节目简介
来源：小宇宙
📋 今日要闻 · 2026-10-30
【AI 基础设施】
• 预制数据中心，突然火了
36氪 · 2026-10-29 · https://www.36kr.com/p/4046774031078537
• ALERT🚨: GB300 NVL72 @sgl_project can get close to 1000 tok/s/user on DeepSeek Fl
x-semianalysis · 2026-10-29 · https://www.x.com/SemiAnalysis_/status/2115821309137465536
• 从 AI 服务器 PCB 到五轴机床，国产工业母机订单已排到明年二季度
IT之家 · 2026-10-28 · https://www.ithome.com/1/019/228.htm
【大模型】
• 谷歌新模型拳打GPT脚踢Claude，却没打算让我们用
36氪 · 2026-10-29 · https://www.36kr.com/p/4046712869672835
• AI王座，一夜两度易主，神秘模型Obsidian 3泄露
36氪 · 2026-10-29 · https://www.36kr.com/p/4046769826354050
• Welcome Le Chonk: Mistral Large 4 on Hugging Face
Hugging Face · 2026-10-29 · https://huggingface.co/blog/mistral-large4
• Mistral releases weights for its trillion-parameter AI model, targeting cybersec
techcrunch-ai · 2026-10-29 · https://techcrunch.com/2026/10/29/mistral-releases-weights-for-its-trillion-parameter-ai-model-targeting-cybersecurity/
• Mistral’s Le Chonk is now a top open model for coding, ranking alongside Codex G
zdnet · 2026-10-29 · https://www.zdnet.com/innovation/mistral-large-4-weights-release/
【智能驾驶】
• 小米智驾调整，崔建伟接任王乃岩
知识库精读 · 2026-10-29 · https://mp.weixin.qq.com/s/13gq2gdAhQVTKP81ntMohg
• 13.98 万元起小鹏 MONA L05 上市：纯视觉智驾下放，纯电增程双动力
IT之家 · 2026-10-29 · https://www.ithome.com/1/019/750.htm
• Rivian expands joint venture with VW to include AI assistant
techcrunch-ai · 2026-10-29 · https://techcrunch.com/2026/10/29/rivian-expands-joint-venture-with-vw-to-include-ai-assistant/
• Ex-Tesla Autopilot head calls vision-only a ‘weird religious stance’
electrek · 2026-10-29 · https://electrek.co/2026/10/29/ex-tesla-autopilot-head-vision-only-weird-religious-stance/
【机器人硬件】
• 部署态加速，智元要打通物理AI全链路
36氪 · 2026-10-29 · https://www.36kr.com/p/4047032889800965
• Trump declares robot imports a national security threat
arstechnica · 2026-10-29 · https://arstechnica.com/gadgets/2026/10/trump-declares-robot-imports-a-national-security-threat/
【AI 消费硬件与脑机】
• Apple Launches M6 iMac, Entry MacBook Pro Ahead of Touch Laptop
bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/articles/2026-10-27/apple-launches-m6-imac-entry-macbook-pro-ahead-of-touch-laptop
• Apple announces touchscreen MacBook Pro with OLED display
arstechnica · 2026-10-28 · https://arstechnica.com/apple/2026/10/apple-announces-touchscreen-macbook-pro-with-oled-display/
• Thin, Light and Built for Everything: NVIDIA RTX Spark Windows Laptops Gain New
NVIDIA Blog · 2026-10-28 · https://blogs.nvidia.com/blog/local-ai-rtx-spark-laptops-updates-models-agents-games/
• The Xreal Aura smartglasses are now on sale for a discounted launch price
engadget · 2026-10-28 · https://www.engadget.com/2299633/the-xreal-aura-smartglasses-are-now-on-sale-for-a-discounted-launch-price/
• Amazon’s new Echo Studio gives Alexa+ an AI camera to see inside your home
zdnet · 2026-10-28 · https://www.zdnet.com/home-and-office/amazon-echo-studio-home-camera-2026-privacy-concerns/
【AI Agent】
• OpenAI and ServiceNow expand partnership across enterprise workflows
OpenAI Blog · 2026-10-28 · https://openai.com/index/openai-servicenow-partnership-expansion
【💰 财经动态】
• 7 美元控住 50.1% 投票权：Anthropic的真实面目
36氪 · 2026-10-28 · https://www.36kr.com/p/4044218104698503
• “抢钱者”联盟：AI巨头开启资本大逃杀
36氪 · 2026-10-27 · https://www.36kr.com/p/4043828032542343
• 谷歌创历史最大单日跌幅
知识库精读 · 2026-10-29 · https://mp.weixin.qq.com/s/ph80meIzhzIVFRh_ScPxBw
• 宇树上市后的首份财报：净利润涨了270%，王兴兴开始加码AI
知识库精读 · 2026-10-29 · https://mp.weixin.qq.com/s/XZaGyra2pDwA9uYIsAGr8g
• 借钱搞 AI：消息称微软计划通过美国债券发行至少筹资 250 亿美元
IT之家 · 2026-10-29 · https://www.ithome.com/1/019/753.htm
• Samsung Electronics Announces Third Quarter 2026 Results
samsung-newsroom · 2026-10-29 · https://news.samsung.com/global/samsung-electronics-announces-third-quarter-2026-results
• Breaking Down Amazon's Third-Quarter Earnings
bloomberg-tech · 2026-10-29 · https://www.bloomberg.com/news/videos/2026-10-29/breaking-down-amazon-s-third-quarter-earnings-video
