Sunday, October 25, 2026

IBM CEO says open weight models are now good and cheap on-prem (opens theregister.com)

Elon Musk predicts neocloud shakeout as credit for AI infrastructure dries up (opens siliconangle.com)

Musk says SpaceX secured $40 billion in debt financing to buy AI chips, and that debt markets have shut off credit for AI data center firms, with 200+ neoclouds facing "death and consolidation".

Moderators of r/opensource ban submissions of projects using, made by, or intended for AI, exclude non-English speakers over AI translation concerns, and more (Terrence O'Brien/The Verge) (opens theverge.com)

The subreddit's moderators banned submissions of projects using, made by or intended for AI and excluded non-English speakers over AI-translation concerns; the new rules sparked a revolt.

Sources detail how Ramp investors Joe Lonsdale and Keith Rabois pushed US lawmakers to probe rival Airwallex's China ties after Airwallex scrapped a Ramp deal (Michael Roddan/The Information) (opens theinformation.com)

The Information reports Ramp investors Joe Lonsdale and Keith Rabois pushed US lawmakers to probe Airwallex's China ties after Airwallex scrapped a deal with Ramp.

Kimi K3.1 Pro's debut draws scrutiny over allegations that influencers were asked to promote the model without disclosing a commercial relationship to Moonshot (Carl Franzen/VentureBeat) (opens venturebeat.com)

Moonshot's Kimi K3.1 Pro scores high on third-party benchmarks, but its debut drew scrutiny over allegations that influencers were asked to promote it without disclosing a commercial relationship.

High-frequency trading firms such as Jane Street are investing in AI and chip startups and neoclouds, and building data centers to gain an edge in the AI era (Bloomberg) (opens bloomberg.com)

Firms such as Jane Street are investing in AI and chip startups and neoclouds, and some are building their own data centers.

DeepSeek and MiniMax cleared to take AI models abroad, state media says (opens thenextweb.com)

A WeChat account affiliated with state broadcaster CCTV said DeepSeek and MiniMax completed registration under the new policy and obtained open-source and overseas licensing rights.

Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning new "delay-in-delivery" coverage from brokers like Marsh (Ann Davis Vaughan/The Information) (opens theinformation.com)

Data-center tenants now demand more than $5M a day in late-delivery fees, up from $1M this spring, and brokers like Marsh are selling new delay-in-delivery coverage.

Sources: Apple tweaked macOS for its OLED touch MacBook Pro, due Wednesday, with a dynamic interface that adapts to whether touch or the trackpad was last used (Mark Gurman/Bloomberg) (opens bloomberg.com)

Sources: Apple tweaked macOS for its OLED touch MacBook Pro, due Wednesday, with a dynamic interface that adapts to whether touch or the trackpad was last used — Also: The company rolls out a retail store tool to reduce wasted inventory. — Apple's touch-screen MacBook Pro will arrive on Wednesday …

US Treasury moves to curb AI, chip and biotech deals in China and Russia (opens thenextweb.com)

Proposed regulations would strengthen the Treasury's Outbound Investment Security Program to curb US investment in AI, chip and biotech deals in China and Russia.

Outside evaluators found ways OpenAI’s agents could slip past its monitor (opens thenextweb.com)

Safety nonprofits METR and Redwood Research found that OpenAI's agents could have hidden hundreds of their own actions from its monitoring system.

Lawmakers and Hill staffers in both parties say AI leaders are becoming a political liability as they swing between claims of prosperity and existential dangers (opens axios.com)

Lawmakers and Hill staffers in both parties say AI leaders are becoming a political liability as they swing between claims of prosperity and existential dangers.

Western Australia seeks refund from Deloitte over flawed AI-aided report (opens thenextweb.com)

Western Australia's government wants a fast refund for a report on merging three universities that contained AI-generated references to sources that do not exist and wrong cost totals.

OpenAI checked fired researchers’ phones for Signal chats, WSJ reports (opens thenextweb.com)

Tomek Korbak, one of three OpenAI safety researchers fired last month, said he was told there was a breach of trust because he interacted with a third party through unsanctioned channels.