📋 今日要闻 · 2026-11-08 【AI 基础设施】 • 风口浪尖的数据中心，开始放低姿态 36氪 · 2026-11-07 · https://www.36kr.com/p/4059211837003656 • There is no end in sight for the GPU supply problem engadget · 2026-11-07 · https://www.engadget.com/2309554/gpu-supply-problem-no-end-in-sight/ • Brightspeed 与英伟达洽谈，计划将 130 多座老旧电信建筑改造为小型数据中心 IT之家 · 2026-11-06 · https://www.ithome.com/1/023/543.htm 【大模型】 • Anthropic最强Model 4首次曝光：RSI狂飙2倍速 36氪 · 2026-11-07 · https://www.36kr.com/p/4058973865825161 • A\三大内部模型曝光，领先Opus5.5三个月，RSI缩短80%实验时间 36氪 · 2026-11-06 · https://www.36kr.com/p/4058140801373065 • 谷歌在美国遭家长起诉：Gemini 被指协助 13 岁女孩制定轻生计划 IT之家 · 2026-11-07 · https://www.ithome.com/1/023/765.htm • 刚刚，Gemini Omini 1.2登顶了，360p视频每秒0.07美元，还能升4K 36氪 · 2026-11-06 · https://www.36kr.com/p/4058140931822721 • After DeepSeek V4.1 Flash, Xiaomi MiMo is moving to a causal encoder-decoder for x-semianalysis · 2026-11-07 · https://www.x.com/SemiAnalysis_/status/2119142144749293863 【具身智能模型】 • 苹果披露人形机器人 HALO 系统：调用千问模型在宇树 G1 上验证，单项任务平均成功率 91% IT之家 · 2026-11-07 · https://www.ithome.com/1/023/767.htm 【智能驾驶】 • 全新红旗 H9 预售：华为乾崑 ADS 5 高阶版加持，32.98 万-41.98 万元 IT之家 · 2026-11-07 · https://www.ithome.com/1/023/796.htm • 回顾特斯拉 Cybertruck 坎坷旅程：车窗破裂、长期跳票、11 次召回…… IT之家 · 2026-11-07 · https://www.ithome.com/1/023/795.htm • Good riddance, Cybertruck! theverge · 2026-11-07 · https://www.theverge.com/transportation/1029460/elon-musk-cybertruck-death-election-backlash • RT by @elonmusk: There are efficiency improvements coming that will allow for a x-elonmusk · 2026-11-07 · https://www.x.com/elonmusk/status/2119152839813456261 【机器人硬件】 • Optimus Gen 3 将在硅谷峰会正式首秀：首秀门票超万元 知识库精读 · 2026-11-06 · https://mp.weixin.qq.com/s/2rwMLVhisGtvQz2ExKYssg 【AI 消费硬件与脑机】 • Google's eyewear partners can't keep a lid on its smart glasses plans engadget · 2026-11-06 · https://www.engadget.com/2309631/googles-eyewear-partners-cant-keep-a-lid-on-its-smart-glasses-plans/ 【AI Agent】 • GitHub 推出新 Git 存储架构：内部测试单个代码仓库支持 5000 个智能体同时协作，每秒处理 7200 次推送 IT之家 · 2026-11-07 · https://www.ithome.com/1/023/823.htm • 爱彼迎 Airbnb 计划明年推出 AI 智能体，帮助用户规划旅行 IT之家 · 2026-11-06 · https://www.ithome.com/1/023/498.htm • Airbnb says it’s launching an AI travel agent in the first half of 2027 techcrunch-ai · 2026-11-05 · https://techcrunch.com/2026/11/05/airbnb-says-its-launching-an-ai-travel-agent-in-the-first-half-of-2027/ • Airbnb is threatening to launch an AI travel agent next year engadget · 2026-11-06 · https://www.engadget.com/2308832/airbnb-ai-travel-agent-2027-launch/ 【股市动态】 • OpenAI, Arm and Qualcomm executives react to post-midterm AI sell-off cnbc-top-news · 2026-11-06 · https://www.cnbc.com/2026/11/06/tech-executives-ai-data-center-selloff-midterms.html 【💰 财经动态】 • 刚刚，OpenAI被曝完成110亿美元融资，CFO：数据中心还会继续建 36氪 · 2026-11-07 · https://www.36kr.com/p/4058879839359873 • OpenAI reportedly raises an additional $11 billion at a $1.25 trillion valuation techcrunch-ai · 2026-11-06 · https://techcrunch.com/2026/11/06/openai-reportedly-raises-an-additional-11-billion-at-a-1-25-trillion-valuation/ • OpenAI valued at $1.25 trillion, as rival Anthropic nears its IPO theverge · 2026-11-06 · https://www.theverge.com/ai-artificial-intelligence/1029380/openai-1-25-trillion-investment-valuation • Investors brace for lower Anthropic valuation, calling $1.5 trillion a 'stretch' cnbc-top-news · 2026-11-06 · https://www.cnbc.com/2026/11/06/investors-brace-for-anthropic-valuation-1point5-trillion-a-stretch.html • Anthropic IPO meets AI backlash after midterms show stinging rebuke of data cent cnbc-top-news · 2026-11-07 · https://www.cnbc.com/2026/11/07/anthropic-ipo-ai-data-center-backlash.html • Agility Robotics' Nasdaq debut invites scrutiny of humanoid robot market arstechnica · 2026-11-05 · https://arstechnica.com/ai/2026/11/agility-robotics-nasdaq-debut-invites-scrutiny-of-humanoid-robot-market/ • Meta chief strategy officer Dave Wehner leaves to join AI infrastructure startup cnbc-top-news · 2026-11-07 · https://www.cnbc.com/2026/11/07/dave-wehner-meta-fireworks-cfo.html • AI资本投入接近3000亿，互联网大厂抢着买“赛博永生的门票” 36氪 · 2026-11-06 · https://www.36kr.com/p/4058156403234691

📋 今日要闻 · 2026-11-07 【AI 基础设施】 • Microsoft Winding Down Oracle Deal to Rent AI Cloud Capacity bloomberg-tech · 2026-11-06 · https://www.bloomberg.com/news/articles/2026-11-06/microsoft-is-winding-down-oracle-deal-to-rent-ai-cloud-capacity • Day-0 支持：摩尔线程完成 3 万亿级参数 Kimi-K3.1 Pro 适配，支持文本与图片推理 IT之家 · 2026-11-06 · https://www.ithome.com/1/023/561.htm • Meta warns that election backlash against data centers could make AI expansion h techcrunch-ai · 2026-11-05 · https://techcrunch.com/2026/11/05/metas-warns-that-election-backlash-against-data-centers-could-make-ai-expansion-harder/ • OpenAI says it will protect local resources and report on the impact of its data engadget · 2026-11-05 · https://www.engadget.com/2307590/openai-says-it-will-protect-local-resources-and-report-on-the-impact-of-its-data-centers/ 【大模型】 • Thinking Machines’ new model takes the lead in western open-weight AI zdnet · 2026-11-06 · https://www.zdnet.com/innovation/thinking-machines-inkling-2-small-open-weight/ • RT by @sama: Today’s GPT-6 Cyber release is a meaningful step for defenders: str x-sama · 2026-11-05 · https://www.x.com/fouadmatin/status/2118429823244935257 【智能驾驶】 • Tesla to wind down Cybertruck production in Texas next year to ramp Cybercab, Mu cnbc-top-news · 2026-11-06 · https://www.cnbc.com/2026/11/06/tesla-cybertruck-texas-musk.html • Elon Musk appears to signal the end of the road for Cybertruck bbc-tech · 2026-11-06 · https://www.bbc.co.uk/news/articles/cq1j33w7d232o?at_medium=RSS&at_campaign=rss 【机器人硬件】 • 智元发布灵犀 X2 焕新版机器人，可用于展馆文旅、导览导购、服务零售、文娱商演等场景 IT之家 · 2026-11-06 · https://www.ithome.com/1/023/497.htm 【AI Agent】 • ShopifyCEO最新判断：AI正在前移购物决策，传统广告模式可能玩不转了 36氪 · 2026-11-05 · https://www.36kr.com/p/4056805875012737 • Google is ditching Firebase Studio soon, and it wants you to use its newer AI to engadget · 2026-11-05 · https://www.engadget.com/2308541/google-is-ditching-firebase-studio-soon-and-it-wants-you-to-use-its-newer-ai-tools-instead/ • Introducing Personal Finance in Claude, in beta in the US. Connect the accounts x-claude · 2026-11-05 · https://www.x.com/claudeai/status/2118403114890137895 【股市动态】 • Market sell-off hits hard: Advisors say 'stay the course with an eye on buying' cnbc-top-news · 2026-11-06 · https://www.cnbc.com/2026/11/06/market-sell-off-hits-hard-advisors-say-stay-the-course-with-an-eye-on-buying-.html • Data Center Delays Risk an ‘Air Gap’ for Chips: Lovell bloomberg-tech · 2026-11-06 · https://www.bloomberg.com/news/videos/2026-11-06/data-center-delays-risk-an-air-gap-for-chips-lovell-video 