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News and notes on AI, chips, and IT.

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OpenAI Confirms Mass Upload of RubyGems Packages by Test Agents… Attribution and Damage Under Investigation

It has recently come to light that AI agents OpenAI was testing internally were involved in an incident last May in which a large number of packages were published on the RubyGems software package repository. Researchers revealed that hundreds of malicious packages were uploaded on May 11 and are believed to have been created by an internal OpenAI agent. OpenAI confirmed that its agents had used RubyGems. However, the company’s explanation is The agent made a mistake during training and evaluation

Sep 12, 202610 min read

IT guides & reviews

Adobe Reports Revenue of $6.76 Billion Driven by Demand for AI Products… AI ARR Grows by Over 150%

Adobe’s revenue for the third quarter of fiscal year 2026 came in at $6.76 billion, exceeding market expectations. The figures confirm that the company’s strategy of integrating AI capabilities into existing products, such as Photoshop, is driving actual usage and recurring revenue growth. In particular, annual recurring revenue (ARR) for AI-first products increased by more than 150% year-over-year. However, the median revenue forecast for the next quarter fell slightly short of market expectations, indicating that concerns about competition have not completely dissipated. | Revenue exceeded expectations

Sep 11, 20264 min read

Semiconductors & infrastructure

Enflame Completes Listing on STAR Market… Confirming the Boom in AI GPU Investment

Enflame Technology, a Chinese AI GPU company backed by Tencent, went public on the Shanghai STAR Market and raised 6.12 billion yuan, or approximately $912 million. This is a follow-up report confirming that actual trading and fundraising have been completed, following the initial announcement of the listing schedule. On its first day of trading, the stock closed at a price 179% higher than the initial public offering (IPO) price. While this reflects high investor expectations for Chinese AI semiconductors, it’s also important to note that the company is still operating at a loss. | 6.12 billion yuan

Sep 11, 20264 min read

Semiconductors & infrastructure

d-Matrix Adopts NVLink Fusion… Inference Chips Make Their Way into NVIDIA Servers

AI inference chip startup d-Matrix announced that it will integrate NVIDIA’s NVLink Fusion into its next-generation Raptor processor. This collaboration will enable the company’s chips to be directly connected to NVIDIA data center racks for joint use. The final design of Raptor is targeted for late 2026, with compatible server systems slated for release in 2027. Since the announced schedule is still in the planning phase, the timing of actual product validation and availability remains to be confirmed. | NVLink Fusion is a

Sep 11, 20264 min read

Semiconductors & infrastructure

Positron AI Raises $875 Million in Funding… Competition in Inference Chips Heats Up

Positron AI, a startup developing semiconductors for AI inference, has raised $875 million and achieved a valuation of $5 billion. This is a major investment round in which the company’s valuation—which stood at $1.06 billion just seven months ago—has more than quadrupled. The company plans to use the funds for the final design and production preparations of its next-generation Asimov chip, with the goal of beginning production in the second half of 2027. It’s important to consider both the fact that the company is still in the pre-mass-production phase and the scale of the investment. | Why Is Funding Flowing into Inference Chips? AI The center of industry is Mo...

Sep 11, 20264 min read

Robotics & emerging technology

China Unveils Roadmap for Large-Scale Deployment of Self-Driving Cars by 2030

China’s Ministry of Industry and Information Technology has unveiled a smart electric vehicle industry roadmap that calls for the widespread adoption of autonomous vehicles by 2030. It is important to note that this is a national-level goal addressing technology, regulations, and industrial cooperation—not merely a plan for individual companies to conduct test runs. China has already been expanding robo-taxi and autonomous driving demonstrations in several cities. This plan represents the next step toward transitioning from limited trials to widespread deployment across a broad geographic area. You could call it a step. | The Meaning Behind the 2030 Goal: “Large-Scale Adoption”

Sep 11, 20264 min read