AI 行业日报 - 节目列表

📋 今日要闻 · 2026-08-15 【AI 基础设施】 • Tesla has patented an orthogonal 3D supercomputing stack to shatter the AI physi x-ming-tesla · 2026-08-14 · https://www.x.com/tslaming/status/2088184548903518590 • 服务器、AI和机器人：中国RISC-V的下一站 36氪 · 2026-08-14 · https://www.36kr.com/p/3939250587942023 • 消息称理想汽车探索自研云端推理芯片，沿用智驾芯片数据流架构 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/947.htm • Hyperscalers might regret embracing natural gas if new forecast proves correct techcrunch-ai · 2026-08-14 · https://techcrunch.com/2026/08/14/hyperscalers-might-regret-embracing-natural-gas-if-new-forecast-proves-correct/ 【大模型】 • Z.ai Aims to Catch Anthropic, OpenAI in Coding With New AI Model bloomberg-tech · 2026-08-14 · https://www.bloomberg.com/news/articles/2026-08-14/z-ai-aims-to-catch-anthropic-openai-in-coding-with-new-ai-model • Does Mark Zuckerberg really believe AI is ‘for everyone’? techcrunch-ai · 2026-08-14 · https://techcrunch.com/video/does-mark-zuckerberg-really-believe-ai-is-for-everyone/ • Google announces Gemini 3.7 Flash just three weeks after previous release arstechnica · 2026-08-13 · https://arstechnica.com/ai/2026/08/google-announces-gemini-3-7-flash-just-three-weeks-after-previous-release/ • 突发，OpenAI八年元老离职 36氪 · 2026-08-12 · https://www.36kr.com/p/3936454021692553 【AI 消费硬件与脑机】 • 小米 13 也会适配，澎湃 4“柔光玻璃”材质效果后期将拓展至更多机型 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/962.htm • 苹果 AirPods Pro 4 耳机最新消息汇总：摄像头与手势识别成焦点 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/955.htm • The MSI Claw EX is the most important PC handheld since Steam Deck — I still wou theverge · 2026-08-14 · https://www.theverge.com/games/977646/msi-claw-8-ex-review-intel-panther-lake-handheld • Dell XPS 13 review: The first budget laptop to rival Neo raises the bar for all zdnet · 2026-08-14 · https://www.zdnet.com/article/dell-xps-13-spotlight/ 【AI Agent】 • 蒸馏《基层中国的运行逻辑》后，让 AI 帮你分析求学、考公、投资与创业 小众软件 · 2026-08-13 · https://www.appinn.com/nie-grassroots-logic/ • OpenClaw创始人“彼得·斯坦伯格”最新演讲：一个开源项目的生死启示录，OpenClaw如何从风暴中心走出来 36氪 · 2026-08-12 · https://www.36kr.com/p/3936120854255490 • Now you can connect even more of your favorite apps and services to Gemini. google-blog · 2026-08-12 · https://blog.google/innovation-and-ai/products/gemini-app/new-connected-apps-services-gemini-august-2026/ • Try out Grok @Bot x-elonmusk · 2026-08-12 · https://www.x.com/elonmusk/status/2087602469778166195 • Rogue AI Agents Aren’t Evil. They’re Just Eager to Please wired-ai · 2026-08-12 · https://www.wired.com/story/rogue-ai-is-just-misunderstood/ 【💰 财经动态】 • SK 集团会长崔泰源：存储涨价太快我很抱歉，2027 年短缺最严重，苹果也受影响 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/912.htm • 月之暗面严正声明：警惕可疑交易，已向公安机关反映涉嫌违法犯罪的行为 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/920.htm

📋 今日要闻 · 2026-08-14 【AI 基础设施】 • SpaceXAI 已建成“全球最强 AI 训练集群”，马斯克称明年规模再扩大约 10 倍 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/537.htm • 高通骁龙 8 Elite Gen6 Pro（SM8975）跑分曝光，消息称今年 2nm 旗舰芯门槛 500 万分 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/678.htm • 谷歌硬件副总裁彭昱钧：Tensor G6 芯片采用台积电最新改良 3nm 制程 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/551.htm • 英特尔 Nova Lake 缓存策略调整：部分型号削减 E 核但仍保留完整 L3 缓存 IT之家 · 2026-08-12 · https://www.ithome.com/0/988/984.htm 【大模型】 • 消息称苹果专门针对中国市场训练了一款 AI 模型，由阿里提供支持 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/676.htm • Introducing Gemini 3.7 Flash Google DeepMind · 2026-08-13 · https://deepmind.google/blog/introducing-gemini-3-7-flash/ • The Safety Reckoning Inside OpenAI wired-ai · 2026-08-13 · https://www.wired.com/story/openai-safety-security-ai-agents-culture/ • 以后让Claude写的东西，可能要小心留暗底了 36氪 · 2026-08-12 · https://www.36kr.com/p/3936205245004929 【智能驾驶】 • GOOD NEWS 📰 Tesla has officially secured its Autonomous Vehicle Network Company x-ming-tesla · 2026-08-13 · https://www.x.com/tslaming/status/2088050648659194327 • R to @tslaming: Source: https://finance.yahoo.com/technology/articles/tesla-cybe x-ming-tesla · 2026-08-12 · https://www.x.com/tslaming/status/2087384653997220300 • GOOD NEWS 🇺🇸 While touring the SunTrax testing facility in Auburndale, Florida G x-ming-tesla · 2026-08-12 · https://www.x.com/tslaming/status/2087383080764056016 • 蔚来 firefly 萤火虫 aster 紫菀 2.0.0 开启推送：新增沉浸桌面、无麦 K 歌等 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/603.htm 