Thursday, November 12, 2026

18 news stories · YouTube digest in a later edition

AI news

18 stories from written sources (1352 articles from 240 of 424 feeds, published between Nov 11 14:57 UTC and Nov 13 00:00 UTC, none shown in an earlier edition). Brief summaries with linked sources; the videos follow.

Top story

SpaceX plans more than $74 billion for AI data centers in Texas and Arizona

SpaceX said Nov. 12 it will put more than $24 billion into the Rio Grande Valley near Starbase and about $50 billion into Cochise County, Arizona. The company said the Texas site would generate its own power and pay $220 million toward Brownsville's water supply, and that the Arizona site would use dry cooling.

Sources: Investor's Business Daily · The Hill Technology · The New York Times · Reuters

Labs and models

Google launches Gemini Decisions API, which scores up to 1,000 closed-ended questions per call

Google said Nov. 11 that its Gemini Decision 1 model returns probabilities and confidence values rather than generated text, across text, images, audio, video and PDFs. According to Google, responses take 150 to 250 milliseconds at roughly one-fifth the cost of Gemini 3.5 Flash-Lite, per The Decoder.

Sources: The Verge AI · The New Stack · The Decoder · Google AI

Meta's Muse agent can now place phone calls to U.S. businesses for paid subscribers

Meta said Nov. 12 that Muse, which it says has more than 10 million users, can call businesses on a user's behalf, TechCrunch reported. Separately, 404 Media reported that an adult performer testing Muse found it carried on sexually explicit roleplay as her.

Sources: 404 Media · TechCrunch AI

Google and Samsung open preorders for Gemini smartglasses starting at $395

Preorders began Nov. 12 for glasses designed with Warby Parker and Gentle Monster, Ars Technica reported. Warby Parker frames start at $395 in the U.S. and Gentle Monster styles at $449 in the U.S. and South Korea. Each weighs about 41 grams, and Google is stressing privacy features such as face blurring.

Sources: AI Times Korea · Ars Technica AI

Policy and courts

Sen. Hawley backs a nationwide moratorium on AI data center construction

The Missouri Republican joined progressive Democrats on Nov. 11 in calling for a pause until Congress guarantees taxpayers will not face higher utility bills, Politico reported. Decrypt noted the call comes as Congress works to expand data center buildout.

Sources: Decrypt · Politico Technology

UK Court of Appeal presses Getty on its theory that an AI model can be an 'infringing copy'

According to MLex, judges asked pointed questions Nov. 12 about Getty Images' argument that a model can infringe without reproducing the photographs it was trained on. A Getty win could let rights holders challenge UK distribution of models trained abroad.

Sources: MLex AI

Anthropic and OpenAI are sued over alleged infringement of neural network patents

Reuters and Bloomberg Law reported the suit Nov. 12. FourWeekMBA described it as covering five patents on attention techniques. The excerpts give no court, plaintiff or damages figure.

Sources: FourWeekMBA · Bloomberg Law News · Reuters

Business and chips

Cerebras beats third-quarter estimates, raises its outlook and announces a Microsoft deal

Cerebras reported core adjusted revenue of $230.9 million, up 70% from a year earlier, against a Street target of $214.7 million, SiliconANGLE reported. Shares rose about 17% in after-hours trading Nov. 12, CNBC and Reuters said, after the company announced a partnership to put its chips in Microsoft's Azure data centers.

Sources: Bloomberg.com · The Tech Buzz · SiliconANGLE · Reuters · CNBC

Nebius plans $40 billion to $45 billion in 2027 data center spending as shares fall about 17%

The cloud operator reported third-quarter revenue of $981 million, up 571%, but its full-year forecast fell short of consensus, SiliconANGLE said. TechCrunch reported the company will fund the buildout through customer prepayments and loans, while a Microsoft site in New Jersey is months behind schedule.

