September 17, 2025

analysis  
Nvidia Faces Tencent Shift, CrowdStrike Buys Pangea for $260M

The cybersecurity firm CrowdStrike is significantly bolstering its artificial intelligence capabilities, announcing the acquisition of Pangea for $260 million to enhance the security of AI applications. CEO George Kurtz envisions AI agents becoming integral team members in security operations centers, automating tasks and improving efficiency. This move includes the launch of Charlotte AI AgentWorks, a no-code platform for creating security agents, and seven new AI agents within its Falcon Agentic Security Platform. Meanwhile, in China, tech giant Tencent is reducing its reliance on Nvidia by fully adapting its infrastructure to support domestic AI chips. Tencent Cloud president Qiu Yuepeng confirmed this shift, emphasizing collaboration with local chip manufacturers to optimize hardware and software for AI computing amidst geopolitical tensions. Globally, AI continues to reshape the workforce, with experts like Professor Daniel Susskind arguing that AI is changing the nature of jobs rather than simply eliminating them. The focus is shifting towards 'mastery learning' and human-AI collaboration, emphasizing the development of deeper skills and higher-level tasks to ensure a resilient workforce. Ethical considerations and responsible development are also paramount, with significant private investment in AI reaching $109.1 billion in the US in 2024, alongside increasing government regulations. In the UK, artists are raising concerns about AI firms potentially using copyrighted material without permission, urging the government to protect creators' rights. Elsewhere, Gaia Dynamics has appointed Carlos Alzate as its new CTO to advance its AI-driven trade compliance platform, and diversified AI trading is emerging as a safer alternative to high-risk strategies like Martingale.

Key Takeaways

  • CrowdStrike is acquiring Pangea for $260 million to enhance AI application security and integrate AI agents into security operations centers.
  • CrowdStrike launched Charlotte AI AgentWorks and seven new AI agents as part of its Falcon Agentic Security Platform.
  • Tencent is adapting its infrastructure to support domestic AI chips, reducing its dependence on Nvidia.
  • Tencent Cloud president Qiu Yuepeng confirmed the use of mainstream domestic chips and collaboration with Chinese chip firms.
  • AI is changing the nature of jobs, emphasizing the need for mastery learning and human-AI collaboration over simple job elimination.
  • Private investment in AI in the US reached $109.1 billion in 2024, highlighting the sector's growth alongside increasing ethical concerns and regulations.
  • British artists are urging the UK government to protect copyrighted material from unauthorized use by AI firms.
  • Gaia Dynamics appointed Carlos Alzate as Chief Technology Officer to advance its AI-powered trade compliance platform.
  • Diversified AI trading is presented as a less risky alternative to traditional high-risk trading strategies like Martingale.
  • Experts stress that winning the global AI race depends on educating populations to collaborate with machines and building AI-capable human capital.

CrowdStrike boosts AI security with new agents and Pangea acquisition

CrowdStrike is expanding its AI security capabilities by adding seven new AI agents and launching Charlotte AI AgentWorks. The company also acquired Pangea for $260 million to help secure AI applications. CEO George Kurtz stated the goal is to make AI agents team members in security operations centers. This move aims to automate tedious tasks and improve cybersecurity team efficiency. CrowdStrike is pioneering AI detection and response to secure interactions between AI agents and applications.

CrowdStrike buys Pangea to boost AI security offerings

CrowdStrike announced its agreement to acquire Pangea, a startup focused on securing GenAI applications. The deal, reportedly worth $260 million, aims to add 'AI detection and response' capabilities to CrowdStrike's platform. CEO George Kurtz highlighted Pangea's expertise in protecting AI agents across various stages. This acquisition follows CrowdStrike's recent plan to buy data pipeline startup Onum, further strengthening its AI security focus.

CrowdStrike CEO outlines AI vision at Fal.Con 2025

CrowdStrike CEO George Kurtz shared his vision for an 'agentic SOC' powered by AI agents that reason, decide, and act. At the Fal.Con 2025 conference, he announced the acquisition of Pangea to pioneer 'AI detection and response.' CrowdStrike also launched the Falcon Agentic Security Platform and Agentic Security Workforce with seven new AI agents. Additionally, Charlotte AI AgentWorks was introduced as a no-code platform for building security agents. Kurtz emphasized the need to move beyond obsolete technology to combat sophisticated AI-driven threats.

Tencent supports Chinese AI chips, reducing Nvidia reliance

Tencent Cloud is now supporting mainstream domestic AI chips in its infrastructure, signaling a move away from imported hardware like Nvidia's. This decision aligns with China's goal of tech self-sufficiency amid escalating geopolitical tensions. Tencent Cloud president Qiu Yuepeng confirmed the adaptation to local chips at the Global Digital Ecosystem Summit. The company is also collaborating with domestic chip firms to optimize hardware and software for AI computing. This initiative follows similar moves by other Chinese tech companies aiming for greater independence.

