregivers at home. AI can greatly improve caregiving by providing support when needed, predicting health issues, and handling paperwork. The challenge will happen in three stages: design, testing, and scaling. RFK Jr. stressed that AI will enhance caregiving but never replace human compassion.

Spotting AI Content on Social Media is Hard

Samantha Floreani writes about her frustration with constantly having to identify AI-generated content on social media. She feels like an "AI detective" in a job she never wanted. AI video models are getting better, making it harder to tell what is real. The huge amount of AI content and fast scrolling on social media make it difficult to check facts. She notes that interacting with AI content, even negatively, causes algorithms to show more of it. Floreani believes powerful companies are pushing AI spam for profit, making it hard to hold onto reality.

Intel CEO Lip-Bu Tan Leads AI Era Reinvention

Lip-Bu Tan, the CEO of Intel, is leading the company through a major reinvention for the AI era. He took charge in March 2025, aiming to restore Intel's importance after it became slow and missed new trends. Tan focuses on humility, listening to engineers and customers, and making calculated risks. He has flattened the company's structure to boost accountability and innovation. Tan believes AI will change computing, moving towards an "XPU era" that combines different processors. He also stresses the need for partnerships and open systems in the industry.

Sources

• Cyera Secures the Agentic AI Era in Collaboration with Microsoft Purview, Sentinel, Entra, and Copilot Studio
• Check Point Software Technologies Partners with Microsoft to Enhance AI Security for Copilot Studio
• Check Point Software Collaborates with Microsoft to Deliver Enterprise-Grade AI Security for Microsoft Copilot Studio
• Check Point (NASDAQ: CHKP) secures Microsoft Copilot Studio with AI guardrails and DLP
• Nvidia's Vera Rubin platform in depth — Inside Nvidia's most complex AI and HPC platform to date
• How Nvidia Won Every MLPerf Training v5.1 Benchmark
• Jeff Bezos Brings Signature Management Style to $6 Billion AI Startup
• What if the $3trn AI investment boom goes wrong?
• Is AI from Class III a leap forward or one too soon?
• Infosys presents AI-first global capability centre model
• ASML's Mistral AI Investment: Is It a Catalyst for Next Growth Phase?
• RFK Jr. announces $2 million prizes for AI ideas that help caregivers
• Becoming an AI-detective is a job I never wanted and wish I could quit
• "I Love This Company. And I Think That This Company Deserves Something Better."