openai, amd and nvidia Updates

The artificial intelligence sector continues to see rapid development and investment, alongside growing concerns about market sustainability. In AI security, Miggo Security and Noma Security have both been recognized by Gartner as "Cool Vendors" for their respective platforms addressing AI-driven threats and agentic AI security. Miggo's Application Detection & Response (ADR) and AI Runtime Defense platform focuses on real-time analysis and response for both traditional and AI applications, while Noma Security offers discovery, posture management, and runtime controls for AI agents. Meanwhile, the broader AI market is showing signs of a potential bubble, with complex deals involving major players like OpenAI, AMD, and Nvidia. Experts from Goldman Sachs, Amazon, and OpenAI's Sam Altman have voiced concerns about overinvestment and the possibility of a market correction, despite AI-related capital expenditures being a significant economic driver. In cloud infrastructure for AI, CoreWeave has seen its stock rise following the launch of new tools for AI developers, including a serverless reinforcement learning service designed to train AI models more efficiently and affordably. This complements their existing business of renting GPUs to clients like OpenAI and follows their acquisition of Weights and Biases. Salesforce is enhancing enterprise security and compliance with new AI agents on its Agentforce platform, designed to monitor activity, aid investigations, and streamline privacy policy management. Google is seeking judicial permission to bundle its Gemini AI service with popular applications like Maps and YouTube, arguing it has not achieved monopoly power in the AI market. On a different front, a former OpenAI researcher, Leopold Aschenbrenner, has launched a hedge fund managing over $1.5 billion, leveraging a viral essay predicting the rapid arrival of artificial general intelligence (AGI). Denver's Mayor Mike Johnston is exploring AI to improve city services and public trust, aiming for increased efficiency in areas like permitting and traffic enforcement, while acknowledging the need for human oversight and addressing ethical concerns. However, AI is also being exploited for illicit purposes, with scammers using AI to create convincing fake UK businesses targeting online shoppers with low-quality goods. To maintain its strategic advantage, the United States is urged to embrace AI and open-source intelligence (OSINT) to redefine intelligence gathering beyond traditional secrets. Monday.com successfully fostered employee innovation through its 'AI Month' initiative, leading to the development of new AI tools for internal workflows and products.

Key Takeaways

• Miggo Security and Noma Security have been named Gartner Cool Vendors in AI Security for their platforms addressing AI application security and agentic AI security, respectively.
• Concerns are growing about a potential AI market bubble, with experts like OpenAI's Sam Altman and Amazon's CEO warning of overinvestment despite significant AI-related capital expenditures.
• CoreWeave's stock has increased following the launch of new AI developer tools, including a serverless reinforcement learning service, enhancing its GPU infrastructure offerings.
• Salesforce has introduced AI agents on its Agentforce platform to bolster enterprise security and compliance, automating monitoring, investigations, and privacy policy management.
• Google is petitioning a federal judge to allow bundling of its Gemini AI service with applications like Maps and YouTube, asserting it has not achieved AI market monopoly.
• A former OpenAI researcher has established a hedge fund managing over $1.5 billion, based on predictions of artificial general intelligence (AGI) arrival.
• Denver's Mayor is exploring AI to enhance city services and public trust, focusing on efficiency in areas like permitting and traffic enforcement.
• Scammers are utilizing AI to create fake UK businesses and target online shoppers with counterfeit goods.
• The U.S. is advised to integrate AI and open-source intelligence (OSINT) to maintain its global spying advantage.
• Monday.com's 'AI Month' initiative successfully stimulated employee innovation, resulting in new AI tools for internal and customer-facing applications.

Miggo Security named Gartner Cool Vendor in AI Security

Miggo Security has been recognized as a Gartner Cool Vendor in AI Security for its Application Detection & Response (ADR) and AI Runtime Defense platform. This award highlights Miggo's mission to improve security by quickly analyzing and responding to application behaviors. The platform is designed to handle threats in traditional and AI-driven applications, offering predictive analysis and real-time response. Key features include DeepTracing Technology for threat detection, AppDNA for vulnerability reduction, and Miggo WAF Copilot for rule generation.

