NAll news

Monday284 items

  1. Electronic Technology Application
    AI score45

    Meta Reportedly Developing Humanoid Robot Max Jointly with Fourier, Working on Second Generation

    Meta has partnered with Chinese robotics company Fourier to develop a humanoid robot prototype named Max, and the two sides are now developing a second generation, Max 2, with plans to redesign the torso and hands to improve grasping and manipulation capabilities and to add sensors to assist with going up and down stairs. A Meta spokesperson said the collaboration focuses on internal research and experimentation, and there are currently no plans to sell the prototype. In May this year, Meta also confirmed the acquisition of robotics AI startup Assured Robot Intelligence and is recruiting robotics hardware and supply chain talent in Shanghai and Shenzhen.

    Same story · 6 reports

    #Industry news#Embodied AI

  2. China.com TechnologyModel releases
    AI score77

    Meituan Releases LongCat-2.5 Large Model with 1.6 Trillion Total Parameters

    Meituan has released its new-generation large model LongCat-2.5, a natively multimodal model designed for long-horizon agent tasks, with 1.6 trillion total parameters, trained entirely on domestic compute. Evaluation results show that the model's scores on multiple mainstream benchmarks fall between Claude-Opus-4.8 and Claude-Opus-5, and it surpasses Claude-Opus-5 on some evaluations. Meituan has also launched an AI business operations workbench called "Miaoshou" based on the LongCat series, helping local-life merchants understand industry metrics and brand rules, and call tools within authorized scope to complete business tasks.

    Same story · 4 reports

    #Model releases#Multimodal#Agents

  3. China.com TechnologyOpinion
    AI score53

    Bernstein: A Large Number of AI Compute Neoclouds Will Go Bankrupt Within 1-3 Years

    In its latest research report, Bernstein disclosed a conversation with data center legal expert Jeffrey Moerdler, concluding that a batch of Neocloud (AI compute neocloud) companies will successively go bankrupt within 1-3 years. The core reason is the lease structure mismatch: Neoclouds sign 15-year data center leases, while customer-facing contracts may last only days, weeks, or months, or at best 1-3 years; when customers do not renew, revenue is cut off but lease obligations remain.

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

  4. China.com Technology
    AI score60

    OpenRouter Data: China's Large-Model Weekly Call Volume Exceeds the US for 27 Consecutive Weeks

    According to calculations based on the latest OpenRouter data, last week (October 26 to November 1), the total global call volume for AI large models was 194 trillion tokens, up 3.19% week-on-week. Among them, the weekly call volume for Chinese AI large models reached 99.55 trillion tokens, up 6.43% week-on-week, while that of the US was 20.68 trillion tokens, down 7.97% week-on-week. China has ranked first for 27 consecutive weeks. Chinese models occupy four of the top five models by global call volume, with DeepSeek V4.1 Flash 1017 in first place, and MiniMax M3.1 Flash rising to eighth, with weekly call volume up 690% week-on-week.

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

  5. East Money
    AI score40

    Kioxia shares plunge 17%, AI memory supercycle may be nearing an inflection point

    Shares of Kioxia, Japan's leading NAND flash maker, plunged as much as 17% on Monday and are down nearly 70% from their June record high, after the company forecast operating profit of 2 trillion yen for the December quarter, below analysts' expectations of 2.35 trillion yen. Kioxia attributed the stalled growth to shipment timing rather than deteriorating demand, and said its planned capacity for next year is already sold out; however, the quarter-on-quarter increase in average NAND selling prices has plummeted from about 70% to about 20%, fueling market concerns that the AI-driven memory upcycle may be at an inflection point.

    #Industry news#English text is being prepared.

