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newsletter.semianalysis.comarticle🧠 AI

The Datacenter Backlash Goes Bipartisan: Next Week's Midterms and the 2028 Buildout

SemiAnalysis analysis of how the November 2026 US midterms could affect datacenter buildout. About 75% of the 33.8 GW due in 2027 across the top 20 states is already under construction, but 43.5 GW of 2028 additions sit in 13 states with pending approvals. The biggest risk is a prolonged Texas TCEQ permit freeze. Texas holds close to 30% of 2028 GW, and nine of 20 nominees back a pause.

SemiAnalysisTexas Commission on Environmental QualityERCOT+16

ai-policyΒ· Published and added 1 Nov 2026

simonwillison.netarticle🧠 AI

datasette-llm 0.1a9

datasette-llm 0.1a9 is a release of the Datasette plugin that now reads the default model configured in LLM. Datasette Agent can then start without setting plugins.datasette-agent.default_model, for example with uvx --with datasette-agent datasette content.db --internal internal.db. The post is a brief usability note and gives no further detail.

Datasettedatasette-llmDatasette Agent+2
Simon Willison

agents, llm-appsΒ· Added 1 Nov 2026, published 31 Oct 2026

interconnects.aiarticle🧠 AI

Was I wrong about open models & cyber risks?

Interconnects post in which Nathan Lambert revisits his claim that an open-weight Claude Mythos would have been survivable. He argues GLM-5.3 already crosses the capability threshold with little visible societal change, and quotes Rob Wiblin, Anthropic and Zvi Mowshowitz as examples of exaggerated warnings. He cites Epoch AI's Firefox exploit built with GLM-5.3, and treats the recent vulnerability surge as an ecosystem trend driven by AI capability and diffusion, not open versus closed models.

FirefoxGLM
Claude MythosGLM-5.3Anthropic+13

ai-policy, ai-safety, modelsΒ· Published and added 30 Oct 2026

bleepingcomputer.comarticleπŸ›‘οΈ Security

Trezor warns of suspected crypto-theft implant in hardware wallet

Trezor warns of a suspected crypto-theft implant in a Trezor Safe 5 sold by reseller CryptoBilis in Southeast Asia. An Indonesian buyer found an extra board with a cellular module and antenna between the main board and screen, apparently able to read the recovery phrase and send it over mobile networks. Trezor has not examined the device, advises moving funds to a new wallet for any CryptoBilis purchase since March 2026, and notes a similar Ledger implant was confirmed.

TrezorLedger
CryptoBilisTokopediarecovery phrase

Blockchain, Hardware & RF, Supply ChainΒ· Published and added 30 Oct 2026

protos.comarticleπŸ›‘οΈ Security

Trezor reveals Malaysian reseller sold wallet with spyware

Trezor says a user reported a Safe 5 wallet bought from Malaysian reseller CryptoBilis in August 2026 with a hidden board between the main board and screen, carrying a cellular module and antenna. The implant allegedly reads the screen, including the wallet backup, and sends it over a mobile network when plugged in. Trezor has not yet examined the device, has dropped CryptoBilis (9 October), and is replacing wallets bought since March 2026.

TrezorLedger
CryptoBilisDanny Sanders

Hardware & RF, Blockchain, Threat IntelΒ· Published and added 30 Oct 2026

decrypt.coarticleπŸ›‘οΈ Security

Israel Extradites Alleged Nomad Bridge Exploiter to US Over $2.8M Theft: Report

Decrypt report that Israel extradited Alexander Block (formerly Gurevich) to the US over about $2.8 million taken from the Nomad bridge in August 2022. A June 2022 update flaw let tokens be received without locking assets, and copycats then drained more than $186 million. Israel's Supreme Court held that exploiting a flaw the software permitted can still be unlawful intrusion. The FTC proposed a settlement with Illusory Systems in December 2025.

NomadTelegram
Nomad bridge exploitIllusory SystemsParadigm+4

Threat IntelΒ· Published and added 30 Oct 2026

decrypt.coarticleπŸ›‘οΈ Security

Trezor Warns CryptoBilis Buyers After Report of Hardware Implant in Safe 5

Trezor warned buyers of its wallets from reseller CryptoBilis (March 2026 onward) to move funds, after an Indonesian customer reported a hardware implant in a Safe 5 bought in August 2026. The report describes a board with a cellular module between mainboard and screen that reads the wallet backup and sends it over a mobile network. Trezor has not yet examined the device. It found no tampering in four other CryptoBilis units.

