Updated daily at 09:00 Beijing time

Team compute budgets and a robot's sense of touch

2026-11-01 · r1

Cutoff 2026-11-01T08:30:00+08:00

Claude Code gives administrators a way to budget across a team. In a robotics lab, tactile tools let researchers measure what touch adds beyond vision. We also examine who can ride Guangzhou robotaxis, how California proposes to connect large loads, and two often-confused measures of demand in the compute supply chain.

Team budgets can be tested and tactile gains can be replicated. Rack deliveries and grid connections each have a further milestone to verify.

Export PDF

Highlights

A shared budget for coding teams

A group pool supplements individual caps, and gateway policy now checks every model named in a request.

What does touch add when a robot swaps tools?

Touch improved success by 15–25 percentage points over images alone on the contact skills tested by the researchers.

How much AI demand has reached sales?

Victory Giant discloses a nine-month AI revenue share and quarterly company-wide sales, two measures covering different periods.

AI companies

Claude Code's gateway adds a shared monthly budget

2026-10-31 · New

Anthropic's 2.1.316 stable release lets gateway administrators set a monthly pool shared by a group alongside individual limits. It also fixes a policy gap: when a request names several models, the gateway now checks each one and rejects a request that names a blocked model.

For teams rolling out coding assistants, a personal cap controls one user's spend, while a pool limits the group's exposure. Administrators can test enforcement after upgrading by including a blocked model in a multi-model request.

Anthropic · Claude Code 2.1.316 release notes

Mol-1 releases base weights for local structure prediction

Oct 27 UTC / Oct 28 Beijing · Seven-day watch

Molence Bio provides base weights, inference examples and a fine-tuning workflow for Mol-1. The repository covers structure prediction for complexes including proteins and ligands, with memory settings for different input sizes.

A lab can first test the predictions on its own known structures before spending compute on fine-tuning. The authors report near-quadratic memory growth with input length, so a large complex needs its own resource estimate.

Molence Bio · Mol-1 code and model documentation

Molence Bio · initial release commit

AI product tracker

New this issue

Claude Code · Anthropic

2.1.316 · 2026-10-31 · stable

New stable release. Adds group gateway budgets and a configurable default effort for subagents. Fixes policy checks on multi-model requests.

Anthropic · Claude Code 2.1.316 release notes

Checked 2026-10-31T23:18:14.031341+00:00

Recently verified versions

Codex CLI · OpenAI

0.166.0 · 2026-10-30 · stable

Recent stable baseline. Adds keyboard selection in transcripts and a way to resume unloaded threads after queuing a message. Previously tracked.

Codex CLI release notes

Checked 2026-10-31T23:16:35.800528+00:00

AI chips

Lam and imec add dry resist to their 3D integration research

2026-10-27 · Seven-day watch

Lam Research and imec expanded joint work on manufacturing processes for 3D integration. The collaboration now includes exploring Aether dry resist for high-numerical-aperture EUV patterning, with future logic, memory and heterogeneous integration in scope.

Accelerators that depend on high-bandwidth memory face limits in packaging interconnects as well as patterning. The announcement identifies processes the partners intend to test. Customer-line yields and a production schedule remain undisclosed.

Lam Research · expanded joint research with imec

Embodied AI

SwapBot tests how touch changes a robot's handling of kitchen tools

Oct 29 UTC / Oct 30 Beijing · Past 72 hours

Researchers fitted low-cost tool adapters with tactile sensors so a robot arm could swap kitchen implements. They trained imitation policies from teleoperated demonstrations. On the contact-rich skills tested, the authors report success rates 15 to 25 percentage points higher with touch than with RGB alone.

The comparison helps engineers decide whether touch hardware is worth adding for tasks such as cutting, brushing or flipping food. The gain was measured on the study's tools and tasks; different implements, loads or surroundings need new tests.

Research team · SwapBot preprint v1

XPeng gets Guangzhou L4 demonstration approval, with invitation access first

2026-10-26 · Seven-day watch

XPeng says it obtained approval to conduct L4 robotaxi demonstration operations across Guangzhou. It plans to open rides gradually by invitation and expand the service area as operations progress.

The permit defines where demonstration operations are allowed. Where and when a passenger can actually get a ride still depends on pickup points, dispatch and fleet availability.

XPeng · Guangzhou demonstration-service announcement

Infrastructure

Jülich's sparse-computing rack targets work triggered by changes in data

2026-10-28 · Seven-day watch

Sparxity, formerly SpiNNcloud, announced a sparse-computing rack deployment at Germany's Jülich Supercomputing Centre for sparse machine-learning models and large scientific simulations. Its event-driven architecture can skip computation when no corresponding event occurs.

For a computing center's users, the question is how much work their model can skip and whether the saving outweighs data movement. The announcement identifies a host and workloads but gives no external booking date or independent energy comparison for those workloads.

Sparxity · Jülich rack deployment announcement

Policy

California grid operator adds ride-through provisions to revised large-load draft

2026-10-30 · Past 72 hours

The California ISO posted a second revised draft tariff on October 30, adding ride-through provisions from its large-load technical working group. Its board approved the proposal on October 28. The proceeding lists November 16 for the filing with the Federal Energy Regulatory Commission.

A data center's connection plan must address how its load behaves during a grid disturbance. Design teams can use the draft to plan tests; binding obligations depend on the filing and regulatory action.

