NewsFeeds: AI
AI industry news: new models, chips, labs, funding rounds and rules, and where AI meets crypto, rewritten by AI in our own words, credited and linked.
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Mon 2 Nov
UBTech launches Thinker-Sim embodied AI simulation platform
UBTech has launched Thinker-Sim, an embodied AI simulation platform built around a Real2Sim2Real approach. It aims to cut the cost of real-world data collection, simplify building simulation environments and shorten algorithm validation cycles.
Microsoft AI chief Mustafa Suleyman says AI models lack consciousness and should stay that way
Microsoft AI CEO Mustafa Suleyman said in a post on X that current AI models are not conscious and developers must keep it that way, calling conscious AI reckless to build. He said any evidence of emerging consciousness should be disclosed immediately so society can decide the next step.
OpenAI and Anthropic next-generation models surface on the same day
OpenAI has quietly begun grey testing GPT-6.2 Astra in its Codex back end, skipping version 6.1 after a failed safety test, while Anthropic's source code has revealed a Claude Mythos 5.5 model. Both surfaced days after Google's Gemini 4 Carbon took the top spot.
AI boom faces bond market, earnings and election risks, report says
The AI boom is under pressure from three sides: bond markets for AI cloud companies are near closed as financing gets harder, big tech capital spending is squeezing free cash flow and share prices, and midterm election campaigning may bring tighter rules as data centre opposition grows.
Musk says Grok Bot service costs are too high to sustain
Responding to a user who said Grok Bot's weekly usage allowance was used up too quickly, Elon Musk said the service's costs are too high relative to revenue to sustain.
Sun 1 Nov
Off-balance-sheet AI commitments reach $4.11tn after near-$1tn rise in 90 days
Off-balance-sheet commitments disclosed by Alphabet, Meta, Microsoft, Amazon, Nvidia, Broadcom and SpaceX reached $4.11tn, up almost $992bn from Morgan Stanley's $3.12tn count in late August, with on-balance-sheet debt and leases of about $1tn.
DFINITY says Internet Computer joins Claude as a connector
The DFINITY Foundation says Internet Computer (ICP) is now available as a connector in Anthropic's Claude, letting users build cloud engines, launch customer portals and keep developing within a single conversation. The integration uses the Model Context Protocol, with Internet Identity handling authentication.
OKX Star says exchange runs LLM-based automated penetration testing
OKX Star said on X that OKX detects and responds to network attacks every month, including advanced persistent threats against the crypto industry, and began LLM-based automated penetration testing more than a year ago. He said the exchange will learn from recent security incidents at peers and strengthen its security systems.
Goldman Sachs says hedge funds sold all 2025 AI stock buys in five days
Goldman Sachs data show hedge funds sold their entire cumulative global AI stock purchases made since the start of 2025 in five straight sessions of net selling. They cut about $20bn of tech holdings in two weeks, and their favourite-stock basket fell 4.2% on 22 Oct, its worst day since 2011.
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