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SanDisk reported revenue of $11 billion for the first quarter of fiscal 2027, up 378% year over year, including $4.8 billion in data center revenue, up 61% quarter over quarter. Management said customers have underestimated the NAND capacity needed to run AI infrastructure; about 50% of 2027 supply and roughly two-thirds of 2028 supply have already been booked under NBM long-term orders, with supply visibility extending to 2030 and even further out. The first HBF memory chip has completed tape-o

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01.AI has reached a cooperation agreement with Hangzhou City and Linping District, with state-owned capital from the city and district levels jointly investing hundreds of millions of yuan. The headquarters will be located in Linping District, Hangzhou, where an industrial AI transformation base will be built. 01.AI has shifted from large model R&D to enterprise industrial AI implementation, with a product system covering foundation models, enterprise Ontology, and multi-agent applications, and

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Starbucks CEO Brian Niccol said the company plans to test an AI model running in the background to help baristas enter orders more accurately and efficiently while communicating with customers, with the goal of letting employees focus on conversation and speeding up service. Starbucks is also studying an identification technology that would recognize customers who opt into the service when they arrive at the store, then display a personalized digital menu and simplify the payment process. Niccol

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On its fiscal 2027 first-quarter earnings call, SanDisk said AI inference is reshaping the NAND flash supply and demand landscape, that customers have underestimated the NAND capacity needed to run AI infrastructure, and that its new business model order pipeline extends to 2030 and even further out. About 50% of bit shipments in fiscal 2027 have already been locked in under NBM agreements, and that is expected to rise to about two-thirds in fiscal 2028. SanDisk also announced that the first hig

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A survey by China Youth Daily shows that 92.0% of respondents have used AI to look up their medical conditions, and 69.7% would bring AI diagnostic and treatment suggestions to communicate with doctors. An experiment at Oxford University involving nearly 1,300 people found that when the same case was entered by a doctor, the AI recognition rate reached 94.9%, but when ordinary people described symptoms themselves, it dropped to less than 34.5%. The article also mentions AI's sycophantic tendency

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According to Bloomberg, the advertising, consumer and retail businesses that underpin US tech giants' combined $750 billion in AI investment this year have shown signs of slowing growth. Alphabet's search advertising revenue posted its lowest growth rate in five quarters, Amazon's advertising business grew 11% year over year, the slowest since it began disclosing the figure separately in 2022, and its online stores grew only 2%. Google Chief Business Officer Philipp Schindler acknowledged that s

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Epsilon's Agentic Platform team used Amazon Nova Act together with Amazon Bedrock AgentCore Browser to turn intent-driven UI testing into a multi-tenant platform service layered on top of its existing Playwright regression suite. Test steps are written in natural language, executed by Nova Act over a CDP WebSocket, with per-step screenshots and pass-rate statistics, and results stored in Amazon S3. The solution provides managed temporary browser sessions, AWS IAM-based authentication, and cross-

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MoleculeMind has released a technical report on its AI protein de novo design platform MMDesign, covering 19 projects across 18 targets and two modalities—nanobodies and macrocyclic peptides—with 18 yielding experimentally confirmed binders, a project success rate of 94.7%; of 453 tested candidates, 139 were hits, a candidate hit rate of 30.7%. All six GPCR targets succeeded, with best affinities reaching the nanomolar level: GPR68 achieved a best KD as low as 12.1 nM, and all 30 candidates for

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ElevenLabs has released a guide introducing the use cases and benefits of conversational AI in banking: NLP-based agents can handle routine inquiries, identity verification, and payment disputes 24/7, escalating to a human agent only when they cannot resolve the issue or when the customer requests it. The article compares the differences between IVR, rule-based chatbots, and conversational AI agents, and lists high-value scenarios such as account opening, repayment reminders, dispute intake, and

