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Oct 30Fri
  1. 36Kr · AI35

    The Foreign Ministry responded to Sanrio's cancellation of the Vivant collaboration; the Sci-Tech 50 Index hit a new low; IKEA Shanghai restaurant begins implementing 'seat with consumption'.

    The Foreign Ministry responded to Sanrio's cancellation of the Vivant collaboration, stating it exposes Japan's domestic attempts to use cultural products to defame China; the Sci-Tech 50 Index hit a new low, AI industry stocks suffered, dragging the index down 45%; IKEA Shanghai restaurant begins implementing 'seat with consumption', security personnel urging away customers occupying seats without making a purchase.

  2. 36Kr · AI65

    NVIDIA is reportedly negotiating to provide multi-billion dollar debt credit guarantees for the Nscale data center project.

    NVIDIA is in talks with Nscale to provide tens of billions of dollars in debt credit guarantees for the development of a 460 megawatt data center rented by Anthropic; the transaction has not been finalized, and NVIDIA continues to provide financial support to new cloud companies such as Nscale, CoreWeave, and Firmus.

    Same story · 3 outlets
  3. ITHome · AI62

    Huawei Pharmaceutical Corps clearly does not produce drugs, positioning itself to empower pharmaceutical companies with AI.

    Fang Jie, CEO of Huawei Pharmaceutical Group, clearly stated that Huawei does not make drugs and hopes to become the technical foundation of AI pharmaceutical industry, providing computing power, storage, network, tool chain and data governance capabilities for pharmaceutical companies. Domestic wuxia game 'Xiang Zhi Ling Zero' debuts at the top of Steam global bestseller list, peak online player number reaches 430,000. Google's parent company Alphabet falls more than 13% in midday trading, creating its largest single-day decline in history, previously Q3 financial report shows revenue and net profit are not up to expectations, AI investment leads to negative free cash flow.

  4. 36Kr · AI35

    Coal-themed fund reverses: defensive attributes and dividend-paying ability highlighted

    The coal industry index has surged by more than 23% this year, driving up the net values of related fund products, with many coal-themed index funds yielding over 16%. The reasons behind this are the supply-demand relationship and changes in fund style: on the supply side, stricter safety inspections, low start-up rates, and reduced imports of coal; on the demand side, power supply guarantees and the logic of coal chemical alternatives remain. Funds have shifted from chasing high growth to 'low valuation + high dividend + stable cash flow' certainty assets.

  6. 36Kr · AI65

    Alphabet's debt risk indicators have risen, with its earnings report reigniting concerns about AI-induced debt.

    Alphabet Inc. shares plunged on Thursday, with its five-year credit default swap (CDS) quote rising 5.3 basis points to 84 basis points, the largest increase since September 21. The company's disappointing performance earlier had heightened market concerns that its massive debt-funded artificial intelligence (AI) spending may not be recouped. Gavan Nolan, executive director of S&P Global Market Intelligence, said that if AI investments pay off, stock investors may reap huge gains, but if they worsen, bondholders will bear the losses.

  7. TechCrunch · AI65

    Rivian expanded its joint venture with Volkswagen, incorporating AI assistant technology.

    Rivian has licensed its AI voice assistant technology to Volkswagen Group as part of a larger joint venture established in 2024, which initially focuses on introducing Rivian's electric architecture and software into Volkswagen's next-generation vehicles. The AI assistant was recently launched on Rivian vehicles and may first appear on Volkswagen's low-cost electric car ID EVERY1, a four-door hatchback that will be the first VW vehicle to use Rivian's software and electric architecture.

  8. TechCrunch · AI

    Reddit announced a shift to a post-login experience to address declining search traffic

    Reddit announced a decline in traffic due to AI-driven search changes, shifting to an experience primarily reliant on logged-in users, aiming to protect data from AI scraping and explore licensing agreements with model providers, while also increasing advertising revenue. This shift will first be tested in the fourth quarter in non-U.S. markets, with a global rollout time undetermined, but emphasizing that anonymous browsing options will still be retained.

  9. AWS Machine Learning Blog

    The UK Amazon Quick User Group developed in 2026

    The UK Amazon Quick User Group held three quarterly meetings in 2026, attracting over 150 participants, promoting member learning, communication, and problem-solving through hands-on sessions and experience sharing. The meetings focused on showcasing how to use Quick for real-time event management, automated support workflows, and governing the data layer, fostering enterprise AI applications and data analysis. Members enhanced decision-making efficiency and business growth through workshops on building custom chat agents, using the Quick desktop version, and the Quick app.

  10. Ars Technica · AI65

    Trump declares foreign factory robot imports a national security threat

    Trump has declared the import of foreign factory robots a national security threat, ordering new negotiations with trading partners and potentially imposing new tariffs on such robot imports. A presidential statement released on October 28 shows that the U.S. government is strengthening its review of foreign-made industrial robots, which could complicate the production operations of major U.S. companies that rely on these robots (including General Motors, Ford, Tesla, Boeing, and Lockheed Martin).

