# AI news for Monday, Nov 9, 2026

- HTML page: https://aidr.today/date/2026-11-09?lang=en
- Other language: https://aidr.today/date/2026-11-09.md?lang=vi
- Previous day: https://aidr.today/date/2026-11-08.md?lang=en

## AI;DR

- Anthropic signed a $3.4B deal, first reported by the Financial Times, to generate natural-gas power for its data centers. The arrangement is meant to secure a stable supply for its AI operations.
- Goldman Sachs is pulling Claude Code from its bankers and traders. The move changes access to Anthropic’s coding tool inside the bank, though no reason was given. ([story](https://aidr.today/fe5fdb83?lang=en))
- Officials at Commerce Department AI safety center CAISSI were asked to informally report to a White House office, according to Garance Burke of the Associated Press. The request raised concerns about CAISSI’s independence. ([story](https://aidr.today/3da99fb9?lang=en))
- Apple is targeting an autonomous Siri launch in 2027, possibly with iOS 28, to close its AI gap with Meta and OpenAI. John Ternus pressed Craig Federighi to add computer-use features that let Siri operate apps independently. ([story](https://aidr.today/0284ebaa?lang=en))
- METR ruled out compute growth as the main cause of Anthropic’s roughly 2x AI progress speedup, estimating capability gains ran 1.9x faster since October 2025. Progress per dollar still fell 63% between early 2025 and 2026. ([story](https://aidr.today/39254afd?lang=en))
- Excluding Anthropic’s IPO, AI companies sold or priced more than $300B of stock in 2026, with about $100B more pending. Alex Eichenstein of The Information said the pace raises questions about market capacity. ([story](https://aidr.today/cac571cc?lang=en))
- DeepSeek’s open-source Harness AI app reached 1.54M daily active users by Nov. 8, up 545% in just over a month. About 60% used one of its roughly 35,000 plugins, helped by Creator Mode. ([story](https://aidr.today/bad2c45b?lang=en))
- Hedge funds extended their AI-stock selling streak to six weeks, with the largest 20-trading-day exit on record. In October, they cut net leverage 4.2 points to 73.4% and sold about $20B in technology shares, Goldman Sachs data shows.
- Llama-modchip ran 284B DeepSeek-V4-Flash on 59GiB of RAM at 44.4 tok/s prompt processing and 9.1–14.7 tok/s generation, using a 64GB CPU with 256K context and no GPU. It also ran 30B MoEs at 25–111 tok/s.
- Alibaba’s Co-Design Bench found coding agents still need human cleanup on nearly three of four real-world tasks. Even GPT-6 Astra solved only 26.4%, while the same models scored above 99% on older benchmarks.
- Anthropic-backed AI-safety super PAC Public First spent more than $63M in the 2026 midterms, and 10 of its 17 congressional candidates won. Bloomberg reported the gains came in races favoring stricter AI oversight.
- Silicon Valley says AI will cure disease, but drugmaker CEOs are not convinced. Their skepticism challenges the industry’s promises about AI’s medical impact and the speed of future breakthroughs. ([story](https://aidr.today/f400a8a2?lang=en))
- A small, wealthy AI-safety network organized in Signal chats and grew into a coalition that defeated the $100M super PAC Leading the Future in the 2026 midterms. Politico traced the shift in influence to the group’s organizing.
- Rights holders for Elvis and Eminem are suing Suno, adding two more lawsuits over AI music clones. The cases increase the legal pressure on the AI music company and its cloning practices. ([story](https://aidr.today/c0823325?lang=en))
- Inner Mongolia is China’s fastest-growing AI data-center region, with low construction costs and no public backlash. A wind-powered 800MW campus built 120MW within a year, alongside a 5MW SST-native 800V DC pilot and chiller-free cooling.

