📋 今日要闻 · 2026-06-18 【AI 基础设施】 • 黄仁勋：SK海力士到2030年将晶圆产能翻倍的计划还不够 36kr-newsflash · 2026-06-08 · https://36kr.com/newsflashes/3844471670671619?f=rss • 我国科研人员研制新型高频晶体管刷新全球纪录 36kr-newsflash · 2026-06-08 · https://36kr.com/newsflashes/3844487652116994?f=rss 【大模型】 • MiniMax M3 模型正式开源：原生多模态、百万上下文 IT之家 · 2026-06-15 · https://www.ithome.com/0/964/598.htm • Fable 5被禁3天后Anthropic认怂，连夜急派员工赴华盛顿谈判：GPT 5.5有同款漏洞 36氪 · 2026-06-15 · https://www.36kr.com/p/3854350752617737 • 受Fable 5封禁影响，GPT-5.6或将延迟发布！ jtks-xinzhiyuan · 2026-06-15 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652707307&idx=2&sn=c4a92a8d203882fd613462df1185ccc9&chksm=f0e5468191efea5bc8e1f0dd2a1ede8c02126fa0c20323752b66b4eb42ff961a68587d487376&scene=0#rd 【具身智能模型】 • 达摩院发布世界模型评测基准，自家模型一个都没上榜...... jtks-shenlan-ai · 2026-06-17 · http://mp.weixin.qq.com/s?__biz=MzY4NjA5NTgyMQ==&mid=2247602101&idx=1&sn=17d61d291b571407ba4f78c2c7c8bb7d&chksm=f204e3a869353c714593a636efb2e8461076706bdddfc2e37a2632fd8ab66476080044d4b23c&scene=0#rd • 10 万小时人类数据，一座富矿，与中国具身大脑的另一种叙事｜与灵初王启斌聊「灵巧操作」 jtks-weishijie · 2026-06-15 · http://mp.weixin.qq.com/s?__biz=MzU0NTE1OTUzNg==&mid=2247484533&idx=1&sn=3c611270f2071fa721ed1da552531b38&chksm=fb70646acc07ed7c231310e71c32f12ac4567315ecc0a5368cedfbc424868ac55db54994b866#rd 【智能驾驶】 • Rivian CEO signals self-driving prices, like Tesla’s, will fall electrek · 2026-06-17 · https://electrek.co/2026/06/17/rivian-ceo-self-driving-prices-fall-tesla-fsd/ • The Dutch vehicle authority (RDW) has released an official statement addressing x-ming-tesla · 2026-06-17 · https://www.x.com/tslaming/status/2067267120183091590 • 2026年自动驾驶开源工作盘点：端到端、世界模型与VLA的最新进展 jtks-shenlan-ai · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=MzY4NjA5NTgyMQ==&mid=2247602077&idx=1&sn=76cd742e8781602558df5cbe78a90a63&chksm=f2c3e66461de5e5ad96a0f22ee6242d23397cb2355a4364d513b44ba073ebe9f33810bb36a27&scene=0#rd 【机器人硬件】 • Operating a Humanoid With Your Body Is a Hot Job in China’s Hardware Capital wired-ai · 2026-06-17 · https://www.wired.com/story/humanoid-robot-training-in-chinas-hardware-capital/ 【AI 消费硬件与脑机】 • Meet the new Google Home Speaker, built for Gemini google-blog · 2026-06-17 · https://blog.google/products-and-platforms/devices/google-nest/google-home-speaker-gemini-features/ • VITURE 推出首款基于 NVIDIA XR AI 解决方案的AI安全眼镜 jtks-xrvision · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=MjM5OTY1ODgxMg==&mid=2257491100&idx=1&sn=bc2adfa95e10b43dfecb3b57f7165fb5&chksm=a5c4e33f5295e933cdccf8e55677d8c4a88ab5789d3ea87971cde52bec037d59819de8b2c0c1&scene=0#rd • June Pixel Drop: New features for creators, Gemini upgrades and more google-blog · 2026-06-16 · https://blog.google/products-and-platforms/devices/pixel/june-2026-pixel-drop/ 【AI Agent】 • “Agent的最后一场考试”来了：最强模型得分率仅8.6%，Claude Code直接挂零 36氪 · 2026-06-10 · https://www.36kr.com/p/3847188569639169 • Fable 5一天干完两个月，这类工程师更值钱了 jtks-xinzhiyuan · 2026-06-10 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652706261&idx=2&sn=8774557f152ac945d0e157da37ee70bf&chksm=f0590d7de47ac5cf587ffd9e79e97bdf58bdac2b582ff79cc0d99ec97ccdd058dae8f233ae91&scene=0#rd • 当行业还在卷模型，腾讯在谈怎么让 Agent 上班 jtks-geekpark · 2026-06-10 · http://mp.weixin.qq.com/s?__biz=MTMwNDMwODQ0MQ==&mid=2653108537&idx=1&sn=5ee3d0a5e3ae9e19c4a823106bee1415&chksm=7faaa518ab643b7f7835bb6a78e9cae42114163047c903f56b95df9cf2e55253d6df5f8c9f48&scene=0#rd • Michael Truell (@mntruell) fell in love with coding at 12. The company he co-fou x-claude · 2026-06-10 · https://www.x.com/claudeai/status/2064757537992249734 【💰 财经动态】 • 小米「龙虾」上线，每天免费 4 小时；DeepSeek 完成首轮融资，梁文锋个人出资 200 亿；英伟达员工「考公上岸」引热议 | 极客早知道 jtks-geekpark · 2026-06-17 · http://mp.weixin.qq.com/s?__biz=MTMwNDMwODQ0MQ==&mid=2653108942&idx=1&sn=83a51f46185dde0ead80d3e74b4f938e&chksm=7f3372198ba032e5c58d9fef783c1df51e256c1fc18bffc423910428913f85765fded1c887f2&scene=0#rd • 百亿换AI，高通拟收Tenstorrent jtks-bandaoti-zongheng · 2026-06-16 · http://mp.weixin.qq.com/s/W57hG6Y9PKXrxIi2bCZ_TQ • DeepSeek 融资交易曝光：腾讯、宁德时代等被锁5年，且没投票权，梁文锋绝对控制 jtks-aifrontline · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=MzU1NDA4NjU2MA==&mid=2247663606&idx=1&sn=4c7dde7e59232a928de71bede6428fb1&chksm=fafe8f241577dc59a6674e5b5946a0ce2a97340cd60c407aa33d7ae11668bc1a8404dc4dfeee&scene=0#rd • Sarvam becomes India’s newest AI unicorn with $234 million funding round led by techcrunch-ai · 2026-06-15 · https://techcrunch.com/2026/06/15/sarvam-becomes-indias-newest-ai-unicorn-with-234-million-funding-round-led-by-hcltech/ • 「逆矩阵」完成超亿美元融资，创始人：通用世界基座模型窗口期已压至 18 个月 jtks-zhinengyongxian · 2026-06-17 · http://mp.weixin.qq.com/s?__biz=MzkwMDQ2NDU2Nw==&mid=2247516834&idx=1&sn=5c9a0c26662e75872c7f7bee9100bf3b&chksm=c1c806cdd5bcd3d83da8cfca95d91fd0e1605d38d6a8f0150957bea7dabdd4edd5af921cf917&scene=0#rd • World model maker Odyssey nabs $1.45B valuation backed by Amazon and other big n techcrunch-ai · 2026-06-17 · https://techcrunch.com/2026/06/17/world-model-maker-odyssey-nabs-1-45b-valuation-backed-by-amazon-and-other-big-names/

📋 今日要闻 · 2026-06-17 【AI 基础设施】 • 曝字节跳动加码国产算力：洽谈采购天数智芯 5 万颗推理芯片，互联网大厂竞速算力基建 IT之家 · 2026-06-17 · https://www.ithome.com/0/965/642.htm • Fastest, Largest, Strongest: NVIDIA Blackwell Sweeps MLPerf Training 6.0 NVIDIA Blog · 2026-06-16 · https://blogs.nvidia.com/blog/blackwell-mlperf-training-6-0/ 【大模型】 • 最强Claude，卡在上市前夜 36氪 · 2026-06-14 · https://www.36kr.com/p/3852759269980800 • 大反转！Anthropic CEO拒修漏洞才被封，举报Claude新模型是自家大股东 36氪 · 2026-06-14 · https://www.36kr.com/p/3852376401220868 • 谷歌官宣3万字路线图：1亿人类水平的AI就是ASI！ jtks-xinzhiyuan · 2026-06-14 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652707058&idx=1&sn=e43fa7ec4f057c17c460a56a48189e4e&chksm=f0ff0b5690d59f079506488e060d1442784273852bb45e624c13c6cc6a7e984b2f1bae32e834&scene=0#rd 【具身智能模型】 • 约CEO聊技术只能深夜11点，磕具身真上头了 知识库精读 · 2026-06-17 • 阿里发布世界模型 HappyOyster 快乐生蚝 1.0：一句话生成可实时交互的数字世界 IT之家 · 2026-06-17 · https://www.ithome.com/0/965/652.htm • 1.2B 参数跑出 98.6%成功率：星源智发布全球首个具身交互世界模型 jtks-aifrontline · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=MzU1NDA4NjU2MA==&mid=2247663613&idx=1&sn=cba6991c1795258c1ecd6943b5ae38c2&chksm=fa64e94bf8812482231638701c1cfa8a7f64d61cc9e326a0a9cc7779dd8bb295ce798b6883b0&scene=0#rd • 阿里又放大招！一句话，造一个能走进去的世界 jtks-xinzhiyuan · 2026-06-17 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652707788&idx=1&sn=03b7dcefc8139d182e9dccc2add85cdb&chksm=f072830686d67e813b3a82e15f8c00b5f7f8ef99da6bb3dd2218249716b36984fdff0725bd90&scene=0#rd • 国内22家具身智能公司大模型拆解及分析总结 知识库精读 · 2026-06-17 【智能驾驶】 • Uber to Offer Robotaxis in Houston With Lucid and Nuro, Posing Challenge to Waym bloomberg-tech · 2026-06-17 · https://www.bloomberg.com/news/articles/2026-06-17/uber-lucid-and-nuro-plan-robotaxis-in-houston-taking-on-waymo-in-no-4-us-city • Uber’s Lucid-powered robotaxis are heading to Houston next electrek · 2026-06-17 · https://electrek.co/2026/06/17/uber-lucid-robotaxi-houston/ • 1.55亿 vs 30亿：理想和小鹏，在车端模型这件事上背道而驰 jtks-shenlan-ai · 2026-06-17 · http://mp.weixin.qq.com/s?