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Investing.com -- Raymond James upgraded Arista Networks to Outperform with a price target of $164 per share in a note on Friday, citing improving growth prospects in 2027 and beyond as the networking company expands into new AI applications and gains market share in both the AI back-end and enterprise campus segments.



Article URL: https://disassociated.com/social-news-aggregator-digg-returns-again/ Comments URL: https://news.ycombinator.com/item?id=48149661 Points: 1 # Comments: 0

Osaurus combines local and cloud AI models in a Mac app that keeps users’ memory, files, and tools on their own hardware.

Soaring artificial intelligence (AI) spending may cut the cord on one of Wall Street's biggest tailwinds.

In recent days, Microsoft appointed former EY global chairman and CEO Carmine Di Sibio to its board and saw its overhauled OpenAI partnership formalized with a reported US$38 billion cap on revenue-sharing payments, while continuing to broaden AI collaborations and infrastructure investments. These moves highlight Microsoft’s effort to balance a large, but now capped, economic exposure to OpenAI with a wider, more independent AI ecosystem spanning new startup partnerships and internal...

The Google parent sold ¥576.5 billion ($3.6 billion) of bonds as competition to fund centers and AI infrastructure intensifies.
AI chipmaker priced shares above range as IPO demand exceeded available shares more than 20 times.

The Thinking Machines Lab founder and former CTO of OpenAI tells WIRED she isn’t interested in automating people out of jobs. Instead, she’s building AI that can collaborate.

Wirestock has over 700,000 creators on its platform, which supplies photos, videos and 3D content to AI labs.

Demand for the AI chipmaker's debut was more than 20 times oversubscribed. But history offers some sobering context for what could come next.

"The conversation is sort of happening in Silicon Valley around one thing, and a totally different conversation is happening among consumers."

Article URL: https://apnews.com/article/whatsapp-meta-ai-chatbot-privacy-9a5f7565c969cbf04cf150dfc318cfae Comments URL: https://news.ycombinator.com/item?id=48130297 Points: 4 # Comments: 0

A federal jury is now deciding whether Elon Musk will win his lawsuit against OpenAI and Sam Altman—but the trial has made everyone look bad.

Anthony Grieco, Cisco’s SVP and chief security and trust officer, did not hesitate when VentureBeat asked whether rogue agent incidents are reaching Cisco’s customer base. "A hundred percent. We see them regularly," Grieco told VentureBeat in an exclusive interview at RSAC 2026. "I've heard some that I can't repeat, but they do get to the places of, you know, agents are doing things that they think are the right things to do." The incidents Grieco described follow a consistent pattern: authentication passes, identity checks clear. The agent is exactly who it claims to be. Then it accesses data it was never scoped to touch or takes an action nobody authorized at that level of granularity. The failure is not identity; it's authorization. "The business is saying things like, we're gonna have 500 agents per employee," Grieco told VentureBeat. "The security leaders are really focused on how to make sure that we do that securely." Cisco’s State of AI Security 2026 report found that 83% of or

Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 IPO price — and rocketing past a $100 billion market capitalization in its first hours of trading. The debut instantly crowned Cerebras as one of the most valuable semiconductor companies on Earth and validated a decade-long bet that the AI industry would eventually demand a fundamentally different kind of chip. The company sold 30 million shares at $185 apiece, raising $5.55 billion in what Bloomberg reported as the largest U.S. tech IPO since Uber went public in 2019. The final pricing shattered expectations: Cerebras initially marketed shares at $115 to $125, then raised the range to $150 to $160 as investor demand surged, before ultimately pricing above even that elevated band. "This is just a new beginning," Julie Choi, Senior Vice President and Chief Marketing Officer at Cerebras, told Ventu
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AI video generation startup Runway is betting that video generation is the path to world models. And that being an AI outsider is an advantage, not a liability.

OpenAI is so frustrated with Apple over a ChatGPT integration that failed to deliver the subscribers and prominence it expected that the company is now actively exploring legal action against the iPhone maker.

