AI highlights for November 7: a new unicorn emerges in video generation, the memory supply chain shows both expansion and shutdown, and agent identity plus compliance infrastructure gets filled in. Here are 10 items.
Sand.ai closes 200-million-dollar Series A+: co-led by Corner Stone Capital and Wangsu Science & Technology with Shanghai state capital joining; three rounds in 10 months totaling about 300 million dollars make it a new unicorn. (The Paper)
TSMC weighs advanced memory manufacturing: The Information reports TSMC has begun planning 3D DRAM production at Nvidia's request, entering territory dominated by Samsung, SK Hynix and Micron. (The Information)
Micron halts Taiwan fab construction: with a labor dispute unresolved, Micron has largely stopped work on the potentially 4.5-billion-dollar Taoyuan plant, compounding memory scarcity. (Sina Finance)
Cognition in new funding talks: valuation could reach at least 40 billion dollars, up more than 50% from three months ago, raising over 1 billion with annualized revenue near 1 billion. (Cailian Press)
ECB to review bank data-center loans: regulators begin examining bank exposure behind data center construction as AI credit risk builds. (Cailian Press)
Ant Digital launches KYA agent identity standard: issuing trusted digital badges to millions of agents; Gartner sees Fortune 500 firms managing 150,000+ AI agents each by 2028. (Sina Tech)
CXMT's Q3 global DRAM share slips to 9%: China's memory champion sees share wobble amid the price upcycle. (cnBeta)
Annuoqi plans 580-million-yuan intelligent computing center: the listed company will set up a wholly owned subsidiary for the project, expanding corporate self-built compute. (Eastmoney)
New HBM smuggling trick: smugglers solder HBM chips onto low-end CPUs for legal export as complete units, with per-card profits exceeding 160,000 yuan. (ifeng)
Anthropic IPO may slip: AI-bubble concerns threaten the potential largest IPO ever, pushing back the timetable. (Jin10 Data)
The common thread this week: certainty of compute supply — expansion, shutdown, smuggling and financial review are all pricing just how scarce memory and compute really are.