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Mobility

Tesla says 75 percent of North America new vehicle deliveries last quarter included FSD; global subscribers hit 1.74 million

Tesla said 75 percent of its North America new vehicle deliveries last quarter included its Full Self-Driving (FSD) driver-assistance software, up 20 percentage points from 55 percent in the second quarter. Global FSD subscribers rose to 1.74 million, including both monthly subscribers and customers who bought the software outright. Tesla said the share of subscribers alone exceeded 50 percent, highlighting a software revenue model combining subscriptions and vehicle sales.

AI & Enterprise

From TFM to CEM, AI models different from LLMs are arriving

AI companies are increasingly betting on models that operate differently from large language models, including tabular foundation models for structured data prediction, decision-focused models that output choices and probabilities, and code execution models that optimise running programs autonomously. Gartner flagged large quantitative models as a key 2027 keyword. SAP and Nvidia have moved into TFM. Decision model competition has expanded to major firms. Nvidia-backed DoubleAI is also drawing attention with CEM technology.

AI & Enterprise

Lenovo Korea teams up with Lomin to launch AI de-identification integrated solution

Lenovo Korea said on Monday it is working with document AI specialist Lomin to introduce an integrated solution that combines AI-based personal data de-identification technology and AI infrastructure. The Lomin Redact AI Appliance integrates Lenovo ThinkSystem servers and Nvidia GPU-based computing with de-identification software and an operating environment. Lenovo Korea said it targets regulated industries such as finance and the public sector where data location and access controls are important.