Mave Raises $34M to Fight AI Threats

Key Takeaways

• <ul><li>Mave raised $34 million to combat AI-powered cyberattacks using AI agent technology</li><li>NVIDIA stock earned a BUY rating with a $258 price target and 21% upside potential</li><li>Dell launched CPU-based AI servers using NVIDIA Vera CPUs with a $95 billion backlog</li><li>Western Digital earnings surged 160% on AI storage demand from Amazon and Meta</li><li>Red Hat and NVIDIA partnered to secure agentic AI across hybrid cloud environments</li><li>NVIDIA CEO Jensen Huang urged AI companies to halt harmful model releases</li><li>Samsung Electro-Mechanics will supply NVIDIA with AI chip substrates starting in 2026</li><li>US judge dismissed Google AI lawsuits while UK ordered opt-out provisions</li><li>BPC urged FDA to update rules for AI medical devices with risk-based oversight</li><li>Christina Cooper named 2026 Cyber Educator of the Year for AI governance work</li></ul>

Mave raises $34 million to fight AI-powered cyberattacks

Mave is an Israel-based cybersecurity startup that raised $34 million in funding. The company uses AI agents to help security teams investigate threats and filter out false alarms. Its Series A round was led by Red Dot Capital Partners with $28 million, and it previously raised a $6 million seed round. The startup was founded in 2025 by Raziel Oren and Guy Eshel, both former Unit 8200 intelligence veterans. Mave plans to use the money to grow its team and improve its AI research.

Mave secures $28M Series A for AI security platform

Mave raised $28 million in Series A funding to put AI agents into security operations. Insight Partners led the round with participation from existing investors. The platform automates real-time threat analysis and response for enterprises. Mave plans to use the funding to expand product development and go-to-market efforts. The company aims to make security operations more efficient by integrating with existing security tools.

Israeli startup Mave raises $34 million for AI threat detection

Israeli startup Mave raised $34 million in seed and Series A funding to automate cyber threat investigation. The Series A round of $28 million was led by Red Dot Capital Partners, and the $6 million seed round was led by Dell Technologies Capital and Emerge Ventures. Founders Raziel Oren and Guy Eshel are former Unit 8200 military intelligence veterans. Mave's platform connects to existing security tools to investigate alerts and identify threats within minutes. The company reported that its annual recurring revenue grew over 400% and is signing seven-figure contracts.

Mave raises $34 million for AI cybersecurity agents

Mave raised $34 million to bring AI agents into cybersecurity operations. Guy Eshel and Raziel Oren founded the startup in 2025. The company's agents help human security teams keep up with the speed of AI-powered cyber threats. Mave's platform tracks each step of its workflows so human employees can review agent decisions. The funding will support the company's growth as it serves Fortune 200 and Fortune 500 customers.

NVIDIA stock earns BUY rating with $258 price target

NVIDIA received a BUY rating with a $258 price target, suggesting about 21% upside. The company reported fiscal Q2 2027 revenue of $96.22 billion, up over 105% year over year, and gave Q3 guidance of $108 billion. Supply commitments rose from $119 billion to $279 billion as demand outpaces supply. NVIDIA trades at a trailing P/E of 43 compared to AMD's 199, making it the cheaper stock. The stock currently sits about 12% below its 52-week high of $243.37.

Dell launches new CPU-based AI servers after analyst downgrade

Dell released two new AI servers that use NVIDIA Vera CPUs. The PowerEdge R8822 became available in October 2026, and the PowerEdge M9882 follows in early 2027. These CPU-based systems target agentic AI workloads and represent a new market segment. Dell's CFO says demand for AI servers is growing faster than revenue numbers show. The company holds a $95 billion AI server backlog as of July 2026.

Red Hat and NVIDIA team up to secure agentic AI in the cloud

Red Hat and NVIDIA announced joint security features for agentic AI across hybrid cloud environments. The OpenShell Reference Architecture provides standardized guardrails and runtime safety for AI agents. Red Hat AI Factory with NVIDIA now supports the latest Nemotron models and offers optimized inference through vLLM and llm-d. The partnership also delivers Day 0 support for NVIDIA Vera Rubin hardware and Vera CPUs. Red Hat Enterprise Linux for NVIDIA now supports Vera CPUs for faster agent processing.

