AI news

Meta plans to raise up to $95 billion in equity to fund AI infrastructure and personal superintelligence

Meta said on Oct 26 it launched about $35 billion of underwritten offerings: $22.5 billion of Class A stock via forward sale agreements and about $12.5 billion of mandatory convertible preferred depositary shares. It plans a roughly $60 billion at-the-market program once Class C stock trades, about $95 billion in all. Nvidia, AMD and Broadcom indicated non-binding interest in up to $5 billion.

Why it matters: Meta expects 2026 capex of $135B-$145B; the raise funds AI infrastructure and products such as its Muse agent. The $60B ATM program has no agreement yet, and its size and timing are not set.

Funding & companies

Xiaomi innovation team shows HachimoDock, a ~150-yuan DIY desktop AI device with public source

HachimoDock, a desktop AI device incubated by a Xiaomi technology-committee team, was shown at the Guancha conference on Oct 26. It shows the status of coding agents such as Codex and WorkBuddy as a desk pet, takes voice commands and links to Xiaomi Miloco for smart-home control. Code, BOM and build guides are public on GitHub; a build costs about 150 yuan. License: non-commercial only.

Why it matters: A cheap, self-buildable desk device for monitoring and steering coding agents; its source is public but the license bars commercial use.

Open sourceoriginally

Moonshot apologizes for Kimi K3.1 Pro rate limits, resets 25% of every subscriber's monthly quota

Moonshot AI's Kimi apologized on Oct 26 for rate limiting and unnecessary quota use on its K3.1 Pro subscription plan, calling the issues its own. Every active subscriber gets a one-time reset restoring 25% of the monthly quota (about a week of use); usage below 25% resets to zero. Kimi also says it is cutting unnecessary sub-agent calls and output length.

Why it matters: K3.1 Pro launched on Oct 24, and two days later Kimi had to publicly compensate subscribers, a sign of the compute and cost strain of serving a very large model on flat plans; fewer sub-agent calls may change long-task behavior.

Product updatesoriginally

SpaceX commits to a roughly $40 billion GPU finance lease with an Apollo-managed entity, with leases set to start in the first half of 2027

SpaceX's Oct. 26 8-K says it signed a binding commitment on Oct. 24 for a master finance lease: an Apollo-managed entity will buy GPUs and related equipment and lease them to SpaceX in tranches of about 5 to 5.25 years, for about $40 billion in principal. Closing is expected by year-end; leases start in H1 2027. Apollo and Goldman Sachs lead the financing; Goldman is sole structuring agent.

Why it matters: SpaceX says the lease will fund NVIDIA Vera Rubin chips. Its AI segment brought in $7.6 billion of $14.6 billion in Q3 revenue, and the CFO expects $35–40 billion in Q4 capex. Musk also predicted a neocloud shakeout, his own view.

Funding & companiesoriginally

Wiz details Gheist, a campaign using stolen GitHub tokens to plant secret-dumping workflows in private and enterprise repos

Wiz Research says it has tracked Gheist since Sept. 15: stolen tokens push a sync-check workflow to every reachable repo, print secrets base32-encoded to evade log masking, then pull the log and delete the run. It found over 13,500 planted branches from 850+ accounts. GitHub's approval hold blocked public-repo runs, but private repos and GitHub Enterprise saw successful exploitation.

Why it matters: A self-hosted-runner variant hunts 31 token formats, including Anthropic, Hugging Face, Groq and NVIDIA keys. Wiz advises hunting ci-sync- branches and rotating every secret exposed to affected repos.

Researchoriginally

Kimi Code 2.3.2 makes single-agent the default; subagents and Agent Swarm now need explicit opt-in

Kimi Code CLI 2.3.2 changes its defaults: the agent now handles tasks itself instead of proactively spawning subagents, and delegation must be requested in the prompt, AGENTS.md, a skill or a multi-agent mode. The agent can no longer launch AgentSwarm on its own; swarms run only when the user turns on swarm mode, so they are unavailable in headless kimi -p runs and ACP clients such as Zed.

Why it matters: Automatic fan-out can turn one prompt into many concurrent model calls. Opt-in delegation makes token use more predictable, but workflows that relied on automatic swarms need explicit instructions.

Product updatesoriginally

Official MCP servers v2.1.0 patches eight vulnerabilities in the filesystem, fetch and everything servers

The modelcontextprotocol/servers project released v2.1.0 with fixes for eight advisories: symlink and path-check gaps in the filesystem server (only partly fixed on Windows), cross-origin access to the everything server's HTTP/SSE transports, and SSRF bypasses in fetch via IDNA host names and NAT64 addresses. Upgrade filesystem and everything to 2.0.1 and mcp-server-fetch to 2026.10.24.

