News 2026-11-12

Technology & AI (10)

▸How LinkedIn, Netflix & DoorDash Run Agents, Evals & Inference in Production: QCon AI New York 2026InfoQ · 3d ago

At QCon AI New York 2026, Netflix serves one million inference requests per second across 300+ models.

▸AMD shares how it can retain 95% of server performance with just half the DRAM, sidestepping memory shortages with MEXTTom's Hardware · 3d ago

AMD deployed MEXT on 145 servers, retaining 95% performance with half the DRAM.

▸Presentation: Opening the Black Box: Critical Explainability for AI Agent Tool Selection with Kiji InspectorInfoQ · 2d ago

Hannes Hapke presented Kiji Inspector, which forces models to use only 95% zeroed active features to expose AI agent tool selection logic.

▸Techie uses voltage glitching hack to turn $2,500 Nvidia 8GB cryptomining GPU into a full-fat $20,000 A100 with 80GB of VRAMTom's Hardware · 2d ago

Techie Kate used an $8 STM32G4 microcontroller to voltage glitch an $2,500 Nvidia CMP-170HX into an $20,000 80GB A100.

▸SpaceX develops its own ‘Kessel’ rack-scale system featuring 72 Nvidia Rubin GPUs for data centers in space, report claimsTom's Hardware · 3d ago

SpaceX is developing a custom Kessel system with 72 Nvidia Rubin GPUs for terrestrial and orbital data centers.

▸AMD: Where we're going we don't need (as much) DRAMThe Register · 3d ago

AMD acquired Mext technology to replace DRAM with NVMe flash, claiming up to 99 percent performance with half the DRAM.

▸A closer look at Verano, AMD's first step toward a Zen-based superchip to rival Nvidia's Vera RubinThe Register · 3d ago

AMD launched Verano, a 72-core or 192-core CPU with 5.3 GHz clocks to rival Nvidia's Vera Rubin.

▸Taiwan’s chipmaking giant TSMC to invest $1B in Anthropic, OpenAIArs Technica · 2d ago

TSMC invests $1B in OpenAI and Anthropic, allocating $500M each for preferred stock and common shares.

▸US bit barn boom sees energy needs grow 10x as fast as grid capacityThe Register · 2d ago

US datacenter power consumption is growing roughly ten times faster than grid capacity, driven by surging AI infrastructure demand.

▸Google DeepMind just mathematically verified key parts of SignalArs Technica · 3d ago

Google DeepMind researchers used agentic AI to formally verify key cryptographic guarantees of the Signal protocol in a four-week proof-of-concept project.

Finance & Markets (8)

▸Banking System Vulnerability: 2026 UpdateLiberty Street Economics · 2d ago

Matteo Crosignani, Thomas M. Eisenbach, and Fulvia Fringuellotti report the U.S. banking system's capital gap rose to $16.9 billion.

▸Shock absorbers? Energy prices, labour market slack and monetary policy: a view through the lens of a structural modelBank Underground · 2d ago

Albuquerque et al. find energy shocks are twice as inflationary when vacancies are plentiful relative to job-seekers compared to a loose market.

▸The AI megatrade’s mounting portfolio concentration risk problemFT Alphaville · 2d ago

There aren’t enough baskets to safely cope with this many massive eggs

▸Satyajit Das: Chronicle of A Financial Crisis Foretold – Part 1Naked Capitalism · 2d ago

Satyajit Das warns of a crisis citing a $350 trillion global debt and a Buffett Indicator exceeding 230% of GDP.

▸US stocks in dot-com-style bubble; AI faces reality checkKED Global · undated

Owen Lamont warns of a dot-com bubble with a 40.7 CAPE ratio while others note AI hardware risks and private equity distributions fell to 4%.

▸The Midterms’ Message for the Fed: HikeThe Overshoot · 2d ago

The author cites 2026 exit poll data showing 39% of voters named the economy as the top issue.

▸Experimentally validated digital twinsMarginal Revolution · 2d ago

Raj Chetty and colleagues found machine learning estimates of workforce training impacts match RCTs with 60% lower RMSE using 37 trials.

▸Are RCTs underpowered?Marginal Revolution · 3d ago

Qingyuan Chai, Kevin Lang, and Liang Zhong argue 30% of published RCT rejections are false discoveries based on 745 tests.

Science (8)

▸Seeing Is Not Believing: Counterfactual Lesion Erasure Teaches a Small Medical Vision-Language Agent to Report Only What the Image ShowsarXiv cs.AI · 3d ago

MedScope-4B achieved 0.758 ESG and claimed erased lesions in only 9.6% of cases.