  11. Understanding AI65

    Anthropic's financial situation is unexpectedly strong

    Anthropic achieved its first operating profit in the second quarter of 2026, with cash reserves second only to Google and Berkshire Hathaway as of June 30. The company has submitted a public S-1 form to the U.S. Securities and Exchange Commission, planning to raise tens of billions of dollars for computing resource investments, but third-quarter revenue growth slowed to $16.8 billion, raising questions about whether it can sustain future massive expenditures.

    Same story · 10 outlets
  14. The Verge · AI

    Microsoft will cut about 60,000 employees due to AI adjustments, CEO Nadella emphasizes high salaries and AI tool support

    Microsoft is offering a voluntary departure program to about 60,000 employees in the United States, the United Kingdom, Canada, and India, which is the first time the company has offered such a program to so many employees, aimed at reducing operating costs to avoid reducing investment in AI infrastructure. Microsoft CEO Satya Nadella said the total number of employees will decrease, the cost per person will increase, and the GPU configuration for each researcher will be enhanced.

Oct 29Thu
  1. 404 Media65

    Proton CEO Andy Yan pushes AI rise: internal fear and the conflict of 'failure mindset'

    Proton CEO Andy Yan demands employees stop 'craftsmanship code', accelerate AI application, and threatens to include AI usage in employee evaluations, sparking internal fear. The company is implementing an AI speed-first strategy, even tracking the amount of AI code generated by employees, and plans to stop hiring traditional engineers. According to 404 Media, this move aims to boost revenue, but internal documents show the company's current revenue growth is not meeting expectations.

  2. The Decoder

    U.S. antitrust regulators are reviewing NVIDIA's acquisition of Hugging Face and its sales practices

    The U.S. Department of Justice is investigating NVIDIA's planned acquisition of the open-source platform Hugging Face, with officials questioning whether the acquisition would allow NVIDIA to control a critical hub for AI distribution and harm competitors, with a transaction value of $12.93 billion and expected to be completed in the first half of 2027.

    Same story · 3 outlets
  4. The Verge · AI78

    Anthropic's S-1 filing impacts its IPO, with Wall Street being asked to believe in AGI.

    Anthropic has filed an S-1 registration with the Nasdaq, aiming to list as soon as next month with a valuation range of 1.5 trillion to 2 trillion U.S. dollars. Analyst Joey Brookhart from SemiAnalysis dissected the filing on the Decoder podcast, noting the company's ARR has exceeded 70 billion U.S. dollars, with an approximate 85% reasoning gross margin, but revenue is highly concentrated in programming scenarios, with the top 1% of customers contributing most of the spending.

    Same story · 10 outlets
  5. ITHome · AI65

    Huawei's Pharmaceutical Corps President Fan Jie clearly stated 'Huawei does not make drugs' and hopes to become the technical foundation of the AI pharmaceutical industry

    Huawei's Pharmaceutical Corps President Fan Jie clearly stated 'Huawei does not make drugs' and hopes to become the technical foundation of the AI pharmaceutical industry. Huawei provides pharmaceutical companies with computing power, storage, networking, tool chains, and data governance capabilities, and some collaborative projects have started deploying computing clusters at the scale of hundreds of cards. Huawei has the advantages of computing power, cluster capabilities, and an ecosystem, and has collaborated with two medical companies to jointly build a hundred-card cluster.

  6. The Decoder

    China AI labs are turning to OpenAI GPT-6 Astra, and Anthropic is strengthening Claude's defenses.

    China AI labs DeepSeek and Moonshot AI primarily use the output of OpenAI GPT-6 Astra to train models like Kimi K3.1 Pro and V4.1-Flash 1017, while Anthropic reduces the amount of data attackers can access by 90-99% through new methods. OpenAI claims they have encountered distillation attacks by parties associated with Moonshot, but the attackers continuously adjust their strategies to bypass defenses. China AI labs are turning to OpenAI GPT-6 Astra, and Anthropic is strengthening Claude's defenses.

  7. ITHome · AI

    Alphabet's parent company opened with a drop of more than 13%, hitting its record single-day decline.

    Alphabet, Google's parent company, opened its stock price down more than 13%, hitting its largest single-day decline in history, as the quarterly earnings report for the third quarter of 2026 failed to meet expectations. Investors are concerned about the slowdown in search advertising growth and the rising costs of AI investment. Revenue for the quarter was $127.6 billion, lower than expected, with net profit falling by 25% year-on-year to $26.17 billion, free cash flow negative $9.07 billion, and capital expenditures reaching $51.4 billion.

  8. Exponential View

    Microsoft cuts 60,000 jobs, is AI the driving force behind it?

    Microsoft announced a voluntary departure program this week, involving about 60,000 employees in the U.S., UK, Canada, and India, accounting for 27% of its total workforce of 223,000. The company's revenue and employee numbers have grown synchronously over the past two decades, but since 2022, revenue growth has outpaced employee growth, with 25,000 job cuts between 2022 and 2023.

  9. ITHome · AI65

    Today is a good day to rest, launching the industry's first flexible rest plan 'Good State' program

    Today is a good day to rest, launching the industry's first flexible rest plan 'Good State' program, employees with a fatigue index below 60 points can apply for rest days independently and connect with Feishu MCP to achieve automatic leave (no more than 10 times per quarter), the plan is open to the entire industry and provides exclusive discounts and team support.