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OpenAI released the "National Community Compact" and the "Compute Campus Policy Blueprint," referring to AI data centers as "Compute Campus," and made commitments regarding community communication, energy costs, and information transparency.The compact applies to the campuses that OpenAI will own and operate in the future. It clearly states that public officials will not be required to sign non-disclosure agreements (NDAs) as a condition for discussion or negotiation, retaining only limited protection for security information, trade secrets, or proprietary sensitive information; it will bear the full costs of electricity and supporting infrastructure, protecting other users' electricity rates; publicly disclose construction plans, as well as impacts such as noise, water usage, electricity usage, and sustainability.The policy blueprint calls for federal, state, and local governments to legislate to limit mandatory NDAs for public officials, require disclosure of environmental impacts and employment data, and protect residents from subsidizing the electricity costs of data centers.

According to Decrypt, the U.S. Department of Justice announced on Tuesday that a Canadian man has been extradited to the United States, facing charges of assisting in the intrusion of university computers, stealing login credentials, and secretly mining cryptocurrency.A federal grand jury in the Western District of New York indicted 35-year-old Ryan James Roach, a resident of Saskatchewan, and 41-year-old Mathiew James Stubbings, a resident of Ontario, on charges including conspiracy to obtain and damage protected computer information, obtaining protected computer information, and intentionally damaging protected computers, which could result in a maximum sentence of 10 years in prison and a $250,000 fine.The indictment shows that between June 2016 and December 2019, the two targeted U.S. educational institutions with supercomputers, first researching their cybersecurity weaknesses before executing the intrusions. Once inside the systems, they allegedly deployed malware, stole login credentials, and forced the victims' computers to mine for them.Victims included institutions in New York, Tennessee, North Carolina, and Massachusetts. The two reportedly used virtual private servers registered under false names in multiple countries to send malware and mining programs and store stolen credentials, while also forwarding attacks through other victims' compromised computers to hide their identities.Roach was extradited from Canada on October 28 and was arraigned in Rochester, New York, where he is currently detained awaiting a detention hearing. Extradition proceedings for Stubbings are still ongoing in Canada. This case falls under cryptocurrency hijacking, where attackers use others' computers to mine, leaving the victims to bear the electricity costs and suffer performance degradation. The Department of Justice did not specify the particular cryptocurrencies mined by the two.Google's Threat Intelligence team released a report on Monday stating that attackers are expected to increasingly prioritize LLMjacking over traditional resource thefts like cryptocurrency hijacking, which involves hijacking corporate access to AI models and shifting the billing.

According to Bloomberg, due to ongoing labor disputes with employee unions, Micron Technology has essentially suspended its plans to build a new storage chip factory in Taoyuan, Taiwan, with a project investment budget of $3 billion to $4.5 billion, originally scheduled to start production in 2028. Sources indicate that Micron is concerned that the agreement reached with the union may be overturned, and currently only a small amount of site safety maintenance work is being retained, after which construction will be frozen.The dispute arises from employees' demands to share the profit growth brought by the AI boom. The Taoyuan union is requesting that Micron distribute 15% of its operating profits to global employees and hopes to receive a full cash bonus rather than a portion in stock. Although Micron reached an agreement with the larger Taichung union in October, some employees are dissatisfied with the terms of the agreement, and the Taoyuan union is attempting to expand its organization to push for renegotiation.The project was originally planned to produce high-bandwidth memory (HBM) and DRAM using ASML's advanced equipment. Taiwan currently contributes about 60% of Micron's DRAM output and is also an important production base for HBM, employing approximately 15,000 people. Micron responded that the company's existing operations in Taiwan are normal and will ensure business continuity for customers, but did not directly comment on the suspension of the Taoyuan project. Taiwan's economic department stated that the government will assist Micron in resolving differences with the union and promote the implementation of the investment plan.

