AI 行业日报 - 节目列表

特别篇：AI for Science 爆发与新科研时代

YouTube 长访谈中文精华改编。原始标题: 对话前DeepMind曹原：AI for Science爆发，一个新时代到来了频道: 硅谷101 原视频时间: 2026-08-15 主持人: 陈茜嘉宾: 曹原主题: AI for Science 爆发与新科研时代核心观点: • AI4S 不是应用场景，而是倒逼 AGI 进化的终极考场 • 验证（Verification）才是 AI4S 真正的瓶颈，不是算力也不是数据 ️ • 抽象新概念的能力，可能是 AGI 永远无法跨越的"最后一英里" • 三大巨头的 AI4S 战略分野：Google 有深度，OpenAI 有锐度，Anthropic 有人 • AI for math 的瓶颈不是模型聪明度，而是"概念发明"和形式化验证 • 符号主义不会复兴，但会成为连接主义的关键"加速器" 原视频: https://www.youtube.com/watch?v=H35nVgNGyo8

8

08/23 AI日报｜中诚华隆推HL200芯片/FreeToken开源边缘推理/凯迪拉克XT5搭R7模型

📋 今日要闻 · 2026-08-23 【AI 基础设施】 • 中诚华隆 HL200 推理芯片发布：能效比 5.12 TFLOPS/W、集群最高可扩展至万卡 IT之家 · 2026-08-22 · https://www.ithome.com/0/993/108.htm • AI的电力账单与算力碳足迹 36氪 · 2026-08-22 · https://www.36kr.com/p/3949940696317321 • A useful metric for evaluating LLM inference is tok/s/MW: how many tokens a syst x-semianalysis · 2026-08-22 · https://www.x.com/SemiAnalysis_/status/2091208991271420076 • The Unlikely Place at the Center of China’s AI Boom wired-ai · 2026-08-21 · https://www.wired.com/story/the-unlikely-place-at-the-center-of-chinas-ai-boom/ 【大模型】 • 单卡5090跑满血DeepSeek V4Flash，已开源，Token自由了！知识库精读 · 2026-08-22 · https://arxiv.org/abs/2608.16157 • 神秘新模型“Ox Alpha”突袭 OpenRouter，性能超过 Fable 5？全网盲猜智谱或小米 36氪 · 2026-08-21 · https://www.36kr.com/p/3949075883916416 • 大厂的AI人才抢夺战，人比算力更贵 36氪 · 2026-08-21 · https://www.36kr.com/p/3948879291291271 【智能驾驶】 • 凯迪拉克全新 XT5 PHEV 首秀成都车展：Momenta R7 世界模型，预计 9 月初上市 IT之家 · 2026-08-22 · https://www.ithome.com/0/993/123.htm • 特斯拉正有意放缓 Model Y 加入 Robotaxi 车队，押注 Cybercab IT之家 · 2026-08-22 · https://www.ithome.com/0/993/128.htm • Tesla says FSD v15 is a ‘step-change,’ Optimus sells in 2027 electrek · 2026-08-20 · https://electrek.co/2026/08/20/tesla-jpmorgan-fremont-fsd-v15-hw4-optimus-2027/ 【机器人硬件】 • 全球首款全自主打网球机器人亮相，与运动员开展人机混双对打 IT之家 · 2026-08-22 · https://www.ithome.com/0/993/107.htm • 航天自研半人马机器人首次公开亮相，未来甚至有望奔赴太空开展作业 IT之家 · 2026-08-22 · https://www.ithome.com/0/993/124.htm 【AI 消费硬件与脑机】 • Here's how to use sign-to-text translation on Pixel 11. google-blog · 2026-08-21 · https://blog.google/products-and-platforms/devices/pixel/american-sign-language-sign-to-text-pixel-11/ • OPPO 新机通过 3C 认证：支持 80W 快充，预计为 Find X10 系列 IT之家 · 2026-08-23 · https://www.ithome.com/0/993/138.htm 【AI Agent】 • 震撼，OpenAI全面开源Codex Harness 36氪 · 2026-08-21 · https://www.36kr.com/p/3948952877661575 • Improvements to Grok Build almost every day http://X.ai/build x-elonmusk · 2026-08-21 · https://www.x.com/elonmusk/status/2090839546686767400 • 哈佛商学院推出 699 美元创业训练营，讲师 AI 数字分身提供路演反馈 IT之家 · 2026-08-22 · https://www.ithome.com/0/993/131.htm 【💰 财经动态】 • 内存成本飙升，消息称英伟达 AI 芯片服务器明年初起涨价最高超 15% IT之家 · 2026-08-23 · https://www.ithome.com/0/993/136.htm • 机器人GPT-3时刻震动硅谷，0行代码，看一遍秒会，黄仁勋李飞飞参投 36氪 · 2026-08-21 · https://www.36kr.com/p/3949212725542021 • 具身数据生意经14｜机器人数据开始出现亿元订单，但我更想看"复售率" 知识库精读 · 2026-08-21 · https://mp.weixin.qq.com/s/fg2IKmZsE3npgq9Qo8Dslw*

