An anonymous reader shares a report: Costing tens of thousands of dollars each, Nvidia's pioneering AI chips make up a hefty chunk of the $400 billion that Big Tech plans to invest this year -- a bill expected to hit $3 trillion by 2029. But unlike 19th-century railroads, or the Dotcom boom's fiber-optic cables, the GPUs fueling today's AI mania are short-lived assets with a shelf life of perhaps five years. As with your iPhone, this stuff tends to lose value and may need upgrading soon because Nvidia and its rivals aim to keep launching better models. Customers like OpenAI will have to deploy them to stay competitive. So while it's comforting that the companies spending most wildly have mountains of cash to throw around (OpenAI aside), the brief useful life of the chips and the generous accounting assumptions underpinning all of this investment are less consoling. Michael Burry, who made his name betting against US housing and who's recently turned to the AI boom, waded in this week, warning on X that hyperscalers -- industry jargon for the giant companies building gargantuan data centers -- are underestimating depreciation. Far from being a one-off outlay, there's a danger of AI capex becoming a huge recurring expense. That's great for Nvidia and co., but not necessarily for hyperscalers such as Google and Microsoft. Some face a depreciation tsunami that's forcing them to be extra vigilant about controlling other costs. Amazon has plans to eliminate roughly 14,000 jobs. And while Wall Street is used to financing fast-depreciating assets such as aircraft and autos, it's worrying that private credit funds are increasingly using GPUs as collateral to finance loans. This includes lending to more speculative startups known as neoclouds, who offer GPUs for rent. Microsoft alone has signed more than $60 billion of neocloud deals.

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Researchers from four universities have released a study revealing that AI models remain easily detectable in social media conversations despite optimization attempts. The team tested nine language models across Twitter/X, Bluesky and Reddit, developing classifiers that identified AI-generated replies at 70 to 80% accuracy rates. Overly polite emotional tone served as the most persistent indicator. The models consistently produced lower toxicity scores than authentic human posts across all three platforms. Instruction-tuned models performed worse than their base counterparts at mimicking humans, and the 70-billion-parameter Llama 3.1 showed no advantage over smaller 8-billion-parameter versions. The researchers found a fundamental tension: models optimized to avoid detection strayed further from actual human responses semantically.

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An anonymous reader quotes a report from Ars Technica: Ryanair is trying to force users to download its mobile app by eliminating paper boarding passes, starting on November 12. As announced in February and subsequently delayed from earlier start dates, Europe's biggest airline is moving to digital-only boarding passes, meaning customers will no longer be able to print physical ones. In order to access their boarding passes, Ryanair flyers will have to download Ryanair's app. "Almost 100 percent of passengers have smartphones, and we want to move everybody onto that smartphone technology," Ryanair CEO Michael O'Leary said recently on The Independent's daily travel podcast. Customers are encouraged to check in online via Ryanair's website or app before getting to the airport. People who don't check in online before getting to the airport will have to pay the airport a check-in fee. "There'll be some teething problems," O'Leary said of the move.

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According to the Financial Times (paywalled), Meta's Chief AI Scientist Yann LeCun, a deep-learning pioneer and Turing Award winner, is reportedly leaving the company to launch his own startup. Reuters reports: The owner of Facebook and Instagram has significantly increased its investments in artificial intelligence, with CEO Mark Zuckerberg reorganizing the company's AI initiatives under Superintelligence Labs. Zuckerberg hired Alexandr Wang, former CEO of data-labeling startup Scale AI to lead the new AI effort. As a result, LeCun, who had reported to chief product officer Chris Cox, is now reporting to Wang, the report said. The company began investing in AI in 2013 by launching Facebook Artificial Intelligence Research (FAIR) unit and recruiting LeCun, who is a known skeptic of the large language model path to superintelligence. LeCun is also a Silver Professor of data science, computer science, neural science and electrical and computer engineering at New York University, according to his LinkedIn page. He is known for his work in deep learning and the invention of the convolutional neural network, which is widely used for image, video and speech recognition.