According to a report by Huang Xinyi from the Science and Technology Innovation Board Daily, at the HarmonyOS Office Industry Summit, Huawei launched its first HarmonyOS desktop computer, the Huawei Qingyun HM650 series, and simultaneously released the HarmonyOS Computer Enterprise Edition, enhancing government and enterprise terminal deployment, device management, and data security capabilities.According to on-site reports from IT Home on November 5, the 2026 HarmonyOS Office Industry Summit was held in Wuhan. Zhu Dongdong, President of Huawei's Terminal Tablet and PC Product Line, announced that the Qingyun HM650 series has achieved 100% localization certification, is equipped with the Kirin X90 chip, and has improved overall performance by 15% through software and hardware collaboration. It also debuts with the HarmonyOS Computer Enterprise Edition, supporting features such as HarmonyOS AI, Xiao Yi Work, Xiao Yi Deep Research, and Xiao Yi Smart Note. Huawei's Executive Director Yu Chengdong stated that the cumulative shipment of HarmonyOS computers has surpassed one million units.

According to Wall Street News, the Democratic Party achieved a significant victory in the U.S. midterm elections, with several candidates who clearly opposed the expansion of data centers elected as governors, raising concerns in the market about a slowdown in AI infrastructure investment in the U.S. Asian chip stocks were under pressure on Wednesday, with companies like Samsung Electronics and SK Hynix facing risks that demand for server DRAM and high bandwidth memory (HBM) could be affected.The opposition to data centers mainly focuses on issues such as noise, water consumption, energy consumption, and increased electricity bills for residents. The market is concerned that local governments may tighten project approvals under the pretext of power supply, environmental protection, and AI safety, leading to delays in the construction of new data centers. However, analysts believe that regulation may not directly lead to a shrinkage in investment scale, and tech companies may also turn to building their own power and supporting infrastructure.For South Korean companies, the election results have varying impacts. The Democratic Party's control of Congress may counterbalance the Trump administration's efforts to cut subsidies from the CHIPS and Science Act, benefiting companies like Samsung that invest in the U.S.; the clean energy tax credit policy is also expected to be restored, potentially benefiting solar companies like Hanwha Solutions. Meanwhile, significant easing of automotive tariffs is unlikely, while the Korea-U.S. shipbuilding cooperation framework is expected to continue.

According to Axios, OpenAI will acquire the development tool startup Pierre Computer. The technology of this startup has been integrated into OpenAI's code generation model Codex.As AI entities take on more programming tasks, OpenAI is joining the ranks of those challenging Microsoft's GitHub.

Binance CEO He Yi once again responded to discussions regarding security incidents and internal device management, stating that the rule against personal use of work computers in the employee code is to prevent hacking, and there is strict monitoring on downloads. This year, over 50 attacks have been intercepted.He Yi stated that offense and defense is a continuously evolving process, and the failure of this monitoring was due to hackers also evolving.

David Chalian, the head and political director of CNN's Washington bureau, interprets that there has been a significant change in the power structure in the United States. The Democratic Party has taken control of both the House of Representatives and the Senate, and the last two years of Trump's term will be completely different from the first two years. Voters have sent a strong rejection of Trump in the elections, with presidential approval ratings underwater even in key Senate states and deep red states.The Democratic Party has secured seats in Texas, Ohio, Iowa, South Carolina, and other states, where Trump won by double digits just two years ago and had victories in all three of his presidential campaigns. Factors contributing to this shift include the alienation of independent voters, the return of Latino and young voters to the Democratic Party, Trump's failed economic governance, and public concerns about the cost of living, all of which have become important reasons for the Republican Party's midterm election losses.

According to reporters from the Science and Technology Innovation Board Daily, Tencent Hunyuan has released the latest generation large language model, Hy4. Compared to Hy4 preview, Hy4 has expanded its data and training scale in pre-training and post-training, introduced visual understanding capabilities for the first time, and improved performance in instruction following, long text understanding, and long-range intelligence, while also supporting computer operations for the first time.Currently, Hy4 has been launched in Tencent Cloud Tokenhub, WorkBuddy, CodeBuddy, Yuanbao, WeChat Work Intelligent Assistant Dayuan, ima, and other products, with API integration into platforms such as OpenRouter, Hermes, and OpenCode. This information was reported by Li Jiayi from the Science and Technology Innovation Board Daily.