【机器人硬件】 • 《人形机器人试验方法》系列国家标准启动会在武汉举行，宇树科技、小米机器人参会 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/619.htm • 全球首发：京东七鲜咖啡首家 24 小时智能化无人咖啡店落地北京，AI 推荐、机器人制作 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/675.htm • I finally found a robot lawnmower I’d trust with my yard theverge · 2026-08-13 · https://www.theverge.com/tech/978664/robot-lawnmower-review-segway-mammotion-husqvarna-roborock-dreame 【AI 消费硬件与脑机】 • The Future Is for Everyone: Free AI Glasses for Every Blind and Visually Impaire meta-newsroom · 2026-08-13 · https://about.fb.com/news/2026/08/the-future-is-for-everyone-free-ai-glasses-for-every-blind-and-visually-impaired-adult-vision-ireland-supports/ • 3999 元影石 X6 正式发布：1/1.1 英寸大底传感器 + AI 三芯架构，支持 8K 50 帧全景视频 IT之家 · 2026-08-12 · https://www.ithome.com/0/988/955.htm • 大我 Bigme B1051 Ultra 10.3 英寸彩墨屏 AI 办公本开售，6+128GB 版本到手价 3299 元 IT之家 · 2026-08-12 · https://www.ithome.com/0/988/950.htm • German nonprofit files criminal complaint over Meta smart glasses privacy engadget · 2026-08-12 · https://www.engadget.com/2235857/german-nonprofit-files-criminal-complaint-over-meta-smart-glasses-privacy/ 【AI Agent】 • Anthropic set AI agents loose on the same task. They started a turf war. techcrunch-ai · 2026-08-13 · https://techcrunch.com/2026/08/13/anthropic-set-ai-agents-loose-on-the-same-task-they-started-a-turf-war/ • R to @claudeai: Browser agents can be tricked by instructions hidden in a page. x-claude · 2026-08-12 · https://www.x.com/claudeai/status/2087635265066004694 • 豆包酒店抽佣12% 争议：AI入场重塑本地的生活竞争格局？ 36氪 · 2026-08-12 · https://www.36kr.com/p/3936365078150276 • 大厂AI，解锁新“收银台” 36氪 · 2026-08-12 · https://www.36kr.com/p/3936380269156231 • DeepSeek智能体要来了？公众号已完成注册认证 36氪 · 2026-08-12 · https://www.36kr.com/p/3936327274216579 【💰 财经动态】 • 黄仁勋搬来华尔街5000亿，买GPU可以按揭了 36氪 · 2026-08-11 · https://www.36kr.com/p/3934971154365827 • OpenAI’s Revenue Run Rate Tops $40 Billion Ahead of IPO bloomberg-tech · 2026-08-13 · https://www.bloomberg.com/news/articles/2026-08-13/openai-s-revenue-run-rate-tops-40-billion-ahead-of-ipo • 中际旭创 17.47 亿元入股算力散热龙头中石科技，后者股价应声涨停 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/609.htm • AMD 启动四部分债务发行，筹集 47.5 亿美元 IT之家 · 2026-08-14 · https://www.ithome.com/0/989/584.htm • 把模型“刻进”AI推理专用芯片里，AMD为什么收购Taalas？ 36氪 · 2026-08-12 · https://www.36kr.com/p/3936367711010177 • 冲刺上市的面壁智能，正在试图回答端侧AI的价值 36氪 · 2026-08-14 · https://www.36kr.com/p/3937965542751360

📋 今日要闻 · 2026-08-13 【AI 基础设施】 • 到 2030 年全国算力用电量将达 8000 亿度，届时 6 万亿度绿电奔涌入网 IT之家 · 2026-08-12 · https://www.ithome.com/0/988/994.htm • 铠侠与闪迪发布第九代 2Tb QLC 3D 闪存，接口速度达 4.8Gb/s 提升 33% IT之家 · 2026-08-12 · https://www.ithome.com/0/988/979.htm • Uniper Targets Data Center Sales in UK, Germany on AI Demand bloomberg-tech · 2026-08-11 · https://www.bloomberg.com/news/articles/2026-08-11/uniper-targets-data-center-sales-in-uk-germany-on-ai-demand • SiTime CEO on Role in AI Data Centers, Renesas Deal bloomberg-tech · 2026-08-11 · https://www.bloomberg.com/news/videos/2026-08-11/sitime-ceo-on-role-in-ai-data-centers-renesas-deal-video 【大模型】 • 阿里开放 Qwen3.8-2.4T-A95B 模型权重：2.4T MoE、激活 95B、原生 256K 上下文 IT之家 · 2026-08-12 · https://www.ithome.com/0/989/001.htm • Claude和GPT思维链竟被两步蒸馏，116页论文曝光API致命漏洞 36氪 · 2026-08-12 · https://www.36kr.com/p/3936413900799105 • Testing ads in ChatGPT OpenAI Blog · 2026-08-11 · https://openai.com/index/testing-ads-in-chatgpt • A New Trick Reveals AI Models’ Inner Thoughts wired-ai · 2026-08-11 · https://www.wired.com/story/a-new-trick-reveals-ai-models-inner-thoughts/ 【具身智能模型】 • 比亚迪 AI 团队首秀：混合世界模型 HyWorldVLA 获 90.59 分，自研芯片 + 算法闭环成型 IT之家 · 2026-08-12 · https://www.ithome.com/0/988/942.htm • Thousands of India Workers Are Helping AI Firms Train Robots to Replace Them bloomberg-tech · 2026-08-12 · https://www.bloomberg.com/news/features/2026-08-12/thousands-of-india-workers-are-helping-ai-firms-train-robots-to-replace-them 【智能驾驶】 • Waymo has nearly 1,000 robotaxis waiting at its Arizona factory electrek · 2026-08-12 · https://electrek.co/2026/08/12/waymo-ojai-robotaxis-arizona-factory/ • 比亚迪 2027 款海豹 06 家轿上市：天神之眼 B-辅助驾驶激光版、第二代刀片电池，9.99 万元起 IT之家 · 2026-08-11 · https://www.ithome.com/0/988/487.htm • Oil giant rips out gas pumps for BYD’s 1,500 kW EV chargers electrek · 2026-08-11 · https://electrek.co/2026/08/11/sinopec-byd-gas-station-1500-kw-flash-charging/ 【机器人硬件】 • 荣耀宣布出战第二届世界人形机器人运动会，自研机器人曾包揽半马前六 IT之家 · 2026-08-12 · https://www.ithome.com/0/988/968.htm 【AI 消费硬件与脑机】 • 谷歌首款追踪器 Pixel Tag 发布：UWB 超宽带 + 防尘防水 + 可更换电池 IT之家 · 2026-08-12 · https://www.ithome.com/0/988/988.htm • 谷歌 Pixel 11 系列正式发布：全系 256GB 起步 899 美元起，8 月 20 日开售 IT之家 · 2026-08-12 · https://www.ithome.com/0/988/985.htm • 谷歌 Pixel 11 相机应用新增创作者套件：内置提词器、人声增强，专为单人自媒体打造 IT之家 · 2026-08-12 · https://www.ithome.com/0/988/993.htm • 谷歌 Pixel Buds Pro 2 耳机升级：主动降噪、同声传译功能均获增强 IT之家 · 2026-08-12 · https://www.ithome.com/0/988/991.htm 【AI Agent】 • DeepSeek + Pi 王炸组合跑赢 Claude Code？