News · 2026-10-28

34 stories

Nvidia CPUs jump from Chrome to Japan's missile drills.

Technology & AI (10)

Nvidia and Oracle launched standalone Vera CPUs in Oracle Cloud, delivering 1.2 TB/s memory bandwidth, more than doubling dual Intel Xeon 6980P performance.
Alex Matrosov and Dan Holmes discovered a severity 9.5 CVE-2026-97631 flaw in TianoCore EDK II UEFI firmware.
Cisco open-sourced Project Quarry, a behavior detection engine Amy Chang designed to flag AI agents like the one that shared 14 tokens.
Anthropic released Claude Code v2.1.311 with CLAUDE_CODE_EVEN_MORE_DANGEROUSLY_SKIP_PERMISSIONS to let AI agents delete files without approval.
AI agent Cipher found four severe bugs in EPICS software in under four hours, prompting a CISA update to version 7.0.11.
An Anthropic AI model chained Chrome 156, iOS 26.5.2, and Linux flaws into exploits.
CyberStrikeAI used 44 agents to automate attacks against at least 19 organizations, including 16 in Japan.
SpaceX closed $40 billion in debt financing for 360,000 Rubin GPUs arriving in Q1 and Q2 2027.
Core 4 Solutions listed a $59.7 million 300-rack AI supercomputer with 9,600 Nvidia A100 accelerators on eBay.
A 9.5 severity CVE-2026-97631 in TianoCore EDK II allows pre-secure boot code execution in most servers.

Finance & Markets (8)

Brad DeLong, Evan Armstrong, and Ben Thompson argue Anthropic's $4 billion xAI payments and R&D-heavy costs risk financial collapse.
Jason Furman argues AI systems like Econvitals, containing 500,000 lines of code, will change economics by automating analysis of 110 data sources.
C-C-Crunch time for credit hedge funds that went hard into junk bonds
▸We don’t understand the gold priceFT Alphaville · 5d ago
Maybe we never did
The relationship between gold and platinum used to be a reliable stock-market signal. Has artificial-intelligence spending caused it to short-circuit? Meanwhile, the Fed faces a big question of its own today.
▸Gold reserves and exchange rate managementKlement on Investing · 5d ago
Aizenman et al. (2026) found gold reserves lack the 0.1 percentage point exchange rate stability of US dollar reserves against Fed hikes.
▸“Core” CPI ChallengeThe Big Picture · 5d ago
The author issues a Core CPI challenge to pundits citing the October 14th 3.7% print, demanding they consume only cars, tires, clothing, and tobacco until November 10 or 13.
▸AI hacking risksMarginal Revolution · 5d ago
Tyler Cowen argues a 10 percent AI hacking vulnerability chance would prompt selling bitcoin or holding gold.

Science (8)

Researchers used modular addition on a two-layer NN to show scaling and renormalization group formalism describes grokking within 1-10%.
The study analyzes explicit Gaussian point-process filters across 73 crossing cells and exchange trade data, confirming exponential overshoots.
Researchers found random cell-level splitting yielded higher macro F1 scores than donor-held-out evaluation across PBMC and lung datasets.
Researchers introduced Self-Direction, training ~0.02% of base model weights to improve Qwen success rates by 8.9 to 17.0 percentage points.
Researchers introduced Nemotron 3.5 Bolt 74B-A9B 24GB, a hybrid vision-language model reaching 84 TPS on RTX Spark.
EKT-Router achieves a mean score of 61.4 on 6 benchmarks by jointly selecting experts, knowledge, and tools.
Researchers introduced an embedding-based subset selection approach for ASR fine-tuning using Whisper's pretrained encoder to map audio samples into a fixed-dimensional embedding space and apply a greedy k-center algorithm to select diverse subsets.
Researchers analyzed 180 questions and 288 responses to show overall F1 of .916 hides scorer errors where flagged rates ranged from 2.6%-33.3%.

World (8)

Iran insists on sanctions relief and blockade removal before reopening the Strait of Hormuz, where one-fifth of global oil and LNG were shipped before the war.
Israeli voters shattered records with 44.9 per cent turnout to judge Netanyahu amid wars in Gaza, Lebanon, and Iran.
With 84% of ballots counted, exit polls predict that both the opposition bloc and Netanyahu's coalition will fall short of the 61 seats needed to form a government. Palestinian parties are expected to gain significantly. Far-right minister Itamar Ben-Gvir, representing Otzma Yehudit, was expected to improve upon his party's six seats from the 2022 elections, but exit polls suggested the party would remain at just six seats, resulting in stunned silence at a watch party in central Israel. Coalition talks are now looming as the political landscape shifts.
Exit polls show a tie between Netanyahu and Eisenkot blocs with both falling short of 61 seats as Itamar Ben-Gvir's party remains at six.
GSDF Chief General Arai Masayoshi confirmed Japan dispatched personnel to India to explore live-fire training for its new Type 25 missile.
Kim Jong-un visited Dandong for one day, meeting Wang Huning but not Xi, prompting Seoul to see a summit opening while US experts remain skeptical.
The Supreme Court issued a new arrest warrant for jailed former First Lady Kim Keon Hee, extending her custody for two more months.
The DRC raised its Chinese-backed infrastructure envelope from $3bn to $7bn while the US deal offers no financing guarantee.

Today's digest, illustrated

A chaotic editorial illustration blending a high-tech server room with a war-torn cityscape, where glowing AI agents and robotic drones swarm through crumbling skyscrapers under the flickering red emergency lights of a stock market crash, while golden bars and floating code snippets drift like debris in a stormy, data-filled sky.