Today's AI Pulse
Anthropic shuts down Claude Fable 5 and Mythos 5 after US export‑control warning
Anthropic disabled access to its Claude Fable 5 and Claude Mythos 5 models after the Trump administration, via the Commerce Department, warned that foreign nationals could exploit the systems. The move followed alerts from Amazon and other firms about a potential jailbreak that could aid cyber‑security attacks. Anthropic declined the administration’s request for a voluntary shutdown but complied with the order.
Also developing:
By the numbers: AMD acquires AI memory‑optimization pioneer Mext
Tassie Cybersecurity Scaleup Upguard Pockets $105 Million Series C
UpGuard, the Hobart‑based cybersecurity firm, closed a $75 million Series C round led by Springcoast Capital, with participation from August Capital, Square Peg and Pelion Venture Partners. The capital will accelerate development of its AI‑powered cyber‑risk posture management (CRPM) platform, expand go‑to‑market operations, and fund strategic acquisitions. UpGuard now serves customers in 90 countries and maintains a presence in 14 markets, positioning it as a mid‑market leader in automated risk assessment. The raise underscores growing investor confidence in AI‑driven security solutions.
Tesla's Minor Update Signals Imminent Autonomous Driving
AI is speeding up. My eight year old Tesla, which I am being driven in now, just got a big update that they say in notes is a “minor” update. At this pace we will have self driving with no attention needed...
Hardware, Cybersecurity Thrive; AI Compresses Software Services
The Goldman Sachs list of AI winners & losers: Supposed winners: - Cloudflare - CrowdStrike - Palo Alto Networks - Oracle - Microsoft - Amazon - Alphabet - Nvidia - TSMC - Micron - Arista Networks - Palantir - Zoom - Vertiv - Eaton - NextEra Energy Supposed losers: - https://t.co/yZK0mvfWhp - Salesforce - DocuSign - Accenture - Duolingo - Workday - SAP - Atlassian - UiPath -...
Building One AI Brain for Every Robot
Deepak Pathak, Carnegie Mellon professor turned CEO, founded Skild AI to create a universal AI brain that can control any robot across tasks. The startup recently secured $1.4 billion in funding, valuing it at more than $14 billion, with investors including SoftBank,...
Vercel Automates 90% Support, but Model Upgrades Falter
📈 The Vercel support agent is now handling ~90% of customer inquiries without human intervention. Shockingly, we've been unable to upgrade to Opus 4.6 from 4.5 without measurable performance and customer sentiment degradation. The "best model" is a moving target. Bullish on...
Bloomberg Daybreak Asia: Nvidia Outlook Tops Estimates (Podcast)
Nvidia projected fiscal Q1 revenue of about $78 billion, topping the average Wall Street forecast of $72.8 billion and approaching the high‑end $80 billion outlook. CEO Jensen Huang highlighted a surge in enterprise adoption of AI agents, indicating that corporate customers are joining...
Beyond Reskilling: What Companies Can Do About AI Displacement
In a recent conversation, Khan Academy CEO Sal Khan highlighted how generative AI is accelerating workforce displacement across industries. The discussion emphasized that traditional reskilling programs are no longer sufficient to prepare employees for AI‑augmented roles. Executives are urged to...
Canadian Legal Information Institute Unveils AI-Powered Search Assistant CanLII Search+
The Canadian Legal Information Institute (CanLII) has launched CanLII Search+, a generative‑AI‑powered search assistant that translates everyday language into structured legal queries. Built on Lexum’s infrastructure, the tool pulls answers exclusively from CanLII’s own database of case law, legislation and...
SafetyCulture Founder Luke Anear Returns as CEO to Be ‘Present’ in Sydney HQ
SafetyCulture announced that founder and executive chairman Luke Anear will step in as interim CEO after the departure of US‑based CEO Kelly Vohs on March 31. The change aims to provide a consistent leadership presence at the Sydney headquarters while the...
From Back Office to Strategic Insights: How AI Is Transforming Payroll
Artificial intelligence is moving beyond basic automation in payroll to handle timesheet verification, anomaly detection, and compliance monitoring across jurisdictions. Vendors and experts say AI augments payroll professionals, freeing them to provide strategic insights on compensation costs and labor forecasting....
