Markets · 14 September
Cybersecurity leads as the AI-risk trade replaces chips
The safety warnings that dented chipmakers over the weekend sent a very different signal to security names, on the logic that a more dangerous threat environment expands security spending. CrowdStrike closed 13.85 per cent higher at an all-time high, Zscaler jumped 16.52 per cent, Palo Alto Networks gained 13.09 per cent — its biggest one-day move since April 2025 — and Fortinet added 9.04 per cent. The cybersecurity ETF CIBR rose just 4 per cent, leaving the bid concentrated in pure-plays and reading as sentiment around agent-swarm risk rather than fundamentals.
Source: 24/7 Wall St.
Product · 14 September
Anthropic opens Claude for Financial Advisors
Anthropic launched a suite of AI connectors and “workflow skills” aimed at advisory practices, wiring Claude into Charles Schwab, BlackRock, Addepar, Envestnet, iCapital, Orion, SS&C Black Diamond, Vanguard, Morningstar, S&P Global, FactSet, Salesforce and DocuSign, among others. Skills cover advisor onboarding, alternative-investment briefing, compliance and AI-policy review, estate and tax briefing, portfolio rebalancing and prospect intake. Enterprise pricing runs roughly 70 to 120 US dollars per user per month, with the plug-in itself free and a one-time usage credit for firms licensing before 30 September.
Source: Yahoo Finance
Hardware · 14 September
OpenAI buys smartphone camera maker Glass Imaging for $300M
OpenAI has acquired Glass Imaging, a Los Altos company founded in 2019 by former Apple engineers Ziv Attar and Tom Bishop, who previously led the team behind Apple’s Portrait Mode. Rather than editing photos after the fact, Glass uses neural networks to model individual camera systems and improve images from the moment the shutter fires. The deal, first reported by The Wall Street Journal, values the startup above 300 million US dollars and follows OpenAI’s recent purchases of TBPN and an open-source developer-tools firm as it preps consumer hardware.
Source: TechCrunch
Infrastructure · 14 September
Cornelis raises $205M to break Nvidia’s networking lock-in
Cornelis Networks, spun out of Intel in 2020, closed a 205 million US dollar round led by IAG Capital Partners and unveiled Active Compute Fabric — an open, GPU-agnostic interconnect that lets accelerators process and send data at the same time, targeting the GPU time lost waiting on data to arrive. It simultaneously announced a strategic collaboration with Qualcomm for rack-scale inference. Its CN5000 400 Gbps switch ships now, with the multi-protocol CN6000 800 Gbps due in the fourth quarter.
Source: TechCrunch
Infrastructure · 14 September
SemiAnalysis: Vera Rubin hits 7x Blackwell’s tokens per megawatt
Pre-release testing of Nvidia’s Vera Rubin NVL72 shows 7x better token throughput per megawatt than Blackwell on DeepSeek V4 Pro’s 1.6-trillion-parameter model, well above Jensen Huang’s public 3x claim. At 100 tokens per second of interactivity the setup reaches 59.4 million tokens per second per megawatt against 28.5 million for GB300, which SemiAnalysis models as 149.9 billion US dollars of annual profit per gigawatt versus 105.3 billion for GB300 on Dynamo SGLang. The authors’ verdict: “Jensen needs to stop sandbagging.”
Source: SemiAnalysis
Privacy · 14 September
Project Lily: contractors are reading real ChatGPT prompts
404 Media reports that OpenAI runs an internal programme, codenamed Project Lily, that hires hundreds of contractors to read real ChatGPT users’ prompts — many containing sensitive personal information — and rate the responses on a 1-to-7 scale. Workers are recruited through Crossing Hurdles and paid via Mercor, with one reporting over 50 US dollars an hour. ChatGPT has more than 900 million users and model training is on by default for consumer plans; the report notes that Anthropic and Google run comparable human-review programmes.
Source: 404 Media
Geopolitics · 14 September
Beijing calls Amodei’s essay “fearmongering” before a Trump–Xi summit
China’s Foreign Ministry pushed back on Dario Amodei’s weekend essay, which argued that a Chinese lead in AI would pose “grave danger” and urged continued export controls on the most advanced chips and chipmaking equipment. Spokesperson Guo Jiakun said that “fearmongering, confrontation and vicious competition will only disrupt the process of global AI governance — which serves no one’s interest.” State-run Global Times dismissed the piece as a “Cold War playbook” for AI. Trump and Xi are expected to discuss AI governance at a meeting planned for 24 September.
Source: NPR