08/11 AI日报｜五线小城算力争夺/Kimi K3引爆价格战/AI入口开始收费

📋 今日要闻 · 2026-08-11
【AI 基础设施】
• DeepSeek们下一场战争，在这座五线小城悄悄开打
36氪 · 2026-08-11 · https://www.36kr.com/p/3934946693027721
• Why Scaling AI Compute Performance Requires a New Power Architecture
NVIDIA Blog · 2026-08-11 · https://blogs.nvidia.com/blog/800-vdc-power-architecture-ai-factory/
• Musk’s Terafab chip plant will run on gas, not Tesla solar
electrek · 2026-08-10 · https://electrek.co/2026/08/10/musk-terafab-gas-power-not-tesla-solar/
【大模型】
• 他震惊了硅谷，却每天起床都觉得公司要挂了
36氪 · 2026-08-11 · https://www.36kr.com/p/3935046052052096
• 谷歌创始人布林紧急接管Gemini团队，但“3.5 Pro已被取消”
36氪 · 2026-08-11 · https://www.36kr.com/p/3934970649361800
• 消息称英伟达开发万亿参数开源 AI 模型 Nemotron 4，目标挑战全球顶级
IT之家 · 2026-08-11 · https://www.ithome.com/0/988/524.htm
• Expanding Daybreak as the Cyber Defense Window Narrows
OpenAI Blog · 2026-08-10 · https://openai.com/index/expanding-daybreak-as-the-cyber-defense-window-narrows
【智能驾驶】
• 何小鹏谈电池和自动驾驶新国标：确保不只有长板，更重要的是没有短板
IT之家 · 2026-08-11 · https://www.ithome.com/0/988/517.htm
• 奕境 X9 大六座 SUV 首秀华为鸿蒙座舱 6，多屏流转玩法公开
IT之家 · 2026-08-11 · https://www.ithome.com/0/988/516.htm
• Tesla unveils first Cybercab with Starlink antenna integrated
electrek · 2026-08-10 · https://electrek.co/2026/08/10/tesla-first-cybercab-starlink-integration/
• 25.98 万元，小鹏 G9L 开启预售
IT之家 · 2026-08-11 · https://www.ithome.com/0/988/490.htm
【机器人硬件】
• We lab-tested Ecovac's next-gen robot mop - here's where it shines (and struggle
zdnet · 2026-08-10 · https://www.zdnet.com/article/deebot-x12-omnicyclone-review-ecovacs-robot-vacuum/
【AI 消费硬件与脑机】
• 手掌、桌面与车轮，端侧AI打响“入口之战”
36氪 · 2026-08-11 · https://www.36kr.com/p/3934690347619973
• 含 iPhone Ultra、iPhone 18 Pro 等，六款未发布的苹果 iPhone 新机首度现身 iOS 27 系统代码
IT之家 · 2026-08-11 · https://www.ithome.com/0/988/508.htm
• Valve slowly expands SteamOS support on non-Valve hardware
arstechnica · 2026-08-10 · https://arstechnica.com/gaming/2026/08/valve-slowly-expands-steamos-support-on-non-valve-hardware/
• Apple may introduce a photo authentication tool in iOS 27
engadget · 2026-08-10 · https://www.engadget.com/2234108/apple-may-introduce-a-photo-authentication-tool-in-ios-27/
【AI Agent】
• Meta重返开源，30B本地Agent塞进24GB显存，LeCun火速力挺
36氪 · 2026-08-11 · https://www.36kr.com/p/3934970796408192
• NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard Deliver Faster, Smarter, More
NVIDIA Blog · 2026-08-11 · https://blogs.nvidia.com/blog/nemotron-lightning-switchyard-rtx-dgx/
• Tech industry is buzzing after a Claude agent hacked into a gym
techcrunch-ai · 2026-08-10 · https://techcrunch.com/2026/08/10/tech-industry-is-buzzing-after-a-claude-agent-hacked-into-a-gym/
• 别再所有人平分AI算力：顶级模型给资深工程师才省钱，新人刷题式成长已失效
36氪 · 2026-08-11 · https://www.36kr.com/p/3934962155158657
• AI 入口，开始收费
36氪 · 2026-08-11 · https://www.36kr.com/p/3934958113947009
【💰 财经动态】
• 马斯克要让 Cursor「消失」了
知识库精读 · 2026-08-09
• Woah, $RIOT announced a $9.1B deal with Anthropic, with a possible contract exte
x-serenity · 2026-08-11 · https://www.x.com/aleabitoreddit/status/2086988264448409739
• Intel Raises $20 Billion in Upsized Share Sale for AI Plans
bloomberg-tech · 2026-08-10 · https://www.bloomberg.com/news/articles/2026-08-10/intel-is-said-to-near-share-sale-upsize-to-raise-20-billion
• 网上中签率 0.018% 仅为长鑫 3.8%：“人形机器人第一股”宇树科技公布中签结果，超 978 万户参与申购
IT之家 · 2026-08-11 · https://www.ithome.com/0/988/502.htm
【🎙️ 关键人物：孟凡青】
• 42章经｜从蒸馏到合成数据到 RSI，模型竞争的下一个焦点是什么？对谈 Evolvent AI 联创孟繁青
知识库精读 · 2026-08-09 · https://www.xiaoyuzhoufm.com/episode/6a75424b000a55a9bb042560