Reuters says OpenAI stores most of its code in a single repository, and those with access can view details of multiple projects
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#Industry news#OpenAI
SambaNova and Supermicro announced the partnership on November 3, 2026, under which Supermicro will produce, sell, and support AI inference systems combining NVIDIA GPUs with SambaNova SN50 reconfigurable dataflow units, with initial plans to purchase 10,000 SN50 chips. The system divides work by inference stage, with GPUs handling the compute-intensive prefill and SN50 RDUs handling the memory-intensive decode; SambaNova says this is faster and more efficient than using either hardware alone. The products will first target NeoClouds and sovereign clouds, then expand to enterprises building their own data centers, and the two companies expect to offer more high-performance inference capacity in 2027.
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On November 3, 2026, Meta filed a preliminary prospectus supplement with the U.S. Securities and Exchange Commission for five series of U.S. dollar-denominated senior unsecured notes, with principal amount, interest rate and maturity date left blank, and Citigroup and Morgan Stanley serving as joint book-running managers. Meta expects 2026 capital expenditures of $135 billion to $145 billion; third-quarter capital expenditures, including principal payments on finance leases, were $34.91 billion, exceeding operating cash flow of $32.79 billion, with free cash flow of negative $2.12 billion.
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Reuters reported that some OpenAI employees had warned company leadership and the board for years about issues such as overly broad code access, the lack of regular security reviews for internal tools, and insider threats. OpenAI said its most sensitive work has been placed in isolated repositories with strictly limited access, that it has conducted regular security reviews of internal tools since Chief Information Security Officer Dane Stuckey joined in October 2024, and that it will hold another internal security sprint with Cathedral and more than triple its critical bug bounties.
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Google has updated its control policies for Gemini for Education, Gemini Notebook, Gemini in Classroom, and Google Search; these products are off by default for K-12 student accounts and must be explicitly enabled by school administrators. Chris Phillips, Google's vice president of education, told The New York Times that search is deeply integrated with AI, and that schools that ban AI will be unable to access Search and will see a school notice that it is unavailable. The author, Paul Thurrott, compares this practice to Microsoft's antitrust case over bundling IE with Windows, and quotes DuckDuckGo's Kamyl Bazbaz as saying that forcing AI on students is the behavior of a monopolist.
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Binance disclosed the attack chain behind the $6.3 billion theft: hackers first obtained team information through malware that an engineer mistakenly downloaded, then lured another engineer into downloading malware through a fake recruitment interview, and on October 20 used the compromised computer and an internal AI tool to take control of the systems of two wallet developers, triggering a malicious script on October 29 to carry out the attack. Binance said that of the $6.34 billion stolen, $2.85 billion has been frozen or intercepted. The FBI identified North Korea as the culprit behind the attack, and Kim Yo Jong called the accusation "absurd."
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Google has introduced new AI settings for schools: Gemini, Gemini Notebook, Gemini in Classroom, and Google Search are off by default for K-12 student accounts and must be explicitly enabled by school administrators. Google says Search and AI are now deeply integrated, so in schools that disable AI features, students will be unable to use Search; in early 2027, two options will be offered—one enabling AI features such as AI Overviews, and the other replacing them with Guided Learning—leaving schools with only a choice between accepting AI features and giving up Search.
#Product updates#Google#Safety / alignment
Today, we’re announcing we raised our Series E & F rounds for a combined total of $1.65B. Our Series E was led by @sequoia and our Series F was led by @BessemerVP with continued investment from @nvidia. We’re excited to push the boundaries of what’s possible even more next year and this funding will enable the team to build the way we want to.
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OpenAI says its hardware team used GPT-6 Astra to design a device that lets users converse with the Codex coding agent, completing it as a side project in under a week. Astra handled all stages including enclosure design, PCB layout with component selection and routing, firmware, and the user interface; a contract manufacturer produced a small number of prototypes in under a month, but because Astra did not always account for manufacturing constraints, tolerances, and assembly details, it went through several rounds of revisions. OpenAI also says an internal model with undisclosed details scored 0.875 on BenchCAD 2.0, while GPT-6 Astra scored 0.594 at its highest reasoning level; its hardware team uses Codex and ChatGPT in areas such as robotics and compute infrastructure to handle CAD models, manufacturing drawings, and simulations, with token usage up 23-fold since February.
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Starting November 2, six Zhiyuan Genie G2 humanoid robots worked 24-hour consecutive shifts at a normally operating convenience store in Xuhui, Shanghai. They were evaluated on criteria including on-duty hours, business completion volume, customer reviews, and task success rate. Ultimately, four passed probation; Sister Leng, who was responsible for table cleaning, and Juan Wang, who patrolled the shelves, have not yet passed probation due to minor shortcomings in on-duty initiative and job stability. The livestream also featured experience officers patrolling the venue, having the robots identify sugary and sugar-free cola, detour when their route was temporarily blocked, and complete cooked-food picking while a box was shaking. Zhiyuan says its embodied Agent framework Genie Master, as the unified scheduling brain for the six robots, in earlier testing raised the process success rate of Genie G2 on tasks such as cooked-food packaging, picking, and restocking from 28.6% on the first day to 85.7% by the fifth day.
