节目简介
来源：小宇宙
📋 今日要闻 · 2026-10-28
【AI 基础设施】
• Oracle to Offer Cerebras Computers in AI Cloud Service
bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/articles/2026-10-27/oracle-to-offer-cerebras-systems-computers-in-ai-cloud-service
• 受内存涨价影响，曝三星计划减产 20% Galaxy A 系中低端手机
IT之家 · 2026-10-26 · https://www.ithome.com/1/018/165.htm
【大模型】
• OpenAI新模型降价，中国大模型的“便宜”要失灵了？
36氪 · 2026-10-27 · https://www.36kr.com/p/4043827057186438
• Introducing GPT-6.1 Terra
OpenAI Blog · 2026-10-26 · https://openai.com/index/introducing-gpt-6-1-terra
• 6.1 Terra is here! It is good at a lot of things, but we are especially excited
x-sama · 2026-10-26 · https://www.x.com/sama/status/2114818620782248024
• Anthropic内部系统被AI攻破，员工薪酬全曝光了
36氪 · 2026-10-27 · https://www.36kr.com/p/4043870024258436
• OpenAI掀翻计算机科学30年基石，还解决了挂谷猜想
36氪 · 2026-10-27 · https://www.36kr.com/p/4043779895628933
【具身智能模型】
• Genie 4: A new generation of world simulation
Google DeepMind · 2026-10-27 · https://deepmind.google/blog/genie-4-a-new-generation-of-world-simulation/
• Google’s Genie 4 world model adds audio, more realistic worlds, and real-time st
techcrunch-ai · 2026-10-27 · https://techcrunch.com/2026/10/27/googles-genie-4-world-model-adds-audio-more-realistic-worlds-and-real-time-steering/
• Google Upgrades AI World Model That Rattled Video Game Stocks
bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/articles/2026-10-27/google-upgrades-ai-world-model-that-rattled-video-game-stocks
【智能驾驶】
• Musk declares Tesla Robotaxi win over Waymo, but Waymo still drives 7x more
electrek · 2026-10-27 · https://electrek.co/2026/10/27/musk-robotaxi-victory-waymo-austin-miles/
• 文远知行启动全球保险合作计划，为 L4 级自动驾驶护航
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/651.htm
• 深蓝 S09 车型 OTA V5.4 版本上线：首批搭载华为乾崑 ADS Max V5.0.2
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/650.htm
• GOOD NEWS 🇱🇻 Latvia has approved Tesla FSD (Supervised), becoming the 10th EU co
x-ming-tesla · 2026-10-26 · https://www.x.com/tslaming/status/2114677514769752170
【机器人硬件】
• BOOM 🚨 @elonmusk is cooking up some insane scenarios for the next Optimus demo—f
x-ming-tesla · 2026-10-27 · https://www.x.com/tslaming/status/2114955502849233220
• ICE plan to buy robot dogs spurs protest from hundreds of Boston Dynamics employ
arstechnica · 2026-10-26 · https://arstechnica.com/ai/2026/10/boston-dynamics-employees-want-to-block-sale-of-robot-dogs-to-ice/
【AI 消费硬件与脑机】
• XREAL 1 Pro+ 智能眼镜国行发售：峰值亮度提升至 1200 尼特、鼻托结构重新设计，3499 元
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/636.htm
• 高通联手 Anduril 推出 BlueChip 笔记本电脑：约 90% 零部件来自美国及其盟友，瞄准军方与政府客户
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/662.htm
• Anduril and Qualcomm Plan US Supply Chain Laptop
bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/videos/2026-10-27/anduril-and-qualcomm-plan-us-supply-chain-laptop-video
• Apple's iMac with M6 arrives promising a 'huge leap' in AI performance
engadget · 2026-10-27 · https://www.engadget.com/2298132/apples-imac-with-m6-arrives-promising-a-huge-leap-in-ai-performance/
• Apple has updated the 14-inch MacBook Pro with an M6 chip
engadget · 2026-10-27 · https://www.engadget.com/2298120/apple-has-updated-the-14-inch-macbook-pro-with-an-m6-chip/
