The Daily Brief: NHTSA Opens Waymo School Bus Recall Query

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The Daily Brief for 10 November 2026 gathers the stories covered since the previous edition, from our own newsroom and from the original sources we reviewed.

From our newsroom

NVIDIA, SK Telecom and Rebellions plan Korean NPU racks for 2028

NVIDIA, SK Telecom and Rebellions have agreed to connect Rebellions' Rebel R200 neural processing units to NVIDIA's platform through NVLink Fusion, with the systems targeted to be operational in 2028. The collaboration was announced on 8 November 2026 with support from Korea's Ministry of Science and ICT. Rebellions will assemble full-rack machines on the NVIDIA MGX design, and SK Telecom plans to run them in its own AI data center, so the project is a deployment plan rather than running infrastructure.

Also in the news

AI Business

Air Force orders $26M in Flyways AI licenses

The U.S. Air Force has placed a sole-source order worth $26.02 million with Air Space Intelligence Federal for licenses to the Flyways AI platform, which supports the 618th Air Operations Center. The firm-fixed-price order was awarded on 28 September 2026, but only $5,000,000 is obligated at award. Work will take place at Scott Air Force Base in Illinois through 28 September 2031, and the published notice does not explain the sole-source justification. Flyways is reportedly already used by Alaska Airlines, Delta Air Lines and United Airlines, so the order extends an existing commercial product.

Sixteen EU states miss AI Act authority deadline

Sixteen of the 27 EU member states have missed the deadline to name the national authorities that will enforce the AI Act, according to the European Commission. The deadline was 2 August 2025, and six states have not picked a market surveillance authority at all while ten have only a tentative choice awaiting formal approval. German Green MEP Sergey Lagodinsky has written to the Commission urging formal proceedings against the lagging countries. The gap matters because the first high-risk obligations apply from December 2027, leaving companies without a confirmed overseer in the interim.

Edgevana books $700M in take-or-pay deals

Edgevana has disclosed more than $700 million in firm, multi-year take-or-pay contracts to deploy Nvidia Blackwell systems across North America and Europe. The company also cites $7 billion in committed customer demand and a sales pipeline above $20 billion, but its 9 November 2026 announcement does not explain how the three figures relate. Only the $700 million carries binding payment obligations, and Edgevana says the capacity can add tens of megawatts of dense compute within 90 to 120 days.

Orbital Compute taps Orca Aerospace for satellite autonomy

Orbital Compute has signed a strategic partnership with Orca Aerospace to supply onboard software for autonomous satellite operations, with the companies claiming a deal worth up to $20 million. The stack is reported to cover orbit raising, formation flying, collision avoidance and re-entry, with a human operator involved only when the software flags a need. Orca's software is reported to cut ground-team costs by about 10x, a figure the companies have not independently verified. The constellation is still years from launch, with a first launch set for 2028.

Adaspace lists in Hong Kong with 114 AI computing satellites under contract

Adaspace begins trading in Hong Kong on 13 November with 114 AI computing satellites under contract, after launching 20 so far. The Chengdu company's first group of 12 reached orbit in May 2025, and a second group of eight followed in October 2026. Satellites and related services still made up 57.7% of revenue in the first half of 2026, up from 0.6% in 2023, while losses have widened each year. The IPO is meant to fund the engineering needed to sell access to onboard computing as a service.

Robotics

Apple's HALO humanoid reaches 91% success in unseen rooms

Apple researchers have introduced HALO, a control system that lets a Unitree G1 humanoid perform household tasks in rooms it has never mapped, according to a paper posted to arXiv on 4 November 2026. The robot succeeded in 91% of 360 trials across six real-world spaces, although training used only 1,000 procedurally built synthetic homes. Chained multi-step tasks reportedly fell to about 70%. Planning reportedly runs on a Mac mini M4 Pro, and the research describes the run as fully offline.

AGCO commits to Agility Digit humanoid pilot in Hesston

AGCO has agreed commercially with Agility Robotics to test the Agility Digit humanoid at its production site in Hesston, Kansas, with activity starting in 2027. The companies have not disclosed how many units will go to the plant, the investment involved or any performance benchmarks. Agility's paid deployment at a GXO warehouse in Flowery Branch, Georgia, reportedly has moved more than 100,000 totes, so the Hesston plan remains a signed plan rather than a running operation.

