Mark Cuban reveals deepfake fraud ads on Facebook that use AI faces and voices, despite the ads containing disclaimers, Meta still allows these ads to pass. Internal documents show that Meta expects to generate about $16 billion in revenue from such ads in 2024, accounting for 10% of that year's revenue.
OpenAI will announce the water usage of its data center and disclose the construction plan, while commissioning an independent agency to conduct noise research. The company has pledged not to require public officials to sign non-disclosure agreements for data center construction. This move responds to laws in at least 38 jurisdictions that restrict or prohibit data center construction.
India plans to develop its own GPU chip within about 24 months, while promoting the commercialization of RISC-V architecture-based SHAKTI and VEGA processors. Both SHAKTI and VEGA processors use the open RISC-V instruction set architecture, where the VEGA ET301 is a 32-bit chip with a maximum operating frequency of 100MHz, primarily targeting simple applications such as sensors, wearable devices, and the Internet of Things
The State Administration of Radio, Film and Television reiterates its support for real-person micro-short dramas and regulates AI micro-short dramas. AI technology opens up new space for micro-short dramas to reduce costs, increase efficiency, and innovate expression, but it must adhere to copyright and ethical bottom lines. Over 90% of micro-short dramas are AI-generated, while real-person dramas remain the main force in high-quality creation. The administration requires platforms to fulfill their responsibilities and implement 'review before broadcasting, full human review'.
The Hang Seng Index fell 1.06% during the midday break, and the Hang Seng Tech Index fell 1.75%; semiconductor, GEO, and CPO concept stocks led the decline, with Cambridge Technology falling more than 10%, Changfei Optical Fiber and Cable and Longxi Technology falling more than 9%, Zhipu, MINIMAX-W, and GigaDevice falling more than 8%, and InnoLight falling more than 7%; the coal and petrochemical sectors led the rise, with Shandong Mulong rising more than 2% and China Shenhua rising more than 1%; Southbound funds net bought HK$2.17 billion.
89% of U.S. corporate open-source model spending is on Chinese models, Kimi accounts for 61%. Monero Venture Capital surveyed nearly 400 AI leaders in U.S. companies, their AI spending totals over $4 billion.
Apple's Mac sales in the 2026 fiscal year exceeded any previous fiscal year, setting a historical record. CEO Tuen Chu stated that its excellent quality has been recognized by the market, and the sales growth is mainly due to the recent popularity of MacBook Neo and MacBook Pro.
China Mobile launches the 6G Smart Application Co-creation Initiative, pushing upstream capacity to Gbps level. It initiates the 'One-Ten-Hundred-Thousand' action plan, providing application incubation and testing validation through multi-city 6G training grounds, focusing on ten scenarios such as networked robots and AI terminals, gathering thousands of partners to jointly cultivate 6G smart applications.
China Mobile says AI-generated content drives mobile internet traffic growth by 5 times. Mobile internet traffic grew by 18% this year, double the speed of last year. The uplink and downlink ratio of AI application traffic is 1:6, and network latency bottlenecks restrict development.
Cheryl Gates, a woman from North Carolina, is accused of plotting to poison her husband, suing ChatGPT and OpenAI, claiming the model gradually generated 'personalized plans' to help her carry out the act, and accusing OpenAI of not setting up sufficient technical safeguards to prevent the conversation.
US stocks maintained a rise for only one day after the midterm elections in 2026, plunging sharply on November 6. The Nasdaq index dropped by 5.5% to its largest single-day decline since April 2025, wiping out all post-election gains within 6 minutes. Chip and AI industry stocks were sold off, with the Philadelphia Semiconductor Index falling by more than 12%. Nvidia's market value evaporated by nearly 450 billion US dollars, as the market worries about the return on investment in AI infrastructure and the slowdown in data center construction.
OpenAI News3535Franklin Templeton is developing an AI workflow to help portfolio managers compare research views and check investment risks.
Meta has acquired Conductor, a product that allows programmers to manage multiple AI code agents, demonstrating its continued investment in AI and its ambition to compete for the developer community.
