AI Industry News — September 25, 2026

Findings

[1] 2026-09-25 Nscale secures $3.36B in convertible financing led by Third Point ahead of its US IPO, with $2.36B available immediately and $1B from Nvidia in November (Marina Temkin/TechCrunch)

Marina Temkin / TechCrunch: Nscale secures $3.36B in convertible financing led by Third Point ahead of its US IPO, with $2.36B available immediately and $1B from Nvidia in November — Nscale, a British neocloud, has secured $3.36 billion in financing ahead of its IPO later this year, the company announced on Friday.
[2] 2026-09-25 Mark Wahlberg is coming to TechCrunch Disrupt 2026, and he wants to talk about your work, not his

Mark Wahlberg joins Bruce K. Lee at Disrupt to discuss investing, entrepreneurship, healthcare, wellness, and building businesses.
[3] 2026-09-25 Closing the gap between your AI eyes and stomach at HumanX

Fresh off my jaunt to AGNTCon + MCPCon Europe last week, I headed back to Amsterdam for the first European installment of the artificial intelligence-focused HumanX conference so I could meet with another round of AI startups. As always, my goal was to uncover the untold stories of innovation across the software landscape – and […] The post Closing the…
[4] 2026-09-25 Pentagon was right to slap Anthropic with a security supply chain risk label, federal court says

A federal appeals court has upheld the Pentagon's decision to bar Anthropic from military contracts. Defense Secretary Hegseth argues the company's safety restrictions could jeopardize military operations. Anthropic says the designation has already cost it billions. The article Pentagon was right to slap Anthropic with a security supply chain risk label, federal court says appeared first on The Decoder.
[5] 2026-09-25 Collibra brings runtime governance to enterprise AI agents

Runtime governance is becoming critical as autonomous agents move from answering questions to taking action across enterprise systems. Organizations need to govern both the business context agents receive and the boundaries they operate within. Collibra BV is addressing those requirements through Live Map, Maestro, Guardian Agents and Agent Contracts. Together, these runtime governance capabilities are […] The post Collibra brings…
[6] 2026-09-25 Ahead of US IPO, British AI neocloud Nscale secures $3.36B in convertible financing

The funding, which comes from Third Point, Nvidia, and others, will fuel the company's massive AI data center buildout.
[7] 2026-09-25 Meta’s Muse just stole the AI spotlight from OpenAI and Anthropic

When AI leaders at OpenAI and Anthropic started talking about “pacing the frontier,” maybe someone should have asked: what pace? Now it’s turned into model drop week for both companies as Anthropic rolled out Opus 5.5, followed by OpenAI’s GPT-6 model updates just 90 minutes later. But the company that stole the spotlight was Meta, whose personal AI agent Muse is reportedly outpacing ChatGPT’s early numbers and is headed for smart glasses and […]
[8] 2026-09-25 A jury finds Meta liable for misleading New Mexico residents about third-party data sharing, content moderation, and more in the Cambridge Analytica scandal (Diana Novak Jones/Reuters)

Diana Novak Jones / Reuters: A jury finds Meta liable for misleading New Mexico residents about third-party data sharing, content moderation, and more in the Cambridge Analytica scandal — A jury in Santa Fe, New Mexico, found on Friday that Meta Platforms (META.O) misled the state's residents, in a case stemming …
[9] 2026-09-25 Microsoft stops insisting you need a "Copilot+ PC"

Since 2024, Microsoft has tried to sell “Copilot+ PC.” The marketing initiative was aimed at making it easy for people to know which Windows systems were approved to run AI-accelerated workloads locally. But Copilot+ PC branding is nowhere to be found on the new Surface PCs Microsoft announced this week. Speaking with Windows Central, Brett Ostrum, corporate VP of Surface,…
[10] 2026-09-25 Another Google Deepmind researcher quits, says building superintelligent AI soon is "inherently irresponsible"

Google Deepmind researcher Robert O'Callahan has quit, saying AI's "current rate of change is far too high." He worked on chip design tools that helped make AI cheaper and faster, a contribution he can no longer justify. Many colleagues share his concerns but rarely speak out, he says. The article Another Google Deepmind researcher quits, says building superintelligent AI soon…
[11] 2026-09-25 CoreWeave expands full-stack AI cloud push as inference demand grows