Vibe C

Cursor's Agent SDK goes generally available

Cursor has made its Agent SDK generally available, letting teams define agents as code, test them with evals and deploy them to Cursor or their own infrastructure. According to the changelog, agents can be triggered by pull request and comment events, CI activity, Slack mentions, webhooks and a cron schedule. The team still has to write the assertions and maintain the fixture set.

Claude Code reads AGENTS.md only when CLAUDE.md is missing

Claude Code uses a repository's AGENTS.md in place of CLAUDE.md only in directories that lack a CLAUDE.md, a rule described in a community post that the official memory documentation supports. Where both files exist, the agent follows CLAUDE.md. Teams that keep CLAUDE.md for Claude Code and AGENTS.md for Codex CLI therefore risk two instruction sets drifting apart.

Claude Code 2.1.319 runs MCP tasks in the background

Claude Code 2.1.319 moves MCP tool calls that run as tasks into the background and reports results back once the work completes. A new permissions.denyInsteadOfPrompting setting rejects any tool call that would otherwise wait for a permission prompt, keeping unattended turns moving in terminal sessions, subagents and teammates. The release does not cover how a developer should review the output of a long run afterward.

QuickBeats Test

Sony has no PS6 price as memory costs squeeze next-gen pricing

Sony has not announced a PS6 price or release date, even as memory costs put next-generation console pricing under pressure. On its second-quarter earnings call, Sony said it has aligned memory supply with suppliers for the fiscal year starting April 2027 and that PS6 development is on schedule. Ampere Analysis has warned that a $1,000 launch price could slow adoption sharply. Microsoft has not announced a retail price or launch date for Project Helix either.

Deep Pulse

Only 28% of managers report strongly positive AI returns

The fourth annual enterprise AI study from Wharton Human-AI Research and GBK Collective finds that 80% of managers and senior respondents rate their department's AI investment as producing a positive return, but only 28% call it strongly positive. The study, published on 13 October 2026 with 1,400 replies, found that just 7% of organisations pass all three tests for value, changed work and aligned leadership. Departments that track at least one growth measure report strongly positive returns at 35%, and cost has become the obstacle respondents mention most.

Cars

LS Power has proposed buying the EVgo Class A shares it does not already own for $2.00 per share in cash, in an unsolicited, non-binding offer received on 2 November 2026. LS Power already holds about 56% of the combined voting power, so the outcome would decide control of the remaining public stake. EVgo's third-quarter revenue of $91.42 million missed a forecast of $95.09 million, although charging network revenue rose 29% to $72 million. Independent directors have formed a special committee to assess the proposal.

NHTSA opens Waymo school bus recall query covering 2,895 robotaxis

NHTSA has opened query RQ26006 into Waymo's school bus recall, covering 2,895 robotaxis, after most reported passing incidents followed the 2025 software fix. The Office of Defects Investigation opened the query on 6 November to judge whether the fix worked and why violations continued. Waymo filed recall 25E084 in December 2025 and said every affected vehicle had received an over-the-air update by 17 November 2025. Most incidents found in the earlier probe occurred after that remedy date, which raises doubt about whether the update changed vehicle behavior at all.

Tesla opens robotaxi service in San Antonio as eighth city

Tesla has launched robotaxi rides in San Antonio, its eighth market, with service starting at 5 a.m. local time on 9 November 2026. Tesla has not disclosed whether vehicles carry a human safety monitor, nor its operating hours, fleet size or fares, so the launch does not show whether rides are driverless. Model Y vehicles are used in all eight cities, while the two-seat Cybercab is reportedly limited to Austin. Outside estimates put the single launch zone at roughly 272 to 275 square miles, though Tesla has not published an area figure.

Sources

Apple's HALO Humanoid Reaches 91% Success in Unseen Real Rooms

LS Power's $2.00-Per-Share EVgo Take-Private Proposal Follows a Third-Quarter Revenue Miss

✔Human Verified

Researched and cross-referenced against primary sources by the Bytevyte editorial team. This article was generated with the assistance of artificial intelligence and reviewed by the Bytevyte editorial team.