NAll news

Tuesday130 items

  1. Electronic Technology Application
    AI score66

    China Mobile and China Telecom Participate in DeepSeek's Second Round of 105.5 Billion Yuan Financing

    The Information disclosed that DeepSeek's second financing round was 105.5 billion yuan, with a post-investment valuation of 615.5 billion yuan. Among nearly 30 investors, China Mobile plans to contribute 8 billion yuan, and China Telecom is also on the list. In this round, state-owned capital accounted for about 27%, compared with only 2% in the first round. DeepSeek required interested parties to explain in writing the data support and business synergies they could provide, while the operators used intelligent computing scale and model delivery capabilities as their bargaining chips.

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

  2. Application of Electronic Technique
    AI score58

    Meta and Fourier developed the humanoid robot prototype Max in three months of collaboration

    The Information, citing people familiar with the matter, reported that Meta has collaborated with the Shanghai robotics company Fourier to develop, in just three months, a humanoid robot prototype internally codenamed Max, approximately 1.5 meters tall and about 48 kilograms in weight, with a computing platform equipped with NVIDIA Jetson Thor. The two parties, building on Fourier's hardware accumulated over its first three generations, adjusted the body proportions, head structure, and cameras, and added a robotic hand and shoe structures; in September they also launched the Max 2 project, planning to redesign the torso, strengthen the robotic hand's manipulation, and add sensors to support going up and down stairs. Meta stated that the collaboration mainly focuses on internal research and experimentation, and that there are currently no plans to sell these prototypes.

    Same story · 8 reports

    #Industry news#Embodied AI#Meta

  3. Cailian Press
    AI score53

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

    White House National Economic Council Director Kevin Hassett, responding to the recent plunge in technology stocks, said that this adjustment does not mean the AI industry faces the risk of a broad sell-off, and that capital within the industry ecosystem remains ample. He acknowledged that some companies may carry huge debts that warrant attention, but said that financially strong companies in the industry hold equity and debt in the relevant companies and can step in to acquire them or provide funding support when enterprises run into trouble. 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 data center- and chip manufacturing-related bonds and loans have risen to double digits.

    Same story · 3 reports

    #Industry news#OpenAI

  4. East Money
    AI score73

    Investors suggest Anthropic set IPO valuation at $1.5 trillion to $1.6 trillion

    People familiar with the matter said institutional investors planning to participate in Anthropic's IPO have told the company and its advisers that the valuation should be set at around $1.5 trillion to $1.6 trillion, far below the nearly $2 trillion previously rumored in the market. Investors' concerns include heightened market volatility, overly concentrated investment in the AI sector, political resistance to data center construction, and uncertainty over when hyperscalers such as Amazon and Meta will realize AI profits. Anthropic disclosed in an updated filing that revenue for the three months ended September 30 was $17 billion, up from $11.6 billion in the previous quarter, but it recorded an operating loss of $567 million in the quarter, after posting its first operating profit of $974 million in the prior quarter.

    #Industry news#Anthropic

  5. Phoenix Technology
    AI score58

    Anthropic's per-employee monthly cost exceeds $100,000; S-1 discloses $1.7 billion in personnel spending for the third quarter

    Anthropic's revised S-1 IPO filing shows that personnel costs for 5,300 employees in the third quarter exceeded $1.7 billion, with a per-capita cost of more than $322,000 over three months, including $1.1 billion in share-based compensation expenses. Personnel costs for the first nine months of 2026 totaled $4.8 billion, accounting for only 15% of total revenue, whereas in 2023 this spending was more than twice revenue. The filing also states that Anthropic generates $6.6 million in revenue per employee per year, compared with estimated figures of $3.2 million for Meta and $2.5 million for Google.

    Same story · 21 reports

    #Industry news#Anthropic

  6. Sina Tech
    AI score63

    Altman Previews Next-Generation GPT: 10,000 Agents Collaborate to Crack the Navier–Stokes Problem

    At the ADIPEC 2026 energy conference in Abu Dhabi, Sam Altman disclosed that the Navier–Stokes mathematical breakthrough previously announced by OpenAI was accomplished by 10,000 Agents driven by the upcoming next-generation GPT, which worked collaboratively for about 4 consecutive days with no hierarchy and no unified leader. OpenAI said the experiment started on September 1, with the Agent scale eventually reaching about 10,000; in about 88 hours they exchanged 2.7 million messages and generated about 130 billion Tokens, after which GPT-6 Astra used 17 hours to complete the formalization and verification through Lean. Altman said the research cost about $10 million, and he expects it could be redone at about one percent of the cost by September 2027, but he did not disclose the model name or release date of the next-generation GPT.

