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Thursday

  1. Unite.AI

    NYU Langone embeds OpenEvidence into Epic EHR, covering 12.4 million outpatient visits per year

    NYU Langone Health and OpenEvidence announced a collaboration to embed OpenEvidence's Patient Aware Clinical Intelligence into its Epic electronic health record system, covering the health system's 12.4 million outpatient visits per year. Clinicians can pose complex clinical questions in natural language within the Epic workflow and receive answers grounded in peer-reviewed medical literature and tailored to the patient's context. The deployment covers its hospitals, outpatient network, and Family Health Centers, and extends to trainees at NYU Grossman's two medical schools.

    NYU Langone Health and OpenEvidence announced a collaboration to embed OpenEvidence's Patient Aware Clinical Intelligence into its Epic electronic health record system, covering the health system's 12.4 million outpatient visits per year. Clinicians can pose complex clinical questions in natural language within the Epic workflow and receive answers grounded in peer-reviewed medical literature and tailored to the patient's context. The deployment covers its hospitals, outpatient network, and Fami

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  2. MediaNama

    Sarvam AI Signs MoU with India's Integrated Defence Staff to Develop AI Systems for the Three Armed Forces

    On October 27, Sarvam AI announced that it had signed a memorandum of understanding with India's Headquarters Integrated Defence Staff (HQ IDS) to establish a unified framework for AI projects for the Army, Navy and Air Force. Sarvam will design, develop and deploy AI applications for operations, training and decision support, with the three services and joint agencies sharing the same foundation models, agent infrastructure, and geospatial and perception systems. The work is handled by Chanakya, a firewall division focused on national security, and uses foundation models such as Sarvam 105B. The announcement did not disclose the signing date, signatories, contract value, funding and duration, or the specific project list, nor did it state whether any systems have already been deployed; neither HQ IDS nor the Ministry of Defence has independently confirmed it.

    On October 27, Sarvam AI announced that it had signed a memorandum of understanding with India's Headquarters Integrated Defence Staff (HQ IDS) to establish a unified framework for AI projects for the Army, Navy and Air Force. Sarvam will design, develop and deploy AI applications for operations, training and decision support, with the three services and joint agencies sharing the same foundation models, agent infrastructure, and geospatial and perception systems. The work is handled by Chanakya

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  3. MediaNama

    Meesho says AI agents let one engineer do the work of a three-person team, with server costs rising to 2.3% of NMV

    Meesho said on its Q2 FY2026-27 earnings call that AI agents have become its default way of developing software: one engineer leading a group of agents can take on the work of what used to be a three-person team, and 65% of teams are driven by a single engineer. The company said its internal productivity score rose 171% from March to September 2026, code review approval time fell 41%, and the time for a model to enter online testing shrank from 17 days to 3 days. At the same time, AI has also pushed up costs: GPU capacity increased 150%, and server costs as a share of net merchandise value (NMV) rose from 1.9% to 2.3%. The company plans to migrate some workflows to cheaper or open-weight models. Meesho also made clear it will not add a platform fee at the shopping cart stage, even though it loses about 2.4 rupees per order.

    Meesho said on its Q2 FY2026-27 earnings call that AI agents have become its default way of developing software: one engineer leading a group of agents can take on the work of what used to be a three-person team, and 65% of teams are driven by a single engineer. The company said its internal productivity score rose 171% from March to September 2026, code review approval time fell 41%, and the time for a model to enter online testing shrank from 17 days to 3 days. At the same time, AI has also pu

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  4. SiliconANGLE

    Microsoft's revenue in the first quarter of fiscal year 2027 was $92.28 billion, with Azure growing 48%

    Microsoft's revenue in the first quarter of fiscal year 2027 grew 19% year over year to $92.28 billion, with earnings per share of $4.89, both exceeding Wall Street expectations, and the stock rose about 4% after hours. For the first time, the company separately disclosed Azure revenue of $33.17 billion, up more than 48% year over year, and changed its financial reporting to two major segments, Agents and Infra and Devices and Consumer, with the former generating $76.8 billion in revenue, up 25%. Capital expenditures and finance leases totaled $45.2 billion this quarter, of which CFO Amy Hood said about 75% was invested in short-lived assets such as GPUs and CPUs, and she expects Azure to grow 49% to 50% in constant currency in the second fiscal quarter.