Miggo Security recognized as Gartner Cool Vendor in AI Security

Miggo Security, a leader in Application Detection & Response (ADR) and AI Runtime Defense, has been named a Gartner Cool Vendor in AI Security. This recognition emphasizes the company's commitment to bridging the gap between detecting and mitigating security threats. Miggo's platform addresses the limitations of traditional security by offering real-time analysis and response for applications, including those incorporating AI. CEO Daniel Shechter stated that ADR is the future of runtime security in the AI era, enabling teams to manage AI-native threats effectively.

Miggo Security earns Gartner Cool Vendor title for AI Security

Miggo Security has been honored as a Gartner Cool Vendor in AI Security, recognizing its innovative Application Detection & Response (ADR) and AI Runtime Defense solutions. The company aims to solve the critical gap in security by providing rapid and precise analysis and response for application runtime activities. Miggo's platform is built to counter modern application security challenges, including those posed by AI agents, by offering real-time protection and AI-augmented defense capabilities. Key features like DeepTracing Technology and AppDNA are designed to detect threats and reduce vulnerabilities efficiently.

Noma Security named Gartner Cool Vendor in AI Security

Noma Security, a pioneer in agentic AI security, has been recognized as a Gartner Cool Vendor in AI Security for 2025. The report highlights the growing need for AI security technologies to adapt to AI agents. Noma Security offers a comprehensive platform for AI and agent security, including discovery of AI asset attack surfaces, security posture management, and runtime controls against malicious prompts. CEO Niv Braun emphasized the platform's role in helping organizations safely adopt AI innovations.

Miggo Security named Gartner Cool Vendor in AI Security

Miggo Security, an innovator in Application Detection & Response (ADR) and AI Runtime Defense, has been named a Gartner Cool Vendor in AI Security. This recognition highlights the company's efforts to close the gap between security threat detection and mitigation. Miggo's platform provides fast, precise analysis and response for application runtime activities, addressing the dynamic nature of modern applications. The company's solutions are designed to protect both traditional and AI-driven applications.

AI bubble concerns grow amid complex deals and expert warnings

The booming AI market is showing signs of a potential bubble, with complex financial deals and warnings from industry leaders. Companies like OpenAI, AMD, and Nvidia are involved in intricate partnerships and investments, blurring lines between revenue and equity. Experts, including CEOs from Goldman Sachs and Amazon, along with OpenAI's CEO Sam Altman, express concerns about overinvestment and a potential market correction. Research indicates AI-related capital expenditures are a major economic driver, but growth rates may converge, raising questions about the sustainability of current valuations.

Former OpenAI researcher turns AI prophecy into $1.5B hedge fund

Leopold Aschenbrenner, a 23-year-old former OpenAI researcher, has leveraged a viral AI manifesto into a successful hedge fund managing over $1.5 billion. After being fired from OpenAI, Aschenbrenner penned an essay predicting the rapid arrival of artificial general intelligence (AGI) and a global AI race. This document became an investment thesis, attracting attention from tech leaders and policymakers. While some view him as a visionary, others question his lack of finance experience, suggesting his success stems from packaging existing ideas into a compelling narrative.

CoreWeave stock rises with new AI tools for developers

Cloud provider CoreWeave saw its stock increase after announcing new tools designed for AI developers. The company launched a serverless reinforcement learning service that allows programmers to train and monitor AI models more efficiently and at a lower cost compared to using Nvidia H100 GPUs locally. This offering complements CoreWeave's existing business of renting GPUs to major clients like OpenAI. The move follows CoreWeave's acquisition of Weights and Biases and its significant deals with OpenAI and Nvidia.

CoreWeave launches new AI agent tools, stock gains

CoreWeave has introduced Serverless RL, a new capability designed to accelerate the training of AI agents using reinforcement learning. The company's stock saw a significant rise following the announcement. This new service is presented as the first fully managed reinforcement learning capability available to the public. CoreWeave aims to enhance its offerings for developers working on AI projects, building upon its core business of providing GPU infrastructure.

Asian markets mixed amid quiet trading; AI deals boost Wall Street

Asian stock markets showed mixed results in quiet trading, while Japan's Nikkei 225 reached new record highs following expectations of government spending and tax cuts under a new prime minister. U.S. stock futures declined, and oil prices increased. Wall Street recently hit record highs, driven by enthusiasm over major AI deals, including OpenAI's agreement to use AMD chips. However, concerns about AI market overheating persist, with some experts warning of potential overinvestment. Comerica's stock surged after agreeing to be acquired by Fifth Third Bancorp.

