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Thursday

  1. Wired AI

    I Sent a Bunch of AI Agents to Manage a Fantasy Football Team. They Still Can't Beat Humans.

    WIRED's author used Codex to build a multi-agent system to manage a Premier League fantasy football squad, with agents assigned to read news, analyze match results, run models, and critique one another—but the team's scores in recent weeks still haven't exceeded the average level. Tests by Haifeng Xu of the University of Chicago showed that GPT-5 had the best forecasting performance, followed by Grok 4, Claude Sonnet, Gemini, and Llama, but AI still often lags behind superforecasters. Increasing the number of agents to more than 100 brought no clear improvement and only drove up the API bill.

    WIRED's author used Codex to build a multi-agent system to manage a Premier League fantasy football squad, with agents assigned to read news, analyze match results, run models, and critique one another—but the team's scores in recent weeks still haven't exceeded the average level. Tests by Haifeng Xu of the University of Chicago showed that GPT-5 had the best forecasting performance, followed by Grok 4, Claude Sonnet, Gemini, and Llama, but AI still often lags behind superforecasters. Increasing

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  2. Wired AI

    AI Drives a Wave of Formal Verification Startups as &Truth Raises $70 Million

    WIRED reports that generative AI is pushing formal verification toward commercialization. &Truth has raised $70 million and launched publicly, while Harmonic has raised a cumulative $295 million, and its math AI agent Aristotle supports verification of C code and Verilog hardware designs. Stanford researcher Chuyue Sun used AI tools to complete an engineering project in less than half a day at a cost of under $500, whereas three experts working by hand took five months to complete the same work. The report also notes that the technology is still at the prototype stage, that customers' willingness to pay and adoption methods remain unclear, and that Antithesis's Will Wilson calls formal verification a "trap" that can only provide partial guarantees.

    WIRED reports that generative AI is pushing formal verification toward commercialization. &Truth has raised $70 million and launched publicly, while Harmonic has raised a cumulative $295 million, and its math AI agent Aristotle supports verification of C code and Verilog hardware designs. Stanford researcher Chuyue Sun used AI tools to complete an engineering project in less than half a day at a cost of under $500, whereas three experts working by hand took five months to complete the same work.

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  3. Hugging Face

    AnySpeechRecognizer and AnyDecisionModel: Open-source speech and decision models for the Apple platform

    AnySpeechRecognizer supports engine switching on top of the Apple SpeechAnalyzer API, with options including NVIDIA Parakeet TDT 0.6B v3 (supporting 25 European languages), Moondream post-trained Parakeet Ultra, the English version Parakeet Unified, and Alibaba Qwen3-ASR (0.6B/1.7B, covering 30 languages and 22 Chinese dialects). These models have been converted to Core ML and published on the Hugging Face Hub; Parakeet takes about 20–40 seconds to transcribe 1 hour of audio, while Qwen3-ASR is slower and requires several GB of memory. The package also adds a speaker diarization module, SpeakerDiarizer, which the Apple framework lacks; it is based on NVIDIA Streaming Sortformer and can track up to 4 speakers.

    AnySpeechRecognizer supports engine switching on top of the Apple SpeechAnalyzer API, with options including NVIDIA Parakeet TDT 0.6B v3 (supporting 25 European languages), Moondream post-trained Parakeet Ultra, the English version Parakeet Unified, and Alibaba Qwen3-ASR (0.6B/1.7B, covering 30 languages and 22 Chinese dialects). These models have been converted to Core ML and published on the Hugging Face Hub; Parakeet takes about 20–40 seconds to transcribe 1 hour of audio, while Qwen3-ASR is

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  4. Sina Tech

    Analyst: Investors Worry That Peak AI Capital Expenditure Has Arrived

    In an article, Richard Abbey and John Authers pointed out that Alphabet's revenue fell short of analyst expectations, and its after-hours stock price at one point plunged 10%, reflecting heightened market concerns over its continued investment of hundreds of billions of dollars in building AI infrastructure. Microsoft received positive feedback because its cloud business revenue beat expectations and Azure sales grew 48%; its capital expenditure was $45.2 billion, below the market expectation of $45.9 billion. Analyst Luke Lango believes that the stock market is already uneasy about the scale of investment by large cloud vendors, and the peak of AI capital expenditure may have already appeared.

