07/25 AI 日报

📋 今日要闻 · 2026-07-25
【AI 基础设施】
• 蓝思科技与英特尔签署合作备忘录，重点关注玻璃通孔先进封装业务
IT之家 · 2026-07-24 · https://www.ithome.com/0/981/392.htm
• AMD Unveils New Products in Pursuit of $2 Trillion Market
bloomberg-tech · 2026-07-23 · https://www.bloomberg.com/news/articles/2026-07-23/amd-unveils-new-products-in-pursuit-of-2-trillion-opportunity
• Building AI infrastructure with the Effingham County community
OpenAI Blog · 2026-07-22 · https://openai.com/index/building-ai-infrastructure-with-the-effingham-county-community
• White House Official Says Moonshot Accessed Banned Nvidia Chips
bloomberg-tech · 2026-07-22 · https://www.bloomberg.com/news/articles/2026-07-22/white-house-official-says-moonshot-accessed-banned-nvidia-chips
【大模型】
• 蚂蚁集团发布百灵原生混合推理模型 Ling-3.0-flash：124B 总参数量，能力对标上一代旗舰 Ring-2.6-1T
IT之家 · 2026-07-24 · https://www.ithome.com/0/981/382.htm
• 新晋菲尔兹奖得主雅各布宣布加入OpenAI
36kr-newsflash · 2026-07-24 · https://36kr.com/newsflashes/3909592817833349?f=rss
• Anthropic launches Opus 5
techcrunch-ai · 2026-07-24 · https://techcrunch.com/2026/07/24/anthropic-launches-opus-5/
【具身智能模型】
• 我国成功发射两颗 AI 卫星：一颗能自己管自己，一颗在天上做气象预报
IT之家 · 2026-07-24 · https://www.ithome.com/0/981/300.htm
【智能驾驶】
• 零跑 D19 首次 OTA 开启推送，升级优化城市领航辅助 VLA
IT之家 · 2026-07-24 · https://www.ithome.com/0/981/360.htm
• 东风奕派 M8 上市：首批搭载华为乾崑智驾 ADS 5 Pro，限时权益价 16.58 万元起
IT之家 · 2026-07-23 · https://www.ithome.com/0/980/835.htm
• Tesla’s robotaxi promises are clashing with reality
theverge · 2026-07-23 · https://www.theverge.com/transportation/970003/tesla-robotaxi-mileage-waymo-cities-earnings-musk
• Tesla says ‘Robotaxi’ is expanding — its own chart shows it’s not
electrek · 2026-07-22 · https://electrek.co/2026/07/22/tesla-robotaxi-growth-flat-own-chart-q2-2026/
• Tesla still has no real plan for Hardware 3 owners promised FSD
electrek · 2026-07-23 · https://electrek.co/2026/07/22/tesla-hardware-3-fsd-no-plan-musk-earnings-call/
【机器人硬件】
• 宇树发布轮足机器人 As2-W：速度 6m/s、IP54 级防水、空载续航距离超 30km
IT之家 · 2026-07-24 · https://www.ithome.com/0/981/372.htm
• Robot snakes searched for Venezuela earthquake survivors in collapsed buildings
arstechnica · 2026-07-24 · https://arstechnica.com/gadgets/2026/07/robot-snakes-searched-for-venezuela-earthquake-survivors-in-collapsed-buildings/
• ChinaJoy26前瞻首发：硬科技扎堆、机器人跳舞，游戏展正在被AI重写
36氪 · 2026-07-23 · https://www.36kr.com/p/3907922137896834
【AI 消费硬件与脑机】
• Al手机大战，全面开打
36氪 · 2026-07-24 · https://www.36kr.com/p/3909564969342081
• Agent手机的三条路线与一场权力游戏
36氪 · 2026-07-24 · https://www.36kr.com/p/3909566283306372
• 小米新机入网：备案小米 MiMo、文心一言、DeepSeek、通义千问等多款大模型
IT之家 · 2026-07-24 · https://www.ithome.com/0/981/378.htm
• 卡住端侧AI的不是内存
36氪 · 2026-07-24 · https://www.36kr.com/p/3909363449451649
• 大厂挤爆AI宠物赛道：年轻人不想铲屎，只想要不死的赛博猫咪？
36氪 · 2026-07-24 · https://www.36kr.com/p/3909419897607301
【AI Agent】
• 亚马逊升级 Alexa+ AI 助手，可完成购物、餐厅预订、叫车等任务
IT之家 · 2026-07-24 · https://www.ithome.com/0/981/338.htm
• 赛马结束，大厂各寻Agent主心骨
36氪 · 2026-07-24 · https://www.36kr.com/p/3909509300556931
• Claude Agent突然大更新，狂塞500个技能，网友直呼疯狂
36氪 · 2026-07-23 · https://www.36kr.com/p/3907809216959622
• OpenAI's attack agent did exactly what it was told - just more relentlessly than
zdnet · 2026-07-23 · https://www.zdnet.com/article/openai-hugging-face-attack-agent/
【💰 财经动态】
• 消息称 AMD 与 Anthropic 签署数百亿美元芯片采购协议，并最高向 Anthropic 投资 50 亿美元
IT之家 · 2026-07-22 · https://www.ithome.com/0/980/309.htm
• $GOOGL updates FY 2026 capex guidance: To $195B-$205B. Up from $180B-$190B. Goog
x-serenity · 2026-07-22 · https://www.x.com/aleabitoreddit/status/2080035769062916479
• 英特尔 2026 财年第二财季营收 161 亿美元同比大增 25% 为 15 年以来最快增速：归母亏损 110.33 亿美元同比扩大 278.1%，代工部门营收
IT之家 · 2026-07-23 · https://www.ithome.com/0/980/876.htm
• 英伟达与 Amkor 达成 15 亿美元芯片封装协议，共拓美国先进 AI 封装产能
IT之家 · 2026-07-23 · https://www.ithome.com/0/980/882.htm