    Microsoft's revenue in the first quarter of fiscal year 2027 grew 19% year over year to $92.28 billion, with earnings per share of $4.89, both exceeding Wall Street expectations, and the stock rose about 4% after hours. For the first time, the company separately disclosed Azure revenue of $33.17 billion, up more than 48% year over year, and changed its financial reporting to two major segments, Agents and Infra and Devices and Consumer, with the former generating $76.8 billion in revenue, up 25%

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  5. SiliconANGLE

    Samsung Confirms Record Quarterly Operating Profit for Tech Industry, Driven by AI Memory Chip Demand

    Samsung Electronics confirmed third-quarter operating profit of 107.44 trillion won (about $80.5 billion), a record quarterly profit for the tech industry, with revenue of 195.25 trillion won, up 127% year over year. Profit came mainly from the Device Solutions division responsible for the semiconductor business, which posted revenue of 147.1 trillion won and operating profit of 106.5 trillion won. Samsung expects the global memory chip shortage to deepen in fiscal 2027, and its smartphone business posted an operating loss of 0.6 trillion won for the quarter due to rising memory costs.

    Samsung Electronics confirmed third-quarter operating profit of 107.44 trillion won (about $80.5 billion), a record quarterly profit for the tech industry, with revenue of 195.25 trillion won, up 127% year over year. Profit came mainly from the Device Solutions division responsible for the semiconductor business, which posted revenue of 147.1 trillion won and operating profit of 106.5 trillion won. Samsung expects the global memory chip shortage to deepen in fiscal 2027, and its smartphone busin

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  6. AI Business

    Nvidia Invests $3 Billion in Meta's Muse Agent and Reaches Partnership

    Nvidia has invested $3 billion in Meta's Muse agent and the Muse series models, and the two sides announced that the Muse models (Wonder and Wonder Full) and the agent will run on Nvidia infrastructure. Meta plans to expand its deployment of Nvidia hardware, including using Vera Rubin and Vera CPU for next-generation AI agents, and the two sides are also exploring using Nvidia's OpenShell reference architecture for agent security. Meta's consumer-grade Muse agent has reached 10.9 million downloads and 2.5 million daily active users since its launch on September 8, but it has not yet become a profit engine.

    Nvidia has invested $3 billion in Meta's Muse agent and the Muse series models, and the two sides announced that the Muse models (Wonder and Wonder Full) and the agent will run on Nvidia infrastructure. Meta plans to expand its deployment of Nvidia hardware, including using Vera Rubin and Vera CPU for next-generation AI agents, and the two sides are also exploring using Nvidia's OpenShell reference architecture for agent security. Meta's consumer-grade Muse agent has reached 10.9 million downloa

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Friday

  1. Unite.AI

    OpenAI expands its misalignment monitoring system to cover training, evaluation, and external deployment

    On October 29, 2026, OpenAI announced an expanded multi-layer misalignment behavior monitoring system covering training, evaluation, and internal use, and, after modifications, extended to external deployment. The system monitors every reinforcement learning run and evaluation for models at least as capable as GPT-6 Astra, with a four-layer architecture that escalates step by step from activation probes to safety and alignment investigation agents. In independent red team testing conducted by METR and Redwood Research from July 21 to August 11, two client-controllable request headers that could disable the new agent monitoring were found, along with a compression event gap from May to July 2026 in which approximately 10% of eligible internal Codex traffic was not monitored.

    On October 29, 2026, OpenAI announced an expanded multi-layer misalignment behavior monitoring system covering training, evaluation, and internal use, and, after modifications, extended to external deployment. The system monitors every reinforcement learning run and evaluation for models at least as capable as GPT-6 Astra, with a four-layer architecture that escalates step by step from activation probes to safety and alignment investigation agents. In independent red team testing conducted by ME

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  2. Unite.AI

    OpenAI restructures Model Spec around five core behavioral values

    On October 29, 2026, OpenAI released an updated version of the Model Spec, restructuring model behavior guidelines around five values: fidelity to human intent, harm minimization, honesty and transparency, human autonomy, and care, and adding guidance on context, oversight, and autonomy, while retiring most detailed style guidelines. The document sets different levels of authority for instructions, with root-level rules that cannot be overridden by conversational context, and adds root-level rules prohibiting the pursuit of additional goals, requiring models to remain correctable, and limiting autonomous work to clearly defined scopes. OpenAI stated that its models do not yet fully embody the spec, that it is exploring new training methods, and that it is soliciting public feedback through a dedicated feedback site.

