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Friday160 items

  1. 36Kr · AI
    AI score68

    Musk says superintelligent compute capacity will be in long-term shortage, SpaceX plans to expand compute to 13 gigawatts by end of 2027

    At SpaceX's Q3 2026 earnings call, Musk said superintelligent compute capacity will face a long-term shortage, with power, cooling and infrastructure constraining supply more than chips. SpaceX's superintelligence business revenue for the quarter was $7.56 billion, surpassing the connectivity business led by Starlink; compute scale rose from 0.6 gigawatts a year earlier to 1.7 gigawatts, with plans to reach 13 gigawatts by the end of 2027. Musk said paid weekly active users of Grok Bot reached 800,000 in early October, and the company also plans to build its own gas turbine blade casting and chip factories to ease bottlenecks.

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

  2. 36Kr · AI
    AI score74

    A PHP high-severity vulnerability triggers global panic; volunteer Ondřej Surý single-handedly completes the critical packaging work

    Two PHP remote code execution vulnerabilities with a CVSS score of 9.2 were disclosed; information leaked before the patch was released, and Cloudflare observed hundreds of thousands of attack attempts within two hours. Germany, Finland, France, Belgium and other countries took protective measures for public sector websites, and the U.S. CISA, the EU CERT-EU, and the UK NCSC issued urgent warnings in succession. Czech volunteer Ondřej Surý, through volunteer work, packaged the PHP source code into installable software packages, enabling millions of servers to be patched quickly; the donations he received in these 24 hours were roughly equal to those of the past year.

    #Safety / alignment#Open-source ecosystem#Agents

  3. TMTPost · AGI
    AI score64

    The top three AI 3D players raised over 8 billion yuan in half a year; Meshy's ARR exceeds $100 million

    The three AI 3D companies VAST, Meshy, and Yingmou raised a combined total of over 8 billion yuan in half a year, among which VAST raised over 5 billion yuan in half a year with a valuation of $2 billion, and Meshy completed a $400 million funding round with a post-money valuation of $1.5 billion. As of the end of September, Meshy's ARR exceeded $100 million, and the ARR of VAST and Yingmou also reached tens of millions of dollars. The three have different roadmaps: VAST wants to build a 3D version of Douyin and open-sourced the real-time renderer EdenLive, Meshy adopts subscriptions plus pay-per-use, and Yingmou targets professional users and enterprise production workflows.

    #Industry news#Multimodal#Open-source ecosystem

  4. TMTPost · AGI
    AI score63

    The first AI theatrical film "Sanxingdui: Future Past" has a cold box office, yet ByteDance and Kuaishou still push forward film-grade models

    "Sanxingdui: Future Past", released on October 23, is China's first AI hyper-realistic film to obtain a theatrical release permit; Beacon Professional Edition predicts its total box office at 2.169 million yuan, while its production cost is in the tens of millions of yuan. Bona Film Group's stock price hit the daily limit up after the release date was set, then pulled back as presales were sluggish, and nearly hit the daily limit down on October 22. Meanwhile, Volcano Engine launched the first batch of enterprise trials for the Seedance 2.5 4K model, targeted at 20 studios and directors, and Kuaishou's Kling 4.0 went live on October 15, focusing on improving the coherence of large-scale movements and complex camera work.

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

  5. TMTPost · AGI
    AI score60

    Large model vendors such as MiniMax open stores on Tmall to sell Token packages

    On the eve of Double 11, MiniMax opened its first official brand flagship store on Tmall, listing the M Plan subscription packages, including three tiers: Go, Explore, and Build, available for monthly or annual purchase. In September this year, vendors such as Zhipu, Alibaba Cloud Bailian, and Qianwen Office also opened flagship stores; Tmall launched the AI Space Station recharge center in the same period, while Kimi and DeepSeek are sold through agents. The article notes that the metering standards of each vendor's packages are not unified; the top-selling product in Zhipu's flagship store sold more than 200 units, while the lowest sold only one.

