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Democrats flipped Senate seats in North Carolina and South Carolina, and Nasdaq futures fell 1.8% in Asian trade.
AMD reported revenue of $13.4bn and guided to about $17bn for the fourth quarter, above forecasts.
The Reserve Bank of Australia raised its cash rate to 4.85% on a 6–3 vote and named AI investment as one source of price pressure.
Data Center revenue rose 97% and Embedded 29%. Client grew 7%, while Gaming fell 40% on lower semi-custom sales.
Altman wrote that people must stay in control and that OpenAI rejects a future in which humans only perform the actions AI systems reward. François Chollet co-signed.
Karpathy’s framing puts the engineering stack on a path from model to prompt, agent, loop and graph, and he suggested a Markdown wiki maintained by a language model.
Wolfe distinguished automation of research, the pace of progress and the degree of human understanding and control, and argued the scenarios can come apart.
Matthew Honnibal says the MIT post mixes raw-weight reading with Python tooling, while Simon Willison showed a laptop model can identify some games from raw weights.
· Matthew Honnibal · Simon Willison · Original post · Discussion on XThe open-source system uses a zero-knowledge succinct argument so that a provider can commit to a model and prove each response came from it without revealing the weights.
· Anthropic · TechCrunch · Discussion on XFrom 2027 AI tools will be off by default for school accounts, but a school that blocks AI entirely will also lose Google Search.
· TechCrunch · TechmemeFor step sizes with exponent \(\gamma\in(1/2,1)\), the Gaussian approximation error has order \(n^{1/2-\gamma}+n^{\gamma-1}\), matching the known upper bound.
For regularised conditional value at risk, stochastic gradient Langevin dynamics converges in Wasserstein-2 distance at rate \(\mathcal{O}(\lambda^{1/4})\) in the step size, with excess risk linear in the number of assets.
A high-dimensional analysis shows phase transitions in long-horizon reasoning, set by context length and supervision budget, and separates two mechanisms of overthinking.
For a schedule \(t^{\alpha}\) and homogeneity degree \(L\), when \(\alpha>\frac{1}{L}-\frac{1}{2}\) Adam has no trajectory-independent margin-maximisation bias on deep linear networks.
Nasdaq futures fell 1.8% in Asian trade after Tuesday’s mixed close, as early results raised bets on a Democratic Congress.
· Reuters, via Central Oregon Daily · NBC News · CNBC · Vista PartnersThird-quarter revenue rose 45% to $13.4bn, data centre sales rose 97% to $8.5bn, and fourth-quarter guidance topped the $16.3bn analysts expected.
· Yahoo Finance · BigGo Finance · TechmemeBrent fell $1.17 on Tuesday as hopes for peace talks outweighed US strikes on Iran’s Qeshm Island and attacks in the Ukraine war.
Nikkei Asia reports the total has almost doubled in six months and equals 80% of assets at Google, Meta and others.
· Nikkei AsiaThe board voted 6–3 for a 25-basis-point rise and now expects inflation to reach the top of its target band only in late 2027.
· Reserve Bank of Australia · ABC News