AI Weekly Malaysia

IREN says more than $4 billion in annual recurring revenue expected in 2026 has slipped to at least January, and could extend to February, due to a customer-requested change and supplier timing. Co-CEO Daniel Roberts said on the earnings call that Microsoft is the customer and requested network infrastructure reconfiguration and upgrades to enable 200 megawatts of capacity for latest-generation frontier models. IREN reported revenue up 66% quarter over quarter to $228 million, beating the $221 million analyst estimate, with AI Cloud revenue more than doubling to $200 million.

Jim Cramer said on CNBC's Mad Money that the AI stock sell-off likely has further to run, but argued it is an "orderly decline" rather than a dot-com-style crash because most of the hardest-hit companies have profitable businesses. He pointed to growing opposition to new data centers after the midterm elections as a driver of doubts about future AI infrastructure spending, with Micron down 17%, GE Vernova down 7% and Sandisk down 22% on Thursday after also falling Wednesday. Cramer advised investors to hold enough cash and not panic, while cautioning there may be more downside, especially in semis.

Mark Cuban is reported to claim that Facebook knowingly runs AI deepfake scam ads, and the headline cites internal documents putting fraud-related revenue at $16B. We only have the title and excerpt — the article body could not be read — so the sourcing behind both the "knowingly" claim and the $16B figure is unverified here. The Hacker News thread drew 337 points and 156 comments, so builders are engaging with it.

Ars Technica reports a vulnerability nicknamed *sshole that lets attackers SSH into some Linux devices without a password. The article says certain configurations of Alpine are affected and other distributions may also be, with the subhead noting that any 256-character input will do. It was published November 5, 2026, and the page shows 9 comments.

NASA announced the X-70 "Fractal" experimental aircraft, with an AI-generated image showing a dark, smoke-shrouded silhouette that resembles a military fighter jet. Ars Technica notes NASA aims to grow its X-plane fleet and that the announcement image is AI-generated; the story had 12 comments at publication.

Airbnb said in its Q3 shareholder letter that its AI travel agent will launch in the first half of 2027. The agent will use a travel-specific, personalized interface that builds around a user’s question instead of responding like a conventional chatbot. CEO Brian Chesky argued general-purpose agents are fine for routine tasks, but travel is aspirational, noting that 80% of travelers say they enjoy researching trips.

GitHub issue #107757 (opened Nov 5, 2026 against Claude Code v2.1.318 on macOS) reports that Claude Code puts the user's email address in the User-Agent header on outbound web-search requests, exposing it to every third-party site the agent touches. The reporter says the leak has produced dozens of scam emails per day and is moving their company to Pi with OpenRouter; the issue has 143 thumbs-up reactions and the Hacker News thread drew 420 points and 147 comments.

The fetched page contains only Condé Nast's cookie-consent and privacy-preference text — no article body, no product details, no pricing, no release date, and no technical specifics about the MDR-3 revival. The only confirmed facts are the headline claim (Sony reissuing 1970s-era MDR-3 Walkman headphones with USB-C) and a publish timestamp of 2026-11-05. There is nothing in the supplied text to summarize beyond the headline.

Ars Technica reports that Google is telling schools they can keep using Search without adopting Gemini, while simultaneously treating AI-driven search as non-negotiable. The piece's framing is that Google is technically offering schools more choice, but not the choices they actually want. The article text available is largely page boilerplate; beyond the headline claim and 8 comments, it gives no pricing, rollout dates, admin-control details, or named school agreements.

Ars Technica reports a lawsuit alleging that a man introduced his wife to ChatGPT and that she used it while planning to murder him via bitter energy drinks. The provided excerpt stops before naming the court, filing date, model version, prompts, or what ChatGPT actually output, so the claim cannot be assessed technically from the text.

Qualcomm shares fell 9% after it issued light Q1 guidance—adjusted EPS of $2.15–$2.35 and revenue of $10.4B–$11.2B—despite a slight Q4 earnings beat. Its handset chip sales dropped 26% to $5.14B as rising memory costs forced device price hikes and hurt demand, and the result helped pull AMD, Micron, Arm and Intel lower amid post-election data-center slowdown fears and indicated plans for AI regulation.

Serve Robotics announced a new Physical AI Services business on Nov. 5, 2026, selling connectivity and data tools it built for its own delivery robots to other robot makers. Bedrock Robotics is a named customer, and Serve is working with T-Mobile to bring AI compute closer to robots; the launch came alongside Q3 earnings. The line has three products, with Serve Link described as connecting field robots to data-center AI, while Serve's delivery business is shifting from Uber toward partners including DoorDash and Wonder.

Tom's Hardware published a buying guide for third-party wireless controllers for the Nintendo Switch 2, starting at $49, from brands including 8BitDo and GameSir, timed around a Zelda: Ocarina of Time remaster. Beyond the $49 starting price and those brand names, the supplied text contains no specific models, specs, battery figures, or comparison data — it is almost entirely site navigation, subscription prompts, and newsletter boilerplate.

