AI 行业日报

📋 今日要闻 · 2026-09-30 【AI 基础设施】 • AMD 霄龙 9006 系列服务器 CPU 发布：旗舰 256 核 EPYC 9996 售 14904 美元 IT之家 · 2026-09-29 · https://www.ithome.com/1/008/502.htm • 拿 DSec 来套？Muse 如何真正撬动 CPU 需求 36氪 · 2026-09-29 · https://www.36kr.com/p/4004379506036617 • In Semicon Taiwan, EVG had described the use of Nano-Imprint Lithography (NIL) i x-semianalysis · 2026-09-29 · https://www.x.com/SemiAnalysis_/status/2105009975554674883 【大模型】 • AI研发自动化，或引发“智能爆炸” 36氪 · 2026-09-29 · https://www.36kr.com/p/4004206679969926 • 消息称小米大模型负责人罗福莉晋升至 22 级，已是小米职级体系最高级别 IT之家 · 2026-09-28 · https://www.ithome.com/1/008/056.htm • 丘成桐弟子带AI狂写470万行，庞加莱猜想证明首次被机器完整验证 36氪 · 2026-09-28 · https://www.36kr.com/p/4002565371056257 【智能驾驶】 • GOOD NEWS 🚨 Tesla FSD (Supervised) just blasted past 15 billion miles—adding ano x-ming-tesla · 2026-09-29 · https://www.x.com/tslaming/status/2104897225432195487 • 奇瑞 2027 款纵横 G700 车型上市：限时 30.49 万元起，搭载华为乾崑智驾 ADS 5 IT之家 · 2026-09-29 · https://www.ithome.com/1/008/477.htm • 赛豆科技 AIVA 首款量产车 ME7 全球首秀：提供纯电与增程版本 IT之家 · 2026-09-29 · https://www.ithome.com/1/008/470.htm • BYD tests new ultra-luxury EV with coach doors and a solid-state battery electrek · 2026-09-29 · https://electrek.co/2026/09/29/byd-tests-ultra-luxury-ev-coach-doors-solid-state-battery/ • 第八代宝马 3 系 9 月 30 日全球首发，首次同时覆盖纯电和燃油动力 IT之家 · 2026-09-27 · https://www.ithome.com/1/007/610.htm 【机器人硬件】 • 奔赴南海科考，我国自主研发 4500 米级深海作业机器人启航 IT之家 · 2026-09-29 · https://www.ithome.com/1/008/485.htm • 减掉一个自由度，Sharpa拿下灵巧操作定义权 36氪 · 2026-09-29 · https://www.36kr.com/p/4004352807817351 【AI 消费硬件与脑机】 • 首销 5999 元起：iQOO Pad Ultra 小平板发布，第六代骁龙 8 超级至尊版芯片、五重风冷散热 IT之家 · 2026-09-29 · https://www.ithome.com/1/008/472.htm • 华为鸿蒙 HarmonyOS 7 系统公测转正，首批覆盖 Mate 80 等系列机型 IT之家 · 2026-09-28 · https://www.ithome.com/1/008/025.htm • 小米 18 标准版手机配置曝光：6.4 英寸 1.5K 直屏、骁龙 8E6 芯片 IT之家 · 2026-09-28 · https://www.ithome.com/1/008/038.htm • iQOO 16 手机配置汇总：6.85 英寸 2K 三星屏、高通第六代骁龙 8 超级至尊版处理器 IT之家 · 2026-09-28 · https://www.ithome.com/1/008/028.htm 【AI Agent】 • OpenAI DevDay 2026: The biggest news and announcements theverge · 2026-09-29 · https://www.theverge.com/ai-artificial-intelligence/1001681/openai-devday-2026-biggest-news-announcements • “比Codex还早”的肖弘杀回来了，Manus2.0迎击Meta Muse，不到1美元给AI办个手机号？ 36氪 · 2026-09-29 · https://www.36kr.com/p/4004105721090179 • 150 毫秒极速响应：OpenAI 推出 Decisions API，让 AI 从“聊天”走向“实时决策” IT之家 · 2026-09-29 · https://www.ithome.com/1/008/531.htm • 用AI造的，刚刚，代季峰团队首个模型开源 36氪 · 2026-09-28 · https://www.36kr.com/p/4002641497509762 • 刚刚，OpenAI又停训了：Agent逃出沙箱，更多越权事件被扒 36氪 · 2026-09-27 · https://www.36kr.com/p/4000844543561857 【💰 财经动态】 • 报道称 OpenAI 年化经常性收入接近 700 亿美元，较三季度初增长超 70% IT之家 · 2026-09-29 · https://www.ithome.com/1/008/510.htm • OpenAI repotedly in talks to raise $30B round at $1.4T