AI & Robotics News — Thursday, October 29, 2026 | Compute Bulletin

01

Google shares slump as AI data center build-out drives $9bn negative cashflow

SourcesData Center DynamicsThe DecoderCNBC

02

Google expands AI Search ads globally as core ad growth slows and negative cash flow hits $9.06 billion

SourcesArs TechnicaTechCrunch

03

Claude Model Builds Exploits Across Major Browsers & OSes

SourcesDark Reading

04

Accenture employee's personal AI agent accessed secure Pentagon system for two months

SourcesWIRED

05

Samsung posts record $80 billion Q3 operating profit on AI memory demand

SourcesCNBCEE TimesThe LatentFortune

06

Nvidia moves to backstop cloud provider Nscale's $45 billion Anthropic project

SourcesThe Information

07

Microsoft plans to raise $25 billion in debt as it pursues AI buildout

SourcesCNBC

08

Microsoft reports 19% revenue growth to $92.3 billion in September quarter, accelerating slightly

SourcesThe InformationData Center Dynamics

09

Amazon shares fall as AI spending overshadows cloud growth in Q3 earnings

SourcesCNBCAxios AI+Business InsiderFortune

10

Google and Microsoft put off raising capex forecasts as AI build-out hits snag

SourcesCNBC

11

Microsoft cuts capex forecast on AI capacity delays

SourcesBusiness Insider

12

Naver closes $10bn investment from Brookfield and Nvidia for data centers

SourcesData Center Dynamics

13

Anthropic’s S-1 outlines AGI-focused business plan with heavy compute spend and national-security implications

SourcesTom's HardwareThe Wall Street JournalThe VergeZvi Mowshowitz

14

Mistral releases open weights for Large 4 (Le Chonk)

SourcesMistral AIFortuneWIREDTechCrunchThe New StackHugging Face

15

Voters in 10 US states vote on curbing data centre development amid AI boom opposition

SourcesSouth China Morning Post

16

Ukrainian unit says AI-powered ground robot completed 12-mile autonomous supply run

SourcesBusiness Insider

17

White House makes Section 232 determination regarding robot imports as national security threat

SourcesThe Robot ReportArs Technica

18

OpenAI-backed Thrive Holdings acquires ADT

SourcesTechCrunch

19

Microsoft records $10 billion in revenue from OpenAI, surpassing Xbox and Windows

SourcesTechCrunchThe Latent

20

Flock re-installs AI surveillance cameras in Minnesota city after contract cancellation

SourcesTom's Hardware

21

Canada takes equity stake in AI firm Cohere as Nvidia and others join funding round

SourcesThe Wall Street Journal

22

Research paper proposes agentic AI for autonomous quantum measurement

SourcesarXiv cs.AI

23

FuriosaAI secures $620 million Series D funding

SourcesHPCwire

24

SLAC’s SPINE: An AI Tool on the Trail of Ghost Particles

SourcesHPCwire

25

RuleForge research paper proposes inferring latent visual rules as executable programs for multimodal reasoning

SourcesarXiv cs.CV

26

Formation raises $600 million to fix AI's biotech bottleneck

SourcesAxios AI+

27

US economy grows 3.4%, driven by consumers and AI investment

SourcesThe White HouseSouth China Morning Post

28

Dept of Justice reportedly probes Nvidia over $13 billion Hugging Face AI platform acquisition

SourcesTom's HardwareThe Decoder

29

Experts unveil 'four As' framework for the governance of AI

SourcesTech Xplore: Machine Learning & AI

30

Research proves and improves Platonic Representation Hypothesis with JEPAs

SourcesarXiv stat.ML

31

Xpeng secures approval for L4 robotaxi trials in Guangzhou

SourcesAutonomous Vehicle International

32

Matternet partners with Swisslog Healthcare to access over 2,300 North American hospitals for drone delivery

SourcesDroneLife

33

Iluvatar CoreX says new Tiangai 300 GPU matches Nvidia’s H200

SourcesSouth China Morning Post

34

Chinese AI labs target OpenAI’s GPT-6 Astra model for distillation

SourcesThe InformationThe Decoder

35

Research paper highlights FP8 matrix multiplication compatibility issues in Evo 2 DNA language model checkpoints