The rise of AI-native cloud provider CoreWeave Inc. is part of the greater story emerging around operationalizing AI. As enterprises shift from training to inference, neoclouds such as CoreWeave are providing cloud infrastructure tailor-made for AI. The company made waves by completing the industry’s first bring-up and validation of Nvidia Vera Rubin NVL72 on CoreWeave […] The post CoreWeave expands…
[12] 2026-09-25 President Trump says Scott Bessent is not "going to be Super Intelligence (SI) Czar", because "he doesn't want to" and Trump wants to keep him at the Treasury (Dan Mangan/CNBC)

Dan Mangan / CNBC: President Trump says Scott Bessent is not “going to be Super Intelligence (SI) Czar”, because “he doesn't want to” and Trump wants to keep him at the Treasury — President Donald Trump said Friday that Treasury Secretary Scott Bessent will not be tapped to be his artificial intelligence czar.
[13] 2026-09-25 Some Supabase customers are publicly exposing reams of people’s data to the web

The findings highlight how AI-generated and vibe-coded apps can spill and expose users' data when not configured or secured properly.
[14] 2026-09-25 Astra and Opus just passed Turing’s other test

Frontier AI models are finishing Alan Turing's World War II codebreaking work.
[15] 2026-09-25 Sources: SK Hynix's US-based NAND and SSD subsidiary Solidigm is exploring an IPO as early as 2027 that could raise $15B and value the unit at up to $150B (Reuters)

Reuters: Sources: SK Hynix's US-based NAND and SSD subsidiary Solidigm is exploring an IPO as early as 2027 that could raise $15B and value the unit at up to $150B — Chipmaker SK Hynix's (000660.KS) Solidigm is considering an initial public offering as early as next year that could value the US subsidiary …
[16] 2026-09-25 Microsoft gives Copilot another makeover, adding an Autopilot agent and usage-based billing

Microsoft is splitting its Copilot app into three sections: Home, Code, and a new agent called "Autopilot." Built on OpenClaw, the agent runs continuously in the cloud, where it can monitor Teams channels and complete tasks on its own, according to Microsoft. For Autopilot and Code, the company is also switching to usage-based billing instead of flat-rate pricing, moving further…
[17] 2026-09-25 Meta is putting its muscle behind Muse as the AI app takes off

Muse is topping the app store charts and adding users at a rapid clip, while Meta ramps up the personal AI agent's promotion across its own apps and beyond.
[18] 2026-09-25 Meta’s AI Tamagotchi bet is…working?

When AI leaders at OpenAI and Anthropic started talking about “pacing the frontier,” maybe someone should have asked: what pace? Now it’s turned into model drop week for both companies as Anthropic rolled out Opus 5.5, followed by OpenAI’s GPT-6 model updates just 90 minutes later. But the company that stole the spotlight was Meta, whose personal AI agent Muse is reportedly outpacing ChatGPT’s early numbers and is headed for smart glasses and […]
[19] 2026-09-25 A federal appeals court upholds DOD's Anthropic blacklisting, finding Claude's integration with DOD systems is "a statutorily covered national-security risk" (Ashley Capoot/CNBC)

Ashley Capoot / CNBC: A federal appeals court upholds DOD's Anthropic blacklisting, finding Claude's integration with DOD systems is “a statutorily covered national-security risk” — Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
[20] 2026-09-25 For months, OpenAI’s agent swarms have been attacking online databases to find obscure facts

The latest unauthorized agent swarms were discovered by researchers.
[21] 2026-09-25 Anthropic’s founders seek voting control ahead of IPO

Anthropic is asking its shareholders to approve a structure that would give its seven co-founders a combined 50.1% of the vote on most corporate matters.
[22] 2026-09-25 Jensen Huang tells Ezra Klein that AI is just software whose existential risks are overstated, yet his standards would shut down OpenAI and 10x safety spending (Zvi Mowshowitz/Don't Worry About the Vase)

Zvi Mowshowitz / Don't Worry About the Vase: Jensen Huang tells Ezra Klein that AI is just software whose existential risks are overstated, yet his standards would shut down OpenAI and 10x safety spending — Jensen Huang accidentally called for shutting down OpenAI and intentionally called for spending vastly more on safety.
[23] 2026-09-25 TechCrunch Disrupt 2026: Ricursive Intelligence’s Anna Goldie and Azalia Mirhoseini on when AI starts designing its own hardware