## Ranked stories

1. [Goldman Sachs Is Pulling Claude Code from Its Bankers and Traders](https://aidr.today/fe5fdb83?lang=en) — Tools · thestateofai.com
2. [Trump Says AI Safety Guardrails Must Not Cost U.S. Lead Over China](https://aidr.today/e617bd6c?lang=en) — Regulation · marketbrief.now
   Donald Trump told CBS '60 Minutes' that he is open to regulations on artificial intelligence as long as the measures do not impede national competitiveness. He stated that while the risks associated with the technology are manageable, the U.S. cannot implement safety restrictions that would push the country into a "deep second position" relative to its rivals. Trump noted that the U.S. currently …
3. [Sources: officials at the Commerce Department's AI safety center CAISSI were asked to informally report to a White House office, raising independence concerns (Garance Burke/Associated Press)](https://aidr.today/3da99fb9?lang=en) — Regulation · techmeme.com
   Officials at the Commerce Department's AI safety center CAISSI were reportedly asked to informally report to a White House office, raising concerns regarding independence.
4. [Apple Aims to Launch Autonomous Siri Next Year to Close AI Gap With Rivals](https://aidr.today/0284ebaa?lang=en) — Agents · marketbrief.now
   Apple is developing a redesigned Siri that can operate apps and navigate software independently to perform complex tasks. The company plans to introduce this autonomous agent capability as early as 2027, possibly as part of an update to iOS 28.
5. [Ngân hàng Trung ương Anh dội "gáo nước lạnh" vào cơn sốt AI: 3 năm năng suất chỉ nhích thêm 0,1–0,2 điểm %/năm, hơn 80% doanh nghiệp chưa thấy hiệu quả](https://aidr.today/d7d8fb88?lang=en) — Research · genk.vn
   Sau 3 năm bùng nổ đầu tư, AI được ước tính chỉ đóng góp thêm 0,1–0,2 điểm phần trăm vào tăng trưởng năng suất lao động hằng năm tại Anh. Trong khi đó, khảo sát gần 6.000 lãnh đạo doanh nghiệp tại 4 quốc gia cho thấy hơn 80% công ty chưa ghi nhận tác động rõ rệt của công nghệ này đối với cả năng suất lẫn việc làm.
6. [METR Rules Out Compute Growth as Main Driver of Anthropic's 2x AI Progress Speedup](https://aidr.today/39254afd?lang=en) — Research · marketbrief.now
   An analysis by independent evaluator METR rules out increased compute as the primary driver of Anthropic's recent research speedup. METR estimated that benchmark scores on Anthropic's capability index have grown 1.9x faster since October 2025, though a separate analysis showed that progress per dollar fell 63% between the first halves of 2025 and 2026.
7. [Excluding Anthropic's IPO, AI companies sold or priced $300B+ of stock in 2026, with ~$100B more on tap, raising questions about how much the market can absorb (Alex Eichenstein/The Information)](https://aidr.today/cac571cc?lang=en) — Funding · techmeme.com
   Excluding Anthropic's IPO, AI companies sold or priced over $300B of stock in 2026, with approximately $100B more remaining. Volatile trading in AI-related stocks has raised questions regarding the market's ability to absorb additional share offerings.
8. [DeepSeek's Harness AI App Reaches 1.54M Daily Active Users](https://aidr.today/bad2c45b?lang=en) — Tools · marketbrief.now
   DeepSeek's open-source AI agent tool, Harness, reached 1.54 million daily active users by Nov. 8. The developer reported that daily usage grew by 545% in just over a month, attributing the increase to a modular software design and the promotion of "Creator Mode." Approximately 60% of users have built or installed at least one of the roughly 35,000 available third-party plugins.
9. [Tencent to Launch Fully Autonomous AI Science Labs](https://aidr.today/30078476?lang=en) — Industry · marketbrief.now
   Tencent will establish AI science laboratories designed to operate entirely without human intervention to speed up scientific research, according to chief AI scientist Yao Shunyu. Yao warned that advancing reasoning and coding capabilities in AI may soon allow systems to master biology and create real-world harms in biological and cyber realms.
10. [Email to staff: Jensen Huang admits an affair, takes "full responsibility", and says he fell short of his duties to Nvidia's board, shareholders, and employees (Madison Mills/Axios)](https://aidr.today/0ff07a6a?lang=en) — Industry · techmeme.com
   Nvidia CEO Jensen Huang admitted to having a romantic relationship with a suspected Chinese spy in an email to his staff. Huang stated he takes full responsibility and fell short of his duties to Nvidia's board, shareholders, and employees.
11. [Silicon Valley Promises AI Will Cure Disease. Drugmaker CEOs Aren't Buying It](https://aidr.today/f400a8a2?lang=en) — Industry · wsj.com
12. [Elvis and Eminem rights holders are suing Suno](https://aidr.today/c0823325?lang=en) — Industry · theverge.com
13. [Dùng ChatGPT viết tiểu thuyết, nhà văn 62 tuổi đạt giải văn học danh giá](https://aidr.today/a96c375f?lang=en) — Regulation · genk.vn
14. [Trump Says Nvidia's Huang Should Stay CEO After Admitting Affair With Suspected Chinese Spy](https://aidr.today/aee2a0b4?lang=en) — Industry · marketbrief.now
15. [\[One Million AI Engineer Special\] How Stanford Teaches AI-Native Engineering — Mihail Eric, Monaco](https://aidr.today/d9dfd951?lang=en) — Agents · latent.space
16. [parse\_number() as a SQLite extension: C vs Rust](https://aidr.today/a86fe963?lang=en) — Research · simonwillison.net
17. [What can I realistically do with local AI on a Mac mini M5 Pro (48GB)?](https://aidr.today/351cda8f?lang=en) — Chips · lobste.rs
18. [I'm Not Convinced the AI Bubble Exists](https://aidr.today/3c21dbfc?lang=en) — Funding · matteoraso.github.io
19. [How I Fight AI Brain Fry](https://aidr.today/8b18a536?lang=en) — Releases · sergeykuhne.com

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