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New submitter UsRanger175 shares a report from Space.com: The sun erupted in spectacular fashion this morning (Nov. 11), unleashing a major X5.1-class solar flare, the strongest of 2025 so far and the most intense since October 2024. The eruption peaked at 5 a.m. EST (1000 GMT) from sunspot AR4274, which has been bursting with activity in recent days. The blast triggered strong (R3-level) radio blackouts across Africa and Europe, disrupting high-frequency radio communications on the sunlit side of Earth. This outburst is the latest in a series of intense flares from AR4274, which also produced an X1.7 flare on Nov. 9 and an X1.2 on Nov. 10. Those flares were accompanied by coronal mass ejections (CMEs) that could combine and impact Earth overnight tonight, possibly triggering strong (G3) geomagnetic storm conditions and widespread auroras, according to NOAA's Space Weather Prediction Center. The CME released today could also join the party as it speeds toward Earth at 4.4 million mph. NOAA predicts the CME could impact Earth around midday on Nov. 12. With this third CME added to the mix, it's possible that we could experience severe (G4) geomagnetic storm conditions.

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An anonymous reader quotes a report from The Atlantic: In China, you can buy a heavily discounted "used" electric car that has never, in fact, been used. Chinese automakers, desperate to meet their sales targets in a bitterly competitive market, sell cars to dealerships, which register them as "sold," even though no actual customer has bought them. Dealers, stuck with officially sold cars, then offload them as "used," often at low prices. The practice has become so prevalent that the Chinese Communist Party is trying to stop it. Its main newspaper, The People's Daily, complained earlier this year that this sales-inflating tactic "disrupts normal market order," and criticized companies for their "data worship." This sign of serious problems in China's electric-vehicle industry may come as a surprise to many Americans. The Chinese electric car has become a symbol of the country's seemingly unstoppable rise on the world stage. Many observers point to their growing popularity as evidence that China is winning the race to dominate new technologies. But in China, these electric cars represent something entirely different: the profound threats that Beijing's meddling in markets poses to both China and the world. Bloated by excessive investment, distorted by government intervention, and plagued by heavy losses, China's EV industry appears destined for a crash. EV companies are locked in a cutthroat struggle for survival. Wei Jianjun, the chairman of the Chinese automaker Great Wall Motor, warned in May that China's car industry could tumble into a financial crisis; it "just hasn't erupted yet." To bypass government censorship of bad economic news, market analysts have opted for a seemingly anodyne term to describe the Chinese car industry's downward spiral: involution, which connotes falling in on oneself.

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Google has unveiled Private AI Compute, a cloud platform designed to deliver advanced AI capabilities while preserving user privacy. As The Verge notes, the feature is "virtually identical to Apple's Private Cloud Compute." From the report: Many Google products run AI features like translation, audio summaries, and chatbot assistants, on-device, meaning data doesn't leave your phone, Chromebook, or whatever it is you're using. This isn't sustainable, Google says, as advancing AI tools need more reasoning and computational power than devices can supply. The compromise is to ship more difficult AI requests to a cloud platform, called Private AI Compute, which it describes as a "secure, fortified space" offering the same degree of security you'd expect from on-device processing. Sensitive data is available "only to you and no one else, not even Google."

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Disney is losing an estimated $4.3 million per day (about $30 million per week) from the ongoing YouTube TV blackout of ESPN, ABC, and other networks amid a contract dispute over carriage fees. Of course, YouTube is also feeling financial pressure from users who have already canceled or intend to cancel their service. Variety reports: Disney is losing an estimated $30 million per week from its networks being pulled off YouTube TV, which works out to nearly $4.3 million per day, according to Morgan Stanley analysts. The figure came in a research note from Morgan Stanley equity analysts Benjamin Swinburne and Thomas Yeh, who said in their financial forecast for Disney's year-end 2025 quarter, they are "layering in 14 days of impact from the ongoing YouTube TV blackout, which we estimate is a $60mm revenue headwind." Nov. 11 marks the 12th day of the Disney blackout on YouTube TV. The Morgan Stanley analysts wrote that they expect the Disney-YouTube TV dispute to be resolved later this week, but estimated that each week its networks are dark on YouTube TV will lower Disney's adjusted earnings per share by 2 cents.

