September 18, 2025

finance  
OpenAI, Anthropic AI Security Funding, Nvidia GPU Race

The artificial intelligence sector continues to see significant investment and development across various fronts. In AI security, Irregular has raised $80 million to test advanced AI models for potential real-world threats, partnering with leading labs like OpenAI and Anthropic. Meanwhile, Israeli venture capital firm Glilot Capital has secured $500 million for two new early-stage funds, focusing on AI and cybersecurity startups. Chinese tech giant Baidu is aggressively pursuing its AI ambitions, with its stock surging following a major AI deal with China Merchants Group and the announcement of a 4.4 billion yuan offshore bond offering to fund its AI chip and cloud computing business. Baidu's new reasoning model, Ernie X1.1, has also boosted investor confidence with improved factual accuracy and agent-based functions. In the AI supply chain, companies like AMD are providing GPU alternatives to Nvidia for AI inference, gaining traction with cloud providers, while Synopsys offers essential electronic design automation tools for semiconductor manufacturing. CoreWeave is expanding its UK AI infrastructure investment to £2.5 billion, partnering with Nvidia and DataVita for sustainable AI data centers. Billionaire David Tepper's Appaloosa Management has increased stakes in Nvidia, TSMC, and Amazon, recognizing their strong positions in AI hardware and cloud infrastructure. GoPro's stock saw a surge due to a new AI Training Licensing program utilizing subscriber video content, diversifying its revenue. However, Apple's stock was downgraded by Phillip Securities due to its valuation and perceived lack of significant AI innovation. Workday CEO Carl Eschenbach views AI as a positive force, or 'tailwind,' for the company, leveraging its platform and curated data for AI solutions.

Key Takeaways

  • Irregular, an AI security firm, has raised $80 million to test advanced AI models and develop security frameworks, collaborating with OpenAI and Anthropic.
  • Glilot Capital, an Israeli venture capital fund, raised $500 million for two early-stage funds to invest in AI and cybersecurity startups.
  • Baidu's stock surged on a major AI deal with China Merchants Group and a 4.4 billion yuan bond offering to fund its AI chip and cloud computing initiatives.
  • Baidu's new reasoning model, Ernie X1.1, has improved factual accuracy and agent-based functions, boosting investor confidence.
  • AMD is positioning itself as an alternative to Nvidia for AI inference GPUs, gaining traction with major cloud providers.
  • CoreWeave is increasing its UK AI infrastructure investment to £2.5 billion, partnering with Nvidia for sustainable AI data centers.
  • Billionaire David Tepper's Appaloosa Management increased stakes in Nvidia, TSMC, and Amazon, citing their roles in AI hardware and cloud infrastructure.
  • GoPro's stock rose following the announcement of an AI Training Licensing program that uses subscriber video content.
  • Apple's stock was downgraded due to its valuation and perceived lack of significant AI innovation.
  • Workday CEO Carl Eschenbach described AI as a 'tailwind' for the company, highlighting its platform and data for AI solutions.

Irregular raises $80 million for AI security

Irregular, a company focused on AI security, has raised $80 million in new funding. The company works with leading AI labs like OpenAI and Anthropic to test advanced AI models for potential real-world threats. This funding will help Irregular develop security frameworks for the safe deployment of AI. The company aims to ensure AI is both powerful and secure as it rapidly advances.

Secret AI startup Irregular raises $80 million

Irregular, formerly Pattern Labs, has emerged with $80 million in funding to test advanced AI models. The company partners with AI leaders like OpenAI and Anthropic to simulate real-world threats and develop security measures. Founded in 2023, Irregular already generates significant revenue and works with government clients. Its goal is to ensure the safe and secure deployment of next-generation AI systems.

Israeli AI security firm Irregular secures $80 million

Irregular, an Israeli startup focused on AI security, has raised $80 million in a Series B funding round. The company collaborates with major AI labs such as OpenAI and Anthropic to create strong security measures. These measures protect AI models from cyberattacks and ensure their safe use. The new funding will support Irregular's research, team expansion, and product development in the growing AI security field.

Irregular raises $80 million to secure frontier AI

AI security firm Irregular announced $80 million in new funding led by Sequoia Capital and Redpoint Ventures. The company, formerly Pattern Labs, tests AI models in simulated environments to identify emergent risks before release. Irregular's work is cited in industry evaluations and its framework for scoring model vulnerability is widely used. The funding will help Irregular continue its mission to secure advanced AI models.

Glilot Capital raises $500 million for AI and cybersecurity

Israeli venture capital fund Glilot Capital has raised $500 million for two new early-stage funds. These funds will invest in rapidly growing Israeli AI and cybersecurity startups. The money comes primarily from international investors. Glilot plans to invest in 12 AI and cybersecurity startups with each new fund. The focus is on companies protecting AI and those addressing AI-driven attacks.

