07/22 AI 日报

📋 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 · blogs.nvidia.com
• 黄仁勋的“达链”闭环了
36氪 · 2026-07-21 · www.36kr.com
• Bristol Myers Squibb Building Life Science Industry’s Most Advanced AI Factory o
NVIDIA Blog · 2026-07-20 · blogs.nvidia.com
• 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 · www.36kr.com

【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 · www.36kr.com
• US threatens sanctions against Chinese AI models over IP theft
techcrunch-ai · 2026-07-21 · techcrunch.com
• RT by @elonmusk: Grok 4.5 is really good at React. It's also very affordable and
x-elonmusk · 2026-07-20 · www.x.com
• Safety and alignment in an era of long-horizon models
OpenAI Blog · 2026-07-20 · openai.com

【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 · www.36kr.com
• 光轮智能与西门子正式达成合作
36kr-newsflash · 2026-07-20 · 36kr.com

【智能驾驶】
• Tesla Robotaxis go to Florida
theverge · 2026-07-21 · www.theverge.com
• Tesla puts Starlink antenna in Cybercab
electrek · 2026-07-21 · electrek.co
• FSD v14 Lite (for Tesla AI3 hardware vehicles) review. This is the version that’
x-ashok · 2026-07-20 · www.x.com

【机器人硬件】
• Roborock RockMaw X120H LiDAR AWD robot mower $699 off launch, Bluetti Member Day
electrek · 2026-07-21 · electrek.co
• Firefighting drones in the works as wildfires plague US nearly year-round
arstechnica · 2026-07-20 · arstechnica.com

【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 · www.appinn.com
• Halliday’s New Smart Glasses Skip the Camera
wired-ai · 2026-07-21 · www.wired.com
• 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 · www.36kr.com
• 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 · www.ithome.com

【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 · www.ithome.com
• New in Claude Cowork: teach Claude a skill. Record your screen while you do a ta
x-claude · 2026-07-21 · www.x.com
• AI巨头正在争夺人类的错题本
36氪 · 2026-07-20 · www.36kr.com
• 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 · www.36kr.com
• Jack Dorsey is taking on Slack with Buzz, a group chat platform for teams and th
techcrunch-ai · 2026-07-21 · techcrunch.com

【💰 财经动态】
• $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its
x-serenity · 2026-07-20 · www.x.com
• 市值蒸发超3000亿后，MiniMax如何讲好下一个“故事”？
36氪 · 2026-07-21 · www.36kr.com
• 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 · www.ithome.com