DeepSeek Harness The number of daily active users reaches 1.54 million.

On the evening of November 5th, DeepSeek Harness officially released an article introducing the progress of their products and community. As of November 4th, counting users who utilized the official API (interface), the daily active users of DeepSeek Harness had reached 1.54 million, with a daily consumption of approximately 92 trillion token (tokens). The article also mentioned that since its release, the number of third-party plugins has increased to around 35,000, and about 60% of the active users have created or installed at least one third-party plugin. The official team is currently preparing support plans for plugin authors.

ReviewLooking back at the product's development history, DeepSeek Harness launched version v0.1 on August 13th and officially introduced a desktop version on September 29th. It is worth noting that on September 30th, DeepSeek Harness had only 271,000 daily active users. In just over a month, the number of daily active users increased to 1.54 million, an increase of more than 1.26 million, which represents a significant growth. In terms of product architecture, DeepSeek Harness adopted a "everything as a plugin" design philosophy, constructing Agent Harness through a plugin-based open architecture.

Put the world model into your handheld device, World Labs releases Frameboy.

On November 6th, Beijing time, World Labs, co-founded by Li Feifei, released a preview of research project Frameboy. Users control the camera, and the world model Atlas can generate images frame by frame in the cloud GPU based on the position and orientation of the camera, transmitting them back to the browser at a rate of up to 15 frames per second. World Labs released a Demo (demonstration video) that uses the format of game cartridges and handheld consoles to present the team's vision for such an experience. Underlying this experience is the world model Atlas released by World Labs about two months ago; this model can process text, images, videos, and 3D content natively.

ReviewFrameboy currently has to run on the powerful GPU servers in the cloud, and the cost is not cheap. However, this demonstration serves as a starting point. If in the future, we can achieve higher frame rates and lower operating costs, it might mean that everyone will be able to create their own virtual worlds and browse and play within web pages directly. Making the models run more efficiently on GPU is also the starting point for cooperation between World Labs and AMD. In September of this year, AMD announced that it had signed an agreement to acquire World Labs for approximately 8.2 billion US dollars.

The news states that OpenAI has completed a first-round financing of $1.1 billion.

On November 7th, it was reported that OpenAI has completed the initial phase of its new round of financing, raising approximately $11 billion, with the company's valuation set at $1.25 trillion. According to informed sources, this funds have been transferred into the OpenAI account, and the remaining portion of this round of financing is expected to be completed in the coming weeks, with the total financing amount potentially reaching up to $20 billion. Investors participating in the initial round include Cautious Capital Management and Prudential Group, among others such as SoftBank Group, Sequoia Capital, Founders Fund, and Andreessen Horowitz Fund. A consortium of investors from the United Arab Emirates also participated in this round of financing.

ReviewAfter postponing its initial public offering (IPO) plans, OpenAI has been in negotiations with investors for over a month regarding a large-scale financing deal. Previously, there were reports that OpenAI initially planned to raise at least $30 billion with a valuation of $1.4 trillion. However, due to a significant sell-off of AI's shares in the public market, the company later scaled back its financing plans. OpenAI's most recent round of financing was completed in March of this year, during which the company announced raising $122 billion and achieving a valuation of $852 billion.

OpenAI announces the acquisition of Pierre, betting on AI programming.

On November 4th local time, OpenAI announced its acquisition of developer tool startup Pierre Computer Company. Pierre was founded in 2023 and has raised approximately $24 million in funding to date. Its main commercial product, Code Storage, is positioned as a Git hosting infrastructure for large-scale workloads of AI intelligents. What OpenAI values is Git's role as the underlying protocol for code collaboration in the era of AI intelligents.

ReviewOn the same day that OpenAI announced its acquisition of Pierre, Anthropic's programming intelligence agent Claude Code and the product manager of the desktop general-purpose work intelligence agent Cowork, Catherine Wu, announced their joining of OpenAI to be responsible for product management of the core product team. These capital acquisitions and key personnel changes reveal that OpenAI is attempting to make further progress in the programming field of AI.

AMD expects revenue growth of over 80% next year.

On November 3 local time, AMD released its financial report for the third quarter of 2026. In that quarter, AMD achieved revenue of $13.4 billion, a year-on-year increase of 45%, exceeding the previous forecast range of $12.7 to $13.3 billion; GAAP reported a net profit of $2.4 billion, a year-on-year increase of 95%. AMD CEO Su Zifeng stated, "We had a record-breaking quarter, with revenue exceeding the high end of our forecast range, and sales from our data center business nearly doubled year-on-year." She also mentioned that the company expects its revenue to grow by more than 80% in 2027.

ReviewAfter the release of its financial report on AMD, AMD rose by over 9% after the market closed on November 3rd, which reflects the capital market's positive response to AMD's performance exceeding expectations. AMD also expects that next year, the data center business will account for more than 80% of revenue, with server business revenue doubling. However, in the latest quarter, AMD experienced a decline in revenue from its client and gaming divisions. The reasons include increased component prices leading to higher selling costs, and the company predicts that PC market shipments will decrease next year.

Anthropic Updates prospectus: Turned from profit to loss in the third quarter.

On November 2nd local time, the latest revised prospectus IPO of Anthropic was disclosed. The company reported revenue of $33.242 billion for the first three quarters of this year, a year-on-year increase of 1206%. However, the quarter-on-quarter growth rate of revenue in the third quarter dropped from 144% in the second quarter to 47%, and the operating performance turned from profit to loss according to GAAP criteria. In the third quarter, the company incurred an operating loss of $567 million, whereas it had achieved an operating profit of $974 million in the second quarter. At the same time, the company disclosed commitments for purchasing and leasing computing power and infrastructure amounting to approximately $895.4 billion.

