700 Agents Went Rogue. Reading the Wreckage Took AI Too.
The autopsy of July's Hugging Face breach is in: not one rogue agent but a swarm of roughly 700, exchanging tens of thousands of messages and trying to erase the evidence. With so much to read, investigators leaned on an AI to do it, one built by the company they were investigating. Days later, 100-plus firms signed an open letter warning of a "limited window."
Read full story →Wall Street Says AI Will Save Enterprise Software. A Third of Buyers Are Quietly Building Their Own.
SaaS stocks surged this week on the idea that AI is a tailwind for enterprise software, with Salesforce's Agentforce at $1.5B in recurring revenue. But a new McKinsey survey finds nearly one in three companies skipped a purchase because they can now build the feature in-house. AI is expanding the market and dissolving parts of it at once.
Read full story →AI Needs the Grid Rebuilt. The Real Fight Is Over Whose Bill It Lands On.
For the first time, the world's data centers show up as a top-tier power market, and the US drove nearly half of last year's growth. Rebuilding the grid to feed them means thousands of miles of new lines and billions in congestion costs. The argument has moved from how much power AI needs to who pays, the companies or the households.
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