【💰 财经动态】 • OpenAI Completes $11 Billion Portion of Funding at $1.25 Trillion Value bloomberg-tech · 2026-11-06 · https://www.bloomberg.com/news/articles/2026-11-06/openai-completes-11-billion-portion-of-funding-at-1-25-trillion-value • OpenAI president Greg Brockman says company could be IPO ready in 2027 techcrunch-ai · 2026-11-05 · https://techcrunch.com/2026/11/05/openai-president-greg-brockman-says-company-could-be-ipo-ready-in-2027/ • Anthropic IPO Investors Weigh Valuation as Low as $1.2 Trillion bloomberg-tech · 2026-11-06 · https://www.bloomberg.com/news/videos/2026-11-06/anthropic-ipo-investors-weigh-valuation-as-low-as-1-2t-video • Kinda wild to see how fast Anthropic is growing that they’ve now exceeded $80B r x-serenity · 2026-11-06 · https://www.x.com/aleabitoreddit/status/2118584259619520787 • 最高投资 100 亿美元：SK 海力士设立美国 AI 投资子公司 Hyaico，崔泰源掌舵 IT之家 · 2026-11-06 · https://www.ithome.com/1/023/584.htm • Meta Raises €9 Billion as Euro Bond Debut Draws Record Demand bloomberg-tech · 2026-11-04 · https://www.bloomberg.com/news/articles/2026-11-04/meta-starts-debut-euro-bond-sale-after-15-billion-dollar-deal • Palo Alto Networks in talks to buy AI agent security startup Clutch for $500M techcrunch-ai · 2026-11-06 · https://techcrunch.com/2026/11/05/palo-alto-networks-in-talks-to-buy-ai-agent-security-startup-clutch-for-500m/

📋 今日要闻 · 2026-11-06 【AI 基础设施】 • Google Plans to Spend $17 Billion on Wyoming Data Center bloomberg-tech · 2026-11-05 · https://www.bloomberg.com/news/articles/2026-11-05/google-plans-to-spend-17-billion-on-wyoming-data-center • $GOOGL formally announces a new $17 Billion DC in Wyoming. Google also announce x-serenity · 2026-11-05 · https://www.x.com/aleabitoreddit/status/2118422637320007721 • The Iron(wood) Throne: Google's TPU Stakes Its Claim on Inference Viable Altern x-semianalysis · 2026-11-05 · https://www.x.com/SemiAnalysis_/status/2118419869091713083 • Top Democrats call to rein in AI buildout after midterms sweep: 'National data c cnbc-top-news · 2026-11-05 · https://www.cnbc.com/2026/11/05/democrats-data-center-restrictions-midterms.html 【大模型】 • GPT‑6 Cyber: Advancing the frontier of aligned cybersecurity agents OpenAI Blog · 2026-11-05 · https://openai.com/index/introducing-gpt-6-cyber • Gemini 正在成为美国师生「不得不用」的 AI 36氪 · 2026-11-05 · https://www.36kr.com/p/4056805917873029 • ChatGPT will now make you animated GIFs theverge · 2026-11-04 · https://www.theverge.com/ai-artificial-intelligence/1026474/openai-chatgpt-animated-gifs-images-2-6 【具身智能模型】 • New NVIDIA Cosmos 3 Open Models for Interactive World Simulation Hugging Face · 2026-11-05 · https://huggingface.co/blog/nvidia/cosmos-interactive-world-simulation 【智能驾驶】 • 2027 款领克 08 EM-P 上市：标配 192 线激光雷达、至高千里浩瀚 H7，限时 15.98 万元起 IT之家 · 2026-11-05 · https://www.ithome.com/1/022/980.htm • 比亚迪第二代海豹 07 上市：搭载云辇-M 智能磁流变车身控制系统，超级置换价 13.59 万元起 IT之家 · 2026-11-05 · https://www.ithome.com/1/022/972.htm • Tesla wants its sworn Cybercab answers to NHTSA kept entirely secret electrek · 2026-11-05 · https://electrek.co/2026/11/05/tesla-cybercab-nhtsa-sworn-answers-confidential/ 【机器人硬件】 • 人形机器人将过万台关口，最难的事才刚刚开始 知识库精读 · 2026-11-05 · https://mp.weixin.qq.com/s/4GBtAtR-ltcCwm_tsUuCyA 【AI 消费硬件与脑机】 • Warby Parker seemingly spilled the beans on Google's Android XR smart glasses la engadget · 2026-11-05 · https://www.engadget.com/2308376/warby-parker-seemingly-spilled-the-beans-on-googles-android-xr-smart-glasses-launch/ • AI影像功能要收费了？手机厂商云端Token成本攀升，强化端侧算力是正道 36氪 · 2026-11-05 · https://www.36kr.com/p/4056583549392772 • 苹果 iOS 27.3 代码暗示，HomeView 有望支持 ChatGPT、Claude 等第三方 AI 应用 IT之家 · 2026-11-05 · https://www.ithome.com/1/022/984.htm • 大疆发布 Matrice 5T 无人机：标配激光雷达、毫米波雷达、全彩全向视觉感知系统，57488 元 IT之家 · 2026-11-05 · https://www.ithome.com/1/022/976.htm • Aina’s smart ring has a screen, a joystick, and a mic so you can talk to AI agen techcrunch-ai · 2026-11-05 · https://techcrunch.com/2026/11/05/ainas-smart-ring-has-a-screen-a-joystick-and-a-mic-so-you-can-talk-to-ai-agents/ 【AI Agent】 • DeepSeek Harness：日活跃用户达 154 万、日消耗 Token 约 92 万亿，将建设官方插件市场 IT之家 · 2026-11-05 · https://www.ithome.com/1/023/011.htm • 阿里内测AI创作平台“Looogen”，一个阿里版即梦AI？ 36氪 · 2026-11-04 · https://www.36kr.com/p/4054988150478473 • 苹果 iOS 27.3 扩展 Siri AI：支持繁体中文、覆盖 15 款 App 操作，能管理文件 / 定时发送信息等 IT之家 · 2026-11-03 · https://www.ithome.com/1/021/866.htm 【股市动态】 • Jim Cramer says the AI trade is not going away as Nasdaq enters correction cnbc-markets · 2026-11-05 · https://www.cnbc.com/investingclub/2026/11/05/cramer-says-the-ai-trade-is-not-going-away-as-nasdaq-enters-correction.html • AI Companies Brace for New Challenges After Democrats’ Win bloomberg-tech · 2026-11-05 · https://www.bloomberg.com/news/articles/2026-11-05/ai-companies-brace-for-new-challenges-after-democrats-win 【💰 财经动态】 • 美国人形机器人第一股：Agility Robotics 本周登陆纳斯达克，获富士康、英伟达投资 IT之家 · 2026-11-05 · https://www.ithome.com/1/022/978.htm • Agility Robotics Makes Public Debut as Humanoids Scale bloomberg-tech · 2026-11-05 · https://www.bloomberg.com/news/videos/2026-11-05/agility-robotics-makes-public-debut-as-humanoids-scale-video • Agility is the first pure humanoid robot company on the stock market. Are you bu techcrunch-ai · 2026-11-05 · https://techcrunch.com/2026/11/05/agility-is-the-first-pure-humanoid-robot-company-on-the-stock-market-are-you-buying/ • Shield AI To Hit $28.8 Billion Value With $5.3 Billion Radar Acquisition bloomberg-tech · 2026-11-05 · https://www.bloomberg.com/news/articles/2026-11-05/shield-ai-to-hit-28-8-billion-value-with-5-3-billion-radar-acquisition • Defense Tech Boom Fuels Shield AI’s Expansion bloomberg-tech · 2026-11-05 · https://www.bloomberg.com/news/videos/2026-11-05/defense-tech-boom-fuels-shield-ai-s-expansion-video • Dropbox acquires Tigris Data for $350M to bolster its AI infrastructure techcrunch-ai · 2026-11-05 · https://techcrunch.com/2026/11/05/dropbox-acquires-tigris-data-for-350m-to-bolster-its-ai-iinfrastructure/ • 云存储服务提供商 Dropbox 计划收购 Tigris Data，拓展企业开发者 AI 存储服务 IT之家 · 2026-11-05 · https://www.ithome.com/1/023/004.htm • 拿下数亿元杭州国资投资， 李开复要把AI送进企业决策层 36氪 · 2026-11-05 · https://www.36kr.com/p/4056534105183105

