NEAR AI Breached Through an SGLang RCE: No CVE, No Upstream Fix Yet
NEAR AI says an attacker used an unpatched remote code execution flaw in SGLang on 8 November 2026 to reach ~100 users' account data, 18 legacy agents and requests running in its TEE. No CVE or SGLang advisory exists. What SGLang operators should do now.
6 minNov 13, 2026Anthropic Lets You Self-Host Claude Managed Agents, in Private Beta
On 12 November 2026 Anthropic opened a private beta of self-hosted Claude Managed Agents: the API server, agent loop, session history and workers run on your infrastructure, and only model calls leave. What changes for platform teams.
6 minNov 10, 2026Wharton 2026 AI Report: 80% Report Positive ROI, Only 28% Strong Returns
The fourth Wharton and GBK Collective AI adoption study, published 13 October 2026, surveyed about 1,400 US enterprise staff: 62% of managers use AI daily, 80% report positive returns, 28% strongly positive, 67% of departments use agents and 17% let them act alone.
6 minNov 10, 2026Uber Cuts 3,300 Jobs, About 10% of Staff, and Its Memo Never Mentions AI
On 2 September 2026 Uber said it would cut about 10 percent of its workforce, roughly 3,300 roles, mostly management layers, weeks after a $2.4 billion quarterly profit. The memo skips AI; the context around it does not.
6 minNov 10, 2026TSMC Q3 2026: $46.7B Revenue, HPC at 68%, and a $52.3B to $54.3B Q4 Guide
TSMC reported Q3 2026 results on 15 October: $46.72B revenue up 41% in US dollars, a 66.4% gross margin, HPC at 68% of sales, 3nm at 33% of wafers and Q4 guidance of $52.3B to $54.3B. What it says about AI chip supply in 2027.
6 minNov 10, 2026Third Circuit Rules AI Training on 2,243 Westlaw Headnotes Was Not Fair Use
On 29 September 2026 the Third Circuit affirmed that ROSS Intelligence infringed Thomson Reuters by training a legal search AI on 2,243 Westlaw headnotes. The first appellate AI training fair use ruling, its limits, and what it means for data pipelines.
6 minNov 10, 2026SpaceX's Ex-xAI Unit Hits $7.56B Q3 Revenue, Mostly From Renting Compute
SpaceX reported Q3 2026 results on 20 October: its Super Intelligence segment, the former xAI, grew revenue 830% to $7.56B and turned a $431M operating profit, driven by cloud deals with labs like Anthropic, the Cursor acquisition and Grok, on $16.4B of AI capex.
6 minNov 10, 2026ServiceNow Lifts AI ACV Target to $1.7B, Then Has Its Worst Day Since 2012
On 28 October 2026 ServiceNow raised its 2026 AI annual contract value target to $1.7 billion, up 70% since January, and beat Q3 revenue estimates. The next day its shares fell as much as 25% on a weaker cRPO outlook. What the numbers say about enterprise agent demand.
6 minNov 10, 2026Salesforce Launches AIforce at Dreamforce 2026 as Agentforce ARR Passes $1.5B
At Dreamforce on 15 September 2026, Salesforce launched AIforce, Claudeforce and the Koa CRM model, and moved service agents to pay-per-resolution pricing. Agentforce ARR passed $1.5 billion in August, under a wider definition. What is real and what is packaging.
6 minNov 10, 2026Plugin4Shell: Plugin SHA-Pin Bypass in Claude Code, Codex, Copilot, Gemini CLI
Air Security's Plugin4Shell showed that four AI coding agents trusted a pinned plugin SHA without checking it. Claude Code 2.1.179 and Codex 0.146.0 are fixed, Gemini CLI never will be. Versions, timeline and what to do.
6 minNov 10, 2026Oracle Names AI in Its Restructuring Plan, Lifts Cost Estimate to $2.8 Billion
Oracle's 10-Q filed on 11 September 2026 added about $700 million to its restructuring plan and, for the first time, cited the adoption of AI across certain functions, in a quarter with $28.5 billion of capex and negative free cash flow.
6 minNov 10, 2026Oracle Sells $20B of Stock and 7% to 8.65% Bonds to Fund AI Data Centers
Oracle raised $10 billion of stock at $116 a share and $10 billion of notes at 7% to 8.65% on 4 November 2026, a week after an investor day that capped new capital raises through FY30 at $20 billion and promised positive free cash flow in late FY28.
7 minNov 10, 2026Operation Snowball: Jailbroken DeepSeek Agent Breached a Telecom and 13 Firms
Malbear Labs found an open directory holding 70+ transcripts of an autonomous DeepSeek-based agent that spent two weeks inside a European telecom and 13 hosted organisations, reaching millions of patient records.
6 minNov 10, 2026OpenAI GPT-6.1 Terra: Computer-Use Model at $1/$5, Half the Price of Sol
On 26 October 2026 OpenAI launched GPT-6.1 Terra, a mid-tier model for computer use and coding priced at $1/$5 per million tokens. Its benchmark claims, how it fits the GPT-6 lineup after the cancelled GPT-6.1 Astra, and what engineers should test.
6 minNov 10, 2026OpenAI Raises $11B at a $1.25 Trillion Valuation After Cutting Its Target
OpenAI took about $11 billion in a first close on 6 November 2026 at a $1.25 trillion valuation, after shrinking the round from up to $30 billion to $20 billion and walking back from $1.4 trillion. The numbers, the $50B net revenue run rate and what it means for buyers.
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