technology

On October 23, the Central Cybersecurity and Informatization Commission issued the "National Informatization 14th Five-Year Plan." The plan proposes that by 2030, significant progress will be made in our country's informatization, with its role in promoting Chinese-style modernization becoming more prominent. The information infrastructure will consolidate and expand its leading advantages, a three-dimensional network system encompassing land, sea, air, and space will be basically formed, a new generation of communication networks will be fully established, the commercial use of the sixth generation of mobile communication (6G) will be launched in a timely manner, and the national blockchain network will be basically established, with intelligent internet development accelerating.The plan also states that the innovation capability of cybersecurity technology will be significantly enhanced, the technological innovation system will be more complete, and breakthroughs will be achieved in key core technologies in key areas. The cybersecurity industry ecosystem will prosper and develop, with deep integration of digital technology and the real economy, and the comprehensive strength of cybersecurity enterprises will be significantly enhanced. The level of digital, networked, and intelligent applications in economic and social development will reach a new level, empowering economic and social development and significantly improving governance capabilities. Cybersecurity guarantees will be solid and powerful, the legal and regulatory standards system will be more complete, and the concept of a community with a shared future in cyberspace will be deeply rooted in people's hearts.

According to People's Finance News, regarding DeepSeek's comprehensive open-sourcing of its internally used AI inference framework DeepInfer, Zhou Hongyi, the founder of 360, stated that this reflects a kind of technological confidence and, more importantly, a philosophy of open-source inclusiveness.Zhou Hongyi also mentioned that looking deeper, this indicates that the struggle for technological sovereignty in the AI era has arrived. He revealed that 360 has developed a sovereign AI operating system, which is currently in use in some government and enterprise units.

Market data shows that Yushu Technology has reached a 20% limit-up, currently priced at 624 yuan, with a transaction volume exceeding 4 billion yuan.The A-share humanoid robot sector continues to rise, with Zhongcheng Technology hitting a 30% limit-up, and Yushu Technology, Luozhou Co., Ltd., Leyard, and several other stocks reaching a 20% limit-up. Aobo Zhongguang, Yuncong Technology, Shangwei New Materials, and Songsheng Co., Ltd. are all climbing.

CCTV's "Yuyuantan Tian" disclosed that after China launched the AI technology export registration management on October 16, DeepSeek and MiniMax have successfully completed their registration and the related technology has been open-sourced and authorized for overseas use.Currently, the new catalog is still open for comments, and a temporary registration system is being implemented. The Ministry of Commerce previously clarified that technologies that have entered the public domain through open-source are not included in the management scope, and there are automatic licensing and other facilitative measures for new technology open-sourcing, which can basically be reported and released immediately. Providing model services overseas through API, web pages, and apps is also not within the scope of this large model technology export management.

Tom Lee, Chairman of the Ethereum treasury company BitMine, stated in an interview with CNBC on October 23 that the market is in a sell-off state, with technology and semiconductor sectors under significant pressure, while defensive sectors have strengthened, showing clear risk-averse characteristics. Tom Lee mentioned that the current market is overly pessimistic, and his technical analyst Mark Newton believes that technology stocks have basically reached support levels.

Imran Khan, co-founder of Alliance, expressed his views on a16z crypto's shift towards cutting-edge technology. He stated that he is always grateful to a16z for leading the investment in Coinbase in 2013, which provided external validation for the crypto industry; Marc Andreessen's 2014 article "Why Bitcoin Matters" in The New York Times pushed him to shift his career towards Bitcoin.Imran Khan mentioned that at that time, very few institutions or funds were willing to publicly support crypto, and a16z and USV were two funds that took on brand risk. Since then, a large number of talents have entered and reshaped the crypto industry. He believes that the current infrastructure development in artificial intelligence has a practical connection with Bitcoin mining infrastructure and the talent flowing from crypto to artificial intelligence.He stated that the shift from crypto to cutting-edge technologies such as robotics, biology, artificial intelligence, energy, and computing power means that the talents and capabilities built in crypto over the past decade can be applied to a broader range of fields. He cited the resistance faced by data centers as an example, noting that crypto also faced opposition, but traditional finance has now accepted crypto to a certain extent. He believes that cutting-edge technology is the next generation of technology builders, and the world often recognizes the importance of new technologies many years later.

According to Politico, two insiders said that the United States is once again pressuring the European Union to relax regulations on large technology companies.