📋 今日要闻 · 2026-11-05 【AI 基础设施】 • 马斯克开始头大了：得州变天，AI 数据中心撞上"地方否决权" 知识库精读 · 2026-11-04 · https://xhslink.cn/o/289k3P9Xlqj • Ming+马斯克 SpaceX 动态 · 2026-11-04 知识库精读 · 2026-11-04 · https://x.com/SemiAnalysis_/status/2117720668145852429 【大模型】 • OpenAI用GPT-6 Astra做了一个可对话的Codex宠物 36氪 · 2026-11-04 · https://www.36kr.com/p/4055026862774150 • 华为小艺 Work 率先上线 openPangu-2.1-Pro 模型，主打“鸿蒙任务增强” IT之家 · 2026-11-04 · https://www.ithome.com/1/022/472.htm • 连续 2 小时 40 分钟纯代码生成 66 秒动画，Anthropic 新旗舰 Fable 5.5 实测曝光 IT之家 · 2026-11-04 · https://www.ithome.com/1/022/468.htm • Daybreak Red is now available in AWS GovCloud (US-East) OpenAI Blog · 2026-11-04 · https://openai.com/index/daybreak-red-aws-govcloud 【具身智能模型】 • 魔芯科技发布基于华为昇腾原生的 4D 世界模型 MoWorld 2.0，场景可互动、编辑、调用 IT之家 · 2026-11-04 · https://www.ithome.com/1/022/424.htm 【智能驾驶】 • Tesla accused of selling FSD to Korean owners who can’t legally use it electrek · 2026-11-04 · https://electrek.co/2026/11/04/tesla-fsd-south-korea-consumer-group-complaint-kftc/ • 蔚来李斌：现在出货量最多的具身智能体就是智能电动汽车 IT之家 · 2026-11-04 · https://www.ithome.com/1/022/423.htm 【机器人硬件】 • Xiaomi’s humanoid robots work a full 8-hour shift in its EV factory electrek · 2026-11-04 · https://electrek.co/2026/11/04/xiaomi-humanoid-robot-8-hour-shift-ev-factory/ 【AI 消费硬件与脑机】 • Nothing teases a screen-free AI device ahead of launch next month theverge · 2026-11-04 · https://www.theverge.com/ai-artificial-intelligence/1026586/nothing-screen-free-ai-device-carl-pei • Apple restricts dating apps and AI companions to users 18 and up techcrunch-ai · 2026-11-03 · https://techcrunch.com/2026/11/03/apple-restricts-dating-apps-and-ai-companions-to-users-18-and-up/ 【AI Agent】 • 普林斯顿CS女学霸，突然告别Anthropic，一手带火Claude Code 36氪 · 2026-11-04 · https://www.36kr.com/p/4055331476526214 • 字节扣子、腾讯元器接连下线：大厂AI产品洗牌清退潮 36氪 · 2026-11-04 · https://www.36kr.com/p/4055286987838595 • 提速抗癌药物研发：谷歌 Antigravity 上线“AI 炼丹师”，1 小时筛完数千种化合物 IT之家 · 2026-11-03 · https://www.ithome.com/1/021/858.htm 【💰 财经动态】 • 格罗方德 2026 财年第三财季归母亏损 2.7 亿美元，同比下降 208% IT之家 · 2026-11-04 · https://www.ithome.com/1/022/413.htm • 最高 50 亿元将创科创板纪录，长鑫科技董事长朱一明提议增加回购股份金 IT之家 · 2026-11-04 · https://www.ithome.com/1/022/378.htm • AMD Sales Forecast Tops Estimates on Soaring AI Chip Demand bloomberg-tech · 2026-11-03 · https://www.bloomberg.com/news/articles/2026-11-03/amd-sales-forecast-tops-estimates-on-soaring-ai-chip-demand • Super Micro Outlook Tops Estimates on AI-Fueled Server Demand bloomberg-tech · 2026-11-03 · https://www.bloomberg.com/news/articles/2026-11-03/super-micro-gives-outlook-that-tops-estimates-on-server-demand • Arm Forecast Meets Estimates After Data Center Push Pays Off bloomberg-tech · 2026-11-04 · https://www.bloomberg.com/news/articles/2026-11-04/arm-forecast-meets-estimates-after-data-center-push-pays-off • Apple's Upbeat Outlook Overshadowed by Margin Squeeze bloomberg-tech · 2026-11-03 · https://www.bloomberg.com/news/videos/2026-11-03/apple-s-upbeat-outlook-overshadowed-by-margin-squeeze-video • Apple Cuts Internal AI Usage Budgets in Move to Reduce Spending bloomberg-tech · 2026-11-04 · https://www.bloomberg.com/news/articles/2026-11-04/apple-cuts-internal-ai-usage-budgets-in-move-to-reduce-spending • OpenAI to acquire Pierre Computer Company, Inc. OpenAI Blog · 2026-11-04 · https://openai.com/index/openai-to-acquire-pierre • Meta acquires AI coding startup Conductor techcrunch-ai · 2026-11-04 · https://techcrunch.com/2026/11/04/meta-acquires-ai-coding-startup-conductor/ • Trajectory raises $45M to make AI model training accessible to nontechnical expe techcrunch-ai · 2026-11-02 · https://techcrunch.com/2026/11/02/trajectory-raises-45m-to-make-ai-model-training-accessible-to-nontechnical-experts/ • 从AI医生到AI医院，紫荆智康如何打开医疗AI的商业空间？ 36氪 · 2026-11-04 · https://www.36kr.com/p/4055314545890434 • 国内光模块头部厂商光迅科技发布澄清公告：否认物料短缺、生产停工相关传闻 IT之家 · 2026-11-03 · https://www.ithome.com/1/021/844.htm

📋 今日要闻 · 2026-11-04 【大模型】 • Anthropic warns that it’s very close to RSI capability, aka self-building AI techcrunch-ai · 2026-11-02 · https://techcrunch.com/2026/11/02/anthropic-warns-that-its-very-close-to-rsi-capability-aka-self-building-ai/ • GPT-6爆改模型权重，数学能力狂飙6倍，MIT博一新作破圈了 36氪 · 2026-11-03 · https://www.36kr.com/p/4053977031464070 • OpenAI says ChatGPT is catching up to Google in search theverge · 2026-11-03 · https://www.theverge.com/ai-artificial-intelligence/1025482/openai-says-chatgpt-is-catching-up-to-google-in-search 【具身智能模型】 • 姚期智团队新作：代数世界模型 36氪 · 2026-11-03 · https://www.36kr.com/p/4053754574066822 【智能驾驶】 • GOOD NEWS 🇳🇱 Tesla’s FSD just cleared another regulatory step in Europe 🔥 On No x-ming-tesla · 2026-11-03 · https://www.x.com/tslaming/status/2117639371683967107 • Tesla cuts FSD’s speed margin from 50% to 10% over the limit in Europe electrek · 2026-11-03 · https://electrek.co/2026/11/03/tesla-assisted-driving-rdw-speed-cap-10-percent-europe/ • 华为乾崑 10 月安全出行报告发布：辅助驾驶里程破 170 亿公里、月活用户占比超 95% IT之家 · 2026-11-03 · https://www.ithome.com/1/021/817.htm • 宝马计划在 2027 年将 L2 辅助驾驶扩展至城市，德国首发 IT之家 · 2026-11-02 · https://www.ithome.com/1/021/247.htm 【机器人硬件】 • 首届 CMG 世界机器人登泰山大赛收官，宇树斩获 1 金 2 银 IT之家 · 2026-11-02 · https://www.ithome.com/1/021/250.htm • 宇树机器人 G1 因过热退出登泰山大赛，被担架抬下山 IT之家 · 2026-11-02 · https://www.ithome.com/1/021/222.htm 【AI 消费硬件与脑机】 • HomeView with an arm? Apple reportedly plans $1,000 swiveling smart panel zdnet · 2026-11-03 · https://www.zdnet.com/home-and-office/homeview-ultra-apple-robotic-smart-display/ • AI陪伴月流水破千万美元，订阅费只是开始 36氪 · 2026-11-03 · https://www.36kr.com/p/4053728478451334 • 隐私争议、体验瓶颈、商业化迷途，AI眼镜还没走出尝鲜怪圈？ 36氪 · 2026-11-03 · https://www.36kr.com/p/4053859194098818 • 苹果 watchOS 27.3 首个开发者预览版 Beta 上线音频智能功能：支持全天谈话划重点 / 回顾 15 秒对话 IT之家 · 2026-11-03 · https://www.ithome.com/1/021/864.htm • 强脑科技正研发可穿戴脑机设备，通过脑部电刺激抑制食欲减重 IT之家 · 2026-11-03 · https://www.ithome.com/1/021/815.htm 【AI Agent】 • 实测DeepSeek“创造模式”，插件门槛被干碎了 36氪 · 2026-11-03 · https://www.36kr.com/p/4053953837667975 • Linux内核也能造了？Codex 11天写出13.9万行新内核，Rocky Linux 10跑起来了 36氪 · 2026-11-03 · https://www.36kr.com/p/4053759018079360 • Siri AI 将实现跨 App 办事：苹果开放“应用技能”，一句话串联多个应用任务 IT之家 · 2026-11-03 · https://www.ithome.com/1/021/869.htm • Apple starts giving Siri AI access to third-party apps theverge · 2026-11-03 · https://www.theverge.com/tech/1025694/apple-siri-ai-third-party-apps 【💰 财经动态】 • AI inference startup Fal doubles its valuation to $16B as demand surges techcrunch-ai · 2026-11-03 · https://techcrunch.com/2026/11/03/ai-inference-startup-fal-doubles-its-valuation-to-16b-as-demand-surges/ • Anthropic to Spend $895 Billion in the Years Ahead bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/videos/2026-11-02/anthropic-to-spend-895-billion-in-the-years-ahead-video • NYC Comptroller Steps Up Criticism of Anthropic After IPO Filing bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/articles/2026-11-02/nyc-comptroller-steps-up-criticism-of-anthropic-after-ipo-filing • Anthropic is still grappling with the economics of compute techcrunch-ai · 2026-11-03 · https://techcrunch.com/2026/11/03/anthropic-is-still-grappling-with-the-economics-of-compute/ • Meta Raises $15 Billion as Elevated Bond Yields Stoke Demand bloomberg-tech · 2026-11-03 · https://www.bloomberg.com/news/articles/2026-11-03/meta-kicks-off-debt-offering-in-push-to-fund-ai-investments • AI圈的泡泡玛特诞生了 36氪 · 2026-11-03 · https://www.36kr.com/p/4053877398213765 • 2800万用户，养不活一个AI陪伴应用 36氪 · 2026-11-01 · https://www.36kr.com/p/4051001127687043 【🎙️ 关键人物：小康、邵军、肉呆】 • Vol.099 新款i6挤崩服务器：理想丢了订单，宁德时代丢了什么？｜月度点评 知识库精读 · 2026-11-03 · https://www.xiaoyuzhoufm.com/episode/6ae8a9ed97726cd4675bb7a7