At TechCrunch Disrupt 2026, Ricursive Intelligence co-founders Anna Goldie and Azalia Mirhoseini will take the Disrupt Stage to discuss closing the loop between AI and chip development. Save up to $200 on your pass before today ends.
[24] 2026-09-25 Ando, which is building a team messaging platform for both humans and AI agents, comes out of stealth with $20M in pre-seed and seed funding (Dominic-Madori Davis/TechCrunch)

Dominic-Madori Davis / TechCrunch: Ando, which is building a team messaging platform for both humans and AI agents, comes out of stealth with $20M in pre-seed and seed funding — When Sara Du was helping companies build MCP servers in 2025, people kept asking her how they could use AI agents from within Slack itself.
[25] 2026-09-25 Exclusive: Warp adds programmable agents to its AI-native HR platform

Warp today launched an artificial intelligence agent designed to automate routine human resources work, extending its AI-native employee management platform with customizable workflows that can act without continual human prompting. The company said the new Warp Agent, part of its Warp 2.0 release, can handle tasks such as employee onboarding, tax compliance, benefits administration and […] The post Exclusive: Warp…
[26] 2026-09-25 Home Made CobbleDB Replaces DynamoDB at Perplexity to Cut Query Latency 5x and Reduce Cloud Storage

Perplexity has migrated its search infrastructure from Amazon DynamoDB to CobbleDB, an internally developed key-value store in Rust. This change reduced latency and costs associated with handling large document batches. The new architecture supports high query volumes more efficiently, achieving improved latency and reduced storage expenses while managing significant production traffic. By Olimpiu Pop
[27] 2026-09-25 More agents go rogue — but AI companies aren’t slowing down yet

It’s becoming more apparent every day that artificial intelligence agents are escaping our control — but it’s not yet apparent who or what is going to rein them in. This week a researcher found that a swarm of AI agents, at least two of them from OpenAI, hacked into a government agency among other organizations. […] The post More agents…
[28] 2026-09-25 Last 24 hours to save up to $200 on TechCrunch Disrupt 2026. Reason 5 of 5 to attend: Momentum

Last 24 hours to save up to $200 on your TechCrunch Disrupt 2026 pass. Leave the event further in your startup's trajectory than where you started. Don't miss your chance to save and to push the needle.
[29] 2026-09-25 Sources: Tesla ramped up Optimus production to several hundred units per week but faces hurdles with its hands, automation equipment, and supplier constraints (The Information)

The Information: Sources: Tesla ramped up Optimus production to several hundred units per week but faces hurdles with its hands, automation equipment, and supplier constraints — Tesla has ramped up production of its Optimus humanoid robot roughly tenfold in recent months, but the company is still struggling …
[30] 2026-09-25 Agents expose the limitations of trust

Enterprise computing has long depended on chains of trust. Organizations trust their cloud providers, software vendors, identity systems and administrators to operate as designed. That model has worked because humans have remained the ultimate decision-makers. Agentic artificial intelligence changes that equation. Autonomous systems can retrieve information, make decisions, invoke external tools, collaborate with other agents […] The post Agents expose…
[31] 2026-09-25 Bill Gates warns about the catastrophic risk posed by "people with ill intent using the latest AI tools", which are powerful enough to "cause a billion deaths" (Herb Scribner/Axios)

Herb Scribner / Axios: Bill Gates warns about the catastrophic risk posed by “people with ill intent using the latest AI tools”, which are powerful enough to “cause a billion deaths” — Bill Gates will warn on this weekend's “Meet the Press” that he can see a future where AI wipes out humanity.
[32] 2026-09-25 Stateless MCP Removes Session Affinity Requirements for AWS Server Deployments

AWS details how the latest Model Context Protocol specification removes protocol-level sessions, sticky-session requirements, and session storage for remote MCP servers. The change enables independent request routing and simpler horizontal scaling while shifting application state, retries, observability, and idempotency concerns to other layers. By Leela Kumili
[33] 2026-09-25 Meta's Muse agent gives every user a full cloud computer running Ubuntu Linux