Tencent embraces Chinese AI chips, reducing Nvidia dependence

Chinese tech giant Tencent has announced its infrastructure is fully adapted to support domestic AI chips, marking a significant shift away from reliance on Nvidia. At its Global Digital Ecosystem Summit, Tencent Cloud president Qiu Yuepeng confirmed the use of 'mainstream domestic chips.' The company is working with multiple Chinese chip manufacturers to find the best hardware for various scenarios. This move comes amid ongoing US-China tech tensions and US government scrutiny of Nvidia's acquisition of Mellanox Technologies. Tencent's president also noted the company has sufficient training chips and options for inference chips.

Mastery learning offers solution to AI's impact on careers

The rise of generative AI is disrupting career paths, making entry-level jobs scarce and thinning middle management. This shift creates uncertainty for professionals, as AI can perform tasks previously done by humans. The article suggests 'mastery learning,' which focuses on applying knowledge rather than just acquiring it, as a solution. This approach helps individuals develop deeper skills that distinguish them beyond degrees. Traditional learning methods often produce 'human hard drives' of information, which are less valuable in the AI era. Mastery learning aims to build a more resilient workforce capable of adapting to the changing job market.

Education and training key to winning the global AI race

Experts argue that winning the global AI race depends on educating populations to collaborate with machines, not just compete. Investing in educator training and AI literacy for all citizens is crucial for national competitiveness. This human-centered approach focuses on building AI-capable human capital, viewing data and hardware as tools rather than the ultimate strategic advantage. The article highlights six principles for human-AI collaboration, emphasizing the need to migrate from low-value to higher-level tasks. Governments should democratize AI education to reskill citizens for augmented roles in various industries.

UK artists urge action on AI copyright ahead of Trump visit

Leading British artists, including Paul McCartney and Elton John, have urged Prime Minister Keir Starmer to protect their work from AI firms. They argue that current AI proposals could allow companies to use copyrighted material without permission, effectively 'stealing' artists' life's work. The artists are concerned about a UK-US tech deal expected during Donald Trump's visit. They believe the government has failed to defend creators' rights by blocking amendments that would require AI firms to disclose copyrighted data used in their systems. The artists cite human rights conventions to support their claims.

Ethical AI investment crucial for responsible future

Artificial Intelligence is rapidly transforming industries and society, with significant private investment in the US reaching $109.1 billion in 2024. While AI offers immense potential for addressing global challenges, ethical guardrails are essential to prevent harm. Governments are increasingly implementing AI regulations to keep pace with its evolution. AI is being used for sustainable development in healthcare, energy, finance, and agriculture. However, risks such as bias, privacy breaches, and environmental impact need careful consideration. Investors are becoming more aware of ethical AI principles, and global regulations like the EU AI Act are setting standards for responsible AI development and deployment.

AI is changing work, not just eliminating jobs

Professor Daniel Susskind argues that AI's impact on work is less about job elimination and more about fundamentally changing the nature of jobs. While automation anxiety is cyclical, Susskind notes that productivity gains do not automatically benefit workers, citing historical examples like the Industrial Revolution. He highlights issues like algorithmic scheduling, worker quantification, and the potential erosion of expertise as AI takes over tasks. Susskind emphasizes the need for conscious design of future work to ensure it is not insecure, invisible, or inhumane. Effective communication and active engagement are key for leaders to guide employees through these transformations.

Gaia Dynamics hires Carlos Alzate as Chief Technology Officer

Gaia Dynamics, an AI-driven trade compliance platform, has appointed Carlos Alzate as its new Chief Technology Officer. Alzate brings extensive experience in AI and machine learning from his previous roles, including CTO at AI Fund and leadership at IBM Research. He will lead Gaia Dynamics' technology vision, focusing on advancing its AI-powered platform to help businesses navigate global trade complexities. CEO Emil Stefanutti stated that Alzate's expertise is crucial for scaling the company and delivering the next generation of its platform.

Diversified AI trading offers safer alternative to Martingale strategy

Diversified AI trading presents a less risky alternative to the traditional Martingale strategy for traders. The Martingale system, which involves doubling positions after losses, can quickly deplete capital due to its reliance on an infinite bankroll. In contrast, diversified AI trading uses artificial intelligence to analyze markets and spread trades across various assets and strategies. This approach minimizes risk and adapts to changing market conditions. AI trading can also capture more profit opportunities, leading to potentially more consistent returns compared to the high-risk, single-approach Martingale system.

Sources

AI Security CrowdStrike Pangea acquisition AI Agents Cybersecurity GenAI AI Detection and Response Agentic SOC Falcon Agentic Security Platform Charlotte AI AgentWorks AI Chips Tencent Cloud Nvidia Tech Self-Sufficiency Mastery Learning Generative AI Career Disruption AI Literacy Human-AI Collaboration AI Copyright Ethical AI AI Investment AI Regulations EU AI Act Future of Work AI Trading Martingale Strategy Trade Compliance Carlos Alzate Gaia Dynamics