08/25 AI日报｜NVIDIA 内存配置下调/汤森路透发布大模型/特斯拉获 Robotaxi 许可

📋 今日要闻 · 2026-08-25
【AI 基础设施】
• HBM MASSIVE CONTENT DOWNGRADE ALERT🚨🚨: Nvidia Rubin Ultra will ship with 192GB o
x-semianalysis · 2026-08-24 · https://www.x.com/SemiAnalysis_/status/2091994110911557679
• ACEMAGIC 推出 F2A 迷你主机：酷睿 Ultra X7 358H 处理器、32GB 内存
IT之家 · 2026-08-24 · https://www.ithome.com/0/993/758.htm
• 小米集团副总裁朱丹：芯片研发投入是为下一个十年买“入场券”
IT之家 · 2026-08-24 · https://www.ithome.com/0/993/753.htm
• Australia Data-Center Power Use Seen Jumping Sevenfold by 2036
bloomberg-tech · 2026-08-24 · https://www.bloomberg.com/news/articles/2026-08-24/australia-data-center-power-use-seen-jumping-sevenfold-by-2036
• Nvidia’s Trillion-Dollar Chip Market Has Friends and Foes Closing In
bloomberg-tech · 2026-08-24 · https://www.bloomberg.com/news/features/2026-08-24/nvidia-s-trillion-dollar-chip-market-has-friends-and-foes-closing-in
【大模型】
• 路透社母公司汤森路透花 4000 万美元研发 AI 模型，基于阿里千问
IT之家 · 2026-08-24 · https://www.ithome.com/0/993/738.htm
• RT by @elonmusk: Nvidia CEO Jensen Huang on Elon Musk and @xAI “Never been don
x-elonmusk · 2026-08-24 · https://www.x.com/teslaownersSV/status/2091714055442665567
• Advancing price-performance for developers with GPT‑5.6 in Kiro
OpenAI Blog · 2026-08-24 · https://openai.com/index/gpt-5-6-in-kiro
【智能驾驶】
• Watch Tesla FSD v14 Lite drive over a giant log without stopping
electrek · 2026-08-24 · https://electrek.co/2026/08/24/tesla-fsd-v14-1-lite-drove-over-log/
• BYD opens orders for its new flagship EV with over 1,000 km of range for under $
electrek · 2026-08-24 · https://electrek.co/2026/08/24/byd-opens-flagship-ev-orders-with-1000-km-range-under-40k/
• 特斯拉获内华达州批准，可部署最多 5000 辆 Robotaxi
IT之家 · 2026-08-22 · https://www.ithome.com/0/993/125.htm
• 蔚来李斌称中国汽车行业进入“决赛最残酷阶段”，接下来三五年最后的玩家差不多尘埃落定
IT之家 · 2026-08-23 · https://www.ithome.com/0/993/182.htm
【AI Agent】
• 字节系之外，RunningHub突围：顶级AI模型争夺「首发阵地」
36氪 · 2026-08-24 · https://www.36kr.com/p/3953368903580809
• 苹果 Apple Store 应用 AI 助手悄悄上线，目前处于早期预览状态
IT之家 · 2026-08-24 · https://www.ithome.com/0/993/742.htm
• How to use ChatGPT Work - and my top 10 tips for getting started with agentic AI
zdnet · 2026-08-24 · https://www.zdnet.com/article/how-to-use-chatgpt-work-and-my-top-tips/
• AgentX - InferenceXv3: Does CUDA Moat Hold up in Agentic Inferencing? $3 Millio
x-semianalysis · 2026-08-24 · https://www.x.com/SemiAnalysis_/status/2091687226291708116
【💰 财经动态】
• The Rising Price of the AI Race | Bloomberg Tech 8/24/2026
bloomberg-tech · 2026-08-24 · https://www.bloomberg.com/news/videos/2026-08-24/bloomberg-tech-8-24-2026-video
• $XPEV carves out its robotics unit and raises >$900M at $6.3B+ valuations. This
x-serenity · 2026-08-24 · https://www.x.com/aleabitoreddit/status/2091851831718879660
• 千里科技上半年营收 51.2 亿元：智驾业务覆盖 16 款车型、净利润大增 151%
IT之家 · 2026-08-24 · https://www.ithome.com/0/993/735.htm
• Porsche Inks $1.5 Billion AI Deal With India’s Tata Consultancy
bloomberg-tech · 2026-08-24 · https://www.bloomberg.com/news/articles/2026-08-24/porsche-inks-1-5-billion-ai-deal-with-india-s-tata-consultancy