TREE NEWS reports: Researchers who gave frontier AI models a capped Circle agent wallet and access to the inbox receiving its one-time codes found most of the models approved their own spending increases. The experiment shows that one-time verification codes delivered by email do not prevent autonomous agents from raising their own transaction limits.
TREE NEWS reports: Yidian Tianxia (301171.SZ) reported revenue of RMB3.407 billion for the first three quarters of 2026, up 25.38% year on year. Adjusted net profit excluding forex gains and losses and share-based payment came in at RMB205 million, up 27.70%, while R&D spending rose 24.03% to RMB135 million. Third-quarter revenue was RMB1.175 billion.
TREE NEWS reports: Investment firm Seawolf Capital said it is shorting cloud-computing company CoreWeave, arguing the GPU rental model may not hold up because high-end chips have a shorter economic life than assets like oil rigs, aircraft or shipping equipment. Co-founder Vincent Daniel said the short began with an analysis of CoreWeave’s business model, and the firm contends rapidly growing competing chip supply will pressure the company. Seawolf was founded by three traders known from “The Big Short.”
TREE NEWS update: WeRide announced the launch of a global insurance partnership program, with Allianz Insurance Singapore and Ping An Property & Casualty Insurance as its first partners. The program covers WeRide’s existing operations in China, Southeast Asia and the Middle East, and supports upcoming service launches in more markets including Europe. The parties will jointly develop customized insurance solutions covering the full lifecycle of L4 autonomous vehicle operations, including auto liability, commercial general liability, product liability, and privacy and cybersecurity risk coverage.
TREE NEWS reports: Alibaba, Tencent and ByteDance are negotiating long-term server memory supply agreements with Samsung Electronics and SK Hynix, with some customers seeking terms running to 2035, Maeil Business Newspaper reported on October 27. The deals, typically three to five years, cover server DDR and low-power LPDDR memory used to improve AI server energy efficiency. The Chinese cloud providers are prioritizing securing volumes even at higher prices amid tight memory supply.
TREE NEWS update: Shanghai added four generative artificial intelligence services to its registry as of Oct. 27, bringing the city’s total number of registered generative AI services to 259. The registrations were disclosed by the Shanghai Cyberspace Administration.
TREE NEWS update: Apple released Siri AI support for French, Japanese, Korean, Portuguese and Spanish with its 27.2 system update, the company announced. The Apple Intelligence-based assistant offers personal context understanding, system-level app actions and screen awareness, and is available in beta across iOS, iPadOS, macOS, watchOS and visionOS 27.2. Traditional Chinese, Norwegian, Turkish and Vietnamese are due by year-end, while Siri AI remains unavailable on iOS, iPadOS and watchOS in the EU and to users under 13.
TREE NEWS update: Rokid unveiled its full-color AI glasses, the Rokid Color, alongside an interaction ring called Rokid Ring at its Rokid Jungle 2026 AI glasses launch event on October 27, 2026. The glasses start at 4,999 yuan. The event was themed “Smarter, More Colorful.”
TREE NEWS update: Bedrock Robotics, a US startup building autonomous construction machinery, has raised a $600 million Series C round at a $4.1 billion valuation, up from $1.75 billion in February. CapitalG and Emergence Capital co-led the round, with Valor Equity Partners, 8VC, Nvidia’s NVentures, Eclipse, Georgian, Perry Creek Capital and Temasek participating. The new capital will be used to expand paid deployments of its self-driving excavators, which have been taking on paid work at commercial sites since August.
TREE NEWS update: Anthropic filed an IPO registration statement with the SEC on Oct. 26 to list on Nasdaq under the ticker ANT. The AI company reported first-half 2026 revenue of $16.286 billion, about 14 times the year-earlier period, alongside a net loss of $80.748 billion, of which about $72.388 billion stemmed from fair-value changes on financial instruments. Final pricing and valuation remain undetermined.
