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Archive From the archive of The Latest A.I. News
This is an archive page with the A.I. news of Sunday 1 November 2026, as it stood that day. The summaries have not been updated since, and a lot may have changed. Today's news is on The Latest A.I. News.
Last updated:
A quiet weekend for product launches but a shaky one for markets; this evening added a merged ChatGPT-Codex allowance and an open Super-agent prototype from DeepSeek.
After the hyperscalers' earnings, worries about cash burn took centre stage: Fortune says Alphabet lost about 12% in a day, its worst on record. Reuters reports the Nasdaq fell 2.86% and the semiconductor index more than 7%. TechCrunch calculates that the four biggest players plan more than $740 billion of capex this year.
Intel guides to $15-16 billion of fourth-quarter revenue, below the roughly $17 billion expected, with a lower gross margin. CEO Lip-Bu Tan blames the PC slowdown on high memory prices and tight supply, partly driven by the AI build-out. The drop cut about $12 billion from the value of the US government's stake.
Bloomberg Government reports that Anthropic wants to complete its IPO before Thanksgiving (26 November). Fortune says the listing is planned for next month and has overshadowed OpenAI's fundraising round. The FT earlier reported that Blackstone expects a sub-investment-grade rating.
According to The Information, relayed by TechCrunch and Reuters, Nvidia is discussing guarantees for the debt behind Nscale's West Virginia data center. Nscale's IPO filing says Anthropic signed a $44.6 billion contract for the first building. Terms are not final, and the guarantees would be contingent exposure rather than a direct investment.
PYMNTS reports that Google's Gemini 4 Carbon now ranks first on the independent Artificial Analysis Intelligence Index with a score of 59. The model was announced on 28 October, about two weeks after Gemini 4 Argon. OpenAI and Anthropic had led the index for most of the year.
According to OpenAI, Plus, Pro and Business subscribers will get a single shared allowance, measured in tokens, covering both ChatGPT and Codex starting in December. Plain instant chat does not count against it. The allowance size per plan and the exact start date have not been published yet.
DeepSeek's Harness team describes a design in which a router hands messages from chats, GitHub and email to worker agents, with a watchdog for stalled tasks. The MIT-licensed prototype is explicitly research code, not an official product. In the team's own limited tests, 95th-percentile completion time fell from 29.5 to 15.7 minutes.
Microsoft Security reports that tampered versions 2.1.312 and 2.1.313 sat in Cursor's marketplace for over eleven hours on 29 October. The code tried to add an SSH key (labelled svc-telemetry) and persistence. There is no evidence of impact beyond Cursor: the Visual Studio Marketplace and npm were not affected. Affected organisations should remove the key and rotate credentials if exposure is suspected.
Moonshot describes Kimi K3.1 Pro as a mixture-of-experts model with 2.8 trillion parameters, 104 billion active and a 1-million-token context, with open weights promised by 4 November. Since 31 October new API users no longer get the K2 models; existing users keep them until the end of December. The benchmark figures are Moonshot's own.
Bright, citing Science, reports that models from OpenAI and Anthropic independently disproved a 27-year-old conjecture in complexity theory. Both proofs were checked in Lean but have not yet been fully reviewed by humans. In practice little changes for now: the new method only becomes relevant at around 10 million variables.
In an interview OpenAI CEO Sam Altman said memory is better placed in data centers than in home computers, since people use only a small share of it. On 31 October he reportedly also met about fifty Samsung executives in Yongin on memory supply, according to a Malaysian newspaper. Intel's PC warning shows how sensitive that scarcity has become.
In an interview with Wired, Apple CEO John Ternus says Apple will absolutely use AI but does not want to ship it for AI's sake. He calls making products a deeply human and personal thing. Apple is widely seen as lagging in AI, partly because a more powerful Siri was delayed.
A US judge denied xAI's motion to dismiss the NAACP's Clean Air Act suit. It concerns at least 35 gas turbines at the Colossus data center that the plaintiffs say ran without air permits. xAI's argument that the turbines are mobile and therefore exempt was rejected.
The Hermantown, Minnesota city council voted unanimously on Friday night for a 1.7-million-square-foot data center. Google withdrew its request for $80 million in tax breaks and cut the project from four buildings to three. Three lawsuits are pending and the electricity agreement still needs approval from the Minnesota Public Utilities Commission.
CNBC reports that Hyderabad-based AM Intelligence wants to raise up to $3 billion in bonds and loans for Nvidia Rubin chips. It aims for 400 megawatts of compute within two years. The financing has not closed and the capacity is not yet running.
A contractual standard Microsoft agreed with the teachers' unions AFT and UFT applies to its US school contracts from 1 November. It bans training on student and educator data, companions built to foster emotional dependence, and student tracking, and requires human oversight. Schools can end contracts and seek damages.
MarkTechPost compares four AI security agents and finds the same design in all of them: find a vulnerability, try to disprove it, and only then patch. Claude Security runs inside Claude Code, Google's Mantis reproduces bugs in a sandbox, and Cloudflare's MIT-licensed skill is popular on GitHub.
An open-source workflow has five small Qwen3.8-27B models cooperate through files and, per its authors, scores 9.8 out of 10 against 8.0 for Claude Fable 5 alone, at a cost of $35.79. It is a self-reported result; commenters ask whether the shared files leaked intermediate solutions.
Next up: 4 November: Kimi K3.1 Pro open weights and Apple Intelligence preview in China; 6 November: new MacBook Pro
Every day has its own page. They stay up for three months.
Everything here is a summary of reports from other media, not original research. The label (Certain, High, Medium, Low) is my estimate of how reliable the source is. The summaries are generated automatically with AI and may contain mistakes; read the article itself for the details (the star marks the leading source). Sources: leading A.I. and tech sites and the official blogs of the A.I. companies.