Investors bet on AI and cybersecurity with Glilot Capital's $500M raise

Glilot Capital Partners, an Israeli venture firm, has raised $500 million for its Seed and Plus funds. This brings their total assets under management to over $1 billion. The firm focuses on long-term company building in AI and cybersecurity. Glilot believes these sectors offer durable growth and significant returns. They will invest in startups with strong customer ROI and clear paths to profitability.

Israel's Glilot Capital raises $500 million for AI and cyber startups

Glilot Capital, a leading Israeli venture capital fund, announced it has raised $500 million for two new early-stage funds. These funds will target fast-growing Israeli AI and cybersecurity startups. The investment comes mainly from international sources. Glilot plans to invest in 12 startups per fund, focusing on technologies that protect AI and combat AI-driven attacks. This move highlights Israel's strength in the cybersecurity domain.

Baidu shares surge on AI partnership and capital raise

Chinese tech giant Baidu saw its shares jump significantly after securing a major AI deal with China Merchants Group. The company also announced a 4.4 billion yuan offshore bond offering to fund its AI ambitions. Baidu is aggressively developing its AI chip and cloud computing business to support its Ernie Bot. Analysts believe Baidu's AI ventures could offset struggles in its advertising sector.

Baidu stock rallies on AI breakthrough

Baidu's stock experienced a significant rally following the showcase of its new reasoning model, Ernie X1.1. The company's AI advancements, including improved factual accuracy and agent-based functions, have boosted investor confidence. Benchmark tests suggest Ernie X1.1 outperforms competitors, positioning Baidu strongly in China's AI market. Investors are now focused on how Baidu will commercialize these new AI technologies.

3 AI supply chain stocks to watch

This article highlights three companies in the AI supply chain: SoundHound AI, Advanced Micro Devices (AMD), and Synopsys. SoundHound AI focuses on voice interfaces for enterprise use, showing strong revenue growth. AMD offers GPUs as alternatives to Nvidia for AI inference, gaining traction with major cloud providers. Synopsys provides essential electronic design automation tools for semiconductor manufacturing, dominating the market.

CoreWeave boosts UK AI investment to £2.5B

CoreWeave is increasing its investment in the UK's AI infrastructure by an additional £1.5 billion, bringing its total commitment to £2.5 billion. This expansion, announced during President Trump's state visit, will fund new sustainable AI data centers. CoreWeave is partnering with Nvidia and DataVita to use advanced GPUs powered by renewable energy. This investment supports the UK Government's Compute Roadmap.

David Tepper buys Nvidia, TSMC, Amazon amid AI boom

Billionaire David Tepper's Appaloosa Management has increased its stakes in Nvidia, Taiwan Semiconductor Manufacturing (TSMC), and Amazon. Tepper also sold his entire position in Broadcom and reduced holdings in Meta Platforms and Alphabet. The purchases of Nvidia, TSMC, and Amazon are driven by their strong positions in AI hardware and cloud infrastructure. Tepper likely took advantage of a market dip in April to make these investments.

GoPro stock soars on AI licensing and potential capital raise

GoPro's stock surged after announcing a new AI Training Licensing program that utilizes over 125,000 hours of subscriber video content. The company also hinted at a potential capital raise through a recent filing. This move diversifies GoPro's revenue streams beyond hardware sales. While facing challenges in traditional sales, the AI licensing program offers a new path for monetizing user-generated content.

Apple stock downgraded due to lack of AI innovation

Apple Inc. has been downgraded by Phillip Securities from Neutral to Reduce due to its stretched valuation and lack of significant AI innovation. Analysts cited near-term headwinds from tariffs and elevated capital expenditures. The firm maintains a cautious outlook, noting persistent weakness in product sales and the China market. The price target remains $200.00.

Workday CEO: AI is a 'tailwind' for the company

Workday CEO Carl Eschenbach stated that artificial intelligence is a positive force for his company, calling it a 'tailwind.' He highlighted that Workday's platform serves 75 million users and possesses highly curated data for AI training. Eschenbach believes Workday is undervalued and is leveraging its data to drive business outcomes through AI solutions. The company has also seen stock boosts following activist investor Elliott's significant stake.

Sources

AI security AI funding OpenAI Anthropic AI models AI safety Venture capital Cybersecurity AI startups Baidu AI chips Cloud computing Ernie Bot AI supply chain SoundHound AI Advanced Micro Devices AMD Synopsys Semiconductor manufacturing CoreWeave UK AI investment AI data centers Nvidia David Tepper TSMC Amazon GoPro AI licensing Apple AI innovation Workday AI solutions