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Tuesday130 items

  1. Jiwei.com
    AI score85

    Anthropic's third-quarter revenue neared $17 billion, 12 times the same period last year

    Anthropic PBC's third-quarter revenue approached $17 billion, roughly 12 times the same period last year. The net loss for the three months ended September 30 was $23.3 billion, compared with $12.1 billion a year earlier, while operating expenses rose to $17.5 billion, up 292% year over year. The company currently has $895 billion in committed spending, the vast majority of which is related to computing power and infrastructure, with about $448 billion expected to be incurred by the end of 2030.

    Same story · 5 reports

    #Industry news#Anthropic

  2. Semiconductor Industry Observer
    AI score56

    Report says global graphics card prices rose 35% in three months, RTX 5090 US price 370% higher than launch

    A fourth-quarter GPU price report shows that global graphics card prices have cumulatively risen about 35% over the past three months, with a further 11% increase in October alone, covering 10 markets including the United States, Germany, and the United Kingdom. The lowest selling price of Nvidia's RTX 5090 in the US market reached $9,400, 370% higher than its $1,999 launch price, with a global average premium of 262%. The price increases have spread to the RTX 5080, RTX 5070, and AMD and Intel products, and the report lists tightening memory supply and demand from AI workloads as important background.

    #Industry news#English text is being prepared.

  3. Caixin
    AI score69

    Marvell plans to acquire Lumentum in a $115 billion all-stock deal

    Marvell announced it will acquire optical communications vendor Lumentum in an all-stock transaction valued at approximately $115 billion, a 23.9% premium to the October 28 closing price, with the deal expected to close in the first half of 2028. After the transaction is completed, Lumentum shareholders will hold approximately 33% of the combined company and Marvell shareholders approximately 67%, with Marvell Chairman and CEO Matt Murphy continuing to lead the combined company. On the day the news was announced, Marvell's stock fell about 13% and Lumentum's fell about 19%.

    Same story · 9 reports

    #Industry news#English text is being prepared.

  4. Yicai
    AI score55

    NDRC's Wang Ruomeng responds to AI's employment impact, proposing monitoring and early-warning and social security linkage measures

    Wang Ruomeng, deputy director of the Department of Innovation and High-Tech Development at the National Development and Reform Commission, said at a press conference that the commission will closely monitor the impact of artificial intelligence on employment structure, promote the inclusion of new occupations such as model trainers and data annotators in the national occupational classification system, and strengthen monitoring and early warning of job displacement risks. The General Office of the State Council recently issued the Opinions on Adapting to the Development of Artificial Intelligence Technology to Help Build an Employment-Friendly Development Model, proposing to enhance the positive effect of AI in creating jobs and mitigate the impact of job displacement. Wang Ruomeng also mentioned that, in response to issues such as algorithmic discrimination, deepfakes, and privacy leaks, technical means will be used to enhance the ability to trace the sources of abusive behavior.

    Same story · 6 reports

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

  5. East Money
    AI score58

    White House National Economic Council Director Hassett responds to tech stock plunge: The AI industry has ample cash, and there is no risk of a broad sell-off

    White House National Economic Council Director Kevin Hassett responded to the recent tech stock plunge, saying that this adjustment does not mean the AI industry faces the risk of a broad sell-off, that funds within the industry ecosystem remain ample, and that companies with strong financial strength can step in to acquire or provide funding support when enterprises run into trouble. He acknowledged that some companies carrying huge debts are worth watching, but believes that a market pullback after a strong rally is normal. The article also points out that AI industry financing is increasingly reliant on debt, with AI-related debt issuance expected to exceed $600 billion by 2026, about 10 times that of 2024, and that yields on some bonds and loans related to data centers and chip manufacturing have risen to double digits.

    Same story · 3 reports

    #Industry news#OpenAI

  6. QbitAI
    AI score62

    Anthropic Updates Prospectus: Warns Next-Generation Model Nearing RSI Threshold

    Anthropic updated its prospectus and disclosed financial data for the third quarter of 2026, noting on page 29 that its next-generation model may be about to reach the "dramatic AI-driven acceleration in progress" threshold defined in the Responsible Scaling Policy, and stating that much of the evidence for measuring R&D acceleration is a lagging indicator. The prospectus also disclosed a compute procurement bill of $895.4 billion, with suppliers including Amazon, Google, SpaceX, and several compute rental upstarts. Estimated on an annualized revenue run-rate basis, Anthropic's monthly net new revenue fell from about $760 million in Q2 to about $580 million in Q3, a slowdown in growth.

