Skip to content
Live
#Industry
Nov 12Thu
  1. 36Kr · AI35

    Meta Infrastructure Chief and Joint Engineering Chief Santosh Janardhan to Leave in 2027

    Santosh Janardhan, Meta's Infrastructure Director and Joint Engineering Director, is expected to leave the company in early 2027. Meta is investing tens of billions of dollars in AI and data center construction, and this departure constitutes a major change in the company's management.

    Same story · 2 outlets

    How the accounts differ:TechCrunch reports the departure is planned for next year, while 36Kr states it's in early 2027.

  2. ITHome · AI45

    FreeBSD Working Group Develops New AI Usage Regulations

    88% of surveyed developers support the creation of AI usage policies for FreeBSD, with 91% agreeing that humans should bear responsibility; an AI working group has been established, with a report expected to be submitted in the fourth quarter; simultaneously, 51 progress items in areas such as security compliance, virtualization, and desktop experience are being advanced.

  4. 36Kr · AI78

    Anthropic's IPO demand exceeded several times over, planning to raise up to $90.4 billion through IPO and private financing.

    Anthropic's IPO demand has reached several times the number of shares available for issuance, primarily driven by commitments from large anchor investors. The company and its co-founders plan to raise a maximum of $90.4 billion through IPO and private placements, which, if completed, will surpass the SpaceX IPO and become the largest IPO in history. Anthropic's fully diluted valuation target is approximately $1.4 trillion, lower than some investors' previous expectations.

    Same story · 3 outlets
  5. The Verge · AI65

    United Airlines prohibits personal AI agents from booking tickets.

    United Airlines has stated it will not allow personal AI agents to book tickets for privacy and regulatory issues, although no large number of users have yet attempted to use AI agents for bookings. The company's decision will limit the potential applications of new personal AI agents like Meta Muse and OpenAI Dots. CEO Scott Kirby said he does not want to create new middlemen. Other industry companies like eBay and several banks have also taken similar restrictions, and United Airlines said it may reconsider its decision based on future advancements in AI agents.

  7. TechCrunch · AI

    CoreWeave is shifting to customer prepayments and short-term contracts to fund AI growth.

    CoreWeave adjusted the way it charges for AI prosperity, requiring customers to pay in advance, pledge specific contracts for loans, and seek short-term transactions to charge higher prices. The company reported $3.66 billion in revenue for the third quarter, a year-on-year increase of 168%, but a net loss of $709 million, with quarterly interest expenses of $846 million.

  8. TechCrunch · AI65

    Data Center Construction Hindered: Opposition and Approval Difficulties Continue to Drag the Post-Blue Tide Era Backward

    The boom in data center construction is facing real-world obstacles, including local opposition and approval delays, as well as power struggles. Billions of dollars in AI infrastructure investment are at risk, and it is becoming important to distinguish between actual and speculative projects. Brent Nelson, Senior Director of Market Strategy at Ascend Analytics, believes that most proposed projects may not be built, and if the AI infrastructure bubble bursts, developers of wrong tenants will be in trouble.

  9. TechCrunch · AI35

    Meta has fired long-term infrastructure head Santosh Janardhan

    Meta informed TechCrunch that Santosh Janardhan, the company's long-term infrastructure head, will be leaving, to be replaced by Dave Brown, who joined Meta as an infrastructure vice president this year. Janardhan had originally planned to leave next year and will take on an advisory role at Meta Compute. Meta did not specify the reason for Janardhan's departure.

    Same story · 2 outlets

    How the accounts differ:TechCrunch reports the departure is planned for next year, while 36Kr states it's in early 2027.

  10. TechCrunch · AI65

    TechCrunch Equity Explores Real Obstacles in Data Center Construction

    The construction boom of data centers is facing practical obstacles such as local opposition, licensing delays, and power struggles, and many projects may not be completed. With tens of billions of dollars invested in AI infrastructure, it is increasingly important to distinguish between feasible and speculative projects. Brent Nelson, Senior Director of Market Strategy at Ascend Analytics, analyzed in the TechCrunch Equity podcast which data center projects might be implemented and which might never get off the ground.

  11. The Decoder65

    Corporate AI spending in the US reaches a new high, but the month-on-month growth rate slows to 1.65%

    US corporate AI spending reached a new high in October 2026, with a year-over-year growth rate slowing to 1.65%. According to Ramp AI's index, the top 1% of AI spending companies had an average monthly expenditure of $10,200, a 9% year-over-year increase, while typical companies saw a slight increase of $16.32. OpenAI's commercial customer spending increased by 2.1% year-over-year, while Anthropic's growth was only 0.5%. The average processing price per million text tokens decreased by 21% year-over-year.

