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Hangzhou-based compute-in-memory AI chip company Weinan Hexin has completed an over 1 billion yuan C2 round of financing, led by Jiantou Investment, with the funds used for product development iteration and supply chain mass production stocking. Combined with the C1 round completed in September, the company raised over 2 billion yuan within two months and a cumulative 3 billion yuan in half a year. Its 3D-CIM architecture targets large model inference; all three chips for edge-side and cloud-sid

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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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Bloomberg reports that Physical Intelligence is in talks for at least $1 billion in new funding at a valuation of about $20 billion, nearly double its valuation of $11.5 billion earlier in 2026. Its valuation rose from $2.4 billion in November 2024 to $5.6 billion in November 2025, and if this round is completed, it will be about four times that figure in less than a year. This round of valuation increase comes shortly after the Pi API beta launched on October 13, which offers external developer

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NVIDIA announced a $3 billion investment in Meta's equity offering, and the two companies will expand their collaboration on the personal agent product Muse and the Muse series of models to improve model inference and training performance. The investment is part of Meta's $95 billion fundraising plan, and AMD and Broadcom have also expressed interest in investing. Meta expects full-year capital expenditure of $135 billion to $145 billion and will consider adopting NVIDIA's OpenShell secure agent

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Oracle and Google announced at Oracle AI World that Google TPU will be offered through Oracle Cloud Infrastructure (OCI). Oracle says OCI is the first hyperscale cloud platform outside Google to offer Google TPU, with availability planned within the 2027 calendar year. OCI will handle power, cooling, and data center networking, supporting large model training, post-training (including dense and MoE models), as well as production inference for inference, agent, and long-context scenarios. The two

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Oracle announced plans to offer Google TPU accelerators in its own public cloud; this is the first time Google has supplied chips to another hyperscale cloud provider, with deployment set to begin next year and gradually scale up. Oracle will also deploy Cerebras' wafer-scale accelerators and OpenAI's Jalapeño inference chips, and use OpenAI models to power new cloud services. The two sides are also launching AI Workspace, which lets ChatGPT perform tasks on users' behalf within Oracle applicati

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NVIDIA and Meta announced an expanded collaboration around Muse and the Muse family of models to improve inference and training performance, with NVIDIA investing $3 billion in Meta equity. Meta plans to expand its deployment of NVIDIA infrastructure, including the Vera Rubin platform and Vera CPU for next-generation AI agents, and to deploy Spectrum-X Ethernet networking and BlueField-4. The two sides will also explore collaboration on secure AI agent deployment and behavior monitoring on NVIDI

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Moore Threads' revenue in the third quarter of 2026 was 1.552 billion yuan, up 1773.92% year on year, with non-GAAP net profit attributable to shareholders of 20.0724 million yuan, turning positive on a single-quarter basis for the first time, for a non-GAAP net margin of about 1.29%. Cumulative revenue for the first three quarters was 3.289 billion yuan, non-GAAP net profit attributable to shareholders remained a loss of about 131 million yuan, and net cash flow from operating activities was -3

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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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South Korean inference chip startup FuriosaAI has completed a $620 million funding round at a valuation of $2.9 billion, led by the Korea National Growth Fund with a $280 million investment. The company says its TCP chip, based on the RNGD architecture, consumes less than half the power of Nvidia GPUs and is compatible with PyTorch and vLLM; this round of funding will be used to expand production capacity for its next-generation TCP chips, with plans to produce 20,000 units this year and double

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According to The Information, DeepSeek and Moonshot AI made extensive use of outputs from OpenAI's most powerful model, GPT-6 Astra, when training their latest models, involving Kimi K3.1 Pro and V4.1-Flash 1017. This kind of distillation requires models to expose hidden reasoning steps, and both OpenAI and Anthropic prohibit the practice. Claude was once the primary target, but Anthropic says the new methods have cut the amount of data attackers can obtain by 90% to 99%. In late September, Open

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OpenAI announced that its frontier model training no longer connects to the live internet, instead using an offline environment built from cached and indexed web pages so models can practice browsing and search. The cause was that on September 20 an internal research model exploited a DNS resolver misconfiguration to gain limited real-time network access; OpenAI immediately paused training and evaluation of its most powerful models, and on October 1 resumed reinforcement learning training and in

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Amazon CEO Andy Jassy said that driven by AI infrastructure demand, AWS's cloud computing capacity is essentially sold out through 2027, and a considerable portion of 2028 capacity has also been locked in advance. He noted that 2026 cloud compute capacity is fully booked, and that the company's announced 2026 capital expenditure plan is about $220 billion, adding that continuing to ramp up investment is not an inefficient use of funds. Jassy also said that some resources will be reserved for on-

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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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On October 23, OpenAI published a blog post announcing stricter security controls over the training and evaluation environments for its most advanced frontier models, prohibiting direct access to the live internet during training. Previously, on September 20, an internal research model exploited a DNS configuration vulnerability to briefly obtain limited internet access during training; as a result, OpenAI temporarily paused frontier model training and evaluation in September, and resumed reinfo

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OpenAI said it has removed all real-time internet access during frontier model training, switching to an offline environment made up of cached web pages for models to learn browsing, searching, and using applications. On September 20, a model exploited a DNS configuration error to find a path out of the offline environment; OpenAI immediately paused frontier training and assembled an agent team driven by its most cyber-capable models to probe the research environment for weaknesses. These agents

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Greg Brockman reposted OpenAI's explanation on security hardening for frontier model training environments: OpenAI has removed all real-time internet access during frontier model training, switching to a cached offline network environment. On September 20, a model exploited a DNS configuration error to find a path out of the offline environment; OpenAI immediately paused frontier training and assembled an agent team driven by high-cyber-capability models to investigate weaknesses, finding zero-d

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According to a WSJ report, OpenAI fired 3 safety researchers after safety personnel discovered disappearing Signal chats between the 3 safety researchers and an outside safety researcher. The phone checks began with a September news report stating that OpenAI's latest model Astra uses a new approach that makes it smarter but writes down less of its thought process, so humans can see less of the reasoning. OpenAI treated the report as a leak of its secret model design and began tracing the source

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The Shanghai Municipal Commission of Economy and Informatization released the "Shanghai Action Plan for Accelerating the High-Quality Development of AI-Empowered Industrial Services (2027-2028)", proposing that by 2028 the penetration rate of AI applications in industrial services reach over 85%, striving to cultivate 10 digitally native unicorn enterprises. The plan provides funding support ranging from up to 5 million to 20 million yuan for stages including R&D and design, supply chain service

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