    Same story · 21 reports

    #Industry news#Safety / alignment#Anthropic

  7. East Money
    AI score67

    Anthropic Prospectus Discloses Models Already Close to Having RSI Capabilities

    In the risk factors section of its amended S-1A filing, Anthropic said that internal evaluations of future models indicate the company may soon reach the definition of "significant acceleration in AI-driven development" in its Responsible Scaling Policy, but it has not yet classified any current model as exceeding that threshold. The filing also noted that the company has used AI to develop new models, yet did not at the time perceive any leap in these models' capabilities, and it committed to continuing to keep humans involved in R&D for the foreseeable future, while considering updating the RSP to ensure humans always remain in control of frontier model development.

    Same story · 6 reports

    #Industry news#Safety / alignment#Anthropic

  8. 36Kr · AI
    AI score52

    Cheng Yuan, Associate Professor at Shanghai Jiao Tong University, Founds Zhizi Guangyuan, Securing 5 Consecutive Seed Rounds in Half a Year

    Optical computing chip company Zhizi Guangyuan has completed a seed round of funding in the hundreds of millions of yuan, having consecutively completed 5 seed funding rounds since its founding. Investors include Haitong International Innovation Center, Yunqi Partners, Guotai Haitong, K2VC, Atom Ventures, Tongxin Capital, and the Shanghai Jiao Tong University AI Future Fund. Founded in May 2026, the company focuses on reconfigurable all-optical computing architecture and photonic processors, and plans a server-side optoelectronic accelerator board, Zhulong OPU-08 (256×256 compute core, 150TOPS), and an on-device optical computing chip, Xuanjian TOCU-07 (128×128 compute core, 100TOPS). The first versions of both chips have been sent for tape-out, with deployable products planned for launch successively over the next six months. Founder Cheng Yuan is an associate professor at the School of Artificial Intelligence at Shanghai Jiao Tong University, and the team numbers nearly 50 people.

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

  9. 36Kr · AI
    AI score73

    Anthropic returned to an operating loss in the third quarter, with total computing power commitments of about $895.4 billion

    Anthropic submitted a revised prospectus to the SEC, disclosing revenue of about $17 billion for the third fiscal quarter of fiscal year 2026, up about 47% quarter-over-quarter, but recording an operating loss of $567 million, after achieving its first operating profit of $974 million in the previous quarter. The swing to a loss was mainly due to temporarily purchasing an additional $5 billion in short-term computing power as demand exceeded expectations, with computing power and infrastructure spending rising 77% quarter-over-quarter to $9.9 billion. The revised filing also disclosed for the first time total purchase and lease commitments of about $895.4 billion, almost entirely for computing power and data centers, with payment periods extending to 2045.

    Same story · 21 reports

    #Industry news#OpenAI#Anthropic

  11. Yicai
    AI score80

    Anthropic Updates Prospectus: First Three Quarters Revenue $33.242 Billion, Swings from Profit to Loss, Valuation Expectations Lowered

    Anthropic's latest revised IPO prospectus discloses that the company's revenue for the first three quarters was $33.242 billion, up 1206% year-over-year, but third-quarter revenue growth slowed sequentially from 144% to 47%, and its operating results swung from profit to loss on a GAAP basis, with a third-quarter operating loss of $567 million. The company also disclosed approximately $895.4 billion in computing power and infrastructure purchase and lease commitments, and for the first time warned that future models may soon reach the risk threshold in its RSP for "AI significantly accelerating progress." Market sources say some investors are currently considering a valuation of about $1.5 trillion, lower than the previous expectation of about $2 trillion.

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

  12. Yicai
    AI score56

    Universities including USTC, BUPT, and Tongji are distributing free tokens and computing power accounts to faculty and students

    Multiple universities have begun distributing free tokens to students: the University of Science and Technology of China launched the "Token Plan" in the middle of the year, providing 100 million tokens per person per day, with access to models such as DeepSeek-V4, GLM5.2, and the Qwen series; Beijing University of Posts and Telecommunications launched the "Computing Power for Everyone" platform in September, opening free computing power accounts for nearly 10,000 new students and integrating more than 10 large models and agents; Tongji University launched an artificial intelligence service platform on October 26, distributing 1,000 points (equivalent to 100 million tokens) to faculty and students each week. Xue Lan, Dean of Tsinghua University's Schwarzman College, said at the University of Hong Kong's Outstanding Talent Forum that computing power platforms, large model data centers, intelligent tutors, and high-performance networks may become important infrastructure for universities in the future.

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

  13. Unite.AI
    AI score65

    Marvell Plans to Acquire Lumentum in $115 Billion All-Stock Deal

    Marvell and Lumentum announced on November 2, 2026 that they had reached a definitive agreement under which Marvell will acquire Lumentum in an all-stock transaction with an implied enterprise value of $115 billion, with each share of Lumentum common stock to be exchanged for 4.500 shares of Marvell common stock, implying approximately $1,132 per share and a premium of approximately 23.9%. The combined company will integrate electrical and optical interconnect technologies, covering connectivity from data centers to inside advanced packaging, and the two sides expect the combined total addressable market to expand to $550 billion. The transaction is expected to close in the first half of 2028, subject to approval by both companies' shareholders and regulators, and Marvell will be required to pay a $5.8 billion termination fee if it terminates the deal under specified circumstances.