11分钟

19

08/22 AI日报｜台积电退出8英寸晶圆/Grok现加密攻击漏洞/特斯拉集成豆包大模型

📋 今日要闻 · 2026-08-22 【AI 基础设施】 • Arizona rises to a $265B commitment, and the driver is simple. US customers want x-semianalysis · 2026-08-21 · https://www.x.com/SemiAnalysis_/status/2090907004378226844 • The mature node inflection we called in May is confirmed, and it is a supply sto x-semianalysis · 2026-08-21 · https://www.x.com/SemiAnalysis_/status/2090907005498106205 • SSD 与 HDD 价差创纪录，30TB 企业级固态硬盘飙至 22600 美元达机械硬盘 18.6 倍 IT之家 · 2026-08-21 · https://www.ithome.com/0/992/868.htm • LG's new OLED manufacturing tech can make panels bigger and brighter engadget · 2026-08-20 · https://www.engadget.com/2240635/lg-flipp-oled-manufacturing-bigger-brighter-displays/ 【大模型】 • Grok exfiltrates user data when malicious instructions are encrypted arstechnica · 2026-08-20 · https://arstechnica.com/security/2026/08/grok-exfiltrates-user-data-when-malicious-instructions-are-encrypted/ • Google will let you tailor your Discover feed using natural language now zdnet · 2026-08-20 · https://www.zdnet.com/article/google-more-control-over-discover-feed-algorithm/ • The best and worst AI for your privacy, ranked - and how each handles your data zdnet · 2026-08-20 · https://www.zdnet.com/article/best-and-worst-ai-for-your-privacy-ranked/ • OpenAI seeks to one-up Anthropic with new customer privacy protections techcrunch-ai · 2026-08-19 · https://techcrunch.com/2026/08/19/openai-seeks-to-one-up-anthropic-with-new-customer-privacy-protections/ • GOOD NEWS 🇨🇳 Volcano Engine just announced that Tesla has begun integrating Doub x-ming-tesla · 2026-08-19 · https://www.x.com/tslaming/status/2090080971454578902 【具身智能模型】 • 王兴兴定下80%标准：机器人爆发还差两个数字和一次「自进化」｜WRC 2026 知识库精读 · 2026-08-21 · https://mp.weixin.qq.com/s/O6qmeo5FrJV1fzit4lmUeQ* • 王潜想要的具身大脑，数字世界根本给不了知识库精读 · 2026-08-21 · https://mp.weixin.qq.com/s/jGigkHCZQUtuhj1_0MyyQw* • 在WRC灰头土脸一天，也简单聊下三个主观感受知识库精读 · 2026-08-21 · https://mp.weixin.qq.com/s/oHO1WcfEtOWRTnJBtRka_w* 【智能驾驶】 • 奇瑞召回 68,488 辆 iCAR 03、风云 X3 车型，车内应急机械拉手不易识别和操作 IT之家 · 2026-08-21 · https://www.ithome.com/0/992/790.htm • Waymo doubles spending on lobbying in robotaxi battle with Uber arstechnica · 2026-08-21 · https://arstechnica.com/cars/2026/08/waymo-doubles-spending-on-lobbying-in-robotaxi-battle-with-uber/ 【机器人硬件】 • US distributor of China’s most popular humanoid robots pivots after US ban arstechnica · 2026-08-20 · https://arstechnica.com/gadgets/2026/08/us-distributor-of-chinas-most-popular-humanoid-robots-pivots-after-us-ban/ 【AI Agent】 • Suggested patches open in Claude Code on the web, using the models your team alr x-claude · 2026-08-21 · https://www.x.com/claudeai/status/2090852318527033804 • Binance now lets AI agents trade, but keeping them in check is largely up to use techcrunch-ai · 2026-08-20 · https://techcrunch.com/2026/08/20/binance-now-lets-ai-agents-trade-but-keeping-them-in-check-is-largely-up-to-users/ • Token经济转点：OpenClaw、Hermes到本地自研的Agent进化之路 36氪 · 2026-08-21 · https://www.36kr.com/p/3949200336780424 • 腾讯上新，字节加码，AI视频工具开始卷“出海”？ 36氪 · 2026-08-21 · https://www.36kr.com/p/3948684856170115 【💰 财经动态】 • Marvell 与谷歌签署定制芯片协议并授予其大额认股权证：行权价 206.58 美元，盘前涨超 10% IT之家 · 2026-08-19 · https://www.ithome.com/0/991/834.htm • TSMC posted all-time highs in revenue ($40.2B), gross margin (67.7%), and operat x-semianalysis · 2026-08-21 · https://www.x.com/SemiAnalysis_/status/2090907001932964153

