All news

SSina Tech19:13

AI score62

Anthropic plans to raise up to $100 billion in IPO, scale may exceed SpaceX record

Sina Tech, citing a Reuters report, said that Anthropic, the company behind Claude, plans an IPO to raise at least an amount benchmarked against the $86 billion record set by SpaceX in June, with an upper limit potentially reaching $100 billion. The article notes that Meta has just completed a $38 billion offering of common and preferred stock and plans to raise another $60 billion through targeted additional issuance starting next year, showing investors are still willing to make large commitments to the AI theme. However, the U.S. 10-year Treasury yield has risen from 4.5% to 5%, the average gain for most U.S. IPOs this year is only 2%, and Goldman Sachs believes large IPOs will only bring short-term pressure.

#Industry news#OpenAI#Anthropic

SSina Tech19:13

AI score62

360's Tulongfeng achieves a 99.4% success rate and tops the CyberGym vulnerability reproduction evaluation

360 Group's self-developed AI security attack and defense system Tulongfeng topped the CyberGym benchmark test with a 99.4% vulnerability reproduction success rate, competing on the same leaderboard with models and agents from vendors including OpenAI, Anthropic, and Google. The evaluation covers 1,507 tasks, and Tulongfeng's success rates across three independent evaluation rounds were 99.27%, 99.47%, and 99.40%, averaging 99.38%. 360 states that Tulongfeng has discovered more than 15,000 vulnerabilities in total, and more than 500 enterprises have already integrated the system to conduct security testing.

#Evaluations / benchmarks#Safety / alignment#Agents

PPhoenix Technology19:12

AI score57

Cohere Launches Series E Funding, Targeting Up to CAD 7 Billion

Canadian large-model unicorn Cohere announced the first closing of its Series E funding, with this round targeting up to CAD 7 billion (approximately RMB 33.4 billion); if achieved, it will set the record for the largest single private funding round in Canadian startup history. This round is led by German retail giant Schwarz Group, with existing investors including Nvidia and Saudi Aramco's Prosperity7 Ventures continuing to participate, and the Canadian government and others investing for the first time; if the fundraising target is met, Cohere's valuation will reach CAD 35.7 billion (approximately RMB 170.2 billion). Cohere plans to carry out two AI company acquisitions within a year, launch an enterprise cybersecurity product Cohere Cyber, and train a new generation of frontier large models.

Same story · 5 reports

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

PPhoenix Technology19:12

AI score81

DeepSeek's second funding round of 105.5 billion yuan: investor list revealed, CATL leads

The Information has revealed details of DeepSeek's second funding round, which has raised 105.5 billion yuan (about $15.8 billion), attracting nearly 30 investors. Tencent and CATL each contributed 10 billion yuan, with ChangXin Memory Technologies, SMIC, Meituan, vivo, Xiaohongshu and others also on the list. State-owned investors contributed about 27% of the amount in this round, far higher than 2% in the first round, with China Mobile, China Telecom, CICC, CITIC Securities and China Life among the participants. The report said that due to rising prices of Nvidia's high-end chips and precautions against an AI bubble, DeepSeek doubled its fundraising target midway through the round.

Same story · 5 reports

#Industry news#DeepSeek

Tt3n19:12

AI score61

Anthropic Becomes SpaceX's Largest Single Customer, Contributing About One-Third of Revenue

According to Bloomberg, citing anonymous sources, Anthropic has become SpaceX's largest single customer, contributing about one-third of revenue and replacing the U.S. government in its former position. This relationship stems from a multibillion-dollar partnership Anthropic reached with SpaceX this spring, under which it obtained most of the AI compute capacity originally belonging to xAI. The report also mentions that SpaceX plans to move AI data centers to space on a large scale, but the technical feasibility remains disputed.

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

CcnBeta19:12

AI score58

Wikimedia proposes a compromise position in AI copyright case: training may constitute fair use, but reproducing original text should require authorization

Wikimedia has proposed a compromise position in the AI copyright lawsuit, arguing that using copyrighted works without permission for large language model pre-training may qualify as fair use if the model's output differs from the original text, but that when chatbots directly output article content and replace readers' access to the original works, AI companies should comply with licensing requirements. Wikimedia points out that models reproduce Wikipedia text published under open licenses but do not necessarily comply with conditions such as attribution and share-alike, and it worries that if courts broadly rule that AI training is entirely unrestricted, this could open the door to ignoring licenses. The backdrop to this position is that The New York Times sued OpenAI and Microsoft in 2023 for scraping large numbers of news articles without permission to train AI systems, with the two companies arguing that such training constitutes fair use.

Same story · 2 reports

#English text is being prepared.#OpenAI#Microsoft

CcnBeta19:12

AI score68

Anthropic plans to raise up to $100 billion in IPO, scale may exceed SpaceX record

Reuters reports that Anthropic, the company behind Claude, plans an IPO with a fundraising cap expected to reach $100 billion, benchmarked against the $86 billion record set by SpaceX in June. The article notes that Meta has just completed a $38 billion offering of common and preferred stock and plans to raise another $60 billion through targeted additional issuance starting next year, showing that equity investors are taking over from the credit market in funding AI capital expenditures. But the article also cautions that blue-chip secondary offerings differ from IPOs, and that the U.S. 10-year Treasury yield has risen from 4.5% to 5%, while most U.S. IPOs this year have averaged gains of only 2%.

#Industry news#OpenAI#Anthropic

LLeiphone17:26

AI score57

Unitree Technology's First Quarterly Report After Going Public: Revenue of 1.817 Billion Yuan, Non-Recurring Profit Down 18.8%

In the first three quarters of 2026, Unitree Technology's revenue reached 1.817 billion yuan, up 55.7% year-on-year and already exceeding its full-year 2025 revenue of 1.699 billion yuan, but its gross margin fell from 60.4% in 2025 to 54.0%, and non-recurring net profit attributable to parent-company shareholders was 349 million yuan, down about 18.8% year-on-year. R&D expenses reached 263 million yuan in the first three quarters, up 191.5% year-on-year, and the R&D expense ratio rose from 8.8%–9% to 14.47%, with the increase mainly directed toward embodied large-model R&D and computing power. The company listed on the STAR Market on August 19, 2026, at an issue price of 150.80 yuan; its share price once surged to 1,100 yuan before pulling back more than 60%, and recovered to around 670 yuan around the time of the quarterly report.

Same story · 5 reports

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

TThe Verge AI17:05

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

EEast Money17:05

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

CcnBeta17:03

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.

SSecurities Times17:02

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

CCursor16:05First-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

CCursor Blog16:04First-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

EEast Money16:03

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

IEnglish text is being prepared.16:03

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

CCNBC Technology16:02

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.

336Kr · AI15:52

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

TTMTPost · AGI15:51

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.

UUnite.AI15:51

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