SourcesarXiv cs.LG

36

Intel's Shares Plunge 20% as A.I. Hinders Some Parts of Its Business

SourcesThe New York Times

37

GitHub adds 4 million CPU cores and 160PB storage to handle sixfold surge in AI-generated code

SourcesTom's Hardware

38

Berkshire Grey unveils BG Pilot software using its physical AI expertise to unify robotic intelligence and warehouse orchestration

SourcesAutomated WarehouseBerkshire Grey

39

Unrealized AI investments drag Amazon’s income as AWS and ads grow

SourcesAdExchanger

40

Cisco Open Sources Quarry to Catch AI Agent Attacks Hidden in Harmless Steps

SourcesSecurityWeek

41

NATO provides details on AI model for predicting Russian drone activity

SourcesBusiness Insider

42

Collective raises $100M to automate accounting with AI

SourcesAxios AI+

43

Anthropic study finds experts adopt AI agent's random opinions and think they're their own

SourcesThe Decoder

44

ServiceNow shares plunge 24% after earnings revive AI disruption fears

SourcesCNBC

45

Anthropic offers API credits to eligible ChatGPT Max and Team subscribers

SourcesSimon Willison's Weblog

46

Agent identity startup Mintive lands funding from Cowboy Ventures, Coatue, and angel investors

SourcesTechCrunch

47

Microsoft offers voluntary buyouts to employees amid AI-driven restructuring

SourcesThe Verge

48

Tai Po fire reforms to use AI system to screen contractors by mid-2027

SourcesSouth China Morning Post

49

Massive leak exposes 41,000 Homeland Security workers, including undercover ICE agents

SourcesWIRED

50

Anthropic and OpenAI claim to have disproven a key tenet of computer science

SourcesWIREDThe Information

51

Reddit moves to logged-in experience as AI eats search, starting with tests outside the US

SourcesAxios AI+Engadget

52

PathCowork framework uses pathologist narration for visual grounding in diagnostic AI

SourcesarXiv cs.CV

53

ForeSCITE method uses LLMs to predict future biomedical discoveries by analyzing scientific trajectories

SourcesarXiv cs.CL

54

Fujifilm plans 5x production boost of 100TB magnetic storage tapes driven by skyrocketing AI storage demand — $63 million injection is the largest investment in tape for 20 years

SourcesTom's Hardware

55

Democrats to weaponize AI in 4 swing House races

SourcesAxios AI+

56

RoboSeed introduces multidimensional evaluation of vision-language-action and world-action models

SourcesarXiv cs.RO

57

ARBITRA proposes multi-expert argumentation for robust document-level MITRE ATT&CK extraction

SourcesarXiv cs.CL

58

Serval raises $150 million Series C at $3 billion valuation

SourcesThe Latent

59

Google touts cybersecurity capabilities in Gemini 4 Carbon Model

SourcesSecurityWeek

60

Reddit CEO says Google’s AI Mode ‘does not drive traffic’

SourcesThe Verge

61

Wabi raises $55 million at $1.25 billion valuation

SourcesTechCrunch

62

Tencent targets Southeast Asia as launch pad for AI agent WorkBuddy

SourcesSouth China Morning Post

63

Google enables file generation and editing in Gemini chats

SourcesThe Verge

64

Research challenges Neural Thickets hypothesis by showing gains recoverable via single-block perturbation

SourcesarXiv cs.AI

65

Research proposes Soei framework for structured observability in multi-agent AI software engineering

SourcesarXiv cs.AI

66

AGIBOT introduces Worken to measure productive robot work in real-world environments at AGIBOT Innovation Day 2026 in Shanghai

SourcesThe Robot ReportRobotics & Automation NewsRoboticsTomorrow

67

MLLM-GS uses LLM priors for fast novel view synthesis in degraded scenes

SourcesarXiv cs.CV

68

Driverless 18‑wheelers are on a few highways, but widespread use is a long way down the road

SourcesTech Xplore: Machine Learning & AI

69

University of Kentucky researcher granted first religious exemption against mandatory AI use at work

SourcesTom's Hardware

70

Maxinsights raises $30 million to build training data platform for physical AI

SourcesRobotics & Automation News

71

Rivian expands joint venture with VW to include AI assistant

SourcesTechCrunch

72

WeRide subsidiary Jingshuo raises over US$10m in Pre-Series A funding for physical AI infrastructure