New ETH Zurich Study Proves Your AI Coding Agents Are Failing Because Your AGENTS.md Files Are Too Detailed
A new ETH Zurich study reveals that overly detailed AGENTS.md files degrade AI coding agent performance and raise inference costs. Experiments with models such as Sonnet-4.5, GPT-5.2, and Qwen3-30B showed auto‑generated context reduces success rates by about 3%, while human‑crafted...
AMD Commits $250M To Nutanix To Accelerate Enterprise Agentic AI Infrastructure
AMD announced a $250 million strategic partnership with Nutanix, buying $150 million of Nutanix common stock and committing up to $100 million for joint R&D and go‑to‑market efforts. The collaboration will integrate Nutanix’s Cloud and Kubernetes platforms with AMD’s EPYC CPUs, Instinct GPUs,...
Trillium Health Partners Deploys Clinical AI to Provide Faster, Safer Care
Trillium Health Partners has launched a clinical AI application that automatically detects intracranial hemorrhage on head CT scans, flagging urgent cases in real time. The tool, sourced through Sectra Amplifier Services, also identifies midline shift, mass effect and skull fractures,...
Synthetic Data Breaks Biggest Bottleneck: Access to High-Quality Data
Canadian researchers have built synthetic populations at the health‑region level to simulate pandemic scenarios without exposing personal health data. Synthetic data, generated by machine‑learning models trained on real records, promises faster access for developers and mitigates privacy barriers that traditionally...
Gushwork Bets on AI Search for Customer Leads — and Early Results Are Emerging
Gushwork, an India‑founded startup, closed a $9 million seed round that values it at $33 million post‑money. The company’s AI‑driven platform creates search‑optimized content, builds backlinks, and tracks leads to help businesses appear in AI‑powered search results such as ChatGPT and Gemini....
Secure and Fast Deployments to Google Agent Engine with GitLab
The tutorial shows how to deploy a Google Agent Development Kit (ADK) AI agent to Google Cloud's Agent Engine using GitLab’s native Google Cloud integration and CI/CD pipelines. It walks through configuring IAM with Workload Identity Federation, creating a .gitlab-ci.yml...
Mixture of Experts (MoEs) in Transformers
Mixture‑of‑Experts (MoE) Transformers replace dense feed‑forward layers with multiple lightweight experts, activating only a few per token to keep inference cost low while preserving the capacity of much larger models. The Hugging Face transformers library introduced a WeightConverter that merges and splits...
IQIYI Inc (IQ) Q4 2025 Earnings Call Transcript
iQIYI reported total revenue of RMB 6.7 billion for Q4 2025, a modest 1% sequential increase driven primarily by premium long‑form dramas and a 48% jump in distribution revenue from theatrical investments. Membership services rose 3% sequentially, while online advertising slipped 2% as...
Baidu Inc (BIDU) Q4 2025 Earnings Call Transcript
Baidu posted a modest 2% year‑over‑year decline in Q4 total revenue to RMB 34.1 billion, while its AI‑focused businesses accelerated. AI Cloud revenue jumped 26% YoY to RMB 7.1 billion, driven by strong ERNIE API adoption that rose 178% quarter‑over‑quarter. Consumer products also performed...
Anthropic Acquires Computer-Use AI Startup Vercept After Meta Poached One of Its Founders
Anthropic announced the acquisition of Vercept, a Seattle‑based AI startup known for its computer‑use agent Vy, and will retire the product by March 25. Vercept, which raised $50 million from investors including Eric Schmidt and Jeff Dean, joins Anthropic’s Claude Code team following a...
New Dell Server Aims to Expand Edge AI in Harsh Environments
Dell introduced the PowerEdge XR9700, a ruggedized, liquid‑cooled server built for edge AI and cloud‑RAN deployments in harsh outdoor settings. The chassis is IP66 sealed and operates from –40°F to 115°F, eliminating the need for climate‑controlled shelters. Powered by Intel’s...
Vietnam: AI and Data Economy Key to 2026 Development Goals
Prime Minister Pham Minh Chinh urged a decisive breakthrough in Vietnam’s digital economy, positioning data and artificial intelligence as core growth pillars for the 2026 development agenda. He highlighted chronic delays in database integration, insufficient digital infrastructure, and a shortage...
