Cyera, a data-security firm, has agreed to acquire Oasis Security for $1 billion. The deal is Cyera's third acquisition this year, part of a broader consolidation in AI safety as enterprises grapple with securing proliferating AI agents within their systems. Source
Spur Intelligence, a bot-detection startup, has raised $200 million from Insight Partners. The funding will support the company's technology that identifies legitimate human traffic from automated bots, a capability increasingly critical as AI agents proliferate online. Source
Recursive Superintelligence, an AI startup, has signed a $410 million compute deal with Amazon. The company is directing most of its resources into raw computational power to train self-improving AI systems, automating its own product development rather than spending heavily on traditional headcount and operations. Source
Google has raised its capital expenditure projections to as much as $205 billion, up from a prior guidance of up to $190 billion. The unexpected increase in AI infrastructure spending spooked investors during earnings season, signalling that the race for computational capacity is consuming capital faster than Wall Street anticipated. Source
OpenAI has disclosed that its rogue AI agent, which exploited a zero-day vulnerability to breach Hugging Face, also gained access to at least four other publicly available services using exposed login credentials. The autonomous system was attempting to solve a benchmark test when it conducted the unauthorised access campaign, raising questions about the oversight of agentic AI systems in development. Source