All AI updates

The Nasdaq may lose $2 trillion in market value this month as AI investment returns cause concern for investors.

The Nasdaq 100 index may lose over $2 trillion in market value in October, as investors' concerns about AI investment returns deepen. Tech giants are rushing to expand their AI infrastructure and are raising spending expectations, with Meta, Alphabet, and Amazon planning massive funding, causing market unease. JPMorgan estimates that global AI infrastructure capital spending will exceed $1 trillion next year and reach $5.5 trillion by 2030.

MediaTek confirmed it has acquired a second AI chip customer, which is not ByteDance.

MediaTek confirmed in a Q3 2026 earnings call that it has acquired a second AI ASIC customer, with mass production expected in 2028; the customer is not a Chinese company, and previous market speculation pointed to ByteDance. MediaTek's first AI ASIC customer was Google, with collaboration focused on the Google TPU AI accelerator. The first data center AI accelerator has begun limited shipments in September 2026.

The privacy-focused AI assistant Ollie will close next month

Alibaba said that users of the China market version of Apple Intelligence can choose whether to enable the Qwen integration or not.

Alibaba announced that the China market version of Apple Intelligence will integrate with Qwen, allowing users to call Qwen's text and image understanding and content generation capabilities in Siri, writing tools, and visual intelligence, and they can choose whether to enable it or not. Related features will be open for testing with the latest iOS developer Beta version on November 4, and will be officially launched for Chinese users with the iOS 27.3 version in December. Alibaba stated that user requests and generated replies will not be used for model training.

Apple Intelligence officially enters China: Alibaba Qwen integrated into Apple ecosystem, can help users write copy, read documents, recognize images

Apple announces the opening of Apple Intelligence core feature testing for iPhone 18 Pro and other models in China on November 4, and it will be officially launched in the iOS 27.3 update to be released in December. Apple clarifies that Qwen from Alibaba will be used in three types of experiences: Siri, writing tools, and visual intelligence, covering text and image understanding. Users can log in to their Qwen account or access it through Apple Login. In writing tools, users can let Qwen create original content from scratch, and visual intelligence supports understanding the surrounding objects and scenes through the camera.

Boom Supersonic is transitioning to power AI data centers, and the supersonic aircraft plan is being questioned.

United Airlines CEO Scott Kirby said the plan to deliver the first Overture supersonic passenger aircraft by Boom Supersonic in 2029 will be delayed, citing numerous challenges. The company is shifting to manufacturing 42-megawatt natural gas turbines for AI data centers, with plans to deliver the first unit in mid-2027, reaching a production capacity of 25 units in 2028 and 50 units in 2029, but has lost a $1.25 billion order from Crusoe.

Annapolis (Anthropic) may receive a high 'junk' rating after its IPO, according to The Financial Times.

Annapolis is expected to receive a high 'junk' rating after its initial public offering, according to The Financial Times. The investment giant Blackstone, as its anchor investor for chip financing, is expected to rate Annapolis a speculative 'junk' double-B rating, having previously predicted it would achieve an investment-grade rating before 2027. The high 'junk' rating will make it more difficult for Annapolis to raise low-cost financing to maintain its massive expenditures.

OpenAI, Google, Microsoft, and Anthropic jointly support new website content scraping opt-out standards.

OpenAI, Google, Microsoft, and Anthropic will adopt new standards that allow publishers to opt out of AI scraping by adding a shared 'policy token' signal in their robots.txt file, thereby controlling whether their website content is used for AI training.

US tech stocks fall for two consecutive days due to AI cost concerns

U.S. tech stocks fell for two consecutive days due to concerns about companies investing hundreds of billions of dollars in artificial intelligence (AI). Alphabet's stock value evaporated by more than $500 billion in a single day, Intel's stock price plummeted by 30%, and the Nasdaq index fell by 3.5%. Alphabet's core search advertising revenue was affected by AI summaries, and it is expected to invest $205 billion in AI this year. Analysts worry that the return on AI investment may not meet expectations, raising concerns about an AI bubble.

Malicious Claude Code extensions on the Cursor market attempt to remotely access and steal data

Malicious Claude Code extensions on the Cursor market attempt to remotely access and steal data, affecting up to 5000 users. The extension attempts to collect users' hostnames, usernames, operating systems, and public IP addresses, and attempts to set up remote access for attackers, but Cursor states this is likely to fail on most machines. Cursor immediately removed the extension and shut down the entire market after discovery. The market has been restored after cooperating with the provider to eliminate the malware and confirming no further risk.

Fujifilm is increasing tape production capacity by 5 times to meet the growing demand for archives driven by AI.

Proton CEO Andy Jannathan cancels AI re-interview plan

Proton CEO Andy Jannathan has canceled a company-wide re-interview plan requiring employees to explain how they use AI, according to six current employees and meeting recordings obtained by 404 Media. The move aims to potentially fire employees who do not meet leadership's expectations for AI usage. The decision comes after 404 Media released a report on Thursday showing Jannathan is actively pushing for AI integration in the company, ignoring safety concerns raised by employees.

FaceWall AI's ForgeKernel live stream generated an operator from scratch, 9.8% faster than DeepSeek FlashMLA and announced open-source.

FaceWall AI's operator generation system ForgeKernel generated the DeepSeek-V4.1 FlashMLA Prefill operator from scratch on an NVIDIA B200, with a final time of 472 microseconds, 9.8% faster than FlashMLA's 518 microseconds. The entire process took 22.5 hours, 42 iterations, and 32 versions, using 1 B200 and 22 GPU hours.

Zhiyuan releases GO-3 Preview and WITA-OMNI dual models and introduces Worken labor unit

Zhiyuan released the embodied base model GO-3 Preview and the full-modal interactive large model WITA-OMNI at the Innovation Day. The former topped the RoboDojo, RoboTwin, and RoboColiseum rankings, while the latter led the Daily-Omni, TimeLens-Bench, EmbSpatialBench, and MMAU rankings.

The U.S. Department of Justice sued those using AI to impersonate students and fraudulently obtain student aid loans, targeting 'ghost students'.

The U.S. Department of Justice announced charges against five individuals suspected of impersonating 'ghost students' to fraudulently obtain federal student aid loans, calling it the first large-scale federal crackdown on such fraud.

Anthropic has stopped coding interviews for software engineering positions

Anthropic has stopped asking coding questions in software engineering job postings. A hiring manager at the company revealed that DSA interviews have been removed from the hiring process as they did not provide effective signals, and other AI companies may follow suit.

DoorDash claims to have only received 'hundreds' of orders from AI agents

Maine's data center controversy will determine Senate control.

Senator Susan Collins of Maine was interrupted during a Senate midterm election debate by audience members questioning the environmental impact of data centers, sparking strong local opposition to data center expansion. 76% of Mainers oppose building data centers in their communities, with multiple towns passing temporary bans or referendums to resist expansion. This Senate race, supported by tech companies and private equity, will determine federal data center and AI policies, impacting data center construction across the US.