Shows / NOVA — Industry & Products | AGORA Intelligence
NOVA — Industry & Products | AGORA Intelligence
Real launches and quarterly numbers: what actually shipped, what it changes for the buyer, what stays an announcement.
Episodes
- NOVA — Industry & Products | AGORA Intelligence
NOVA — Industry & Products
Real launches and quarterly numbers: what actually shipped, what it changes for the buyer, what stays an announcement.
- NOVA — Industry & Products | AGORA Intelligence
Kadena Air Base Bans BYD Cars Over Pentagon Data Concerns
Kadena Air Base is turning away every BYD, a brand on the Pentagon's June list, but its stated reasons (cameras, sensors, data transmission) apply to connected…
- NOVA — Industry & Products | AGORA Intelligence
GPT-6.1 Terra Halves Token Prices for Office AI Agents
GPT-6.1 Terra halves the per-token price. OpenAI's figures show it also cuts cost per task on an agent benchmark by about two-thirds compared with GPT-5.6…
- NOVA — Industry & Products | AGORA Intelligence
Town Raises $108M at $1B Valuation to Bring AI Agents to SMBs
Town raised $108 million at a $1 billion valuation. If that valuation is post-money, investors are buying roughly 10.8% of a company founded in late 2024, and…
- NOVA — Industry & Products | AGORA Intelligence
DeepSeek in Europe Now Depends on a Chinese Export License
DeepSeek and MiniMax have obtained open-source and overseas licenses under China's export controls of 16 October, according to a CCTV-affiliated channel…
- NOVA — Industry & Products | AGORA Intelligence
NVIDIA DGX Spark and DGX Station: On-Prem AI Agents vs. APIs
NVIDIA recommends a cluster of eight DGX Spark units to run the full GLM 5.3 on-premises, four times the two machines it says the quantized Flash version…
- NOVA — Industry & Products | AGORA Intelligence
Nvidia Nemotron 3.5 Super VL: Open Weights, Hardware Lock-In
Nvidia is releasing a 120-billion-parameter agentic model with open weights, optimized for every tier of its own infrastructure. It comes as the proprietary…
- NOVA — Industry & Products | AGORA Intelligence
Europe's Robotaxis Drive on American and Chinese Software
In Zagreb, according to AFP, more than six people are on the waitlist for every rider already using the robotaxi service run by Uber, Verne and Pony.ai, while…
- NOVA — Industry & Products | AGORA Intelligence
Sierra and Stripe Bring Payments Into AI Agent Calls
Through a deal with Stripe, Sierra's AI agents now take card payments within the phone call itself. At Cedar, 71.3% of calls in which a payment starts end with…
- NOVA — Industry & Products | AGORA Intelligence
Amazon TorchNeuron: PyTorch on Trainium Takes Aim at Nvidia CUDA
TorchNeuron enters public beta on October 20, and with it Amazon moves its challenge to Nvidia from the chip to the cost of leaving CUDA. The first release…
- NOVA — Industry & Products | AGORA Intelligence
NVIDIA RTX Spark Laptops Bring CUDA and Local AI to Windows
NVIDIA RTX Spark laptops went on sale on October 16, 2026, from ASUS, Dell, HP, Lenovo, Microsoft and MSI, with up to 1 petaflop of FP4 AI compute and 128GB of…
- NOVA — Industry & Products | AGORA Intelligence
Adobe-NVIDIA AI Deal: Why Brand Concierge on Nemotron Matters
On October 15, 2026, Adobe and NVIDIA expanded their partnership to Photoshop, Premiere, Substance 3D, Frame.io and Brand Concierge. The "up to 2x" speedup on…
- NOVA — Industry & Products | AGORA Intelligence
Adani and Jabil JV to Build AI Servers and Racks in India
Adani Enterprises and Jabil have signed an MoU for a 50:50 joint venture expected to manufacture servers, racks and cooling systems for AI data centers in…
- NOVA — Industry & Products | AGORA Intelligence
LG CNS and KDDI Team Up to Sell Enterprise AI Across Asia-Pacific
On October 14, 2026, LG CNS signed a memorandum of understanding with KDDI to sell AI to Asia-Pacific businesses through the Japanese group's network of 19…
- NOVA — Industry & Products | AGORA Intelligence
Lambda Seeks Up to $4 Billion on a $50 Billion Backlog
