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2026-11-11 · r1

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

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Highlights

Carbon expands access with introductory API pricing

Paid API and Ultra users gain access; introductory input/output pricing is $2/$10 per million tokens.

LongCat-2.5 weights released under MIT

Meituan adds downloadable weights: 1.6 trillion total and 48 billion active parameters.

TSMC approves roughly $40.9 billion in appropriations

Covers processes, packaging, fabs and R&D; separate AI-company investments are capped at $500 million each.

AI companies

Google opens Gemini 4 Carbon to paying developers and Ultra users

2026-11-10 · New

Google expanded Carbon beyond its earlier specialist program to paid APIs, enterprises and Google AI Ultra users. Public-model API input/output pricing is temporarily $2/$10 per million tokens, rising to $4/$20 after the introductory period ends November 30. Developers can use AI Studio and Android Studio access paths; the Fairwind cyber-defense program still requires an application. Antigravity’s accompanying /swarm multi-agent feature remains a preview, distinct from model availability.

Google: Gemini 4 Carbon availability

Google: Carbon developer access

Meituan releases LongCat-2.5 weights under MIT

2026-11-10 · New

Following the November 2 model announcement, Meituan released LongCat-2.5 weights on November 10 under MIT. The MoE model has 1.6 trillion total and 48 billion active parameters, with a one-million-token context window. The new development is downloadable weights for deployment. Meituan describes W4A4 four-bit inference and domestic-accelerator optimization; memory, throughput and quality still need configuration-specific validation rather than assuming company benchmarks are independent tests.

Meituan: LongCat-2.5 open weights

LongCat-2.5 model card and weights

Meta launches Muse Ember with input pricing from $0.10 per million tokens

2026-11-09 · Recent

Meta made Muse Ember available in Muse Code and Meta Model API as muse-ember-1.0. It supports a one-million-token context window. Input/output pricing is $0.10/$0.50 per million tokens for prompts up to 200,000 tokens, and $0.30/$1.50 for longer prompts. The small model targets agent subtasks such as tool use and extraction, adding a lower-priced option for multi-model workflows. This is a hosted release; a lower token price does not guarantee a lower total cost for every task.

Meta: Muse Ember

LG opens free API testing for K-EXAONE 2.5

2026-11-09 · Recent

LG AI Research introduced the K-EXAONE 2.5 technical validation model, offering free API testing for developers, startups and enterprise research, with further work on coding and agent tasks. Teams can evaluate their own tasks and integration workflows. Reported evaluations are company-provided; technical-validation access does not establish a production service guarantee or unrestricted commercial-use permission.

LG: K-EXAONE 2.5 technical validation model

Google extends Gemini Intelligence to Pixel 10

2026-11-10 · New

Google’s November Pixel Drop starts a phased Gemini Intelligence rollout to the Pixel 10 family, including voice-input refinement and multi-step tasks. Gemini multi-step tasks also expand to Japan, the UK and India. Existing phones gain agent capabilities through software updates. Delivery continues over several weeks and depends on device and region; features described as forthcoming are not treated as already available.

Google: November Pixel Drop

Google and Artificial Analysis introduce a 200-task multimodal work benchmark

2026-11-10 · New

Google and Artificial Analysis introduced MKA, using 200 tasks spanning ten industries and 83 occupations to evaluate knowledge work involving documents, charts and other multimodal materials. A shared toolset and execution harness assess both factual accuracy and presentation, adding a deliverable-oriented comparison for model selection. Results remain specific to these tasks and conditions; they do not establish replacement of the occupations represented.

Google and Artificial Analysis: MKA benchmark

AI product tracker

New this issue

Recently verified versions

Muse Ember · Meta

1.0 · 2026-11-09 · stable

Recent verified baseline: hosted through Muse Code and the API as muse-ember-1.0.

Meta: Muse Ember

Checked 2026-11-11T08:25:02.431691+00:00

AI chips

TSMC board approves $40.9267 billion in capital appropriations

2026-11-10 · New

TSMC’s board approved approximately $40.9267 billion in capital appropriations for advanced nodes, packaging, mature and specialty capacity, fab facilities and 2027 R&D-related spending. It separately approved investments of up to $500 million each in Anthropic and OpenAI. The resolutions authorize capacity and R&D investment; they are neither annual capex guidance nor money already spent. The equity investments are approved ceilings, not completed transactions.

TSMC November 10 board resolutions

Embodied AI

NVIDIA presents GR00T 2 for joint action and future-video prediction

2026-11-09 · Recent

At CoRL, NVIDIA presented the GR00T 2 world-action model, combining future-video prediction with robot control and demonstrating research on transferring tasks from human-action videos to physical robots. The approach aims to reduce task-by-task teleoperation data collection. Current evidence consists of research experiments and demonstrations, not general-purpose robot deliveries. The research page schedules code availability for December, so reproducibility materials are still pending.

NVIDIA: CoRL robotics and simulation developments

GR00T 2 research and code plans

Infrastructure

EIA forecasts US generation growth of 2.7% in 2026 and 1.2% in 2027

2026-11-10 · New

In its November outlook, EIA forecasts US electric-power-sector generation of almost 4.39 trillion kWh in 2026, up 2.7%, followed by 1.2% growth in 2027. It identifies commercial demand and summer cooling as 2026 drivers. This updates the power-supply context for data-center expansion, but the figures cover the whole sector and cannot all be attributed to AI. Model inputs were finalized November 5; the forecast does not specifically incorporate later market events and is not installed-capacity data.