#Industry news#Embodied AI#Agents
San Francisco-based AI inference startup Fal has raised $1.3 billion in a new funding round led by Bessemer Venture Partners, with participation from Nvidia, Sound Ventures and T. Rowe Price, at a valuation of $16 billion, double its $8 billion valuation in April. Fal also announced a Series E and a Series F, which together total $1.65 billion in funding, with the earlier Series E led by Sequoia. Fal hosts and runs AI video, image and audio models, and its annualized revenue had already exceeded $800 million earlier this year; the original article notes that inference service providers such as Baseten, Fireworks AI and Modal are also growing rapidly, but their gross margins remain thin because of the high cost of purchasing or leasing compute.
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The New York Times and other newspaper companies sued Brave Software yesterday, alleging that the browser maker illegally bypasses paywalls and sells stolen news content to AI companies. The complaint states that AI companies pay Brave to provide real-time online content from the Brave search index for training models or responding to user queries. The complaint also cites Brave's official website, stating that the Brave Search API is used by AI companies such as Cohere, Mistral, Perplexity, and You.com.
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Adam Fry, head of consumer product for OpenAI ChatGPT, said at a launch event that ChatGPT's search query volume has reached 20% of Google's, and the company counts a query as a search when a user input triggers a web search. By comparison, Microsoft CEO Satya Nadella said during Google's 2023 antitrust trial that Bing's market share was about 3% after more than a decade of effort. Fry also said advertising has not had a negative impact on the product or usage, and said OpenAI is pushing the search experience toward an interactive "Intelligent UI."
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U.S. publishers including The New York Times, the Chicago Tribune, and the Orlando Sentinel have sued Brave Software, alleging that it scraped website content without permission and, through its Paywall blocker feature, helped users bypass the paywalls of hundreds of news outlets. The complaint alleges that Brave provided its index database of scraped content, Brave Index, to AI companies such as Anthropic, Perplexity, Mistral, xAI, and Cohere. A New York Times spokesperson, Graham James, said that Brave disregards existing copyright law and has ignored repeated demands to stop infringing.
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Google announced that software used by students in US K-12 schools will have all AI features disabled by default unless school administrators actively choose to enable them, responding to educators' and parents' desire to control children's interactions with AI. Chris Phillips, Google's vice president of education, said that Search and AI are now deeply integrated, and if schools disable AI, students will be unable to use Search. US K-12 schools widely use Google's Gmail, Docs, and Classroom, and Chromebooks are also the most commonly used laptops in schools.
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Gartner Research Vice President Gao Ting interpreted the "Top 10 Strategic Technology Trends for 2027," listing ten trends: large quantitative models, voice reasoning models, world models, AI context platforms, coding agent harnesses, AI agent identity, autonomous exposure remediation, sovereign technology, disposable applications, and wetware-as-a-service. Gao Ting said that the speed of code generation has surpassed the speed of manual review, and that agent harnesses are listed as a priority for the next 1 to 3 years, but their importance may gradually diminish as model capabilities improve. The report also predicts that by 2030, more than 70% of enterprise voice interactions will be handled autonomously by voice models, and that by 2028, 25% of enterprise security vulnerability incidents will be traced to AI agent misuse.
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According to The Information, OpenAI won over Replit with model price discounts of over 30%, with the contract valued at more than $100 million annually; Replit completed the code changes needed to switch from Anthropic in just a few hours. OpenAI also used methods such as free credits, engineers joining group chats for support, and account doubling to win over long-time Anthropic customers including Rippling and Atomicwork. In Rippling's programming work, the share of OpenAI models rose from 16% to 52%. Anthropic, meanwhile, lowered API prices for Opus 5.5 released on September 22, to $4 and $20 per million tokens for input and output respectively, and once again became the model provider with the highest customer spending on OpenRouter.
#Industry news#OpenAI#Anthropic
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Google told The New York Times that it will completely shut down Search for schools that reject its AI features. In an education-related update on Tuesday, Google said that unless administrators explicitly enable it, K-12 student accounts' access to Gemini, Gemini Notebook, Gemini in Classroom, and Google Search "will be completely turned off." Chris Phillips, Google's vice president of education, said search is deeply integrated with AI, and schools cannot disable Gemini features separately without turning off Search. Previously, Google had enabled Gemini by default in Google Classroom, which is used by more than 150 million teachers and students worldwide, and last month lawmakers pressured Google over the potential harms of AI products entering schools. Google will also embed the Guided Learning feature into Search's AI Overviews, testing it in some U.S. schools starting this month.
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Google announced plans that, starting in 2027, Gemini, NotebookLM, Gemini in Classroom, and Google Search-related AI features in school-managed K-12 student accounts will be disabled by default and will require school administrators to actively enable them. Chris Phillips, Vice President of Google's education business, said that search and AI are now deeply integrated, and that if schools completely ban AI, students will no longer be able to use Google Search and will only see a disabled notice set by administrators. Google also announced the promotion of Guided Learning, a new AI learning tool in education, which replaces direct answers with guided questioning.
#Industry news#Google#English text is being prepared.