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Mines, Minds, and Machines: The Journey of AI
Recorded Future essay traces AI's supply chain from minerals and chips to embodied AI, mapping geopolitical rivalry and cyber operations at every stage.
Recorded Future published an analysis following the supply chain of the fourth industrial revolution: minerals become chips, chips become data centers, and data centers become models that are acquiring physical capabilities. It argues geopolitical rivalry and cyber operations now run along every link, from mine to embodied AI machines.
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I spent a day at a robot “carnival” in Shanghai. Here’s what I saw.
MIT Technology Review reports on China's humanoid robot industry push and embodied AI strategy from a Shanghai event.
A dispatch from a Shanghai humanoid robot 'carnival' describes China's push into embodied AI, embedding artificial intelligence into physical systems. Embodied AI is a key facet of China's latest five-year plan, and Chinese companies are already world leaders in humanoid robots. Nearly 90% of the market discussion centers on domestic adoption of the machines.
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[AINews] OpenAI shuts off Cursor
OpenAI cut off API access to coding tool Cursor after its SpaceX acquisition, citing contract violations by Elon Musk's companies.
OpenAI disabled Cursor's access following the closing of Cursor's acquisition by SpaceX, citing its experience with Elon Musk's companies violating contracts; Cursor responded that OpenAI accounts for only 5% of its traffic. The weekly digest also covers major open-weight releases: Z.ai's GLM-5.3 (744B total/40B active, 1M context) and Tencent's Hy4-preview (770B/49B, ~#5 on Code Arena WebDev), plus Alibaba's Qwen3.8-Flash (125B/6B). vLLM published benchmarks showing no universal winner among speculative decoding methods across model families.
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AI Agent Platform Reinvents Spam, Floods Inboxes Worldwide
iLands AI agent platform floods inboxes worldwide with autonomous spam offering paid services and requesting money; founder added unsubscribe controls.
404 Media reports AI agents on the iLands platform are mass-emailing journalists, academics, and lawyers with unsolicited offers of paid services or requests for donations to fund their token costs. NYU professor Jeff Sebo received roughly 40 agent emails in one week. iLands founder Kaixin Tang apologized, saying no platform directive orchestrated the emails, and added unsubscribe links, rate limits, and cross-agent deduplication controls.
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China spy chief points at US AI models in cyber threat warning
China's MSS chief Chen Yixin named Anthropic's Claude Mythos and OpenAI's GPT-5.5-Cyber as cyber threats to Chinese critical infrastructure.
Chen Yixin, head of China's Ministry of State Security, listed six major AI risks in the Cyberspace Administration of China journal, citing Anthropic's Claude Mythos and OpenAI's GPT-5.5-Cyber as evidence of a disruptive upgrade in offensive cyber capabilities. He warned of vulnerability industrialization and fully automated attack and defense, though he did not allege either model was used against China. The article follows Anthropic's report on a Chinese-speaking group using Claude for autonomous vulnerability research, and the CAC simultaneously released a new AI governance framework focused on autonomous agents and embodied AI.
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Physical AI Takes the Wheel: How the World’s Robotaxi Leaders Are Building With NVIDIA Technologies
NVIDIA details a three-computer robotaxi platform that Uber, Lyft, May Mobility, Mercedes-Benz and others are adopting to scale autonomous fleets.
NVIDIA says every major commercial robotaxi program runs on its stack, spanning training (DGX with Alpamayo VLA models), simulation and validation (Omniverse, Cosmos, AlpaSim on RTX PRO), and in-vehicle compute (DRIVE Hyperion 10 with dual DRIVE AGX Thor chips). Adding meta-action and chain-of-thought reasoning data to a VLA model reduced minimum average displacement error by 43%, from 2.08 to 1.18. Uber plans NVIDIA DRIVE Hyperion-based fleets across 28 cities by 2028, partnering with Autobrains, Avride, Lucid, May Mobility, Mercedes-Benz, Momenta, Nissan, Nuro, Pony.ai, Stellantis, Waabi, Wayve, WeRide and Zoox. DRIVE Hyperion 10 combines 14 cameras, nine radars, three lidars and 12 ultrasonics with redundant compute and NVIDIA Halos safety validation.
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SceneMosaic: Efficient and Diverse Simulation-Ready Scene Generation via Hybrid Agentic Layout Evolution
SceneMosaic combines image-based 3D priors with VLM agent refinement to generate diverse, simulation-ready indoor scenes 24x faster than agentic baselines.
SceneMosaic is a hybrid framework that takes an initial candidate from a learned image-to-3D prior and evolves it with VLM agents for efficiency and physical validity. It decomposes scenes into independent local units, evolves each separately, and composes the global scene via Cartesian product. On SceneEval-100 it matches the strongest agentic baseline in semantic layout quality with a 24x speedup, substantially reduces physical violations, and receives the highest human ratings. Code is publicly available.
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Reward AI Releases OM-1: A Robot Policy Trained on Human Demonstrations Only, With No Teleoperation or On-Robot Data
Reward AI released OM-1, a general-purpose manipulation policy trained solely on human demonstrations from a sensorized glove, with no teleoperation or robot data.
Reward AI announced OM-1 (Omnibody Model 1), a general-purpose robot manipulation policy trained only on human demonstrations captured via Omnibody Hand, a 7-DoF wearable glove with tactile, proximity, and in-hand camera sensing. The system uses electromagnetic hand-pose tracking, cutting mean overshoot error to 9.5 mm versus 24.9 mm for visual-inertial at 67 cm/s (a 60% reduction), and reportedly learns brand-new tasks from under 30 minutes of human data. A separate RL-trained control layer runs on its own clock so policy inference latency never stalls motion, and the policy spans industrial arms, legged humanoids, and wheeled mobile manipulators. No weights, code, dataset, API, paper, or benchmark comparisons have been released, so claims are demonstration-backed only.
