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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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Wed 4 Nov
China academy and Huawei, Alibaba and Tencent back agent interoperability pact
Twenty organisations including the China Academy of Information and Communications Technology, Huawei, Alibaba, Tencent and Xiaomi released a self-discipline convention on AI agents, pledging shared infrastructure for agent registration, discovery and routing.
Chip equipment makers near completion of 2028 supply contracts
Applied Materials, ASML, Lam Research, Tokyo Electron and KLA are finalising 2028 equipment supply contracts, with some discussing 2029 orders, as AI infrastructure investment drives demand, Korean outlet The Elec reported on 3 Nov.
AI
ChainCatcherAINeutral
Anthropic launches IPO website with retail channels planned in several countries
Anthropic has launched ipo.anthropic.com, a sparse page reading 'More information to come', with regional paths for the US, UK, Canada, Australia and Japan. It plans retail share sales in Japan, the UK, Canada, Australia and parts of Europe, with Interactive Brokers, Revolut and SBI among participants; Japanese filings indicate an offering of up to about $3.5bn there.
Previous related news
- Whale shorts Anthropic pre-market contract on Hyperliquid and keeps adding
- Bitget to open Anthropic IPO subscription via USDT and USDGO
- Investors tell Anthropic IPO valuation should be $1.5tn-$1.6tn after tech selloff
AI
Wang Xingxing says 2027 likely to be a turning point for robotics
Unitree founder Wang Xingxing told the World Internet Conference Wuzhen summit that next year, 2027, will probably be a turning point for the robotics industry and robot models. He said embodied intelligence is close to a ChatGPT moment, but the physical world's final-millimetre alignment problem needs one to three more years.
Previous related news
- Wang Xingxing says Unitree will focus on robot brains and seek global partners
- Wang Xingxing says he fears wasting every day as Unitree bets on physical AI
- Wang Xingxing says aligning models with real robots is key challenge
AI
SK hynix's New York chip plant held up by US export limits, Reuters says
SK hynix wants to fund two NAND plants in Marcy, New York, partly by expanding output in Dalian, but US export licences for the equipment are pending. Its Solidigm unit plans to invest about $45bn, with long-term spending possibly reaching about $100bn.
Previous related news
See all 2 updates on Solidigm US chip plant plansAI
AMD's Su says AI chip revenue to overtake server CPU sales in Q4
AMD chief executive Lisa Su says data-centre AI chip revenue will surpass traditional server CPU revenue for the first time in the fourth quarter, with data-centre sales set to exceed 80% of revenue next year. She said AI agents are becoming the next killer app for cloud CPUs, while the PC market is expected to fall by double digits next year.
Previous related news
- AMD beats forecasts as AI chip demand lifts data centre revenue
- AMD raises fourth-quarter revenue outlook on AI chip demand; shares up 6% after hours
AI
ByteDance to restrict staff use of external AI tools such as Claude and Codex
ByteDance has issued new internal rules barring employees from using personal accounts on external AI tools such as Claude and Codex to reach company material, with external AI access blocked for all L4 code repositories and Feishu documents from this month. Hong Dingkun cited internal information security as a key reason.
AI
Nvidia's China customers expected to get 1% of RTX chip orders
Chinese AI developers expect to receive only a small fraction of the advanced Nvidia chips they ordered in the coming months, with buyers of $70bn of RTX chips expected to get just 1%, as Nvidia works to lift output.
Previous related news
See all 2 updates on Nvidia China RTX chip ordersAI
Cat Wu leaves Anthropic as Claude Code loses three key staff in two weeks
Cat Wu, product lead for Claude Code and Cowork, said she is leaving Anthropic. Engineers Thariq Shihipar and Anthony Morris, a Claude Code desktop developer, announced their departures on 24 October.
AI
Google Cloud and Nammu21 test blockchain automation for bank lending
Google Cloud has demonstrated technology combining AI and blockchain to automate syndicated corporate lending, bond transfers and interest payments, working with fintech firm Nammu21. The proof of concept used Google Cloud Universal Ledger and Nammu21's AI-based contract analysis.
Lightelligence files for A-share IPO coaching with Shanghai regulator
Lightelligence (1879.HK) submitted A-share IPO coaching registration to the Shanghai securities regulator, with Guotai Haitong as adviser. The optical interconnect and computing firm posted 2025 revenue of RMB 106m and a net loss of RMB 1.34bn.
AI
Apple Intelligence beta lets Alibaba's Qwen take on Siri tasks
Apple Intelligence opened for testing in the latest iOS developer beta, letting users call Alibaba's Qwen for text and image understanding and content generation in Siri, Writing Tools and Visual Intelligence. Users opt in and sign in via Apple or their Qwen account.
Previous related news
- Apple says Apple Intelligence will open for testing in China from 4 November with Alibaba's Qwen
- Cook says Apple Intelligence test version due in October with Qwen model
- Apple plans first China AI features in December, without new Siri
AI
Moffett AI raises nearly RMB 1bn in C+ round for inference chips
Shenzhen-based AI inference chip maker Moxi Artificial Intelligence (Moffett AI) has raised nearly RMB 1bn in a C+ round from investors including Renai Capital and Haitang Fund. The funds will go to software and hardware upgrades and next-generation chip research.
AI
Goldman Sachs limits traders' and bankers' use of some AI coding tools
Goldman Sachs has restricted most staff from advanced AI coding tools after weighing productivity against risk management, narrowing access to Anthropic's Claude Code and Microsoft's GitHub to engineers. Some traders who used the tools to monitor client flows and model markets are unhappy with the change.
Previous related news
See all 2 updates on Goldman Sachs AI coding tool restrictionsAI
Agent payments stall as every party in the chain holds a veto
Consumer AI agents are growing quickly, but card payment systems for business-to-consumer use are not ready for them. Stripe wants to build a payment network bypassing Visa and Mastercard, yet parties across protocols, wallets and checkout each hold a veto.
AI
Alibaba tests Looogen AI film-making platform with local agent
Alibaba is testing Looogen, an AI film and short-drama production platform positioned as a local agent that handles script breakdown, shot design, character and scene asset generation, dubbing, music and final cuts through conversation. It runs as a desktop client on Windows and macOS, keeps all sessions and outputs on the local device, and supports private deployment and users' own model channels.
AI
Tue 3 Nov
SMCI rises 11.8% in 24 hours to $34.81
SMCI gained 11.8% over 24 hours and was trading at $34.81, according to MSX.COM data.
Previous related news
See all 2 updates on SMCI share price movesAnthropic posts Q3 operating loss after cutting AI model prices
Anthropic swung to an operating loss in the third quarter after cutting prices for its AI models as cost pressure built.
Previous related news
See all 2 updates on Anthropic Q3 2026 resultsAI
BloomingbitAINeutral
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