【AI Agent】
• 中国版Muse来了！蚂蚁灵光2.0领跑Personal Agent赛道
36氪 · 2026-10-27 · https://www.36kr.com/p/4043978243953537
• 顶刊给“ AI医生”正名：会诊准确率高出人类一大截
36氪 · 2026-10-27 · https://www.36kr.com/p/4043921905751688
• How OpenAI turned its coding tools into dots, an always-on personal assistant
techcrunch-ai · 2026-10-27 · https://techcrunch.com/2026/10/26/how-openai-turned-its-coding-tools-into-dots-an-always-on-personal-assistant/
• Agent下半场生死局：“上下文”成为新的价值衡量基线
36氪 · 2026-10-27 · https://www.36kr.com/p/4043941181265541
• Meta AI 负责人罗希特 · 帕特尔离职创业，打造微软 Office 替代方案 Ndoc
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/696.htm
【💰 财经动态】
• Anthropic：甩掉 “吞金兽”；转身成 “房奴”，万亿长征路还远
36氪 · 2026-10-27 · https://www.36kr.com/p/4043793903228034
• 从Anthropic招股书，再看智谱和MiniMax的增长、估值和长期叙事
36氪 · 2026-10-27 · https://www.36kr.com/p/4043698696066180
• Anthropic IPO Filing Reveals $417 Billion in Future AI Spending
bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/newsletters/2026-10-27/anthropic-ipo-filing-reveals-417-billion-in-future-ai-spending
• 继英伟达 30 亿美元之后：AMD 也宣布向 Meta 投资 10 亿美元深化 AI 基础设施合作，覆盖 EPYC、Instinct GPU、ROCm 软件
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/676.htm
• Intel to Buy Quantum Startup Classiq for About $2.3 Billion
bloomberg-tech · 2026-10-26 · https://www.bloomberg.com/news/articles/2026-10-26/intel-to-buy-israeli-startup-classiq-in-quantum-computing-push
• 同一门"卖Token"的生意：一家自述已跨过成本线，头部的毛利率是-24%
36氪 · 2026-10-27 · https://www.36kr.com/p/4043709773059971
• 中微半导体 2026 年前三季度归母净利润 1.62 亿元，营收 10.99 亿元同比增长 42.23%
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/665.htm
【AI 基础设施】
• Oracle to Offer Cerebras Computers in AI Cloud Service
bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/articles/2026-10-27/oracle-to-offer-cerebras-systems-computers-in-ai-cloud-service
• 受内存涨价影响，曝三星计划减产 20% Galaxy A 系中低端手机
IT之家 · 2026-10-26 · https://www.ithome.com/1/018/165.htm
【大模型】
• OpenAI新模型降价，中国大模型的“便宜”要失灵了？
36氪 · 2026-10-27 · https://www.36kr.com/p/4043827057186438
• Introducing GPT-6.1 Terra
OpenAI Blog · 2026-10-26 · https://openai.com/index/introducing-gpt-6-1-terra
• 6.1 Terra is here! It is good at a lot of things, but we are especially excited
x-sama · 2026-10-26 · https://www.x.com/sama/status/2114818620782248024
• Anthropic内部系统被AI攻破，员工薪酬全曝光了
36氪 · 2026-10-27 · https://www.36kr.com/p/4043870024258436
• OpenAI掀翻计算机科学30年基石，还解决了挂谷猜想
36氪 · 2026-10-27 · https://www.36kr.com/p/4043779895628933
【具身智能模型】
• Genie 4: A new generation of world simulation
Google DeepMind · 2026-10-27 · https://deepmind.google/blog/genie-4-a-new-generation-of-world-simulation/
• Google’s Genie 4 world model adds audio, more realistic worlds, and real-time st
techcrunch-ai · 2026-10-27 · https://techcrunch.com/2026/10/27/googles-genie-4-world-model-adds-audio-more-realistic-worlds-and-real-time-steering/
• Google Upgrades AI World Model That Rattled Video Game Stocks
bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/articles/2026-10-27/google-upgrades-ai-world-model-that-rattled-video-game-stocks
【智能驾驶】
• Musk declares Tesla Robotaxi win over Waymo, but Waymo still drives 7x more
electrek · 2026-10-27 · https://electrek.co/2026/10/27/musk-robotaxi-victory-waymo-austin-miles/
