@Yuchenj_UW I think we’re going to see a lot of stranded compute in partially complete data centers
#English text is being prepared.#English text is being prepared.#English text is being prepared.
The author argues that FDE (Forward Deployed Engineer) is more likely a transitional business strategy for AI vendors competing for enterprise customers, rather than a long-term standard model for enterprise AI delivery. The article points out that FDE relies on original vendor certification and technical support, lacks the incentive to recommend competitors' SOTA solutions, and may not have cross-platform evaluation capabilities, thus creating a delivery paradox: if delivery succeeds, the long-term necessity of FDE should decline; if it remains irreplaceable, then whether delivery is successful needs to be re-examined. The article cites a Gartner forecast that by 2028, 70% of enterprises will abandon Agentic AI built by vendor FDEs, and offers five questions for enterprises to judge whether delivery is successful.
#English text is being prepared.#Agents#Industry news
The Verge reports that after Google launched AI Overviews in 2024 and AI Mode in May 2025, online publishers' search traffic has declined significantly. A June 2025 WSJ report, citing Similarweb data, said that within three years the share of The New York Times' traffic coming from search fell from 44% to 35.5%; Digiday reported that 19 DCN members saw Google traffic drop by 1% to 25% between May and June 2025; DMG Media told the UK CMA that click-through rates fell by as much as 89% from June to July 2025. Google search head Liz Reid said click volume is relatively stable, and Senior Vice President Nick Fox said the web is still thriving; the company has made sources more prominent and said 400 publishers have joined the News AI pilot.
#English text is being prepared.#Search#Google
In episode 20 of the Interconnects podcast, Nathan Lambert and Florian Brand discussed how Kimi K3.1 Pro ranks high on Artificial Analysis but receives mixed reviews, arguing that its training leans more toward exploitation than exploration, with weaker performance on long-horizon benchmarks such as ProgramBench. The two also discussed the cybersecurity controversy surrounding open-weight models, noting that no large-scale exploitation occurred after the disclosure of the PHP2Shell vulnerability, and talked about Anthropic not hiring junior employees as well as Florian's experience using Muse to handle everyday tasks such as shopping.
#English text is being prepared.#Open-source ecosystem#Safety / alignment
Bill Gates wants powerful open-weight models to run only where the government says they can. For any model capable of sophisticated cyber attacks, he wants safeguards and monitoring kept in by law. Developers could still use these models for free and customize them, but only on certified platforms that detect and refuse any attempt to strip out the safeguards. ---- Full video on "Decoder with Nilay Patel (@reckless) and The Verge" YouTube channel, (link in comment)
#English text is being prepared.#Safety / alignment#OpenAI
English text is being prepared.
#Industry news#OpenAI#English text is being prepared.
Historian Niall Ferguson, researcher Lisa Klaassen, and former Google CEO Eric Schmidt wrote in Foreign Affairs, comparing OpenAI and Anthropic to colonial-era East India Companies, arguing that they negotiate with governments but remain constrained by them. The article cites the example of the U.S. Commerce Department in June requiring Anthropic to cut off foreign nationals' access to its two most powerful models; because Anthropic could not verify users' nationalities in real time, it took Fable 5 and Mythos 5 offline worldwide. About two weeks later, export controls on Fable 5 were lifted, while Mythos 5 remains available only to certain U.S. institutions. The authors also say U.S. tech companies plan to invest more than $600 billion in 2026, much of it debt-financed, while China plans to invest $295 billion over five years, and they propose an "imperial trilemma" in which defense, technological leadership, and the welfare state are difficult to achieve at the same time.
#Industry news#OpenAI#Anthropic
Anthropic recommends that enterprises evaluate whether to consolidate sub-agents, because a single agent that loads context on demand often outperforms multiple specialized sub-agents in quality, cost, and latency. Starting with Opus 4.5, as well as newer models such as Opus 5.5 and Fable 5.1, complex plans can be managed directly within a single loop; in one comparison, the single-agent architecture ran at roughly twice the speed of the multi-agent approach. Anthropic released a migration toolkit on GitHub and cautions against consolidating blindly, because in one customer-service agent test, merging in sub-agents reduced latency but broke the existing workflow.
#English text is being prepared.#Agents#Anthropic
Seven cybersecurity experts interviewed by Reuters believe that as AI continues to uncover hidden security vulnerabilities in software, incidents like this week's successive service disruptions at government websites in many parts of the world are almost certain to happen again. Research soon to be released by VulnCheck shows that AI has driven growth in the number of vulnerabilities discovered, with the number found in the past year doubling year over year. Cloudflare CEO Matthew Prince said that for the next two years it will feel every week as if the sky is falling, but in the long run AI discovering vulnerabilities still does more good than harm.
