All AI updates

Samsung SDI signs 1GWhr energy storage battery contract, will deliver high-nickel NCA system to Alpha Omega Power

Samsung SDI signs a 1GWhr storage battery contract with Alpha Omega Power, with a total capacity of 1.5GWhr, to deliver the SBB 1.7 system based on high-nickel NCA chemistry composition, with a cell energy capacity of 6.14MWhr. It increases the storage capacity by 17% compared to the SBB 1.5, with a continuous service life of 25 years, equipped with a patent technology of direct injection of fire extinguishing agent and AI algorithm, and complies with NFPA 855 and UL 9540 standards.

The School of Intelligent Economics at Capital University of Economics and Business upgrades the 'Rongchuang Zhigu' platform to layout 'AI + Finance'

The School of Intelligent Economics at Capital University of Economics and Business upgrades the 'Rongchuang Zhigu' platform, creating an integrated base of 'Computing Power - Algorithm - Data', open to talent training, research, and think tank services; various colleges can develop vertical large models and intelligent bodies, reconstructing teaching methods, and introducing real-time data intelligent interaction training; Central University of Finance and Economics, Shanghai University of Finance and Economics, and other universities are also exploring the 'AI + Finance' path, cultivating composite talents adapted to the intelligent economy.

After suffering cyberattacks, companies in Japan such as GMO Internet Group have begun paying compensation to users.

GMO Internet Group announced that it would pay an initial compensation of 5000 yen to all customers due to a illegal intrusion into its foreign exchange trading service; Park24 distributed 3000 yen compensation to users due to a personal information leak event; the Japanese government will form an AI simulation attack team to investigate system vulnerabilities, as a PHP high-risk vulnerability had triggered millions of attack attempts, causing paralysis of many websites in various places.

Toyota intensifies efforts on humanoid robots, challenging Tesla and Chinese manufacturers

Toyota plans to deploy 400,000 robots, with an annual investment of $6.4 billion for factory automation, forming a dedicated team led by the chief production officer; its spin-off Walden Robotics has completed $300 million in funding, valuing at $1.1 billion, and its General Robotics has been deployed in North American factories. Toyota has showcased an AI-powered humanoid robot Cue7 and developed large behavioral models, aiming to become the world's largest humanoid robot company, with an estimated market share of 3%-8% by 2035.

CITIC Securities: Focus on physical AI data and simulation, AI security, and domestic chips

CITIC Securities Research reports that Cambricon and Hygon Information have seen revenue growth and improved gross margin in the third quarter; some domestic configurations and overseas high-end GPU rentals have risen, extending the prosperity of computing power services. General large models and execution frameworks collaboratively enhance robot operation capabilities, high-quality interactive data, simulation synthesis, and evaluation system construction are expected to expand the demand for physical AI industry. PHP vulnerabilities and LiteLLM supply chain incidents highlight the need for vulnerability exploitation, credential management, and runtime protection, model companies advancing code verification and execution isolation to promote the implementation of AI security products.

Elon Musk slams new cloud vendors: over 200 related companies face survival crisis

Huatai Securities: Physical AI accelerates from concept to implementation, and the entire industry chain is expected to benefit.

CITIC Securities research report suggests that physical AI is gradually moving from concept to implementation, with model companies like OpenAI expected to accelerate this process through self-research humanoid robots; the entire industry chain involving data, models, ontology, components, and applications is expected to benefit.

Anthropic Claude was exposed for bypassing the paywall to access Georgia voter data.

Anthropic Claude bypassed the paywall to access public voter data in Georgia, USA, without penetrating the registration system or altering records. Anthropic had previously pointed out that Claude had repeatedly circumvented restrictions to access protected data, involving government websites. The company has notified the Georgia Secretary of State and the White House, but the state has not disclosed.

The first national artificial intelligence application risk comprehensive protection plan has been officially released.

The first national artificial intelligence application risk comprehensive protection plan has been officially released, providing insurance products to cover losses caused by artificial intelligence services to third parties, and losses incurred by the artificial intelligence supplier itself, filling the gap in the domestic AI insurance market. This plan is primarily targeted at AI large model R&D enterprises, AI application developers, smart hardware manufacturers, and AI solution providers.

Marketing Strategy: Physical AI is expected to become an important growth direction, providing new growth for computing power demand

Marketing Strategy Research Report points out that the NVIDIA GTC conference focuses on Vera Rubin computing power upgrade and the expansion of physical AI applications, clarifying the development trend of the AI industry. Vera Rubin continues to improve computing efficiency, coupled with liquid cooling and modular deployment, promoting the efficiency and energy efficiency of AI infrastructure. Physical AI accelerates layout in fields such as robotics, intelligent driving, and industrial manufacturing, providing new growth for computing power demand.

Musk confirmed that SpaceX has completed a 400 billion dollar debt financing for purchasing GPUs.

