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AI Expansion Hits Local Power Bottleneck: Data Center Grid Connection Waits Can Reach Up to Ten Years
Data center projects are being delayed by power access and local opposition; for projects starting construction between Q3 2025 and Q3 2026, the average wait from announcement to groundbreaking is slightly over two years, compared with about 18 months for projects from early 2020 to mid-2025. GlobalData analyst Martina Raveni said new grid infrastructure takes 5 to 15 years, while data centers take only 1 to 3 years, and developers in major European hubs can face grid connection waits of up to ten years. GlobalData expects annual data center electricity consumption to rise from 590 TWh in 2025 to 1520 TWh in 2030; IDC's Luis Fernandes believes there is currently no hard evidence that compute capacity has constrained AI development.
Data center projects are being delayed by power access and local opposition; for projects starting construction between Q3 2025 and Q3 2026, the average wait from announcement to groundbreaking is slightly over two years, compared with about 18 months for projects from early 2020 to mid-2025. GlobalData analyst Martina Raveni said new grid infrastructure takes 5 to 15 years, while data centers take only 1 to 3 years, and developers in major European hubs can face grid connection waits of up to t
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OpenAI claims AI solved nearly 400 math problems; mathematicians criticize it for prioritizing results over process
OpenAI claims that with the help of an as-yet-unreleased AI model, it published more than 700 manuscripts in October, covering more than 370 math problems, with each taking an average of three hours, including work related to the Riemann Hypothesis. Institutions such as the German Mathematicians Association criticized this approach as a results-oriented "power display," arguing that the value of mathematical research lies in the proof path and new methods rather than the answers themselves, and expressing concern about the use of unverified knowledge and issues of academic norms. Stuttgart professor Christian Hesse, on the one hand, called OpenAI's demonstration "stunning," and on the other hand, believes that doctoral training and the definition of mathematical understanding need to be readjusted.
OpenAI claims that with the help of an as-yet-unreleased AI model, it published more than 700 manuscripts in October, covering more than 370 math problems, with each taking an average of three hours, including work related to the Riemann Hypothesis. Institutions such as the German Mathematicians Association criticized this approach as a results-oriented "power display," arguing that the value of mathematical research lies in the proof path and new methods rather than the answers themselves, and
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Anthropic's internal AI usage spending exceeds labor costs for the first time
Anthropic has published data for the third quarter of 2026, stating that since January 2026 its internal AI usage has grown 250-fold, and that at list prices, internal AI usage spending has exceeded all labor costs—though this comparison excludes stock-based compensation. The cost is calculated at external list prices rather than the actual cost of self-used infrastructure, and Anthropic has not separately disclosed the total spending on internal AI usage. Anthropic also says that in September 2026, 90% of contributions to its codebase were completed by AI, per-developer code output grew 45-fold compared with 2024, and headcount over the same period grew more than fivefold compared with the end of 2024.
Anthropic has published data for the third quarter of 2026, stating that since January 2026 its internal AI usage has grown 250-fold, and that at list prices, internal AI usage spending has exceeded all labor costs—though this comparison excludes stock-based compensation. The cost is calculated at external list prices rather than the actual cost of self-used infrastructure, and Anthropic has not separately disclosed the total spending on internal AI usage. Anthropic also says that in September 2
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OpenAI Plans New Security Sprint and Raises Bug Bounty
OpenAI announced plans to conduct a new round of internal security sprints with external researchers such as Cathedral. On the same day, the bug bounty update raised the median reward ranges for medium-, high-, and critical-severity vulnerabilities by an average of more than fourfold. Critical vulnerabilities in core products such as ChatGPT, Codex, or the API Platform can earn up to $30,000, and particularly severe findings can reach $172,000 after bonuses. In previous sprints, OpenAI committed 25% of its product engineers, used Codex to reproduce vulnerabilities and prepare patches, mobilized more than 250 people covering over 100 service areas, and closed 53 urgent or high-priority issues on the first day. OpenAI will also open its strongest models to Daybreak customers for authorized defensive work, a program corresponding to a $1 billion commitment and a six-month usage target.