【AI 基础设施】
• 预制数据中心，突然火了
36氪 · 2026-10-29 · https://www.36kr.com/p/4046774031078537
• ALERT🚨: GB300 NVL72 @sgl_project can get close to 1000 tok/s/user on DeepSeek Fl
x-semianalysis · 2026-10-29 · https://www.x.com/SemiAnalysis_/status/2115821309137465536
• 从 AI 服务器 PCB 到五轴机床，国产工业母机订单已排到明年二季度
IT之家 · 2026-10-28 · https://www.ithome.com/1/019/228.htm
【大模型】
• 谷歌新模型拳打GPT脚踢Claude，却没打算让我们用
36氪 · 2026-10-29 · https://www.36kr.com/p/4046712869672835
• AI王座，一夜两度易主，神秘模型Obsidian 3泄露
36氪 · 2026-10-29 · https://www.36kr.com/p/4046769826354050
• Welcome Le Chonk: Mistral Large 4 on Hugging Face
Hugging Face · 2026-10-29 · https://huggingface.co/blog/mistral-large4
• Mistral releases weights for its trillion-parameter AI model, targeting cybersec
techcrunch-ai · 2026-10-29 · https://techcrunch.com/2026/10/29/mistral-releases-weights-for-its-trillion-parameter-ai-model-targeting-cybersecurity/
• Mistral’s Le Chonk is now a top open model for coding, ranking alongside Codex G
zdnet · 2026-10-29 · https://www.zdnet.com/innovation/mistral-large-4-weights-release/
【智能驾驶】
• 小米智驾调整，崔建伟接任王乃岩
知识库精读 · 2026-10-29 · https://mp.weixin.qq.com/s/13gq2gdAhQVTKP81ntMohg
• 13.98 万元起小鹏 MONA L05 上市：纯视觉智驾下放，纯电增程双动力
IT之家 · 2026-10-29 · https://www.ithome.com/1/019/750.htm
• Rivian expands joint venture with VW to include AI assistant
techcrunch-ai · 2026-10-29 · https://techcrunch.com/2026/10/29/rivian-expands-joint-venture-with-vw-to-include-ai-assistant/
• Ex-Tesla Autopilot head calls vision-only a ‘weird religious stance’
electrek · 2026-10-29 · https://electrek.co/2026/10/29/ex-tesla-autopilot-head-vision-only-weird-religious-stance/
【机器人硬件】
• 部署态加速，智元要打通物理AI全链路
36氪 · 2026-10-29 · https://www.36kr.com/p/4047032889800965
• Trump declares robot imports a national security threat
arstechnica · 2026-10-29 · https://arstechnica.com/gadgets/2026/10/trump-declares-robot-imports-a-national-security-threat/
【AI 消费硬件与脑机】
• Apple Launches M6 iMac, Entry MacBook Pro Ahead of Touch Laptop
bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/articles/2026-10-27/apple-launches-m6-imac-entry-macbook-pro-ahead-of-touch-laptop
• Apple announces touchscreen MacBook Pro with OLED display
arstechnica · 2026-10-28 · https://arstechnica.com/apple/2026/10/apple-announces-touchscreen-macbook-pro-with-oled-display/
• Thin, Light and Built for Everything: NVIDIA RTX Spark Windows Laptops Gain New
NVIDIA Blog · 2026-10-28 · https://blogs.nvidia.com/blog/local-ai-rtx-spark-laptops-updates-models-agents-games/
• The Xreal Aura smartglasses are now on sale for a discounted launch price
engadget · 2026-10-28 · https://www.engadget.com/2299633/the-xreal-aura-smartglasses-are-now-on-sale-for-a-discounted-launch-price/
• Amazon’s new Echo Studio gives Alexa+ an AI camera to see inside your home
zdnet · 2026-10-28 · https://www.zdnet.com/home-and-office/amazon-echo-studio-home-camera-2026-privacy-concerns/
【AI Agent】
• OpenAI and ServiceNow expand partnership across enterprise workflows
OpenAI Blog · 2026-10-28 · https://openai.com/index/openai-servicenow-partnership-expansion
【💰 财经动态】
• 7 美元控住 50.1% 投票权：Anthropic的真实面目
36氪 · 2026-10-28 · https://www.36kr.com/p/4044218104698503
• “抢钱者”联盟：AI巨头开启资本大逃杀
36氪 · 2026-10-27 · https://www.36kr.com/p/4043828032542343
• 谷歌创历史最大单日跌幅
知识库精读 · 2026-10-29 · https://mp.weixin.qq.com/s/ph80meIzhzIVFRh_ScPxBw
• 宇树上市后的首份财报：净利润涨了270%，王兴兴开始加码AI
知识库精读 · 2026-10-29 · https://mp.weixin.qq.com/s/XZaGyra2pDwA9uYIsAGr8g
• 借钱搞 AI：消息称微软计划通过美国债券发行至少筹资 250 亿美元
IT之家 · 2026-10-29 · https://www.ithome.com/1/019/753.htm
• Samsung Electronics Announces Third Quarter 2026 Results
samsung-newsroom · 2026-10-29 · https://news.samsung.com/global/samsung-electronics-announces-third-quarter-2026-results
• Breaking Down Amazon's Third-Quarter Earnings
bloomberg-tech · 2026-10-29 · https://www.bloomberg.com/news/videos/2026-10-29/breaking-down-amazon-s-third-quarter-earnings-video