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0📋 今日要闻 · 2026-10-29
【AI 基础设施】
• Alibaba's Panjiu 128 is not a true rack scale up. Panjiu 128 is made up of two 6
x-semianalysis · 2026-10-27 · www.x.com
• The data center boom has an upside: innovation for the US grid
techcrunch-ai · 2026-10-27 · techcrunch.com
• Counterpoint：英伟达引领人形机器人 AI 加速器市场，高通、英特尔、特斯拉、小鹏逐步崛起
IT之家 · 2026-10-26 · www.ithome.com
【大模型】
• Google launches Gemini 4 Carbon with a ‘significant leap’ in cybersecurity
theverge · 2026-10-28 · www.theverge.com
• Google announces Gemini 4 Carbon, its latest frontier AI model that you can't us
arstechnica · 2026-10-28 · arstechnica.com
• 计算机领域天塌了，两大巨头同日宣布：世纪猜想ETH被证伪
36氪 · 2026-10-28 · www.36kr.com
【具身智能模型】
• Google DeepMind 发布 Genie 4：AI 生成的世界，现在可以走进去玩了
小众软件 · 2026-10-28 · www.appinn.com
• Google’s next Genie AI model generates more realistic experiences
theverge · 2026-10-27 · www.theverge.com
【智能驾驶】
• Tesla’s rocket-shaped Robotaxi map in Houston is partly ‘fake’
electrek · 2026-10-28 · electrek.co
• 租赁平台 Turo：将在美国市场允许顾客租借带有 FSD 监督版的特斯拉汽车
IT之家 · 2026-10-26 · www.ithome.com
• Waymo adds nearly 250 square miles of robotaxi coverage in 5 cities
electrek · 2026-10-27 · electrek.co
【AI 消费硬件与脑机】
• Surprise: The Google Xreal glasses debut at a Meta-beating $1,099
theverge · 2026-10-28 · www.theverge.com
• 苹果上架 512GB 内存版 Mac Studio：较 96GB 配置贵 116250 元
IT之家 · 2026-10-28 · www.ithome.com
• 苹果首度为 Mac 引入灵动岛：支持显示音乐播放、实时活动等，Siri AI 多了个入口
IT之家 · 2026-10-28 · www.ithome.com
• 华为 Mate 90 系列手机十大黑科技汇总，影像、屏幕、性能与通信多重突破
IT之家 · 2026-10-28 · www.ithome.com
【AI Agent】
• 数十agent，24天挑战数学界巨型工程，还揪出40年前漏洞
36氪 · 2026-10-28 · www.36kr.com
• Anthropic just launched tools to show companies what their AI spending is buying
techcrunch-ai · 2026-10-28 · techcrunch.com
• OpenAI expands partnership with Oracle to bring its apps to ChatGPT
OpenAI Blog · 2026-10-27 · openai.com
【💰 财经动态】
• Anthropic 提交纳斯达克 IPO 申请，股票代码为“ANT”
IT之家 · 2026-10-26 · www.ithome.com
• 万亿美元独角兽上市，Anthropic的理想还剩多少？
36氪 · 2026-10-28 · www.36kr.com
• “AI之王”Anthropic，给马斯克、黄仁勋们打工
36氪 · 2026-10-28 · www.36kr.com
• 谷歌 2026Q3 财报暴露 AI 变现焦虑，股价盘后暴跌逾 7%
IT之家 · 2026-10-28 · www.ithome.com
• Microsoft reveals strong cloud growth amid financial reporting overhaul
theverge · 2026-10-28 · www.theverge.com
• 中科曙光：第三季度归母净利润 7.53 亿元，同比增长 217.19%
IT之家 · 2026-10-27 · www.ithome.com
• Marvell Said to Near Megadeal for Lumentum In AI Push
bloomberg-tech · 2026-10-28 · www.bloomberg.com
• DOJ Inquires About Nvidia’s Hugging Face Deal, Reuters Says
bloomberg-tech · 2026-10-28 · www.bloomberg.com
