Nvidia收购Hugging Face，AI模型跳跃发展，CrowdStrike加码AI

UPDATED 10:01 EDT / SEPTEMBER 04 2026 AI Nvidia bags Hugging Face, AI models play leapfrog and CrowdStrike doubles down on AI THIS WEEK IN ENTERPRISE by Robert Hof Perhaps it’s no surprise that Nvidia ended up embracing open artificial intelligence model archive Hugging Face this week following more than a week of rumors. Even at almost $13 billion, it may end up being a steal — especially for a company that had $24 billion in cash flow last quarter alone. The reason: Hugging Face is essentially the front door to open-source models that developers use to create applications and make them work best on specific AI chips. Although Nvidia CEO Jensen Huang said the company won’t favor its own AI chips, Hugging Face still provides big benefits for Nvidia. “A thriving ecosystem of thousands of specialized models generates more aggregate compute demand than a handful of dominant closed APIs, and it hedges Nvidia against Meta Platforms, OpenAI and Microsoft building their own accelerators,” noted analyst Zeus Kerravala. Meanwhile, the breakneck AI model leapfrog race continued this week as Google, Meta, Anthropic, OpenAI and World Labs released new versions. Given that AI agents keep going rogue, it’s surely a good thing that cybersecurity companies such as CrowdStrike, which held its annual Fal.Con conference this week in Las Vegas, are scrambling to take advantage of the increasingly critical need to secure those models. It doubled down on AI by launching, among many other products, its own security frontier models. After all, CEO George Kurtz told SiliconANGLE, the AI control plane is the next frontier for cybersecurity. SoftBank’s AI infrastructure unit is going public — with zero revenue. Right, please keep trying to convince me this isn’t a bubble. Maybe it’ll work out given all that AI demand and some specific big contracts, but … me, I think I’ll stick with index mutual funds (realizing they’re rather overexposed to big tech and AI already). Google won another antitrust case, more or less, as a court ruled it doesn’t have to divest its business that places ads on other websites. VMware hasn’t disappeared completely in the bowels of Broadcom yet, giving enterprises more control over their AI by introducing VMware Private AI Cloud this week at its Explore conference in Las Vegas. AI continues to drive a lot of upside in tech earnings results, while also putting to bed the notion of the SaaSpocalypse. Again, though, investors were choosy, rewarding some such as Snowflake, Dell and GitLab but not almost equally positive results from Broadcom, HPE, NetApp, UiPath and MongoDB. Just two major earnings reports next week: Oracle and Adobe. As for other events, there’s a brief lull until Sept. 15, when Salesforce holds its annual Dreamforce conference in San Francisco, and concurrently a lot of AI leaders flock to the AI Infra Summit in Santa Clara. SiliconANGLE will be covering both onsite. Here’s all the enterprise and emerging-tech news and analysis this week from SiliconANGLE and beyond: Analysis, opinion and food for thought Bank of England governor warns of AI-related financial system risks 😬 VC isn’t VC anymore — understanding the rise of Cancer Capital Longtime entrepreneur Anil Dash says (many) venture capitalists have utterly lost the plot: “We must understand that it is no longer a financial machine that is used to fund startups, but a political and social machine focused on dismantling democracy and civil society. And it’s time to act accordingly.” Say what you really think, Anil! Big Tech blinded itself to the grassroots AI revolt (per the Wall Street Journal) And still is, it seems. NYC officials ban AI in the classroom until high school — and so does Los Angeles. We tested how AI chatbots would handle foreign propaganda. They did surprisingly well (per NPR) Better than search engines or AI summaries. Earth to Google. Why the next wave of AI startups won’t optimize infrastructure – until they have to Four safeguards to stop your AI agents from going rogue AI and data: Nvidia ❤️ 🤗 New models and services OpenAI starts rolling out its next-generation GPT-6 Astra model Anthropic launches Claude Fable 5.1 after inking $35B cloud deal with Lambda Anthropic uses Claude