__biz=MzY4NjA5NTgyMQ==&mid=2247602111&idx=1&sn=ff3c61d7b2672e33fa95fb3673e6428f&chksm=f2273328c5aadd025ac1c457f953f0353dec097fd4807c56320c53eb318958758c7a21e97db3&scene=0#rd • Mobileye is entering the US robotaxi market with standalone service arstechnica · 2026-06-16 · https://arstechnica.com/cars/2026/06/mobileye-is-entering-the-us-robotaxi-market-with-standalone-service/ • Baidu Apollo Go wins Level 4 robotaxi approval in Switzerland as AmiGo electrek · 2026-06-16 · https://electrek.co/2026/06/16/baidu-apollo-go-amigo-switzerland-level-4-approval/ 【机器人硬件】 • Genesis AI 发布首款通用机器人 Eno：身体与「大脑」GENE 一体设计，年底交付客户 jtks-jushen-jiyuan · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=Mzk2NDg4MDcwNA==&mid=2247495205&idx=1&sn=e18675ff457401661ee8fa1b7cb5cbee&chksm=c5c1899932ddeedbaf9998f4068b35c5d4ecc0f187e2818c01b375ac6a054f4dde839d2224a6&scene=0#rd • 预计 2030 年产能达 50 万台套：京津冀首个万台级具身智能机器人超级工厂规模投用 IT之家 · 2026-06-17 · https://www.ithome.com/0/965/666.htm 【AI 消费硬件与脑机】 • Qualcomm unveils its Snapdragon Reality Elite chip for next-gen AR headsets engadget · 2026-06-16 · https://www.engadget.com/2194353/qualcomm-unveils-its-snapdragon-reality-elite-chip-for-next-gen-ar-headsets/ • 2999 元：联想 AI 主机 MINI 开售，号称“AI 原生个人家庭边缘设备”、预装天禧 Claw IT之家 · 2026-06-17 · https://www.ithome.com/0/965/662.htm • Android 17 launches with new multitasking tools as Google expands Gemini feature techcrunch-ai · 2026-06-16 · https://techcrunch.com/2026/06/16/android-17-launches-with-new-multitasking-tools-as-google-expands-gemini-features/ • The Gemini-Powered Google Home Speaker Is Finally Here wired-ai · 2026-06-17 · https://www.wired.com/story/the-gemini-powered-google-home-speaker-is-finally-here/ • Wear OS 7 arrives to Pixel watches with Gemini AI and live updates engadget · 2026-06-16 · https://www.engadget.com/2195052/wear-os-7-comes-to-pixel-watches/ 【AI Agent】 • Fable 5榜单第一靠作弊？代码泄露，模型真实身份曝光 36氪 · 2026-06-17 · https://www.36kr.com/p/3857125518972165 • NVIDIA团队让编程Agent接管真实机器人实验，成功率达99% jtks-jiqizhixin · 2026-06-17 · http://mp.weixin.qq.com/s?__biz=MzA3MzI4MjgzMw==&mid=2651039842&idx=2&sn=62eb052b9f906ad8cd44199a8c63b0cb&chksm=8562abbf4568edaf43db553d2678a061570afdc96c9244306963fb07a6a23cfbdd440fbeafb7&scene=0#rd 【💰 财经动态】 • DeepSeek 以 4000 亿元估值完成首轮外部融资：510 亿元到账，投资方含梁文锋、腾讯、宁德时代、京东、网易等 IT之家 · 2026-06-17 · https://www.ithome.com/0/965/686.htm • 一年亏掉约 2600 亿，OpenAI 的“烧钱机器”停不下来了 jtks-aifrontline · 2026-06-17 · http://mp.weixin.qq.com/s?__biz=MzU1NDA4NjU2MA==&mid=2247663646&idx=1&sn=b7a1ca2ceded75b3e0672636d23c2ef2&chksm=fa6ff23a93c3fe08eaec4102c2d95231fcb8d69abdc2d7485fe37b28fe731c9881f1561c72f2&scene=0#rd • 马斯克SpaceX正式以600亿美金收购Cursor jtks-aihambri · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=Mzg3MTkxMjYzOA==&mid=2247515671&idx=1&sn=23efc4219e0d24d8c1a215c091bf0ed1&chksm=cfa4c77a879801c2e1d150970f4d77ea9cc22de418995849b0ae9790947c36cee4b452a3c5c9&scene=0#rd

📋 今日要闻 · 2026-06-16 【AI 基础设施】 • Nvidia’s CEO Says New Vera Chip Will Use SK Hynix’s Memory Chips bloomberg-tech · 2026-06-07 · https://www.bloomberg.com/news/articles/2026-06-07/nvidia-s-ceo-says-new-vera-chip-will-use-sk-hynix-s-memory-chips • On top: $NVDA CEO also called out Silicon Photonics (optical networking) with me x-serenity · 2026-06-07 · https://www.x.com/aleabitoreddit/status/2063603368178938193 • 英特尔与英伟达互抢地盘，乱了，都乱了 jtks-bandaoti-zongheng · 2026-06-07 · http://mp.weixin.qq.com/s?__biz=MzkxMjIyNzU0MA==&mid=2247812897&idx=1&sn=0f16871dcd01167b14bf98b1b3afdf27&chksm=c11e6a9af669e38c1550994ce78b21fb1c6aa6128faed073795cfb1c77d0b2cea39ad6ab9869#rd 【大模型】 • 对话 MiniMax 闫俊杰：M3、10X 计划、10T 模型、和智能的终局 知识库精读 · 2026-06-16 · https://mp.weixin.qq.com/s/GhenGYTco5BeGJYdEawebQ • Claude Fable 5四日惊魂 36氪 · 2026-06-14 · https://www.36kr.com/p/3852737616876550 【具身智能模型】 • Curr-0：Current Robotics发布人形「移动灵巧操作」大模型，一套权重让机器人泡茶、盖章、点香、扔垃圾 jtks-jushen-jiyuan · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=Mzk2NDg4MDcwNA==&mid=2247495196&idx=2&sn=54146c120330ee124aa0eecd04c84777&chksm=c5c77091b4c51d740ab26b29c788782b1a5ee33c529ea6404a05dcf3edaa9db36e40594bd321&scene=0#rd • 融了数亿美金的「大晓机器人」，其创始人揭开了具身行业的割裂一面 36氪 · 2026-06-16 · https://www.36kr.com/p/3855262364488969 • 元戎启行副总裁刘念邱创业，创办具身智能公司「费莫一科技」 jtks-autodrive-heart · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=Mzg2NzUxNTU1OA==&mid=2247695410&idx=3&sn=69555fd5980c928fbd99fd4b84a1373d&chksm=cf2a4d20542df7e783455165378017ee3ce46b376b28acf26a74e2834f20dcbb37c9f5bf753f&scene=0#rd • 小米最新的DriveReward，在尝试解决VLA的反事实和多维推理轨迹评估问题 jtks-autodrive-heart · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=Mzg2NzUxNTU1OA==&mid=2247695410&idx=1&sn=66a32bfac2771b89f1cfd93aa25a2295&chksm=cf44f4ca00df7ad0eeea1fd8df6d8e2755056ff01c5cbadeb55763e93e66a1ab2fadc68bfd12&scene=0#rd 【智能驾驶】 • GOOD NEWS 🇹🇼 Tesla FSD could go live in Taiwan as early as September 2026 🔥 Tes x-ming-tesla · 2026-06-16 · https://www.x.com/tslaming/status/2066740215553654812 • 全新奥迪 A6L 汽车华为乾崑智驾功能上线，开启订购 IT之家 · 2026-06-16 · https://www.ithome.com/0/964/962.htm • The newly published EPA specs reveal that Tesla’s Cybercab is a radical, minimal x-ming-tesla · 2026-06-16 · https://www.x.com/tslaming/status/2066730313800458621 • Tesla presented misleading ‘Full Self-Driving’ safety data to European regulator electrek · 2026-06-15 · https://electrek.co/2026/06/15/tesla-fsd-misleading-safety-data-european-regulators/ • 英伟达在自动驾驶领域做了哪些技术探索？ jtks-zhijia-front · 2026-06-15 · http://mp.weixin.qq.com/s?__biz=MzUyODY1NDE1NA==&mid=2247577718&idx=1&sn=72a46245c6ae2642f440517366e95420&chksm=fa6efa53cd1973458b730cd2d5875cb0a77066f5c1d4a7852ff28f8bc455e4835db5bf81a313#rd 【机器人硬件】 • Current Robotics亮相，Locomanipulation的惊艳破局 jtks-jushen-jiyuan · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=Mzk2NDg4MDcwNA==&mid=2247495196&idx=1&sn=9e9d7ff9ff4580c59720b158d68b8f5d&chksm=c5b8f1eed332d911555747b1dd35cd7c5f18cdaf3a76f324fafffe6412ecd8c59cf74b8e12c7&scene=0#rd 【AI 消费硬件与脑机】 • IDC：第一季度全球智能眼镜市场出货量 356.6 万台，同比增长 130.1% IT之家 · 2026-06-16 · https://www.ithome.com/0/964/886.htm • 高通 CEO 安蒙：正设计 40 多款新 AI 设备，智能体将取代应用 IT之家 · 2026-06-16 · https://www.ithome.com/0/964/856.htm • 全球一半高端眼镜产自深圳，AI 眼镜形成“技术 — 制造 — 市场 — 政策”闭环 IT之家 · 2026-06-16 · https://www.ithome.com/0/964/976.htm 【AI Agent】 • 微信和支付宝反击豆包：把小程序做成Skill 36氪 · 2026-06-16 · https://www.36kr.com/p/3855539306255625 • 谷歌突然开源Agent OKF新标准！Karpathy力推的AI知识库终于有了通用格式了 jtks-aihambri · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=Mzg3MTkxMjYzOA==&mid=2247515662&idx=1&sn=0196f8655e67b0ea655c0e4937aea9cf&chksm=cfe9bff554f320aab399a1e2e247d0ad0f9b0cba9c553f49e1e3c98c9dcb8450cd67945242c8&scene=0#rd 【💰 财经动态】 • 英伟达史上最大融资被抢爆！获850亿美元订单，认购超三倍 jtks-qbitai · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=MzIzNjc1NzUzMw==&mid=2247897731&idx=2&sn=6503900d31ea8926903624825fd516a2&chksm=e97472a653ddf1326ae04503aae6ae76bb05dda6084b7142a3875075e1e228f8b15a3ac8fa37&scene=0#rd • 林俊旸新公司「卜拉格」亮相！首轮估值135亿，腾讯高榕红杉全投了 jtks-qbitai · 2026-06-16 · http://mp.weixin.qq.com/s?__biz=MzIzNjc1NzUzMw==&mid=2247897722&idx=2&sn=c82e325568ca650e0fa18514012b41c4&chksm=e9ccd98f74428d226632685022aa0db7fdb37b0d2d2e6f628793d53eb5937a5da9749445701c&scene=0#rd • 消息称 OpenAI 去年支出 340 亿美元，研发支出 190 亿美元 IT之家 · 2026-06-16 · https://www.ithome.com/0/964/982.htm