  6. Phoenix Technology
    AI score41

    New Mercedes-Benz Long-Wheelbase E-Class Launched: First to Feature AI Cockpit Developed by Chinese Team, Starting at 423,800 Yuan

    The 2026 Mercedes-Benz long-wheelbase E-Class launched on November 2, starting at 423,800 yuan. It is the first to feature a new AI smart cockpit independently developed by Mercedes-Benz's China R&D team. The in-car virtual assistant integrates the Doubao AI large model and adds voiceprint recognition. The virtual assistant wakes up in as fast as 0.25 seconds, with 98% accuracy in multi-zone interaction recognition and positioning, and each account can store up to 6 users' voiceprints. The new cockpit supports quarterly major-version OTA upgrades and will gradually be equipped in more gasoline and pure electric models.

    Same story · 2 reports

    #Product updates#Multimodal#Speech

  7. Phoenix Technology
    AI score49

    Jianzhi Robotics Completes $100 Million Financing, Focusing on Physical AI Data Infrastructure

    Jianzhi Robotics, a Beijing-based physical AI data and evaluation infrastructure company, has completed $100 million (approximately RMB 665 million) in financing, with investors including SAIC Motor, Baidu Group, Shoucheng Holdings, Guanghe Ventures, and CITIC Jinshi Investment. Founded in May 2025, the company focuses on multimodal data collection and governance and has launched the Gen DAS Dex collection terminal, which supports detection of 23 degrees of freedom in the human hand, with fingertip tactile sensing sensitivity reaching 0.05N. Its data delivery volume has surged from 100,000 hours per quarter to one million hours, and it is expected to achieve delivery of 10 million hours per quarter by 2027.

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

  8. Phoenix TechnologyOpinion
    AI score83

    Millennium Prize math problem solved by AI, Terence Tao says the entire discipline is facing a crisis

    A New Yorker feature documented the shockwaves AI brought to the pure mathematics community in 2026: OpenAI announced it had cracked the Navier-Stokes existence and smoothness problem, models such as GPT-5.2 Pro and Claude Fable 5 successively solved multiple Erdős problems and the Jacobian conjecture, and in early October OpenAI released new results on 372 unsolved math problems. Terence Tao and 25 other Fields Medalists jointly published an open letter warning that problem-solving and insight are becoming decoupled, that a flood of AI papers lacking derivation details is overwhelming journals, and that graduate student training has also been hit because AI can solve medium-level problems in a few hours. The report also mentioned that Anthropic refused to disclose the derivation process for a new solution to the Hadamard matrix problem, as well as the dispute between OpenAI and New York University professor Buckmaster over priority and authorship regarding the Navier-Stokes problem.

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

  9. Phoenix TechnologyOpinion
    AI score76

    Blackstone lowers Anthropic rating expectations, AI giants' capital expenditure exceeds operating cash flow for the first time

    Blackstone expects that Anthropic may remain at the BB junk rating even after completing an IPO; it had previously expected the company to obtain an investment-grade rating by the end of the year. In the first three quarters of this year, Microsoft, Alphabet, Amazon, Meta and Oracle had combined capital expenditure of $556.9 billion, exceeding their combined operating cash flow of $542.9 billion for the first time, and the five companies' combined free cash flow swung from positive $143.5 billion to negative $14 billion. S&P changed its rating outlook on Meta to negative, and Oracle was downgraded to BBB- in July.

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

  10. Sina Tech
    AI score53

    Fourier responds to reports of collaborating with Meta on humanoid robot development: Not convenient to reply at this time

    Regarding reports that Meta is collaborating with Shanghai robotics company Fourier to develop a humanoid robot prototype, Fourier founder and CEO Gu Jie responded that it is not convenient to reply at this time. According to The Information, citing people familiar with the matter, the two parties have developed an internal humanoid robot prototype codenamed Max, weighing about 48 kilograms, and began developing a second-generation prototype, Max 2, in September; a Meta spokesperson said the collaboration is mainly for internal research and experimentation, and there are currently no plans to sell these prototypes.