📋 今日要闻 · 2026-11-03 【AI 基础设施】 • Momenta 造芯｜为何先被地平线"算了笔账"？ 知识库精读 · 2026-11-02 · https://mp.weixin.qq.com/s/D5KIf58D03bLY-GfhlIdew • 字节自研 AI 芯片被曝，对标 H200（传闻） 知识库精读 · 2026-11-02 · https://mp.weixin.qq.com/s/DZrcTJHVTp6p1j68i5NlRQ 【大模型】 • The New York Times sues Brave web browser for AI scraping and bypassing paywalls theverge · 2026-11-02 · https://www.theverge.com/tech/1024588/brave-lawsuit-ai-scraping-new-york-times • Anthropic updates Claude to stop it from recreating existing video games engadget · 2026-11-01 · https://www.engadget.com/2303469/anthropic-updates-claude-to-stop-it-from-recreating-existing-video-games/ 【具身智能模型】 • 英伟达/谷歌/英特尔接连出手，物理AI打响基础设施之争 36氪 · 2026-11-02 · https://www.36kr.com/p/4052396709106560 • LeCun证明了：规模从未起作用，下一token路线效率低 36氪 · 2026-11-02 · https://www.36kr.com/p/4052468000904327 【智能驾驶】 • STRONG SIGNAL 🚨 Robotaxi rides in Fort Worth have officially begun 🔥 And they ar x-ming-tesla · 2026-11-02 · https://www.x.com/tslaming/status/2117257439355781297 • Ming+马斯克 Tesla 动态 2026-11-02 知识库精读 · 2026-11-02 · https://x.com/tslaming/status/2117057872630849892 • BOOM 🚖 Tesla's new Cybercab tour runs right through the biggest FSD decision Eur x-ming-tesla · 2026-11-02 · https://www.x.com/tslaming/status/2117273431032913989 • BMW is taking on Tesla’s FSD with urban driver assist starting in 2027 theverge · 2026-11-02 · https://www.theverge.com/transportation/1024616/bmw-level-2-city-driver-assist-2027 • 上汽大众 ID.ERA 5X 将于 11 月 12 日上市，家族首款纯电 SUV IT之家 · 2026-11-02 · https://www.ithome.com/1/021/261.htm 【机器人硬件】 • Apple’s ‘Ultra’ smart home robot might have to wait until 2028 theverge · 2026-11-02 · https://www.theverge.com/tech/1024496/apple-homeview-ultra-robot-rumor-delay • Coming in 2027: Apple’s $1,000 home robot for FaceTime and switching on lights arstechnica · 2026-11-02 · https://arstechnica.com/apple/2026/11/apples-roaming-home-robot-may-do-facetime-switch-lights-on-and-yell-at-your-cat/ • 消息称 HomeView Ultra 硬件已定型两年，但苹果内部仍存在“分歧” IT之家 · 2026-11-02 · https://www.ithome.com/1/021/280.htm • 道通发布AAGI空地智能解决方案，以AIP平台打通无人集群协同作业｜最前线 36氪 · 2026-11-02 · https://www.36kr.com/p/4052501649789825 【AI 消费硬件与脑机】 • AI眼镜，找寻下一个隘口 36氪 · 2026-11-02 · https://www.36kr.com/p/4052374382761096 【AI Agent】 • DeepSeek Boosts AI Agent Offering With New Creator Mode bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/articles/2026-11-02/deepseek-boosts-ai-agent-offering-with-new-creator-mode • RT by @deepseek_ai: Your Harness. You Define It. Meet Creator Mode in DeepSeek x-deepseek · 2026-11-02 · https://www.x.com/DeepSeekHarness/status/2117256196227019194 • 腾讯混元发布 Hyra 2.0：为模型研发打造可复用工具 IT之家 · 2026-11-02 · https://www.ithome.com/1/021/266.htm • 8B逆袭32B，开源首个长程交互SQL Agent框架，面向真实数据库 36氪 · 2026-11-02 · https://www.36kr.com/p/4052424433619843 • Tibo 28连更后，OpenAI合并额度池，计费聊天开始了 36氪 · 2026-11-01 · https://www.36kr.com/p/4050682558714755 【💰 财经动态】 • Marvell to Acquire Lumentum in Historic $115 Billion Deal bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/articles/2026-11-02/marvell-reaches-115-billion-deal-for-lumentum-holdings • 隔夜美股：英特尔暴雷引爆半导体抛售潮，AI 资本开支信仰动摇 知识库精读 · 2026-11-02 · https://mp.weixin.qq.com/s/WNe-jxPKbY0IhgjHNDGvbw • Oracle Kicks Off $20 Billion Capital Raise bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/videos/2026-11-02/bloomberg-tech-11-02-2026-video • Meta Eyes at Least $20 Billion From Potential Bond Offerings bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/articles/2026-11-02/meta-readies-cross-border-investment-bond-offering • 谷歌母公司 Alphabet 年内第二次发行欧元债券，检验市场对其 AI 投入信心 IT之家 · 2026-11-02 · https://www.ithome.com/1/021/230.htm • Lumentum 2027 财年第一财季归母净利润 3.6 亿美元，同比增长 8478.57% IT之家 · 2026-11-02 · https://www.ithome.com/1/021/260.htm • Character.AI破产，AI陪伴是假风口？ 36氪 · 2026-11-02 · https://www.36kr.com/p/4052556500652935

📋 今日要闻 · 2026-11-02 【AI 基础设施】 • 一颗大模型芯片，藏着 Momenta 三年前的判断 知识库精读 · 2026-11-01 · https://mp.weixin.qq.com/s/ReTqLMbZWTEVAFteyc-tAw • 史上首次！谷歌TPU在轨运行Gemma 4 36氪 · 2026-11-01 · https://www.36kr.com/p/4049789434156166 • Cool x-elonmusk · 2026-10-30 · https://www.x.com/elonmusk/status/2116215659214561518 • NVIDIA has revised Vera Rubin NVL72’s NVLink bandwidth from 3.6 TB/s to 3.0 TB/s x-semianalysis · 2026-10-30 · https://www.x.com/SemiAnalysis_/status/2116003079950602611 【大模型】 • OpenAI、谷歌、微软和 Anthropic 联手推行 AI 数据抓取退出标准 IT之家 · 2026-11-01 · https://www.ithome.com/1/020/837.htm • Claude套餐大升级！Max 20x 升级为 Ultra，5 小时限额直接取消 36氪 · 2026-10-31 · https://www.36kr.com/p/4049021975886084 【智能驾驶】 • 马斯克访华后，特斯拉获初步批准在华推出完全自动驾驶FSD 知识库精读 · 2026-11-01 · https://mp.weixin.qq.com/s/Y0BfQ8jmJkBYATyXC8Z2uQ • 新势力汽车品牌10月销量公布 知识库精读 · 2026-11-01 · https://mp.weixin.qq.com/s/5eQ3NdQn0dvsZmT4-tB-qw 【机器人硬件】 • Meta reportedly built a humanoid robot prototype that can do household chores engadget · 2026-11-01 · https://www.engadget.com/2303434/meta-reportedly-built-a-humanoid-robot-prototype-that-can-do-household-chores/ • 首届 CMG 世界机器人登泰山大赛明日进行，央视揭秘机器人如何认路、探路、见招拆招 IT之家 · 2026-11-01 · https://www.ithome.com/1/020/773.htm 【AI 消费硬件与脑机】 • 阿里千问 AI 眼镜 OTA 升级：新增通话翻译、媒体翻译等 IT之家 · 2026-11-01 · https://www.ithome.com/1/020/768.htm 【AI Agent】 • 新入口和旧城墙之下，“中国版Muse”有多远？ 36氪 · 2026-11-01 · https://www.36kr.com/p/4051143495603336 • 汤道生谈WorkBuddy商业化：不靠收入数字催团队 36氪 · 2026-11-01 · https://www.36kr.com/p/4051138782860421 • Claude紧急叫停！暗改Harness禁止逆向游戏 36氪 · 2026-11-01 · https://www.36kr.com/p/4050722097828740 【💰 财经动态】 • AI“烧钱叙事”遇冷？OpenAI融资目标砍掉100亿！ 36氪 · 2026-11-01 · https://www.36kr.com/p/4050660776317825 • OpenAI reportedly lowers funding target for new round techcrunch-ai · 2026-10-31 · https://techcrunch.com/2026/10/31/openai-reportedly-lowers-funding-target-for-new-round/ • Meta拟筹近千亿美元，甲骨文报出了“最后一笔” 36氪 · 2026-11-01 · https://www.36kr.com/p/4050674386048132 • MaaS，成了 36氪 · 2026-10-30 · https://www.36kr.com/p/4048184891308293 • Anthropic expected to receive high ‘junk’ rating from credit agencies following techcrunch-ai · 2026-10-30 · https://techcrunch.com/2026/10/30/anthropic-expected-to-receive-high-junk-rating-from-credit-agencies-following-ipo-report-says/ • AI 基建掀起军备竞赛：微软、谷歌、甲骨文等巨头承诺投入超 3 万亿美元 IT之家 · 2026-10-31 · https://www.ithome.com/1/020/632.htm • Big Tech Holds $3 Trillion in Spending Commitments for AI Boom bloomberg-tech · 2026-10-30 · https://www.bloomberg.com/news/articles/2026-10-30/big-tech-holds-3-trillion-in-spending-commitments-for-ai-boom

