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At Zhiyuan's fourth Innovation Day, co-founder Peng Zhihui (Zhihui Jun) responded to the question raised by GPT-6 Astra's ability to directly control robots, arguing that regardless of whether foundation models can handle embodied capabilities across the board, body manufacturers that can scale, keep costs low, and achieve high consistency will be more advantaged. He cited data showing Zhiyuan shipped more than 5,000 units in 2025 and 9,700 units in the first half of 2026, and said that networke

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Amazon's Q3 2026 earnings show AWS revenue of $46 billion, up 39.3% year over year, with $578 billion in backlog orders, and AI inference revenue accounting for more than half of AWS's AI revenue. Management expects AWS to grow at an annual rate above 40% in 2027-2028 and to approach $1 trillion in revenue within 5 to 10 years, but capital expenditures will be about $220 billion in 2026 and will rise significantly further in 2027, sending the company's shares down 7.3% after hours. The earnings

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01.AI has reached a cooperation agreement with Hangzhou City and Linping District, with state-owned capital from the city and district levels jointly investing hundreds of millions of yuan. The headquarters will be located in Linping District, Hangzhou, where an industrial AI transformation base will be built. 01.AI has shifted from large model R&D to enterprise industrial AI implementation, with a product system covering foundation models, enterprise Ontology, and multi-agent applications, and

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Starbucks CEO Brian Niccol said the company plans to test an AI model running in the background to help baristas enter orders more accurately and efficiently while communicating with customers, with the goal of letting employees focus on conversation and speeding up service. Starbucks is also studying an identification technology that would recognize customers who opt into the service when they arrive at the store, then display a personalized digital menu and simplify the payment process. Niccol

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On its fiscal 2027 first-quarter earnings call, SanDisk said AI inference is reshaping the NAND flash supply and demand landscape, that customers have underestimated the NAND capacity needed to run AI infrastructure, and that its new business model order pipeline extends to 2030 and even further out. About 50% of bit shipments in fiscal 2027 have already been locked in under NBM agreements, and that is expected to rise to about two-thirds in fiscal 2028. SanDisk also announced that the first hig

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A survey by China Youth Daily shows that 92.0% of respondents have used AI to look up their medical conditions, and 69.7% would bring AI diagnostic and treatment suggestions to communicate with doctors. An experiment at Oxford University involving nearly 1,300 people found that when the same case was entered by a doctor, the AI recognition rate reached 94.9%, but when ordinary people described symptoms themselves, it dropped to less than 34.5%. The article also mentions AI's sycophantic tendency

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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 Q2 2026, Baidu's total revenue was 31.3 billion yuan, down 4% year-over-year, and net profit attributable to shareholders was 2.319 billion yuan, down 68.33% year-over-year; on the night of the earnings report, its US shares fell 12.73%. In the previous quarter, AI-related revenue accounted for more than 50% of total revenue for the first time, surpassing advertising. The article argues that Baidu is trading high-margin advertising revenue for low-margin AI cloud revenue, and that the real ch

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Baseten's Base Labs has released a 2B decision model, joey-1, post-trained on Qwen3.5-2B, which directly returns labels and calibrated probabilities instead of generating text, targeting high-concurrency routing, classification, and guardrail checks. The model scores 63.30 on the public Jev Decision Index 0.4 set, the highest among models under 4B, but 8.94 points lower than the 9B elephant-1. Model APIs are priced at $0.01 per million input tokens, with a P50 latency of 20 ms for an average 200

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MoleculeMind has released a technical report on its AI protein de novo design platform MMDesign, covering 19 projects across 18 targets and two modalities—nanobodies and macrocyclic peptides—with 18 yielding experimentally confirmed binders, a project success rate of 94.7%; of 453 tested candidates, 139 were hits, a candidate hit rate of 30.7%. All six GPCR targets succeeded, with best affinities reaching the nanomolar level: GPR68 achieved a best KD as low as 12.1 nM, and all 30 candidates for

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LimX Dynamics has updated the second version of the technical report for its open-source engineering foundation FluxVLA Engine. Compared with the first version in September, it adds post-training experiments with online reinforcement learning and expands the coverage of simulation evaluation and real-robot deployment. The report shows that 14 policies were integrated into the same LIBERO closed-loop evaluation, and the inference frequency of 8 model-device combinations increased to 2.31–9.64 tim

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LimX Dynamics has updated the second version of the technical report for its open-source embodied engineering foundation FluxVLA Engine. Compared with the first version in September, it newly adds post-training experiments with online reinforcement learning and expands the coverage of simulation evaluations and real-robot deployment. The report shows that after online reinforcement learning, SmolVLA's success rates on the ten tasks of LIBERO-10 and RoboTwin Clean increased by 10.0 and 15.4 perce

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NVIDIA announced multiple updates for RTX Spark thin-and-light laptops, including the open-weight voice model Nemotron 3.5 Transcribe, support for Liquid AI's LFM3 model family, and a control in the NVIDIA App that can allocate GPU resources between foreground applications and background agents. Nemotron 3.5 Transcribe supports transcription, speaker labeling, and translation in 40 languages, has approximately 4.3 billion active parameters, and is now available on Hugging Face. RTX Spark laptops

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ElevenLabs has released the forced alignment model Cue, which can pinpoint the exact time point for each character in audio and has already been used in the Scribe speech-to-text model family. Cue covers more than 90 benchmark languages, processes recordings of any length in a single pass, and takes about half a second to align 1 hour of audio on production GPUs; on benchmarks across 29 languages, its accuracy is higher than all alignment tools tested by ElevenLabs. The model is also available s

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The Hebei Provincial Department of Industry and Information Technology has issued the "Work Measures of Hebei Province to Support OPC Empowerment of Industrial Clusters for High-Quality Development," proposing eight measures, including OPC + industrial cluster going global and OPC + intelligent transformation, digital transformation and network connectivity, to cultivate OPC service entities. By 2028, the province will have more than 100 OPCs participating in overseas services for industrial clu

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Diffusion Intelligence releases the diffusion language model Clover-35B-A3B-Preview, which uses a MoE architecture with 35 billion total parameters and about 3 billion activated per token, and supports a thinking mode. On the 49 tasks of the web Agent benchmark WindTunnel, its median execution time was 1.52 seconds, lower than the 3.21 seconds of the Jev + Mercury 2.5 combination, with success rates of 98.6% and 95.9% respectively. On code benchmarks, it scored 73.6 on SWE-bench Verified and 51.

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Deepgram announced the acquisition of Daily, the developer of the open-source voice AI framework Pipecat, for an undisclosed sum, with both parties committing that Pipecat will remain open source. Daily had previously raised more than $62 million in cumulative funding, and Deepgram became a unicorn earlier this year with a $130 million Series C round. Deepgram also released the Real-Time Context Standard (RCS), an open protocol developed jointly with the Pipecat team to define metadata such as a

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ElevenLabs has released its next-generation sound effects model SFX v3, now live on ElevenCreative and ElevenAPI. According to the company, in benchmark tests it handles prompts describing multiple sounds more reliably than SFX v2, generates music and voices more convincingly, and produces less noise in sound effects such as gongs, bells, and whistles. Users can generate sound effects via text prompts in Flows, the Sound Effects tab, Studio, and Music Editor, and developers can access it through

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