#行业动态

Ghost in the machine: how AI is haunting the search for the supernatural

Ghost hunters Amy Waine and Jarrad Cutting describe their app GhostTube Seer, which assigns phone sensor signals to words and runs them through an image generator, as "the world's first AI Ghost Hunting tool"; it requires a paid monthly subscription and has more than 1m downloads according to its Google Play listing. Paranormal researcher Alex Matsuo questions what data such tools are trained on to determine what a ghost is and raises ethical concerns about copyrighted art and "paranormal echo chambers," while other enthusiasts embrace AI, including Sean Austin's Spirit Phone Innovations app for analyzing audio signals to detect EVP. The article also notes that r/Nosleep has implemented a strict policy against AI-generated material and that a former Pennsylvania asylum turned haunted house was sold to a datacenter developer in late 2025 before local residents successfully blocked the teardown in May.

The AI boom spawns job market for data-center liaisons

A Semafor analysis found that hyperscalers, AI labs, and data-center developers are advertising six-figure roles for policy specialists who can win over local communities where data centers are planned. Microsoft seeks people to lead messaging and community relations for its data center buildout, while Google's "data center strategic negotiator" applicants should be ready to "deploy on short notice to contested municipal hearings, planning commissions, and community town halls to counter misinformation." Anthropic advertises a salary floor of $265,000 for people willing to spend half their time traveling in increasingly hostile territory.

Chinese markets lose trillions as race for AI supremacy with US takes its toll

China's stock markets have lost about $2.4tn since May, with the STAR 50 Index down 40% since June, as AI stocks make up over 40% of stock market value in China and Hong Kong, according to Bloomberg and Goldman Sachs. Weak consumer demand, thin profit margins, US rate rises and Western restrictions on Chinese technology are driving the sell-off, while a 60bn yuan state-backed AI fund began investing this month. Unitree's shares have halved since trading began in August, and no major Chinese AI IPOs are on the horizon as Anthropic prepares a planned listing.

Wikimedia Foundation Tries to Save Itself by Brokering AI Copyright Deal

A Gizmodo article reports that the Wikimedia Foundation is attempting to broker an AI copyright deal. The item was submitted to Hacker News, where it had 7 points and no comments.

How AI may drive union-resistant tech workers to the bargaining table

Tech workers at companies including Google DeepMind and Meta in the UK are attempting to unionize amid AI-related layoffs, increased workloads and concerns over how AI products are used, with the Alphabet Workers Union reporting that total union actions at Alphabet doubled in 2025 from the year prior. The article notes that AI's workplace effects are not unique to software companies, citing a University of California IT worker survey in which 65% reported taking on more work due to a vacant position and only 22% felt secure in their jobs, and points to contracts at ZeniMax and Kickstarter that included AI-related protections.

How We Took Over ChatGPT Accounts

Parameter Labs described an exploit chain against ChatGPT's HTML preview artifacts: the MathLive virtual keyboard's postMessage handler used innerHTML, letting a sandboxed iframe inject an unsandboxed iframe, and YouTube's oEmbed endpoint reflected JavaScript past CSP, enabling script execution to fetch and exfiltrate private user data via a shared ChatGPT URL. OpenAI fixed the issue and paid a $5,000 bug bounty.

Computer Science Programs Lose Students as AI Replaces Jobs

Computer and information science departments at US colleges saw an exodus of students this fall, with enrollment declining more than 12% for undergraduate programs and more than 10% for graduate programs. The losses build on last year's drop, which reversed years of growth for computer science programs, according to preliminary fall enrollment data from the National Student Clearinghouse released Thursday.

Critical Software is rebuilding itself around AI (200 ppl being layed off)

Critical Software co-founder and chairman Gonçalo Quadros told Lusa that the Coimbra company is being "refounded" around AI, with routine testing and code production now handled by machines, and acknowledged that "some people" were let go without giving a number. He said the company will keep developing technology for critical systems in aviation, aerospace and automotive, which must still be designed, verified and validated by humans, and suggested AI could multiply its productive capacity ten-fold. Quadros also warned about the race among big AI developers, saying that if machines reached recursive self-improvement and control were lost, "we may be on the edge of the abyss."