valuation techcrunch-ai · 2026-09-29 · https://techcrunch.com/2026/09/29/openai-repotedly-in-talks-to-raise-30b-round-at-1-4t-valuation/ • Anthropic’s prospectus details losses, growth, and, yes, a warning that its AI c techcrunch-ai · 2026-09-29 · https://techcrunch.com/2026/09/28/anthropics-prospectus-details-losses-growth-and-yes-a-warning-that-its-ai-could-end-humanity/ • Samsung To Invest USD 1 Billion in AI Infrastructure Company Helix samsung-newsroom · 2026-09-29 · https://news.samsung.com/global/samsung-to-invest-usd-1-billion-in-ai-infrastructure-company-helix • 具身智能产业周报 | 帕西尼启动A股IPO，宇树发布量产灵巧手，理想发布触觉模型 知识库精读 · 2026-09-28 · https://mp.weixin.qq.com/s/QRoopI2VqSDnBOZZKs-coQ

📋 今日要闻 · 2026-09-29 【AI 基础设施】 • 客户追加订单 10-20%，消息称台积电 2nm 月产能年底将冲刺 12 万片 IT之家 · 2026-09-28 · https://www.ithome.com/1/008/029.htm • AI 数据中心，正在毒害你的健康 36氪 · 2026-09-28 · https://www.36kr.com/p/4002975100145792 【大模型】 • 月之暗面最强 AI 模型：Kimi K3.1 前端标识泄露，预计将在近期发布 IT之家 · 2026-09-28 · https://www.ithome.com/1/008/033.htm • Pinned: Introducing Claude Sonnet 5.5, the second model in the Claude 5.5 family x-claude · 2026-09-28 · https://www.x.com/claudeai/status/2104633115620823187 • OpenAI，经历了最漫长的一天 36氪 · 2026-09-27 · https://www.36kr.com/p/4001126579687302 • 消息称 OpenAI、Anthropic 正调查数万起 AI 安全事件 IT之家 · 2026-09-26 · https://www.ithome.com/1/007/447.htm 【具身智能模型】 • The Next Evolution of AI Is Learning From Your Dodgy Gaming Skills wired-ai · 2026-09-28 · https://www.wired.com/story/the-next-evolution-of-ai-is-learning-from-your-dodgy-gaming-skills/ 【智能驾驶】 • 全新领克 20 上市 1 小时大定突破 14663 台，限时专享价 11.88 万元起 IT之家 · 2026-09-28 · https://www.ithome.com/1/008/034.htm • 全新深蓝 S07 AI 激光版上市，限时权益价 14.99 万元起 IT之家 · 2026-09-28 · https://www.ithome.com/1/008/019.htm • 广汽与华为乾崑联合打造品牌：启境汽车图形车标现身商标局，进入等待实质审查阶段 IT之家 · 2026-09-27 · https://www.ithome.com/1/007/550.htm • 赛力斯回应何时推问界其他车型：择机进相关市场，自研魔方技术平台支持轿车、SUV、MPV 开发 IT之家 · 2026-09-27 · https://www.ithome.com/1/007/537.htm 【机器人硬件】 • Full Self Hauling: Volvo moves 3 million tonnes of Earth, autonomously electrek · 2026-09-28 · https://electrek.co/2026/09/28/full-self-hauling-volvo-moves-3-million-tonnes-of-earth-autonomously/ • Robot dogs on farms do a lot more than just guarding engadget · 2026-09-28 · https://www.engadget.com/2268588/farmers-new-job-for-robot-dogs/ • Tesla's Optimus ramp is quietly accelerating 🔥 According to a report from The I x-ming-tesla · 2026-09-26 · https://www.x.com/tslaming/status/2103667977698812209 • According to @elonmusk, Optimus offers a glimpse into how quickly humanoid robot x-ming-tesla · 2026-09-26 · https://www.x.com/tslaming/status/2103823320227688676 【AI 消费硬件与脑机】 • “第二代豆包手机”努比亚 NaviX Ultra 玩《王者荣耀》遭强制下线？