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Friday227 items

  1. The Verge AI
    AI score57

    Wikimedia weighs in on OpenAI and New York Times copyright case: an unfavorable ruling could threaten the open web

    The Wikimedia Foundation has weighed in on the copyright lawsuit between OpenAI and the New York Times. General Counsel Stephen LaPorte said that if a ruling applies the fair use doctrine without careful consideration, it could threaten the sustainability of free knowledge and stifle the development of open-source technology. Wikimedia believes AI companies should comply with licensing requirements: using Wikipedia content requires attribution under the Creative Commons license, and any adapted works must carry the same license. CEO Bernadette Meehan said that expanding access to knowledge through AI is an important goal, but it must respect the contributors and communities that make reliable knowledge possible.

    Same story · 2 reports

    #English text is being prepared.#OpenAI

  2. East Money
    AI score62

    Microsoft, Alphabet, and Amazon Earnings Released: Market's AI Pricing Logic Shifts Toward Cash Flow

    Microsoft, Alphabet, and Amazon successively released quarterly earnings reports. Microsoft's Azure revenue grew 48%, with free cash flow positive at $18.6 billion; Alphabet's Google Cloud revenue grew 103%, but free cash flow was negative at $9.065 billion; Amazon's free cash flow over the past 12 months was negative at $42.357 billion. The article cites Goldman Sachs' judgment that the market's focus on AI has shifted from the scale of capital expenditure to revenue backlog, growth rate of change, and the divergence between free cash flow and GAAP operating profit.

    #Industry news#Microsoft#Google

  3. cnBeta
    AI score58

    Axel Scheffler, illustrator of "The Gruffalo," considers suing AI companies

    Axel Scheffler, illustrator of "The Gruffalo," said he has contacted German lawyers and is seriously assessing whether to file a lawsuit over AI reproducing his characters and style, but has not yet disclosed the name of the company he plans to sue. He believes EU regulations are friendlier to creators, and is therefore considering suing in Germany; lawyer Nick Buckland noted that Germany already has a precedent in which a music copyright collective management organization won its case, but generative AI defends itself on the grounds that it trains on works rather than directly copying them, so proving the case remains difficult. OpenAI has already been sued in Germany by Penguin Random House and illustrator Ingo Siegner, and the Munich Regional Court will rule in spring 2027.

    #Industry news#Image generation#English text is being prepared.

  4. Securities Times
    AI score60

    Zhiyuan's Yao Maoqing Says General Large Models Struggle with Physical Operations; Embodied Foundation Models Will Move Toward Layered Architecture

    Yao Maoqing, co-founder of Zhiyuan, said in an interview with Securities Times that general large models have obvious shortcomings in physical robot operations, and future systems will move toward a layered architecture: general large models handle high-level long-horizon planning, world models and VLA output mid-level skills, and the low level is handled by a 100–1000Hz high-frequency motor real-time control layer. He pointed out that a general large model may need 1–2 hours to complete a physical operation and consume a large number of tokens, and that in real-world tests its success rate on tasks involving highly dynamic motion and force/tactile feedback is almost zero. At the 2026 Zhiyuan Innovation Day, Zhiyuan released its new-generation embodied foundation model GO-3 Preview, which adopts the WRAM native architecture and is planned for full open source by the end of 2026; on 100 tasks across 20 skill categories, the model's average zero-shot success rate rose from 13.4% to 56.4%.

    #English text is being prepared.#Embodied AI#Model releases

  5. CursorFirst-party
    AI score60

    Tampered Claude Code extension appears in Cursor extension marketplace, affecting up to 5,000 users

    Cursor said that a tampered Claude Code VS Code extension appeared in its IDE extension marketplace, affecting up to 5,000 users; the malicious version was not developed by Anthropic. Cursor took down the extension marketplace the same day, worked with relevant service providers to remove the malware, and after confirming there was no further risk, restored it online and required all users to upgrade to Claude Code for VS Code version 2.1.314.

