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In an article, Richard Abbey and John Authers pointed out that Alphabet's revenue fell short of analyst expectations, and its after-hours stock price at one point plunged 10%, reflecting heightened market concerns over its continued investment of hundreds of billions of dollars in building AI infrastructure. Microsoft received positive feedback because its cloud business revenue beat expectations and Azure sales grew 48%; its capital expenditure was $45.2 billion, below the market expectation of

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In his long-form article, Ed Zitron analyzes Anthropic's S-1, arguing that the document only discloses Q2 2026 data, and that the quarter's $974 million in profit came from two months of SpaceX compute discounts, while Q3 revenue, cash balance, and payment schedule were not disclosed. He tallies Anthropic's non-cancelable compute commitments with Google, Amazon, Microsoft, SpaceX, Broadcom, and others at approximately $269.4 billion, with an additional $125 billion to $150 billion in TPU purchas

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Madhulika Srikumar and Claire Leibowicz of Partnership on AI write that current agent frameworks cannot reliably generate the key observability records needed for safe deployment. Together with colleagues from academia, civil society, and industry, the authors studied the four most widely used agent frameworks and found that signals such as persistent Agent IDs and human approval records are missing, making it difficult to determine which agent did what and whether it exceeded its authority. The

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After a three-week preview, Mistral AI has released the weights of Mistral Large 4 on Hugging Face. This multimodal model was trained on 3,800 Nvidia accelerators and has a parameter count of one trillion, and it is currently still difficult to run on a gaming PC or a single GPU. Mistral says it leads GLM-5.3 and Kimi K3 on the cybersecurity benchmark CyberGym-E2E, and is on par with GLM-5.3 on the agentic coding benchmark Terminal Bench 4.0, but there is no independent evaluation yet; preview p

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WeRide's subsidiary JingShuo Technology has completed a pre-A financing round of tens of millions of USD, with investors including Jiayu Capital, HKSTP (Hong Kong Science and Technology Parks), and Sirius Capital. JingShuo Technology centers on its data-model integrated platform WorldEngine and its self-developed world model GENESIS-Robotics, and already has 100+ customers and ecosystem partners, with orders in hand amounting to several billion yuan and annual revenue growth exceeding 100%. This

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AWS has released the Ray Train DLC image ray:train-ml-cuda-v1.1, which comes pre-integrated with Ray 2.58.0, PyTorch 2.13.0, CUDA 13.0.2, NCCL 2.29.7, and EFA along with the AWS OFI NCCL plugin, enabling distributed training on EKS without the need to build images yourself. The example uses PyTorch FSDP to fine-tune Qwen2.5-1.5B on 8 NVIDIA L4 GPUs across two g6.12xlarge instances, with cross-node communication going directly over EFA. The image is publicly hosted on Amazon ECR Public, so nodes

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Check Point launches Firewall-as-a-Subscription, turning network firewalls into a cloud subscription service. Customers no longer need to purchase hardware devices upfront, but must commit to at least 36 months. The service is based on its latest firewall platform R82.20 and includes an agentic console for managing firewall devices and services, Force hardware firewalls, SandBlast's AI threat protection, and instant security updates. Check Point says the move is intended to address emerging thre

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Alphabet's quarterly revenue was $127.6 billion, up 25% year-over-year, but earnings per share of $2.12 fell short of the expected approximately $3.01, and the stock fell more than 10% after hours. Chief Business Officer Philipp Schindler said that AI Mode's monetization capability per query is lower than traditional search, which is one of the reasons why search revenue growth slowed from 17% to 12%. Capital expenditures this quarter reached $51.4 billion, free cash flow was negative $9.1 billi

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DeepSeek has open-sourced its inference engine DeepInfer on GitHub—the inference engine behind DeepSeek-V4.1-Flash—which includes technologies such as MoE expert parallelism, asynchronous batch scheduling, custom kernels, and speculative decoding, and discloses that a single cluster needs to process about 155 trillion tokens per day. Its Zero-Overhead Batch Scheduler lets the CPU schedule computation one round ahead, overlapping with GPU forward passes, and handles cross-round state misalignment

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Amazon's net sales in Q3 2026 grew 12% year-over-year to $201.94 billion, slightly below expectations, while AWS net sales grew 39.3% year-over-year to $45.98 billion, the highest single-quarter growth rate in nearly five years. Purchases of property and equipment for the quarter reached $77.26 billion, about 1.2 times the year-ago period, and free cash flow swung from an inflow of $14.79 billion in the year-ago period to an outflow of $42.36 billion. The company maintained its full-year 2026 ca

