Arista Retreats As Nvidia Touts Meta, Google As New Networking Customers
Arista stock fell amid Nvidia's disclosure that it has nabbed Meta Platforms and Google as new customers for Ethernet networking gear in data centers.
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Illumio Simplifies Zero Trust in Critical Infrastructure with NVIDIA Accelerated Computing
Integration of Illumio Platform with NVIDIA BlueField DPUs delivers robust Zero Trust solution across converged IT/OT environments and high-performance computing SUNNYVALE, Calif., June 02, 2025 (GLOBE NEWSWIRE) -- Illumio Inc., the breach containment company, today announced a strategic integration with NVIDIA to help critical infrastructure organizations strengthen protections and advance their Zero Trust posture. The collaboration integrates the NVIDIA BlueField networking platform with Illumio's breach containment platform, delivering robust security and operational efficiency across converged IT and Operational Technology (OT) environments. Critical infrastructure organizations can now deploy Illumio directly on NVIDIA BlueField, providing security teams with a comprehensive view of network dependencies and precise security controls at both the host and network level. Organizations can gain deep visibility into traffic, protect critical assets, and use NVIDIA BlueField DPUs as effective Zero Trust enforcement points, dramatically simplifying the protection of critical systems and ensuring operational continuity while meeting stringent compliance requirements. In the future, they will also be able to use Illumio's AI-driven insights to identify risks and attacker patterns, enabling rapid detection of threats in ICS and OT environments. The collaboration comes amid rising threats and increased regulatory pressure globally to strengthen cyber resilience and reduce operational risk to OT infrastructure. Key benefits to organizations include: Visibility and policy enforcement for traffic within and between IT and OT layers: Visualize all traffic to and from OT systems equipped with NVIDIA BlueField, using Illumio's flexible labeling architecture to understand how systems communicate across the entire infrastructure. Rapid deployment of Zero Trust for critical infrastructure: Easily extend Zero Trust segmentation to OT and ICS environments, reducing deployment complexity, accelerating time to value, and containing breaches by mitigating lateral movement risks. Improved compliance and operational resilience: Identify assets and threats, monitor traffic, and enforce security policies across converged IT/OT environments with no impact to system performance or architectural overhauls. Organizations get consistent and reliable microsegmentation across diverse environments without compromising uptime or resiliency. 'The integration between Illumio and NVIDIA will significantly strengthen security for cyber-physical systems and bring us closer to achieving our vision of a world without cyber disasters,' says Todd Palmer, Senior Vice President of Global Partner Sales and Alliances, Illumio. 'Critical infrastructure is under threat like never before. Together with NVIDIA, we're making it easier for organizations to protect critical systems, ensure operational continuity, and meet stringent compliance requirements in an increasingly complex landscape.' "Cyber risks against critical infrastructure are more sophisticated and disruptive than ever, and lateral movement remains a key factor in successful attacks,' says Ofir Arkin, Senior Distinguished Architect for Cybersecurity at NVIDIA. 'Integrating the Illumio and NVIDIA BlueField platforms enables organizations to enhance visibility and control across IT and OT networks, reduce risk, contain attacks, and strengthen operational resilience.' Recognized as a leader in The Forrester Wave™: Microsegmentation Solutions, Q3 2024, Illumio is a trusted, dedicated segmentation vendor in the NVIDIA partner ecosystem, delivering a robust cybersecurity platform dedicated to containing breaches. Built on an AI security graph, and comprising Illumio Insights (AI cloud detection and response) and Illumio Segmentation (Zero Trust Segmentation), the platform empowers organizations to identify risks, and contain threats instantly, enabling a Zero Trust strategy. To witness the integration between Illumio and NVIDIA in action, visit the Illumio booth (E30) at Infosecurity Europe in London, happening from June 3–5. More information here: About Illumio Illumio is the leader in ransomware and breach containment, redefining how organizations contain cyberattacks and enable operational resilience. Powered by the Illumio AI Security Graph, our breach containment platform identifies and contains threats across hybrid multi-cloud environments – stopping the spread of attacks before they become as a Leader in the Forrester Wave™ for Microsegmentation, Illumio enables Zero Trust, strengthening cyber resilience for the infrastructure, systems, and organizations that keep the world running. Illumio Contact: comms-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Jensen Huang Says AI Will Change Everything—Here's How to Keep Your Job
