Tampered Claude Code extension appears in Cursor extension marketplace, affecting up to 5,000 users
#Safety / alignment#English text is being prepared.#Anthropic
#Safety / alignment#English text is being prepared.#Anthropic
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.
#Safety / alignment#English text is being prepared.#Anthropic
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
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
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.
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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
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.
#Industry news#Agents#English text is being prepared.
&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.
#Industry news#Safety / alignment#Open-source ecosystem
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.
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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.
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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
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.
#Industry news#Embodied AI
#Industry news#Agents#OpenAI
#Industry news#Search#English text is being prepared.
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.
#Industry news#English text is being prepared.#DeepSeek
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.
#Industry news#DeepSeek
Physical Superintelligence (PSI), founded less than two months ago, claims that its self-developed AI research system Emmy has achieved results on 5 open problems in quantum information theory, with the paper, Lean formal proofs, and verification code published on GitHub for review. These 5 problems come from the open quantum problems catalog established by German physicist Reinhard Werner in 1999, spanning five directions: entanglement purification, quantum field theory, high-dimensional quantum communication, quantum channel capacity, and quantum causality, among which OQP 2, OQP 12, and OQP 27 were included as early as the beginning of this century. Emmy decomposes difficult problems into verifiable mathematical sub-hypotheses, then hands them to the Lean formal proof assistant, symbolic computation engines, and high-precision verification code for screening; a result is only deemed established once compilation passes. PSI emerged in September this year and has completed a $58 million seed round led by Breakthrough Energy Ventures.
#Papers/Research#Reasoning#Open-source ecosystem
The environmental organization Sierra Club estimates that planned AI data centers in the United States will generate an additional approximately 618 million tons of carbon dioxide between 2025 and 2030, equivalent to a 42% increase in power-sector-related emissions, and may essentially offset 15 years of emissions reductions in the sector. The report says that by 2030 total emissions from the US power sector could rise to 2.1 billion tons, a forecast 2 to 4 times higher than a year and a half ago. Judgments among institutions diverge markedly: Rhodium Group believes that even under the most pessimistic scenario, emissions in 2040 will still be 24% lower than in 2025, while Sightline Climate estimates that about one-third to one-half of US data center projects originally scheduled to come online this year may be delayed or canceled.
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Google's AI coding agent Jules will gradually cease operations, less than two years after its launch. The official Jules X account stated that the team is integrating the experience gained from Jules into Antigravity, enabling users to autonomously execute background tasks in remote environments while also using an agent-centric development environment.
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Anthropic filed its S-1 on October 26, planning to list on Nasdaq under the ticker ANT with a valuation of $1.5 trillion to $2 trillion; if completed, it would surpass SpaceX to become the largest IPO in history. The prospectus shows revenue of $16.286 billion in the first half of 2026, up nearly 13-fold year on year, with about 80% of revenue coming from enterprise APIs and nearly 12,000 customers each spending more than $100,000 annually. The company has signed long-term compute contracts worth more than $650 billion, about 80% of which are non-cancelable; Q3 revenue was about $16.9 billion, and the quarter-on-quarter growth rate fell from 144% to about 47%, with some investors discussing cutting the valuation to about $1.5 trillion.
#Industry news#Anthropic#OpenAI