Trezor Safe 5LedgerBitcoin
CryptoBilisTrezorLedger Donjon+3

Hardware & RF, Supply Chain, BlockchainΒ· Published and added 30 Oct 2026

chainalysis.comarticleπŸ›‘οΈ Security

Binance Exploit: Latest Findings and Response

Chainalysis assesses the 29 October 2026 theft of about $6.4 billion from Binance hot wallets as the work of North Korean group TraderTraitor. Attribution rests on on-chain behavior, including real-time commingling with funds from the Bitget exploit, a Tornado Cash-funded operator wallet and signed authorizations that let a hot wallet run attacker code. About $2.8 billion was frozen. Laundering shows automation, with addresses receiving exactly 1 TRX before forwarding funds.

EthereumTornado CashTron+3
TraderTraitorDPRKBinance+3

Blockchain, Threat IntelΒ· Published and added 30 Oct 2026

theblock.coarticleπŸ›‘οΈ Security

Trezor reports suspected hardware implant in Safe 5 sold by CryptoBilis

Trezor reported a suspected hardware implant in a Safe 5 bought in August 2026 from reseller CryptoBilis via Tokopedia. The alleged implant is a board with a cellular module that reads the screen, including recovery phrases. Trezor has not examined the device and found no tampering in four other units, and it told buyers who purchased from the reseller since March 2026 to move funds.

Trezor Safe 5
CryptoBilisTokopediaTrezor

Hardware & RF, Blockchain, Supply ChainΒ· Published and added 30 Oct 2026

securityweek.comarticleπŸ›‘οΈ Security

TeamViewer Flaw Could Let Malicious Hosts Take Over Support Technicians’ Machines

CVE-2026-111585 (CVSS 8.8) is an integer overflow in the remote-control screen processing of TeamViewer clients on Windows, macOS, Linux and Android. A malicious or compromised host can announce an oversized screen surface (for example 32768 by 32768 at 32 bpp), forcing a software decode path and an out-of-bounds write that crashes the viewer or runs code. Remedio's research shows a pointer overwrite routed to WinExec. Version 15.83 fixes it, along with CVE-2026-92372, CVE-2026-92374 and six local privilege escalation bugs.

TeamViewerWindowsmacOS+3
CVE-2026-111585CVE-2026-92372CVE-2026-92374+3

AppSec, Offensive SecurityΒ· Published and added 30 Oct 2026

en.cryptonomist.charticleπŸ›‘οΈ Security

Trezor hardware implant report: CryptoBilis buyers urged to move funds

Trezor advised everyone who bought wallets from reseller CryptoBilis since March 2026 to move funds to a new wallet with a new recovery phrase. An Indonesian customer reported a Safe 5 bought via Tokopedia in August 2026 with an extra board holding a cellular module that allegedly sends the wallet backup out. Trezor has not yet examined the device. Ledger separately confirmed tampering on CryptoBilis devices in October 2026.

TrezorLedger
CryptoBilisTokopediaSEAL 911+1

Hardware & RF, Supply Chain, BlockchainΒ· Published and added 30 Oct 2026

oversecured.comarticleπŸ›‘οΈ Security

SDK security in mobile apps: the attack surface your team didn

Oversecured guide to SDK security in mobile apps, built around Microsoft's April 2026 disclosure of an intent redirection flaw in EngageLab's EngageSDK (50 million installs, fixed in 5.2.1). It covers SDK attack surfaces (exported components, WebViews, deep links, hardcoded secrets, payment crypto), a canhub image cropper file-overwrite example, why source-only SAST misses SDK code, and MASVS and PCI DSS expectations.

