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  1. 36Kr · AI65

    Deutsche Bank predicts SpaceX's AI computing power will reach 2.7GW by the end of the year, with strong prospects for cloud computing power rental business

    Deutsche Bank predicts SpaceX's AI computing power will reach 2.7GW by the end of the year, meeting its 2.5 to 3.0 GW target. The expansion of computing power will support cloud computing power rental contracts and AI inference applications like Grok, and Deutsche Bank expects SpaceX may sign more large-scale cloud computing contracts in the future.

  2. 404 Media

    ao3.life shut down after receiving 2000 author deletion notices

    ao3.life shut down within a day of launch after receiving 2000 author deletion notices from authors whose works the site had unauthorizedly scraped from the Archive of Our Own (AO3) and charged for. The founder of the site, Ganesh, stated on the apology page that he used an AI agent to control 40 virtual machines to scrape web content and planned to offer a paid AI-generated audiobook service.

  3. ITHome · AI65

    VRChat refuses to label AI-generated content, sparking user outrage

    VRChat users unhappy with the decision not to add labels to AI-generated content. Survey shows about 95% of participants want increased labeling, but the official stated that this move might be more harmful than beneficial, and finally decided not to implement it. This has led to a decrease in Steam platform user reviews to 'mostly negative' in the past 30 days, with an approval rate of only 30%.

  4. ITHome · AI65

    LG New Energy expands North American battery production capacity to secure large orders for AI data center energy storage

    LG New Energy plans to increase its North American soft-pack energy storage system production capacity to 50 GWh by the end of this year and further to over 70 GWh next year to capture the demand from AI data centers. The company's energy storage system order backlog reached 160 GWh in the third quarter and has partnered with NVIDIA on the DSX Ready program. LG New Energy will also achieve mass production of its 2170 cylindrical lithium iron phosphate batteries in the first half of 2027 and plans to deliver sodium-ion battery test products to North American customers in 2027.

  5. 36Kr · AI65

    Seedance's overseas revenue has reached 50%

    ByteDance's video generation model Seedance has achieved a 50% overseas revenue share, growing nearly fivefold in the past six months. Domestic market clients mainly include internet companies like Tencent and Bilibili, with over a quarter of clients coming from the real industry.

  6. ITHome · AI

    The New York Times sues Brave browser, accusing it of scraping copyrighted content and reselling it to AI companies without authorization

    The New York Times sued Brave browser for scraping copyrighted content and reselling it to AI companies such as Anthropic and Perplexity, accusing it of building a web index library containing 30 billion pages and being unable to block crawlers, while also suing it for bypassing paywalls to block ads. The two cases have been submitted to the Manhattan Federal Court, demanding injunctions and damages.

  7. 36Kr · AI10

    The Hang Seng Index rose by 0.57%, and the Hang Seng Technology Index rose by 0.74%

    The Hang Seng Index rose by 0.57%, and the Hang Seng Technology Index rose by 0.74%. Consumer and auto stocks led the gain, with Dongfang Zhenxuan rising over 7%, Li Auto rising over 2%, and Pop Mart, XPeng Group rising over 2%. Optical modules, semiconductors, and GEO concepts saw the biggest declines, with Zoom Optoelectronics falling by nearly 11%, Zhipu and MINIMAX-W falling over 7%, and Lenovo Group, Longsys falling over 6%. Southbound funds net bought HK$23.42 billion.

  8. ITHome · AI65

    Apple plans to expand App Store revenue sources by leveraging third-party AI apps

    Apple's services business is under pressure, with App Store commissions declining due to regulation and a sluggish mobile game market. The company is considering introducing third-party AI apps to boost revenue. CFO Pareek said AI could be a reason for users to upgrade their devices and hinted that it might distribute third-party AI agents through the App Store to take a cut, but specific plans are still unclear.

  9. ITHome · AI65

    Goldman Sachs restricts traders' use of AI tools like Claude Code, causing dissatisfaction.

    Goldman Sachs bans most employees except engineers from using Anthropic Claude Code and GitHub, causing dissatisfaction among traders who had used these tools to speed up their work. Goldman Sachs says the move is based on efficiency and risk assessment, but traders express frustration, as Goldman Sachs had previously praised non-technical employees for using AI tools.

  10. ITHome · AI55

    Douyin Group app ranking change: Hongguo Free Drama surpasses Douchao to become the second largest app

    Douyin Group app ranking changes: Hongguo Free Drama surpasses Doubao to become the second-largest app. By September 2026, Hongguo Free Drama's unique user base reached 430 million, surpassing Doubao's 419 million, ranking as the second-largest app in the Douyin Group. Concurrently, the total user base of the Douyin Group was 1.259 billion, a year-on-year increase of 5.2%.