    Same story · 2 reports

    #Safety / alignment#English text is being prepared.#Anthropic

  6. Cursor BlogFirst-party
    AI score75

    Malicious version of Anthropic.claude-code 2.1.313 appears in the Cursor plugin marketplace; official security advisory released

    Cursor discovered a maliciously tampered version of Anthropic.claude-code 2.1.313 in the VS Code extension marketplace. This version was not developed by Anthropic and affects at most 5,000 users. The malicious code collects host and user information, attempts to write the attacker's SSH public key and establish a reverse SSH tunnel, but due to permission restrictions this step fails on most macOS and Windows hosts. Cursor has removed the version, rebuilt the marketplace and shut down the attacker's server, and also provided a command to detect the svc-telemetry public key along with cleanup scripts for macOS and Windows.

    Same story · 5 reports

    #Safety / alignment#English text is being prepared.#Anthropic

  7. East Money
    AI score67

    Alphabet's stock fell 12.64% in a single day, wiping out about $500 billion in market value

    After announcing its third-quarter financial results, Alphabet's stock plunged nearly 12.64%, the largest single-day drop since its 2004 listing, with market value evaporating by about $500 billion in one day to $3.46 trillion. The financial report shows that its third-quarter free cash flow was negative $9.07 billion and capital expenditure was $51.36 billion; its full-year capital expenditure forecast remains at $195 billion to $205 billion, and it is expected to exceed $300 billion in 2027. Google Search advertising revenue grew 12% year over year to $63.35 billion but fell short of expectations, while cloud business sales doubled to $30.7 billion.

    #Industry news#Google

  8. English text is being prepared.
    AI score62

    Ukraine's battlefield AI machine-gun turrets enter combat, can intercept high-speed drones

    Ukraine's defense innovation platform Brave1 says that AI-controlled machine-gun turrets have become part of the Ukrainian military's air defense system, shooting down dozens of enemy drones over Kyiv last month. Among them is the Browning M2 .50-caliber machine-gun turret called "Sky Sentinel," developed by Carmine Sky, which can rotate 360 degrees and continuously lock onto targets; each unit costs about $150,000, and firing still requires confirmation and authorization by a human operator. Zelensky said that more than ten units have been deployed in the Kyiv region, with plans to deploy eight more, and called them highly effective against Shahed-series drones.

    #Industry news#Embodied AI

  9. CNBC Technology
    AI score54

    Foxconn Chairman Young Liu Says Global AI Server Share Could Reach 50% Within Two Years

    Foxconn (Hon Hai) Chairman Young Liu said in an interview with CNBC that the company currently holds about 40% of the global AI server market, may rise to about 45% next year, and is expected to reach 50% within two years. He expects AI infrastructure to account for 60% to 65% of the company's revenue in the next three to five years (excluding edge AI devices), that capacity has been fully booked for at least a year and a half, and that the company plans to expand upstream in the U.S. supply chain, prioritizing AI server racks and data center equipment. He also said the company's annual AI-related spending could exceed the originally planned $3 billion to $5 billion, and stressed that over-investment would drag the company down.

    Same story · 4 reports

    #Industry news#English text is being prepared.

  10. 36Kr · AI
    AI score68

    Google's stock price plunged over 11% after its earnings report, as AI investment devours cash flow and buybacks drop to zero

    After Alphabet released its earnings report, its stock price plunged more than 11% in a single day, with about $500 billion in market value wiped out; operating profit was $40.6 billion, below the market expectation of $43.2 billion. AI investment continues to devour cash flow, and stock buybacks fell to zero in the first three quarters of 2026, with the company turning to debt issuance and share sales to raise funds; search query growth hit a five-year high, but search revenue growth slowed to 12%, and the lower monetization rate of AI Mode has become a focal point of market concern. Cloud business revenue doubled year over year to $30.7 billion, and its profit margin rose to 36.2%, but the loss from shared AI research and development widened from $4.5 billion to $7.7 billion.