ReviewAnthropic incurs high computational power costs, with expenditures on computing and infrastructure reaching $18.808 billion in the first three quarters of this year, a more than three-fold increase from the previous year, accounting for 57% of its revenue. While facing losses due to these high costs, Anthropic also faces another issue: the company estimates that it may soon reach the threshold of "significant accelerated progress" defined by RSP's (responsible scaling policy) based on AI. This means that its security and alignment capabilities may not be able to keep up with the pace of technological advancement.

Google Launches Voluntary Departure Program: Up to 12 Months' Salary in Compensation

On November 4th, it was reported that Google began offering voluntary severance packages to some of its employees in Canada, France, Germany, Japan, and Switzerland starting in June. Eligible employees were able to apply for resignation and receive corresponding financial compensation. In Switzerland, the compensation standard was one month's salary for each year of service, with a maximum of up to 12 months. This is not the first time Google has implemented such a program; since 2025, Google has been offering voluntary severance arrangements in some of its business units in the United States and the United Kingdom. Management previously explained that this program was mainly aimed at employees who felt they no longer fit with the company's pace of development or strategic direction.

ReviewThe introduction of Google's voluntary resignation program is possibly related to the continuously rising investment in AI. Reports suggest that Google is trying to curb its rising costs internally. Just last week, Microsoft also offered voluntary resignation compensation to about 60,000 employees in order to control costs. Meanwhile, AI and cloud computing remain Google's key areas for recruitment. Previous voluntary resignation programs did not cover Google Cloud or its artificial intelligence laboratory DeepMind; it is likely that this time this rule will continue as well.

After the stock price fell, "Yi Zhongtian" issued a collective announcement.

On the morning of November 6th, the stock prices of three manufacturers of optical modules, Zhongji Xuchuang, Xinyisheng, and Tianfu Communication, known as "Yizhongtian," all declined collectively. Market concerns regarding the slowdown in the construction of AI data centers in the United States intensified, as major domestic optical module manufacturers have important downstream customers, including those in overseas data centers. At noon on November 6th, the three companies issued announcements collectively to explain their share repurchase plans and stated that they would use such measures to protect the interests of shareholders. Zhongji Xuchuang also indicated that industry demand remained strong.

ReviewThe collective announcements did not stop the decline in stock prices. On November 6th, at the close of trading, the declines for Zhongji Xuchuang, Xinyisheng, and Tianfu Communication all expanded from the earlier session. However, Zhongji Xuchuang and Xinyisheng still emphasized strong market demand; Zhongji Xuchuang stressed that their main customer orders basically cover the entire year ahead, while Xinyisheng highlighted that they have sufficient orders in hand. What the capital market is concerned about may not be these manufacturers' current orders, but rather the longer-term demand.

Gartner Warning: A quarter of security vulnerabilities will stem from the misuse of agents.

Business and Technology Insights firm Gartner recently released a list of the top ten strategic technology trends that enterprises and institutions need to pay attention to in 2027. One of these trends is the new infrastructure for managing autonomous agents, which includes AI context platforms, AI agent identities, AI coding agent frameworks, and autonomous exposure and repair mechanisms. These will address issues such as whether agents understand business operations, who is responsible for managing permissions, who verifies the code, and who fixes vulnerabilities. However, the firm predicts that by 2028, 25% of enterprise security vulnerability incidents will be traced back to AI misuse of agents, with the root cause being the ineffective management of machine permissions.

ReviewThe industry is no longer only discussing what AI can do, but also focusing on the issues of who will manage and how to manage after AI operates autonomously. Gao Ting, the vice president in charge of research at Gartner, stated that the focus in 2026 will be on how to build and apply AI, while in 2027, the emphasis will shift to how to manage autonomous systems driven by AI. Managing these agents will include permission control, and preventing their misuse will be a systematic endeavor.

Marvell plans to acquire Lumentum.

On November 2nd local time, Marvell announced that it will acquire Lumentum through a all-stock transaction. According to the terms of the agreement, for each share held by Lumentum shareholders, they will receive 4.5 shares of Marvell. This transaction is valued at approximately $115 billion. The deal still requires approval from both parties' shareholders and regulatory authorities. If it proceeds smoothly, it will be one of the largest technology mergers and acquisitions in the world in 2026.

ReviewThis is a corporate merger and acquisition in the optical connectivity sector. Marvell mainly supplies chip components such as digital signal processors ( DSP ) to optical module manufacturers, while the core asset of Lumentum is high-speed EML lasers. According to estimates by TrendForce JIC Research, after the merger, the combined company will hold the second-largest market share in the wired communication semiconductor market, only behind NVIDIA and Broadcom. CPO (optoelectronic co-packaging) requires a company to have strong comprehensive capabilities; previously, it was anticipated that only a few companies like NVIDIA and Broadcom could achieve this, but Marvell has now secured a ticket to the CPO era.

Whether the merger will affect the competitive space of other optical module manufacturers is likely to be a key focus of review by the relevant regulatory authorities.

Both leading model manufacturers are trying to lower the barriers to using high-performance models.

Head model companies need to prove that their performance growth is sufficient to support the computing power commitments they have made.

Domestic large model solves world-class mathematical problem; Anthropic reported $16.8 billion in revenue for the third quarter.

AI Evolution Express | Apple Plans to Enter the Smart Home Market.