Overview
- Nvidia’s newly announced Rubin platform promises fivefold performance over Blackwell and a tenfold cut in inference token costs, reinforcing rapid compute deflation.
- Disney signed a three-year licensing deal with OpenAI to allow its characters and catalog in generative models, a move to retain control over distribution and monetization of IP.
- AWS security leaders said agentic systems require behavior-first monitoring, automated reasoning guardrails, and tightly scoped, short-lived credentials, highlighting tools such as the AWS Security Agent.
- Newsweek’s reporting and industry guidance warn that machine-speed risk and proliferating machine identities demand continuous AI posture management to rein in shadow AI and hidden access paths.
- Jensen Huang and Marc Andreessen described 90% gross-margin token economics and unprecedented revenue ramps at AI firms, framing AI data centers as a durable infrastructure build rather than a bubble.