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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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In an interview, Marissa Mayer said her new app Dazzle generated birthday speech talking points for her 10-year-old daughter that were "empathetic, creative, and animal-loving," sparking criticism that Silicon Valley culture is out of touch with ordinary people. Pew research shows that 50% of U.S. adults believe AI will weaken people's ability to form meaningful relationships, while only 5% believe AI will make such connections easier. The article also mentions that Sam Altman said he cannot ima

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Anthropic has officially filed its IPO prospectus and could list as early as next month; the IPO may raise $100 billion. The prospectus discloses that it plans to invest up to $807 billion over the next decade in data centers, chips, and cloud computing, but its third-quarter revenue was $16.8 billion, up 45% quarter-over-quarter, a slower growth rate than the 141% in the second quarter. The New York Times said this listing will, for the first time, give the outside world an in-depth look at the

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The number of data centers worldwide has grown from about 8,000 in 2021 to about 12,250, with the United States leading at 4,767 and Virginia having the highest density. U.S. data center installed capacity reaches 53.73 GW, China 31.90 GW, and the EU 11.92 GW; total global data center electricity consumption is estimated to have exceeded that of all of France. The largest data center currently in operation is China Telecom's facility in Hohhot, Inner Mongolia, covering about 1 million square met

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On October 26, 2026, Anthropic submitted an S-1 to the SEC, planning to list on Nasdaq under the ticker "ANT," with an IPO valuation potentially exceeding $2 trillion. OpenAI released GPT-6.1 Terra the same day, priced at $1 per million input tokens and $5 per million output tokens on the standard API, completing tasks more than three times faster than the flagship GPT-6 Astra. Google DeepMind launched a research preview of its world model Genie 4, achieving synchronized audio and video generati

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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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Google has released the Connected Apps Platform, allowing enterprises and developers to submit their own apps for integration with Gemini and Google Search, and to choose to launch on only one or both. The platform is currently available in beta preview to US developers; after launch, it will allow tracking of traffic, latency, and error rates, while retaining brand identity and verified accounts. Gemini already has more than 50 Connected Apps, including partners such as Adobe, Experian, Localiz

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Leqi Rokid unveiled the second-generation AI glasses Rokid Glasses 2, its first full-color AI glasses Rokid Color, and the smart ring Rokid Ring at its October 27 launch event in Hangzhou. Rokid Color starts at 4,999 yuan and uses a 0.16cc Micro-LED full-color optical engine exclusively customized with JBD, supporting 16.77 million colors and a 167% sRGB color gamut, with the device weighing 55g; Rokid Glasses 2 starts at 3,699 yuan and is the first in China to feature the Qualcomm Snapdragon AR

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