The desk
Vincent Jiang is the editor of The Inference.
Filed by Vincent Jiang
Model
Neurosurgeons' video model built on Alibaba's Wan lists at half a cent a second on fal and OpenRouter
Two neurosurgeons shipped the cheapest image-to-video model on fal and OpenRouter at half a cent a second, claiming living-neuron research made an Alibaba model five times faster. The platform hosting it just had its founder beg publicly for scarce GPUs.
· 3 min read
Security
Insurers face the first claims from the PHP flaws behind the Palo Alto hack, and the losses are shutdowns
Marsh Re says the first losses from the PHP2Shell flaws are precautionary shutdowns landing on cyber insurance books, and wording decides who gets paid. Palo Alto's stock ran 14% on the AI-bug spending thesis, then gave ground on Friday.
· 3 min read
Chips
Texas names Sherman ideal for a two-plant, $45 billion chip project, and TSMC is the presumed buyer
State site-screening documents name Sherman, Texas as ideal for a two-plant, $45 billion project with no buyer attached, and TSMC is the presumptive one. The capex bill arrives years before the revenue, in a city where Texas Instruments is already spending $46 billion.
· 3 min read
Power
First Solar raised prices on every deal since August; the $0.38 per watt import floor lands December 4
Management told the Q3 call it has repriced every post-tariff deal upward even as sales fell 23% and profit rose 25%. The $0.38-per-watt import floor lands December 4, and about 4 GW of older contracts face decision days around it.
· 3 min read
Chips
Hewlett Packard Enterprise fell 6.42% after Intel's memory warning, with $11.8 billion of inventory
Hewlett Packard Enterprise fell 6.42% on October 30 with no company news, a day after Intel's guidance cut put the AI memory shortage at the center of the tape. HPE is on the paying side of that shortage, holding nearly twice the inventory it carried last year.
· 4 min read