NAI News Daily · 2026-11-04
Nov 4, 2026 · TuesdayPublic sources · Daily newsPublished daily at 08:00 Beijing time

AI News Daily

AI developments selected from public sources

Issue 19604Nov 2026Tuesday
11monthThis month 4 issues
12
major stories
17
sources
3
first-party stories
About 7 min read

Lead story

Binance discloses $634 million theft incident: fake interviews and compromised internal AI tool

Binance said in preliminary investigation findings released on November 3 that fake job interviews, malicious developer software, and a compromised internal AI tool together led to the theft of approximately $634 million in digital assets on October 29. Binance said it will bear the losses itself, has set aside coverage funds exceeding 100%, had restored 98% of the affected token assets as of October 31, and has frozen or intercepted about $285 million. The attackers also exploited Ethereum's EIP-7702 authorization mechanism to establish malicious delegations, making it impossible to immediately revoke on-chain permissions by suspending withdrawals; Binance has rebuilt the affected wallet system and internal AI tool in a new environment and will bring in independent third-party security experts for review.

Public sourcesUnite.AIOriginal ↗
01

Model releases / updates

Mistral Large 4 joins the Open Math OS model lineup

Mistral AI announced that Mistral Large 4 has joined the Open Math OS model lineup, featuring 1.05T open weights and a 1M context window, and opening to approved teams starting today. Open Math OS is a research workspace where mathematicians and AI agents collaborate, built solely on open models, so the community can inspect the runs and control its own data.

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02

Product release/Updated

Apple opens Siri AI to third-party apps, launches App Skills framework

Apple announced that it is opening Siri AI capabilities to third-party apps and launching a new framework called App Skills, which lets developers combine multi-step operations into a single natural-language command for execution. Siri can also complete tasks by combining the current interface context with cross-app coordination, for example finding a product in a shopping app and then sending it via a messaging app. The related capabilities are built on the App Intents framework, require no special permission application or enrollment in a new developer program, and are currently available for testing through the iOS 27.3 developer preview.

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Hao AI Lab integrates MiniMax H3 Flex into FastVideo, single...

Hao AI Lab has integrated Pika Labs' open-source MiniMax H3 Flex into FastVideo. The official open-source inference code takes 59.7 seconds to generate a 5-second 480p video with audio on a single GB200, while FastVideo BF16 takes 26.6 seconds, NVFP4 QAD takes 16.8 seconds, and FP4 attention takes 15.2 seconds. The team says it is up to 7 times faster than the official code and has added multi-GPU support, generating a 15-second clip 7 times faster on 4 GPUs. NVFP4 QAD distills from BF16 Flex and comes 14-17% closer to BF16 than ordinary quantization; FP4 attention cuts a 768p 15-second clip from 101.8 seconds to 85.3 seconds. That clip takes 59.5 seconds on a single DGX Spark. FastVideo also supports the 2K model Open-H3-Regenerate-2K, and the weights, inference code, and full training recipe have all been released.

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FastVideo supports the Open-H3-Regenerate-2K model

Hao AI Lab announced that FastVideo now supports the Open-H3-Regenerate-2K model from HaoZhe65347 and NVIDIA AI, and provided a link to the 2K model. The series previously covered FastVideo's inference optimizations for Pika Labs' open-source MiniMax H3 Flex, which takes 5.8 seconds to generate a 5-second 480p video with audio on a single GB200, up to 7 times faster than the official open-source inference code, with newly added multi-GPU support.

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03

Industry news

Google shuts down Search for schools that refuse AI features

Google told The New York Times that it will completely shut down Search for schools that refuse its AI features. In an education-related update on Tuesday, Google said that unless administrators explicitly enable it, K-12 student accounts' access to Gemini, Gemini Notebook, Gemini in Classroom, and Google Search "will be completely turned off." Chris Phillips, Google's vice president of education, said Search is deeply integrated with AI and that schools cannot disable Gemini features separately without turning off Search. Google had previously enabled Gemini by default in Google Classroom, which is used by more than 150 million teachers and students worldwide, and last month lawmakers pressured Google over the potential harms of AI products entering schools. Google will also embed the Guided Learning feature into Search's AI Overviews, testing it in some U.S. schools starting this month.