    Same story · 4 reports

    #Industry news#Agents#OpenAI

  7. Beijing News
    AI score65

    Beijing News investigation: AI used to mass-forge celebrity family members for product sales of Wuhai powder

    A Beijing News Shell Finance investigation found that a batch of AI-generated videos on social platforms, in which people claim to be Feng Gong's ex-wife, Liu Huan's partner Lu Lu, or Zhao Lirong's son Sheng Fuchun, are actually promoting Huangjing Wuhai powder. The product's factory price is about 5 to 6 yuan per box, while the sales links price it at about 30 yuan. One account operator said that after paying 998 yuan to join, the team teaches members to mass-generate AI videos, and claimed that working part-time for half a month earned more than 1,800 yuan, with commissions reaching 68%. Lawyers said consumers can assert their rights by naming the AI video producers, operators, product suppliers and platforms as co-defendants.

    Same story · 2 reports

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

  8. Rohan Paul
    AI score66

    OpenAI launches Grid Protectors program, data centers reduce power when the grid is overloaded

    OpenAI says its future data centers will reduce electricity use when the local grid is overloaded, with the first project landing in Georgia under a program called Grid Protectors. Under the first agreement, Georgia Power can cut up to 1,000MW from OpenAI's planned Effingham County campus during peak demand periods such as heat waves, and the company estimates this amount of power could serve the daily electricity needs of about 700,000 households. Even at the maximum reduction, the data center will still consume about 2,200MW, because the reduction covers only 1,000MW of its roughly 3,200MW demand. OpenAI believes large, stable customers help spread the fixed costs of power lines.

    Same story · 5 reports

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

  9. Yicai
    AI score53

    Altman successively visits South Korea and the UAE, OpenAI signs multiple cooperation deals on chips and AI applications

    OpenAI CEO Altman recently visited South Korea and the UAE in succession. On October 31, he exchanged views with about 50 executives from the Samsung Group and met with SK Group Chairman Chey Tae-won, and on November 2 he witnessed in Abu Dhabi the signing of four cooperation agreements between OpenAI and local institutions. The four agreements respectively cover ADNOC and Inception42's energy business, the Abu Dhabi government's "machine-readable government" project, Mubadala's investment analysis, and a five-year enterprise-level AI promotion cooperation between Inception42 and OpenAI; none of them disclosed the contract amounts. The South Korea trip continues the earlier cooperation between OpenAI and Samsung and SK around Stargate's memory chip supply and AI data centers, with HBM supply being a key focus.

    Same story · 6 reports

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

  10. Cailian Press
    AI score67

    Grok Bot user quotas exhausted early; Musk says service costs are too high to sustain

    Responding to complaints that Grok Bot user quotas were exhausted early, Musk said the service's costs are too high relative to revenue and unsustainable. Grok Bot is an AI agent launched by SpaceX in August this year, offering tiers from a free version to a $200-per-month plan, with each tier subject to a weekly reset limit; its daily active users grew from fewer than 100,000 in early September to more than 600,000 by October 26.

    Same story · 4 reports

    #Industry news#Agents#OpenAI

  11. East Money
    AI score53

    Grok Bot users report quotas running out early; Musk says service costs are too high to sustain

    Musk responded on X to complaints from Grok Bot users that their quotas were running out early, saying the product's service costs are too high relative to revenue and unsustainable. Multiple subscribers reported that weekly quotas are being consumed noticeably faster, with some using up their quota with 4 days still left before the reset. Grok Bot is an AI agent launched by SpaceX in August this year, offering tiers ranging from a free version to a $200-per-month plan, with each tier having usage limits that reset weekly; reports say its daily active users have grown from fewer than 100,000 in early September to more than 600,000 as of October 26.

    Same story · 4 reports

    #Industry news#Agents#xAI

  12. Rohan Paul
    AI score87

    Anthropic's revised IPO filing discloses up to $1.07 trillion in compute commitments

    Anthropic's revised IPO filing lists $895.4 billion in compute commitments, with another up to $175 billion not yet priced, for a combined total of up to about $1.07 trillion—roughly 32 times its $33.2 billion in revenue as of September. These payments extend through 2045, with $69.8 billion due within one year, while the company holds $131.9 billion in cash and short-term investments. Quarter-over-quarter growth slowed from 144% to 47%, revenue reached $17 billion, and compute costs rose to 58% of sales.

    Same story · 21 reports

    #Industry news#Anthropic#OpenAI

  13. 36Kr · AI
    AI score57

    Anthropic Updates Prospectus: Admits It Previously Failed to Timely Identify AI R&D Acceleration, and Bans Claude from Fully Autonomously Designing Next-Generation Models

    Anthropic submitted an updated prospectus (S-1/A) to the U.S. SEC, changing the first version's "may be unable to identify before R&D significantly accelerates" to "has previously failed to identify," acknowledging that AI R&D acceleration has already genuinely occurred internally. The filing discloses that by September of this year, more than 90% of code in the internal codebase was generated by Claude, the average daily code commits per engineer rose from 35 times the 2024 average to more than 45 times, and internal spending on calling Claude, at public list prices, grew more than 250-fold from January to September. Page 188 explicitly states that Claude will not be allowed to fully autonomously design and build next-generation frontier models without human oversight, and that it is considering requiring key decisions to be reviewed and signed off by humans.

