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Sunday November 8, 2026

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In this edition

  1. New today
  2. NewAxiom Math's Stacks Project formalizationAxiom Math Formalizes Stacks Project Into 16M-Line Lean Library
  3. Updates
  4. Day 16Nvidia Rubin memory cuts and HBM shortageTSMC Denies Nvidia-Pushed 3D DRAM Plans, Stays Logic Foundry
  5. Day 4Moonshot AI's Kimi K3.1 Pro open weightsCerebras Runs Kimi K3.1 at 2,000+ Tokens/Sec on Wafer-Scale Hardware

New today

01
New

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.
  • Stacks Project maintainer Johan de Jong asked on October 21, 2026 that contributors not submit AI-generated content to the upstream project, leaving the formalization facing an explicit barrier to upstream integration.
The gist

The release is a large-scale test of whether AI-coordinated code generation can produce verified, high-quality output at the scale of a major mathematical reference. The maintainer's request not to submit AI-generated content to the upstream project introduces a tension between the library's existence and its integration into the original work.

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Updates

02
Day 16

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; it said DRAM entry could not ease shortages for at least five years.
  • Nvidia is reportedly asking Samsung, SK Hynix, and Micron to build its NVHBM base dies on TSMC's 3nm process instead, giving TSMC memory revenue without direct DRAM exposure.
  • Chinese AI firms ordered about 6 million RTX Pro 5500 GPUs totaling $70 billion; Nvidia told partners it can produce at most 3 million cards in 2027.
The gist

The HBM shortage is directly shaping the specs of Nvidia's most advanced chips and constraining supply to buyers at every scale, from Apple's gross margin to Chinese cloud firms receiving a fraction of their GPU orders. TSMC's denial of the 3D DRAM report removes a near-term relief valve, and Micron's construction freeze signals the shortage may extend well past 2027.

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03
Day 4

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.
The gist

The public weight release makes a large mixture-of-experts model available for self-hosted and commercial use under terms that target API resellers. The Cerebras demonstration shows the model can run at high inference speeds on specialized hardware.

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← November 7, 2026

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