Nvidia CEO tells AI companies to halt harmful models

Nvidia CEO Jensen Huang spoke at the GTC conference in Berlin on October 22, 2026. He said AI companies should immediately stop releasing models they know cause harm. Huang argued against broad regulation of AI technology itself, saying rules should target specific applications. He believes AI creates jobs in energy, manufacturing, and construction. Huang said Nvidia uses AI to explore more design possibilities and that the technology could transform fields like drug discovery.

NVIDIA stock remains key AI growth driver despite headwinds

Polen Focus Growth Strategy highlighted NVIDIA in its Q3 2026 investor letter. NVIDIA shares rose nearly 15% during the quarter. Revenue more than doubled year-over-year, with data centers making up about 92% of revenue. Management says growth is limited by supply rather than demand. The upcoming Vera Rubin product cycle could expand revenue further. The fund kept an underweight position of about 7.5% versus a 15% index weight.

Christina Cooper named 2026 Cyber Educator of the Year

Christina Cooper, founder of Quantum Flex Solutions, was named 2026 Cyber Educator of the Year at CyberjutsuCon. She was also honored as a 2026 100 Women of Excellence Honoree in Washington, DC. Cooper has secured over $5 billion in federal programs with zero critical findings. She created the T.R.U.S.T. Framework for AI governance and authored a book that reached number one in over 10 Amazon categories. Her book features a foreword by Alicia Lyttle and an afterword by former DHS Deputy Director Dr. Derek Smith.

Western Digital earnings surge 160% on AI storage demand

Western Digital reported fiscal first-quarter revenue of $4.38 billion, beating analyst expectations of $4.14 billion. Adjusted earnings per share reached $4.64, a 160% increase from the prior year. The growth was driven by strong orders from cloud providers like Amazon and Meta for high-capacity hard drives and solid-state infrastructure used to train AI models. The results reversed recent market concerns about a slowdown in enterprise data center spending.

BPC urges FDA to update rules for AI medical devices

The Bipartisan Policy Center submitted comments to the FDA on regulating generative AI-enabled medical devices. BPC supports a risk-based approach but says Congress must grant the FDA new authority for conditional marketing and real-world data collection. The group stressed that risk assessment should consider the skill level of the user, and that independent third-party evaluation is important. BPC also called for more FDA staffing and flexible change control plans for postmarket monitoring.

US judge dismisses Google AI lawsuits as UK orders opt-out

A U.S. federal judge dismissed antitrust lawsuits against Google brought by Chegg and Penske Media Corporation over AI Overviews. Judge Amit Mehta ruled that publishers failed to prove Google's AI features were a separate product from its search engine. Meanwhile, Britain's Competition and Markets Authority ordered Google to let publishers opt out of AI features. Google offers separate controls for AI training and AI search features, but publishers remain divided on whether these settings are enough.

Samsung Electro-Mechanics to supply NVIDIA with AI chip substrates

Samsung Electro-Mechanics signed a deal with NVIDIA to supply ABF package substrates for AI processors starting in 2026. The company will expand production at its Sejong and Busan plants in South Korea and expects double-digit annual growth. By 2028, NVIDIA production could make up a significant share of SEM's total substrate capacity. Separately, Samsung Foundry plans to increase Exynos 2700 wafer output by over 10% using its second-generation 2nm process, which promises 12% better performance and 25% less power use.

Sources

• This startup raised $34 million to help security teams keep up with AI threats. Read the pitch deck.
• Dealroom.co | Mave raises $28M Series A to put AI agents into security operations
• Israeli AI cybersecurity startup Mave raises $34 million to automate threat detection
• Mave raises $34 million to bring AI agents to cybersecurity operations
• Wall Street Didn’t Expect This AI Stock to Become This Important
• Dell Unveiled New AI Servers a Week After Barclays’ Downgrade. Here’s Where the Stock Could Go by 2031
• Red Hat AI Factory with NVIDIA Accelerates Agentic AI Security Capabilities Across the Open Hybrid Cloud
• “If your product is harmful, stop”: Nvidia CEO draws line on AI safety
• NVIDIA Corporation (NVDA) Remains a Key AI Growth Driver Despite Benchmark Headwinds
• Award-Winning AI Governance and Security Authority Christina Cooper Named 2026 Cyber Educator of the Year
• Western Digital Stock Jumps as AI Storage Demand Ignites a 160% Profit Surge and Crushes Wall Street Expectations
• BPC’s Comment on FDA’s Generative AI-Enabled Medical Devices Discussion Paper
• US Judge Sides With Google; UK Orders AI Opt-Out
• Samsung Electro-Mechanics to supply NVIDIA with AI chip substrates; Exynos 2700 output reportedly to rise 10%