07/17 AI 日报

📋 今日要闻 · 2026-07-17
【AI 基础设施】
• 力成拟联手博通在新加坡设立面板级先进封装合资企业
IT之家 · 2026-07-16 · https://www.ithome.com/0/977/838.htm
• NVIDIA Introduces New Jetson Thor Computers to Advance Mainstream Robotics and E
NVIDIA Blog · 2026-07-15 · https://blogs.nvidia.com/blog/jetson-thor-robotics-edge-ai-agent/
• $AAPL looks to acquire AI chip companies for running AI (Source: The Information
x-serenity · 2026-07-15 · https://www.x.com/aleabitoreddit/status/2077421268991926703
• AI算力竞争逻辑正在重构，算力调优成关键变量
36kr-newsflash · 2026-07-17 · https://36kr.com/newsflashes/3898979768944515?f=rss
【大模型】
• Kimi 迄今最强旗舰模型“K3”上线，支持最高 1M 上下文
IT之家 · 2026-07-16 · https://www.ithome.com/0/977/787.htm
• Google Gemini Launch Delayed as Tech Falls Short of Internal Goals
bloomberg-tech · 2026-07-16 · https://www.bloomberg.com/news/articles/2026-07-16/google-gemini-launch-delayed-as-tech-falls-short-of-internal-goals
• Anthropic揭秘AI四大失控行为：泄密、删账、改分，还差点骗过人类
36氪 · 2026-07-16 · https://www.36kr.com/p/3898153712518785
• 不打榜的美国开源新王Inkling：975B原生多模态、仅用 1/3 Token 追平英伟达
36氪 · 2026-07-16 · https://www.36kr.com/p/3897932401985409
• Apple Intelligence finally gets regulatory approval in China
engadget · 2026-07-15 · https://www.engadget.com/2215606/apple-intelligence-finally-gets-regulatory-approval-in-china/
【具身智能模型】
• Why AMI Labs’ Alexandre LeBrun won’t call his AI ‘AGI’ or ‘superintelligence’
techcrunch-ai · 2026-07-16 · https://techcrunch.com/2026/07/16/why-ami-labs-alexandre-lebrun-wont-call-his-ai-agi-or-superintelligence/
【智能驾驶】
• 靳玉志：未来 5 年，华为乾崑在算力研发上将持续投入，达 700 到 800 亿元
IT之家 · 2026-07-16 · https://www.ithome.com/0/977/819.htm
• 华为靳玉志：预计今年年底，乾崑智驾 ADS 累计辅助驾驶里程将破 200 亿公里
IT之家 · 2026-07-16 · https://www.ithome.com/0/977/817.htm
• 中国无人车首入中亚，百度萝卜快跑将驶入哈萨克斯坦
IT之家 · 2026-07-16 · https://www.ithome.com/0/977/802.htm
• 小鹏 MONA L03 新车上市 7 分钟大定突破 2 万台，12.38 万元起
IT之家 · 2026-07-16 · https://www.ithome.com/0/977/792.htm
【机器人硬件】
• 小鹏汽车：将在今年实现首款飞行汽车量产，已收获超 7000 个订单全球最多
IT之家 · 2026-07-16 · https://www.ithome.com/0/977/766.htm
• Fear of humanoid robots spurs human workers to strike at Hyundai auto factory
arstechnica · 2026-07-16 · https://arstechnica.com/ai/2026/07/fear-of-humanoid-robots-spurs-human-workers-to-strike-at-hyundai-auto-factory/
• 震撼功夫巨星甄子丹：全球人形机器人自由格斗联赛揭幕战在深圳打响，头掉了还能打
IT之家 · 2026-07-16 · https://www.ithome.com/0/977/823.htm
【AI 消费硬件与脑机】
• 荣耀黄非晒 Robot Phone 新机 AI 功能，称对未来科技的想象真照进了现实
IT之家 · 2026-07-16 · https://www.ithome.com/0/977/816.htm
• 苹果据悉最快今秋推出OLED版iPad mini，明年更新入门版及iPad Air
36kr-newsflash · 2026-07-16 · https://36kr.com/newsflashes/3898506915202948?f=rss
• OpenAI's first branded hardware is... a light-up keyboard?
arstechnica · 2026-07-15 · https://arstechnica.com/ai/2026/07/openais-first-branded-hardware-is-a-light-up-keyboard/
• I've used the iOS 27 beta for a month: 7 ways the new Siri is dramatically bette
zdnet · 2026-07-14 · https://www.zdnet.com/article/public-beta-ios-27-siri-ai-hands-on-testing/
• AI正在搬空苹果——以及整个手机App时代
36氪 · 2026-07-14 · https://www.36kr.com/p/3895303588346760
【AI Agent】
• Yes, you can now order DoorDash from the command line
techcrunch-ai · 2026-07-16 · https://techcrunch.com/2026/07/16/yes-you-can-now-order-doordash-from-the-command-line/
• The agent security gap: 54% of enterprises have already had an AI agent incident
venturebeat-ai · 2026-07-16 · https://venturebeat.com/ai/the-agent-security-gap-54-of-enterprises-have-already-had-an-ai-agent-incident-and-most-still-let-agents-share-credentials
【💰 财经动态】
• 上市脚步临近，Anthropic据悉计划几周内召开IPO投资者会议
36kr-newsflash · 2026-07-16 · https://36kr.com/newsflashes/3898921880569737?f=rss
• DeepSeek冲刺IPO，“AI四小强”的估值都要重算了
36氪 · 2026-07-15 · https://www.36kr.com/p/3896477565191561
• 澜起科技：预计上半年净利润同比增长63.9%-81.2%
36kr-newsflash · 2026-07-16 · https://36kr.com/newsflashes/3898496655214464?f=rss
• $NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through
x-serenity · 2026-07-14 · https://www.x.com/aleabitoreddit/status/2077044786402660829