AI NewsWaveNov. 3 AI Briefing: Anthropic Results and AI Investment Worries, Government Network and Robot AI Spread
Key points
- Anthropic results disclosed, AI investment burden in focus
- LLM added to government network and humanoid data facility opens
- Robot AI and AI agents expand into corporate settings
Anthropic disclosed its third-quarter results and spending commitments ahead of its IPO. AI Times reported that third-quarter revenue was $17 billion (about 23 trillion won) and that the company swung to an operating loss. Spending commitments for compute and infrastructure were reported at around $895 billion, and Digital Daily noted that compute and infrastructure costs as a share of revenue rose from 48% to 58%. Citing the Wall Street Journal, Chosun Biz reported that major institutional investors said the company's valuation should be lowered.
Worries about the profitability of AI investment also showed up in stock markets. IT Chosun reported that the Nasdaq fell 1.07% on the New York market on the 2nd (local time) and that the funding burden from big tech companies' AI infrastructure investment and borrowing came into focus. According to EBN, the KOSPI fell 210.29 points (3.59%) to 5,648.79 on the 3rd, with large semiconductor stocks such as Samsung Electronics and SK hynix weakening together. EBN wrote in its headline that foreign investors sold 1.5 trillion won.
Upstage said on Nov. 3 that it has loaded its in-house LLM "Solar Pro 4" onto the government-wide AI common platform and started formal service. Techworld News and Digital Daily reported that central ministries and local governments can now use a homegrown LLM inside the administrative network without building separate GPU infrastructure.
The Ministry of Science and ICT held an opening ceremony for the "AI Humanoid Data Factory" with the Korea Institute of Machinery and Materials and ETRI. According to Chosun Biz, it collects data on various tasks, such as picking up and moving objects, using 12 robots, and will open to outside users at the end of next year.
NC AI said on Nov. 3 that it has developed "VAETKI Vision 3B," an ultra-light vision-language model that can be installed directly in robots and industrial equipment. AI Times and AI Newspaper (인공지능신문) reported that it has about 3 billion parameters, and AI Times wrote in its headline that it outperformed 8B-class models.
Bespin Global said on Nov. 3 that it has launched "HelpNow Computer," an action-taking AI agent that carries out work by directly operating browsers, applications and terminals. Datanet reported that Weaverbrain unveiled "AgentMAX," an AI agent platform focused on drawing out human action, and is moving to expand its business-to-business solutions business.
SK Telecom said on Nov. 3 that it held the finals of "AX Spark," an in-house contest for AI agents developed by its members, and awarded the top entries. AI Times reported that 173 entries were submitted over three months from August, and Digital Today wrote that about 5,000 AI agents have been developed in-house this year.
Naver said on Nov. 3 that its search-based agentic AI service "AI Tab" has received the ISO/IEC 42001:2023 certification, the international standard for AI management systems. Chosun Biz reported that Naver plans to extend its safety management system to other agentic AI services on that basis.
U.S. power semiconductor company onsemi announced on Nov. 3 that third-quarter revenue was $1.7223 billion (about 2.31 trillion won), Digital Daily reported. Chosun Biz reported that AI data center-related revenue rose 175% and operating profit rose 43%.