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Nov 5Thu
  1. 36Kr · AI65

    Goldman Sachs and Apollo Global Management seek to sell part of the SpaceX AI chip transaction

    Goldman Sachs and Apollo Global Management are in discussions with investors to sell a portion of the $40 billion SpaceX AI chip transaction, having contacted potential buyers and asking some investors to purchase up to $5 billion in shares before the syndicated loan process begins. The transaction aims to avoid debt being recorded on SpaceX's balance sheet, making it the largest GPU-like transaction to date.

  2. ITHome · AI65

    Apple tightens employee AI usage budget: daily limit for some engineers decreases by 33%, potentially dropping further to 100 dollars.

    Apple has reduced the daily AI spending limit for some engineers, lowering it from 200 dollars to 100 dollars, and is considering cutting the budget for non-engineering teams to 25 dollars; this move aims to control AI usage costs, requiring employees to use services like Claude, ChatGPT, and Gemini, or switch to local AI solutions.

    Same story · 3 outlets
  3. 36Kr · AI88

    OpenAI automated vulnerability chain discovery identified 1724 Linux kernel vulnerabilities

    OpenAI's automated vulnerability research chain identified 2308 candidate samples of Linux kernel vulnerabilities, dynamically reproduced 1724 vulnerabilities, and generated 948 local privilege escalation (LPE) exploits.

    Why it matters: OpenAI disclosed a five-stage process and cost-benefit comparison of its automated vulnerability research pipeline, which can help understand the actual output of agents in security research.

  4. ITHome · AI

    Bluetooth SIG adopts 'High Data Throughput' standard: Low-power transmission peak speed increases by 275% to 7.5 Mbps, paving the way for lossless wireless audio

    The Bluetooth SIG has adopted 'High Data Throughput' (HDT) technology as an optional feature for Bluetooth Core Specification 7.0, increasing the peak bit rate of low-power transmission from 2 Mbps to 7.5 Mbps, a speed increase of 275%. HDT enhances spectral efficiency, energy efficiency, and reliability through a new physical layer, with the first flagship scenario being high-end lossless wireless audio, with the first supporting devices expected to be released in early 2027.

  5. OpenAI News67

    OpenAI's own pipeline discovered and patched 948 local privilege escalation vulnerabilities in the Linux kernel

    OpenAI has built an autonomous pipeline to find, verify, and generate patches for 948 local privilege escalation vulnerabilities in the Linux kernel. The material only provides this result, not disclosing the specific methods of the pipeline, vulnerability details, or patch implementation status.

    Why it matters: OpenAI uses an autonomous pipeline to locate and verify 948 local privilege escalation vulnerabilities in the Linux kernel, observable level of automation in the security research process.

  7. TechCrunch · AI50

    Uber said almost no one uses AI agents to book Uber.

    Uber stated in its third-quarter earnings call that during the busiest week of the Halloween period in October, there were only 4 Uber rides booked through an AI agent, and the AI agent also completed only 500 food orders through Uber Eats, which accounted for a very small proportion of the total 320 million trips and orders of Uber and Uber Eats for that week.

  8. Newcomer65

    The latest funding activities of OpenAI and Anthropic show that their development paths have diverged

    Investors are comparing the funding trajectories of OpenAI and Anthropic, with the latter pulling away from the former, which is eager to tell a story of revival. Despite challenges in the AI industry, according to investors, Anthropic's IPO is still on track, with its stock having 'limitless demand' among long-term investors, and plans to complete it before Thanksgiving. Anthropic's more favorable stance towards the Democratic Party also helps its case.

    Same story · 2 outlets
  9. TechCrunch · AI

    Meta acquires AI programming startup Conductor

    Meta has acquired Conductor, an AI programming startup that allows users to launch software projects by deploying multiple agents in parallel workspaces, Conductor's core product was launched last summer.

    Same story · 4 outlets
  10. Ars Technica · AI80

    Several measures restricting AI and data centers were passed in the U.S. midterm elections, with the tech industry calling it anti-Trump rather than anti-technology.

