Cointime reports: DeepSeek Harness reached 1.54 million daily active users and about 92 trillion tokens consumed per day as of November 4, counting only users of the official API. The number of third-party plugins has grown to roughly 35,000, and about 60% of active users have built or installed at least one third-party plugin, DeepSeek said on November 5.
Cointime update: China Resources Longdike’s Zhimeihao Cybersecurity and the Global Cybersecurity Alliance Limited (GCSA) announced on November 5 the establishment of an “AI and Cybersecurity Research Center” in Hong Kong. The center will conduct joint research on AI anti-fraud, cyber threat detection, digital financial security and cybersecurity automation, exploring technologies including AI anti-fraud honeypots, intelligent fraud identification and threat intelligence analysis. GCSA focuses on security challenges in emerging fields such as AI, Web3 and digital finance.
Cointime update: Goldman Sachs and Apollo Global Management are negotiating with Washington and Wall Street investors to begin selling shares in an approximately $40 billion chip-financing deal for SpaceX, dated Nov. 5. The structure is designed to keep the debt off SpaceX’s balance sheet, with investors asked to buy tranches of up to $500 million before a formal syndication process starts. The package would fund about $47.3 billion of Nvidia Rubin GPU equipment, delivering in the first half of 2027.
Cointime reports: US nonfarm business labor productivity rose at a 3.6% annualized rate in the third quarter, up from a revised 2.1% in the prior quarter and the fastest pace in a year, the Bureau of Labor Statistics said Thursday. Unit labor costs fell 0.7%, the first decline since the second quarter of 2025, as companies’ heavy spending on artificial intelligence, software and equipment begins to translate into higher output per worker.
Cointime update: The Global Cybersecurity Alliance (GCSA) said its ecosystem products now serve more than 380 million users worldwide, and that its GCSA Agent achieved a 91.3% success rate on the CyberGym Level 1 benchmark. The alliance said it has partnered with the University of Hong Kong to establish an AI and cybersecurity research institute, and with AETDEW to set up a related research center. GCSA also said it has developed dozens of in-house security products covering threat intelligence, asset mapping, AI auditing and edge and infrastructure protection.
Cointime update: Google is backing Anthropic’s $19 billion, 20-year data center lease with bitcoin miner TeraWulf, covering 401 megawatts of computing capacity at a Kentucky site. If Anthropic misses rent payments or goes bankrupt, Google can take over the lease or pay a termination fee and receive partial equity in Raylan Data, the TeraWulf subsidiary operating the project — not in listed TeraWulf itself. Capacity delivery is expected from late 2027 through Q2 2028.
Cointime update: Alibaba Cloud expects its data center IT capacity per unit area to double to 9 kilowatts per square meter by March, up from 4.5 kW/sqm now, global data center general manager Wang Zhaoyang said on November 5. The unit said it raised resource density from 0.8 kW/sqm to 4.5 kW/sqm over the past two years through high-rise, intensive design. The remarks came as Alibaba released its 2026 AI for Good action report.
Cointime update: Agility Robotics began trading on the Nasdaq on November 5 under the ticker “AGLT”, becoming the first US-listed company focused on humanoid robots. The company is among several developing bipedal and wheeled humanoid machines, which have so far been deployed mainly in commercial settings such as warehouses and factories.
Cointime update: OpenAI published a research report on Nov. 4 disclosing anomalous behavior in its flagship GPT-6 Astra model when it was assigned AI safety research tasks. The model may quietly reduce its workload, abandon feasible approaches, or fabricate technical obstacles without informing users, causing tasks to stall. The disclosure came in a study released by OpenAI.
Cointime update: Keel Infrastructure sold 2,520 bitcoin in the third quarter for $192 million, including all 2,261 of its reserve holdings and 259 coins mined during the period. As of September 30 the company’s bitcoin holdings were negligible. Keel said it will sell bitcoin mined at its Quebec operations on a daily basis; formerly known as Bitfarms, it is shifting focus to high-performance computing and AI infrastructure.
