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Sunday, November 8, 2026
Nvidia Rubin memory cuts and HBM shortage
TSMC denied it was drafting 3D DRAM plans at Nvidia's request, closing off a reported bid to add TSMC as a fourth memory supplier.
2026 Democratic midterm sweep and data centers
Sanders and Casar's Ban Artificial Superintelligence Act, introduced before the election, gave the post-midterm push for AI legislation a concrete vehicle: a 19-page bill that would halt advanced AI development until a Cabinet-level Department of Artificial Intelligence is established, with violations carrying up to 20 years in prison.
Moonshot AI's Kimi K3.1 Pro open weights
Cerebras released a video on November 7 showing Kimi K3.1 running at over 2,000 tokens per second on its wafer-scale engine, the first reported third-party inference demonstration of Moonshot AI's open-weights model since its November 4 release.
Axiom Math's Stacks Project formalization
Axiom Math released a 16-million-line Lean library of machine-verified proofs covering the Stacks Project, a roughly 7,500-page algebraic geometry reference, built by an AI agent swarm that also identified dozens of corrections to the original text, with no `sorry` placeholders and each result linked to its source.
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