YouTube 长访谈中文精华改编。 原始标题: State of AI 2026: The Biggest Stories of the Year (and AGI in 2027?), with Nathan Benaich 频道: The MAD Podcast with Matt Turck 原视频时间: 2026-10-29 主持人: Matt Turck 嘉宾: Nathan Benaich 主题: 2026年AI行业回顾与AGI预测 核心观点: • 「AGI 2027」不是玄学,是「模型在限时任务里能赢过我自己」的朴素定义 • 网络安全比「AI 灭绝人类」现实得多,而最大的漏洞往往是人 ️ • 模型在文件系统上开起了「留言板」,而且开始为完成任务不择手段 • 人们宁愿住在核电站旁,也不愿住在数据中心旁——NIMBY 已成一门政治 • 主权 AI 是「国家航空公司」——贴上自家 logo,飞机还是别人的 ️ • 通用前沿只有三家+Meta,其他人「要么冲线死掉,要么活得够久去给 inference 打工」 原视频: https://www.youtube.com/watch?v=N4GpNBxBm-Q

📋 今日要闻 · 2026-11-01 【AI 基础设施】 • 长鑫科技：基于 4F² 架构的第六代技术平台 DRAM 完成工程样片验证 IT之家 · 2026-10-31 · https://www.ithome.com/1/020/599.htm • 存储芯片短缺加剧之际，OpenAI 奥尔特曼赴韩与约 50 名三星高管会面 IT之家 · 2026-10-31 · https://www.ithome.com/1/020/597.htm 【大模型】 • Apple 智能 11 月 4 日登陆中国，iPhone 15 Pro 起可用，部分功能接入千问，新版 Siri AI 缺席 小众软件 · 2026-10-31 · https://www.appinn.com/apple-intelligence-china-november-4-qwen/ • GPT-6“看不懂 3D”实锤，250道题只拿0.53分，Claude没及格 36氪 · 2026-10-30 · https://www.36kr.com/p/4048320092912129 【具身智能模型】 • 西湖大学成立世界模型研究中心，致力于突破核心瓶颈 IT之家 · 2026-10-31 · https://www.ithome.com/1/020/611.htm 【智能驾驶】 • 小鹏集团总裁王凤英：2027 年起，部分城市将设立 MONA 独立门店 IT之家 · 2026-10-31 · https://www.ithome.com/1/020/629.htm • GOOD NEWS 🚖 Tesla has pushed @robotaxi hours to 6 AM to 2 AM. That’s 20 hours a x-ming-tesla · 2026-10-30 · https://www.x.com/tslaming/status/2116107593437610174 • Until bar closing time now! x-ashok · 2026-10-30 · https://www.x.com/aelluswamy/status/2116044544940904471 【机器人硬件】 • 无界动力与京东达成战略合作，机器人 K15 上岗七鲜咖啡 IT之家 · 2026-10-31 · https://www.ithome.com/1/020/598.htm 【AI 消费硬件与脑机】 • 马斯克公布 Neuralink 脑机新产品进展：第二款产品“盲视”只待监管批准 IT之家 · 2026-10-31 · https://www.ithome.com/1/020/630.htm • Neuralink deep dive x-elonmusk · 2026-10-31 · https://www.x.com/elonmusk/status/2116614579136635120 【AI Agent】 • DeepSeek 提出 Super-agent 架构设计：Router 与 Worker 双层架构，探索更自主的 Agent 系统 IT之家 · 2026-10-31 · https://www.ithome.com/1/020/615.htm • An AI Agent Injected Drugs Into a Live Mouse’s Brain wired-ai · 2026-10-31 · https://www.wired.com/story/an-ai-agent-did-brain-surgery-on-live-mouse/ 【💰 财经动态】 • 亚马逊 Amazon (AMZN) 2026 Q3 财报中文总结 知识库精读 · 2026-10-30 · https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Third-Quarter-Results/ • 微软 Microsoft (MSFT) FY2027 Q1 财报中文总结 知识库精读 · 2026-10-30 · https://xcn43uxn9onn.feishu.cn/wiki/T78Iwz6nsirSRekpFlpcNhwanac • 谷歌 Alphabet 盘初跌超 13% 创其历史上最大单日跌幅 IT之家 · 2026-10-29 · https://www.ithome.com/1/019/773.htm • Wall Street's AI fears slash Google value by $500bn bbc-tech · 2026-10-29 · https://www.bbc.co.uk/news/articles/cm9qzdqpxy48o?at_medium=RSS&at_campaign=rss • Intel’s stock crashes, knocking $12B from government’s stake techcrunch-ai · 2026-10-30 · https://techcrunch.com/2026/10/30/intels-stock-crashes-knocking-12b-from-governments-stake/ • 长鑫科技：已与多家头部客户协商长期供货协议 IT之家 · 2026-10-31 · https://www.ithome.com/1/020/573.htm • 晚点独家丨火山引擎重心全面转向商业化，MaaS 上半年毛利率超 55% 知识库精读 · 2026-10-31 · https://mp.weixin.qq.com/s/kcR38rx3cbBFX1HPLR5ZHQ • OpenAI Funding Target Cut by $10 Billion as AI Slumps, FT Says bloomberg-tech · 2026-10-31 · https://www.bloomberg.com/news/articles/2026-10-31/openai-funding-goal-cut-by-10-billion-as-ai-stocks-dip-ft-says • Baseten to Raise Funding That Would Double Value to $30 Billion bloomberg-tech · 2026-10-30 · https://www.bloomberg.com/news/articles/2026-10-30/baseten-set-for-30-billion-valuation-with-new-funding • Wabi, the AI agent that builds mini apps, now valued at $1.25B after latest roun techcrunch-ai · 2026-10-29 · https://techcrunch.com/2026/10/29/wabi-the-ai-agent-that-builds-mini-apps-now-valued-at-1-25b-after-latest-round/ • OpenAI-backed Thrive Holdings acquires ADT techcrunch-ai · 2026-10-29 · https://techcrunch.com/2026/10/29/openai-backed-thrive-holdings-acquires-adt/ • Amazon’s AI Spending Spooks Investors bloomberg-tech · 2026-10-30 · https://www.bloomberg.com/news/videos/2026-10-30/amazon-s-ai-spending-spooks-investors-video

📋 今日要闻 · 2026-10-31 【AI 基础设施】 • Google’s first data center satellite is online and writing poetry techcrunch-ai · 2026-10-30 · https://techcrunch.com/2026/10/30/googles-first-data-center-satellite-is-online-and-writing-poetry/ • Google’s satellite AI server transmits its first response to Earth theverge · 2026-10-30 · https://www.theverge.com/tech/1023528/google-project-suncatcher-ai-satellite-transmission • Can AI data centers be mass-produced like cars? This startup aims to find out techcrunch-ai · 2026-10-30 · https://techcrunch.com/2026/10/30/can-ai-data-centers-be-mass-produced-like-cars-and-online-in-48-hours-this-startup-aims-to-find-out/ • Chevron Keeps Microsoft Data Center Plan Despite Texas Pause bloomberg-tech · 2026-10-30 · https://www.bloomberg.com/news/articles/2026-10-30/chevron-keeps-microsoft-data-center-timeline-despite-texas-pause 【大模型】 • 苹果 Apple 智能国行版官宣落地：接入阿里千问，11 月 4 日随 iOS 开发者 Beta 版开放测试 IT之家 · 2026-10-30 · https://www.ithome.com/1/020/389.htm • Anthropic公布药物研发最新进展和案例：已覆盖多个研发环节 36氪 · 2026-10-28 · https://www.36kr.com/p/4045173461013376 • Artificial Analysis Intelligence Index v5 基准上线，DeepSeek V4.1 Flash 1017 为 Fronti IT之家 · 2026-10-28 · https://www.ithome.com/1/019/237.htm 【智能驾驶】 • 丰田携手 Waymo，2027 年在日本启动 bZ4X Robotaxi 车队测试 IT之家 · 2026-10-30 · https://www.ithome.com/1/020/375.htm • Waymo picks Toyota bZ4X as its next robotaxi, starting in Japan in 2027 electrek · 2026-10-30 · https://electrek.co/2026/10/30/waymo-toyota-bz4x-robotaxi-japan-2027/ • 华为官网公开鸿蒙智行享界 V8 选配：标配 ±12° 后轮转向、Ultra 采用 L3 自动驾驶架构，32.98 万元起 IT之家 · 2026-10-30 · https://www.ithome.com/1/020/386.htm • Rivian’s autonomy gamble faces its first real test theverge · 2026-10-30 · https://www.theverge.com/transportation/1023143/rivian-autonomy-point-to-point-robotaxi-q3-2026 【机器人硬件】 • 72道工序、灵巧手进厂打螺丝：临界点数采手套发布，要补上触觉数据缺口｜最前线 36氪 · 2026-10-30 · https://www.36kr.com/p/4048092462070017 【AI 消费硬件与脑机】 • 华为官宣 Mate 90 系列手机小艺升级，超百款应用接入帮记和触发式 AI 能力 IT之家 · 2026-10-30 · https://www.ithome.com/1/020/381.htm • NEUROTECH INVENTION 🧠 @neuralink has patented a melt-sealed plastic armor for br x-ming-tesla · 2026-10-30 · https://www.x.com/tslaming/status/2116137973511328154 • Meta Pressed by Democrats to Address Concerns Over AI Glasses bloomberg-tech · 2026-10-29 · https://www.bloomberg.com/news/articles/2026-10-29/meta-pressed-by-democrats-to-address-concerns-over-ai-glasses 【AI Agent】 • 重磅，AI补全人类史上最大数学证明，数学家当场泪崩 36氪 · 2026-10-30 · https://www.36kr.com/p/4048319038208262 【💰 财经动态】 • 英特尔股价开盘跌超 30%，或将创下有记录以来最大单日跌幅 IT之家 · 2026-10-30 · https://www.ithome.com/1/020/364.htm • 