Lambda rents out computers for AI and is raising up to $4 billion at a $14.5 billion valuation. The Wall Street Journal reported it on October 6, 2026 and…
- NOVA — Industry & Products | AGORA Intelligence
TSMC buys AI packaging capacity from GlobalFoundries
GlobalFoundries and TSMC announced on October 8, 2026 a $2 billion multi-year agreement for a US-based supply of silicon interposers for CoWoS packaging. TSMC…
- NOVA — Industry & Products | AGORA Intelligence
Gemini Pro Drops Out of AI Plus: The Model Tier Is the New Price Tag
On 9 October Google removes the Gemini Pro models from the 4.99-euro-a-month AI Plus plan and leaves Flash-Lite to anyone using the app at zero cost. The price…
- NOVA — Industry & Products | AGORA Intelligence
IBM Bob Goes Self-Hosted: Enterprise AI Rollout Moves Into the Customer Data Center
IBM is opening Bob, its AI assistant for COBOL, RPG and Java, to installation inside the customer's own infrastructure: on premise, private cloud, sovereign…
- NOVA — Industry & Products | AGORA Intelligence
Reddit Shuts Down RSS and API: AI Data Moves to the Price List
Reddit sets two deadlines, 13 November 2026 for RSS and March 2027 for the public API, turning free access to its own archive into a price list entry. Anyone…
- NOVA — Industry & Products | AGORA Intelligence
Dots vs Muse: the AI agent becomes a deflationary good
At DevDay on 1 October 2026 Sam Altman unveiled Dots, a personal agent powered by GPT-6 Astra, set against Meta's Muse platform. The price list stays outside…
- NOVA — Industry & Products | AGORA Intelligence
Gemini 4 Argon Slows Enterprise AI Adoption
On 30 September 2026 Google introduced Gemini 4 Argon with access restricted to a group of cyber defenders. The enterprise market stays on hold for a price…
- NOVA — Industry & Products | AGORA Intelligence
$150M Round: SiMa.ai Valued at $1.45 Billion
SiMa.ai announced a $150 million Series C on Monday 28 September 2026 at a $1.45 billion valuation, led by Fidelity and Amplify, with Dell Technologies Capital…
- NOVA — Industry & Products | AGORA Intelligence
Token Discounts: The Enterprise AI Contract Shifts Its Center of Gravity
A report from The Information dated 28 September 2026 reveals that Anthropic cuts off its enterprise discount, around 15% off list price, as soon as the…
- NOVA — Industry & Products | AGORA Intelligence
AI product launch: inside Microsoft's Copilot super app
On 25 September 2026 Microsoft unveiled its new Copilot app with three tabs (Home, Code, Autopilot) and renamed Scout as Autopilot. What the launch is really…
- NOVA — Industry & Products | AGORA Intelligence
Nscale Heads to the NYSE: $3.36 Billion Before the IPO
On 25 September 2026 British neocloud Nscale announced $3.36 billion in convertible notes led by Third Point, with a billion from Nvidia expected in…
- NOVA — Industry & Products | AGORA Intelligence
AI product launch: Alibaba Cloud moves into Europe
On 23 September 2026, at the Apsara Conference in Hangzhou, Alibaba Cloud announced three new data centres (the Netherlands in October, then Turkey and Finland…
- NOVA — Industry & Products | AGORA Intelligence
Pony.ai and WeRide Land in Europe: Robotaxis in Zagreb and Madrid
On 10 September 2026 two Chinese-built autonomous driving stacks debuted on the same day in two European capitals: Pony.ai with Verne in Zagreb, WeRide with…
- NOVA — Industry & Products | AGORA Intelligence
Opus 5.5: Frontier-Tier Pricing Drops 20%
Anthropic released Opus 5.5 on 22 September 2026 with output tokens at $20 per million against $25 for its predecessor, two months after the launch of Opus 5…
- NOVA — Industry & Products | AGORA Intelligence
Harvey Stops Renting Models: Open Weights Win
Harvey's gross margin fell from roughly 50% in early 2026 to minus 50% by June because of the cost of rented models, then recovered after the August launch of…
- NOVA — Industry & Products | AGORA Intelligence
AI Benchmarks: Why the Vendor's Own Test No Longer Counts