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An anonymous reader quotes a report from Ars Technica: ClickFix often starts with an email sent from a hotel that the target has a pending registration with and references the correct registration information. In other cases, ClickFix attacks begin with a WhatsApp message. In still other cases, the user receives the URL at the top of Google results for a search query. Once the mark accesses the malicious site referenced, it presents a CAPTCHA challenge or other pretext requiring user confirmation. The user receives an instruction to copy a string of text, open a terminal window, paste it in, and press Enter. Once entered, the string of text causes the PC or Mac to surreptitiously visit a scammer-controlled server and download malware. Then, the machine automatically installs it -- all with no indication to the target. With that, users are infected, usually with credential-stealing malware. Security firms say ClickFix campaigns have run rampant. The lack of awareness of the technique, combined with the links also coming from known addresses or in search results, and the ability to bypass some endpoint protections are all factors driving the growth. The commands, which are often base-64 encoded to make them unreadable to humans, are often copied inside the browser sandbox, a part of most browsers that accesses the Internet in an isolated environment designed to protect devices from malware or harmful scripts. Many security tools are unable to observe and flag these actions as potentially malicious. The attacks can also be effective given the lack of awareness. Many people have learned over the years to be suspicious of links in emails or messengers. In many users' minds, the precaution doesn't extend to sites that instruct them to copy a piece of text and paste it into an unfamiliar window. When the instructions come in emails from a known hotel or at the top of Google results, targets can be further caught off guard. With many families gathering in the coming weeks for various holiday dinners, ClickFix scams are worth mentioning to those family members who ask for security advice. Microsoft Defender and other endpoint protection programs offer some defenses against these attacks, but they can, in some cases, be bypassed. That means that, for now, awareness is the best countermeasure. Researchers from CrowdStrike described in a report a campaign designed to infect Macs with a Mach-O executive. "Promoting false malicious websites encourages more site traffic, which will lead to more potential victims," wrote the researchers. "The one-line installation command enables eCrime actors to directly install the Mach-O executable onto the victim's machine while bypassing Gatekeeper checks." Push Security, meanwhile, reported a ClickFix campaign that uses a device-adaptive page that serves different malicious payloads depending on whether the visitor is on Windows or macOS.

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Dave Knott writes: Microsoft has released Visual Studio 2026, the first major version of their flagship compiler in almost four years. Release notes are available here. The compiler has also been updated, including improved (but not yet 100%) C++23 core language and standard library implementations.

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Sony reported that PlayStation 5 sales have reached 84.2 million units, officially surpassing every Xbox console ever released. IGN reports: The PlayStation 5 is now up to 84.2 million copies sold after shifting an additional 3.9 million units during the three-month period ending September 30, Sony has announced. That's a slight increase on the 3.8 million PS5 units Sony sold during the same quarter last year, but it's an impressive result given the price of the console has actually gone up over the course of this generation, rather than come down. [...] As an aside, unlike Sony, Microsoft does not make Xbox Series X and S sales figures public, but analysts have suggested the combined Xbox Series effort is being outsold by the PS5 by at least a factor of 2:1. The more appropriate comparison for the PS5 then, is with its predecessor, the PlayStation 4. Five years into the current console generation, the PS5 is slightly behind the PS4 (the PS4 sold-in to retailers more than 86.1 million units after five years on sale). But Sony has said this console generation is its most financially successful ever, with sales surpassing those made during the reign of all previous Sony consoles.

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A Munich court ruled that OpenAI violated German copyright law by training its models on lyrics from nine songs and allowing ChatGPT to reproduce them. OpenAI now faces damages as it considers an appeal. Reuters reports: The regional court in Munich found that the company trained its AI on protected content from nine German songs, including Groenemeyer's hits "Maenner" and "Bochum." The case was brought by German music rights society GEMA, whose members include composers, lyricists and publishers, in another sign of artists around the world fighting back against data scraping by AI. Presiding judge Elke Schwager ordered OpenAI to pay damages for the use of copyrighted material, without disclosing a figure. GEMA legal advisor Kai Welp said GEMA hoped discussions could now take place with OpenAI on how copyright holders can be remunerated. OpenAI had argued that its language models did not store or copy specific training data but, rather, reflected what they had learned based on the entire training data set. Since the output would only be generated as a result of user inputs known as prompts, it was not the defendants, but the respective user who would be liable for it, OpenAI had argued. However, the court found that both the memorization in the language models and the reproduction of the song lyrics in the chatbot's outputs constitute infringements of copyright exploitation rights, according to a statement on the ruling.