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DeepSeek V5 plans pretraining on Ascend chips

According to sources in the industry chain, DeepSeek's next-generation large model, DeepSeek V5, plans to conduct pretraining based on Huawei Ascend chips; previously, Ascend was mainly used for inference tasks for DeepSeek models. The report mentioned that after the release of DeepSeek-V4 in April 2026, Huawei said its full line of Ascend supernode products could fully support the V4 series models; on September 30, DeepSeek open-sourced infrastructure components for the Ascend computing platform, covering the TileLang compilation tool, DeepGEMM, FlashMLA, DeepEP, and others. At present, domestic computing power deployment remains concentrated on the inference side; the full-parameter post-training of DeepSeek-V4-Pro completed earlier on an Ascend 910C cluster did not involve basic pretraining.

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Nvidia requires cloud and data center customers to direct at least 51% of services in new contracts to non-Chinese companies

According to FT, Nvidia has told cloud and data center customers that at least 51% of services in newly signed contracts should go to non-Chinese companies. The requirement targets overseas cloud rental, a path by which Chinese AI developers can use advanced computing power without importing chips, because U.S. export controls generally do not cover remote access. Cloud providers are also required to report the identity of end users of the chips; earlier this year Nvidia drew up a whitelist that cut the number of Asian customers allowed to buy its AI chips to less than half, and a B300 rack sells internationally for about $600,000, with a transaction price in China last month reaching $2.54 million.

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CentOS founder uses Codex to write a 139,000-line Ginux kernel in 11 days, capable of booting Rocky Linux 10

Gregory Kurtzer, one of the founders of CentOS, announced that Codex, driven by GPT-5.6 Sol, wrote about 139,000 lines of code in 11 days through human-led agentic engineering, producing Ginux, a Rust-centric x86-64 kernel that can boot Rocky Linux 10 and run up to systemd's multi-user.target. Ginux is not a fork of the Linux kernel; it implements memory management, the scheduler, the process model, the file system, and networking on its own, and implements the Linux ABI to directly run unmodified Linux binaries; the project has accumulated 1,037 commits, 261 tracked files, and 63 Rust source files, with API call costs of about $8,000, and the code is hosted on GitHub under the Apache 2.0 license. In a technical report, Kurtzer said AI can already generate complex system software, but compatibility, security, hardware support, standards, community, and long-term maintenance remain the real moats.

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WSJ: Large investors want Anthropic's IPO priced at $1.5 trillion to $1.6 trillion

The WSJ reported that large investors want Anthropic's IPO priced at $1.5 trillion to $1.6 trillion, below the nearly $2 trillion discussed in previous months. The revised prospectus shows that Anthropic's third-quarter revenue rose from $1.16 billion to $1.7 billion, but spending grew faster, turning $974 million in operating profit into an operating loss, mainly because $5 billion in computing power procured under short-term terms cost more. Its total long-term commitments amount to about $895.4 billion, almost all for computing power and infrastructure, of which $447.5 billion is expected to be spent before 2031.

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04

Research papers

Anthropic releases FlashProve, which can verify the source of model replies, and open-sources the code

Anthropic announced FlashProve, a new research effort in the direction of verifiable inference, based on existing cryptographic techniques that let developers verify whether a given reply came from a specified AI model, and said its efficiency is significantly higher than previous open-source methods. The proof can be used to make it harder for attackers to hijack conversations, and can also let security evaluators confirm that the model being tested is the same as the model serving the public. Anthropic has open-sourced the FlashProve code and listed collaborators including Alessandro Chiesa.

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Tips and perspectives

Tomasz Tunguz analyzes Anthropic S-1/A: how rising short-term GPU rental prices push up computing costs

Citing Anthropic's updated S-1/A, Tomasz Tunguz notes that short-term burst compute is priced at $7 to $13 per GPU hour, driving Anthropic's blended GPU-hour cost up 82% within two quarters, turning $974 million in Q2 operating profit into a $567 million loss in Q3. The article says long-term contract prices are about $2 to $4 per hour, and once long-term leased capacity is exhausted, buyers can only turn to the short-term rental market, while data center project delays and power shortages make supply pressure hard to ease in the short term. The author argues that the key in 2027 is to match customer contract terms with the terms of the underlying GPU leases.

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Briefs

End of issue

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