    Same story · 9 reports

    #Industry news#English text is being prepared.

  14. Unite.AI
    AI score60

    New York Times and Other Publishers Sue Brave, Alleging Its AI Search Copies News Content

    The New York Times Company filed a federal lawsuit against Brave Software on November 2, 2026, alleging that it copied and distributed news content without authorization through its search index, AI services, and browser; the publishers of the New York Daily News, the Chicago Tribune, and the Orlando Sentinel filed a separate lawsuit in the Southern District of New York the same day. The two complaints state that Brave's index contains more than 30 billion web pages, that Ask Brave feeds content into large language models via RAG, and that testing produced cases including a verbatim return of more than 400 words and the API's LLM Context endpoint returning 1,291 of 1,295 words as original text; they also allege that the browser's "Paywall blocker" setting can display paid articles and replace publishers' ads with Brave Ads. The publishers seek statutory and actual damages, disgorgement of profits, attorneys' fees, and a permanent injunction, and demand a jury trial.

    Same story · 5 reports

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

  15. Unite.AI
    AI score65

    Salesforce Signs Agreement to Acquire Cresta, Bringing Voice Customer Service AI into Service Cloud

    On November 2, 2026, Salesforce announced it had signed a definitive agreement to acquire Cresta; the transaction is expected to close in the first quarter of Salesforce's fiscal year 2028 and remains subject to regulatory approval. Cresta's platform includes voice agents, real-time assistance for human agents, and conversation analytics, and enterprises such as Marriott, Comcast, and Alaska Airlines are already using it. Salesforce said that after the acquisition closes, Cresta will continue to support customers' existing contact center and telephony platforms.

    Same story · 2 reports

    #Industry news#Speech#Agents

  16. Intelligent Manufacturing Network
    AI score52

    GenRobot Completes $100 Million Series A+ Financing in Q3

    GenRobot announced that it completed a $100 million Series A+ financing round in the third quarter of this year, with investors including SAIC Motor, Baidu Group, Shoucheng Holdings, Guanghe Ventures, and CITIC Jinshi Investment. Founded in May 2025, the company takes a bodyless approach, using self-developed wearable devices to collect human operation data, and its effective data delivery volume in a single quarter has risen from 100,000 hours to 1 million hours. To date, it has completed 8 financing rounds in a year and a half, with cumulative financing exceeding $300 million.

    Same story · 3 reports

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

  17. The Elec
    AI score77

    Malicious extension disguised as Claude Code spreads in Cursor marketplace, potentially affecting up to 5,000 developers

    On October 29, a malicious plugin disguised as an Anthropic Claude Code extension was uploaded to the Cursor marketplace, listed under the names Anthropic.claude-code v2.1.312 and v2.1.313 for about 11 hours, affecting up to 5,000 developers according to The Register. The plugin writes the attacker's SSH public key and achieves persistence across reboots via macOS LaunchAgents, Windows Task Scheduler, or Linux Cron, and also collects hostnames, usernames, Git emails, public IPs, and environment variable names. Cursor has taken down the malicious versions, suspended the entire VS Code extension marketplace, and rotated keys; Anthropic said the incident was not caused by a compromise of its systems or employee computers.

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

  18. The Guardian Technology
    AI score60

    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.

    #Safety / alignment#Industry news#English text is being prepared.

  19. Caixin
    AI score52

    Anthropic Updates Prospectus: Q3 Revenue $16.96 Billion, Compute Spending Commitments Near $900 Billion

    Anthropic updated its IPO prospectus on November 2, disclosing Q3 revenue of $16.96 billion, up 47% quarter-over-quarter but below Q2's 144%; an operating loss of $567 million, compared with a profit of $974 million in Q2, mainly due to rising short-term compute procurement costs. Q3 net loss was $23.29 billion, mainly involving non-cash accounting charges arising from changes in the valuation of convertible notes. The company disclosed total procurement and lease commitments related to compute and infrastructure of approximately $895.4 billion, of which about $69.8 billion will come due within one year.

    Same story · 21 reports

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

  20. IT Home · Artificial Intelligence
    AI score53

    OpenAI GPT-6.2 Astra Suspected of Staged Rollout Testing; Codex Usage Statistics Now Listed Separately

    In the usage statistics of some Codex users, an independent model identifier "gpt-6.2-astra" has appeared; for some accounts, the share of calls reached 19.8%, and the related records mainly appeared on October 31. OpenAI's official API model catalog, changelog, and public announcements have neither confirmed this model nor announced a release date. TestingCatalog believes this may be a staged rollout test or an A/B test, and other users have reported that GPT-6 Astra quota is consumed faster.

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