📋 今日要闻 · 2026-06-15 【AI 基础设施】 • “全球首款动态数据流 AI 芯片”理想马赫 M100 发布：5nm 车规级工艺、单芯算力 1280 TOPS IT之家 · 2026-06-15 · https://www.ithome.com/0/964/513.htm 【大模型】 • Greg Brockman：OpenAI通往AGI——GPT-5、GPT-OSS与AGI愿景 知识库精读 · 2026-06-15 · https://mp.weixin.qq.com/s/xHLJ-MaRxQgmqaQsv4NG6g • DeepMind震撼报告：四条通往超级人工智能之路 36氪 · 2026-06-15 · https://www.36kr.com/p/3851379175822341 • Anthropic shuts down Fable, Mythos models following Trump admin directive arstechnica · 2026-06-13 · https://arstechnica.com/ai/2026/06/anthropic-shuts-down-fable-mythos-models-following-trump-admin-directive/ • Anthropic Says It’s Taking Claude Fable 5 Offline to Comply With US Government O wired-ai · 2026-06-13 · https://www.wired.com/story/anthropic-says-us-government-ordered-it-to-shut-down-mythos-models/ • 谷歌DeepMind重磅报告：从AGI到ASI,世界可能进入"连续爆炸"时代 jtks-aihambri · 2026-06-13 · http://mp.weixin.qq.com/s?__biz=Mzg3MTkxMjYzOA==&mid=2247515608&idx=1&sn=50046af2e21373b588b7bea78e329734&chksm=cf6df3c81c8653abf77255ae225dc59bb8af72fe5b4ea3c6bd1de7b5ec19b0169d8c79d5f2c2&scene=0#rd 【具身智能模型】 • 致敬李弘扬老师最后一次学术演讲：具身智能的"另一半"被严重低估了 知识库精读 · 2026-06-15 · https://mp.weixin.qq.com/s/Lh3mPxHqPGExmOEIAsLUwg • 70分钟深度对话黄铁军：AI已有类意识行为，未来人与AI将理性共存 36氪 · 2026-06-15 · https://www.36kr.com/p/3852206259934211 • 硬氪专访 | 智源研究院院长王仲远：VLA不会死，但世界模型是未来 36氪 · 2026-06-15 · https://www.36kr.com/p/3853016586359817 • 场景泛化能力反超主流VLA模型？大晓机器人开源新世界模型，以极小代价直达家庭 jtks-aifrontline · 2026-06-15 · http://mp.weixin.qq.com/s?__biz=MzU1NDA4NjU2MA==&mid=2247663587&idx=2&sn=d8b5658ad1412a5c19d8413afc620795&chksm=fa7cc70377ba2e489c61e4c4870ee28bd8f9756a0f9827c7ce46a700ce08d431bd2aeb0579b2&scene=0#rd 【智能驾驶】 • 理想汽车宣布下半年马赫 VLA 能力持续进化，第四季度对齐特斯拉 FSD V14 能力 IT之家 · 2026-06-15 · https://www.ithome.com/0/964/508.htm • 理想：马赫 Mind-Pro 模型已全面落地赋能 L9 Livis 车载智能 IT之家 · 2026-06-15 · https://www.ithome.com/0/964/510.htm • 奔驰纯电 CLA 获推 OTA 升级：领航辅助驾驶系统覆盖全国城区及高速 IT之家 · 2026-06-15 · https://www.ithome.com/0/964/490.htm • 北汽极狐全新阿尔法 S5 首次 OTA：新增 HUD AR、HUD 红绿灯读秒等功能 IT之家 · 2026-06-15 · https://www.ithome.com/0/964/415.htm • 博世BLUE：让VLA不再被语言拖累，拿下自动驾驶双榜SOTA jtks-autodrive-heart · 2026-06-15 · http://mp.weixin.qq.com/s?__biz=Mzg2NzUxNTU1OA==&mid=2247695386&idx=1&sn=e3d163edb7d6f04e835be7c8b64a0434&chksm=cf275b322ac8c49fdebb8e6a87cb3fec94f13c038a21e9b742ae9db555f39cd59c30af73ef4b&scene=0#rd 【机器人硬件】 • 赛力斯人形机器人首次亮相，副总裁康波透露还有更多种类今年亮相 IT之家 · 2026-06-15 · https://www.ithome.com/0/964/484.htm • 新石器无人车等在重庆成立新公司 36kr-newsflash · 2026-06-15 · https://36kr.com/newsflashes/3854201548854272?f=rss • 供应链权力地图04｜3亿机器人业务背后，金力永磁们在争什么？ jtks-jushen-xingqiu · 2026-06-15 · http://mp.weixin.qq.com/s?__biz=MzcwMDIwMTAzNA==&mid=2247484366&idx=1&sn=4f8aed0ffc7b2cfbe27566e0dc30e368&chksm=f4b222ebc3c5abfd9831b90bb86f39b670cce55c498d846c6fca498ac7d8df045c7c531f7c1e#rd 【AI 消费硬件与脑机】 • 对话夏勇峰：做了 6 年，我亲手按下 AI 眼镜的暂停键 知识库精读 · 2026-06-15 · https://mp.weixin.qq.com/s/zpl-Bt5n-oiXoEiVuhiTbQ • 消息称三星晶圆代工首获埃隆 · 马斯克 Neuralink 芯片制造订单 IT之家 · 2026-06-15 · https://www.ithome.com/0/964/516.htm • 国内企业研发出全球首款脑控“人工膀胱”系统，未来还有人工括约肌、人工肾脏 IT之家 · 2026-06-15 · https://www.ithome.com/0/964/424.htm • 联想 Yoga Pro 7 15ASH11 笔记本发布：锐龙 AI Max+ 388 处理器、15 寸 1100 尼特 OLED 屏幕 IT之家 · 2026-06-15 · https://www.ithome.com/0/964/400.htm • Meta Tapped a Pentagon Supplier to Prototype Face Recognition for Its Glasses wired-ai · 2026-06-15 · https://www.wired.com/story/meta-rank-one-computing-face-recognition-smart-glasses/ 【AI Agent】 • Anthropic最新博客：生物学Agent的瓶颈不在模型，而在数据基础设施 36氪 · 2026-06-09 · https://www.36kr.com/p/3845426259511816 • 登顶GitHub Hacker News，这个开源项目让AI编程的成本降低98%｜涌现新项目 jtks-zhinengyongxian · 2026-06-09 · http://mp.weixin.qq.com/s?__biz=MzkwMDQ2NDU2Nw==&mid=2247516733&idx=2&sn=0a266e4562672243d2cd9d8b89065af0&chksm=c15193a8b6d76ec0d7ab05f83651d948f7584c1f7ddcfc1c0307c6950002451abce0183badcf&scene=0#rd • AI时代，一种新经济正在长出来 36氪 · 2026-06-09 · https://www.36kr.com/p/3845715638913286 • 首发丨美团官宣率先接入微信Agent生态 jtks-leifengwang · 2026-06-08 · http://mp.weixin.qq.com/s?__biz=MTM2ODM0ODYyMQ==&mid=2651750189&idx=1&sn=677b3b5a7cb3f38675d757cbd9d8ec47&chksm=636bf3fa36cf5ef64704eeda119c3deefd664a5870280a90ac941cdc53186e0f2a47fa65cba2&scene=0#rd 【💰 财经动态】 • “国产 GPU 四小龙”之一燧原科技科创板 IPO 获上市委会议通过，公司拟融资金额 60 亿元 IT之家 · 2026-06-15 · https://www.ithome.com/0/964/505.htm • Tencent-Backed Enflame Heads to IPO as China AI Chip Wave Grows bloomberg-tech · 2026-06-15 · https://www.bloomberg.com/news/articles/2026-06-15/tencent-backed-enflame-heads-to-ipo-as-china-ai-chip-wave-grows • Kazakhstan, Firebird Ink $10 Billion AI Deal With Nvidia Support bloomberg-tech · 2026-06-15 · https://www.bloomberg.com/news/articles/2026-06-15/kazakhstan-firebird-ink-10-billion-ai-deal-with-nvidia-support • 速递｜KKR携手英伟达成立Helix，斥资100亿美元押注AI数据中心 jtks-zpotentials · 2026-06-15 · http://mp.weixin.qq.com/s?__biz=MzI4NTgxMDk1NA==&mid=2247516245&idx=3&sn=b8ae97d1b5d3f033c2fdef9b733f3afd&chksm=ea3786a7e703a3fb267594164d9d1a712b1cd50ab4638dee3b9a2b396592013687fe038101e6&scene=0#rd

📋 今日要闻 · 2026-06-14 【AI 基础设施】 • 特锐德：推出算力中心供电站“算电岛” Token成本可降低30% 36kr-newsflash · 2026-06-06 · https://36kr.com/newsflashes/3841455348746496?f=rss • 马斯克将出席阿斯麦 ASML 闭门技术研讨会，讨论 TeraFab 项目 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/988.htm • Elon Musk to Attend ASML’s Private Tech Event to Discuss Terafab bloomberg-tech · 2026-06-06 · https://www.bloomberg.com/news/articles/2026-06-06/elon-musk-to-attend-asml-s-private-tech-event-to-discuss-terafab 【大模型】 • 谷歌官宣3万字路线图：1亿人类水平的AI就是ASI！ 36氪 · 2026-06-14 · https://www.36kr.com/p/3852349905900544 • 美多州总检察长联合调查OpenAI 36kr-newsflash · 2026-06-13 · https://36kr.com/newsflashes/3850885678306561?f=rss • 通义团队再失核心？阿里首席科学家周靖人被曝离职 36氪 · 2026-06-13 · https://www.36kr.com/p/3850978776759176 • 谷歌开源26B文本扩散MoE，劈柴：生成速度像赛马一样快 36氪 · 2026-06-11 · https://www.36kr.com/p/3848435250550021 • Anthropic CEO发万字檄文！指数级AI不可逆，不安全必封杀 jtks-xinzhiyuan · 2026-06-11 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652706552&idx=1&sn=5af66bb8e1e1287aebe5ab587cfbd046&chksm=f0355930e50a2b2e5991a9fdb024c138fb17ceb6c0cd50e7222d1aa11f034879ed471ea32e81&scene=0#rd 【具身智能模型】 • 深度｜对话 WorldVac 高森泉：当 AI 开始模拟社会，我们离「基地」里的心理史学还有多远？ jtks-zfinance · 2026-06-14 · http://mp.weixin.qq.com/s?__biz=MzA3NzUxMzM5MQ==&mid=2453899285&idx=1&sn=7bf4954b56fa57448daf8c1d097a6299&chksm=89afb81e063ab2618aeb129afa63daed0452f648185f8d2b032efadf9b0bb07708f258997c7e&scene=0#rd 【智能驾驶】 • CVPR 2026 | GaussianDWM：用3D高斯表示统一自动驾驶场景理解与多模态生成 jtks-jiqizhixin · 2026-06-14 · http://mp.weixin.qq.com/s?__biz=MzA3MzI4MjgzMw==&mid=2651038961&idx=2&sn=6cec715df102f8b6c3869339d4bd4ac1&chksm=85a8db712499a2ae3abf62cf0ffef85ad0a0bfc08c7bd42a40b371e0e7dc98cb222459baf5e7&scene=0#rd 【机器人硬件】 • 我国首批自研海洋工程柔性智能焊接机器人投用 36kr-newsflash · 2026-06-14 · https://36kr.com/newsflashes/3852643642053897?f=rss 【AI 消费硬件与脑机】 • 神基推出全强固 WoA 工业平板电脑 ZX80W 系列，基于高通 QCS6490 IT之家 · 2026-06-04 · https://www.ithome.com/0/960/119.htm • VR exercise platform Supernatural is getting a second chance as an independent c engadget · 2026-06-03 · https://www.engadget.com/2186789/vr-exercise-platform-supernatural-is-getting-a-second-chance-as-an-independent-company/ 【AI Agent】 • 从吴恩达的信号看Agent：中国AI的机会在执行权，不在模型 36氪 · 2026-06-08 · https://www.36kr.com/p/3842692739054215 • 大人，AI编程又变天了！Claude Code之父、龙虾创始人同时力捧新范式，杀死提示词工程？ jtks-aifrontline · 2026-06-08 · http://mp.weixin.qq.com/s?__biz=MzU1NDA4NjU2MA==&mid=2247663284&idx=1&sn=b40a7085e26e87bf4484173d3099c8e5&chksm=fa2278cab31b68e3eae9991aeda6c3d54c031a3bf8558ede49dc90ec5ad58eca15d3c62d94ad&scene=0#rd • 准确率狂飙34%！谷歌全新Agentic RAG来了：揪出缺失盲点，AI不搜出真相绝不停手 jtks-aihambri · 2026-06-06 · http://mp.weixin.qq.com/s?__biz=Mzg3MTkxMjYzOA==&mid=2247515441&idx=1&sn=ca9c60890d9f5f403f67461cdabd758f&chksm=cfa32e0b57e19e4724edcc3ea44682eebdbd5a095c80f00b6bd64e7e7852fdb6360d569dc1d0&scene=0#rd • 国产版Codex来了！AI跳出代码内卷，正式接管全工种生产 jtks-zhinengjiyuanagi · 2026-06-04 · http://mp.weixin.qq.com/s?__biz=MzcwMTIxNjgwMA==&mid=2247487786&idx=1&sn=79caca2bac7774e5bd963e77c4248394&chksm=f4a2b065c3d53973e93cc2bd6480309616ce1ee08ec230361bcdd11b400dbfbd0a851ab25703#rd 【💰 财经动态】 • AI Music Startup Suno Raises Capital at $5.4 Billion Valuation bloomberg-tech · 2026-06-03 · https://www.bloomberg.com/news/articles/2026-06-03/ai-music-startup-suno-raises-capital-at-5-4-billion-valuation • Iceye Valuation Jumps to €10 Billion in Funding Round Led by General Atlantic bloomberg-tech · 2026-06-09 · https://www.bloomberg.com/news/articles/2026-06-09/iceye-valuation-jumps-to-10-billion-in-funding-round-led-by-general-atlantic • SoftBank in Early Talks to Back $800 Million Agile Robots Round bloomberg-tech · 2026-06-02 · https://www.bloomberg.com/news/articles/2026-06-02/softbank-in-early-talks-to-back-800-million-agile-robots-round • Standard Bots Raises $200 Million to Manufacture Robots in US bloomberg-tech · 2026-06-09 · https://www.bloomberg.com/news/articles/2026-06-09/standard-bots-raises-200-million-to-manufacture-robots-in-us

