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Week 45 · 2026

November 2 – November 8

107 events

Importance: monitoring Hardware 1 source

Huawei increases its share of the Chinese AI chip market, Nvidia falls to 34 percent

Nvidia's market share in China fell to 34 percent, while Huawei increased its share to 28 percent thanks to its Ascend chips. Huawei is preparing the Ascend 960 and 980 models with up to 384 GB of HBM memory, but according to the company it currently has no plans for the European market.

Importance: monitoring Tools and apps 1 source

Cisco integrates models from OpenAI into its enterprise security solution

According to its own announcement, Cisco is combining network intelligence with models from OpenAI with the aim of creating faster and more adaptive defense against cyber threats in enterprise networks.

Importance: monitoring Business and investment 1 source

Sam Altman: RAM in ordinary computers is a waste, it belongs in servers

Sam Altman said that high RAM capacities in ordinary computers are a waste and that the memory should go to servers instead. AI data centers are consuming a growing share of the world's memory chip production, and according to estimates, the shortage is expected to last until 2030.

Importance: monitoring Other ✓ official

OpenAI reports issues with file uploads in ChatGPT

OpenAI is reporting an increased error rate and degraded performance for file uploads in ChatGPT. The incident has the status "Identified", and the company is working on mitigation.

Importance: monitoring Anthropic Coding 1 source

Goldman Sachs restricts access to AI coding tools to engineers

According to Bloomberg, Goldman Sachs has restricted access to Claude Code and GitHub Copilot to engineers only. Traders and bankers who had used them for months to experiment lost access, for productivity and risk-management reasons.

Importance: monitoring Other 1 source

Venkatesh Rao essay: AI elite's approach to intelligence compared to mercantilism

Engineer Venkatesh Rao argues in an essay on the Contraptions blog that part of the AI elite treats intelligence as a scarce resource, similar to how mercantilists hoarded gold, and proposes focusing on fair access to AI instead of protecting outdated jobs.

Importance: monitoring Anthropic Security update ✓ 2

Anthropic confirms ban on game cloning in Claude Code, critics say it won't stop the trend

Anthropic, through employee Addy Osmani, confirmed that Claude Code and the Claude Opus 5.5 model now block reconstructions of existing video games even under a different name. The step responds to a wave of AI game clones such as Halo or GTA Vice City, but users are also reporting false positives on original projects.

New: The system prompt specifically contains two sentences prohibiting game cloning; The rules also apply to renamed or reworked copies of games; Anthropic employee Addy Osmani confirmed the rule on the social network X; Users report problems with original projects despite being authorized; The rule applies to violations of intellectual property policy

Importance: monitoring OpenAI Business and investment 1 source

OpenAI to launch pilot program for sharing electricity from Stargate data centers

OpenAI has announced a pilot "Grid Protectors" program in Effingham County, Georgia – promising to release up to 1 000 MW of electricity from the data center during extreme weather or emergencies, enough to run air conditioning for about 700 000 homes.

Importance: monitoring Security ✓ official

Incident with the GPT-5.4 Nano model in GitHub Copilot and IDEs

On 2 November, GitHub reported increased errors and limited availability of the GPT-5.4 Nano model in Copilot products and IDEs. According to GitHub, the cause is an issue on the side of the upstream model provider.