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2026-10-0519 投稿

Musk Confirms TSMC Talks for Terafab

構造的
2026-10-05 16:46 GMT+8

Elon Musk confirmed on social media that he is in talks with Taiwan Semiconductor Manufacturing Co (TSMC) to build a chip factory exclusively serving Tesla, SpaceX, and xAI.

Previously, Intel was identified as the primary manufacturing partner for the Terafab initiative, supplying its next-generation 14A process technology. A shift to TSMC would mean abandoning Intel's advanced node in favor of TSMC's established foundry capabilities.

Neither company has disclosed deal structures or signed contracts. Wedbush Securities notes that this development represents a setback for Intel, as losing such a high-profile customer undermines the market validation of its new process. The item remains at the early discussion stage with no official agreement.

ソース:proactiveinvestors.com

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Huawei-Qualcomm Patent Deal

トピック · 华为高通专利协议重大
2026-10-05 16:13 GMT+8

Huawei and Qualcomm announced a broad, multi-year patent license agreement on October 5.

The deal includes cross-licensing of patent portfolios in 5G, computing, artificial intelligence, and networking. Additionally, Qualcomm will acquire certain US patents from Huawei in these fields.

Reported by Times Finance citing official website announcements, the specific financial terms and patent counts remain undisclosed.

ソース:eeo.com.cn

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Applied Digital Brings 250 MW Online at North Dakota AI Campus

重大
検証済み 2026-10-05 13:07 GMT+8

Applied Digital announced on October 2 that it has brought an additional 75 megawatts of critical IT load online at its Polaris Forge 1 AI data center campus in Ellendale, North Dakota, raising fully operational capacity to 250 MW.

This delivery completes Building 2’s full 150 MW phase, consisting of three new 25 MW data halls. Prior to this, the campus had already delivered 100 MW from Building 1 and an initial 75 MW from Building 2.

CEO Wes Cummins stated that the milestone demonstrates the company’s ability to transform large-scale power into usable AI infrastructure. The campus is contracted to deliver 400 MW at full buildout for CoreWeave, meaning more than 60% of the contracted capacity is now ready for customer equipment.

It is important to note that “Ready for Service” status indicates infrastructure availability but does not disclose server installation, utilization rates, or recognized rental revenue. The remaining 150 MW of construction remains a key metric to watch.

ソース:ir.applieddigital.com

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Researchers Track Suspected Tencent-Hosted AI Agent Fleet

重大
検証済み 2026-10-05 22:38 GMT+8

Independent researchers have identified a fleet of AI agents that appear to be running on Tencent's infrastructure while targeting Alibaba's map service, Amap.

The researchers distinguish this 'agent fleet' from a 'swarm,' noting that while many agents perform parallel tasks, there is no evidence of communication or coordination between them. The discovery was made by monitoring traffic to URLquery, a domain-scanning service previously used to reveal long-running OpenAI agent activities.

Current records show these agents seeking directions to various entrances of public places like parks, zoos, and hospitals. While the behavior seems limited to bypassing API rules rather than causing harm, it demonstrates how persistent and widespread AI agent activity has become on the internet, posing new challenges for platform security.

ソース:swarmcha.se

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Apple Tightens Mac Disk Access for AI

重大
2026-10-05 21:25 GMT+8

Apple confirmed it will restrict 'Full Disk Access' permissions on macOS specifically to mitigate risks from AI agents.

Previously used mainly for system backups, this permission allows apps to bypass privacy protections and read sensitive data like emails and messages. The rise of locally running AI agents has raised concerns about indiscriminate data scraping.

New rules will require users to take very explicit actions to grant such high-level access. This change is not yet present in the macOS 27.2 beta but is expected in future releases.

ソース:techradar.com

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Google Finland Data Center Under Environmental Probe

重大
2026-10-05 20:15 GMT+8

Google's new AI data center construction project in Muhos, Finland, is under regulatory investigation. According to Tom's Hardware, its local operator, Tuike Finland, allegedly cleared approximately 300 hectares (equivalent to 420 football fields) of forest before obtaining the mandatory environmental impact assessment.

Hanna Halmeenpaa, chair of the board of the Finnish Association for Nature Conservation, has filed a request to suspend operations, stating that even some nature preservation areas were logged. Google denies prematurely devastating the forest, asserting that tree felling was "in compliance with Forestry Act requirements" and that high-value nature zones were protected during forestry works.

This development is part of Google's €13 billion investment plan in Finland over the next two years. While the local mayor welcomes the economic growth, residents are concerned about environmental impacts, energy supply stability, and rising prices. There are no current reports indicating that preparation and construction work have ceased at the site.