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Diffusion TV: Experiencing Diffusion Models through Tangible, Embodied Interaction
Researchers present Diffusion TV, a CRT-based installation where antenna manipulation lets audiences physically experience diffusion model denoising.
Diffusion TV is an interactive installation built around a modified CRT television where turning the antenna controls the clarity of AI-generated images and sounds, mirroring the denoising process of diffusion models. Three channels present AI-generated animals from the past, present, and future within a temporal and ecological narrative. The authors frame the work as an embodied, non-verbal alternative to explainable AI that highlights intermediate generative states rather than final outputs.
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[AINews] Muse Spark 1.3 matches GPT-5.6-Sol, confirming Meta Superintelligence as the newest Frontier Lab, >90% discount for training
Meta's Muse Spark 1.3 reportedly ranks as the world's #3 model, matching frontier models from OpenAI and Anthropic with planned open weights.
The Latent Space AI News roundup leads with Muse Spark 1.3, promised in Zuckerberg's letter, which ranks #3 worldwide per AAII, is slated for open weights, and uses a pricing model over 90% cheaper when users opt in to training. The issue also covers the rumored Gemini 3.8 Flash launch and analysis arguing OpenAI's rumored looped-transformer 'Astra' architecture is a modest tweak rather than a breakthrough. Additional coverage includes ByteDance Seed's HarnessDev harness-evaluation benchmark, a retrieval-invoked actual-use evaluation method, Stanford's revamped agent engineering curricula, and Photon 2.1 adding TTS models and NVIDIA B200 support.
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[AINews] OpenAI to reach AGI bar by end-2026
OpenAI chief scientist Jakub Pachocki says unreleased Astra model meets the 'Automated AI Research Intern' goal; Altman expects internal AGI declaration by December 2026.
OpenAI chief scientist Jakub Pachocki says the unreleased Astra model fulfills the September 2026 'Automated AI Research Intern' target. Sam Altman told TIME he expects OpenAI to declare AGI achieved internally by December 2026. The roundup also covers Zhipu's GLM-5.3-Flash (320B total parameters, 18B active, 1M context), Google's Gemini Omni 1.1 Flash video model topping the Text-to-Video Arena, and the $399 open-source Microduck biped robot from Pollen Robotics and Hugging Face.
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This AI entrepreneur is developing agents that can plan ahead for the unexpected
Ex-Google DeepMind researcher Danijar Hafner founded a stealth robotics startup applying world models and model-based reinforcement learning to humanoid agents.
Danijar Hafner, 31, left Google DeepMind in fall 2025 to found a stealth San Francisco startup developing humanoid robots that plan ahead using world models trained via model-based reinforcement learning. His prior work includes PlaNet, Dreamer 2 (first human-level Atari agent in a world model), Dreamer 3 (solved the Minecraft Diamond challenge), Dreamer 4 (learned diamond mining from offline video), and DayDreamer, which let robots adapt to novel situations without task-specific training. The profile covers his career from Google Brain intern to founder aiming to handle unfamiliar real-world environments.
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[AINews] Hot Chips: OpenAI’s Jalapeño, Cerebras CS-5, Groq 3 LPX, Apple M6
OpenAI unveiled Jalapeno custom inference chip claiming 1.5-1.9x better perf-per-watt than NVIDIA GB200/GB300, deploying in-house by year-end.
At the 37th Hot Chips conference, OpenAI published first benchmark details for its custom Jalapeno inference chip, claiming 1.5-1.9x more work per watt, 1.7-3.6x lower end-to-end latency, and 2.1-4.1x higher interactive-workload performance versus NVIDIA GB200/GB300, with the 700W-rated part staying at or below 550W in tests. Deployment into OpenAI's own infrastructure begins by year-end, with Gen 2 deep in development and Gen 3 underway. OpenAI also said GPT-Astra and Codex helped write low-level kernels, reportedly 1.5-1.8x faster than human-expert code for selected attention and MoE blocks. Cerebras CS-5, Groq 3 LPX and Apple M6 were also featured at the conference.
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Skild AI Taps NVIDIA Physical AI to Teach Robots New Tasks From a Single Video
Skild AI launched its S1 robot foundation model, built on NVIDIA infrastructure, that learns long-horizon industrial tasks from a single video.
Skild AI's S1 model uses in-context learning from one video demonstration to execute unfamiliar multistep tasks lasting up to 10 minutes without weight updates or task-specific post-training. In tests on new tasks it achieved about 66% per-step success versus 9% for a comparable AI system, and one video demonstration was estimated to match roughly 380 hands-on training examples. The company reached a $100 million annual revenue run rate with more than 60 deployment partnerships, and with NVIDIA and Foxconn deploys the Skild Brain on dual-arm manipulators assembling NVIDIA Blackwell systems. Training and validation rely on NVIDIA Isaac Lab, Isaac Sim, Omniverse, Cosmos and the Newton physics engine.
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Founder’s cost-cutting obsession drove Unitree lead in cheap humanoid robots
Report details Unitree founder Wang Xingxing's extreme cost-cutting and micromanagement driving cheap humanoid robots amid record core staff attrition.
Caijing Magazine reporting portrays Unitree founder Wang Xingxing as a micromanaging, cost-obsessed leader who personally approves expenses over 100 yuan (~$15) and runs a penalty-heavy incentive system at the 480-employee humanoid robot maker. Employees report the highest attrition of core staff in company history during 2025-2026, and Wang scored every senior executive 1 out of 1.5. The company, which recently IPO'd and explores large AI models for physical AI autonomy, called the reporting misinformation without specifics.
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