The artificial intelligence sector continues to see rapid development and investment, with veteran investor Howard Marks suggesting the current boom is not yet a market bubble, noting that while valuations are high, they haven't reached irrational levels. In the cloud and enterprise space, Amazon is making its Bedrock AgentCore generally available, a platform designed to help businesses move AI agents from prototype to production, with early adopters including Clearwater Analytics and Sony. Kitsa is also leveraging Amazon's generative AI agents through Quick Automate to streamline clinical trial site selection. Microsoft AI has unveiled its first in-house text-to-image generator, MAI-Image-1, which produces photorealistic images and ranks highly on benchmarks, adding to its suite of AI tools like the MAI-1 chatbot. Salesforce is expanding its Agentforce AI customer service with voice calling capabilities, allowing AI agents to handle customer calls, integrating with major phone system providers. Salesforce CEO Marc Benioff views business evolution through AI as incremental. In cybersecurity, Varonis has launched Interceptor, an AI-native email security solution to combat AI-generated threats, while Noma Security has been recognized as a 2025 SINET16 Innovator for its AI and agent security platform. On the hardware front, Broadcom's stock surged following a multiyear deal with OpenAI for custom chips and networking equipment, aimed at boosting AI data center capacity. Imperial College London is planning a new 12-story AI campus in White City, London, set to begin construction in mid-2026. Meanwhile, AlphaTON Capital Corp. is partnering with MorpheusAI to deploy AI agents on Telegram, targeting its over 1 billion users.
Key Takeaways
- Veteran investor Howard Marks believes the current AI boom is not a market bubble, stating valuations are high but not yet irrational.
- Amazon Bedrock AgentCore is now generally available, providing tools for businesses to deploy AI agents into production.
- Microsoft AI has launched MAI-Image-1, its first internally developed text-to-image generator, capable of producing photorealistic imagery.
- Salesforce is adding voice calling to its Agentforce AI customer service, enabling AI agents to handle customer calls with customizable voices.
- Broadcom's stock rose significantly after announcing a multiyear agreement with OpenAI for custom chips and networking equipment to enhance AI data center capacity.
- Imperial College London plans to open a new 12-story AI campus in White City, London, with construction starting in mid-2026.
- Varonis has introduced Varonis Interceptor, an AI-native email security solution designed to detect AI-generated threats.
- Noma Security was named a 2025 SINET16 Innovator for its platform focused on AI and agent security.
- AlphaTON Capital Corp. is partnering with MorpheusAI to develop AI agents for Telegram, aiming to reach over 1 billion users.
- Kitsa is using Amazon Quick Automate's generative AI agents to improve the speed and efficiency of clinical trial site selection.
Howard Marks: AI boom is not a bubble yet
Veteran investor Howard Marks believes the current excitement around artificial intelligence is not a market bubble. He stated that while AI stock valuations are high, they are not yet 'crazy' or indicative of a mania. Marks compared the situation to the late 1990s internet boom, noting that past bubbles were driven by psychological excess and a belief that no price was too high. He feels the AI rally hasn't reached that level of irrational exuberance, even though expectations are high.
Howard Marks: Big tech valuations are high but not crazy
Howard Marks, co-chairman of Oaktree Capital, commented on the current technology market, noting high valuations and significant enthusiasm, especially for artificial intelligence. He believes these conditions do not yet show the extreme psychological behavior that defines a true market bubble. Marks suggested that while prices are elevated, it doesn't automatically mean a crash is imminent.
Howard Marks says AI isn't in a bubble yet
Veteran investor Howard Marks stated that the current excitement for artificial intelligence does not yet qualify as a market bubble. He explained to CNBC that while valuations are high, they are not irrational, and 'expensive and going down tomorrow are not synonymous.' Marks identified psychological excess and 'temporary mania' as key ingredients of bubbles, which he does not see in the AI market currently. He cautioned against bubble psychology, like backing any company with a slim chance of massive returns, but believes the AI rally has not reached that point.
Amazon Bedrock AgentCore now available for AI agents
Amazon Bedrock AgentCore is now generally available, offering a platform to build, deploy, and operate AI agents. This service helps companies move agents from prototypes to production with security, scalability, and reliability. AgentCore provides tools, memory, and data integration for complex workflows, allowing deployment with minimal code. Early customers include Clearwater Analytics, Cox Automotive, and Sony, with support from AWS Partners like Accenture and Deloitte.