Meta gives every Muse user a free cloud computer running Ubuntu Linux where they can install software, write code, and browse the web. A "Sentinel" process monitors sensitive actions outside the user's workspace, while users can inspect every file in the system. With over 500,000 users in its first week, Meta is betting on product reach over model power. The…
[34] 2026-09-25 Microsoft launches its Copilot "super app", bundling chat, coding, and agents into a single interface, and rebrands its AI assistant Scout as Autopilot (Tom Warren/The Verge)

Tom Warren / The Verge: Microsoft launches its Copilot “super app”, bundling chat, coding, and agents into a single interface, and rebrands its AI assistant Scout as Autopilot — The new Copilot merges AI chat, coding, and Autopilot agents. — After teasing its new Copilot “super app” …
[35] 2026-09-25 Intelligence doesn't come cheap as AI drives up costs for the NSA, hospitals, and insurers

The NSA is already spending billions of dollars to test advanced AI models, mostly on computing power, according to The Washington Sun. Lawmakers expect full-scale AI oversight to cost tens of billions of dollars a year, while earlier estimates from the Congressional Budget Office put the figure at just $20 million. In US health care, AI-assisted billing codes drove up…
[36] 2026-09-25 Google's "Call for Me" lets Gemini phone businesses for you

Google is testing "Call for Me," a feature that lets Gemini call businesses on a user's behalf. The article Google's "Call for Me" lets Gemini phone businesses for you appeared first on The Decoder.
[37] 2026-09-25 Project Jupiter, the New Mexico data center for which Oracle made major financial commitments, faces power and permitting hurdles, exposing Oracle's AI risks (Wall Street Journal)

Wall Street Journal: Project Jupiter, the New Mexico data center for which Oracle made major financial commitments, faces power and permitting hurdles, exposing Oracle's AI risks — Oracle sent a force majeure notice to developer, has removed a key partner and faces local resistance in ‘Project Jupiter’
[38] 2026-09-25 From Agent Authorization to AI Production Evaluation: QCon AI New York 2026

QCon AI New York has confirmed 23 sessions covering agent authorization, production guardrails, shared inference infrastructure, and the evaluation of AI systems after deployment. By Artenisa Chatziou
[39] 2026-09-25 Podcast: The Future of AI: From Enterprise Adoption to Open Source Sovereignty

In this episode, Meryem Arik, Clara Higuera Cabañes, and Jeff Smith, demystify the current state of AI in the enterprise. The discussion navigates the "industrial revolution" moment in AI adoption, exploring why companies are rushing toward these technologies to maintain competitive advantages while grappling with reliability, ethical considerations, and the evolving role of software engineering. By Meryem Arik, Clara Higuera…
[40] 2026-09-25 Anthropic signs $11.6 billion cloud deal with Akamai, pushing its compute spending past $500 billion in under a year

Anthropic has reportedly signed a seven-year, $11.6 billion cloud deal with Akamai Technologies and will receive a warrant for up to 5 percent of Akamai's shares. Its compute deals have reportedly totaled $517 billion in 11 months. CEO Dario Amodei has warned that Anthropic could go bankrupt if its revenue forecasts are even slightly off. The article Anthropic signs $11.6…
[41] 2026-09-25 Ruby on Rails creator DHH says he's done writing code by hand

David Heinemeier Hansson, creator of Ruby on Rails, has quit writing code by hand after 25 years. He says he hasn't typed a single line since March 2026. "English is a better programming language than Ruby," DHH told the audience at Rails World 2026. Just a year ago, he was pushing back against AI coding. Now he calls it "the…
[42] 2026-09-25 The US stood alone in dismissing AI safety concerns at the UN, leaving nations to set nonbinding rules without buy-in from the home of the biggest AI companies (Ashley Gold/Semafor)

Ashley Gold / Semafor: The US stood alone in dismissing AI safety concerns at the UN, leaving nations to set nonbinding rules without buy-in from the home of the biggest AI companies — ASHLEY'S VIEW — The White House and its allies are lonely in their insistence that AI development in America must accelerate without governments setting ground rules.
[43] 2026-09-25 The Pentagon wants $30 million to build an AI-powered lie detector