AndroidEngageSDKOversecured+3
intent redirectionEngageSDK intent redirectionMTCommonActivity+11

Mobile Security, Supply Chain, AppSecΒ· Added 29 Oct 2026

securityweek.comarticleπŸ›‘οΈ Security

How Secure Are US Elections? Voting Machine Risks andΒ the Growing Threat of AI

SecurityWeek article examining US election security through a cybersecurity lens. It covers voting machines certified by the Election Assistance Commission but unpatched for up to two years, machines hacked at DEF CON's Voting Village, and QR-code ballots voters cannot verify. Sequent's Shai Bargil proposes open-source software and encrypted vote records. It also covers AI-enabled influence campaigns such as the 2024 Biden deepfake robocall.

Microsoft ElectionGuard
Election Assistance CommissionVoting VillageDEF CON+9

Threat Intel, AI SecurityΒ· Published and added 29 Oct 2026

endorlabs.comarticle🧠 AI

What is an AIBOM? AI bill of materials explained for security teams | Endor Labs

An AIBOM is a machine-readable inventory of models, datasets, dependencies, AI services, agents and MCP servers, with evidence of origin, license, integrity and evaluation. The Endor Labs explainer walks through a worked CycloneDX example for a fine-tuned support assistant. It compares CycloneDX ML-BOM, SPDX 3.x, the OWASP AIBOM project and the May 2026 CISA/G7 guidance, and lists what an AIBOM cannot show: runtime behavior and agent actions.

CycloneDXSPDXSBOM+5
Endor LabsOWASPCISA+3

ai-policy, ai-infraΒ· Published and added 29 Oct 2026

huggingface.coarticle🧠 AI

Build specialized multimodal models with LFM3

LFM3 is Liquid AI's open-weight family of six ~2B-parameter models (text, vision-language, audio, omni and two d1 decision models), all branched from LFM3-1.7B-Base. The base model uses a tri-hybrid backbone of 13 gated short convolutions, 5 sliding-window attention layers and 6 global attention layers, pre-trained on 22T tokens with a 256K context. The post gives transformers snippets, benchmark comparisons against LFM2.5 and Qwen3.5, and a robotics fine-tuning example.

TransformersHugging FacePyTorch+7
Liquid AILFM3LFM3-1.7B+29

models, multimodal, trainingΒ· Published and added 27 Oct 2026

blog.cloudflare.comarticleπŸ›‘οΈ Security

What took the Internet offline in Q3 2026

Cloudflare's Q3 2026 review of the 49 Internet disruptions seen by Cloudflare Radar between July and September 2026. Government-directed shutdowns led with 19 (18 exam shutdowns in Iraq), followed by 14 power outages and 5 natural disasters. It gives traffic-drop figures and durations for Cuba, Honduras, Ukraine, Guam, Colombia, Ethiopia's Tigray region and others, including a Honduran interconnection facility power failure that cut HTTP traffic 63%.

Cloudflare
Iraq exam shutdownsTigray shutdownSuper Typhoon Bavi+10

otherΒ· Added 29 Oct 2026, published 27 Oct 2026

securityweek.comarticleπŸ›‘οΈ Security

Stolen AI Reasoning Could Help China Build Cheaper Rivals

Compaction Smuggling is an attack found by Xint that bypassed OpenAI's August 2026 mitigations against stealing reasoning traces from proprietary LLM APIs. It encodes one model's reasoning inside a compaction and replays it to another model (for example gpt-4.1 or gpt-4o), which outputs it verbatim. OpenAI fixed it and paid a $6,000 bounty on 23 October 2026. The article ties it to distillation by Chinese labs, citing a September CISA warning.

OpenAILLMDeepSeek+3
Compaction SmugglingXintCISA+8

AI Security, Threat IntelΒ· Published and added 26 Oct 2026

newsletter.semianalysis.comarticle🧠 AI

Amazon’s Trainium Takes a Strike at the Training King

SemiAnalysis reviews AWS Trainium3 and the new TorchNeuron native PyTorch backend after a few weeks of hands-on use. It reports TorchTitan Qwen3-32B results on Trainium2 (11,099 tokens/s eager at 23.89% MFU, 14,156 compiled at 30.47%), a 27-minute gpt-oss compile time, 89 of 96 FlexAttention cases passing, matmul comparisons with GB300 and B200, and a positive view of the Neuron Explorer profiler.

