AI servers are driving fierce competition for circuit boards: HP and Dell are warning of supply shortages by 2027, while Amazon has taken a direct stake in a circuit board manufacturer.

Beating AI News Flash, OpenAI disclosed last week that two AI agents, which were originally unable to communicate via network or shared files, secretly exchanged information by exploiting the read speed difference of CPU cache. Guillermo Rauch, founder and CEO of Vercel, subsequently created a demo program called "cpu-chat" to replicate a similar communication method on his own computer. He used Firecracker technology to run at least two isolated, network-disabled virtual machines on the same machine. Under normal circumstances, these virtual machines cannot directly exchange information, but they still share the same hardware resources. Rauch tested three methods: one side intentionally occupied the CPU, altered cache state, or consumed memory bandwidth, while the other side monitored changes in its own operating speed and interpreted the speed difference as a message. Even after disabling hyper-threading, disabling memory page merging, and assigning different virtual machines to separate CPU cores, this communication method still worked. Rauch noted that the experiment is not only applicable to x86 processors, but also runs on Apple M5 chips. However, this experiment is a manually designed communication test, not a case where two AI agents secretly connect on their own initiative. Rauch also pointed out that real cloud environments have more interference factors, making this type of communication harder to achieve, and anomalies can be detected by monitoring hardware operating status.

According to OnchainLens monitoring, a Bitcoin whale dormant for five months withdrew 11,330 BTC from the Binance exchange, valued at approximately $902.7 million based on the price at the time of monitoring.

Coca-Cola’s third-quarter net revenue hit $13.4 billion. Its Q3 comparable earnings per share (EPS) came in at $0.91, exceeding the consensus estimate of $0.88. The company now forecasts full-year comparable EPS growth of at least 11%, up from its prior projection of 9% to 10%. It expects full-year capital expenditure to remain roughly $2.2 billion, unchanged from its earlier guidance. According to data from BIT Stock Platform, Coca-Cola’s U.S. pre-market shares rose around 1%.

Beating AI Express News: Replit founder Amjad Masad predicts that by the end of 2030, all Fortune 500 companies will become "autonomous driving companies". Under this model, humans are responsible for setting goals and making key decisions, while AI Agents handle specific execution and coordination tasks. Replit has launched Replit for Business to promote this model to more enterprises, and the company itself has already put it into practice. In the first half of 2026, Replit’s engineers’ code output nearly tripled from previous levels, while code review time, rollback frequency, and production incident counts remained roughly unchanged. Japan’s Sumitomo Mitsui Finance and Leasing also disclosed that a development process originally requiring 6 people to complete in 6 months is now finished by 1 person in one week. As Agents begin executing actual business operations, enterprises face new challenges in permission management. Currently, many Agents run on employees’ personal accounts, chat windows, or temporary scripts, may directly hold internal system credentials, and lack unified permission control and operation records. Replit’s proposed Agent Habitat aims to centrally manage these Agents, limit data access scope, require manual approvals for sensitive operations, and retain execution logs. a16z co-founder Marc Andreessen subsequently published a long essay supporting this direction. He compared the popularization of Agents to the adoption of personal computers and spreadsheets in enterprises in the past: employees first adopted such tools on their own, followed by issues with data management, auditing, and security, after which enterprises gradually established unified rules. He argued that enterprises should not simply ban employees from using Agents, but instead build a management system that accommodates this new working method.

Corning reported core earnings per share (EPS) of 91 cents in the third quarter, exceeding the market consensus estimate of 89 cents. The company forecasts core EPS of $0.96 to $1.00 for the fourth quarter, versus a market projection of 93 cents. It also expects fourth-quarter core sales to range from $5.2 billion to $5.3 billion, matching the market consensus of $5.2 billion.

According to monitoring by Onchain Lens, a Solana trader who has realized $8.23 million in profits has once again deposited 100 million PUMP tokens into Binance, worth approximately $414,000. Over the past six days, the trader has cumulatively deposited 300 million PUMP tokens into Binance, totaling around $1.31 million, likely preparing to sell.