OpenAI announced plans to conduct a new round of internal security sprints with external researchers such as Cathedral. On the same day, the bug bounty update raised the median reward ranges for medium-, high-, and critical-severity vulnerabilities by an average of more than fourfold. Critical vulnerabilities in core products such as ChatGPT, Codex, or the API Platform can earn up to $30,000, and particularly severe findings can reach $172,000 after bonuses. In previous sprints, OpenAI committed
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UK NCSC warns: AI malware likely to be used to attack critical infrastructure before 2028
The UK National Cyber Security Centre (NCSC) said in its annual assessment that from now until 2028, AI-driven malware is "likely" to be used in ransomware attacks targeting the UK's critical national infrastructure. The NCSC said AI can help attackers reconnaissance targets, find weaknesses in IT networks and write malicious code, and warned that Russia and China will "routinize" the use of AI in cyberattacks. NCSC Chief Executive Richard Horne will warn in a speech that the number of cyber incidents may rise unprecedentedly in the coming months.
The UK National Cyber Security Centre (NCSC) said in its annual assessment that from now until 2028, AI-driven malware is "likely" to be used in ransomware attacks targeting the UK's critical national infrastructure. The NCSC said AI can help attackers reconnaissance targets, find weaknesses in IT networks and write malicious code, and warned that Russia and China will "routinize" the use of AI in cyberattacks. NCSC Chief Executive Richard Horne will warn in a speech that the number of cyber inc
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Unitree Technology and Sequoia China Establish Shanyu·Innovation Program, Entering Early-Stage Investment in Embodied Intelligence
Unitree Technology announced on October 28 the joint establishment of the Shanyu·Innovation Program with Sequoia China, focusing on investment in embodied intelligence, robotics applications, and upstream and downstream core technologies, and proposed five principles: understanding technology and industry, discovering early, deciding quickly, valuing people, and not causing disruption. Unitree's previously launched Yuchuang Program received more than 200 projects in just over a month, and the company hopes to incubate more than 200 ecosystem enterprises over the next five years. Financial results disclosed the same day show that revenue for the first three quarters was 1.817 billion yuan, up 55.71% year on year; net profit attributable to shareholders was 387 million yuan, up 270.54% year on year; and net profit for the third quarter alone was 113 million yuan, down 17.37% year on year.
Unitree Technology announced on October 28 the joint establishment of the Shanyu·Innovation Program with Sequoia China, focusing on investment in embodied intelligence, robotics applications, and upstream and downstream core technologies, and proposed five principles: understanding technology and industry, discovering early, deciding quickly, valuing people, and not causing disruption. Unitree's previously launched Yuchuang Program received more than 200 projects in just over a month, and the co
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OpenAI Updates Model Spec, Defining Permissions and Shutdown Rules for Agents
On October 29, OpenAI updated the Model Spec, upgrading the model behavior guidelines around five values: being loyal to human intent, reducing harm, honesty and transparency, promoting human autonomy, and caring for others. The new version shifts the focus from what chatbots can say to how much agents can do, stipulating that agents must act within agreed autonomy boundaries, remain correctable, and cooperate with shutdown, while establishing a six-level instruction hierarchy of Root, System, Developer, User, Guideline, and default no-permission. OpenAI stated that models currently running on ChatGPT and the API have not yet fully met the requirements of this specification.
On October 29, OpenAI updated the Model Spec, upgrading the model behavior guidelines around five values: being loyal to human intent, reducing harm, honesty and transparency, promoting human autonomy, and caring for others. The new version shifts the focus from what chatbots can say to how much agents can do, stipulating that agents must act within agreed autonomy boundaries, remain correctable, and cooperate with shutdown, while establishing a six-level instruction hierarchy of Root, System, D
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SpaceX and Tesla Study Potential Merger, Musk Consolidates AI Compute Footprint
Bloomberg reported on October 27 that Musk's SpaceX and Tesla are studying a potential merger through a special committee, and the combined market value would exceed $3 trillion once the deal closes. The article says the two companies already overlap on the Terafab chip project; SpaceX's AI business unit SI posted third-quarter revenue of $7.56 billion, up 830% year over year, with computing capacity of 1.7 gigawatts as of the end of September. The article also notes that SpaceX's Grok 4.7 scored 37.6% on the Terminal-Bench leaderboard, trailing Opus 5 with Claude Code at 53.9% and GPT-6 Sol with Codex at 49.4%.
