Chip valley: how Migdal HaEmek and Rehovot became a critical link in the AI race
Nova, Camtek and Tower posted record quarters this week. A weekend feature on the Israeli industry almost nobody knows, and without which AI-era chips cannot be made
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'Mom, it's me, I'm in trouble': a full guide to protecting your family from AI-era scams
Cloned voices, deepfake videos and messages more convincing than ever. A weekend feature with what you need to know, and ten simple steps to take this weekend with your parents and children
Nova posts record quarter: $287.8 million, up 28%
The Rehovot-based chip metrology maker guides to as much as $315 million in the fourth quarter on demand for HBM memory and AI chips
Israel's quantum race: from Classiq's $2.2 billion to a quantum computer in Tel Aviv
Intel bought Classiq, Quantum Machines runs the national center, and new startups are raising hundreds of millions. A weekend feature on a field not yet in wide use but already worth billions
Layoffs here, hiring there: a guide to the Israeli tech job market in the age of AI
Atera, Fiverr, SolarEdge and Fireblocks are cutting while Nvidia and Tower are hiring. A weekend feature on what is really happening in the job market, why, and what to learn now
Camtek reports: $161.3 million quarter, about $180 million guided for the next
The Migdal HaEmek company confirmed its pre-announced record and says it has booked more than $800 million in orders this year
Israel's Sentra raises $150 million to protect data in the AI era
Capital One Ventures led the Series C, taking the company's total funding past $250 million
OpenAI buys Pierre and moves onto GitHub's turf
The company behind Code Storage will be folded into the Codex coding tool; terms were not disclosed
ChatGPT can now make GIFs: Images 2.6 is also faster
OpenAI adds short animations, more precise editing and new developer controls across ChatGPT, Codex and the API
US voters say no to data centers: nearly every measure against them passed
Dozens of local data center questions were on the midterm ballot, and only one did not end in a win for opponents
Breach at booking provider Amadeus exposes passenger data at a string of airlines
Japan Airlines, Cathay Pacific, Korean Air and others report exposed booking details, in some cases passport numbers
Google to schools: block its AI tools and students lose Search too
Students at schools that ban AI will see a message that Search is unavailable; Google says search and AI are already intertwined
Cyberattack knocks out Beget, one of Russia's largest hosting providers
Customer websites, email and DNS went down overnight into Monday, and the company has declared force majeure
Blockchain analytics firm Chainalysis breached in an AI agent-assisted attack
The company, which works with law enforcement worldwide, has told all customers that user details may have been exposed
In its IPO filing, Anthropic warns AI may speed up its own development
The maker of Claude added a warning to its revised prospectus about AI building more capable versions of itself
GrowthCurve takes control of Israel's TailorMed in a deal worth about $250 million
The digital health company, which helps patients fund expensive treatment, will serve as a platform for further acquisitions
Jigso's founders and AI team join Placer.ai
Or Shani and Tomer Naveh, who previously founded Albert.ai, will lead 'AI Actions' development at the location analytics company
Fiverr: AI is eating the freelance market, and the company warns of a steeper drop
Active buyers fell 25.8%, marketplace revenue dropped 24.7%, and Fiverr expects traffic to keep falling through 2027
Meta seeks at least $20 billion in bonds after a giant equity raise
According to Bloomberg, the company is preparing dollar and euro tranches of up to 38 years to fund its data center race
A power shortage for AI: data centers are running old aircraft jet engines
Connecting to the grid can take seven years, and AI companies won't wait. Boeing 747 engines converted into generators provide power within about two years, but spark a debate over pollution.
Australian police investigate a breach of a New South Wales Health website
Attackers got into the website of the state health ministry's dental program. According to police, about 4GB of data was stolen, mostly details of dentists.
Harvard leak: more than 850,000 email addresses added to Have I Been Pwned
The data comes from a breach that began with a voice phishing call about a year ago. Now that the data is circulating, the danger is a wave of follow-on scams against students, alumni and donors.
Google opens Android Studio to rival coding agents: developers can choose among more than 40 agents, including Claude and Codex
In Android Studio Rabbit 2, Google lets developers "bring your own agent". Developers are no longer limited to Gemini and can work with coding agents from Anthropic, OpenAI and others.
Anthropic heads to Wall Street: 90 pages of risks in its prospectus, and Claude already designs chips inside the company
The company founded to "answer to humanity" will now also have to answer to shareholders. According to reports, Anthropic told investors its chip design team already uses Claude, and warned that AI-assisted research could soon accelerate dramatically.
Cyera in talks to raise at a $20 billion valuation, months after being valued at $12 billion
According to reports, the Israeli data security company is in talks for a new round that would nearly double its valuation. That would make it one of the world's most valuable private cybersecurity companies.
Varonis reports quietly: no guidance and no investor call, because of the sale to Proofpoint
The data security company, which is being acquired for $6.3 billion, published third-quarter results but said it will issue no outlook and hold no conference call until the deal closes.
