Oracle

2026-09-29

COMPANIES · 4 SOURCES · WIRED AI · The Verge AI · The Decoder · TechCrunch AI

Nvidia releases OpenShell sandbox and unveils Sentry in new Open Agent Safety Platform

Nvidia has made OpenShell — its kernel-level sandbox for containing autonomous AI agents — generally available and is packaging it together with a new DPU-backed monitoring/quarantine tool called Sentry under the Open Agent Safety Platform. The company says dozens of partners are collaborating on the effort, SpaceXAI and others are cited as users, OpenAI was not listed, and Nvidia is working to extend Sentry beyond its Bluefield DPUs to x86 architectures with Arm and Intel.

8.0

2026-09-27

MONEY · 1 SOURCE · The Decoder

Goldman Sachs forecasts Big Tech will spend $1.2 trillion on AI infrastructure in 2027

Goldman Sachs, via strategist Ryan Hammond cited by Bloomberg, estimates Amazon, Alphabet, Microsoft, Oracle and Meta will spend a combined $1.2 trillion on AI infrastructure in 2027—about 50% above this year's roughly $800 billion and above Wall Street consensus of $1.1 trillion. Goldman warns growth will slow after 2026, that companies may need roughly $300 billion a year in AI revenue to justify the outlays, that current spending already exceeds operating cashflow (implying more debt financing), and that bottlenecks in power, labor and memory chips could constrain the buildout.

7.0

2026-09-24

COMPANIES · 1 SOURCE · TechCrunch AI

Oracle issues force majeure notice for Project Jupiter (Stargate New Mexico data center)

Oracle has sent a force majeure notice to the developer of Project Jupiter, the Stargate data center campus in New Mexico, according to Bloomberg; the notice would allow Oracle to delay payments if the facility misses its 2028 target to come online. Oracle and the developer’s owner (Blue Owl Capital) say commitments remain intact, but the site has faced energy-supply setbacks including a delayed Energy Transfer gas pipeline and pending permits for Bloom Energy fuel cells.

7.0

2026-09-19

RESEARCH · 1 SOURCE · WIRED AI

Wired: AI-driven tools are accelerating a surge in disclosed software vulnerabilities

Wired reports that mainstream AI tools — including open-weight models and Anthropic’s Mythos — have accelerated automated bug hunting, contributing to a sharp rise in disclosed vulnerabilities and vendor patches. cve.icu recorded 66,401 CVEs, Microsoft said it issued 974 patches in a month, Oracle shipped 1,448 July patches, Google Chrome’s recent releases included 1,072 fixes, and Mozilla reported finding 271 Firefox bugs in a sprint using Mythos.

7.0