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NVIDIA Invests $3 Billion in Meta and Expands Muse Agent Collaboration

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 reference architecture and expanding deployments of infrastructure including Vera Rubin, Vera CPU, and Spectrum-X networking.

DeepSeek and MiniMax complete AI model overseas registration, with compliance processes for open-source releases and overseas licensing now fully operational

DeepSeek and MiniMax have completed the relevant registration procedures, fully establishing the compliance processes for the open-source release and overseas licensing of their large models. According to Science and Technology Innovation Board Daily, MiniMax's technology export registration this time covers some recently released and soon-to-be-released models, spanning two major scenarios: open-source releases and overseas licensing. Previously, on October 16, the Ministry of Commerce and the Ministry of Science and Technology jointly issued an announcement soliciting public comments on the revision of the Catalog of Technologies Prohibited or Restricted from Export in China, proposing to include 23 AI technologies within the scope of export controls.

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.

A PHP high-severity vulnerability triggers global panic; volunteer Ondřej Surý single-handedly completes the critical packaging work

Two PHP remote code execution vulnerabilities with a CVSS score of 9.2 were disclosed; information leaked before the patch was released, and Cloudflare observed hundreds of thousands of attack attempts within two hours. Germany, Finland, France, Belgium and other countries took protective measures for public sector websites, and the U.S. CISA, the EU CERT-EU, and the UK NCSC issued urgent warnings in succession. Czech volunteer Ondřej Surý, through volunteer work, packaged the PHP source code into installable software packages, enabling millions of servers to be patched quickly; the donations he received in these 24 hours were roughly equal to those of the past year.

a16z crypto rebrands as a16z Frontier, crypto VCs collectively pivot to AI

On October 22, Chris Dixon announced that a16z crypto is being renamed a16z Frontier; the new fund will invest in emerging technologies such as AI and robotics while continuing to invest in Crypto. Five months earlier, a spokesperson for the fund had said it was 100% focused on crypto founders. The article notes that leading crypto VCs including Paradigm, Haun Ventures, and Framework also expanded into AI, robotics, and energy during the same period, and that of the $510 billion in global venture capital in the first half of 2026, Crypto accounted for only $10.8 billion.

Fortinet Issues Emergency Update Due to AI-Discovered Critical Vulnerabilities

Fortinet announced unscheduled security updates for FortiOS, FortiManager, FortiAnalyzer, FortiMail, and FortiAuthenticator to fix critical and high-risk vulnerabilities discovered by the Frontier-AI model during security testing, and urged customers to install them as soon as possible. Affected versions include FortiOS 8.0.2, 7.6.8, 7.4.13, 7.2.14, and others; FortiSASE will update automatically by this Thursday. Fortinet also warned that similar AI capabilities could be used by attackers to reverse-engineer patches and construct working exploits within hours or days.

Nvidia, Microsoft and others warn UK has one year to defuse data center protest risk

AI infrastructure companies including Nvidia, Microsoft and Cisco have submitted recommendations to the UK government, saying the UK has about 12 months to establish a "compact" that benefits communities, or it may face protests similar to those in the US that threaten data center construction. The SAIL working group recommends letting councils that approve data centers retain more tax revenue and establishing a local benefit framework. Organizations such as PauseAI UK and Foxglove criticized this approach as buying off communities with benefits, and noted that 15 community groups in Scotland are already opposing related projects.

Code testing startup Blacksmith raises $66 million Series C at a $1 billion valuation

Continuous integration cloud service provider Blacksmith has raised a $66 million Series C round led by Sequoia Capital, with participation from Peak XV Partners, Y Combinator and GV, at a company valuation of $1 billion, bringing total funding to $125 million. The company offers CI cloud services on its own servers; more than 10,000 enterprises currently use it, and weekly code checks have grown from about 5 million in early 2026 to about 90 million, while annual recurring revenue grew 17-fold over the same period. CEO Aditya Jayaprakash said AI coding tools have made writing code easy and the bottleneck has shifted to code verification; this round's funds will mainly be used to buy servers to expand the global CI cloud and to grow the team from about 40 people to 75 by the end of the year.

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ASI Completes $325 Million Series C Funding at a $3 Billion Valuation

AI infrastructure management software company ASI has completed a $325 million Series C funding round at a $3 billion valuation, led by Spark Capital with participation from Citadel Securities, Andreessen Horowitz and others. ASI, formerly known as Air Space Intelligence, builds models that simulate physical reality for the aviation, defense and energy industries, with customers including the FAA, United Airlines, Delta Air Lines, the U.S. Army and National Grid USA. In June of this year, ASI signed an $875 million multi-year contract with the FAA; its software was deployed last month at Washington Dulles International Airport and is planned to expand to major U.S. airports.

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