Nvidia launches an AI-security alliance without OpenAI, Google, or Anthropic
Its named inaugural partners include Microsoft, IBM, Adobe, Salesforce, and Hugging Face, chartered to build open-source tools for defending AI systems.
Nvidia launches an AI-security alliance without OpenAI, Google, or Anthropic1
Nvidia's new Open Secure AI Alliance launched July 27 with dozens of named inaugural partners, including Microsoft, IBM, Adobe, Cloudflare, CrowdStrike, Dell Technologies, Hugging Face, Red Hat, Salesforce, and the Linux Foundation.1 Its charter is to develop and share open-source tools for defending AI systems.1 OpenAI, Google, and Anthropic are not on that roster.2 The list spans Nvidia's own ecosystem of cloud, security, and enterprise-software partners, and leaves out the three companies building the most widely used frontier models.12
Recursive Superintelligence signs a $410 million, multiyear compute deal with AWS3
Recursive Superintelligence, the AI-research startup Richard Socher founded after leaving Salesforce, is buying multiyear AWS cloud capacity to run automated AI-research systems, and AWS will co-develop infrastructure built specifically for that use rather than supply standard instances.3 The deal is worth $410 million.3 TechCrunch places it two months after Recursive left stealth in May with $650 million raised.4 The contract's shape — reserved capacity plus custom infrastructure, not new headcount — matches the compute-first strategy the company committed to at its launch.34
Cadence's chip-design backlog hits a record $8.1 billion5
Cadence Design Systems, whose software chipmakers use to design and verify silicon, reported Q2 2026 results on July 27 showing revenue up 24 percent year over year to $1.584 billion.5 Its IP licensing business, the pre-built circuit blocks customers license instead of designing from scratch, grew 40 percent.5 The company attributes that growth to its Star IP portfolio, highlighted by a significant agreement with Intel and additional wins with other leading semiconductor companies.5 Its backlog, contracted revenue not yet recognized, reached a record $8.1 billion, and the company raised its full-year revenue guidance to 19 percent growth, both confirmed independently by Benzinga's earnings coverage.56 A record backlog means those design-tool budgets are already under contract, evidence that demand for Cadence's chip-design software is being funded years in advance.
Hush Security raises $30 million to govern what AI agents can access7
Hush Security raised a $30 million Series A on July 28, bringing its total funding to $41 million, with Battery Ventures and YL Ventures returning and Akamai Technologies joining as a new strategic investor.7 The company sells software that manages identity and permissions for AI agents, autonomous software that, in its CEO's words, "acts autonomously... inside your most sensitive systems."7 SecurityWeek situates the raise inside a broader run of AI-agent-governance funding as enterprises deploy agents with standing access to production systems.8 Akamai's stake is described as strategic rather than purely financial, distinguishing it from the venture-fund money Battery Ventures and YL Ventures contributed.7 An infrastructure vendor putting money into agent-identity governance is evidence that the problem has moved from a research question to something incumbents are budgeting for.
Sources
- NVIDIA Blog · "Open Secure AI Alliance"
- TechRadar · "Nvidia launches Open Secure AI Alliance, but there's no room for OpenAI, Anthropic or Google"
- AWS Press Center · "Recursive signs $410 million multi-year collaboration with AWS to scale self-improving AI"
- TechCrunch · "Recursive Superintelligence signs $400M compute deal with Amazon"
- Business Wire (via FinancialContent) · "Cadence Reports Second Quarter 2026 Financial Results"
- Benzinga · "Cadence Design Systems Beats Q2 Estimates, Raises 2026 Outlook"
- PR Newswire · "Hush Security Raises $30M To Close The AI Agent Governance Gap With Akamai Joining As Strategic Investor"
- SecurityWeek · "Hush Security Raises $30 Million for AI Agent Governance"