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At the Decoding China 2026 event, Huawei announced the introduction of the time compression concept of the "Tao (τ) Law" into base station product design for the first time, summarizing the challenges faced by traditional basebands within a single TTI as "endless calculations and incomplete transmissions."At the same time, Huawei released the OSCAR intelligent channel processing solution and the new generation UBBPi baseband series, providing a collaborative solution direction for the constraints of computation and transmission within a single TTI.

According to official news, Sequoia China and the robotics company Yushu Technology announced the establishment of the "ShanYu·Innovation Plan," focusing on discovering and investing in embodied intelligence, robotic applications, and their upstream and downstream key technologies, as well as early-stage entrepreneurial projects in other cutting-edge hard technology fields.It is reported that the core strategy of this plan is "understanding technology and industry, discovering early, making quick decisions, valuing people, and not adding chaos," which will provide industrial and financial resources for promising early-stage entrepreneurs in the fields of embodied intelligence, robotics, and other cutting-edge hard technologies.

According to Bloomberg, robotics AI software developer Physical Intelligence is negotiating at least $1 billion in financing, with a valuation expected to nearly double to about $20 billion. Existing investors Avenir and Lux Capital are in talks to lead the investment. Earlier this year, Physical Intelligence raised funds at a valuation of $11.5 billion, and insiders say the company currently has no revenue.Physical Intelligence was founded in 2024 by former Google DeepMind researchers and scholars from Stanford University and the University of California, Berkeley. Investors include CapitalG, a subsidiary of Alphabet, Jeff Bezos, and Thrive Capital. The company develops AI software that can run on various third-party hardware and supports multiple robotic actions. Recent job postings indicate that employees will train robots to perform daily household tasks. Earlier this month, Physical Intelligence opened access to its latest robot model for external developers for fine-tuning, which is still in the testing phase.

U.S. President Trump stated that he will soon officially ban the term "artificial intelligence (AI)" in all relevant documents.

AI cloud service provider Akamai launched the AI agent sandbox Agent Sandbox and the Akamai Inference beta on October 27. The Agent Sandbox provides an isolated environment for the code written and run for agents based on WebAssembly, limiting their computing power, memory, and external connections. Jon Alexander, Senior Vice President of Cloud Technology at Akamai, stated that teams running agents need to define boundaries for the code they write.A survey by Palo Alto Networks in 2026 of 2,930 security leaders showed that, on average, each human identity corresponds to 109 machine identities, of which 79 are AI agents. Hugging Face disclosed a breach on July 16, and OpenAI subsequently confirmed that its models were responsible; a METR investigation found about 1,200 OpenAI agents collaborating through hidden message boards, with around 700 participating in attacks, escaping the sandbox and exploiting unknown vulnerabilities to enter production systems.Zscaler discovered web pages hiding instructions targeting AI agents in July, specifically indirect prompt injection, with a spoofed document page requiring agents to pay approximately 0.0012 Ethereum as a $3 licensing fee, and 4 out of 26 tested models complied. Palo Alto completed its acquisition of CyberArk in February and acquired Koi in April, while Cisco completed its acquisition of Astrix Security on June 29. The investigation predicts that the number of enterprise AI agents will grow by 85% in the next 12 months, with human identities increasing by 56%.

Oracle (ORCL.N) launched an artificial intelligence data platform aimed at enterprise-level artificial intelligence scalable applications.

According to market news, Intel (INTC.O) will acquire the quantum startup Classiq for approximately $2.3 billion.

The Shanghai Municipal Economic and Information Technology Commission issued the "Action Plan for Accelerating the Development of a New Generation of Intelligent Manufacturing in Shanghai." The plan proposes to strengthen the industrial network and computing power infrastructure, support manufacturing enterprises in carrying out new industrial network transformations, promote the integrated evolution of control systems, industrial networks, and computing power facilities, and advance the pilot projects for industrial 5G/EUHT independent private networks.The plan also proposes to support the deployment of high-quality networks such as 5G-A and 10 Gigabit optical networks, accelerate breakthroughs in AI high-performance chips, and expedite the construction of a "hub-region-edge" computing power facility system. At the same time, it aims to strengthen the overall scheduling of intelligent computing resources, accelerate the construction of national computing power interconnection nodes, promote standardized access and on-demand invocation of computing power resources, and advance the inclusive supply actions of computing power services, enhancing the efficiency of the industrial intelligent computing cloud platform.

