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Thursday

  1. Rohan Paul

    Microsoft report says Storm-0940 used open-source AI agent ARTEX to automate attacks on hundreds of organizations

    Microsoft released a report stating that a China-linked actor named Storm-0940 used the open-source AI agent ARTEX to automate attacks on hundreds of organizations across different industries worldwide. ARTEX is released as open source on GitHub and chains together multiple LLM agents, requiring almost no human intervention from reconnaissance to data theft; it logs in using ConnectWise's Microsoft 365 backup and management application key, bypassing user sign-in and MFA, and in several intrusions achieved cloud privileged access from the initial target in under 3 hours. The report also notes that most attack attempts failed, with one password spray recording 151K+ failures and not a single success, and that application sign-in alone does not prove data was stolen.

    Microsoft released a report stating that a China-linked actor named Storm-0940 used the open-source AI agent ARTEX to automate attacks on hundreds of organizations across different industries worldwide. ARTEX is released as open source on GitHub and chains together multiple LLM agents, requiring almost no human intervention from reconnaissance to data theft; it logs in using ConnectWise's Microsoft 365 backup and management application key, bypassing user sign-in and MFA, and in several intrusio

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  2. Shao Meng

    Microsoft CEO Satya Nadella's 2026 Annual Letter to Shareholders: Mapping Token Costs to Business Outcomes, Building a Frontier Ecosystem

    In his 2026 annual letter to shareholders, Microsoft CEO Satya Nadella proposed building a frontier ecosystem and introduced cost-to-outcome—the business results obtained per unit of token spend—as a new optimization metric. In fiscal year 2026, Microsoft's revenue reached $331.8 billion, up 18% year over year; Azure grew 41%, surpassing $100 billion for the first time; M365 Copilot paid seats exceeded 30 million, and GitHub Copilot users reached 50 million. The letter states that interaction is shifting from synchronous chat to asynchronous agents, with the harness separated from the model; Foundry offers more than 11,000 models and has over 100,000 customers, and Microsoft Frontier Co. was established, deploying 6,000 experts on-site.

    In his 2026 annual letter to shareholders, Microsoft CEO Satya Nadella proposed building a frontier ecosystem and introduced cost-to-outcome—the business results obtained per unit of token spend—as a new optimization metric. In fiscal year 2026, Microsoft's revenue reached $331.8 billion, up 18% year over year; Azure grew 41%, surpassing $100 billion for the first time; M365 Copilot paid seats exceeded 30 million, and GitHub Copilot users reached 50 million. The letter states that interaction is

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Wednesday

  1. Aidan Gomez

    Cohere Releases Rerank 5, Improving Ranking Accuracy and Adding Context Focus to Control Costs

    Cohere has released Rerank 5, which it says brings significant improvements in ranking accuracy and efficiency, and is offered in Pro and Fast tiers. The new version adds features such as Context Focus, giving users better control over spending, and is also launching on Cohere Model Vault, Microsoft Foundry, and Amazon SageMaker. Aidan Gomez reposted the release announcement.

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  2. Cohere Product and Research BlogSelected

    Cohere releases Rerank 5 Pro and Fast retrieval models

    Cohere releases enterprise retrieval model Rerank 5, in Pro and Fast tiers, now available on Cohere API, Model Vault, Microsoft Foundry and Amazon SageMaker, with Pro priced at $0.05 per 1M tokens and Fast at $0.02. Cohere says Rerank 5 Pro leads all tested models on four public benchmarks: ViDoRe V3, nanoMTEB, BRIGHT and BEIR, ranking first on 39 of 46 composite datasets. The new Context Focus feature can return the most relevant text snippets within a document in a single call; in official tests, removing half the context lost only 2 percentage points of answer quality.