Pi创始人：这套组合我早押中了 36氪 · 2026-08-12 · https://www.36kr.com/p/3936187229142153 • From assistance to execution: How enterprises put AI to work OpenAI Blog · 2026-08-12 · https://openai.com/index/how-enterprises-put-ai-to-work • 有用户发现：AI 中转站除了掺水，还会投毒 小众软件 · 2026-08-11 · https://www.appinn.com/ai-agent-full-access-security-risk/ • A Zoom Screen-Sharing Bug Let Anyone Take Over Other Devices on a Call wired-ai · 2026-08-11 · https://www.wired.com/story/a-zoom-screen-sharing-bug-let-anyone-take-over-other-devices-on-a-call/ 【💰 财经动态】 • CoreWeave Revenue Surges on Booming Demand for AI Computing bloomberg-tech · 2026-08-11 · https://www.bloomberg.com/news/articles/2026-08-11/coreweave-revenue-surges-on-booming-demand-for-ai-computing • 2.9亿美元一年租下的数据中心，转头卖了16.7亿美元，揭秘最顶级的AI资产操盘手 36氪 · 2026-08-12 · https://www.36kr.com/p/3936430669872512 • 寒武纪回应“存货超 82 亿”：将持续拓展市场，控制相关风险 IT之家 · 2026-08-12 · https://www.ithome.com/0/988/948.htm • uhhh... the Unitree IPO is more than 8000 times oversubscribed by retail investo x-serenity · 2026-08-11 · https://www.x.com/aleabitoreddit/status/2087000954742927390 • OpenAI-backed Thrive Holdings raises $2B to bring AI to the enterprise techcrunch-ai · 2026-08-12 · https://techcrunch.com/2026/08/12/openai-backed-thrive-holdings-raises-2b-to-bring-ai-to-the-enterprise/

YouTube 长访谈中文精华改编。 原始标题: How to Build Autonomous, Long-Horizon AI Agents | Basis 频道: The MAD Podcast with Matt Turck 原视频时间: 2026-08-06 主持人: Matt Turck 嘉宾: Mitch Troyanovski 主题: 长程自主 AI agent 的构建 核心观点: • 自主 ≠ 无人过问，而是“可审查的全程负责” • LLM 没有长短期记忆，长程 agent 的胜负手是“脚手架” • 100% eval 通过也不能上线，结果对 ≠ 过程对 ️ • Behavior specs 是产品对齐工具，而不只是 prompt • Coding agent 胜在验证便宜 + 数据好，不是因为 verifiable rewards 万能 • Context 是运行时的训练数据，比代码更值钱 原视频: https://www.youtube.com/watch?v=54pwkcp48Lg

📋 今日要闻 · 2026-08-12 【AI 基础设施】 • ALERT🚨 TILERT from @TileRT_AI TO BOOST DECODE INTERACTIVITY BY 1.9X AT THE SAME x-semianalysis · 2026-08-11 · https://www.x.com/SemiAnalysis_/status/2087239578541334922 • 台风过境：宁波用 AI“算”出防汛最优解，预报模型 5 秒生成方案 IT之家 · 2026-08-11 · https://www.ithome.com/0/988/529.htm • Amazon backs power plant that may become top source of US climate pollution arstechnica · 2026-08-10 · https://arstechnica.com/tech-policy/2026/08/amazon-funds-biggest-gas-power-plant-in-us-despite-climate-pledge/ • R to @tslaming: Source: https://biz.chosun.com/en/en-it/2026/08/10/2TX44VJRYVGDJ x-ming-tesla · 2026-08-10 · https://www.x.com/tslaming/status/2086735445304758487 • R to @SemiAnalysis_: Another distinction is that the NPO module will be replacea x-semianalysis · 2026-08-10 · https://www.x.com/SemiAnalysis_/status/2086860582972461343 【大模型】 • An unreleased Anthropic model made progress on one of math’s biggest unsolved pr techcrunch-ai · 2026-08-11 · https://techcrunch.com/2026/08/11/an-unreleased-anthropic-model-made-progress-on-one-of-maths-biggest-unsolved-problems/ • 继Seed、Flow后，字节又成立一个AI一级部门，直指「数据」｜36氪独家 36氪 · 2026-08-11 · https://www.36kr.com/p/3934936980667776 【智能驾驶】 • 与华为联合研发：小鹏 G9L 大五座 SUV 官宣搭载百万像素 AI 数字投影大灯 IT之家 · 2026-08-11 · https://www.ithome.com/0/988/474.htm • 比亚迪何志奇谈汽车市场发展：自主新能源逐渐成为主流！纯电趋势明确！ IT之家 · 2026-08-11 · https://www.ithome.com/0/988/523.htm • 华境 S 官宣拿下 7 月插混大型 SUV 交付量 TOP1，将迎 2 万台交付里程碑 IT之家 · 2026-08-11 · https://www.ithome.com/0/988/510.htm 【AI 消费硬件与脑机】 • 卢伟冰：未来随着新机陆续发布，大家一定会感觉 REDMI K100 Pro 系列越来越香 IT之家 · 2026-08-11 · https://www.ithome.com/0/988/527.htm • 三星 Galaxy Buds 耳机“助听器”功能获美国 FDA 批准，今年 Q4 上线 IT之家 · 2026-08-11 · https://www.ithome.com/0/988/494.htm • Threads has a VR app now theverge · 2026-08-11 · https://www.theverge.com/tech/978181/meta-threads-quest-vr-app 【AI Agent】 • B站错过的快乐马，“腾讯”曾爱玲“牵”回来？ 