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AI news from around the world, summarized daily — model releases, company moves, research and policy

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Today'sInfraAI Infrastructure

October ICT Exports Surge 202% on AI Demand

October ICT exports reached $70.35 billion, up 202% year over year.
Semiconductor exports rose 259.4% and server SSD exports 584.3%, driving growth.
ICT products made up 61% of national exports, while the trade surplus reached $50.55 billion.

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Nvidia Earnings in Focus for Investors

NH Investment & Securities sees the KOSPI at 5,200–6,000 for Nov. 16–20, with Nvidia earnings and FOMC minutes in focus.
Nvidia’s earnings and the Fed’s signals are expected to shape volatility in South Korean stocks and expectations for further rate hikes.
After Jensen Huang’s departure, Nvidia named CFO Colette Kress interim CEO as investors watch China sales and AI chip demand.

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Today'sInfraAI Infrastructure

SK Group Maps AI Flywheel Growth Strategy

SK Group discussed an AI flywheel growth strategy at its 2026 CEO Seminar.
The group plans to expand from AI chips, infrastructure and energy into models and services.
Chairman Chey Tae-won urged members to redefine themselves as AI companies and work with global partners.

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Today'sInfraAI Infrastructure

LG Uplus Plans Enterprise Token Business for 2027

LG Uplus plans to launch a token business for enterprise customers in 2027.
Model routing cut costs by more than 25% for general queries and 30% for coding agents in internal tests.
The company cited coding cost cuts above 90% with its own model and outlined a chip-mix strategy.

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Today'sInfraEnergy

Samsung SDI and LG Energy Solution to Debut Batteries at RE+ 2026

Samsung SDI and LG Energy Solution will unveil battery solutions at RE+ 2026 in Las Vegas.
Samsung SDI will show SBB 2.0 and U8A3; U8A3 met every LSFT requirement.
LG Energy Solution will display JF3 AC LINK, with about 26% higher site energy density.

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Today'sFinanceInvestment

Anthropic Founders Poised for IPO Windfall

Anthropic’s seven co-founders prepare for an IPO expected to begin trading Nov. 19
Founders may each receive about $250 million and hold stock worth upwards of $18 billion
Founders own about 10% of Anthropic but hold 50.1% voting control through Founder LLC

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Today'sSafety & EthicsAI Safety

AI Companies Face Security Failures

Nvidia CEO Jensen Huang resigned Thursday after admitting an affair with a woman at a chip buyer under investigation for smuggling.
OpenAI recording devices, account access in 72 hours, and an Anthropic systems breach in under 12 hours raised security concerns.
Researchers cited capable agents, lower cybersecurity priority, and market pressure as reasons frontier AI companies struggle to secure their work.

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Today'sResearchAnalysis

Nvidia Shares Fall Amid CEO Turmoil

Nvidia shares dropped more than 12% during a week dominated by Jensen Huang’s resignation and investigations
Morningstar cut Nvidia’s fair value estimate by 19% ahead of Tuesday’s earnings report
Anthropic’s IPO was set to price Wednesday; Morningstar said its pricing undervalued the company

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Today'sSafety & EthicsAI Ethics

Take-Two CEO Criticizes AI Game Clones

Take-Two CEO Strauss Zelnick criticized Anthropic and OpenAI over AI-assisted copying of existing games
Zelnick called it ironic for AI companies to copy others’ intellectual property while seeking protection for their own
Anthropic added a Claude rule against recreating specific games; OpenAI appeared to have no equivalent restriction

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Today'sRobotics

Runway Releases Praxis-1 Robot Control Model

Runway released Praxis-1’s trained weights and code for inference and further training.
The roughly 27 billion-parameter model is available for commercial use under Apache 2.0.
Praxis-1 achieved a 46.2% success rate on RoboLab-120 and 88 successes on the Franka FR3.

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Yesterday'sFinance

Nvidia Earnings in Focus After Jensen Huang Resigns

Nvidia announced on the 12th that CEO and board member Jensen Huang would step down, naming Colette Kress interim CEO.
The KOSPI rebounded 4.56% last week, while foreign investors bought Samsung Electronics shares and sold SK Hynix shares.
Investors await Nvidia’s earnings on the 17th; the KOSPI’s forward PER is 3.7x, while net profit estimates rose 16%.

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Yesterday'sHealthcare

Study Compares Three LLMs in Pediatric Poisoning

A study compared three LLMs on 30 simulated pediatric paracetamol poisoning scenarios
Claude Sonnet 4.6 led performance measures and had no critical safety errors
ChatGPT had 1/30 critical errors and Gemini 3 Flash had 3/30; rate difference was not significant

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Yesterday'sPolicyGovernment

Guardian Reports Trump Bought Nvidia Shares

The Guardian reports Trump bought Nvidia shares shortly before easing AI chip export controls.
Anti-corruption group analysis puts his Nvidia purchases at $1 million to $5 million before the rules were scrapped.
Democrats begin formal inquiry into alleged ties between Trump and Jensen Huang.

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Yesterday'sInfraAI Infrastructure

NVIDIA Shows Two-Station GLM-5.3 Serving

NVIDIA tutorial serves GLM-5.3 NVFP4 across two DGX Stations because its 464 GB weights exceed one GB300 GPU’s 252 GB memory.
Tensor parallelism splits the 753-billion-parameter model across GPUs; 40 billion parameters activate per token.
AIPerf measured peak throughput of 607.8 tokens per second at concurrency 16, falling to 385.0 at 32.

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Yesterday'sAgentsAgentic AI

Anthropic Opens Claude Code Projects Beta

Anthropic opens updated Claude Code Projects beta to select Pro and Max cloud-session subscribers
Projects coordinate parallel threads that run tests, open pull requests, and share project memory
Anthropic plans broader access over the coming week; local thread execution is coming soon

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Yesterday'sInfraAI Infrastructure

Estée Lauder Expands AI Transformation Plan

Estée Lauder expanded its One ELC plan to embed AI across company operations during a broader restructuring.
The company raised fiscal 2027 organic sales growth guidance to 4% to 5.5%, from 3% to 5%.
Ask ELC handled more than 45,000 queries across 49 countries, with over 90% answered without human intervention.

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Yesterday'sPolicyGovernment

Malaysia Probes Megaspeed Chip Re-exports

Malaysia is investigating whether Megaspeed affiliate Speedmatrix re-exported imported Nvidia chips and servers.
Since July 2025, exports and re-exports of U.S.-made high-performance AI chips have required prior approval.
The prime minister said no chip transfers abroad have been confirmed; a direct link to Singapore’s investigation is also unverified.

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Yesterday'sAgentsAgentic AI

Amazon Weighs Global Product Database

Amazon is considering a World Product Graph that would include products sold by other retailers.
Reuters cited internal documents on the 13th; the project’s target launch is October 1 next year.
Amazon says Alexa for Shopping answers with about 97% accuracy, distinguishing it from errors flagged in older documents.

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Yesterday'sPolicyGovernment

Congress Probes Nvidia’s H200 China Exports

Congressional committees are investigating how Nvidia’s H200 exports to China were authorized.
Senate and House panels notified Commerce Secretary Howard Lutnick; a bill to block key chip exports to China for 30 months was also introduced.
The House Foreign Affairs Committee says Jensen Huang agreed to testify privately, potentially as early as next week.

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