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What we shipped this week @google Monday: Two new 8th-gen TPUs Tuesday: Gemini 4 Carbon - AlphaProof Code verified Signal protocol - Gemini Robotics 2.5 Wednesday: AlphaGenome 2 for disease research - Gemini Decisions API in AI Studio Thursday: Gemini 4 Hydrogen - intelligent eyewear pre-orders Friday: U2 new album (ok not us but exciting!) onwards!

GCSA Insight: Critical Security Vulnerability Discovered in a Leading Robotics Manufacturer’s Product, with System-Level Privilege Compromise Verified on Physical Hardware As artificial intelligence and embodied AI technologies continue to advance, robots are evolving from conventional automated machines into intelligent systems capable of perception, decision-making, and autonomous operation. At the same time, cybersecurity risks are extending beyond software and data into the physical world. The security of robotic systems is no longer solely a matter of protecting data and devices; it can also directly affect operational safety, physical environments, and user safety. Recently, the security research team of the Global Cybersecurity Alliance (GCSA) discovered and verified a critical security vulnerability in a product developed by a leading robotics manufacturer. Through in-depth analysis and multiple rounds of testing on physical hardware, the team successfully breached the device’s system security boundaries and obtained the highest level of operating system privileges in a real-world device environment, demonstrating the vulnerability’s actual impact under specific testing conditions. This research encompassed the entire process, from identifying the security flaw and assessing its risks to validating its impact on physical hardware. The findings also highlight significant challenges facing the underlying security mechanisms of embodied AI systems. The research findings and supporting evidence have been formally submitted to the manufacturer. On November 13, 2026, the manufacturer responded by email, preliminarily confirming the existence of the vulnerability and stating that it had initiated internal remediation efforts and an assessment of the scope of affected products. It is important to emphasize that confirmation of a vulnerability does not mean the associated security risks have been eliminated. GCSA will continue to monitor the manufacturer’s assessment of the affected scope, remediation plans, and subsequent security validation, and will update its research findings as new information becomes available. For intelligent systems capable of physical interaction and movement, timely, effective, and verifiable security remediation is particularly important. In accordance with responsible vulnerability disclosure principles, GCSA is currently withholding sensitive information, including the manufacturer’s identity, specific product details, the vulnerability’s underlying mechanisms, and exploitation methods. GCSA is currently seeking guidance from relevant authorities and regulatory bodies regarding the associated security risks. Taking into account the manufacturer’s remediation progress and a comprehensive assessment of potential security implications, GCSA will carefully determine the appropriate arrangements for further disclosure. Subject to appropriate conditions and upon obtaining the consent of the relevant authorities and regulatory bodies, GCSA will publicly release a detailed security insight report, providing the industry with ongoing updates on the research findings and associated risk assessments. The findings of this research are based on specific testing environments and the evidence obtained to date. They do not imply that other product models or similar robotic systems are affected by the same security issue. This security research and validation on physical hardware represent one of GCSA’s initiatives in the field of embodied AI security. GCSA will continue to advance security research, coordinated vulnerability disclosure, and industry collaboration to promote stronger security response mechanisms across the artificial intelligence sector, enhance product security, and strengthen industry trust. 🔗 Read the full report: · Stay Connected with GCSA Follow GCSA's official social media channels for the latest news, product launches, research developments, and ecosystem updates. GCSA Official Telegram Channel: GCSA Official WeChat Account: #GCSAInsight# #GCSACybersecurity# #GCSASecVibe#

In 2014, Elon Musk stood in front of an audience at MIT and told the whole world exactly where AI was going. Everyone missed it. Because he used one word, and that's the only thing the internet remembered: "demon." The headlines called him scared of killer robots. Tech blogs called it hyperbole. People moved on. I went back and watched that moment. It's barely 2 minutes long. You'll never hear the word "AI" the same way again. Here's what I took away. 1. He called it before almost anyone. Someone in the audience asks about AI. His face goes serious. "If I were to guess like what our biggest existential threat is, it's probably that. So we need to be very careful with the artificial intelligence." This was 2014. No ChatGPT. Most people had never heard the word "chatbot." 2. He asked for rules 12 years ago. "I'm increasingly inclined to think that there should be some regulatory oversight, maybe at the national and international level, just to make sure that we don't do something very foolish." National AND international. In 2014. Governments are still arguing about it today. 3. The demon line wasn't a joke. "With artificial intelligence we are summoning the demon." And then the part almost nobody quotes: "In all those stories where there's the guy with the pentagram and the holy water, it's like, yeah, he's sure he can control the demon. Doesn't work out." Read that again. His warning wasn't about the demon. It was about the guy who thinks he can control it. 4. Now here's what got me. In 2014 he said: summoning the demon. In 2018 he told Joe Rogan: "Nobody listened." In 2023 he signed a letter asking AI labs to pause. In 2026 he told The Economist he can't see any way to stop it anymore. His new philosophy? "Let's enjoy the ride." And: "If you can't beat them, join them." Today he's building one of the most powerful AIs on Earth. 12 years later, the man who warned us about the guy with the pentagram is holding one. My takeaway: He wasn't wrong in 2014. He just realized nobody was going to stop it. So he decided to build it himself. Whether that's genius or the exact ending of his own story, I honestly don't know. So now I'm asking you: Was Musk right in 2014? Or did he become the guy in his own warning? Tell me below. I genuinely want to know where people land on this.