36氪 · 2026-08-11 · https://www.36kr.com/p/3934897435416450 • Claude's Record-a-Skill cut my research from hours to 30 minutes - but the magic zdnet · 2026-08-10 · https://www.zdnet.com/article/how-i-use-claude-cowork-record-a-skill-for-automated-research/ • 甲骨文 OpenJDK 项目新规：不允许提交 AI 生成代码 IT之家 · 2026-08-09 · https://www.ithome.com/0/987/615.htm • 穆迪警告：银行加速拥抱 AI 或将陷入科技巨头依赖 IT之家 · 2026-08-09 · https://www.ithome.com/0/987/590.htm 【💰 财经动态】 • Making Sense of the Multibillion-Dollar Numbers of Nvidia Deal, Intel Share Sale bloomberg-tech · 2026-08-11 · https://www.bloomberg.com/news/videos/2026-08-11/breaking-down-the-billions-in-nvidia-deal-intel-sale-video • Super Micro Gives Sales Outlook That Tops Rosiest Projection bloomberg-tech · 2026-08-11 · https://www.bloomberg.com/news/articles/2026-08-11/super-micro-gives-sales-forecast-that-tops-rosiest-projections • CoreWeave Took a Step in the Right Direction, Gil Luria Says bloomberg-tech · 2026-08-11 · https://www.bloomberg.com/news/videos/2026-08-11/coreweave-took-a-step-in-the-right-direction-gil-luria-video • 模型路由器OpenRouter，凭什么值100亿美元？ 36氪 · 2026-08-11 · https://www.36kr.com/p/3935052683525254 • General Catalyst leads $1.1B round into 2-month-old River AI techcrunch-ai · 2026-08-11 · https://techcrunch.com/2026/08/11/general-catalyst-leads-1-1b-round-into-2-month-old-river-ai/ • Embattled hedge fund Situational Awareness invests $400M in chip startup Source techcrunch-ai · 2026-08-09 · https://techcrunch.com/2026/08/09/embattled-hedge-fund-situational-awareness-invests-400m-in-chip-startup-source-foundry/ • Discovered Materials is playing AI whack-a-mole to hunt cooler chips techcrunch-ai · 2026-08-10 · https://techcrunch.com/2026/08/10/discovered-materials-is-playing-ai-whack-a-mole-to-hunt-cooler-chips/ • 自研微米级工业具身机器人，已进入博世产线，「国奥科技」完成近亿元A+轮融资 | 36氪首发 36氪 · 2026-08-11 · https://www.36kr.com/p/3934853676088448 【🎙️ 关键人物：Jeff Dean】 • 跨国串门儿计划 #662｜谷歌首席科学家 Jeff Dean: 人工智能构建中的 1% 法则 知识库精读 · 2026-08-09 · https://www.xiaoyuzhoufm.com/episode/6a719a851b5e24969ce8b42e

📋 今日要闻 · 2026-08-11 【AI 基础设施】 • DeepSeek们下一场战争，在这座五线小城悄悄开打 36氪 · 2026-08-11 · https://www.36kr.com/p/3934946693027721 • Why Scaling AI Compute Performance Requires a New Power Architecture NVIDIA Blog · 2026-08-11 · https://blogs.nvidia.com/blog/800-vdc-power-architecture-ai-factory/ • Musk’s Terafab chip plant will run on gas, not Tesla solar electrek · 2026-08-10 · https://electrek.co/2026/08/10/musk-terafab-gas-power-not-tesla-solar/ 【大模型】 • 他震惊了硅谷，却每天起床都觉得公司要挂了 36氪 · 2026-08-11 · https://www.36kr.com/p/3935046052052096 • 谷歌创始人布林紧急接管Gemini团队，但“3.5 Pro已被取消” 36氪 · 2026-08-11 · https://www.36kr.com/p/3934970649361800 • 消息称英伟达开发万亿参数开源 AI 模型 Nemotron 4，目标挑战全球顶级 IT之家 · 2026-08-11 · https://www.ithome.com/0/988/524.htm • Expanding Daybreak as the Cyber Defense Window Narrows OpenAI Blog · 2026-08-10 · https://openai.com/index/expanding-daybreak-as-the-cyber-defense-window-narrows 【智能驾驶】 • 何小鹏谈电池和自动驾驶新国标：确保不只有长板，更重要的是没有短板 IT之家 · 2026-08-11 · https://www.ithome.com/0/988/517.htm • 奕境 X9 大六座 SUV 首秀华为鸿蒙座舱 6，多屏流转玩法公开 IT之家 · 2026-08-11 · https://www.ithome.com/0/988/516.htm • Tesla unveils first Cybercab with Starlink antenna integrated electrek · 2026-08-10 · https://electrek.co/2026/08/10/tesla-first-cybercab-starlink-integration/ • 25.98 万元，小鹏 G9L 开启预售 IT之家 · 2026-08-11 · https://www.ithome.com/0/988/490.htm 【机器人硬件】 • We lab-tested Ecovac's next-gen robot mop - here's where it shines (and struggle zdnet · 2026-08-10 · https://www.zdnet.com/article/deebot-x12-omnicyclone-review-ecovacs-robot-vacuum/ 【AI 消费硬件与脑机】 • 手掌、桌面与车轮，端侧AI打响“入口之战” 36氪 · 2026-08-11 · https://www.36kr.com/p/3934690347619973 • 含 iPhone Ultra、iPhone 18 Pro 等，六款未发布的苹果 iPhone 新机首度现身 iOS 27 系统代码 IT之家 · 2026-08-11 · https://www.ithome.com/0/988/508.htm • Valve slowly expands SteamOS support on non-Valve hardware arstechnica · 2026-08-10 · https://arstechnica.com/gaming/2026/08/valve-slowly-expands-steamos-support-on-non-valve-hardware/ • Apple may introduce a photo authentication tool in iOS 27 engadget · 2026-08-10 · https://www.engadget.com/2234108/apple-may-introduce-a-photo-authentication-tool-in-ios-27/ 【AI Agent】 • Meta重返开源，30B本地Agent塞进24GB显存，LeCun火速力挺 36氪 · 2026-08-11 · https://www.36kr.com/p/3934970796408192 • NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard