Oct 18, 2026Twila Rosenbaum Doxx has launched an Agentic Defined Networking platform that lets users and AI agents build private networks. The company raised a $38 million Series A led by Andreessen Horowitz. Its platform combines covert VPN transports, an encrypted mesh and a separate control plane, with AI managing 31 global locations and agents receiving scoped credentials. View more
Oct 18, 2026Twila Rosenbaum A new forecast warns that AI data center capital spending is on track to outrun the revenue needed to justify it through 2030. Operators may need $8.5 trillion in revenue to cover construction, financing and expected returns, while attributable AI revenue is projected at no more than $3.6 trillion. The gap raises risks for neocloud providers and points to a period of consolidation and financial discipline. View more
Oct 18, 2026Twila Rosenbaum The OCP Global Summit in San Jose focused on the hardware layer behind AI and cloud data centers. Nvidia contributed Vera Rubin rack and tray designs, while Arm outlined a new way to measure CPU performance in agentic AI. Kioxia, Cooler Master, and Flex also introduced storage, cooling, and modular infrastructure updates aimed at rising rack densities. View more
Oct 18, 2026Twila Rosenbaum IonQ announced a $1.2 billion all-stock acquisition of cybersecurity vendor Elisity, aiming to pair zero trust microsegmentation with post-quantum cryptography and quantum key distribution. The deal gives IonQ access to more than 100 enterprise customers and channels into a microsegmentation market estimated at over $10 billion. Analysts see strategic potential but warn that integrating different security layers will require significant engineering and execution. The move also addresses IonQ’s near-term revenue needs while quantum computing remains years from broad commercial payoff. View more
Oct 17, 2026Twila Rosenbaum NVIDIA has launched its new RTX Spark graphics processing units, and retailer Antonline is now selling laptops equipped with the technology. The RTX Spark is designed to accelerate AI workloads and deliver smooth gaming experiences. Antonline's lineup includes multiple configurations from top manufacturers, targeting professionals and gamers who need on-the-go power. View more
Oct 17, 2026Twila Rosenbaum Nvidia’s AI data center boom rests on chips and borrowed money. Neoclouds use Nvidia GPUs as collateral to take on debt, then buy more Nvidia chips, creating a circular financing machine. The arrangement helps Nvidia maintain control, but it also exposes lenders, banks, and the broader economy to depreciation and default risk. As Google TPUs and custom chips intensify competition, Nvidia’s ability to backstop its customers may be tested. View more
Oct 17, 2026Twila Rosenbaum A North Carolina man has been sentenced to 18 months in prison after pleading guilty to a music streaming fraud scheme involving AI-generated songs and automated bots. Michael Smith was also ordered to pay more than $8 million, the amount prosecutors say he earned in royalties between 2017 and 2024. The case highlights growing concerns about artificial streaming and the use of automation to manipulate royalty payouts. View more
Oct 17, 2026Twila Rosenbaum Microsoft has built its closest answer yet to a MacBook Pro, with a 15-inch mini-LED touchscreen, a magnetic USB-C charger, and a large haptic trackpad. The Surface Laptop Ultra pairs Windows on Arm with Nvidia's RTX Spark chip, targeting developers who want to run local AI models and CUDA workloads. Testing shows strong GPU capabilities and playable gaming, but CPU performance trails Apple silicon and local AI remains difficult to use. At $5,900 for the top model, it is a specialist machine rather than a mainstream laptop. View more
Oct 17, 2026Twila Rosenbaum Apple opened iPhone Duo preorders on Friday, and delivery estimates for every configuration slipped to late January within less than an hour. The $1,999 foldable launches in stores on October 23, though online buyers now face a wait into 2027. Apple has described preorder demand as extraordinary, while supply constraints and in-store inventory remain key questions. The device marks Apple’s first foldable iPhone and uses a shorter passport-style design. View more
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