Jensen Huang Nvidia'dan istifa etti. Asıl mesele 2 aylık bir süre. Jensen Huang bugün Nvidia CEO'luğundan istifa etti. Hisse borsa açılışında %10'dan fazla düştü. Jensen 18 aydır ABD'nin Çin'e çip satışı kısıtlamalarını gevşetmesini istiyordu. ABD en gelişmiş çiplerde kısıtlamayı gevşetmedi. Çip, Çin'le olan daha büyük bir kavganın parçası. İki ülke bu kavgadaki sert kararlarını 10 Ocak'a kadar erteledi. Size bu kavganın bedelini kimin ödediğini göstereceğim. Bu kararları anlamak için geçen yıla dönmek gerekiyor. Eylül 2025'te de iki ülke arasında böyle bir erteleme vardı. Bu erteleme bitmeden ABD, kısıtladığı Çinli şirketlerin sahip olduğu şirketleri de kısıtladı. Çin 10 gün sonra nadir toprak kararıyla karşılık verdi. Trump da ertesi gün, 10 Ekim 2025'te, Çin mallarına %100 ek gümrük vergisi koyacağını söyledi. Kripto alıp satıyorsanız bu tarihi hatırlarsınız. 24 saat içinde yaklaşık 19 milyar dolarlık pozisyon tasfiye edildi. Trump ile Xi 3 hafta sonra görüştü ve iki ülke kararlarını 1 yıl erteledi. 1 yıllık süre bu ay doldu. Yeni süre yalnızca 2 ay. Bu süre neden başka ülkeleri de ilgilendiriyor? Çin'in kararı uygulanırsa bir fabrika, ürününü başka ülkeye satmadan önce Çin'den izin almak zorunda kalacak. Bunun için ürünün içinde, değerinin %0.1'i kadar Çin'den gelen nadir toprak olması yetiyor. Fabrikanın hangi ülkede olduğu fark etmiyor. Peki Çin bir ülkeye bazı nadir toprakların satışını kısıtlayınca ne oluyor? Bunu Japonya'da görüyoruz. Kısıtlama Ocak 2026'da, Tayvan konusundaki anlaşmazlıktan sonra başladı ve haziranda genişletildi. Japonya bu duruma hazırlıklıydı, çünkü 2010'dan beri nadir toprakta Çin'e bağımlılığını %90'dan %60 civarına indirmişti. Disprosyum adlı maddede ise Japonya ihtiyacının neredeyse tamamını Çin'den almaya devam etti. Bu madde elektrikli araba, klima, robot ve rüzgar türbini mıknatıslarında kullanılıyor. 2026'nın ilk yarısında Japonya'ya gelen disprosyum alaşımı, 2 yıl öncesine göre %82 azaldı. Stoku yetmeyen fabrikalarda ne olduğunu geçen yıl gördük. Mıknatıs bulamayan Ford, Chicago'daki fabrikasını 1 hafta kapattı. Avrupa'da araba parçası üreten fabrikalarda da birkaç üretim hattı durdu. Çin, Nisan 2025'te disprosyum dahil 7 nadir toprağın satışını izne bağlamıştı. Bu izin şartı ertelenmedi ve bugün de geçerli. Bu yüzden Avrupa'daki bir fabrika disprosyumu, Çin'deki fiyatının yaklaşık 16 katına alıyor. İki ülke kararlarını ertelese de başka ülkelerdeki fabrikalar bu kavganın bedelini ödüyor. Peki Nvidia'nın bu kavgayla ne ilgisi var? ABD'nin Çin'e koyduğu çip kısıtlaması da ertelenmedi. Kısıtlanan çipleri Nvidia satıyor. Jensen 2025'te Nvidia'nın Çin'deki payının %95'ten %0'a indiğini söylemişti. ABD'de kasım seçimlerini kazanan Demokratlardan 3 Kongre üyesi bu hafta Çin'e gelişmiş çip satışı hemen dursun dedi. Bir yasa tasarısı geçerse Kongre bu satışı durdurabilecek. Demokratlar Kongre'yi 3 Ocak'ta, sürenin bitmesinden 7 gün önce devralıyor. Bu neden önemli? Kararları erteleyen Trump'tı. Bu tasarı ise Kongre'nin elinde. Trump bu tasarıya henüz destek vermedi. Çin bugün ABD'ye, teknoloji ablukası için bahane aramayı bırakın dedi. Geçen yıl olduğu gibi şimdi de süre bitmeden ABD'de yeni bir kısıtlama isteniyor. Tasarının geçip geçmeyeceğini bilmiyoruz. İki ülke süreyi 10 Ocak'tan önce yeniden uzatabilir. Ertelenen karar kaldırılmış karar değildir. Nobel ödüllü ekonomist Thomas Schelling 1966'da şunu yazmıştı. Zarar verme gücü pazarlık gücüdür. Bu benim kişisel analizim. Gelişmeleri izliyorum. Sizi bilgilendireceğim.

