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Thursday208 items

  1. Wallstreetcn
    AI score69

    The United States restricts DeepSeek and other Chinese companies; China says it will take necessary measures in response

    On the 19th, the U.S. Department of Homeland Security ordered federal civil administrative agencies to remove DeepSeek technology from their information technology systems and prohibited future procurement of products and services from DeepSeek and its affiliated companies; the ban also extends to third-party products that use DeepSeek technology. On the same day, the U.S. Department of State, under the Protecting American Intellectual Property Act, sanctioned five Chinese entities, including Shanghai Zhisuan Technology and MiraclePlus, on grounds of trade secret theft. On the 20th, China's Ministry of Commerce responded twice, expressing strong dissatisfaction and firm opposition, urging the U.S. to correct its erroneous practices, and otherwise stating it will take necessary measures to safeguard the rights and interests of Chinese companies.

    #English text is being prepared.#DeepSeek

  2. Wallstreetcn
    AI score60

    Nvidia locks in over $4 billion in packaging and testing capacity at Berlin GTC; CPO equipment demand to hit an inflection point in 2027

    A BofA Securities report says that at the October 21 Berlin GTC, Nvidia confirmed that its Vera Rubin GPU and CPU have entered full mass production, and made capacity commitments totaling more than $4 billion to ASE/SPIL, KYEC, and Amkor. Of this, KYEC received a $1.1 billion prepayment for a new test facility in the United States, while Amkor secured a $3 billion agreement to expand its South Korean interposer capacity by more than 300% by the end of 2028. The report argues that the AI infrastructure bottleneck has shifted from chip design to packaging and testing, that demand for CPO-related equipment is expected to grow tenfold in 2027, and that the adoption inflection point is expected in the fourth quarter of 2027.

    Same story · 7 reports

    #Industry news#English text is being prepared.#English text is being prepared.

  3. Sina Tech
    AI score67

    DeepSeek Reportedly Completes About 100 Billion Yuan Financing, with CATL and Tencent as Major Investors

    According to domestic technology media reports, DeepSeek recently completed about 100 billion yuan (equivalent to 15 billion US dollars) in financing, with CATL and Tencent among the largest strategic investors in this round. The report said that during negotiations, DeepSeek raised its financing target at least twice, from the initial 50 billion yuan to 80 billion yuan, and ultimately settled at about 100 billion yuan. These funds will support its competition with Anthropic, OpenAI and other companies in the global large-model market.

    Same story · 14 reports

    #Industry news#DeepSeek#OpenAI

  4. Rohan Paul
    AI score66

    Meta plans to issue non-voting shares to finance AI infrastructure

    According to an FT report, Meta's AI infrastructure spending requires external equity financing on a scale beyond what its founder control structure can bear, so the company will create a class of shares that gives investors only economic rights and no voting rights. This means Meta can issue non-voting stock, allowing Zuckerberg to sell shares while retaining control of the company. In exchange, Zuckerberg has committed to continuing to live in California or where Meta is headquartered for 8 years after telling the board he might leave; the backdrop to this threat is Proposition 40, which goes before voters on November 3 and would impose a one-time 5% tax on California billionaires.

    Same story · 11 reports

    #Industry news#Meta

  5. Shanghai Observer
    AI score61

    Tesla Reveals Optimus Timeline: Fremont Production Line with Annual Capacity of One Million Units Has Begun Production, External Deliveries Possible by End of Next Year

    In its Q3 2026 financial report, Tesla stated that Optimus has begun production on a high-volume production line at the Fremont factory, which is planned to have an annual capacity of 1 million units, while the second production line at the Texas Gigafactory has a long-term designed annual capacity of 10 million units. Musk said on the call that most of the production line has been implemented, but reaching a rate of 20,000 units per week will still take at least a year or longer, and he expects Optimus may be delivered to companies other than Tesla around the end of next year. He also said Optimus will be equipped with the AI5 chip around April next year, with computing power roughly an order of magnitude higher than AI4, and plans to release a demonstration video of non-preprogrammed operation within one or two months.

    Same story · 11 reports

    #Industry news#Embodied AI#English text is being prepared.

  6. Rohan Paul
    AI score74

    Microsoft report says Storm-0940 used open-source AI agent ARTEX to automate attacks on hundreds of organizations

    Microsoft released a report stating that a China-linked actor named Storm-0940 used the open-source AI agent ARTEX to automate attacks on hundreds of organizations across different industries worldwide. ARTEX is released as open source on GitHub and chains together multiple LLM agents, requiring almost no human intervention from reconnaissance to data theft; it logs in using ConnectWise's Microsoft 365 backup and management application key, bypassing user sign-in and MFA, and in several intrusions achieved cloud privileged access from the initial target in under 3 hours. The report also notes that most attack attempts failed, with one password spray recording 151K+ failures and not a single success, and that application sign-in alone does not prove data was stolen.

