Yahoo Finance's close shows the Nasdaq at 24,315.00 (−1,421.52) and the semiconductor index down 12.25%; CNBC counts about $1 trillion lost by the Magnificent 7, and BBC reports the rout reaching Tokyo, Seoul and Taipei on Friday.
Yonhap says the index fell as low as 4,911.28 on 27.5 trillion won of turnover, with foreigners selling 2.77 trillion won; a Daishin Securities analyst called the reaction excessive, saying a full halt to US data-centre building is unlikely.
Independent high-access assessment: AECI benchmark growth ~1.9× since Oct 2025; majority of current acceleration attributed to AI assisting R&D, with heavy redactions.
President Dina Powell McCormick told WSJ Tech that ballot opposition to data centres reflects broader AI anxiety; Meta operates in 23 states with five 1 GW-class projects planned.
Focus Taiwan (CNA) says the index hit an intraday low of 37,837.05 and TSMC fell NT$220 to NT$2,020, wiping NT$5.7 trillion off its market value, after Wall Street, Tokyo and Seoul sold off over AI data-centre policy uncertainty.
The Verge and Fortune say the model scored 48.5% on ExploitGym versus 42.4% for GPT-6 Astra, cut out-of-bounds runs below 1%, found 81 Firefox bugs, and is rolling out first to Daybreak Red defensive customers.
Three major investors told the Journal the price will likely need to come down, one saying nearer $1 trillion; Anthropic has not committed to a valuation, raise size or date, and its advisers are expected to meet in the next few days.
Transfer-Auto, Sim-Auto, Sim-Transfer and Sim-Bimanual are 16B-trainable open weights under OpenMDW1.1, with post-training recipes on Hugging Face.
Nouamane Tazi’s team documents Megatron-LM MoE settings, serving and RL from Alps GH200 runs; Space ships 50+ interactive figures.
The 594B MoE model with 17B active parameters is on Tinker for inference and fine-tuning with closed weights; full Apache 2.0 weights are planned next week after safety testing, the lab said on 5 November.
The 21 tasks, built from anonymised deal data and graded on 84 criteria each, put Claude Opus 5.5 first at 54.8%, just ahead of Claude Sonnet 5.5 (54.6%) and GPT-6 Astra (54.2%); the scores are Julius's own run.
Multiple sources told Business Insider that Accel is leading the round, which could close as soon as this week; Thinking Machines has not confirmed it and released Inkling 2 Small the same day.