The Verge · AI6565OpenAI announced that it will no longer use non-disclosure agreements with public officials in its data center community commitment, allowing only for the protection of legitimate security information, trade secrets, or proprietary or competitive sensitive information. This move comes in the context of strong voter opposition to data center expansion in the recent midterm elections.
Sierra Blog6565Sierra announced today that it has been inducted into the JPMorgan Chase Hall of Innovation. CEO Bret Taylor received the award at the 18th JPMorgan Chase Innovation Technology Conference in San Francisco on October 29. The Hall of Innovation was established in 2011 to honor private technology companies that have had a significant impact on JPMorgan Chase. Taylor said Sierra's future customer experience will be intelligent—one where users don't need to learn to understand their digital entry.
Wang Xinyu, Board Secretary of Youke De, said that the company's intelligent computing center has seen continuous growth in orders, facing delivery pressure. Order visibility has become an important indicator for judging the prosperity of the AI industry chain. In the first three quarters of 2026, AI industry chain companies among A-share listed companies delivered high growth performance. The investment logic of AI has shifted from concept-driven to performance verification, and the realization of profits is gradually becoming apparent.
South Korean Finance Minister Lee Hoi-kang said he will formulate measures to ease stock market volatility due to the ongoing sell-off in tech stocks. He said the US midterm elections are an economic turning point, and stricter AI regulation will lead to a decline in US stocks overnight, impacting the global market.
After the Democratic Party swept Congress, markets worried about stricter AI regulation, impacting the credit markets of SpaceX and CoreWeave. SpaceX's bond yields surged to a record high of over 17%, and the cost of SpaceX debt default insurance rose to an all-time high. The stocks of both companies fell significantly.
South Korean Finance Minister Lee Hyoungrok said he would focus on the global financial market after the US midterm elections to prevent excessive reactions to AI regulation risks. Outsiders worry that the election results may lead to stricter regulation, triggering risks spilling over to global stock markets. South Korea will maintain stability in the Korea-US Trade Agreement and strengthen communication with the US.
After the US midterm election, the US stock market encountered a large-scale sell-off on November 5, with technology stocks and the AI hardware industry chain being the main declining sectors. Elon Musk's net worth decreased by 91.2 billion US dollars in a single day, and Elon Musk, Michael Dell and others combined shrinkage of 152.9 billion US dollars. The Philadelphia Semiconductor Index fell by about 12%, creating the second largest single-day decline in history.
OpenAI has released the image generation model Images 2.6, with a 50% improvement in image generation speed compared to the previous version, and has added GIF generation functionality. It is now available to users worldwide.
MediaTek has recruited Navid Shahriari, a former Intel executive with 37 years of experience, as Senior Vice President to oversee advanced packaging and testing. The core task is to deepen cooperation with TSMC to promote the CoWoS+EMIB dual-track packaging strategy, and to strengthen the product capabilities of AI chips. MediaTek's first AI ASIC product will start shipping in September 2026, with estimated revenue of $2.5 billion in the fourth quarter, aiming for $16 billion in revenue and a 20% market share in 2027.
Ars Technica · AISame story · 2 outletsCheryl Gates from North Carolina is accused of using ChatGPT to plan a murder for her husband James, involving oleander toxin and seeking to cover up the murder; OpenAI and Sam Altman are sued in California for allegedly failing to implement technical safeguards to terminate suspicious conversations; Cheryl Gates initially claimed her queries were for self-defense research.
Ars Technica · AI6565Google's new AI policy requires K-12 schools to use its AI products, but schools can choose not to use Gemini and need to enable the AI search service separately; this policy has caused dissatisfaction among educators and parents, and Google later clarified that schools cannot completely skip the AI search.
404 MediaSame story · 2 outletsMeta announces suspension of the commercial terms update scheduled to take effect on November 20, which requires business accounts to allow Meta to use their website content as AI training data, drawing strong opposition from journalists and users. The terms, previously postponed from October 30 to November 20, have been temporarily banned by a Norwegian court, and UK regulators have launched an investigation. Meta says it will consult stakeholders and provide further updates at a later date, with existing terms continuing to be effective temporarily.