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Microsoft completed a $25 billion bond offering, with peak orders exceeding $115 billion and a subscription ratio of 4.6 times, across 10 tranches maturing in 2 to 40 years. However, its 30-year bond spread reached 95 basis points above the benchmark Treasury, higher than the 30-year bond issued the same week by lower-rated P&G (60 basis points). Hyperscalers and data center developers have raised more than $313 billion in global investment-grade bond financing this year, nearly three times high

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After Alphabet released its earnings, its stock plunged more than 11% in a single day, wiping out about $500 billion in market value, because AI spending continues to devour cash flow, share buybacks fell to zero in the first nine months of 2026, and revenue growth in the core search business slowed from 16.8% in the second quarter to 12%. Google Cloud revenue doubled year over year to $30.7 billion, with its profit margin rising to 36.2%, but the shared AI research and development loss widened

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U.S. Treasury Secretary Bessent on Wednesday downplayed concerns about AI infrastructure financing, saying that the yields on some AI-related debt surging to double digits is "not a problem at all," because new cloud providers account for only a very small portion of the entire ecosystem. CoreWeave, which is at the center of the concerns, saw its bond yields spike to around 15% at one point, and its stock price has fallen about 25% over the past month. Bessent also said he would not regard any f

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According to Bloomberg, the advertising, consumer and retail businesses that underpin US tech giants' combined $750 billion in AI investment this year have shown signs of slowing growth. Alphabet's search advertising revenue posted its lowest growth rate in five quarters, Amazon's advertising business grew 11% year over year, the slowest since it began disclosing the figure separately in 2022, and its online stores grew only 2%. Google Chief Business Officer Philipp Schindler acknowledged that s

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In the second quarter of 2026, China's smart glasses shipments fell 8% year-on-year, the first negative growth, but AI camera glasses grew 81.4% year-on-year and AR/XR glasses grew 123%, while audio-only glasses cooled due to homogenization. The article provides buying criteria for three scenarios—AI glasses with displays, AI camera glasses, and AR movie-viewing glasses—and lists Double 11 prices including RayNeo iO (34 grams, 2,499 yuan, 1,911.74 yuan after national subsidy), RayNeo V4, Huawei

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Mistral AI has released its new flagship frontier model, Mistral Large 4, codenamed Le Chonk, making it available for download after ending its public preview. The model supports text and image processing, with a focus on strengthening defensive cybersecurity, agentic capabilities, and geospatial and grounding capabilities, and is said to achieve state-of-the-art results on agentic benchmarks such as SWE-bench and Terminal Bench. The model was trained on more than 160 languages and is available

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Google DeepMind has released Genie 4, a new-generation world model that can turn prompts into explorable, realistic scenes in real time, and for the first time the Genie model itself generates background sounds and music, while characters in the scene can also hold real-time conversations. Users move via the keyboard and use text prompts to modify content in the scene instantly, with the scene remaining coherent across multiple inputs. In the demo, a simulated Apptronik Apollo robot plays checke

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According to Bloomberg, U.S. robotics AI company Physical Intelligence is in talks for a new funding round of at least $1 billion, with existing investors Avenir and Lux Capital considering leading the round, and a post-money valuation expected at about $20 billion. The company was founded in 2024 and was valued at $5.6 billion in its November funding round last year; it currently has no commercial revenue and has not mass-produced robot products. Its technical approach is to build on VLM by int

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Data presented by Gartner at the HR Symposium in Orlando shows that only 3% of organizations have met their cost-reduction goals through productivity gains, and 97% of organizations cannot achieve cost savings through productivity alone, yet 77% of board members still expect AI to deliver productivity and cost benefits. Nearly 40% of companies have already exceeded their AI budgets, and 85% of companies still plan to continue increasing investment next year; Gartner recommends that enterprises f

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Liu Rui, the first director of Huawei's Xiaoyi Large Model Application Lab, proposed that AI assistants must move beyond the chat box and shift from passive response to proactive service. The conversational photo-editing technology he previously failed to get approved as a project at SenseTime has already been unveiled at the 2025 Huawei Mate 80 launch event. The lab has also launched the Aura streaming video understanding model, which supports real-time video interaction and proactive service,

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