News · Yahoo Finance

NVIDIA Launches OpenShell Reference Architecture for Safe AI Agents

NVIDIA has launched the OpenShell Reference Architecture, a full-stack platform for building, containing, observing and enforcing safe AI agents across enterprise and edge infrastructure. It combines Vera Rubin infrastructure for inference, Vera CPUs for agent harnesses, and BlueField-4 DPUs running NVIDIA Sentry for continuous monitoring and in-silicon policy enforcement. NVIDIA says Vera Rubin NVL72 systems deliver 30x higher throughput per megawatt for agentic workloads, Vera CPUs offer 2x the performance of x86 processors, and Sentry can stop an agent that moves outside its boundary within milliseconds. Partners including Anthropic, AWS, Cisco, CrowdStrike, Microsoft, OpenAI and Google Cloud are working with the architecture, which runs on Canonical, Red Hat and Microsoft Windows platforms.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on Yahoo Finance ↗

Keywords

Nvidiaartificial intelligencecybersecuritysemiconductors

Open a keyword to see other news on the same topic.

Related tickers and likely impact

NVDA

• Neutral

Nvidia

Relevance: low

MarketUS stocks
SectorInformation Technology
IndustrySemiconductors
Market cap$5.2T
Close on 10/20/2026216.48
Change that session-0.28%
NVDA price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • eMemory/PUFsecurity Showcases OCP S.A.F.E.-Approved PUFrt at OCP Global Summit, Strengthening AI Data Center Security with Caliptra

    PUFsecurity, a subsidiary of eMemory Technology, was featured at Microsoft's Caliptra Workshop on Oct. 12, the opening day of the 2026 OCP Global Summit, which drew nearly 400 attendees. Its PUFrt received OCP S.A.F.E. Scope 3 approval after an independent assessment of its resistance to physical attacks such as fault injection and side-channel attacks, and is now listed on the OCP Marketplace. PUFrt provides the physical security foundation for Caliptra, an open-source hardware Root-of-Trust architecture, from key generation to chip mass-production testing. It has already been integrated into Caliptra products from ASPEED and security systems from several memory makers and networking chip vendors. The company says the milestone advances hardware security for cloud and AI infrastructure.

    Yahoo Finance·cybersecuritydata centersartificial intelligence
  • Market Chatter: Amazon is Buying More Nvidia AI Hardware Than It Can Power UpYahoo Finance·NvidiaAmazonsemiconductors
  • 3 European AI Factory Automation Stocks Retail Investors Should Watch Now

    Nvidia's commitment of nearly €10b to Europe is cited as a reason industrial automation suppliers could benefit. The article profiles three stocks: Instalco, a Swedish installer of electrical, HVAC and control systems with about SEK 10.0b in revenue and a market value near SEK 11.4b, which rolled out Instalco AI in June 2026 to speed up tenders and project administration; Jenoptik, a €2.1b photonics and smart mobility company whose semiconductor order intake improved quarter-on-quarter; and Kontron, an industrial IoT supplier with about €702 million in IoT Software + Solutions revenue, a market value near €1.2b, a 14.4x P/E and a 5.4% profit margin. The piece notes that each company still faces open questions on margins or the semiconductor cycle.

    Yahoo Finance·Europeartificial intelligenceNvidia
  • Nvidia vs. TSMC: Which Business Depends Less on Picking the Winning AI Chip?

    The article compares how much Nvidia and TSMC depend on picking the winning AI-chip architecture. TSMC manufactures designs for competing customers, so demand for manufacturing could hold up if buyers shift toward custom accelerators, though this depends on where replacement chips are made. In its third quarter, TSMC reported 79% of wafer revenue from technologies at seven nanometers and below, and a 58.7% operating margin in its latest quarter. Nvidia's strength is its ecosystem and system integration, but data-center revenue made up about 92.5% of its $96.22 billion total, creating heavy exposure to infrastructure spending. The author argues that a diversified customer base does not remove TSMC's risks around factory location and Taiwan exposure.

    Yahoo Finance·NvidiaTSMCsemiconductors
  • Why Sandisk Stock Shot Higher Today

    Sandisk shares jumped as much as 8.3% and were still up 7.9% at 11:24 a.m. ET, helped by a tech rebound and positive news in high-bandwidth memory (HBM). Nvidia has developed NVHBM, a custom HBM die with 15% lower power consumption and 30% higher bandwidth that links NVLink and HBM chips. A Seoul Economic Daily report says Nvidia asked Samsung Electronics to use TSMC's 3-nanometer process to make NVHBM dies, the first such collaboration between the two. Nvidia has also approached Micron and SK Hynix to standardize the process, which could free compute-die space for up to 30% additional compute. The article argues this suggests AI adoption still has room to grow, which would also benefit memory suppliers, and notes Sandisk trades at 19 times earnings and 6 times forward earnings.

    Yahoo Finance·semiconductorsNvidiaSanDisk
  • Meta Tested Broadcom’s CPO for 1 Million Port-Hours. What It Found

    Micas Networks announced a compact co-packaged optics (CPO) switch built on Broadcom's Tomahawk 6-Davisson chip, with production expected in early 2027. Davisson is Broadcom's third-generation CPO switch and can move 102.4 terabits per second. A paper presented in October 2025 said Meta tested Broadcom's previous-generation CPO switches for one million cumulative device hours without a single link failure, while using 65% less power per lane than traditional pluggable optics. Davisson has not yet published comparable data, and Nvidia's Spectrum-X Photonics CPO switch is already in full production. Broadcom (AVGO) trades at a forward non-GAAP P/E of 30.43x, about 11% above its 5-year average, though analysts expect earnings to rise about 71% this fiscal year.

