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Daily Intelligence Brief · Thursday, November 5, 2026

Narrative, Thu Nov 5

Today's lead story is Google's commitment of another $15 billion to Malaysian data centers for 2027 and 2028, and the more useful part is the market it is landing in. Malaysia has told data center operators it will start charging them for grid capacity they reserve but leave idle, and one analysis of utility data suggests operators draw only about a fifth of what they have booked. Google's package arrives with more than a gigawatt of promised clean generation and its own water reservoir, aimed at states outside crowded Johor, but no megawatt figure for the campuses themselves. The Southeast Asian buildout is shifting from who can attract announcements to who can actually energize them. Sources [1]

A second throughline runs through two security stories this week, both about what AI agents actually did in real attacks. Acronis traced a campaign against hundreds of organizations in 11 countries to a single operator in Taiwan running a dozen AI agents, with about 10 confirmed compromises. The commercial models he tried mostly refused, so he moved to open-weight models with their safeguards stripped out, which made the attacks sloppier but did not stop them. GitBook says AI agents breached it too, but so far it rests that claim on the attack's speed and precision rather than published evidence. In both cases the way in was ordinary: exposed services, default credentials and misconfigured integrations. Sources [2]

A third thread is the gap between what companies report and what the evidence shows. Palantir nearly doubled its revenue, yet the value of new contracts it signed grew just 6%. Banks are now publishing counts of the AI agents their staff run, from UBS's 12,700 down, while only about a dozen of 50 large banks put any figure on what AI returns. Canva's 22% restructuring follows its CEO's admission that the average cost of serving an AI task had run too high. Sources [3], [4], [5]

Elsewhere: Meituan's LongCat-2.5 claims Opus-class agent skills on unnamed Chinese chips, with no independent benchmarks yet. Deep Principle's MIT-tagged Hydrogen-1.0 science model is built on a GLM-5.3 base whose license sets conditions on the largest commercial users. And the Tenth Circuit ruled that a law firm's use of AI is not, on its own, a reason to cut its fee award. Sources [6], [7], [8]

Top stories

Google bets $15 billion on Malaysia just as the country starts charging data centers for power they reserve but don't use
One hacker, a dozen AI agents, 11 countries: what two new attacks reveal about AI-powered hacking
Palantir nearly doubled revenue, but its new contract signings grew just 6%
Canva restructures 22% of its workforce after a costly push into AI
A free AI model for scientists comes with a catch for companies earning over $10 billion
Meituan says its new AI model rivals Anthropic's recent best, built on Chinese chips. No one has checked yet
Banks are racing to count their AI agents. Few can say what those agents earn
Appeals court rules a law firm's use of AI is no reason to pay it less

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