• Markets: Stocks took inspiration from the season and were in fall mode yesterday, dipping as Treasury bond yields and oil prices continued to rise.
• Stock spotlight: Database provider MongoDB plummeted when investors learned that Meta had lured its CEO to come run its enterprise platform.

SHELL GAME

Niv Bavarsky

Nvidia has decided the only thing that can stop bad AI is good AI. In the wake of rogue AI models breaking into systems more easily than Angelina Jolie in Hackers, the chipmaker announced a new AI security system called OpenShell to act as a safeguard against your AI breaking any rules.

The system’s unveiling comes two weeks after tech leaders, including OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei, called for developers to slow things down and asked for more government regulation. Nvidia CEO Jensen Huang disagreed and told CNN: “If they believe their company is out of control, then get the company under control.”

And here’s how, says Nvidia

OpenShell has two layers—that’s five fewer layers than a Taco Bell burrito—and is an open-source software system that any company can adopt, according to Nvidia. The semiconductor giant said OpenShell would have prevented OpenAI’s attack on the AI platform Hugging Face (which Nvidia bought for $13 billion earlier this month).

Here’s how the software works:

• The first layer runs AI agents in a “sandbox,” the virtual space where they can be tested. Testers can define what the agent can access (e.g., networks, files).
• The extra layer is a program called Sentry that can “quarantine a suspicious agent in milliseconds,” according to Nvidia’s vice president of enterprise AI, Justin Boitano.

Keeping it 100: Nvidia said more than 100 organizations are already using the platform, including Microsoft, Perplexity, and JPMorgan Chase.

But AI safety concerns remain. The chorus of industry insiders asking for more oversight into self-improving AI got a little louder yesterday. Leaders and researchers from Anthropic, OpenAI, Meta, and Microsoft implored policymakers to safeguard the rapidly advancing technology in a paper signed by 20+ people. Meanwhile, OpenAI said yesterday that it would not release its GPT-6.1 Astra model due to security concerns. Tech leaders, including the CEOs of Nvidia, Anthropic, and Meta are expected to meet with President Trump today.

Shelling out money: Nvidia also announced yesterday that it’s buying back another $150 billion of its stock, bringing the total amount it’s authorized to buy back to $235 billion. It’s the biggest corporate repurchase ever, according to the company. The previous record was held by Apple, which conducted a $110 billion buyback in 2024.—DL

      

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