Railway requires all customers to rotate keys after intrusion
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According to Bloomberg, DeepSeek raised about $15 billion (approximately RMB 100 billion) two days after the US asked federal civilian agencies to remove its technology, with potential investors including CATL and Tencent. This is a new funding round following the more than $7 billion raised in June at a $50 billion valuation, and the report says the company is also advancing plans for a domestic IPO. The report notes that DeepSeek is increasing investment in AI infrastructure and open models while facing restrictions in the US.
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The "Embodied Intelligence Development Report (2026)" released by institutions including the China Academy of Information and Communications Technology shows that China's embodied intelligence market grew from 213.3 billion yuan in 2018 to 915 billion yuan in 2025, and is expected to exceed one trillion yuan in 2026. As of October 8, 2026, there were 405 domestic enterprises related to embodied intelligence, with Beijing, Guangdong, Shanghai, Jiangsu, and Zhejiang together accounting for 82.7%. The report also points out that among the relevant winning bid projects publicly disclosed in the first half of 2026, educational and research institutions accounted for 55.5%; some equipment had an average of fewer than 10 days of operation per month, and the annual comprehensive operation and maintenance cost of a single wheeled-arm or bipedal humanoid robot was 500,000 to 700,000 yuan.
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At Unitree's first Ecosystem Partner Conference, Wang Xingxing said that GPT-6 Astra has brought a huge impact to embodied intelligence, and that Unitree, under zero-training conditions, used prompts to make robots complete painting and Go tasks. He judged that physical AI may see a major breakthrough in the next one to three years, and announced that Unitree is developing the Physical AI Robot Self-Evolution V1 system and launching the Yuchuang Plan to incubate ecosystem companies, with plans to incubate more than 200 companies in five years. He also mentioned that Unitree's G1 robots have cumulatively rolled off the production line at 10,000 to 20,000 units.
#Industry news#Embodied AI#Agents
Swedish legal AI company Legora announced the completion of a $550 million Series E funding round at a post-money valuation of $8.8 billion, led by Atreides Management, with new investors including JPMorgan and Fidelity participating. The company said its annual recurring revenue has exceeded $200 million, taking less than six months to go from $100 million to $200 million, and this round's valuation is up about 57% from the $5.6 billion Series D in April this year. Legora's platform uses its core agent Legora Agent to break down and execute tasks, offers Tabular Review for batch review and a Word plugin for drafting and revising contracts, and currently covers more than 80 markets, serving more than 2,400 law firms and corporate legal teams.
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Meta disclosed in a regulatory filing that as of the end of September, its future spending commitments stood at approximately $825 billion, a sharp climb from about $700 billion in July, including $355.7 billion in lease value and $454.5 billion in irrevocable contracts, much of it related to AI compute and data centers. After the U.S. stock market opened on Thursday, Meta fell about 7%, and its five-year CDS rose intraday to about 119.3 basis points, the highest since it began trading, while CDS prices for Oracle, Microsoft, Broadcom and others rose in tandem. Meta's third-quarter free cash flow turned negative to -$2.12 billion, the first time since its 2012 listing.
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Player peiikai, with the help of Anthropic's Claude and Claude Code, completed an unofficial PC port of the Switch remake of The Legend of Zelda: Link's Awakening. The project has entered public testing and can run natively on Windows, macOS, and Linux, with an additional experimental Arm Linux version. AI participated in reverse engineering, code writing, and GitHub project documentation generation, but users still need to provide their own original game resource files, and the developer says the current version has known serious issues. Ports of Super Mario Odyssey and Super Mario Bros. Wonder have also entered the initial development stage, and project files are not yet available for download.
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At the 2026 World Physical AI Conference and Unitree Partner Ecosystem Conference, Unitree Technology CEO Wang Xingxing said that the world's faith in AI is still not enough, that physical AI has already shown signs of being broken through, and that this is very likely to happen in the next one to two years. He also said that we are moving toward the ChatGPT moment of embodied intelligence, that is, in 80% of unfamiliar scenarios, robots can complete about 80% of tasks according to voice or text instructions. He revealed that GPT-6 has achieved zero-training deployment onto Unitree robots and can complete tasks such as autonomous drawing, playing chess, and finding kitchen tools. This year Unitree is conducting preliminary research on Physical AI Robot Self-Evolution V1.0, relying on stronger foundation models, multi-source data, more real-machine deployments, and skill ecosystem expansion to form a loop from perception to evolution. Unitree's new humanoid robot H2-X, released online yesterday, made its first appearance today; the company says its maximum battery life is about 8 hours; since its release in May 2024, the Unitree G1 has cumulatively rolled off the production line at about 10,000 to 20,000 units.
#Industry news#Embodied AI#Agents
WebSocket support in Vercel Functions is now generally available. Vercel now serves 15 million WebSocket connections a day across AI chat, streaming, and realtime multiplayer apps. https://t.co/VoeignmMOX
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From October 23 to 25, the 2026 Global Developer Pioneer Conference and International Embodied Intelligence Skills Competition was held at the Shanghai Zhangjiang Science Hall, with real-world tracks including substation inspection, quality inspection, supermarket retail, emergency search and rescue, and elderly care and wellness. The event collected more than 1,200 real business scenario requirements from across the country, of which inspection-related ones accounted for about one quarter, forming 9 major scenarios and 23 competition events. Compared with last year, this year's tasks shifted from standalone action demonstrations to multi-step continuous tasks; for example, the quality inspection track required completing tablet weighing, loading test tubes, operating a centrifuge, and generating an inspection report, while the supermarket track required picking, stocktaking, barcode scanning, and dynamic replenishment.