The cryptocurrency exchange platform Binance released a preliminary investigation report on a security incident, disclosing the attack process in which approximately $6.3 billion in assets were stolen. The report states that an engineer, referred to as Little A, from the wallet operations team, searched for and installed an AI programming tool in June 2026, downloading a tampered Homebrew installation package from the search results. After the security team discovered the anomaly, they replaced the relevant equipment, but Little A still exposed the wallet infrastructure permissions.The report indicates that the attacker continued to lurk thereafter. In September, the attacker contacted a software engineer, referred to as Little B, through a recruitment platform, posing as a project director, and conducted video interviews and social media interviews, sending a code repository as an assignment. Little B downloaded the repository to their work computer and set it up according to the instructions. One file of 3,414 bytes bypassed terminal security protections and used internal AI tools to find traces related to Little A.The report states that on October 30, the attacker logged into another employee, referred to as Little C's, computer and transferred $6.3 billion. Binance stated that approximately $6.34 billion in assets were affected, with about $2.85 billion frozen or intercepted, and the losses covered by the SAFU fund and company funds. As of October 31, 98% of the affected tokens have been replenished.

According to exclusive reports from Axios Pro, sources say that the computing power trading platform Ornn is negotiating the third tranche of its Series A financing, which could value the computing power trading startup at over $1 billion. If the deal is finalized, Ornn will become the highest-valued startup in the field.This negotiation follows Ornn's completion of the second tranche of Series A financing at a valuation of $800 million, just about four months after it completed its seed round financing. In June of this year, Ornn completed a $33 million seed round financing led by a16z crypto.Ornn primarily builds financial infrastructure for AI computing power, connecting neocloud with the GPU computing power of data centers to buyers willing to sign short-term contracts, and publishes a computing power price index, which has been integrated into Bloomberg terminals. The Intercontinental Exchange (ICE) plans to launch contracts linked to the Ornn computing power price index, but has not yet received regulatory approval.

Cory Klippsten, the founder of Swan Bitcoin, believes that the risk of hackers using large language models to detect security vulnerabilities is more imminent than the threat of quantum computing.

Elon Musk mocked OpenAI CEO Sam Altman on X with a meme regarding the idle memory of home computers. In an interview on the YouTube channel Cheeky Pint, Altman stated that from a global resource allocation perspective, allowing the world's limited DRAM supply to sit idle in personal computers and only being used 5% of the time is "quite bad." In a constrained supply environment, it should be maximized in the cloud, but many people's intuition is contrary to this.Musk posted a meme of the Nazi officer Hans Landa, played by Christoph Waltz in "Inglourious Basterds," on Sunday, captioned "You are withholding DRAM and not giving it to the cloud, right?" and wrote, "People should also have their own RAM!"This clash is a continuation of the long-standing conflict between the two OpenAI co-founders. The two co-founded OpenAI in 2015 with others, and Musk left in 2018. Musk sued OpenAI and Altman in 2024, accusing them of deviating from the nonprofit mission of the open organization; in May of this year, a federal jury in California dismissed the $150 billion lawsuit, ruling that OpenAI, Altman, and President Greg Brockman bore no liability on all counts. Altman also attributed part of the memory shortage to the caution of storage manufacturers, stating that in the past, DRAM producers "invested $20 billion in capital expenditures but only earned $19 billion," and companies that experienced previous overcapacity cycles are slow to expand production.

Elon Musk posted on the X platform, stating that the future superintelligent computing power will obviously be deployed mostly in space. This "mostly" means that this proportion will be rounded directly to 100%.