    On October 29, 2026, OpenAI released an updated version of the Model Spec, restructuring model behavior guidelines around five values: fidelity to human intent, harm minimization, honesty and transparency, human autonomy, and care, and adding guidance on context, oversight, and autonomy, while retiring most detailed style guidelines. The document sets different levels of authority for instructions, with root-level rules that cannot be overridden by conversational context, and adds root-level rul

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  3. Unite.AI

    Mintive Raises $7 Million to Provide Independent Identity and Permission Management for AI Agents

    Mintive has completed a new $7 million funding round led by Cowboy Ventures, bringing total funding to $11 million. The company says it currently handles 2.5 million agent calls per day, serves more than 50 paying enterprise customers, and has processed over 200 million cumulative calls in seven months. Its platform assigns each agent an independent identity, scoped permissions, and traceable operation records; underlying service credentials remain within the gateway, agents access tools through short-lived tokens, and administrators can revoke an individual agent's token separately.

    Mintive has completed a new $7 million funding round led by Cowboy Ventures, bringing total funding to $11 million. The company says it currently handles 2.5 million agent calls per day, serves more than 50 paying enterprise customers, and has processed over 200 million cumulative calls in seven months. Its platform assigns each agent an independent identity, scoped permissions, and traceable operation records; underlying service credentials remain within the gateway, agents access tools through

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  4. Unite.AI

    OpenAI-backed Thrive Holdings to acquire ADT in an all-cash deal valued at $15.3 billion

    ADT and Thrive Holdings announced on October 29, 2026 that they had reached a definitive agreement under which Thrive Holdings will acquire ADT in an all-cash transaction valuing ADT's equity at approximately $7.6 billion and its enterprise value at approximately $15.3 billion, with ADT shareholders receiving $10.00 in cash per share. The price represents a 45.6% premium over ADT's unaffected closing price of $6.87 on October 27, 2026. The transaction is expected to close in the first quarter of 2027, subject to approval by ADT shareholders and U.S. antitrust review. Upon completion, ADT will become a private company and be delisted from the NYSE, and will serve as the foundation of Thrive Holdings' smart home security business; OpenAI announced on December 1, 2025 that it had taken a stake in Thrive Holdings and deployed research, product and engineering teams into its portfolio companies.

    ADT and Thrive Holdings announced on October 29, 2026 that they had reached a definitive agreement under which Thrive Holdings will acquire ADT in an all-cash transaction valuing ADT's equity at approximately $7.6 billion and its enterprise value at approximately $15.3 billion, with ADT shareholders receiving $10.00 in cash per share. The price represents a 45.6% premium over ADT's unaffected closing price of $6.87 on October 27, 2026. The transaction is expected to close in the first quarter of

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  5. Unite.AISelected

    CrowdStrike says VAPOR PANDA attacked more than 200 organizations using the DeepSeek-driven ARTEX framework

    CrowdStrike's report states that the China-linked group VAPOR PANDA used an AI-driven intrusion framework called ARTEX, built primarily on the DeepSeek large language model with another commercial model as a secondary component, to target more than 200 organizations in at least 14 countries over 11 days starting October 17, 2026, and confirmed post-compromise activity at 9 of them. ARTEX consists of a main agent and planning and execution sub-agents that share a fact and goal graph; in a single intrusion the planning agent consumed about 1.4 billion input tokens, and operators issued commands in Chinese and intervened at key junctures. CrowdStrike also says the group deployed the BLOODALCHEMY backdoor at some targets, and predicts that China-linked adversaries will increasingly adopt such agent frameworks over the next 12 months.

    CrowdStrike's report states that the China-linked group VAPOR PANDA used an AI-driven intrusion framework called ARTEX, built primarily on the DeepSeek large language model with another commercial model as a secondary component, to target more than 200 organizations in at least 14 countries over 11 days starting October 17, 2026, and confirmed post-compromise activity at 9 of them. ARTEX consists of a main agent and planning and execution sub-agents that share a fact and goal graph; in a single

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  6. SiliconANGLE

    Report: Nvidia CEO Jensen Huang Targeted by Chinese Intelligence Operation

    The New York Times, citing people familiar with the matter, reported that Nvidia CEO Jensen Huang has been caught up in a Chinese intelligence operation involving Alice Huang (Huang Le), an executive at Singapore-based data center operator Megaspeed, whom the U.S. side believes to be a Chinese intelligence officer. The report said she built a close relationship with Huang and, a year later, facilitated Megaspeed's purchase of about $2 billion in GPUs from Nvidia, with the chips flowing to data centers in Malaysia and Indonesia that are suspected of serving Chinese customers. About two years ago, the U.S. Commerce Department found GPUs at a Megaspeed data center in Malaysia that had not been installed in racks and were still in their boxes, and subsequently launched an investigation; the Justice Department took over the case this year, and intelligence agencies placed Alice Huang under electronic surveillance. Nvidia responded that meeting with customers is part of the CEO's daily work and that allegations of transshipment against cloud service providers in the region were thoroughly investigated and rejected last year.