Nvidia CEO Jensen Huang isn't holding back when it comes to the looming impact of AI on the job market. At the Milken Institute's Global Conference earlier this month, he made it clear: AI will affect every job, and it's happening fast. 'Every job will be affected, and immediately. It is unquestionable,' Huang said. But he didn't stop there. He emphasized that the real risk isn't AI itself, but the people who learn to harness its power. 'You're not going to lose your job to an AI, but you're going to lose your job to someone who uses AI.' Huang's prediction paints a future where those who ignore AI will find themselves replaced by more tech-savvy counterparts. While some tech leaders like Anthropic CEO Dario Amodei are predicting widespread job losses—up to half of all entry-level white-collar positions within five years—Huang takes a different stance. He believes AI will put 30 to 40 million workers back to work by boosting productivity and bridging the global talent gap. 'I would recommend 100% of everybody take advantage of AI,' Huang advised. 'Don't be that person who ignores this technology and as a result, loses your job.' The debate around AI's impact is dividing the tech world. While Axios reported that Anthropic CEO Dario Amodei warns of mass layoffs, others like Mark Cuban point to historical job shifts. 'At one point there were more than 2 million secretaries,' Cuban wrote on Bluesky. 'New companies with new jobs will come from AI and increase total employment.' One thing is clear: ignoring AI is no longer an option. Whether it's a tool for job security or a looming threat, the era of AI-driven transformation is here, and it's moving faster than anyone Huang Says AI Will Change Everything—Here's How to Keep Your Job first appeared on Men's Journal on May 30, 2025 Sign in to access your portfolio
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Big Tech Is Back in S&P 500 Driver's Seat as Profit Engines Hum
(Bloomberg) -- The same technology giants that helped drag the S&P 500 to the brink of a bear market in April are giving the recovery in US equities some legs. Billionaire Steve Cohen Wants NY to Expand Taxpayer-Backed Ferry Where the Wild Children's Museums Are The Economic Benefits of Paying Workers to Move Now With Colorful Blocks, Tirana's Pyramid Represents a Changing Albania NYC Congestion Toll Brings In $216 Million in First Four Months Nvidia Corp. put a bow on a better-than-expected earnings season for Big Tech last week by delivering a strong outlook for revenue, despite US restrictions on sales of its chips in China. With Nvidia and Microsoft Corp. rallying back to the cusp of record highs, traders are betting the group is poised to lift the broader market. 'I feel really good about tech coming out of this earnings season,' said Brett Ewing, chief market strategist at First Franklin Financial Services. 'There's still more gas in this tank.' The S&P 500 Index is within 4% of its February record high with much of the rebound being fueled by easing tensions between the US and its trade partners, as well as Big Tech results that showed demand for things like cloud-computing services, software, electronic devices and digital advertising remain intact even as the threat of higher tariffs on sales lingers. Tesla Inc. is up 56% since the benchmark bottomed out on April 8, while Nvidia and Microsoft have gained 40% and 30%, respectively. As a result, a Bloomberg gauge of the so-called Magnificent Seven stocks — Nvidia, Microsoft, Tesla, Apple Inc., Alphabet Inc., Inc. and Meta Platforms Inc. — is outperforming the S&P 500 over the past eight weeks — a critical shift for the benchmark considering the group accounts for a third of the index. The cohort is responsible for nearly half of the S&P 500's 19% rally from the April bottom, according to data compiled by Bloomberg. Despite the strong performance, the group is still trailing the S&P 500 for the year — a rare occurrence in the past decade. Shares of Apple and Amazon, which face greater risks from tariffs due to products imported, are weighing the cohort down and lag the overall market. 'Buying the tech dip will be a theme throughout the year,' said Ewing. 'There's still a lot of money on the sidelines and it has to be put to work.' Recovery Risks Tariffs and other Trump policies remain a big market overhang. On Friday, the benchmark sank more than 1% after Trump accused China of violating an agreement with the US to ease tariffs and a news report that the US plans to place broader restrictions on the country's tech sector. The S&P 500 managed to recoup most of those losses by the end of the day. Another hurdle will be Big Tech's hefty valuations. Bloomberg's Magnificent Seven gauge is priced at 30 times projected profits, according to data compiled by Bloomberg. Meanwhile, the S&P 500 is trading at 21 times earnings projected over the next 12 months, up from a low of 18 times in April and well above the average of 18.6 times over the past decade. Barry Knapp, managing partner at Ironsides Macroeconomics, said he's wary of Big Tech's rich valuations even though the group looks attractive from a fundamental perspective. He's 'modestly underweight' the sector and has relatively more exposure to industrials, materials, energy and financials in anticipation of a capital spending recovery in the second half of the year. 'Being overweight on tech here borders on recklessness, because you would have such a huge proportion of your portfolio in this one sector, and that leaves you vulnerable,' Knapp said. Market Catalyst Truist Advisory Services' Keith Lerner, however, sees Big Tech leading the broader market higher in the last half of 2025 with spending on artificial intelligence computing continuing to climb. Meta Platforms raised its forecast for capital expenditures this year and Microsoft said it plans to increase spending in its next fiscal year, alleviating concerns that the companies might pull back on such outlays after two years of largesse. 'Our view is that earnings could still be maybe flatter but likely have less downside than what we would have thought heading into the earnings season,' said Lerner, who is Truist's co-chief investment officer and chief market strategist. The Magnificent Seven profit estimates in 2025 have stayed steady over the past two months. The group is projected to deliver profit growth of 15%, roughly in-line with analysts' expectations before the reporting season began in mid-April and twice the expansion projected for the S&P 500, according to data compiled by Bloomberg Intelligence. 'Investors are going to be drawn back toward these names with secular growth,' said Lerner. 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