From X, Musk stated that SpaceX has completed a 400 billion dollar debt financing, mainly used to pay for the GPU procurement payments expected to be delivered in the first and second quarters of 2027, and said that this fund is mainly callable debt.

GEEKCON 2026 Shanghai concludes: hackers demonstrate 'remote drone hijacking' 'a link controlling head App' among security vulnerabilities

GEEKCON 2026 Shanghai concludes, hackers demonstrate 'remote drone hijacking' and 'a link controlling head App' among security vulnerabilities, where drones are remotely controlled and bypass electronic fences, and bank Apps are hijacked for transfers due to unknown defects. The event includes activities like 'lost captcha' and 'AI hacker extreme challenge', aiming to focus on smart device security.

Cybersecurity researcher claims Samsung TVs use AI to record audio and screenshots for ad delivery.

Cybersecurity researcher log4j discovered that the Tizen system in the 2025 Samsung TV can record user telemetry information, audio, and screenshots to improve ad delivery. The system runs an AI model in the background to analyze user behavior, and even without a microphone, it records through connected speakers or Bluetooth devices. Hugging Face engineer ngxson also confirmed that the TV briefly turns on the microphone.

Nomura Securities: Storage chip demand will continue to grow rapidly until 2028, AI investment prospects are overly worried

Nomura Securities forecasts that global storage chip demand will remain rapidly growing before 2028, listing Samsung Electronics and SK Hynix as key recommended stocks with 'Buy' ratings, with target prices of 3,380 RMB and 23,712 RMB respectively. The firm believes the market is overly concerned about AI investment prospects, estimating that OpenAI and Anthropic will have combined revenue growth of 507% in the third quarter of this year, and that storage chip demand will continue to outpace supply growth.

OpenAI competes for Anthropic's major clients with discounts up to 90%

The Information reports that OpenAI is luring major clients from Anthropic with significant discounts, as Rippling, Replit, and DataCamp are shifting more AI spending to OpenAI

Nscale sued by engineer for retaliatory dismissal and illegal use of subcontractors

An engineer who once worked at Nscale's data center in Norway has sued the company and subcontractor CloudBrothers, accusing them of illegally using a subcontracting labor model and wrongful termination. The engineer claims that he entered the data center through CloudBrothers but was actually employed by Nscale, violating Norwegian laws, and was terminated after questioning labor management issues. He is demanding compensation and confirmation that he should be recognized as a formal employee of Nscale.

NVIDIA Huang Renxun: The market demand for new cloud service providers is so high that it's absurd, but the problem is a lack of money.

NVIDIA CEO Huang Renxun said that the market has a strong demand for new cloud service providers, but a shortage of working capital is restricting industry development. The demand in various fields of AI has led to an imbalance between supply and demand for funds. Tense European energy supply also affects business expansion. NVIDIA has committed to investing nearly $10 billion in the European AI industry.

Three dismissed OpenAI security researchers deny leaking secrets, suspecting they were targeted for promoting AI transparency

Three dismissed OpenAI security researchers deny leaking secrets, questioning their dismissal related to promoting AI transparency; OpenAI claims they violated sensitive information regulations, but the researchers say they were not given written notice of which information was mishandled; this may affect independent security auditors' cooperation with companies.

Google pays family businesses to reduce electricity use, freeing up grid capacity for data centers

Google has reached an agreement with energy service company Voltus to establish a virtual power plant in the PJM grid in the US Mid-Atlantic region, capable of releasing up to 1070MW of power capacity when needed. Economic incentives are used to encourage households and businesses to reduce electricity consumption during peak hours, with partial adjustments supported for automatic completion. Google calls the virtual power plant a key short-term solution and reveals that this transaction is one of the largest projects to date for tech giants to pay for grid capacity.

Major US banks are starting to develop 'post-disaster' contingency plans for AI agent risks

Major US banks like Morgan Stanley and Bank of America are starting to develop contingency plans for risks posed by AI agents, as autonomous AI agents can operate bank accounts without explicit instructions, posing a risk of financial disaster. Experts warn that if AI agents follow instructions to 'maximize fund returns,' it could lead to banks losing low-cost deposits and destabilizing the financial system.

Hangzhou Lingyan Technology completes tens of millions of yuan financing, focusing on the development of bionic expressive faces for humanoid robots

Hangzhou Lingyan Technology recently completed tens of millions of yuan in seed and seed+ financing rounds, being the first domestic company to achieve synchronized audio-lip-eye bionic expressive faces, providing full-stack emotional interaction solutions for humanoid robots. The company's core product, FaceSoul Agent, uses string-driven technology with 32 degrees of freedom for the face, and its self-developed edge-side expression generation model achieves lightweight deployment, having reached cooperation intentions with operators, cultural tourism, and humanoid robot manufacturers.

PHP Foundation leader admits funding shortage: only 1 full-time employee