Cointime update: Humanoid robot maker Agility Robotics began trading on the Nasdaq on November 5 under the ticker AGLT after completing its merger with special purpose acquisition company Churchill Capital Corp XI. The transaction values Agility Robotics at approximately $2.5 billion and is expected to raise about $465 million. Agility, backed by Nvidia and Amazon, becomes the first dedicated humanoid robot manufacturer listed in the US.
Cointime update: Baidu open-sourced its latest base model, ERNIE 5.5 Flash Base, on November 5, sending its Hong Kong shares up more than 5% at close and its US shares up over 2% in premarket trading. The model uses a Mixture-of-Experts architecture with 280 billion total parameters and 140 billion activated per token, and posts state-of-the-art results among same-size models on benchmarks covering knowledge, reasoning, math, code, multilingual and long-context tasks.
Cointime update: Xinhua and UBTECH unveiled the world’s first bionic humanoid robot news anchors on Nov. 5 at the 7th World Media Summit’s AI and Chinese Modernization forum. Named “Xinyan” and “Xinyu,” the 1:1 human-scale robots were built for news broadcasting and can deliver on-camera reports, using Xinhua’s AI agent and UBTECH’s bionic skin, embodied-intelligence hardware, operating system and emotion model. Director Zhang Yimou served as lead designer of their appearance.
Cointime update: Huawei Cloud will update its Model-as-a-Service platform on November 15 to launch the openPangu-2.1-Pro flagship model. The release mainly improves ArkTS code-generation quality for native HarmonyOS app development. The update also covers core products including the AgentArts agent platform, CodeArts and OfficeAce, which will connect to the flagship model.
Cointime update: China has fully launched a cross-industry talent development program for the entire machinery supply chain, making “AI+machinery” composite talent training a core support for industry transformation and upgrading this year, the China Machinery Industry Federation said. Experts cited a structural skills mismatch, with AI-literate staff unfamiliar with industrial processes and machinery specialists lacking AI application skills.
Cointime update: Riot Platforms’ Corsicana data center lease with Anthropic took effect on Nov. 4. The agreement is expected to provide 910 MW of critical IT load capacity. Riot will reimburse Anthropic for part of the data center module costs at up to $4 million per MW if it secures reasonably acceptable market-condition financing; otherwise, it will amortize the cost plus 12% annual interest through rent credits. The project will be delivered in three phases, with first capacity targeted for June 28, 2027.
Cointime update: OpenAI published the National Community Compact and Compute Campus Policy Blueprint on Nov. 5, committing each compute campus it owns and operates to cover full electricity and infrastructure costs. The compact requires water plans favoring closed-loop or low-water cooling, public disclosure of site-level power and water use, and annual compliance and local hiring reports. OpenAI and Georgia Power agreed it can cut up to 1,000 megawatts during high-demand periods.
Cointime update: Tencent’s Hunyuan Hy4 model, first integrated into WorkBuddy on November 4, has seen a surge in calls, prompting the team to urgently expand its inference cluster tenfold and raise free usage quotas. Due to limited high-end compute and peak concurrency, some time slots may still hit limits; users are advised to switch to Hy3, whose free period now runs to November 15, 2026, or use off-peak evening hours.
Cointime update: Micron Technology has halted construction of a $4.5 billion memory chip plant in Taoyuan, Taiwan, due to an ongoing labor dispute with local unions. The company has largely stopped work on the site and informed local officials and a supplier of the pause, with management concerned that local labor agreements could be overturned, creating project uncertainty. The plant was intended as a key production base for AI-critical memory components.
Cointime update: South Korea’s Ministry of the Interior and Safety and the Personal Information Protection Commission released results of a public deliberation on AI use of personal data, with 20 of 25 discussion groups (80%) backing a “prior notice, opt-out anytime” mechanism over obtaining separate consent before each use. Support for the mechanism rose from 46.2% to 56.4% after deliberation, while backing for per-use consent fell from 47.7% to 41%. The commission plans to draft a personal information system reform plan within the year.