#Safety / alignment#Industry news#English text is being prepared.
The article outlines the trend of AI compute center cooling shifting from air cooling to liquid cooling. Nvidia's Vera Rubin racks have eliminated fans, exceed 190 kilowatts of power per rack, and adopt 100% full liquid cooling, while air cooling can generally only handle about 20 to 30 kilowatts of heat dissipation per rack. The article points out that cold plates, CDUs, and quick connectors together account for about 85% of the cost of a liquid cooling system, that the high-end market has long been controlled by Taiwanese and European/American manufacturers, and it summarizes three ways Chinese manufacturers are entering: cross-sector restructuring, single-point efficiency, and trading time for market.
#Industry news#English text is being prepared.#English text is being prepared.
Bill Gates wants powerful open-weight models to run only where the government says they can. For any model capable of sophisticated cyber attacks, he wants safeguards and monitoring kept in by law. Developers could still use these models for free and customize them, but only on certified platforms that detect and refuse any attempt to strip out the safeguards. ---- Full video on "Decoder with Nilay Patel (@reckless) and The Verge" YouTube channel, (link in comment)
#English text is being prepared.#Safety / alignment#English text is being prepared.
#English text is being prepared.#English text is being prepared.#Safety / alignment
At CASPA's 35th Annual Conference, SemiAnalysis founder Dylan Patel and Bernstein analyst Stacy Rasgon discussed the outlook for AI infrastructure investment, arguing that with the U.S. 10-year Treasury yield breaking above 5% and unsecured bonds from emerging cloud service providers yielding close to 15%, financing capacity is becoming a key constraint on expansion. The two judged that substrates and memory are bottlenecks harder to scale than power, that HBM requires roughly 3 to 4 times as many wafers as DDR5, and that if new capacity is concentrated in releases after 2028, memory prices and profit margins could come under pressure. Nvidia still supports its pricing through performance gains, but Google TPU, Amazon Trainium, and the custom chips of OpenAI and Anthropic are eroding its share and bargaining power.
#Industry news#English text is being prepared.#English text is being prepared.
English text is being prepared.
#Industry news#Embodied AI#English text is being prepared.
Wall Street CN, drawing on Barclays and Goldman Sachs data, points out that after its third-quarter results, Meta plans to raise hundreds of billions of dollars starting this fall and has narrowed its 2026 capital expenditure forecast to $135 billion to $145 billion, with free cash flow turning negative after dividends. Barclays believes that multiple companies within the AI ecosystem have rushed to launch financing, tightening the capital market's absorption capacity, and that collective bond issuance has instead pushed up issuance costs. The U.S. high-yield bond risk premium has risen to a 17-month high, yields on CCC-rated junk bonds have climbed to 15.85%, and the dispersion of spreads on AI-related credit assets has risen from 24 basis points to 65 basis points over the past year.
#Industry news#English text is being prepared.#English text is being prepared.
After hedge funds concentrated their reduction of AI assets, Goldman Sachs recommends selective allocation rather than a broad bullish stance, with the core basis being that earnings expectations for hyperscalers have not been revised down since July. Goldman Sachs' Hedge Fund VIP basket posted its worst single-day performance since 2011 on Thursday, and the net leverage ratio of fundamental long/short funds fell to 47%, in the 1st percentile of the three-year lookback range. Goldman Sachs strategist Louis Miller also cautioned that momentum exposure remains in the 73rd percentile of the historical distribution, and trading has not fully escaped crowded conditions.
#Industry news#English text is being prepared.#English text is being prepared.
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.
#English text is being prepared.#OpenAI#Anthropic
English text is being prepared.
#English text is being prepared.#Open-source ecosystem#English text is being prepared.
Anthropic is now recommending that companies REMOVE unnecessary subagents from their AI systems. This is a pretty significant shift in agent architecture, with their team finding that a single agent equipped with skills can frequently outperform complex multi-agent systems, and one customer seeing roughly 2x faster execution. The emerging rules of thumb: → Skills: Teach the agent HOW to do something, including procedures, expertise, and instructions. → Tools / MCP: Give the agent the ability to DO things through APIs, actions, and live data. → Subagents: Use for parallel work, isolated context, or tasks a single agent struggles with. The interesting part is progressive disclosure. Instead of spawning specialized agents or stuffing everything into a giant prompt, one agent discovers and loads skills and tools as needed. Their advice is to fold existing subagents into the main loop, turn their instructions into skills, expose their actions as tools, and run evals to see if performance holds up. As models have gotten smarter, improving agent architecture is becoming less about what you can add and more about what you can delete. https://t.co/DNq60Skkmc
#English text is being prepared.#Agents#English text is being prepared.
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.
#English text is being prepared.#Open-source ecosystem