India plans to restrict the import of computers and IT hardware; DJI sues US Department of Defense

1. ByteDance big model training attacked by interns? Insiders claim that it has not affected the big model of tofu buns

Recently, there have been reports that the large model training of a leading manufacturer was invaded by interns who injected destructive code, resulting in unreliable training results that may require retraining. It is reported that the invaded code injected over 8000 cards, resulting in losses that may exceed tens of millions of dollars. It is rumored that the intern took advantage of a vulnerability in HF (huggingface) and wrote destructive code into the company's shared model, causing the training effect of the model to fluctuate and fail to produce the expected training effect.

According to insiders, the big factory is ByteDance, "injecting more than 8000 cards", "losing tens of millions of dollars" and other descriptions are untrue and exaggerated; The affected business is not the big bean bun model, but the model training task of the commercial technology team, which has affected some business progress of the advertising department, but does not affect online business. At present, ByteDance has dismissed the intern and informed the relevant industry alliance and the school where the intern is located.

2. DJI sues the US Department of Defense

Shenzhen DJI Technology Co., Ltd. has filed a lawsuit against the US Department of Defense for including the Shenzhen based drone manufacturer on the list of Chinese military companies. A spokesperson for DJI, the world's largest consumer drone manufacturer, stated that the company has been negotiating with the US Department of Defense on this issue for over 16 months, but has not been successful.

A spokesperson for DJI stated, "DJI believes that it has no choice but to seek relief from federal courts. DJI is not owned or controlled by the Chinese military, and the US Department of Defense itself acknowledges that DJI produces consumer and commercial drones, not military drones." As part of the National Defense Authorization Act, the US Department of Defense maintains an updated list of Chinese military companies. The bill states that this move aims to crack down on China's goal of acquiring advanced technology developed by Chinese companies that appear to be civilian entities.

3. Tesla FSD under large-scale investigation by the US government, involving 2.41 million vehicles

According to reports, the National Highway Traffic Safety Administration's Office of Defect Investigations has announced an in-depth investigation into Tesla's Fully Automated Driving (FSD) feature, as vehicles equipped with FSD function collided in areas with reduced visibility and resulted in casualties. The report also stated that the investigation involved multiple models such as the 2017-2024 Model 3 and 2020-2024 Model Y, with a total of approximately 2.41 million vehicles.

Tesla CEO Elon Musk recently stated at the "We, Robot" themed press conference that the safety level achieved by FSD can exceed human driving by about 10 times, and plans to launch fully unsupervised FSD models in Texas and California next year. "Our solution is based on AI and computer vision, so it does not require very expensive equipment

4. India plans to restrict imports of computers and IT hardware or disrupt the billion dollar market

Recently, India plans to restrict the import of laptops, tablets, and personal computers from January next year, aiming to encourage companies such as Apple to increase their share of Indian manufacturing. Once implemented, this plan may disrupt an industry worth $8-10 billion and reshape the Indian IT hardware market landscape.

The Indian government also launched a similar restriction plan last year, but it was eventually withdrawn due to lobbying pressure from major IT companies and the United States. A source said that the Indian Ministry of Electronics and Information Technology is developing a new import authorization system, requiring companies to obtain import permits in advance. In addition to Apple, the current industry leaders in India also include companies such as HP, Dell, Lenovo, and Samsung, with two-thirds of India's demand being met through imports.

5. Marvel, a major American manufacturer, fired the first shot at optical communication and will raise prices starting next year

In response to the surge in demand for AI, Marvel, a major manufacturer of internet and optical communication indicators in the United States, recently sent a letter notifying customers that its entire product line will increase prices starting from January 1st next year, marking the first shot in the price hike of optical communication.

Marvel's operations have benefited from the high demand for AI related to cloud data centers such as ASIC (Special Application ICs) and silicon photonics. Last quarter's financial report and forecast amazed the market, and the announcement of price increases this time reflects the market demand frenzy, in addition to seizing business opportunities and continuing to invest in cutting-edge and innovative product research and development. A price increase notice letter signed by Dean Jarnac, Senior Vice President of Global Sales at Marvel, has been leaked from the industry. The letter mentions that with the surge in global demand for accelerated computing and AI, the entire semiconductor supply chain is making unprecedented investments, establishing diversified production bases and expanding production capacity. Marvel is no exception, and will continue to innovate and increase investment efforts to provide customers with cutting-edge products and technologies.