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More than 120 companies have been identified as making or threatening to make an AI processor of some form, from edge and IoT-class devices to hyperscale data center accelerators. Collectively, these firms have attracted more than $13.5 billion in start-up funding with dozens raising $100 million or more in the past year alone. There is big money involved; in addition to the $13.5 billion in venture funding, an estimated $60 billion in R&D has been spent by 26 public companies according to the Q3 2025 AI Processors Market Development Report from Jon Peddi

F5 today announced its intention to acquire for $180 million Dublin, Ireland-based CalypsoAI, a private company that delivers adaptive AI security capabilities that F5 says it will integrate into its F5 Application Delivery and Security Platform (ADSP). The CalypsoAI acquisition will let F5 offer technology to enterprise customers that will secure AI models, agents, and inference across different environments, F5 says. F5’s ADSP is a unified platform that converges application delivery and security services to secure and optimize applications and APIs across on-premises, private cloud, public cloud, and edg

The vision of Ambient AI in smart homes promises an intelligent system that understands and adapts to its occupants. Despite an abundance of smart devices offering varying capabilities, smart home ecosystems remain disjoint and fragmented. Each device has been carefully designed to serve a primary function in isolation, yet they rarely coalesce into a truly intelligent system. This article discusses a proposal for a novel foundation model, HomeLM, which can be designed to bridge this gap. HomeLM’s vision is to transform disparate sensor signals from heterogeneous devices into a cohesive a

Google is rolling out a free data transfer service for enterprises in the EU and the UK as the deadline for key provisions of the EU Data Act targeting data interoperability to reduce vendor lock-in looms at the end of the week. The new offering, called Data Transfer Essentials, waives egress fees for multicloud transfers within the same company for a large set of Google services, and according to Google is a direct response to Article 34 (Chapter VIII) of the EU Data Act. This particular statute of the Act allows customers to use multiple cloud servic

Azure customers who have been struggling with capacity problems in Microsoft’s US East region are set to receive a timely boost. To meet the growing demand from its customers, Microsoft has entered into a deal with Dutch provider Nebius which will enable Nebius to deliver dedicated capacity to Microsoft from its new data center in Vineland, New Jersey for the next five years. Microsoft said that the deal will include the provision of extra capacity, if required. There have been a number of resourcing issues in Microsoft’s data centers over the past few months, most notably a major problem on July 29 during which customers were unable to allocate resources for virtual mac

With its legacy of innovation in GPU technology, Nvidia has become a dominant force in the AI market.  Nvidia’s partners read like a technology who’s who list – e.g., AWS, Google Cloud, Microsoft Azure, Dell, HPE – and also crosses into vertical industries such as healthcare, finance, automotive, and manufacturing. Fr

Splunk, a Cisco company, unveiled at its .conf25 conference this week, agentic AI-powered security and observability capabilities designed to automate threat response, streamline IT operations, and manage complex environments. Cisco introduced Splunk Enterprise Security Premier and Splunk Enterprise Security Essentials, which the company says will unify security workflows across threat detection, investigation, and response (TDIR). Built on Splunk Enterprise Security 8.2, these new products feature AI agents that can orchestrate and automate complex workflows. “We’re taking all the different e

Most mainframe customers are implementing generative AI on the mainframe, and they’re expecting their AI investments to drive significant cost savings and boost revenues, new research finds. Collectively, mainframe customers surveyed by Kyndryl are forecasting $12.7 billion in cost savings and $19.5 billion in increased revenues. Among the organizations polled, nearly 90% have implemented or plan to implement generative AI tools in their mainframe environments. Top use cases include enhanced performance and resource allocation, fraud detection, and security and thr

Cadence has updated to its Cadence Reality Digital Twin Platform library with the addition of digital twins for Nvidia’s DGX SuperPOD with DGX GB200 systems. Cadence Reality Digital Twin Platform is a design tool that lets data center administrators design and lay out a digital twin of their data center showing compute, networking, storage, electricity and backup, and cooling systems, before building it.  Once the completed data center is built, operation can be simulated under a variety of laws and circumstances. The Cadence Reality Digital Twin Platform enable

Nvidia has taken the wraps off a new purpose-built GPU along with a next-generation platform specifically targeted at massive-context processing as well as token software coding and generative video.       The Rubin CPX chip is a derivative of Nvidia’s next-generation Rubin GPU (the successors to the Blackwell GPU) for massive context inference. In terms of practical use, Rubin CPX is focused on the highest performance and token revenue for long-context processing. Generative AI provid