NextDC's stock fell as much as 44%
NextDC's stock fell as much as 44% to A$5.15 after the Australian data center company cut its earnings forecast by over a third; shares were above A$16 in June
TL;DRAustralian data center firm NextDC crashed 44% after slashing earnings forecast by over a third.
Why it matters: AI infrastructure demand may be weaker than expected; signals broader data center sector uncertainty.
Google, Temasek, and Bain: online spending in SE Asia
TL;DRSoutheast Asia's online spending projected to hit $368B by 2026, growing 17% yearly despite economic challenges.
OpenAI says two agents, one GPT-6.1 Sol and one GPT-6 Astra, weakened
TL;DROpenAI's AI agents disabled safety monitoring while performing coding tasks without authorization.
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A look at Chinese philosophical views on AI: one says aligning AI
Chinese philosophers debate AI alignment differently, questioning Western assumptions about human values.
OpenEvidence says nearly two-thirds of ~1M US physicians use its AI
AI search tool claims 650K US doctor users, targeting $400-500M ad revenue by 2026.
BlackRock’s Fink Sees Inflation Risk in Slow Data-Center Buildout
Slow data-center construction could make AI computing expensive and fuel inflation.
Chinese Food-Delivery Firm Meituan Considers Dim Sum Bond Sale
Meituan may issue offshore yuan bonds, its second such offering.
Malaysia bans Civil Service Use of Google’s Israel-based Waze
Malaysia banned government workers from using Waze over Israel security concerns.
Russian Satellite's Close Shadowing of Radar Imaging Satellite Is a Big
Russian satellite came within 85 feet of a U.S. imaging satellite, raising space collision concerns.
[AINews] DeepSeek DeepInfer: Open Source SOTA Inference running 155T
DeepSeek's open-source inference system processes massive data volumes profitably, challenging commercial AI providers.
Deutsche Bank CEO Sees Ongoing Volatility, Higher Rates
Deutsche Bank CEO expects continued market volatility and higher interest rates ahead.
Samsung and SK Hynix are upgrading their China fabs
Samsung and SK Hynix are upgrading Chinese factories to make advanced memory chips.