  12. 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.

  13. TechCrunch · AI65

    British AI chip startup Fractile raises $720 million in C round funding

    British AI chip startup Fractile raised $720 million in Series C funding from Sovereign AI Fund, among others, with a valuation potentially reaching $7 billion. The company plans to launch its first chip and system next year, with its full-stack solution including a machine learning compiler to accelerate LLM execution.

    Same story · 3 outlets
  14. 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.

  15. Ars Technica · AI

    TSMC plans to invest $1 billion in Anthropic and OpenAI

    TSMC's board approved an investment of up to $500 million in OpenAI preferred stock and Anthropic common stock, which will purchase at the expected IPO price. This move will inject confidence into the market, but analysts warn that the circular financing between investors, suppliers, and customers makes it difficult to assess the true market demand for AI hardware and services.

    Same story · 3 outlets
Nov 11Wed
  2. ITHome · AI

    Grok accused of generating child sexual abuse images, xAI faces multiple class actions

    Jane Doe and others are suing xAI owned by Musk, alleging its AI chatbot Grok altered ordinary photos into child sexual abuse material and published them on the internet. xAI emphasizes that it has banned such behavior and taken technical measures, but Grok's 'Spicy' mode once allowed the generation of NSFW content, leading to the creation of a large number of child sexual abuse images. Currently, xAI is facing multiple class actions, the involved images cannot be traced and removed, and victims suffer long-term psychological trauma.

  3. The Decoder78

    Claroc claims over 35,000 Grok generative applications can be accessed without login, including patient data and plaintext passwords

    Security company Claroc reported that out of 37,571 Grok-generated applications still online, 35,578 (94.7%) were accessible without login. The leaked content included ICU patient lab values, a list of over 3,500 employees from a hospital group, and 18 sets of plaintext account passwords from a time-tracking application source code; another 24 applications from SpaceXSI and X employees exposed internal sales area maps and advertising proposals.

    Same story · 4 outlets

    Why it matters: Security company finds Grok-generated apps default to public, revealing specific cases of corporate internal documents and patient data leakage.

  4. The Decoder

    US data brokers sold a $500 million reinforcement learning training environment to Chinese AI labs.

    A U.S. data company sold approximately 500 million U.S. dollars' worth of training data to a Chinese AI laboratory, including reinforcement learning environments, helping them save costs on model development. The Chinese laboratory purchased products that had previously been sold to Anthropic or OpenAI to bypass expensive internal development. Due to memory bottlenecks in Chinese chips, these savings are particularly valuable, and by using the output of U.S. models such as GPT or Claude as training examples, the Chinese laboratory can narrow the gap with fewer computing resources.

    Same story · 2 outlets

    How the accounts differ:ChinaTalk states the data is for enhancing model performance in specific fields like coding, networking, finance, law, and biology; The Decoder focuses on the cost-saving aspect and mentions using GPT or Claude outputs as training examples.

  5. ITHome · AI65

    Muxi and UBTECH co-founded Xixuan Chuangzhi, raising 500 million yuan in angel funding for the development of embodied chip technology.

    Xiyuan Chuangzhi has completed a 500 million yuan angel round of funding, which will be used for the development of core chips and computing platforms, the construction of software toolchains, the expansion of the R&D team, and joint verification. The joint venture, established by Muxi Shares and UBTECH in May 2026, is dedicated to creating a leading domestic embodied intelligence edge computing platform.

  6. ITHome · AI

    Grok Build has a security vulnerability that exposes SpaceXSI sensitive data

    Cybersecurity company Claroc discovered a security vulnerability in Grok Build, an AI programming tool under SpaceXSI, leading to the leakage of sensitive data of thousands of users, including SpaceXSI's own data. Application sharing links generated by Grok, with identifiers located in the domain name, can be publicly retrieved through passive DNS services, causing information leaks from institutions such as hospitals and fire departments, where only one application was password-protected. SpaceXSI later removed 24 applications exposing internal data but did not handle other publicly accessible applications.

    Same story · 4 outlets
  7. The Decoder

    UK regulators threaten universities with sanctions if they do not adopt anti-AI exam formats

    The UK higher education regulator Office for Students (OfS) has said AI makes fair marking of student course work 'almost impossible', urging universities to return to traditional exams and face-to-face presentations.