    Same story · 21 reports

    #Industry news#Safety / alignment#Anthropic

  14. 36Kr · AI
    AI score66

    Altman Previews Next-Generation GPT: 10,000 Agents Collaborate to Complete Navier–Stokes Proof

    At the ADIPEC 2026 energy conference in Abu Dhabi, Sam Altman disclosed that the Navier–Stokes mathematical breakthrough previously announced by OpenAI was accomplished by 10,000 Agents driven by the upcoming next-generation GPT, which worked collaboratively and continuously for about 4 days, with no hierarchy and no unified leader. OpenAI disclosed that the experiment started on September 1, with the Agent scale ultimately reaching about 10,000; it completed the core mathematical exploration in about 88 hours, exchanging 2.7 million messages and generating about 130 billion Tokens, after which GPT-6 Astra used 17 hours to complete formalization and verification through Lean. Altman said the research cost about $10 million, and he expects that by September 2027 it could be redone at about one percent of the cost, but he did not disclose the model name or release date of the next-generation GPT.

    Same story · 4 reports

    #Industry news#Agents#OpenAI

  15. Rohan Paul
    AI score80

    WSJ: Large investors want Anthropic IPO priced at $1.5 trillion to $1.6 trillion

    WSJ reports that large investors want Anthropic's IPO priced at $1.5 trillion to $1.6 trillion, below the nearly $2 trillion discussed in previous months. The revised prospectus shows that Anthropic's third-quarter revenue rose from $1.16 billion to $1.7 billion, but spending grew faster, with an operating profit of $974 million turning into an operating loss, mainly due to higher costs for $5 billion in compute purchased under short-term terms. Its total long-term commitments amount to about $895.4 billion, almost all for compute and infrastructure, of which $447.5 billion is expected to be spent before 2031.

    Same story · 3 reports

    #Industry news#Anthropic

  16. Rohan Paul
    AI score55

    OpenAI Reportedly Hires Former U.S. Defense Secretary Mark Esper to Advance Military AI Business

    OpenAI has reportedly hired Mark Esper, former defense secretary during the Trump administration, to help expand its military AI work. Esper led the U.S. Army from 2017 to 2019, then headed the Pentagon until he was dismissed in November 2020, and previously spent 7 years in charge of government relations at Raytheon. During his tenure as defense secretary, he supported the Pentagon's early AI ethics projects.

    #Industry news#OpenAI

  17. heise online
    AI score61

    The New York Times and other newspapers sue Brave Software for using their articles to train AI without authorization

    Several U.S. newspapers, including The New York Times and the New York Daily News, have sued Brave Software in Manhattan federal court, alleging that it used newspaper articles to train AI models without permission and allowed browser users to bypass paywalls. The complaint alleges that Brave charges Anthropic, Perplexity, xAI and other companies to provide real-time online content from the Brave index, but those AI companies were not named as defendants. The New York Times previously sued OpenAI and Microsoft in late 2023 over copyright issues related to AI training.

    Same story · 5 reports

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

  18. SiliconANGLE
    AI score65

    Marvell announces $115 billion acquisition of optical device maker Lumentum

    Marvell announced it will acquire optical device maker Lumentum for $115 billion. Lumentum shareholders will receive 4.5 shares of Marvell stock for each share, equivalent to about $1,132 per share, a 23.9% premium over its unaffected share price. Marvell said the move will strengthen its control over the supply chain and more closely align upstream device design with its own needs, and the deal is expected to close in the first half of 2028. Marvell expects the deal to be accretive to adjusted earnings per share within one year of closing, hopes to achieve more than $1 billion in annual cost savings over the long term, and expects to expand its total addressable market to $550 billion.

    Same story · 9 reports

    #Industry news#English text is being prepared.

  19. SiliconANGLE
    AI score66

    Palantir's Q3 results beat expectations, with US commercial revenue surpassing government revenue for the first time

    Palantir's Q3 revenue was $2.313 billion, up 96% year-over-year, with adjusted earnings per share of 44 cents, both above analyst expectations, and it raised its full-year revenue guidance for the third time. US commercial revenue reached $984 million, up 148% year-over-year, surpassing US government revenue of $953 million for the first time. The company's Q4 revenue guidance is $2.649 billion to $2.653 billion, and its full-year guidance was raised to $8.530 billion to $8.534 billion.

    Same story · 2 reports

    #Industry news#English text is being prepared.

  20. SiliconANGLE
    AI score57

    42AI launches with a $62.5 million seed round, using behavioral world models to predict trader decisions

    Israeli AI startup 42AI has launched with a $62.5 million seed round to build what it calls behavioral world models, with its first customers being brokerages that want to anticipate how traders will act during market volatility. Its software converts personal characteristics into mathematical representations, and a Transformer-based world model calculates the probabilities of various choices, while a separate language model explains the basis for the predictions; brokerages can see which instruments, in which direction, and in what quantity a client is likely to trade over the next 24 hours. The company says it already works with ten large brokerages, has reached seven-figure revenue, and says one brokerage gained about $30 million in additional value through dynamic hedging, with its 98% accuracy rate measuring whether trading flow falls within the predicted range.

    Same story · 2 reports

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