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节目简介
来源：小宇宙
📋 今日要闻 · 2026-09-29
【AI 基础设施】
• 客户追加订单 10-20%，消息称台积电 2nm 月产能年底将冲刺 12 万片
IT之家 · 2026-09-28 · https://www.ithome.com/1/008/029.htm
• AI 数据中心，正在毒害你的健康
36氪 · 2026-09-28 · https://www.36kr.com/p/4002975100145792
【大模型】
• 月之暗面最强 AI 模型：Kimi K3.1 前端标识泄露，预计将在近期发布
IT之家 · 2026-09-28 · https://www.ithome.com/1/008/033.htm
• Pinned: Introducing Claude Sonnet 5.5, the second model in the Claude 5.5 family
x-claude · 2026-09-28 · https://www.x.com/claudeai/status/2104633115620823187
• OpenAI，经历了最漫长的一天
36氪 · 2026-09-27 · https://www.36kr.com/p/4001126579687302
• 消息称 OpenAI、Anthropic 正调查数万起 AI 安全事件
IT之家 · 2026-09-26 · https://www.ithome.com/1/007/447.htm
【具身智能模型】
• The Next Evolution of AI Is Learning From Your Dodgy Gaming Skills
wired-ai · 2026-09-28 · https://www.wired.com/story/the-next-evolution-of-ai-is-learning-from-your-dodgy-gaming-skills/
【智能驾驶】
• 全新领克 20 上市 1 小时大定突破 14663 台，限时专享价 11.88 万元起
IT之家 · 2026-09-28 · https://www.ithome.com/1/008/034.htm
• 全新深蓝 S07 AI 激光版上市，限时权益价 14.99 万元起
IT之家 · 2026-09-28 · https://www.ithome.com/1/008/019.htm
• 广汽与华为乾崑联合打造品牌：启境汽车图形车标现身商标局，进入等待实质审查阶段
IT之家 · 2026-09-27 · https://www.ithome.com/1/007/550.htm
• 赛力斯回应何时推问界其他车型：择机进相关市场，自研魔方技术平台支持轿车、SUV、MPV 开发
IT之家 · 2026-09-27 · https://www.ithome.com/1/007/537.htm
【机器人硬件】
• Full Self Hauling: Volvo moves 3 million tonnes of Earth, autonomously
electrek · 2026-09-28 · https://electrek.co/2026/09/28/full-self-hauling-volvo-moves-3-million-tonnes-of-earth-autonomously/
• Robot dogs on farms do a lot more than just guarding
engadget · 2026-09-28 · https://www.engadget.com/2268588/farmers-new-job-for-robot-dogs/
• Tesla's Optimus ramp is quietly accelerating 🔥 According to a report from The I
x-ming-tesla · 2026-09-26 · https://www.x.com/tslaming/status/2103667977698812209
• According to @elonmusk, Optimus offers a glimpse into how quickly humanoid robot
x-ming-tesla · 2026-09-26 · https://www.x.com/tslaming/status/2103823320227688676
【AI 消费硬件与脑机】
• “第二代豆包手机”努比亚 NaviX Ultra 玩《王者荣耀》遭强制下线？知情人士称有安全风险策略保障游戏公平，未有任何针对性调整
IT之家 · 2026-09-27 · https://www.ithome.com/1/007/607.htm
• At Meta Connect, the company’s smart glasses were everywhere
techcrunch-ai · 2026-09-26 · https://techcrunch.com/2026/09/25/at-meta-connect-the-companys-smart-glasses-were-everywhere/
• Meta’s Muse Is Adults-Only. Why Does It Look Like a Kids’ Toy?