Judge allows NAACP lawsuit over xAI data center pollution to move forward

A federal judge denied xAI's motion to dismiss an NAACP lawsuit alleging the company installed and operated at least 35 combustion turbines at its Colossus data center near Memphis without required preconstruction or operating air permits, in violation of the Clean Air Act. Judge Debra M. Brown rejected xAI's arguments that the turbines are exempt as mobile sources and that the plaintiffs lacked standing, writing that citizen suit plaintiffs sue on their own behalf and are not exercising federal executive power. The NAACP called the ruling another important victory in holding xAI accountable.

People are the hard part of AI

Proton's CTO wrote an internal AI manifesto arguing AI is not the death of good engineering and that the next bottlenecks are human steps like design, approvals, specs and code review, but 404 Media reporting describes fear and pushback inside the company, including CEO Andy Yen calling a request to pentest new code "loser thinking." The piece contrasts this with the roughly $6.3 billion Binance crypto theft, which early findings say may have involved a compromised DevOps engineer's laptop. It argues leaders must fund retooling company-wide, measure bottlenecks rather than AI line counts, keep security review fast, and make it safe to raise concerns.

Anthropic's watermark rollout leaves a loophole on two older Claude models

Anthropic is extending its text watermark to Claude Mythos 5, Claude Opus 4.7, Claude Opus 4.6, and Claude Sonnet 4.6, with the rollout on Amazon Bedrock possibly taking a few extra days. On Claude Opus 4.6 and Claude Sonnet 4.6 the watermark applies only when the temperature, top_p, and top_k sampling parameters are left at their defaults, so a minor tweak to any one of them is enough to dodge it. Anthropic cites the EU AI Act's December deadline as the reason for watermarking older models, and says the mark adds no extra characters or tokens and does not affect pricing or request and response formats.

Ask HN: Has Google started cleaning their search results from AI slop?

An indie developer reports that impressions and clicks on two personal projects dropped from roughly 500-700 impressions and 10-15 clicks daily to almost zero in one day, and says research pointed to a Google anti-spam policy change around Oct 26 that removed many links from the index. They ask how many indie hackers and SEO-focused builders were affected, since many young products depend on search traffic, and whether this is temporary or signals higher quality expectations from search engines.

AI-Run Companies Are Coming. Delaware Wants to Get Ahead of Them

Delaware officials, led by Secretary of State Charuni Patibanda-Sanchez and Norm Ai founder John Nay, are proposing a new "artificial intelligence company" (AIC) structure granting independent legal personhood, asset ownership, litigation rights and a liability shield for owners, with a 30-month sandbox that recently cleared a legislative subcommittee and could start as soon as next year. Supporters argue legal infrastructure for autonomous commerce is needed now, while critics such as Penn law professor David Hoffman call it "a solution in search of a problem" that outsources liability.

Cheaper AI inference is making it harder to profit from renting out compute

Darkbloom, a decentralized AI inference network that sells spare compute capacity from Macs, told members to expect lower revenues as token prices keep falling. The Register reported that Anthropic's price per million tokens fell 77% in under five months, to $0.62 in October 2026 from $2.65 in May.

Amazon sends chills through its workforce with mixed message memo about AI use

The Register reports on an Amazon memo about AI use that sent mixed messages to its workforce, with the article attributed to Corey Quinn. The piece is dated October 31, 2026, and drew 20 points and 8 comments on Hacker News.

OpenAI plans to train models on Daybreak Blue cybersecurity session data that was previously off-limits

Starting November 29, OpenAI will use Daybreak Blue session data to train its models, according to an email to Trusted Access program members; this data was previously excluded from training even when users had the "improve the model for everyone" setting turned off. After swift backlash, OpenAI sent a second email promising a separate opt-out, while interactions flagged during safety reviews can still be used for safety purposes. Researchers worry about a repeat of the Buckmaster-Alpöge case, in which mathematicians Tristan Buckmaster and Levent Alpöge uploaded Navier-Stokes equation drafts to OpenAI's Codex and OpenAI soon presented its own proof but denied using their inputs for training.