📋 今日要闻 · 2026-06-13 【AI 基础设施】 • NVIDIA Blackwell Leads on First Agentic AI Infrastructure Benchmark NVIDIA Blog · 2026-06-12 · https://blogs.nvidia.com/blog/nvidia-blackwell-agentperf-artificial-analysis/ • 全网首份指令级拆解：看华为昇腾 950DT 芯片如何撬动 DeepSeek 75%降价与字节锁单 jtks-aifrontline · 2026-06-12 · http://mp.weixin.qq.com/s?__biz=MzU1NDA4NjU2MA==&mid=2247663506&idx=1&sn=b2561b427de01d7ff4a012800cc85051&chksm=fa735e89f796af09b10a1051a63a1db289458208e6f1947fb4ff2f833f67b5fe2db43dde0491&scene=0#rd 【大模型】 • 陶哲轩First Proof二期结果出炉，最低8美元1题，AI烧出7道论文级解法 36氪 · 2026-06-11 · https://www.36kr.com/p/3848704210244866 • OpenAI推理之父掀桌：AI真·满血的样子，你没钱见 36氪 · 2026-06-11 · https://www.36kr.com/p/3848712049202439 • Anthropic CEO发万字檄文，指数级AI不可逆，不安全必封杀 36氪 · 2026-06-11 · https://www.36kr.com/p/3848712023004421 • ChatGPT突然改版，奥特曼：IPO不着急 36氪 · 2026-06-11 · https://www.36kr.com/p/3848712198902789 • 刚刚，Anthropic道歉了 36氪 · 2026-06-11 · https://www.36kr.com/p/3848417901139204 【具身智能模型】 • 全新世界模型悟界·Physis将开源，22岁北大本科生担任负责人｜智源大会 jtks-aifrontline · 2026-06-12 · http://mp.weixin.qq.com/s?__biz=MzU1NDA4NjU2MA==&mid=2247663506&idx=2&sn=60f1129c284d00624e314defcef6d25f&chksm=fa19116117c128eb166c153971a3a07f56aceadb4949a31f2b005487ad60580c3fa34aa548d9&scene=0#rd • Here's what Jeff Bezos' new startup Prometheus will do arstechnica · 2026-06-12 · https://arstechnica.com/ai/2026/06/heres-what-jeff-bezos-new-startup-prometheus-will-do/ 【智能驾驶】 • 当 OpenAI 还在屏幕里，这家中国车企已经让 AI 长出了身体 jtks-geekpark · 2026-06-12 · http://mp.weixin.qq.com/s?__biz=MTMwNDMwODQ0MQ==&mid=2653108648&idx=1&sn=f7e1109dfea953d062ccefaddaeed0e6&chksm=7f19ca73bb90e99e6b588fffe097b7fdfd265a3f5f5cd806c254b8aef4f11e5352de82b72456&scene=0#rd • 预售 21.99 万起，华为乾崑｜启境 GT7 动态试驾 6 月中下旬开放 IT之家 · 2026-06-13 · https://www.ithome.com/0/963/749.htm 【机器人硬件】 • Xiaomi delivers on Tesla’s decade-old robot charger vision with new home robotic electrek · 2026-06-12 · https://electrek.co/2026/06/12/xiaomi-robotic-arm-ev-charger-tesla-snake-charger/ • 后市场生意经01｜摔一跤3万，93%是零件钱：机器人后市场第一战，抢的是定价权 jtks-jushen-xingqiu · 2026-06-12 · http://mp.weixin.qq.com/s?__biz=MzcwMDIwMTAzNA==&mid=2247484361&idx=1&sn=c66169e97130fb735127192573e92735&chksm=f4b222ecc3c5abfa6a31cdbd2a4463918dc5afd70f04d2faa278c5cd275b46a5cc1052c314a2#rd • 对谈加速进化程昊：从踢好一场球出发，目标是具身智能的 “安卓” jtks-latepost · 2026-06-12 · http://mp.weixin.qq.com/s?__biz=MzU3Mjk1OTQ0Ng==&mid=2247536614&idx=1&sn=b71727ff23bdf621652d8763d9859e1e&chksm=fd8dc371ad329c7be2810a479a0f15198dd5c20cab44e9f0efca324cf83798d1db921b245d73&scene=0#rd • RT by @Figure_robot: A lot of engineering goes into making autonomy look simple x-figure · 2026-06-12 · https://www.x.com/adcock_brett/status/2065501115744182673 • Science 子刊｜浙大高飞团队：“盲穿”5cm窄缝，90度侧飞，刷新无人机窄缝穿越纪录！ jtks-shenlan-ai · 2026-06-12 · http://mp.weixin.qq.com/s?__biz=MzY4NjA5NTgyMQ==&mid=2247601988&idx=1&sn=49ad66b4eb652b76bb8ba81bc89587fc&chksm=f2eb1470bd30a1a22bb00b0ac6878da806312b8b6c498fb26b7a28233606f1b747a73803e844&scene=0#rd 【AI 消费硬件与脑机】 • The Future Is for Everyone: Free AI Glasses for Every Blind Veteran in America meta-newsroom · 2026-06-12 · https://about.fb.com/news/2026/06/free-ai-glasses-for-every-blind-veteran/ • 支持离线运行，苹果 iPhone 17 Pro 等升级 iOS 27 后支持 AI 高级听写功能 IT之家 · 2026-06-12 · https://www.ithome.com/0/963/743.htm 【AI Agent】 • 初探微软“龙虾”Scout 应用，主打常驻在线 AI 办公协作 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/843.htm • 微软 CEO 纳德拉要把公司内部的智能体“管起来”，为其设定身份与权限边界 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/889.htm • 最恐怖的 AI 实验： 没有法律的虚拟城镇，几十个 Agent 互砍成《西部世界》 36氪 · 2026-06-06 · https://www.36kr.com/p/3841175573088513 【💰 财经动态】 • 消息称欧洲“独角兽”Mistral AI 洽谈以 200 亿欧元估值进行 D 轮融资 IT之家 · 2026-06-13 · https://www.ithome.com/0/963/768.htm • 证监会：批复同意长鑫科技集团股份有限公司首次公开发行股票注册 36kr-newsflash · 2026-06-12 · https://36kr.com/newsflashes/3850061768709377?f=rss • OpenAI突然收购，500万人Codex，永不下线 36氪 · 2026-06-12 · https://www.36kr.com/p/3849797002482951

📋 今日要闻 · 2026-06-12 【AI 基础设施】 • The Next US-China AI Battle Is Over Compute — and China Is Spending Big bloomberg-tech · 2026-06-12 · https://www.bloomberg.com/news/newsletters/2026-06-12/china-s-ai-infrastructure-plan-295-billion-project-to-challenge-us • 存内计算迈向商业化：DeepX 将导入三星电子 LPDDR5X-PIM IT之家 · 2026-06-04 · https://www.ithome.com/0/960/126.htm • Vertical power delivery, flexible moving-pin interposers, and direct-impingement x-semianalysis · 2026-06-04 · https://www.x.com/SemiAnalysis_/status/2062383955131650338 【大模型】 • 递归时代的权力重构（一）预警、发布与规则：Anthropic的“递归自我改进”悖论 36氪 · 2026-06-12 · https://www.36kr.com/p/3849931768281729 • 最强Fable 5跨越神话时刻，但AI学会了自相残杀！ jtks-xinzhiyuan · 2026-06-10 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652706203&idx=1&sn=96623d0b5496591cc11f3ff2001c7c61&chksm=f0356dd221861d5920143cc4cc92e29df26d98fd25093ce5d3eff2159142e69ab15bde9020fb&scene=0#rd • Claude Fable 5正式发布 - 王者归航。 jtks-shuzishengmingkazi · 2026-06-09 · http://mp.weixin.qq.com/s?__biz=MzIyMzA5NjEyMA==&mid=2647683485&idx=1&sn=310421ab80ddac4996667c546b6c3e02&chksm=f179a123aea6d66e0cbc6159bb6d523fa1f71dc0443e8e714e4773f7b996b5a5d599e4139c86&scene=0#rd • Claude 最强模型 Fable 5 发布；微信朋友圈搜索功能全面开放；小米 NAS 页面曝光｜极客早知道 jtks-geekpark · 2026-06-10 · http://mp.weixin.qq.com/s?__biz=MTMwNDMwODQ0MQ==&mid=2653108489&idx=1&sn=ce556f52f63b2b46171a8953fc342d6d&chksm=7f0d46356fb8c2d2ffb31af9f7bba6c428609af6ec01b8a7323a8203ed96165dfff4594d2f74&scene=0#rd • 做AI研究时Claude会偷偷变笨，Anthropic被研究界围攻 jtks-jiqizhixin · 2026-06-10 · http://mp.weixin.qq.com/s?__biz=MzA3MzI4MjgzMw==&mid=2651038221&idx=2&sn=525f465cc0f0d808327b1bb0967c4269&chksm=85a2affd85be02a2f0cd962d7a00ea009844f9607c86cc4826174af9b7768c66d40a77539db1&scene=0#rd 【具身智能模型】 • 大一统的Cosmos 3背后，英伟达不想只做卖铲人 jtks-jushen-jiyuan · 2026-06-12 · http://mp.weixin.qq.com/s?__biz=Mzk2NDg4MDcwNA==&mid=2247494714&idx=1&sn=d4fd89ea44cbe6bf6788d7b374cb3a28&chksm=c51632bbf536d362fc30869dc75579c34fbe7af5f89566cf42592c509f969371308ae5122e0d&scene=0#rd • 具身智能数据基建升级！神经腕带+全景头环，补全物理操作信号 jtks-xinzhiyuan · 2026-06-12 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652706614&idx=3&sn=b853aee476c6ae94bbb61d281fb8c7e1&chksm=f0f23b63495edf89ae325ca05b11302b9c01c51cdf84ffc5612e990ccc0856b698d15a30d4ff&scene=0#rd • 具身智能路线之争：VLA是“应试高手”，世界模型才是“通用天才”？ jtks-yanzhi · 2026-06-11 · http://mp.weixin.qq.com/s?__biz=MzU5ODQ5ODQ1Mw==&mid=2247668119&idx=1&sn=4f301c389f1c81f208ca4408203b7cd6&chksm=fe4f5c6dc938d57b5aeb2ab6d8265fb63f1ae5ba033dfbd37cb3d2c64936b8c309bd0e62ed28#rd • 从王兴兴到杨植麟，美团龙珠怎么投科技？ jtks-latepost · 2026-06-12 · http://mp.weixin.qq.com/s?__biz=MzU3Mjk1OTQ0Ng==&mid=2247536609&idx=1&sn=26f8aaa8e4dd82f95dd1349fbd112631&chksm=fddc709b42a0bf6488fcf84097b4d2aa463f7b72cdbf5510a19b132da5b0c0c8cfa00480e752&scene=0#rd 【智能驾驶】 • Tesla FSD 14.3.4 rolling out now x-elonmusk · 2026-06-11 · https://www.x.com/elonmusk/status/2065202249282768915 • 李想自曝不擅长精细化运营，希望理想汽车成为像苹果一样的企业 IT之家 · 2026-06-12 · https://www.ithome.com/0/963/646.htm • 长安总经理赵非：呼吁行业不要夸大宣传辅助驾驶功能，不要误导用户 IT之家 · 2026-06-12 · https://www.ithome.com/0/963/615.htm 【机器人硬件】 • RLRWLD CEO on Nvidia Partnership, DexBench bloomberg-tech · 2026-06-12 · https://www.bloomberg.com/news/videos/2026-06-12/rlrwld-ceo-on-nvidia-partnership-dexbench-video • Do Humanoid Robots Really Need Legs? bloomberg-tech · 2026-06-12 · https://www.bloomberg.com/news/articles/2026-06-12/humanoid-robotics-companies-debate-whether-wheels-make-more-sense-than-legs 【AI 消费硬件与脑机】 • CVPR 2026 | 视觉脑机迈向双向交互！