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Thursday 5 November 2026 edition

AI Watch, Thursday 5 November 2026Data centres, the midterms' big losers

Masteria editorial team, led by Mathias Nizan · , 9:55

The Democratic wave in the US midterm elections turned data centres into an electoral target: around thirty local measures are slowing their construction and Asian markets opened lower.

  • Elsewhere, the economic promise of AI deflated another notch, from Uber counting only four rides booked by an agent to London cutting its projected gains by two thirds.
14 stories21 sources7 min read
Top story

American voters rejected AI data centres en masse

The midterm elections of Tuesday 3 November carried a Democratic wave paired with a vote of distrust toward data centres, the server warehouses that run AI and swallow electricity and water. According to an NBC News exit poll reported by The Verge, 76% of the voters surveyed said they were worried about their siting.

Around thirty local measures adopted in various places impose moratoriums or tighten construction rules, according to a still-provisional count relayed by Usbek & Rica, 404 Media and Wired. Texas, which has become the epicentre of the large AI construction projects, swung Democratic on the Senate and governor seats, a direct threat to projects under way.

The opposition crossed party lines: electricity prices and the strain on the grid weigh on voters in both camps.

Europe and France

The EDPB and the CNIL launch a platform on children's privacy

The European Data Protection Board, the body that brings together Europe's national data protection authorities, has opened "Privacy for Kids" together with France's CNIL (the country's data protection authority), a platform devoted to digital literacy for the youngest users.

The initiative accompanies a wider regulatory push on the protection of minors online: an independent study commissioned by the European Commission finds that one child aged 9 to 11 in three, across six European countries, reports holding a social media profile.

Anthropic proposes a cryptographic ID card for AI models

Anthropic has unveiled FlashProve, a tool that proves a response genuinely comes from the advertised model, rather than a degraded or substituted version behind the scenes, Clubic and 01net report.

The need is concrete: when a company calls a model through a programming interface (an API), nothing today guarantees it is not being served a cheaper model under the promised label. Anthropic has, however, filed the tool under research, with no commitment to deploy it.

"LLMJacking" turns stolen AI access into a parallel trade

Hackers resell access to the most expensive AI models on the cheap by hijacking corporate credentials, leaving the companies with the bill, sometimes up to a million dollars, Clubic reports. The method consists of stealing an organisation's access keys to an AI service, then selling that access to third parties for as long as the fraud goes unnoticed. The practice is growing and targets poorly protected business accounts.

SourceClubic

Near Glasgow, HPE refurbishes the Nvidia chips discarded by the AI giants

La Tribune visited the centre in Erskine, Scotland, where Hewlett Packard Enterprise tests, repairs and returns to the market Nvidia graphics cards, the processors coveted since the AI rush. Two hundred staff recover components that large data centre operators are shedding.

The site sheds light on a rarely seen side of the AI economy: a secondary market for hardware is taking shape as first-generation chips give way.

International

Cited in the analysis

Uber recorded only four rides booked by an AI agent last quarter

At its earnings presentation on Wednesday, Uber revealed that third-party AI agents had arranged only four trips during its busiest week of the third quarter of 2026, The Verge and TechCrunch report. On the delivery side, Uber Eats counted "around 500" orders placed by agents over the same period.

For a platform that handles tens of millions of rides, these volumes are close to nothing. Executives cited the figure to reassure on the risk of disintermediation, the fear of seeing AI assistants slip between Uber and its customers. The observation goes beyond Uber: autonomous booking by an agent, heavily announced, remains a marginal practice.

Cited in the analysis

London cuts its £400 billion AI-benefit promise to under a third

The British government had claimed that AI would add £400 billion to its economy, a figure drawn mostly from an estimate supplied by Google, Wired reports. The minister responsible for AI now concedes that the realistic amount is under a third of that sum, on the order of £120 billion. The researchers cited point to slow adoption by companies as the main cause of the gap.

The episode shows how easily an impact figure, taken up by the authorities, swells well beyond what real usage justifies.

SourceWired

Isomorphic Labs, an Alphabet subsidiary, is said to be raising nearly $5 billion for medical AI

Isomorphic Labs, the drug-discovery company spun out of Google DeepMind, is reportedly in talks to raise about $5 billion, Bloomberg reports. Led by Demis Hassabis, it applies to treatment design the methods that produced AlphaFold, the system that predicts the structure of proteins. The funding round, if confirmed, would rank among the largest in AI-applied healthcare.