Why it matters: These reference servers are widely wired into AI assistants with local file and network access. Package managers rank 2.0.1 below old date-based versions, so users on those versions must install 2.0.1 explicitly.

Open sourceoriginally

BeNice! paper: KV-cache sharing across loops in looped Transformers cuts GPU memory by 66.2% on a 1.3B model

alphaXiv@askalphaxiv
"BeNice! Closing Looping’s Inference-Memory Gap via KV-Sharing" Looped Transformers reuse the same layers multiple times to improve performance without adding parameters, but their KV-cache memory still grows with every loop. This paper proposes a training method that lets different loops reuse the same KV-cache without losing accuracy, by combining stochastic-depth pretraining with a fine-tuning objective that makes earlier loops compatible with the final loop's cache. On a 1.3B model, KV-sharing reduces total GPU memory usage by 66.2% in a tested configuration. In simulated long-context workloads, it also improves throughput by up to 23.6% and reduces 90pt time-to-first-token by 83.6%, while preserving model quality. alphaxiv.org/abs/2610.31633
Shared postoriginally

NVIDIA paper AW-0 jointly generates skill code, future video frames and robot actions, reaching 50.7% average success on RoboTwin 2.0

alphaXiv@askalphaxiv
"Agentic World Action Models" What if robots could write their own code to plan actions, while also predicting how the physical world will respond? NVIDIA's new AW-0 combines three capabilities in one model: generating reusable skill programs, predicting future video frames, and producing robot actions. All three are generated together, which enables code-based planning to guide physical execution. On RoboTwin 2.0, AW-0 achieves 50.7% average success, compared to 41.3% for π0.5. Across eight real-world manipulation tasks, it scores 71.1% vs 46.0% for the strongest baseline, including tasks like folding towels and solving a Rubik's Cube. alphaxiv.org/abs/2610.30136
Shared postoriginally

LlamaIndex publishes a 37-page technical report on OCRia-1, its document-parsing model

On Oct 22 LlamaIndex released a 37-page technical report on OCRia-1, a 4B-parameter document-parsing VLM. It reports a mean ParseBench score of 0.87 across four dimensions, against 0.75 for the next-best system. On one B200 GPU it decodes about 4,700 tokens/s on a single request; its per-request decoding speed is 3.4x and 2.0x that of the next-fastest rival at one and eight concurrent requests.

Why it matters: LlamaIndex published a 37-page OCRia-1 technical report with multi-benchmark comparisons against major open-weight OCR models and details of its data and training pipeline.

Researchoriginally

ArtCraft, an open-source tool for posing characters, props and cameras in 3D before AI image and video generation

Gorden Sun@Gorden_Sun

Translated from Chinese

AI images never get the pose right? An open-source tool lets you pose them yourself AI images keep getting poses wrong and things in the wrong place? ArtCraft lets you first set up characters, props and the camera in 3D, then has AI draw the image and generate the video. Github: github.com/storytold/artcraft
Shared postoriginally

Nanbeige, from BOSS Zhipin, open-sources the Nanbeige4.3-33B dense model with 512K context

SuSu_酥酥👅@NFT_Chen

Translated from Chinese

😱 Unbeatable! A 30B-class open-source agent pushed to the ceiling! Nanbeige4.3-33B is officially live! It outperforms Qwen-3.8 27B! It achieves SOTA agent performance among open-source models of about 30B parameters, crushing complex coding and professional collaboration tasks across the board. It is both a ready-to-use strong teacher model and can be plugged into real agent frameworks at low cost to get work done. What makes it great: 🔹Terminal-Bench 2.1 80.9 / 4.0 23.8 / DeepSWE 65.5, leading Qwen3.8-27B and others by a wide margin on several coding agent benchmarks 🔹Leads across collaboration tasks such as Automation Bench, JobBench and DeepPlanning, covering real workplace scenarios in many industries 🔹512K ultra-long context + cost-efficient inference, usable directly as a teacher to distill later small models such as Nanbeige4.3-3B How to use it: 1️⃣Go straight to HF to download the model: huggingface.co/Nanbeige/Nanbeig… 2️⃣Load with Transformers (trust_remote_code=True), enable enable_thinking in the chat template (for agent scenarios, preserve_thinking=True is recommended) 3️⃣Recommended deployment: vLLM / SGLang + --reasoning-parser qwen3 --tool-call-parser qwen3_coder; for agent tasks temp=1.0, top_p=0.95 4️⃣Plug it into your agent framework (OpenClaw or any mainstream harness works) and start on real tasks #LLM #Agent #开源模型 #Nanbeige #AgenticAI #30B模型 #Qwen3827B
Shared postoriginally

r/opensource bans AI-related projects under new posting rules, sparking community backlash

Moderators of Reddit's r/opensource posted rules saying projects that use AI, are made by AI or are built for AI are no longer welcome. Promoted projects must also be a year old, actively maintained and have multiple contributors; maintainer requests are no longer accepted and posters must use English. The rules drew heavy pushback and a rival r/trueopensource.