10分钟

17

08/21 AI日报｜AMD确认RX9050规格/英伟达云游戏支持Firefox/OpenAI下线Sora

📋 今日要闻 · 2026-08-21 【AI 基础设施】 • AMD 确认 Radeon RX 9050 (4GB) 显卡技术细节：无限缓存同样砍半 IT之家 · 2026-08-20 · https://www.ithome.com/0/992/349.htm • SteamOS 3.9 适配英特尔 Arc B580 独显，可直接启动并运行多款游戏 IT之家 · 2026-08-20 · https://www.ithome.com/0/992/384.htm • Bring the Fire: Play Games on GeForce NOW With New Firefox Browser Support NVIDIA Blog · 2026-08-20 · https://blogs.nvidia.com/blog/geforce-now-thursday-firefox/ • 显卡超频工具 HYDRA 支持英伟达 RTX 50 系列高级调校：解锁 125% 功耗上限，实验性支持 RTX PRO 6000 IT之家 · 2026-08-18 · https://www.ithome.com/0/991/358.htm • Ninkear 推出 L20 迷你主机：酷睿 Ultra 5 226V 处理器，699 欧元 IT之家 · 2026-08-18 · https://www.ithome.com/0/991/337.htm 【大模型】 • Sora退场，国产崛起：AI视频生成的“拐点”时刻 36氪 · 2026-08-20 · https://www.36kr.com/p/3946498550922372 • 赛马过时了，Wan 3.0还是越早和HappyHorse合并越好 36氪 · 2026-08-19 · https://www.36kr.com/p/3946338839460993 • “AI 教母”李飞飞：身为科技从业者，应把“AI 能带来什么好处”讲得更清楚 IT之家 · 2026-08-19 · https://www.ithome.com/0/991/841.htm 【智能驾驶】 • 广汽传祺向往 S9 获 OTA 3.0 推送，升级华为乾崑智驾 ADS V4.1、鸿蒙座舱 5 等 IT之家 · 2026-08-19 · https://www.ithome.com/0/991/858.htm • 启境汽车：GT7 自首获 L3 级有条件自动驾驶道路测试许可后，累计实测里程已超过 30 万公里 IT之家 · 2026-08-19 · https://www.ithome.com/0/991/803.htm • 鸿蒙智行智界 RX 的 L3 架构不只四激光，郭锐透露还有“惊喜”静候揭秘 IT之家 · 2026-08-20 · https://www.ithome.com/0/992/402.htm • 小鹏辟谣：近日网传我司部分车型辅助驾驶研发进度，相关信息为不实消息 IT之家 · 2026-08-20 · https://www.ithome.com/0/992/356.htm • 奕境曾清林谈 X9 新车定价：卖 40 万以上是更轻松的商业选择，但高端科技不该是少数人的特权 IT之家 · 2026-08-20 · https://www.ithome.com/0/992/328.htm 【机器人硬件】 • 荣耀自研机器人闪电和元气仔官宣参加第二届人形机器人运动会 IT之家 · 2026-08-19 · https://www.ithome.com/0/991/838.htm • I'm getting Vietnam flashbacks to the launch of OpenAi. Where with every model, x-serenity · 2026-08-18 · https://www.x.com/aleabitoreddit/status/2089746797300432912 【AI 消费硬件与脑机】 • The Pixel 11 Pro is a great phone, no thanks to its flashiest new features theverge · 2026-08-19 · https://www.theverge.com/tech/981713/google-pixel-11-pro-review • The Pixel 11 isn’t the best Pixel of 2026, but it’s the smartest buy theverge · 2026-08-19 · https://www.theverge.com/tech/982190/google-pixel-11-review • Google Pixel 11 review: A lot of phone for a little more money engadget · 2026-08-19 · https://www.engadget.com/2240042/google-pixel-11-review/ • Apple appears to have leaked its camera-equipped AirPods engadget · 2026-08-18 · https://www.engadget.com/2238891/apple-appears-to-have-leaked-its-camera-equipped-airpods/ 【AI Agent】 • Ramp launches its own AI model router, called Router techcrunch-ai · 2026-08-20 · https://techcrunch.com/2026/08/20/ramp-launches-its-own-ai-model-router-called-router/ • Meta brings Pocket, an app that lets you vibe-code and share games, to US users techcrunch-ai · 2026-08-20 · https://techcrunch.com/2026/08/20/meta-brings-pocket-an-app-that-lets-you-vibe-code-and-share-games-to-us-users/ • RT by @elonmusk: BREAKING: Grok 4.6 just tied for #1 on the Artificial Analysis x-elonmusk · 2026-08-20 · https://www.x.com/teslaownersSV/status/2090492800777503090 • AI 办公混战，腾讯百度抢先 36氪 · 2026-08-19 · https://www.36kr.com/p/3946308190672517 【💰 财经动态】 • 中际旭创入股，实控人套现17亿，光模块巨头为何看上中石科技？ 36氪 · 2026-08-18 · https://www.36kr.com/p/3944821256731784 • 阿里 CEO 吴泳铭：平头哥二代芯片预计今年下半年流片、产出 IT之家 · 2026-08-20 · https://www.ithome.com/0/992/380.htm • 赛力斯集团：问界 M6 汽车上市 97 天，累计交付突破 4 万台 IT之家 · 2026-08-19 · https://www.ithome.com/0/991/805.htm

