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Nov 6Fri
  1. ITHome · AI65

    US tech stocks suffer heavy selling: five billionaires lose $1529 billion in wealth in a single day

    After the US midterm election, the US stock market encountered a large-scale sell-off on November 5, with technology stocks and the AI hardware industry chain being the main declining sectors. Elon Musk's net worth decreased by 91.2 billion US dollars in a single day, and Elon Musk, Michael Dell and others combined shrinkage of 152.9 billion US dollars. The Philadelphia Semiconductor Index fell by about 12%, creating the second largest single-day decline in history.

  2. ITHome · AI65

    MediaTek recruits former Intel executive to deepen AI chip packaging strategy

    MediaTek has recruited Navid Shahriari, a former Intel executive with 37 years of experience, as Senior Vice President to oversee advanced packaging and testing. The core task is to deepen cooperation with TSMC to promote the CoWoS+EMIB dual-track packaging strategy, and to strengthen the product capabilities of AI chips. MediaTek's first AI ASIC product will start shipping in September 2026, with estimated revenue of $2.5 billion in the fourth quarter, aiming for $16 billion in revenue and a 20% market share in 2027.

  3. Ars Technica · AI

    Lawsuit: Man accused wife of murder, claims ChatGPT assisted in planning

    Cheryl Gates from North Carolina is accused of using ChatGPT to plan a murder for her husband James, involving oleander toxin and seeking to cover up the murder; OpenAI and Sam Altman are sued in California for allegedly failing to implement technical safeguards to terminate suspicious conversations; Cheryl Gates initially claimed her queries were for self-defense research.

  4. 404 Media

    Meta halts update to commercial terms after widespread opposition to AI training conditions

    Meta announces suspension of the commercial terms update scheduled to take effect on November 20, which requires business accounts to allow Meta to use their website content as AI training data, drawing strong opposition from journalists and users. The terms, previously postponed from October 30 to November 20, have been temporarily banned by a Norwegian court, and UK regulators have launched an investigation. Meta says it will consult stakeholders and provide further updates at a later date, with existing terms continuing to be effective temporarily.

    Same story · 2 outlets

    How the accounts differ:The Verge states the delay is due to global publisher opposition; 404 Media mentions artist and small business dissatisfaction and the ability for EU and UK users to object.

  5. TechCrunch · AI65

    Meta points out that anti-data center sentiment will intensify after the midterm elections, making AI expansion more difficult

    Meta executive Dina Powell McCormick said that a Democratic victory in the midterm elections will make it very difficult for companies to build data centers, and noted that the industry 'has not explained the benefits of these investments as well as we need to.' She pointed out that the backlash against data centers - which has been a major focus during this election season - is also related to people's overall feelings about AI technology. Meta believes that if it can show how data centers benefit local communities and the values of the technology itself, it can turn around negative consumer sentiment towards AI.

  6. The Verge · AI80

    AI industry in the US faces regulatory and data center construction resistance after the midterm elections

    After the Democratic Party won both the Senate and House in the US midterm elections, the AI industry is facing the prospect of tighter regulation and slower data center construction, with 43 out of 44 local data center bans passed in the vote. Elected officials have promised to summon CEOs of AI companies to testify, and experts believe that Trump and the Republican Party in Congress have basically ended their efforts to ban state-level AI restrictions.

    Why it matters: The midterm election results and the vote on local data center bans provide specific signals for observing the direction of US AI regulation.

  7. Sierra Blog65

    Anon joins Sierra, providing browser operation capabilities for enterprise AI agents

    Anon enables enterprise AI agents to use websites safely like humans by navigating web pages and performing operations such as logging in and filling out forms. Now joined with Sierra, it will help Sierra's agents complete multi-system interaction tasks without APIs, improving the completion rate of complex tasks. The Anon team focuses on reliability in browser operations and has completed hundreds of thousands of complex tasks for clients in the banking, healthcare, and software industries. Its technology will enhance Sierra's ability to process cross-system processes such as loan applications.

Nov 5Thu
  1. The Decoder

    Meta acquires AI coding startup Conductor to lock in developers

    Meta acquires AI coding startup Conductor, which allows developers to control multiple AI coding agents simultaneously, aiming to strengthen Meta's AI developer products. Conductor CEO Charlie Holtz confirmed the transaction in a blog post but did not disclose the price.