神经流模型 NeuroFlow 打通视觉与神经的双向通道 jtks-jiqizhixin · 2026-06-12 · http://mp.weixin.qq.com/s?__biz=MzA3MzI4MjgzMw==&mid=2651038681&idx=3&sn=e940c7d59e0f11776bc6efef4fe45b46&chksm=855a5201d6a48b9f48e05949b8e4bebfdd85e5b477992664a38b61cd90879def1d4980d4dbda&scene=0#rd • 华为 AI 眼镜 × 小艺看世界官宣 8 月上线，辅助视障用户探索世界 IT之家 · 2026-06-12 · https://www.ithome.com/0/963/535.htm • 影目INMO：隐形冠军和品类定义者，3季度将推3款新品 jtks-xrvision · 2026-06-12 · http://mp.weixin.qq.com/s?__biz=MjM5OTY1ODgxMg==&mid=2257491018&idx=1&sn=8fd3b6a7b8c0883b0a6d34acd51c8219&chksm=a5bf00abb721e11811ed7d40a2b6ebefb6c1cf04b0dbbd7e467622ea28275fdc7d2ef999e7c8&scene=0#rd 【AI Agent】 • 鸿蒙 HarmonyOS 7 正式发布：从“万物互联”正式迈进“Agent 时代”，华为 Mate90 系列今秋首发搭载 IT之家 · 2026-06-12 · https://www.ithome.com/0/963/594.htm • “智能体最后的考试”，Fable 5竟然不敌GPT 5.5 jtks-qbitai · 2026-06-12 · http://mp.weixin.qq.com/s?__biz=MzIzNjc1NzUzMw==&mid=2247897095&idx=2&sn=7172ce9b1ea80b4d566570fad8229919&chksm=e9165aa3aa8b4dbb95836c71cef44cb53e7582b26e67bb99fe10f749af6888b7cf2343b98537&scene=0#rd 【💰 财经动态】 • Jeff Bezos’s Prometheus raises $12B to build an ‘artificial general engineer’ fo techcrunch-ai · 2026-06-12 · https://techcrunch.com/2026/06/11/jeff-bezoss-prometheus-raises-12b-to-build-an-artificial-general-engineer-for-the-physical-world/ • 证监会同意长鑫科技科创板 IPO 注册申请 IT之家 · 2026-06-12 · https://www.ithome.com/0/963/665.htm

📋 今日要闻 · 2026-06-11 【AI 基础设施】 • 别盯着GPU了，英特尔甩出重磅大招，能否终结英伟达的算力垄断？ 36氪 · 2026-06-03 · https://www.36kr.com/p/3836035332619142 • 欧盟提出“技术主权”一揽子方案，强调“数字自主性”与“韧性” IT之家 · 2026-06-03 · https://www.ithome.com/0/959/558.htm 【大模型】 • 公开版Mythos上线，Claude 最强模型开始分层发售 36氪 · 2026-06-10 · https://www.36kr.com/p/3846606951250824 • 危险，Anthropic自曝：Mythos已把「N天漏洞」压缩成N小时 36氪 · 2026-06-10 · https://www.36kr.com/p/3846502357060105 • Anthropic 示警：AI 执行力逼近甚至超过人类，方向把控等方面人类仍具优势 IT之家 · 2026-06-10 · https://www.ithome.com/0/962/385.htm 【具身智能模型】 • 无需外貌，凭骨架识人！南洋理工首发「3D骨架行人重识别」全景综述 jtks-xinzhiyuan · 2026-06-05 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652705191&idx=3&sn=f24282c0a0e401705b58d6cffa0d59d6&chksm=f098ab06e153ca423eaa5fa7f9a79f49a51fc48548ae3ed5c41da83e7c7e8e5c08d9a8410342&scene=0#rd • 聊世界模型吵了起来，只因为概念用烂了。 jtks-tiannan-jushen · 2026-06-04 · http://mp.weixin.qq.com/s?__biz=MzcwMzAxMDE0MA==&mid=2247485369&idx=1&sn=f276e9c9f8183de9fbbd792b7eefb25a&chksm=f489c38ac3fe4a9c561d68ddfdd3254a20de737d3902b6f6ef2e1cbd03ea74915a6c20b359fa#rd 【智能驾驶】 • 智界 RX 登陆工信部新车公示，赵长江喊话要给出 SUV 在智能时代的新方向 IT之家 · 2026-06-10 · https://www.ithome.com/0/962/681.htm • 鸿蒙智行智界 RX 新车亮相：四激光雷达矩阵、华为巨鲸电池，余承东透露还有更多创新科技即将首发 IT之家 · 2026-06-10 · https://www.ithome.com/0/962/647.htm • GOOD NEWS 🚨Tesla's permitted robotaxi fleet in Texas has rapidly gone up to 69 v x-ming-tesla · 2026-06-10 · https://www.x.com/tslaming/status/2064641632570658946 • 华为 HDC 2026 开发者大会议程再曝，将带来鸿蒙 NEXT 座舱开放能力分享 IT之家 · 2026-06-10 · https://www.ithome.com/0/962/660.htm • FSD approved in Denmark x-elonmusk · 2026-06-09 · https://www.x.com/elonmusk/status/2064373230677193015 【AI 消费硬件与脑机】 • 影石 Luna Ultra 云台相机官宣首创头追模块：耳挂形态，号称“看哪拍哪” IT之家 · 2026-06-03 · https://www.ithome.com/0/959/555.htm • A first look at Microsoft’s Surface Laptop Ultra and Surface Dev Box theverge · 2026-06-03 · https://www.theverge.com/tech/941600/microsoft-surface-laptop-ultra-dev-box-hands-on • 4 Nvidia RTX Spark laptops I'm most excited to try - including Microsoft's new U zdnet · 2026-06-02 · https://www.zdnet.com/article/all-the-new-pcs-powered-by-nvidias-new-n1x-cpu/ 【AI Agent】 • 姚顺雨正面回应为何选择加入腾讯：最重要的原因是文化 IT之家 · 2026-06-05 · https://www.ithome.com/0/960/277.htm • The speedup isn’t just in volume. On open-ended coding problems where answers ar x-anthropic · 2026-06-04 · https://www.x.com/AnthropicAI/status/2062568867151684045 • 微软演示 AI 定制 Win11：一句话整机联动，调整壁纸、主题色、键盘灯效等 IT之家 · 2026-06-04 · https://www.ithome.com/0/960/198.htm • BREAKING NEWS: according to CloudFlare Radar Data, Agentic traffic has SURPASSED x-semianalysis · 2026-06-04 · https://www.x.com/SemiAnalysis_/status/2062580333770408231 【💰 财经动态】 • 甲骨文 2026 财年年报归母净利润 169.84 亿美元，同比增长 36.50% IT之家 · 2026-06-10 · https://www.ithome.com/0/962/694.htm • 甲骨文数据中心支出高于预期 36kr-newsflash · 2026-06-10 · https://36kr.com/newsflashes/3847961838163205?f=rss • 清华系团队做分布式预测世界模型、获数亿元A轮融资，落地终端设备达十万量级｜硬氪首发 36氪 · 2026-06-10 · https://www.36kr.com/p/3844720012151040 • 罗曼股份：拟定增募资不超2.93亿元，用于智能算力集群建设及运营项目 36kr-newsflash · 2026-06-03 · https://36kr.com/newsflashes/3837447480641801?f=rss • Anthropic冲刺IPO：Claude一个月烧掉客户5亿美元，却成了上市前最强广告 36氪 · 2026-06-02 · https://www.36kr.com/p/3835777925510535 • Anthropic 80%代码AI自己写，人类刹车来得及么？ 36氪 · 2026-06-08 · https://www.36kr.com/p/3844411705985540 • 具身生意经 IPO特辑 01｜6月1日宇树上会：42亿募资背后，具身智能开始补哪四门课？ jtks-jushen-xingqiu · 2026-06-01 · http://mp.weixin.qq.com/s?__biz=MzcwMDIwMTAzNA==&mid=2247484268&idx=1&sn=7da53eefaf5987023e909c2ab77a01e3&chksm=f4b22249c3c5ab5fa68ef9aff7dce650b3ac2513f79eb2b6d9cb2eba014ba30640464ae203dd#rd

David Senra（Founders Podcast 主持人）做客红杉资本，与 Brian Halligan 对谈。他过去十年读了 400 多位伟大创始人的传记——从耶稣到黄仁勋——本期分享这些人究竟有什么共同点。 🎙 嘉宾：David Senra（Founders Podcast） 🎙 主持：Brian Halligan（红杉资本） 📺 原始视频：Sequoia Capital · 约 1 小时 🔗 https://www.youtube.com/watch?v=xXsleu4-kd8 ⏱ 本期为精华压缩版（6 分 19 秒） 💎 核心金句 · "屏蔽世界，打造自我"——Dana White 从未读过商业书，只听从一个本能：做自己想看的东西 · "留在游戏中足够久，等到运气来"——Elon 25 年前创立 SpaceX，从未放手 · "我不认为小 ego 能建成大公司"——驱动创始人的不是钱，是控制 🔥 五个反共识观点 1. 庆祝胜利只给一天——顶级创始人的默认思维是"还有什么没做好" 2. 冒名顶替综合征在顶级创始人中几乎不存在——他们天然缺乏"我不配"的心理回路 3. 负面自我对话是早期燃料，但必须更换——同一种心理机制，早期是推进器，后期是自毁按钮 4. 动机不是钱，是控制——维持控制 + 做出好产品 = 钱自然来 5. 第二次创始人被严重高估——卖掉最佳想法后，往往只能在二流项目上复刻魔法 🏷 #创始人 #创业 #红杉资本 #DavidSenra #商业思维 #FoundersPodcast

📋 今日要闻 · 2026-06-10 【AI 基础设施】 • 伯恩斯坦：全面拆解英伟达Rubin机架，存储内存价值远超预期 知识库精读 · 2026-06-10 · https://m.163.com/dy/article/KUUH1IHA05568W0A.html • $NVDA Networking Senior Vice President refuting recent analyst reports on delays x-serenity · 2026-06-10 · https://www.x.com/aleabitoreddit/status/2064554061253451815 • CPO scale out earlier than expected: > Foxconn: est. units register upward and x-serenity · 2026-06-10 · https://www.x.com/aleabitoreddit/status/2064521404859719681 【大模型】 • 刚刚，Anthropic首个神话级Claude 5正式解禁！ 知识库精读 · 2026-06-10 · https://mp.weixin.qq.com/s/jqBsN_2UDie47GVQj8L5MQ • 帮大家总结了一下凌晨的苹果WWDC26 知识库精读 · 2026-06-10 · https://mp.weixin.qq.com/s/pLxDKH_WnW5J3LvZGZ52IA • Claude 最强模型 Fable 5 全解析：Mythos 级别的怪物 知识库精读 · 2026-06-10 · https://mp.weixin.qq.com/s/v_G9KaCnjkPHeMCJ5E9VPA • 实测Claude史上最强模型Fable 5，普通人慎用 36氪 · 2026-06-10 · https://www.36kr.com/p/3846643252365827 • “神话级”AI走向大众，但Anthropic给它装了个安全阀门 36氪 · 2026-06-10 · https://www.36kr.com/p/3846645148666372 【具身智能模型】 • 机器人学视频数据，到底应该学什么？ jtks-jushen-jiyuan · 2026-06-08 · http://mp.weixin.qq.com/s?__biz=Mzk2NDg4MDcwNA==&mid=2247494522&idx=1&sn=190e63740eadb649d21090e70177f723&chksm=c5b916d23637f90af073ec7b8d4f91cfe5b5c729a6317b6c7fca50a1d0e26934876681c6c1d7&scene=0#rd • 对话 HumanEgo 王治：人类数据，比遥操作数据更好 jtks-jushen-jiyuan · 2026-06-08 · http://mp.weixin.qq.com/s?__biz=Mzk2NDg4MDcwNA==&mid=2247494522&idx=2&sn=57f06fa1a9db02c06073ba55bbb4e566&chksm=c55076da046f9a12aea92a621ffcbad7e6a9f27be110aab35f39e823d7804fc4884decf4d598&scene=0#rd • Z Potentials｜CVPR 现场对话苏度科技团队：没有遥控器，没有隔离带，只有真实世界随机的考卷 jtks-zpotentials · 2026-06-06 · http://mp.weixin.qq.com/s?__biz=MzI4NTgxMDk1NA==&mid=2247516062&idx=1&sn=85780a4c00a0487be416de3a13e4f97b&chksm=eadb0e029141d8fd240f9d906b400cbd112d977905fa06b0ad0e2f47dc1542cf400a2d0762d4&scene=0#rd 【智能驾驶】 • 全新10万级"赛豆汽车"来了！