▸The Indic Token Tax in 2026: Measuring Tokenizer. Disparity and Its Cost for the Languages of IndiaarXiv cs.CL · 3d ago

GPT-4o's tokenizer caused Marathi support costs to reach INR 102,829 for 100,000 monthly chats, far exceeding English's INR 56,640.

▸A Multi-Word Tokenizer for 204 Languages That Needs Fewer Tokens Than GPT-4o's, Including on EnglisharXiv cs.CL · 3d ago

Researchers trained Havon v4, a byte-level BPE tokenizer, to require 6.1% fewer tokens than GPT-4o on English across 204 languages.

▸PAMP: Continuous-to-Discrete Mutation Projection for Enzyme EngineeringbioRxiv (bioinformatics) · 3d ago

Researchers introduced PAMP, achieving a mean first-round predicted gain of 0.1795 log2 units across 2,754 enzyme substrate pairs.

▸The Confessions of a Protein Language Model: Steering, Activations, and What Predicted Confidence Cannot CertifybioRxiv (bioinformatics) · 3d ago

Authors audited protein pipelines finding unsteered activations predict confidence gates with ROC-AUC 0.786 +/- 0.004.

▸DeepResearch RewardBench: Evaluating Reward Models for Deep Research ReportarXiv cs.AI · 4d ago

Authors introduced DeepResearch RewardBench, the first benchmark for evaluating reward models on deep research reports, proving generative LLMs superior to current reward models.

▸VC-Dimension and Generalization in Geometric Machine Learning with Applications to Active LearningarXiv stat.ML · 3d ago

The authors computed VC-dimensions of metric ball classifiers in Euclidean, spherical, and hyperbolic spaces, proving generalization bounds for large or infinite dimensions.

▸Continuous Angular Control in Text-to-Image Generation via Geometric Token EncodingarXiv cs.CV · 3d ago

The study introduces Geometric Token Encoding with Stochastic Localization Relaxation, achieving 63-78% Acc@6 degrees on analog clocks versus below 1% for baselines.

World (8)

▸US defense rules spur Korean investment in rare-earth magnetsThe Korea Herald · 2d ago

Ahead of US defense rules, South Korean firms LS Cable & System and KMMI invested 350 billion and 300 billion won respectively to build rare-earth magnet supply chains independent of China.

▸US political shake-up clouds Korean shipbuilders' warship ambitionsThe Korea Herald · 2d ago

South Korean shipbuilders could build one or two US Navy warships domestically before shifting production to the US, but a Washington political shake-up threatens this.

▸Camps destroyed in 2 Israeli military strikes on Gaza CityCBC · 2d ago

An Israeli military strike destroyed camps south of Gaza City on November 10 following a warning call and a smaller drone strike.

▸Ukraine's power supply close to critical as Russian strikes bring darkness and coldBBC News · 2d ago

Intensified Russian attacks on 12 November 2026 caused up to 20-hour outages in Kyiv after a ballistic missile ruined a major power station.

▸'No light, no water, no heat': Ukrainians struggle with blackouts as Russia hits power gridBBC News · 2d ago

Russia intensified attacks on Ukraine's power grid, striking a major station with ballistic missiles at 3am, causing Kyiv resident Daryna Kulchytska to face outages up to 20 hours.

▸Xi Jinping says Taiwan’s ‘complete reunification’ with China will happenAl Jazeera · 2d ago

Xi Jinping declared Taiwan's reunification an unwavering mission as 29 Chinese military aircraft and warships patrolled.

▸Falkland Islanders face ‘devastating consequences’ if Argentina blocks oil project, says UKThe Guardian · 3d ago

Attorney General Ellie Reeves told Itlos that billions of pounds vital to the Falkland Islands would be lost if Argentina blocks the Sea Lion oil project.

▸Russian naval aggression prompts new defensive initiative with ‘beer-drinking nations’The Guardian · 3d ago

British Defence Minister Luke Pollard announced a 10-country maritime defensive initiative after Russian naval activity rose 41%.

A surreal editorial illustration depicting a vast, server-filled data center where towering racks of glowing GPUs and chip clusters are being siphoned by translucent, geometric energy tendrils that stretch upward into a stormy, darkening sky, symbolizing the frantic race for AI compute amidst looming energy shortages and geopolitical tension, with faint, ghostly silhouettes of global maps and financial charts flickering in the background like unstable holograms, rendered in a high-contrast, impressionistic style with cool blues and ominous grays to convey the cold, high-stakes atmosphere of the digital age.