07/24 AI 日报

📋 今日要闻 · 2026-07-24
【AI 基础设施】
• AMD 即将推出新一代 AI 基础设施，与英伟达正面交锋
IT之家 · 2026-07-23 · https://www.ithome.com/0/980/847.htm
• 华为计算模组首次亮相 WAIC 2026 世界人工智能大会
IT之家 · 2026-07-23 · https://www.ithome.com/0/980/842.htm
【大模型】
• GPT-5.6推翻近30年数学猜想，全程对话公开：提示词只有58个单词？？？
36氪 · 2026-07-23 · https://www.36kr.com/p/3907657849361795
• 马斯克第三次喊「奇点已至」，AI三个月连破数学、安全两道墙
36氪 · 2026-07-23 · https://www.36kr.com/p/3908100846539904
• Advancing the next era of national science
OpenAI Blog · 2026-07-22 · https://openai.com/index/advancing-the-next-era-of-national-science
• $GOOGL now has 950M monthly Gemini users and processes 22B API tokens/min. Compa
x-serenity · 2026-07-22 · https://www.x.com/aleabitoreddit/status/2080031508656746874
【具身智能模型】
• 硅谷101 E244｜机器人走错路了？与苏度韩铮聊聊具身智能的3D数据、路径分野与硅谷竞赛
知识库精读 · 2026-07-23 · https://www.xiaoyuzhoufm.com/episode/6a58203adad7474f40ac62a2
• 网格智算：“不堆算力”的AI大脑如何填补林下场景空白 | 水下项目
36氪 · 2026-07-23 · https://www.36kr.com/p/3908027308823684
【智能驾驶】
• France won’t approve Tesla ‘FSD’ yet, wants EU-wide sign-off first
electrek · 2026-07-22 · https://electrek.co/2026/07/22/france-tesla-fsd-approval-tabarot-speeding/
• Tesla Autopilot and FSD crashes hit record 207 in a single month
electrek · 2026-07-22 · https://electrek.co/2026/07/22/tesla-adas-crashes-record-207-one-month/
• NHTSA targets Tesla’s ‘Radar Saves Us’ document in FSD crash probe
electrek · 2026-07-21 · https://electrek.co/2026/07/21/nhtsa-tesla-radar-saves-us-document-fsd-probe/
• Tesla’s 2026 Summer Update: auto navigation, Grok phone calls, Caraoke scoring,
electrek · 2026-07-21 · https://electrek.co/2026/07/21/tesla-2026-summer-update-release-notes/
• 理想汽车回应“新一代 L6 超充是否会伤电池”：正常用车周期内，衰减基本不用操心
IT之家 · 2026-07-21 · https://www.ithome.com/0/979/785.htm
【AI 消费硬件与脑机】
• 我国脑机接口领域迎重要突破，千人同步脑电采集技术发布
IT之家 · 2026-07-23 · https://www.ithome.com/0/980/841.htm
• OpenAI挖了苹果400人，又盯上了苹果身后的中国制造商
36氪 · 2026-07-22 · https://www.36kr.com/p/3906610073819017
• 面积仅 46mm²：xMEMS 发布全球最小主动式微型风扇 XMC-1200，专为 AR、XR 智能眼镜设计
IT之家 · 2026-07-21 · https://www.ithome.com/0/979/798.htm
【AI Agent】
• Launching Health in ChatGPT
OpenAI Blog · 2026-07-23 · https://openai.com/index/health-in-chatgpt
• Introducing OpenAI Presence
OpenAI Blog · 2026-07-22 · https://openai.com/index/introducing-openai-presence
• 疯了？前微软AI大牛花670万买下一家公司，只为让AI直接“上岗CEO”
36氪 · 2026-07-22 · https://www.36kr.com/p/3906491579880584
• 消息称腾讯整合 Workbuddy 与 QClaw 两款 AI 产品团队
IT之家 · 2026-07-22 · https://www.ithome.com/0/980/286.htm
• 让 Gemini 帮你填表，谷歌 Chrome 浏览器将升级自动填充功能
IT之家 · 2026-07-21 · https://www.ithome.com/0/979/776.htm
【💰 财经动态】
• Tesla (TSLA) crashes 12%, sheds $140B as Elon Musk’s ‘just trust me’ doesn’t hol
electrek · 2026-07-23 · https://electrek.co/2026/07/23/tesla-tsla-crashes-12-q2-2026-earnings-miss/
• AI烧钱太疯狂，特斯拉和谷歌二季度现金流罕见转负
36氪 · 2026-07-23 · https://www.36kr.com/p/3907821881250949
• In the second quarter, Tesla acquired an AI hardware company through an asset de
x-ming-tesla · 2026-07-23 · https://www.x.com/tslaming/status/2080244656856789005
• 光模块中报集体炸裂，AI行情里最扎实的一批公司是怎么赚到钱的
36氪 · 2026-07-23 · https://www.36kr.com/p/3906285866784391
• 五年亏掉356亿，商汤却要去太空建AI机房
36氪 · 2026-07-22 · https://www.36kr.com/p/3906498582878088
• AI chip startup Etched defies skeptics, hits $10.3B valuation from big-name inve
techcrunch-ai · 2026-07-23 · https://techcrunch.com/2026/07/23/ai-chip-startup-etched-defies-skeptics-hits-10-3b-valuation-from-big-name-investors/
• Menlo Ventures’ Matt Murphy explains what AI startups founders must do different
techcrunch-ai · 2026-07-22 · https://techcrunch.com/podcast/menlo-ventures-matt-murphy-explains-what-ai-startups-founders-must-do-differently/
• Alphabet’s Anthropic Stake Jumps to Around $124 Billion
bloomberg-tech · 2026-07-23 · https://www.bloomberg.com/news/articles/2026-07-23/alphabet-s-anthropic-stake-jumps-to-around-124-billion