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

  6. Semiconductor Industry Observer
    AI score62

    Tesla and NVIDIA plan to invest 3 trillion KRW in Samsung Electro-Mechanics to expand FC-BGA capacity

    According to sources, Tesla and NVIDIA plan to jointly invest approximately 3 trillion KRW in Samsung Electro-Mechanics, earmarked for expanding FC-BGA capacity for AI semiconductor packaging substrates, with Tesla contributing approximately 1 trillion KRW and NVIDIA approximately 2 trillion KRW. Tesla's dedicated line will be located at the Sejong plant, producing AI semiconductor substrates for autonomous driving electric vehicles and the humanoid robot Optimus, with a supply contract period from 2029 to 2033; NVIDIA's dedicated line targets data centers, producing AI computing chipsets and network substrates, with the collaboration disclosed on October 21 at GTC 2026 in Germany. Samsung Electro-Mechanics had just announced on September 28 a packaging substrate capacity expansion plan totaling 6.78 trillion KRW, with mass production targeted for September 2028.

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

  7. Semiconductor Industry Panorama
    AI score58

    Shanghai releases an action plan for AI empowering industrial services, targeting an application penetration rate of over 85% by 2028

    The Shanghai Municipal Commission of Economy and Informatization released the "Shanghai Action Plan for Accelerating the High-Quality Development of AI-Empowered Industrial Services (2027-2028)", proposing that by 2028 the penetration rate of AI applications in industrial services reach over 85%, striving to cultivate 10 digitally native unicorn enterprises. The plan provides funding support ranging from up to 5 million to 20 million yuan for stages including R&D and design, supply chain services, flexible manufacturing, embedded quality inspection, and predictive maintenance, and clearly identifies research directions such as industrial agent task planning and swarm collaboration, device-cloud collaborative inference and lightweight vertical small models, and industry high-quality corpus libraries.

    Same story · 2 reports

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

  8. Caixin
    AI score57

    Meta shares plunge nearly 7%, capex growth concerns overshadow agent hype

    Meta shares closed down 6.98% at $648.85 per share on October 22, falling back to early September levels, with all gains brought by the Muse agent wiped out. A report Meta submitted to the U.S. Securities and Exchange Commission on October 22 shows that as of September 30, 2026, its total irrevocable contractual commitments were $454.52 billion, mainly involving third-party cloud computing capacity, servers and network infrastructure, data center energy services and Reality Labs consumer hardware, of which about $45.85 billion and $121.41 billion mature in 2026 and 2027 respectively.

    #Industry news#Agents#Meta

  9. heise online
    AI score71

    Cloudflare acquires Rust-based TypeScript compiler tsrs

    Cloudflare and its acquired VoidZero announced they are taking over the open-source project tsrs, a TypeScript compiler rewritten in Rust that has been merged into the Oxc toolchain. Cloudflare claims that at the same thread count, tsrs type checking is up to 8 times faster than TypeScript 7.0 with about 70% less memory usage, while the project founder's own tests show 2.5 to 5 times faster with about one-third the memory. The current version 0.18 is still experimental, uses the Apache 2.0 license, provides native binaries for macOS ARM and Linux, and has no Windows version yet.

    #English text is being prepared.#English text is being prepared.#Open-source ecosystem

  10. heise online
    AI score55

    The Browser Company announces that the Arc browser will be discontinued on December 22

    The Browser Company announces that the Arc browser will be discontinued on December 22, after which macOS and Windows users will no longer be able to open or use Arc, related accounts will be deactivated, and personal data will be deleted within 30 days. The company says the workload of keeping the browser secure continues to increase in the AI era, and going forward its development and security teams will focus entirely on the AI browser Dia. The shutdown proceeds in three steps: registration of new accounts has already stopped; starting November 23, the iOS and Android versions of Arc Search will lose AI features, including Browse for Me, users will be unable to log in or sync tabs, and the app will function only as a local browser; the Android version of Arc Search will also be removed from the Google Play Store. Users migrating to Dia can import workspaces, folders, tab groups, passwords, bookmarks, extensions, and browsing history; workspaces are renamed Profile in Dia, Arc's original features are free in Dia, and AI features are optional.

