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AI chip stocks tumble as Nasdaq posts its steepest drop since June
The Philadelphia Semiconductor Index fell 6.3% as Meta, Lam Research and CoreWeave earnings and debt worries renewed questions about AI spending.

SpaceX launches Grok partner network with more than 130 companies
Nvidia, Snowflake, Databricks, Apollo and Bain are among the launch partners helping enterprises deploy Grok and plug it into their existing tools.

Humain expands Nvidia deal with up to 84MW of AI compute in Saudi Arabia
The two-phase plan covers about 27,000 GPUs, moving from Blackwell B300 systems this quarter to Vera Rubin in 2027, with 50MW set aside for a US client.

Hackers used Claude and Grok agents to target 400 Latin American banks, Straiker says
Straiker says the CARLIY0S system ran Claude as a commander over Grok and Kimi sub-agents, and Anthropic has revoked the credential the group used.

Kevin Weil's Warp Sciences launches with $215M to speed up AI drug development
The former OpenAI product chief's startup came out of stealth at an $865M post-money valuation in a round led by Lightspeed.

Microsoft says Chinese hackers used ARTEX AI tool in ConnectWise breach
Storm-0940 used the open-source agentic framework to try more than 2,250 Microsoft 365 tenants at up to 2,900 sign-in attempts per minute.

Hugging Face releases Carbon-X, an open model that answers questions about DNA
The 14B Apache 2.0 model reads raw DNA in a chat prompt and scores within a point of GPT-6.1 Sol on DNA benchmarks.

Nokia's AI and cloud sales more than double as orders hit €1.5B
Sales to AI and cloud customers rose 126% to €631 million, and Nokia expects Optical and IP Networks to grow 25% to 30% in 2027.

Barclays to cut 5,000 jobs as AI drives cost reduction push
About 60% of the cuts hit support functions including developers, and roughly 1,000 roles are already gone, CFO Anna Cross said.

Palantir says neither it nor Washington can switch off NATO's Maven AI
Louis Mosley says customers have full operational control of the AI battlefield system after Starshield disruptions in Ukraine rattled European allies.

DeepSeek nears $15B funding round with CATL and Tencent as top backers
The roughly 100 billion yuan raise doubles DeepSeek's original 50 billion yuan target and pulls in more than 15 investors.

Mistral and Nvidia team up on AI engineering simulation and agent benchmarks
The partnership pairs Mistral Large 4 with Nvidia CUDA-X, Warp and Omniverse, and adds open benchmarks for AI agents doing CAE and chip-design work.

Enact Intelligence raises $30M pre-seed to give robots a sense of touch
The Zurich startup, founded in March, has backing from Yann LeCun and Arthur Mensch and is targeting small-batch factory assembly work.

GM brings a conversational OnStar AI assistant to the 2027 Cadillac Lyriq
The "Hey, OnStar" assistant arrives by over-the-air update in the coming months, with the Silverado and Sierra next and a new central computer due in 2028.

Two Google DeepMind researchers quit over Pentagon AI contracts
Research engineer Sofia Liguori left this week and Andreas Kirsch earlier in October; Google says its public-sector deals go through a set review process.

Anthropic adds continuous scanning and fix tracking to Claude Security
The Enterprise beta adds editable threat models, an API and an MCP connector, plus up to $25,000 a month in usage credits for two months.

Google brings Gemini to Maps on Apple CarPlay in the US
Drivers can tap a Gemini icon to ask multi-step questions, start toll-free routes and report traffic, the first voice assistant in Maps' CarPlay app.

Microsoft researchers use AI agents to help prove the 31-year-old KLS conjecture
Human-directed agents explored more than 100 candidate approaches; unguided AI runs with a similar token budget fell short, Microsoft says.

Nvidia lines up six suppliers to expand substrate, testing and optics capacity
IBIDEN and KYEC get capacity reservation advances, including $1.1B for new US testing sites, as Nvidia targets 2.5x more substrate capacity.

Railway pauses deployments after breach of customer environment variables
The cloud platform says the attack fits a pattern of intrusions aimed at AI inference providers and is telling every user to rotate API keys.

Nvidia unveils Agile ONE SN reference humanoid and ships Isaac Lab 3.0 at GTC Berlin
The Jetson Thor-powered research humanoid, built with Agile Robots, is due in early 2027 alongside new open robotics runtimes and datasets.

Recursive releases Flint, an open-weight coding model that runs on a laptop
The 40B mixture-of-experts model activates 2.5B parameters per token and ships under Apache 2.0, with weights on Hugging Face.

Meta narrows 2026 capex to $135B-$145B and plans nonvoting stock to fund AI
Q3 revenue rose 26% to $64.6 billion, but a $9.89 billion legal charge cut operating income 37% and capex outran operating cash flow.

Anthropic launches Claude Duet, a proactive Opus 5.5 agent for Pro and Max users
The research-preview agent runs on its own cloud computer, sends a morning brief, and asks before it sends, pays, signs or deletes anything.

LiteLLM attackers used stolen developer tokens to ship a credential stealer in 1.107.0
Malicious wheels sat on PyPI for about 1 hour 44 minutes and Docker Hub tags for 2 hours 34 minutes before the open-source LLM proxy pulled them.

Flapping Airplanes raises $1B at a $6B valuation to make AI training cheaper
Index Ventures and Lux Capital led the round for the year-old lab, which is rewriting low-level Nvidia GPU software to squeeze more out of each chip.

Wiz used Gemini 4 Argon to find PHP flaws that hit 70% of the web
The PHP2Shell bugs reach back to PHP 5.4 and allow unauthenticated code execution on WordPress, Drupal and Joomla; PHP shipped patches Wednesday.

OpenAI's GPT-Rosalind agents analyze a mouse brain CRISPR atlas in 32 minutes
Thousands of agents, each assigned one gene disruption, cited 700+ papers and produced leads human experts preferred 75% of the time over a single agent.

Coherence Neuro raises $45M from OpenAI fund and Founders Fund for brain tumor implants
The startup trains models on live tumor recordings to predict growth and plans its first chronic human trial in glioblastoma.

Demis Hassabis now expects AGI within two to three years
The Google DeepMind CEO pulls his forecast forward again, says he sees no insurmountable obstacles to curing cancer with AI, and warns against early regulation.
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