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  1. CNBC Technology
    AI score47

    Nvidia Responds to New York Times Report: People Close to Jensen Huang Suspected of Being Chinese Intelligence Assets; Chip Transshipment Allegations Were Investigated and Clarified Last Year

    An Nvidia spokesperson said that Alice Huang, whom The New York Times described as being close to Jensen Huang and suspected by U.S. intelligence agencies of being a Chinese intelligence asset, is associated with the Singapore-based cloud service provider Megaspeed, and that Megaspeed is merely a regional cloud customer of Nvidia; it is normal for Jensen Huang to communicate with thousands of customers each year. The spokesperson said that allegations that Megaspeed evaded export controls were thoroughly investigated and clarified last year, and that customers cannot access Nvidia's trade secrets or related national security information. Nvidia also said that if the U.S. government believes anyone poses a threat to American industry, it will inform the company.

    Same story · 2 reports

    #Industry news#OpenAI

  2. CNBC Technology
    AI score63

    Microsoft plans to issue $25 billion in bonds to support AI infrastructure expansion

    Microsoft announced on Thursday that it plans to issue $25 billion in bonds, using its S&P AAA rating to finance infrastructure expansion. Management has set a 2026 capital expenditure target of $170 billion to meet demand from customers such as Anthropic and OpenAI. The company said the net proceeds will be used for general corporate purposes, which may include working capital, capital expenditures, share repurchases, acquisitions, and repayment of existing debt. The offering is expected to close on November 4. Microsoft's earnings report on Wednesday showed positive free cash flow, while Alphabet's free cash flow was negative for the second consecutive quarter, and Meta and Amazon also reported negative free cash flow this week; Oracle announced a new $10 billion bond issuance plan the same day.

    Same story · 2 reports

    #Industry news#OpenAI#Anthropic

  6. Peter Yang
    AI score18

    Peter Yang agrees with Musk: vibes matter more than benchmarks

    Elon Musk said that the release of Grok 4.8 has taken longer than expected, but it will not disappoint, and stated that the team is not optimizing for benchmarks and that he personally does not care how Grok performs on those tests, emphasizing only that it "will be incredibly useful." Peter Yang reposted and commented: "True, vibes > benchmarks".

    Quoted postElon Musk · @elonmusk

    @techdevnotes I know it’s taken longer than expected, but Grok 4.8 will not be a disappointment. We’re not optimizing for benchmarks and I really don’t care how Grok does on those, but it will be incredibly useful.

    #English text is being prepared.

  7. Elon Musk
    AI score36

    Musk responds with "True" to Levie's take on the AI gap

    Aaron Levie posted that the gap between those currently using AI at the frontier and everyone else is almost incomprehensible, and that this gap curve is not converging but instead continuously widening; the AI progress curve is nearly vertical, and processes solidified 3-6 months ago may already be outdated. Elon Musk quoted the post and replied with just one word: "True".

    Quoted postAaron Levie · @levie

    It’s almost incomprehensible how wide the distance is between someone who’s working at the frontier with AI and basically everyone else right now. The crazy thing is these lines are not converging, but only growing farther apart. If the curve of AI progress had leveled off, it would certainly have given most people and companies time to catch up or implement their workflows in a standardized way. The technology would have neutralized competitive advantage because everyone would be using it the same way. But what’s happened is the opposite. The curve of AI progress is basically going vertical right now, which means if you had codified your processes 3-6 months ago you’re likely already behind again. Now imagine most companies that kicked into gear a year ago and thought that they were done. Even further behind now. I’ve never seen a technology in my life and career that improves at this rate, which consequently means you need to upgrade your expectations at a similar rate. Our brains weren’t wired for this, and our organizational change management processes certainly weren’t either. With any form of recursive self improvement, things just get wilder. It’s a time when you will need to be constantly reevaluating the things that didn’t work just a couple months ago to see if they now can be solved. AI native companies certainly have a strong advantage due to this right now, so now it comes down to can the bigger companies keep up. Wild times.

    #English text is being prepared.

  8. Elon Musk
    AI score20

    Musk says the Terafab project is progressing smoothly

    Musk posted that the Terafab project is progressing smoothly. The post he quoted said that, according to South Korea's The Elec, a Korean supplier executive stated that Terafab's engineers have on-site decision-making authority, and that questions sent in the early morning hours in the US receive replies within 30 minutes to an hour; another overseas equipment maker executive said he had never seen such execution speed in the semiconductor industry.

    Quoted postMing · @tslaming

    STRONG SIGNAL 🚨 Terafab is moving forward at lightning speed because the engineers themselves have the authority to make decisions 🔥 According to Korea’s The Elec, a Korean supplier executive said that even questions sent during the early morning hours in the US get answered within 30 minutes to an hour. In his view, working with Terafab is completely different from dealing with conventional semiconductor customers. An executive at an overseas equipment maker went even further: “I’ve never seen this level of execution speed in the semiconductor industry.” Building a fab involves countless questions like these, across every tool and material that goes into it. When each one gets a fast answer, the time saved keeps compounding, and that could add up to a serious head start before a single wafer is even processed. The chip industry spent decades perfecting how a fab should run. Terafab is being built by engineers who answer a supplier’s question before the US is even awake and are trusted to decide on the spot, and that may turn out to be the most disruptive process change of all.