    In the U.S. midterm elections, 38 out of 44 measures restricting data centers in 10 states were passed, including multiple moratoriums and bans; Democrat Gina Hinojosa won the Texas gubernatorial election, planning to delay projects until legislation involving water, electricity, air, and property rights is passed.

    Why it matters: The election results and industry statements create a contrast, allowing readers to judge the policy resistance faced by U.S. AI infrastructure expansion.

  11. Hacker News · 300+

    AMD expects to surpass Intel for the first time in Q4 historically

    AMD's Q4 revenue is expected to reach $17 billion, setting a record and surpassing Intel for the first time; surging sales of data center hardware offset declines in the client sector, with Epyc and Instinct product revenue doubling in the past two years.

    Same story · 2 outlets
  14. 404 Media

    US voters overwhelmingly oppose AI data centers

    U.S. voters overwhelmingly opposed AI data centers in last night's midterm elections, with multiple referendums rejected in over 40 states, 38 of which explicitly opposed data center construction. Six cities outright banned data centers, and twelve set power consumption limits.

  15. The Verge · AI50

    Uber completed 4 trips solely through AI agents in the third quarter of 2026

    Uber executives disclosed during the earnings call on November 4, 2026, that only 4 trips were completed through third-party AI agents in that quarter, while the number of AI agent-handled orders in Uber Eats was approximately 500, constituting a very small proportion of total orders for that week. This is Uber's first disclosure of the number of deliveries or trips arranged by third-party AI agents on its platform.

  16. The Verge · AI

    After the 2026 midterm elections, the construction environment for data centers will face stricter restrictions

    76% of voters oppose building data centers in their communities. Multiple locations have passed referendums to directly limit development, including a 180-day ban on large data centers in Wells, Maine, bans on data centers over 25MW in multiple cities in Ohio, and a 10-year ban on data centers over 10MW in Eldora, Kansas.

    Same story · 2 outlets

    How the accounts differ:The Verge mentions specific local restrictions like Maine's Wells town ban, while TechCrunch focuses on national political implications and broader state-level bans.

  18. TechCrunch · AI86

    Google plans to shut down Search for schools that restrict AI, prompting criticism from various parties.

    Google announced that schools using its K-12 software will not be able to use Search if they do not choose to enable AI tools like Gemini, and students will only see a message indicating that the school-provided service is unavailable.

    Same story · 5 outlets

    Why it matters: Google's policy of bundling Search with AI tools has drawn criticism from politicians and antitrust officials, highlighting the controversy surrounding AI in schools.

Nov 4Wed
  1. OpenAI News60

    OpenAI announced the acquisition of Pierre Computer Company.

    OpenAI announced its acquisition of Pierre Computer Company to expand the tool capabilities of Codex in code construction, understanding, and review. The original text did not disclose the transaction amount, timeline, or specific arrangements for the team and products after the acquisition.

    Same story · 2 outlets

    How the accounts differ:36Kr states the deal targets Microsoft GitHub's code hosting business; OpenAI News and The Decoder do not mention this specific target.

    Why it matters: Official disclosure of the acquisition move, readers can understand Codex's reinforcement direction in code construction and review tools.

  2. 36Kr · AI72

    After the decision model became popular, why does the physical world need fast on-device judgment?

    TypeSafeAI released decision model Jev in mid-September, which only outputs yes/no, scores, or probabilities, and within weeks of launch, user numbers broke a million, with about one-third of Fortune 500 companies starting to use it, and its valuation increased from about $200 million to $7.5 billion in 24 days.

    Why it matters: From the explosion in popularity of decision models to on-device judgment in the physical world, it shows an industrial change in AI capabilities shifting from generation to measurable decision-making.

  3. The Verge · AI65

    Google has not yet solved the problem of how to profit from AI like its search engine.

    Google's search revenue year-on-year growth rate decreased from approximately 17% in the previous quarter to 12% in the third quarter, and paid clicks growth also slowed from 13% to 8%. Although AI model queries have grown rapidly, their monetization rate is lower than traditional search, and CEO Sundar Pichai stated that this is one of the main drivers of the slowdown in revenue growth.