赛力斯真正野心曝光 知识库精读 · 2026-06-10 · https://mp.weixin.qq.com/s/lgXtn5mrTN7xOTplGjYH3g • GOOD NEWS 🇩🇰 Denmark just greenlit FSD, making it the fourth country in Europe t x-ming-tesla · 2026-06-09 · https://www.x.com/tslaming/status/2064354092252831931 • Major improvement in safety statistics with FSD turned on in the Netherlands! x-elonmusk · 2026-06-09 · https://www.x.com/elonmusk/status/2064457520748339647 • GOOD NEWS 🚨 Tesla's FSD (Supervised) has officially crossed the 11-billion-mile x-ming-tesla · 2026-06-10 · https://www.x.com/tslaming/status/2064533638008684704 • 纯视觉的上限真的比激光雷达更高吗？ 知识库精读 · 2026-06-10 · https://mp.weixin.qq.com/s/eaiy9D1sntKIZC1eqPUaUA 【机器人硬件】 • 人形机器人价格大跳水，比iPhone还便宜：一场关于生产力而非形态的产业竞速 知识库精读 · 2026-06-10 · https://mp.weixin.qq.com/s?__biz=MzU1NDA4NjU2MA==&mid=2247663370&idx=1&sn=3bcd990c15055c195cfdaf6b5336a1fd • 何小鹏发内部信：亲自下场直管机器人业务，迎来量产和商业化前夜 IT之家 · 2026-06-10 · https://www.ithome.com/0/962/374.htm 【AI 消费硬件与脑机】 • 容量增幅 50%：消息称 MacBook Neo 2 配 12GB 内存，支持苹果最强本地 AI 模型 IT之家 · 2026-06-10 · https://www.ithome.com/0/962/377.htm • 华为 nova 16 系列手机星闪能力公布，Pro / Ultra 还能连手写笔 IT之家 · 2026-06-02 · https://www.ithome.com/0/958/992.htm • 索尼发布 SRG-AS10/XS10 摄像机：AI 自动追踪构图，4K60P 画质 + 10 倍光学变焦 IT之家 · 2026-06-02 · https://www.ithome.com/0/958/990.htm 【AI Agent】 • Claude Code爆火背后的Agent Harness底层逻辑，UIUC、Meta、斯坦福深度解读 36氪 · 2026-06-10 · https://www.36kr.com/p/3846617333664264 • Apple approves Poke as the first AI agent on its Messages for Business platform techcrunch-ai · 2026-06-04 · https://techcrunch.com/2026/06/04/apple-approves-poke-as-the-first-ai-agent-on-its-messages-for-business-platform/ 【💰 财经动态】 • OpenAI Files Confidentially for IPO bloomberg-tech · 2026-06-08 · https://www.bloomberg.com/news/videos/2026-06-08/openai-files-confidentially-for-ipo-video • OpenAI Joins Race for Public Market Cash bloomberg-tech · 2026-06-09 · https://www.bloomberg.com/news/videos/2026-06-09/openai-joins-race-for-public-market-cash-video • Google's Backstops Underpin $35 Billion Anthropic Chip Deal bloomberg-tech · 2026-06-10 · https://www.bloomberg.com/news/videos/2026-06-10/google-s-backstops-underpin-35-bln-anthropic-chip-deal-video • 独家：伯牙智能获数千万元天使轮融资，阿里前高管打造灵巧操作系统 知识库精读 · 2026-06-10 · https://mp.weixin.qq.com/s/VRxvcyJk5NswzJtwWi0xvQ • OpenAI秘密IPO，首日估值冲1.5万亿美元；苹果推出AI版Siri，推理能力弱于Gemini云端方案；谷歌向英特尔下单超300万颗TPU芯片丨硅谷大事件 jtks-leifengwang · 2026-06-09 · http://mp.weixin.qq.com/s?__biz=MTM2ODM0ODYyMQ==&mid=2651750209&idx=2&sn=90059e8e5079cb694f0b285f665d26f1&chksm=63f3d61b8116eb20b8fc3a6301d2ce0a3ba23fc33fc2643eb341ea1232de7f66aabe66a87dba&scene=0#rd • Google Orders More Than 3 Million Chips From Intel: Information bloomberg-tech · 2026-06-08 · https://www.bloomberg.com/news/videos/2026-06-08/google-orders-more-than-3m-chips-from-intel-information-video • 台积电 2026 财年 5 月营收 4169.75 亿元新台币，同比增长 30.10% IT之家 · 2026-06-10 · https://www.ithome.com/0/962/383.htm • TSMC’s Monthly Sales Rise 30% Thanks to Sustained AI Chip Demand bloomberg-tech · 2026-06-10 · https://www.bloomberg.com/news/articles/2026-06-10/tsmc-s-monthly-sales-rise-30-thanks-to-sustained-ai-chip-demand

深度拆解 · SemiAnalysis 2026/01/09 发表的长文 《China's Unitree Will Dominate Global Robotics》(《中国的宇树将主导全球机器人》)。 🎯 核心论点 · 宇树正在复制 BYD（先吃电池再吃整车）和 DJI（先吃飞控再吃整机）的中国硬件巨头路径 · 关键策略：先吃透执行器，再向上做四足机器人和人形机器人 📉 价格曲线 · 2018 Laikago $45k → 2020 A1 $15k → 2021 Go1 $2.7k → 今天 Go2 $1.6–2.8k · 六年入门级四足机器人价格下降 94%–96% 🤖 G1 的真正意义 · 不是最强，但买得到、足够便宜、研究者生态最大 · 英伟达 / 苹果 / Meta 各采购数百台用于 AI 研究 ⚙️ 技术核心：执行器 · 占整机 BOM 50–70% · QDD 路线 vs 谐波减速器：效率 95–98% vs 85–90%，成本最低 80% · 代价是发热：早期 G1 拿 2 公斤只能撑几分钟 🔥 拐点（这篇报告最核心的判断） · 过去两年宇树在执行器上做了一连串工程改造：均热板、主动冷却、铜填充、绕组优化 · 现在弯臂可搬 5kg × 10–15min，接近 Agility Digit · 在保守经济假设下，已具备某些商业场景的可行性 📖 原文：https://semianalysis.com/2026/01/09/how-chinas-unitree-will-dominate-global-robotics/

📋 今日要闻 · 2026-06-09 【AI 基础设施】 • 存储芯片成AI产业核心支柱，长期高景气能否走出长牛行情？ 36氪 · 2026-06-08 · https://www.36kr.com/p/3844123091204997 • 三星电子副会长全永铉与英伟达黄仁勋会面，讨论 HBM4、晶圆代工等 IT之家 · 2026-06-08 · https://www.ithome.com/0/961/603.htm • NVIDIA and LG Group Build an AI Factory to Advance Physical AI, Mobility and AI NVIDIA Blog · 2026-06-08 · https://blogs.nvidia.com/blog/nvidia-and-lg-group-ai-factory/ • 2028年3500万颗 TPU jtks-2030fy · 2026-06-08 · http://mp.weixin.qq.com/s?__biz=MzYyMjU1NzM2OQ==&mid=2247484898&idx=1&sn=66464eace6af75a62f7b08f3ad2fd2ff&chksm=fe7232e4dc5bf5a8aa6d8a344d0f325ecd356ff57606d63424d6f1389d9a5535a26920167bc9&scene=0#rd 【大模型】 • Mythos 5颠覆性能曝光：训练代码52倍加速碾压人类 36氪 · 2026-06-08 · https://www.36kr.com/p/3844411514391049 • "Chat is dead": OpenAI preps overhaul of ChatGPT arstechnica · 2026-06-08 · https://arstechnica.com/ai/2026/06/chat-is-dead-openai-preps-overhaul-of-chatgpt/ • 苹果 Apple Intelligence 与谷歌达成合作：引入 Gemini，第二代设备端模型支持听写等功能 IT之家 · 2026-06-08 · https://www.ithome.com/0/961/670.htm 【具身智能模型】 • 一张卡，10分钟，这家公司把地球玩成了《我的世界》！ jtks-xinzhiyuan · 2026-06-08 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652705710&idx=1&sn=fb9ea859fb5a487acaba36b7ac8680af&chksm=f00c0a818d70576de0a6bd5c7841e3ef060497b7cdd35e07f31a721a45743bc614ac51085e14&scene=0#rd 【智能驾驶】 • 理想汽车 CVPR 2026 入选论文解读 知识库精读 · 2026-06-08 • Uber tells London to get ready for robotaxis theverge · 2026-06-08 · https://www.theverge.com/transportation/945614/uber-wayve-robotaxi-interest-list-launch-london • Uber Opens London Waitlist for Wayve Robotaxis Ahead of Launch bloomberg-tech · 2026-06-08 · https://www.bloomberg.com/news/articles/2026-06-08/uber-opens-london-waitlist-for-wayve-robotaxis-ahead-of-launch 【机器人硬件】 • 当第N个VC来问苏度科技后，我好奇和疑惑被拉满了 知识库精读 · 2026-06-08 • Nvidia, Hyundai Deepen Joint Push Into AI-Powered Robotics bloomberg-tech · 2026-06-08 · https://www.bloomberg.com/news/articles/2026-06-08/nvidia-hyundai-deepen-joint-push-into-ai-powered-robotics • 人形机器人天工 3.0 将于下半年开启规模化量产，搭载地瓜机器人旭日 S600 芯片 IT之家 · 2026-06-08 · https://www.ithome.com/0/961/640.htm • 欧菲光发布机器人 RGBD 相机 Dex400R，可实现手眼协同、无序抓取、近远场避障等功能 IT之家 · 2026-06-08 · https://www.ithome.com/0/961/576.htm • 深度｜ICRA2026现场：狂砸木板不坏、整箱水单手拎起，维也纳最硬核的灵巧手展示 jtks-zpotentials · 2026-06-08 · http://mp.weixin.qq.com/s?__biz=MzI4NTgxMDk1NA==&mid=2247516114&idx=1&sn=2db672cfdfdd0313295216e206f084ad&chksm=ea26fa02cfadced8b1273728bb6140a352159e2ff1b83502f09d10daf7d0bce96359b73514fc&scene=0#rd 【AI 消费硬件与脑机】 • 苹果升级 iOS 27 版信息 / 电话：AI 理解用户操作意图，回复贴合用户风格 IT之家 · 2026-06-08 · https://www.ithome.com/0/961/705.htm • 苹果提升账号安全，iOS 27 版 Passwords 应用支持 AI 自动更换密码 IT之家 · 2026-06-08 · https://www.ithome.com/0/961/697.htm • WWDC 2026: All the news from Apple’s developers conference theverge · 2026-06-08 · https://www.theverge.com/tech/944110/wwdc-2026-news-announcements • 仅25.8克，全球最轻AI眼镜 KANNAN K2 正式发布 jtks-xrvision · 2026-06-08 · http://mp.weixin.qq.com/s?__biz=MjM5OTY1ODgxMg==&mid=2257490965&idx=1&sn=04ccbf85f412957a3747d36acfea8e9b&chksm=a5529b6c3bca1c6c07bb599ff7192db6044d5e37f510603123f08cbd2f54c35deea1f1c6a187&scene=0#rd 【AI Agent】 • 大人，AI编程又变天了！Claude Code之父、龙虾创始人同时力捧新范式，杀死提示词工程？ 知识库精读 · 2026-06-08 • Kimi Work不是中国版Codex 知识库精读 · 2026-06-08 • 9天Claude Code重写100万行代码、6755次提交，Bun完成史上最大AI重构后，开发者质疑：99.8%测试通过率，真的代表安全？ 36氪 · 2026-06-08 · https://www.36kr.com/p/3844285021047304 • 集成 Coding 和 Agent 工具，ChatGPT 打造超级应用；两部门出台《规范》整治网络测评活动；京东、腾讯围绕 AI Agent 合作 | 极客早知 jtks-geekpark · 2026-06-08 · http://mp.weixin.qq.com/s?__biz=MTMwNDMwODQ0MQ==&mid=2653108330&idx=1&sn=05e52468c38ae5d3ed42baa5450f153c&chksm=7f7b2e38f53a72029530b1d350fec89ce1fb379a14bd23a7a1d322075a20f5de68b9cb30edc7&scene=0#rd • 微信AI官宣：开发者内测启动！ jtks-xinzhiyuan · 2026-06-08 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652705791&idx=2&sn=edf0bc662caf90ef999ff21c3841199e&chksm=f0ac317fd4efc36a8f22c373b7dfedeff8491086e4fe07fc8f4dfd79b40c66f8f672106f8954&scene=0#rd 【💰 财经动态】 • 博通CEO陈福阳彭博专访：死磕技术客户就不会跑，看好"博通-谷歌-Anthropic"铁三角 知识库精读 · 2026-06-05 • 速递｜SpaceX IPO前再签算力大单，Google月付9.2亿美元租11万块GPU jtks-zpotentials · 2026-06-08 · http://mp.weixin.qq.com/s?__biz=MzI4NTgxMDk1NA==&mid=2247516114&idx=2&sn=dc71291670c3f5ecfe73686f4b3bb733&chksm=eac6aa37efe75b7297a8dc4488d33fdb01faf185d0f26f75701557ec76dd92d07121b6b2c9aa&scene=0#rd • OpenAI 已提交 S-1 草案，释放潜在 IPO 上市信号 IT之家 · 2026-06-08 · https://www.ithome.com/0/961/714.htm

