[{"data":1,"prerenderedAt":29},["ShallowReactive",2],{"nr-en-ai-update-black-thursday-open-weight-models-openai-lawsuits":3},{"slug":4,"title":5,"dek":6,"date":7,"time":8,"publishedAt":9,"updated":10,"updatedAt":10,"dateFmt":11,"updatedFmt":10,"kind":12,"tier":13,"author":14,"authorName":15,"topics":16,"tracker":21,"trackerLabel":22,"headlineStat":23,"image":24,"ogImage":25,"imageAlt":5,"csv":10,"minutes":26,"words":27,"html":28},"ai-update-black-thursday-open-weight-models-openai-lawsuits","AI Update: Black Thursday on Asian Markets, New Open-Weight Models and Lawsuits Against OpenAI","After losses at US AI companies, Asian stock markets plunged. Meanwhile Nvidia, Black Forest Labs and Reflection are releasing new open models.","2026-10-16","16:07","2026-10-16T16:07:00+02:00","","October 16, 2026","analyse","standard","ideal-syka","Ideal Syka",[17,18,19,20],"Stock markets","Data centers","Open-source models","Chips","\u002Flokale-ki","Local AI models","Kospi down almost 40 percent since June high","\u002Fnewsroom\u002Fimg\u002Fai-update-black-thursday-open-weight-models-openai-lawsuits.webp","\u002Fog-nr\u002Fai-update-black-thursday-open-weight-models-openai-lawsuits.en.png",2,466,"\u003Ch2>Black Thursday in Asia\u003C\u002Fh2>\n\u003Cp>After heavy share price losses at several US companies in the AI sector, Asian stock markets plunged on Thursday. South Korea was hit hardest; it profits strongly from building AI data centers, mainly via memory makers Samsung and SK Hynix. Their shares fell in part by 10 to 12 percent. The benchmark Kospi has lost almost 40 percent since its June high. According to the source, the exact reasons are unclear. CoreWeave, a US provider of AI computing power, started the sell-off; its debt for expansion has become even more expensive.\u003C\u002Fp>\n\u003Cp>A study by a South Korean analysis firm added to the pressure on Samsung and SK Hynix, warning of overcapacity around 2029 if memory production keeps growing this fast. According to heise, the crash did not spread to markets in Europe and the US on Thursday; on Friday prices recovered in South Korea and Japan.\u003C\u002Fp>\n\u003Ch2>Background: Neoclouds under pressure\u003C\u002Fh2>\n\u003Cp>According to heise, the market research firm Gartner estimates that around 80 percent of so-called neoclouds – AI-specialized cloud providers such as Nebius or CoreWeave – will no longer exist independently by 2030. Gartner says Amazon, Meta and Google could benefit because they earn money across many business areas.\u003C\u002Fp>\n\u003Ch2>TSMC reports record\u003C\u002Fh2>\n\u003Cp>Taiwanese chip foundry TSMC reports record figures again for the third quarter of 2026, driven by demand for 2- and 3-nanometer chips. According to the source, CEO Wei is cautious about 2027: demand is robust, but he sees pressure in price-sensitive segments such as low-cost smartphones and household electronics.\u003C\u002Fp>\n\u003Ch2>New open models\u003C\u002Fh2>\n\u003Cp>According to heise, SpaceXAI has presented Grok Voice 3.0, a model for real-time voice dialogue; it is not an open-weight model. Nvidia releases the open model Nemotron 3.5 Super VL, which understands text, images and video. With 120 billion parameters it is, according to Nvidia, about a fifth the size of its base model Nemotron 3 Ultra; Nvidia says it does not reach the top models from Anthropic and OpenAI in benchmarks. For local machines comes the smaller model Bolt, which needs 24 gigabytes of memory.\u003C\u002Fp>\n\u003Cp>Reflection presents Beam, an open mixture-of-experts model with 501 billion parameters (23 billion active per token) under the Apache 2.0 license, with a 1-million-token context window, focused on coding and agentic use cases. According to heise, Black Forest Labs from Freiburg releases the image model Flux 3 Image Klein with open weights.\u003C\u002Fp>\n\u003Ch2>Assessment\u003C\u002Fh2>\n\u003Cp>For German companies that want to run AI models themselves, the new open models could become relevant – hardware requirements remain the decisive factor in each case. Whether the market turbulence leads to a broader correction is, according to the source material, open.\u003C\u002Fp>\n\u003Ch2>Sources\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.heise.de\u002Fnews\u002FKI-Update-Schwarzer-Donnerstag-Neue-Open-Weight-Modelle-Klagen-gegen-OpenAI-11489303.html\">heise online\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>\u003Cem>Editorially owned by \u003Ca href=\"\u002Fen\u002Fautor\u002Fideal-syka\">Ideal Syka\u003C\u002Fa>. Sources and method: \u003Ca href=\"\u002Fen\u002Fredaktion\">Newsroom & method\u003C\u002Fa>. Tips and corrections: \u003Ca href=\"mailto:ai@i6eal.de\">ai@i6eal.de\u003C\u002Fa>.\u003C\u002Fem>\u003C\u002Fp>\n",1792159757055]