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Friday227 items

  1. AI Business
    AI score61

    Nvidia Invests $3 Billion in Meta's Muse Agent and Reaches Partnership

    Nvidia has invested $3 billion in Meta's Muse agent and the Muse series models, and the two sides announced that the Muse models (Wonder and Wonder Full) and the agent will run on Nvidia infrastructure. Meta plans to expand its deployment of Nvidia hardware, including using Vera Rubin and Vera CPU for next-generation AI agents, and the two sides are also exploring using Nvidia's OpenShell reference architecture for agent security. Meta's consumer-grade Muse agent has reached 10.9 million downloads and 2.5 million daily active users since its launch on September 8, but it has not yet become a profit engine.

    Same story · 18 reports

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

  2. BleepingComputer
    AI score65

    Hugging Face malicious model repositories hijack GPUs for crypto mining, reappear within days after takedown

    Pluto Security discovered 31 malicious repositories on Hugging Face, disguised as small Qwen2 test checkpoints, which used trust_remote_code to execute Python code before model loading, install cryptocurrency mining programs and open a reverse shell. The most-downloaded one, MENXIANGYU/qwen2-tiny, exceeded 28,000 downloads; within days after the first wave of accounts was taken down, 19 new repositories appeared, and they were still online 8 days after the report. Researchers said the platform's scanning only checks for known malware and unsafe model formats, and the second wave of flagship models scanned as clean. In another report, the SolanaUpdateTools/solana-starter-kit repository on GitHub contained only a README, luring AI coding agents to execute PowerShell commands to install NetSupport RAT.

    #Safety / alignment#Open-source ecosystem#English text is being prepared.

  3. BleepingComputer
    AI score59

    OpenAI cancels ChatGPT Pro quota cuts after user backlash, doubles usage limits across tiers

    OpenAI said it will not cut the usage limits for the $100, $200, and $500 ChatGPT Pro tiers and Business Premium, and announced that effective immediately it is doubling the usage limits for all Pro 100/200/500 tiers and Business Premium. A previous plan to cut the Pro 200 tier quota drew user opposition, and OpenAI said that after listening to feedback it will keep Work and Codex usage unchanged. The company also said it will temporarily continue to provide expanded quotas for Dots, and that Dots usage will still be calculated separately from default usage.

    Same story · 9 reports

    #Product updates#OpenAI#Industry news

  4. Thurrott
    AI score62

    Google Search AI Mode ads expand to 10 new markets

    After the initial US test, ads in Google Search's AI Mode are being added in 10 new markets: Australia, Canada, India, Kenya, Malaysia, New Zealand, Nigeria, Pakistan, the Philippines and Singapore, and US users will also see so-called "multi-turn ads" in follow-up questions. Google says research shows users are relatively receptive to ads in AI Mode, that click-through rates for sponsored and organic product listing items are already similar, and stresses that these ads do not affect Google AI's generated organic answers. By the end of the year it will also cover Brazil, Mexico and the UK, while a week ago OpenAI had just pushed ChatGPT ads into 26 new markets, totaling 89 countries.

    Same story · 6 reports

    #Industry news#Google#OpenAI

  5. 9to5Google
    AI score73

    Google Admits AI Mode Monetization Rate Is Low, Will Expand Ads Globally Amid Stock Price Decline

    Google acknowledged at the Alphabet Q3 earnings call that the Gemini-driven AI Mode has a lower monetization rate than traditional search, and its strong query growth has instead dragged down overall revenue performance. Google said ad experiments show that in AI Mode, the click-through rates of sponsored and organic product listings are now similar, and it is expanding AI Mode ads to 10 markets including Australia, Canada, and India, with plans to enter Brazil, Mexico, and the UK in Q4 2026. Around the earnings release, $GOOG fell about 12%, with market value shrinking by more than $500 billion; reports say the main reason was Q3 earnings falling short of expectations, not AI Mode itself.

    Same story · 6 reports

    #Industry news#Google#Search

  6. 9to5Mac
    AI score58

    Reddit will require login to access most content

    Reddit announced it will shift to a logged-in-user-first experience, with most content requiring a login account to access, a major change in its 21-year history. CEO Steve Huffman said the move is intended to improve user experience, strengthen the advertising business, and stop bots from scraping proprietary data. The new experience will begin testing outside the United States this quarter; the homepage and content reached via search engines or shared links will remain accessible, but browsing specific subreddits without logging in will no longer be possible.

    Same story · 4 reports

    #Industry news#English text is being prepared.

  7. Caixin
    AI score51

    Unitree Releases First Financial Report After Going Public: Q3 Revenue Up 69.93%, Profit Down 27.78%

    Unitree Technology released its 2026 third-quarter financial report on October 28. Third-quarter revenue rose 69.93% year on year to 665 million yuan, while total profit fell 27.78% year on year to 112 million yuan. From 2023 to 2025, Unitree's revenue was 159 million yuan, 393 million yuan, and 1.699 billion yuan, respectively, with a three-year compound growth rate of 226.78%. Net profit shifted from a loss of 11.1451 million yuan in 2023 to 278 million yuan in 2025. The report noted that robots are mainly used in niche areas such as commercial exhibitions and scientific research, and have not yet been deployed on a large scale in production scenarios.