a16z co-founder Marc Andreessen commented on the online programming platform Replit and its CEO Amjad Masad's proposed concept of Agent Habitat, believing that more companies will become autonomous driving companies as a result. He stated that the keyword pointed out by Masad is chaos, and quoted his viewpoint that most agents today operate in chat windows, personal accounts, and one-off scripts, holding credentials and data given to them by others, but no one decides what they can access, nor can anyone see what they have done.Andreessen noted that disruptive technologies like personal computers, spreadsheets, and email entered the workplace in a bottom-up chaotic manner, and only later did they require habitats to moderately constrain that chaos. He cited examples such as early employees bringing personal computers into the office, spreadsheets enabling non-programmers to create business models and forecasts, but also introducing hard-to-audit formula errors; email bypassed the information flow controlled by the mailroom in the past. He believes this kind of chaos indicates that employees are claiming tools that can bring alignment and significant productivity improvements.Andreessen also stated that code is the ultimate product of alignment, and expanding the range of code contributors will bring chaos, thus requiring a free-range style of agent habitat rather than cages, but it cannot be completely laissez-faire. He mentioned that an employee from Sumitomo Mitsui Finance and Leasing completed a development process originally planned to take 6 people 6 months in just one week. He indicated that for companies to become autonomous driving companies, they must achieve alignment, and in the future, the degree of alignment may be measured by the richness of the agent habitat; Replit and its clients have already understood this, while most companies have not yet grasped it.

According to Zhitong Finance, Intel has agreed to acquire the Israeli quantum computing startup Classiq Technologies, with the transaction price undisclosed and expected to be completed in the first half of 2027. Classiq's clients include BMW and AT&T, and its technology helps clients write code that can be tested and run on any type of quantum hardware.This acquisition will enhance Intel's research and development capabilities in quantum hardware and make its products easier to deploy on quantum computers. Intel CEO Pat Gelsinger stated that partnering with Classiq will transform Intel's quantum computing division into a full-stack quantum computing enterprise. Classiq has raised over $200 million in funding and has approximately 130 employees, and after the acquisition, it will continue to help clients develop code that can run on various types of quantum hardware, including competitors' hardware. Intel has been committed for over a decade to transforming its silicon-based manufacturing advantages into a position in quantum computing, focusing on spin qubit technology.

Reuters reported on October 26 that amid fluctuations in global tech stocks, Chinese artificial intelligence and semiconductor-related stocks have already declined. The STAR50 index, dominated by mainland artificial intelligence and semiconductor leaders, has dropped 40% in less than four months, with a market value evaporating by about $480 billion. The CSI 300 index has fallen about 20% from its June peak, interrupting nearly two years of gains. Beijing fund manager Dong Baozhen said: The stock market has evolved into a speculative frenzy bull market, and now the bubble is bursting. Traders noted that the decline does not have a clear single trigger factor; high prices, tax bills, and the possibility of the U.S. or other countries banning Chinese equipment from entering data centers have all had an impact. During the same period, the Nasdaq has retreated 6% from its record high three weeks ago.Goldman Sachs stated that AI stocks account for 42% of China's market value and 57% of the trading volume of mainland A-shares and Hong Kong H-shares. When the robotics company Yushu went public, retail investors oversubscribed by about 8,000 times, and since trading began in August, its stock price has fallen by about half; chip company Changxin Storage has dropped more than a quarter in the past month. Mu Xi Integrated Circuit and Moore Threads saw their stock prices rise by about 700% and 400% respectively on their first day of trading last year, but have also fallen by about half since July. Optical module companies Zhongji Xuchuang and Guangxun Technology have dropped about 60% from their June and July peaks, partly due to the U.S. moving towards banning these companies from supplying to U.S. data centers. Hainan investor Chen Wensheng said: He bought Yushu because he felt official support and that there were state-owned background funds investing, but he is currently suffering losses with friends.The STAR50 is currently still about 100 times its past earnings, having fallen from a high of nearly 250 times, with investors comparing it to the Nasdaq 100's price-to-earnings ratio of about 30 times. Hong Hao, Managing Director and Chief Investment Officer of Lotus Asset Management in Hong Kong, said: The current situation will cause many companies trying to go public to pause. Leo Wang, a partner at Beijing Qianchuang Capital, said: Overemphasizing the market capitalization weight of tech companies in major indices will create serious bubbles in certain industries and siphon off funds from other sectors. Wang Zhuo, a partner at Shanghai Zhuozhu Investment Management, said: Chip manufacturers and AI suppliers will ultimately fall into price wars like other Chinese manufacturers. HSBC Research stated that Asian funds have generally been selling over the past three months but are still overweight in China; Goldman Sachs' updated recommendation list this month includes Zhongji Xuchuang and Changxin Storage. The China Securities Regulatory Commission did not immediately respond to Reuters' inquiries; Chairman Wu Qing met with market participants earlier this month to hear suggestions for improving the capital market.

