Silicon Valley Daily
Cornelis raised $205 million and Samsung joined Euclyd’s €200 million round as capital continued flowing into AI networking and inference hardware. Huang and Trump rejected doom predictions onstage, while an OpenAI researcher questioned whether models are becoming harder to evaluate. Claude added financial-advisor workflows, and Apple’s Home AI camera features came with specific subscription tiers. Announced products, financing discussions and conditional performance claims require different readings.
Huang and Trump reject AI doom predictions in an onstage call
Jensen Huang took a live call from Trump at the All-In Summit, where both rejected predictions of an AI takeover. Huang also said whistleblowers should be taken seriously and companies should pause if they believe their own work is out of control. The remarks express their positions; they do not establish that the risks have been disproved.
Thune claims a role for Congress as AI pacing raises competition questions
Senate leader John Thune said Congress has a role in AI safeguards, even as Trump opposed new restrictions and invoked competition with China. Industry pacing proposals also drew antitrust questions from commentators including Matt Levine, alongside calls for independent oversight. Those competition concerns are arguments about the proposal, not a legal finding that the labs formed a cartel.
OpenAI researcher questions evaluation limits as Brockman describes internal slowdowns
OpenAI researcher Daniel Selsam warned that increasingly aware models may become harder to evaluate and said pacing alone would not resolve long-term risk. Separately, Greg Brockman said OpenAI had delayed some research runs and redirected engineers toward security after an agent incident. These are a researcher’s assessment and management’s account of internal changes, rather than independent proof that the measures are sufficient.
OpenAI reportedly buys Glass Imaging in a deal above $300 million
The Wall Street Journal reports that OpenAI bought Glass Imaging in a transaction valuing the camera-technology startup above $300 million. Founded by former Apple engineers, Glass uses neural networks to improve images captured by compact camera systems. The acquisition would add imaging expertise, but the reports do not establish a finished OpenAI phone or camera product.
Anthropic launches Claude tools for financial advisors
Claude for Financial Advisors connects research and preparation workflows to systems from firms including BlackRock, Addepar and Charles Schwab. Anthropic’s announcement describes meeting briefs, portfolio reviews and draft follow-ups, with critical actions subject to advisor approval. It is a workflow product for professionals, with regulated decisions remaining under human review.
Exein reportedly raises $270 million at a $1.7 billion valuation
The Financial Times reports that Rome-based Exein raised $270 million in a Headline-led round at a $1.7 billion valuation. Its business protects connected devices such as cars and home routers, and the report describes work on a security foundation model. The funding targets protection embedded in devices as their software and connectivity expand.
Kioxia considers a US listing that could raise at least $10 billion
Bloomberg reports that Kioxia is considering raising at least $10 billion through a US depositary-receipt listing in 2027. The memory manufacturer is exploring additional liquidity after large share buybacks. This remains a reported financing option, with no completed offering established.
Cornelis raises $205 million for AI networking
Cornelis announced a $205 million round led by IAG Capital Partners alongside its Active Compute Fabric networking technology. The company aims to reduce the time accelerators spend waiting for data while supporting hardware from different suppliers. It is competing for the interconnect layer of AI infrastructure, rather than building a replacement GPU.
Samsung backs Euclyd’s €200 million AI-chip round
Euclyd raised €200 million, about $230 million, in a round co-led by Samsung and three other investors, its CEO told CNBC. The Dutch company is designing inference hardware and memory architecture, with initial systems targeted for 2028. The financing precedes proof of large-scale commercial deployment.
Shield AI reportedly discusses funding at a valuation of at least $20 billion
The Information reports that Shield AI is discussing new financing at a valuation of at least $20 billion. The defense-software and drone company raised $2 billion at a $12.7 billion valuation in March, according to the report. The new valuation is a negotiation target, not the amount raised or a completed transaction.
Nuance Labs raises $50 million for face-to-face AI
Nuance Labs announced a $50 million Series A led by Lightspeed, with Nvidia participating. It is developing a single model that processes audiovisual input while generating facial and vocal responses, aiming to reduce the delays of assembled avatar systems. A public research preview is planned for later this year.
Jack & Jill raises $40 million for recruiting agents
Axios reports that London-based Jack & Jill raised a $40 million Series A led by Air Street Capital. Its Jack agent serves job seekers while Jill serves companies, linking both sides of recruitment. The round follows $20 million raised in 2025.
Cybersecurity stocks jump as AI infrastructure shares retreat
Cybersecurity companies led Monday’s S&P 500 gains as investors weighed AI risks: MarketWatch reports gains of about 14% for CrowdStrike, 13% for Palo Alto Networks and 9% for Fortinet. AI infrastructure shares moved the other way, while CrowdStrike’s CEO argued that slowing development would not remove already-available threats. Price moves reflect changing expectations, rather than confirmed new security contracts.
Broadcom maintains its AI revenue forecasts despite slowdown fears
Broadcom CEO Hock Tan told CNBC that the AI slowdown debate had not changed its fiscal 2027 and 2028 semiconductor revenue forecasts. Those targets remain $115 billion and $230 billion respectively, with Tan highlighting inference demand. They are forward-looking forecasts, not revenue already booked.
Apple’s new systems arrive with an opt-in Siri AI beta
Apple released iOS 27, macOS 27 and related updates with Siri AI, personal-context search and new parental controls. Siri AI begins in English beta, with users opting in and potentially waiting for access; more languages are scheduled for October. macOS 27 supports Apple Silicon Macs rather than Intel models.