    #Industry news#Google#Microsoft

  11. TMTPost · AGI
    AI score55

    Tencent Releases WorkBuddy Enterprise Edition and Buddy One, Proposing Four Hurdles for Enterprise Agent Deployment

    At Tencent's Global Digital Ecosystem Summit on October 29, Tencent released the observability center of WorkBuddy Enterprise Edition and Buddy One, a cross-application collaboration system for individuals; the latter uses WorkBuddy as its workbench to connect Tencent Docs, Tencent Meeting, ima, and Tencent Drive. Dowson Tong, Senior Executive Vice President of Tencent, said the biggest problem in enterprise Agent deployment is not that models are insufficiently powerful, but that there are too many breakpoints, and AI cannot connect to internal enterprise systems to get data. Wang Huixing, CTO of Tencent Cloud, summarized the deployment thresholds as four hurdles: it runs, it can be trusted, it can be measured, and it is easy to deploy, and said WorkBuddy Enterprise Edition has already covered half of China's Fortune 500 companies, with cumulative task requests exceeding 9 billion.

    Same story · 3 reports

    #Industry news#Agents#English text is being prepared.

  12. Unite.AI
    AI score55

    &Truth Raises $70 Million Seed Round to Build a General-Purpose Code Verifier with Lean

    &Truth emerged from stealth on October 29, disclosing a $70 million seed round and plans to build a general-purpose verifier capable of reading code in any programming language and mathematically proving that it is safe, correct, and reliable. The company is built on the open-source proof system Lean and the Mathlib library of more than two million lines, and says its proof automation technology can shorten proof generation from years or months to hours or minutes; it also plans to open-source its foundational library. Co-founders include Stanford University professor Clark Barrett and Ilya Sergey, founder of the VERSE Lab at the National University of Singapore, and the company is headquartered in Palo Alto and Singapore.

    Same story · 2 reports

    #Industry news#Safety / alignment#Open-source ecosystem

  13. Semiconductor Industry Observer
    AI score58

    SanDisk's FY2027 Q1 revenue reaches $11.031 billion, AI inference drives NAND demand

    SanDisk announced its fiscal 2027 first-quarter earnings, with quarterly revenue of $11.031 billion, up 378% year-over-year, and a non-GAAP gross margin of 85.1%. Data center business revenue was $4.802 billion, up 1682% year-over-year, with its share of total revenue rising from about 11.7% in the same period last year to about 43.5%. SanDisk said customer long-term demand signals have extended beyond fiscal 2030, about 50% of NAND supply in fiscal 2027 has been incorporated into the new NBM business model, with coverage of about two-thirds in fiscal 2028; the first HBF memory die has completed tape-out, with plans to deliver the first samples to customers in 2027.

    Same story · 3 reports

    #Industry news#English text is being prepared.

  14. MediaNama
    AI score54

    India's Supreme Court Requires New RBI Rules to Make Banks Fully Compensate Victims of Digital Arrest Scams

    In its October 29 order, the Supreme Court of India stated that the RBI's new rules must require financial institutions to compensate victims no less than the amount of their losses when digital arrest or cyber fraud occurs due to their own due diligence failures. The court also required banks to temporarily suspend anomalous transactions, automatically notify the nearest police station, and conduct offline verification, while requiring the RBI to issue revised KYC guidelines by November 30 and for them to take effect by December 31. The court noted that the RBI's 2017 circular only covers unauthorized transactions caused by bank fraud or negligence, whereas victims of digital arrest typically transfer funds themselves under pressure and are therefore not covered by existing rules.

    #English text is being prepared.#Industry news#English text is being prepared.

  15. MediaNama
    AI score67

    Small Indian NBFC Loses About 300 Million Rupees to AI Cyberattack, Questions Raised Over Regulatory Disclosure Delays

    According to a report by The Economic Times citing sources, AI-driven cyberattacks drained about 300 million rupees from a small Indian non-banking financial company (NBFC) over roughly two months, with more than 150 FIRs filed. Experts believe the attackers combined two Chinese AI toolkits, Artex and CyberStrike, with open-source models such as DeepSeek, Qwen, Kimi, and GLM. MediaNama noted that public announcements from CERT-In and the Reserve Bank of India neither mentioned these loss figures nor named the affected institution.

