The selloff in AI infrastructure stocks like Broadcom and Oracle continued Monday, signaling investor anxiety over the massive capital spend. Despite strong earnings, the market is getting nervous about the returns.
The data intelligence company Databricks has raised a massive $4 billion in a Series L round, valuing it at $134 billion. This comes as the company’s AI-focused products now generate over $1 billion in annual run-rate revenue, growing at 55% year-over-year.
OpenAI has poached Albert Lee, Google’s senior director of corporate development, to lead its own dealmaking. This follows a string of high-profile business hires and a busy 2025 of acquisitions. The move strongly hints that OpenAI is preparing for a major expansion through M&A.
Boris Cherny, creator of Claude Code, says vibe coding is only for “throwaway code and prototypes.” For critical systems, he pairs with AI and often writes by hand. The tech is improving fast, but leaders warn of mistakes and security gaps.
An Israeli startup called Echo just landed $35 million to fix a critical security flaw at the base of modern cloud apps. Their plan? Use AI agents to rebuild container images from scratch, eliminating vulnerabilities before they’re even deployed.
The Humanoids Summit drew 2,000+ engineers and investors to debate the future of robots. While AI has sparked new investment, pioneers like Rodney Brooks warn it’s a very, very big hill to climb. The race is on, with China pushing hard for a 2025 ecosystem.
According to a CNBC report, the FDA may add its most serious safety warning to Covid vaccines. The plan, driven by Dr. Vinay Prasad, is not finalized and has not been confirmed by HHS officials.
AI is moving from hype to a core maintenance tool for the Linux kernel. At recent summits in Tokyo, maintainers formalized its use for CVE triage and backporting, while grappling with disclosure and legal questions. The focus is on augmenting overwhelmed humans, not replacing them.
A new report reveals the biggest AI threat isn’t job loss—it’s corporate unpreparedness. With no master plan, companies are forced to write their own rules in real time, making strategy more critical than ever.
President Trump has signed an executive order aiming to create a national AI framework, effectively blocking state-level regulation. The order, crafted with VC David Sacks, could punish states by withholding federal broadband funds.