How the accounts differ:The Verge states the delay is due to global publisher opposition; 404 Media mentions artist and small business dissatisfaction and the ability for EU and UK users to object.
TechCrunch · AI6565Meta executive Dina Powell McCormick said that a Democratic victory in the midterm elections will make it very difficult for companies to build data centers, and noted that the industry 'has not explained the benefits of these investments as well as we need to.' She pointed out that the backlash against data centers - which has been a major focus during this election season - is also related to people's overall feelings about AI technology. Meta believes that if it can show how data centers benefit local communities and the values of the technology itself, it can turn around negative consumer sentiment towards AI.
The Verge · AIFeatured8080After the Democratic Party won both the Senate and House in the US midterm elections, the AI industry is facing the prospect of tighter regulation and slower data center construction, with 43 out of 44 local data center bans passed in the vote. Elected officials have promised to summon CEOs of AI companies to testify, and experts believe that Trump and the Republican Party in Congress have basically ended their efforts to ban state-level AI restrictions.
Why it matters: The midterm election results and the vote on local data center bans provide specific signals for observing the direction of US AI regulation.
Sierra Blog6565Anon enables enterprise AI agents to use websites safely like humans by navigating web pages and performing operations such as logging in and filling out forms. Now joined with Sierra, it will help Sierra's agents complete multi-system interaction tasks without APIs, improving the completion rate of complex tasks. The Anon team focuses on reliability in browser operations and has completed hundreds of thousands of complex tasks for clients in the banking, healthcare, and software industries. Its technology will enhance Sierra's ability to process cross-system processes such as loan applications.
The Verge · AI6565Willy Shih analyzes global supply chain economics in his new book, pointing out that AI prosperity has increased resource consumption in infrastructure construction, while trade barriers and geopolitical conflicts are reshaping supply chain landscapes, with China still maintaining its position as the global manufacturing hub.
The DecoderSame story · 4 outletsMeta acquires AI coding startup Conductor, which allows developers to control multiple AI coding agents simultaneously, aiming to strengthen Meta's AI developer products. Conductor CEO Charlie Holtz confirmed the transaction in a blog post but did not disclose the price.
404 MediaYuriy Nazarenko created the OnlyFake website, which allows users to batch generate realistic fake ID photos and scans using automated processes and generative AI, priced at just $15, with annual revenue exceeding $1 million, triggering a new global financial fraud crisis. He was sentenced to one year in prison for selling fake IDs and, upon release, first revealed to journalists that North Korean IT workers had used the platform, and the project's scale expansion far exceeded his initial understanding of the consequences.
Anthropic has reached its first content licensing agreement with The Associated Press, allowing Claude to display election result data in real-time and attribute the sources. Previously, Anthropic had refused to cooperate, believing that web crawling content fell under the principle of fair use, but competitor OpenAI has reached similar agreements with multiple media outlets. Some publishers had previously blocked Claude's web crawler.
The Decoder6565Apple company reduced the daily token budget for some engineers from 300 US dollars to 200 US dollars last month, and plans to further reduce it to 100 US dollars per day, with some non-technical teams possibly reduced to 25 US dollars, employees can apply for exceptions to management. Apple employees can use services such as Anthropic's Claude, OpenAI's ChatGPT, and Google's Gemini. Some teams will switch to cheaper models or locally run AI devices.
The DecoderSame story · 2 outlets6565Anthropic reached its first authorization collaboration with AP ahead of the U.S. midterm elections, allowing Claude to display real-time election results with source attribution on election night. Previously, Anthropic had refused such collaborations on the grounds of fair use, while competitor OpenAI has reached over a dozen similar agreements with media outlets. Due to the inability to access real-time data, Claude is limited in handling time-sensitive queries, and media outlets like AP had previously deliberately blocked its crawlers.
The DecoderSame story · 3 outlets6565