AI Token Demand Will Drive $700B Compute Surge
The final question of the call turned into a 7-minute Jensen manifesto on how growth can continue. $NVDA My take: It passed the sniff test. Here’s the play-by-play: Goldman asked if Jensen still feels good about growth accelerating beyond the April quarter. Jensen...
Hong Kong: 2026–27 Budget Accelerates AI and Innovation Leadership
Hong Kong’s 2026‑27 Budget places artificial intelligence at the core of its economic strategy, pledging multibillion‑dollar subsidies for AI research and a new Committee on AI and Industry Development Strategy. The plan expands computing capacity with a large‑scale data centre...
Nvidia Has Another Record Quarter Amid Record Capex Spends
Nvidia posted a record $68 billion quarter, a 73% year‑over‑year increase, driven largely by its data‑center business. Data‑center revenue reached $62 billion, split between $51 billion in compute and $11 billion in networking products, pushing full‑year revenue to $215 billion. The company still reports no...
The ERP Minute Episode 226 - February 24th, 2026
In this brief episode, host Rebecca McCabe highlights Sage Intacct's new AI-powered features for finance teams, including a finance intelligence agent, close automation, cash intelligence, and a data cloud, aimed at reducing system switching and enhancing decision‑making. She also covers...
SeedDance 2.0: AI Video Generator
The episode dives into ByteDance's new AI video generator, SeedDance 2.0, highlighting its impressive quality, lack of copyright filters, and the backlash from Hollywood over potential trademark and deep‑fake violations. Hosts discuss practical uses—from filmmakers and advertisers to YouTubers and...
Major Brands Launch ChatGPT Ads, Activity Rises
Update on ChatGPT Ads: Adthena is seeing an uptick in activity. Their CMO posted more examples this afternoon on LinkedIn of ads they are seeing and pinged me there. Advertisers spotted so far: 🔹 Best Buy 🔹 AT&T 🔹 Pottery Barn...
Report: Agentic AI to Reduce Entry-Level Hiring Needs
Gartner’s 2025‑2026 survey of 509 global supply‑chain leaders finds that 55% expect agentic AI to shrink entry‑level hiring, while 51% anticipate broader workforce reductions. The majority (86%) agree AI adoption will force new talent‑pipeline processes, especially among high‑performing firms that...
AI-Enabled Tool for Enhancing Storm Response and Grid Operations
IFS unveiled Resolve for Utilities, an AI‑enabled field service solution designed to boost storm response, crew coordination, and daily grid operations. Built on IFS's existing FSM platform, the tool incorporates IFS Nexus Black AI to automate crew callouts, enhance mutual‑aid...
Turn SketchUp Gardens Into Walkable 3D with AI
🪴 To prove this works, I pulled a random SketchUp garden design from web, put it in 🏡 Interior AI and now you can walk around in it Gardens work and it supports decks, patios, pools, car parks etc already And more...
Google Releases ‘Gemini Enterprise’ Mobile App, Adds @Google Chat for Workspace
Google has released Gemini Enterprise mobile applications for Android and iOS, extending its AI work‑assistant platform to enterprise users. The apps are offered in early‑access by invitation only and are packaged as a standalone 33 MB Android app. Gemini Enterprise now...
AI Infrastructure Becomes 2026’s Competitive Edge
2026: The Year AI Infrastructure Becomes Your Competitive Strategy A recent Forbes article states that experts declare we are moving from AI curiosity to capability. The era of experimental pilots has ended. AI agents now deploy in real workflows. They plan, decide,...
AI's Disruption Will Multiply Productivity, Reduce Workforce
The central takeaway from $NVDA's results and April guidance: The most knowledgeable companies in the world when it comes to building AI increasingly believe it will be wildly disruptive. What does "disruptive" mean? It will be messy. Productivity per knowledge worker...
PROPTECH-X : A Day in the Life of a Commercial Real Estate Broker Using AI
PropTech‑X illustrates a typical day for a commercial real‑estate broker powered by an AI‑enabled CRM. The platform automates data entry, email drafting, meeting coordination and property searches, trimming administrative effort by roughly 60 percent. With routine tasks handled by AI,...