EIA: November 2026 Short-Term Energy Outlook

Policy

US Senate advances energy-permitting reform by 73–25

2026-11-09 · Recent

The US Senate advanced the BAAJA permitting package by 73 votes to 25. The committee says it addresses environmental-review and energy laws and includes provisions intended to make prospective data centers bear their own power-related costs. Data-center developers need to track the final permitting and cost-allocation provisions. This is a procedural advance; amendments, final votes and subsequent legislative steps remain pending, so it does not establish new rules already in force.

US Senate committee: permitting bill advances

Business

CoreWeave reports $3.661 billion Q3 revenue and a $709 million net loss

2026-11-10 · New

CoreWeave reported Q3 revenue of $3.661 billion versus $1.365 billion a year earlier, operating income of $207 million and a net loss of $709 million. Its quarter-end revenue-backlog metric reached $132.5 billion. The results show both cloud-compute demand growth and financing pressure. Backlog includes remaining performance obligations and other committed amounts; revenue recognition still depends on delivery and service availability, so it cannot be added to realized quarterly revenue.

CoreWeave third-quarter results

Oura agrees to buy Counsel Health for physician-supervised AI care

2026-11-10 · New

Oura signed a definitive agreement to acquire Counsel Health, building on their existing partnership to integrate physician-supervised AI care. The company expects closing near year-end. The service connects continuous wearable context with clinical care. Physicians need user permission to access Oura data, and licensed doctors retain responsibility for diagnosis and prescriptions. The deal is signed, while fuller app integration remains forthcoming.

Oura agrees to acquire Counsel Health

AI markets

Most US watchlist names fall; mainland and Korean names mostly rise

On November 10, the US watchlist had 4 gainers and 10 decliners, with Meta’s change unavailable: NVIDIA fell 5.47% and Broadcom rose 3.91%. Mainland names split 6 up/2 down, led by BIWIN at +3.66%; Hong Kong split 3 up/2 down. SK hynix rose 6.69% and Samsung Electronics 4.74%.

These 30 companies across five groups are not an industry index, and market closes are asynchronous. USD, CNY, HKD and KRW are retained. All 30 closing prices are verified; Meta’s daily change is blank. Source: limited Stock Analysis excerpts. Price moves are described without attributing them to later news.

Memory

Company / TickerMarket / CurrencyCloseChangeSession / Source
Micron / MUUS / USD725.11-1.1%2026-11-10

Micron November 10 close

Sandisk / SNDKUS / USD859.99-2.99%2026-11-10

Sandisk November 10 close

SK hynix / 000660KR / KRW12120006.69%2026-11-10

SK hynix November 10 close

Samsung Electronics / 005930KR / KRW1989004.74%2026-11-10

Samsung Electronics November 10 close

CXMT / 688825CN / CNY40.451.15%2026-11-10

CXMT November 10 close

Storage and components

Company / TickerMarket / CurrencyCloseChangeSession / Source
Western Digital / WDCUS / USD289.2-0.2%2026-11-10

Western Digital November 10 close

Seagate / STXUS / USD501.62-0.89%2026-11-10

Seagate November 10 close

Montage Technology / 688008CN / CNY154.83.43%2026-11-10

Montage Technology November 10 close

GigaDevice / 603986CN / CNY244.572.58%2026-11-10

GigaDevice November 10 close

Longsys / 301308CN / CNY220.932.49%2026-11-10

Longsys November 10 close

BIWIN / 688525CN / CNY1303.66%2026-11-10

BIWIN November 10 close

Compute and manufacturing

Company / TickerMarket / CurrencyCloseChangeSession / Source
Broadcom / AVGOUS / USD331.983.91%2026-11-10

Broadcom November 10 close

TSMC ADR / TSMUS / USD396.482.02%2026-11-10

TSMC ADR November 10 close

NVIDIA / NVDAUS / USD168.89-5.47%2026-11-10

NVIDIA November 10 close

AMD / AMDUS / USD515.211.3%2026-11-10

AMD November 10 close

Intel / INTCUS / USD58.13-2.09%2026-11-10

Intel November 10 close

Cambricon / 688256CN / CNY838-1.55%2026-11-10

Cambricon November 10 close

Hygon / 688041CN / CNY190-0.98%2026-11-10

Hygon November 10 close

SMIC / 00981HK / HKD47.242.61%2026-11-10

SMIC November 10 close

Networking, power and cooling

Company / TickerMarket / CurrencyCloseChangeSession / Source
Arista Networks / ANETUS / USD185.02-0.62%2026-11-10

Arista Networks November 10 close

Vertiv / VRTUS / USD194.22-3.12%2026-11-10

Vertiv November 10 close

Platforms and applications

Company / TickerMarket / CurrencyCloseChangeSession / Source
Microsoft / MSFTUS / USD533.16-2.2%2026-11-10

Microsoft November 10 close

Alphabet / GOOGLUS / USD287.38-0.27%2026-11-10

Alphabet November 10 close

Meta / METAUS / USD641.39—2026-11-10

Meta November 10 close

Amazon / AMZNUS / USD270.871.48%2026-11-10

Amazon November 10 close

iFlytek / 002230CN / CNY38.531.5%2026-11-10

iFlytek November 10 close

Baidu / 09888HK / HKD79.71.53%2026-11-10

Baidu November 10 close

Alibaba / 09988HK / HKD101.6-2.87%2026-11-10

Alibaba November 10 close

Tencent / 00700HK / HKD417.8-0.14%2026-11-10

Tencent November 10 close

SenseTime / 00020HK / HKD1.172.18%2026-11-10

SenseTime November 10 close

Next, watch Carbon’s introductory-price expiry, GR00T 2 code release, the Oura acquisition closing and the final US permitting-bill provisions.