On October 23, a16z General Partner Chris Dixon announced that a16z crypto would be renamed a16z Frontier. The investment scope has expanded from crypto startups to a broader category of frontier technology startups, which are companies that create new technologies, open new markets, and may take years to mature. Dixon emphasized that this adjustment is an expansion of scope rather than a shift in direction, and the team will continue to invest in crypto and related businesses while advocating for reasonable crypto regulation.Dixon stated that as blockchain becomes more widely adopted, Wall Street and fintech companies have normalized the launch of on-chain products, and the importance of the "crypto company" label has diminished; companies should be defined by their business rather than the technology they use. His explanation also pointed to the AI wave, which not only focuses on using AI to perform existing tasks faster and better but also emphasizes the emergence of new native use cases, full-stack entrepreneurship that integrates software and hardware with services, and new networks that connect people with intelligent agents.Dixon believes that blockchain will continue to play an important role, providing the internet with a fast, cheap, global, and programmable funding track. Stablecoins are becoming standard tools for fintech and institutions, and they can also support machine-to-machine transactions and the cold start of new networks. The fund will be co-led by Dixon along with a16z founders Marc Andreessen, Ben Horowitz, and General Partners Eddy Lazzarin and Guy Wuollet, while the operating team will continue to serve existing and future portfolio companies in areas such as regulation, market entry, talent, marketing, and technology development.

Recently, Sun Yuchen discussed his lawsuit against the Trump family's cryptocurrency project WLFI in a conversation with Jin Ming. He clearly stated that he remains firmly supportive of President Trump's cryptocurrency policy and AI strategy, believing it to be very successful.The reason for suing World Liberty Financial is entirely a normal action for commercial investors to protect their rights. The cause stems from the project's lack of investment transparency and insufficient information disclosure, even involving allegations of fraud. The case has been formally submitted to the federal court in California and is to be decided by a federal judge, which fully complies with the operation of the rule of law in the United States.Sun Yuchen further clarified that this lawsuit will not affect his judgment of the macro trends in the United States. He continues to hold a significant position in U.S. technology stocks and is optimistic about TRX being approved for a spot ETF in the U.S., the on-chain business of U.S. stocks, as well as expectations for a stronger dollar and the continued strength of the AI industry.Sun Yuchen believes that public opinion has exaggerated and complicated this lawsuit; in fact, it is simply a "business-to-business" lawsuit. Even if the agreement's subject matter involves 400 to 500 million dollars, it does not significantly impact his overall asset portfolio.Sun Yuchen also stated that he invests with the patience of an old hunter. Once he is thoroughly optimistic and makes a significant decision, he will invest at least 4 to 5 billion dollars or more in a single transaction.

DFINITY founder Dom posted on X that after further investigation, it was found that the key components used by NEAR Intents involve DFINITY's proprietary technology, and he accused NEAR of unauthorized use of technology results that are only authorized for Internet Computer.Dom stated that the relevant technology involves a threshold ECDSA algorithm used for cross-chain asset custody and transaction signing, which can increase the signing speed to about 3 times that of other solutions; he also claimed that NEAR deployed the relevant technology on 8 servers, failing to achieve the decentralization and security it advertised. Dom further indicated that GitHub records show that NEAR is recently attempting to downgrade the relevant algorithm to a solution that is about 3 times slower, and he believes this move may be related to concerns about its use of the relevant technology.He stated that this matter involves potential legal liability, believing that DFINITY and the ICP community have been harmed as a result, and hopes that both parties can resolve the dispute. The above content currently represents a unilateral accusation from the DFINITY founder, and whether the use of the relevant technology constitutes infringement, as well as whether NEAR has the security and decentralization issues it claims, still needs further verification.

According to Gate market data, U.S. stocks opened with the Dow Jones down 0.13%, the S&P 500 index down 0.88%, and the Nasdaq down 1.5%. SpaceX fell 4%, Tesla fell 2.87%, Meta Platforms fell 4%, IBM fell 2.5%, Nvidia fell 2.1%, SK Hynix fell 4.5%, SanDisk fell 4.8%, and Micron Technology fell 3.8%.

J.P. Morgan's latest report states that publicly listed technology companies worldwide are expected to generate approximately $2.2 trillion in operating cash flow this year, with capital expenditures and R&D expenditures totaling about $1.8 trillion. After deductions, there remains a surplus of about $400 billion, sufficient to support current AI infrastructure investments without relying on external financing.In response to market concerns regarding the sustainability of financing models for new cloud vendors, J.P. Morgan believes that their scale is still relatively limited compared to the entire technology sector. Even if financing comes under pressure, it is unlikely to shake the overall AI investment cycle. The report estimates that new cloud vendors will have operating cash flow of about $30 billion this year, with capital expenditures and R&D expenditures around $80 billion. If there is a funding gap, more financially robust hyperscale cloud service providers can still take on the related demand.J.P. Morgan also pointed out that part of the current financing demand in the technology sector stems from large-scale stock buybacks. Companies can release funds by reducing buybacks to maintain AI investments. The overall stock position in the market has retreated from the mid-September peak, and trend-following investors' long positions in semiconductors have also been largely digested. The bank believes that the short-term downward space in the market is gradually narrowing.

