📋 今日要闻 · 2026-08-02 【AI 基础设施】 • 消息称台积电加速 1.4nm 工艺建设，最快 2028 年年中量产 IT之家 · 2026-08-01 · https://www.ithome.com/0/984/530.htm • $LITE CEO Michael Hurlston at the RAISE Summit warned that the supply gap for In x-serenity · 2026-08-01 · https://www.x.com/aleabitoreddit/status/2083438823548293140 • 英特尔新增酷睿 Ultra 300 HR / RE 工业处理器型号：25W 宽温域，最长提供 10 年供货保障 IT之家 · 2026-07-31 · https://www.ithome.com/0/984/372.htm • 消息称三星电子 GaN 半导体代工项目试生产出现故障，年内量产计划或延期 IT之家 · 2026-07-31 · https://www.ithome.com/0/984/340.htm 【大模型】 • Not just OpenAI - Anthropic says Claude's hacking spree 'falls short of ideal be zdnet · 2026-07-31 · https://www.zdnet.com/article/anthropic-claude-ai-hacked-organizations-during-security-tests/ • Anthropic Hack Adds To Fears Over AI Safety bloomberg-tech · 2026-07-31 · https://www.bloomberg.com/news/videos/2026-07-31/anthropic-hack-adds-to-fears-over-ai-safety-video 【智能驾驶】 • 鸿蒙智行智界 RX 更多官图公布：四激光雷达矩阵、华为巨鲸电池，8 月开启小订 IT之家 · 2026-07-31 · https://www.ithome.com/0/984/378.htm • 东风风行星海 V6 将于 8 月 8 日预售，搭载华为乾崑大六座 IT之家 · 2026-07-31 · https://www.ithome.com/0/984/373.htm • 鸿蒙智行智界 RX 路测车曝光，消息称该车也经历了数百万公里路测 IT之家 · 2026-07-30 · https://www.ithome.com/0/983/889.htm 【机器人硬件】 • IDC 报告：2025 年中国工业具身智能机器人市场达 57.4 亿元，商业化进程全面提速 IT之家 · 2026-08-01 · https://www.ithome.com/0/984/627.htm • 人形机器人家政清洁服务走入现实，每小时 30 美元 IT之家 · 2026-08-01 · https://www.ithome.com/0/984/573.htm • 全程无遥操机器人比赛全国决赛在北京开赛，200 多支队伍冲击冠军 IT之家 · 2026-08-01 · https://www.ithome.com/0/984/608.htm 【AI 消费硬件与脑机】 • 影石 CEO 刘靖康：接下来一个月，我们会再一次重新定义全景无人机 IT之家 · 2026-08-01 · https://www.ithome.com/0/984/634.htm • REDMI K100 Pro Max 官宣小米首款 185Hz 电竞屏，旗舰触控芯片 IT之家 · 2026-08-01 · https://www.ithome.com/0/984/574.htm • 影石预热 Insta360 GO Ultra 即将迎来大更新，8 月 5 日见 IT之家 · 2026-07-31 · https://www.ithome.com/0/984/376.htm • 消息称荣耀 Magic 9 系列新机暂定 9 月底发布 IT之家 · 2026-07-31 · https://www.ithome.com/0/984/304.htm • A $2 sticker let me bypass the Meta Glasses' anti-creep feature engadget · 2026-07-31 · https://www.engadget.com/2227710/a-dollar2-sticker-let-me-bypass-the-meta-glasses-anti-creep-feature/ 【AI Agent】 • AI的下一个 Claude Code，可能诞生在实验室 36氪 · 2026-07-31 · https://www.36kr.com/p/3918118912398976 • OpenAI reportedly finds evidence that more of its agents ran amok techcrunch-ai · 2026-07-31 · https://techcrunch.com/2026/07/31/openai-reportedly-finds-evidence-that-more-of-its-agents-ran-amok/ • GCC禁止AI生成关键代码贡献 36氪 · 2026-07-30 · https://www.36kr.com/p/3918030776921481 • Claude Code之父：Harness保质期只有半年，解开缰绳吧 36氪 · 2026-07-30 · https://www.36kr.com/p/3917823189380741 • 研究：亚马逊、沃尔玛 AI 可识别“美国制造”虚假标签，却不予以标记 IT之家 · 2026-07-30 · https://www.ithome.com/0/983/879.htm 【💰 财经动态】 • 报道称OpenAI面临投资者担忧与竞争压力 IPO或推迟至明年 36kr-newsflash · 2026-08-01 · https://36kr.com/newsflashes/3920415886061193?f=rss • 员工让AI写代码“误烧”1215万元，曝亚马逊用Claude干个“小活”却翻车：超预算860%，5个月后才发现 36氪 · 2026-07-31 · https://www.36kr.com/p/3919446479138441 • Nscale buys Anyscale as it seeks to own more of the AI compute stack techcrunch-ai · 2026-07-30 · https://techcrunch.com/2026/07/30/nscale-buys-anyscale-as-it-seeks-to-own-more-of-the-ai-compute-stack/ • 韩国7月出口飙升至历史第二高 半导体出口同比暴增近180% 36kr-newsflash · 2026-08-01 · https://36kr.com/newsflashes/3920386651319944?f=rss