  2. 404 Media

    AI Fraud Boss Yuriy Nazarenko's Confession: How OnlyFake Uses AI to Generate Fake Documents

    Yuriy Nazarenko created the OnlyFake website, which allows users to batch generate realistic fake ID photos and scans using automated processes and generative AI, priced at just $15, with annual revenue exceeding $1 million, triggering a new global financial fraud crisis. He was sentenced to one year in prison for selling fake IDs and, upon release, first revealed to journalists that North Korean IT workers had used the platform, and the project's scale expansion far exceeded his initial understanding of the consequences.

  3. ITHome · AI65

    Anthropic has purchased news content licensing for Claude for the first time.

    Anthropic has reached its first content licensing agreement with The Associated Press, allowing Claude to display election result data in real-time and attribute the sources. Previously, Anthropic had refused to cooperate, believing that web crawling content fell under the principle of fair use, but competitor OpenAI has reached similar agreements with multiple media outlets. Some publishers had previously blocked Claude's web crawler.

  4. The Decoder65

    Apple company cut internal AI budget and plans to make deeper cuts

    Apple company reduced the daily token budget for some engineers from 300 US dollars to 200 US dollars last month, and plans to further reduce it to 100 US dollars per day, with some non-technical teams possibly reduced to 25 US dollars, employees can apply for exceptions to management. Apple employees can use services such as Anthropic's Claude, OpenAI's ChatGPT, and Google's Gemini. Some teams will switch to cheaper models or locally run AI devices.

  5. The Decoder65

    Anthropic signs its first paid news content licensing agreement with AP

    Anthropic reached its first authorization collaboration with AP ahead of the U.S. midterm elections, allowing Claude to display real-time election results with source attribution on election night. Previously, Anthropic had refused such collaborations on the grounds of fair use, while competitor OpenAI has reached over a dozen similar agreements with media outlets. Due to the inability to access real-time data, Claude is limited in handling time-sensitive queries, and media outlets like AP had previously deliberately blocked its crawlers.

  6. ITHome · AI

    Dropbox plans to acquire Tigris Data to expand enterprise developer AI storage services

    Dropbox plans to acquire the distributed object storage platform Tigris Data to accelerate the expansion of enterprise developer AI infrastructure services. Dropbox introduces the DBX Agent Cloud service, initially offering object storage functionality, and brings AI directly into customers' existing workflows, supporting the use of Dropbox content in third-party AI tools, allowing autonomous selection of AI models, while retaining file permissions, history, and collaboration context.

  7. ITHome · AI72

    Agility Robotics listed on the Nasdaq this week, backed by Foxconn and NVIDIA

    American humanoid robotics company Agility Robotics will list on Nasdaq this Thursday local time, with the stock code AGLT, having previously completed a merger with Churchill Capital Corp. XI

    Why it matters: Agility Robotics becomes the first humanoid robot company to list in the US, its funding scale, order backlog, and deployment plans can serve as a reference for observing the commercialization of this industry.

  8. The Decoder65

    OpenAI poaches Anthropic's product head Catherine Wu, taking over product management for Claude Code

    OpenAI poaches Catherine Wu, a former joint developer of Claude Code who left Anthropic, to take on the role of Head of Product Management for its core product, highlighting the intense competition between OpenAI and Anthropic in models, pricing, product strategy, and talent acquisition. Wu, who led the development of Claude Code, expressed her hope to build an intelligent agent that can reduce user burdens while maintaining user control, and mentioned the journey of Claude Code from an internal tool to a product capable of autonomously handling large-scale migrations and developing new products.

  9. Ars Technica · AI65

    Agility Robotics' debut on Nasdaq prompts scrutiny of the humanoid robot market

    Agility Robotics has become the first professional humanoid robot developer to list on the Nasdaq in the United States. In its prospectus, it frankly acknowledges that the large-scale application of humanoid robots has not yet been realized, and commercialization is still not widespread. The company plans to build a business model by leasing or selling robots to perform physical labor. Its co-founder and chief robot officer, Jonathan Hurst, stated that when operating on a service model, customers have lower risk because they can quickly recoup their investment, and the fees are comparable to labor costs.

