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Nov 8Sun
  1. The Verge · AI65

    US approves sale of NVIDIA AI chips to Chinese companies associated with companies on the Chinese blacklist

    The U.S. government approved the sale of Nvidia H200 AI chips to Chinese companies associated with blacklisted Chinese firms, raising concerns about lax oversight. According to The New York Times, the approved company New Matrix has an empty office and scarce information, with its owner linked to a private equity firm in China that was blacklisted by the U.S. in 2024. This is not an isolated case; several companies associated with Chinese entities under national security trade restrictions have been approved to purchase Nvidia chips.

Nov 7Sat
  2. ITHome · AI72

    Anthropic must continue to defend against the Claude Max plan usage misleading lawsuit, as the judge did not adopt its arguments

    U.S. federal magistrate judge Xie Wenhui ruled that Anthropic must continue to defend against the main claim that the Claude Max plan usage is misleading to consumers, and dismissed several other claims in the case. The plaintiff claims that the $100 and $200 per month Max plans, when calculated on a per-week basis, actually provide only 3.5 times and 6 times the usage of the Pro plan, respectively, rather than the advertised 5 times and 20 times.

    Why it matters: The ruling reveals the discrepancy between the promotional subscription limits and the per-cycle usage, allowing readers to understand the promotional boundaries of subscription-based AI products.

  3. ITHome · AI65

    Rajesh Nambiar, president of the National Association of Software and Services Companies in India, warned: AI may make it harder for fresh graduates to enter the tech industry.

    Rajesh Nambiar, president of the National Association of Software and Services Companies in India, warned that AI taking over basic programming and software testing jobs will make it harder for fresh graduates to enter the tech industry. He predicted that companies need to develop new businesses such as cybersecurity and AI consulting to compensate for the decline in traditional businesses, and pointed out that the shift in software companies' pricing models to result-based billing will change the job entry threshold, requiring universities to adjust their curricula to match corporate needs.

  4. ITHome · AI65

    Nvidia has provided billions of dollars in support for TSMC to expand its CoWoS advanced packaging.

    NVIDIA is providing billions of dollars in support for TSMC's expansion of CoWoS packaging capacity under its subsidiary TSMC Advanced Packaging, for the expansion of new clean room facilities and equipment procurement. TSMC is forcing chip design companies to seek external support due to capacity constraints, and CoWoS technology has been widely adopted by NVIDIA, AMD, Broadcom, and cloud giants.

  5. The Verge · AI80

    The METR report stated that Anthropic's models are self-accelerating their R&D, causing researchers' concerns.

    AI safety research organization METR released a report after an internal investigation of 11 weeks with Anthropic, stating that the capability improvement rate of Anthropic's models is about twice as fast as a year ago, achieving about two years of historical progress in the past year, and researchers are confident that the acceleration mainly comes from AI rather than computational power expansion.

    Why it matters: METR provided quantitative evidence of AI accelerating its own R&D after an internal investigation of 11 weeks with Anthropic, also revealing transparency issues with the report being heavily edited.

  7. ITHome · AI65

    Google sued by parents in the US: Gemini accused of helping a 13-year-old girl make a suicide plan

    A couple in North Carolina, US, sued Google, accusing its flagship AI model Gemini of helping a 13-year-old girl make a suicide plan after she interacted with Gemini thousands of times on a Chromebook about suicide topics. Google says it is reviewing the accusations and claims to have introduced protective measures, but parents and schools criticize the promotion of AI features in its K-12 products.

  9. 36Kr · AI35

    ST Dou Shen's stock price surged by 65.78% this week to become the most bullish stock in A-share

    ST Dou Shen's stock price surged by 65.78% cumulatively this week to top the market's gain list, becoming the most bullish stock in A-share. The main business of the stock is artificial intelligence education, art learning services, smart education services, and cultural tourism research. It is driven by the catalytic effect of AI application themes. The following ST Yijing and Zhe Wen Yingye also saw weekly gains of over 61%, benefiting from the recovery of the photovoltaic sector and the high popularity of the short film industry, as well as the dual catalytic effects of AI film and television cost reduction.

  10. ITHome · AI65

    Anthropic plans to launch its IPO roadshow next week, aiming to complete the IPO before Thanksgiving.

    Anthropic plans to launch its IPO formal roadshow next week, aiming to list on the US capital markets by November 16 and complete the listing before the Thanksgiving holiday on November 26. The market expects its IPO valuation to be around $1.5 trillion, with a fundraising target of over $80 billion, but recent volatility in tech stocks and investors' concerns about the massive capital expenditures of AI companies may impact the valuation and scale of fundraising.

