AI security company Calif used GPT-5.6 Sol to discover a critical PHP vulnerability affecting about 70% of websites
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Anthropic is a Public Benefit Corporation. Today, we’re publishing our annual Public Benefit Report. This report shares our five pillars and takes stock of the actions we’re taking to advance them. Read the full report at this page: https://t.co/MTCgtzCoPH
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Today we launch SGLang-TorchTPU, built with @Google TPU team and Meta @PyTorch team. We’re excited to see it powering production inference at Meta! SGLang-TorchTPU is a TPU plugin for SGLang that brings: - Top open models on TPU: Muse Spark Open, GLM-5.3 Flash, Kimi K3, Ling 3.1 Flash, MiniMax H3 - SGLang’s production features for large agentic workloads - Custom MegaKernel: Muse Spark Open hits 770 tok/s decode at bs=1 on InferenceX 8K/1K SGLang-TorchTPU is available now: https://t.co/ix02YggKGG
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After Nvidia's GTC Berlin conference, the Goldman Sachs research team published a report outlining the core messages of Jensen Huang's keynote: Nvidia introduced the DSX POD modular data center solution, which can compress deployment cycles from months to two weeks, with launch expected in early 2027; capacity at three substrate suppliers—Ibiden, SEMCO and Unimicron—will expand 2.5-fold, and CoWoS packaging will expand 3-fold. Nvidia also released the OpenShell reference architecture, which enforces permission policies outside the agent via hardware triggers, and disclosed that physical AI revenue reached $11 billion in the first half of FY27, about 30% higher than all of FY26. Goldman Sachs maintains its Buy rating and 12-month price target of $300.
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Reuters, citing Tesla's third-quarter financial report, reported that Tesla's capital expenditure for the quarter was $4.73 billion, below market expectations of about $7.7 billion to $7.95 billion, and that it lowered its full-year 2026 capital expenditure target from more than $25 billion to about $20 billion, a reduction of about 20%. On the earnings call, Musk acknowledged that Optimus still faces challenges including the supply chain, training data, and robotic hand design, and that the related issues may not be resolved until the end of 2027, after which it will take about another year to deliver to customers.
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According to Yahoo Finance, citing three people familiar with the matter, Anthropic may publicly file its S-1 prospectus as early as this Friday, a key step toward what could become the largest IPO in history. In June of this year, Anthropic had already confidentially filed a draft IPO application, and Wall Street expects it could raise up to $100 billion at a valuation of as much as $2 trillion. In the first half of this year, Anthropic's revenue was $16.3 billion, with a net loss exceeding $80 billion; other reports say its third-quarter revenue reached $16.8 billion, and it was profitable on an adjusted basis.
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Cybersecurity company Calif used OpenAI's GPT-5.6 Sol to discover two critical vulnerabilities in PHP. OpenAI says 70% of websites worldwide may be affected, and the cybersecurity division of the U.S. National Security Agency recommends that websites using PHP go offline or update their software. OpenAI President Greg Brockman said attackers could exploit the vulnerabilities to steal users' private data or tamper with websites, and Cloudflare CTO Dane Knecht said early attacks have already occurred. The vulnerabilities were first discovered by Calif and independently reproduced by Wiz; both companies are part of the OpenAI-led Patch the Planet initiative. Microsoft engineer Nicolas Bustamante noted that the vulnerabilities were discovered using an older model and expressed concern that newer models will expose more vulnerabilities.
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Meta's third-quarter capital expenditure was $34.91 billion, up from $31.08 billion in the second quarter, and it narrowed its full-year 2026 capital expenditure forecast to $135 billion to $145 billion. The company also disclosed that its AI assistant Muse has more than 2 million daily active users and 3 million downloads; Zuckerberg said Muse uses a model of offering a large number of tokens for free and later taking a small fee from transactions.
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Meta CEO Zuckerberg said on the third-quarter earnings call that Muse has attracted more than 10 million users in the U.S. and Canada since launching in September, with shopping being the most common use case. More than a quarter of Muse users have completed purchases through the app, with an average order value of over $200; CFO Susan Li said users also commonly connect it to email and calendars for personal productivity management. Zuckerberg said Muse will launch on Meta smart glasses next month, and the company plans to monetize through commerce tools that take a cut of transactions, while most users will still use it for free.
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OpenAI is advancing roughly $30 billion in fundraising with a target valuation above $1.4 trillion, seeking to lock in investor commitments before Anthropic's IPO, which is expected to launch in November. Anthropic's draft prospectus shows revenue of $16.3 billion and a net loss of $80.7 billion for the first half of 2026, of which about $72 billion comes from accounting charges related to changes in the valuation of financing instruments such as convertible notes; its existing compute-related commitments already exceed $600 billion. Since October, AI-related stocks have come under pressure, with SOXX down about 16.15% from October 2, as the market begins to reassess the payback period for massive capital expenditures.
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Incomplete statistics from Yicai show that in the third quarter of this year, at least 185 financing events occurred in the embodied intelligence field, with a total financing amount of 33.335 billion yuan, lower than the level of about 46.75 billion yuan per quarter in the first half of the year. Investors interviewed said that capital is shifting from casting a wide net to top hardcore teams, and that when institutions screen projects, they place more emphasis on real orders and how long the funds on the books can sustain operations, rather than demos and PPT presentations. Industry figures believe the sector is currently in a stage of value regression and bubble clearing, and that the financing channels for small and medium-sized projects lacking sustained cash-generating capability are narrowing.