The US government wants to spend $30.3 million over the next five years on an improved form of lie detector, according to a Department of Defense budget request. The program, called Polygraph+ or Polygraph Next, will focus on scoring algorithms… AI could theoretically improve polygraphs if it could find patterns in the data that examiners can’t. AI algorithms are also more likely to be used for “multi-modal” deception detection, which seeks to combine multiple measurements into an overall deception “score”…
[44] 2026-09-25 Article: The Agent Harness: What It Is and Two Ways to Build One

This article explains the development and operational layers of an agent harness through two implementations of a finance assistant: AWS AgentCore Harness and LangChain with Envoy AI Gateway. It compares how each handles tools, memory, model access, cost control, and observability, and examines the trade-offs in operational ownership, portability, and engineering effort. By Trista Pan
[45] 2026-09-25 White House tells OpenAI and Anthropic to let U.S. review new models before sharing them with British testers

The White House wants OpenAI and Anthropic to hold back new AI models from the U.K.'s AI Safety Institute until U.S. agencies get to review them first. The article White House tells OpenAI and Anthropic to let U.S. review new models before sharing them with British testers appeared first on The Decoder.
[46] 2026-09-25 Radical Ventures: AI neolabs, many lacking products, markets, or revenue, raised $24B in the past two quarters, nearly 5x OpenAI and Anthropic pre-ChatGPT (Louise Lucas/Financial Times)

Louise Lucas / Financial Times: Radical Ventures: AI neolabs, many lacking products, markets, or revenue, raised $24B in the past two quarters, nearly 5x OpenAI and Anthropic pre-ChatGPT — It is true that these numbers can hide some sleight of hand — It would be a brave or foolhardy investor who set out today to build a new Walmart, Uber…
[47] 2026-09-25 Chinese local governments are offering subsidies like computing vouchers, rent waivers, and dedicated funding to lure AI filmmakers as part of China's AI push (Reuters)

Reuters: Chinese local governments are offering subsidies like computing vouchers, rent waivers, and dedicated funding to lure AI filmmakers as part of China's AI push — When Zhu Zhili was looking for a base to set up an artificial intelligence film studio in China two years ago …
[48] 2026-09-25 Sources: AI chip startup DensityAI, founded by ex-Tesla Dojo team members, is in talks to raise hundreds of millions of dollars at a $10B valuation (The Information)

The Information: Sources: AI chip startup DensityAI, founded by ex-Tesla Dojo team members, is in talks to raise hundreds of millions of dollars at a $10B valuation — DensityAI, an AI chip startup founded just a year ago by former leaders of Tesla's Dojo supercomputer program, is in advanced talks …
[49] 2026-09-24 8 insights from Proofpoint Protect: Security bets on intent as AI agents join the workforce

At this week’s Proofpoint Protect event, the security debate moved beyond whether enterprises will deploy AI agents to how they will govern them. Attackers now use AI to write flawless phishing lures and chain exploits at machine speed. Meanwhile, the agents companies run internally act as insiders, with access to data, systems and inboxes. The […] The post 8 insights…
[50] 2026-09-24 Researchers link more cyberattacks to OpenAI agent swarm

A research group has linked three more hacking campaigns to rogue artificial intelligence agents. Transluce, a nonprofit AI safety organization, detailed its findings on Wednesday. Its researchers determined that the agents targeted three services: a university’s digital library, a data visualization tool and a website operated by the Australian government. The last two incidents were […] The post Researchers link…
[51] 2026-09-24 Neo4j makes the case for knowledge graphs as shared context for AI agents

Knowledge graphs can give enterprise agents a shared understanding of how data, business rules and processes fit together. However, that context becomes harder to maintain when each new agent carries its own version of what the business knows. Organizations have become more proficient at building agents, but their results still vary widely. The difference often […] The post Neo4j makes…
[52] 2026-09-24 Top AI experts badly underestimated how fast the field is moving, study finds

Leading AI experts have consistently underestimated how fast AI is advancing, according to the Forecasting Research Institute. AI reached gold-medal level at the International Mathematical Olympiad five years ahead of the median expert forecast, and Anthropic's annualized revenue is about five times what experts predicted. But forecasts for real-world uses like self-driving cars paint a more mixed picture. The article…

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AI Industry News — September 25, 2026

Findings

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