  10. TechCrunch · AI65

    Agility became the first humanoid robot company to go public, with its stock performance drawing attention

    Agility went public through a reverse merger, planning to raise $465 million, with its Digit robots already deployed at nine customers for heavy lifting. The company plans to showcase the next-generation Digit 5 at CES 2027, a robot that can safely collaborate with humans, but faces challenges in quickly acquiring new customers and enhancing robot capabilities.

  11. ITHome · AI

    OpenAI releases 'National Community Contract' and 'Computational Power Park Policy Blueprint', committing to bear data center costs and disclosing plans

    OpenAI releases 'National Community Contract' and 'Computational Power Park Policy Blueprint', committing that future computational power parks will sign local community contracts, involving residents in early planning and disclosing progress reports. OpenAI will fully bear the power costs and grid expansion costs for data centers, and disclose the environmental impact assessment report. According to OpenAI's Chief Global Affairs Officer Chris Lehane, the Ohio project is expected to create 2,500 long-term jobs with an average annual salary of $80,000.

  12. 36Kr · AI65

    How do overseas enterprises use AI and data-driven decision-making to secure 'digital assets'? | Review of the Super Kratos Hall event

    Overseas enterprises are shifting from scale-based overseas expansion to asset-based overseas expansion, integrating production capacity layout, market decisions, and brand identity into unified resource management. Petition Share has established factories in Uzbekistan, Vietnam, Cambodia, etc. The Vietnamese factory achieves 80% of China's efficiency, and the Cambodian factory accounts for 85% of exports.

  13. ITHome · AI74

    Google's requirement for schools to enable Gemini to use search has drawn criticism from US political figures.

    Google announces that schools using its K-12 educational software must enable AI tools like Gemini, otherwise students will not be able to use Google Search and will see a message indicating that school-provided features are unavailable. Vermont Senator Bernie Sanders accuses Google of extortion, while Connecticut Senator Richard Blumenthal, former FTC Chair Lena Khan, and New York City Mayor Eric Adams also criticize the move for potential monopoly and anti-competitive practices.

  14. ITHome · AI

    OpenAI acquires Pierre, expanding Codex code writing, understanding, and review tools

    OpenAI acquires the enterprise Pierre, obtaining the Code Storage storage system and the Trees, Diffs, Highlights tool libraries, to enhance Codex's code review and browsing capabilities. Pierre's Trees and Diffs tools support quick location and change review, and the functionality will be integrated into Codex and remain open source.

    Same story · 3 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.

  15. ITHome · AI

    Meta acquires AI programming startup Conductor

    Meta acquires AI programming startup Conductor, which develops tools that allow users to advance multiple software projects by deploying AI agents in multiple parallel workspaces. Conductor's cloud service will be shut down on November 20.

  16. ITHome · AI65

    The Wall Street Journal estimated that the storage upgrade premium for the Apple iPhone 18 Pro is about 200%.

    The Wall Street Journal reported that the storage upgrade premium for the Apple iPhone 18 Pro is about 200%. Upgrading from 256GB to 512GB, Apple pays about $66 in costs, adds $200 to the price, with a premium of about 203.03%. Upgrading to 1TB, the premium is about 212.5%. Since the launch of the iPhone and iPad, Apple has averaged over 80 cents in gross profit for every $1 in storage fees collected.

  17. ITHome · AI65

    AMD is expected to achieve its first single-quarter revenue record surpassing Intel

    AMD expects its revenue in the fourth fiscal quarter of the 2026 fiscal year to be approximately $17 billion, a year-on-year increase of 66% and a quarter-on-quarter increase of 27%, potentially surpassing Intel's estimate of $150-160 billion for the first time; the data center business accounts for 64%, with EPYC server processors and Instinct AI accelerators showing a near doubling in demand year-on-year.

  18. ITHome · AI

    Former Anthropic Claude Code product lead Cat Wu joined OpenAI as a core product management lead

    Cat Wu joined OpenAI as the Head of Core Product Management, involved in core product and agent-related work; she previously led the product planning and commercial development of Claude Code, driving the product's annual revenue to $2.5 billion and doubling its weekly active users.