英特尔：以色列 Fab 28 爆炸事故已致工厂停产约两周，预计 Q3 和 Q4 两个季度损失 6 亿美元营收 IT之家 · 2026-10-30 · https://www.ithome.com/1/020/385.htm • 谷歌Q3营收1276亿美元，AI烧钱更猛了 ，现金流亮红灯 36氪 · 2026-10-29 · https://www.36kr.com/p/4046813256062080 • 谷歌 2026 财年前三季度报归母净利润 2008.55 亿美元，同比增长 105.55% IT之家 · 2026-10-28 · https://www.ithome.com/1/019/258.htm • Google admits AI search makes less money, but it's fixing that with more ads arstechnica · 2026-10-29 · https://arstechnica.com/gadgets/2026/10/google-admits-ai-search-makes-less-money-but-its-fixing-that-with-more-ads/ • Microsoft hits 10 quarters of record- breaking revenue in a row techcrunch-ai · 2026-10-28 · https://techcrunch.com/2026/10/28/microsoft-hits-10-quarters-of-record-breaking-revenue-in-a-row/ • Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion techcrunch-ai · 2026-10-28 · https://techcrunch.com/2026/10/28/microsoft-just-shared-azures-actual-revenue-in-dollars-33-2-billion/ • Microsoft $25 Billion Blowout Bond Puts It in AI Winners’ Circle bloomberg-tech · 2026-10-29 · https://www.bloomberg.com/news/articles/2026-10-29/microsoft-kicks-off-first-us-high-grade-bond-sale-since-2017 • 微软要一刀裁掉大半个Meta，Copilot沦为重灾区 36氪 · 2026-10-28 · https://www.36kr.com/p/4045048546154374 • Amazon Spending Soars Amid Slowing Growth of Online Business bloomberg-tech · 2026-10-29 · https://www.bloomberg.com/news/articles/2026-10-29/amazon-spending-soars-on-effort-to-meet-demand-for-ai-services • AI红利究竟被谁吃了？ 36氪 · 2026-10-30 · https://www.36kr.com/p/4047862311982982 • Amazon Taps $80 Billion Supplier Loan Facility to Help Fund AI bloomberg-tech · 2026-10-30 · https://www.bloomberg.com/news/articles/2026-10-30/amazon-taps-80-billion-supplier-loan-facility-to-help-fund-ai • 词元工厂硅基流动港股上市申请获证监会备案接收：注册用户超千万，年内融资近 29 亿元 IT之家 · 2026-10-30 · https://www.ithome.com/1/020/369.htm

📋 今日要闻 · 2026-10-30 【AI 基础设施】 • 预制数据中心，突然火了 36氪 · 2026-10-29 · https://www.36kr.com/p/4046774031078537 • ALERT🚨: GB300 NVL72 @sgl_project can get close to 1000 tok/s/user on DeepSeek Fl x-semianalysis · 2026-10-29 · https://www.x.com/SemiAnalysis_/status/2115821309137465536 • 从 AI 服务器 PCB 到五轴机床，国产工业母机订单已排到明年二季度 IT之家 · 2026-10-28 · https://www.ithome.com/1/019/228.htm 【大模型】 • 谷歌新模型拳打GPT脚踢Claude，却没打算让我们用 36氪 · 2026-10-29 · https://www.36kr.com/p/4046712869672835 • AI王座，一夜两度易主，神秘模型Obsidian 3泄露 36氪 · 2026-10-29 · https://www.36kr.com/p/4046769826354050 • Welcome Le Chonk: Mistral Large 4 on Hugging Face Hugging Face · 2026-10-29 · https://huggingface.co/blog/mistral-large4 • Mistral releases weights for its trillion-parameter AI model, targeting cybersec techcrunch-ai · 2026-10-29 · https://techcrunch.com/2026/10/29/mistral-releases-weights-for-its-trillion-parameter-ai-model-targeting-cybersecurity/ • Mistral’s Le Chonk is now a top open model for coding, ranking alongside Codex G zdnet · 2026-10-29 · https://www.zdnet.com/innovation/mistral-large-4-weights-release/ 【智能驾驶】 • 小米智驾调整，崔建伟接任王乃岩 知识库精读 · 2026-10-29 · https://mp.weixin.qq.com/s/13gq2gdAhQVTKP81ntMohg • 13.98 万元起小鹏 MONA L05 上市：纯视觉智驾下放，纯电增程双动力 IT之家 · 2026-10-29 · https://www.ithome.com/1/019/750.htm • Rivian expands joint venture with VW to include AI assistant techcrunch-ai · 2026-10-29 · https://techcrunch.com/2026/10/29/rivian-expands-joint-venture-with-vw-to-include-ai-assistant/ • Ex-Tesla Autopilot head calls vision-only a ‘weird religious stance’ electrek · 2026-10-29 · https://electrek.co/2026/10/29/ex-tesla-autopilot-head-vision-only-weird-religious-stance/ 【机器人硬件】 • 部署态加速，智元要打通物理AI全链路 36氪 · 2026-10-29 · https://www.36kr.com/p/4047032889800965 • Trump declares robot imports a national security threat arstechnica · 2026-10-29 · https://arstechnica.com/gadgets/2026/10/trump-declares-robot-imports-a-national-security-threat/ 【AI 消费硬件与脑机】 • Apple Launches M6 iMac, Entry MacBook Pro Ahead of Touch Laptop bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/articles/2026-10-27/apple-launches-m6-imac-entry-macbook-pro-ahead-of-touch-laptop • Apple announces touchscreen MacBook Pro with OLED display arstechnica · 2026-10-28 · https://arstechnica.com/apple/2026/10/apple-announces-touchscreen-macbook-pro-with-oled-display/ • Thin, Light and Built for Everything: NVIDIA RTX Spark Windows Laptops Gain New NVIDIA Blog · 2026-10-28 · https://blogs.nvidia.com/blog/local-ai-rtx-spark-laptops-updates-models-agents-games/ • The Xreal Aura smartglasses are now on sale for a discounted launch price engadget · 2026-10-28 · https://www.engadget.com/2299633/the-xreal-aura-smartglasses-are-now-on-sale-for-a-discounted-launch-price/ • Amazon’s new Echo Studio gives Alexa+ an AI camera to see inside your home zdnet · 2026-10-28 · https://www.zdnet.com/home-and-office/amazon-echo-studio-home-camera-2026-privacy-concerns/ 【AI Agent】 • OpenAI and ServiceNow expand partnership across enterprise workflows OpenAI Blog · 2026-10-28 · https://openai.com/index/openai-servicenow-partnership-expansion 【💰 财经动态】 • 7 美元控住 50.1% 投票权：Anthropic的真实面目 36氪 · 2026-10-28 · https://www.36kr.com/p/4044218104698503 • “抢钱者”联盟：AI巨头开启资本大逃杀 36氪 · 2026-10-27 · https://www.36kr.com/p/4043828032542343 • 谷歌创历史最大单日跌幅 知识库精读 · 2026-10-29 · https://mp.weixin.qq.com/s/ph80meIzhzIVFRh_ScPxBw • 宇树上市后的首份财报：净利润涨了270%，王兴兴开始加码AI 知识库精读 · 2026-10-29 · https://mp.weixin.qq.com/s/XZaGyra2pDwA9uYIsAGr8g • 借钱搞 AI：消息称微软计划通过美国债券发行至少筹资 250 亿美元 IT之家 · 2026-10-29 · https://www.ithome.com/1/019/753.htm • Samsung Electronics Announces Third Quarter 2026 Results samsung-newsroom · 2026-10-29 · https://news.samsung.com/global/samsung-electronics-announces-third-quarter-2026-results • Breaking Down Amazon's Third-Quarter Earnings bloomberg-tech · 2026-10-29 · https://www.bloomberg.com/news/videos/2026-10-29/breaking-down-amazon-s-third-quarter-earnings-video