Elon Musk, I decided to bring Jensen Huang onto the team because you simply do not pass up a once-in-a-generation opportunity to recruit the greatest compute architect on Earth. When it comes to building massive AI infrastructure, designing next-generation silicon, and scaling hardcore engineering at extreme velocity, nobody operates on Jensen’s level, and his vision for accelerated computing aligns 100% with what we are building across xAI, Tesla, and SpaceX. Bringing his unmatched expertise in-house to merge with our Dojo supercomputers, Grok clusters, and real-world robotics will compress years of innovation into months—and when legacy boards hesitate on true greatness, I am always going to bet big on the best talent in the world.

Gemini Robotics 2.5：能让机器人打蝴蝶结的VLA（视觉语言动作）模型 Google DeepMind团队利用Gemini 4 Argon模型作为模拟引擎来加速研发，推出了Gemini Robotics 2.5，并将它直接应用在Apptronik的Apollo 2等各类机器人身上。 升级后的机器人能熟练完成给礼物打蝴蝶结、用夹子分发食物等200多种复杂任务，成功率最高提升了100%，速度也提升了二至三成。在奔驰汽车工厂的实际应用测试中，装载该模型的机器人能够精准地分拣和整理汽车零件，成功率高达96%，有效替代了枯燥的体力劳动。新模型的实时避障能力大幅增强，在人群周围工作时的安全性也得到了显著提升。 谷歌在LLM、多模态、世界模型、机器人等各个领域，都还没掉队，除了股票。 官方介绍：

🚨🇺🇸 A simple majority of Nvidia's 11 directors can remove Jensen Huang "with or without cause"... and they are reportedly meeting TONIGHT Reuters says the meeting is under way, three days after the same board said it had confidence in him. Ten of the eleven directors are independent, and he owns about 3.6% of the stock, which is nowhere near enough to stop a vote against him. One longtime tech analyst described what the board is weighing: "Jensen is not replaceable... there is no other person on the management team bench that can step in seamlessly as CEO." With no successor named, speculation has turned to his children, who both started as interns and now hold senior roles. His daughter Madison, 35, leads marketing for Nvidia’s robotics and AI platforms and travels with him to major events, while his son Spencer, 36, manages robotics products. A Huang in charge would signal continuity, but their father said last month either would have to earn the job, and neither is an executive officer, so a temporary chief from outside the family is the likelier first move. Source: Reuters, WSJ / Writer: Daniel

Elon, you might have a once-in-a-generation opportunity here: > Hire Jensen (if NVIDIA fires him). > Put Jensen in charge of Terafab. > Give him the resources to build a world-class semiconductor powerhouse. > Challenge the dominance of TSMC, NVIDIA, and other semiconductor giants. > Accelerate Tesla’s AI, robotics, and autonomous driving ambitions. Imagine Elon and Jensen building the next semiconductor empire together! The most entertaining outcome is the most likely.

Gemini 4 Argon greatly accelerated the development of Gemini Robotics 2.5. It acted as a simulation engine, teaching robotics new skills that are usually dependent on massive amounts of physical data. Gemini Robotics 2.5 is now rolling out to our robotics partners. Learn more.