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2026-11-07

Content is auto-organized by AI from public feeds for reference only. Verify important facts at the original source.

Today's conversation centers on AI valuations: Anthropic's IPO underwhelmed and Inkling 2 Small arrived alongside a reported $40B funding round. The mood has spilled into US tech shares, bond markets, and Asia-Pacific equity markets, while data center power constraints are moving into the policy agenda.

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2026-11-07 AI briefing

  1. NO.01Surge740↑ 60%

    Anthropic IPO cools as investors weigh valuations down to $1.1 trillion

    Anthropic's IPO plans are meeting colder investor interest after a broad AI stock selloff, with Bloomberg reporting prospective backers reassessing valuations and looking at levels as low as $1.1 trillion. Other reports have cited different figures: a range of $1.2-$1.3 trillion discussed by some investors, and a possible drop to around $1 trillion per the Wall Street Journal. Some coverage mentions a potential listing before Thanksgiving, but the company has not confirmed pricing or any timing change.

    BF华T+610 sources·12 reports
  2. NO.02Surge725↑ 59%

    Thinking Machines Lab releases Inkling 2 Small amid reported $5B funding round

    Thinking Machines Lab has released Inkling 2 Small, a Mixture-of-Experts model with 594B total parameters and 17B active parameters that accepts image input, with weights slated for release next week. The company says it will become the strongest open-weight model outside China, while Artificial Analysis scores it 31 on its AA Index, on par with Gemini 3.8 Flash (high). Separately, Business Insider reports the lab is raising $5 billion at a $40 billion pre-money valuation, led by Accel.

    ZT智极RX+410 sources·20 reports
    DeepSeek V4DeepSeek
  3. NO.03Rising674↑ 17%

    AI market turmoil spreads as US chip stocks sell off, credit and Asia equities slide

    After the US midterm results, AI-linked stocks were sold off sharply on fears over data center spending: the Nasdaq 100 fell 6%, and about $3.2 trillion in US market value was wiped out in one day. Golem calls it fears that the AI investment peak has passed, echoing Guardian debate on whether a bubble is bursting, while earlier Bloomberg and Fortune reports stressed data center approval risks. The selloff then spread to credit and Asia, with Japanese and Korean equities entering bear territory, SoftBank dollar bonds posting their worst session in ten weeks, and Asian AI billionaires losing $18 billion.

    TT华G+610 sources·16 reports
  4. NO.04559Flat

    AI stocks slide after election; tighter data-center rules loom

    Across the U.S. midterms, 40 of 41 anti-data-center ballot measures in 10 states passed, with only Harwood, North Dakota defeating one. Accounts differ on exact counts in Texas, Ohio and Georgia. After the result, U.S. chip, AI and tech stocks sold off, spilling into Asian markets, while Democratic wins raised worries of more scrutiny and a slower build-out.

    TCFTB+49 sources·13 reports
  5. NO.05Rising530↑ 32%

    Muse live voice and video arrives for US users, Meta pauses new commercial terms

    Meta has opened Muse real-time voice and video calls to US users on mobile, web and Mac, with customizable animated avatars, though the exact rollout scope is unclear. Separately, following criticism and legal pressure, Meta has paused new commercial and advertising terms that were due on Nov. 20 and would have let it scrape business website content, and has withdrawn the approach that would have required Facebook Page owners to grant AI training consent. Existing terms remain in force.

    AT智TTX+28 sources·11 reports
  6. NO.06Rising493↑ 16%

    OpenAI ships Images 2.6 with GIF and SVG output

    OpenAI has rolled out Images 2.6 across ChatGPT, Codex, and the API, with Flare and Sunburst as the two API variants. The update adds GIF animation and SVG export, with a claimed 50% speed gain and up to six-second generation in some reports. Token pricing and roughly $0.211 output cost for a 1024x1024 high-quality image are unchanged, though 2.6 drops Batch and Responses image tooling is described differently in the new and old docs.

    XDM蓝智+914 sources·16 reports
    RunwayChatGPT
  7. NO.07Rising407↑ 31%

    Perplexity launches always-on AI agents Teammates for $200/month Max plan

    Perplexity has launched Teammates, a suite of always-on AI agents that run in isolated environments and draw on a user's existing Projects, skills, and memory in Computer to plan, coordinate, and complete work for human review. They can also orchestrate Computer sessions and other agents, and message colleagues in Slack. The feature requires a $200/month Max subscription, priced above comparable offerings from OpenAI and Anthropic. Perplexity says it is now available on web for Max subscribers; other outlets report a November 4 or 5 launch, and no information indicates an iOS rollout yet.

    TIDTTX6 sources·8 reports
    Perplexity
  8. NO.08New277New

    TSMC reportedly moves on 3D DRAM plan for Nvidia, led by packaging VP Hsu Kuo-chin

    According to The Information, TSMC is considering producing advanced AI memory chips and has reportedly begun planning 3D DRAM at the request of its largest customer, Nvidia. The project is reportedly led by Hsu Kuo-chin, VP of advanced packaging, and remains under evaluation with no capacity, timeline, or customer details disclosed. If pursued, TSMC would compete head-on with Samsung, SK Hynix, and Micron in AI memory.

    TTB3 sources·3 reports
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