AI Daily News — 2026-11-07 (Sat) Daily News

AI industry analysis report (last 12 hours)

*This report is based on headlines only. The main text is unconfirmed, and some of the figures and causal relationships are inferences from the headlines.

Overview

AI stocks plummeted after the US mid-term elections, with Nvidia down about 9% (about $450 billion in market capitalization), its worst day since the DeepSeek shock. In response to this, reports of downward revisions to the estimated valuation of Anthropic IPO and political backlash over data center investment surfaced at the same time. On the other hand, employment reductions due to AI are taking shape in banks, supply chains, etc., and concerns about an AI bubble and actual harm caused by AI are progressing in parallel.

Anthropic / Claude trends

The focus is on IPO-related reporting. It has been reported that the buyer's expected valuation has dropped from $1.5 trillion to $1.2 trillion, and there are speculations that the valuation will be lowered due to the market plunge. For Kalshi, the probability of an IPO announcement has declined following the election and the AI stock selloff. In the UK, it is reported that they are preparing to offer it to retail customers (FT). ZDNET introduced an attempt to replace Claude Code with a free local AI configuration. Demonstrates growing interest in substitutability. The context of the numbers ``appraisal value 1.2 trillion/1.5 trillion/$2.5 trillion'' differs depending on the media. Consistency cannot be determined based on headings alone.

OpenAI trends

The company's CFO announced on CNBC that the company will continue investing in data centers regardless of the election outcome. In response to data center opponents, the company came up with the name "compute campuses" and the idea of returning profits to the local community (Fortune). A "war room" has also been set up to monitor the midterm elections. A former employee is expected to enter a plea bargain in the case of a secret recording device. The company's ``The future of the firm'' was also published, but its contents are unclear from the headline.

Google AI trends

Gemini Omni 1.2 Flash can generate 15-second videos, the price is about 30% lower, and the free tier is said to be limited to 3 videos per month. Price competition for video generation is progressing. BigQuery AI Functions can now be used with Pandas, advancing the integration of data infrastructure and AI. Meanwhile, a lawsuit was reported involving a 13-year-old child over Gemini on a school Chromebook. The focus will be on the liability of AI for minors.

Trends of other AI companies

- DeepSeek / Chinese: DeepSeek's low-cost V4.1 Flash was hailed as an antidote to the "AI spending panic." Approximately 90% of U.S. companies' spending on open source models goes to Chinese companies, with Kimi accounting for 61%. China has an advantage in the open model. - Meta/Llama: A "Bleeding Llama" vulnerability was reported that could leak local LLM memory with a malicious GGUF file. This is a security issue for local inference. - Microsoft: Extended undisclosed usage restrictions for Copilot Chat for businesses. Copilot answers for Windows 11 searches will be opt-in. This was done in consideration of the opposition to Copilot's imposition. We have also applied for a patent for speech rewriting AI that matches lip sync. - xAI / Grok: India's Coforge joins SpaceX's "Super Intelligence Partner Network" and promotes enterprise adoption of Grok. There have also been cases where Grok uses an AI phone to contact dentists to inquire about insurance coverage. - Tesla: Reduce Cybertruck production and focus on robotics and AI.