知情人士称有安全风险策略保障游戏公平，未有任何针对性调整 IT之家 · 2026-09-27 · https://www.ithome.com/1/007/607.htm • At Meta Connect, the company’s smart glasses were everywhere techcrunch-ai · 2026-09-26 · https://techcrunch.com/2026/09/25/at-meta-connect-the-companys-smart-glasses-were-everywhere/ • Meta’s Muse Is Adults-Only. Why Does It Look Like a Kids’ Toy? wired-ai · 2026-09-26 · https://www.wired.com/story/meta-muse-is-adults-only-why-does-it-look-like-a-cute-kids-toy/ • According to Elon Musk in the exclusive interview with China Media Group, Neural x-ming-tesla · 2026-09-26 · https://www.x.com/tslaming/status/2103758553760817571 【AI Agent】 • 103秒，Claude删掉4.8万个真文件，“别碰原件”没拦住，连恢复记录都删了 36氪 · 2026-09-28 · https://www.36kr.com/p/4002749483765638 • 中国互联网最成功的地方，可能恰恰是 AI Agent 最大的麻烦 知识库精读 · 2026-09-28 · https://mp.weixin.qq.com/s/TsXfjJ0fhG0VYeT7ldUdcQ • Muse 产品设计与安全架构复盘：Personal Agent 的边界在哪？ 知识库精读 · 2026-09-28 · https://mp.weixin.qq.com/s/vM5iiwIScwX5IpxHN5HNOQ • OpenAI's agents targeted and infiltrated US government websites engadget · 2026-09-26 · https://www.engadget.com/2269776/openai-agents-targeted-us-government-websites/ 【💰 财经动态】 • Viral AI agent Instinct raises $1B Series C at a $10B valuation techcrunch-ai · 2026-09-28 · https://techcrunch.com/2026/09/28/viral-ai-agent-instinct-raises-1b-series-c-at-a-10b-valuation/ • 长鑫科技：拟 241 亿元和 108 亿元分别投建技术研发项目、存储器晶圆后道测试基地二期项目 IT之家 · 2026-09-28 · https://www.ithome.com/1/008/037.htm • Source: Inference provider Modal Labs closing in on $750M round at $15.75B valua techcrunch-ai · 2026-09-28 · https://techcrunch.com/2026/09/28/source-inference-provider-modal-labs-closing-in-on-750m-round-at-15-75b-valuation/ • Modulate raises $25M for its voice models and analysis suite techcrunch-ai · 2026-09-28 · https://techcrunch.com/2026/09/28/modulate-raises-25m-for-its-voice-models-and-analysis-suite/ • 单月收入破千万，AI应用公司智灵新境完成数千万元天使轮融资｜36氪首发 36氪 · 2026-09-28 · https://www.36kr.com/p/4001258625994626 • 研发多花七成，亏损反而收窄：物理AI开始算得过账了 36氪 · 2026-09-28 · https://www.36kr.com/p/4002785674563456

YouTube 长访谈中文精华改编。 原始标题: Who Feeds the GPUs? Inside AI's Hidden $30B Layer | Renen Hallak, VAST Data 频道: The MAD Podcast with Matt Turck 原视频时间: 2026-09-24 主持人: Matt Turck 嘉宾: Renen Hallak 主题: VAST Data：喂给 GPU 的 AI 数据基础设施 核心观点: • 五层蛋糕的"中间层"，是 AI 时代真正没人抢的肥差 • 打破"快或大"的二选一：DAYS 架构就是它的护城河 • 模型正在从"神坛"变成"资源"，需要被像 GPU 一样管理 ️ • Confidential Computing（机密计算）终于"时机到了"，用它撬开受监管行业 • 每个组织都会把自己的 IP 蒸馏成 weights，未来需要"智能市场" • 需求在"加速到让人害怕"，物理约束才是天花板 原视频: https://www.youtube.com/watch?v=awoR908Yu5Y