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An anonymous reader quotes a report from Ars Technica: The Big G is finally making good on its promise to add its market-leading Nano Banana image-editing model to the app. The model powers a couple of features, and it's not just for Google's Android platform. Nano Banana edits are also coming to the iOS version of the app. [...] The Photos app already had conversational editing in the "Help Me Edit" feature, but it was running an older non-fruit model that produced inferior results. Nano Banana editing will produce AI slop, yes, but it's better slop. Google says the updated Help Me Edit feature has access to your private face groups, so you can use names in your instructions. For example, you could type "Remove Riley's sunglasses," and Nano Banana will identify Riley in the photo (assuming you have a person of that name saved) and make the edit without further instructions. You can also ask for more fantastical edits in Help Me Edit, changing the style of the image from top to bottom. Google is very invested in getting people to use its AI tools, but less-savvy users might not be familiar enough with AI prompting to get the most out of Nano Banana. So Google Photos is also getting a collection of AI templates in a new "Create with AI" section. This menu will offer pre-formed prompts based on popular in-app edits. Some of the options you'll see include "put me in a high fashion photoshoot," "create a professional headshot," and "put me in a winter holiday card." The app is also getting a new "Ask" button, which is not to be confused with "Ask Photos." The former is a new contextual button that appears when viewing a photo, and the latter is Google's controversial natural language search feature. [...] When looking at a photo, you can tap the Ask button to get information about the content of the photo or find related images. You can also describe edits you'd like to see in this interface, and Nano Banana will make them for you.

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FFmpeg, the open source multimedia framework that powers video processing in Google Chrome, Firefox, YouTube and other major platforms, has called on Google to either fund the project or stop burdening its volunteer maintainers with security vulnerabilities found by the company's AI tools. The maintainers patched a bug that Google's AI agent discovered in code for decoding a 1995 video game but described the finding as "CVE slop." The confrontation centered on a Google Project Zero policy announced in July that publicly discloses reported vulnerabilities within a week and starts a ninety-day countdown to full disclosure regardless of patch availability. FFmpeg, written primarily in assembly language, handles format conversion and streaming for VLC, Kodi and Plex but operates without adequate funding from the corporations that depend on it. Nick Wellnhofer resigned as maintainer of libxml2, a library used in all major web browsers, because of the unsustainable workload of addressing security reports without compensation and said he would stop maintaining the project in December.

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Democratic U.S. Senator Elizabeth Warren is escalating pressure on the defense industry to stop opposing military right-to-repair legislation, as House and Senate negotiators work to finalize the fiscal 2026 National Defense Authorization Act. From a report: In a sharply-worded November 5 letter to the National Defense Industrial Association (NDIA) obtained by Reuters, Warren accused the industry group of attempting to undermine bipartisan efforts to give the Pentagon greater ability to repair weapons and equipment it owns. She called the group's opposition "a dangerous and misguided attempt to protect an unacceptable status quo of giant contractor profiteering." Currently, the government is often required to pay contractors like NDIA members Lockheed Martin, Boeing and RTX to use expensive original equipment and installers to service broken parts, versus having trained military maintainers 3D print spares in the field and install them faster and more cheaply.

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China has introduced a visa that will allow young foreign researchers in science, technology, engineering and mathematics to move there without having to secure a job first. From a report: Before the introduction of the K visa, most foreign STEM researchers hoping to move to China had to find a job in advance and then apply for a work visa. The Chinese government is making "a serious bid" to attract the world's brightest minds in STEM, says Jeremy Neufeld, the director of immigration policy at the Institute for Progress, a think tank in Washington DC. South Korea, Singapore and several other countries have also launched STEM-oriented visa programmes. The K visa was officially rolled out on 1 October, but Nature understands that applications are yet to open. Few details about eligibility have been released, except that restrictions will apply on the basis of an applicant's age, education and work experience. Foreign researchers who have graduated from 'famous' universities or institutes in China or abroad with a bachelor-or-higher degree in STEM will be eligible to apply. That also includes people who teach or research STEM topics in such organizations.

