节目简介
来源：小宇宙
📋 今日要闻 · 2026-11-07
【AI 基础设施】
• Microsoft Winding Down Oracle Deal to Rent AI Cloud Capacity
bloomberg-tech · 2026-11-06 · https://www.bloomberg.com/news/articles/2026-11-06/microsoft-is-winding-down-oracle-deal-to-rent-ai-cloud-capacity
• Day-0 支持：摩尔线程完成 3 万亿级参数 Kimi-K3.1 Pro 适配，支持文本与图片推理
IT之家 · 2026-11-06 · https://www.ithome.com/1/023/561.htm
• Meta warns that election backlash against data centers could make AI expansion h
techcrunch-ai · 2026-11-05 · https://techcrunch.com/2026/11/05/metas-warns-that-election-backlash-against-data-centers-could-make-ai-expansion-harder/
• OpenAI says it will protect local resources and report on the impact of its data
engadget · 2026-11-05 · https://www.engadget.com/2307590/openai-says-it-will-protect-local-resources-and-report-on-the-impact-of-its-data-centers/
【大模型】
• Thinking Machines’ new model takes the lead in western open-weight AI
zdnet · 2026-11-06 · https://www.zdnet.com/innovation/thinking-machines-inkling-2-small-open-weight/
• RT by @sama: Today’s GPT-6 Cyber release is a meaningful step for defenders: str
x-sama · 2026-11-05 · https://www.x.com/fouadmatin/status/2118429823244935257
【智能驾驶】
• Tesla to wind down Cybertruck production in Texas next year to ramp Cybercab, Mu
cnbc-top-news · 2026-11-06 · https://www.cnbc.com/2026/11/06/tesla-cybertruck-texas-musk.html
• Elon Musk appears to signal the end of the road for Cybertruck
bbc-tech · 2026-11-06 · https://www.bbc.co.uk/news/articles/cq1j33w7d232o?at_medium=RSS&at_campaign=rss
【机器人硬件】
• 智元发布灵犀 X2 焕新版机器人，可用于展馆文旅、导览导购、服务零售、文娱商演等场景
IT之家 · 2026-11-06 · https://www.ithome.com/1/023/497.htm
【AI Agent】
• ShopifyCEO最新判断：AI正在前移购物决策，传统广告模式可能玩不转了
36氪 · 2026-11-05 · https://www.36kr.com/p/4056805875012737
• Google is ditching Firebase Studio soon, and it wants you to use its newer AI to
engadget · 2026-11-05 · https://www.engadget.com/2308541/google-is-ditching-firebase-studio-soon-and-it-wants-you-to-use-its-newer-ai-tools-instead/
• Introducing Personal Finance in Claude, in beta in the US. Connect the accounts
x-claude · 2026-11-05 · https://www.x.com/claudeai/status/2118403114890137895
【股市动态】
• Market sell-off hits hard: Advisors say 'stay the course with an eye on buying'
cnbc-top-news · 2026-11-06 · https://www.cnbc.com/2026/11/06/market-sell-off-hits-hard-advisors-say-stay-the-course-with-an-eye-on-buying-.html
• Data Center Delays Risk an ‘Air Gap’ for Chips: Lovell
bloomberg-tech · 2026-11-06 · https://www.bloomberg.com/news/videos/2026-11-06/data-center-delays-risk-an-air-gap-for-chips-lovell-video
【💰 财经动态】
• OpenAI Completes $11 Billion Portion of Funding at $1.25 Trillion Value
bloomberg-tech · 2026-11-06 · https://www.bloomberg.com/news/articles/2026-11-06/openai-completes-11-billion-portion-of-funding-at-1-25-trillion-value
• OpenAI president Greg Brockman says company could be IPO ready in 2027
techcrunch-ai · 2026-11-05 · https://techcrunch.com/2026/11/05/openai-president-greg-brockman-says-company-could-be-ipo-ready-in-2027/
• Anthropic IPO Investors Weigh Valuation as Low as $1.2 Trillion
bloomberg-tech · 2026-11-06 · https://www.bloomberg.com/news/videos/2026-11-06/anthropic-ipo-investors-weigh-valuation-as-low-as-1-2t-video
• Kinda wild to see how fast Anthropic is growing that they’ve now exceeded $80B r
x-serenity · 2026-11-06 · https://www.x.com/aleabitoreddit/status/2118584259619520787
• 最高投资 100 亿美元：SK 海力士设立美国 AI 投资子公司 Hyaico，崔泰源掌舵
IT之家 · 2026-11-06 · https://www.ithome.com/1/023/584.htm
• Meta Raises €9 Billion as Euro Bond Debut Draws Record Demand
bloomberg-tech · 2026-11-04 · https://www.bloomberg.com/news/articles/2026-11-04/meta-starts-debut-euro-bond-sale-after-15-billion-dollar-deal
• Palo Alto Networks in talks to buy AI agent security startup Clutch for $500M
techcrunch-ai · 2026-11-06 · https://techcrunch.com/2026/11/05/palo-alto-networks-in-talks-to-buy-ai-agent-security-startup-clutch-for-500m/