AI Math Advances Threaten Cryptography More Than Quantum
Huh. I think Justin Drake is right. I think the threat of AI-powered math breakthroughs against modern cryptography is greater than the threat of quantum computer breakthroughs against modern cryptography. ⤵️
Anthropic Launches Claude Cowork for Banking with Data Plugins
Anthropic is taking its magic tricks to financial services.... Claude Cowork for banking. - Plugins tailored for investment banking, private equity, equity research, and wealth management. - Integrations with financial data providers like FactSet, MSCI, S&P Global, and LSEG. https://t.co/pRISD6broy
AI Teaching Assistants Provide Extra Support for Faculty and Students
Fort Hays State University piloted an AI teaching assistant that ingests course syllabi and assignments to answer student queries and give formative feedback. Faculty report a lighter workload while students value 24/7, course‑specific support. Parallel pilots at the University of...
Privacy Must Be Built Into AI Data Workflows
RT High-level policies aren't enough. It's time for audits, training, DSPM, and privacy-by-design in AI workflows. If privacy isn't built into how data moves, you're hoping - not leading. #DataGovernance #AI #CIO @Star_CIO https://t.co/Naq82FuMWZ
Moonlake's New World Models Redefine Game Development
Inside the @moonlake world models, just released today, for video gaming with founder @sunfanyun. We go deep about the future of video game development. Wow. https://t.co/yDg0M6yDmG
RAIN Notes: February 25
Google announced the acquisition of ProducerAI, the former Riffusion, to boost its AI‑driven music generation suite. The platform, already integrated with Google’s Lyria 3 model and Gemini AI, will let Google Labs users create full songs and lyrics from text prompts...
Build for Tomorrow’s LLM, Not Today’s
Boris Cherny (@bcherny) on the @LightconePod about how he approached building Claude Code: "At Anthropic, we don't build for the model of today, we build for the model of six months from now. And that's still my advice to founders that...
Nvidia Hints at Expanded OpenAI Tie, Meta's AMD Pivot
Jensen takes the mic for three minutes: OpenAI: Confirmed they are nearing an expanded partnership (following reports of a $30B+ equity stake). Meta: Says things are "going well," though avoided addressing Meta’s recent pivot to AMD for certain workloads. Then turned it over...
New Project Aims to Translate Client Reviews Into 'Relationship Alpha'
The University of Texas at Austin’s McCombs School launched a graduate capstone that applies natural language processing and machine learning to thousands of Wealthtender client reviews, creating a new metric called “relationship alpha.” The project, led by a half‑dozen analytics...
AI's Rapid Rise Validates Agents; NVDA Results Expected
AI is accelerating faster than people not using these tools can grasp. Those building with agents today are not surprised by the $NVDA results and guidance.
Clinical AI's Future Hinges on Knowledge Integrity Over Architecture
AI isn’t just exposing workflow gaps in healthcare — it’s exposing content fragmentation. The future of clinical AI may depend less on model architecture and more on knowledge integrity. More from @ElsevierConnect at #ViVE2026.👇👇 https://t.co/zbay0c1z1x
NVDA Beats Expectations, AI Infrastructure Trade Surges 79% YoY
The AI Infrastructure Trade is alive and well. The bar was high going into $NVDA earnings. Most investors were expecting the high end of the April revenue guide would imply around 70% yy growth. The actual guide high end implies...
From Desired Memory to Full Recall: AI’s Timeline
agent request timeline 2024: we want memory 2025: we want to select what memories 2026: remember every single thing i've ever told you
AI Webinar Shows How to Spot Catalysts and Top Stocks
I just posted my @Deepvue AI Webinar where I demo how to: ✅ Find Catalysts ✅ Find Leading Stocks ✅ Analyze Themes ✅ Analyze Market Conditions Retweet 👇 https://t.co/Aa5sIh7RUR
AI Everywhere
It's becoming impossible for children to avoid interacting with AI, and platforms are doing very little to give parents control. Now, Roblox now has games with AI. What can it do, and how worried should you be? I've got you...