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0📋 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 · blogs.nvidia.com
• At SIGGRAPH, NVIDIA Advances Graphics and Simulation With Agentic and Physical A
NVIDIA Blog · 2026-07-20 · blogs.nvidia.com
• Google is working on a new AI chip designed to make Gemini more efficient
techcrunch-ai · 2026-07-20 · techcrunch.com
• Z.AI Completes Giant Data Center With Chinese Chips to Train AI
bloomberg-tech · 2026-07-20 · www.bloomberg.com
• We cut open the Kirin 9030 and put it under an electron microscope. The smallest
x-semianalysis · 2026-07-20 · www.x.com
【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 · www.ithome.com
• OpenAI says its AI went rogue and launched 'unprecedented' cyber-attack
bbc-tech · 2026-07-22 · www.bbc.co.uk
• 谷歌Gemini跌出全球排名前十
36氪 · 2026-07-22 · www.36kr.com
• China’s Open AI Models Are Challenging Silicon Valley’s Playbook
wired-ai · 2026-07-22 · www.wired.com
• OpenAI’s Brockman on New ChatGPT Era After ‘Tough’ Year of Cuts: Q&A
bloomberg-tech · 2026-07-22 · www.bloomberg.com
【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 · www.xiaoyuzhoufm.com
• The State of Simulation for Physical AI: An Overview
Hugging Face · 2026-07-21 · huggingface.co
• Grabette: an open system to record robot-manipulation data
Hugging Face · 2026-07-21 · huggingface.co
【智能驾驶】
• Electric, autonomous, and there’s 800 of them: inside this week’s BIGGEST deal
electrek · 2026-07-22 · electrek.co
• Mobileye 将自 2027 年起为 Stellantis 部分车型提供云增强 ADAS
IT之家 · 2026-07-21 · www.ithome.com
• 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 · www.ithome.com
• 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 · www.ithome.com
【机器人硬件】
• Hyundai claims humanoid robot plan is not part of talks with striking workers
arstechnica · 2026-07-22 · arstechnica.com
• Narwal Flow 2 review: The robot vacuum that finally perfected obstacle avoidance
zdnet · 2026-07-22 · www.zdnet.com
【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 · www.ithome.com
• 三星最轻折叠屏手机 Galaxy Z Flip8 发布，8999 元起
IT之家 · 2026-07-22 · www.ithome.com
【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 · www.36kr.com
• I gave Perplexity's agentic AI 5 complex tasks to run on my Mac - and I'll do it
zdnet · 2026-07-22 · www.zdnet.com
• 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 · www.36kr.com
【💰 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 · www.ithome.com
• Google Says Cloud Services Backlog Expands to $514 Billion
bloomberg-tech · 2026-07-22 · www.bloomberg.com
• Google Boosts 2026 Spending Estimate to as Much as $205 Billion
bloomberg-tech · 2026-07-22 · www.bloomberg.com
• 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 · www.ithome.com
• Monday.com lays off hundreds to focus on AI
techcrunch-ai · 2026-07-22 · techcrunch.com