📋 今日要闻 · 2026-08-01 【AI 基础设施】 • Indium Phosphide (InP) LASERs are suddenly catching everyone's interest since it x-semianalysis · 2026-07-31 · https://www.x.com/SemiAnalysis_/status/2083236368147235298 • 黄仁勋，给中国超节点带货 36氪 · 2026-07-30 · https://www.36kr.com/p/3917656135079559 • 算力冲出大气层 36氪 · 2026-07-30 · https://www.36kr.com/p/3918042932915584 【大模型】 • AI Workers Call for US to Pace Tech's Growth bloomberg-tech · 2026-07-29 · https://www.bloomberg.com/news/videos/2026-07-29/ai-workers-call-for-us-to-pace-tech-s-growth-video • Try the new Grok Voice x-elonmusk · 2026-07-29 · https://www.x.com/elonmusk/status/2082545217455243373 【具身智能模型】 • 世界模型走向生命科学：AI开始预演生命的未来 36氪 · 2026-07-31 · https://www.36kr.com/p/3919391204415360 【智能驾驶】 • 小米澎程新车官宣搭载第三代骁龙 8 移动平台 + 英伟达 Thor 辅助驾驶计算芯片 IT之家 · 2026-07-30 · https://www.ithome.com/0/983/876.htm • 雷军：小米澎程全系标配小米HAD，满配辅助驾驶 36kr-newsflash · 2026-07-30 · https://36kr.com/newsflashes/3918128519540105?f=rss • 吉利将设立 2030 实验室强化前瞻技术创新与研究，并全面推进燃油车 HEV 化 IT之家 · 2026-07-31 · https://www.ithome.com/0/984/369.htm • R to @tslaming: Source: https://www.nhtsa.gov/press-releases/cutting-red-tape-sa x-ming-tesla · 2026-07-30 · https://www.x.com/tslaming/status/2082911182361604581 【AI 消费硬件与脑机】 • [Interview] [Galaxy Unpacked July 2026] Intelligent Eyewear: The First Step Towa samsung-newsroom · 2026-07-31 · https://news.samsung.com/global/interview-galaxy-unpacked-july-2026-intelligent-eyewear-the-first-step-toward-the-next-mobile-ai-interface • [Video] Unfolding New Experiences With the Galaxy Z Series samsung-newsroom · 2026-07-31 · https://news.samsung.com/global/video-unfolding-new-experiences-with-the-galaxy-z-series • 华为 MateBook Pro S 鸿蒙笔记本隐藏细节曝光，A 面预计将搭载摄像头 IT之家 · 2026-07-29 · https://www.ithome.com/0/983/322.htm • 荣耀 Robot Phone 手机影像亮点汇总：双两亿摄像头，全链路融入阿莱色彩科学工作流 IT之家 · 2026-07-29 · https://www.ithome.com/0/983/315.htm 【AI Agent】 • AI办公没有超级入口 36氪 · 2026-07-31 · https://www.36kr.com/p/3919272449644418 • 飞书“出嫁”豆包、腾讯推“人机双写”：大厂AI办公终于想起要收费了 36氪 · 2026-07-31 · https://www.36kr.com/p/3919089423521670 • 🚀 DeepSeek-V4-Flash Official API is now LIVE in public beta! 🔷 We’ve massively u x-deepseek · 2026-07-31 · https://www.x.com/deepseek_ai/status/2083084415157022911 • 让AI先吃，这个国民级健康难题有解了 36氪 · 2026-07-29 · https://www.36kr.com/p/3916800672656773 • Artium AI成为OpenAI高级合作伙伴，助力企业开发定制化智能体AI方案 36kr-newsflash · 2026-07-29 · https://36kr.com/newsflashes/3916672399207816?f=rss 【💰 财经动态】 • Meta Reports Almost $700 Billion in Future Spending Commitments bloomberg-tech · 2026-07-30 · https://www.bloomberg.com/news/articles/2026-07-30/meta-reports-279-billion-in-future-data-center-leases-for-ai • Big Tech Holds $2 Trillion of Spending Commitments for AI Boom bloomberg-tech · 