34

08/20 AI日报｜字节腾讯获H200许可/Anthropic蛋白质设计成功/小米人形机器人亮相

📋 今日要闻 · 2026-08-20 【AI 基础设施】 • China reportedly allows ByteDance and Tencent to import 10,000 H200 chips engadget · 2026-08-19 · https://www.engadget.com/2239738/china-reportedly-allows-bytedance-tencent-import-10000-h200-chips/ • 科技巨头为数据中心大建天然气电厂，或令全美电力行业碳排放增加 20% IT之家 · 2026-08-18 · https://www.ithome.com/0/991/345.htm • 告别“堆卡”：2026，中国算力开启“Token价值产出”大考 36氪 · 2026-08-19 · https://www.36kr.com/p/3946148415716744 • Cerebras's Next Generation CS-4: Fast Just Got Faster Double the Performance, Do x-semianalysis · 2026-08-19 · https://www.x.com/SemiAnalysis_/status/2089893209128280303 【大模型】 • 突发！唐杰长文谈Scaling Law：GLM-5.3为何转动后训练旋钮知识库精读 · 2026-08-19 · https://mp.weixin.qq.com/s/ojJ3BJzCbMRbKutwszdG4w* • Claude开始自主设计新蛋白质，效率超越人类专家数十倍 36氪 · 2026-08-19 · https://www.36kr.com/p/3946343275232649 • 20%推理算力用来“看住AI”：大模型竞争进入安全成本时代 36氪 · 2026-08-19 · https://www.36kr.com/p/3945868813620870 • MiniMax核心工程负责人阿岛离职知识库精读 · 2026-08-19 · https://mp.weixin.qq.com/s/Mjs8jLuyGQn0ah4yJmGO9w* 【具身智能模型】 • 深度｜以时间密度重构行业标尺：千寻智能的30天进化启示录知识库精读 · 2026-08-19 · https://mp.weixin.qq.com/s/yXxnLpsXnejjw6sJqQGL2w* • Physical Intelligence CEO 的 18 条判断：数据不再是瓶颈，最后 5% 才是知识库精读 · 2026-08-20 · https://mp.weixin.qq.com/s/UnDTDraXaDeQpK2RkLEAxQ • 墨奇智能黄青虬：做智驾五年，我知道具身创业该避开哪些噪音知识库精读 · 2026-08-19 · https://mp.weixin.qq.com/s/s0Nv1qlGKpORSfahpDkh7Q* • 世界模型，正在成为AI公司的“下一张船票” 36氪 · 2026-08-18 · https://www.36kr.com/p/3944571898707074 • 看懂银河通用，就读懂了具身智能的未来 36氪 · 2026-08-19 · https://www.36kr.com/p/3946454123822213 【智能驾驶】 • 特斯拉过度宣传智驾遭反噬：Robotaxi 撞穿路障后继续行驶，此前高管宣称安全记录“无可挑剔” IT之家 · 2026-08-19 · https://www.ithome.com/0/991/865.htm • 奕境 X9 开启预售：满配华为乾崑全栈智能，29.98 万-37.98 万元 IT之家 · 2026-08-18 · https://www.ithome.com/0/991/332.htm • 小米卢伟冰：澎程车型小订订单好于预期，9 月上市后交付速度会很快 IT之家 · 2026-08-18 · https://www.ithome.com/0/991/315.htm 【机器人硬件】 • 小米新一代人形机器人与观众实时互动视频发布：由大模型驱动，自主理解、判断并完成动作 IT之家 · 2026-08-19 · https://www.ithome.com/0/991/848.htm • 京东 WRC 2026 发布机器人战略：到 2028 年投入百亿级资源，助力 100 个品牌销售额破 10 亿元 IT之家 · 2026-08-19 · https://www.ithome.com/0/991/821.htm 【AI 消费硬件与脑机】 • 华为新款平板 AST 系列通过星闪联盟测试，消息称部分型号支持星闪音频 IT之家 · 2026-08-19 · https://www.ithome.com/0/991/819.htm • Amazon Fire TV devices are getting a free Alexa Plus upgrade theverge · 2026-08-19 · https://www.theverge.com/tech/982166/amazon-alexa-plus-fire-tv-free • Why Apple’s camera-equipped AirPods may not be the ‘pervert pods’ consumers fear techcrunch-ai · 2026-08-18 · https://techcrunch.com/2026/08/18/why-apples-camera-equipped-airpods-may-not-be-the-pervert-pods-consumers-fear/ • 苹果新一代 Apple TV 4K 曝光，有望配备升级款 Siri Remote 遥控器 IT之家 · 2026-08-18 · https://www.ithome.com/0/991/339.htm 【AI Agent】 • Replit expands access to software creation with GPT-5.6 Luna OpenAI Blog · 2026-08-19 · https://openai.com/index/replit • Cursor capitalizes on GitHub frustration, launches rival hosting platform techcrunch-ai · 2026-08-18 · https://techcrunch.com/2026/08/18/cursor-capitalizes-on-github-frustration-launches-rival-hosting-platform/ • Asana cleared 5 years of engineering work in 2 weeks with Codex OpenAI Blog · 2026-08-18 · https://openai.com/index/asana • Microsoft Copilot reveals secret input that allowed it to be hacked arstechnica · 2026-08-18 · https://arstechnica.com/security/2026/08/microsoft-copilot-reveals-secret-input-that-allowed-it-to-be-hacked/ • Snowflake’s Plan to Cut AI Costs bloomberg-tech · 2026-08-18 · https://www.bloomberg.com/news/videos/2026-08-18/snowflake-s-plan-to-cut-ai-costs-video 【💰 财经动态】 • Unitree (688836) is now public. And is valued at ~$53.3B, after rising +492.18% x-serenity · 2026-08-19 · https://www.x.com/aleabitoreddit/status/2089908198694351064 • Etched’s valuation doubles to $21B in a month techcrunch-ai · 2026-08-18 · https://techcrunch.com/2026/08/18/etcheds-valuation-doubles-to-21b-in-a-month/ • $MRVL gives $GOOGL options to buy $12.2B of the company. "The Marvell-Google dea x-serenity · 2026-08-19 · https://www.x.com/aleabitoreddit/status/2090103899302826302 • Stripe to Buy AI Firm OpenRouter in $7 Billion Deal bloomberg-tech · 2026-08-17 · https://www.bloomberg.com/news/videos/2026-08-17/stripe-to-buy-ai-firm-openrouter-in-7-billion-deal-video • Anthropic Pre-IPO Credit Facility Set to Climb Past $10 Billion bloomberg-tech · 2026-08-18 · https://www.bloomberg.com/news/articles/2026-08-18/anthropic-pre-ipo-credit-facility-set-to-climb-past-10-billion 【🎙️ 关键人物：Alex Atallah】 • 跨国串门儿计划 #680｜OpenRouter CEO Alex Atallah：为什么中国开源模型正在碾压美国知识库精读 · 2026-08-19 · https://www.xiaoyuzhoufm.com/episode/6a857ad1ef65145dfcc20895

