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Nov 14Sat
  1. ITHome · AI65

    NVIDIA CEO Huang Renxun Resigns, Wall Street 'Not Too Worried' About AI Investment Boom

    Huang Renxun's departure as CEO of NVIDIA has little impact on the AI investment boom, and Wall Street is not concerned. NVIDIA's stock price fell sharply by 14% before closing down 4.3%, while Broadcom and AMD's stock prices rose significantly. Analysts believe that Broadcom, Intel, and startups are capable of filling the market gap that NVIDIA might leave, indicating that the AI industry development no longer relies on a single company.

Nov 13Fri
  1. ITHome · AI65

    BBC exposes UK's 'property photo fraud' phenomenon: agents and sellers begin using AI to fake or beautify houses

    UK real estate agents and sellers are starting to heavily edit or generate fake listing photos using AI, misleading buyers. A woman viewing a property in London found the photos differed greatly from the actual house, with smaller rooms and different decor. Real estate agencies have introduced new rules requiring all AI-enhanced photos to be clearly labeled.

  2. 36Kr · AI65

    AI application scenarios are beginning to stratify, and the upstream and downstream industries of the semiconductor supply chain are seeking new breakthroughs

    The demand growth driven by AI exhibits structural characteristics, and the requirements for semiconductors are changing in different scenarios. The demand differentiation in scenarios such as data centers, intelligent vehicles, model training, and robotic task execution is pushing semiconductor companies to rethink their product positioning.

Nov 12Thu
  1. ITHome · AI65

    Counterpoint's India survey: Amidst the surge in mobile phone prices, consumers are least willing to compromise on processors, imaging, and battery life.

    86% of Indian smartphone users list chipset as a core consideration factor when purchasing, with higher attention for those planning to buy high-end models. Processor performance (35%) and imaging quality (29%) are most trusted, with 60% of consumers stating they would not compromise on processors, imaging, or battery life. MediaTek's brand preference increased from 17% in Q3 2025 to 24%, with a net promoter score of +47, holding a 45% market share in India.

  2. QbitAI65

    China's AI accelerating towards the global stage: Industrial layout and opportunities with Shanghai manufacturing and Hong Kong connections

    China's AI industry is undergoing a transition from technological breakthroughs to market applications, with capital shifting from 'paying for parameters' to 'pricing for returns'. Shanghai, leveraging its local enterprise capitalization, industrial clustering, and WAIC platform, has become a 'made-in' ground for AI technology implementation; Hong Kong, on the other hand, serves as a 'super connector' and 'super value-adder', providing a springboard for mainland China's AI enterprises to go global in terms of capital, regulations, and market connections. WAIC HONG KONG 2027 will be held in Hong Kong, focusing on industrial empowerment and a globalized ecosystem, showcasing China's AI practices to the world and connecting with global resources.

  3. Tomasz Tunguz58

    Analysis of the most profitable tier in the AI value chain

    The AI value chain from power plants to intelligent agents is divided into five layers, with significant differences in profit margins: the application layer (40%) is the highest, followed by the reasoning layer (24%) and new energy cloud (28%), while the data center (5%) and power plant (3%) are the lowest.

  4. Ars Technica · AI

    House publicly acknowledges using LLM to fix bugs in 'Big Walk', sparking reflection in the independent game industry on AI usage

    House House admits to using a small amount of LLM repair technology in the later stages of developing 'Big Walk', sparking controversy in the indie game industry over AI usage. IGF award judges once signed a statement opposing any game using generative AI, although developers claimed AI accounted for only 0.1% of the code and was used to solve Unity engine issues. Developers did not disclose this in advance due to Valve not requiring disclosure, and now apologize due to public attention and support limiting AI's harm to the gaming industry.

Nov 11Wed
  1. ITHome · AI65

    The 2026 World Computing Conference will for the first time establish a Space Computing Forum, where brain-computer interfaces for embodied intelligent robots will be showcased.

    The 2026 World Computing Conference will be held from November 19 to 21 in Changsha, with the first Space Computing and Ocean Computing Acoustics Forum. Thematic forums will cover areas such as computing chips, compute-electrical synergy, AI servers, and embodied intelligence computing. The exhibition will showcase innovative products like embodied intelligence robots and brain-computer interfaces.

Nov 10Tue
  1. ITHome · AI65

    Qualcomm survey: AI-powered agents will become the key selling point of wearable devices, with 70% of users expecting to manage devices and tasks collaboratively.

    Qualcomm surveyed over 12,000 wearable device users in 6 global markets, finding that AI smart agents are becoming a key selling point. Nearly 60% of users use AI weekly, and 70% of smart glasses users frequently use AI. About 70% of respondents expect AI to manage devices and tasks through natural voice interaction, 65%-70% show strong interest in personalized AI-driven wearable ecosystems, and nearly 60% of consumers demand privacy or authorized sharing of wearable data, with on-device AI seen as capable of building user trust.