Why it matters: The subreddit is a common launch venue for open-source projects, so the rules shut out new solo and AI-assisted projects. Critics note even the Linux kernel now contains AI-generated code, making the line hard to draw.

Open sourceoriginally

Infinigence AI and Three-Body Universe launch 'Sophon Agent 1.0', a character chatbot based on The Three-Body Problem

On Oct. 25 in Beijing, Infinigence AI and Three-Body Universe announced a partnership and released Sophon Agent 1.0, modeled on Sophon, administrator of mini-universe 637 in The Three-Body Problem, with multi-turn chat and cross-session memory. Three-Body Universe handles lore and persona; Infinigence builds it on its AgentWorks and Infini Memory, plus multi-agent checks for character consistency.

Why it matters: A major sci-fi IP is turning a character into a long-term interactive agent, as an AI infrastructure firm moves into agent tooling. Infinigence's claims of 51.5% lower first-token latency and 37.5% lower per-token cost are self-reported.

Funding & companies

OpenBMB presents a systematic study of edge-cloud collaboration for long-horizon agents (EC²-Bench)

OpenBMB@OpenBMB
When should the cloud execute for the edge agent, and when should it just advise? We present a systematic study of edge-cloud collaboration in long-horizon agent execution. Using EC²-Bench, we evaluate four collaboration strategies across 128 executable tasks, jointly measuring task completion, resource cost, and privacy exposure. Here are three key findings: 1️⃣ Small cloud budget, big gains.(cost-efficiency). With Qwen3.5-9B on-device and GLM-5.3 in the cloud, edge-only scores 39.12; the best collaboration reaches 60.46 — about 73% of cloud-only (82.70) — at only $8.73, roughly 15% of cloud-only's $56.42. 2️⃣ Performance converges, privacy doesn't. On Qwen3.7-Plus, best collaboration hits 76.84 vs 82.70 cloud-only; strategy gaps shrink to just 3.67 completion points, yet privacy exposure spans 66.23 percentage points — and the best-performing strategy leaks the most. 3️⃣ The mode flips with edge capability. Weak edges do best with an external router that lets the cloud execute (2B…
Shared postoriginally

Explainer: the 'predictive closure' view in JEPA research

Turing Post (Ksenia Se)@TheTuringPost
JEPA learns what to keep from what it sees, and uses that to predict what comes next. But what about the details it can’t predict? Wouldn’t it be easier for the model to drop them? Look at this example Imagine a traffic light that changes color randomly. Its next color is unpredictable, but its current color helps predict whether a cyclist will stop or move. If we drop the light, the cyclist becomes harder to predict. ▪️ A recent research call this set-level view "predictive closure:" A feature’s value depends on its relationships with the other features the model represents. Keeping the light makes the cyclist easier to predict, but adds an unpredictable color to the model’s targets. Dropping it removes that target, but loses a useful clue. The researchers separate these two costs: 1. Aleatoric uncertainty: what remains uncertain even with the full current observation, like the light’s next random color. 2. Predictive leakage: useful information available in the observation bu…
Shared postoriginally

Research: two full LLM rewrites of their own agent harness raise held-out scores by 2.8 points

elvis@omarsar0
Can LLMs improve their own harness? Self-improving harnesses are a hot topic. And one interesting question is whether LLMs can generate and improve them on their own. They find that two full rewrites of the harness raise held-out scores by only 2.80 points, and the 95% interval crosses zero. Each frontier model writes a complete harness from a fixed coding bootstrap, plays five development games through it, and then rewrites its whole codebase twice. Every version is scored on 20 games that never influence the rewrites. Across 27 lineages, first harnesses range from zero to near-ceiling. The revisions add very little. Gains on the development games overstate the held-out gains, and revisions that cut inference cost often lower the score. Human-steered systems still score higher on the same games, so better designs exist. The models just do not find them reliably on their own yet. arxiv.org/abs/2610.30499 Chat with Paper: academy.dair.ai/papers/can-llms…
Shared postoriginally

Research: coding agents choose skill granularity at runtime with fallback to primitive tool calls

DAIR.AI@dair_ai
Nice work on using skills more effectively for coding agents. (bookmark it) In this work, researchers treat skill granularity as a runtime decision. For each task, the agent can use primitive tool calls, a macro skill, or a macro skill that falls back to primitive steps when it fails. Fixed macro execution is efficient when the skill fits and brittle when it does not. The controller picks the level from task structure, execution state, and earlier macro failures, and a finite-state executor handles the fallback as an explicit transition instead of an informal retry. In a 12-task routing study, a learned router reaches 100% success where a hand-written heuristic fails. With macro-to-micro fallback, the agent recovers controlled macro failures that fixed granularity leaves unresolved. arxiv.org/abs/2610.31461 Chat with Paper: academy.dair.ai/papers/adaptive…
Shared postoriginally

