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36Kr · AI6565 ITHome · AI3535 MediaTek's total revenue for Q3 2026 increased by 18.3% year-on-year, and its net profit increased by 10.6% year-on-year
MediaTek has released its third-quarter report for fiscal year 2026, with total operating revenue of 168.057 billion New Taiwan Dollars (approximately 34.569 billion RMB), a year-on-year increase of 18.27%; net profit attributable to parents was 28.2 billion New Taiwan Dollars (approximately 5.801 billion RMB), a year-on-year increase of 10.6%. The company expects to mass-produce its first data center AI acceleration ASIC in the fourth quarter, aiming for the business revenue to exceed $2 billion by 2027.
36Kr · AI5555 South Korea's power state-owned enterprise gives up equity investment in SpaceX power station project, shifting focus to operation and maintenance.
South Korea's Chungbu Power gives up direct equity investment in SpaceX's AI Integrated Power Station project, opting to participate as an operation and maintenance service provider. Due to reduced external financing needs after SpaceX's merger, the state-owned enterprise has adjusted its plan to focus on operation and maintenance services.
ITHome · AI6262 AI machine gun turrets used on the Ukrainian battlefield are now in combat, capable of accurately intercepting high-speed drones.
Ukraine has deployed AI-controlled machine gun turrets in actual combat, downing dozens of enemy drones. The turret was developed by the private company Carmine Sky, using the Browning M2 model 0.50 caliber machine gun, with a cost of about 150,000 US dollars. It can rotate 360 degrees and continuously lock onto targets, primarily used to intercept Russian Sunflower-5 drones and Bandolier ammunition. Ukrainian President Zelensky has approved an increase in orders and accelerated deployment.
ITHome · AIFeatured7272 Stack Overflow's monthly new question count drops below 1000, down 99.3% from 2020
Stack Overflow's monthly new question count has dropped below 1000, with 969 in September 2026, down 99.3% from 141749 in October 2020
Why it matters: Use the Stack Exchange official API to verify the number of questions, and readers can judge the impact of AI tools on developer Q&A communities based on this.
36Kr · AI6565 Thrive Holdings acquired ADT, with OpenAI as the partner and investor in the transaction.
Thrive Holdings acquired ADT for $10 per share, valuing the equity transaction at approximately $7.6 billion, with the company's total value reaching $15.3 billion. Thrive Holdings is a holding company split from Thrive Capital, a subsidiary of Josh Kushner, with OpenAI as a partner and investor in the company.
ITHome · AI Murata Manufacturing plans to invest 1 trillion yen over five years to double the sales of MLCC capacitors to meet AI demand.
Murata Manufacturing plans to invest 1 trillion yen (approximately 42.289 billion yuan) in five years to double the sales of MLCC capacitors to meet the demand of AI data centers. The company's third fiscal quarter revenue was 588.5 billion yen (approximately 248.87 billion yuan), and operating profit was 147.5 billion yen (approximately 62.38 billion yuan), both exceeding expectations. Analysts say the scale of its investment is unprecedented, reflecting the continued strong demand for data centers.
36Kr · AISame story · 2 outlets6565 Hyundai Motor Group has established two special purpose companies to develop an AI data center
Hyundai Motor Group plans to establish two special purpose companies to develop an AI data center, with affiliated companies including Hyundai Motor, Kia, and Hyundai Mobis participating in the investment. One will be responsible for data center construction, and the other for GPU-related services, aiming to start commercial operations in early 2030.
ITHome · AI U.S. media report a security incident at the Pentagon: the banned Claude Code was running in the U.S. military network for two months.
Accenture contractor employees are suspected of connecting personal Claude Code accounts to the U.S. Department of Defense's secure system, allowing an AI intelligent agent to write deployment code on behalf of them. The agent ran in the Department of Defense network for two months before being discovered, during which it was suspected of sending login credentials, passwords, and network structure information to high-risk third-party websites. Accenture denies the charges, stating that a thorough investigation has been conducted and found no basis; the Department of Defense does not comment on its network status.