  2. MIT Technology Review · AI65

    The wave of data center backlash: Electricity consumption becomes a key issue

    OpenAI executives view data center backlash as a symbol of cultural war, but the author, after researching a major data center hub in Virginia, believes the core public opposition is to electricity consumption. Most data centers in the region rely on the grid, with some using natural gas for power generation. The average power consumption of a single center reaches 54 megawatts, exceeding that of Denver International Airport.

  3. TechCrunch · AI65

    Anthropic buys $34 billion gas turbine to join AI energy frenzy

    Anthropic spent $3.4 billion to buy Caterpillar generators, originally for OnePWR orders; the company typically avoids purchasing physical infrastructure but is planning an IPO this year. As a result of the surge in computing demand, Anthropic purchased turbines capable of generating up to 1.7 gigawatts of power, having previously paid $1.25 billion monthly to SpaceX subsidiary xAI for its computing capacity until May 2029.

Nov 9Mon
  1. ITHome · AI58

    Research shows that OpenAI ChatGPT accounts for over 81% of global AI chatbot traffic, leading with a significant gap

    OpenAI ChatGPT accounts for over 81% of the total traffic of major AI chatbot tools globally, with no competitor reaching a 10% market share. Graphite's research shows that ChatGPT's monthly visits have grown by nearly 20% and reached 61.35 billion times in September of this year, setting a new historical high, with the current weekly active user number reaching 1.2 billion.

Nov 8Sun
  1. ITHome · AI65

    Analysts: Sony, Microsoft, and Nintendo need to slow down the pursuit of high performance to avoid next-generation console prices exceeding 1000 dollars

    Multiple industry analysts suggest that Sony, Microsoft, and Nintendo should slow down their pursuit of high performance to avoid next-generation console prices from going above 1000 dollars. Piers Harding-Rolls of Ampere Analysis believes that companies need to adjust their product performance targets to control costs, while Rhys Elliott of Alinea Analytics predicts that the PS5 will continue to be sold. James McWhirter of Omdia predicts that the future console market will have a more distinct tiering.

Nov 7Sat
  1. ITHome · AI65

    Rajesh Nambiar, president of the National Association of Software and Services Companies in India, warned: AI may make it harder for fresh graduates to enter the tech industry.

    Rajesh Nambiar, president of the National Association of Software and Services Companies in India, warned that AI taking over basic programming and software testing jobs will make it harder for fresh graduates to enter the tech industry. He predicted that companies need to develop new businesses such as cybersecurity and AI consulting to compensate for the decline in traditional businesses, and pointed out that the shift in software companies' pricing models to result-based billing will change the job entry threshold, requiring universities to adjust their curricula to match corporate needs.

  2. QbitAI78

    AGENTS.md exposed as a new attack entry point, capable of hijacking Codex and Claude Code

    Security agency Forever Security disclosed an attack technique: web pages silently download malicious AGENTS.md to ~/Downloads, and when users start Codex or Claude Code in that directory, the Agent executes it as project specifications.

    Why it matters: The article reproduces the attack chain of poisoning AGENTS.md through the download directory to hijack Codex and Claude Code, and provides executable troubleshooting steps.

  3. Ars Technica · AI65

    AI reverse engineering or forcing the acceleration of the PC version of 'Grand Theft Auto VI'?

    Reverse engineering tools for AI might bring the PC version of 'Grand Theft Auto VI' ahead of schedule; experts believe the cost of converting the PS5 version to PC using AI could be 'tens of thousands of dollars,' but the results may not match Rockstar's native version, yet still sufficient to meet the needs of some players. Rockstar has not yet announced the official release date for the PC version of 'Grand Theft Auto VI,' but it is reported that its target is the first quarter of 2027.

Nov 5Thu
  1. 404 Media

    Yuriy Nazarenko: The 'godfather' of the AI fraud field.

    Yuriy Nazarenko started by making fake documents by hand, later used website automation processes and integrated generative AI technology to create the OnlyFake platform, which massively generated realistic fake document photos, causing a crisis in the financial sector's KYC verification system, and was eventually sentenced to one year in prison. OnlyFake became a global AI fraud tool, its influence gave rise to replicas and led to targeted strikes by the FBI, marking a new era where AI technology is massively used by criminals.

  2. 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.

  3. 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.

  4. 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.

Nov 4Wed
  1. 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.

  2. 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.

  3. 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.

  4. TechCrunch · AI65

    xAI and OpenAI have already used modified jet engines to power AI data centers

    xAI has installed 8 modified jet engine turbines for its Memphis data center in Mississippi, and OpenAI will also use natural gas turbines at its first Stargate site in Abilene, Texas, in 2025. Due to the long grid connection and new turbine approval processes, some AI data centers have chosen to use jet engines modified from retired aircraft for power generation, but this is a short-term solution because their efficiency is lower than that of turbines designed for traditional gas power plants and they cause more pollution.