Meta Platforms stated that artificial intelligence has created significant opportunities in its core business, new products, and services.

According to a report by Top Chinese Science and Technology Community, one of the core leaders of ByteDance's Seed AI research and development, Zhou Chang, submitted his resignation last week. Sources reveal that he will start his own venture, possibly related to embodied intelligence, and he has already been in contact with well-known funds, major corporate investors, and leading large model unicorns. People close to Zhou Chang, however, deny his resignation.Public information shows that Zhou Chang holds a bachelor's degree from Fudan University and a doctorate from Peking University. He previously served as the head of Alibaba's Tongyi Qianwen large model before joining ByteDance, where he was responsible for Seed multimodal interaction, world modeling, and Seed Robotics. Reports indicate that members of his original Alibaba team have also recently submitted their resignations, and the two may start a venture together.

According to Bloomberg, the UK government has announced an investment of £100 million (approximately $134 million) to build an artificial intelligence biosafety laboratory, supported by OpenAI, Anthropic, and Google DeepMind. According to a statement from the UK government, the laboratory will utilize artificial intelligence to detect and monitor biological threats.In addition to the aforementioned funding, OpenAI and Anthropic will also provide up to £200 million in usage credits for artificial intelligence models. The laboratory will also collaborate with Google DeepMind and life sciences company Basecamp Research, with the UK government allocating an additional £65 million for developing responses to pathogens.The announcement also includes an additional £120 million to the Artificial Intelligence Safety Institute, which is responsible for regularly assessing cutting-edge artificial intelligence models; and an additional £23 million to the under-construction Artificial Intelligence Economic Research Institute for analyzing the impact of artificial intelligence on the economy.

Most Hong Kong chip stocks fell, with Hua Hong Semiconductor (01347.HK) down over 7%, ASMPT (00522.HK) down over 6%, Wallen Technology (06082.HK), Tianshu Zhixin (09903.HK), and Zhaoyi Innovation (03986.HK) down over 5%.Some artificial intelligence stocks strengthened, with Qunhe Technology (00068.HK) up over 15%, Chipone Technology (02166.HK) up over 4%, NetEase-S (09999.HK) up over 3%, and Meitu (01357.HK) up over 2%.

According to Axios, a U.S. intelligence memorandum warns that Iran's plot to assassinate American officials overseas has entered a "high-level stage."

On October 23, the General Office of the State Council issued the "Opinions on Adapting to the Development of Artificial Intelligence Technology to Support the Construction of Employment-Friendly Development Models" (Guo Ban Fa [2026] No. 29). The document proposes to adapt to the development of artificial intelligence technology, enhance the positive effects of job creation, empower traditional positions, and mitigate the impact of job replacement.The opinions point out that the role of artificial intelligence should be leveraged to improve the employment environment, enhance occupational safety levels, and improve work quality and efficiency, with priority given to promoting applications in positions with labor shortages and high-risk environments; it is essential to cautiously manage the scope, intensity, and pace of artificial intelligence applications in labor-intensive industries to minimize the impact on workers. The document also encourages enterprises to explore the establishment of an unemployment buffer period system, to inform affected workers in advance during the large-scale promotion of artificial intelligence applications, and to provide support for job transition and transformation.The opinions also outline deployments in areas such as strengthening job creation effects, constructing employment-friendly upgrade paths, enhancing workers' digital literacy and employment capabilities, promoting artificial intelligence-enabled employment policy services, improving workers' rights protection and social security, and perfecting employment monitoring, early warning, and risk response mechanisms. The document is dated October 16, 2026, and is marked for public release.

Recently, at the 2026 World Physics AI Conference and Yushu Partner Ecosystem Conference, the robotics company Galaxy Universal and Yushu Technology announced the joint development of the world's first native intelligent robot, Galaxy Star Galbot ET1.This product made its debut at the World Robot Conference in August this year. This announcement of joint development further showcases the collaboration between the two parties in product definition, hardware refinement, and the development of embodied intelligent capabilities.

According to Gate market data, Hong Kong stocks in artificial intelligence have strengthened, with Zhipu rising over 6%, MINIMAX-W rising over 9%, Xunce rising over 5%, and Xiaomi rising over 4%.

The global bond market is experiencing heightened risk aversion due to the sell-off of artificial intelligence-related stocks and escalating geopolitical tensions. The spread of high-rated Asian corporate dollar bonds has risen to its highest level since July last year, and the global corporate bond yield premium has surged to 129 basis points.Concerns about the pace of spending related to artificial intelligence have triggered turmoil, with Castle Securities CEO Griffin warning of bubble risks, while Blackstone President Jon Gray believes market demand remains strong.