    In an article, Richard Abbey and John Authers pointed out that Alphabet's revenue fell short of analyst expectations, and its after-hours stock price at one point plunged 10%, reflecting heightened market concerns over its continued investment of hundreds of billions of dollars in building AI infrastructure. Microsoft received positive feedback because its cloud business revenue beat expectations and Azure sales grew 48%; its capital expenditure was $45.2 billion, below the market expectation of

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  5. Ed Zitron long-form article / Where's Your Ed At

    Ed Zitron's Long-Form Article Questions Anthropic IPO: S-1 Conceals Q3 Data, $430 Billion Compute Commitment About to Take Effect

    In his long-form article, Ed Zitron analyzes Anthropic's S-1, arguing that the document only discloses Q2 2026 data, and that the quarter's $974 million in profit came from two months of SpaceX compute discounts, while Q3 revenue, cash balance, and payment schedule were not disclosed. He tallies Anthropic's non-cancelable compute commitments with Google, Amazon, Microsoft, SpaceX, Broadcom, and others at approximately $269.4 billion, with an additional $125 billion to $150 billion in TPU purchase commitments not included in the contract table, and notes that Q3 revenue grew 45% quarter-over-quarter to $16.8 billion, while compute spending grew 76.3% to $9.88 billion. The article also mentions that 5% to 7% of revenue comes from customers found to have violated rules by using its models to train their own models, as well as lock-up arrangements that allow insiders to sell down relatively quickly.

    In his long-form article, Ed Zitron analyzes Anthropic's S-1, arguing that the document only discloses Q2 2026 data, and that the quarter's $974 million in profit came from two months of SpaceX compute discounts, while Q3 revenue, cash balance, and payment schedule were not disclosed. He tallies Anthropic's non-cancelable compute commitments with Google, Amazon, Microsoft, SpaceX, Broadcom, and others at approximately $269.4 billion, with an additional $125 billion to $150 billion in TPU purchas

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  6. MIT Tech Review

    Partnership on AI research: Agent frameworks generally lack observability records

    Madhulika Srikumar and Claire Leibowicz of Partnership on AI write that current agent frameworks cannot reliably generate the key observability records needed for safe deployment. Together with colleagues from academia, civil society, and industry, the authors studied the four most widely used agent frameworks and found that signals such as persistent Agent IDs and human approval records are missing, making it difficult to determine which agent did what and whether it exceeded its authority. The article recommends using OpenTelemetry to fill in the records of "what happened," and calls on framework developers, enterprises adopting agents, and regulators to each bear their respective responsibilities.

    Madhulika Srikumar and Claire Leibowicz of Partnership on AI write that current agent frameworks cannot reliably generate the key observability records needed for safe deployment. Together with colleagues from academia, civil society, and industry, the authors studied the four most widely used agent frameworks and found that signals such as persistent Agent IDs and human approval records are missing, making it difficult to determine which agent did what and whether it exceeded its authority. The

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  7. t3n

    Mistral Large 4 weights go live on Hugging Face; the company says it leads on CyberGym-E2E and…

    After a three-week preview, Mistral AI has released the weights of Mistral Large 4 on Hugging Face. This multimodal model was trained on 3,800 Nvidia accelerators and has a parameter count of one trillion, and it is currently still difficult to run on a gaming PC or a single GPU. Mistral says it leads GLM-5.3 and Kimi K3 on the cybersecurity benchmark CyberGym-E2E, and is on par with GLM-5.3 on the agentic coding benchmark Terminal Bench 4.0, but there is no independent evaluation yet; preview pricing is $1.4 per million input tokens and $4.2 per million output tokens.