Camtek reports today: a record quarter, and an outlook for more than 35% growth in 2027
The Migdal HaEmek chip inspection company has already announced quarterly revenue of $160 million to $161 million, up 27%. It expects about $595 million in revenue this year and more than $800 million next year, on demand for AI chip packaging.
A record quarter for AMD: $13.4 billion in revenue, and data centers nearly doubled
The chipmaker's revenue grew 45%, and the data center segment jumped 97% to $8.5 billion. According to CEO Lisa Su, Anthropic, Meta, Microsoft, OpenAI and Oracle are already running workloads on its Helios systems. The stock jumped after hours.
Tech layoffs continue: Israeli software company Atera lays off about 10% of staff, mostly in Israel
The company, which develops an IT management platform, is parting with about 30 employees. According to Atera, the goal is to improve efficiency and focus resources on AI and its autonomous IT technology, Robin.
SAP Israel in the AI era: the Ra'anana R&D center under new leadership, and its former CEO leads SAP's AI globally
Michal Romi succeeds Orna Kleinmann as head of SAP Labs Israel, and Kleinmann moves to lead AI for SAP's cloud platform. SAP Connect Day Israel takes place tomorrow in Kfar Saba.
Anthropic launches a "Cyber Mission": free vulnerability scanning for open source and a critical infrastructure program
The company behind Claude set up a defense initiative with 11 founding partners, including CrowdStrike and Palo Alto Networks. Open-source maintainers can get AI-based vulnerability scanning for free.
Election day in the US: the deepfakes threatening the vote, and the warnings to voters
California's attorney general issued a warning about AI-spread misinformation, and campaigns are already using "deepfake" ads. Experts fear the main damage is to public trust.
42AI emerges from stealth with about $63 million: AI that tries to predict human behavior
The Tel Aviv startup is building a "behavioral world model" meant to predict how people and institutions will act. Its first customers are a handful of brokerages.
After the storm: Meta delays the terms that could let it scrape news sites
The new terms' effective date was pushed from October 30 to November 20, and perhaps again. European and UK advertising groups filed complaints with regulators, and a US senator is demanding the terms be scrapped.
The AI debt wave: Microsoft raised $25 billion in bonds, and Meta prepares a $20 billion offering
Tech giants, which sat on mountains of cash for years, are now turning to the debt market to fund data centers. Microsoft's offering drew $115 billion in orders.
Google launches Gemini 4 Carbon, and gives it to cyber defenders first
The new model finds software flaws, tests whether they can be exploited and generates fixes. Because of the danger, Google initially limits access to governments, critical infrastructure and large tech companies.
AI is splitting Israeli tech in two: software lays off, chips hire
According to a Calcalist analysis, the headline numbers look stable, but beneath them the workforce is changing. The layoff rate at software companies reached 6.6%, more than double the industry average.
OpenAI and ServiceNow expand their partnership: ServiceNow workflows come to ChatGPT
A new plugin connects ChatGPT to the organization's ServiceNow instance while keeping permissions and business rules. All ServiceNow employees will get ChatGPT Work and Codex.
A ransomware gang built its attack tools with AI: Sophos exposes GOLD OGRE
The group behind Aur0ra ransomware used AI coding tools to develop and test ways around security systems, and its ransom demands have topped $1 million. The AI didn't run on victims' machines, but it sped up the work.
Breach at fashion site Revolve: customers' credit card details exposed
The online fashion retailer told investors that attackers used "automated means" to obtain names, contact details, card numbers and expiration dates of customers who saved payment details in their accounts.
CrowdStrike in advanced talks to buy Israeli startup Orion for about $500 million
Orion, which protects sensitive corporate data with AI, has raised about $38 million to date. It would be another Israeli acquisition by the cybersecurity giant, after Seraphic, Adaptive Shield and Flow.
Reddit's CEO: Google's AI Mode "does not drive traffic". News sites consider blocking Google
Google referrals to Reddit fell by more than a million a week in October, and the stock dropped 20%. Studies show traffic to news sites down by tens of percent, and USA Today is weighing blocking Google's crawler.
AMD reports tonight: will AMD's GPUs start threatening Nvidia
Analysts expect revenue of about $13.1 billion, with the data center segment expected at about $6.6 billion. The big question: is demand for the company's MI350 AI chips starting to take off.
ServiceNow's CEO: Israeli startup Sweep lets it move CRM customers in weeks instead of years
Bill McDermott said the acquisition of Sweep, estimated at hundreds of millions of dollars, is a "tuck-in" that brings expertise in deploying AI agents. It is one of several Israeli acquisitions by ServiceNow.
Kairos: a new botnet turns hacked Linux servers into a DDoS weapon
Nozomi Networks researchers uncovered new Go-based malware that gets in through exposed services with default passwords and adds the device to an attack network.