    Same story · 2 outlets

    How the accounts differ:The Decoder states the market value evaporated by 10%; The Verge does not mention this figure.

  4. 36Kr · AI60

    OpenAI acquires startup Pierre Computer, targeting Microsoft GitHub's code hosting business

    OpenAI acquires startup Pierre Computer, further expanding the Codex programming platform's capabilities and challenging Microsoft GitHub. Some technology from Pierre Computer has already been applied to Codex, and OpenAI plans to integrate its code storage functionality. Financial terms of the deal were not disclosed, and Pierre's open-source projects will remain open-source.

    Same story · 2 outlets

    How the accounts differ:36Kr states the deal targets Microsoft GitHub's code hosting business; OpenAI News and The Decoder do not mention this specific target.

  5. ITHome · AI52

    JD.com Discloses Progress in Embodied Intelligent Data Collection: Covers over a hundred detailed scenarios, collects over 100,000 real-world task samples

    JD's embodied data acquisition has covered over 100 refined production service scenarios and collected over 100,000 real-world task samples. JD Cloud's self-developed JoyEgoCam and other acquisition terminals construct an embodied data service system covering 'acquisition, storage, labeling, training, evaluation, imitation, and testing'. The JoyAI-Sim physical simulation engine achieves 3.2 times the evaluation efficiency of real-machine evaluation. In 2025, China's new display industry will have a global market share of over 50%, with display panel shipment area exceeding 220 million square meters.

  7. The Decoder71

    Google mandates that schools must accept AI starting in 2027 to use the search service

    Starting from the beginning of 2027, Google requires schools to accept AI features in student accounts, or they will lose Google Search access. Gemini, Gemini Notebook, and Google Search are turned off by default, and schools can enable them one by one, but no longer provide a search version without AI.

    Same story · 5 outlets
  9. 36Kr · AI65

    Uber CEO Gil Hertzberg will join OpenAI as the Chief Corporate Officer

    Uber CEO Gil Hertzberg will join OpenAI as the Chief Corporate Officer, responsible for global public relations and brand strategy. The position has been vacant since early this year, and Hertzberg previously worked at Google and Snap.

    Same story · 2 outlets
  10. ITHome · AI65

    Developer of 'Arc Raiders' Embark Studios discusses AI voice acting: The initial intention was to reduce the burden on actors, and it is gradually being replaced by real human recordings.

    Embark Studios initially used generative AI to generate voice lines for 'Arc Raiders' to reduce the burden on actors. Due to the massive amount of dialogue and the need for frequent updates, voice actors have concerns about the ownership of AI voice, and the developers are gradually replacing AI voice with real human recordings.

  11. ITHome · AI65

    Game mod sharing platform Nexus Mods updates creation policy requiring public disclosure of AI tool usage

    Nexus Mods updates generative AI usage policy, requiring mod developers to publicly disclose AI tool usage, with a 60-day grace period for published mods to supplement information. The platform will not fully ban AI mods, aiming to seek community balance through information transparency, but the new policy may not meet all user expectations.

    Same story · 2 outlets
  12. ITHome · AI50

    Google confirms its voluntary severance compensation plan has been expanded to countries such as Canada, France, Germany, Japan, and Switzerland.

    Google confirms that its voluntary severance compensation plan has been expanded to Canada, France, Germany, Japan, and Switzerland. The plan was launched in June and aims to support the company's AI-first work. It had previously been implemented for some departments in the United States and the United Kingdom. This move comes at a time when AI capital expenditures are surging, causing concerns on Wall Street.

  13. ITHome · AI60

    xAI and OpenAI use modified jet engines to power AI data centers

    xAI installs 8 modified jet engine turbines in its Memphis data center, while OpenAI adopts gas turbines in its Abilene Stargate project, both transformed by ProEnergy from General Electric engines. The modified engines are deployed quickly, allowing the data center to operate within 24 months, but their efficiency is lower than traditional gas power plant turbines, and they are expected to be only a short-term solution.

    Same story · 2 outlets