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Nov 2Mon
  1. ITHome · AI65

    Alphabet issued its second Eurobond this year to test market confidence in its AI investment

    Alphabet launched its second Eurobond issuance this year to test investor demand. Last week's earnings report missed expectations, causing a sharp drop in stock prices and widening the yield spread of tech sector bonds. The market is concerned about the scale of AI investment impacting core business. This issuance of Eurobonds in seven tranches has maturities of 2 to 19 years, with the 2-year bond initially priced about 60 basis points above the medium-term swap rate, and the longest 19-year bond having an issuance spread of 205 to 210 basis points above the medium-term swap rate.

  2. ITHome · AI65

    Anthropic is rushing towards an IPO under the codename 'Ants', and entomologists have something to say

    Same story · 11 outlets
  4. ITHome · AI65

    Turkey has launched an investigation into Google's search AI features and implemented temporary regulatory measures.

    Turkey's Competition Authority is investigating whether the 'AI Overview' and 'AI Mode' features in Google Search violate the 'Competition Protection Law', focusing on their impact on content creators' traffic and contract terms; due to high suspicion of exclusive and exploitative practices, the Authority has implemented temporary regulatory measures for Google, regulating its use of news publisher content in AI-driven searches.

  5. ITHome · AI65

    TrendForce predicts: Strong AI CPU demand, high-capacity MLCC shortages will continue until H1 2027.

    TrendForce predicts strong AI CPU demand will drive a surge in high-capacity MLCCs, with shortages expected to last until the first half of 2027. NVIDIA and AMD's new AI platforms are pushing the supply gap for these MLCCs, while declining demand for smartphones and laptops is causing prices for consumer-grade mid-low capacity MLCCs to fall. Analysts believe suppliers still dominate the pricing of high-end MLCCs, and Japanese manufacturers may raise prices in contract negotiations by Q1 2027.

  6. QbitAI38

    Tsinghua-affiliated AI pharmaceutical company Shui Mu Molecules selected for CCTV's 'Top 10 AI Startups in China'

    Shui Mu Molecules, as the only AI pharmaceutical company in CCTV's 'Top 10 AI Startups in China', combines expert experience with large model capabilities through its conversational AI native platform ChatDD, driving innovative drug research and development. Its BioMedGPT-10B is the world's first open-source 10-billion parameter multimodal biomedical large model, which has released 45 OpenBioMed skill packages covering five major professional fields. The company drives innovative drug pipelines in autoimmune diseases and tumors through a dual-wheel drive model of platform and pipelines, achieving preclinical candidate drugs in seven months, which is 58%-80% faster than traditional methods.

  7. ITHome · AI58

    Abu Dhabi signed four agreements with OpenAI for cooperation in government, energy, and investment sectors.

    After Crown Prince of Abu Dhabi Khaled met with OpenAI CEO Ilya Sutskever, relevant institutions signed four agreements with OpenAI. The energy sector agreement makes ADNOC the first company to deploy OpenAI GPT technology, integrating AI to enhance operational efficiency; the government sector launches the world's first AI-native 'Machine-Readable Government' (MRG) initiative, converting policies and regulations into machine-readable formats; the investment sector sees Mubadala apply AI to investment analysis.

    Same story · 2 outlets
  8. 36Kr · AI65

    Abu Dhabi signed four agreements with OpenAI, cooperation covering government, energy, and investment sectors

    Abu Dhabi National Oil Company deploys advanced AI technology from OpenAI, becoming the first company in the energy industry to adopt it; Abu Dhabi government and OpenAI launch a machine-readable government plan, converting some policies and regulations into machine-readable formats.

    Same story · 2 outlets
  12. ITHome · AI65

    Samsung estimates that the utilization of 8nm and below process lines will exceed 100% in 2027

    Samsung's production capacity utilization of 8nm and below process lines is expected to break through 100% in 2027, with HPC chips becoming the dominant force. In the third quarter of 2026, Samsung's storage business revenue reached a new high, and the foundry business is recovering. The 2nm process project grew more than double year-on-year, mainly used for large cloud service providers and AI/HPC customers. Samsung plans to invest in building factories in the US and South Korea to expand 8nm, 4nm, and 2nm production capacity and strengthen global supply.

  15. 36Kr · AI65

    Abu Dhabi National Oil Company becomes the first company in the energy sector to deploy OpenAI technology

    Abu Dhabi National Oil Company (ADNOC), Abu Dhabi AI enterprise G42, and OpenAI sign an agreement, making ADNOC the first company in the energy sector to deploy OpenAI technology.

    Same story · 2 outlets
  18. ITHome · AI65

    ByteDance plans to split its healthcare business Xiaohu Health

    ByteDance plans to split its healthcare business Xiaohuo Health, with specific details of the split and subsequent arrangements not yet disclosed. Xiaohuo Health, which merged into Douyin in 2023, has recently launched an AI doctor and is preparing for offline clinics. ByteDance has previously split its AI drug research business Anew Labs, which completed $290 million in funding this September and remains majority-owned by ByteDance.

  19. ITHome · AI65

    Jia Yueting: FFR Robot sales in October exceeded 351 units, marking the first time cumulative sales broke the 1000-unit milestone.

    FFR Robot sales and shipments in October reached 351 units, breaking the monthly record and marking the first time cumulative sales exceeded 1000 units, achieving positive gross profit delivery. Estimated average monthly sales for November and December will be over 400 units, striving towards the annual target of 2000 units. FFR and FFAI have launched operations in the New York region and officially opened for business, with the initial phase covering areas such as New York and New Jersey.

