#Industry

Oura acquires AI healthcare startup Counsel Health for $625 million

Oura announces acquisition of AI healthcare startup Counsel Health for $625 million, which provides AI-based medical consultations and doctor services, with its functions integrated into the Oura app. The transaction aims to expand services to preventive, emergency, and specialized chronic care, while Oura's revenue increased by 153% year-on-year to $533 million, reaching $1.75 billion in revenue for the fiscal year 2026. Counsel's CEO will join Oura as the Chief Clinical AI Officer.

Ed Zitron's long article questions NVIDIA's GPU shipments to China via Megaspeed

Ed Zitron writes about the relationship between NVIDIA CEO Huang Renxun and Megaspeed CEO Alice Huang, as well as Megaspeed's procurement of approximately $4.8 billion NVIDIA GPUs via its Malaysian subsidiary Speedmatrix.

Goldman Sachs estimates that Anthropic's revenue will exceed 600 billion US dollars by 2030.

Goldman Sachs predicts Anthropic's revenue will exceed 600 billion US dollars by 2030, with approximately 52 billion US dollars in revenue in 2025, increasing to 136 billion US dollars in 2027, and reaching 442 billion US dollars in 2029. Anthropic's revenue in 2025 is 4.6 billion US dollars; if Goldman Sachs' prediction comes true, it will rank among the world's largest companies.

Ulanqab: A remote Chinese city becomes a new hub for computing centers due to the AI boom

Ulanqab, with its cool climate and cheap electricity, has attracted a large number of AI chips and data centers, transforming from an agricultural city into China's AI computing center. Kuaishou built its first self-built data center here in 2023, and in April of this year, DeepSeek offered operations and maintenance positions with a monthly salary of up to 30,000 RMB. Over the past two years, data centers have surged, attracting young people from all over the country, but the market is now saturated, with higher hiring standards and age limits of 35.

Eight countries and top AI labs agree to establish a shutdown mechanism in the Paris Declaration

Eight nations, tech companies, and civil society organizations signed the 'Paris Call for AI Safety and Security' ahead of the Paris Peace Forum, committing to specific safety measures including shutdown mechanisms, but no binding oversight system was formed; Sam Altman of OpenAI was among the signatories.

Google is integrating Adobe creative and productivity tools into everyday Google apps

Hugging Face executives warn that cyberattacks threaten the openness of open-source AI.

Hugging Face executive Irene Solaiman warned that open-source AI platforms may be more vulnerable to cyberattacks due to their openness and rich data, with the OpenCode and OpenAI agent attacks as examples. Fireworks also disclosed that attackers accessed customer model weights and billing information. Solaiman noted that the openness of the platform is both its value and its target, and that stronger authentication and monitoring may be needed in the future to address threats.

Ukrainian fiber optic drones squeezed by demand for AI data centers

Ukrainian fiber optic drones face challenges due to rising costs from Chinese suppliers, competing with AI data centers for fiber materials in drone warfare. Both Russia and Ukraine rely on Chinese suppliers, and drones can transmit for tens of miles or even hundreds of kilometers, with the Russian military being the first to deploy such drones.

Human-Pilled: The Role and Value of Humans in the AI Economy

Human knowledge trained AI to make it a powerful cultural technology, but humans' unique value in the AI economy lies in their focus and judgment. When conducting research projects through Claude or ChatGPT, humans can provide different experiences, goals, and backgrounds. This unique focusing ability makes humans the key 'magic words' for AI.

WISE2026 'Industry Connection' focuses on five major tracks with hot registration ongoing

WISE2026 'World Coffee · Industry Connection' registration channel has exploded, with the first two rounds of registrations showing a high demand concentration in five major tracks: industrial manufacturing and R&D, business operations and enterprise management, healthcare, embodied intelligence and robotics industry, and overseas application and industry cooperation. The event is open to businesses from all industries, assisting in sorting out needs and capabilities to provide partners with face-to-face communication opportunities. In addition to AI and embodied intelligence, traditional industries and industry chain partners are also welcome to register. There are still half a month left until November 26th, and the registration period is urgent.

Damao Technology and Pudong Environmental Energy form strategic partnership, Li Ming Intelligent Computing Center Computing-Electricity Collaborative Platform launched

Da Mao Technology signs a strategic cooperation with Shanghai Pudong Environmental Energy, jointly building a computing-electricity collaborative platform to empower the Dawn Intelligent Computing Center. Both parties will promote energy-saving optimization of data centers, market-oriented operation of power, and the construction of intelligent computing-electricity collaborative systems. The first implementation result is to build a computing-electricity collaborative platform for the Dawn Intelligent Computing Center, achieving full-link digital control and energy consumption optimization of the campus.

Qualcomm survey: AI-powered agents will become the key selling point of wearable devices, with 70% of users expecting to manage devices and tasks collaboratively.

Qualcomm surveyed over 12,000 wearable device users in 6 global markets, finding that AI smart agents are becoming a key selling point. Nearly 60% of users use AI weekly, and 70% of smart glasses users frequently use AI. About 70% of respondents expect AI to manage devices and tasks through natural voice interaction, 65%-70% show strong interest in personalized AI-driven wearable ecosystems, and nearly 60% of consumers demand privacy or authorized sharing of wearable data, with on-device AI seen as capable of building user trust.

European chip giant CEO confidently declares: We also have the strength in robotics and physical AI.

CEOs of Infineon, STMicroelectronics, and NXP believe that Europe, with its traditional strengths in automotive and industrial technology, has the strength to compete with the US and Asia in robotics and 'physical AI'. Executives note that AI applications are extending from data centers to robots, cars, and industrial equipment, increasing the demand for chips and systems that can operate safely and stably in real-world environments.