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Sunday

  1. Huxiu

    OpenAI Publishes 722 Mathematics Papers at Once, Mathematicians Worry Research Will Be Flattened by AI

    OpenAI published 722 mathematics papers at once, covering number theory, geometry, and theoretical computer science, claiming progress on problems such as the Riemann Hypothesis, Catalan's constant, and the Kakeya conjecture, without peer review. Fields Medalist Hugo Duminil-Copin said 16 problems related to his research had been flattened by AI, and some doctoral students face their topics being covered and their degrees affected. The article also mentions an Anthropic researcher claiming to have disproved the Jacobian conjecture, and Shing-Tung Yau leading the establishment of a mathematics and artificial intelligence laboratory alliance.

    OpenAI published 722 mathematics papers at once, covering number theory, geometry, and theoretical computer science, claiming progress on problems such as the Riemann Hypothesis, Catalan's constant, and the Kakeya conjecture, without peer review. Fields Medalist Hugo Duminil-Copin said 16 problems related to his research had been flattened by AI, and some doctoral students face their topics being covered and their degrees affected. The article also mentions an Anthropic researcher claiming to ha

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  2. East Money

    Brokerages say the market can recover, focus on investment opportunities in physical AI, solid-state batteries, innovative drugs, and more

    Huafu Securities believes that the valuation of A-share core assets has fully priced in pessimistic expectations, with limited downside, and recommends avoiding short-term disturbances and focusing on targets whose performance and valuation are matched. Southwest Securities says solid-state batteries are expected to enter the pilot testing and small-batch mass production window in 2026–2027, with investment opportunities to be realized first in equipment and materials. Guosheng Securities notes that at the 2026 ESMO Annual Meeting, a total of 28 studies from China were selected for LBA, of which 4 entered the plenary session.

    Huafu Securities believes that the valuation of A-share core assets has fully priced in pessimistic expectations, with limited downside, and recommends avoiding short-term disturbances and focusing on targets whose performance and valuation are matched. Southwest Securities says solid-state batteries are expected to enter the pilot testing and small-batch mass production window in 2026–2027, with investment opportunities to be realized first in equipment and materials. Guosheng Securities notes

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  3. East Money

    Wall Street Earnings Season Peaks: Can AI Trades Withstand Fed Rate Hike Pressure

    Next week, about one-third of S&P 500 companies, including Alphabet, Microsoft, and Amazon, will report earnings, while the Federal Reserve will hold its policy meeting. Markets expect only about a 10% probability of a rate hike this month and about 80% in December. S&P 500 third-quarter earnings are expected to grow more than 32%, but investors are pulling out of AI trades on concerns about AI capital expenditures, with the communication services sector down 6.2% over the past week. Bank of America recommends maintaining a tactical risk-off stance until mid-November.

    Next week, about one-third of S&P 500 companies, including Alphabet, Microsoft, and Amazon, will report earnings, while the Federal Reserve will hold its policy meeting. Markets expect only about a 10% probability of a rate hike this month and about 80% in December. S&P 500 third-quarter earnings are expected to grow more than 32%, but investors are pulling out of AI trades on concerns about AI capital expenditures, with the communication services sector down 6.2% over the past week. Bank of Ame

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  4. Yicai

    Wall Street Earnings Season Peaks: Can the AI Trade Withstand Fed Pressure?

    U.S. stocks are set for a wave of earnings reports and a Federal Reserve rate meeting, with markets focused on the costs and return risks of AI investment. Third-quarter earnings for S&P 500 companies are expected to grow more than 32%, and capital expenditure forecasts from Alphabet, Microsoft and Amazon are in focus. Markets expect about a 10% probability of a Fed rate hike this month and about an 80% probability for December.

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  5. Phoenix Technology

    Apple's foldable screen cracks; large model prices rebound; Xiaoyunque merges into Jimeng; Google illegally cuts down trees

    Users of Apple's iPhone Duo foldable have reported that the screen cracks right out of the box, with the failures mostly concentrated directly above the hinge and manifesting as a bright pixel line appearing on one side. A CAICT report shows that domestic token prices have doubled compared with the second half of last year, with the normalized average price rising from 6.8 yuan to 13.46 yuan, but average daily consumption is about 500 trillion, nearly 4 times that of December 2025. ByteDance has merged its AI short-drama creation platform Xiaoyunque into Jimeng, and the product retains a standalone entry point.