Deliver Faster, Smarter, More NVIDIA Blog · 2026-08-11 · https://blogs.nvidia.com/blog/nemotron-lightning-switchyard-rtx-dgx/ • Tech industry is buzzing after a Claude agent hacked into a gym techcrunch-ai · 2026-08-10 · https://techcrunch.com/2026/08/10/tech-industry-is-buzzing-after-a-claude-agent-hacked-into-a-gym/ • 别再所有人平分AI算力：顶级模型给资深工程师才省钱，新人刷题式成长已失效 36氪 · 2026-08-11 · https://www.36kr.com/p/3934962155158657 • AI 入口，开始收费 36氪 · 2026-08-11 · https://www.36kr.com/p/3934958113947009 【💰 财经动态】 • 马斯克要让 Cursor「消失」了 知识库精读 · 2026-08-09 • Woah, $RIOT announced a $9.1B deal with Anthropic, with a possible contract exte x-serenity · 2026-08-11 · https://www.x.com/aleabitoreddit/status/2086988264448409739 • Intel Raises $20 Billion in Upsized Share Sale for AI Plans bloomberg-tech · 2026-08-10 · https://www.bloomberg.com/news/articles/2026-08-10/intel-is-said-to-near-share-sale-upsize-to-raise-20-billion • 网上中签率 0.018% 仅为长鑫 3.8%：“人形机器人第一股”宇树科技公布中签结果，超 978 万户参与申购 IT之家 · 2026-08-11 · https://www.ithome.com/0/988/502.htm 【🎙️ 关键人物：孟凡青】 • 42章经｜从蒸馏到合成数据到 RSI，模型竞争的下一个焦点是什么？对谈 Evolvent AI 联创孟繁青 知识库精读 · 2026-08-09 · https://www.xiaoyuzhoufm.com/episode/6a75424b000a55a9bb042560

📋 今日要闻 · 2026-07-26 【AI 基础设施】 • Tesla has engineered a self-healing immune system for its massive AI training ch x-ming-tesla · 2026-07-25 · https://www.x.com/tslaming/status/2081029348145131936 • 消息称五大半导体制造设备供应商主要产品交付周期已延长 50~100% IT之家 · 2026-07-25 · https://www.ithome.com/0/981/587.htm • Samsung Electronics and Broadcom Expand Strategic Collaboration Across Memory an samsung-newsroom · 2026-07-25 · https://news.samsung.com/global/samsung-electronics-and-broadcom-expand-strategic-collaboration-across-memory-and-foundry-technologies • Token 调用量涨 6 倍！华为：运力成 AI 算力最大瓶颈，不该执着单芯片制程 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/320.htm • 英伟达 Jetson 芯片将登陆月球，驱动月面机器人自主运行 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/866.htm 【大模型】 • 纳德拉：微软自研 MAI 模型在 Excel 任务表现与 GPT-5.6 相当，且部署成本更低 IT之家 · 2026-07-25 · https://www.ithome.com/0/981/532.htm • AI圈儿 0724｜谷歌Gemini承压/SpaceX AI扩建算力/黄仁勋谈开源 知识库精读 · 2026-07-25 · https://www.xiaoyuzhoufm.com/episode/6a620b38a3fec224d5a24449 • 独家｜混元多模态理解负责人胡瀚离职创业，原团队或将聚焦世界模型 36氪 · 2026-07-23 · https://www.36kr.com/p/3907934819521670 • 智谱：开源意味着模型可以被自主部署、随时调用，并真正掌握在使用者手中 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/837.htm 【智能驾驶】 • GOOD NEWS 🚖 Job postings on Tesla’s careers page strongly suggest that Phoenix i x-ming-tesla · 2026-07-25 · https://www.x.com/tslaming/status/2080918149688696947 • 零跑国际 CEO 忻天舒加入 Stellantis 领导团队，将任集团中国和亚太地区负责人 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/881.htm • 全新理想 L9/L8 首次大版本 OTA 更新即将上线，悬架高度将由三档升级为五档可调 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/844.htm • 小米澎程新车布局示意图发布，雷军透露 N90 转弯半径很小 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/843.htm • 百度萝卜快跑：部分网络账号将无人驾驶网约车与人员失踪相挂钩，涉嫌误导公众认知，已依法提起诉讼 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/840.htm 【AI 消费硬件与脑机】 • 微星发布 4L 紧凑型台式机 PRO MAX EDGE AI+，基于 AMD 锐龙 AI Max+ 300 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/386.htm • 百元级AI玩具在淘宝卖爆，这才是AI硬件的真实消费现状？ 36氪 · 2026-07-23 · https://www.36kr.com/p/3907917999281798 • AI硬件购买决策因子不是场景，是牵挂 36氪 · 2026-07-23 · https://www.36kr.com/p/3907889421539207 【AI Agent】 • Meta AI Doesn’t Just Think, It Acts meta-newsroom · 2026-07-24 · https://about.fb.com/news/2026/07/meta-ai-muse-spark-doesnt-just-think-it-acts/ • Meta is making its AI chatbot more like an assistant theverge · 2026-07-24 · https://www.theverge.com/tech/970570/meta-ai-chatbot-productivity-update • ServiceNow 首席执行官：我家平台设有终止开关，AI 模型不会失控越狱 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/328.htm • Bluesky’s AI assistant Attie expands into an open social research tool techcrunch-ai · 2026-07-24 · https://techcrunch.com/2026/07/24/blueskys-ai-assistant-attie-expands-into-an-open-social-research-tool/ • 你的下一位面试官，可能不是人 36氪 · 2026-07-24 · https://www.36kr.com/p/3909499179767169 【💰 财经动态】 • 美政府宣布向人工智能科学研究领域拨款50亿美元 36kr-newsflash · 2026-07-23 · https://36kr.com/newsflashes/3908373362529673?f=rss • Nvidia to Invest $1 Billion in Naver and Expand SK Group Accord bloomberg-tech · 2026-07-24 · https://www.bloomberg.com/news/articles/2026-07-24/nvidia-to-invest-1-billion-in-naver-and-expand-sk-group-accord • TCL 科技 93.25 亿元收购广州华星半导体 45% 股权项目获深交所审核通过 IT之家 · 2026-07-25 · https://www.ithome.com/0/981/571.htm • Mobileye 2026 财年第二财季归母亏损 0.21 亿美元，同比亏损收窄 68.66% IT之家 · 2026-07-23 · https://www.ithome.com/0/980/805.htm • 苏姿丰：在服务器 CPU 营收方面，AMD 份额已达到 46% IT之家 · 2026-07-23 · https://www.ithome.com/0/980/874.htm

