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Lands by midnight PST.
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The physical AI theme strengthened in the A-share market, driving the humanoid robot concept stock index up more than 5% during intraday trading on October 28, with multiple stocks such as Fantuo Digital Creative and Fulei New Materials hitting the daily limit up for consecutive sessions. Several companies subsequently issued announcements warning of overheated market sentiment and risks of irrational speculation. Unitree Technology stated that the humanoid robot industry is still in the early commercialization stage, and that physical AI still faces multiple challenges, including perception accuracy and motion control stability, in moving from laboratory demonstrations to large-scale deployment.
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Geoffrey Vos, the Master of the Rolls—the most senior judge in England's civil justice system, who is about to retire—believes that AI can in the future help resolve civil disputes faster and at lower cost. Personal injury claims and low-value professional negligence cases, among others, could be adjudicated by AI, while complex commercial cases and sensitive family cases will still require human judges. He himself uses Microsoft Copilot daily to search documents and summarize long texts, but not to draft judgments. He noted that cases in England's county courts are growing by 10% each year, partly because litigants are using Gemini, ChatGPT or Claude to generate pleadings.
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Zhang Yanmin of Southern Fund stated in the third-quarter report that the momentum consensus on AI has receded, and the current convergence is far from sufficient in both time and magnitude; AI does not yet offer mid-term cost-effectiveness. He also believes that AI has not changed the core constraint that innovative drugs ultimately require clinical validation, and that the market may overestimate its short-term financial contribution while underestimating its long-term impact on the way R&D is organized. On overseas expansion, companies that gain share merely by suppressing costs and expanding capacity face multiplied profit risks under trade barriers.
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Lynette Howell Taylor, president of the Academy of Motion Picture Arts and Sciences, made it clear that even as AI becomes deeply integrated into the filmmaking process, the Oscars will "always" reward works that are human-led and embody human creativity, and that the core of a work must be a "human-driven workflow." She pointed out that copyright, transparency, and disclosure are issues the Academy must confront when formulating AI-related rules. The new rules for the 99th Oscars also allow non-English-language films that have won designated awards such as the Berlin Golden Bear, the Cannes Palme d'Or, and the Venice Golden Lion to directly qualify for consideration for the International Feature Film Award without relying on official submission by their home countries.
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Mechrevo founder Pan Chunjie proposed at the 2026 NetEase Future Conference that the privacy, security, low-latency, and local memory requirements of AI PCs must be addressed through a combination of software and hardware; hardware or software alone cannot handle them. Mechrevo relies on its own factories and R&D team, draws on iSoftStone to fill in its software capabilities, and develops its own AI Agent; it is one of the first three companies to pass the national terminal intelligence L3 certification. Its in-development own-brand AI SSD allows most of the model to run in NAND flash memory, and laboratory tests show that the Yaoshi 15 Air equipped with this drive achieves nearly double the inference acceleration.
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DaoYi Cloud's "Qiqiao AI Intelligent Application Development Platform" and "AI-Driven Data Management Solution" were respectively selected as an "Outstanding Software Product" and an "Outstanding Information Technology Application Innovation Solution" in the 2026 Guangdong Software Chronicle. The Qiqiao platform is an AI low-code tool for all enterprise scenarios, featuring three core functions: Qiqiao Creator, Qiqiao Copilot, and Qiqiao AI Connector; the data management solution is built on Qiqiao Low-Code 4.0, supports querying business data through natural language conversation and generating visual charts, and has completed full-stack adaptation in the Xinchuang environment.
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Dominic Bunning, head of G10 FX strategy at Nomura Securities, and other Wall Street figures warn that the dollar is increasingly becoming a price-sensitive crowded trade as overseas capital chases the AI wave; once cracks appear in the AI growth narrative, its status as a safe-haven asset will conflict with its role as a risk-sensitive asset. Erik Nelson of Wells Fargo noted that the dollar's real trade-weighted index has been above its long-term average for 12 consecutive years, the longest streak since 1973; foreign inflows are concentrated in US equities and corporate bonds, and an unwinding wave could hit US stocks, the bond market and interest rate expectations simultaneously. CDS spreads of highly indebted computing power companies such as CoreWeave have surged sharply in recent weeks, seen as a signal that the peripheral line of defense is loosening.
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Trump signed an executive order requiring U.S. federal government executive branch agencies to replace "artificial intelligence (AI)" with "superintelligence (SI)" in all applicable contexts, and specifically called on The Wall Street Journal to stop using "AI." Musk expressed support; his xAI division has been renamed "SpaceX Super Intelligence" and "SpaceXSI," though its official website domain remains x.ai; major AI companies such as Anthropic and OpenAI continue to use the term "AI."
