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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.
AI rewriteEvery flash here is rewritten by AI from an outlet’s flash or a public Telegram channel, and goes live without an editor reading it first. The outlet is named and linked on each one; AI also sets its topic and tone (Bullish, Bearish or Neutral: an AI reading of the flash, not investment advice), and when two outlets report the same news, you see it once.Where AI is used
Breaking news and our own Originals on your phone or desktop, the moment they are out. A few alerts a day at most.
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Fri 6 Nov
George Noble says Nvidia is repeating Cisco's dot-com trap
George Noble, a former Fidelity investment fund manager, says Nvidia is heading down the same path as Cisco in the dot-com bust by backing customers who buy its AI hardware. He says Nvidia's roughly 8% weight in the S&P 500 is twice Cisco's share at the 2000 peak.
South Korea's Bae Kyung-hoon says AI data centre investment must not stop
Deputy Prime Minister Bae Kyung-hoon said South Korea must not halt or delay AI data centre investment amid fears of a global pullback, and that France and Canada may see US hesitation as an opportunity. He said long-term sentiment remains upward.
Menlo Ventures says 89% of US open-model spend goes to Chinese AI models
Menlo Ventures' 2026 enterprise AI report found 89% of US corporate spending on open-source models went to Chinese models, with Kimi at 61%, DeepSeek at 15% and GLM at 11%, First Financial reported.
AI
ChainCatcherAINeutral
Serenity says Anthropic's annualised revenue passed $80bn in October
Serenity, citing WSJ data, said Anthropic's annualised revenue run rate exceeded $80bn as of October, well above market expectations of about $70bn. Serenity said Anthropic should still delay its IPO, which could ease liquidity pressure on other AI firms amid a market liquidation wave.
Unitree and CNPC's Kunlun Manufacturing plan industrial embodied-AI robot joint venture
China National Petroleum Corp's Kunlun Manufacturing and its concert party Kunlun Capital plan a joint venture with Unitree and Beijing Fanjie Intelligent for industrial embodied-AI robot solutions, with Kunlun holding 60% and the other two 20% each. The merger review is open for public comment from 4 to 13 November 2026.
AI
Honor CEO Li Jian says future AI entry points arise at the moment of user intent
Honor CEO Li Jian told the 2026 Mobile Network Conference that the commercial logic is shifting to an 'intent economy' paid by results, with AI entry points arising when users form an intent. He said the industry must overcome shortages of intelligence, context and trust.
AI
Mira Network launches Sterling to verify model providers
Mira Network has launched Sterling, which tests model and provider outputs every two hours and publishes scores, routing requests only to verified providers. Claude, GPT and Gemini are supported, with DeepSeek and GLM to follow, and some models offered at up to 50% below list price, payable in USDC and MIRA tokens.
South Korea's finance ministry says no clear sign of AI chip demand shrinking
South Korea's Ministry of Economy and Finance met semiconductor experts after US midterm election worries over AI data centre regulation shook stock markets. Participants said medium- and long-term growth prospects for AI and chips remain intact, with no clear signal yet of shrinking AI investment or semiconductor demand.
AI
Charles Zhang says Sohu cannot afford to build large AI models
Sohu founder, chairman and CEO Charles Zhang told the Wuzhen summit of the World Internet Conference on 6 November that building large models requires resources Sohu cannot afford, calling its restrained AI stance a clear-headed choice. He said short dramas may prove a flash in the pan.
AI
ICM's Michael Krawietz says US tech giants likely to keep AI investment plans
ICM investment bank economist and portfolio manager Michael Krawietz said a real shift in US AI policy seems unlikely after Democratic election gains, so hyperscalers are expected to stick to their investment plans for now. He noted hyperscalers have become a distinct issuer group in the investment-grade bond market.
David Allen says AI sell-off stems from conflating tech promise with returns
David Allen, head of long-short strategy at Plato Investment Management, says investors are confusing AI's transformative potential with whether the investment pays off, as Nasdaq 100 stocks fell on bets Democrats will tighten AI regulation. Vihari Ross of Antipodes Partners says the sell-off reflects a reassessment of the funding, power and demand needed for the next phase.
Previous related news
- Ripple CEO Brad Garlinghouse says US needs clear digital-asset rules after midterms
- The Macro Paper says each $1 of Big Tech AI spending has coincided with $6.33 of market value lost
- Kobeissi Letter says persistent selling stood out in overnight rout
ING plans to sell $500m portfolio of data centre loans
ING plans to sell a portfolio of data centre loans worth about $500m, including a $25m loan tied to a large New Mexico data centre in the Stargate AI infrastructure project backed by OpenAI, SoftBank and Oracle. The bank is seeking buyers for 12 loans through competitive bids.
AI
Counterpoint says DRAM revenue neared $200bn in third quarter on AI demand
Counterpoint Research says DRAM revenue in the third quarter of 2026 was close to $200bn, about five times a year earlier, as AI accelerators and data centres drove demand and prices. Bit shipments rose only about 4%, with the market in a price-led supercycle, it says.
AI
Perplexity launches Teammates AI agents, with about 10,000 created internally in 30 days
Perplexity has launched Teammates, AI agents built on Perplexity Computer that take on roles, goals and permissions and track work over time. CEO Aravind Srinivas says about 10,000 were created internally in 30 days, 20 times the human headcount.
AI
DeepSeek Harness says daily active users passed 1.5m
DeepSeek Harness said its daily active users, counting those using its official API, reached 1.54m on 4 Nov, consuming about 92tn tokens a day. The seven-day average was 271,000 on 30 Sept and 429,000 on 7 Oct, it said.
Thinking Machines Lab said to raise $5bn at $40bn pre-money valuation
Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, is raising $5bn at a $40bn pre-money valuation, Business Insider reported, citing people familiar with the matter. The company also released its Inkling 2 Small model.
US lawmaker Yassamin Ansari calls for pause on advanced AI development
US Representative Yassamin Ansari, who represents Arizona's third district, said on X that the Democratic agenda should prioritise pausing advanced AI development, tightening regulation of the industry and banning superintelligence. Elon Musk replied 'It's a Brave New World', to which Ansari responded 'See you soon'.
METR says Anthropic's model progress has roughly doubled, with 80% of gains from AI
METR says Anthropic's benchmark capability progress over the past year was roughly equivalent to the previous two years, with the pace about 1.9 times faster since October 2025 on its AECI index. It spent about 11 weeks inside the company reviewing results, compute and research efficiency.
AI
Tom Lee says AI panic is overblown as Texas data centre policy clarified
BitMine chairman Tom Lee said pessimism about AI and its risks is exaggerated, after Texas governor-elect Gina Hinojosa said all currently licensed data centre projects can be completed. AI-related stocks sold off in the US and Asia.
Previous related news
See all 3 updates on Texas data centre policy comments
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