    Users of Apple's iPhone Duo foldable have reported that the screen cracks right out of the box, with the failures mostly concentrated directly above the hinge and manifesting as a bright pixel line appearing on one side. A CAICT report shows that domestic token prices have doubled compared with the second half of last year, with the normalized average price rising from 6.8 yuan to 13.46 yuan, but average daily consumption is about 500 trillion, nearly 4 times that of December 2025. ByteDance has

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  6. Huxiu

    Observation | This Western shopping season, why is it Huaqiangbei rather than Yiwu that is flooded with orders?

    This year's Western shopping season procurement peak has shifted to Shenzhen's Huaqiangbei, where overseas merchants are snapping up innovative hardware such as pocket cameras, panoramic cameras and 3D printers, with some merchants' revenue more than doubling compared with ordinary days. From January to August, Yiwu's exports of Christmas goods totaled 4.75 billion yuan, up 10.9% year on year; Shenzhen's imports and exports in the first three quarters reached 4.65 trillion yuan, up 38.8%, but exports rose only 18.5% while imports rose 70.1%, with the high growth rate driven up by stockpiling of AI components. This wave of popularity is the result of the combined effect of shopping-season stockpiling, the Canton Fair and the AI hardware cycle, and its sustainability still depends on the reorder rate.

    This year's Western shopping season procurement peak has shifted to Shenzhen's Huaqiangbei, where overseas merchants are snapping up innovative hardware such as pocket cameras, panoramic cameras and 3D printers, with some merchants' revenue more than doubling compared with ordinary days. From January to August, Yiwu's exports of Christmas goods totaled 4.75 billion yuan, up 10.9% year on year; Shenzhen's imports and exports in the first three quarters reached 4.65 trillion yuan, up 38.8%, but ex

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  7. Phoenix Technology

    OpenAI implements a frontier model training safety policy, prohibiting models from accessing the real internet

    OpenAI announced the implementation of a new frontier model training safety policy, prohibiting models under training from accessing the real internet and instead building an offline environment from pre-indexed cached web content. OpenAI also set up sandboxes, lightweight virtual machines, and network access restrictions, and organized large-scale red team testing of GPT-6 Astra Cyber and an internal frontier model, with the testing consuming hundreds of billions of tokens. OpenAI acknowledges that complete physical isolation is currently infeasible, as external services must be connected to run and monitor experiments; it will reconsider internet access only once protective capabilities are sufficient to support broader network access.

    OpenAI announced the implementation of a new frontier model training safety policy, prohibiting models under training from accessing the real internet and instead building an offline environment from pre-indexed cached web content. OpenAI also set up sandboxes, lightweight virtual machines, and network access restrictions, and organized large-scale red team testing of GPT-6 Astra Cyber and an internal frontier model, with the testing consuming hundreds of billions of tokens. OpenAI acknowledges

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  8. Jiwei.com

    Weekly data highlights: SEMI expects the semiconductor market to reach $3 trillion by 2035; Q3 China smartphone shipments hit a 14-year low

    SEMI CEO Ajit Manocha said the global semiconductor industry is expected to reach a scale of $3 trillion around 2035, and global semiconductor equipment sales are projected to approach $166 billion in 2026. Counterpoint data shows that China's smartphone shipments in Q3 2026 fell 10% year-on-year, the lowest for the same period since 2012, with Huawei leading at a 21.3% share. Gartner warns of the "inference paradox": by 2028, the inference cost of each agent workflow will rise to more than 5 times the current level, while an agent's token consumption per task is 5-30 times that of a basic chatbot.

    SEMI CEO Ajit Manocha said the global semiconductor industry is expected to reach a scale of $3 trillion around 2035, and global semiconductor equipment sales are projected to approach $166 billion in 2026. Counterpoint data shows that China's smartphone shipments in Q3 2026 fell 10% year-on-year, the lowest for the same period since 2012, with Huawei leading at a 21.3% share. Gartner warns of the "inference paradox": by 2028, the inference cost of each agent workflow will rise to more than 5 ti

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  9. East Money

    51World Selected for NVIDIA Halos SAFE Ecosystem, Share Price Rises 58.92% in a Week

    51World's subsidiary 51Sim was selected for the NVIDIA Halos SAFE ecosystem list announced by NVIDIA on October 21, making it the only Chinese company on the list. The company's share price rose 58.92% cumulatively over the week, with a single-day gain of 30.31% on October 23. Halos SAFE is a framework launched by NVIDIA in the autonomous driving field that integrates simulation and real-vehicle testing, covering the full cycle of design, deployment, and validation. This week, southbound funds recorded a net sell of HK$17.046 billion, with Tencent Holdings receiving a net buy of HK$1.227 billion and Alibaba-W seeing a net sell of HK$4.298 billion.