    After a three-week preview, Mistral AI has released the weights of Mistral Large 4 on Hugging Face. This multimodal model was trained on 3,800 Nvidia accelerators and has a parameter count of one trillion, and it is currently still difficult to run on a gaming PC or a single GPU. Mistral says it leads GLM-5.3 and Kimi K3 on the cybersecurity benchmark CyberGym-E2E, and is on par with GLM-5.3 on the agentic coding benchmark Terminal Bench 4.0, but there is no independent evaluation yet; preview p

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  8. QbitAI

    WeRide subsidiary JingShuo Technology completes tens of millions of USD pre-A round financing

    WeRide's subsidiary JingShuo Technology has completed a pre-A financing round of tens of millions of USD, with investors including Jiayu Capital, HKSTP (Hong Kong Science and Technology Parks), and Sirius Capital. JingShuo Technology centers on its data-model integrated platform WorldEngine and its self-developed world model GENESIS-Robotics, and already has 100+ customers and ecosystem partners, with orders in hand amounting to several billion yuan and annual revenue growth exceeding 100%. This round of financing will be used to expand the core R&D team and deepen the synergistic capabilities of the data platform, world model, and skill asset engine.

    WeRide's subsidiary JingShuo Technology has completed a pre-A financing round of tens of millions of USD, with investors including Jiayu Capital, HKSTP (Hong Kong Science and Technology Parks), and Sirius Capital. JingShuo Technology centers on its data-model integrated platform WorldEngine and its self-developed world model GENESIS-Robotics, and already has 100+ customers and ecosystem partners, with orders in hand amounting to several billion yuan and annual revenue growth exceeding 100%. This

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  9. AWS Machine Learning

    Distributed Training on EKS with Ray Train DLC and EFA

    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 can pull it without credentials.

    EKS cluster with a CPU system node running KubeRay and the Ray head, and two EFA-enabled g6.12xlarge GPU worker nodes in one Availability Zone

    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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  10. TechSpot

    Check Point Turns Network Firewalls into a Cloud Subscription Service

    Check Point launches Firewall-as-a-Subscription, turning network firewalls into a cloud subscription service. Customers no longer need to purchase hardware devices upfront, but must commit to at least 36 months. The service is based on its latest firewall platform R82.20 and includes an agentic console for managing firewall devices and services, Force hardware firewalls, SandBlast's AI threat protection, and instant security updates. Check Point says the move is intended to address emerging threats brought by AI agents and to lower the barrier for enterprises to upgrade with a predictable monthly fee.

    Check Point launches Firewall-as-a-Subscription, turning network firewalls into a cloud subscription service. Customers no longer need to purchase hardware devices upfront, but must commit to at least 36 months. The service is based on its latest firewall platform R82.20 and includes an agentic console for managing firewall devices and services, Force hardware firewalls, SandBlast's AI threat protection, and instant security updates. Check Point says the move is intended to address emerging thre

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Friday

  1. English text is being prepared.

    Anthropic launches Claude intelligent reporting tool, allowing visibility into employee AI usage and costs

    Anthropic launches the Claude intelligent reporting tool, available to users of the paid Claude Enterprise plan and can be enabled on the organization settings page. Administrators can select teams, a time range of up to 28 days, and the Claude products to include; the report generates charts showing usage, output content, and corresponding costs, and conversation details can be filtered by cost, product, date, and output type. Enterprises can generate up to 10 reports per month for free, with additional fees beyond that; Anthropic states that this feature should not be used to evaluate individual performance or for personnel decisions.

    Anthropic launches the Claude intelligent reporting tool, available to users of the paid Claude Enterprise plan and can be enabled on the organization settings page. Administrators can select teams, a time range of up to 28 days, and the Claude products to include; the report generates charts showing usage, output content, and corresponding costs, and conversation details can be filtered by cost, product, date, and output type. Enterprises can generate up to 10 reports per month for free, with a

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  2. Ant inclusionAI: New GitHub repository

    Ant inclusionAI Open-Sources the ZwZ Model Family and the ZoomBench Fine-Grained Perception Benchmark (ICML 2026)

    Ant inclusionAI has released the ZwZ model family (4/7/8B) accompanying its ICML 2026 paper, achieving SOTA on multimodal perception benchmarks among open-source models, while requiring only a single forward inference pass and no tool calls at inference time. The method is Region-to-Image Distillation (R2I), which distills high-quality VQA supervision generated from enlarged local regions back into the full image, with 37K training samples. It also introduces ZoomBench, containing 845 VQA items covering 6 fine-grained perception dimensions, on which Qwen2.5-VL-7B achieves only 42.5% average accuracy.