    #Safety / alignment#Agents#Open-source ecosystem

  7. Rohan Paul
    AI score63

    Meta plans non-voting Class C shares to fund AI investment without diluting Zuckerberg's control

    Semafor reports that Meta is creating non-voting Class C shares to raise financing for AI without diluting Zuckerberg's control. After a charter amendment on January 19, 2027, each Class A or Class B share will receive 1 Class C share, with an effect on the Class A share price similar to a 2-for-1 stock split, but holders' voting rights will remain unchanged. These shares will also be used to pay employee compensation, and Zuckerberg's lawyers told the special committee that the voting shares would exclude sovereign financial institutions from buyers. Alphabet's similar structure allowed it to sell $85 billion in stock this year, providing Meta with a template for financing $135 billion to $145 billion in capital expenditures.

    Same story · 11 reports

    #Industry news#English text is being prepared.#Meta

  8. Phoenix Technology
    AI score71

    Anthropic Reportedly to Publicly File IPO Prospectus as Early as Friday

    Three people familiar with the matter told Yahoo Finance that Anthropic will publicly file its S-1 investor prospectus as early as this Friday, clearing procedural hurdles for a November listing. The company confidentially submitted a draft registration statement to the SEC in June; according to The Wall Street Journal, its revenue in the first half of 2026 was $16.3 billion with a net loss exceeding $80 billion, while Reuters said Wall Street expects its valuation could reach $2 trillion and its fundraising could be as high as $100 billion.

    Same story · 4 reports

    #Industry news#OpenAI#Anthropic

  9. Phoenix Technology
    AI score81

    Report: DeepSeek completes about 100 billion yuan financing, with Tencent and CATL participating

    According to Bloomberg, DeepSeek raised about 100 billion yuan (about 15 billion US dollars) in a new round of financing; the financing target was raised twice from an initial 50 billion yuan to 80 billion yuan and finally to 100 billion yuan, with CATL and Tencent among the largest investors. The report said this round of financing paves the way for its future listing; DeepSeek is preparing for an IPO and increasing investment in AI data centers and open-source models. As of publication, DeepSeek, Tencent and CATL had not responded to requests for comment.

    Same story · 14 reports

    #Industry news#DeepSeek#OpenAI

  10. Wallstreetcn
    AI score70

    Report: DeepSeek Completes Approximately RMB 100 Billion Financing Round, With CATL and Tencent Participating

    Sina, citing media reports, says DeepSeek has completed approximately RMB 100 billion (about USD 15 billion) in financing, with the target raised during negotiations from RMB 50 billion to RMB 80 billion and then to approximately RMB 100 billion. CATL plans to invest an additional approximately RMB 10 billion, and Tencent is also one of the largest investors in this round; the new investors are mainly industrial institutions such as Shixi Capital, SMIC Capital, Legend Capital, and Geely. DeepSeek is also advancing a STAR Market IPO, planning to file as early as the end of this year with a target listing in 2027, and Yan Wentao took office as CFO in late September.

    Same story · 14 reports

    #Industry news#DeepSeek

  11. Wallstreetcn
    AI score62

    Nvidia Reportedly in Talks to Invest Hundreds of Millions of Dollars in Australian AI Cloud Provider Firmus

    According to The Information, Nvidia is in negotiations with Australian AI cloud provider Firmus over an investment worth hundreds of millions of dollars. After withdrawing its plan earlier this month to list on the Australian Securities Exchange at a $30 billion valuation, Firmus is seeking at least $2 billion in private financing; Nvidia had previously participated in its last three funding rounds. Nvidia has provided more than $170 billion in credit guarantees and capital support to major customers such as neoclouds, and as of July this year its holdings of unlisted securities reached $51.2 billion.

    #Industry news#English text is being prepared.#OpenAI

  12. East Money
    AI score55

    Google CEO Pichai says new computing power leasing demand in 2027 will be extremely difficult to meet, and the industry is entering a high-prosperity period worth hundreds of billions

    In a podcast interview, Google CEO Pichai said that even if customers now want computing power for 2027, it would be extremely difficult for Google to meet the demand, and that Google briefly leased external computing power last year to serve some customers. He also discussed agent commercialization, the Apple partnership and space data centers around the new model Gemini 4 Argon, and acknowledged that supply chain bottlenecks and macroeconomic shocks could lead to overbuilding. The article cites data from the China Academy of Information and Communications Technology saying the computing power leasing market is expected to exceed 260 billion yuan in 2026, while CITIC Securities, Shanxi Securities and Kailuan Securities gave assessments respectively on rising volume and prices, supply-demand mismatch, and the shift of business models toward Token revenue sharing.

    Same story · 5 reports

    #Industry news#Google#English text is being prepared.

  13. East Money
    AI score74

    PHP Exposed with php2shell Remote Code Execution Vulnerability, Tencent Cloud, OpenAI, and Google Issue Joint Announcements

    PHP has been disclosed to contain remote code execution vulnerabilities tracked as CVE-2026-109618 and CVE-2026-109619, codenamed php2shell, through which attackers can trigger memory corruption via specially crafted multipart POST requests and gain full control of the server. Tencent Cloud issued a risk advisory on the evening of October 21 and recommended self-inspection and remediation; OpenAI said this is one of the most impactful vulnerabilities recently and will provide defenders with $1 billion in subsidized access credits through the Daybreak for Frontline Defenders program; Google said Google Cloud itself is not affected, but users running PHP on the platform may still face risks, and Gemini4Argon participated in vulnerability discovery, exploit development, attack detection, and patch verification.