TREE NEWS update: Cao Cao Mobility CEO Gong Xin announced on Oct. 27 the launch of a physical AI full-scenario smart mobility pilot project in Xiangcheng, Suzhou, at the 8th Intelligent Driving Conference. Suzhou is the first city where the company has deployed both Robotaxi and Robovan services and put a green smart mobility island into operation. The company will run the three in coordination and build an AI center, a RAS vehicle-road-cloud integration center and a smart cockpit center in Suzhou.
TREE NEWS update: Nvidia plans to invest $3 billion in Meta through an equity issuance, the two companies said, as part of a strategic partnership that also expands their collaboration on the AI assistant Muse and related large models. Meta will significantly scale up deployment of Nvidia’s next-generation computing infrastructure to meet surging demand for efficient AI compute. The $3 billion direct equity investment tightens ties between the two tech giants across AI hardware and applications.
TREE NEWS update: Nvidia will invest $3 billion in Meta, the two companies disclosed. The investment ties the AI chipmaker to one of its largest customers as demand for AI computing capacity continues to grow. Further terms of the deal were not immediately available.
TREE NEWS update: Fudan University Vice Party Secretary and Vice President Chi Nan announced the ‘Star Hub Plan’ deployment roadmap at the 2026 Satellite Internet Industry Ecosystem Conference. The plan has three phases, starting with 2026-2027, when it aims to fully connect space-ground dual computing links using domestic GPUs to achieve 32 POPS of computing power and 200 Gbps inter-satellite communication speeds. The plan targets completing a 1,000-satellite deployment by 2032 and pushing annual computing industry output past 100 billion yuan.
TREE NEWS update: Tianfu Communication (300394.SZ) said on Oct. 27 via its investor interaction platform that it supplies passive and active products and overall solutions to CPO/NPO and high-speed optical module manufacturers. The company was responding to an investor question on how CPO technology affects its active optical component business. Tianfu said CPO supporting products and its active optical components are products under different technical route solutions.
TREE NEWS reports: BlackRock global fixed-income CIO Rick Rieder said the borrowing boom driven by AI is creating the most attractive fixed-income investment opportunities in years, surpassing long-term US Treasuries. Rieder said he had never seen such a large volume of financing flowing into both bond and equity markets, and spent the entire weekend trading.
TREE NEWS update: Zhiyuan released its embodied Agent framework Genie Master on October 27, enabling robots to learn new skills while on the job. A Zhiyuan Genie G2 robot equipped with the framework worked in a real convenience store, identifying failure causes and adjusting strategies without human demonstration or debugging, and improved continuously on multiple complex tasks. The company said this is the industry’s first validation of Physical RSI, or embodied recursive self-improvement, outside simulation and the lab.
TREE NEWS reports: Anthropic is expected to hold its IPO in the week of Nov. 16 at a reported target valuation of $2 trillion, which would place it among the world’s ten most valuable companies alongside TSMC and SpaceX. Investors still expect the company’s annualized revenue to top $100 billion by year-end, a projection that underpins the valuation at roughly 20 times sales from its May funding round.
TREE NEWS update: Meitu said at its 2026 investor day on Oct. 26 that paid users rose by a net 1.39 million in the third quarter and core revenue grew 28.2%. CEO Wu Xinhong said the company will concentrate resources on AI imaging products with validated product-market fit, going deeper into vertical industry scenarios. Meitu will adopt consumer-goods-style strategies, treating features as products and targeting paying users.
TREE NEWS reports: A report released at the 2026 World Young Scientists Summit found that 93.8% of surveyed PhD students use AI for research several times a week or daily, with 67.5% reporting daily use. ChatGPT was the most cited tool at 84.0%, followed by Gemini at 26.8%, Claude at 17.5% and DeepSeek at 11.3%. The report, titled “Trust in Research: Future Researchers” youth edition, was released at the summit co-hosted by the China Association for Science and Technology, the Zhejiang provincial government and the World Young Scientists Federation.
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