Denver Mayor bets on AI to improve city services and trust

Denver Mayor Mike Johnston aims to enhance city services and rebuild public trust by implementing artificial intelligence, comparing the desired efficiency to that of delivery apps like DoorDash. At the DenAI Summit, Johnston discussed how AI could make government operations faster and more responsive. While proponents believe AI can streamline tasks and improve citizen experience, skeptics raise concerns about bias, job displacement, and ethical considerations. The city is exploring AI for functions like permitting and traffic enforcement, while ensuring human oversight remains crucial.

AI scams create fake UK businesses targeting shoppers

Scammers are using artificial intelligence to create convincing fake businesses, primarily targeting online shoppers. Websites like 'C'est La Vie' and 'Mabel & Daisy' use AI-generated images and fabricated backstories to appear as legitimate family-run UK businesses. Customers report receiving low-quality goods shipped from Asia after believing they were purchasing from local boutiques. Consumer groups warn that AI tools enable fraud on an unprecedented scale, and regulatory bodies are working to address misleading advertisements.

AI and open-source intelligence are key to US spying advantage

The United States needs to embrace artificial intelligence and open-source intelligence (OSINT) to maintain its strategic edge in spying. The explosion of openly available data, combined with AI's processing power, is redefining intelligence work beyond traditional secrets. Experts argue that OSINT, powered by AI, should become the foundation of intelligence gathering, requiring closer collaboration between public and private sectors. This shift is crucial for navigating the global technology race and geopolitical rivalries centered on AI and other advanced technologies.

Salesforce launches AI agents for security and compliance

Salesforce has introduced two new AI agents on its Agentforce platform to enhance enterprise security and compliance. One agent monitors activity and aids in investigations within the Salesforce Security Center, while the other streamlines compliance tasks in the Privacy Center. These agents can detect anomalies, initiate incident responses, and manage data privacy policies autonomously. Salesforce aims to help organizations improve efficiency and security by integrating AI into their workflows, bridging the gap between security experts and Salesforce users.

Monday.com's 'AI Month' sparks employee innovation

Software company Monday.com successfully boosted employee-generated ideas through its 'AI Month' initiative. This four-week program included workshops, speakers, and employee-presented demos focused on integrating AI into internal workflows and customer products. The effort led to the creation of new tools like Budget-Bot and Ask-Marketing for the marketing team, and Sherlock for internal performance analysis. Monday.com aims to align AI development with business objectives, improve speed-to-market, and create higher-quality products.

Google seeks right to bundle Gemini AI with Maps and YouTube

Google is asking a federal judge to allow it to bundle its Gemini AI service with popular apps like Google Maps and YouTube. The company argues that it has not gained monopoly power in the AI market and that Maps and YouTube are not monopoly products. The Justice Department proposed applying the same restrictions to Gemini as those imposed on Google Search and Chrome, which would limit bundling practices. Google contends that the AI industry is still developing and that bundling is a common practice among competitors.

Sources

• Miggo Security Named a Gartner® Cool Vendor in AI Security
• Miggo Security Named a Gartner® Cool Vendor in AI Security
• Miggo Security Named a Gartner® Cool Vendor in AI Security
• Noma Security Named a Cool Vendor in the 2025 Gartner® Cool Vendors in AI Security
• Miggo Security Named a Gartner® Cool Vendor in AI Security
• Dizzying deal delirium: How the AI bubble bursts
• How former OpenAI researcher Leopold Aschenbrenner turned a viral AI prophecy into profit, with a $1.5 billion hedge fund and outsized influence from Silicon Valley to D.C.
• CoreWeave stock rallies as it introduces new AI tools for developers
• CoreWeave unveils serverless reinforcement learning capability to build AI agents; stock rises
• Asian markets mostly higher in quiet holiday trading after AI deals push Wall St to more records
• Can AI Rebuild Trust in Government? Denver’s Mayor Thinks So
• How scammers are using AI to lure shoppers to fake businesses
• The Future of Intelligence Is Open
• Salesforce AI agents set to assist enterprises with security and compliance
• How software maker Monday.com's 'AI Month' unlocked a gusher of employee-generated ideas
• Google Wants Right to Bundle Gemini AI App With Maps, YouTube