YouTube 长访谈中文精华改编。 原始标题: The AI Frontier: from open weights to open research — Eiso Kant, Poolside AI 频道: Latent Space 原视频时间: 2026-07-22 主持人: Swyx 嘉宾: Eiso Kant 主题: 开源权重到开放研究 核心观点: • 模型工厂是一种工业化流程 • 小模型可以打败大模型 • 行为比原始智能更重要 • 强化学习将进入预训练阶段 • 开源是一种战略选择 • 不可变数据层是实验可复现的关键 原视频: https://www.youtube.com/watch?v=9_0hs2sxHHo

📋 今日要闻 · 2026-07-25 【AI 基础设施】 • 蓝思科技与英特尔签署合作备忘录，重点关注玻璃通孔先进封装业务 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/392.htm • AMD Unveils New Products in Pursuit of $2 Trillion Market bloomberg-tech · 2026-07-23 · https://www.bloomberg.com/news/articles/2026-07-23/amd-unveils-new-products-in-pursuit-of-2-trillion-opportunity • Building AI infrastructure with the Effingham County community OpenAI Blog · 2026-07-22 · https://openai.com/index/building-ai-infrastructure-with-the-effingham-county-community • White House Official Says Moonshot Accessed Banned Nvidia Chips bloomberg-tech · 2026-07-22 · https://www.bloomberg.com/news/articles/2026-07-22/white-house-official-says-moonshot-accessed-banned-nvidia-chips 【大模型】 • 蚂蚁集团发布百灵原生混合推理模型 Ling-3.0-flash：124B 总参数量，能力对标上一代旗舰 Ring-2.6-1T IT之家 · 2026-07-24 · https://www.ithome.com/0/981/382.htm • 新晋菲尔兹奖得主雅各布宣布加入OpenAI 36kr-newsflash · 2026-07-24 · https://36kr.com/newsflashes/3909592817833349?f=rss • Anthropic launches Opus 5 techcrunch-ai · 2026-07-24 · https://techcrunch.com/2026/07/24/anthropic-launches-opus-5/ 【具身智能模型】 • 我国成功发射两颗 AI 卫星：一颗能自己管自己，一颗在天上做气象预报 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/300.htm 【智能驾驶】 • 零跑 D19 首次 OTA 开启推送，升级优化城市领航辅助 VLA IT之家 · 2026-07-24 · https://www.ithome.com/0/981/360.htm • 东风奕派 M8 上市：首批搭载华为乾崑智驾 ADS 5 Pro，限时权益价 16.58 万元起 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/835.htm • Tesla’s robotaxi promises are clashing with reality theverge · 2026-07-23 · https://www.theverge.com/transportation/970003/tesla-robotaxi-mileage-waymo-cities-earnings-musk • Tesla says ‘Robotaxi’ is expanding — its own chart shows it’s not electrek · 2026-07-22 · https://electrek.co/2026/07/22/tesla-robotaxi-growth-flat-own-chart-q2-2026/ • Tesla still has no real plan for Hardware 3 owners promised FSD electrek · 2026-07-23 · https://electrek.co/2026/07/22/tesla-hardware-3-fsd-no-plan-musk-earnings-call/ 【机器人硬件】 • 宇树发布轮足机器人 As2-W：速度 6m/s、IP54 级防水、空载续航距离超 30km IT之家 · 2026-07-24 · https://www.ithome.com/0/981/372.htm • Robot snakes searched for Venezuela earthquake survivors in collapsed buildings arstechnica · 2026-07-24 · https://arstechnica.com/gadgets/2026/07/robot-snakes-searched-for-venezuela-earthquake-survivors-in-collapsed-buildings/ • ChinaJoy26前瞻首发：硬科技扎堆、机器人跳舞，游戏展正在被AI重写 36氪 · 2026-07-23 · https://www.36kr.com/p/3907922137896834 【AI 消费硬件与脑机】 • Al手机大战，全面开打 36氪 · 2026-07-24 · https://www.36kr.com/p/3909564969342081 • Agent手机的三条路线与一场权力游戏 36氪 · 2026-07-24 · https://www.36kr.com/p/3909566283306372 • 小米新机入网：备案小米 MiMo、文心一言、DeepSeek、通义千问等多款大模型 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/378.htm • 卡住端侧AI的不是内存 36氪 · 2026-07-24 · https://www.36kr.com/p/3909363449451649 • 大厂挤爆AI宠物赛道：年轻人不想铲屎，只想要不死的赛博猫咪？ 36氪 · 2026-07-24 · https://www.36kr.com/p/3909419897607301 【AI Agent】 • 亚马逊升级 Alexa+ AI 助手，可完成购物、餐厅预订、叫车等任务 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/338.htm • 赛马结束，大厂各寻Agent主心骨 36氪 · 2026-07-24 · https://www.36kr.com/p/3909509300556931 • Claude Agent突然大更新，狂塞500个技能，网友直呼疯狂 36氪 · 2026-07-23 · https://www.36kr.com/p/3907809216959622 • OpenAI's attack agent did exactly what it was told - just more relentlessly than zdnet · 2026-07-23 · https://www.zdnet.com/article/openai-hugging-face-attack-agent/ 【💰 财经动态】 • 消息称 AMD 与 Anthropic 签署数百亿美元芯片采购协议，并最高向 Anthropic 投资 50 亿美元 IT之家 · 2026-07-22 · https://www.ithome.com/0/980/309.htm • $GOOGL updates FY 2026 capex guidance: To $195B-$205B. Up from $180B-$190B. Goog x-serenity · 2026-07-22 · https://www.x.com/aleabitoreddit/status/2080035769062916479 • 英特尔 2026 财年第二财季营收 161 亿美元同比大增 25% 为 15 年以来最快增速：归母亏损 110.33 亿美元同比扩大 278.1%，代工部门营收 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/876.htm • 英伟达与 Amkor 达成 15 亿美元芯片封装协议，共拓美国先进 AI 封装产能 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/882.htm