Moonshot launches Kimi K3.1 Pro and deliberately weakens its hacking ability

Moonshot AI released Kimi K3.1 Pro, a post-trained K3 with a 1M-token context, on Kimi.ai, Kimi Work, Kimi Code and the API, with open weights promised by Nov. 4. It reports 65.7% on Terminal-Bench 4.0 and an internal hallucination rate cut from 23.4% to 8.3%. It removed offensive-security training data: on xdev-bench-hard the release scores 81.0% versus 90.5% unfiltered.

Why it matters: Moonshot is openly trading away some capability to reduce offensive cyber skills, addressing a core worry about releasing open weights. All benchmark numbers are self-reported and not yet independently verified.

Modelsoriginally

Tencent's WorkBuddy adds Moonshot's Kimi K3.1 Pro, including a faster Highspeed variant

Tencent's workplace agent WorkBuddy said on Oct 24 it now offers Moonshot AI's new Kimi-K3.1-Pro with a 1M-token context window, plus a Highspeed variant Tencent says matches its intelligence at roughly 2-3x the output speed. Citing tight capacity, access goes first to enterprise flagship and individual paid subscribers. The speed figures are Tencent's own claim.

Why it matters: Kimi K3.1 Pro landing in a Tencent product days after launch shows large platforms such as Tencent will ship rivals' models in their own apps, while the tiered rollout points to the compute cost of long-context inference.

Product updatesoriginally

Amazon's Jassy says AWS capacity is sold out for 2026 and largely spoken for in 2027

Amazon CEO Andy Jassy said on an a16z podcast that AWS capacity is sold out for this year, largely committed for 2027 and a good chunk of 2028 is already sold, while some capacity is held back for on-demand EC2 and Bedrock. Amazon expects roughly $220 billion in capital spending this year and reports third-quarter results on Oct. 29.

Why it matters: With investors questioning AI spending, the largest cloud provider is signalling demand well ahead of supply, which will frame next week's big-tech earnings and the capex debate.

Funding & companiesoriginally

WeCom says a hacked third-party add-on made business accounts send porn spam; affected accounts forced offline

On Oct. 24, WeCom accounts tied to several brands were seen sending suspected porn-spam links to customers. The WeCom security team said a third-party add-on service had been compromised, hitting accounts that used it. It forced those accounts offline, blocked the links, and said it will keep removing multi-login and bulk-control tools and penalize users.

Why it matters: Many businesses plug unofficial automation tools into WeCom; once one is breached, attackers can message customers under trusted brand accounts, a reminder to audit third-party add-ons that touch account and customer data.

Product updatesoriginally

Firecrawl Alexandria adds fantasy basketball data

Firecrawl says fantasy basketball data is now live in Alexandria, giving ChatGPT or Claude projections, expert rankings, injury updates and news for every NBA player via the Firecrawl plugin.

Why it matters: Firecrawl's Alexandria catalog adds NBA fantasy basketball data, so ChatGPT or Claude can pull player projections, rankings, injuries and news via the Firecrawl plugin.

Product updatesoriginally

Bun publishes three security advisories, all fixed in Bun 1.4.4

Bun disclosed three security advisories affecting Bun 1.4.3 and earlier: compromised eMudhra certificates, a brotli decoder bug known as HTTP2Shell, and the HTTP/3 "Header Accordions" attack. All three are fixed in Bun 1.4.4. The team asks users to run `bun upgrade` and to rebuild anything made with `bun build --compile`.

Why it matters: Bun 1.4.3 and earlier have three security issues (certificates, a brotli out-of-bounds write, an HTTP/3 attack); 1.4.4 fixes them, so users should upgrade and rebuild bun build --compile output.

Product updatesoriginally

Ollama adds NVIDIA's Nemotron 3.5 Bolt E4B for local use

The Ollama library now carries nemotron-3.5-bolt:e4b, a 7.2–7.9 GB download with a 128K context window that takes text and images and supports tool calls. NVIDIA post-trained it from Gemma 4 E4B (8B parameters, 4B effective) for local assistants; run it with `ollama run nemotron-3.5-bolt:e4b`. The "4GB" in Ollama's post is part of NVIDIA's model name, not the download size.

Why it matters: NVIDIA's 4GB small open model Nemotron 3.5 Bolt E4B now runs locally on Ollama, aimed at local assistants, conversational characters and robots that use tools.

Modelsoriginally