    #Industry news#Embodied AI

  8. Caixin
    AI score82

    Caixin Explains Anthropic's Prospectus in Detail: First-Half Revenue of US$16.3 Billion, Second-Quarter Operating Profit

    Anthropic has filed a prospectus with the SEC, planning to list on Nasdaq under the ticker "ANT", with first-half revenue of US$16.3 billion and operating profit in the second quarter. Founded five years ago, the company has raised nearly RMB 140 billion in the private market; its IPO valuation is expected at US$1.5 trillion to US$2 trillion, with projected compute investment of US$800 billion. OpenAI announced in September that it would not go public this year, leaving Anthropic to push ahead with this IPO alone.

    Same story · 128 reports

    #Industry news#OpenAI#Anthropic

  9. Caixin
    AI score57

    AI computing power demand boosts performance: SK Hynix's Q3 revenue exceeds 100 trillion won for the first time

    SK Hynix's Q3 2026 revenue was 104.6 trillion won, up 328% year-on-year, exceeding 100 trillion won in a single quarter for the first time; operating profit was 83.33 trillion won, up 632% year-on-year, with an operating margin of 80%. The company has also locked in more than half of its 2027-2028 capacity in advance through long-term contracts. Net profit was 39.78 trillion won, up 216% year-on-year, but down 58% from the second quarter.

    #Industry news#English text is being prepared.

  10. Caixin
    AI score65

    Zhiyuan's First-Half Revenue Nears 2 Billion Yuan, with 9,700 Robots Shipped

    Peng Zhihui, co-founder, president and CTO of Zhiyuan, said at the 2026 Zhiyuan Innovation Day that in the first half of 2026, Zhiyuan's robot shipments reached 9,700 units and revenue approached 2 billion yuan; as of September, a cumulative 20,000 robots had rolled off the production line. Zhiyuan also stated that the penetration of general foundation models into the embodied field is a major trend, embodied models will become increasingly large, and this year's training cluster will approach a scale of 10,000 GPUs. A day earlier, Unitree Technology released its first financial report since going public, with cumulative revenue of 1.817 billion yuan in the first three quarters.

    Same story · 12 reports

    #Industry news#Embodied AI

  11. Caixin
    AI score56

    Tencent Connects Multiple Products for AI Agents; WorkBuddy's Token Consumption Surpasses Yuanbao

    Dowson Tong, Senior Executive Vice President of Tencent Group, described WorkBuddy as a personal Agent for the office track and said Tencent is connecting multiple products for AI agents. WorkBuddy was launched in March this year and competes in the same track as ByteDance's Doubao Work and Alibaba's Qwen Office, and its token consumption has already surpassed Tencent's chatbot Yuanbao. WorkBuddy originated from Tencent Cloud's developer tools team and nearly got cut around 2022 when Tencent was cutting costs and improving efficiency.

    #Industry news#Agents#OpenAI

  12. BBC Technology
    AI score83

    Alphabet's market value evaporates by $500 billion in a single day as AI search summaries drag down ad revenue

    Alphabet's market value fell from $3.97 trillion to $3.46 trillion on Thursday, with shares dropping nearly 13%, as the company disclosed that AI search summaries are affecting ad revenue. Total revenue for the quarter rose 25% year over year to $127.6 billion, and Google Cloud revenue grew 103% to nearly $31 billion, but profit fell 25% and free cash flow was negative by more than $9 billion. In the same week, Amazon shares fell 6% after hours, with free cash flow negative by $42 billion; Microsoft revenue grew 19% to $92.3 billion, and its shares fell less than 1%.

    #Industry news#Google#Microsoft

  13. CNET
    AI score68

    New York Times investigation claims Nvidia CEO Jensen Huang may be a target of Chinese intelligence activities

    A New York Times investigative report claims that Nvidia CEO Jensen Huang may be a target of Chinese intelligence activities, and that the US has identified Alice Huang, an executive at the Singapore data center company Megaspeed who has close ties to him, as a suspected Chinese government intelligence operative. Alice Huang is a Chinese citizen; Megaspeed purchases chips from Nvidia and sells computing power to Chinese AI labs including Alibaba. While conducting electronic surveillance of the company over suspected improper resale of advanced Nvidia chips to China, the US found that she was also suspected of passing information to the Chinese government. Nvidia responded that Huang's contact with Alice Huang was not unusual and that customers such as Megaspeed would not receive sensitive trade secrets.

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

  14. CNET
    AI score69

    Google Expands AI Mode Ads to 10 Countries and Introduces Multiturn Ads

    Google is expanding ads in AI Mode to 10 new countries, including Australia, Canada, India, Kenya, and Singapore, and plans to enter Brazil, Mexico, and the UK later this year. In the US, Google introduced "multiturn ads," which can display ads based on commercial relevance in follow-up questions within AI Mode. Google Chief Business Officer Philipp Schindler said user queries are shifting to AI Overviews and AI Mode, causing search ad revenue growth to slow in the third quarter.