📋 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

📋 今日要闻 · 2026-07-23 【AI 基础设施】 • Built for Vera Rubin, NVIDIA Spectrum-6 Arrives in Gigascale AI Factories NVIDIA Blog · 2026-07-21 · https://blogs.nvidia.com/blog/nvidia-spectrum-six-arrives-in-gigascale-ai-factories/ • At SIGGRAPH, NVIDIA Advances Graphics and Simulation With Agentic and Physical A NVIDIA Blog · 2026-07-20 · https://blogs.nvidia.com/blog/siggraph-news-2026/ • Google is working on a new AI chip designed to make Gemini more efficient techcrunch-ai · 2026-07-20 · https://techcrunch.com/2026/07/20/google-is-working-on-a-new-ai-chip-designed-to-make-gemini-more-efficient/ • Z.AI Completes Giant Data Center With Chinese Chips to Train AI bloomberg-tech · 2026-07-20 · https://www.bloomberg.com/news/articles/2026-07-20/z-ai-completes-giant-data-center-with-chinese-chips-to-train-ai • We cut open the Kirin 9030 and put it under an electron microscope. The smallest x-semianalysis · 2026-07-20 · https://www.x.com/SemiAnalysis_/status/2079251630608842814 【大模型】 • 英伟达黄仁勋：美国无需害怕中国开源 AI 模型，应警惕国内“封禁”呼声 IT之家 · 2026-07-22 · https://www.ithome.com/0/980/294.htm • OpenAI says its AI went rogue and launched 'unprecedented' cyber-attack bbc-tech · 2026-07-22 · https://www.bbc.co.uk/news/articles/c3ek3gvdnj3o?at_medium=RSS&at_campaign=rss • 谷歌Gemini跌出全球排名前十 36氪 · 2026-07-22 · https://www.36kr.com/p/3906712566797699 • China’s Open AI Models Are Challenging Silicon Valley’s Playbook wired-ai · 2026-07-22 · https://www.wired.com/story/chinas-open-ai-models-are-challenging-silicon-valleys-playbook/ • OpenAI’s Brockman on New ChatGPT Era After ‘Tough’ Year of Cuts: Q&A bloomberg-tech · 2026-07-22 · https://www.bloomberg.com/news/newsletters/2026-07-22/openai-s-brockman-on-new-chatgpt-era-after-tough-year-of-cuts-q-a 【具身智能模型】 • 147. 和蚂蚁灵波沈宇军聊：机器人原生基础模型、大脑和本体的关系、预训练与数据scale up、老师汤晓鸥 知识库精读 · 2026-07-22 · https://www.xiaoyuzhoufm.com/episode/6a5f79b3a3fec224d5a128cd • The State of Simulation for Physical AI: An Overview Hugging Face · 2026-07-21 · https://huggingface.co/blog/nvidia/state-of-simulation-for-physical-ai • Grabette: an open system to record robot-manipulation data Hugging Face · 2026-07-21 · https://huggingface.co/blog/grabette 【智能驾驶】 • Electric, autonomous, and there’s 800 of them: inside this week’s BIGGEST deal electrek · 2026-07-22 · https://electrek.co/2026/07/22/electric-autonomous-and-theres-800-of-them-inside-this-weeks-biggest-deal/ • Mobileye 将自 2027 年起为 Stellantis 部分车型提供云增强 ADAS IT之家 · 2026-07-21 · https://www.ithome.com/0/979/796.htm • 北京越野泰钽 700 豪华越野 SUV 发布：首批搭载华为乾崑智驾 ADS 5，预售价 29.98 万元起 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/771.htm • 岚图泰山 X8 EV 车型到店：搭载华为乾崑全新四激光雷达，33.99 万元起 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/761.htm 【机器人硬件】 • Hyundai claims humanoid robot plan is not part of talks with striking workers arstechnica · 2026-07-22 · https://arstechnica.com/ai/2026/07/hyundai-claims-humanoid-robot-plan-is-not-part-of-talks-with-striking-workers/ • Narwal Flow 2 review: The robot vacuum that finally perfected obstacle avoidance zdnet · 2026-07-22 · https://www.zdnet.com/article/narwal-flow-2-review-robot-vacuum-mop-combination-2026/ 【AI 消费硬件与脑机】 • 三星首款 AI 眼镜 Galaxy Glasses 亮相：搭载骁龙 AR1 Gen1 芯片，满电续航 9 小时 IT之家 · 2026-07-22 · https://www.ithome.com/0/980/323.htm • 三星最轻折叠屏手机 Galaxy Z Flip8 发布，8999 元起 IT之家 · 2026-07-22 · https://www.ithome.com/0/980/316.htm 【AI Agent】 • 大厂肉搏WAIC：阿里、腾讯当面对擂，智能体入口卡位战全线开打 36氪 · 2026-07-22 · https://www.36kr.com/p/3906436902278280 • I gave Perplexity's agentic AI 5 complex tasks to run on my Mac - and I'll do it zdnet · 2026-07-22 · https://www.zdnet.com/article/perplexity-personal-computer-agentic-ai-complex-tasks-mac/ • 16万Star的OpenCode彻底重写：API全部重做、Bun换Node、桌面端迁移Electron 36氪 · 2026-07-20 · https://www.36kr.com/p/3903808799196809 【💰 财经动态】 • OpenAI 拟投资 200 亿美元在美国新建数据中心，到 2030 年算力支出预期上调至近 7500 亿美元 IT之家 · 2026-07-22 · https://www.ithome.com/0/980/322.htm • Google Says Cloud Services Backlog Expands to $514 Billion bloomberg-tech · 2026-07-22 · https://www.bloomberg.com/news/articles/2026-07-22/google-says-cloud-services-backlog-expands-to-514-billion • Google Boosts 2026 Spending Estimate to as Much as $205 Billion bloomberg-tech · 2026-07-22 · https://www.bloomberg.com/news/articles/2026-07-22/google-boosts-2026-spending-estimate-to-as-much-as-205-billion • 特斯拉 2026 财年第二财季归母净利润 11.11 亿美元，同比下降 5.21% IT之家 · 2026-07-22 · https://www.ithome.com/0/980/350.htm • Monday.com lays off hundreds to focus on AI techcrunch-ai · 2026-07-22 · https://techcrunch.com/2026/07/22/monday-com-lays-off-hundreds-to-focuses-on-ai/