    Same story · 5 reports

    #Industry news#OpenAI#Agents

  11. Fortune Tech
    AI score75

    Zuckerberg says Meta Muse has over 10 million users, shopping demand so high that Stripe had to raise credit limits

    Meta CEO Zuckerberg said on the October 21 earnings call that since launching on September 8, over 10 million users in the US and Canada have created Muse agents, roughly more than double Threads at its start. Muse can browse the web, send emails, and book travel on users' behalf; a quarter of users use it daily, the most common scenario is shopping, average purchase exceeds $200, first-week transaction volume exceeded expectations, and Meta had to work with Stripe to raise credit limits. Meta plans to charge merchants when Muse helps them complete sales; consumer use is free unless more tokens or more advanced models are needed; the CFO said it is working with Shopify, Walmart, and others to develop the Personal Agent Protocol.

    #Industry news#Agents#OpenAI

  12. MediaNama
    AI score62

    Railway suffers cyberattack leaking customer keys, asks users to change API keys

    Cloud hosting platform Railway discovered abnormal activity on October 21 in the system storing customer environment variables, stating that an unauthorized third party may have accessed encrypted environment variables and decrypted some of them, and has advised all users to change credentials such as API keys. Railway believes the attack may be part of a recent series of attacks targeting platform companies with the aim of breaching AI inference service providers, and has notified upstream suppliers to revoke potentially leaked keys. The company also released security guidance for OpenAI, Anthropic and GitHub users, advising them to delete potentially exposed API keys, generate new keys and check usage records; on October 23 its builds and deployments had recovered, but new user registration remained suspended.

    Same story · 2 reports

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

  13. BBC Technology
    AI score55

    Indian workers wear cameras to film work processes, providing data for physical AI training

    BBC reports that hundreds to thousands of workers in India are paid to wear head-mounted cameras to record work processes such as haircuts, sewing, and housework; the videos are collected by local companies and sold to tech companies and research institutions for training physical AI that can control real-world robots. Rashdan Technologies pays 5 to 10 dollars for 8 to 10 hours of recording, and Humyn Labs has 96,000 data collectors in Latin America and Southeast Asia. TISS professor Bino Paul believes it is too early to judge whether robots will replace these workers, but calls on the government to regulate AI.

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

  14. BBC Chinese
    AI score84

    AI discovers high-severity PHP vulnerabilities php2shell, institutions in multiple countries worldwide rush to patch

    Cybersecurity companies Wiz and Calif, with the help of OpenAI technology, discovered two security vulnerabilities in the PHP language collectively called php2shell, affecting multiple PHP versions over the past decade or more; about 70% of websites worldwide use PHP. The PHP Foundation has released patches, and institutions including the US NSA, the UK NCSC, and bodies in the EU, Singapore, and Australia urged website operators to update immediately, and those unable to patch should consider temporarily shutting down their websites. Some websites including Wikipedia, the Finnish government, Edinburgh City Council, and the BBC have suspended operations; Cloudflare said attack attempts rose from thousands to millions after the vulnerabilities were disclosed.

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

  15. t3n
    AI score58

    Developer releases first Jailbreak for Nintendo Switch 2 with the help of OpenAI Codex

    Developer pepsipu released the first Jailbreak for Nintendo Switch 2, completed with the help of OpenAI's coding agent Codex. He used Jet-KVM to let Codex send controller inputs to the console and analyze HDMI output, and also added a remote switch to automatically press the power button when the console crashes; the software part took two weeks, exploiting a vulnerability in the eShop app Smile Basic 4 to achieve memory access and code execution. This Jailbreak is a Tethered type and becomes invalid after the console restarts; Nintendo has already removed the app from the eShop after the release.