Kitsa uses Amazon Quick Automate for clinical trial site selection
Kitsa has transformed clinical trial site selection using Amazon Quick Automate, a capability of Amazon Quick Suite. This solution addresses challenges like fragmented data and manual effort in identifying suitable research sites. By using Quick Automate's generative AI agents, Kitsa can rapidly extract, normalize, and analyze site data from hundreds of sources. This makes the process faster, data-driven, and globally scalable, improving trial launches and site utilization.
Imperial College plans new AI campus in White City
Imperial College London has revealed plans for a new 12-storey academic building in White City, West London, dedicated to artificial intelligence. The facility will house research and laboratory spaces, bringing together computer scientists, mathematicians, and business experts. The campus aims to be a hub for data science, AI, and machine learning. Construction is planned to start in mid-2026, with completion expected in 2029.
AlphaTON partners with MorpheusAI for AI agents on Telegram
AlphaTON Capital Corp. has partnered with Morpheus AI to make Morpheus the preferred AI infrastructure provider for its portfolio companies on TON and Telegram. This collaboration aims to accelerate agentic AI development for Telegram's over 1 billion users. The partnership includes decentralized inference, a tools marketplace, and decentralized storage, utilizing Morpheus AI's $MOR tokens. This move supports AI agents that prioritize user privacy and data ownership.
Varonis launches Interceptor for AI-powered email security
Varonis has introduced Varonis Interceptor, an AI-native email security solution designed to combat advanced AI-generated threats. The platform uses a multimodal AI approach, combining vision, language, and behavior analysis to detect sophisticated phishing and social engineering attacks. Interceptor also includes a phishing sandbox and browser security to protect against malicious websites and links, offering a comprehensive defense against data breaches.
Noma Security recognized for AI and agent security platform
Noma Security has been named a 2025 SINET16 Innovator for its unified platform focused on AI and agent security. The award recognizes innovative cybersecurity technologies addressing current threats. Noma Security's platform helps organizations protect AI models and agents from sophisticated attacks, providing a comprehensive approach to identify, monitor, and mitigate risks in AI deployments. The company will showcase its technology at the SINET Security Innovation Summit.
Stocks rise on trade hopes and Broadcom's AI deal
Stock indexes saw significant gains today, recovering from recent losses, partly due to eased trade tensions with China and a major deal involving Broadcom. Broadcom's stock jumped over 10% after signing a multiyear agreement with OpenAI for custom chips and networking equipment, potentially adding substantial AI data center capacity. The market also reacted positively to China's stronger-than-expected export and import data.
Microsoft AI unveils its first in-house image generator
Microsoft AI has announced MAI-Image-1, its first text-to-image generator developed internally. This new model aims to produce photorealistic imagery and can process requests faster than larger models. MAI-Image-1 has already achieved a top 10 ranking on the AI benchmark site LMArena. It joins Microsoft's other AI developments like the MAI-1 chatbot and MAI-Voice-1, reflecting significant investments in building its own AI models.
Salesforce adds voice calling to Agentforce AI customer service
Salesforce is enhancing its Agentforce AI customer service software by adding voice calling capabilities with Agentforce Voice. This feature allows AI agents to answer customer service calls, offering customizable voices and the ability for customers to interrupt. Agentforce Voice integrates with phone systems from RingCentral, Twilio, and Vonage. Despite some investor concerns about AI's impact on software sales, Salesforce CEO Marc Benioff believes business evolves incrementally.
Sources
- Oaktree's Howard Marks says AI frenzy isn’t a bubble — at least not yet
- Oaktree Capital’s Howard Marks: Big tech valuations are high, ‘but not crazy’
- AI Isn’t in a Bubble Yet, Says Veteran investor Howard Marks
- Make agents a reality with Amazon Bedrock AgentCore: Now generally available
- Kitsa transforms clinical trial site selection with Amazon Quick Automate
- Imperial College sets out vision for new AI campus in White City
- AlphaTON's New AI Vertical Names MorpheusAI Preferred Infrastructure to Power Agentic AI on Telegram & TON
- Meet Varonis Interceptor: AI-Native Email Security
- Noma Security Named 2025 SINET16 Innovator for AI and Agent Security Platform
- Stocks Supported by Trade Hopes and Broadcom’s AI Deal
- Microsoft AI announces first image generator created in-house
- Salesforce adds voice calling to Agentforce AI customer service software