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The S-1 prospectus filed by Anthropic shows that the $6.2 billion principal amount of convertible notes held by Amazon is valued at $97.9 billion in its own financial documents, convertible into up to 1.84 billion shares, with the conversion cap limiting its stake to within 12% of the partially diluted share capital. Amazon's total investment in Anthropic is approximately $18 billion, and Anthropic has also committed to cumulative spending of at least $110 billion on AWS over the next decade. Venture capital firms such as Menlo Ventures and Sequoia did not reach the 5% major shareholder disclosure threshold, while Google holds approximately 5.6% after multiple rounds of dilution.
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According to people familiar with the matter, OpenAI plans to buy AI chips from Google, which is owned by Alphabet. The final terms of the deal are not yet clear, and both OpenAI and Google declined to comment. Google began selling TPUs directly to some customers this year. OpenAI previously announced plans to deploy its in-house chips later this year and is working with Broadcom to develop an internal chip, Jalapeno. Oracle also announced on Tuesday that it will, for the first time, offer customers computing power based on Google TPUs on its cloud platform.
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Bloomberg Intelligence predicts that by 2030, China is expected to lead the world in the field of AI large language models and hold a leading position in 8 of 17 key industries. The report states that U.S. models may maintain a slight lead at the cutting edge, while China's expertise in software optimization puts it in an advantageous position for low-cost AI applications, but it will not achieve complete self-sufficiency in semiconductor technology for the time being.
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Lynette Howell Taylor, president of the Academy of Motion Picture Arts and Sciences, made it clear that the Oscars "always" honor works that are human-led and embody human creativity. AI can be used in auxiliary roles such as visual effects and post-production, but the core must be a "human-driven workflow." She also noted that copyright, transparency, and disclosure are issues the Academy must confront when formulating AI-related rules. The new rules for the 99th Oscars also expand the eligibility pathway for international films: non-English-language films that win designated awards such as the Berlin Golden Bear, Cannes Palme d'Or, or Venice Golden Lion can directly qualify for consideration.
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ByteDance's Volcano Engine is hiring an "End-to-End Embodied Intelligence Planning and Control Expert" and an "Embodied Intelligence Road Testing Development Expert." The positions are based in Beijing and Shanghai, and both require more than 3 years of relevant experience. The planning and control role is responsible for implementing the embodied agent planning and control pipeline of end-to-end VLA models and for on-device deployment; the road testing role is responsible for road testing of L2+ intelligent driving functions based on VLA, covering scenarios such as highways, urban areas, congestion, and parking.
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Code such as DeepSeek-V5, V5-open, and V5-next has appeared in the official DeepSeek Harness code repository, indicating that the official team has made advance preparations for the release of the V5 series. These codes are currently placeholders; when released in the future, the server side will only need to change /models to go live, and the client side will not need to ship a new version. V5-open follows a "no version threshold" path, while V5-next follows a "client upgrade required" path. The code cannot indicate that V5 will be released soon, but it means it is getting closer. V5 Pro probably won't happen this month and will likely arrive in November.
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Anthropic hiring manager and head of engineering for Claude-related products Felix Rieseberg announced that his team will officially remove traditional coding interviews from its hiring process starting this month, believing that this kind of assessment is outdated and cannot truly reflect the abilities of modern developers. He believes this is an opportunity for junior engineers, as newcomers will no longer be shut out because of rote algorithm memorization or whiteboard coding.
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Ling, the large model under Ant Group, has open-sourced Ling-3.1-flash-1019, which scored 44 on the Artificial Analysis Intelligence Index v4.3.2, a 3-point improvement over the previous version. This version was further trained and optimized on the basis of Ling-3.1-flash, and the base model Ling-3.1-flash-base was also open-sourced, laying the foundation for the knowledge, reasoning, and computational efficiency required for long-horizon tasks.
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Sarvam has signed a memorandum of understanding with the Headquarters Integrated Defence Staff (HQ IDS) under India's Ministry of Defence, establishing a unified AI program framework for the Indian Army, Navy, Air Force, and joint tri-service institutions. The three services will share the same set of foundation models, agent infrastructure, and geospatial and perception systems, with Sarvam responsible for designing, developing, and deploying AI applications and providing ongoing technical support. The related work is undertaken by Chanakya, Sarvam's isolated division focused on national security and defense, using an AI technology stack that includes Sarvam 105B, with emphasis on decision support, target acquisition, and data fusion for the sensor-to-shooter chain, while human oversight is retained for operational decisions.
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Bloomberg Intelligence predicts that by the end of 2030, China will lead in 8 of 17 key industries, including large language models. The report says U.S. models may maintain a slight lead at the frontier, while China's expertise in software optimization puts it in an advantageous position for low-cost AI applications. China currently lags in most AI hardware categories, from chips to optical network components, but will be competitive by 2030.
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