Apple’s reported 2027 roadmap includes new iPhones, iPads and Macs
Bloomberg’s Mark Gurman reports that Apple’s first-half 2027 plans include iPhone 18e, iPhone 18 and iPhone Air 2, alongside an OLED iPad Air and refreshed MacBook Neo and Air. The roadmap would extend the lineup beyond this fall’s releases. These are reported plans, with timing and specifications still subject to change.
Apple Home AI camera features require higher iCloud plans
Apple’s support page limits Home AI video features to one camera on 2TB iCloud+, two on 6TB and five on 12TB. The Verge reports US monthly prices of $9.99, $29.99 and $59.99 for those plans. The new AI limits differ from the camera allowances for ordinary HomeKit Secure Video recordings.
Googlebook preorders open September 21
Google told subscribers that Googlebook preorders will open on September 21 at 9 a.m. Eastern time, according to Engadget and 9to5Google. Devices from Acer, Asus, Dell, HP and Lenovo are expected, with Gemini-centered features on the Android-based platform. The preorder date does not establish when customers will receive the laptops.
Oracle cuts more jobs as restructuring costs rise
Reports describe another wave of Oracle layoffs, with the number affected in this round still unclear. The Register cites a filing adding $700 million to a restructuring plan previously budgeted at up to $2.1 billion. Restructuring costs cover severance and other exits, so they cannot be converted directly into a layoff count.
HBO Max’s Reddit ad account was hijacked for ClickFix malware
Reddit confirmed to TechCrunch that an HBO Max account authorized to run ads was compromised and used to distribute malicious links. The campaign used ClickFix lures against Windows and macOS users; Reddit says it locked the account and removed the ads. The number of affected users has not been disclosed.
Manhattan prosecutors seize 12 sexual deepfake sites
Manhattan prosecutors announced the seizure of 12 websites distributing sexual deepfakes involving about 1,200 people, Wired and 404 Media report. The action targets the infrastructure distributing nonconsensual imagery. It does not by itself establish criminal convictions against the operators.
Rocket Lab challenges NASA’s $700 million Blue Origin award
Rocket Lab filed a protest over NASA’s decision to award Blue Origin a $700 million Mars communications mission, Ars Technica reports. Rocket Lab disputes eligibility and technical evaluation, while Blue Origin defends the selection and warns of launch-window delays. The protest has not established that NASA’s award was unlawful.
EPA finalizes one power-plant rollback and proposes further removals
The EPA finalized repeal of Biden-era power-plant greenhouse-gas requirements and proposed removing remaining limits, The Verge reports. The additional proposal is distinct from the finalized action and enters public comment. The changes intersect with rising electricity demand from data centers and other industries.
China’s security minister calls for AI sovereignty and stronger rules
A new report examines state-security minister Chen Yixin’s call for technological sovereignty, data protection and AI-specific rules. Separately, China’s Foreign Ministry rejected US executives’ slowdown warnings as fearmongering while advocating openness. The statements show different responses to AI risk rather than a Chinese commitment to join a global pause.
Microsoft seeks feedback on its draft AI conduct rules
Microsoft’s proposed MAI conduct code places human oversight above autonomous model goals and sets limits on deception and harmful actions. The company is presenting the document for feedback as part of its model-development approach. The draft states intended behavior, not a verified guarantee that existing models always comply.
Waymo starts a limited, invite-based Las Vegas service
Waymo began inviting public riders in Las Vegas, starting with dozens of Ojai vehicles and a service area including part of the Strip. The company is expanding its 15th commercial market gradually, TechCrunch reports. Riders still need invitations rather than universal immediate access.
Superhuman adds Fathom through an acquisition
Superhuman is acquiring Fathom, the meeting notetaker that reports more than 400,000 monthly active users. The combination would connect meeting context with email, documents and agent workflows. The report does not disclose the acquisition price.
Automattic’s board changes after Mullenweg’s reinstatement
TechCrunch reports departures from Automattic’s board after Matt Mullenweg returned as CEO. Its updated report distinguishes resignations from a removal, while the company acknowledges departures without detailing individuals. The governance changes follow the failed effort to put Mullenweg on leave.
Perplexity’s Windows local agent requires at least 24GB of RTX memory
Nvidia says Perplexity Portable Computer is available on Windows PCs with compatible RTX GPUs and at least 24GB of VRAM. Tasks completed locally do not consume Computer credits, and the product requests permission before sending information to cloud models. This expands earlier Linux and DGX Spark availability.
FAS urges towns to negotiate measurable data-center obligations
A Federation of American Scientists report recommends that local governments negotiate specific data-center commitments covering taxes, power, water, noise and eventual decommissioning. It argues that community agreements should complement zoning rules, with measurable duties and remedies. This is policy guidance for negotiations, rather than newly binding law.
Rubin inference results show why performance multipliers need operating conditions
SemiAnalysis reports stronger Rubin NVL72 throughput per megawatt on a DeepSeek V4 Pro agent workload using prerelease software. Against the stronger measured GB300 engine, its figures imply about 2.1 times at a 100-token-per-second target and 7.2 times at 150. These are workload-and-configuration results, so a single peak multiplier does not describe every deployment.
Apple exits Musk’s antitrust case while OpenAI remains a defendant
Ars Technica reports that Musk’s companies resolved their claims against Apple but continue pursuing OpenAI over chatbot competition. The filing does not disclose negotiated terms explaining Apple’s exit. The narrower case remains contested, with OpenAI denying the allegations.
Valve says memory costs pushed Steam Frame above its original price goal
Valve told the BBC it had aimed to make Steam Frame substantially more affordable, but memory and storage markets pushed against that goal, The Verge reports. The headset starts at $1,059. The explanation links its launch price to component costs without confirming whether Valve sells the device at cost.