📋 今日要闻 · 2026-07-22 【AI 基础设施】 • NVIDIA Vera Rubin Driving Performance Per Watt, Lowest Token Cost for Partners W NVIDIA Blog · 2026-07-21 · https://blogs.nvidia.com/blog/vera-rubin/ • 黄仁勋的“达链”闭环了 36氪 · 2026-07-21 · https://www.36kr.com/p/3904937240364936 • Bristol Myers Squibb Building Life Science Industry’s Most Advanced AI Factory o NVIDIA Blog · 2026-07-20 · https://blogs.nvidia.com/blog/bristol-myers-squibb-building-life-science-industrys-most-advanced-ai-factory-on-nvidia-vera-rubin/ • 让美国人贡献民电来跑AI，Sunrun这个方案是噱头还是解药？ 36氪 · 2026-07-20 · https://www.36kr.com/p/3903739244905863 【大模型】 • GPT-5.6-Sol在网络攻防能力上，超越了Mythos，开源模型也排好了 36氪 · 2026-07-21 · https://www.36kr.com/p/3905122912438146 • US threatens sanctions against Chinese AI models over IP theft techcrunch-ai · 2026-07-21 · https://techcrunch.com/2026/07/21/us-threatens-sanctions-against-chinese-ai-models-over-ip-theft/ • RT by @elonmusk: Grok 4.5 is really good at React. It's also very affordable and x-elonmusk · 2026-07-20 · https://www.x.com/leerob/status/2079240370576146875 • Safety and alignment in an era of long-horizon models OpenAI Blog · 2026-07-20 · https://openai.com/index/safety-alignment-long-horizon-models 【具身智能模型】 • 5.83倍加速，PolicyTrim：让VLA机器人少走弯路、更快完成任务 36氪 · 2026-07-21 · https://www.36kr.com/p/3905122994292611 • 光轮智能与西门子正式达成合作 36kr-newsflash · 2026-07-20 · https://36kr.com/newsflashes/3903949369329280?f=rss 【智能驾驶】 • Tesla Robotaxis go to Florida theverge · 2026-07-21 · https://www.theverge.com/transportation/968624/tesla-robotaxis-orlando-tampa-florida-earnings • Tesla puts Starlink antenna in Cybercab electrek · 2026-07-21 · https://electrek.co/2026/07/20/tesla-starlink-cybercab-integration-why/ • FSD v14 Lite (for Tesla AI3 hardware vehicles) review. This is the version that’ x-ashok · 2026-07-20 · https://www.x.com/aelluswamy/status/2079251214865457429 【机器人硬件】 • Roborock RockMaw X120H LiDAR AWD robot mower $699 off launch, Bluetti Member Day electrek · 2026-07-21 · https://electrek.co/2026/07/21/roborock-rockmaw-x120h-lidar-awd-robot-mower-bluetti-power-station-sale-velotric-e-bikes-more/ • Firefighting drones in the works as wildfires plague US nearly year-round arstechnica · 2026-07-20 · https://arstechnica.com/ai/2026/07/firefighting-drones-in-the-works-as-wildfires-plague-us-nearly-year-round/ 【AI 消费硬件与脑机】 • BaseRT：专为 Apple Silicon 优化，让 Mac 本地大模型快 6.4 倍 小众软件 · 2026-07-21 · https://www.appinn.com/basert/ • Halliday’s New Smart Glasses Skip the Camera wired-ai · 2026-07-21 · https://www.wired.com/story/halliday-new-smart-glasses-skip-the-camera/ • 荣耀、豆包领衔，WAIC上的AI手机，开始跟你抢事做了 36氪 · 2026-07-19 · https://www.36kr.com/p/3901343845598599 • 华为鸿蒙 HarmonyOS 6.1.0.135 版本“隐藏”特性曝光：默认图标优化、耳机控制页面布局调整 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/804.htm 【AI Agent】 • AI 智能体互联国标试点在京启动，美团、滴滴、联想等18家单位首批签约 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/816.htm • New in Claude Cowork: teach Claude a skill. Record your screen while you do a ta x-claude · 2026-07-21 · https://www.x.com/claudeai/status/2079595988998554047 • AI巨头正在争夺人类的错题本 36氪 · 2026-07-20 · https://www.36kr.com/p/3903872615679369 • 清华陶建华团队提出「自进化同策略蒸馏」SEED：让Agentic RL训练也懂事后监督 36氪 · 2026-07-21 · https://www.36kr.com/p/3904876893013897 • Jack Dorsey is taking on Slack with Buzz, a group chat platform for teams and th techcrunch-ai · 2026-07-21 · https://techcrunch.com/2026/07/21/jack-dorsey-is-taking-on-slack-with-buzz-a-group-chat-platform-for-teams-and-their-ai-agents/ 【💰 财经动态】 • $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its x-serenity · 2026-07-20 · https://www.x.com/aleabitoreddit/status/2079254669793316962 • 市值蒸发超3000亿后，MiniMax如何讲好下一个“故事”？ 36氪 · 2026-07-21 · https://www.36kr.com/p/3905198817789833 • 特斯拉现金流或现两年多来首次净流出，AI 投入考验市场信心 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/769.htm