California ISO · large-loads stakeholder proceeding

Business

Victory Giant says AI accounted for about 40% of nine-month revenue

2026-10-29 · Past 72 hours

Victory Giant Technology said AI-related sales represented about 40% of revenue in the first nine months. Total company revenue in the third quarter was RMB 6.831 billion, up 34.30% year over year. Management attributed the increase in networking business mainly to higher volume of products for 1.6T optical modules from its mSAP workshop.

The figures cover different periods, so the nine-month share cannot establish quarterly AI revenue. Management linked higher inventory to materials secured for orders and longer production cycles. Deliveries and recognized revenue will show how those orders convert.

Victory Giant Technology · October 29 investor call record

Equinix posts $533 million in annualized gross bookings as capacity delivery matters

Oct 28 EDT / Oct 29 Beijing · Seven-day watch

Equinix reported third-quarter annualized gross bookings of $533 million, up 35% year over year. It now plans to deliver nearly 40% more cabinets this year than it initially expected.

Bookings annualize recurring revenue attached to contracts, while the cabinet figure describes a delivery plan. To assess when demand can turn into recognized sales, watch customer start dates and whether power and cabinets are ready on time.

Equinix · third-quarter results

AI markets

Weekend memory-stock check: four names fell, with nearly 11 points between declines

At the October 30 close, Sandisk fell 13.47%, SK hynix 7.08%, Micron 5.30% and CXMT 2.50%. In the Hong Kong watchlist, Tencent, Alibaba and Baidu rose 1.59%, 0.99% and 0.20%, respectively, while SMIC and SenseTime declined.

Sunday, November 1 uses the latest completed session. The markets close at different times. All 30 names have prices and percentage changes in their original USD, CNY, HKD or KRW. Closing figures are attributed excerpts from Stock Analysis. The watchlist is not a sector index.

Memory

Company / TickerMarket / CurrencyCloseChangeSession / Source
Micron / MUUS / USD884.74-5.3%2026-10-30

Micron close · Stock Analysis

Sandisk / SNDKUS / USD1150.89-13.47%2026-10-30

Sandisk close · Stock Analysis

SK hynix / 000660KR / KRW1418000.0-7.08%2026-10-30

SK hynix close · Stock Analysis

Samsung Electronics / 005930KR / KRW225000.0-3.02%2026-10-30

Samsung Electronics close · Stock Analysis

CXMT / 688825CN / CNY41.8-2.5%2026-10-30

CXMT close · Stock Analysis

Storage and components

Company / TickerMarket / CurrencyCloseChangeSession / Source
Western Digital / WDCUS / USD366.11-7.41%2026-10-30

Western Digital close · Stock Analysis

Seagate / STXUS / USD644.58-7.98%2026-10-30

Seagate close · Stock Analysis

Montage Technology / 688008CN / CNY158.3-5.09%2026-10-30

Montage Technology close · Stock Analysis

GigaDevice / 603986CN / CNY257.8-6.59%2026-10-30

GigaDevice close · Stock Analysis

Longsys / 301308CN / CNY212.17-4.22%2026-10-30

Longsys close · Stock Analysis

BIWIN / 688525CN / CNY130.77-5.31%2026-10-30

BIWIN close · Stock Analysis

Compute and manufacturing

Company / TickerMarket / CurrencyCloseChangeSession / Source
Broadcom / AVGOUS / USD326.08-5.48%2026-10-30

Broadcom close · Stock Analysis

TSMC ADR / TSMUS / USD406.13-5.95%2026-10-30

TSMC ADR close · Stock Analysis

NVIDIA / NVDAUS / USD204.64-4.22%2026-10-30

NVIDIA close · Stock Analysis

AMD / AMDUS / USD504.8-10.88%2026-10-30

AMD close · Stock Analysis

Intel / INTCUS / USD65.76-28.58%2026-10-30

Intel close · Stock Analysis

Cambricon / 688256CN / CNY880.0-3.61%2026-10-30

Cambricon close · Stock Analysis

Hygon / 688041CN / CNY170.2-8.44%2026-10-30

Hygon close · Stock Analysis

SMIC / 00981HK / HKD42.98-4.4%2026-10-30

SMIC close · Stock Analysis

Networking, power and cooling

Company / TickerMarket / CurrencyCloseChangeSession / Source
Arista Networks / ANETUS / USD168.86-8.34%2026-10-30

Arista Networks close · Stock Analysis

Vertiv / VRTUS / USD232.5-5.46%2026-10-30

Vertiv close · Stock Analysis

Platforms and applications

Company / TickerMarket / CurrencyCloseChangeSession / Source
Microsoft / MSFTUS / USD521.91-1.55%2026-10-30

Microsoft close · Stock Analysis

Alphabet / GOOGLUS / USD279.84-1.4%2026-10-30

Alphabet close · Stock Analysis

Meta / METAUS / USD614.99-1.53%2026-10-30

Meta close · Stock Analysis

Amazon / AMZNUS / USD240.35-1.41%2026-10-30

Amazon close · Stock Analysis

iFlytek / 002230CN / CNY36.24-3.36%2026-10-30

iFlytek close · Stock Analysis

Baidu / 09888HK / HKD75.70.2%2026-10-30

Baidu close · Stock Analysis

Alibaba / 09988HK / HKD97.050.99%2026-10-30

Alibaba close · Stock Analysis

Tencent / 00700HK / HKD383.61.59%2026-10-30

Tencent close · Stock Analysis

SenseTime / 00020HK / HKD1.11-4.33%2026-10-30

SenseTime close · Stock Analysis

Next watch the pickup area opened in Guangzhou, user results on the Jülich rack and the tariff language California's grid operator ultimately files.