OpenAI reportedly lowers funding target for new round

OpenAI has lowered its funding target for its latest round to $20 billion, down from earlier reports of $30 billion at a $1.4 trillion valuation and then a $1.25 trillion valuation, according to The Financial Times. The round will be led by a group of investors from the United Arab Emirates, with a subsequent retail offering for wealthy individuals potentially bringing the total to $20 billion. The Wall Street Journal reported that OpenAI has secured $11 billion so far and that fundraising met a "tepid" response from some large investors.

Photo Studios Are Closing as the Fashion Industry Embraces Generative AI

A PetaPixel article reports that photo studios are closing as the fashion industry adopts generative AI. The item links to the article and to a Hacker News discussion thread with 4 points and no comments.

Goldman says AI layoffs are leaving 'long-lasting' scar, like the last 40 years

Goldman Sachs economist Pierfrancesco Mei found that US workers displaced from AI-exposed jobs since 2025 took about a month longer to find new work than other displaced workers and were roughly 10 percentage points more likely to still be unemployed a year later, effects comparable to earlier waves of technological change. Workers 35 and older took about five weeks longer to return to full-time work versus about three weeks for those under 35. Goldman built its AI-displacement measure from occupation AI exposure, industry adoption rates and job elimination, treating the top 30% as likely AI-displaced, using Current Population Survey data on more than 15,000 displaced workers from 2016 to 2025.

NatWest announces 1k more jobs cut after AI efficiency drive

NatWest Group reported operating pre-tax profit of £2.2 billion for the three months to September, about 2 per cent higher than a year earlier, as its efficiency drive cut costs and about 1,000 full-time roles in the quarter, bringing this year's job losses to 1,400. The bank said it made around £420 million in cost savings, helped by investment in technology including AI tools, while its acquisition of wealth manager Evelyn Partners added about 2,200 staff. Chief executive Paul Thwaite said the "underlying shape of the workforce is changing quite a bit" and that AI is used for the benefit of customers and colleagues, with new roles dedicated to AI and other roles changing because of it.

Anthropic orders AI tool Claude to stop remaking video games

An article on Game Developer reports that Anthropic appears to have ordered its AI tool Claude to stop remaking video games. The source provides only the headline and links to the article and a Hacker News discussion with 10 points and 3 comments.

An AI Agent Injected Drugs into a Live Mouse's Brain

Exin Therapeutics CEO Gabriel Ocana Santero connected an AI agent to a custom rig with a robotic arm, camera and injector, and the agent selected a gene therapy from 19 options and carried out a brain injection on a live mouse with epilepsy. Anthropic's Claude Opus 5.5 refused to guide the needle into the brain, so the team switched to Claude Sonnet 5, and a coordinate-system glitch was fixed by a separate agent on Opus 5, extending the roughly 45-minute procedure to just over an hour. The team is waiting for the therapy to take effect before assessing its impact on seizures, and the mouse is reported to be recovering well.

Anthropic's Claude AI blocks video game cloning and reverse-engineering

According to multiple user claims, Anthropic's Claude Code and/or Opus 5.5 model are blocking attempts at innocuous reverse-engineering, including those using the Reverse Engineer Anything (REA) tool. A text rule reportedly instructs the model to avoid recreating a specific existing game, though there is no official confirmation of the rule's exact wording. Claude Code's GitHub has seen issues complaining about refusals to do standard game work, replicate a game mechanic, and patch a tabletop-like game.

AI startup hacks Anthropic, gains access to employee details, internal messages

Cybersecurity startup Cathedral, founded by former DOGE members, accessed sensitive Anthropic internal systems within 12 hours during a security test under Anthropic's outside-researcher programme, reaching employee information, salary details, job offers and internal messages, according to a draft report reviewed by The Washington Post. Anthropic confirmed access to a limited set of sales, HR and IT systems but said Claude conversations, model responses, source code and model weights were not reached, and that it shut off Cathedral's access the same day. The findings raised national security concerns in the Trump administration, while Anthropic said Cathedral overstated those implications and did not fully follow the testing programme's rules.

