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What's happening in the industry? (33)

We follow AI, search and digital marketing news and add our own reading.

News · Platforms 3 min read

Oracle embeds ChatGPT and Codex in its business software

At Oracle AI World in Las Vegas, Oracle expanded its OpenAI partnership: ChatGPT and Codex will be built into Oracle's business applications and database products, and Oracle Cloud will add Google TPUs, OpenAI's Jalapeño chip and Cerebras systems.

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News · Security 3 min read

LiteLLM attack traced to a key left live for five months

The malicious 1.107.0 release of popular AI gateway LiteLLM traces back to a master key pushed to a public repository in May and never revoked. The poisoned package was downloaded about 49,000 times in under two hours.

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News · Infrastructure 3 min read

SpaceX closes $40 billion debt deal for Nvidia AI chips

SpaceX has closed roughly $40 billion of Apollo-led debt financing to buy Nvidia GPUs for its AI data centres. Elon Musk warned that debt markets have nearly shut for AI firms without independent revenue.

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News · Security 3 min read

PHP2Shell: critical PHP flaws hit most of the web, patches out

Two critical flaws in PHP's core let attackers run code on a server without logging in. Patches shipped on 21 October, exploit attempts began the same day and several government sites went offline as a precaution.

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News · Infrastructure 3 min read

OpenAI brings its models and Codex to Google Cloud

GPT-6 Astra, GPT-6.1 Sol and GPT-6 Luna entered private preview in Google Cloud's Model Garden, putting OpenAI's models on all three of the largest US clouds.

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News · Infrastructure 3 min read

Germany and Nvidia sign an industrial AI declaration

At the Invest in Germany summit in Berlin, the German government signed a joint declaration with Nvidia on physical AI models. Nvidia announced planned investments in four German startups, and about a dozen firms including Siemens and Audi are expected to join.

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News · Infrastructure 3 min read

Amazon opens TorchNeuron to run PyTorch code on Trainium

Amazon put TorchNeuron, which lets existing PyTorch code run on its Trainium chips with a one-line change, into public beta under Apache 2.0, targeting Nvidia's software advantage.

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News · Infrastructure 3 min read

DeepSeek open-sources DeepInfer, its production inference engine

DeepSeek released DeepInfer, the inference software behind its own services, on GitHub under Apache 2.0. It targets V4.1-Flash and supports Huawei Ascend chips on par with Nvidia.

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News · Infrastructure 3 min read

Meta opens up about Prometheus, its gigawatt-scale AI cluster

Meta says the first phase of Prometheus, its Ohio supercluster, is finished and it is working to grow it to about 1 million GPUs. The Muse model family was trained there.

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News · Infrastructure 3 min read

SemiAnalysis sees about 50 GW of new data centres in 2027

Research firm SemiAnalysis forecasts roughly 50 GW of new global data centre capacity in 2027, and says the bottleneck may shift from power to chips and memory.

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News · Infrastructure 3 min read

ServiceNow gives AI agents verifiable identities with AI Passport

ServiceNow's AI Passport records each AI agent's identity, permitted actions, reachable systems and accountable owner in a cryptographically signed credential. If an agent exceeds its scope, the platform can restrict or stop it.

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News · Infrastructure 3 min read

TSMC posts record quarterly profit on $46.7 billion revenue

TSMC, the world's largest contract chipmaker, grew third-quarter revenue 41% to $46.7 billion, beating its own guidance. Gross margin dipped slightly as 2-nanometre production ramped up.

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