16分钟

29

特别篇：聊天机器人不是终局：OpenAI设计负责人Ian Silber谈下一代界面

YouTube 长访谈中文精华改编。原始标题: OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber 频道: Lenny's Podcast 原视频时间: 2026-08-16 主持人: Lenny Rachitsky 嘉宾: Ian Silber 主题: 聊天机器人不是终局：OpenAI设计负责人Ian Silber谈下一代界面核心观点: • 设计师不快乐，根源不是 AI 抢了饭碗，而是"我到底该干嘛"没人说得清 • 这恰恰是"做设计师历史上最好的时代"，因为创作门槛被 AI 打掉 • AI 现在已经是出色的产品设计师，但人类掌握"判断什么是好"的最终裁决权 • 传统"原型-mock-测试-迭代"流程已死，设计变成"探索-公开建设-快速学习" • PM、设计、工程不会合并成"builder"，但各自边界会越来越模糊 • 系统思维从"加分项"变成设计师的必备能力原视频: https://www.youtube.com/watch?v=BV0hy6NET-U

16分钟

7

08/19 AI日报｜DeepSeek 大模型涨价/特斯拉接入豆包大模型/小米机器人将公开亮相

📋 今日要闻 · 2026-08-19 【AI 基础设施】 • Token，Token，国内头部大厂齐聚乌兰察布圈地 36氪 · 2026-08-17 · https://www.36kr.com/p/3943531949800838 • 美国加州货运抢劫案频发，AI 数据中心硬件成目标 IT之家 · 2026-08-16 · https://www.ithome.com/0/990/259.htm • 雷克沙推出 THOR Ultra 固态硬盘：PCIe Gen5 M.2，11GB/s 顺序读取 IT之家 · 2026-08-17 · https://www.ithome.com/0/990/726.htm • 备战 2028：AIDA64 测试版提供对 AMD "Zen 7" 服务器处理器初步支持 IT之家 · 2026-08-17 · https://www.ithome.com/0/990/717.htm 【大模型】 • 刚刚，GPT-6代号再泄露，或将周四见 36氪 · 2026-08-18 · https://www.36kr.com/p/3944955640282244 • 涨价是DeepSeek的原罪？ 36氪 · 2026-08-18 · https://www.36kr.com/p/3944918432267655 • The Powerful Chinese AI Model Experts Warned About Is Here wired-ai · 2026-08-18 · https://www.wired.com/story/zai-open-weight-ai-models-release-cybersecurity-hacking/ • 从模型能力到工程优化，海外开发者正在“榨干” Qwen3.8-27B 36氪 · 2026-08-17 · https://www.36kr.com/p/3943218675383689 【智能驾驶】 • 对话｜小马智行副总裁贺星：今年我们为何开始力推Robotruck 知识库精读 · 2026-08-18 · https://mp.weixin.qq.com/s/qW8KFRBIcCDa7btJGpcWpQ • 通过「马斯克」严选，「豆包」补上特斯拉唯一短板 36氪 · 2026-08-18 · https://www.36kr.com/p/3944901139758216 • Tesla is finally launching the Cybercab — let’s hope it’s ready theverge · 2026-08-18 · https://www.theverge.com/transportation/981398/tesla-cybercab-launch-robotaxi-fsd-safe-ready • 华为乾崑智驾车位到车位累计使用次数突破 1 亿次 IT之家 · 2026-08-17 · https://www.ithome.com/0/990/813.htm • Tesla’s Cybercab is about to launch — and we don’t get it electrek · 2026-08-18 · https://electrek.co/2026/08/17/tesla-cybercab-launch-least-exciting-vehicle-ever/ 【机器人硬件】 • 卢伟冰：小米机器人将在 2026 世界机器人大会上首次面向公众亮相 IT之家 · 2026-08-18 · https://www.ithome.com/0/991/326.htm • Integral AI’s Demise Signals Hurdles Ahead for Robotics bloomberg-tech · 2026-08-18 · https://www.bloomberg.com/news/newsletters/2026-08-18/integral-ai-s-demise-signals-hurdles-ahead-for-robotics 【AI 消费硬件与脑机】 • 首发 2699 元闪极 AI 眼镜 loomos L1 发布：钛合金机身 43 克，接入飞书与腾讯 WorkBuddy IT之家 · 2026-08-18 · https://www.ithome.com/0/991/351.htm • 小米“大会师”新品将至，卢伟冰发文预告 9 月“精彩纷呈” IT之家 · 2026-08-18 · https://www.ithome.com/0/991/365.htm • 埃及盲人企业家开发 AI 应用，通过实时描述周围影像助视障群体“看见”世界 IT之家 · 2026-08-18 · https://www.ithome.com/0/991/357.htm • 微软暂时停用 Win11 系统 Copilot 任务栏搜索框，聚焦统一版 Copilot 开发工作 IT之家 · 2026-08-18 · https://www.ithome.com/0/991/352.htm 【AI Agent】 • GPT新模型在OpenAI内网自建留言板，3个月聊了几十万条，一直没人发现 36氪 · 2026-08-18 · https://www.36kr.com/p/3944724232993923 • Google's AI can see your business data by default in Workspace - unless you disa zdnet · 2026-08-18 · https://www.zdnet.com/article/googles-ai-can-see-your-business-data-by-default-in-workspace-unless-you-disable-it/ • 机器流量首次超过人类，互联网进入“三体流量时代”？ 36氪 · 2026-08-18 · https://www.36kr.com/p/3944524490866050 • 通用AI助手，难逃互联网老路？ 36氪 · 2026-08-18 · https://www.36kr.com/p/3944931606117769 • 马斯克上桌，GitHub遭遇史上最尴尬“瘫痪”，18年王座要拱手了？ 36氪 · 2026-08-18 · https://www.36kr.com/p/3944647143423366 【💰 财经动态】 • Groq Valued at $3.5 Billion in Funding Round After Nvidia Deal bloomberg-tech · 2026-08-17 · https://www.bloomberg.com/news/articles/2026-08-17/groq-valued-at-3-5-billion-in-funding-round-after-nvidia-deal • 百度 2026 Q2 业绩会实录：文心将重回 AI 第一梯队，年底前完成香港主要上市 IT之家 · 2026-08-18 · https://www.ithome.com/0/991/340.htm • A 股迎来“人形机器人第一股”，宇树科技官宣 8 月 19 日科创板上市 IT之家 · 2026-08-17 · https://www.ithome.com/0/990/812.htm