    gp_avg_comparison

    Ant inclusionAI has released the ZwZ model family (4/7/8B) accompanying its ICML 2026 paper, achieving SOTA on multimodal perception benchmarks among open-source models, while requiring only a single forward inference pass and no tool calls at inference time. The method is Region-to-Image Distillation (R2I), which distills high-quality VQA supervision generated from enlarged local regions back into the full image, with 37K training samples. It also introduces ZoomBench, containing 845 VQA items

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  3. Wallstreetcn

    Amazon Q3 Earnings: AWS Revenue Up 39.3%, AI Capital Expenditures Turn Free Cash Flow Negative

    Amazon's net sales in Q3 2026 grew 12% year-over-year to $201.94 billion, slightly below expectations, while AWS net sales grew 39.3% year-over-year to $45.98 billion, the highest single-quarter growth rate in nearly five years. Purchases of property and equipment for the quarter reached $77.26 billion, about 1.2 times the year-ago period, and free cash flow swung from an inflow of $14.79 billion in the year-ago period to an outflow of $42.36 billion. The company maintained its full-year 2026 cash capital expenditure guidance of approximately $220 billion unchanged, and the stock fell as much as more than 10% in after-hours trading following the earnings release.

    Amazon's net sales in Q3 2026 grew 12% year-over-year to $201.94 billion, slightly below expectations, while AWS net sales grew 39.3% year-over-year to $45.98 billion, the highest single-quarter growth rate in nearly five years. Purchases of property and equipment for the quarter reached $77.26 billion, about 1.2 times the year-ago period, and free cash flow swung from an inflow of $14.79 billion in the year-ago period to an outflow of $42.36 billion. The company maintained its full-year 2026 ca

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  4. Wall Street Insights

    Microsoft's $25 Billion Bond Offering Draws 4.6x Subscription, Yet 30-Year Spread Exceeds Lower-Rated P&G

    Microsoft completed a $25 billion bond offering, with peak orders exceeding $115 billion and a subscription ratio of 4.6 times, across 10 tranches maturing in 2 to 40 years. However, its 30-year bond spread reached 95 basis points above the benchmark Treasury, higher than the 30-year bond issued the same week by lower-rated P&G (60 basis points). Hyperscalers and data center developers have raised more than $313 billion in global investment-grade bond financing this year, nearly three times higher than the full year of 2025.

    Microsoft completed a $25 billion bond offering, with peak orders exceeding $115 billion and a subscription ratio of 4.6 times, across 10 tranches maturing in 2 to 40 years. However, its 30-year bond spread reached 95 basis points above the benchmark Treasury, higher than the 30-year bond issued the same week by lower-rated P&G (60 basis points). Hyperscalers and data center developers have raised more than $313 billion in global investment-grade bond financing this year, nearly three times high

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  5. Wallstreetcn

    Google stock plunges over 11% after earnings: AI spending devours cash flow, search monetization under pressure

    After Alphabet released its earnings, its stock plunged more than 11% in a single day, wiping out about $500 billion in market value, because AI spending continues to devour cash flow, share buybacks fell to zero in the first nine months of 2026, and revenue growth in the core search business slowed from 16.8% in the second quarter to 12%. Google Cloud revenue doubled year over year to $30.7 billion, with its profit margin rising to 36.2%, but the shared AI research and development loss widened from $4.5 billion to $7.7 billion, and about half of the cloud business's profit increment was consumed before consolidation. JPMorgan called this earnings report a setback for the re-ignition of the AI/tech trade, while Goldman Sachs trader Thales Arruda said the market is shifting from rewarding capital expenditure growth to demanding evidence of returns.

    After Alphabet released its earnings, its stock plunged more than 11% in a single day, wiping out about $500 billion in market value, because AI spending continues to devour cash flow, share buybacks fell to zero in the first nine months of 2026, and revenue growth in the core search business slowed from 16.8% in the second quarter to 12%. Google Cloud revenue doubled year over year to $30.7 billion, with its profit margin rising to 36.2%, but the shared AI research and development loss widened

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  6. Cailian Press

    Bessent Downplays AI Financing Concerns: New Cloud Providers Account for a Very Small Share, Not a Problem at All

    U.S. Treasury Secretary Bessent on Wednesday downplayed concerns about AI infrastructure financing, saying that the yields on some AI-related debt surging to double digits is "not a problem at all," because new cloud providers account for only a very small portion of the entire ecosystem. CoreWeave, which is at the center of the concerns, saw its bond yields spike to around 15% at one point, and its stock price has fallen about 25% over the past month. Bessent also said he would not regard any future Federal Reserve rate hike as a policy mistake.

