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Reflection AI said Monday it is introducing Beam, a model with 501 billion parameters and 23 billion active on each token, and that the weights will not be public until later this month. The Verge reported that OpenAI will test picture ads in ChatGPT in the United States later this month, citing a Monday announcement. Foxconn said September revenue was NT$1.15 trillion, about $36.5 billion, the first month above NT$1 trillion. Nokia chief executive Justin Hotard told CNBC that customers would build data centers twice as fast if supply allowed.
Date: 2026-10-06
Updated: 2026-10-06 06:05
Status: LIVE
Broadcast
Foxconn booked NT$1.15 trillion in September, about $36.5 billion, and said cloud and networking sales rose because customers kept buying AI products. Justin Hotard told CNBC the constraint is memory chips and energy, not a shortage of buyers. The Verge said OpenAI's picture ads will sit on the free image tool and stay off Plus, Pro, and Enterprise. A file promised for later this month does not move the order book.
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Reflection AI said Monday it is introducing Beam, a text model with 501 billion parameters and 23 billion active on each token, trained with a reinforcement-learning run of more than 100 million rollouts on 10,500 Nvidia GB300 chips over four weeks. The company said the weights, under an Apache 2.0 license, will come later this month, after red-team testing, and that early access is a waitlist.
-- A household cannot download the file today. The local copy is a date on a blog, not a model on a desk.
2026-10-05 / Reflection AI / chip, efficiency / mixed / #reflection-holds-back-beam-weights
OpenAI will begin testing visual ads in the United States later this month, and they will first appear when a person asks ChatGPT to generate an image, The Verge reported, citing a Monday announcement. The paper said the ads stay separate from the generated image, do not change ChatGPT's answers, and will not show on Plus, Pro, or Enterprise plans.
-- The free account is the product being sold. A paid plan is how a person keeps the picture generator clear of ads.
2026-10-05 / The Verge / efficiency / central / #openai-will-test-picture-ads-in-chatgpt
Foxconn said September revenue was NT$1.15 trillion, about $36.5 billion, up 38.42 percent from a year earlier, the first month the company has cleared NT$1 trillion, Taiwan News reported from the Monday filing. Third-quarter revenue was NT$3.02 trillion, up 47.12 percent from a year earlier, and Foxconn attributed cloud and networking growth to demand for AI products.
-- The company that assembles the servers booked a record month. That is an order book, not a laptop.
2026-10-05 / Taiwan News / chip / central / #foxconn-posts-nt-1-15-trillion-for-september
Nokia chief executive Justin Hotard told CNBC on Monday that if his customers could build data centers twice as fast, they probably would, and that he does not think the industry is overbuilding. CNBC said shortages of memory chips and energy are among the constraints Hotard named.
-- The delay is parts and power, not a lack of buyers. A home account does not get a faster answer from a building that cannot be switched on.
2026-10-05 / CNBC / energy / central / #nokia-chief-says-customers-would-build-twice-as-
Axis
local [#########################-----] central
Score: 83
clusters still winning
up 1
Reflection previewed Beam and said the Apache 2.0 weights come later this month, after a training run on 10,500 Nvidia GB300 chips. OpenAI will test picture ads when a person asks ChatGPT to make an image. Foxconn booked NT$1.15 trillion in September and tied cloud growth to AI products. Nokia's chief said memory chips and power are what slow the buildings. The cluster still holds the training run, the free account, and the server order.
Forces
| Force | Meter | Score | Pull | Note | ||
| CHIP / CAPEX |
|
92 | mixed | No new chip order was signed. Reflection said Beam's reinforcement-learning run used 10,500 Nvidia GB300 chips for four weeks. Foxconn tied cloud and networking growth to demand for AI products. | ||
| ENERGY |
|
99 | central | No new power contract landed. Nokia chief executive Justin Hotard told CNBC that shortages of memory chips and energy are among the constraints, and that customers would build data centers twice as fast if they could. | ||
| EFFICIENCY |
|
56 | mixed | Reflection said Beam uses 23 billion of 501 billion parameters on each token. The weights are not public yet. OpenAI's picture-ad test stays off Plus, Pro, and Enterprise plans. |
Line charts (0=local 100=central 2026-09-21 to 2026-10-06)
Market overlay (2026-09-07 to 2026-10-06)
Latest: BTC $85,943 / hashrate ~960.92 EH/s / token markers avg $5.3033/M / axis 83. These lines are different units. We compare timing, not dollars-to-hashrate.
Not shown: GPU cloud $/hour, hub electricity, miner hashprice, or lab cost per token -- none of those are a clean public feed.
Power and list prices
BTC $85,943 / hashrate ~961 EH/s. List-price gap (not a subsidy %): 44.4x list gap (blended) GPT-5.6 Luna -> Claude Fable 5 ($0.45/M to $20.00/M). (mempool.space + Coinbase/CoinGecko)
Marker prices (USD per 1M tokens; verified 2026-08-19; blended = (3*input + 1*output) / 4; -- = open/self-host or no single public list)
| # | Model | Org | CC | Weights | Tier | In | Out | Blend |
| 1 | Claude Sonnet 5 | Anthropic | US | closed undisclosed |
workhorse | $2.00 | $10.00 | $4.00 |
| 2 | GPT-5.5 | OpenAI | US | closed undisclosed |
flagship | $5.00 | $30.00 | $11.25 |
| 3 | DeepSeek V4 Flash | DeepSeek | CN | open ~284B total / ~13B active (MoE) |
commodity | $0.44 | $1.32 | $0.66 |
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