    #Industry news#Embodied AI#Meta

  11. Cailian Press
    AI score48

    Kioxia shares plunge 17%, cautious guidance sparks concerns over AI memory super-cycle

    Shares of Japanese NAND flash leader Kioxia plunged as much as 17% on Monday, down nearly 70% from their record high in June this year. The trigger was the company's guidance for operating profit of 2 trillion yen for the December quarter, below analysts' expectations of 2.35 trillion yen. Kioxia attributed the stalled growth to shipment timing rather than deteriorating demand, and said its planned capacity for next year is already sold out, with more than half of the capacity for the year after already allocated. Its average NAND selling price growth slowed sharply from about 70% quarter-on-quarter in the second quarter to about 20% in the third quarter, intensifying market concerns about a turning point in the AI memory upcycle.

    #Industry news#English text is being prepared.

  12. Cailian Press
    AI score39

    The National Data Administration symposium requires clarifying AI data usage needs; the physical AI data collection segment may lead the way

    On October 28, the National Data Administration held a symposium on the work of chain-leading enterprises in building high-quality industry datasets, listing the clarification of AI data usage needs as a key priority and requiring chain-leading units to align supply with demand and advance dataset construction in a precise manner. A research report by Zheshang Securities states that by early 2026, the global supply of compliant, usable real-world physical interaction data will still fall short of what is needed to train a single general-purpose embodied large model by a factor of 20, and that current high-quality training data amounts to only hundreds of thousands to one million hours. Guojin Securities believes that the business model for data collection equipment and services is the clearest, with the highest order visibility.

    Same story · 2 reports

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

  13. indigo
    AI score65

    Elon confirms the scale of the Memphis Colossus 2 data center, with a year-end target of about 1.2 million Blackwell GPUs

    indigo summarizes the scale of the Memphis Colossus 2 data center confirmed by Elon: Macroharder and Minihard each have 220,000 GB300s, Gun Range is planned at the same scale and is expected to come online at the end of November, and Spam has about 200,000 coming online in December, mainly for inference. The year-end target is about 1.2 million Blackwell (GB200/GB300) series GPUs. Independent tracking organizations such as Epoch AI confirm that the site currently has about 1.1 million+ H100-equivalent compute and nearly 1GW of power; 1.2 million corresponds to roughly $60 billion–$84 billion in GPU hardware costs.

    Macroharder takes up about 810,000 square feet. Minihard is about 312,000, and @CernBasher says it packs in a lot more compute despite the far smaller footprint. That's why he calls Minihard a product, one that keeps evolving like everything Tesla and SpaceX build. He walked through Colossus II in Memphis. Macrohard has about 550,000 GB200s, Macroharder about 220,000 GB300s, and Minihard is going up next to rows of Megapacks. A land swap clears space for a fifth data center, and a warehouse across State Line Road could become a sixth. In Brownsville, 444 acres now sit under Starbase for permitting. $SPCX

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

  14. Sundar Pichai
    AI score30

    Pichai comments on the SemiAnalysis GDPx benchmark and Carbon costs

    SemiAnalysis released the GDPx benchmark, used to measure the performance of agents in high-value domains, saying that the strongest model scored only 12%. Sundar Pichai reposted it and commented that he was glad to see a high-quality benchmark with room for improvement, and specifically mentioned Carbon's cost curve.

    Today we’re releasing GDPx, a benchmark for measuring agentic capabilities across the most valuable domains. GDPx is a true frontier-level benchmark: even the best model scores just 12% (1/7)🧵 https://t.co/RNnkcuUkih

    #English text is being prepared.#Evaluations / benchmarks

  15. Shao Meng
    AI score42

    Tencent Handbook Breaks Down the Agent Technology Foundation: StepFun Post-Training Efficiency Up 30%

    Chapter 3 of the 78-page "2026 AI Agent Enterprise Solutions and Implementation Practices Handbook," jointly released by Tencent, Tencent Cloud, and WorkBuddy, breaks the Agent technology foundation into a training-side elastic sandbox and an application-side Agent Runtime. The handbook claims the sandbox can be delivered in about 60ms, with a goal of spinning up about 160,000 instances of different images within 1 minute; StepFun used this to achieve roughly a 30% improvement in post-training efficiency, while Kimi Agent Swarm supports up to about 300 sub-agents and over 4,000 tool calls, with sandbox startup reduced to the order of about 80ms.