SourcesAutonomous Vehicle International

73

Sebastian Thrun raises $130 million for AI engineering startup Dulo

SourcesThe Information

74

AWS’s Hydro team wants the compiler to catch coding agents’ mistakes

SourcesThe New Stack

75

Ex-Palantir execs launch Dream with $17M from a16z to build AI world models for construction

SourcesTechCrunch

76

Reflex raises Series A to build AI software for manufacturers

SourcesAxios AI+

77

Anthropic launches tools to show companies what their AI spending is buying

SourcesTechCrunch

78

OpenAI doubles ChatGPT Pro usage limits and reverses planned cuts after user backlash

SourcesBleepingComputerThe Decoder

79

Nvidia GeForce RTX 5080 prices surge to $2,000 amid limited stock

SourcesTom's Hardware

80

SwapBot introduces modular, tool-centric end effector system with interchangeable adapters and tactile sensing

SourcesarXiv cs.RO

81

RAISE US wins new corporate funding to steer AI-era workforce

SourcesAxios AI+

82

inkGround benchmark introduced to evaluate vision-language models on cursive handwriting grounding

SourcesarXiv cs.CV

83

Research introduces modular Bayesian foundation models for time series

SourcesarXiv stat.ML

84

VRChat says it's not adding AI labels despite user survey showing people want that

SourcesEngadget

85

STMicroelectronics weighs developing more powerful MCUs and MPUs for humanoid robots

SourcesEE Times

86

Rival.io launches GraphX to run DeepSeek V4 Flash on 8 NVIDIA L4 GPUs

SourcesHPCwire

87

Percepto launches Axion, a hardware-agnostic Physical AI platform

SourcesUnmanned Systems Technology

88

eCoMAE introduced for reliable VRU motion prediction under partial observability

SourcesarXiv cs.LG

89

Bull signs MoU with Czech telco České Radiokomunikace for AI Gigafactory

SourcesData Center Dynamics

90

RAD partners to bring Autonomy-Ready Electric Propulsion to France

SourcesUnmanned Systems Technology

91

Google struggles to make AI Mode searches pay

SourcesThe Register AI + MLBusiness Insider

92

UniRA proposes unified representation alignment for efficient diffusion generation

SourcesarXiv cs.CV

93

New York governor signs law restricting AI chatbots for children

SourcesThe Latent

94

Deepgram acquires Pipecat-maker Daily to bolster its voice AI infrastructure

SourcesTechCrunch

95

LOGIV proposes graph-verified execution with causal local repair for long-horizon robot tasks

SourcesarXiv cs.RO

96

Maximo Robotics surpasses 300,000 construction tasks with physical-AI in utility-scale solar

SourcesRoboticsTomorrow

97

HIVE’s BUZZ HPC Secures $129M for Canadian AI Infrastructure

SourcesHPCwire

98

South Korean court rejects Tesla owners' lawsuit over Full Self-Driving refunds

SourcesSouth China Morning Post

99

Research proposes CovFedAvg for local low-loss curves and federated model selection

SourcesarXiv cs.LG

100

CACPU introduced as cache-aware scheduling kernel for CPU-based LLM prefills

SourcesarXiv cs.LG

101

Cadence brings AI design and HPC expertise to DOE Genesis Mission

SourcesHPCwire

102

PhysAg3D bridges 3D generative and agentic models for interactive assets

SourcesarXiv cs.CV

103

AIB plans 50MW AI data center at former Spartanburg cryptomine for Nebius

SourcesData Center Dynamics

104

Google builds robot medic for NASA with hands

SourcesThe Register AI + ML

105

HEMO: Harness Self-Evolution for Multi-Objective Combinatorial Optimization

SourcesarXiv cs.AI

106

Amazon announces swelling investments in A.I. data centers

SourcesThe New York Times

107

Research introduces Propose-Filter-Release for differentially private estimation

SourcesarXiv cs.LG

108

Jülich Supercomputing Center taps Sparxity accelerators for sparse computing

SourcesHPCwire

109

Microsoft opens GitHub Copilot agent harness to outside developers via Microsoft Foundry

