#Trend

AIOpenAI told investors it expects $50bn in revenue this year, about $20bn less than the $70bn it had signalled last month. The gap stems partly from comparing with Anthropic, which counts revenue sold through cloud partners such as AWS and Google Cloud, while OpenAI does not. The news weighed on US tech stocks, and OpenAI is in early talks to raise $30bn at a valuation of about $1.4tn.

AIOpenAI's GPT-6.1 Sol Ultrafast is rolling out in the API, Codex, and ChatGPT Work, running up to 8x faster than Sol Standard at $12/$60 per million tokens. StepFun's Step 5 Preview, a 600B-parameter MoE model with 27B active parameters, is now on OpenRouter, and JetBrains released the open 12B MoE coding model Mellum2.1 under Apache 2.0.

AIKingKong Technology has open-sourced the software stack for Jumper, a six-legged crab-style robot it designed, including its MuJoCo model, simulation scenes, reinforcement learning training and deployment tooling. Jumper has 22 degrees of freedom, measures about 400 by 400 by 200 mm, weighs about 1.8 kg and lists a maximum jump height of 400 mm or more. The mechanical CAD files, bill of materials, PCB designs and electrical schematics are not public, and RKNN inference on the real board has not yet been validated.

AIThe sixth installment of the seven-layer "Carbon-Silicon Dao Code: Cross-Domain Migration Governance Code" proposes a civilization-scale risk audit layer for detecting slow, irreversible disturbances from AI cross-domain migration.

AICurrent AI can quickly implement or replicate features, but clearly defining requirements and describing design is still missing, and the author expects this gap to persist. As requirements grow more abstract, humans may only specify goals and check results while agents handle implementation, leaving the software's logic layer as model-generated tokens.

AIToday AI, built by Teambition founder Qi Junyuan, launched its China version on September 24 and connects to Feishu, DingTalk, Tencent Docs and email. The author found it proactively sends morning and evening briefings and handles a single chat window across tasks, but struggled with misjudging task weight and gave confident yet wrong mod-installation instructions that cost an hour of testing.

AIChina's tech hardware shares are falling rapidly after strong gains earlier this year, as doubts over the global AI trade make high-valuation names especially vulnerable. The selloff reflects growing valuation concerns in the sector.

AIFranklin Templeton CEO Jenny Johnson said investing in artificial intelligence remains a durable long-term opportunity. She spoke with Bloomberg's Haslinda Amin on the sidelines of the 2026 Milken Institute Asia Summit.

AIGordon Brown argues that raising UK innovation intensity to Swedish or Japanese levels could leave every household £5,000 better off and add £150bn a year to national income. He says the UK leads in universities and research papers but struggles to scale startups, with three-quarters of venture capital coming from overseas.

AIMusician Grimes has announced a new album titled Psy Opera, described as AI-inspired. The announcement was shared via a Pitchfork article linking to the first song from the record.

AIQwen3.8-Max, Qwen3.8-Flash, and Wan3.0 are available free for a week on GMI Cloud, which is extending the offer by seven days and raising rate limits across all three models. GMI Cloud is also running a contest where three winners each receive $200 cash plus $200 in GMI credits for the most creative, most challenging, or most effort-driven projects built with Qwen or Wan.

AIAndrew Curran asks people not to mock mathematicians struggling through the current moment, arguing that everyone will eventually face a similar disruption in their own field. He suggests those who now mock them will later regret their words.

AIHuawei's OceanStor M900 and Nvidia's CMX move reusable inference KV cache into a shared storage tier, but no agreed SSD specification exists for it. A storage executive said endurance requirements for one design rose from 3 to 9 drive writes per day and could change again. Industry sources expect convergence to take 6 to 12 months, with another year for development and validation.

AISeema Shah, Chief Global Strategist at Principal Global Investors, discusses the AI capex cycle and its impact on investor sentiment. She spoke with Avril Hong on the sidelines of the Milken Institute Asia Summit in Singapore.

AIPeter Thiel, Palantir and Founders Fund co-founder, argued in $100-per-ticket Nashville lectures that government attempts to regulate AI are evil, according to recordings obtained by Politico. He attacked former President Barack Obama and Pope Leo XIV over AI, and criticized effective altruism as a belief system that could form a one-world government to stop AI progress. The article notes Thiel's wealth is heavily invested in AI, including a $418 million AI-focused portfolio at Thiel Macro LLC.

AIswyx says the going compensation package for this role at frontier agent labs is between $5M and $50M. The quoted post describes it as among the hardest roles to hire for, citing a small pool who combine trend awareness, creative taste, AI knowledge, and execution.

AIBloomberg Intelligence's Mandeep Singh says booming token growth indicates solid AI infrastructure demand, despite questions over OpenAI's revenue accounting. The source provides no further figures on token volumes or revenue.

