In a seminal announcement for the chip industry, Nvidia made a $5 billion investment in Intel Thursday.
The plan for today’s and yesterday’s tech stars is to create joint CPU-GPU chips for both data centers and personal computers that combine Nvidia’s graphics processing units with Intel’s x86 central processing units, along with Nvidia’s fast NVLink chip interconnect. It’s unclear yet how much it will help Intel’s design business and it won’t help its money-burning manufacturing business at all, since the chips will be made by TSMC for the time being.
Nvidia says this isn’t just a matter of currying more favor with the Trump administration, which CEO Jensen Huang said was not involved, but they’re both part-owners of Intel now, so it’s hard to imagine that wasn’t a factor. In any case, both companies are likely to be stronger together. Perhaps it helps keep the U.S. more competitive versus China, but it definitely presents a bigger challenge for Advanced Micro Devices, which makes both kinds of chips.
At its annual Fal.con conference, CrowdStrike made its play to be the AI-driven cybersecurity platform — check out all our coverage below — but suffice to say that CEO George Kurtz is aiming high with a goal to create “Security AGI.”
Meantime, digital twins are proving effective in defending against cyberattacks.
Mark Zuckerberg pulled out the stops on his bid to make AR glasses supplant smartphones (hello, Apple) as the prime portal to all things online (and in the real world), debuting new models and providing early access to its Hyperscape technology for scanning real-world environments into VR. We can certainly use a better interface to information and interaction than phones. But his pitch that glasses such as this are the perfect home for AI, or what he calls “personal superintelligence,” seems rather too convenient and glosses over the user interface challenges of glasses.
AI infrastructure is getting an attempted makeover on every front, from chips to networking. AI inference chipmaker Groq raised $750 million at a $6.9 billion valuation, and Upscale AI raised $100 million to build out its new kind of AI networking infra, and AI cloud infra startup Boost Run is going public via a SPAC.
Still, mainframes may be seeing a resurgence in popularity in the AI era. Quantum computing keeps moving ahead too, as Quantum Motion delivered the first such computer that uses standard CMOS chip fabrication technology.
With the acquisition of Sana Labs, Workday doubled down on agentic AI. But who isn’t? Workday’s stock rose 7% Wednesday after hedge fund Elliott Management said it’s taking a $2 billion stake in the company.
OpenAI will launch a ChatGPT for teens, which will probably prove as (in)effective in limiting them as Meta with Instagram and so many others.
Next week, we’ll be covering events from Okta and Cloudera, then UiPath the following week.
Here’s all the news, views and analysis in enterprise and emerging tech this week from News and beyond:
AI and data: Workday buys Sana Labs while Elliott buys its stock
Money matters
Workday acquires Sana Labs for $1.1B to upgrade agentic AI work experiences
Nvidia may invest $500M in Wayve after reported $900M+ Enfabrica deal
Manufacturing startup Divergent raises $290M at $2.3B valuation
Dyna Robotics raises $120M to advance robotic foundation models
AI data provider Invisible raises $100M at $2B+ valuation
Airia raises $100M from its co-founder to build the security foundation for enterprise AI
Luminary Cloud raises $72M to advance AI-driven physical product design
CodeRabbit gets $60M to fix AI-generated code quality
Swedish AI firm EvoluteIQ raises $53M to scale up business process automation
Numeral raises $35M to automate sales tax with AI
Agentic AI startup Druid AI targets growth after raising $31M and hiring a new CEO
Macroscope raises $30M to speed up software projects with AI
Computer vision startup Ultralytics raises $30M in funding
Pascal AI raises $3.1M to scale autonomous investment research workflows
Ethosphere raises $2.5M to support retail associates with AI insights
Eagl raises $975K to bring AI agents to month-end close in finance
New models and services
OpenAI debuts GPT-5-Codex model to automate time-consuming coding tasks
Report: OpenAI poaches dozens of Apple employees amid consumer hardware push
Google’s Agent Payments Protocol provides a framework for AI to automate consumer purchases
Oracle expands Fusion HCM with 13 new AI agents for HR automation
AWS adds fully managed AI models: Qwen3 and DeepSeek-V3.1
MongoDB launches AI-powered service to modernize legacy applications
MongoDB gives on-premises developers hybrid search and vector features
Google’s VaultGemma sets new standards for privacy-preserving AI performance
Google is transforming Chrome into an AI-native browser
OpenAI, Google reasoning models achieve gold-level scores in ICPC coding contest
Gemini tops the App Store thanks to new AI image model, Nano Banana
Researchers detail Delphi-2M, an AI model capable of predicting 1,000+ diseases
Luma AI launches Ray3, a next-gen cinematic video generation model with built-in reasoning
OpenMind releases open-source OS for intelligent robots
Monday.com expands AI platform with new agents, enterprise tools and CRM campaigns
Druva launches Dru MetaGraph and new AI agents to unlock backup metadata intelligence
Microsoft expands Fabric with LinkedIn-based graph engine, real-time maps
Zoom unveils AI Companion 3.0 amid other innovations to optimize employee time And dig deeper with analysis from Zeus Kerravala: It’s an AI bonanza at Zoomtopia 2025
Read AI’s new agents help employees stay on top of work by analyzing all of their communications
CoreStory launches AI-powered code intelligence platform to modernize legacy software
ServiceTitan launches Atlas AI sidekick to automate contractor operations
Policy
Penske Media sues Google over AI summaries, claims abuse of search monopoly
OpenAI to launch ChatGPT for teens with parental controls as company faces scrutiny over safety
There’s even more AI and big data news on News
Around the enterprise: Nvidia joins the Intel bailout
Money matters
Nvidia to invest $5B in Intel as part of new chip partnership
Oracle shares climb on reports it could ink $20B cloud deal with Meta
Atlassian acquires developer productivity startup DX for $1B
AI inference chip startup Groq nabs $750M at $6.9B valuation
Microsoft to invest $4B to build second data center facility in Wisconsin
Octopus Energy to spin off Kraken software unit at potential $15B valuation
Upscale AI gets $100M for a new kind of AI networking infrastructure built on open standards
GPU cloud startup Boost Run to go public via de-SPAC merger
Spend and expense management platform Extend raised $20 million and announced a new chief financial officer, Francois Horikawa, former head of finance for PayPal’s Consumer business unit.
