CYBR News & Events

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.AI EXECUTIVE ORDER:President Donald Trump on Thursday said he postponed an upcoming signing ceremony for his administration's much-anticipated executive order on the AI industry, CNBC's Kevin Breuninger. The event, which was set for later Thursday afternoon, was delayed "because I didn't like certain aspects of it," Trump told reporters in the Oval Office.AI MODELS:The Pentagon is testing AI models to see which are most favored by 25 of the department's "power users," as the U.S. military races to find alternatives to Anthropic PBC's Claude, Bloomberg's Katrina Manson, citing a senior defense official. Tests began at the start of March, according to the senior official, three days after Defense Secretary Pete Hegseth declared Anthropic a supply-chain risk over the company's insistence on guardrails for its technology and moved to drop it as a provider of AI tools. The company is now battling the designation in court, saying it could cost it billions of dollars in revenue, the author adds.The White House's Office of the National Cyber Director held a briefing earlier this week or companies including OpenAI, Anthropic, and Reflection AI over a planned executive order on artificial intelligence that would empower government agencies to review advanced large language models before they are officially released, The Information's Leo Schwartz and Stephanie Palazzolo, citing people familiar with the matter. President Trump may sign the order, which aims to establish a voluntary framework for developers of Frontier models to tell the government ahead of time about new AI launches, as soon as Thursday, the authors say. Representatives of cloud providers, semiconductor firms, cybersecurity companies, and banks also were present at the briefing, the authors note. Publicly traded companies in the cybersecurity space include Check Point, CrowdStrike, CyberArk, F5, Fortinet, Gen Digital, Okta, Palo Alto Networksand Qualys. Publicly traded companies in the semiconductor space include AMD, Intel, Marvell, Microchip, Micron, Nvidia, Qualcommand Texas Instruments.AI CHIPS:Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks more computing power to meet rising demand for its AI, The Information's Aaron Holmes and Qianer Liu, citing two people who spoke to executives involved in the discussion. Winning Anthropic as a customer would be a coup for Microsoft, which is pushing to prove the competitiveness of its in house silicon.U.S.-CHINA TENSIONS:Nvidiahas become caught between escalating U.S.-China technology tensions after President Donald Trump approved limited sales of its advanced H200 AI chips to China, only for Beijing to discourage domestic companies from buying them in favor of homegrown alternatives from firms like Huawei and Cambricon, underscoring China's push for technological self-reliance and the deepening geopolitical divide over AI infrastructure, The New York Times' Meaghan Tobin and Tripp Mickle.

The White House's Office of the National Cyber Director held a briefing earlier this week or companies including OpenAI, Anthropic, and Reflection AI over a planned executive order on artificial intelligence that would empower government agencies to review advanced large language models before they are officially released, The Information's Leo Schwartz and Stephanie Palazzolo report, citing people familiar with the matter. President Trump may sign the order, which aims to establish a voluntary framework for developers of Frontier models to tell the government ahead of time about new AI launches, as soon as Thursday, the authors say. Representatives of cloud providers, semiconductor firms, cybersecurity companies, and banks also were present at the briefing, the authors note. Publicly traded companies in the cybersecurity space include Check Point (CHKP), CrowdStrike (CRWD), CyberArk (CYBR), F5 (FFIV), Fortinet (FTNT), Gen Digital (GEN), Okta (OKTA), Palo Alto Networks (PANW) and Qualys (QLYS). Publicly traded companies in the semiconductor space include AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Micron (MU), Nvidia (NVDA), Qualcomm (QCOM) and Texas Instruments (TXN).

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.USE OF AI:In an internal Q&A with staff, MetaCEO Mark Zuckerberg said the Facebook parent intends to shrink teams and make more new apps as AI changes workflows at the company, The Wall Street Journal's Meghan Bobrowsky, citing a recording of the Q&A. The CEO attributed the 8% drop in shares to investor worries over an upward revision in its expected capex spending and to its outlook for slower growth in Q2, the author says. "I think the trajectory that we're seeing for our businesses is still very strong," he said on the call. "But I think Q1 was, like, really insanely strong and Q2 is merely strong, and I think the combination of that and the capex increase is what drove the near-term reaction. But I don't know." Zuckerberg added that there was a "trajectory change" in the company's ad business following the start of the U.S.-Iran war, the author notes. "If oil prices go up then consumers spend more of their money on oil, on gas, and less on things that they would just buy that are just kind of discretionary things that the advertising might serve," he said.ASSURED ROBOT INTELLIGENCE:Meta is acquiring Assured Robot Intelligence, a startup working on AI models for robots, Bloomberg's Mark Gurman. A spokesperson told Bloomberg that the Facebook parent closed the acquisition Friday, with terms not disclosed. The startup's team will join the Meta Superintelligence Labs research unit, the author notes.ADVANCED ACCOUNT SECURITY:OpenAI is introducing Advanced Account Security, a new opt-in setting for ChatGPT accounts, designed for people at increased risk of digital attacks, as well as for those who want the strongest account protections available. The company believes it brings together a set of heightened security measures that help safeguard against account takeover while making those protections easier to activate in one place. Once enrolled, Advanced Account Security protects users in Codex as well. an increased responsibility for account recovery. Advanced Account Security requires passkeys or physical security keys while disabling password-based login, helping make phishing-resistant sign-in the default for people who need it most. If a user's email account or phone number is compromised, an attacker may try to use one of them to gain access to their ChatGPT account via e-mail or SMS based recovery. To reduce this risk, Advanced Account Security disables email and SMS recovery and requires stronger recovery methods: backup passkeys, security keys, and recovery keys. Sign-in sessions are shortened to reduce the window of exposure if a device or active session is compromised. People working with especially sensitive information may opt not to have those conversations used for model training. "Using physical security keys, such as YubiKeys, is one of the strongest defenses against phishing. To make that level of protection easier to access, we have partnered with Yubico, a leader in hardware-based authentication and account protection, to offer our users preferred pricing on a customized bundle of best in class security keys. The YubiKey C Nano is designed to stay in your laptop for simple, low-friction daily authentication, and the YubiKey C NFC for backup, and use across laptops and mobile devices," OpenAI added.CLAUDE SECURITY:Anthropic said in aon X, formerly Twitter, that Claude Security is now in public beta for Claude Enterprise customers. "Claude scans your codebase for vulnerabilities, validates each finding to cut false positives, and suggests patches you can review and approve," the company said. "Many security teams have asked how to put Opus 4.7 to work on their code without standing up custom tooling. Claude Security is that on-ramp: no API integration or agent build required. Since the research preview in February, hundreds of organizations have used it on production code, catching issues existing scanners had missed. Based on early feedback, we've added scheduled scans, directory-level targeting, CSV and Markdown exports, webhook notifications for new findings, and dismissals that carry forward across scans." Publicly traded companies in the cybersecurity space include Check Point (CHKP), CrowdStrike, CyberArk, F5, Fortinet, Gen Digital, Okta, Palo Alto Networksand Qualys.