14分钟

37

08/18 AI日报｜Grok 4.6 医疗测试进前三/OpenAI解散风险评估团队/Twitch用户可退出AI训练

📋 今日要闻 · 2026-08-18 【AI 基础设施】 • R to @SemiAnalysis_: At 2nm the field returns, and it is bigger than one rival. x-semianalysis · 2026-08-17 · https://www.x.com/SemiAnalysis_/status/2089427311665778874 • Apple has anchored every leading-edge TSMC ramp since 20nm in 2014, though it ha x-semianalysis · 2026-08-17 · https://www.x.com/SemiAnalysis_/status/2089427309254086928 • AI-enriched Linux 7.2 delivers cache-aware scheduling - here's everything new zdnet · 2026-08-17 · https://www.zdnet.com/article/ai-linux-7-2-release-cache-aware-scheduling/ • 泰国成立专门机构，重点管控数据中心对电力、水资源及环境的影响 IT之家 · 2026-08-15 · https://www.ithome.com/0/990/186.htm 【大模型】 • Grok 4.6 is smart, super fast & affordable x-elonmusk · 2026-08-17 · https://www.x.com/elonmusk/status/2089416747720061154 • OpenAI reportedly disbanded its preparedness team theverge · 2026-08-16 · https://www.theverge.com/ai-artificial-intelligence/980817/openai-disbands-preparedness-team • 菲尔兹奖得主马丁 · 海尔：AI 数学推演已达博士水平，中国基础科学投入令人印象深刻 IT之家 · 2026-08-15 · https://www.ithome.com/0/990/181.htm • Amazon Can Use Your Twitch Content to Train Its AI—Unless You Opt Out wired-ai · 2026-08-15 · https://www.wired.com/story/amazon-uses-your-twitch-content-to-train-its-ai-how-to-opt-out/ • Secondhand book sales are booming. Is it because of AI? bbc-tech · 2026-08-15 · https://www.bbc.co.uk/news/articles/cp3rprx2wl4o?at_medium=RSS&at_campaign=rss 【智能驾驶】 • Bedrock Brings Autonomous Driving to Construction bloomberg-tech · 2026-08-17 · https://www.bloomberg.com/news/videos/2026-08-17/bedrock-brings-autonomous-driving-to-construction-video • Nevada caps Tesla’s Vegas ‘Robotaxi’ fleet at 10 — it asked for 5,000 electrek · 2026-08-17 · https://electrek.co/2026/08/17/tesla-nevada-robotaxi-permit-10-vehicles-las-vegas/ 【机器人硬件】 • Uber 与 Zipline 达成合作，年内在美国推出无人机送外卖服务 IT之家 · 2026-08-17 · https://www.ithome.com/0/990/849.htm 【AI 消费硬件与脑机】 • 苹果 visionOS 27.0 开发者预览版 Beta 6 发布 IT之家 · 2026-08-17 · https://www.ithome.com/0/990/863.htm 【AI Agent】 • AI 为主人插队踢飞第一名，千万别让黄牛知道 36氪 · 2026-08-17 · https://www.36kr.com/p/3943341468817033 • Rogue AI aren’t science fiction anymore theverge · 2026-08-16 · https://www.theverge.com/column/980337/rogue-ai-science-fiction-openai • RT by @elonmusk: If you want to learn how to run one: https://somethingbig.ai/ga x-elonmusk · 2026-08-15 · https://www.x.com/mattshumer_/status/2088487331372089560 • AI正在批量制造“幽灵” 36氪 · 2026-08-15 · https://www.36kr.com/p/3940299140880261 【💰 财经动态】 • 英伟达入局引爆AI债务担忧，700亿美元“表外幽灵”正环伺 36氪 · 2026-08-17 · https://www.36kr.com/p/3943314912263304 • Anthropic’s Revenue Surges as IPO Speculation Builds bloomberg-tech · 2026-08-17 · https://www.bloomberg.com/news/videos/2026-08-17/anthropic-s-revenue-surges-as-ipo-speculation-builds-video • 人越多越亏钱，AI把C端SaaS，逼成了健身房生意 36氪 · 2026-08-17 · https://www.36kr.com/p/3943531389484160 • SoftBank Invests $200 Million in Construction Startup Gravis Robotics bloomberg-tech · 2026-08-17 · https://www.bloomberg.com/news/articles/2026-08-17/softbank-invests-200-million-in-construction-startup-gravis-robotics • Wispr raises $280M at $2B valuation as it looks beyond dictation techcrunch-ai · 2026-08-17 · https://techcrunch.com/2026/08/17/wispr-raises-280m-at-2b-valuation-as-it-looks-beyond-dictation/