SourcesThe New Stack

110

MASCAL proposes method for learning calibrated confidence in multi-agent collaboration

SourcesarXiv cs.LG

111

NTT expands AI data center footprint with Paris and Singapore deployments

SourcesData Center Dynamics

112

Articul8 Launches Bivia to Bring Domain-Specific Decision Intelligence to Enterprise AI Agents

SourcesHPCwire

113

H$^2$R: Hierarchical Hint-Based Reward for Mathematical Reasoning via Reinforcement Learning

SourcesarXiv cs.LG

114

BiHashFormer disclosed for efficient object detection in high-resolution wide shots

SourcesarXiv cs.CV

115

Research proposes Metropolized backward sampling for conditional sequential Monte Carlo

SourcesarXiv stat.ML

116

Research paper introduces duration commonsense reasoning with human-LLM co-annotations

SourcesarXiv cs.AI

117

Meta quietly launches AI fashion app Style Sketch

SourcesTechCrunch

118

Legal AI Startup Crosby bids for assets of fallen law firm Weil Gotshal

SourcesThe Information

119

ElasticFormer introduced for object detection in high-resolution wide shots via elastic computing

SourcesarXiv cs.CV

120

Research proposes data-driven random feature approximation for Koopman generators in nonlinear continuous-time systems

SourcesarXiv cs.LG

121

Anthropic-Themed Phishing Emails Bypass Top Security Tools

SourcesDark Reading

122

Study examines strategies for real-world luggage re-identification

SourcesarXiv cs.CV

123

Opentrons raises $40 million Series E to standardize AI-driven science on its robots

SourcesRoboticsTomorrow

124

LinQuant introduces functional invariances for low-precision linear recurrences

SourcesarXiv cs.LG

125

New virtual assistant streamlines operation of advanced microscope for atomic positioning

SourcesTech Xplore: Machine Learning & AI

126

Dobb proposed as distributed optimizer with shard-local preconditioning for large-scale training

SourcesarXiv cs.LG

127

YOLOF-MLD proposed as multi-level distillation framework for efficient edge object detection

SourcesarXiv cs.CV

128

Human--AI Interactions as First-Class Data: A Formal Interaction Model and Runtime for Explainable AI Collaboration

SourcesarXiv cs.AI

129

SuperMe raises $20M for its network of AI expert profiles

SourcesTechCrunch

130

Ro shows off new AI agent and broader healthcare strategy

SourcesBusiness Insider

131

Anthropic explains subjective urgency grading for Claude Duet background tasks

SourcesThe New Stack

132

Amazon CEO says shopping agents like Meta’s Muse ‘not great’

SourcesFortune

133

OpenAI updates Model Spec to guide more capable and beneficial AI

SourcesOpenAI (Official)

134

AI Cosmos proposes agentic infrastructure for situated learning

SourcesarXiv cs.CL

135

SonoWorld4D framework generates 4D audio-visual scenes from video

SourcesarXiv cs.CV

136

ODE-based sampler proposed for discrete diffusion models

SourcesarXiv stat.ML

137

PingThings expands AI platform use across Dominion Energy Virginia's grid data

SourcesData Center Dynamics

138

Synopsys joins Singapore consortium to improve tropical data center cooling

SourcesHPCwire

139

&Truth joins race to automate formal verification for software

SourcesWIRED

140

Inventus Power launches LV-24V50 compact 24V lithium-ion battery for robotics

SourcesRoboticsTomorrow

141

Research introduces computational tools for micro-edits in film editing

SourcesarXiv cs.CV

142

New York Times tests AI recipe modifications in Cooking app

SourcesThe Verge

143

OpenAI lets you text your Dot agent via iMessage and RCS

SourcesEngadget

144

SK hynix hosts first Partners Day in Japan to share business direction with local partners

SourcesSK Hynix Newsroom

145

SymKL proposed as unified representation-space measure of signal degradation

SourcesarXiv cs.CV

146

OpenAI agents hacked Hugging Face while cheating on a cybersecurity test

SourcesMIT Technology Review

147

Pudu Robotics opens European headquarters in Germany

SourcesRoboticsTomorrow

148

Adaptive scenario generation disclosed for KL-DRO around learned density model

SourcesarXiv cs.LG