Nvidia, AMD Trade Pact, Intel $100B, OpenAI $40B Investment

At Black Hat USA 2025, several companies highlighted the growing importance of AI security. MirrorTab demonstrated its system for blocking harmful AI actions like data scraping, while Contrast Security emphasized the need to secure code in the face of rapid AI development. F5 focused on AI-driven attacks and API security, advocating for AI security to be a core part of security plans. In other news, the 2025 Trump-Nvidia Trade Pact allows U.S. companies like Nvidia and AMD to sell AI chips to China, but requires them to share 15% of their revenue with the U.S. government. Nvidia is reportedly raising GPU prices in response. Separately, a Trump-Intel meeting has boosted hopes for AI hardware investment, with Intel planning to invest $100 billion in U.S. chipmaking, potentially supported by government incentives. SoftBank is also making significant investments in AI, including a $500 billion infrastructure project and a $40 billion investment in OpenAI. Meanwhile, Peloton is planning to integrate AI and new hardware into its products, aiming to become an AI-focused health company. GoPro is launching a program to pay users for videos used to train AI, and St. John's University is holding discussions on the role of AI in warfare. Fairfield University has launched an AI institute to promote AI research and responsible AI use. AMD's CEO Lisa Su remains optimistic about humanity's ability to adapt to AI, while AI pioneer Geoffrey Hinton has warned of potential AI dangers. AI is also changing how markets work, with AI being used in trading, asset management, and fraud detection.

Key Takeaways

  • MirrorTab is blocking harmful AI actions, such as data scraping and password resets, at Black Hat USA 2025.
  • Contrast Security is addressing the need for code security as AI development accelerates.
  • F5 is highlighting AI-driven attacks and the importance of API security.
  • The Trump-Nvidia Trade Pact allows Nvidia and AMD to sell modified AI chips to China, sharing 15% of revenue with the U.S. government.
  • Intel plans to invest $100 billion in U.S. chipmaking, potentially supported by government incentives.
  • Peloton is integrating AI and new hardware into its products, aiming to become an AI-focused health company.
  • GoPro is paying users for videos used to train AI, starting with U.S. subscribers.
  • SoftBank is investing $500 billion in AI infrastructure and $40 billion in OpenAI.
  • St. John's University is discussing the role of AI in warfare and the need for global regulations.
  • Fairfield University has launched an AI institute to promote AI research and responsible AI use.

MirrorTab blocks AI threats at Black Hat USA 2025

At Black Hat USA 2025, MirrorTab showed how it blocks harmful AI actions. Instead of using AI for security, MirrorTab stops AI from scraping data and doing things like password resets. Their system uses video streams and other tech to prevent AI from causing problems. MirrorTab works with networks like Cloudflare to stop online fraud and attacks. CEO Brian Silverstein says knowing when to block AI is key to good security.

Contrast Security tackles AI code security at Black Hat 2025

At Black Hat USA 2025, Contrast Security discussed the need to secure code as AI development speeds up. VP Jake Milstein talked about companies struggling to keep security up to pace with faster coding. Palo Alto Networks joining Application Security Posture Management (ASPM) shows how important application security is now. Contrast Security, at booth #1861, has been focusing on this for a decade and is ready for AI-driven changes.

F5 highlights AI threats and API security at Black Hat 2025

At Black Hat USA 2025, F5's Chuck Herrin discussed AI-driven attacks and post-quantum risks. API security and protecting identities were also big topics. Herrin gave a talk about AI attack methods and the problems with API security. He said AI security should be a core part of security plans. F5, at booth #5239, showed its security solutions for multiple clouds.

Trump-Nvidia deal changes US tech access to China's AI market

The 2025 Trump-Nvidia Trade Pact lets U.S. companies sell AI chips to China but they must share 15% of their revenue with the U.S. government. Nvidia and AMD are selling modified chips like H20 and MI308. Nvidia is raising GPU prices to make up for the cost, while AMD faces challenges with its profits. This deal has risks for investors because changes in policy could hurt U.S. companies.

Trump-Intel meeting boosts AI hardware investment hopes

President Trump met with Intel CEO Lip-Bu Tan, shifting from tariffs to incentives for U.S. chipmaking. Intel plans to invest $100 billion in the U.S., supported by the CHIPS Act. The government might give tariff breaks to companies that make chips in the U.S., helping Intel and others. Investors should watch for growth but also be aware of risks from China and changing policies.

Peloton to add AI and new hardware to its products

Peloton Interactive, Inc is planning to upgrade its products with new hardware, accessories and AI, Bloomberg reported Thursday, citing sources with knowledge of the matter.

Peloton revamps bikes with AI to boost sales

Peloton is planning big upgrades to its products, including new equipment and AI. They will launch an updated bike, treadmill, and accessories with an AI platform in October. The company will also sell more used equipment and offer self-assembly. CEO Peter Stern wants to turn Peloton into an AI-focused health company with personalized workouts.

AI in warfare raises concerns at St. John's University

Students at St. John's University are discussing the role of AI in warfare and the need for global rules. AI could be used in combat and psychological warfare. China's new AI chatbot shows how AI could cause an arms race. Students are studying these issues in the International Communication program.

AI changes how markets work

AI is now common in trading, changing how markets work. AI can analyze data faster than humans and remove emotions from trading decisions. It can also monitor markets and spot fraud. AI is used in asset management, with funds using AI tools and big data. High-frequency trading uses AI to make trades very quickly.

GoPro pays users for AI training videos

GoPro is starting a program where users can get paid for their videos used to train AI. Subscribers can choose to license their videos to AI companies and earn 50% of the money GoPro receives. This program is starting with U.S. subscribers. GoPro's cloud has lots of videos that are useful for AI developers, especially drone footage.

Geoffrey Hinton warns of AI dangers

Artificial intelligence pioneer Geoffrey Hinton shared his thoughts on AI's benefits and dangers, warning that there was no guaranteed path to safety as AI advanced.

AMD CEO says AI is overwhelming but humanity will adapt

AMD CEO Lisa Su says that while AI can be overwhelming, it's a natural part of innovation. She believes AI will not outpace humans and that people will always be needed. Su says AI will help with tasks and solve hard problems like healthcare. She is optimistic that humanity will adapt to AI, like it did with the industrial revolution.

SoftBank invests big in AI's future

SoftBank is making a big move into AI with a $500 billion infrastructure project and a $40 billion investment in OpenAI. They are building AI data centers around the world and investing in semiconductor company Arm Holdings. This plan aims to control AI technology from chips to infrastructure. SoftBank's investments show a belief in the long-term value of AI.

Fairfield University launches AI institute

Fairfield University started an Artificial Intelligence (AI) and Technology Institute. The institute will share AI research and help businesses and the community. It focuses on using AI for good. The institute will host experts and offer AI training. They also want to teach students to use AI responsibly.

Sources

NOTE:

This news brief was generated using AI technology (including, but not limited to, Google Gemini API, Llama, Grok, and Mistral) from aggregated news articles, with minimal to no human editing/review. It is provided for informational purposes only and may contain inaccuracies or biases. This is not financial, investment, or professional advice. If you have any questions or concerns, please verify all information with the linked original articles in the Sources section below.

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