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0📋 今日要闻 · 2026-10-28
【AI 基础设施】
• Oracle to Offer Cerebras Computers in AI Cloud Service
bloomberg-tech · 2026-10-27 · www.bloomberg.com
• 受内存涨价影响，曝三星计划减产 20% Galaxy A 系中低端手机
IT之家 · 2026-10-26 · www.ithome.com
【大模型】
• OpenAI新模型降价，中国大模型的“便宜”要失灵了？
36氪 · 2026-10-27 · www.36kr.com
• Introducing GPT-6.1 Terra
OpenAI Blog · 2026-10-26 · openai.com
• 6.1 Terra is here! It is good at a lot of things, but we are especially excited
x-sama · 2026-10-26 · www.x.com
• Anthropic内部系统被AI攻破，员工薪酬全曝光了
36氪 · 2026-10-27 · www.36kr.com
• OpenAI掀翻计算机科学30年基石，还解决了挂谷猜想
36氪 · 2026-10-27 · www.36kr.com
【具身智能模型】
• Genie 4: A new generation of world simulation
Google DeepMind · 2026-10-27 · deepmind.google
• Google’s Genie 4 world model adds audio, more realistic worlds, and real-time st
techcrunch-ai · 2026-10-27 · techcrunch.com
• Google Upgrades AI World Model That Rattled Video Game Stocks
bloomberg-tech · 2026-10-27 · www.bloomberg.com
【智能驾驶】
• Musk declares Tesla Robotaxi win over Waymo, but Waymo still drives 7x more
electrek · 2026-10-27 · electrek.co
• 文远知行启动全球保险合作计划，为 L4 级自动驾驶护航
IT之家 · 2026-10-27 · www.ithome.com
• 深蓝 S09 车型 OTA V5.4 版本上线：首批搭载华为乾崑 ADS Max V5.0.2
IT之家 · 2026-10-27 · www.ithome.com
• GOOD NEWS 🇱🇻 Latvia has approved Tesla FSD (Supervised), becoming the 10th EU co
x-ming-tesla · 2026-10-26 · www.x.com
【机器人硬件】
• BOOM 🚨 @elonmusk is cooking up some insane scenarios for the next Optimus demo—f
x-ming-tesla · 2026-10-27 · www.x.com
• ICE plan to buy robot dogs spurs protest from hundreds of Boston Dynamics employ
arstechnica · 2026-10-26 · arstechnica.com
【AI 消费硬件与脑机】
• XREAL 1 Pro+ 智能眼镜国行发售：峰值亮度提升至 1200 尼特、鼻托结构重新设计，3499 元
IT之家 · 2026-10-27 · www.ithome.com
• 高通联手 Anduril 推出 BlueChip 笔记本电脑：约 90% 零部件来自美国及其盟友，瞄准军方与政府客户
IT之家 · 2026-10-27 · www.ithome.com
• Anduril and Qualcomm Plan US Supply Chain Laptop
bloomberg-tech · 2026-10-27 · www.bloomberg.com
• Apple's iMac with M6 arrives promising a 'huge leap' in AI performance
engadget · 2026-10-27 · www.engadget.com
• Apple has updated the 14-inch MacBook Pro with an M6 chip
engadget · 2026-10-27 · www.engadget.com
【AI Agent】
• 中国版Muse来了！蚂蚁灵光2.0领跑Personal Agent赛道
36氪 · 2026-10-27 · www.36kr.com
• 顶刊给“ AI医生”正名：会诊准确率高出人类一大截
36氪 · 2026-10-27 · www.36kr.com
• How OpenAI turned its coding tools into dots, an always-on personal assistant
techcrunch-ai · 2026-10-27 · techcrunch.com
• Agent下半场生死局：“上下文”成为新的价值衡量基线
36氪 · 2026-10-27 · www.36kr.com
• Meta AI 负责人罗希特 · 帕特尔离职创业，打造微软 Office 替代方案 Ndoc
IT之家 · 2026-10-27 · www.ithome.com
【💰 财经动态】
• Anthropic：甩掉 “吞金兽”；转身成 “房奴”，万亿长征路还远
36氪 · 2026-10-27 · www.36kr.com
• 从Anthropic招股书，再看智谱和MiniMax的增长、估值和长期叙事
36氪 · 2026-10-27 · www.36kr.com
• Anthropic IPO Filing Reveals $417 Billion in Future AI Spending
bloomberg-tech · 2026-10-27 · www.bloomberg.com
• 继英伟达 30 亿美元之后：AMD 也宣布向 Meta 投资 10 亿美元深化 AI 基础设施合作，覆盖 EPYC、Instinct GPU、ROCm 软件
IT之家 · 2026-10-27 · www.ithome.com
• Intel to Buy Quantum Startup Classiq for About $2.3 Billion
bloomberg-tech · 2026-10-26 · www.bloomberg.com
• 同一门"卖Token"的生意：一家自述已跨过成本线，头部的毛利率是-24%
36氪 · 2026-10-27 · www.36kr.com
• 中微半导体 2026 年前三季度归母净利润 1.62 亿元，营收 10.99 亿元同比增长 42.23%
IT之家 · 2026-10-27 · www.ithome.com