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    Cohere releases enterprise retrieval model Rerank 5, in Pro and Fast tiers, now available on Cohere API, Model Vault, Microsoft Foundry and Amazon SageMaker, with Pro priced at $0.05 per 1M tokens and Fast at $0.02. Cohere says Rerank 5 Pro leads all tested models on four public benchmarks: ViDoRe V3, nanoMTEB, BRIGHT and BEIR, ranking first on 39 of 46 composite datasets. The new Context Focus feature can return the most relevant text snippets within a document in a single call; in official tes

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  3. Rohan Paul

    Trump says large data centers must generate their own power and pay cash dividends to communities

    In a Truth Social post, Trump said large new data centers must generate their own power and pay cash "dividends" to their host communities. The closest existing commitment is the Ratepayer Protection Pledge signed in March this year by Amazon, Google, Meta, Microsoft, OpenAI, Oracle and xAI, under which signatories pledged to build or purchase generating capacity and bear infrastructure upgrade costs, but experts believe the pledge may not be enforceable at the federal level. Trump said some projects that were initially highly unpopular became popular after financial agreements were reached, and the dividend proposal goes further than those pledges.

    own power and pay cash "dividends" to their host communities. The closest existing commitment is the Ratepayer Protection Pledge signed in March this year by Amazon, Google, Meta, Microsoft, OpenAI, Oracle and xAI, under which signatories pledged to build or purchase generating capacity and bear infrastructure upgrade costs, but experts believe the pledge may not be enforceable at the federal level. Trump said some projects that were initially highly unpopular became popular after financial agre

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  4. NVIDIA:Newsroom

    NVIDIA Confidential Computing Adds Confidential Bare Metal Deployment Option

    NVIDIA is expanding its confidential computing capabilities with the launch of a Confidential Bare Metal deployment option, enabling frontier model builders to retain control over their models and data when running sensitive workloads on third-party dedicated infrastructure. This offering, together with the existing Confidential Containers and Confidential Virtual Machines, forms three deployment forms, and adds controls such as data protection in transit, platform integrity measurement, and hardware-level access restrictions. Cohere plans to integrate it into Cohere Model Vault, Google Cloud will support the capability on A4X Max instances based on GB300 NVL72, and providers such as CoreWeave, Microsoft Azure Infrastructure, and Nebius also support related deployments.

    offering, together with the existing Confidential Containers and Confidential Virtual Machines, forms three deployment forms, and adds controls such as data protection in transit, platform integrity measurement, and hardware-level access restrictions. Cohere plans to integrate it into Cohere Model Vault, Google Cloud will support the capability on A4X Max instances based on GB300 NVL72, and providers such as CoreWeave, Microsoft Azure Infrastructure, and Nebius also support related deployments.

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  5. Rohan PaulSelected

    WSJ sees Anthropic IPO draft: half-year revenue $16.3 billion, compute commitments about $450 billion

    The Anthropic IPO draft seen by WSJ shows half-year revenue of $16.3 billion, a book loss of $80.7 billion, and compute commitments of about $450 billion. The draft discloses fixed payments of $252 billion to three major cloud providers over the next 7 to 10 years, including $111 billion to Google, $110 billion to AWS, and $31 billion to Microsoft, payable whether or not used. There is also over $160 billion in Google chip leasing (via Broadcom) and up to $86 billion in Nvidia GPU rental, plus $150 billion in deals under negotiation.

    ws half-year revenue of $16.3 billion, a book loss of $80.7 billion, and compute commitments of about $450 billion. The draft discloses fixed payments of $252 billion to three major cloud providers over the next 7 to 10 years, including $111 billion to Google, $110 billion to AWS, and $31 billion to Microsoft, payable whether or not used. There is also over $160 billion in Google chip leasing (via Broadcom) and up to $86 billion in Nvidia GPU rental, plus $150 billion in deals under negotiation.

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Tuesday

  1. SiliconANGLE

    AuxoAI Raises Over $20 Million Series A to Bring AI Expertise to Enterprises

    Enterprise engineering and consulting firm AuxoAI announced it has closed a $20.7 million Series A funding round led by NTT Venture Capital to accelerate growth and expand its enterprise AI consulting model. Its core platform, Damia, is a toolkit for "forward-deployed engineers" that turns enterprise data into applications and encodes business process knowledge into AI agents capable of long-term collaboration. The company has worked with Global 2000 enterprises for more than three years and has partnerships with platforms including Google, AWS, Snowflake, Databricks and Microsoft.

    n Series A funding round led by NTT Venture Capital to accelerate growth and expand its enterprise AI consulting model. Its core platform, Damia, is a toolkit for "forward-deployed engineers" that turns enterprise data into applications and encodes business process knowledge into AI agents capable of long-term collaboration. The company has worked with Global 2000 enterprises for more than three years and has partnerships with platforms including Google, AWS, Snowflake, Databricks and Microsoft.

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Monday