    English text is being prepared.

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

  16. MiniMax Design (H3)First-party
    AI score37

    MiniMax H3 and ORB360 LoRA Enable Interactive Rotation

    MiniMax Design reposted user monoradio's demo: using MiniMax H3 plus ORB360 LoRA, a 360° rotation video is generated from a single image, and then frames are switched back and forth as the phone tilts, creating a stereoscopic effect. MiniMax Design says this combination has already attracted attention, and now goes a step further to enable interaction, hinting that VR is the next direction.

    English text is being prepared.

    #Product updates#Video#Multimodal

  17. Electronic Technology Application
    AI score36

    Schneider Electric launches RapidScale modular AI factory reference design for the NVIDIA Vera Rubin platform

    Schneider Electric has released the RapidScale modular data center reference design, purpose-built to adapt to the NVIDIA Vera Rubin platform, incorporating liquid cooling technology and integrating power, cooling, IT, and full-lifecycle services. Real-world testing with Compass Datacenters shows that prefabricated IT modules can reduce on-site installation time per module from 75.5 hours to 15 hours, a reduction of 80%. The design has been validated according to ANSI standards and is applicable to the U.S. market, with plans to expand to IEC international standards in the future.

    #Product updates#English text is being prepared.#English text is being prepared.

  18. Electronic Technology Application
    AI score64

    Five major memory chip manufacturers' combined operating profit in Q3 reached approximately 32 trillion yen, surpassing the five largest US tech giants

    According to QUICK FactSet data, in the third quarter of 2026, the five major memory chip manufacturers—Samsung Electronics, SK Hynix, Micron Technology, Kioxia, and SanDisk—had a combined operating profit of approximately 32 trillion yen, a 10-fold increase compared with the same period last year, surpassing the combined approximately 25 trillion yen of Alphabet, Microsoft, Amazon, Meta, and Apple. Samsung Electronics' operating profit for the quarter was 107.44 trillion won, up about 783% year on year; SK Hynix's operating profit was 83.33 trillion won, with an operating margin of 80%. The profit growth mainly came from demand for HBM from AI data centers; manufacturers shifting capacity to HBM squeezed the supply of general-purpose DRAM, and Samsung's average DRAM selling price in the third quarter rose about 20% quarter on quarter, while HBM4 sales grew more than threefold quarter on quarter.

    #Industry news#English text is being prepared.

  19. LeikejiProduct release
    AI score57

    Zhuoyu Technology Releases Pansing Intelligent Assisted Driving Solution for Commercial Vehicles

    Zhuoyu Technology released its commercial-vehicle intelligent assisted driving solution, Zhuoyu Pansing, in Zhuhai. It is divided into two versions, PDS 4 and PDS 5. PDS 4 supports highway NOA and has already entered mass production across multiple brands, while PDS 5 corresponds to a native multimodal foundation model and will support urban NOA. Pansing has partnered with six commercial heavy-truck brands—XCMG Automobile, Shaanxi Automobile Group, Sinotruk, FAW Jiefang, Foton Motor, and Dongfeng Commercial Vehicle—which together account for more than 93% of China's commercial heavy-truck market. Zhuoyu says its AI reinforcement-learning fuel-saving algorithm achieved a measured fuel-saving rate of 4.5%–7.5% in tracking tests covering more than 200 mass-produced vehicles and cumulative mileage of over 20 million kilometers.

    #Product updates#English text is being prepared.#English text is being prepared.