    51World's subsidiary 51Sim was selected for the NVIDIA Halos SAFE ecosystem list announced by NVIDIA on October 21, making it the only Chinese company on the list. The company's share price rose 58.92% cumulatively over the week, with a single-day gain of 30.31% on October 23. Halos SAFE is a framework launched by NVIDIA in the autonomous driving field that integrates simulation and real-vehicle testing, covering the full cycle of design, deployment, and validation. This week, southbound funds r

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  10. East Money

    Amazon CEO Jassy: AWS compute orders booked through 2028, enterprise AI adoption not yet widespread

    In an a16z interview, Amazon CEO Andy Jassy said that even with roughly $220 billion in capital expenditure in 2026, AWS will still be unable to meet a large amount of customer demand: its main compute capacity for 2026 is already sold out, most of its 2027 capacity is booked, and a considerable portion of 2028 capacity has also received customer commitments. He described current AI demand as dumbbell-shaped—at one end are foundation model labs and a handful of fast-growing applications, and at the other are enterprises using AI to cut costs and improve efficiency—and said inference costs still need to fall substantially to drive widespread enterprise adoption. Jassy also mentioned that AWS Bedrock has integrated OpenAI models, and that both OpenAI and Anthropic have made multi-year, multi-gigawatt-scale commitments to use Trainium.

    In an a16z interview, Amazon CEO Andy Jassy said that even with roughly $220 billion in capital expenditure in 2026, AWS will still be unable to meet a large amount of customer demand: its main compute capacity for 2026 is already sold out, most of its 2027 capacity is booked, and a considerable portion of 2028 capacity has also received customer commitments. He described current AI demand as dumbbell-shaped—at one end are foundation model labs and a handful of fast-growing applications, and at

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  11. LMSYS Blog

    miniTE Technical Report: Achieving Stable and Efficient Reinforcement Learning with Native NVFP4

    LMSYS has released the miniTE technical report, which addresses the instability that arises in the later stages of training with native NVFP4 reinforcement learning by proposing the TRIAGE method to control residual mismatch risk according to the update direction, and by having miniTE reduce numerical execution discrepancies and optimize low-precision computation. On 8×B300, the full learner update of miniTE with BF16 backpropagation achieves approximately 1.33–1.37× speedup relative to BF16, and the fixed-output serving test throughput is approximately 1.64×. The report also notes that in online RL runs, weight conversion and synchronization offset the sampling gains, and the miniTE checkpoint still remains below BF16 on the five-task average.

    NVFP4 Encoding and Two-Level Scaling

    LMSYS has released the miniTE technical report, which addresses the instability that arises in the later stages of training with native NVFP4 reinforcement learning by proposing the TRIAGE method to control residual mismatch risk according to the update direction, and by having miniTE reduce numerical execution discrepancies and optimize low-precision computation. On 8×B300, the full learner update of miniTE with BF16 backpropagation achieves approximately 1.33–1.37× speedup relative to BF16, an

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  12. TechCrunch AI

    Will AI expose the internet's fragile infrastructure?

    TechCrunch's Equity podcast discusses this week's PHP vulnerability incident: the vulnerability had existed for decades and was discovered with the help of AI by human researchers participating in the Hack the Planet project involving OpenAI and Wiz, and website owners were told to patch immediately or take their sites offline. The guests argue that LLMs and AI agents make it easier to discover such vulnerabilities, while PHP underpins about 70% of websites including WordPress and Drupal, and the disclosure process also triggered large-scale attack attempts and link failures.