    The New York Times, citing people familiar with the matter, reported that Nvidia CEO Jensen Huang has been caught up in a Chinese intelligence operation involving Alice Huang (Huang Le), an executive at Singapore-based data center operator Megaspeed, whom the U.S. side believes to be a Chinese intelligence officer. The report said she built a close relationship with Huang and, a year later, facilitated Megaspeed's purchase of about $2 billion in GPUs from Nvidia, with the chips flowing to data c

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  7. SiliconANGLE

    Intel stock falls more than 22% after hours as Q4 guidance comes in far below expectations

    Intel reported third-quarter revenue of $16.51 billion, up 21% year-over-year, and earnings per share of 52 cents, both beating Wall Street expectations. However, its fourth-quarter guidance was only about 25 cents per share on revenue of $15 billion to $16 billion, far below analysts' expectations of 43 cents and $17.1 billion, sending the stock down more than 22% after hours. Revenue from the Client Computing and Physical AI businesses fell 5% year-over-year to $8.1 billion, while revenue from the Data Center and AI segment grew 78% to $7.3 billion. CFO David Zinsner said the PC market slowdown will last at least through the first half of next year, and an explosion at a fab in Israel will also cause about $600 million in revenue losses over the next two quarters.

    Intel reported third-quarter revenue of $16.51 billion, up 21% year-over-year, and earnings per share of 52 cents, both beating Wall Street expectations. However, its fourth-quarter guidance was only about 25 cents per share on revenue of $15 billion to $16 billion, far below analysts' expectations of 43 cents and $17.1 billion, sending the stock down more than 22% after hours. Revenue from the Client Computing and Physical AI businesses fell 5% year-over-year to $8.1 billion, while revenue from

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  8. The Guardian Technology

    Alphabet's third-quarter net profit fell 25%, and its market value evaporated by $500 billion

    After Alphabet announced its third-quarter earnings, its stock price fell sharply for two consecutive days, and its market value evaporated by about $500 billion. Net profit for the quarter fell 25% year over year to $26.2 billion, or $2.12 per share, below FactSet analysts' expectations; revenue rose 25% to $127.6 billion, and advertising revenue rose 11% to $82 billion. Google Cloud revenue rose 103% to $30.7 billion, and the company said sales of its self-developed TPU chips contributed significantly; capital expenditure for the quarter was $51.4 billion, and the 2026 capital expenditure guidance is $195 billion to $205 billion.

    After Alphabet announced its third-quarter earnings, its stock price fell sharply for two consecutive days, and its market value evaporated by about $500 billion. Net profit for the quarter fell 25% year over year to $26.2 billion, or $2.12 per share, below FactSet analysts' expectations; revenue rose 25% to $127.6 billion, and advertising revenue rose 11% to $82 billion. Google Cloud revenue rose 103% to $30.7 billion, and the company said sales of its self-developed TPU chips contributed signi

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  9. 9to5Mac

    Reddit will require login to access most content

    Reddit announced it will shift to a logged-in-user-first experience, with most content requiring a login account to access, a major change in its 21-year history. CEO Steve Huffman said the move is intended to improve user experience, strengthen the advertising business, and stop bots from scraping proprietary data. The new experience will begin testing outside the United States this quarter; the homepage and content reached via search engines or shared links will remain accessible, but browsing specific subreddits without logging in will no longer be possible.

    Reddit announced it will shift to a logged-in-user-first experience, with most content requiring a login account to access, a major change in its 21-year history. CEO Steve Huffman said the move is intended to improve user experience, strengthen the advertising business, and stop bots from scraping proprietary data. The new experience will begin testing outside the United States this quarter; the homepage and content reached via search engines or shared links will remain accessible, but browsing

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  10. CNET

    New York Times investigation claims Nvidia CEO Jensen Huang may be a target of Chinese intelligence activities

    A New York Times investigative report claims that Nvidia CEO Jensen Huang may be a target of Chinese intelligence activities, and that the US has identified Alice Huang, an executive at the Singapore data center company Megaspeed who has close ties to him, as a suspected Chinese government intelligence operative. Alice Huang is a Chinese citizen; Megaspeed purchases chips from Nvidia and sells computing power to Chinese AI labs including Alibaba. While conducting electronic surveillance of the company over suspected improper resale of advanced Nvidia chips to China, the US found that she was also suspected of passing information to the Chinese government. Nvidia responded that Huang's contact with Alice Huang was not unusual and that customers such as Megaspeed would not receive sensitive trade secrets.