Dev tool startup Blacksmith Software gets $10M to accelerate continuous integration
IPO watch
StubHub slides 6% in NYSE debut after ticket seller’s long-awaited IPO
Netskope’s stock gains 18% following IPO that raised $908M
Top Amazon reseller Pattern opens at $13.50 in Nasdaq debut after IPO raised $300 million
New (and old) products and services
Mainframe confidence surges as modernization campaigns bear fruit
And in the same vein: Rocket Software aims to future-proof Cobol with AI integration and cloud-ready enhancements
Pulumi debuts its first AI agents to take on cloud platform engineering
Policy
China says Nvidia breached antitrust rules with Mellanox acquisition, but TikTok deal looms
We have lots more news on cloud, infrastructure and apps
Cyber beat: CrowdStrike aims for ‘Security AGI’
CrowdStrike Fal.con coverage
Breaking Analysis: From product to platform: How CrowdStrike navigates to durable growth
Special Breaking Analysis: CrowdStrike’s agentic pivot and George Kurtz’s Security AGI vision
CrowdStrike’s V-shaped recovery and cybersecurity’s future: TheCUBE’s day 1 keynote analysis at Fal.con 2025
Agentic security arrives: CrowdStrike leads Day 2 keynote at Fal.con 2025
CrowdStrike bets on agentic AI with new Falcon data layer and automated SOC agents
CrowdStrike and Check Point extend their AI security capabilities with new acquisitions
As AI reshapes cybersecurity, CrowdStrike bets on adaptive defenses
At CrowdStrike Fal.con, CEO George Kurtz says AI can help it become the top cybersecurity platform
CrowdStrike targets patching and threat intelligence gaps with new AI-powered tools
CrowdStrike expands Falcon with next-gen identity security and AI-era data protection
CrowdStrike stresses scaling AI for defense as adversaries weaponize new tools
Rubrik expands CrowdStrike partnership to strengthen identity resilience
Other new services
Digital twins give cyber defenders a predictive edge
Salesforce launches ‘Missionforce,’ a national security-focused business unit (per News)
1Password partners with Perplexity to bring secure credential management to Comet browser
Syncro Cloud Backup targets rising risks in Microsoft 365 and Entra ID
Money matters
SecurityScorecard acquires HyperComply to boost AI-driven compliance automation
Hack The Box acquires LetsDefend to expand ‘blue team’ training ecosystem
Irregular raises $80M to set AI security standards for frontier models
Fraud prevention firm SEON raises $80M to scale AI-driven compliance platform
Cybersecurity startup Vega gets $65M in funding to replace SIEM with SAM
Remedio raises $65M in first funding round to fuel expansion and AI innovation
Ray Security launches with $11M funding to advance predictive data security
More cybersecurity news here
Elsewhere in tech: Meta doubles down on smart glasses
Meta’s new Ray-Ban smart glasses have an integrated display and gesture-based controls
Quantum Motion brings transistor-based quantum computer online in major industry milestone
Insight from Intel Capital: Five forces shaping the next wave of quantum innovation
Humanoid robot startup Figure raises $1B+ at $39B valuation
And check out more news on emerging tech, blockchain and crypto and policy
Comings and goings
Fiverr cut 30% of staff in pivot to being “an AI-first company.”
HPE appointed former Aruba Networking head Phil Mottram EVP and chief sales officer.
HPE also named Keith Moran, vice president of Americas for AI storage provider Weka, its new vice president of storage and data services in North America (per CRN).
OpenAI hired Mike Liberatore, former finance chief at Elon Musk’s xAI, to be business finance officer, responsible for overseeing its massive infrastructure spending.
Cyber resilience firm Immersive Labs appointed former Rapid7 VP of Product Aniket Menon chief product officer and former Immersive VP of Engineering Thanos Karpouzis chief technology officer.
Yaron Galitzky, former VP of Surface devices and accessories at Microsoft, is new EVP of AI at Ceva, a provider of “smart edge” software and hardware intellectual property.
What’s next
Events
Sept. 24-26: Okta Octane, Las Vegas: TheCUBE will be onsite for interviews and analysis Sept. 24-25 and News will have all the news.
Sept 25: Cloudera Evolve, New York City: TheCUBE will be onsite and News will have all the news.
Sept. 29-Oct. 2: UiPath Fusion, Las Vegas: TheCUBE will be onsite Sept. 30-Oct. 1 and News will have all the news.
Earnings
Tuesday, Sept. 23: Micron
Thursday, Sept. 25: Blackberry
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