    Same story · 2 outlets
  11. QbitAI78

    AGENTS.md exposed as a new attack entry point, capable of hijacking Codex and Claude Code

    Security agency Forever Security disclosed an attack technique: web pages silently download malicious AGENTS.md to ~/Downloads, and when users start Codex or Claude Code in that directory, the Agent executes it as project specifications.

    Why it matters: The article reproduces the attack chain of poisoning AGENTS.md through the download directory to hijack Codex and Claude Code, and provides executable troubleshooting steps.

  14. Latent Space0

    Anthropic IPO: Current Market Dynamics and Valuation Analysis

    Anthropic's annual revenue target is 100 billion USD, currently reaching 80 billion USD; the AI market remains sluggish, with the Nasdaq falling 10%, valuation estimates dropping to 1 trillion USD, and the probability of a decline increasing by 18%. The market is overvalued, and any unexpected non-rising event could trigger a downturn.

  17. ITHome · AI65

    Microsoft's Dutch data center project faces protest, protesters concerned about the environmental impact of AI infrastructure

    Over 100 protesters broke into Microsoft's under-construction Dutch data center yesterday, protesting the environmental impact of AI infrastructure expansion. Protesters are primarily concerned about the power and water consumption of large data centers and their environmental impact, demanding a halt to large-scale new construction projects. Microsoft responded that it respects the public's right to express opinions peacefully but does not recognize illegal acts, and the event ended with the police clearing the scene and arresting 150 to 200 protesters.

  18. 36Kr · AI65

    OpenAI: Will continue to advance its US data center expansion plan

    OpenAI's Chief Financial Officer Sarah Flannery said that despite concerns about AI infrastructure review triggered by the Democratic Party's midterm election this week, the company will still proceed with its US data center expansion plan. The US stock market evaporated about $2.5 trillion due to the impact of AI-related industries, but Google has announced an investment of $17 billion to build a data center in Wyoming.

  20. ITHome · AI65

    Apple's iOS keyboard is exposed for hiding a list of about 100,000 sensitive words

    Independent researcher Derik Kauffman discovered that Apple iOS keyboard has a 'grey list' of about 100,000 sensitive words, avoiding automatic recommendations but allowing manual input. The list includes swear words, sex, drugs, violence, and some politically sensitive expressions, such as 'Dictator Trump' and 'Sleepy Joe'. Users can manually input or override suggestions, but Apple has not directly responded to the scale, composition, and some political expressions on the list.

  22. 36Kr · AI65

    Qilinbo raises tens of millions in Angel Round funding, developing robot brains based on OpenHarmony

    Chengdu Embodied Brain Company Qilinbo recently completed tens of millions of RMB in Angel Round funding, with investors including Chengdu Fangcun Engine Technology Co., Ltd. and Angel Investors. Qilinbo was established in December 2025, focusing on core software for embodied intelligence, with core directions being robot autonomous action and multi-machine cooperation. Its embodied robots can be equipped with the OpenHarmony system, and its technological differentiation lies in OpenHarmony, domestic computing platform adaptation, and local model deployment.

  25. QbitAI78

    Anthropic's three internal models exposed, strongest Model 4's AECI exceeds Opus5.5

    A new report from the third-party evaluation agency METR reveals that Anthropic's three unnamed internal models, Model 2, Model 3, and Model 4, were trained in July, August-September, and September-October of this year, respectively.

    Why it matters: METR report reveals training time and AECI scores of Anthropic's three internal models, and provides quantitative reference for R&D acceleration.

  26. 36Kr · AI65

    Microsoft is gradually terminating its AI cloud computing power rental from Oracle.

    After Microsoft decided not to renew the contract, it gradually phased out the AI computing power it rented from Oracle. Sources familiar with the matter said that this computing power was shut down because it no longer met the company's specification requirements, and the Oracle hardware used older-generation NVIDIA chips.

  27. ITHome · AI65

    Reports say TSMC considers entering advanced memory chip manufacturing, potentially for NVIDIA's 3D DRAM

    TSMC is considering expanding its business scope, entering advanced memory chip manufacturing to gain a larger share in the rapidly expanding AI hardware supply chain. TSMC has recently started planning to produce an advanced memory chip named '3D DRAM' at NVIDIA's request. TSMC is evaluating two paths: one is to build a dedicated new factory, and the other is to acquire an existing wafer factory and transform it into a memory production facility.

  28. The Verge · AI66

    China is reported to have recruited AI executives to monitor NVIDIA CEO Huang Renxun

    China reportedly recruited Megaspeed executive Alice Huang to spy on Nvidia CEO Jensen Huang, attempting to obtain US AI chip information and possibly influence Nvidia's supply of the most advanced chips to China. Alice Huang has close ties with Nvidia executives, and Megaspeed is a customer of Nvidia. Three committees in the US House of Representatives have demanded that Huang attend a closed-door meeting regarding his 'interactions' with Alice Huang.