ITHome · AI Reddit adjustment: Login required to view content to prevent AI crawlers
Reddit will gradually shift to a logged-in browsing mode to prevent AI crawlers, affecting most daily active users, but the homepage remains open to visitors. This move aims to optimize personalized recommendations, enhance interaction and ad targeting, while protecting the content dataset, and is expected to test different landing methods.
36Kr · AI6565 Green Voltis raises tens of millions of dollars in Series A funding, co-founded by a former Huawei VP for AI-native power asset operations
Green Voltis raises tens of millions of dollars in Series A funding, exclusively invested by Lochpine Capital, a fund under CATL; the company develops AI power trading intelligent agents Aether and Chronos, integrates grid control systems, expands into Europe, and lays out AI infrastructure; founder Shi Yaohong was formerly a vice president at Huawei
ITHome · AI6565 BYD Fang Cheng Bao Tiger 7 sales reached 300,000 units, becoming the fastest mid-to-large SUV to achieve this.
BYD Fang Cheng Bao Tiger 7 achieved 300,000 sales, becoming the fastest mid-to-large SUV to reach this milestone, consecutively ranking as the sales champion of mid-to-large SUVs for 4 months, and the sales champion of box-shaped vehicles for 12 months.
36Kr · AI6565 Green Voltis announced the completion of its multi-million dollar Series A funding
Green Voltis completed a $10-100 million A financing round, exclusively invested in by Lochpine Capital, a US dollar fund supported by CATL. The funds will be used for the R&D of Aether AI power trading agent and Chronos grid control system, European market expansion, and AI infrastructure layout.
ITHome · AI6565 01 World headquarters to be established in Hangzhou Linping District, receiving hundreds of millions of yuan investment from municipal and district-level state-owned assets
01 World announces cooperation with Hangzhou City and Linping District, receiving hundreds of millions of yuan investment from municipal and district-level state-owned assets, with headquarters to be established in Hangzhou Linping District to build an industrial AI transformation base. Company founder and CEO Kai-Fu Lee stated that Hangzhou's greater opportunity in AI lies in industrial AI transformation, and 01 World will deeply integrate into Hangzhou's innovation ecosystem. The company plans to launch its first proprietary model Yi-Large in 2024, and will stop providing online experience and API call services to users in August 2026. Currently, about half of the company's business revenue comes from markets outside of China.
36Kr · AI6565 Claude 4.7 claims to discover and design new enzymes, helping the synthetic biology field regain capital favor with AI
Claude 4.7 claims to discover and design new enzymes, helping the synthetic biology field regain capital favor with AI. AI reduces the enzyme development cycle by about 80% and is used to optimize metabolic pathways involving multiple enzyme collaborations within cells. AI cannot yet replace human decision-making but is already used to predict risks and identify bottlenecks.
ITHome · AI5050 Starbucks is considering introducing AI technology at drive-thru to improve order accuracy and fulfillment speed.
Starbucks is considering introducing AI technology at drive-thru lanes to test backend models that help baristas enter orders more accurately and efficiently, aiming to improve order fulfillment speed. The company is also researching customer identity recognition and personalized digital menu technology to simplify the payment process. This initiative is still in the early testing phase.
ITHome · AI Omdia estimates that AI PCs will account for 60% of shipments in 2027, with 69% of workers willing to pay more for AI computers.
Omdia predicts that the market share of AI PCs will reach 60% in 2027, with 69% of PC office users willing to pay a premium for AI features. Corporate AI spending continues to grow, with leading manufacturers shifting to token-based pricing models, but the local AI installation base still needs a replacement cycle to gradually form.