    A New York Times investigative report claims that Nvidia CEO Jensen Huang may be a target of Chinese intelligence activities, and that the US has identified Alice Huang, an executive at the Singapore data center company Megaspeed who has close ties to him, as a suspected Chinese government intelligence operative. Alice Huang is a Chinese citizen; Megaspeed purchases chips from Nvidia and sells computing power to Chinese AI labs including Alibaba. While conducting electronic surveillance of the c

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  11. CNET

    Google Expands AI Mode Ads to 10 Countries and Introduces Multiturn Ads

    Google is expanding ads in AI Mode to 10 new countries, including Australia, Canada, India, Kenya, and Singapore, and plans to enter Brazil, Mexico, and the UK later this year. In the US, Google introduced "multiturn ads," which can display ads based on commercial relevance in follow-up questions within AI Mode. Google Chief Business Officer Philipp Schindler said user queries are shifting to AI Overviews and AI Mode, causing search ad revenue growth to slow in the third quarter.

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  12. The Verge AI

    Microsoft offers voluntary severance to about 60,000 employees

    Microsoft is offering voluntary severance packages to about 60,000 employees in the United States, the United Kingdom, Canada, and India, a scale far exceeding the retirement package offered to about 9,000 people earlier this year. As of June 30, Microsoft had about 223,000 employees, down 5,000 from the previous year, the first year-over-year decline in a decade; eligible employees must decide whether to accept by December. The article also mentions that Turn 10 Studios head Dan Greenawalt will retire, and that Bethesda may announce the title "The Elder Scrolls VI: Sentinel" next month.

    Microsoft is offering voluntary severance packages to about 60,000 employees in the United States, the United Kingdom, Canada, and India, a scale far exceeding the retirement package offered to about 9,000 people earlier this year. As of June 30, Microsoft had about 223,000 employees, down 5,000 from the previous year, the first year-over-year decline in a decade; eligible employees must decide whether to accept by December. The article also mentions that Turn 10 Studios head Dan Greenawalt will

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Wednesday

  1. The Guardian Technology

    xAI Accused of Offering to Buy Homes in Exchange for Residents Dropping Data Center Noise Lawsuit

    The Guardian reports that xAI, in Southaven, Mississippi, has been offering to buy homes from residents through real estate agents on the condition that homeowners not join a class-action lawsuit over noise from its gas turbines. One agent said the goal is to purchase 418 homes, and 18 households have already agreed to sell; xAI did not respond to these figures and denies all allegations in the noise lawsuit. Local residents say the gas turbines run around the clock and produce constant noise resembling that of airplane engines, and three residents filed suit in June.

    The Guardian reports that xAI, in Southaven, Mississippi, has been offering to buy homes from residents through real estate agents on the condition that homeowners not join a class-action lawsuit over noise from its gas turbines. One agent said the goal is to purchase 418 homes, and 18 households have already agreed to sell; xAI did not respond to these figures and denies all allegations in the noise lawsuit. Local residents say the gas turbines run around the clock and produce constant noise re

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  2. Data Center Knowledge

    Oracle Cloud to Offer Google TPU and Inference Chips from OpenAI, Cerebras, and Others

    Oracle announced that it will deploy Google TPU on OCI, along with inference chips from OpenAI, Cerebras, SambaNova, and Positron AI, giving customers more computing options beyond Nvidia GPUs. Oracle says it will become the first hyperscale cloud provider other than Google Cloud to offer TPU; TPU and the Cerebras wafer-scale engine are planned to launch in 2027, and Positron Atlas is already available. At the same time, Oracle is expanding its partnership with Nvidia, with the Vera Rubin NVL72 system and Vera CPU now generally available on OCI.

    Oracle announced that it will deploy Google TPU on OCI, along with inference chips from OpenAI, Cerebras, SambaNova, and Positron AI, giving customers more computing options beyond Nvidia GPUs. Oracle says it will become the first hyperscale cloud provider other than Google Cloud to offer TPU; TPU and the Cerebras wafer-scale engine are planned to launch in 2027, and Positron Atlas is already available. At the same time, Oracle is expanding its partnership with Nvidia, with the Vera Rubin NVL72

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