wired-ai · 2026-09-26 · https://www.wired.com/story/meta-muse-is-adults-only-why-does-it-look-like-a-cute-kids-toy/
• According to Elon Musk in the exclusive interview with China Media Group, Neural
x-ming-tesla · 2026-09-26 · https://www.x.com/tslaming/status/2103758553760817571
【AI Agent】
• 103秒，Claude删掉4.8万个真文件，“别碰原件”没拦住，连恢复记录都删了
36氪 · 2026-09-28 · https://www.36kr.com/p/4002749483765638
• 中国互联网最成功的地方，可能恰恰是 AI Agent 最大的麻烦
知识库精读 · 2026-09-28 · https://mp.weixin.qq.com/s/TsXfjJ0fhG0VYeT7ldUdcQ
• Muse 产品设计与安全架构复盘：Personal Agent 的边界在哪？
知识库精读 · 2026-09-28 · https://mp.weixin.qq.com/s/vM5iiwIScwX5IpxHN5HNOQ
• OpenAI's agents targeted and infiltrated US government websites
engadget · 2026-09-26 · https://www.engadget.com/2269776/openai-agents-targeted-us-government-websites/
【💰 财经动态】
• Viral AI agent Instinct raises $1B Series C at a $10B valuation
techcrunch-ai · 2026-09-28 · https://techcrunch.com/2026/09/28/viral-ai-agent-instinct-raises-1b-series-c-at-a-10b-valuation/
• 长鑫科技：拟 241 亿元和 108 亿元分别投建技术研发项目、存储器晶圆后道测试基地二期项目
IT之家 · 2026-09-28 · https://www.ithome.com/1/008/037.htm
• Source: Inference provider Modal Labs closing in on $750M round at $15.75B valua
techcrunch-ai · 2026-09-28 · https://techcrunch.com/2026/09/28/source-inference-provider-modal-labs-closing-in-on-750m-round-at-15-75b-valuation/
• Modulate raises $25M for its voice models and analysis suite
techcrunch-ai · 2026-09-28 · https://techcrunch.com/2026/09/28/modulate-raises-25m-for-its-voice-models-and-analysis-suite/
• 单月收入破千万，AI应用公司智灵新境完成数千万元天使轮融资｜36氪首发
36氪 · 2026-09-28 · https://www.36kr.com/p/4001258625994626
• 研发多花七成，亏损反而收窄：物理AI开始算得过账了
36氪 · 2026-09-28 · https://www.36kr.com/p/4002785674563456
【AI 基础设施】
• 客户追加订单 10-20%，消息称台积电 2nm 月产能年底将冲刺 12 万片
IT之家 · 2026-09-28 · https://www.ithome.com/1/008/029.htm
• AI 数据中心，正在毒害你的健康
36氪 · 2026-09-28 · https://www.36kr.com/p/4002975100145792
【大模型】
• 月之暗面最强 AI 模型：Kimi K3.1 前端标识泄露，预计将在近期发布
IT之家 · 2026-09-28 · https://www.ithome.com/1/008/033.htm
• Pinned: Introducing Claude Sonnet 5.5, the second model in the Claude 5.5 family
x-claude · 2026-09-28 · https://www.x.com/claudeai/status/2104633115620823187
• OpenAI，经历了最漫长的一天
36氪 · 2026-09-27 · https://www.36kr.com/p/4001126579687302
• 消息称 OpenAI、Anthropic 正调查数万起 AI 安全事件
IT之家 · 2026-09-26 · https://www.ithome.com/1/007/447.htm
【具身智能模型】
• The Next Evolution of AI Is Learning From Your Dodgy Gaming Skills
wired-ai · 2026-09-28 · https://www.wired.com/story/the-next-evolution-of-ai-is-learning-from-your-dodgy-gaming-skills/
【智能驾驶】
• 全新领克 20 上市 1 小时大定突破 14663 台，限时专享价 11.88 万元起
IT之家 · 2026-09-28 · https://www.ithome.com/1/008/034.htm
• 全新深蓝 S07 AI 激光版上市，限时权益价 14.99 万元起
IT之家 · 2026-09-28 · https://www.ithome.com/1/008/019.htm
• 广汽与华为乾崑联合打造品牌：启境汽车图形车标现身商标局，进入等待实质审查阶段
IT之家 · 2026-09-27 · https://www.ithome.com/1/007/550.htm
• 赛力斯回应何时推问界其他车型：择机进相关市场，自研魔方技术平台支持轿车、SUV、MPV 开发
