节目简介
来源：小宇宙
📋 今日要闻 · 2026-11-08
【AI 基础设施】
• 风口浪尖的数据中心，开始放低姿态
36氪 · 2026-11-07 · https://www.36kr.com/p/4059211837003656
• There is no end in sight for the GPU supply problem
engadget · 2026-11-07 · https://www.engadget.com/2309554/gpu-supply-problem-no-end-in-sight/
• Brightspeed 与英伟达洽谈，计划将 130 多座老旧电信建筑改造为小型数据中心
IT之家 · 2026-11-06 · https://www.ithome.com/1/023/543.htm
【大模型】
• Anthropic最强Model 4首次曝光：RSI狂飙2倍速
36氪 · 2026-11-07 · https://www.36kr.com/p/4058973865825161
• A\三大内部模型曝光，领先Opus5.5三个月，RSI缩短80%实验时间
36氪 · 2026-11-06 · https://www.36kr.com/p/4058140801373065
• 谷歌在美国遭家长起诉：Gemini 被指协助 13 岁女孩制定轻生计划
IT之家 · 2026-11-07 · https://www.ithome.com/1/023/765.htm
• 刚刚，Gemini Omini 1.2登顶了，360p视频每秒0.07美元，还能升4K
36氪 · 2026-11-06 · https://www.36kr.com/p/4058140931822721
• After DeepSeek V4.1 Flash, Xiaomi MiMo is moving to a causal encoder-decoder for
x-semianalysis · 2026-11-07 · https://www.x.com/SemiAnalysis_/status/2119142144749293863
【具身智能模型】
• 苹果披露人形机器人 HALO 系统：调用千问模型在宇树 G1 上验证，单项任务平均成功率 91%
IT之家 · 2026-11-07 · https://www.ithome.com/1/023/767.htm
【智能驾驶】
• 全新红旗 H9 预售：华为乾崑 ADS 5 高阶版加持，32.98 万-41.98 万元
IT之家 · 2026-11-07 · https://www.ithome.com/1/023/796.htm
• 回顾特斯拉 Cybertruck 坎坷旅程：车窗破裂、长期跳票、11 次召回……
IT之家 · 2026-11-07 · https://www.ithome.com/1/023/795.htm
• Good riddance, Cybertruck!
theverge · 2026-11-07 · https://www.theverge.com/transportation/1029460/elon-musk-cybertruck-death-election-backlash
• RT by @elonmusk: There are efficiency improvements coming that will allow for a
x-elonmusk · 2026-11-07 · https://www.x.com/elonmusk/status/2119152839813456261
【机器人硬件】
• Optimus Gen 3 将在硅谷峰会正式首秀：首秀门票超万元
知识库精读 · 2026-11-06 · https://mp.weixin.qq.com/s/2rwMLVhisGtvQz2ExKYssg
【AI 消费硬件与脑机】
• Google's eyewear partners can't keep a lid on its smart glasses plans
engadget · 2026-11-06 · https://www.engadget.com/2309631/googles-eyewear-partners-cant-keep-a-lid-on-its-smart-glasses-plans/
【AI Agent】
• GitHub 推出新 Git 存储架构：内部测试单个代码仓库支持 5000 个智能体同时协作，每秒处理 7200 次推送
IT之家 · 2026-11-07 · https://www.ithome.com/1/023/823.htm
• 爱彼迎 Airbnb 计划明年推出 AI 智能体，帮助用户规划旅行
IT之家 · 2026-11-06 · https://www.ithome.com/1/023/498.htm
• Airbnb says it’s launching an AI travel agent in the first half of 2027
techcrunch-ai · 2026-11-05 · https://techcrunch.com/2026/11/05/airbnb-says-its-launching-an-ai-travel-agent-in-the-first-half-of-2027/
• Airbnb is threatening to launch an AI travel agent next year
engadget · 2026-11-06 · https://www.engadget.com/2308832/airbnb-ai-travel-agent-2027-launch/
【股市动态】
• OpenAI, Arm and Qualcomm executives react to post-midterm AI sell-off
cnbc-top-news · 2026-11-06 · https://www.cnbc.com/2026/11/06/tech-executives-ai-data-center-selloff-midterms.html
