AI Daily Insights No. 100 · November 12, 2026

AI Tracker

Follow AI products, research, funding, acquisitions, earnings and major executive changes through sourced briefs and linked editorial coverage.

Source publication time · Beijing time

Checked every 6 hours · Last checked (Beijing) · 10 new in this 6-hour window

All updates

200 updates in the archive

IT之家 reports Anthropic adds Pokémon-related copyright limits to Claude

IT之家, citing Japan’s Automaton and user feedback, says Anthropic has added restrictions in Claude that block help with Pokémon-related game assets. Users trying to build fan games found Claude would refuse to generate sprites or other materials, even when the source files were already stored on their own computers. X user chasm also said code analysis suggests the limits cover music, stages and levels, character appearance, names, and characters themselves.

AI-generated Reported IT之家 ↗ #Anthropic#Claude

ITHome: SMIC posts 22.4% revenue growth in the first nine months of 2026, net profit jumps 91.6%

ITHome reported that SMIC released its first-nine-month and third-quarter 2026 results. Revenue for January to September reached 60.618 billion yuan, up 22.4%, while net profit attributable to shareholders rose 91.6% to 7.314 billion yuan. In the third quarter, revenue grew 28.1% to 21.983 billion yuan and net profit increased 87.6% to 2.847 billion yuan. The company said higher wafer shipments, better capacity utilization and a richer product mix drove the improvement.

AI-generated Reported IT之家 ↗ #中芯国际

IT之家: Huawei Cloud plans November 16 livestream for CloudRobo embodied world model

IT之家 reported on November 12 that Huawei Cloud said it will livestream a CloudRobo embodied world model launch event on November 16 from 14:00 to 15:30. A poster shows that it plans to unveil CloudRobo-WM1.2, described as the first Ascend-native world model for its “Industry AI Dream Factory” platform. Huawei Cloud says the platform is designed to lower the bar for AI adoption across industries, and it previously launched the CloudRobo embodied intelligence platform in June 2025.

AI-generated Planned IT之家 ↗ #华为云#CloudRobo#CloudRobo-WM1.2

Bloomberg, via IT Home, says DAMAC founder has made billions on OpenAI, SpaceX and Anthropic

IT Home, citing Bloomberg, reported that DAMAC founder Hussain Sajwani said investments in OpenAI, SpaceX and Anthropic have generated billions of dollars for him. Speaking at the Bloomberg Dubai investment forum, he said AI will continue to create revenue, though he warned that valuations could still correct. The report also said Anthropic’s IPO has drawn several times oversubscription, underscoring strong market enthusiasm for what could become one of the largest listings on record.

AI-generated Reported IT之家 ↗ #OpenAI#Anthropic#SpaceX

Economic Daily: Foxconn Chairman Young Liu says AI demand will still exceed supply in 2027, cloud products to top 60% of revenue

According to Taiwan’s Economic Daily, Foxconn Chairman Young Liu said on Nov. 12 that overall AI demand is still expected to outstrip supply in 2027, keeping the market tight. He said Foxconn’s AI-related cloud product revenue will rise to more than 60% of sales over the next three to five years. Liu added that chips, memory and some key components remain constrained, while higher prices may weigh on PC replacement demand.

AI-generated Reported IT之家 ↗ #鸿海#刘扬伟

IT之家: Omdia forecasts global AI software revenue will top $200 billion in 2026

According to IT之家 on Nov. 12, Omdia’s latest Artificial Intelligence Software Market Forecast says global AI software revenue is expected to exceed $200 billion in 2026, doubling from 2024. Omdia chief market forecaster Neil Dunay said generative AI assistants are gaining agentic capabilities, and automated workflows are increasingly replacing prompt-based user input. The firm also projects a 30% compound annual growth rate for the AI software market from 2025 to 2031, with agentic AI growing at 104%.

AI-generated Reported IT之家 ↗ #Omdia

IT之家 Reports Changxin Advances DDR5 RDIMM and MRDIMM for AI and Server Demand

According to IT之家, Changxin Technology has advanced its DDR5 RDIMM and MRDIMM lines, with DDR5 dies now iterating from 24Gb to 32Gb. RDIMM modules cover 32GB to 128GB at 5600Mbps to 8000Mbps, while MRDIMM reaches 128GB and 192GB with speeds up to 12800Mbps. Vice president Luo Xiaodong said server demand now accounts for more than 50% of the market, and AI-driven demand should keep fourth-quarter server orders strong as DRAM shortages persist.

AI-generated Reported IT之家 ↗IT之家 ↗ #CXMT#DDR5 RDIMM#MRDIMM

IT之家: JD says 11.11 AI product sales topped 50 million units and JoyInside passed 70 million interactions

According to IT之家, JD said that by 23:59 on Nov. 11, its 2026 11.11 event had sold more than 50 million AI products and generated over 300 million service orders. JoyInside had completed more than 70 million interactions, while JoyAI App daily active users peaked at over five times normal levels. JD also said AI doctor “Dawei” consultation orders rose more than fivefold year over year, and AI trend products such as AIPC and AI glasses saw sales value jump more than 100%.

AI-generated Reported IT之家 ↗ #JD.com#JoyInside#JoyAI App

According to Xinhua, China Mobile validates 1.6 Tb/s single-wavelength transmission over 960 km

According to Xinhua, China Mobile and partners completed real-time single-wavelength 1.6 Tb/s transmission over 960 km on standard G.652.D backbone fiber using 230GBaud key technology. The company said the test set a new record for its longest single-wavelength 1.6T transmission and marked the industry’s first long-distance 1.6T validation based on 230GBaud. China Mobile also said the result will provide measured evidence for standard work on 1.6T backbone and DCI scenarios.

AI-generated Reported IT之家 ↗ #中国移动

AWS Machine Learning details enterprise rollout paths for Codex on Amazon Bedrock

AWS Machine Learning published guidance on using Codex with Amazon Bedrock to access supported OpenAI models while keeping AWS identity, IAM, regional, and observability controls in place. It recommends starting with a small least-privilege pilot, then choosing Native AWS Access, AgentCore Gateway, or an LLM Gateway depending on policy needs. The examples come from the open source Guidance for Codex on AWS repository and include quick starts for Native AWS Access, AgentCore Gateway, LiteLLM on ECS, Portkey, ADOT, and the CloudWatch setup used later in the post.

AI-generated Technical overview AWS Machine Learning ↗ #OpenAI#Codex#Amazon Bedrock