  20. ITHome · AI65

    XPeng MONA L03 car delivered over 20,000 units in October, achieving growth for 3 consecutive months

    XPeng Motors announced the delivery of over 20,000 units of the MONA L03 model in October, achieving growth for three consecutive months. The MONA L03 is the first global model of the MONA series, launched in Munich, Germany on July 16, 2026. The price range in the Chinese market is 12.38 ten thousand to 15.68 ten thousand yuan, offering pure electric and super range-extending powertrains, covering three configuration levels: Plus, Max, and Ultra SE.

  21. ITHome · AI65

    Hyundai Motor Group invests approximately 900 billion KRW to build the AI Valley Progress: plans to establish two new companies, one responsible for AI infrastructure construction and the other for GPU computing power service operations.

    Hyundai Motor Group announces the launch of a new office to advance the construction of the New Wankin AI data center, with an investment of approximately 900 billion KRW. The plan is to establish two new companies, one responsible for infrastructure construction and the other for GPU computing power service operations. Construction is targeted to begin in March 2027, with services planned to launch in early 2030.

    Same story · 2 outlets
  22. ITHome · AI38

    Cisco gives young engineers unlimited token budgets, aiming to rewrite 98% of legacy code with AI in 2 years

    Cisco CEO Guri Prasad Patel assigns 27-year-old engineer Padmanabhan Krishnamurti to set a goal of AI restructuring 98% of legacy code within 24 months, providing an unlimited token budget; Krishnamurti was originally the founder of EzDubs, joined Cisco in 2025, plans to form a two-person team to complete this task, but the 98% goal is a fixed plan, and current results are unknown.

  23. ITHome · AI63

    Delaware, USA proposes to allow AI agents to found and operate businesses

    Delaware plans to relax business regulations, allowing companies operated by AI entities to register and establish a 30-month regulatory sandbox for AI to test decision-making. Congressman James Comer expressed concerns, believing it might protect AI companies from liability. The legislation aims to provide legal certainty for the organizational structure of core AI enterprises, or may prompt such companies to appear overseas first.

  27. 36Kr · AI65

    Multiple QDII funds' net values have increased by more than 30% in the past year, institutions: short-term adjustments in the AI sector do not change long-term prosperity

    Over the past year, many QDII fund net values have increased by more than 30%, with AI-related products performing outstandingly. Institutions say short-term fluctuations in the AI sector do not change its long-term prosperity, and they look forward to growth opportunities in technology hardware and AI applications. Huaxia Mobile Internet Hybrid Fund has increased its net value by 54% in the past year, with its top five holdings including Intel, NVIDIA, etc.

  28. 36Kr · AI65

    The AI computing power industry chain maintains high dynamism

    Several AI computing power industry chain companies have seen a significant year-on-year increase in net profit in their third-quarter reports. The rapid development of the AI industry and strong computing power demand are the main drivers of performance growth. Many institutions are optimistic about the continuation of the AI computing power industry's boom. The competition focus in the domestic computing power industry has shifted to system integration capabilities, and the large-scale deployment of domestic super-nodes has just begun.

  29. 36Kr · AI35

    CITIC Securities: Post-earnings fluctuations in tech giants, attention to the US midterm elections

    The A-share market in China accelerated its adjustment this week, with the U.S. three major stock indices closing lower, and both international gold and oil prices falling by about 3%. The post-earnings market saw significant volatility due to reports from U.S. tech giants, and Anthropic has officially submitted its IPO application to the U.S. SEC. The October official manufacturing PMI was 49.3%, and the Federal Reserve kept interest rates unchanged, with attention focused on the U.S. midterm elections and the October non-farm payroll data.

  31. SemiAnalysis65

    SemiAnalysis: The backlash against data center construction is intensifying, facing challenges in expansion in 2028.

    SemiAnalysis data shows that most of the 62.2GW new data center capacity added in the US in 2028 has not yet started construction, and is mostly located in states where the governorship election is on November 3, which may implement stricter approval restrictions. Texas has already suspended environmental quality board permits, Oregon has extended land and water discharge permit freezes, and nine out of ten candidates in the midterm election call for suspending or conditionally approving new projects.

Nov 1Sun
  2. ITHome · AI62

    OpenAI, Google, Microsoft, and Anthropic jointly promote AI data scraping exit standards

    Content publishers can use the new standards to choose to reject AI scraping website content without setting rules for each company; the standards are proposed by Anthropic and integrated into robots.txt files, Anthropic has adopted them first, OpenAI plans to implement them in the coming months, and Google and Microsoft are expected to support them next year.

  3. ChinaTalk58

    What does the $1 trillion crash of the South Korean stock market mean for global AI competition?

    The South Korean stock market has experienced severe volatility since 2025, with a market capitalization decline of over 1 trillion USD, primarily due to Samsung and SK Hynix dominating the global memory chip market, making their stock market a high-leverage node in the AI financial architecture. The South Korean stock market faces dual pressures of 'Korean discount' and 'memory discount', and a potential crash in June-July 2026 could impact the global market and warn of future market correction risks. SK Hynix and Samsung together hold an 83% market share in the global HBM market and a 63% share in the DRAM market in the second quarter of 2026, but the rise of Chinese emerging competitor CXMT is threatening this landscape.