全球第九、开源第一即遭算力「熔断」：Kimi K3的排名突破，反而坐实了硬件需求逻辑

Moonshot launches Kimi K3.1 Pro: 2.8T MoE open-weight flagship (1M ctx); API today, full weights by Nov 4; AA Index 55 (#4)

Anthropic renames Claude Max 20x to Ultra ($200/mo) and removes the 5-hour usage limit for verified Ultra accounts

OpenAI launches Private Intelligence: encrypted safety-review records stay in customer-owned cloud storage with no human access, and confidential-computing Private Inference enters API preview

OpenAI Decisions API goes GA with gpt-6-luna: bounded answers, up to 10x faster than Responses

Claude Enterprise unifies Chat and Cowork: cloud sessions go GA, egress off by default, with Efficient mode

Google Cloud unveils Agent Compute Engine, the microVM platform behind Gemini agents: one hardware-isolated computer per agent, paused while it thinks, with no credentials inside; preview in the coming months