Bloomberg reported on October 27 that Musk's SpaceX and Tesla are studying a potential merger through a special committee, and the combined market value would exceed $3 trillion once the deal closes. The article says the two companies already overlap on the Terafab chip project; SpaceX's AI business unit SI posted third-quarter revenue of $7.56 billion, up 830% year over year, with computing capacity of 1.7 gigawatts as of the end of September. The article also notes that SpaceX's Grok 4.7 score
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DeepSeek's second funding round raises 105.5 billion yuan, valuation reaches 615.5 billion yuan
According to foreign media citing sources, DeepSeek's second funding round raised 105.5 billion yuan (equivalent to 15.8 billion US dollars), with nearly 30 investors contributing jointly, at a valuation of 615.5 billion yuan. Industrial investors include ChangXin Memory Technologies, SMIC, Tencent, Meituan, CATL and others, each investing 1 billion to 3 billion yuan. The original article also noted that in the first funding round, investors other than the National AI Fund were required to give up voting rights and lock up their shares for five years, giving Liang Wenfeng 100% of voting rights.
According to foreign media citing sources, DeepSeek's second funding round raised 105.5 billion yuan (equivalent to 15.8 billion US dollars), with nearly 30 investors contributing jointly, at a valuation of 615.5 billion yuan. Industrial investors include ChangXin Memory Technologies, SMIC, Tencent, Meituan, CATL and others, each investing 1 billion to 3 billion yuan. The original article also noted that in the first funding round, investors other than the National AI Fund were required to give
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Cursor Discloses Malicious Claude Code Extension in Marketplace Attempting to Plant SSH Backdoor
On October 29, 2026, Cursor disclosed that a maliciously tampered version 2.1.313 of the Anthropic.claude-code extension appeared in its VS Code extension Marketplace. The package was not developed by Anthropic and attempts to install a persistent SSH backdoor, affecting up to 5,000 users. This version was downloadable on that day from approximately 2:27 to 13:35 (Pacific Time). It collects host and user information, writes the attacker's SSH public key into authorized_keys, and establishes a reverse tunnel, while also achieving persistence through a LaunchAgent or scheduled task. Cursor has removed the version, shut down and rebuilt the Marketplace, and published indicators including hashes and IP 134.209.82.225, as well as cleanup scripts for macOS and Windows.
On October 29, 2026, Cursor disclosed that a maliciously tampered version 2.1.313 of the Anthropic.claude-code extension appeared in its VS Code extension Marketplace. The package was not developed by Anthropic and attempts to install a persistent SSH backdoor, affecting up to 5,000 users. This version was downloadable on that day from approximately 2:27 to 13:35 (Pacific Time). It collects host and user information, writes the attacker's SSH public key into authorized keys, and establishes a re
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Wikimedia Foundation seeks to file amicus brief in OpenAI copyright case
The Wikimedia Foundation filed a motion on October 29, 2026, with Judge Sidney H. Stein seeking to submit an amicus curiae brief in the OpenAI copyright case; the brief's main text runs 5,831 words and states that it does not take sides with either party. The brief argues that pretraining of ChatGPT's general-purpose large language models constitutes fair use, but that its RAG feature's reproduction and use of content does not constitute fair use and should comply with license terms such as Creative Commons CC BY-SA 4.0. The Foundation said that if the training stage is not recognized as fair use, AI development may be left only to the best-funded large companies, while recognizing fair use across the board would prompt publishers to lock more information behind walls.
The Wikimedia Foundation filed a motion on October 29, 2026, with Judge Sidney H. Stein seeking to submit an amicus curiae brief in the OpenAI copyright case; the brief's main text runs 5,831 words and states that it does not take sides with either party. The brief argues that pretraining of ChatGPT's general-purpose large language models constitutes fair use, but that its RAG feature's reproduction and use of content does not constitute fair use and should comply with license terms such as Crea
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Maine data center controversy roils Senate race
The Maine Senate race is unfolding around data center expansion, with polling showing 76% of respondents opposed to building data centers locally and 58% strongly opposed. The statewide data center moratorium passed in April was vetoed by the governor, and multiple towns subsequently enacted their own temporary bans or put the expansion question to a vote in November. Senator Susan Collins supports data centers and has received AI- and data center-related donations, while her family also holds related investments; the outcome of this race will affect federal-level data center and AI policy.
The Maine Senate race is unfolding around data center expansion, with polling showing 76% of respondents opposed to building data centers locally and 58% strongly opposed. The statewide data center moratorium passed in April was vetoed by the governor, and multiple towns subsequently enacted their own temporary bans or put the expansion question to a vote in November. Senator Susan Collins supports data centers and has received AI- and data center-related donations, while her family also holds r
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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.
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 commitme
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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.
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 amon
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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.
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
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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%.
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 th
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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.
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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.
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 attack
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