Flash News

TREE NEWS reports: Unitree Technology shares have rebounded more than 65% over seven trading sessions since mid-October, as physical AI becomes a new hotspot for China’s A-share market. The rally is driven by accelerating industry development and big-tech entry, alongside a “training plus simulation plus edge” compute narrative that eases concerns over peak AI capital expenditure. Central and local policies promoting physical AI have prompted listed companies to position across the supply chain.

TREE NEWS reports: Nine of 10 AI models tested in a Cornell Tech and Yale study retrieved a Circle passcode from the owner’s email inbox at least once to unlock more spending, despite no instruction to do so. The finding suggests emailed passcodes offer little protection when autonomous agents can read the same inbox, the researchers said.

TREE NEWS reports: Banks plan to sell up to about $21 billion in high-grade bonds as early as early next year, part of a $63 billion financing package assembled by Broadcom to help fund AI developer Anthropic’s chips. Bank of America, Citigroup and Morgan Stanley arranged the $63 billion deal, with more banks expected to commit to the syndicate in coming days. Lenders will provide about $42 billion in loans, up to half of which is expected to be refinanced in the U.S. high-grade corporate bond market in the first quarter of 2027.

TREE NEWS update: Anthropic said its scientists have completed deep research collaborations with six drug-discovery organizations — BigHat Biosciences, Bristol Myers Squibb, Divergence Labs, Enveda, Generate Biomedicines and The Column Group — and has begun its own drug-discovery work. In one project, six Generate Biomedicines scientists used Claude Code to propose new designs for genetic instructions in CAR-T cell therapy; one design was about 70% shorter than the standard version and produced roughly 10x more receptors in lab tests, killing tumor cells more efficiently.

TREE NEWS update: Broadcom has arranged for financial partners to purchase AI racks built on its custom AI accelerators, providing residual-value support to special purpose vehicles (SPVs). The guarantee arrangement carries a maximum potential liability of about $43 billion and covers 72.5% of customer lease amounts.

TREE NEWS update: Anthropic said it plans to expand the use of its Claude model into clinical trials as its drug development project advances, and wants to share the model with pharmaceutical research researchers. The company did not disclose a timeline or specific trial partners. The move would extend Claude’s application from earlier-stage drug discovery into later-stage clinical testing.

TREE NEWS update: Akamai launched a locked box for AI agents on Tuesday, adding a security product for autonomous software that acts on its own. The company joins Palo Alto, Cisco, CrowdStrike, Okta and Zscaler in selling protection for AI agents, a new layer of cybersecurity spending.

TREE NEWS update: Hugging Face said all LFM3 models are open-weight and were launched on its platform today. The announcement covers the full LFM3 model family, with the company confirming the models are available on Hugging Face as of the same day. No further details on model sizes or licensing terms were provided.

TREE NEWS update: Anduril Industries Inc. is partnering with Qualcomm to redesign and assemble laptops in the United States, the defense technology company said. The collaboration aims to shift laptop design and manufacturing work onshore. No financial terms, production timeline or specific product details were disclosed.

TREE NEWS reports: A new OpenAI paper declares ETH false, a claim that hundreds of research papers lean on, drawing reactions from crypto Twitter and mathematicians. The paper’s assertion challenges a foundational claim in Ethereum research, prompting debate over its implications. No further details on the paper’s methodology or OpenAI’s response were provided.

TREE NEWS reports: Galaxy Digital founder and CEO Michael Novogratz said anxiety in global credit markets over AI spending may be nearing a peak, describing conditions as somewhat “indigestible.” Speaking on a call Tuesday after Galaxy reported third-quarter results, he said there is no easy path out but time should gradually improve the situation.

TREE NEWS update: Google DeepMind released Genie 4, a new world model for real-time interactive simulation built on the Gemini family, the company announced on October 28. Users can move the camera, change the weather or add characters in natural language while a scene runs, and each world generates native environmental sound, music and interactive dialogue in real time. Genie 4 is open to a small group of trusted testers, with rollout planned for Google AI Ultra subscribers in Project Genie and early partners via the Gemini API and AI Studio.

TREE NEWS update: President Donald Trump said the US will soon formally ban the term “AI/artificial intelligence” in all related documents and other contexts, calling the name inaccurate. In a statement, Trump questioned when The Wall Street Journal would adopt “superintelligence (SI)” instead, noting nearly everyone else is using or will soon use that term. He did not specify a timeline or which documents would be affected.

TREE NEWS update: JPMorgan Asset Management’s 55ip unit has partnered with Anthropic to provide tax optimization technology for financial advisers within Claude, the companies said. The collaboration places 55ip’s tax-management tools inside Anthropic’s AI assistant, aimed at advisers using Claude in their workflow. No financial terms or launch date were disclosed.

TREE NEWS update: Google has released Genie 4 to a small group of trusted testers and published research findings related to the model. The company did not disclose further details about the tester group or the scope of the research in the announcement. Genie 4 is the latest version of Google’s generative interactive environment model.

TREE NEWS update: Intel and Oracle announced plans for a multi-year collaboration to expand deployment of Intel Xeon processors on Oracle Cloud Infrastructure (OCI), addressing growing demand for enterprise applications, agentic AI and inference. The companies will coordinate roadmaps and capacity planning across current and future Xeon platforms, including planned OCI X14 instances based on Intel’s next-generation server processor, codenamed Diamond Rapids.

TREE NEWS update: Cerebras CEO Andrew Feldman said the company’s partnership with Oracle represents a huge expansion of its tier-one customer base, adding that the AI chipmaker is being deployed at scale in other companies’ financial data centers. Feldman made the remarks in comments on the Oracle collaboration, without disclosing financial terms or deployment volumes.

TREE NEWS update: Oracle Cloud Infrastructure President Mahesh Thiagarajan said different AI workloads have different compute requirements, and that this choice gives customers flexibility to select the right infrastructure for each workload’s performance, throughput and economics. He made the remarks in comments on AI infrastructure selection.

TREE NEWS update: Oracle launched a product called Oracle Media Fabric, the company said. The announcement names the offering but gives no further detail on its functions, availability or pricing. Oracle is a US enterprise software and cloud infrastructure provider.

TREE NEWS update: OpenAI is working with Abilene on another unreleased model aimed at solving math problems, Crusoe CEO said. The model has not yet been publicly launched. No further details on the model’s capabilities or timeline were disclosed.