South Korea's Chip Exports Rose 259 Percent in October, and the Next Budget Bets on AI
Trade figures reported on November 1 put October semiconductor exports at $56.4 billion, nearly half of a record $115.3 billion month. On November 2 the president told the National Assembly that 21.3 trillion won would go to a chip hub, data centers and AI, plus 4.6 trillion won for a sovereign AI model.
Project Maya Puts a 748B MoE on Home GPUs by Moving Experts Between GPU, RAM and SSD
Project Maya, an MIT-licensed engine for running very large mixture-of-experts models on your own GPUs, published four releases between November 1 and 2. The main change is a DeepSeek quant that drifts less from the original. The part worth learning from is how the engine spreads a model too large for any one card across three tiers of memory.
GDPx: A New Agent Benchmark on Which the Best Model Scores 12
SemiAnalysis published GDPx on November 2: 206 tasks across 11 domains, each with a realistic environment, scored by programs rather than models. Claude Opus 5.5 leads at 12.0. The failure analysis may be more useful than the ranking, because it shows agents trusting their own checks.
Trend Watch: The 14-Trillion-Parameter Leak Was Random Numbers Seeded From Tensor Names
On November 1, a 7.72 TB Hugging Face upload spread on X as a leaked Anthropic checkpoint. Within hours, users showed that dozens of its tensors could be regenerated exactly from their names with NumPy's random number generator. One of the loading routes its model card shows runs the repository's own Python code.