The dispute resolution protocol Internet Court, supported by GenLayer, allows AI agents to enter into contracts with humans, with funds held in escrow and released once the terms are determined to be fulfilled. This protocol has been in a testing phase for the past year and currently processes about 12,000 rulings daily. It has been used to verify user-uploaded photos for Collective Memory and to handle disputes on argue.fun, with the mainnet expected to launch next month.Disputes are submitted to a jury composed of 5 randomly selected GenLayer validators, each running different AI models, including a series of Claude, Gemini, ChatGPT, and DeepSeek. Initial rulings are completed within minutes by a simple majority, after which appeals can be made to a broader jury of 11, 23, or even up to 1,500 AIs; finality is usually reached within 30 minutes, with a maximum of about 3 hours. This mechanism draws on philosopher Condorcet's jury theorem to reduce single model bias through multiple independent evaluators.The Internet Court open alliance currently has 35 members, including ZKsync, NEAR, Consensys, and UMA. GenLayer has also launched intelligent contracts that support subjective judgments, capable of processing code, natural language, accessing the internet, and understanding images. GenLayer co-founder and CEO Albert Castellana believes this technology can be used to expedite dispute resolutions in prediction markets but also states that AI judgment is still insufficiently reliable to identify deepfakes or resolve neighborhood boundary disputes, with model bias and "representation convergence" potentially leading to groupthink issues.

According to statistics from Cai Lian She Venture Capital Tong, 76 chip design companies on the Sci-Tech Innovation Board have disclosed their third-quarter reports, among which 67 companies have positive revenue growth (accounting for 88.16%), and 53 companies have positive net profit attributable to shareholders (accounting for 69.74%). The industry as a whole is recovering, with storage and computing power becoming the two main lines of performance elasticity.The storage segment performed outstandingly, with Changxin Technology achieving revenue of 269.024 billion yuan in the first three quarters, a year-on-year increase of 738.5%; Baiwei Storage reported revenue of 21.717 billion yuan, a year-on-year increase of 230.3%; and Dongxin Co., Ltd. reported revenue of 3.292 billion yuan, a year-on-year increase of approximately 475%. The computing power and interconnect segments followed closely, with Cambrian achieving revenue of 9.526 billion yuan, a year-on-year increase of 106.8%; Haiguang Information reported revenue of 14.955 billion yuan, a year-on-year increase of 57.6%; and Lanke Technology reported revenue of 5.414 billion yuan, a year-on-year increase of 33.4%.In addition, among the 28 companies that reported losses in the same period last year, 13 have turned losses into profits, and 6 have narrowed their losses. Overall, the chip design segment has entered a structurally prosperous phase driven by demand for AI infrastructure.

According to CoinDesk, Nasdaq-listed software company Next Technology Holding (NXTT) announced that its board has authorized the sale of approximately 5,833 BTC it holds, or to use these bitcoins as collateral for financing, valued at about $449 million based on the reported price.The company cited the theft from Binance, security vulnerabilities of trading platforms, and the potential threat of quantum computing to Bitcoin's cryptography as reasons for the decision, emphasizing that its bitcoins are not stored on Binance or held through Binance.The specific timing, price, and scale of the transaction will be determined by CEO Weihong Liu. The authorization allows for sales through trading platforms, private negotiations, or Bitcoin collateral financing, but does not guarantee that any transaction will ultimately be completed.NXTT closed on Friday with a market capitalization of approximately $7.8 million, and the disclosed value of its Bitcoin holdings exceeds 50 times the company's market value. The company's annual report stated that almost all bitcoins are held in custody by a Japanese institution, but the name of the custodian was not disclosed.

According to a report by the Financial Times citing informed sources, Blackstone recently informed investors in a $63 billion chip financing deal for Anthropic that the company may not immediately receive an investment-grade rating after going public, with major rating agencies more likely to assign it a BB range rating, which is speculative grade (commonly referred to as "junk grade").According to the rating systems of S&P and Fitch, BBB- and above are considered investment grade, while BB+ and below are considered speculative grade. If Anthropic ultimately receives a junk grade rating, its financing costs may rise, and the range of funds available to institutions such as insurance companies and pension funds, which are subject to investment-grade investment restrictions, will also narrow.The financing pressure mainly comes from Anthropic's massive computing power expenditure plans. The company previously disclosed plans to invest over $800 billion in computing infrastructure by 2045. Although Anthropic currently holds over $112 billion in cash and cash equivalents and plans to further raise funds through an IPO, the long-term commitments to computing power still raise concerns among investors about its future funding needs and debt capacity.After the report was released, U.S. tech stocks fell further, with the Nasdaq 100 index ultimately down 3.5%. However, Anthropic has not yet received a formal credit rating from S&P, Moody's, or Fitch, and Blackstone's assessment is not an official rating result.