📋 今日要闻 · 2026-06-08 【AI 基础设施】 • Nvidia to Debut New Chip for Laptops, Desktop Computers bloomberg-tech · 2026-06-01 · https://www.bloomberg.com/news/videos/2026-06-01/nvidia-to-debut-new-chip-for-laptops-desktop-computers-video • 光源权力转移 EML 到 CW/ELS 源杰跟索尔思的位置在哪？ jtks-zihaotanxin · 2026-05-31 · http://mp.weixin.qq.com/s?__biz=Mzk0ODUzNzI4OQ==&mid=2247488224&idx=1&sn=7b6cf1ec8839ed991cbb86d590f2fc6c&chksm=c3674046f410c95081c860af194a7d5f06f48d63c920fafe63554a394fbf7e5c09e78111410d#rd • ▌最新的供應鏈調查顯示，舜宇光學迎來數個新正向趨勢： 1. 利用既有光學技術優勢，準備進入 ... x-mingchi-kuo · 2026-05-29 · https://www.x.com/mingchikuo/status/2060241869158985783 【大模型】 • 突发，字节AI大将顾全全离职 36氪 · 2026-06-02 · https://www.36kr.com/p/3836085319103619 • MiniMax 低调发布 M3 和 MiniMax Code，我们测完后有几点感受 jtks-crossing · 2026-06-01 · http://mp.weixin.qq.com/s?__biz=MzAxMDMxOTI2NA==&mid=2649108856&idx=1&sn=cc5d8fd02bf7f9d7a494bca00ba092cb&chksm=82a7b1384e4ee6ba9dba17e70cff5840f9fb7dccaa3350a23055cbe98b45f7e076ec2bc45a91&scene=0#rd • Florida Sues OpenAI, Sam Altman Over Chatbot Safety Concerns bloomberg-tech · 2026-06-01 · https://www.bloomberg.com/news/articles/2026-06-01/florida-sues-openai-sam-altman-over-chatbot-safety-concerns • Microsoft to unveil new AI models and Windows improvements at Build theverge · 2026-06-01 · https://www.theverge.com/report/940861/microsoft-build-ai-models-windows-dev-mode-what-to-expect 【具身智能模型】 • 完了，Sharpa和宇树、英伟达准备穿一条裤子。 jtks-tiannan-jushen · 2026-06-02 · http://mp.weixin.qq.com/s?__biz=MzcwMzAxMDE0MA==&mid=2247485328&idx=1&sn=2a6d4da838c9b2e3b488142a9b28842e&chksm=f489c3a3c3fe4ab54e0e2e7b9c236f4fd77ad8d7b4b8c74473b5f9636bd98e40b25745d2ab63#rd • 云端模型如何落地物理世界？招商局狮子山人工智能实验室用LiOS打通具身智能全链路 jtks-qbitai · 2026-06-01 · http://mp.weixin.qq.com/s?__biz=MzIzNjc1NzUzMw==&mid=2247894090&idx=2&sn=e505746db4e72c7d97d75fa113db3932&chksm=e958d8278725805812a7c87bf3c7cdd0ef65038dcf7f71c989e4238c4f56cd102c17e90ab166&scene=0#rd 【AI 消费硬件与脑机】 • The Surface Laptop Ultra is the most powerful Surface yet, thanks to NVIDIA's RT engadget · 2026-06-01 · https://www.engadget.com/2184570/microsoft-surface-laptop-ultra/ • Dell's new XPS 13 is a MacBook Neo rival that costs $599 and retains premium fea zdnet · 2026-05-31 · https://www.zdnet.com/article/dell-xps-13-2026-macbook-neo-competitor/ • Dell XPS 13 (2026) vs. MacBook Neo: I compared both budget laptops, here's which zdnet · 2026-05-31 · https://www.zdnet.com/article/dell-xps-13-2026-vs-macbook-neo/ 【AI Agent】 • 月之暗面 Kimi Work Beta 版开启内测：面向知识工作者的通用型本地 Agent IT之家 · 2026-06-03 · https://www.ithome.com/0/959/547.htm • Kimi发布桌面端产品Kimi Work，定位通用型本地Agent 36kr-newsflash · 2026-06-03 · https://36kr.com/newsflashes/3837454258391555?f=rss • Meta’s AI agent for WhatsApp Business is now available globally techcrunch-ai · 2026-06-03 · https://techcrunch.com/2026/06/03/metas-ai-agent-for-whatsapp-business-is-now-available-globally/ • 英伟达与微软达成合作：推出统一技术栈，用于部署Agentic AI 36kr-newsflash · 2026-06-02 · https://36kr.com/newsflashes/3836623180101001?f=rss 【💰 财经动态】 • “中国最会烧钱的4个男人，坐上了同一张牌桌” 36氪 · 2026-05-31 · https://www.36kr.com/p/3831900268865157 • Anthropic President Sees High Computing Costs as Driver for IPOs bloomberg-tech · 2026-06-04 · https://www.bloomberg.com/news/articles/2026-06-04/anthropic-president-cites-high-computing-costs-as-driver-for-ipo • 万亿美元 AI 公司，面试时禁止使用 AI jtks-geekpark · 2026-06-07 · http://mp.weixin.qq.com/s?__biz=MTMwNDMwODQ0MQ==&mid=2653108308&idx=1&sn=3b76dff039b08e8ec5aa4d0b040bcb98&chksm=7fc8f0a2461c67b44fd1d40b0cb0278b28825a5d9bca67d9665ad711369898af881da4ff0093&scene=0#rd • AI巨头发出警告：AI系统正迅速进步，它们可能很快能够自我改进 36氪 · 2026-06-05 · https://www.36kr.com/p/3839972948855045 • 消息称美国政府与 OpenAI 谈持股方案，磋商已超 1 年且仍在推进 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/847.htm • Sharpa：不甘心做灵巧手界的宇树 jtks-jushen-jiyuan · 2026-06-03 · http://mp.weixin.qq.com/s?__biz=Mzk2NDg4MDcwNA==&mid=2247494430&idx=1&sn=7e3b4cc8185761a114e975cfd1d8d22f&chksm=c5101da9c7db2f1d279be93675416dddddd854896bd11716b0139e1a91dc43cf13532c769152&scene=0#rd • This chip startup just raised $135M on a bet that AI’s biggest bottleneck isn’t techcrunch-ai · 2026-05-29 · https://techcrunch.com/2026/05/29/xcena-secures-135m-at-570m-valuation-betting-on-memory-as-ais-real-bottleneck/ • Nvidia-Backed Robotics Startup Generalist AI Valued at $2 Billion bloomberg-tech · 2026-06-04 · https://www.bloomberg.com/news/articles/2026-06-04/nvidia-backed-robotics-startup-generalist-ai-valued-at-2-billion • Jeff Bezos Is Funding a Wild Hunt for the Brain’s ‘Core Algorithm’ wired-ai · 2026-06-04 · https://www.wired.com/story/jeff-bezos-is-funding-a-wild-hunt-for-the-brains-core-algorithm/ • 速递｜AI推理服务商Fireworks AI拟定新一轮融资，估值150亿美元 jtks-zpotentials · 2026-05-29 · http://mp.weixin.qq.com/s?__biz=MzI4NTgxMDk1NA==&mid=2247515914&idx=4&sn=9c4d47708430dc062de53c53c950bd40&chksm=ea51105586ea8fe38ad7292abb6f789f423d6c436f1ad7c958d11bfaf1614878ae1281d7287f&scene=0#rd

📋 今日要闻 · 2026-06-07 【AI 基础设施】 • These are the first Nvidia RTX Spark laptops theverge · 2026-06-01 · https://www.theverge.com/gadgets/940794/first-nvidia-rtx-spark-laptops-roundup-computex-2026 • Nvidia Is Taking On Intel and AMD With New AI Chip for Computers bloomberg-tech · 2026-06-01 · https://www.bloomberg.com/news/articles/2026-06-01/nvidia-enters-windows-laptop-market-taking-on-intel-and-amd • Necessity is the mother of innovation. In one fell swoop, Huawei overtakes all i x-semianalysis · 2026-05-31 · https://www.x.com/SemiAnalysis_/status/2060889110932308316 • Our work shows AI taking roughly 60% of N3 family wafers in 2026 and stepping up x-semianalysis · 2026-05-30 · https://www.x.com/SemiAnalysis_/status/2060828706055094734 【大模型】 • 软银孙正义：OpenAI 正用 AI 设计 AI 模型，比人类聪明 1 万倍的 ASI 未来 2 年到来 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/852.htm • DeepSeek V4做数学证明，500倍成本优势：智能体系统刷新多项纪录 jtks-jiqizhixin · 2026-06-06 · http://mp.weixin.qq.com/s?__biz=MzA3MzI4MjgzMw==&mid=2651037518&idx=2&sn=2d6012bcb8a495b818fce4458626480d&chksm=859ebf6fa65db6ce43cd78be9529ce98f62c2a68075e22150ddd5535b19b3a17101e06fc9e72&scene=0#rd 【具身智能模型】 • 大晓机器人联合南洋理工打通Physical AI全链路！PhysX-Omni补齐物理AI基建 jtks-jiqizhixin · 2026-06-06 · http://mp.weixin.qq.com/s?__biz=MzA3MzI4MjgzMw==&mid=2651037518&idx=3&sn=59f355e1dc3f88caf44be217a4474af5&chksm=8599672563c3ce359ecd9bc9580f8c4f35ee52deec48ffed8cd631854e48fa07d953f024d6bd&scene=0#rd • 1X All in世界模型：你无法通过微调实现AGI jtks-jushen-jiyuan · 2026-06-05 · http://mp.weixin.qq.com/s?__biz=Mzk2NDg4MDcwNA==&mid=2247494444&idx=1&sn=ba2e7ddd987ba80200b2b3bb7c888356&chksm=c588ff00a2c464a23dac71bdcb05311351630bf5623aa455e1e6cc30e24d08623a3d8588f9ff&scene=0#rd • 对话它石智航丁文超：具身智能，如何迈进「2.0时代」？丨ICRA 2026 jtks-leifengwang · 2026-06-05 · http://mp.weixin.qq.com/s?__biz=MTM2ODM0ODYyMQ==&mid=2651750091&idx=1&sn=dd78d7b3faabab48fc4260fda5ac3b3f&chksm=63871278a85a41e3181285bc4683aa0fe9d1cecf5530dadaa2ec69005449addaa2b1d3ccb252&scene=0#rd • 李飞飞最新长文：当视频生成、机器人和NVIDIA都自称世界模型，我们需要一个分类法 jtks-yanzhi · 2026-06-04 · http://mp.weixin.qq.com/s?