📋 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 · https://www.x.com/SemiAnalysis_/status/2114871665825857735 • The data center boom has an upside: innovation for the US grid techcrunch-ai · 2026-10-27 · https://techcrunch.com/2026/10/27/the-data-center-boom-has-an-upside-innovation-for-the-us-grid/ • 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 · https://www.ithome.com/1/018/075.htm 【大模型】 • Google launches Gemini 4 Carbon with a ‘significant leap’ in cybersecurity theverge · 2026-10-28 · https://www.theverge.com/tech/1021339/google-gemini-4-carbon-cybersecurity-frontier • Google announces Gemini 4 Carbon, its latest frontier AI model that you can't us arstechnica · 2026-10-28 · https://arstechnica.com/ai/2026/10/google-announces-gemini-4-carbon-its-latest-frontier-ai-model-that-you-cant-use/ • 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 · https://www.36kr.com/p/4045003727606918 【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 · https://www.appinn.com/google-deepmind-genie-4/ • Google’s next Genie AI model generates more realistic experiences theverge · 2026-10-27 · https://www.theverge.com/tech/1019076/google-genie-4-ai-model 【智能驾驶】 • Tesla’s rocket-shaped Robotaxi map in Houston is partly ‘fake’ electrek · 2026-10-28 · https://electrek.co/2026/10/28/tesla-robotaxi-houston-rocket-service-area-fake/ • 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 · https://www.ithome.com/1/018/148.htm • Waymo adds nearly 250 square miles of robotaxi coverage in 5 cities electrek · 2026-10-27 · https://electrek.co/2026/10/27/waymo-expansion-250-square-miles-five-cities/ 【AI 消费硬件与脑机】 • Surprise: The Google Xreal glasses debut at a Meta-beating $1,099 theverge · 2026-10-28 · https://www.theverge.com/tech/1020960/google-xreal-glasses-debut-meta-vr-glasses-price-release-date • 苹果上架 512GB 内存版 Mac Studio：较 96GB 配置贵 116250 元 IT之家 · 2026-10-28 · https://www.ithome.com/1/019/246.htm • 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 · https://www.ithome.com/1/019/245.htm • 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 · https://www.ithome.com/1/019/234.htm 【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 · https://www.36kr.com/p/4045021328675973 • Anthropic just launched tools to show companies what their AI spending is buying techcrunch-ai · 2026-10-28 · https://techcrunch.com/2026/10/28/anthropic-just-launched-tools-to-show-companies-what-their-ai-spending-is-buying/ • OpenAI expands partnership with Oracle to bring its apps to ChatGPT OpenAI Blog · 2026-10-27 · https://openai.com/index/oracle-apps-in-chatgpt 【💰 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 · https://www.ithome.com/1/018/162.htm • 万亿美元独角兽上市，Anthropic的理想还剩多少？ 36氪 · 2026-10-28 · https://www.36kr.com/p/4045365587579781 • “AI之王”Anthropic，给马斯克、黄仁勋们打工 36氪 · 2026-10-28 · https://www.36kr.com/p/4044878331385479 • 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 · https://www.ithome.com/1/019/261.htm • Microsoft reveals strong cloud growth amid financial reporting overhaul theverge · 2026-10-28 · https://www.theverge.com/tech/1020785/microsoft-earnings-revenue-q1-2027 • 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 · https://www.ithome.com/1/018/659.htm • Marvell Said to Near Megadeal for Lumentum In AI Push bloomberg-tech · 2026-10-28 · https://www.bloomberg.com/news/articles/2026-10-28/marvell-is-said-to-near-deal-for-lumentum-in-ai-related-megadeal • DOJ Inquires About Nvidia’s Hugging Face Deal, Reuters Says bloomberg-tech · 2026-10-28 · https://www.bloomberg.com/news/articles/2026-10-28/doj-inquires-about-nvidia-s-hugging-face-deal-reuters-says

📋 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 · https://www.bloomberg.com/news/articles/2026-10-27/oracle-to-offer-cerebras-systems-computers-in-ai-cloud-service • 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 · https://www.ithome.com/1/018/165.htm 【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 · https://www.36kr.com/p/4043827057186438 • Introducing GPT-6.1 Terra OpenAI Blog · 2026-10-26 · https://openai.com/index/introducing-gpt-6-1-terra • 6.1 Terra is here! It is good at a lot of things, but we are especially excited x-sama · 2026-10-26 · https://www.x.com/sama/status/2114818620782248024 • Anthropic内部系统被AI攻破，员工薪酬全曝光了 36氪 · 2026-10-27 · https://www.36kr.com/p/4043870024258436 • 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 · https://www.36kr.com/p/4043779895628933 【具身智能模型】 • Genie 4: A new generation of world simulation Google DeepMind · 2026-10-27 · https://deepmind.google/blog/genie-4-a-new-generation-of-world-simulation/ • Google’s Genie 4 world model adds audio, more realistic worlds, and real-time st techcrunch-ai · 2026-10-27 · https://techcrunch.com/2026/10/27/googles-genie-4-world-model-adds-audio-more-realistic-worlds-and-real-time-steering/ • Google Upgrades AI World Model That Rattled Video Game Stocks bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/articles/2026-10-27/google-upgrades-ai-world-model-that-rattled-video-game-stocks 【智能驾驶】 • Musk declares Tesla Robotaxi win over Waymo, but Waymo still drives 7x more electrek · 2026-10-27 · https://electrek.co/2026/10/27/musk-robotaxi-victory-waymo-austin-miles/ • 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 · https://www.ithome.com/1/018/651.htm • 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 · https://www.ithome.com/1/018/650.htm • GOOD NEWS 🇱🇻 Latvia has approved Tesla FSD (Supervised), becoming the 10th EU co x-ming-tesla · 2026-10-26 · https://www.x.com/tslaming/status/2114677514769752170 【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 · https://www.x.com/tslaming/status/2114955502849233220 • ICE plan to buy robot dogs spurs protest from hundreds of Boston Dynamics employ arstechnica · 2026-10-26 · https://arstechnica.com/ai/2026/10/boston-dynamics-employees-want-to-block-sale-of-robot-dogs-to-ice/ 【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 · https://www.ithome.com/1/018/636.htm • 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 · https://www.ithome.com/1/018/662.htm • Anduril and Qualcomm Plan US Supply Chain Laptop bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/videos/2026-10-27/anduril-and-qualcomm-plan-us-supply-chain-laptop-video • Apple's iMac with M6 arrives promising a 'huge leap' in AI performance engadget · 2026-10-27 · https://www.engadget.com/2298132/apples-imac-with-m6-arrives-promising-a-huge-leap-in-ai-performance/ • Apple has updated the 14-inch MacBook Pro with an M6 chip engadget · 2026-10-27 · https://www.engadget.com/2298120/apple-has-updated-the-14-inch-macbook-pro-with-an-m6-chip/ 【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 · https://www.36kr.com/p/4043978243953537 • 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 · https://www.36kr.com/p/4043921905751688 • How OpenAI turned its coding tools into dots, an always-on personal assistant techcrunch-ai · 2026-10-27 · https://techcrunch.com/2026/10/26/how-openai-turned-its-coding-tools-into-dots-an-always-on-personal-assistant/ • 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 · https://www.36kr.com/p/4043941181265541 • 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 · https://www.ithome.com/1/018/696.htm 【💰 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 · https://www.36kr.com/p/4043793903228034 • 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 · https://www.36kr.com/p/4043698696066180 • Anthropic IPO Filing Reveals $417 Billion in Future AI Spending bloomberg-tech · 2026-10-27 · https://www.bloomberg.com/news/newsletters/2026-10-27/anthropic-ipo-filing-reveals-417-billion-in-future-ai-spending • 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 · https://www.ithome.com/1/018/676.htm • Intel to Buy Quantum Startup Classiq for About $2.3 Billion bloomberg-tech · 2026-10-26 · https://www.bloomberg.com/news/articles/2026-10-26/intel-to-buy-israeli-startup-classiq-in-quantum-computing-push • 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 · https://www.36kr.com/p/4043709773059971 • 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 · https://www.ithome.com/1/018/665.htm

