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Which parts of research is AI speeding up?

2026-11-06 · r1

Cutoff 2026-11-06T08:30:00+08:00

METR examined training metrics inside Anthropic. A separate study traced how scientists use assistants during research. Together they show why model progress, tool usage and laboratory output require different measures.

Evaluate tools on a specified task, recording completion time, output quality and steps that still require human review.

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Highlights

How fast is R&D accelerating?

METR estimates a roughly twofold change, with wide uncertainty.

Rack switches enter volume production

Scorpio is now Astera’s largest product family by revenue.

AI companies

Google rolls out 15-second video generation

2026-11-06 · New

Google released Gemini Omni 1.2 Flash for developers through the Gemini API and for businesses through Google Cloud. Google Vids supports 15-second clips, while the Gemini app rollout starts with Ultra subscribers.

Production teams can keep longer actions inside a single clip. Google still lists fast sports action, abrupt script changes and complex physics as areas for improvement.

Google

METR estimates how fast Anthropic improves on defined tasks

2026-11-05 · Past 72 hours

After reviewing internal training metrics and interviewing staff, METR estimated that Anthropic was improving model capabilities on well-defined tasks about twice as fast as in its historical comparison period. The researchers considered rates near 1.3 or 3 times plausible.

The comparison concerns the rate of capability gains. Forecasting an entire research cycle also requires evidence about hard-to-score work and constraints on staff and compute.

METR

Where researchers use Claude in practice

2026-11-05 · Past 72 hours

Anthropic analyzed about 207,000 research sessions on Claude and Claude Code. Data analysis accounted for roughly a third of Claude sessions and nearly half on Claude Code. Idea generation and data collection were less common.

Labs can use these patterns to choose workflows for a trial. Session shares measure usage; local timing and reproducibility checks are needed to measure benefit.

Anthropic

AI product tracker

New this issue

Gemini Omni · Google

1.2 Flash · 2026-11-06 · stable

Generally available with 15-second video. See AI companies for rollout details.

Google

Checked 2026-11-06T04:42:31.168739+00:00

Codex CLI · OpenAI

0.168.0-alpha.3 · 2026-11-05 · alpha

The prerelease tag lists no feature-level changes.

OpenAI · Codex CLI

Checked 2026-11-06T04:42:31.168739+00:00

AI chips

Astera ramps its 320-lane fabric switch

2026-11-03 · Seven-day watch

Astera Labs reported volume production of its 320-lane Scorpio X-Series fabric switch. Scorpio became its largest product family by revenue. Company-wide quarterly revenue reached $584.9 million.

Volume production is a firmer indication of adoption than a design win. Total company revenue includes other products and does not establish Scorpio unit shipments.

Astera Labs

Embodied AI

Pixel combines a wheeled robot, teleoperation and whole-body control

2026-11-03 · Seven-day watch

A preprint describes Pixel, a wheeled humanoid with compliant grippers and a training pipeline that uses both human and robot demonstrations. The authors demonstrate manipulation involving navigation, active perception and whole-body coordination.

Labs can use the design to study how data-collection interfaces affect the whole system. Factory use would require site-specific cycle times, intervention rates and reliability measurements.

arXiv · Pixel

Infrastructure

AWS makes cited web answers available in Northern Virginia

2026-11-06 · New

AWS made Web Answer generally available on Bedrock AgentCore in US East (Northern Virginia). One tool call returns a synthesized answer with citations. Builders can restrict domains and publication dates, and AWS charges per call.

Teams can offload part of their retrieval workflow. Time-sensitive applications still need to check whether citations support each answer and assess regional requirements.

AWS

Policy

China’s standard for model-data platforms takes effect

2026-11-01 · Seven-day watch

Industry standard YD/T 7114—2026, approved by China’s industry ministry, was issued July 15 and took effect November 1. It addresses ingestion, processing, management, delivery and security for large-model data platforms and applies to providers, operators and users.

Buyers can request evidence for each platform function. The previously covered embodied-AI standard addressed dataset quality; this document addresses the platform that handles the data.

YD/T 7114—2026

Business

Qualcomm reports an 8% revenue decline and reiterates its data-center target

2026-11-04 · Past 72 hours

Qualcomm reported $10.322 billion in GAAP revenue for the quarter ended September 27, down 8% year over year. Management reiterated a $5 billion fiscal 2027 data-center revenue target and projected more than 60% growth in non-handset revenue.