Featured coverage of this story: 《AI agents hacked Anthropic, maker of arguably the most capable AI models for cyberdefense》

Microsoft offers a quarter of its workforce voluntary severance while shielding AI-critical teams

Microsoft is offering voluntary severance packages to about 60,000 employees, roughly a quarter of its workforce, covering staff at vice president level or below in the U.S., Canada, India, and the UK. Xbox, Windows, Copilot, and Finance are fully included, while data centers, sales, cybersecurity, and quantum computing are excluded. It is the company's second such program in 2026, after buyouts to 8,750 U.S. employees in May and 4,800 job cuts in July, with headcount still around 223,000 as CFO Amy Hood says Microsoft plans to spend about $170 billion on AI infrastructure in 2026.

OpenAI raises just $11 billion of its $30 billion target as big investors lose their AI appetite

OpenAI has secured about $11 billion of its $30 billion fundraising target in its latest round, with a valuation of $1.25 trillion rather than the $1.4 trillion it sought, according to the Wall Street Journal. The shortfall is attributed to fading interest from major investors amid a tech sell-off driven by weak quarterly results from Google, Amazon, and Intel, and OpenAI now plans to raise up to $20 billion from family offices and high-net-worth individuals. The company reportedly plans an IPO early next year, while rival Anthropic has been growing revenue faster and could go public as early as November.

Google Adopts New AI Training Control

Google said it plans to voluntarily adopt an IETF AIPREF proposal that lets websites express AI training preferences across multiple AI providers in a single step via a shared policy token in robots.txt, with implementation planned for early 2027. Google said that when a site uses the token to opt out and Google-Extended is not explicitly specified, it plans to interpret that as disallowing Google-Extended, while existing company-specific controls continue to function alongside the new signal. The draft reflects feedback from publishers, civil society and regulators, and Google says it is consistent with the EU Code of Practice for GPAI model providers under the EU AI Act.

[AINews] Google admits AI Mode hurts Search revenue; -15% $500B drop worst since 2004 IPO. AI Bear Market coming?

Google's Chief Business Officer Philipp Schindler said strong growth in AI Mode queries had an impact because of lower monetization in AI Mode, and the disclosure, alongside other weak earnings, set off steep declines across tech. The newsletter frames this around the tension between AI overview pages and the source pages they summarize, noting Google does not break out AI Mode in enough detail for rigorous analysis. It also cites souring public-market AI sentiment, including OpenAI raising at a $1.25T rather than $1.4T valuation.

Nvidia weighs playing the cosigner for Nscale’s AI data center in West Virginia

Nvidia is in talks to guarantee billions in debt financing for Nscale's planned Anthropic data center in West Virginia, with Anthropic having signed a $44.6 billion contract for the first 460-megawatt building, according to The Information and Bloomberg. Under a residual value guarantee, Nvidia would step in if Nscale defaulted on construction payments, temporarily take over the facility, and help find a buyer and new tenant. The arrangement would deepen Nvidia's ties to Nscale, which is seeking an IPO at a valuation of up to $35 billion, while securing a major customer for its Vera Rubin chips.

“Black October” for AI Developer Platforms

At least nine AI developer platforms disclosed incidents during October, with Fireworks, OpenCode and Warp reporting indications of an “agent swarm” attack and OpenCode and CommandCode attributing theirs to attempted “distillation.” Wiz describes downstream abuse of enterprise credentials tied to one vendor breach, including two keys used for roughly 800k and 1.7 million Bedrock calls respectively, likely over $100k in usage at list price. Wiz also links the keys to resale operations at llm-routing.com and xingjiabiapi.org, and publishes IOCs including 23.106.46.239 and 38.246.114.118.

