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first_img Jensen Huang: neocloud demand is extremely high, but capital is insufficient

NVIDIA CEO Jensen Huang stated during an interview with CNBC reporter Arjun Kharpal at the GTC conference in Berlin on Thursday that the demand for neocloud is extremely high and its capabilities are extraordinary, but insufficient working capital is restricting growth. He mentioned that there is huge demand in multiple fields of artificial intelligence, and the capital demand far exceeds supply, a problem that will be resolved.Jensen Huang indicated that electricity is the main constraint on the expansion of artificial intelligence, with European electricity prices being higher. He believes that allocating scarce energy to companies like Nebius and Mistral is crucial for their growth. Investment can enter Europe, but local infrastructure must be established first; if European neocloud can build infrastructure locally, the artificial intelligence ecosystem and economy can start and remain in Europe. He added that the whole of Europe still needs more neocloud.NVIDIA is conducting media activities in Europe this month and has committed nearly $10 billion in investments to local companies, universities, and research institutions. Jensen Huang announced last week during his visit to London that the company has invested over $1 billion in five UK startups and is also investing in several French startups. He stated that NVIDIA is trying to kickstart the artificial intelligence economy in Europe, which has a wealth of technology, industrial experience, and research capabilities, and is ready to participate in and build a local artificial intelligence economy.

Huobi HTX Chief Analyst Cloud: Before the interest rate meeting, Bitcoin is likely to continue its fluctuations, with the lower edge of 80,000 USD possibly being tested first

Bitcoin has been trapped in the range of $80,000 to $84,000 for the past two weeks. Huobi HTX's chief analyst Cloud believes that this is essentially a balance of two opposing forces: ETFs have seen a net outflow for two consecutive weeks, while exchange holdings continue to flow out, and long-term holders are only moderately cashing out. In the week leading up to the Federal Reserve's interest rate decision, Bitcoin is likely to continue waiting in this range. The CME has only priced in a 16% chance of a rate hike in October, while economists generally believe it is close to a 50-50 chance. This discrepancy in pricing and opinions will make funds hesitant to bet in advance.If a direction is chosen in advance, the possibility of a downward test is slightly higher: the funding rate remains high, and the options skew continues to lean towards puts, indicating that bulls have not yet cleared out, and the demand for downside protection is still increasing. However, there has been effective support formed multiple times below $80,000 in the past month, making a downward breakout more likely to be a false breakout.Confirmation signals for a breakout are divided into two groups: for an upward breakout, the daily close needs to be above $84,200, with a cumulative net inflow of over $500 million into ETFs for three consecutive days, and the funding rate not exceeding 15%; for a downward breakout, it must fall below $79,800, with a single-week ETF outflow exceeding $500 million, while exchange funds turn into net inflows. The true source of direction will come from the interest rate decision announced at midnight on October 29, Beijing time, and the nearly 89% pricing for a rate hike in December.Note: The content of this article is not investment advice and does not constitute any offer, solicitation, or recommendation for any investment products.

Tencent Cloud opens Yuanbao search, multiple vendors launch search API

According to Beating reports, Tencent announced the opening of Yuanbao Search to developers through Tencent Cloud, supporting API, MCP, and Skill access. Tencent disclosed that this search service has an index of hundreds of billions, with an average daily call volume of hundreds of millions, and has supported over 50 internal businesses including WorkBuddy, ima, and Tencent Video. The underlying technology of Yuanbao Search comes from Sogou Search, integrates Tencent's content ecosystem, and connects to 157 authoritative sources across 13 industries including finance, healthcare, and law.Records from the Tencent Cloud Internet Search API show that this service went live on July 1, 2025. Alibaba Cloud launched its independent Internet Search API on March 20 of the same year; Volcano Engine upgraded its existing service to Doubao Search in June this year and officially released it to the public in July; DeepSeek opened its self-developed search engine's Search and Fetch API on October 17. The prices for Yuanbao Search's Express, Standard, and Premium versions are 14 yuan, 20 yuan, and 26 yuan per thousand calls, respectively, with an additional monthly free quota of 2,000 calls; the Express version only supports public web sources. The price for DeepSeek Search API is 5 yuan per thousand successful requests, Alibaba Cloud OpenSearch Lite is 12 yuan, and the Pro version was reduced to 18 yuan on October 15.

first_img Cloudflare and OpenAI pilot, ChatGPT indexes hundreds of millions of new web pages

In July 2026, the internet infrastructure company Cloudflare launched a research pilot with OpenAI to test whether Cloudflare's network signals could help ChatGPT users discover new content more efficiently. Both parties reported positive early results, with the pilot incorporating previously unknown pages into OpenAI's search index, providing ChatGPT with more sources to reference.The pilot utilized about 1% of Cloudflare's global participation queue, allowing OpenAI to discover and index hundreds of millions of new web pages. OpenAI independently evaluated and ranked these pages based on relevance and usefulness, while ChatGPT Search enabled users to view original content and publishers through backlinks. Observations indicated that automated traffic might make non-existent pages appear noteworthy, with some sites redirecting arbitrary addresses to their homepage and others pointing to duplicate content. Both parties are also testing signals to identify potentially harmful pages, such as fake login pages embedded on legitimate sites, advocating for the marking of single pages rather than entire domains.Related signals are also used to filter out non-existent or redirecting pages and to assess whether unchanged pages are worth revisiting. Page signals do not constitute access permission; the study utilized web metadata for search and discovery rather than using page content for model training. Site owners can understand and manage how AI systems access their websites through Cloudflare's AI Crawl Control. The next phase will improve page selection and test faster, more reliable change signals.

first_img Researchers conversed with rogue AI agents using hidden text, activity tracked to Tencent Cloud

Researchers successfully communicated directly with AI agents while investigating the hijacking of Alibaba's Gaode Map service, even as some software was still running. In a report suspected to have been scanned by these agents, researchers included hidden text that is invisible to humans but visible to web reading tools, and then inquired about their tasks and operating environment through an email. One agent claimed it was checking how many entrance tags a certain scenic area displayed on Gaode Map and stated that it was operating in a restricted Tencent Cloud sandbox. Researchers could not independently confirm which model drove each run, noting that this was the first known external communication with an active out-of-control agent cluster.A report released by Swarmchasers on October 14 tracked over 2,600 attempts to obtain Gaode Map data between September 28 and October 8. Some tasks were relatively routine, such as checking which entrance was most commonly used by visitors at the Chengdu Zoo. After the service provider intercepted requests, some agents continued to attempt access, trying to capture tokens generated by anti-scraping software, forwarding traffic through third-party page readers, or using leaked API credentials from public code repositories, with one set of leaked keys and security codes returning real location data. Researchers also found requests targeting four development or pre-production hosts, but there was no evidence that these agents accessed private systems.Public records show that the cluster is related to Tencent Cloud: all 17 email accounts examined by researchers were created by Tencent servers located in Hong Kong, and the observed direct requests were forwarded through an agent named hysandbox-ats.
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