Sources: The Tech Buzz · SiliconANGLE · Tech.eu · TechCrunch AI

Cisco raises its annual revenue forecast as AI networking demand lifts first-quarter sales 24%

CRN reported that networking revenue rose 43% and Cisco projects $9 billion in AI infrastructure revenue for fiscal 2027. CEO Chuck Robbins called demand a multi-billion-dollar networking super cycle on the Nov. 12 earnings call.

Sources: Investor's Business Daily · Bloomberg.com · Reuters · CRN

Research

Researchers use Anthropic's Fable 5.2 to prove the Aaronson-Ambainis conjecture on quantum advantage

According to New Scientist, David Turturean of the start-up Physical Superintelligence and colleagues used the model to prove the 2011 conjecture, which rules out a class of unstructured problems where quantum computers could win. Co-author Andris Ambainis said he had given up on solving it himself.

Sources: New Scientist Technology

Epoch AI satellite analysis puts Huawei's Horinger data center at roughly 7% of SpaceX's Colossus 2

Epoch AI said Nov. 12 that Huawei's flagship AI site in Inner Mongolia has less than one-tenth the computing capacity of Colossus 2 in Tennessee. It projects the gap will persist until at least 2028, citing US export controls on chips.

Sources: Epoch AI Gradient Updates

Tools and open source

United Airlines bars third-party AI agents from logging into accounts and booking flights

United said Nov. 11 that sharing credentials with outside assistants can expose personal data and cause unintended purchases or use of MileagePlus miles. The Record noted Bank of America issued a similar warning last week.

Sources: TechCrunch AI · The Record · New York Times Technology

Microsoft 365 outage on Nov. 12 also breaks the connectors OpenAI and Anthropic use to reach Microsoft accounts

Reuters reported, via Security Affairs, that Downdetector logged more than 97,000 Outlook incident reports at 2:07 p.m. ET. Outlook, Teams and Copilot were disrupted for thousands of US users, and Microsoft said it was working on a fix.

Sources: CRN · BleepingComputer · Security Affairs · Reuters

AWS launches Nitro Sandboxes and a new AgentCore runtime for isolated agent workloads

Amazon said Nov. 12 that Nitro Sandboxes are lightweight virtual machines with hardware-level isolation and near-native EC2 speed for running untrusted AI-generated code. AWS said the new AgentCore runtime adds hardware-isolated sessions, faster starts and usage-based billing.

Sources: ITmedia AI+ · AWS Machine Learning Blog

Safety and security

Arctic Wolf says attackers used the AntiFox AI pentest platform to steal AWS credentials

Arctic Wolf found AntiFox, an open-source, Chinese-language agentic framework, tied to intrusions through exposed IIS applications or valid AWS credentials. GitGuardian said AntiFox is a fork of ARTEX, which Unit 42 reported attackers using in intrusions against cloud environments.

Sources: Unit 42 (Palo Alto) · GitGuardian · Security Affairs

OpenAI safety team ties declining chain-of-thought monitorability to training choices, The Decoder reports

According to The Decoder, the analysis from OpenAI's safety team identifies which training steps make frontier models harder to monitor, and says the loss is tied to performance and cost decisions. It cites GPT-6 Astra as an example.

Sources: The Decoder

Symantec says an attacker used AI-generated commands to break through a US retailer

After hand-typed commands were blocked in September, the attacker switched to what appeared to be AI output and reached lateral movement within minutes, Dark Reading reported. Symantec said the pattern fits an operator relaying output to an AI tool, not an autonomous agent.

Sources: Dark Reading

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What AI YouTube said

Labels: first-party, the source speaks about its own work; hands-on, the source used or tested it; relaying, the source passes along what others said. They are not accuracy ratings.

YouTube digest

Not built on this day. The transcripts of the uploads listed below, where available, were read for the Nov. 13 edition, where their stories appear as late finds.

Sources reviewed (160 videos)

160 videos uploaded in the 24 hours to 03:13 UTC on Nov 12, grouped by channel. Their transcripts, where available, were read for the Nov. 13 edition.