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AI News

‹Fri, October 9
All dates
0119
Industry

Anthropic launches Cyber Mission to defend critical infrastructure and open source

Anthropic announced the Anthropic Cyber Mission, described as a long-term commitment to use its tools, research and resources to help defenders protect critical infrastructure and open-source software. Under a Critical Infrastructure Defense Program (CIDP), it will provide frontier models, on-site engineers and threat research to defenders guarding the operational technology behind power grids, water systems, transport networks and government systems. The Information reports the effort also covers open-source software, with access to Anthropic's frontier Claude models.

36氪快讯·
0219
Industry

Nvidia-Backed Lumentum Says Opto-Parts Capacity Sold Out Through 2029

Lumentum Holdings Inc. says its optoelectronic parts are “completely sold out” through almost 2029, driven by demand from tech companies building faster AI data centers. The claim comes from the company, and the report gives no customer names, order values or capacity figures.

Bloomberg Technology·
0310
Industry

Personal AI assistant Instinct raises $1B Series C at $10B valuation

DoNews reports that personal AI assistant product Instinct has closed a $1 billion Series C round co-led by Sequoia Capital, Benchmark Capital and Coatue, at a post-money valuation of $10 billion (about RMB 67 billion). The report says the company was founded by 23-year-old Noah Shinn and has a team of just 14 people.

DoNews·
0410
Industry

Trump order tells federal agencies to swap 'AI' for 'Super Intelligence'

The White House signed an executive order titled “Opening the Super Intelligence Era,” directing federal agencies to replace “Artificial Intelligence” with “Super Intelligence” (SI) in non-statutory communications, websites, reports and policy documents, to the fullest extent allowed by law; Trump had first floated the wording at the UN General Assembly on 22 September. The same day, Google, Meta, Nvidia, OpenAI, Anthropic and xAI signed a one-page “White House Superintelligence Accord” pledging independent audits and board-level risk oversight. Musk said he would follow the rename, while OpenAI’s Sam Altman said the company would not become “OpenSI.” The order covers only non-statutory federal documents and cannot change the term in congressional statute.

钛媒体·
059
Industry

OpenAI's annualized revenue said to be closer to $50B, not $70B

The Information reports that the widely circulated figure of $70 billion in OpenAI annualized revenue was far off, and that the company is generating closer to $50 billion. After a Financial Times report of the lower number on Thursday, shares of chip firms and neoclouds including Nvidia, CoreWeave and Nebius fell. The piece argues that multiplying one month's revenue by 12 is a poor substitute for a fuller picture of a company's performance.

The Information·
0610
Industry

South Korean banks hacked using Chinese AI agent ARTEX, CrowdStrike says

A report published this week by cybersecurity firm CrowdStrike says the perpetrator of a recent hack of South Korean financial institutions, which resulted in data leaks, used an open-source Chinese AI agent called ARTEX along with Chinese large language models. The analysis attributes the intrusion to the use of those AI tools. Details on the affected institutions, the specific models used and the scope of leaked data were not disclosed in the available excerpt.

The Information·
0710
Industry

AI is rewriting video editing workflows — and who gets to call themselves a pro

A commentary published by TMTPost argues that AI is reshaping video editing along three lines: smarter understanding of footage, democratized fine-grained control, and automated delivery, shifting “professional editing power” toward a wider pool of creators. It cites an Adobe survey of more than 16,000 creators in which 57% said AI-generated output still needs moderate or heavy post-editing, 93% want faster production and 85% insist on keeping final creative control. The author also contends that free tiers are turning from stripped-down teasers into entry points, and that competition is moving from individual features to a full workbench spanning generation, fine editing and multi-platform delivery.

钛媒体·
0810
Industry

Nvidia-backed Firmus withdraws IPO, citing market volatility

Australian AI data center operator Firmus has withdrawn its planned IPO, attributing the decision to market volatility. The Nvidia-backed company had been slated for what was described as a historic listing.

CNBC Technology·
0910
Industry

Anthropic reportedly forms team to engage 2028 presidential candidates

Anthropic is reportedly setting up a "presidential-level engagement" program for the 2028 U.S. election, forming an internal team to talk directly with candidates from both parties about AI issues and to help shape the company's political strategy. The team would also run Anthropic's political funding program. The report comes via Sina Finance, and Anthropic has not publicly confirmed the arrangement.

36氪快讯·
1010
Industry

OpenAI revenue accounting questioned, but token growth signals solid AI demand

Bloomberg Intelligence analyst Mandeep Singh noted that questions remain over how OpenAI accounts for its revenue, while booming token growth points to solid demand for AI infrastructure. The analysis suggests token usage can serve as a demand gauge even if revenue figures are restated.

Bloomberg Technology·
1110
Industry

Over $3B floods into 'physical AI' for science as AI drug discovery hits limits

An article republished by 36Kr from 动脉网 tallies more than $3B in direct and indirect funding over the past year or so into "physical AI" for AI4S — systems that let AI operate instruments and robots in real wet labs. It names Medra, 津渡生科, 术也科技, 合碳智能, 宇道生物, 予路乾行, 深度细胞, Phyraxis AI and Transfyr, alongside NVIDIA's joint lab with Eli Lilly, a Simcere–Schrödinger drug discovery deal and Anthropic's open MHS model-hardware standard with HHMI Janelia. The piece argues AI drug discovery's bottleneck is no longer algorithms or compute but wet-lab data and hardware, with failed-experiment data locked inside companies creating a structural mismatch.