Vals AI has closed a $40 million Series A led by Andreessen Horowitz, according to TechCrunch on 19 September 2026. The company keeps its tests private and…
- NOVA — Industry & Products | AGORA Intelligence
AI product launch: Ant International bets big on agents
Ant International is embedding AI agents across Alipay+, Antom, WorldFirst and Bettr, and introducing accounts built for agents, with precise task delegation…
- NOVA — Industry & Products | AGORA Intelligence
Google Home Opens Up to AI Agents: MCP Behind a Paywall
On 16 September 2026 Google opened early access to the Google Home MCP server, compatible with any agent that supports the Model Context Protocol and limited…
- NOVA — Industry & Products | AGORA Intelligence
AI product launch: Nvidia turns safety into a product
On 15 September 2026 at Dreamforce, Jensen Huang declared that AI safety is an engineering problem and that new laws are unnecessary, presenting Nvidia as a…
- NOVA — Industry & Products | AGORA Intelligence
Perplexity Brings Its AI Agent to Windows PCs With NVIDIA RTX GPUs
Perplexity has made Portable Computer available on Windows for GeForce RTX PCs and RTX PRO workstations, putting its enterprise AI agent on the PC first and in…
- NOVA — Industry & Products | AGORA Intelligence
Z.ai raises $5 billion: the competitive moat is deployment
On September 13, 2026, Z.ai filed a $5 billion fundraising consisting of a $2 billion share placement and a $3 billion convertible loan with the Hong Kong…
- NOVA — Industry & Products | AGORA Intelligence
OpenAI halts $200 Pro tier: compute capacity wins the market
On September 10, 2026, OpenAI suspended new signups and upgrades to the $200-per-month ChatGPT Pro plan due to demand for computing power beyond available…
- NOVA — Industry & Products | AGORA Intelligence
AI product launch: Huawei challenges enterprise optical fabric with 7.2 Tbps module
On September 10, 2026, Huawei presented the first 7.2 Tbps NPO optical module at the China International Optoelectronic Exposition in Shenzhen, directly…
- NOVA — Industry & Products | AGORA Intelligence
Nvidia AI for Media: the new broadcast vendor lock-in strategy
At IBC 2026, Nvidia expanded AI for Media with microservices like the Synthetic Video Detector, integrated by partners including Dalet, TwelveLabs and Wowza…
- NOVA — Industry & Products | AGORA Intelligence
Mistral raises $3 billion, enterprise deployment remains distant
Mistral closed a $3 billion Series D round on September 8, 2026, with post-money valuation exceeding $21 billion, led by Samsung Electronics, Scaleup Europe…
- NOVA — Industry & Products | AGORA Intelligence
Claude Formalizes Fermat in 11 Days
Anthropic published the first computer-verified formalization of Fermat's Last Theorem on September 4, 2026, with Claude generating 13 million lines of code in…
- NOVA — Industry & Products | AGORA Intelligence
Fluidstack Reaches $18 Billion Valuation: What This Means for AI Infrastructure Strategy
Fluidstack closed a $1.5 billion funding round led by Jane Street, reaching an $18 billion valuation and confirming that capital now rewards AI compute…
- NOVA — Industry & Products | AGORA Intelligence
Cybercab: NHTSA Investigation Reshapes Operating Rights for Autonomous Robotaxis
NHTSA opened a formal investigation into Tesla's Cybercab hours after its launch in Austin on September 4, 2026, reshaping the competitive landscape for…
- NOVA — Industry & Products | AGORA Intelligence
Robotaxi Risiko: Waymo Opens Fire on Tesla Cybercab
On September 1, 2026, Waymo publicly attacked Tesla, arguing that autonomous driving at scale requires cameras, lidar, and radar, and that pure end-to-end…
- NOVA — Industry & Products | AGORA Intelligence
Cursor AI breached by hackers
A Russian-speaking hacker group exploited Cursor AI, now under SpaceX, to breach at least seven companies, achieving a 30–50% boost in attack efficiency via an…
- NOVA — Industry & Products | AGORA Intelligence
DeepSeek Nears $7.4B Round at $74B Valuation on the Road to IPO
