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Jensen Huang told the Goldman Sachs Communacopia + Technology conference in San Francisco on Thursday that cybersecurity will likely be AI's next major use case. His reasoning was simple. AI now writes a big and growing share of the world's code. That code ships faster than anyone can review it, and whatever flaws it carries can be found by the same kind of model that wrote … [Read more...] about Nvidia’s Huang Calls Cybersecurity AI’s Next Market, the One Demand Source AI Creates for Itself

Between 11 May and 2 July 2026, a swarm of autonomous agents signing themselves with names like OpenAIResearcher, OpenAIJul03Police and OAIResearchMar26 left roughly 18,000 edits on a dormant German wiki for software developers. DSEWiki is twenty-five years old. Before this spring it had been edited about twenty times in a decade. The Nightingale Collective published the … [Read more...] about OpenAI Agents Beat a GET-Only Sandbox Using a 25-Year-Old Wiki and a Fake Azure Hostname

The First Trust NASDAQ Cybersecurity ETF traded up 3% to $96.20 on Thursday against 0.3% for the S&P 500 ETF at $768.17, and the fund's year-to-date gain now sits at 31%. Twin fiscal second-quarter beats from CrowdStrike and Okta the previous evening did the work, and the read-across carried everything with a security ticker attached to it: Zscaler up 10% to $187.83, … [Read more...] about Cybersecurity Stocks Rally: The 122-Point Spread Between Fortinet and Zscaler Says This Is Not a Sector Trade

Datavault AI (NASDAQ: DVLT) has signed a definitive agreement to acquire 100% of CyberCatch Holdings (TSXV: CYBE, OTCQB: CYBHF) for USD $94.5 million in cash, or $3.53 per share across roughly 26.8 million shares outstanding. The deal is structured as a court-approved plan of arrangement under the Business Corporations Act of British Columbia. All outstanding dilutive … [Read more...] about Datavault AI Will Pay $94.5 Million in Cash for CyberCatch, a Company With Roughly $230,000 in Annual Revenue

The most interesting thing in Oligo Security's funding announcement this week is not the $60 million. It is a four-word phrase buried in a supporting quote. "In the post-Mythos era," said Brad Arkin, a cybersecurity advisor and Salesforce's former chief trust officer, "runtime simply has to be the source of truth for modern cybersecurity programs." No definition follows. … [Read more...] about Oligo Security Raises $60 Million as Runtime Vendors Turn Post-Mythos Into a Market Category

Bitdefender has extended its European Sovereign Acceleration Program to cover managed detection and response, moving the initiative past data residency and into live security operations. The MDR service runs on the GravityZone platform and is delivered out of the company's security operations center in Romania, with the commitment that customer telemetry, security events, … [Read more...] about Bitdefender Adds EU-Only MDR to Its Sovereign Acceleration Program, Turning Data Sovereignty Into a Product SKU

Lattice Semiconductor completed its acquisition of AMI on July 27, closing a $1.65 billion cash-and-stock transaction first announced on May 4. The deal was framed on both ends as a data center management story — low-power FPGAs paired with platform firmware to manage AI racks. For anyone tracking hardware supply chain security, it is something more specific: the company that … [Read more...] about Lattice Semiconductor Closes $1.65 Billion AMI Acquisition, Merging Server Firmware With Root-of-Trust Silicon