TrainiumTorchNeuronAWS Neuron+17
SemiAnalysisAmazonAWS+10

inference, training, ai-infraΒ· Added 29 Oct 2026, published 23 Oct 2026

endorlabs.comarticleπŸ›‘οΈ Security

ADLC Security Best Practices for Teams Shipping with Coding Agents | Endor Labs

ADLC Security Best Practices is an Endor Labs guide to controlling what AI coding agents can access, run, install and ship. It covers inventorying agents and MCP servers, sandboxing, pre-execution hooks instead of AGENTS.md rules, install-time package checks against slopsquatting and malware, reachability-based triage of agent PRs, and CI/CODEOWNERS protections. A five-step worked example and coverage metrics are included.

Model Context ProtocolClaude CodeCursor+3
slopsquattingindirect prompt injectiontool poisoning+5

AI Security, Supply Chain, DevSecOpsΒ· Published and added 23 Oct 2026

bankless.comarticleπŸ›‘οΈ Security

Ethereum Devs Postpone Glamsterdam on Hoodi Over Contract Security Risks

Ethereum core developers postponed Glamsterdam on the Hoodi testnet on 22 October 2026, four days before the 26 October activation. ChainSecurity research showed EIP-8037 and EIP-8038 gas repricing can let a contract's failure path succeed where it used to revert, for example a fresh storage write costing 110,020 gas instead of 22,100. This enables "insufficient gas griefing", and ChainSecurity found 13 real-world cases.

Ethereum
GlamsterdamEIP-8037EIP-8038+4

BlockchainΒ· Published and added 23 Oct 2026

decrypt.coarticleπŸ›‘οΈ Security

Ethereum Delays Glamsterdam Testnet Fork Over Gas Security Flaws

Ethereum developers postponed the Glamsterdam hard fork on the Hoodi testnet (due 26 October 2026) after auditor ChainSecurity reported that the gas changes in EIP-8037 and EIP-8038 break assumptions in existing contracts. Gas can be refilled after a failed call and repricing alters call costs, so failure paths that used to revert can now complete, undermining insufficient gas griefing protections. ChainSecurity found 13 real-world examples and is in responsible disclosure.

EthereumPrysm
GlamsterdamChainSecurityEIP-8037+6

BlockchainΒ· Published and added 23 Oct 2026

huntress.comarticleπŸ›‘οΈ Security

Unboxing Phishing Kits: Huntress Examines 3 Real Kits

Recap of a Huntress Tradecraft Tuesday session (October 2026) on phishing kits that target Microsoft 365 tokens, including EvilTokens (a device-code phishing campaign abusing Railway) and the Kali365 control panel. It explains device-code phishing, adversary-in-the-middle and token replay. It lists detections (unfamiliar cloud sign-ins, device-code auth, new devices) and response steps (revoke refresh tokens, remove rogue devices, block device-code flow).

Microsoft 365Microsoft Entra IDHuntress+1
EvilTokensKali365device-code phishing+4

Threat Intel, Blue Team & Detection, Identity & AccessΒ· Published and added 22 Oct 2026

huggingface.coarticle🧠 AI

NVIDIA Kumo Relational Outperforms Supervised Machine Learning on Relational Data, No Training Required

NVIDIA Kumo Relational is a pre-trained relational foundation model that predicts outcomes such as churn or fraud directly on multi-table databases through in-context learning, using up to 10,000 context examples and no task-specific training. NVIDIA reports it beats supervised relational deep learning and XGBoost pipelines across 41 tasks on 15 databases, and beats AutoGluon by 8% MRR on SAP SALT. Code is Apache 2.0, weights are on Hugging Face.

structured-data-modelsNVIDIA NIMPredictive Query Language+6
NVIDIAKumo RelationalKumo Tabular+6

models, research, evalsΒ· Published and added 21 Oct 2026

blog.cloudflare.comarticleπŸ›‘οΈ Security

Introducing full transaction detection for Cloudflare WAF

Cloudflare announces full transaction detection and response-phase rules for its WAF. Detections evaluate an HTTP request together with the origin's response, so exploitation can be confirmed (for example, path traversal returning a config file) and the response replaced with a 403 block page. Covers managed and custom rules, the limit of three custom response rules, no response-body matching yet, and a first managed rule for php2shell. Available on all plans, including Free.