10分钟

20

08/17 AI日报｜味之素削减ABF膜供货/切罗基族禁建数据中心/华为推送HarmonyOS新版本

📋 今日要闻 · 2026-08-17 【AI 基础设施】 • 中国科技独立自主：一场从光刻机打到ABF膜的战争 36氪 · 2026-08-17 · https://www.36kr.com/p/3943420046998664 • 美国最大原住民部落新规：禁止新建大规模数据中心 IT之家 · 2026-08-17 · https://www.ithome.com/0/990/807.htm • 软件免费，硬件飞涨：打工人躲不了的“AI税” 36氪 · 2026-08-17 · https://www.36kr.com/p/3943395369647234 【大模型】 • 奥特曼放话：半年内，GPT上下文覆盖你的一切 36氪 · 2026-08-17 · https://www.36kr.com/p/3943295629606274 • 刚刚，Claude文字水印细节全曝光，官方检测工具即将推出 36氪 · 2026-08-15 · https://www.36kr.com/p/3940141009091976 • “我没有在唱衰AI，”Anthropic CEO罕见回应质疑：AI最大的问题是还没有兑现那些宏大承诺 36氪 · 2026-08-17 · https://www.36kr.com/p/3943508947483782 • 超级智能来了以后，谁来治理它 36氪 · 2026-08-17 · https://www.36kr.com/p/3943261802544515 • Transformer祖传设计遭暴击，COLM顶会三篇论文发难 36氪 · 2026-08-17 · https://www.36kr.com/p/3943295219498119 【智能驾驶】 • 鸿蒙智行智界 RX 轿跑 SUV 方向盘 L3 冗余“A”键曝光 IT之家 · 2026-08-17 · https://www.ithome.com/0/990/725.htm • 赵长江详解智界 RX 汽车 250km/h 高环变道挑战难点，称还有更多操控惊喜 IT之家 · 2026-08-17 · https://www.ithome.com/0/990/687.htm 【机器人硬件】 • 第二届世界人形机器人运动会新增跳远、举重、拔河等项目，2056 台机器人同台竞技 IT之家 · 2026-08-16 · https://www.ithome.com/0/990/230.htm • 2026 世界机器人大会展位图揭晓：8 月 19 日开幕，宇树科技、优必选等参展 IT之家 · 2026-08-16 · https://www.ithome.com/0/990/220.htm • 第二届世界人形机器人运动会模拟消防救援比赛：需在半小时内完成救火任务 IT之家 · 2026-08-17 · https://www.ithome.com/0/990/768.htm • Serve Robotics Expands DoorDash Deal in Two Cities, Adds Grubhub Post-Uber Riff bloomberg-tech · 2026-08-17 · https://www.bloomberg.com/news/articles/2026-08-17/serve-robotics-expands-doordash-deal-in-two-cities-adds-grubhub-post-uber-riff 【AI 消费硬件与脑机】 • 华为鸿蒙 HarmonyOS 7.0.0.102 版本新特性曝光，支持端侧 AI 机型可查看本地模型版本等 IT之家 · 2026-08-17 · https://www.ithome.com/0/990/776.htm 【AI Agent】 • RT by @elonmusk: This is literally my new workflow now: Realtime Research → Grok x-elonmusk · 2026-08-17 · https://www.x.com/minchoi/status/2089190230645432329 • RT by @elonmusk: OMG. I asked my Chief Engineer on Grok @bot to bring up the fea x-elonmusk · 2026-08-17 · https://www.x.com/yunta_tsai/status/2089223114416898288 • Grok 4.6 now in Copilot x-elonmusk · 2026-08-15 · https://www.x.com/elonmusk/status/2088443051890917436 • 苦等两年，ChatGPT杀入Linux，Codex上手能改你的代码 36氪 · 2026-08-14 · https://www.36kr.com/p/3938745795312770 • 智能体成“逃课神器”？部分美国学生用 AI 代替自己完成整门网络课程 IT之家 · 2026-08-15 · https://www.ithome.com/0/990/115.htm 【💰 财经动态】 • AI吞噬存储，存储反哺AI：2026，万亿美元估值俱乐部的权力游戏 36氪 · 2026-08-17 · https://www.36kr.com/p/3943441839134600 • 复旦微电 2026 年上半年归母净利润 8.49 亿元，同比增长 338.58% IT之家 · 2026-08-17 · https://www.ithome.com/0/990/779.htm • 烧光百亿、市值蒸发2000亿，商汤突然盈利 36氪 · 2026-08-17 · https://www.36kr.com/p/3943449934944137 • AI代码审查赛道，跑出一个108亿独角兽 36氪 · 2026-08-17 · https://www.36kr.com/p/3943314381503623 • 3个月身价暴涨5倍，对比解构中美“Token工厂”的造富vs烧钱 36氪 · 2026-08-17 · https://www.36kr.com/p/3943273131342979 • Nvidia Has $21 Billion SpaceX Stake, $30 Billion in Intel Shares bloomberg-tech · 2026-08-14 · https://www.bloomberg.com/news/articles/2026-08-14/nvidia-has-21-billion-spacex-stake-30-billion-in-intel-shares

9

2个月前

特别篇：Kavak 围绕 AI 重建公司

YouTube 长访谈中文精华改编。原始标题: Kavak's Playbook for Rebuilding a Company Around AI 频道: a16z 原视频时间: 2026-08-10 主持人: Angela Strange & Gabriel Vasquez 嘉宾: Alejandro Maza Ayala（Ali Masa）主题: Kavak 围绕 AI 重建公司核心观点: • 别把 AI 当插件，要重建公司架构 ️ • 每个客户一个 agent + 一个 VM，目标是终身价值 • Evals 是油门前的刹车，花一半资源建评测 • 销售 agent 的综合能力已经超过最优秀的人 • AI CEO 试点 6 周利润提升 50% • 物理世界需要人机协作，agent 当“通灵顾问” 原视频: https://www.youtube.com/watch?v=n34CIw3gk1k

13

2个月前

08/16 AI日报｜柏能预警显卡短缺/Anthropic藏更强模型/岚图追光配华为智驾