    TechCrunch's Equity podcast discusses this week's PHP vulnerability incident: the vulnerability had existed for decades and was discovered with the help of AI by human researchers participating in the Hack the Planet project involving OpenAI and Wiz, and website owners were told to patch immediately or take their sites offline. The guests argue that LLMs and AI agents make it easier to discover such vulnerabilities, while PHP underpins about 70% of websites including WordPress and Drupal, and th

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  13. The Verge AI

    Pennsylvania signs AI deceptive advertising law requiring labels on AI-generated ads

    Pennsylvania Governor Josh Shapiro signed the AI Deceptive Advertising Law on Thursday, requiring that any advertisement significantly modified or generated by AI—whether image, video, audio, or text—carry a label in the same format as the ad, regardless of where the ad was produced. The law provides exemptions for "parody, satire, commentary, or criticism" and "obviously fictional" content, but key terms such as "significant modification," "obviously fictional," and "creating a false consumer impression" are not clearly defined.

    Pennsylvania Governor Josh Shapiro signed the AI Deceptive Advertising Law on Thursday, requiring that any advertisement significantly modified or generated by AI—whether image, video, audio, or text—carry a label in the same format as the ad, regardless of where the ad was produced. The law provides exemptions for "parody, satire, commentary, or criticism" and "obviously fictional" content, but key terms such as "significant modification," "obviously fictional," and "creating a false consumer i

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  14. TechCrunch AI

    The AI Graveyard: A List of Projects and Startups That Didn't Survive

    TechCrunch compiled a list of failed AI projects and startups: AI workflow automation tool Relay shut down completely in August, Character.ai filed for bankruptcy five years after its founding, and S&P Global data shows that about 42% of AI initiatives are ultimately abandoned by enterprises. OpenAI also stumbled repeatedly: its standalone AI browser ChatGPT Atlas was discontinued on August 9 less than a year after launch, and the video platform Sora shut down in March 2026 due to high operating costs and difficulty retaining users. Humane AI Pin ceased operations in February 2025, with most of its assets acquired by HP for $116 million.

    TechCrunch compiled a list of failed AI projects and startups: AI workflow automation tool Relay shut down completely in August, Character.ai filed for bankruptcy five years after its founding, and S&P Global data shows that about 42% of AI initiatives are ultimately abandoned by enterprises. OpenAI also stumbled repeatedly: its standalone AI browser ChatGPT Atlas was discontinued on August 9 less than a year after launch, and the video platform Sora shut down in March 2026 due to high operating

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  15. heise online

    heise review: Top 10 EKG-capable health smartwatches, Withings Scanwatch 2 takes the top spot

    heise's best-of list names the Top 10 EKG-capable health smartwatches: the Withings Scanwatch 2 becomes the new test winner at around €262, with battery life of nearly 30 days and the ability to export a PDF health report via the Withings app. The technical champion is the Huawei Watch D3 (around €440), which in addition to a 1-channel EKG also supports inflatable-cuff blood pressure measurement; the Huawei Watch GT Runner 2 at €199 is the value champion. The list only includes models whose EKG function has CE medical device certification in Europe, and stresses that the watches only provide indications and cannot replace a doctor's visit or a 12-channel EKG.

    heise's best-of list names the Top 10 EKG-capable health smartwatches: the Withings Scanwatch 2 becomes the new test winner at around €262, with battery life of nearly 30 days and the ability to export a PDF health report via the Withings app. The technical champion is the Huawei Watch D3 (around €440), which in addition to a 1-channel EKG also supports inflatable-cuff blood pressure measurement; the Huawei Watch GT Runner 2 at €199 is the value champion. The list only includes models whose EKG

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  16. Air Street Press

    Runway co-founder Anastasis Germanidis will attend the State of AI 2026 event in New York

    Runway co-founder and co-CEO Anastasis Germanidis will attend the State of AI 2026 launch meetup in New York on Tuesday, October 27, to discuss the path from video generation to world modeling, what this means for embodied AI, and how vision, language, and action come together. The event will also include a fireside chat with Ramp chief economist Ara Kharazian and a share of key points from the 2026 State of AI Report.

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Saturday

  1. Huxiu

    US lung cancer patient travels to Shanghai to buy sunvozertinib; condition largely controlled after about 19 months of treatment

    An American lung cancer patient with an EGFR exon 20 insertion mutation, unable to enroll in trials and with the drug not approved in the US, had his son travel to Shanghai and bring back 26 boxes of China-developed sunvozertinib at a cost of about $10,000; after about 19 months of treatment, the cancer is largely controlled. His son says at least 30 American patients have made special trips to China to obtain the drug, and he founded an AI company that integrates research databases, pharmaceutical company information and medical records to help about 300 lung cancer patients match with clinical trials for free. The report cites data showing that in 2025, China accounted for 46% of global clinical testing of new drugs.