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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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Using Amazon SageMaker AI serverless model customization, Exowatt fine-tuned Qwen3-1.7B for edge alert triage and Qwen3-14B for cloud-based energy market analysis, surpassing frontier models in accuracy while cutting costs by up to 49 times. The pipeline combines LoRA and SFT, and uses SageMaker serverless evaluation to score 2,000 answers for each candidate model; the fine-tuned Qwen3-14B is hosted through Amazon Bedrock Custom Model Import. Exowatt says this repeatable path from raw operationa

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Iluvatar CoreX held its first live demonstration of the Tianyao 300 at a media open day on October 28, claiming that in comparative tests on large language models such as GLM-5.3 as well as text-to-image and text-to-video scenarios, it outperformed the H200 overall. On the training side, in an 8-GPU full-system FP8-precision demonstration based on Qwen3-32B, the Tianyao 300 achieved per-GPU effective throughput 1.33 times that of the H100. The Tianyao 300 was unveiled at this year's World Artifi

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AWS has released the Ray Train DLC image ray:train-ml-cuda-v1.1, which comes pre-integrated with Ray 2.58.0, PyTorch 2.13.0, CUDA 13.0.2, NCCL 2.29.7, and EFA along with the AWS OFI NCCL plugin, enabling distributed training on EKS without the need to build images yourself. The example uses PyTorch FSDP to fine-tune Qwen2.5-1.5B on 8 NVIDIA L4 GPUs across two g6.12xlarge instances, with cross-node communication going directly over EFA. The image is publicly hosted on Amazon ECR Public, so nodes

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Indian coffee chain Chai Point reduced its monthly AWS bill from $10,877 to $4,550, a drop of 58.2%, of which about 80% came from an Agentic Cost Audit performed by a senior engineer using Claude Code. The audit examined production and QA cloud accounts in read-only mode, identifying idle and orphaned resources, over-provisioning, and misconfigurations, and ranked them by savings amount, implementation cost, and risk. The remaining roughly 19% came from switching AWS reseller to Isaga for a 5% d

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a16z partners Ben Horowitz and Michael McGuiness wrote the article, using Databricks' four generations of technological evolution—from Spark and Lakehouse to Lakebase and agents—as a thread to discuss how agents are changing enterprises. The article states that Databricks has surpassed $7 billion in annualized revenue, up 80% year over year, at a valuation of $190 billion, with more than 17 million databases launched by agents every day. The authors argue that enterprises need an agent-facing sy

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The Google Developers Blog showcased HappyDelivery, a multi-agent conversational commerce prototype built on LangGraph, Gemini, FastAPI, and Google Cloud, which implements the previously proposed three-layer decoupled architecture of Ingress, Memory, and Cognition. The prototype abstracts channels such as WhatsApp, RCS, Apple Messages for Business, and SMS using platform-specific signature verification and a unified message schema; in testing, the Ingress layer returned HTTP 200 in approximately

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ElevenLabs has released a practical guide on how to build an AI voice assistant by chaining speech-to-text, an LLM, and text-to-speech into a real-time pipeline. The guide recommends keeping round-trip responses within 500 ms and pairing this with VAD, while also connecting to internal knowledge bases and business tools, and putting safety measures such as verbal confirmation and handoff to a human agent in place. Developers can build directly with ElevenAPI, or configure and launch on the Eleve

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OpenAI has launched a new model, GPT-6.1 Terra, focused on visual reasoning, computer operation, and writing capabilities. The standard API price is $1 per million input tokens and $5 per million output tokens, 50% lower than GPT-5.6 Terra and GPT-6.1 Sol. At medium reasoning effort on Agents' Last Exam, its computer operation score is 15 percentage points higher than GPT-5.6 Terra, performing on par with GPT-6 Astra while costing only one-tenth as much per token. The model is now available to P

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Browser Use has published a tutorial introducing three approaches for automatically logging in and downloading invoices daily on supplier portals that lack an API: Playwright scripts, RPA tools such as UiPath or Power Automate, and browser agents with saved configurations. The article provides complete code for Playwright and Browser Use Cloud, covering reusing login sessions, filling in TOTP verification codes with 1Password, scheduling runs via GitHub Actions, and handling failure scenarios su

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