We just wrapped the Confidential Summit in SF—and it was electric.
From NVIDIA, Arm, AMD, and Intel Corporation to Microsoft, Google and Anthropic the world’s leading builders came together to answer one critical question:
**How do we build a verifiable trust layer for AI and the Internet?**
🔐 Ion Stoica (SkyLab/Databricks) reminded us: as agentic systems scale linearly, risk compounds exponentially.
🧠 Jason Clinton (Anthropic) stunned with stats:
→ 65% of Anthropic’s code is written by Claude. By year’s end? 90–95%.
→ AI compute needs are growing 4x every 12 months.
→ “This is the year of the agent,” he said—soon we’ll look back on it like we do Gopher.
🛠️ Across the board, Big Tech brought reference architectures for Confidential AI:
→Microsoft shared real-world Confidential AI infrastructure running in Azure
→Meta detailed how WhatsApp uses Private Processing to secure messages
→Google, Apple, and TikTok revealed their confidential compute strategies
→OPAQUE launched a Confidential Agent stack built on NVIDIA NeMo + LangGraph with verifiable guarantees before, during, and after agent execution
→ AMD also had exciting new confidential product announcements.
🎯 But here’s the real takeaway:
– This wasn’t a vendor expo. It was a community and ecosystem summit, a collaboration that culminated in a shared commitment.
– Over the next 12 months, leaders from Google, Microsoft, Anthropic, Accenture, AMD, Intel, NVIDIA, and others will collaborate to release a reference architecture for an open, interoperable Confidential AI stack. Think Confidential MCP with verifiable guarantees.
We’re united in building a trust layer for the agentic web. And it’s going to take an ecosystem and community. What we build now—with this ecosystem, this community—will shape how the world relates to technology for the next century. And more importantly, how we relate to each other, human to human.
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Thank you to everyone who joined us—on site, remote, or behind the scenes. Let’s keep building to ensure AI can be harnessed to advance human progress.