Ars Technica published a first-drive review of the 2027 BMW i7 60 xDrive on November 5, 2026, describing it as BMW's flagship sedan updated with the newest EV and infotainment tech and a revised nose. The article is bylined to Jonathan M. Gitlin and had 10 comments at the time of capture. The text supplied here is largely page navigation and boilerplate, so no battery capacity, range, price, or charging figures are available to cite.

CVE-2026-83844 is a remote code execution record for MS Paint, published 3 Nov 2026 and surfaced on Hacker News where the thread drew 286 points and 97 comments. The CVE page text available here is almost entirely site boilerplate: it contains no CVSS score, no affected version range, no attack vector description, and no patch or mitigation guidance. The only substantive signal is the size of the discussion thread, not the advisory itself.

Kagi's Nov 5, 2026 changelog makes Kagi Search usable without an account: anyone can run 50 searches, with 100 more after registration. It also ships a redesigned Android app with rebuilt voice search, home-screen widgets, a default-search setup guide, and image-paste search. The post criticizes Google's plan to turn off AI tools for school accounts in early 2027 while also switching off Google Search, and links Kagi's open letter opposing that.

Salon published a post titled "Goodbye from Salon" dated 2026-11-05, which reads as a farewell/closure notice for the publication, and it drew 311 points and 105 comments on Hacker News. However, the extracted article text is almost entirely site navigation, subscribe prompts, and category links — the body of the announcement (shutdown date, archive handling, staff, or business reasons) is not present in the source text provided.

OpenAI published a customer story on cult.fit, described as an India-based fitness company with 708 centers in 77 cities and nearly one million paid members, standardizing engineering on Codex after previously mixing several coding agents and assistants. The company says non-engineering teams have built 20+ internal applications in recent months, that rebuilding one internal capability on Codex saved $100,000+ annually in software, and that customer support costs fell 50%+. It also describes specialized agents: an SRE agent that pulls from observability platforms and logs, investigates incidents, and often opens a pull request with a proposed fix for engineer review, plus security agents.

Ars Technica reports that software is being used to optimize a physical model of the Webb Telescope in order to reduce noise in coronagraphic imaging, helping block out starlight so exoplanets can be observed. The available excerpt gives no named software, measurements, version numbers, or technical implementation details.

Meta announced on November 5, 2026 that Muse Voice — the feature letting users call and video chat with its consumer AI agent, Muse — is now available to everyone in the U.S., after being introduced at Meta's Connect developer conference in September. The experience runs on two new models, Muse Realtime Avatar and Muse Realtime Voice, and renders a customizable animated avatar (nicknamed Jolly) that uses what Meta describes as subtle expressions and gestures matched to the conversation's tone. Meta also says a Tamagotchi-like wearable for Muse is planned before year-end, with the avatar appearing on its small screen; real-time conversations are supported on mobile, web, and Mac, with the article cut off mid-sentence on further platform support.

Ars Technica reports that Kalshi has suffered multiple court losses as judges declined to block state gambling laws. The article’s subtitle quotes a state AG arguing Kalshi cannot avoid gambling law by claiming it does not offer gambling. The excerpt does not name the states, judges, or specific rulings.

NVIDIA published four new open-weight checkpoints on Hugging Face as part of its Cosmos 3 world-model family: Cosmos3-Nano-Transfer-Auto (multi-view driving data with varied weather/lighting/time-of-day), Cosmos3-Nano-Sim-Auto (synchronized camera + LiDAR streams), Cosmos3-Nano-Sim-Transfer (turns simulator controls plus a text prompt into photorealistic video), and Cosmos3-Nano-Sim-Bimanual (predicts video from robot or camera actions). All four are post-trained from Cosmos 3 Nano, carry 16B trainable parameters, and ship under the OpenMDW1.1 license, which permits commercial and non-commercial use. The post itself concedes the hard part is still open: measuring where these models faithfully support policy learning and evaluation.

At the WSJ Tech conference, Meta President Dina Powell McCormick said Democratic midterm wins will make it harder for companies to build data centers, arguing the backlash is tied to broader negative sentiment about AI. She said Meta has data centers in 23 states and conceded the industry has "not done as good a job as we needed to explain the benefits" of those investments.

A developer writing on naut.ca describes installing macOS 26 on a spare ThinkPad T490, then using Xcode 26's built-in Claude Code and OpenAI Codex integrations to ship a working iOS app in a day "without touching a single line of code." The post argues AI-assisted reverse engineering has revived the Hackintosh scene, listing recent claims: macOS 27 ("Golden Gate", which dropped x86 support) running on a Snapdragon laptop, macOS 27.2 Beta on an RK3588 ARM SBC with Mali drivers, iOS 17 on a Nintendo Switch OLED, and 50-series Nvidia GPU support via a project called nullmoth. It drew 309 points and 175 comments on Hacker News.

OpenAI announced ChatGPT Cyber, a cybersecurity-focused model available to the highest tier of its Daybreak Red program. The article leads with Charge Robotics CTO and cofounder Max Justicz, who used GPT 5.6 Sol through Daybreak Blue to find a severe Ubuntu/Debian vulnerability in about two hours; Debian patched it and there is no known exploitation. Justicz said there is 'huge alpha' in aiming powerful models at unaudited code.