36氪 人工智能·
1210
Industry

AI chip interconnect startup Eliyan draws takeover interest, held early talks with Arm

Eliyan, a five-year-old startup whose technology lets separate chips inside an AI system communicate faster and more efficiently, has told some investors in recent days that it received a takeover bid, according to The Information. The company, valued at $1 billion in July, has worked with an investment bank since the summer and is likely aiming for a $3 billion valuation. SoftBank-owned Arm, an existing investor, held early talks about a possible purchase but did not make a bid and would be unlikely to do so at that valuation, a person familiar said.

The Information·
1310
Industry

Google's data center design chief jumps to Anthropic

TechRadar reports that John M. Wilson, Google's former global head of design and construction, has joined Anthropic as a technical staff member overseeing EMEA capacity delivery. He spent six years at Google covering data center development and subsea infrastructure programs, and previously led European design and construction at Amazon, after roles as chief of staff in the British Army and infrastructure director at NATO. The report also lists several other former Google infrastructure specialists now at Anthropic across data center design, electrical systems, security, operations, energy, capacity delivery and compute finance.

TechRadar·
1410
Industry

Garfield, after playing Altman in 'Artificial', says he distrusts today's AI

Actor Andrew Garfield, promoting the film "Artificial," said playing OpenAI CEO Sam Altman left him uneasy about AI: he does not trust current AI technology and believes its developers lack sufficient understanding of its capabilities, calling it an accountability gap. He said he only uses ChatGPT as an "advanced Google." Directed by Luca Guadagnino, the film centers on Altman's brief 2023 ouster and is set for release on December 25; Altman said the film may not be factually accurate but praised Garfield's imitation of his mannerisms.

DoNews·
1510
Industry

Cramer picks Akamai as the only buy among three AI-traffic infrastructure stocks

CNBC commentator Jim Cramer said the surge in network traffic generated by AI agents is creating growth opportunities for Cloudflare, Akamai and Fastly, all of which have outperformed the S&P 500's roughly 12% gain this year (Fastly +159%, Cloudflare +78%, Akamai +22%). He said Cloudflare and Fastly look too expensive or too volatile to buy now, and called Akamai his only strong pick, citing a forward P/E below 16 and Anthropic's September 24 commitment to spend $11.6 billion with Akamai over seven years for additional compute capacity.

科技新报·
1610
Industry

AI speeds up China's cultural-tourism marketing, from selling scenery to selling content

An authorized contributed piece on TMTPost lays out seven trends in Chinese cultural-tourism marketing for 2026, one of which is speeding things up with AI. It cites Lanzhou tourism using AI-generated videos about beef noodles and Hubei tourism using an AI short film in which a Su Dongpo avatar livestreams local food, while Xiaohongshu's AI assistant Diandian launched on PC in May 2026 and can generate navigable itineraries with maps and on-site photos from platform notes in seconds. The author argues AI lowers the cost of creative trial-and-error and shortens visitor decision-making, but offers no performance data.

钛媒体·
1710
Industry

Solidigm taps Powertech, Pegatron for AI data center SSD output in Taiwan

Seoul Economic Daily reports that Solidigm, SK Hynix's NAND and SSD unit, notified customers of a product change adding a new Taiwan-based ODM site for data center SSDs, with Powertech Technology and Pegatron as manufacturers and Taiwan-made products reaching customers from December 24 under the same supply terms. Industry estimates put the annual order value for the Taiwanese partners in the hundreds of billions to over a hundred billion (currency unspecified and unconfirmed by the companies). TrendForce expects enterprise SSD bit demand to grow more than 80% this year as cloud providers expand inference infrastructure, with Q4 price increases possibly accelerating.

科技新报·
1810
Industry

Optical comms firms push upstream as AI clusters drive CPO, NPO adoption

A-share optical communication stocks pulled back on October 8. Dongshan Precision said in an institutional research session that the widely cited claim of a "65% US-origin materials ratio" is an unofficial market rumor, and that it has already arranged multi-region capacity and diversified supply-chain options. As AI model clusters keep scaling, traditional bandwidth and power bottlenecks are becoming more acute, pushing optical interconnect into parallel iteration across pluggable, NPO and CPO routes and accelerating commercialization, with optical firms moving further upstream.

36氪快讯·
1910
Industry

39 China AI agent concept stocks win positive institutional ratings

According to Securities Times data cited by 36Kr, Chinese AI agent concept stocks fell an average 20.63% so far this year as of the Oct. 8 close, badly trailing the Shanghai Composite, though seven names gained more than 10%. Thirty-nine of the stocks drew "positive" ratings from at least five institutions, with Hisense Visual Technology mentioned in the most broker reports (28); the company says it has built an integrated "device-cloud-chip" AI stack and shipped terminal applications such as the Xiaoju Super Agent and multimodal Xiaoju screen Q&A. The report frames the AI narrative as shifting from a model-capability race to Agent commercialization.

36氪快讯·
200
Industry

WeChat removes over 26,000 AI-altered videos in crackdown on classic-content spoofs

WeChat said it has taken down more than 26,000 short videos that used AI tools to distort and spoof classic content, including characters and plots from the Four Great Classical Novels. The platform said other removed videos turned historical figures, heroic role models and children's cartoon characters into vulgar, horror-themed or cult-like adaptations, which it said seriously misleads the public, especially minors. WeChat said it will keep up long-term governance, improve detection and enforcement against violating content and accounts, and urged creators to self-regulate.

AIbase AI新闻·
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