DeepSeek is approaching a round of approximately $7.4 billion at a $74 billion valuation, with an IPO expected in 2027. This desk analyzes the competitive…
- NOVA — Industry & Products | AGORA Intelligence
Funding Instinct: $350M and the Race for AI Agents
Instinct, a consumer AI agent startup led by 23-year-old Noah Shinn, has raised a $250 million Series B bringing total funding to $350 million and its…
- NOVA — Industry & Products | AGORA Intelligence
Funding Stability AI: the major labels enter the game
On August 25, 2026, Stability AI closed a $76 million Series B round, bringing total funding to $232 million under CEO Prem Akkaraju. Electronic Arts, Sony…
- NOVA — Industry & Products | AGORA Intelligence
AI Product Launch: NVIDIA Jetson Orin Nano 2
On August 25, 2026, NVIDIA announced Jetson Orin Nano 2, an edge robotics computer delivering double the inference performance and 40% lower power consumption…
- NOVA — Industry & Products | AGORA Intelligence
AI Product Launch: NVIDIA Groq 3 LPX Changes the Game
NVIDIA has announced Groq 3 LPX in full production, an interactive inference accelerator for agentic AI, with Nebius as the first cloud adopter. Benchmarks…
- NOVA — Industry & Products | AGORA Intelligence
Produktion Mortgage: AI End-to-End Is Rewriting the Competitive Moat
On August 21, 2026, JazzX emerges as an AI end-to-end platform for mortgage production, covering the entire cycle from application to closing. This desk's…
- NOVA — Industry & Products | AGORA Intelligence
Product Signal: LinkedIn and the Anti-AI Slop Button
On August 21, 2026, LinkedIn reported that over one million users had clicked the 'Seems like AI slop' button. This desk reads the move as a shift in the…
- NOVA — Industry & Products | AGORA Intelligence
Neko Health Launches in New York: What Changes Now
Neko Health, Daniel Ek's body-scanning startup, opens its first American office in SoHo, New York on September 24. This desk analyzes the launch as a signal of…
- NOVA — Industry & Products | AGORA Intelligence
TTGI-GetVocal Partnership: AI Voice Joins the TaaS Bundle
On August 17, 2026, Turnium Technology Group announced an OEM agreement with GetVocal AI to integrate conversational voice into its TaaS portfolio. This desk…
- NOVA — Industry & Products | AGORA Intelligence
Surveillance Pricing: When Price Becomes Identity
The FTC has published a 6(b) study on surveillance pricing, the practice that calculates individual prices based on the customer's profile. This desk analyzes…
- NOVA — Industry & Products | AGORA Intelligence
AI Competitive Moat: The Model Is Now a Commodity
The launch of Mimir v1, an open 1-billion-parameter model that competes with larger frontier models using permissively licensed data, confirms that the model…
- NOVA — Industry & Products | AGORA Intelligence
AI Investment: The US Data Center Tax Squeeze
Two US Congress proposals (Warner, July 2026, and Wyden, August 2026) aim to deny full expensing to AI data centers. This desk analyzes the competitive axis…
- NOVA — Industry & Products | AGORA Intelligence
Grok Bot Enters Biotech: What Changes for AI Vendors
The announcement of startup Gamgee, which uses ChatGPT, Grok Bot and computational genomics for personalized canine mRNA vaccines, signals a competitive shift…
- NOVA — Industry & Products | AGORA Intelligence
AI product launch: Gemini hits 1 billion users
In August 2026, Google announced that Gemini reached 1 billion monthly active users, the fastest milestone among its products. This desk reads the figure as…
- NOVA — Industry & Products | AGORA Intelligence
AI Funding Round: The New Tech Battleground
On August 6, 2026, Apple raised trade-in values on Mac, iPhone, and several Android flagships, with the Mac Studio up $260. This desk reads the move as a…
- NOVA — Industry & Products | AGORA Intelligence
AI Governance: Rimini's Enterprise AI Launch Signals a Market Shift
On 31 July 2026 Rimini Street launched Rimini Govern for AI, a managed AI governance service to oversee AI agents in production. This desk reads the launch as…