Infrastructure & Hardware

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What LG and NVIDIA’s talks reveal about the future of physical AI

LG is currently engaged in exploratory discussions with NVIDIA concerning physical AI, data centres, and mobility. Following a meeting in Seoul between LG CEO Ryu Jae-cheol and Madison Huang, Senior Director of Product Marketing for Omniverse and Robotics at NVIDIA, the core operational dependencies required to run complex automated systems are becoming apparent. While the […]

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Lightelligence’s 400% debut is a bet that AI’s next bottleneck is the optical interconnect

When a company with US$15.5 million in annual revenue debuts on a stock exchange and its market capitalisation briefly hits US$10 billion, the obvious question is: what do investors know that the financials don’t show yet? In Lightelligence’s case, the answer is optical interconnect and the growing conviction that conventional copper wiring between AI chips

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Why AI agents need interaction infrastructure

To stop automation waste, enterprises must deploy interaction infrastructure that physically governs how independent AI agents operate. AI agents now populate corporate networks, reasoning through tasks and executing decisions with increasing autonomy. Yet, when these independent actors attempt to coordinate work, exchange context, or operate across varied cloud environments, the interaction framework degrades quickly. Human

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NVIDIA and Google infrastructure cuts AI inference costs

At the Google Cloud Next conference, Google and NVIDIA outlined their hardware roadmap designed to address the cost of AI inference at scale. The companies detailed the new A5X bare-metal instances, which run on NVIDIA Vera Rubin NVL72 rack-scale systems. Through hardware and software codesign, this architecture aims to deliver up to ten times lower

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Reversing enterprise security costs with AI vulnerability discovery

Automated AI vulnerability discovery is reversing the enterprise security costs that traditionally favour attackers. Bringing exploits to zero was once viewed as an unrealistic goal. The prevailing operational doctrine aimed to make attacks so expensive that only adversaries with functionally unlimited budgets could afford them, thereby disincentivising casual use. However, the recent evaluation by the

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OpenAI Agents SDK improves governance with sandbox execution

OpenAI is introducing sandbox execution that allows enterprise governance teams to deploy automated workflows with controlled risk. Teams taking systems from prototype to production have faced difficult architectural compromises regarding where their operations occurred. Using model-agnostic frameworks offered initial flexibility but failed to fully utilise the capabilities of frontier models. Model-provider SDKs remained closer to

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Cadence expands AI and robotic partnerships with Nvidia, Google Cloud

Cadence Design Systems announced two AI-related collaborations at its CadenceLIVE event this week, expanding its work with Nvidia and introducing new integrations with Google Cloud. The Nvidia partnership focuses on combining AI with physics-based simulation and accelerated computing for robotic systems and system-level design. The companies said the approach targets modelling and deployment across semiconductors,

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Strengthening enterprise governance for rising edge AI workloads

Models like Google Gemma 4 are increasing enterprise AI governance challenges for CISOs as they scramble to secure edge workloads. Security chiefs have built massive digital walls around the cloud; deploying advanced cloud access security brokers and routing every piece of traffic heading to external large language models through monitored corporate gateways. The logic was

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IBM: How robust AI governance protects enterprise margins

To protect enterprise margins, business leaders must invest in robust AI governance to securely manage AI infrastructure. When evaluating enterprise software adoption, a recurring pattern dictates how technology matures across industries. As Rob Thomas, SVP and CCO at IBM, recently outlined, software typically graduates from a standalone product to a platform, and then from a

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KPMG: Inside the AI agent playbook driving enterprise margin gains

Global AI investment is accelerating, yet KPMG data shows the gap between enterprise AI spend and measurable business value is widening fast. The headline figure from KPMG’s first quarterly Global AI Pulse survey is blunt: despite global organisations planning to spend a weighted average of $186 million on AI over the next 12 months, only

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