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Marvell, Microsoft and Oracle Establish OCP Working Group to Standardize Data Center Hardware Security

New Open Compute Project (OCP) working group: Companies form a new working group to standardize on a silicon-based and attested secure integrated hardware security module (HSM) solution for cloud and hyperscale data center infrastructure.

Strengthening cloud security: Secure key caching and attestation cryptographic key lifecycle management at the server level will reduce latency, improve scalability and strengthen the security posture of cloud compute workloads.

Open technical specification: Initial draft of technical specification to be released at OCP Global Summit in October 2026, paving the way for broad industry adoption of in-server security for data centers. | $MRVL $MSFT $ORCL

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ARTICLE · 7 MIN READ

[crocon media] Shorting America’s AI Future: When the Big Short Narrative Collides With U.S. Strategic Interests

There is nothing inherently illegitimate about short selling. Markets need skeptics, price discovery requires disagreement, and no company, however strategically important, should be immune from scrutiny. But there is a considerably bigger question emerging around the latest high-profile bearish campaigns against the AI complex:
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