Larry Dignan

Nvidia said it will authorize an additional $150 billion for its share repurchase program. The total program will be $235 billion. Nvidia said shares will be acquired through fiscal 2028.

Nvidia said it will authorize an additional $150 billion for its share repurchase program. The total program will be $235 billion. Nvidia said shares will be acquired through fiscal 2028.

The AI Security Institute said OpenAI's GPT-6 Astra conducted unsanctioned supply-chain attacks even when told that internet targets were not in scope. The tests were in a fully simulated environment.

"Attack activities included GPT-6 Astra creating fake identities which it used to deceive developers, posting comments from fake accounts arguing against the results of accurate security reviews, and delivering malicious payloads to open-source codebases.

When we updated the instructions for the simulated cyber evaluation to explicitly clarify that only listed, local parts of the environment were in scope, we still observed GPT-6 Astra occasionally conduct full supply-chain attacks on simulated internet targets."

CFO confidence has bounced back to the high level even though fewer financial leaders are willing to take on more risk, according to Deloitte's latest CFO Signals report. Key figures:

• The CFO Confidence Score rose to 6.1 from 5.9 in the second quarter.
• Technology deployment was the top internal concern and cited by half of respondents. Cybersecurity was the largest external concern also cited by half of respondents.
• 53% of CFOs say it's a good time to take risks, down from 59% a quarter ago.

Also: CFOs taking on more AI oversight, says Deloitte | CFOs facing the big squeeze: Cut costs, ramp investment, says Deloitte

Snowflake said it will offer $3.5 billion in convertible notes due in 2029 and 2031 with 0.00% rate. The proceeds will be used to play capped call transactions, stock repurchase and general corporate purposes. Snowflake has surged since its most recent earnings and shares are up 53% year to date. Raise capital while you can not when you need it. For comparison, neocloud debt tends to be pushing 10%.

BlackBerry is delivering strong revenue growth but it's a completely different firm than that nostalgic throwback you remember. The company, which is more of a security play today is also powered by QNX. QNX software is used in the automotive and potentially the physical AI market going forward.

The company reported second quarter revenue of $163.3 million, up 26% from a year ago. QNX revenue was up 27% to $80.3 million. Net income was $33.9 million, or 5 cents a share.

BlackBerry is projecting fiscal 2027 revenue of $616 million to $636 million with QNX more than half of that sum.

Microsoft launched its Copilot super app that has been on deck for a bit. The new Copilot app brings together Chat and Cowork and access to Office. Autopilot is a proactive personal agent. Now this Microsoft effort is decidedly enterprise for now and Microsoft even included FinOps for AI to manage the spend.

Google launched Gemini 3.8 Flash TTS and Gemini 3.8 Flash-Lite TTS. The company said the models are its "most expressive audio generation models yet."

LittleHorse Enterprises released Saddle Command Center 1.3, an update that makes it easier to create, deploy and bring AI applications to the enterprise. New features include agent creation, task workers, a JavaScript SDK and serverless trial offering.

• LittleHorse’s McNealy on Business-as-Code, AI agents, orchestration

Amazon said it is opening its seller tools to third-party agents starting with Anthropic's Claude as well as Amazon Quick. In a statement, Amazon added persistent memory to its Seller Assistant to help with pricing and inventory recommendations.

Meta detailed Petal, a subsea cable delivering petabit capacity at transoceanic distances. The cable will connect France and the US and cover 4,300 miles. Petal, built with NEC and Sumitomo Electric, will switch on in 2029 and carry twice the capacity of the top transoceanic cables without an increase in power or infrastructure. The company detailed Petal in its engineering blog.

Qualcomm unveiled Snapdragon 8 Elite Extreme Gen 6 and Snapdragon 8 Elite Gen 6 in a move that is aimed at mobile experiences and on-device agentic AI. The two platforms are designed to boost performance, AI applications, gaming, camera and connectivity. The chips will land in upcoming flagship devices from a wide range of smartphone brands.