AITessl argues that an AI-native organization collapses the handoff between people who own outcomes and the work itself, so product managers and designers can execute changes through agents. It says PR count and token spend are insufficient measures, and that merge rate better shows whether the new workflow is working. The article also says the boundary should follow decision authority, with engineers still owning architecture and data models.

AIAI DevCon New York, running November 2–4 at Industry City in Brooklyn, centers its program on software factories, the systems needed to make agentic development repeatable, trustworthy and scalable. The article argues that moving from one developer using an agent to an engineering organization requires layers covering context and skills, harnesses and tools, orchestration, verification and evaluation, and feedback.

AIGeoffrey Hinton proposed that AI companies must prove their products are safe to regulators before release, comparing the requirement to the FDA's drug approval process. He said such a requirement should apply to AI, noting that drug approval can cost around $1 billion, and warned that AI self-improvement is accelerating.

AIOf 1,933 IROS 2026 papers, Robot Learning/Embodied AI appears in about 809, while Navigation/Planning covers 564 and Perception/Vision 556. The article argues large models are being embedded into traditional planning, geometry, and control rather than replacing them. Vision-language-action models are shifting toward efficiency, 3D understanding, memory, and system integration.

AIHuawei launched the OceanStor M900 and Nvidia introduced CMX Context Memory Storage to manage inference KV Cache in tiered storage, reducing repeated computation on cache hits. Sources say SSD requirements for this workload are not standardized: some plans have moved from 3 DWPD to 9 DWPD, and the industry may need 6–12 months to reach a common product standard.

AIBASAL Intelligence, founded by Tsinghua AIR's first PhD graduate Li Jianxiong, has secured lead funding from Five Source Capital, with Ivy Capital, Linear Capital and WestSummit Capital participating. The company says it is betting on an action-native In-Context embodied foundation model that lets robots learn on site from a few human demonstrations and trial attempts within minutes, without retraining after a scene change.

AIQi An Xin ranked first in China's network information security market with 4.39 billion yuan in revenue in 2025, according to a CCID Consulting report on a 93.08 billion yuan market. The company also led the endpoint security, security management platform, and security services segments, with a 17.5% endpoint share and 18.3% security management platform share.

AIAt the Apsara Conference, Alibaba's Qwen team outlined a roadmap of Qwen4 followed by Qwen4.5 and Qwen5, aiming for 5T to 10T parameters. The article notes that Qwen3.8 reached 2.4T parameters and that Qwen3.8-Flash activates 6B parameters per inference while cutting training cost to one-ninth. It also describes Qwen3.8-Max running model-driven experiments in chip design and inference optimization, and multimodal updates including a video model slated for November.

AIA Chinese podcast transcript argues that Opus 5.5 makes code generation, game modding, and language migration much faster and cheaper. It cites examples such as game remakes, Photoshop clones, and ESP32 firmware projects, and says legal and open-source barriers are struggling to keep pace.

AIUS venture capital deal value reached a record $515.8 billion in the first nine months of 2026, driven largely by giant AI rounds for OpenAI and Anthropic, according to the PitchBook-NVCA Venture Monitor. Exit activity has not kept pace, with third-quarter exit value heavily dependent on SpaceX's $60 billion all-stock purchase of Anysphere, and IPOs remaining sparse.

AIA Financial Times report said OpenAI told prospective investors its annualized revenue was approaching $50 billion, about $20 billion below the $68 billion figure widely reported two months earlier. The gap is attributed to gross versus net revenue treatment, and the Nasdaq fell 1.25% as Oracle, Intel, Nvidia and CoreWeave declined. The report comes as OpenAI, valued at $852 billion, and Anthropic prepare for IPOs.

Why it matters: The article ties a revenue revision to market reaction and IPO valuations, showing how investor confidence in AI revenue figures can move tech stocks.

AIMany chief executives are handing AI responsibilities to others before fully grasping the technology, according to Fast Company. The article argues a CEO need not be a tech expert but must understand where AI can create value.

AIIMF Managing Director Kristalina Georgieva called on nations to urgently address AI regulation and debt curbing ahead of the IMF-World Bank meetings in Bangkok. The source provides no further detail on specific measures or timelines.

AIPresident Donald Trump is launching a new AI task force while balancing competing factions as he pursues American AI supremacy. The source text provided is brief and does not detail the task force's members, mandate, or policies.

AIThe FCC is considering loosening rules on political robocalls that use AI voices ahead of the midterms. Federal law currently bans most robocalls to cellphones unless the caller obtains prior consent.

AINASCAR says increased automation is helping it expand what it offers fans. The source provides no further details on specific tools, models, or figures.