Future segment disclosures can show how far diversification has progressed. The $5 billion figure is a management target whose realization depends on sales and delivery.

Qualcomm · SEC

AI markets

Memory stocks fall in the US and Korea as Hong Kong platforms rise

On November 5, Micron fell 17.46% and Sandisk 22.26%. Samsung Electronics lost 7.57% and SK hynix 9.46%. Hygon rose 2.83% in mainland China while CXMT fell 3.54%. Alibaba gained 8.45% and Tencent 7.17% in Hong Kong.

The four sessions closed at different times. All 30 names have a close and daily change in USD, CNY, HKD or KRW. This watchlist is not a sector index. Each row links to Stock Analysis or the Seoul Economic Daily closing report.

Memory

Company / TickerMarket / CurrencyCloseChangeSession / Source
Micron / MUUS / USD656.39-17.46%2026-11-05

Micron · Stock Analysis

Sandisk / SNDKUS / USD806.43-22.26%2026-11-05

Sandisk · Stock Analysis

SK hynix / 000660KR / KRW1264000.0-9.46%2026-11-05

Seoul Economic Daily · close

Samsung Electronics / 005930KR / KRW201500.0-7.57%2026-11-05

Seoul Economic Daily · close

CXMT / 688825CN / CNY42.53-3.54%2026-11-05

CXMT · Stock Analysis

Storage and components

Company / TickerMarket / CurrencyCloseChangeSession / Source
Western Digital / WDCUS / USD267.63-17.35%2026-11-05

Western Digital · Stock Analysis

Seagate / STXUS / USD466.53-16.25%2026-11-05

Seagate · Stock Analysis

Montage Technology / 688008CN / CNY163.8-2.4%2026-11-05

Montage Technology · Stock Analysis

GigaDevice / 603986CN / CNY263.15-3.03%2026-11-05

GigaDevice · Stock Analysis

Longsys / 301308CN / CNY225.771.24%2026-11-05

Longsys · Stock Analysis

BIWIN / 688525CN / CNY133.90.16%2026-11-05

BIWIN · Stock Analysis

Compute and manufacturing

Company / TickerMarket / CurrencyCloseChangeSession / Source
Broadcom / AVGOUS / USD291.53-10.43%2026-11-05

Broadcom · Stock Analysis

TSMC ADR / TSMUS / USD353.1-10.78%2026-11-05

TSMC ADR · Stock Analysis

NVIDIA / NVDAUS / USD181.6-9.26%2026-11-05

NVIDIA · Stock Analysis

AMD / AMDUS / USD404.4-17.26%2026-11-05

AMD · Stock Analysis

Intel / INTCUS / USD52.25-10.33%2026-11-05

Intel · Stock Analysis

Cambricon / 688256CN / CNY845.0-0.31%2026-11-05

Cambricon · Stock Analysis

Hygon / 688041CN / CNY192.82.83%2026-11-05

Hygon · Stock Analysis

SMIC / 00981HK / HKD47.52.28%2026-11-05

SMIC · Stock Analysis

Networking, power and cooling

Company / TickerMarket / CurrencyCloseChangeSession / Source
Arista Networks / ANETUS / USD159.16-10.82%2026-11-05

Arista Networks · Stock Analysis

Vertiv / VRTUS / USD176.73-14.02%2026-11-05

Vertiv · Stock Analysis

Platforms and applications

Company / TickerMarket / CurrencyCloseChangeSession / Source
Microsoft / MSFTUS / USD535.93-3.58%2026-11-05

Microsoft · Stock Analysis

Alphabet / GOOGLUS / USD282.57-2.2%2026-11-05

Alphabet · Stock Analysis

Meta / METAUS / USD605.08-3.96%2026-11-05

Meta · Stock Analysis

Amazon / AMZNUS / USD260.21-2.19%2026-11-05

Amazon · Stock Analysis

iFlytek / 002230CN / CNY39.152.38%2026-11-05

iFlytek · Stock Analysis

Baidu / 09888HK / HKD80.655.36%2026-11-05

Baidu · Stock Analysis

Alibaba / 09988HK / HKD109.18.45%2026-11-05

Alibaba · Stock Analysis

Tencent / 00700HK / HKD430.47.17%2026-11-05

Tencent · Stock Analysis

SenseTime / 00020HK / HKD1.164.5%2026-11-05

SenseTime · Stock Analysis

Watch for switch shipments, replication of acceleration estimates and expansion of web-answer availability.