【AI 基础设施】
• Microsoft Winding Down Oracle Deal to Rent AI Cloud Capacity
bloomberg-tech · 2026-11-06 · https://www.bloomberg.com/news/articles/2026-11-06/microsoft-is-winding-down-oracle-deal-to-rent-ai-cloud-capacity
• Day-0 支持：摩尔线程完成 3 万亿级参数 Kimi-K3.1 Pro 适配，支持文本与图片推理
IT之家 · 2026-11-06 · https://www.ithome.com/1/023/561.htm
• Meta warns that election backlash against data centers could make AI expansion h
techcrunch-ai · 2026-11-05 · https://techcrunch.com/2026/11/05/metas-warns-that-election-backlash-against-data-centers-could-make-ai-expansion-harder/
• OpenAI says it will protect local resources and report on the impact of its data
engadget · 2026-11-05 · https://www.engadget.com/2307590/openai-says-it-will-protect-local-resources-and-report-on-the-impact-of-its-data-centers/
【大模型】
• Thinking Machines’ new model takes the lead in western open-weight AI
zdnet · 2026-11-06 · https://www.zdnet.com/innovation/thinking-machines-inkling-2-small-open-weight/
• RT by @sama: Today’s GPT-6 Cyber release is a meaningful step for defenders: str
x-sama · 2026-11-05 · https://www.x.com/fouadmatin/status/2118429823244935257
【智能驾驶】
• Tesla to wind down Cybertruck production in Texas next year to ramp Cybercab, Mu
cnbc-top-news · 2026-11-06 · https://www.cnbc.com/2026/11/06/tesla-cybertruck-texas-musk.html
• Elon Musk appears to signal the end of the road for Cybertruck
bbc-tech · 2026-11-06 · https://www.bbc.co.uk/news/articles/cq1j33w7d232o?at_medium=RSS&at_campaign=rss
【机器人硬件】
• 智元发布灵犀 X2 焕新版机器人，可用于展馆文旅、导览导购、服务零售、文娱商演等场景
IT之家 · 2026-11-06 · https://www.ithome.com/1/023/497.htm
【AI Agent】
• ShopifyCEO最新判断：AI正在前移购物决策，传统广告模式可能玩不转了
36氪 · 2026-11-05 · https://www.36kr.com/p/4056805875012737
• Google is ditching Firebase Studio soon, and it wants you to use its newer AI to
engadget · 2026-11-05 · https://www.engadget.com/2308541/google-is-ditching-firebase-studio-soon-and-it-wants-you-to-use-its-newer-ai-tools-instead/
• Introducing Personal Finance in Claude, in beta in the US. Connect the accounts
x-claude · 2026-11-05 · https://www.x.com/claudeai/status/2118403114890137895
【股市动态】
• Market sell-off hits hard: Advisors say 'stay the course with an eye on buying'
cnbc-top-news · 2026-11-06 · https://www.cnbc.com/2026/11/06/market-sell-off-hits-hard-advisors-say-stay-the-course-with-an-eye-on-buying-.html
• Data Center Delays Risk an ‘Air Gap’ for Chips: Lovell
bloomberg-tech · 2026-11-06 · https://www.bloomberg.com/news/videos/2026-11-06/data-center-delays-risk-an-air-gap-for-chips-lovell-video
【💰 财经动态】
• OpenAI Completes $11 Billion Portion of Funding at $1.25 Trillion Value
bloomberg-tech · 2026-11-06 · https://www.bloomberg.com/news/articles/2026-11-06/openai-completes-11-billion-portion-of-funding-at-1-25-trillion-value
• OpenAI president Greg Brockman says company could be IPO ready in 2027
techcrunch-ai · 2026-11-05 · https://techcrunch.com/2026/11/05/openai-president-greg-brockman-says-company-could-be-ipo-ready-in-2027/
• Anthropic IPO Investors Weigh Valuation as Low as $1.2 Trillion
bloomberg-tech · 2026-11-06 · https://www.bloomberg.com/news/videos/2026-11-06/anthropic-ipo-investors-weigh-valuation-as-low-as-1-2t-video
• Kinda wild to see how fast Anthropic is growing that they’ve now exceeded $80B r
x-serenity · 2026-11-06 · https://www.x.com/aleabitoreddit/status/2118584259619520787
• 最高投资 100 亿美元：SK 海力士设立美国 AI 投资子公司 Hyaico，崔泰源掌舵
IT之家 · 2026-11-06 · https://www.ithome.com/1/023/584.htm
• Meta Raises €9 Billion as Euro Bond Debut Draws Record Demand
bloomberg-tech · 2026-11-04 · https://www.bloomberg.com/news/articles/2026-11-04/meta-starts-debut-euro-bond-sale-after-15-billion-dollar-deal
• Palo Alto Networks in talks to buy AI agent security startup Clutch for $500M
techcrunch-ai · 2026-11-06 · https://techcrunch.com/2026/11/05/palo-alto-networks-in-talks-to-buy-ai-agent-security-startup-clutch-for-500m/