Cyera’s $1B AI Security Bet, a $410M Compute Deal, and the Agent Benchmark Problem | UpNext AI – July 29, 2026
UpNext AI for July 29, 2026: today’s episode looks at where money is moving in AI right now — into security for AI agents, into giant compute contracts, and into better ways to measure agent performance. We also round up a few shorter headlines from Nvidia, PayPal, Granola, and Proofpoint.
Covered in this episode:
- Cyera agrees to acquire Oasis Security for about $1 billion as enterprises look for ways to secure proliferating AI agents.
- Recursive Superintelligence signs a $410 million compute deal with Amazon Web Services.
- A new paper, Messier, proposes a shared corpus for comparing AI…
The skinny
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