  11. 36Kr · AI65

    Huang Renxun reportedly expressed a supportive stance before the massive merger transaction between Marvell and Lumentum was announced.

    Nvidia CEO Huang Renxun expressed support before Marvell and Lumentum reached a $103 billion merger agreement, with the CEOs of both companies having sought advice from Huang Renxun. This highlights Nvidia's strategy as an AI chip supplier to encourage major suppliers to integrate to meet the demand for optical connections in data centers. Nvidia has previously invested $2 billion in Marvell and $2 billion in Lumentum.

  12. ITHome · AI65

    Zong Mou Mou uses AI to crack AI platform interface sentenced to 3 years suspended 3 years

    Zong XX taught himself to call the API interface of the AI platform and stole the computing power of large models at low prices by building a 'transfer website', bypassing multiple rounds of platform upgrade protections, and illegally called the platform interface more than 290,000 times, earning a profit of more than $34,000. Recently, he was sentenced to three years in prison, suspended for three years, and fined 40,000 yuan.

  13. ITHome · AI

    National Development and Reform Commission: Strengthen monitoring and early warning of AI job replacement risks, and ensure basic and inclusive social security.

    National Development and Reform Commission emphasizes the need to strengthen monitoring and early warning of AI job replacement risks, and to enhance the link between the social security system and employment structure reform, ensuring basic and inclusive social security. At the same time, it will use technical means to combat algorithmic discrimination, deepfakes, and other illegal acts, protect the rights and interests of special groups such as the elderly and minors, and regulate the human-machine boundary to address the impact of AI on mental health.

  14. ITHome · AI65

    Former US Army Secretary Daniel Driscoll has joined OpenAI as a senior advisor

    OpenAI has hired former US Army Secretary Daniel Driscoll as a senior advisor for national security and modernization, to help promote the application of AI in national security and cybersecurity. Driscoll left his position as Army Secretary in August of this year and will work with the company and government, academia, and industry to promote AI technology development that aligns with democratic principles.

  15. ITHome · AI

    Apple's R&D expenses for the 2026 fiscal year increased by 32% year-on-year, setting a new record high, and increasing investment in AI.

    Apple's R&D expenses for the 2026 fiscal year reached a record high of $457.65 billion, an increase of 32.46% year-on-year; R&D expenses for the fourth fiscal quarter were $117.30 billion, a year-on-year increase of 32.3%. CFO Parekh said the increase in operating expenses was mainly due to continued investment in R&D. CEO Nadella views AI as a huge opportunity, emphasizing the cross-platform integration of Siri AI and user data security.

  16. ITHome · AI55

    Apple Seeks 'New Business Opportunities' Through Third-Party Apps

    Apple's service business faces growth pressure, plans to expand new revenue sources through third-party apps, CFO Parekh mentioned in the financial conference that AI attracts consumers to upgrade devices and switch to Apple products, and hinted that it may charge commissions by distributing third-party AI agents through the App Store, but did not specify.

  17. ITHome · AI65

    Meta responds to the collaboration with Chinese company Fourier on the development of humanoid robots: the US supply chain is not supportive, and the prototype currently has no sales plans.

    Meta and Fourier are collaborating on the development of an humanoid robot prototype, which currently has no sales plans due to the difficulty in obtaining the required components from the US supply chain. The prototype was developed over three months, is about 1.5 meters tall, and is equipped with an NVIDIA Thor chip, considered the physical embodiment of the Muse AI model. The two companies have started developing the Max 2 prototype, but the release date has not been determined.

  18. ITHome · AI

    Multiple European supermarkets hit by cyberattacks, freezing equipment paralyzed leading to large amounts of food being wasted

    Cyberattacks caused temperatures in refrigerators and freezers of dozens of supermarkets in several European countries to rise abnormally, including Ahold Delhaize Group, Colruyt Group, ICA, Coop, and some IKEA stores, with some food being discarded. The attack occurred at 2 a.m. local time and was discovered several hours later. The refrigeration equipment involved uses Danfoss climate control technology. Currently, no one has claimed responsibility. The Belgian Cybersecurity Center is concerned that AI was used in the attack, and the European Commission points out that the disruption to the food supply chain caused by cyber threats is becoming increasingly serious.

  19. 36Kr · AI35

    The A-share market saw a volume increase on the first trading day of November.

    On November 2, the A-share market rebounded with increased volume, with major indices rising across the board. The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index all rose by more than 1%, while the STAR Market Index rose by more than 2%. The trading volume reached 1.80 trillion yuan, with main market funds net inflowing more than 5 billion yuan. In October, stock-type ETFs saw cumulative net inflows of over 390 billion yuan.