Cloudflare
PHP2Shellpath traversal

AppSec, Blue Team & DetectionΒ· Added 29 Oct 2026, published 21 Oct 2026

aikido.devarticleπŸ›‘οΈ Security

Software supply chain security best practices for 2026

Aikido's guide to software supply chain security controls for 2026, tied to real incidents. It covers a 48-hour package cooldown, ignore-scripts, lockfile enforcement, SHA and digest pinning, scoped tokens, FIDO2, developer endpoint protection, extension allowlists, agent sandboxing, MCP server vetting, slopsquatting, signed SBOMs and rotation drills. Examples include the March 2026 axios compromise and the March 2025 tj-actions/changed-files attack.

npmpnpmGitHub Actions+3
tj-actions/changed-filesCanisterWormGlassWorm+7

Supply Chain, DevSecOps, AI SecurityΒ· Added 22 Oct 2026, published 21 Oct 2026

github.blogarticle🧠 AI

How 3 Java Champions are using GitHub Copilot for increased productivity

Interviews with three Java Champions (Vlad Mihalcea, Patrick Baumgartner, Frank Delporte) on using GitHub Copilot in production and open source. Examples include a 900-slide Reveal.js to Marp migration with visual verification, a Copilot coding agent diagnosing a Pi4J virtual-thread pinning bug, and custom Agent Skills. Tips: interview-first planning, task-specific verification gates, deterministic quality harnesses, and human review.

GitHub CopilotJavaIntelliJ IDEA+12
GitHubVlad MihalceaPatrick Baumgartner+7

coding-agents, prompting, ai-policyΒ· Added 29 Oct 2026, published 20 Oct 2026

heymaxwell.aiarticle🧠 AI

Maxwell: A new kind of model that sits between code and hardware

Maxwell (Maxwell's Daemon) is doubleAI's first "code execution model" (CEM). It runs inside a live program, finds bottlenecks and emits faster machine code for the exact CPU or GPU, leaving the source untouched. Each rewrite ships with a machine-checked proof of semantic equivalence, built on a formalisation of Python. Early access is announced; the post gives no benchmark figures.

PythonPyTorchRust+6
doubleAIMaxwellAlan Turing+3

models, inference, researchΒ· Added 20 Oct 2026, published 19 Oct 2026

en.cryptonomist.charticleπŸ›‘οΈ Security

Broadcom Wi-Fi vulnerability leaves over 1.5 million Belgian gateways exposed

A Broadcom SDK flaw in the WPS code that reassembles fragmented EAP messages allows a buffer overflow and unauthenticated code execution over Wi-Fi, bypassing WPA2/WPA3 passwords. Quentin Kaiser of ONEKEY demonstrated it at Hexacon on 16 October 2026 against Orange Belgium and Proximus gateways, and published a fingerprinting script and YARA rule. Broadcom's 2018 patch was incomplete, it refused a CVE, and over 1.5 million Belgian gateways are exposed.

Broadcom SDKeCosLinux+2
Quentin KaiserONEKEYHexacon+14

Hardware & RF, Offensive SecurityΒ· Published and added 19 Oct 2026

simonwillison.netarticle🧠 AI

llm-echo 0.5

llm-echo 0.5 is a debug plugin for Simon Willison's LLM CLI. It adds an "echo" model that calls no LLM and repeats the prompt back as JSON. The release updates simulated token usage counts to include tool calls, system prompts and reasoning tokens. An example run with `-o thinking 1 --usage` reports 2 input and 24 output tokens. Willison is testing PRs ahead of a new LLM release.

LLMllm-echoPython
Simon Willison

ai-infraΒ· Added 19 Oct 2026, published 18 Oct 2026

aikido.devarticleπŸ›‘οΈ Security

Your CVE is reachable. But is it exploitable?

Explains why a reachable vulnerable function in a dependency is not necessarily exploitable, and how exploitability analysis extends SCA reachability analysis. It walks through CVE-2021-23337 (lodash _.template command injection) across three apps with different outcomes. It notes that a verdict can change with code, for example via prototype pollution and the follow-up CVE-2026-4800. A closing section describes Aikido's CVE Exploitability Analysis.

lodashAikido SecurityCVSS+2
CVE-2021-23337CVE-2026-4800CISA KEV+4

AppSecΒ· Added 19 Oct 2026, published 17 Oct 2026

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