It shows that capital keeps flowing toward scientific uses, even as other parts of AI see their promises revised downward.

SourceBloomberg

China and Asia

A DeepSeek engineer defends open AI toward AGI, despite the risks

At a panel of the World Internet Conference in Wuzhen on Tuesday, engineer Gao Xi reaffirmed DeepSeek's commitment to open source to speed the arrival of artificial general intelligence, an AI as versatile as a human, even if that openness increases safety risks, the South China Morning Post reports.

He argues that open development fosters shared innovation and technical progress. The stance stands up to concerns voiced in both the United States and China, where the authorities are questioning the threat such a strategy would pose to national security. The Chinese lab is owning a line that runs against the caution displayed by several major players.

Beijing blocks SoftBank's acquisition of ABB's robotics division

China has barred the sale to SoftBank of Swiss group ABB's industrial robotics unit, valued at $5.4 billion, Bloomberg reports. The veto thwarts the Japanese group's ambitions in physical AI, that is, robots equipped with AI capabilities.

It illustrates Beijing's use of its merger review as leverage in the technological rivalry, mirroring the restrictions Washington imposes on semiconductors.

SourceBloomberg
Research

Research and papers

For technical teams

SlackBench puts agents to the test of real teamwork

A paper posted on arXiv presents SlackBench, a benchmark that evaluates AI agents on collaborative projects anchored in real code repositories, the spaces where teams store and version their software.

Where many tests rely on isolated tasks or artificial data, SlackBench reproduces the reality of office work: the useful information is scattered across conversations, private messages, code and successive decisions. To answer a simple question, the agent must find the right channels, reconstruct the context of long discussions and connect the pieces.

The work measures a gap often hidden: knowing how to code does not guarantee knowing how to collaborate.

SourcearXiv
The rest of the news

In brief

  • Apple cuts its engineering teams' AI budget

    Apple is reportedly sharply reducing the sums allocated to internal AI use by its engineers, TechCrunch reports, a sign of caution at a group already lagging on generative AI.

The Masteria read

AI is announced everywhere, used little: closing that gap is a matter of organisation and skills

Uber counts only four rides booked by an agent and London cuts its promised AI gains by two thirds; gaining access to a tool and actually using it are two steps, and the second is won through training.

Uber handled four rides booked by an AI agent during its busiest week of the quarter. Four. For a platform that records tens of millions of trips, that figure measures the gap between what AI can do and what it actually does.

The same day, the signs of this gap pile up. The British government had promised £400 billion in gains for its economy; its minister now concedes under a third, for lack of adoption. Apple is cutting its engineering teams' AI budget.

Google sees its queries grow at the fastest pace in five years without managing to make AI pay like its search. Model capability climbs, the value organisations draw from it stalls.

What is at stake is the difference between having a tool and reorganising work around it. Deploying an assistant or an agent in a company takes an afternoon. Changing how a team writes a quote, processes a case or handles a complaint takes months, and assumes the people involved are trained.

The first step is billed in licences, the second is won in skills. Almost no one has crossed the second.

For a manager, the consequence is direct. The dashboard that counts the number of active AI licences measures nothing. Count the tasks instead: how many real operations have changed shape since the tool arrived, how many people know how to use it on their own work, how much time has been given back. Wherever these figures stay at zero, AI is an expense, not a gain.

Uber's four rides measure a lead, that of technology over the organisations meant to absorb it. The advantage of the coming years will go to those who have done the thankless work of training their teams, while the others watched the capability curve rise. The tool is ready. The professions are getting to it.

The Masteria editorial team.

Mathias Nizan, founder of Masteria
Mathias Nizan
Editor of AI Watch
Method

131 articles read, 14 kept

Selected on the morning of 5 November from 38 news feeds. Our method (in French)

Today's sourcesThe VergeWired404 MediaLa TribuneUsbek & RicaCNILCommission européenneClubic01netTechCrunch

Next edition: Friday 6 November.

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American voters rejected AI data centres en masse. Does it touch your teams? Let's talk.

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