🎧 Sep 30 Brief · archive
Welcome to the BrevFeed daily tech briefing for Wednesday, September 30. We've got 8 stories for you today across A.I., security, software, cloud, hardware and startups. Let's get into it.
In AI news, AMD has announced its acquisition of World Labs, an AI firm specializing in deep learning models for understanding physical reality, in an all-stock deal valued at 8.2 billion dollars.
World Labs' founder, Dr. Fei-Fei Li, a pioneer in AI and computer vision, will join AMD as Executive Vice President and Chief Scientist, reporting directly to CEO Dr. Lisa Su. This move aims to integrate AI development closer to hardware and expand AMD's AI ecosystem.
World Labs, founded in 2024, quickly gained recognition for its work, including its 'Marble' product, which generates interactive 3D worlds from prompts. The acquisition is expected to accelerate AMD's AI chip development by aligning it with the needs of advanced AI models, particularly those that simulate and understand physical environments.
In hardware, Nvidia has announced record revenue for the past quarter, bringing in 96.2 billion dollars. The company projects an even higher 108 billion dollars for the coming quarter, a milestone previously reached by tech giants like Amazon and Apple.
This significant growth is largely fueled by Nvidia's data center business, which generated 89 billion dollars last quarter, more than doubling its revenue year-over-year. This performance highlights Nvidia's crucial role in the artificial intelligence industry, as major tech companies rely on its chips for their AI infrastructure.
Nvidia's consumer gaming division also saw an increase, contributing 7.2 billion dollars, a 27% rise from the previous year. However, the company noted that this segment was affected by slower PC sales and higher memory and system prices due to component shortages.
In European tech policy, the European Commission has introduced the EU Kids Act, a new proposal to regulate minors' access to social media. If adopted, the law would ban social media use for children under 13 and require parental supervision for those aged 13 and 14.
Under the proposed legislation, individuals could only create their own independent social media accounts at age 15. For children between 13 and 15, access would be through 'mini accounts' managed by guardians, with potential limits on social contacts and screen time. Platforms would also need to implement 'safe by design' features, including parental controls and restrictions on addictive elements.
This move reflects growing global concern, with similar regulations emerging elsewhere. France, for instance, approved legislation last January banning social media for children under 15. Australia's eSafety Commissioner reported 4.7 million under-16 accounts were restricted after its ban, though some teenagers still found ways to access platforms. The UK government is also set to ban under-16s from 'high-risk' social media platforms this March, with additional restrictions for 16 and 17-year-olds.
In AI news, OpenAI has unveiled "Dots," a new type of persistent AI agent at its recent DevDay event. These agents are built on the GPT-6 Astra model and are designed to operate continuously in the background, pursuing user-defined goals with minimal oversight.
Unlike many existing AI agents, Dots are described as "always-on" systems capable of managing multiple projects and retaining information across different platforms like ChatGPT, Slack, and Microsoft Teams. They function using their own cloud computers and browsers, enabling them to perform tasks independently.
Dots can connect to over 4,000 applications through OpenAI's plugin ecosystem, offering a broad range of functionalities. They are designed to learn user preferences over time, adapting to individual working styles and requirements, and are available to ChatGPT Pro and Business Premium users.
In hardware, leaks suggest Google's Pixel 11 series will launch in August, with an event possibly on August 12th and availability by August 20th. A key change is the removal of the 128-gigabyte storage option, making 256 gigabytes the new base model.
This shift comes with a projected price increase of 100 euros across all configurations. The Pixel 11 is expected to start at 999 euros, the Pixel 11 Pro at 1,199 euros, and other advanced models even higher. This move positions the Pixel 11 series more firmly in the high-end smartphone market, intensifying competition with other flagship devices.
These price adjustments are reportedly due to broader industry trends, including a significant rise in manufacturing and material costs, particularly for RAM. Observers are watching to see how these changes will affect Google's market share as it aims to capture a larger segment of the premium smartphone sector.
In AI, the Trump administration has launched America.gov, a new government website designed to help citizens navigate federal services. The site integrates artificial intelligence from Google's Gemini and Elon Musk's Grok, which is now developed by SpaceXAI. U.S. Chief Design Officer Joe Gebbia stated that the goal is to improve the user experience for the estimated 40 million daily interactions with government websites.
President Trump unveiled America.gov at an event in Washington, calling it a "reinvention of your government for the 21st century and beyond." The site aims to be the main portal for federal services, with plans to offer transactional capabilities like Medicare enrollment and passport applications next year. An executive order also directs the integration of Login.gov with America.gov.
The chatbot on America.gov is designed not to retain search history or messages, use precise GPS location, or require an account. However, concerns have been raised about the risks of AI hallucination, where inaccurate information could have serious consequences for users seeking government services.
In a significant move for enterprise AI, Meta Platforms has hired CJ Desai, the former CEO of MongoDB, to lead its new Meta Enterprise Platform. Desai will serve as Chief Enterprise Platform Officer, reporting directly to Mark Zuckerberg, and will focus on developing AI tools and services for businesses.
This new platform aims to commercialize Meta's AI stack, offering products like the Muse agent, a business agent, and a coding tool to companies and developers. Mark Zuckerberg has described the Meta Enterprise Platform as the 'next major pillar' of Meta's business, signaling a strong push into the enterprise AI market.
The news had an immediate impact on the stock market. MongoDB shares dropped 20% following Desai's departure, with Dev Ittycheria named interim CEO. Meta's stock also saw a decline of about 4% after the announcement.
In AI security, three startups, Onyx Security, Obsidian Security, and Mindgard, have collectively raised over 228 million dollars in recent funding rounds. These investments highlight a growing focus on securing AI systems and agents within enterprise environments.
Onyx Security secured 113 million dollars for its AI agent control platform, which identifies and regulates AI tools across corporate networks, tracking agent decision-making and intervening in malicious behavior. Obsidian Security raised 85 million dollars, reaching a 1.1 billion dollar valuation, to expand its agentic AI security platform. This platform governs AI agents and SaaS applications, monitoring access and execution within enterprise systems.
Finally, Mindgard received 30 million dollars for its AI security and red-teaming platform. This platform identifies and exploits vulnerabilities in AI agents and models, providing runtime protection. These significant investments underscore the industry's recognition of the security challenges posed by AI adoption, as companies seek solutions for oversight, governance, and protection against vulnerabilities.
That's the BrevFeed daily briefing. We'll be back tomorrow with the stories that matter in tech. Thanks for listening.