AI - Page 41

Two device stories from 8–9 October 2026. Nikkei Asia reports that Apple told some suppliers to cut production of iPhone 18 Pro components after price rises dampened demand; Apple has not commented. And start-up Natura has shown Interface, a $99 smart ring for sending voice requests to AI agents, which cannot be ordered yet.

CrowdStrike says an unnamed, likely Chinese-speaking attacker used ARTEX, an open-source AI penetration-testing agent, alongside several AI models to steal data from South Korean financial firms. What CrowdStrike found, what Korean investigators say, and what it does not prove.

Four AI-policy items from 8–9 October 2026: an FTC official tells Semafor investigative demands to AI companies are close, Kentucky files an unredacted version of its Character.AI lawsuit, India's IT minister promises an AI consultation paper within 30 days, and the European Commission says it is "looking into" chatbot data reaching ad trackers. Labelled, with what each does not prove.

Four defence-tech items from 8–9 October 2026: EOS signs a conditional £370m counter-drone contract with an unnamed Gulf state, Shield AI says the US Navy added $150 million for X-BAT, a Senate bill proposes Pentagon reporting rules for large AI contractors, and the Indian Army orders 225 FPV drones. What each says, and what it doesn't.

Custom high-bandwidth memory puts a customer-designed base die under the memory stack, so the AI chip spends less of its own silicon talking to memory. What NVIDIA claims for its NVHBM, what SemiAnalysis estimates, and what is still unproven.

Update, 9 Oct 2026: Bloomberg reports that OpenAI expects to reach or exceed $70bn in annualised revenue by the end of the year, citing people familiar with the matter. That is a projection, not current revenue, and OpenAI declined to comment. The Financial Times reports that OpenAI told investors its annualised revenue was "approaching $50 billion" at the end of September, about $20bn below figures reported last month. What "annualised" means, why OpenAI and Anthropic count differently, and what the report does not prove.

Three newly disclosed incidents: Ginkgo Bioworks says an outsider accessed data from cloud environments tied to its former biosecurity business; Turkey's data regulator says a ransomware attack on Yıldız Technical University may affect about 140,000 students and 4,500 staff; and Green Clinic in Ruston, Louisiana, is rebuilding after ransomware locked its records. What each organisation has confirmed.

GlobalFoundries has signed a multi-year $2 billion agreement to make silicon interposers for TSMC's CoWoS advanced packaging at its New York plant, with volume production expected to ramp in the first half of 2028. TSMC also reported September revenue of about NT$511.86 billion. What an interposer is and what the numbers say.

Anthropic has published a new Usage Policy, taking effect on 12 November, with a section on deceptive campaigns, tighter wording on weapons and surveillance, and a ban on extreme abuse of its models. The UK's ICO says ten AI developers have made or committed to data protection changes, and has opened a call for evidence on AI agents. What changes, and for whom.

OpenAI says it banned two influence operations, one from Russia running a fake Latin American think tank and one from Iran pitching articles under seven fake bylines. It rates the Russian one the first "Category 5" operation it has disrupted. What happened, what AI did and didn't do, and what remains unproven.