【💰 财经动态】
• 刚刚，OpenAI被曝完成110亿美元融资，CFO：数据中心还会继续建
36氪 · 2026-11-07 · https://www.36kr.com/p/4058879839359873
• OpenAI reportedly raises an additional $11 billion at a $1.25 trillion valuation
techcrunch-ai · 2026-11-06 · https://techcrunch.com/2026/11/06/openai-reportedly-raises-an-additional-11-billion-at-a-1-25-trillion-valuation/
• OpenAI valued at $1.25 trillion, as rival Anthropic nears its IPO
theverge · 2026-11-06 · https://www.theverge.com/ai-artificial-intelligence/1029380/openai-1-25-trillion-investment-valuation
• Investors brace for lower Anthropic valuation, calling $1.5 trillion a 'stretch'
cnbc-top-news · 2026-11-06 · https://www.cnbc.com/2026/11/06/investors-brace-for-anthropic-valuation-1point5-trillion-a-stretch.html
• Anthropic IPO meets AI backlash after midterms show stinging rebuke of data cent
cnbc-top-news · 2026-11-07 · https://www.cnbc.com/2026/11/07/anthropic-ipo-ai-data-center-backlash.html
• Agility Robotics' Nasdaq debut invites scrutiny of humanoid robot market
arstechnica · 2026-11-05 · https://arstechnica.com/ai/2026/11/agility-robotics-nasdaq-debut-invites-scrutiny-of-humanoid-robot-market/
• Meta chief strategy officer Dave Wehner leaves to join AI infrastructure startup
cnbc-top-news · 2026-11-07 · https://www.cnbc.com/2026/11/07/dave-wehner-meta-fireworks-cfo.html
• AI资本投入接近3000亿，互联网大厂抢着买“赛博永生的门票”
36氪 · 2026-11-06 · https://www.36kr.com/p/4058156403234691
【AI 基础设施】
• 风口浪尖的数据中心，开始放低姿态
36氪 · 2026-11-07 · https://www.36kr.com/p/4059211837003656
• There is no end in sight for the GPU supply problem
engadget · 2026-11-07 · https://www.engadget.com/2309554/gpu-supply-problem-no-end-in-sight/
• Brightspeed 与英伟达洽谈，计划将 130 多座老旧电信建筑改造为小型数据中心
IT之家 · 2026-11-06 · https://www.ithome.com/1/023/543.htm
【大模型】
• Anthropic最强Model 4首次曝光：RSI狂飙2倍速
36氪 · 2026-11-07 · https://www.36kr.com/p/4058973865825161
• A\三大内部模型曝光，领先Opus5.5三个月，RSI缩短80%实验时间
36氪 · 2026-11-06 · https://www.36kr.com/p/4058140801373065
• 谷歌在美国遭家长起诉：Gemini 被指协助 13 岁女孩制定轻生计划
IT之家 · 2026-11-07 · https://www.ithome.com/1/023/765.htm
• 刚刚，Gemini Omini 1.2登顶了，360p视频每秒0.07美元，还能升4K
36氪 · 2026-11-06 · https://www.36kr.com/p/4058140931822721
• After DeepSeek V4.1 Flash, Xiaomi MiMo is moving to a causal encoder-decoder for
x-semianalysis · 2026-11-07 · https://www.x.com/SemiAnalysis_/status/2119142144749293863
【具身智能模型】
• 苹果披露人形机器人 HALO 系统：调用千问模型在宇树 G1 上验证，单项任务平均成功率 91%
IT之家 · 2026-11-07 · https://www.ithome.com/1/023/767.htm
【智能驾驶】
• 全新红旗 H9 预售：华为乾崑 ADS 5 高阶版加持，32.98 万-41.98 万元
IT之家 · 2026-11-07 · https://www.ithome.com/1/023/796.htm
• 回顾特斯拉 Cybertruck 坎坷旅程：车窗破裂、长期跳票、11 次召回……
IT之家 · 2026-11-07 · https://www.ithome.com/1/023/795.htm
• Good riddance, Cybertruck!