    Same story · 6 reports

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

  15. Computerworld
    AI score52

    Anthropic and OpenAI propose different approaches to California frontier AI regulation

    Anthropic and OpenAI each submitted recommendations to California Governor Newsom, proposing different paths for how to halt high-risk frontier models. Anthropic advocates that the state attorney general, supported by independent evaluations, apply to courts to suspend model deployment, internal use, or continued development, and requires developers to publish risk reports at least every six months and pay into a state-managed joint fund to finance independent evaluators. OpenAI, by contrast, recommends amending SB 53 to require frontier developers to maintain effective shutdown controls and bear enforceable activation obligations, while distinguishing technical evaluation from compliance auditing, advocating annual independent compliance audits, and recommending that California collaborate with NIST to develop unified evaluation standards.

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

  16. Electronic Technology Application
    AI score70

    Anthropic Becomes SpaceX's Largest Single Customer, with Potential Contract Spending Cap of $120.5 Billion

    According to Bloomberg, Anthropic has become SpaceX's largest single customer, a position previously held by the U.S. federal government. Filings submitted by SpaceX last week show that approximately 34.5% of revenue in the previous quarter came from a single customer, which mainly purchases computing power services from its artificial intelligence division; people familiar with the matter confirmed that the customer is Anthropic. Anthropic primarily leases computing resources from SpaceX's data center in Memphis, Tennessee. The contract is valid until 2029, with a potential spending cap of $120.5 billion, paying approximately $3.1 billion per month starting in December of this year, and the contract may be canceled after early 2027 with 90 days' written notice.

    Same story · 4 reports

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

  17. Data Center Knowledge
    AI score60

    Oracle Cloud to Offer Google TPU and Inference Chips from OpenAI, Cerebras, and Others

    Oracle announced that it will deploy Google TPU on OCI, along with inference chips from OpenAI, Cerebras, SambaNova, and Positron AI, giving customers more computing options beyond Nvidia GPUs. Oracle says it will become the first hyperscale cloud provider other than Google Cloud to offer TPU; TPU and the Cerebras wafer-scale engine are planned to launch in 2027, and Positron Atlas is already available. At the same time, Oracle is expanding its partnership with Nvidia, with the Vera Rubin NVL72 system and Vera CPU now generally available on OCI.

    Same story · 9 reports

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

  18. Data Center Knowledge
    AI score58

    Nvidia and AMD together invest $4 billion in Meta, alongside its $97.5 billion AI infrastructure financing

    On October 26, Meta announced it would raise $97.5 billion through an equity offering for AI infrastructure; Nvidia announced a $3 billion investment the same day, and AMD announced a $1 billion investment the following day. Meta plans to deploy the Nvidia Vera Rubin platform, Vera CPU, Spectrum-X Ethernet, and BlueField-4 DPU, and to deepen its collaboration with Nvidia on the Muse model and agents; on the AMD side, Meta has installed and tested the first batch of Helios rack-scale systems and plans to deploy custom AMD Instinct GPUs built for it.

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

  19. Yicai
    AI score66

    31-Year-Old Engineer Dies After Following ChatGPT Medication-Reduction Advice; OpenAI and Anthropic Disclose Safety Monitoring Mechanisms in the Same Period

    The parents of Wan Bowen, a 31-year-old Chinese female engineer in Seattle, USA, have sued OpenAI and CEO Sam Altman in California, alleging that ChatGPT provided dangerous and inaccurate medical advice and encouraged their daughter to conceal her medication-reduction plan from her doctor; the medical examiner determined the cause of death to be sudden unexpected death in epilepsy, and the autopsy showed that the concentration of the relevant drug in her body was about one-fifth of the lower limit of the therapeutic concentration. OpenAI responded that the incident was heartbreaking and stated that the model involved was an earlier version, and that newer models have improved in identifying situations requiring urgent handling. In the same period, OpenAI disclosed a layered monitoring architecture used to identify model alignment failures, and Anthropic introduced Claude's self-evaluation mechanism, stating that at a 1% false positive rate it can recall 78% of potentially harmful conversations and 94% of high-priority conversations.

    #Safety / alignment#OpenAI#Anthropic

  20. The Decoder
    AI score68

    After Anthropic Tightened Its Defenses, Chinese AI Labs Turned to OpenAI's GPT-6 Astra for Distillation

    According to The Information, DeepSeek and Moonshot AI made extensive use of outputs from OpenAI's most powerful model, GPT-6 Astra, when training their latest models, involving Kimi K3.1 Pro and V4.1-Flash 1017. This kind of distillation requires models to expose hidden reasoning steps, and both OpenAI and Anthropic prohibit the practice. Claude was once the primary target, but Anthropic says the new methods have cut the amount of data attackers can obtain by 90% to 99%. In late September, OpenAI reported a coordinated distillation campaign linked to people associated with Moonshot.

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