IBM's Bob coding agent now runs air-gapped inside customer networks on two supported local models, Nvidia's Nemotron and Poolside's Laguna. Banks can keep their code in-house, though fully local work runs on a shorter model list than the Claude, Mistral and Granite mix IBM pitches for Bob.
Reality
- Evidence62
- Adoption25
- Hype gap+20
- Incentives70
- Confidence60
Capsule Security has shipped an evaluator that runs inside an agent's execution path and can stop an intended action before it executes. Doing that requires adding a chokepoint to the agent's execution path.
Reality
- Evidence35
- Adoption15
- Hype gap+35
- Incentives75
- Confidence55
Nvidia has named eight Australian operators and a 2027 target of up to two gigawatts. The announcement leaves out per-site dates, price, customers and power supply, which is the part a buyer has to sign.
Reality
- Evidence45
- Adoption25
- Hype gap+40
- Incentives72
- Confidence55
NVIDIA says its critical material allocation is reworked by hand every week and that the Vera Rubin supply chain is twice the size of Grace Blackwell's, evidence that supports codifying planner judgment though the text available stops short of showing it worked.
Perspective Coverage
4 publishers
- Builder
- Builder 44%
- Operator
- Operator 27%
- Investor
- Investor 29%
Reality
- Evidence40
- Adoption20
- Hype gap+45
- Incentives85
- Confidence55
Salesforce and Nvidia post-trained Koa on simulated CRM workflows and claim three times fewer errors than leading general-purpose models. The published record describes the training data two different ways.
Perspective Coverage
3 publishers
- Builder
- Builder 35%
- Operator
- Operator 38%
- Investor
- Investor 27%
Reality
- Evidence45
- Adoption20
- Hype gap+35
- Incentives75
- Confidence55
The workflow gives each subagent one job and its own acceptance test, repairs what it classes as safe, and sends an uncertain semantic label back to a human with a proposed next step.
Reality
- Evidence40
- Adoption
- Insufficient
- Hype gap+25
- Incentives85
- Confidence58
Cisco's Splunk unit is repositioning around telemetry it expects agents to generate faster than people can read, with a new fabric that queries Snowflake, Databricks and object stores in place. Pricing was not disclosed.
Reality
- Evidence30
- Adoption15
- Hype gap+35
- Incentives85
- Confidence45
NVIDIA's tutorial post-trains a 4B model into a Franka manipulation policy that runs on Jetson Thor with about 0.6 seconds of latency slack per cycle. Closed-loop success is 22.9%.
Reality
- Evidence52
- Adoption20
- Hype gap+28
- Incentives88
- Confidence44