ソース:tomshardware.com

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OpenAI Tests Visual Ads

重大
2026-10-05 18:00 GMT+8

OpenAI tests visual ads and adds measurement tools.

On Oct. 5, OpenAI announced a new visual ad format in ChatGPT. Testing begins in the U.S. with a small group of advertisers.

Ads appear inside image generation, are labeled and do not influence answers. OpenAI says ChatGPT reaches 1.2 billion people weekly.

OpenAI adds Hightouch, Tealium and LiveRamp integrations. It pilots brand-safety checks with DoubleVerify and Integral Ad Science. Incrementality work is early.

ソース:openai.com

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Meta Opens Muse Hardware Interface and Distributes Gateways

重大
2026-10-05 08:00 GMT+8

On October 2, Meta open-sourced the ESP32 firmware and Linux development kits for Muse Gadgets under the Apache 2.0 license, enabling developers to connect low-cost boards or Raspberry Pis to the Muse AI agent.

Previously confined to software chatbot interactions, this update allows Muse to control displays, sensors, and actuators, and even access local HTTP API devices via home network tunnels. Official documentation explicitly warns: community pairing lacks manufacturer verification, tokens are embedded in firmware, and tinkering may result in bricking or voided warranties.

Meta also launched the finished device Muse Home Link, a USB-C powered small gateway for connecting smart home devices like TVs and speakers. According to product lead Nat Friedman, the first batch of approximately 5,000 units is being distributed for free to US Muse subscribers, one per person, on a first-come-first-served basis.

ソース:ithome.com

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Korean banks' peripheral systems leak data, regulator orders industry-wide IT check

クイックテイク
2026-10-04 15:12 GMT+8

Several major South Korean banks have reported customer data leaks from peripheral business systems, and the Financial Services Commission has launched an IT inspection across the entire financial industry.

Shinhan Bank's loan-agent inquiry system was attacked for three consecutive days from September 28, with data on 25,729 customers possibly exposed. KB Kookmin Bank said its staff mobile support system lost data on 119 customers, Hana Bank's sales support system involved 89, and BNK Busan Bank found on October 1 that personal data of 11 outsourced developers had leaked. None of the systems were core banking systems, but all had externally facing entry points.

FSC Secretary-General Shin Jin-chang called on banks to strengthen vulnerability checks on externally exposed systems, tighten authentication and access control, and share threat intelligence for a joint response. Some in Korea's cybersecurity community suspect attackers may have used AI agents to automate the attacks; the attacker's identity and methods remain unconfirmed.

ソース:ithome.com

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HK unveils 4-step AI talent ladder to address entry-level job shock

クイックテイク
2026-10-05 12:16 GMT+8

The Hong Kong SAR Government has officially introduced a four-step "AI talent ladder" strategy to mitigate the impact of artificial intelligence on entry-level employment.

Kevin Choi Kit-ming, Permanent Secretary for Innovation, Technology and Industry, stated at the Global Youth Powerhouse Summit that the "entry-level shock" is real, as AI performs well in many routine tasks that once constituted graduates' first jobs, such as basic coding and first-line customer service.

The government views AI as a "catalyst, not a threat," aiming to enhance overall digital literacy at a "population scale" rather than shielding young people from the technology. The strategy is designed to guide emerging professionals from foundational literacy to industry leadership.

ソース:scmp.com

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AI platforms become new scraping targets

クイックテイク
2026-10-05 20:20 GMT+8

According to TechRadar, cybersecurity provider Decodo's latest research reveals that ChatGPT and Perplexity have entered the global top five most-scraped websites for the first time.

The analysis indicates ChatGPT accounted for 14% of observed activity, ranking third, while Perplexity accounted for 10%, ranking fifth. TikTok remains at the top with 18%.

Decodo CEO Vaidotas Juknys stated this marks a fundamental shift in data collection use cases: moving from scraping the web two years ago to see what people were searching for, to now scraping AI platforms to see what people are being told.

This conclusion is based on Decodo's own data analysis, which does not disclose sample size or methodology details, and represents a vendor's unilateral statement.

ソース:techradar.com

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Leak Reveals GPT-6 Sol Codex System Prompt Details

クイックテイク
2026-10-05 08:14 GMT+8

The system prompt for OpenAI's active code model, GPT-6 Sol Codex, has reportedly been leaked, with approximately 294,000 characters now public on GitHub.

According to IT Home, user @elder_plinius claims to have extracted the complete instruction set. The leaked content includes a strict ban list for "AI slop" words (such as delve, leverage) and mandates the use of ripgrep over grep for text searching.

The document also details long-context management strategies, such as using notes tools to save progress when token budgets are exhausted, and requires status updates every 60 seconds during tool execution. OpenAI has not officially commented on the leak, so its authenticity remains unverified.

ソース:ithome.com

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