    #Safety / alignment#OpenAI#Google

  14. 36Kr · AI
    AI score53

    First AI Supercreator Plagiarism Dispute: Creator of "Trust Tracker" Accuses "Blood Oath" of Idea Appropriation

    AI supercreator Magic Xiaomi accused Angel on Douyin on October 14 of plagiarizing her work "Trust Tracker" in Angel's comic drama "Blood Oath." On October 16, she listed 13 sets of comparative evidence, and Angel publicly rebutted each point with 28 images and texts. The two sides each stick to their own account of whether they had access to each other's works. The article points out that both sides use AI models and agents to produce visuals and claim original scripts, and that the boundaries of originality among such supercreators are blank at both the judicial and moral levels; in early October 2026, the Heping District Court of Tianjin concluded the first case of adapting a written work into an AI comic drama, ruling that importing another person's complete written work into AI for secondary generation without authorization constitutes an act of adaptation.

    #English text is being prepared.#Video#Industry news

  15. 36Kr · AI
    AI score60

    Qi Junyuan, former head of Doubao's PC division, founded Today AI, which has raised over $200 million in cumulative funding

    According to 5Y Capital, Shanghai-based personal AI assistant company Today AI has completed over $200 million in cumulative funding, equivalent to approximately RMB 1.336 billion. Investors include IDG Capital, Tencent, 5Y Capital, Ant Group, Sequoia China, and Transsion Holdings. The company was registered and founded in March this year by Qi Junyuan, former vice president of Feishu product and head of Doubao's PC division. The domestic version of its product Today launched on September 25; the basic version is free, and new users can receive 100 million tokens and a one-month Pro membership. Today focuses on proactive assistance: after user authorization, it continuously reads emails, calendars, notes, and files, and can invoke a cloud computer to execute tasks.

    Same story · 4 reports

    #Industry news#Agents#OpenAI

  16. Intelligent Manufacturing Network
    AI score50

    HuiXi Intelligence has raised over 2.5 billion yuan in cumulative funding this year, accelerating the large-scale application of high-compute chips for embodied intelligence

    HuiXi Intelligence, a high-compute chip company for embodied intelligence, announced that with the successive completion of its Pre-B+ and B rounds of financing, the company's cumulative equity financing in 2026 has exceeded 2.5 billion yuan, led by the Beijing Artificial Intelligence Industry Investment Fund, with participation from multiple government funds and market-oriented institutions, and continued increases from existing shareholders. This round of funding will be focused on R&D of a new generation of high-compute chips for embodied intelligence, and will accelerate large-scale delivery and industrial ecosystem development. The company said its Guangzhi R1 chip computing platform has been applied to AgiBot Genie G2 robots; in June 2026, multiple such robots, during a 6-day continuous production-line livestream operation, completed a cumulative 17,625 operations with a task success rate of 99.99%.

    #Industry news#Embodied AI#English text is being prepared.

  17. English text is being prepared.
    AI score60

    Tesla Optimus Fremont Production Line Enters Early Ramp-Up

    In its Q3 2026 earnings report, Tesla disclosed that Optimus has begun production on a new line at its Fremont, California factory, with the project status changed from "under construction" to "early ramp-up," while the Texas project remains in the construction phase. On the earnings call, Musk said the initial ramp-up will be slow, that reaching a capacity of 20,000 units per week will take at least a year or even longer, and that he expects deliveries to companies other than Tesla around the end of 2027. Tesla also plans to raise its training compute to 400 megawatts by the end of the year.

    Same story · 11 reports

    #Industry news#Embodied AI#English text is being prepared.

  18. CNET
    AI score60

    Meta says over 10 million users have used the Muse agent, with more than a quarter using it for shopping

    Meta CEO Zuckerberg said on the third-quarter earnings call that Meta Muse's active users have exceeded 10 million, with more than a quarter of them using the agent for shopping, at an average purchase amount of over $200 per transaction. He said that because demand exceeded expectations, Meta partnered with Stripe to raise credit limits, and mentioned that Muse will be integrated into Meta smart glasses next month. Meta's revenue for the quarter was $64.6 billion, up 26% year over year.

    Same story · 11 reports

    #Industry news#Agents#OpenAI

  19. SiliconANGLE
    AI score52

    SAP quarterly revenue tops €10 billion for the first time, cloud backlog up 26%

    SAP reported quarterly total revenue of €10.27 billion, surpassing €10 billion for the first time, with cloud business revenue up 25% year over year to €6.67 billion, current cloud backlog up 26% to €24.11 billion, and raised its full-year revenue forecast. CEO Christian Klein said AI was the main driver of customers moving to the cloud this quarter, with hundreds of customers subscribing to its AI agent product Joule, which can connect to more than 70 AI models.

    #Industry news#Agents

  20. SiliconANGLE
    AI score62

    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.

    Same story · 2 reports

    #Industry news#English text is being prepared.#English text is being prepared.