📋 今日要闻 · 2026-09-28 【AI 基础设施】 • 相关需求呈爆发式增长，消息称台积电计划新增 5 座先进封装工厂 IT之家 · 2026-09-27 · https://www.ithome.com/1/007/532.htm • 光模块的七个转折 36氪 · 2026-09-27 · https://www.36kr.com/p/4001118301425796 • China May Let Alibaba Buy New Nvidia Chips, The Information Says bloomberg-tech · 2026-09-27 · https://www.bloomberg.com/news/articles/2026-09-27/china-may-let-alibaba-buy-new-nvidia-chips-the-information-says 【大模型】 • 刚刚，Gemini 4 Pro全新曝光，实测碾压Opus 5.5 36氪 · 2026-09-27 · https://www.36kr.com/p/4001348750512260 • 部分 Anthropic 资深员工考虑在偏远地区购置土地，以防“AI 失控” IT之家 · 2026-09-27 · https://www.ithome.com/1/007/603.htm • OpenAI pauses training of its ‘most capable models’ theverge · 2026-09-26 · https://www.theverge.com/ai-artificial-intelligence/1001049/openai-training-pause 【智能驾驶】 • GOOD NEWS 🚖 Tesla's Cybercabs are gearing up for commercial launch in Nevada, Fl x-ming-tesla · 2026-09-27 · https://www.x.com/tslaming/status/2104066297172783231 • 消息称长安汽车成立 AD 协同发展部，阿维塔与深蓝开启实质整合 IT之家 · 2026-09-27 · https://www.ithome.com/1/007/598.htm • Mazda adds LiDAR to CX-6e, rolls out “self driving” tech in China electrek · 2026-09-27 · https://electrek.co/2026/09/27/mazda-adds-lidar-to-cx-6e-rolls-out-self-driving-tech-in-china/ • 吉利汽车集团副总裁李传海：目前行业缺少统一的 AI 治理标准，不仅抬高产业成本、也埋下安全隐患 IT之家 · 2026-09-27 · https://www.ithome.com/1/007/563.htm 【机器人硬件】 • Why Humanoid Robots Might Be the Future of Elder Care bloomberg-tech · 2026-09-27 · https://www.bloomberg.com/news/videos/2026-09-27/why-humanoid-robots-might-be-the-future-of-elder-care-video • 小鹏汇天赵德力：普通人“打飞的”至少还得 5 年，就比现在的滴滴稍微贵一点点 IT之家 · 2026-09-27 · https://www.ithome.com/1/007/587.htm • Humanoid robots are getting even creepier (this one can cry on command) engadget · 2026-09-27 · https://www.engadget.com/2266933/humanoid-robot-cries-on-command/ 【AI 消费硬件与脑机】 • 微星 CLAW 8 EX AI+ 掌机英特尔锐炫 G3 款上市，较 G3 Extreme 款便宜 1000 元 IT之家 · 2026-09-26 · https://www.ithome.com/1/007/375.htm • iQOO Pad Ultra 平板官宣搭载 9020mAh 蓝海电池，8.8 英寸机身轻至 298g IT之家 · 2026-09-27 · https://www.ithome.com/1/007/612.htm • Engram is a sampler that turns broken AI hallucinations into music theverge · 2026-09-27 · https://www.theverge.com/ai-artificial-intelligence/1001193/engram-sampler-ai-hallucinations-music 【AI Agent】 • 大厂AI赛马下，腾讯“龙虾”退场 36氪 · 2026-09-25 · https://www.36kr.com/p/3997508606972040 • Codex和Claude Code都跑偏了，前OpenAI研究员称Jev出现前AI世界是个悲剧 36氪 · 2026-09-25 · https://www.36kr.com/p/3998248835551367 • 真的给 AI 一部手机，它会自己用吗？ 小众软件 · 2026-09-25 · https://www.appinn.com/xphoneuse/ • Meta is putting its muscle behind Muse as the AI app takes off techcrunch-ai · 2026-09-25 · https://techcrunch.com/2026/09/25/meta-is-putting-its-muscle-behind-muse-as-the-ai-app-takes-off/ • There is an extensive and ongoing review related to our agents’ use of internet x-sama · 2026-09-25 · https://www.x.com/sama/status/2103567198690349362 【💰 财经动态】 • 甲骨文为数据中心延期风险留后路，发出“不可抗力”通知引华尔街质疑 IT之家 · 2026-09-25 · https://www.ithome.com/1/007/158.htm • OpenCode 宣布为 DeepSeek V4.1 Flash 永久提供 60 美元额度 IT之家 · 2026-09-26 · https://www.ithome.com/1/007/421.htm