#Industry news#Embodied AI
According to Shanghai Securities News, DeepSeek plans to raise about RMB 100 billion (about USD 15 billion) in its latest funding round, with Tencent and CATL as the largest investors in this round, and the deal is expected to be officially completed within the next few days. Sources said the fundraising target was initially RMB 50 billion and was raised through multiple rounds to about RMB 100 billion; the final amount is still not fully determined, and the funds will be used for model training, computing power construction and talent recruitment. DeepSeek, Tencent and other relevant investors have not publicly responded. Yicai reporters confirmed after cross-verification that the report is accurate, and some sources believe this funding round will pave the way for the company's planned STAR Market IPO.
#Industry news#DeepSeek
Since October, multiple stocks involved in the short drama business, including Decai Group, Ciwen Media, Nanwei Software, H&R Century, and Duiba, have hit the daily limit up. Several companies subsequently announced that their short drama business has not yet formed large-scale revenue or has limited contribution to performance. Nanwei Software was issued a regulatory warning by the Shanghai Stock Exchange for inaccurate and incomplete information disclosure regarding AI short dramas and other matters, and its stock price fell 10.02% on October 22. A DataEye report shows that in the first half of the year, the number of domestic AI short drama users exceeded 600 million, and the full-year market size is expected to exceed 40 billion yuan. However, among approximately 221,900 new titles on Douyin, only 1,055 surpassed 100 million views, a rate of 0.47%.
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PHP has been found to contain two critical vulnerabilities rated 9.2, CVE-2026-109618 and CVE-2026-109619. OpenAI confirmed that the security firm Calif used GPT-5.6 Sol to discover the related vulnerabilities, and Wiz Research also independently discovered and reported the issues. Vulnerability details leaked before the patch was released; an attack demonstration video mistakenly sent by the security firm Calif was circulated, and Chainguard released build images containing the fix ahead of time. The PHP Foundation stated that clues for CVE-2026-109618 first appeared in an external security audit in 2024, and that remediation was delayed due to costs such as compatibility and coordination with third-party extensions.
#Safety / alignment#OpenAI#Google
OpenAI and Google Cloud officially announce partnership: GPT-6 Astra, GPT-6.1 Sol, GPT-6 Luna and Codex will launch on Google Cloud; the first batch of models has opened private preview to some enterprise customers, with a general availability plan to be introduced in the coming weeks. Enterprises can call these models via the Google Cloud API and purchase them on Google Cloud Marketplace using cloud account balances, with costs consolidated into a single bill. Following Azure and AWS, OpenAI has now completed the set of the three major US cloud vendors; Microsoft remains its primary cloud partner, and OpenAI products land on Azure first.
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On October 22, market sources said that DeepSeek plans to raise about 100 billion yuan (about $15 billion) in its latest funding round, with Tencent and CATL as the largest investors in this round. The deal is expected to be officially completed within the next few days, and DeepSeek, Tencent, and other investors have not publicly responded. Sources said the fundraising target was initially 50 billion yuan and was raised multiple times to about 100 billion yuan; the final amount is still not fully determined, and the funds will continue to be used for model training, computing power construction, and talent recruitment. In June this year, DeepSeek completed its first funding round of about 51 billion yuan, of which Liang Wenfeng personally contributed about 20 billion yuan, Tencent about 10 billion yuan, and the CATL system about 5 billion yuan.
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Independent directors of Tesla and SpaceX have formed a special committee to discuss a possible merger of the two companies, and Musk said the two sides have not reached any agreement on the terms of a deal. The combined entity would have a market value of about $3.5 trillion, with SpaceX at about $2 trillion and Tesla at nearly $1.5 trillion, and Musk would hold about one-third. Musk mentioned that the two sides could collaborate on AI software, chip design, robotics, connectivity technology, and the jointly built Terafab chip factory; SpaceX this week reported its first operating profit since going public, with third-quarter revenue up 161% to $14.58 billion, and AI business revenue nearly tripling from the second-quarter level to $7.56 billion, surpassing Starlink's $5.25 billion for the first time.
#Industry news#OpenAI#Anthropic
In its keynote at GTC Berlin on October 21, NVIDIA unveiled Vera Rubin, the DSX Pod containerized AI factory, the Open Shell agent security runtime and the Agile 1S open-source humanoid robot reference platform, and announced that its cumulative investment and commitments in Europe approach $10 billion. The DSX Pod is claimed to compress the traditional data center installation cycle of up to six months down to 14 days, using 45-degree Celsius warm-water closed-loop cooling to achieve zero water usage. Open Shell is open-sourced under the Apache 2 license, and more than 100 organizations had already onboarded at launch; AI factory stacks from Dell, HPE, SUSE and others have already adopted it.
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At the 2026 Unitree Technology World Physical AI Conference, founder Wang Xingxing used a 36-minute speech to urge people to believe in AI, saying that the information world has been completely breached by current model capabilities. He compressed the expected ChatGPT moment for embodied intelligence from the 2 to 3 years and 5 to 10 years he cited in August down to 1 to 2 years, and said that if things go fast, next year a robot will be able to tidy up an unfamiliar room on a single command. He mentioned that cumulative G1 units off the line reached about 10,000 to 20,000, that H2-X battery life increased from about 3 hours to about 8 hours, that Unitree will develop its own models while also cooperating with large-model companies at home and abroad, and that it ranks large-scale hardware manufacturing first, believing that widespread adoption requires at least an annual production of ten million units.
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