Remarks and trends of AI celebrities

- Sam Altman (OpenAI CEO): Announced major plans to transform the energy industry in the UAE. At the same time, there was also a warning about a future in which control cannot be regained from AI. - Elon Musk (xAI founder/Tesla CEO): Said that AI could surpass the intelligence of all humans by 2032. They lost about $80 billion in assets on the day of the crash. After the election, some commentators say that Texas is no longer an ``AI oasis.'' This also coincided with the downsizing of Cybertruck. - Jensen Huang (NVIDIA CEO): Vera Rubin explained that 1GW generates $40 billion in revenue (Grace Blackwell says $25 billion). A request for a parliamentary briefing on November 18 was also reported. - Dario Amodei (Anthropic CEO): An editorial (City Journal) has been published questioning succession and management structure. Scientists are warning that hopes for a ``cancer cure'' in the biomedical field are overstated. - Sundar Pichai (Google CEO): Named in the context of falling stock prices of major companies that signed AI agreements with the Trump administration. The impact of the sharp decline in AI stocks on the Anthropic IPO is also discussed. - Mark Zuckerberg (Meta CEO): Administration cancels meetings of major tech advisory panels. The assets of the nine business leaders have fallen by about $150 billion. - Demis Hassabis (Google DeepMind CEO): A DeepMind employee objected to a lifetime ban on criticizing Google. It was also reported that Isomorphic Labs will raise £3.75 billion. - Yann LeCun (Meta Chief AI Scientist): The only relevant headline is the article about Jeff Dean and others supporting four $10 million AI labs. The person's movements cannot be confirmed. - Geoffrey Hinton (Nobel laureate): AI is spiraling out of control, warns that no kill switch can save it, and that humanity may regret it. The pizza article appears to be an unrelated erroneous tag. - Daniela Amodei, Satya Nadella, Mustafa Suleyman, Lisa Su, Ilya Sutskever, Liang Wenfeng, Yoshua Bengio, Fei-Fei Li, Andrew Ng, Stuart Russell, Marc Andreessen, Reid Hoffman, Peter Thiel: No notable moves.

Breakthroughs and innovations in AI technology

There are no major technological breakthroughs in sight. Trends are focused on practical application and cost competition. The reduction in video generation costs (Gemini Omni 1.2 Flash), low-priced models (DeepSeek V4.1 Flash), and agent-based phone calls (Grok) stand out. In medicine and drug discovery, Network Bio announced joint research on disease AI models. Scientists are wary of hype about ``cancer cures.'' While the practical use of local LLM is progressing, vulnerabilities that exploit GGUF have also been revealed.

AI Regulation/Policy/Social Impact

Regulators have said companies should be held accountable for errors made by their AI agents (Computerworld). The Bank of England has analyzed that AI is working to suppress hiring, rather than layoffs, in British companies. Meanwhile, job cuts at Barclays and NatWest were reported to be the first clear impact in banking. Restructuring is widespread at companies such as ServiceNow, with 47% of their supply chains cutting staff by 10%. Voluntary retirement among white-collar workers is also on the rise. Data centers have become a point of political contention in both the US and UK. Even in elections, voters are demanding something in return.

Integrated analysis: What is happening now

Market Shift: The AI boom is shifting from "unconditional growth expectations" to "testing profitability and political acceptability." Nvidia's sharp decline, Big Tech executives' assets dwindling, and the Anthropic IPO expected to be revised downwards are all manifestations of the same trend. However, OpenAI has clearly stated that it will continue investing, and its stance on capital investment has not changed.

Power balance: In the open model, Chinese players (Kimi, DeepSeek) dominate corporate spending, while US closed frontier players are under pressure to justify their high valuations. Low-priced models are putting a check on overheated investment. Google launches a price offensive with videos, Microsoft reviews its Copilot push, and xAI expands its introduction network to companies under SpaceX.

Investment/Infrastructure: Nvidia talks about growth based on sales per GW. Power and location have become geopolitical issues, as in the UAE's energy plans and the UK's data center policy. OpenAI's paraphrase to "compute campuses" shows that regional opposition is a real constraint.

Society: The impact on employment appears to be primarily due to hiring restrictions rather than layoffs, but cuts have already taken shape in the financial sector. At the same time, legal and regulatory pressures around liability (corporate agent liability, minors and Gemini, security vulnerabilities) are increasing.

Future points of interest

Anthropic IPO valuation and timing: The presence or absence of an announcement and the price will be determined depending on the market calm. 2. Sustainability of AI stock correction: We will look at whether there is a rebound in Nvidia and the degree of execution of data center investment plans (OpenAI, etc.). 3. Policy Response: Watch Jensen Huang's Congressional Briefing on November 18th and how AI regulation, agent liability, and data center policy will take shape.