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

  16. Wallstreetcn
    AI score52

    Bloom Energy Q3 revenue up 138% to $1.24 billion, AI power shortage drives demand for on-site power generation

    Bloom Energy's fiscal 2026 third-quarter revenue grew 138% year over year to $1.24 billion, with product revenue exceeding $1 billion in a single quarter for the first time, operating profit of $286 million, up more than 500% year over year, and its third upward revision of full-year revenue guidance this year to $4.4 billion to $4.6 billion. CEO KR Sridhar said the aging power grid cannot match the pace of AI expansion, that tech giants are turning to on-site power generation, and cited Nvidia's CEO as saying that every quarter of delay for a 1GW data center costs $10 billion in revenue. The company also cautioned that there is a timing mismatch between large deliveries and cash collection, with Q3 free cash flow a net outflow of $181 million, and that capacity expansion costs will weigh on gross margin in 2027 for a period.

    #Industry news#English text is being prepared.

  17. Wallstreetcn
    AI score77

    Anthropic plans to complete its IPO in mid-November, with a $1.5 trillion valuation facing a liquidity test

    According to Reuters citing people familiar with the matter, Anthropic plans to make its prospectus public as early as late October and complete its IPO in mid-November, with institutional roadshows expected to begin in the week of November 9, and a potential valuation of $1.5 trillion. During the same period, AI infrastructure companies such as Switch, Nscale, and SoftBank's SB Energy have postponed, suspended, or withdrawn their listing plans. The draft prospectus shows that Anthropic's revenue in the first half of 2026 was $16.3 billion, with a net loss of $80.7 billion, of which about $72 billion came from accounting valuation changes in financing instruments such as convertible notes; third-quarter revenue was $16.8 billion, up about 45% quarter-on-quarter.

    #Industry news#OpenAI#Anthropic

  18. Phoenix Technology
    AI score67

    SemiAnalysis testing found that Claude subscription quotas were lowered by a backend A/B test

    SemiAnalysis ran an Opus 5.5 agent workload on two identical $200 Max 20x accounts and found that the gray-test account's total weekly quota dropped from 6.579 billion tokens to 5.266 billion tokens, a shrinkage of about 20%, while the 5-hour window quota rose from 1.74 billion tokens to 2.076 billion tokens. Claude Code technical staff member Lydia Hallie responded that quotas had not been adjusted, and core developer Boris Cherny said the team is investigating. The article also mentioned that OpenAI previously halved the quota of its $200 Pro plan and introduced a new $500 tier, as well as the engineering practice of DeepSeek's open-source inference framework DeepInfer, with a single cluster's daily throughput of 155 trillion tokens.

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

  19. Sina Tech
    AI score62

    Lenovo-affiliated Legend Capital reportedly participates in DeepSeek's new funding round; DeepSeek may push for IPO as early as early 2027

    According to foreign media citing people familiar with the matter, DeepSeek's new funding round brought in industrial and financial investors including Legend Capital, Shixi Capital and Geely; Legend Capital and Lenovo Group both belong to the Legend Holdings system. DeepSeek has engaged CITIC Securities to provide advisory services for its IPO and in September this year brought in a new chief financial officer, and may push for an IPO as early as early 2027. Previously, Lenovo had integrated DeepSeek models into AI PCs, servers and enterprise AI solutions; this investment extends the relationship between the two sides from product adaptation to the capital and ecosystem level.

    Same story · 14 reports

    #Industry news#DeepSeek

  20. Phoenix Technology
    AI score59

    Google cleared 250,000 trees for a data center in Finland; regulator ordered work to stop

    Google cleared about 330 hectares of forest, estimated at about 250,000 trees felled, to build a data center in Muhos in northern Finland, and carried out large-scale land clearing before completing the legally required environmental impact assessment. The Finnish Permitting and Supervision Agency (LVV) earlier this month ordered Google to suspend construction at two sites, Muhos and Otanmäki about 100 kilometers away, and to stop activities that would significantly alter the environment by October 23. Environmentalists estimate that another approximately 150,000 trees were felled in Otanmäki, and Google's Finland country head has apologized for the forest clearing.

    #Industry news#Google