According to EU-Startups, the Barcelona venture capital platform Masia has announced the completion of a €18 million first-phase fundraise, which will invest in early-stage AI and cutting-edge technology companies associated with Barcelona. The fund has the support of over 70 limited partners, including tech founders, corporate executives, and seasoned investors, with two institutional investors also participating.Masia has also opened Masia House in the Gràcia district of Barcelona, covering an area of 1,000 square meters, consisting of four floors, providing office space, meeting rooms, accommodation for visiting investors, and a terrace event space.

The Cybersecurity Threat and Vulnerability Information Sharing Platform (NVDB) of the Ministry of Industry and Information Technology of China has detected two critical remote code execution vulnerabilities in PHP, posing serious risks. PHP is an open-source server-side scripting language widely used for web development. Unauthenticated attackers can exploit these vulnerabilities to execute arbitrary code remotely, leading to server control, sensitive information leakage, business interruption, and other harms.The affected versions include the 8.5 series below 8.5.12, the 8.4 series below 8.4.27, the 8.3 series below 8.3.36, the 8.2 series below 8.2.35, and the 8.1 series and earlier versions. The PHP security team has fixed the vulnerabilities and released a security announcement.NVDB recommends that relevant units and users conduct immediate inspections, upgrade to the latest secure version in a timely manner, or take temporary protective measures such as taking the system offline, disabling session upload progress features, network isolation, and restricting network access, as well as strengthening monitoring and management, and promptly modifying credentials such as accounts, passwords, and keys.

The London-listed technology company The Smarter Web Company announced that since October 14, it has sold a total of 1,076,000 ordinary shares and 25 preferred shares through its ordinary share ATM facility and preferred share ATM facility, raising a total of approximately £592,679.Among them, the average selling price of ordinary shares was £0.55 per share, with net proceeds of approximately £579,850; the average selling price of preferred shares was £100 per share, with net proceeds of approximately £2,475.

The 2026 World Physics AI Conference and Yushu Partner Ecosystem Conference was held today in Hangzhou. Wang Xingxing, Chairman, General Manager, and Chief Technology Officer of the robotics company Yushu Technology, stated in his keynote speech that the most critical challenge for embodied intelligence, surpassing the ChatGPT moment, is the alignment of AI model inputs and outputs with real robots.Wang Xingxing mentioned that for top large model companies, in a sense, they have basically achieved self-evolution of models internally, where models can write programs and collect data on their own, and humans only need to provide appropriate guidance and participation. He also noted that it usually takes 5 to 10 years for technological breakthroughs to diffuse to general users, so the external perception is not that profound, while physical AI has already shown signs of being penetrated.

NVIDIA is collaborating with Anke Technology, Yif Electronics, Jingyuan Electronics, Samsung Electro-Mechanics, Siliconware Precision Industries, and Unimicron Technology.

Anthropic recently submitted a draft AI safety bill to U.S. lawmakers, which has been questioned by U.S. AI safety advocates. The draft sets a high threshold for the government to urgently halt dangerous models, requiring that risks involve scenarios such as biological weapons, cyberattacks, or AI going out of control, and potentially causing more than 50 deaths or serious injuries, or losses exceeding $1 billion; some provisions may also limit state government regulatory authority.Nathan Calvin, the strategic head of the AI safety organization Encode, subsequently compiled Anthropic's decisions over the past year. In February of this year, the company modified its previously strict safety policy: it had previously committed to pausing training or releases if safety measures did not keep pace with model capabilities, but the new policy no longer requires the company to independently halt R&D at higher risk stages, citing that competitors might take advantage of the opportunity. During the same period, the company invested heavily in computing power, formed a chip team, and allowed Claude to take on more AI R&D tasks.On October 21, Anthropic CEO Dario Amodei posted a lengthy rebuttal on X. He acknowledged that the company had made some mistakes but insisted that competing for cutting-edge AI capabilities did not violate its safety mission, stating that the company adheres to a race-to-the-top approach, believing that only by staying at the forefront of technology can it drive the industry to raise safety standards. He listed nine safety decisions that had cost the company commercially, including restricting the Mythos-level model's open access for months and strictly limiting biology-related requests. The safety roadmap updated by the company on October 19 states that existing policies mainly target the deployment of dangerous models, and in the future, it may be necessary to directly limit the speed of R&D, with plans to propose relevant policy options by January 15, 2027, or explain why none were proposed.

According to Bloomberg, Augnition Global Investors, a technology hedge fund founded by Jeff Wang, the former head of global equities at Sequoia Capital, announced that it has completed fundraising of over $1 billion.According to disclosed regulatory documents, the fund started with at least $570 million in capital, of which about 45% is internal capital.