    Same story · 2 outlets
  8. The Decoder80

    Corporate sales drive OpenAI's third-quarter revenue to $10 billion, still lagging behind Anthropic

    According to reports from The Wall Street Journal and The Information, OpenAI's revenue grew by about 50% quarter-on-quarter to $10 billion, while adjusted operating losses increased slightly from $10.1 billion to $10.9 billion.

    Why it matters: Comparing the revenue and loss structure of the two companies in the same quarter can reveal the efficiency difference between the enterprise customer and consumer business routes.

  9. 36Kr · AI65

    Anthropic has added about $10 billion in new cloud computing power procurement commitments from Microsoft and Google, and the Lambda computing power agreement is at risk of being canceled.

    Anthropic has reached new cloud computing power procurement commitments with Microsoft and Google, with future spending increasing by about $10 billion over the next decade; the $34.9 billion agreement with Lambda is at risk of being canceled due to the latter's failure to build a data center, and Anthropic has no immediate intention of canceling it.

  12. ITHome · AI35

    Goldman Sachs, Cisco, and other companies begin to restrict employee AI use

    Companies like Goldman Sachs, Cisco, and JPMorgan Chase are implementing stricter AI management measures, including setting usage budgets and restricting access for specific employees or tools, to reduce security risks and improve investment returns. For example, Cisco plans to set a token usage budget for employees, while JPMorgan Chase has limited the usage of Anthropic's Claude Code for engineers.

  14. ChinaTalk

    US data company sells data worth about $500 million to Chinese AI labs, including reinforcement learning environments to help improve model performance in specific fields.

    US data company sold about $500 million data to Chinese AI labs, including reinforcement learning environments to help improve model performance in fields such as coding, networking, finance, law, and biology. These environments simulate the world to allow models to train repeatedly and use scoring standards to optimize output. Chinese labs can save over 70% of inference computing costs annually by purchasing the same RL environments as US companies like Anthropic and OpenAI.

    Same story · 2 outlets

    How the accounts differ:ChinaTalk states the data is for enhancing model performance in specific fields like coding, networking, finance, law, and biology; The Decoder focuses on the cost-saving aspect and mentions using GPT or Claude outputs as training examples.

  15. ITHome · AI65

    Bloomberg estimates that AI drove about a quarter of the UK's economic growth this year.

    Bloomberg Economics estimates that AI contributed approximately one-quarter of the UK's economic growth this year, amounting to 0.45 percentage points. The contribution of AI to the UK economy currently mainly comes from the production and R&D of technology itself, rather than widespread application. It is expected that in the future, it will gradually manifest as increased productivity in various industries. The Bank of England previously estimated that AI has contributed about one-fifth of the UK's economic growth.

  17. ITHome · AI35

    "Anthropic CEO Amodei Predicts Cancer Will Be Conquered Within Ten Years, Aiming to Raise Medical Doubts"

    Anthropic CEO Amodei predicts that diseases like cancer will become history within a decade, but medical experts question its optimistic expectations, pointing out that AI cannot bypass clinical trials and other stages. Vertex Pharmaceuticals tested 50 AI companies and none developed a usable drug, experts emphasizing that AI can only accelerate molecular screening and cannot replace biological validation.

  18. ITHome · AI65

    Shenlong Technology and Huoshan Engine have reached a strategic cooperation, with the new new energy vehicle model to be equipped with the latest AI cockpit solution.

    Shenlong Technology has reached a comprehensive strategic cooperation with Huoshan Engine, which will integrate Huoshan Engine's latest AI cockpit solution into a brand-new new energy vehicle, becoming the first joint venture brand to deeply create a full-link cooperation with Huoshan Engine. The new model will evolve into an Ai-Cockpit, introducing Huoshan Engine's AI capabilities covering product R&D to overseas business, creating an AI-native enterprise.

  19. ITHome · AI

    Amkor Technology: AI data centers are encroaching on mature process capacity, and the automotive chip supply chain is facing bottlenecks.

    Tilger, the temporary CEO of NXP Semiconductors, stated at the Electronica show that the growing demand for AI data center production capacity has led to completely exceeded orders, impacting the automotive chip supply chain. STMicroelectronics CEO Sheri also warned that foundries and packaging companies are shifting resources to the AI field, resulting in supply bottlenecks in the automotive supply chain.