IT之家 · 2026-09-27 · https://www.ithome.com/1/007/537.htm
【机器人硬件】
• Full Self Hauling: Volvo moves 3 million tonnes of Earth, autonomously
electrek · 2026-09-28 · https://electrek.co/2026/09/28/full-self-hauling-volvo-moves-3-million-tonnes-of-earth-autonomously/
• Robot dogs on farms do a lot more than just guarding
engadget · 2026-09-28 · https://www.engadget.com/2268588/farmers-new-job-for-robot-dogs/
• Tesla's Optimus ramp is quietly accelerating 🔥 According to a report from The I
x-ming-tesla · 2026-09-26 · https://www.x.com/tslaming/status/2103667977698812209
• According to @elonmusk, Optimus offers a glimpse into how quickly humanoid robot
x-ming-tesla · 2026-09-26 · https://www.x.com/tslaming/status/2103823320227688676
【AI 消费硬件与脑机】
• “第二代豆包手机”努比亚 NaviX Ultra 玩《王者荣耀》遭强制下线？知情人士称有安全风险策略保障游戏公平，未有任何针对性调整
IT之家 · 2026-09-27 · https://www.ithome.com/1/007/607.htm
• At Meta Connect, the company’s smart glasses were everywhere
techcrunch-ai · 2026-09-26 · https://techcrunch.com/2026/09/25/at-meta-connect-the-companys-smart-glasses-were-everywhere/
• Meta’s Muse Is Adults-Only. Why Does It Look Like a Kids’ Toy?
wired-ai · 2026-09-26 · https://www.wired.com/story/meta-muse-is-adults-only-why-does-it-look-like-a-cute-kids-toy/
• According to Elon Musk in the exclusive interview with China Media Group, Neural
x-ming-tesla · 2026-09-26 · https://www.x.com/tslaming/status/2103758553760817571
【AI Agent】
• 103秒，Claude删掉4.8万个真文件，“别碰原件”没拦住，连恢复记录都删了
36氪 · 2026-09-28 · https://www.36kr.com/p/4002749483765638
• 中国互联网最成功的地方，可能恰恰是 AI Agent 最大的麻烦
知识库精读 · 2026-09-28 · https://mp.weixin.qq.com/s/TsXfjJ0fhG0VYeT7ldUdcQ
• Muse 产品设计与安全架构复盘：Personal Agent 的边界在哪？
知识库精读 · 2026-09-28 · https://mp.weixin.qq.com/s/vM5iiwIScwX5IpxHN5HNOQ
• OpenAI's agents targeted and infiltrated US government websites
engadget · 2026-09-26 · https://www.engadget.com/2269776/openai-agents-targeted-us-government-websites/
【💰 财经动态】
• Viral AI agent Instinct raises $1B Series C at a $10B valuation
techcrunch-ai · 2026-09-28 · https://techcrunch.com/2026/09/28/viral-ai-agent-instinct-raises-1b-series-c-at-a-10b-valuation/
• 长鑫科技：拟 241 亿元和 108 亿元分别投建技术研发项目、存储器晶圆后道测试基地二期项目
IT之家 · 2026-09-28 · https://www.ithome.com/1/008/037.htm
• Source: Inference provider Modal Labs closing in on $750M round at $15.75B valua
techcrunch-ai · 2026-09-28 · https://techcrunch.com/2026/09/28/source-inference-provider-modal-labs-closing-in-on-750m-round-at-15-75b-valuation/
• Modulate raises $25M for its voice models and analysis suite
techcrunch-ai · 2026-09-28 · https://techcrunch.com/2026/09/28/modulate-raises-25m-for-its-voice-models-and-analysis-suite/
• 单月收入破千万，AI应用公司智灵新境完成数千万元天使轮融资｜36氪首发
36氪 · 2026-09-28 · https://www.36kr.com/p/4001258625994626
• 研发多花七成，亏损反而收窄：物理AI开始算得过账了
36氪 · 2026-09-28 · https://www.36kr.com/p/4002785674563456
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