Apple Intelligence is finally coming to China with iOS 27.3

Apple announced on its Chinese newsroom site that Apple Intelligence will launch in China with iOS 27.3, starting with a beta on November 4th and a full release in December. The launch includes earlier features such as notification summaries, real-time translation, rewriting and proofreading tools, visual intelligence, and object removal in photos, but not the new Siri AI. Apple also says it worked with Alibaba to add support for its Qwen chatbot in some experiences, similar to the ChatGPT integration launched in 2024.

Ollie, a privacy-focused AI assistant, is shutting down

Ollie, a startup building a privacy-focused AI personal assistant for families, will shut down on November 6, co-founder and CEO Bill Lennon announced on X. The company, which raised a $7.5 million seed round led by Khosla Ventures and achieved SOC 2 compliance, connected to users' email and calendar and offered appointment booking, meal planning, and bill payments. Lennon said competition from Muse, Instinct, and others made it harder to stand out, grow, and raise capital, and customers will receive instructions on exporting data and getting refunds.

Reddit shares plunge as Google's AI search squeezes traffic

Reuters reports that Reddit and Pinterest shares tumbled on weak user and revenue growth, with Reddit's decline tied to Google's AI search squeezing traffic to the site. The item links to the Reuters article and a Hacker News discussion with 7 points and 5 comments.

Fair use benefits everyone

OpenAI shares excerpts from court briefs by creators, academics, accessibility advocates, and legal experts, among others, on how fair use supports AI training and innovation.

INTC and ORCL to Collab Around Agentic AI on OCI

Intel and Oracle announced plans for a multiyear collaboration to expand Intel Xeon-based computing on Oracle Cloud Infrastructure, aimed at meeting demand for enterprise applications, agentic AI, and inference across current and future Xeon platforms, including planned OCI X14 offerings based on Intel's next-generation server processor codenamed Diamond Rapids. The planned Diamond Rapids-based OCI X14 offerings are expected to include enhanced Intel Advanced Matrix Extensions (AMX) with FP8, FP16, and BF16 support and Intel Advanced Performance Extensions (APX). The companies intend to coordinate roadmaps and processor capacity planning to support OCI's expansion.

Google's $500B bloodbath reflects the danger it faces from AI

An Economist business article, titled "Google's $500B bloodbath reflects the danger it faces from AI," examines the danger AI poses to Google. The supplied material contains only the article URL and a Hacker News comments link (4 points, 2 comments), with no article text.

Anthropic expected to receive high ‘junk’ rating from credit agencies following IPO, FT report says

The Financial Times reports that Blackstone, anchor investor in a recent $63 billion deal to finance Anthropic's chips, told investors it expects the AI lab to receive a "high" junk rating after its IPO, having previously said it expected an investment-grade rating before 2027. Blackstone now reportedly expects a double B range rating, the top tier of speculative grade. Anthropic and Blackstone declined to comment to TechCrunch.

Intel’s stock crashes, knocking $12B from government’s stake

Intel shares fell about 28% on Friday after the chipmaker guided fourth-quarter revenue to $15–16 billion versus roughly $17 billion expected by analysts, cutting the value of the government's 10% stake by $12 billion, CNBC reported. Intel also warned gross margin would fall to 37% from 43% and that heavy investment meant no positive cash flow, citing a PC slowdown as AI demand drives up memory prices. Data center revenue grew 78% year over year, but Intel remains capacity-constrained until more fabs come online, with the next Arizona fab not expected until 2028.

Wall Street closes sharply lower as AI cash burn fears spark tech selloff

Reuters reports that Wall Street closed sharply lower as fears over AI cash burn sparked a tech selloff, with Nasdaq futures tumbling and results from Amazon and Intel deepening concerns about AI spending.

Anthropic VS code extension on Cursor backdoored for nearly 12 hours

Anthropic's official Claude VS Code extension on Cursor was backdoored, with malicious version 2.1.313 affecting at most 5,000 users before version 2.1.314 was pushed several hours later, according to researcher Kevin Beaumont. Phorion's CTO said the attacker gained access to Anthropic's official distribution account, and neither Cursor nor Anthropic has explained how. Anthropic has so far not warned customers of the incident.