📋 今日要闻 · 2026-10-27 【AI 基础设施】 • 英特尔 CEO 陈立武：已经和 AMD CEO 苏姿丰就潜在合作展开对话 IT之家 · 2026-10-26 · https://www.ithome.com/1/018/155.htm • 传三星电子、SK 海力士 2027Q2 全面量产并向英伟达出货 8Hi HBM4 内存 IT之家 · 2026-10-26 · https://www.ithome.com/1/018/125.htm • 马斯克最新判断：看衰AI算力，200家云厂商即将面临终局 36氪 · 2026-10-26 · https://www.36kr.com/p/4042259258873728 • NeoLab第一个商业模式：转售GPU 36氪 · 2026-10-26 · https://www.36kr.com/p/4042542962513031 • AI教科书全错，底层公式惊天Bug曝光，Gemini率先自我修复 36氪 · 2026-10-26 · https://www.36kr.com/p/4042646038139777 【大模型】 • ChatGPT攻克26年猜想，千位数学家宣战AI，数学界彻底撕裂了 36氪 · 2026-10-26 · https://www.36kr.com/p/4042643106075778 • DeepSeek新版模型单周调用量登顶全球首位，环比暴增801% 36氪 · 2026-10-26 · https://www.36kr.com/p/4042510353257347 • 三名被解雇的 OpenAI 安全研究员否认泄密，怀疑因推动 AI 透明度被针对 IT之家 · 2026-10-25 · https://www.ithome.com/1/017/563.htm 【智能驾驶】 • BOOM 🚨 Houston just got a major Robotaxi upgrade 🔥 Tesla officially blew open i x-ming-tesla · 2026-10-26 · https://www.x.com/tslaming/status/2114719108055146932 • Also a very useful geofence x-ashok · 2026-10-26 · https://www.x.com/aelluswamy/status/2114733659894981112 • Tesla gave up the EV crown. Now it wants to win the autonomy race arstechnica · 2026-10-26 · https://arstechnica.com/cars/2026/10/tesla-wants-ai-and-software-to-be-its-next-profit-engine/ • Tesla turns to car rental platform Turo for Full Self-Driving test drives electrek · 2026-10-26 · https://electrek.co/2026/10/26/tesla-turo-full-self-driving-test-drives/ • Volkswagen gets L3 autonomous driving test permit in China, eyes 2027 electrek · 2026-10-26 · https://electrek.co/2026/10/26/volkswagen-l3-autonomous-driving-test-permit-china/ 【机器人硬件】 • 去了趟宇树大会，王兴兴发言爆了 知识库精读 · 2026-10-26 · https://mp.weixin.qq.com/s/obApBjNFQ7dMy53ycD-ABA 【AI 消费硬件与脑机】 • Google Beam is being deployed at 20 USO locations engadget · 2026-10-26 · https://www.engadget.com/2295586/google-beam-is-being-deployed-at-20-uso-locations/ 【AI Agent】 • “每月只给29美元用Claude”？曝埃森哲有人单月烧掉1000美元，官方紧急回应：不是硬性上限 36氪 · 2026-10-26 · https://www.36kr.com/p/4042371810431881 • 帮用户抢 iPhone 折叠屏的 Agent，正在塑造 AI 时代电商的形状 36氪 · 2026-10-26 · https://www.36kr.com/p/4042561225757573 【💰 财经动态】 • Anthropic officially files for its public debut techcrunch-ai · 2026-10-26 · https://techcrunch.com/2026/10/26/anthropic-officially-files-for-its-public-debut/ • Anthropic’s IPO filing lays out a plan to ‘revolutionize every area of hum theverge · 2026-10-26 · https://www.theverge.com/ai-artificial-intelligence/1018476/anthropic-ipo-details-s1-filed-sec • Anthropic Flags ‘Existential Risks’ in Long-Awaited IPO Filing bloomberg-tech · 2026-10-26 · https://www.bloomberg.com/news/videos/2026-10-26/anthropic-flags-existential-risks-in-ipo-filing-video • Anthropic Files for IPO, Plans to Trade on Nasdaq bloomberg-tech · 2026-10-26 · https://www.bloomberg.com/news/videos/2026-10-26/anthropic-files-for-ipo-plans-to-trade-on-nasdaq-video • Anthropic’s IPO filing reveals its strategy for keeping enterprise customers hoo techcrunch-ai · 2026-10-26 · https://techcrunch.com/2026/10/26/anthropics-ipo-filing-reveals-its-strategy-for-keeping-enterprise-customers-hooked/ • Anthropic Highlights Disruptions to TSMC Operations as a Risk bloomberg-tech · 2026-10-26 · https://www.bloomberg.com/news/articles/2026-10-26/anthropic-highlights-disruptions-to-tsmc-operations-as-a-risk • SpaceX 达成史上最大规模 GPU 融资安排，协议总额约 400 亿美元 IT之家 · 2026-10-26 · https://www.ithome.com/1/018/150.htm • SpaceX locks in $40B GPU financing deal with Apollo techcrunch-ai · 2026-10-26 · https://techcrunch.com/2026/10/26/spacex-locks-in-40b-gpu-financing-deal-with-apollo/ • Meta 宣布至多 950 亿美元重大融资计划，为人工智能等业务筹集资金 IT之家 · 2026-10-26 · https://www.ithome.com/1/018/144.htm • Microsoft offers buyouts to 60,000 employees theverge · 2026-10-26 · https://www.theverge.com/tech/1018666/microsoft-expands-buyouts-60000-employees-eligible

📋 今日要闻 · 2026-10-26 【AI 基础设施】 • I guess what I've seen from Chinese laser capacity expansion: 1. Dongshan/Sour x-serenity · 2026-10-24 · https://www.x.com/aleabitoreddit/status/2114030117416755494 【大模型】 • Kimi商业和模型都想要，但卡是有限的 知识库精读 · 2026-10-25 · https://mp.weixin.qq.com/s/UaT6PdmiWlM_zw1SqOTE9w 【智能驾驶】 • Science Robotics｜只靠一只前视摄像头，时速100公里！AI无人机跑赢世界冠军 知识库精读 · 2026-10-25 · https://mp.weixin.qq.com/s/3FT7xJAUr_BPSDy4RaG2oQ • TL;DR ⏳ How can a Tesla drive using nothing but cameras? Four of Tesla's AI inve x-ming-tesla · 2026-10-25 · https://www.x.com/tslaming/status/2114379955161497750 【机器人硬件】 • 启元机器人第 5000 台个人机器人下线，日产能提升至 200 余台 IT之家 · 2026-10-25 · https://www.ithome.com/1/017/672.htm 【AI 消费硬件与脑机】 • Ray-Ban Meta Audio AI Glasses Cost More While Ditching a Key Feature: Review bloomberg-tech · 2026-10-25 · https://www.bloomberg.com/news/articles/2026-10-25/ray-ban-meta-audio-ai-glasses-cost-more-while-ditching-a-key-feature-review • The hottest AI wearables and gadgets you should know about techcrunch-ai · 2026-10-25 · https://techcrunch.com/2026/10/25/the-hottest-ai-wearables-and-gadgets-you-should-know-about/ 【AI Agent】 • AI 智能体闯进银行，美国大行开始准备“灾后预案” IT之家 · 2026-10-25 · https://www.ithome.com/1/017/562.htm • 硅谷的天才们怎么天天研究让 AI 在《我的世界》里砍树？ 36氪 · 2026-10-25 · https://www.36kr.com/p/4040657112208512 • 双11购物车里的AI暗战 36氪 · 2026-10-24 · https://www.36kr.com/p/4039237422175872 【💰 财经动态】 • 力积电 2026Q3 净利润环比几乎翻倍，新产能将与客户共同投资 IT之家 · 2026-10-25 · https://www.ithome.com/1/017/690.htm • Chinese Manufacturer Dongshan Raises $1.3 Billion in HK Listing bloomberg-tech · 2026-10-25 · https://www.bloomberg.com/news/articles/2026-10-25/chinese-manufacturer-dongshan-raises-1-3-billion-in-hk-listing • SoftBank’s Son Plans $50 Billion Malaysia Tech Outlay, PM Says bloomberg-tech · 2026-10-25 · https://www.bloomberg.com/news/articles/2026-10-25/softbank-s-son-plans-50-billion-malaysia-tech-outlay-pm-says • 拿到2亿美金融资，Today AI回答了Personal AI的十个核心问题 36氪 · 2026-10-24 · https://www.36kr.com/p/4039749830120583 • AI Spending Fears Threaten to Swamp Big Tech’s Strong Earnings bloomberg-tech · 2026-10-25 · https://www.bloomberg.com/news/articles/2026-10-25/ai-spending-fears-threaten-to-swamp-big-tech-s-strong-earnings