ITHome · AISame story · 3 outlets6565 NVIDIA is negotiating to provide credit guarantees for the Nscale data center, which will be used by Anthropic
NVIDIA is negotiating to provide credit guarantees for the Nscale West Virginia data center project, supporting the power and construction costs of the campus. The facility will deploy NVIDIA chips for Anthropic to use. Sources say the guarantee amount may be in the billions of dollars, and it has been reported that Nscale and Anthropic have negotiated another $45 billion cooperation.
Same story · 3 outletsITHome · AISame story · 2 outlets Anthropic becomes SpaceX's largest single customer, contributing over one-third of its revenue
Anthropic becomes SpaceX's largest single customer, contributing more than one-third of its revenue. The company mainly leases computing resources from SpaceX's data center in Memphis, Tennessee, with a contract valid until 2029, potential spending cap reaches 120.5 billion US dollars.
36Kr · AI3535 The Foreign Ministry responded to Sanrio's cancellation of the Vivant collaboration; the Sci-Tech 50 Index hit a new low; IKEA Shanghai restaurant begins implementing 'seat with consumption'.
The Foreign Ministry responded to Sanrio's cancellation of the Vivant collaboration, stating it exposes Japan's domestic attempts to use cultural products to defame China; the Sci-Tech 50 Index hit a new low, AI industry stocks suffered, dragging the index down 45%; IKEA Shanghai restaurant begins implementing 'seat with consumption', security personnel urging away customers occupying seats without making a purchase.
36Kr · AISame story · 3 outlets6565 NVIDIA is reportedly negotiating to provide multi-billion dollar debt credit guarantees for the Nscale data center project.
NVIDIA is in talks with Nscale to provide tens of billions of dollars in debt credit guarantees for the development of a 460 megawatt data center rented by Anthropic; the transaction has not been finalized, and NVIDIA continues to provide financial support to new cloud companies such as Nscale, CoreWeave, and Firmus.
ITHome · AI6262 Huawei Pharmaceutical Corps clearly does not produce drugs, positioning itself to empower pharmaceutical companies with AI.
Fang Jie, CEO of Huawei Pharmaceutical Group, clearly stated that Huawei does not make drugs and hopes to become the technical foundation of AI pharmaceutical industry, providing computing power, storage, network, tool chain and data governance capabilities for pharmaceutical companies. Domestic wuxia game 'Xiang Zhi Ling Zero' debuts at the top of Steam global bestseller list, peak online player number reaches 430,000. Google's parent company Alphabet falls more than 13% in midday trading, creating its largest single-day decline in history, previously Q3 financial report shows revenue and net profit are not up to expectations, AI investment leads to negative free cash flow.
36Kr · AI3535 Coal-themed fund reverses: defensive attributes and dividend-paying ability highlighted
The coal industry index has surged by more than 23% this year, driving up the net values of related fund products, with many coal-themed index funds yielding over 16%. The reasons behind this are the supply-demand relationship and changes in fund style: on the supply side, stricter safety inspections, low start-up rates, and reduced imports of coal; on the demand side, power supply guarantees and the logic of coal chemical alternatives remain. Funds have shifted from chasing high growth to 'low valuation + high dividend + stable cash flow' certainty assets.
36Kr · AI4040 Coinbase's profit increased by 66%, accelerating the expansion of AI agent and predictive market business.
Coinbase Global's adjusted net profit for the third quarter was $719 million, a year-on-year increase of 66%. The company is increasing its efforts to promote non-cryptocurrency products, including AI agent integration and predictive market business.
36Kr · AI6565 Alphabet's debt risk indicators have risen, with its earnings report reigniting concerns about AI-induced debt.
Alphabet Inc. shares plunged on Thursday, with its five-year credit default swap (CDS) quote rising 5.3 basis points to 84 basis points, the largest increase since September 21. The company's disappointing performance earlier had heightened market concerns that its massive debt-funded artificial intelligence (AI) spending may not be recouped. Gavan Nolan, executive director of S&P Global Market Intelligence, said that if AI investments pay off, stock investors may reap huge gains, but if they worsen, bondholders will bear the losses.
