Modular, one of the most promising chip software startups of the AI era, heads for a multibillion-dollar exit. Qualcomm will acquire the Silicon Valley chip startup Modular for nearly $4 billion. The companies announced the acquisition on Wednesday; Qualcomm said it expects to issue up to 19.2 million shares of common stock in the deal, which works out to just under $4 billion based on the company's last closing share price. The deal, which includes $300 million for Modular employees, comes nine months after the chip startup raised $250 million at a $1.6 billion valuation . It's expected to close in the second half of this year.

As the era of autonomous agents making decisions on behalf of users unfolds, ensuring contextual integrity (CI) - what is the appropriate information to share while carrying out a certain task - becomes a central question to the field. We posit that CI demands a form of reasoning where the agent needs to reason about the context in which it is operating. To test this, we first prompt LLMs to reason explicitly about CI when deciding what information to disclose. We then extend this approach by developing a reinforcement learning (RL) framework that further instills in models the reasoning necessary to achieve CI. Using a synthetic, automatically created, dataset of only 700 examples but with diverse contexts and information disclosure norms, we show that our method substantially reduces inappropriate information disclosure while maintaining task performance across multiple model sizes and families. Importantly, improvements transfer from this synthetic dataset to established CI benchmarks such as PrivacyLens that has human annotations and evaluates privacy leakage of AI assistants in actions and tool calls. Our code is available at: https://github.com/EricGLan/CI-RL

Large vision-language models (LVLMs) derive their capabilities from extensive training on vast corpora of visual and textual data.

Multimodal recommendation aims to integrate collaborative signals with heterogeneous content such as visual and textual information, but remains challenged by modality-specific noise, semantic inconsistency, and unstable propagation over user-item graphs. These issues are often exacerbated by naive fusion or shallow modeling strategies, leading to degraded generalization and poor robustness. While recent work has explored the frequency domain as a lens to separate stable from noisy signals, most methods rely on static filtering or reweighting, lacking the ability to reason over spectral structure or adapt to modality-specific reliability. To address these challenges, we propose a Structured Spectral Reasoning (SSR) framework for frequency-aware multimodal recommendation. Our method follows a four-stage pipeline: (i) Decompose graph-based multimodal signals into spectral bands via graph-guided transformations to isolate semantic granularity; (ii) Modulate band-level reliability with spectral band masking, a training-time masking with representation-consistency objective that suppresses brittle frequency components; (iii) Fuse complementary frequency cues using hyperspectral reasoning with low-rank cross-band interaction; and (iv) Align modality-specific spectral features via contrastive regularization to promote semantic and structural consistency. Experiments on three real-world benchmarks show consistent gains over strong baselines, particularly under sparse and cold-start settings. Additional analyses indicate that structured spectral modeling improves robustness and provides clearer diagnostics of how different bands contribute to performance. The code is available at https://github.com/llm-ml/SSR.git.

Recent large-scale reasoning models have achieved state-of-the-art performance on challenging mathematical benchmarks, yet the internal mechanisms underlying their success remain poorly understood. In this work, we introduce the notion of a reasoning graph, extracted by clustering hidden-state representations at each reasoning step, and systematically analyze three key graph-theoretic properties: cyclicity, diameter, and small-world index, across multiple tasks (GSM8K, MATH500, AIME 2024). Our findings reveal that distilled reasoning models (e.g., DeepSeekR1-Distill-Qwen-32B) exhibit significantly more recurrent cycles (about 5 per sample), substantially larger graph diameters, and pronounced small-world characteristics (about 6x) compared to their base counterparts. Notably, these structural advantages grow with task difficulty and model capacity, with cycle detection peaking at the 14B scale and exploration diameter maximized in the 32B variant, correlating positively with accuracy. Furthermore, we show that supervised fine-tuning on an improved dataset systematically expands reasoning graph diameters in tandem with performance gains, offering concrete guidelines for dataset design aimed at boosting reasoning capabilities.

Compilers, while essential, are notoriously complex systems that demand prohibitively expensive human expertise to develop and maintain. The recent advancements in Large Language Models (LLMs) offer a compelling new paradigm: Neural Compilation, which could potentially simplify compiler development for new architectures and facilitate the discovery of innovative optimization techniques. However, several critical obstacles impede its practical adoption. Firstly, a significant lack of dedicated benchmarks and robust evaluation methodologies hinders objective assessment and tracking of progress in the field. Secondly, systematically enhancing the reliability and performance of LLM-generated assembly remains a critical challenge.

Unsupervised Environment Design (UED) seeks to automatically generate training curricula for reinforcement learning (RL) agents, with the goal of improving generalisation and zero-shot performance. However, designing effective curricula remains a difficult problem, particularly in settings where small subsets of environment parameterisations result in significant increases in the complexity of the required policy. Current methods struggle with a difficult credit assignment problem and rely on regret approximations that fail to identify challenging levels, both of which are compounded as the size of the environment grows. We propose Dynamic Environment Generation for UED (DEGen) to enable a denser level generator reward signal, reducing the difficulty of credit assignment and allowing for UED to scale to larger environment sizes. We also introduce a new regret approximation, Maximised Negative Advantage (MNA), as a significantly improved metric to optimise for, that better identifies more challenging levels. We show empirically that MNA outperforms current regret approximations and when combined with DEGen, consistently outperforms existing methods, especially as the size of the environment grows. We have made all our code available here: https://github.

To address this problem, fine-tuning longcontext LVLMs and employing GPT-based agents have emerged as promising solutions. However, fine-tuning LVLMs would require extensive high-quality data and substantial GPU resources, while GPT-based agents would rely on proprietary models (e.g., GPT-4o). In this paper, we propose Video Retrieval-Augmented Generation (Video-RAG), a training-free and cost-effective pipeline that employs visually-aligned auxiliary texts to help facilitate cross-modality alignment while providing additional information beyond the visual content. Specifically, we leverage open-source external tools to extract visually-aligned information from pure video data (e.g., audio, optical character, and object detection), and incorporate the extracted information into an existing LVLM as auxiliary texts, alongside video frames and queries, in a plug-and-play manner. Our Video-RAG offers several key advantages: (i) lightweight with low computing overhead due to singleturn retrieval; (ii) easy implementation and compatibility with any LVLM; and (iii) significant, consistent performance gains across long video understanding benchmarks, including Video-MME, MLVU, and LongVideoBench. Notably, our model demonstrates superior performance over proprietary models like Gemini1.5-Pro and GPT-4o when utilized with a 72B model.

Text-to-image (T2I) diffusion models have made remarkable strides in generating and editing high-fidelity images from text. Yet, these models remain fundamentally generic, failing to adapt to the nuanced aesthetic preferences of individual users. In this models, work, introducing we present the Collaborati first frame ve w Di ork rect for Preference personalized Optimization image editing (C-DPO), in diffusion a novel method that aligns image edits with user-specific preferences while leveraging collaborati as a node in ve a signals dynamic from preference like-minded graph indi and viduals.

Grounding large language models (LLMs) in domain-specific tasks like post-hoc dash-cam driving video analysis is challenging due to their general-purpose training and lack of structured inductive biases. As vision is often the sole modality available for such analysis (i.e.