AI

A report by The Information claims that the world’s biggest chipmaker is considering adding memory back into its portfolio, starting with next-generation 3D DRAM.

For your “is that a bubble popping?” Bingo cards: Bloomberg reports that Microsoft is reconsidering deals to rent server capacity from “neoclouds” to power its AI efforts, and has been turning off rented capacity from Oracle since declining to renew a 2023 deal.

It says it used an upcoming cyber model to autonomously scan the latest Linux kernel as of “mid-October 2026.” OpenAI’s system also generated patches for the bugs, and it says a human researcher reviewed them.

The comments, made in an interview with Yahoo Finance, come after the chipmaker reported its “largest and most profitable” quarter in history. Su expects AMD’s data center business to grow 50 percent from Q3 to Q4, calling the growth a “testament to how important computing is” to the AI boom.

Today I was on the phone with someone who suggested maybe the AI bubble was bursting and that was what was going on with AI stocks. Well, maybe! I don’t know! I’ve seen a lot of attempts to explain why the market was up yesterday and is down today and this is the best one of the bunch.

Among other findings, METR says that Anthropic is “likely improving the capabilities of their models on well-specified tasks at around twice the rate they did between March 2024 and October 2025,” “likely” thanks to the “extensive” use of AI for R&D.

The new version of Google’s video generation model allows you to generate clips at a specific length, from three to 15 seconds. Google says Omni 1.2 Flash can also make edits to a video without re-generating the entire clip, and is better at generating scenes with continuous camera movements and “natural-sounding” dialogue.

In a 20-minute video, Mark Brown of Game Maker’s Toolkit walks through his feelings over a Claude Code-made clone of his own Word Play game. He’s more even-keeled than I would be about Claude replicating something he made over the course of seven months in just twelve minutes.

The deal, Anthropic’s first with a publication, was struck ahead of the midterms, Adweek reports. Thanks to the deal, if you “opened Claude on Election Night and asked it for an update on the latest polling data, you would have been treated to a novel sight: up-the-minute information, provided by and attributed to the Associated Press,” according to the publication.

First, xAI spent $60 billion on Cursor, and now Meta picked up Conductor for an undisclosed amount, as reported previously by Axios, as they all compete with the likes of Anthropic’s Claude Code and OpenAI’s Codex.

The company dropped daily caps from $300 to $200 for engineers and is planning additional reductions, Bloomberg reports.

After clamping down on AI video game clones amid the bigger influx of reverse-engineered games, the company is adjusting its approach to try and discourage straight-up copies:

LA recently decided to move forward with installing hundreds of Axon’s ALPRs after it cut ties with the scandal-plagued Flock. Now Axon is facing a class action suit, suggesting people’s problem is less with Flock specifically and more with the AI-powered surveillance state in general. According to Reuters:

AI data center projects are continuing to pop up across the US, with frequent opposition from locals concerned about their impact. Here are a few recent articles about the projects:

Xiaomi posted a time-lapse video on X of two of its humanoid robots working a full shift at a sorting station in an auto factory. Not sure why, but something about losing a job to a humanoid robot seems much more dystopian than losing it to a giant industrial machine.