theverge · 2026-11-07 · https://www.theverge.com/transportation/1029460/elon-musk-cybertruck-death-election-backlash
• RT by @elonmusk: There are efficiency improvements coming that will allow for a
x-elonmusk · 2026-11-07 · https://www.x.com/elonmusk/status/2119152839813456261
【机器人硬件】
• Optimus Gen 3 将在硅谷峰会正式首秀：首秀门票超万元
知识库精读 · 2026-11-06 · https://mp.weixin.qq.com/s/2rwMLVhisGtvQz2ExKYssg
【AI 消费硬件与脑机】
• Google's eyewear partners can't keep a lid on its smart glasses plans
engadget · 2026-11-06 · https://www.engadget.com/2309631/googles-eyewear-partners-cant-keep-a-lid-on-its-smart-glasses-plans/
【AI Agent】
• GitHub 推出新 Git 存储架构：内部测试单个代码仓库支持 5000 个智能体同时协作，每秒处理 7200 次推送
IT之家 · 2026-11-07 · https://www.ithome.com/1/023/823.htm
• 爱彼迎 Airbnb 计划明年推出 AI 智能体，帮助用户规划旅行
IT之家 · 2026-11-06 · https://www.ithome.com/1/023/498.htm
• Airbnb says it’s launching an AI travel agent in the first half of 2027
techcrunch-ai · 2026-11-05 · https://techcrunch.com/2026/11/05/airbnb-says-its-launching-an-ai-travel-agent-in-the-first-half-of-2027/
• Airbnb is threatening to launch an AI travel agent next year
engadget · 2026-11-06 · https://www.engadget.com/2308832/airbnb-ai-travel-agent-2027-launch/
【股市动态】
• OpenAI, Arm and Qualcomm executives react to post-midterm AI sell-off
cnbc-top-news · 2026-11-06 · https://www.cnbc.com/2026/11/06/tech-executives-ai-data-center-selloff-midterms.html
【💰 财经动态】
• 刚刚，OpenAI被曝完成110亿美元融资，CFO：数据中心还会继续建
36氪 · 2026-11-07 · https://www.36kr.com/p/4058879839359873
• OpenAI reportedly raises an additional $11 billion at a $1.25 trillion valuation
techcrunch-ai · 2026-11-06 · https://techcrunch.com/2026/11/06/openai-reportedly-raises-an-additional-11-billion-at-a-1-25-trillion-valuation/
• OpenAI valued at $1.25 trillion, as rival Anthropic nears its IPO
theverge · 2026-11-06 · https://www.theverge.com/ai-artificial-intelligence/1029380/openai-1-25-trillion-investment-valuation
• Investors brace for lower Anthropic valuation, calling $1.5 trillion a 'stretch'
cnbc-top-news · 2026-11-06 · https://www.cnbc.com/2026/11/06/investors-brace-for-anthropic-valuation-1point5-trillion-a-stretch.html
• Anthropic IPO meets AI backlash after midterms show stinging rebuke of data cent
cnbc-top-news · 2026-11-07 · https://www.cnbc.com/2026/11/07/anthropic-ipo-ai-data-center-backlash.html
• Agility Robotics' Nasdaq debut invites scrutiny of humanoid robot market
arstechnica · 2026-11-05 · https://arstechnica.com/ai/2026/11/agility-robotics-nasdaq-debut-invites-scrutiny-of-humanoid-robot-market/
• Meta chief strategy officer Dave Wehner leaves to join AI infrastructure startup
cnbc-top-news · 2026-11-07 · https://www.cnbc.com/2026/11/07/dave-wehner-meta-fireworks-cfo.html
• AI资本投入接近3000亿，互联网大厂抢着买“赛博永生的门票”
36氪 · 2026-11-06 · https://www.36kr.com/p/4058156403234691