    #Safety / alignment#Industry news#DeepSeek

  16. Waymo：BlogFirst-party
    AI score60

    Toyota and Waymo Deepen Autonomous Driving Cooperation, Testing bZ4X Autonomous Fleet in Japan in 2027

    Toyota and Waymo announced that their autonomous driving cooperation has entered its next phase, with initial testing and validation of a Toyota bZ4X autonomous fleet to begin in Japan in 2027, followed by expansion to the UK and other Waymo operating markets over the following years. The vehicles will be produced at Toyota's Takaoka Plant in Toyota City, Aichi Prefecture, with everything from complete vehicle assembly to the integration of Waymo's autonomous driving hardware completed at the same plant. Waymo co-CEO Dmitri Dolgov said that in Waymo's operating areas, its rate of serious injury crashes is up to 20 times lower than that of human drivers.

    Same story · 2 reports

    #Industry news#Embodied AI

  17. Rohan Paul
    AI score72

    Bank of America Tells Customers They Are Responsible for AI Agents' Use of Their Login Credentials

    Bank of America has told customers that they are responsible for anything AI agents do using their login credentials, and warned in an email against providing usernames and passwords to any external service, including AI agents that claim to act on customers' behalf. Morgan Stanley currently bans third-party agents outright, while JPMorgan blocks external agents such as Meta's Muse from customer accounts.

    Same story · 3 reports

    #Industry news#Agents#OpenAI

  18. Rohan Paul
    AI score59

    Reddit will require login by default; Google Search referrals drop by over 1 million in a single week

    Reddit will make login the default, after Google Search referrals dropped by more than 1 million in a single week in October. In Q2, 30.1M of the 53.2M daily active users in the US browsed without logging in; in Q3, US daily active users fell to 50.7M, and Reddit also warned that daily active users could decline by a low double-digit percentage next quarter. Reddit says logged-in users are worth about 3 times as much in advertising value as logged-out visitors, and the login wall also makes scraping harder, pushing AI companies toward paid data partnerships.

    Same story · 4 reports

    #Industry news#Search#English text is being prepared.

  19. East Money
    AI score76

    DeepSeek's second funding round details revealed: raised 105.5 billion yuan, with nearly 30 institutions including Tencent and ChangXin Memory Technologies participating

    According to The Information, DeepSeek's second funding round has raised 105.5 billion yuan (approximately 15.8 billion US dollars), attracting nearly 30 investors, with state-owned capital contributing about 27%, a sharp increase from 2% in the first round. Tencent invested 10 billion yuan in each of the two rounds; CATL and its chairman Zeng Yuqun invested 5 billion yuan and 10 billion yuan in the two rounds respectively; and industrial parties such as ChangXin Memory Technologies, SMIC, vivo, Meituan, Geely, Midea, Luxshare Precision, Trip.com, and Xiaohongshu are also among the investors. The report, citing people familiar with the matter, said that rising prices for Nvidia's high-end chips and concerns about an AI bubble were the reasons DeepSeek doubled the size of its fundraising midway.

    Same story · 5 reports

    #Industry news#English text is being prepared.#DeepSeek

  20. Sina Tech
    AI score66

    DeepSeek's second funding round of 105.5 billion yuan revealed, valuation 615.5 billion yuan

    According to foreign media reports, DeepSeek's second funding round reached 105.5 billion yuan, with nearly 30 investors participating, and the company's valuation exceeded 615.5 billion yuan. Tencent invested 10 billion yuan in this round, the same as the first round, totaling 20 billion yuan across both rounds; CATL contributed 10 billion yuan, roughly double its first-round investment. New investors also include ChangXin Memory Technologies, SMIC, Meituan, vivo, Xiaohongshu and others. As of press time, DeepSeek had not publicly commented.

    Same story · 5 reports

    #Industry news#DeepSeek