• 文远知行启动全球保险合作计划，为 L4 级自动驾驶护航
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/651.htm
• 深蓝 S09 车型 OTA V5.4 版本上线：首批搭载华为乾崑 ADS Max V5.0.2
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/650.htm
• GOOD NEWS 🇱🇻 Latvia has approved Tesla FSD (Supervised), becoming the 10th EU co
x-ming-tesla · 2026-10-26 · https://www.x.com/tslaming/status/2114677514769752170
【机器人硬件】
• BOOM 🚨 @elonmusk is cooking up some insane scenarios for the next Optimus demo—f
x-ming-tesla · 2026-10-27 · https://www.x.com/tslaming/status/2114955502849233220
• ICE plan to buy robot dogs spurs protest from hundreds of Boston Dynamics employ
arstechnica · 2026-10-26 · https://arstechnica.com/ai/2026/10/boston-dynamics-employees-want-to-block-sale-of-robot-dogs-to-ice/
【AI 消费硬件与脑机】
• XREAL 1 Pro+ 智能眼镜国行发售：峰值亮度提升至 1200 尼特、鼻托结构重新设计，3499 元
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/636.htm
• 高通联手 Anduril 推出 BlueChip 笔记本电脑：约 90% 零部件来自美国及其盟友，瞄准军方与政府客户
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/662.htm
• Anduril and Qualcomm Plan US Supply Chain Laptop
bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/videos/2026-10-27/anduril-and-qualcomm-plan-us-supply-chain-laptop-video
• Apple's iMac with M6 arrives promising a 'huge leap' in AI performance
engadget · 2026-10-27 · https://www.engadget.com/2298132/apples-imac-with-m6-arrives-promising-a-huge-leap-in-ai-performance/
• Apple has updated the 14-inch MacBook Pro with an M6 chip
engadget · 2026-10-27 · https://www.engadget.com/2298120/apple-has-updated-the-14-inch-macbook-pro-with-an-m6-chip/
【AI Agent】
• 中国版Muse来了！蚂蚁灵光2.0领跑Personal Agent赛道
36氪 · 2026-10-27 · https://www.36kr.com/p/4043978243953537
• 顶刊给“ AI医生”正名：会诊准确率高出人类一大截
36氪 · 2026-10-27 · https://www.36kr.com/p/4043921905751688
• How OpenAI turned its coding tools into dots, an always-on personal assistant
techcrunch-ai · 2026-10-27 · https://techcrunch.com/2026/10/26/how-openai-turned-its-coding-tools-into-dots-an-always-on-personal-assistant/
• Agent下半场生死局：“上下文”成为新的价值衡量基线
36氪 · 2026-10-27 · https://www.36kr.com/p/4043941181265541
• Meta AI 负责人罗希特 · 帕特尔离职创业，打造微软 Office 替代方案 Ndoc
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/696.htm
【💰 财经动态】
• Anthropic：甩掉 “吞金兽”；转身成 “房奴”，万亿长征路还远
36氪 · 2026-10-27 · https://www.36kr.com/p/4043793903228034
• 从Anthropic招股书，再看智谱和MiniMax的增长、估值和长期叙事
36氪 · 2026-10-27 · https://www.36kr.com/p/4043698696066180
• Anthropic IPO Filing Reveals $417 Billion in Future AI Spending
bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/newsletters/2026-10-27/anthropic-ipo-filing-reveals-417-billion-in-future-ai-spending
• 继英伟达 30 亿美元之后：AMD 也宣布向 Meta 投资 10 亿美元深化 AI 基础设施合作，覆盖 EPYC、Instinct GPU、ROCm 软件
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/676.htm
• Intel to Buy Quantum Startup Classiq for About $2.3 Billion
bloomberg-tech · 2026-10-26 · https://www.bloomberg.com/news/articles/2026-10-26/intel-to-buy-israeli-startup-classiq-in-quantum-computing-push
• 同一门"卖Token"的生意：一家自述已跨过成本线，头部的毛利率是-24%
36氪 · 2026-10-27 · https://www.36kr.com/p/4043709773059971
• 中微半导体 2026 年前三季度归母净利润 1.62 亿元，营收 10.99 亿元同比增长 42.23%
IT之家 · 2026-10-27 · https://www.ithome.com/1/018/665.htm