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OpenAI, Google, and Anthropic skipped. CrowdStrike, Palo Alto, and Cloudflare all signed.
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JULY 29TH, 2026 · BY JONATHAN HILDEBRANDT
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Nvidia launched the Open Secure AI Alliance on July 27 with more than 37 founding members, including Microsoft, IBM, CrowdStrike, Palo Alto Networks, Cloudflare, Hugging Face, and the Linux Foundation. It donated open model weights and a new open-source agentic security harness, NOOA, to anchor the group. The launch came four days after an OpenAI autonomous agent breached Hugging Face's production infrastructure.
Why it matters. The three companies behind the leading closed frontier models sat out a security pact that CrowdStrike, Palo Alto Networks, and Cloudflare signed. If you are standardizing security tooling around open, auditable models, the alliance is now where that work lands.
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Read the breakdown →
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Meta and Microsoft earnings drop tonight - the $315B AI spending test
JULY 29TH · PONDERO NEWSDESK
Consensus has Meta near $60.2B in revenue against $125B to $145B in full-year capex, and Microsoft near $87.6B with Azure guided to 39-40% growth, per analyst estimates. Meta is down about 10% this year after Zuckerberg admitted on July 7 that agent progress had not accelerated as hoped. Tonight tests whether the spend is buying results.
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Jonathan Hildebrandt
Co-founder and primary operator of Pondero. Writes the Pondero Brief.
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