Calls to pace frontier AI development frame a discussion about independent oversight and practical controls. (techstrong.ai — https://techstrong.ai/agentic-ai/silicon-valleys-top-ai-rivals-unite-in-unprecedented-call-to-pump-brakes-on-frontier-model-development/) EU questions about VMware licensing bring competition and switching options into focus. (techstrong.it — https://techstrong.it/ai/eu-intensifies-antitrust-scrutiny-over-broadcoms-vmware-licensing-overhaul/)

The Microsoft segment examines reported capacity expansion plans, whose figures the company disputes. (techstrong.it — https://techstrong.it/featured/microsoft-plans-major-data-center-buildout-as-ai-cloud-demand-strains-capacity/) GitHub’s August incidents put delivery resilience on the agenda. (devops.com — https://devops.com/githubs-august-outages-show-growth-is-outpacing-infrastructure/)

Host: Jon Swartz. Confirmed guests: Stephen Foskett, Tom Hollingsworth and Chris Blask.

Read more:
Hold Your Darn AI Horses

- Silicon Valley’s Top AI Rivals Unite in Unprecedented Call to Pump Brakes on Frontier Model Development — https://techstrong.ai/agentic-ai/silicon-valleys-top-ai-rivals-unite-in-unprecedented-call-to-pump-brakes-on-frontier-model-development/

- Unsanctioned OpenAI Agent Activity Targeted RubyGems: Report — https://securityboulevard.com/2026/09/unsanctioned-openai-agent-activity-targeted-rubygems-report/

- Some in Silicon Valley Are Questioning the Calls for an A.I. Slowdown — https://www.nytimes.com/2026/09/13/technology/silicon-valley-ai-slowdown.html?smid=nytcore-android-share

- Dr. Evil’s AI Extinction List: Six Ways to End Humanity. Allegedly — https://techstrong.ai/features/dr-evils-ai-extinction-list-six-ways-to-end-humanity-allegedly/

- The Agents Broke Out. Panic Is Not a Policy — https://securityboulevard.com/2026/09/the-agents-broke-out-panic-is-not-a-policy/

- Tech Stocks Shudder in Response to Calls to Slow A.I. Progress — https://www.nytimes.com/2026/09/14/business/tech-stocks-ai.html?smid=nytcore-android-share

- Is A.I. Raising the Chances of Biological Warfare? — https://www.nytimes.com/2026/09/14/science/ai-bioweapons.html?smid=nytcore-android-share

VMware Licensing Scrutiny

- EU Intensifies Antitrust Scrutiny Over Broadcom’s VMware Licensing Overhaul — https://techstrong.it/ai/eu-intensifies-antitrust-scrutiny-over-broadcoms-vmware-licensing-overhaul/

- Broadcom Restricts VMware VDDK Access, Complicating Customer Migrations — https://techstrong.it/featured/broadcom-restricts-vmware-vddk-access-complicating-customer-migrations/

Microsoft Under Strain

- Microsoft Plans Major Data Center Buildout as AI, Cloud Demand Strains Capacity — https://techstrong.it/featured/microsoft-plans-major-data-center-buildout-as-ai-cloud-demand-strains-capacity/

- GitHub's August Outages Show Growth Is Outpacing Infrastructure — https://devops.com/githubs-august-outages-show-growth-is-outpacing-infrastructure/

- Harness Unfurls Source Code Repository Alternative to GitHub — https://devops.com/harness-unfurls-source-code-repository-alternative-to-github/

- GitHub Workflows Strain Under AI Agent Development — https://devops.com/github-workflows-strain-under-ai-agent-development/