Daily Brief Archive

DeepSeek reportedly plans to launch V4 around the Lunar New Year, focusing on coding and ultra-long code prompt handling; Lightricks open-sources LTX-2 (19B parameters) supporting synchronous 4K video and audio generation, up to ~20 seconds; TrendForce says HBM4 mass production may be delayed until after late Q1 2026 due to NVIDIA raising Rubin memory specifications.

Google pushes Gemini summaries/suggested replies to over 3 billion Gmail users and enables them by default for some, requiring manual opt-out; AI21 open-sources the Jamba2 family under Apache 2.0, offering 256K context and 3B/52B variants; Hyundai plans annual production of 30,000 Boston Dynamics Atlas humanoid robots at a US factory by 2028

Mobileye plans a $900 million acquisition of Mentee Robotics expected to complete in Q1 2026; Zhipu AI discloses Hong Kong IPO with an issue price of HK$116.2 per share, raising about HK$4.3 billion and valuing the company over HK$50 billion; malicious Chrome extensions with over 900,000 combined downloads steal and exfiltrate ChatGPT/DeepSeek conversation content.

xAI announced the completion of a $20 billion funding round with NVIDIA's participation to expand Grok and build its own AI infrastructure; Accenture acquired UK AI company Faculty for $1 billion and appointed its CEO as Group CTO; Open WebUI patched the high-risk CVE-2025-64496 vulnerability (affecting up to v0.6.34) to block SSE injection and potential RCE risks

NVIDIA open-sources Alpamayo 1 (10-billion parameters) and provides 1700+ hours of driving data and the AlpaSim simulation framework; NVIDIA releases Jetson T4000 (1,200 FP4 TFLOPS, 64GB memory) priced at $1,999 per unit for orders of 1,000 or more; TII open-sources Falcon H1R 7B and discloses AIME 2025 score of 83.1

Global GPU order volume expected to be ~2 million but immediate supply is only ~700,000, prompting large companies to turn to ASICs; LMArena completes $100M funding round to support user-vote-driven model evaluation and inference costs

China Meteorological Administration released/upgraded 5 major weather AI models; Fengqing generates 15-day global forecasts in 3 minutes, Fenglei's strong echo forecast quality improved over 25%; xAI's Grok is accused of generating sexualized 'undressing' images, Reuters counted at least 21 requests fully satisfied, and India demands a rectification report within 72 hours; Biren Technology raised $558 million in its HK IPO, surged 76% on the first day to reach a market cap of HK$46.9 billion.

Google releases Gemini 3 Pro, achieving 1501 Elo on LMArena, and Deep Think improves Humanity’s Last Exam score to 41%; ByteDance plans to procure approximately $14 billion worth of Nvidia chips in 2026, with Chinese companies booking over 2 million H200s; Nvidia reportedly acquires inference chip company Groq for $20 billion.

OpenAI plans to release a new-generation audio model in Q1 2026, paving the way for screenless personal devices; Z.ai open-sources GLM-4.7, achieving 67.5 on BrowseComp and 87.4 on τ²-Bench, and launches API; DeepSeek proposes mHC architecture, validated on 3B/9B/27B models with training overhead increasing only 6.7% at scaling factor 4.