    U.S. Treasury Secretary Bessent on Wednesday downplayed concerns about AI infrastructure financing, saying that the yields on some AI-related debt surging to double digits is "not a problem at all," because new cloud providers account for only a very small portion of the entire ecosystem. CoreWeave, which is at the center of the concerns, saw its bond yields spike to around 15% at one point, and its stock price has fallen about 25% over the past month. Bessent also said he would not regard any f

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  7. Phoenix Technology

    US tech giants' $750 billion AI investment faces challenges as core business growth slows

    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 search queries under AI modes are monetized at a lower level, and Alphabet's stock suffered its largest drop in history, with nearly $500 billion in market value wiped out.

    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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Wednesday

  1. The Rundown AI

    Google DeepMind releases the Genie 4 world model, which can generate sound effects and converse with characters in the scene

    Google DeepMind has released Genie 4, a new-generation world model that can turn prompts into explorable, realistic scenes in real time, and for the first time the Genie model itself generates background sounds and music, while characters in the scene can also hold real-time conversations. Users move via the keyboard and use text prompts to modify content in the scene instantly, with the scene remaining coherent across multiple inputs. In the demo, a simulated Apptronik Apollo robot plays checkers, with each move planned by Gemini 4 Argon, pointing to Genie's future use in robot training.

    Google DeepMind has released Genie 4, a new-generation world model that can turn prompts into explorable, realistic scenes in real time, and for the first time the Genie model itself generates background sounds and music, while characters in the scene can also hold real-time conversations. Users move via the keyboard and use text prompts to modify content in the scene instantly, with the scene remaining coherent across multiple inputs. In the demo, a simulated Apptronik Apollo robot plays checke

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  2. QbitAI

    Physical Intelligence in Talks for at Least $1 Billion in New Funding, Valuation Could Reach $20 Billion

    According to Bloomberg, U.S. robotics AI company Physical Intelligence is in talks for a new funding round of at least $1 billion, with existing investors Avenir and Lux Capital considering leading the round, and a post-money valuation expected at about $20 billion. The company was founded in 2024 and was valued at $5.6 billion in its November funding round last year; it currently has no commercial revenue and has not mass-produced robot products. Its technical approach is to build on VLM by introducing action generation capabilities to train VLA models, and it has iterated through π0, π0.5, and π0.7; this month it launched a beta version of a robot foundation model API, offering model fine-tuning and inference services to external developers.

    According to Bloomberg, U.S. robotics AI company Physical Intelligence is in talks for a new funding round of at least $1 billion, with existing investors Avenir and Lux Capital considering leading the round, and a post-money valuation expected at about $20 billion. The company was founded in 2024 and was valued at $5.6 billion in its November funding round last year; it currently has no commercial revenue and has not mass-produced robot products. Its technical approach is to build on VLM by int

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  3. TechSpot

    Gartner Survey: Only 3% of Organizations Achieve Cost Reduction Through AI Productivity, While 85% Still Plan to Increase Investment

    Data presented by Gartner at the HR Symposium in Orlando shows that only 3% of organizations have met their cost-reduction goals through productivity gains, and 97% of organizations cannot achieve cost savings through productivity alone, yet 77% of board members still expect AI to deliver productivity and cost benefits. Nearly 40% of companies have already exceeded their AI budgets, and 85% of companies still plan to continue increasing investment next year; Gartner recommends that enterprises first reach consensus on where AI creates value, and among the 297 chief HR officers it surveyed, 78% said leadership has no consensus on this.

    Data presented by Gartner at the HR Symposium in Orlando shows that only 3% of organizations have met their cost-reduction goals through productivity gains, and 97% of organizations cannot achieve cost savings through productivity alone, yet 77% of board members still expect AI to deliver productivity and cost benefits. Nearly 40% of companies have already exceeded their AI budgets, and 85% of companies still plan to continue increasing investment next year; Gartner recommends that enterprises f

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