Article URL: https://smallwarsjournal.com/2026/05/12/ai-cyberattack-critical-infrastructure-mexico-dragos/ Comments URL: https://news.ycombinator.com/item?id=48140717 Points: 4 # Comments: 0

For decades, the IQ test has been one of the most familiar — and most contested — yardsticks for human intelligence. Now, a startup project called AI IQ is applying the same metaphor to artificial intelligence, assigning estimated intelligence quotients to more than 50 of the world's most powerful language models and plotting them on a standard bell curve. The result is a set of interactive visualizations at aiiq.org that have ricocheted across social media in the past week, drawing praise from enterprise technologists who say the charts make an impossibly complex market legible — and sharp criticism from researchers and commentators who warn the entire framework is misleading. "This is super useful," wrote Thibaut Mélen, a technology commentator, on X. "Much easier to understand model progress when it's mapped like this instead of another giant leaderboard table." Brian Vellmure, a business strategist, offered a similar endorsement: "This is helpful. Anecdotally tracks with personal

Article URL: https://developer.puter.com/blog/puter-zai-annoucement/ Comments URL: https://news.ycombinator.com/item?id=48141057 Points: 10 # Comments: 2

Observability startup Raindrop AI’s new open source, MIT Licensed "Workshop" tool, launched today, gives developers something that they've likely wanted, perhaps subconsciously, since the agentic AI era kicked off in earnest last year: a local debugger and evaluation tool specifically designed for AI agents, allowing devs to see all the traces of what their agent has been doing in a single, lightweight Structured Query Language (SQL) database file (.db) It functions as a local daemon and UI that streams every token, tool call, and decision to a local dashboard—typically hosted at localhost:5899—the moment it occurs. By visiting their localhost, developers can then see everything their agent was up to — including mistakes or errors — and identify what went wrong, when, and ideally, discern why. It's all stored in a single .db file, which takes up relatively little memory, according to a X direct message VentureBeat received from Ben Hylak, Raindrop's co-founder and CTO (and a former App

A code migration agent finishes its run, and the pipeline looks green. But several pieces were never compiled — and it took days to catch. That's not a model failure; that's an agent deciding it was done before it actually was. Many enterprises are now seeing that production AI agent pipelines fail not because of the models’ abilities but because the model behind the agent decides to stop. Several methods to prevent premature task exits are now available from LangChain, Google and OpenAI, though these often rely on separate evaluation systems. The newest method comes from Anthropic: /goals on Claude Code, which formally separates task execution and task evaluation. Coding agents work in a loop: they read files, run commands, edit code and then check whether the task is done. Claude Code /goals essentially adds a second layer to that loop. After a user defines a goal, Claude will continue to turn by turn, but an evaluator model comes in after every step to review and decide if the go

The MIPI Alliance, an international organization that develops specifications that standardize wired interfaces for mobile and other connected ecosystems, has announced the formation of a “Physical AI Birds of a Feather (BoF) group” dedicated to exploring upcoming technologies and trends in the physical AI market, with an initial focus on humanoids. The group will examine […]

All3, a European company developing a heavy-duty robotic platform for construction, has announced a $25 million seed funding round. The round is led by RTP Global with significant participation from SuperSeed, and additional investment from Begin Capital, s16vc and VNV Global. All3 has re-engineered every step of construction into one end-to-end process through three integrated […]

GreyOrange has launched a new warehouse simulation platform designed to help operators model automation deployments, estimate costs, and predict system performance before implementing changes on-site. Called GreyMatter Foundry, the platform combines warehouse flow design, layout planning, and automation sizing within a single simulation environment. The company says the system can model mixed fleets of robots, […]

The Allen Institute for AI (Ai2) has released MolmoAct 2, an open-source robotics foundation model designed to improve how robots perform real-world physical tasks, as researchers continue pushing beyond highly controlled laboratory demonstrations toward more adaptable automation systems. The new model, announced this week by the Seattle-based AI research organization, is positioned as a major […]

Mind Robotics has become a 'unicorn' as it scales toward applying physical AI to manufacturing, starting with partner Rivian. The post Mind Robotics raises $400M to scale AI-powered robots in manufacturing appeared first on The Robot Report.

Dutch warehouse robotics company Smart Robotics has raised €10 million in Series A funding as it looks to expand its AI-driven robotic picking technology across Europe and strengthen its position in the fast-growing warehouse automation market. The funding round was led by Rotterdamse Havendraken, with participation from Innovation Industries and Dutch family office Ernij Next. […]