    An American lung cancer patient with an EGFR exon 20 insertion mutation, unable to enroll in trials and with the drug not approved in the US, had his son travel to Shanghai and bring back 26 boxes of China-developed sunvozertinib at a cost of about $10,000; after about 19 months of treatment, the cancer is largely controlled. His son says at least 30 American patients have made special trips to China to obtain the drug, and he founded an AI company that integrates research databases, pharmaceuti

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  2. Huxiu

    A Chinese team turns a five-axis CNC machine tool into a desktop product: overseas crowdfunding explodes, but export controls limit it

    A Chinese team has turned a five-axis CNC machine tool into a desktop product. The WM-100 raised over $1 million on Kickstarter within 40 minutes of launch and $2.2 million within 12 hours, with a minimum price of $5,899. Because its technical specifications fall under the relevant Nuclear Suppliers Group lists, the product must apply for a license under China's dual-use item regulations, and the crowdfunding is open only to companies, universities, and research institutions. The article argues that such products reuse industrial machine tool technology and consumer electronics thinking, leveraging the Shenzhen supply chain to bring five-axis equipment down to the tens-of-thousands-of-yuan level.

    A Chinese team has turned a five-axis CNC machine tool into a desktop product. The WM-100 raised over $1 million on Kickstarter within 40 minutes of launch and $2.2 million within 12 hours, with a minimum price of $5,899. Because its technical specifications fall under the relevant Nuclear Suppliers Group lists, the product must apply for a license under China's dual-use item regulations, and the crowdfunding is open only to companies, universities, and research institutions. The article argues

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  3. Huxiu

    Shenzhen's imports in the first three quarters rose 70.1% year-on-year, with the AI hardware supply chain driving imports of integrated circuits and computer parts

    In the first three quarters, Shenzhen's total imports and exports reached 4.65 trillion yuan, up 38.8% year-on-year, of which imports were 2.24 trillion yuan, up 70.1% year-on-year. In September alone, imports were 323.22 billion yuan, up 103.5% year-on-year, exceeding 300 billion yuan for the first time. Imports of integrated circuits were 959.45 billion yuan, up 62.2% year-on-year, and imports of computer parts were 523.91 billion yuan, up 135% year-on-year; together they accounted for 66% of total imports. The author believes that Shenzhen is shifting from a processing and export node to a global supply chain distribution hub, while the nearly one-trillion-yuan imports of integrated circuits also reflect external dependence in core links.

    In the first three quarters, Shenzhen's total imports and exports reached 4.65 trillion yuan, up 38.8% year-on-year, of which imports were 2.24 trillion yuan, up 70.1% year-on-year. In September alone, imports were 323.22 billion yuan, up 103.5% year-on-year, exceeding 300 billion yuan for the first time. Imports of integrated circuits were 959.45 billion yuan, up 62.2% year-on-year, and imports of computer parts were 523.91 billion yuan, up 135% year-on-year; together they accounted for 66% of

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  4. AI Business

    NVIDIA Deploys Industrial AI at Siemens' German Factory, Claims Engineering Workload Reduced by Up to 85%

    NVIDIA has deployed systems including digital twins, AI-generated training data, and AI agents at Siemens' electronics factory in Erlangen, Germany, to accelerate production and reduce costs. The two companies say that using digital twins to generate realistic images of PCB assemblies to pre-train inspection systems can reduce engineering workload by up to 85% and shorten time to market by up to 40%; the factory already has more than 100 AI algorithms in use for production, logistics, quality inspection, and maintenance, and Siemens plans to invest approximately $559 million in upgrading the plant by 2030. Analysts note that these savings figures come from Siemens' own high-mix factory, and whether they can be replicated in existing multi-vendor facilities remains to be verified.

    NVIDIA has deployed systems including digital twins, AI-generated training data, and AI agents at Siemens' electronics factory in Erlangen, Germany, to accelerate production and reduce costs. The two companies say that using digital twins to generate realistic images of PCB assemblies to pre-train inspection systems can reduce engineering workload by up to 85% and shorten time to market by up to 40%; the factory already has more than 100 AI algorithms in use for production, logistics, quality in

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