    #Industry news

  10. Elon Musk
    AI score23

    Musk reposts a16z partner's Grok Bot experience

    Musk posted "Try Grok @Bot," reposting a16z's Baker's assessment of Grok Bot. Baker said that podcast summarizers, Substack summarizers, X summarizers and sentiment tracking tools that took him hours to build with Claude Code can be done in Grok Bot in just 7 to 12 seconds with better results, and said Grok Bot "feels like another ChatGPT moment."

    Quoted poststark0xbt · @stark0xbt

    Baker on a16z admitted something nobody his age says out loud. 23-year-olds are more fluent in AI than he will ever be. He has been trying hard. He is still behind. Then he explained how Grok Bot leveled it. "We got Claude Code. I built some stuff, did some cool stuff. Then in 3 minutes of creating Grok Bots, I had much better versions of everything I created." Podcast summarizer. 10 seconds in Grok Bot. Substack summarizer, X summarizer, X sentiment tracker. Hours in Claude Code. 7 to 12 seconds in Grok Bot. Better. His frame: "To me, Grok Bot does feel like another ChatGPT moment." Baker runs billions. He is calling Grok Bot a category reset.

    Same story · 2 reports

    #Product updates#English text is being prepared.#xAI

  11. Elon Musk
    AI score13

    Musk responds to Tesla's autonomous driving stopping for a chipmunk

    A post said that a 98-year-old man, after buying a Tesla Model Y for the first time, was full of praise for the autonomous driving, mentioning that the vehicle once stopped for a chipmunk crossing the road. Musk reposted the post and commented: "At Tesla, we even care about chipmunks."

    Quoted postChief Nerd · @TheChiefNerd

    98-Year-Old Man Buys His First Self-Driving Tesla Model Y And Is Blown Away “I've been driving it probably 2-3 months, and it's not made an error in its driving. In fact, the other day it stopped - a chipmunk was crossing the road, and there was no other traffic, and it did not run over the chipmunk … For somebody that's 98-years-old, this is a real treat.”

    #English text is being prepared.

  14. Boris Cherny
    AI score36

    Utah Pilots Claude Code Across 10 Agencies with Strong Results

    Boris Cherny cited the news that Anthropic reached a OneGov agreement with the U.S. General Services Administration (GSA) to offer Claude discounts to government agencies, and noted that Utah provided Claude Code to 34 developers across 10 state agencies: 80% had a working environment set up within 30 minutes, and by the end of the four-week pilot, 71% reported saving more than 20 hours.

    Quoted postAnthropic · @AnthropicAI

    We're expanding our partnership with @USGSA. Under a new OneGov agreement, we are bringing Claude to federal, state, local, tribal, and territorial governments at 40% off. https://t.co/p0lA6cP2y1

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

  15. ARC PrizeFirst-party
    AI score30

    ARC Prize: Strong correlation among the three ARC-AGI benchmark scores

    After plotting ARC-AGI model scores, ARC Prize found a strong association among the three benchmarks: the power curve v2 = v1^4.53 can explain about 98% of the variation in ARC-AGI-2 scores, and models that are on par on ARC-AGI-1 may still differ by more than 20 percentage points on ARC-AGI-2. A similar trend appears on ARC-AGI-3, but the low-reasoning tier of Gemini 4 Argon is a clear exception: only 42.1% on ARC-AGI-2, yet 97.5% on ARC-AGI-3.

    #Evaluations / benchmarks#Reasoning

  17. ARC PrizeFirst-party
    AI score34

    ARC Prize: The three generations of ARC-AGI benchmarks show a natural progression

    ARC Prize stated that the relationship among ARC-AGI-1, ARC-AGI-2, and ARC-AGI-3 shows a natural progression, and that future benchmarks will continue to help measure progress and distinguish increasingly capable models. The thread also mentioned that there is a similar relationship between the scores of ARC-AGI-2 and ARC-AGI-3, with Gemini 4 Argon under low-reasoning settings being a clear exception: ARC-AGI-2 only 42.1%, while ARC-AGI-3 reached 97.5%.

    #Evaluations / benchmarks#Reasoning#English text is being prepared.

  18. Guillermo Rauch
    AI score35

    Vercel's fx v0.0.15 is faster, smaller, and uses less memory

    The Vercel developer account released fx v0.0.15: memory usage in long sessions reduced by 70%, binary size reduced by 7.66% (6.66MiB → 6.15MiB), image-heavy turn processing up to 3.3× faster, session resumes about 18% faster, plus automatic model catalog refresh and /fork for branching conversations. Guillermo Rauch shared it, saying fx is now faster, smaller, and more efficient.

    Quoted postVercel Developers · @vercel_dev

    fx v0.0.15 Less memory. Faster resumes. Smaller binary. - 70% less memory in long sessions - 7.66% smaller binary (6.15mib ← 6.66mib) - Image-heavy turn processing up to 3.3× faster - Session resumes about 18% faster - Automatic model catalog refresh - Fork conversations with /fork - Better image handling & crash recovery in libfx - Multiple bug fixes & security improvements https://t.co/z3uxvmORfo

    #Product updates