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PHP developers discovered two critical vulnerabilities and urged users to update as soon as patches are released; government websites in many parts of the world were taken offline on Wednesday as a precaution. The Port of Rotterdam in the Netherlands, the government portal Overheid.nl, the national football association KNVB, and the websites of five major political parties were taken offline; Denmark's Kombit shut down services including the national school communication platform; Finland's state-owned IT service provider Valtori took government public network services offline; and France's Ministry of the Interior temporarily shut down local government administrative websites. According to W3Techs data, PHP runs about 75% of websites whose programming language can be identified; security experts warn that the surge in AI-assisted hacking activity could amplify this threat, and Cloudflare said it is updating firewall rules as an interim measure.
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On October 20, Foreign Ministry spokesperson Mao Ning responded to the U.S. government's request that its agencies stop using Chinese AI tools such as DeepSeek, stating that China opposes overgeneralizing the concept of national security and politicizing science, technology, and economic and trade issues, and will resolutely safeguard the legitimate rights and interests of Chinese enterprises. Previously, the U.S. Department of Homeland Security issued regulations prohibiting the use of the entire DeepSeek product line in federal civilian department IT systems, requiring the deletion of related products, development outputs, and third-party derivative products, and banning subsequent procurement.
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The Ministry of Industry and Information Technology (MIIT) is studying and drafting policy measures related to a new generation of smart manufacturing, with a focus on four areas: tiered cultivation of smart factories, innovation in smart equipment, breakthroughs in and promotion of smart technologies, and international cooperation. In terms of smart technology breakthroughs, the MIIT will carry out a "modulus resonance" initiative around scenarios such as intelligent production scheduling, parameter tuning, defect detection, and equipment operation and maintenance, and will steadily carry out R&D and application validation of industrial agents, promoting each one as it matures. Previously, the State Council and eight departments including the MIIT proposed that by 2027 the penetration rate of applications such as agents should exceed 70% and that 1,000 high-level industrial agents should be launched; Haitong International Securities said that the current industrial AI adoption rate is 15.5% for large enterprises and only 5.4% for small enterprises.
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According to Amazon internal documents and employee meeting recordings obtained by Business Insider, AWS is storing Nvidia GB300 racks in intermediate warehouses because its target data centers lack sufficient power. Internal emails show that Amazon expected to receive about $5 billion of GB300 racks in August, and about $3 billion per month thereafter; AWS Chief Financial Officer John Felton confirmed at an internal meeting in September that the company's free cash flow is expected to remain negative for the next several years. The report says Amazon has launched an Early Rack Receipt process to take ownership of racks before they arrive at data centers, while idle chips cannot generate compute, keeping GPU rental prices high.
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Research teams from OpenAI, Wiz and Calif used AI to discover and address a set of critical vulnerabilities named PHP2Shell, which they say could affect 70% of the internet. The research used Google's Gemini 4 Argon, Wiz Atlas and OpenAI's GPT-5.6 Sol; the vulnerabilities were discovered at the end of August and made public on Wednesday after the PHP Foundation released patches. Wiz researchers said that with frontier AI models and the right tools, a single researcher completed in one week work that previously took world-class teams months, and compared the issue to Heartbleed in 2014.
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Siemens and NVIDIA have unveiled their first batch of AI manufacturing solutions at the Erlangen electronics plant in Germany, fully virtualizing the production preparation process, cutting engineering investment for PCB assemblies by up to 85% and shortening time-to-market by as much as 40%. The plant has also introduced AI agents to assist production planning, automatically generating multiple scenarios and validating them with digital twins, enabling cost savings of up to 20%. The solutions integrate the NVIDIA Cosmos world model, the Factory Operations Blueprint and the Omniverse libraries, and the two companies say more applications will be rolled out in the coming months.
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The draft S-1 prospectus for Anthropic, exclusively published by WSJ, shows revenue of $16.3 billion for the first half of the year ended June 30, 2026, and a GAAP net loss of $80.7 billion, of which about $72 billion came from fair value changes in instruments such as convertible notes; excluding that, the ordinary loss was about $8.7 billion. The prospectus also discloses total future infrastructure commitments exceeding $600 billion, and with an additional $150 billion in new deals under negotiation, the potential compute bill could reach as high as $750 billion, of which about $450 billion is irrevocable cloud computing purchase agreements. The filing also flags risks such as Claude potentially exhibiting self-preservation tendencies, and discloses that CEO Dario Amodei and President Daniela Amodei had base salaries of about $655,000 in 2025.
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OpenAI will let developers use its models through Google Cloud. Within the coming weeks, GPT products will enter Google Cloud's Model Garden and the Antigravity coding tool, meaning its models will cover the three major cloud infrastructure providers: Google, Microsoft and Amazon. Previously, Microsoft no longer held an exclusive license to OpenAI's intellectual property, and Amazon subsequently announced plans to host OpenAI models. Google Cloud's annualized revenue growth rate rose from 63% in the first quarter to about 82% in the second quarter.
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