__biz=MzU5ODQ5ODQ1Mw==&mid=2247668076&idx=1&sn=8e1ef23e7512f953bfefb0f800e528f3&chksm=fe4f5c96c938d5801b29865369fc95f04087ed67d1003e6a548db61dc747ed9e974cc93e8d2b#rd 【智能驾驶】 • 东风发布无人物流车品牌 OpenVAN：载重最大 13.6 吨，预计 8 月交付 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/965.htm • 高通宣布车端人工智能 Claw 生态计划，将智能体 AI 引入智能座舱 IT之家 · 2026-06-05 · https://www.ithome.com/0/960/695.htm • BYD’s ‘world’s first’ 1,000-km range luxury GT is off to a hot start electrek · 2026-06-05 · https://electrek.co/2026/06/05/byds-worlds-first-1000-km-range-luxury-gt-off-to-hot-start/ 【机器人硬件】 • Harbinger gears up for war with autonomous military truck program electrek · 2026-06-06 · https://electrek.co/2026/06/06/harbinger-gears-up-for-war-with-autonomous-military-truck-program/ • 实拍ICRA的友商们，没想到都选了同一家人形臂。 jtks-tiannan-jushen · 2026-06-05 · http://mp.weixin.qq.com/s?__biz=MzcwMzAxMDE0MA==&mid=2247485389&idx=1&sn=575da5bf6bdeea945ec30faed3d80cbb&chksm=f489c3fec3fe4ae897c828c501e2550eb1bac35e585452c97b98fa4a4588fecdc8001bc3b900#rd • The skeptic’s guide to humanoid robots going viral on the Internet arstechnica · 2026-06-04 · https://arstechnica.com/ai/2026/06/the-skeptics-guide-to-humanoid-robots-going-viral-on-the-internet/ 【AI 消费硬件与脑机】 • 蚂蚁这场AI眼镜生态闭门会，半个AI眼镜圈都来了 jtks-xrvision · 2026-06-06 · http://mp.weixin.qq.com/s?__biz=MjM5OTY1ODgxMg==&mid=2257490962&idx=1&sn=ea269099ad4b67bb38fd3d774d1c1147&chksm=a5f46624d89eb83f079d11c9b5d2f42a5c8c5bcce6c8259b9128fe35debb5a06047170e8a8d3&scene=0#rd • 荣耀影像实验室官宣对标阿莱 ARRI 标准，正式升级为电影工业影像实验室 IT之家 · 2026-05-24 · https://www.ithome.com/0/954/510.htm • 华为官网信息公布：MatePad Pro Max 悦享款搭载麒麟 T93 处理器 IT之家 · 2026-06-01 · https://www.ithome.com/0/958/363.htm • This is the Microsoft Surface Laptop Ultra with Nvidia RTX Spark theverge · 2026-06-01 · https://www.theverge.com/tech/940584/microsoft-surface-laptop-ultra-nvidia-rtx-spark-pictures 【AI Agent】 • Anthropic 被曝雇1000名人类工程师“培训”Claude Code，时薪280美元：AI 编程越进化越离不开真人兜底 jtks-aifrontline · 2026-06-06 · http://mp.weixin.qq.com/s?__biz=MzU1NDA4NjU2MA==&mid=2247663236&idx=1&sn=4ad39378e7fc17454c2194a8167496b6&chksm=fadb337dedb6d284f5bed1d90393e1592512f971ace96fdce630773f095e126f636ec21bc435&scene=0#rd • 微软想让用户对自家智能体 Scout 上瘾？CEO 纳德拉否认 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/975.htm 【💰 财经动态】 • Google will pay SpaceX $920M per month for compute techcrunch-ai · 2026-06-05 · https://techcrunch.com/2026/06/05/google-will-pay-spacex-920m-per-month-for-compute/ • SpaceX Inks $30 Billion Computing Power Deal With Google bloomberg-tech · 2026-06-05 · https://www.bloomberg.com/news/articles/2026-06-05/google-buying-computing-from-spacex-in-920-million-a-month-deal • RT by @elonmusk: SpaceX just quietly amended its S-1 announcing another mega dea x-elonmusk · 2026-06-05 · https://www.x.com/shaunmmaguire/status/2062971446843015595 • SpaceX与谷歌达成每月9.2亿美元的云服务协议 36kr-newsflash · 2026-06-06 · https://36kr.com/newsflashes/3841028145236227?f=rss • 英伟达 Rubin 机架内存缩水一半？市场误读导致美光市值蒸发逾 1000 亿美元 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/901.htm • 分析师：到 2030 年前，英伟达在 AI 数据中心芯片领域的地位仍难撼动 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/950.htm • RT by @Figure_robot: Today, we're announcing the completion of a $100 million em x-figure · 2026-05-29 · https://www.x.com/adcock_brett/status/2060431765572096052

📋 今日要闻 · 2026-06-06 【AI 基础设施】 • BREAKING NEWS: NVIDIA HAS JUST OPEN SOURCED THEIR RUBIN NVSWITCH TRAY BoM & DIAG x-semianalysis · 2026-06-05 · https://www.x.com/SemiAnalysis_/status/2062720812042371558 • 黄仁勋谈未来计算：收敛为面向 AI 智能体的统一架构，覆盖云端到机器人 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/844.htm 【大模型】 • Anthropic紧急叫停，Mythos被内鬼偷卖API 36氪 · 2026-06-05 · https://www.36kr.com/p/3840185187010824 • Anthropic万字长文：当AI开始构建自己，人类该何去何从？ jtks-shuzishengmingkazi · 2026-06-05 · http://mp.weixin.qq.com/s?__biz=MzIyMzA5NjEyMA==&mid=2647682995&idx=1&sn=dfb17dcc572d5d2f4e980859973f3992&chksm=f1caa5cf81ac72ec1ed0168ef76718ea37f765449e0b077e12a2bf8b4603d0d013caa0b5325b&scene=0#rd • Anthropic与OpenAI同周预警：AI开始自己造自己！Anthropic却带头呼吁“愿意暂停AI研究”，网友：奇点已来还是IPO造势？ jtks-51cto · 2026-06-05 · http://mp.weixin.qq.com/s?__biz=MjM5ODI5Njc2MA==&mid=2655940416&idx=1&sn=6937d87f607e1ba7c211360ac8765ab5&chksm=bcb8354c749cc5bdf968820adea7705106ad0b244fe4e06293235068a28b45caa55df3281e91&scene=0#rd • ChatGPT的“失忆症”终于被治好了！Dreaming V3让大模型拥有长期记忆，从聊天工具迈向真正的个人助手 jtks-51cto · 2026-06-05 · http://mp.weixin.qq.com/s?__biz=MjM5ODI5Njc2MA==&mid=2655940425&idx=1&sn=b3d4baca25a0b767e2cb1566ecf76583&chksm=bc707d0f2095fae2bfc31976df9865639735008a8e2dc852648bebdf9885fd3195549443e42b&scene=0#rd • 苹果 iOS 27 版 Siri 前瞻：AI 感知屏幕、跨 App 操作，新增独立应用 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/782.htm 【具身智能模型】 • 别再碰瓷100 亿美元“身价”的世界模型了，李飞飞这次手把手教你分辨 36氪 · 2026-06-05 · https://www.36kr.com/p/3839685302241536 • Index Ventures' Achadjian on Backing Ex-SpaceX Workers bloomberg-tech · 2026-06-05 · https://www.bloomberg.com/news/videos/2026-06-05/index-ventures-achadjian-on-backing-ex-spacex-workers-video • 下一个Anthropic不写代码，它在搬箱子！ jtks-xinzhiyuan · 2026-06-05 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652705191&idx=1&sn=8896271a48e289d4d1b5b4583db49796&chksm=f06209f82d6375328496e9575e03d8bf2406cd6cd65a872fcc92c0abb9ecced7b2511a6539b3&scene=0#rd 【智能驾驶】 • 东风汽车无人运力品牌 OpenVAN 公布，四款 L4 级无人物流新车明日发布 IT之家 · 2026-06-05 · https://www.ithome.com/0/960/744.htm • RT by @elonmusk: Tesla Cybercab will change the look of roads forever. The futu x-elonmusk · 2026-06-05 · https://www.x.com/cb_doge/status/2062955283610218847 • GOOD NEWS 🚨 Tesla Robotaxi LLC has officially taken a massive regulatory step by x-ming-tesla · 2026-06-06 · https://www.x.com/tslaming/status/2063067273271951656 【机器人硬件】 • 小鹏机器人核心产品一号位施晓鑫6月初主动离职 36kr-newsflash · 2026-06-05 · https://36kr.com/newsflashes/3839618628192773?f=rss • 小鹏被传机器人核心人物离职，内部人士称业务进展顺利 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/890.htm • 自动驾驶最能打的一批人，悄悄成了中国具身智能的「黄埔军校」...... jtks-autodrive-heart · 2026-06-06 · http://mp.weixin.qq.com/s?__biz=Mzg2NzUxNTU1OA==&mid=2247695200&idx=1&sn=af5c9c12ed958ff1691d0b144e2c61c5&chksm=cf65b4d4c979bf6c95089fb34ed509f75a34585849b684ff088913ae2c14a11347dd36d7e100&scene=0#rd • 谁先跑进10万个家庭，谁就赢了机器人第一局 jtks-xinzhiyuan · 2026-06-05 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652705143&idx=1&sn=534f8382db0274fc125ff0de5a532640&chksm=f0ec955f7383bb70523ab6725fb831a994219da7e8cb4c4367c442b9b4de938ce00355c28f5d&scene=0#rd 【AI 消费硬件与脑机】 • 全国首例：侵入式脑机接口让失明 20 年患者重见光明 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/883.htm • Meta 智能眼镜 App 被曝暗藏 AI 人脸识别功能相关代码：影响超 5000 万设备，公司回应称仅为探索而已 IT之家 · 2026-06-05 · https://www.ithome.com/0/960/735.htm 【AI Agent】 • Claude的双面人生：在Anthropic内部卷生卷死，在用户面前躺平摆烂 jtks-jiqizhixin · 2026-06-05 · http://mp.weixin.qq.com/s?__biz=MzA3MzI4MjgzMw==&mid=2651037437&idx=1&sn=2d66ba718403b70eb617e8e9bd382329&chksm=8520b1f2c81baf779ba3a387772f6d396ca47cffdebc89f2b8ab4699081b87169ae0866651a6&scene=0#rd • OpenAI曝光「自进化」AI！6周准确率翻三倍，Bug全自己修 jtks-xinzhiyuan · 2026-06-06 · http://mp.weixin.qq.com/s?__biz=MzI3MTA0MTk1MA==&mid=2652705195&idx=1&sn=2469ec9a534e7f63fae5a3cb794b3e91&chksm=f0c7a6d6994fb58d30b7259ac9df81510e6c800bccbeb3bfe1d13b678276efa466b55941a3a1&scene=0#rd • Anthropic 被曝雇 1000 名人类工程师训练 Claude Code，每项任务 280 美元 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/907.htm 【💰 财经动态】 • Apollo Wraps Up $35 Billion Debt to Buy AI Chips for Anthropic bloomberg-tech · 2026-06-05 · https://www.bloomberg.com/news/articles/2026-06-05/apollo-wraps-up-35-billion-debt-to-buy-ai-chips-for-anthropic • 刚刚！腾讯拟100亿投资DeepSeek，加上宁德时代共融资超500亿 jtks-zhinengjiyuanagi · 2026-06-03 · http://mp.weixin.qq.com/s?__biz=MzcwMTIxNjgwMA==&mid=2247487759&idx=1&sn=efd55141e3c165962a27a0030b965c34&chksm=f4a2b040c3d539562c99d28f21946dc2678b1047c19bc5b76996bd88e244f08691ebc97284ad#rd • 月付 9.2 亿美元：谷歌租赁马斯克 SpaceX 的 AI 算力，约 11 万英伟达 GPU、CPU 等 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/770.htm • 美国芯片股集体下跌，抹去 1.3 万亿美元市值 IT之家 · 2026-06-06 · https://www.ithome.com/0/960/898.htm