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Animal testing in science would be phased out faster under a new plan to increase the use of artificial intelligence and 3D bioprinted human tissues, a UK minister has said. The Guardian: The roadmap unveiled by the science minister, Patrick Vallance, backs replacing certain animal tests that are still used where necessary to determine the safety of products such as life-saving vaccines and the impact pesticides have on living beings and the environment. The strategy says phasing out the use of animals in science can only happen when reliable and effective alternative methods with the same level of safety for human exposure can replace them. The government said new funding for researchers and streamlined regulation would help develop methods such as organ-on-a-chip systems -- tiny devices that mimic how human organs work using real human cells. Greater use of AI to analyse vast amounts of data about molecules and predict whether new medicines will be safe and work well on humans would be deployed, while 3D bioprinted tissues could create realistic human tissue samples, from skin to liver, for testing. Other plans under the strategy include an end to regulatory testing on animals to assess the potential for skin and eye irritation and skin sensitisation by the end of 2026. By 2027, researchers are expected under the strategy to end tests of the strength of botox on mice, while by 2030 pharmacokinetic studies -- which track how a drug moves through the body over time -- on dogs and non-human primates will be reduced.

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BrianFagioli writes: Mozilla has released Firefox 145.0, and the standout change in this version is the official end of support for 32-bit Linux systems. Users on 32-bit distributions will no longer receive updates and are being encouraged to switch to the 64-bit build to continue getting security patches and new features. While most major Linux distributions have already moved past 32-bit support, this shift will still impact older hardware users and lightweight community projects that have held on to 32-bit for the sake of performance or preservation. The rest of the update introduces features such as built-in PDF comments, improved fingerprinting resistance for private browsing, tab group previews, password management in the sidebar, and minor UI refinements. Firefox also now compresses local translation models with Zstandard to reduce storage needs. But the end of 32-bit Linux support is the change that will leave the biggest mark, signaling another step toward a web ecosystem firmly centered on 64-bit computing.

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The furious push by AI hyperscalers to build out data centers will need about $1.5 trillion of investment-grade bonds over the next five years and extensive funding from every other corner of the market, according to an analysis by JPMorgan. From a report: "The question is not 'which market will finance the AI-boom?' Rather, the question is 'how will financings be structured to access every capital market?'" according to strategists led by Tarek Hamid. Leveraged finance is primed to provide around $150 billion over the next half decade, they said. Even with funding from the investment-grade and high-yield bond markets, as well as up to $40 billion per year in data-center securitizations, it will still be insufficient to meet demand, the strategists added. Private credit and governments could help cover a remaining $1.4 trillion funding gap, the report estimates. The bank calculates an at least $5 trillion tab that could climb as high as $7 trillion, singlehandedly driving a reacceleration in growth in the bond and syndicated loan markets, the strategists wrote in a report Monday. The analysts project $300 billion in high-grade bonds going toward AI data centers next year. That could account for nearly one fifth of total issuance in that market, which a report from Barclays estimates will grow to $1.6 trillion.

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The iPad Pro went on sale ten years ago, launching with a 12.9-inch screen that Apple believed would redefine computing through size alone. The company initially resisted making the device a laptop replacement and maintained strict limitations on multitasking, browser capabilities, and app installation. Over the past decade, Apple reversed course. The iPad Pro gained USB-C ports, external drive support, keyboard and trackpad accessories, and an improved Files app. The current M5 model includes OLED screens in 13- and 11-inch sizes. iPadOS 26 added free-form multitasking, a menu bar and the Preview app. The webcam now sits in landscape orientation. Despite these advances, the device remains constrained by App Store-only software installation, The Verge writes, limited system access, and the absence of desktop-class browsers. Apple spent years positioning the iPad as a third category between phones and computers. The hardware and accessories now support full computer functionality, but artificial software limitations remain in place.

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