to formalize proof of Fermat’s Last Theorem Meta says it has caught up with Anthropic and OpenAI with Muse Spark 1.3, its most powerful AI model yet Meta introduces Muse Voice Transcribe Google launches two Gemini 3.8 models with cutting-edge reasoning capabilities Fei-Fei Li’s World Labs debuts Atlas, a world model showcase for advanced spatial intelligence Nvidia PAIR makes it easy to create a household data center for running agentic AI tasks Capsule Security fine-tunes Nvidia Nemotron models to stop rogue AI agents OpenAI’s Astra model is coming, and it’s very good at breaking into computer systems Experian expands into AI agents with ServiceNow partnership OpenClaw just gave everyone version 2.0 and it comes with major updates Phonely launches Alma, a voice AI model trained on 10M+ phone conversations Orchestra launches management solution for enterprise data and AI ZeroDrift launches service to check agent-generated messages against company policies CBTS launches Forge Agents to build custom AI agents in days Celigo launches intelligent enterprise automation builder into general availability Money matters Nvidia confirms $12.9B acquisition of AI hosting platform Hugging Face Analysis by Zeus Kerravala: Nvidia’s Hugging Face deal is a bet on open models — and proof it’s no longer just a chip company A16z told investors Thinking Machines Lab is in talks to raise $5B-$6B led by Accel; Nvidia is expected to invest ~$2.5B (per The Information) OpenAI says its ad business has already hit $1B in annualized revenue Wonderful raises $550M at $5B valuation for its AI automation platform Gimlet Labs nabs $300M for its disaggregated inference platform Sales and marketing AI startup Clay raising at $7B pre-money valuation Physical Superintelligence raises $58M for “world’s most advanced physics lab, staffed by virtual physicists” Resect launches with $25M to reduce hallucinations in AI models Aslan raises $20.8M for AI undercover agents Aranya raises $11M to turn bare-metal servers into AI clusters in less than 48 hours DataAgent raises $10M to let AI fix production faults inside Kubernetes clusters After raising $10M in funding, Visko debuts Orbis, its first live model for generating long-form videos Market research startup askpolly raises $3M to transform social media chatter into verifiable insights Around the enterprise: AI keeps boosting everyone, if not their stocks Earnings Dell’s AI servers sell like hotcakes again, driving a stunning earnings beat Broadcom beats expectations as AI labs double down on custom chips AI demand lifts HPE and NetApp to record quarters, but investors sell both Palo Alto Networks beats estimates but margin concerns send shares lower Zscaler beats Q4 estimates but shares hold flat after-hours MongoDB delivers stellar earnings and revenue beat, but its stock tanks anyway GitLab stock jumps 17% as it beats Q2 earnings and revenue estimates Snowflake knocks it out the park with a stellar earnings and revenue beat UiPath beats on revenue but its stock tanks after-hours Asana shares tumble on weak third quarter earnings outlook Docusign raises sales view on higher Q2 revenue Samsara soars on strong earnings beat and solid guide C3.ai stock falls 5% on weak Q2 revenue guidance despite Q1 beat Sprinklr stock falls 7% amid 1% revenue growth, despite AI platform push Other money matters Microsoft to start disclosing Azure quarterly revenue as company consolidates business units Finally. SoftBank’s SB Energy AI infrastructure unit files to go public HR software startup HiBob raises $166M after annualized revenue tops $400M Spain’s iPronics raises $125 million from Nvidia, others for data center networking chips SciFin launches with $44M to help revenue teams close the ‘context gap’ Adobe acquires Indian market intelligence startup Rilo (per TechCrunch) AI infra startup Wafer raises $40M at $200M valuation, turns down acquisition offers Empirik launches with $21M to predict tech outages before they happen New products and services Coverage of VMware Explore: Broadcom’s VMware Private AI Cloud spans infrastructure, agents, data and security And analysis from theCUBE Research’s Paul Nashawaty: VMware Explore 2026 wrap-up: Private cloud becomes the operating layer for enterprise AI And David Linthicum: Enterprise AI readiness trails the hype amid agentic rush Equinix turns the network into the control plane for enterprise AI inference AWS targets data-intensive workloads with Graviton5-powered R9g and R9gd instances Policy In landmark ruling, court declines to break up Google’s advertising business FTC, 22 states sue Amazon over e-commerce advertising practices Cyber beat: CrowdStrike doubles down on AI Coverage from CrowdStrike Fal.Con Table-setter from Dave Vellante: Breaking Analysis: CrowdStrike’s post-Mythos surge: Moat, momentum and the blast-radius test CrowdStrike launches Falcon IQ as Falcon lands on Google Cloud and Snowflake Breakout time hits zero as CrowdStrike unveils autonomous red teaming: theCUBE’s Fal.Con 2026 day one keynote analysis CrowdStrike builds security frontier models with Nvidia and opens an AI lab CrowdStrike launches Falcon Guardian to police AI agents at the endpoint CrowdStrike gives AI agents an identity provider, parallel SOC investigations and package blocking Straight from the CEO: George Kurtz says the AI control plane is CrowdStrike’s next security frontier Continuous identity becomes the new front line for AI agents: theCUBE’s Fal.Con 2026 day two keynote analysis Jazz brings its agentic DLP investigator to CrowdStrike’s Falcon Foundry Attack & response Report: OpenAI agents took over a website, used it to collaborate on benchmarks New services Cloudflare launches Adaptive Intelligence to rewrite bot rules on the fly Cloudflare taps OpenAI’s cyber models to find and block code flaws OpenMatter adds an AI model gateway and privacy-preserving machine learning Filigran adds attack chaining to OpenAEV for automated penetration testing Money matters Upwind reels in $300M for its cloud security platform As AI security concerns rise, HiddenLayer raises $100M and Huskeys bags $27M AIR Security launches with $50M to build a firewall for AI agents Guardio raises $40M at $1.1B valuation to enhance consumer cybersecurity Thoma Bravo-owned Proofpoint in advanced talks to buy Varonis Pistachio acquires Hugin.io to launch cybersecurity compliance platform Lasso Security launches CPU-only AI guardrail, raises $30M Elsewhere in tech: Oura to go public Smart ring maker Oura files for IPO as revenue jumps 74% Lyte raises $165M at $1.6B valuation to bring accurate perception to robots Self-driving truck firm PlusAI takes third run at listing, this time at $800M AITAN raises $41 million to take Israeli combat drone technology global IBM Ventures backs BQP as quantum-accelerated simulation reaches production Critical Munitions Group raises $10.3M to automate the production of military-grade explosives Comings and goings Apple‘s Phil Schiller is scaling back his role as Tim Cook becomes executive chairman and the John Ternus era begins. Also, sources told the New York Times that Laura Legros, an Apple hardware VP who retired in 2022, has rejoined Apple. AI visionary Ray Kurzweil is joining Subsense, a Palo Alto startup developing a brain computer system that involves snorting nanoparticles (per Fortune). Uber is laying off 10% of staff, or 3,300 people. Adobe chose Anil Chakravarthy, president of its customer experience orchestration and worldwide field operations, as its next president and CEO, succeeding Shantanu Narayen, who announced he would step down earlier this year. Aerospike named Don Dama CEO to lead next generation of enterprise data and AI infrastructure. Former Google VP Sunil Potti has joined Cisco to lead its security, observability and data platform teams, bringing Cisco’s security and Splunk businesses together under one leader. Observability company Sumo Logic hired a new chief revenue officer: former Applause Chief Operating Officer and CRO Tom Bonos. Customer service agent firm Sierra named former Pinterest Chief Financial Officer Julia Brau Donnelly CFO. Redfin filled its CEO role with former Meta VP Alessio Sanfilippo after its acquisition by Rocket (per GeekWire). What’s next Earnings Wednesday, Sept. 9: Sailpoint Thursday, Sept. 10: Oracle, Adobe Image: SiliconANGLE/ChatGPT A message from John Furrier, co-founder of SiliconANGLE: Support our mission to keep content open and free by engaging with theCUBE community. 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