    Yahoo Finance·• METABroadcomsemiconductorsartificial intelligence

Related markets

US stocks →

Latest news

  • Mortgage rates drop for the first time in 2 months, but demand still falls further

    Total mortgage application volume fell 5.3% last week from the previous week, according to the Mortgage Bankers Association, even as the average 30-year fixed rate dropped to 7.41% from 7.50%, the first decrease in over two months. Lower rates did not lift activity: refinance applications fell 2% week over week but were 59% below a year earlier, while purchase applications dropped 7% weekly and 18% year over year. The ARM share held at 10.5%, with ARM rates almost a full percentage point below the 30-year fixed rate. A separate Mortgage News Daily survey showed rates barely moved early this week, and its chief operating officer cautioned against relying on the oil price correlation, which has been unreliable for more than a month.

    CNBC·• DXY• SPYmortgagesinterest rateshousing
  • OCC's final rule to start fresh in weighing stablecoin rewards against GENIUS Act ban

    The Office of the Comptroller of the Currency issued the first final rule under the GENIUS Act on Wednesday, setting out how stablecoin issuers operate, including their third-party relationships with exchanges, and the rule is scheduled to take effect on January 18. The act bans issuers from paying rewards made “solely” for holding stablecoins, but the OCC has not offered examples and gives no safe harbor for existing exchange reward programs, which must win its case-by-case approval. The agency said a reward made at least in part for other reasons could fall outside the ban. Banks view such rewards as a threat to customer deposits and lobbied for further changes in the Digital Asset Market Clarity Act, which did not advance in a key Senate vote last month. Treasury Secretary Scott Bessent called the rule a clear, practical foundation for private-sector innovation.

    CoinDesk·• BTC/USDT• ETH/USDTstablecoinsregulationcrypto
  • Hot Bonds as Bank Interest Rates Struggle to Cool Down

    Many banks are cutting deposit rates under State Bank of Vietnam guidance, yet the bond market still features high-yield issuances. PVcomBank completed a VND 200 billion private placement at 10.5% per year on September 30, the highest bank bond rate in many years. In the third quarter, banks issued about VND 120,000 billion in bonds, up 11.8% year on year, with the bank group's average rate at 8.85% per year according to S&I Ratings. On October 21, six more banks cut deposit rates, bringing the total to 22 of 46 commercial banks, mostly by 0.5% per year for terms of 6 months and above. Expert PGS.TS Phạm Văn Phương warned that without transparency, bond yields could become a new benchmark and push deposit rates higher.

    CafeF·• VNINDEX• ACB• BID• CTGbondsinterest ratesbanks
  • PancakeSwap TVL tops $380M as major fee overhaul heads to vote

    PancakeSwap's TVL rose nearly 19% over the past week, adding about $380 million to reach $2.4 billion on Wednesday, with V3 pools more than doubling to about $739 million. The proposal “The Flip,” open for voting from Oct. 21 to Oct. 24, would raise liquidity providers' share of swap fees on V3 and Infinity pools to 88% from 66%-68%. It would also cut daily CAKE emissions by about 69%, from 22,500 to 7,000 tokens. If approved, implementation is expected to begin in November. Over the past seven days, PancakeSwap accounted for about $4.67 billion, or roughly 71%, of decentralized exchange trading volume on BNB Chain.

    Cointelegraph·▲ CAKE/USDTcryptoDeFiCAKEUSDT
  • France proposes liability for crypto exchanges offering DeFi access

    French authorities, including the Treasury, AMF, central bank and ACPR, proposed revising MiCA so that crypto-asset service providers (CASPs) would be liable for certain client incidents where they actively facilitated access to DeFi. Platforms would need to vet DeFi protocols before offering access, monitor them for vulnerabilities and suspicious activity, and back certification of protocols and smart contracts. For self-custodial wallets, France opposes blanket certification requirements for developers and favors voluntary certification for advanced wallets integrating DeFi. The proposals would also transfer supervision of significant CASPs to ESMA and lower the threshold of 15 million average daily active EU users. A report to EU lawmakers, due by June 30, 2027, will draw on the consultation responses.

    Cointelegraph·• BTC/USDT• ETH/USDTcryptoDeFiMiCA
  • Rocket Lab Just Had Another Setback. Here’s Why I’m Finally Buying the Stock Anyway

    Rocket Lab delayed its Neutron rocket for the second time this year after a manufacturing flaw was found in a carbon composite tank dome in the first stage, sending the stock sharply lower to about two-thirds below its May all-time high. The first Neutron launch is now expected in 2027, instead of the fourth quarter of 2026. Q2 revenue reached $234 million, up 62% year over year, and backlog stood at $2.36 billion, while the company agreed to acquire Iridium Communications for about $8 billion including debt. The author says the stock is still not cheap at about 40 times sales and remains loss-making, but he is starting a small position and will add as milestones are reached.

    Yahoo Finance·Rocket Labspace industrymergers and acquisitions

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.