2026-07-31 · https://www.bloomberg.com/news/articles/2026-07-31/big-tech-holds-2-trillion-of-spending-commitments-for-ai-boom • Amazon Reports Fifth Straight Quarter of Cloud Sales Growth bloomberg-tech · 2026-07-30 · https://www.bloomberg.com/news/articles/2026-07-30/amazon-reports-fifth-straight-quarter-of-cloud-sales-growth • As a earnings recap: $AMZN, $META, $GOOGL, and $MSFT guided a 2026 combined cape x-serenity · 2026-07-31 · https://www.x.com/aleabitoreddit/status/2083270545320386734 • Cyera agrees to acquire Oasis Security for $1B to safeguard proliferating AI age techcrunch-ai · 2026-07-29 · https://techcrunch.com/2026/07/28/cyera-agrees-to-acquire-oasis-security-for-1b-to-safeguard-proliferating-ai-agents/ • 美国将向7家科技公司提供8.74亿美元研发资金并取得其少数股权 36kr-newsflash · 2026-07-29 · https://36kr.com/newsflashes/3916694245469826?f=rss • 英伟达合作伙伴广达电脑寻求发行全球存托股票筹资不超22亿美元 36kr-newsflash · 2026-07-29 · https://36kr.com/newsflashes/3916672776383877?f=rss

📋 今日要闻 · 2026-07-31 【AI 基础设施】 • SemiAnalysis：AWS、Meta推行“模块化”数据中心，建设周期压缩36%、降本8% 36氪 · 2026-07-30 · https://www.36kr.com/p/3918043150134913 • Kimi K3公开了不少秘密，但最重要的Infra却很难抄 36氪 · 2026-07-30 · https://www.36kr.com/p/3918081073262209 • 瑞萨电子推出第三代 DDR5 MRDIMM 芯片组解决方案，支持 16000MT/s IT之家 · 2026-07-30 · https://www.ithome.com/0/983/877.htm • DeepSeek Is Developing Massive AI Data Center in Inner Mongolia bloomberg-tech · 2026-07-30 · https://www.bloomberg.com/news/articles/2026-07-30/deepseek-is-developing-massive-ai-data-center-in-inner-mongolia 【大模型】 • 微软CEO纳德拉最新警告：单押一个大模型，是把公司命门交出去 36氪 · 2026-07-28 · https://www.36kr.com/p/3915166316516744 • Claude给闭源军团再扣一分 36氪 · 2026-07-28 · https://www.36kr.com/p/3915115294562177 【具身智能模型】 • Gemini Robotics ER 2: powering robotics with video understanding, task orchestra Google DeepMind · 2026-07-30 · https://deepmind.google/blog/gemini-robotics-er-2-powering-robotics-with-video-understanding-task-orchestration-and-multi-robot-collaboration/ • I Got a Free Meal From a Private Chef—Who Filmed It All to Train Robots wired-ai · 2026-07-30 · https://www.wired.com/story/i-let-a-private-chef-film-my-kitchen-for-robot-training-data/ 【智能驾驶】 • 亚马逊旗下Zoox获美监管机构临时豁免，可商业部署至多5000辆自动驾驶出租车 36kr-newsflash · 2026-07-30 · https://36kr.com/newsflashes/3918139475668360?f=rss • 奇瑞捷豹路虎 FREELANDER 神行者 8 首台量产车正式下线：标配华为乾崑智驾，8 月 10 日开启预售 IT之家 · 2026-07-30 · https://www.ithome.com/0/983/900.htm • 小米昆仑技术架构供应商公布：东安动力、英伟达、高通骁龙等 IT之家 · 2026-07-30 · https://www.ithome.com/0/983/858.htm 【机器人硬件】 • R to @tslaming: Source: https://finance.yahoo.com/energy/articles/tesla-tsla-sec x-ming-tesla · 2026-07-29 · https://www.x.com/tslaming/status/2082330991713227232 【AI 消费硬件与脑机】 • Snap will show off its AR Specs at a September 16 event engadget · 2026-07-30 · https://www.engadget.com/2227433/snap-ar-specs-launch-date-september-event/ • Friend, the lonely AI wearable, returns with a new voice and a much bigger price techcrunch-ai · 2026-07-30 · https://techcrunch.com/2026/07/30/friend-the-lonely-ai-wearable-returns-with-a-new-voice-and-a-much-bigger-price-tag/ • 华为 MateBook Pro 鸿蒙笔记本获 HarmonyOS 6.1.0.135 SP9 升级，优化系统虚拟化技术等 IT之家 · 2026-07-29 · https://www.ithome.com/0/983/334.htm • The New Friend AI Pendant Can Now Talk Back to You wired-ai · 2026-07-30 · https://www.wired.com/story/the-friend-2-necklace-can-talk-back-to-you-now/ • New Apple TV 4K Box, HomePod mini and Siri AI Smart Home Hub Are Coming bloomberg-tech · 2026-07-28 · https://www.bloomberg.com/news/articles/2026-07-28/new-apple-tv-4k-box-homepod-mini-and-siri-ai-smart-home-hub-are-coming 【AI Agent】 • 消息称字节已组建豆包办公部门 IT之家 · 2026-07-30 · https://www.ithome.com/0/983/871.htm • New MCP specification addresses the main barrier to enterprise adoption arstechnica · 2026-07-30 · https://arstechnica.com/ai/2026/07/with-a-stateless-makeover-new-mcp-spec-targets-enterprise-scale/ • Science One Framework: A verifiable autonomous research framework via Chain-of-E google-research · 2026-07-30 · https://research.google/blog/science-one-framework-a-verifiable-autonomous-research-framework-via-chain-of-evidence/ • AI办公，为什么成了大厂新战场？ 36氪 · 2026-07-29 · https://www.36kr.com/p/3916548674989448 • Mark Zuckerberg predicts that billions of people will have personal AI agents in techcrunch-ai · 2026-07-29 · https://techcrunch.com/2026/07/29/mark-zuckerberg-predicts-that-billions-of-people-will-have-personal-ai-agents-in-five-years/ 【💰 财经动态】 • Microsoft Reports Over $130 Billion in New Data Center Leases bloomberg-tech · 2026-07-29 · https://www.bloomberg.com/news/articles/2026-07-29/microsoft-reports-over-130-billion-in-new-data-center-leases • SK Hynix Slips Ahead of Big Tech Results | Bloomberg Tech 7/29/2026 bloomberg-tech · 2026-07-29 · https://www.bloomberg.com/news/videos/2026-07-29/bloomberg-tech-7-29-2026-video • 光模块龙头中际旭创在港交所上市：募资 534.1 亿港元，创香港今年最大 IPO IT之家 · 2026-07-30 · https://www.ithome.com/0/983/866.htm • Anthropic被罚15亿美元，给全球数据“白嫖”敲响警钟 36氪 · 2026-07-28 · https://www.36kr.com/p/3915064525608320 • 月之暗面正在寻找属于自己的独立AI叙事 36氪 · 2026-07-30 · https://www.36kr.com/p/3917698769251712 • 宇树科技上市新进展：初步询价日为 8 月 5 日，网下申购日为 8 月 10 日 IT之家 · 2026-07-30 · https://www.ithome.com/0/983/890.htm

📋 今日要闻 · 2026-07-30 【AI 基础设施】 • 御微半导体：国内首款可完整覆盖 90~28nm 掩模图形缺陷检测设备发运国内头部晶圆厂 IT之家 · 2026-07-29 · https://www.ithome.com/0/983/341.htm • NVIDIA Harnesses Vera CPU to Speed Up Design of Next-Generation CPUs and GPUs NVIDIA Blog · 2026-07-27 · https://blogs.nvidia.com/blog/vera-cpu-eda/ 【大模型】 • RT by @elonmusk: BREAKING: Grok 4.5 ranked #1 on LaurenBench with a score of 56. x-elonmusk · 2026-07-29 · https://www.x.com/cb_doge/status/2082472135910473976 • 商务部回应“美宣称拟对中国人工智能企业开展调查并实施制裁”：典型的人工智能霸权主义行径 IT之家 · 2026-07-27 · https://www.ithome.com/0/982/221.htm 【具身智能模型】 • 比亚迪AI团队首次曝光，哈工大机器人基因亮眼，大模型首发即SOTA 36氪 · 2026-07-29 · https://www.36kr.com/p/3916234018156166 【智能驾驶】 • 高通：成为宝马集团未来十年数字座舱与驾驶辅助系统的主要计算芯片提供商 IT之家 · 2026-07-29 · https://www.ithome.com/0/983/330.htm • Waymo adds Google’s Gemini AI assistant and new UI to Ojai robotaxi electrek · 2026-07-29 · https://electrek.co/2026/07/29/waymo-gemini-ai-ojai-robotaxi-redesigned-interface/ • 小米澎程系列实车明日起陆续到店，覆盖全国 146 城 499 家门店 IT之家 · 2026-07-29 · https://www.ithome.com/0/983/321.htm • 上汽名爵 MG 07 预售：搭载 Momenta R7 世界模型，12.59 万元起 IT之家 · 2026-07-29 · https://www.ithome.com/0/983/312.htm • Waymos are starting to run on freeways again engadget · 2026-07-29 · https://www.engadget.com/2226530/waymos-are-starting-to-run-on-the-freeways-again/ 【机器人硬件】 • GOOD NEWS 🚨 Tesla’s humanoid robotics division has acquired Virtuix’s Omni One E x-ming-tesla · 2026-07-29 · https://www.x.com/tslaming/status/2082330989322514832 • 宣称“全程免动手”：海尔机器人与橡鹿机器人达成战略合作，共研全自动家庭 AI 烹饪机器人 IT之家 · 2026-07-29 · https://www.ithome.com/0/983/323.htm • 雷军晒小米机器人在工厂工作视频：“督工”竟也是机器人，还会比耶耍酷 IT之家 · 2026-07-29 · https://www.ithome.com/0/983/342.htm • Who wins and who loses after US bans foreign robots? arstechnica · 2026-07-29 · https://arstechnica.com/ai/2026/07/who-wins-and-who-loses-after-us-bans-foreign-robots/ 【AI 消费硬件与脑机】 • Agent手机走向量产，先向 App 低头 36氪 · 2026-07-29 · https://www.36kr.com/p/3916492156934023 • OpenAI president says it’s ‘building a family of devices’ for theverge · 2026-07-29 · https://www.theverge.com/ai-artificial-intelligence/972709/openai-hardware-greg-brockman-interview • 消息称苹果智能家居中枢将搭载全新 Siri AI，将于今秋至明年初发布 IT之家 · 2026-07-28 · https://www.ithome.com/0/982/764.htm • 华为鸿蒙 HarmonyOS 7 花粉 Beta 版再曝新特性，搭配星闪 / 有线耳机可在播控中心“K 歌” IT之家 · 2026-07-29 · https://www.ithome.com/0/983/343.htm 【AI Agent】 • 下半年，垂直Agent先下牌桌？ 36氪 · 2026-07-29 · https://www.36kr.com/p/3916624450662018 • 谷歌旗下 Wiz 公布漏洞挖掘系统 Atlas：利用多个 AI 智能体分工协作、已发现超 200 个漏洞 IT之家 · 2026-07-29 · https://www.ithome.com/0/983/319.htm • DeepSeek Harness开启内测？看来V4正式版也不远了 36氪 · 2026-07-29 · https://www.36kr.com/p/3916402632644486 • AI应用群雄混战，三条黄金细分赛道迎来兑现窗口 36氪 · 2026-07-28 · https://www.36kr.com/p/3915110778852999 【💰 财经动态】 • 微软 2026 财年年报归母净利润 1337.49 亿美元，同比增长 31.34% IT之家 · 2026-07-29 · https://www.ithome.com/0/983/360.htm • 美国商务部与格罗方德签署意向书：拟拨款 3 亿美元推进硅光子发展 IT之家 · 2026-07-29 · https://www.ithome.com/0/983/302.htm • Recursive Superintelligence signs $410M compute deal with Amazon techcrunch-ai · 2026-07-28 · https://techcrunch.com/2026/07/28/recursive-superintelligence-signs-400-compute-deal-with-amazon/

📋 今日要闻 · 2026-07-29 【AI 基础设施】 • ScaleFlux 发布 PCIe Gen6 NVMe SSD 控制器与 CXL 3.2 Type 3 内存控制器 IT之家 · 2026-07-28 · https://www.ithome.com/0/982/780.htm • 铠侠宣布数据中心固态硬盘 NX1，企业内首款支持 DLC 液冷产品 IT之家 · 2026-07-28 · https://www.ithome.com/0/982/777.htm • China DUV Chipmaking: How Machine Advances Could Reduce Reliance on ASML, Nvidia bloomberg-tech · 2026-07-28 · https://www.bloomberg.com/news/articles/2026-07-28/china-duv-chipmaking-how-machine-advances-could-reduce-reliance-on-asml-nvidia 【大模型】 • 黄仁勋为何力挺梁文锋、杨植麟？ 36氪 · 2026-07-28 · https://www.36kr.com/p/3915217242461316 • GPT“失控”被索赔1亿美元，微软反手扔王炸：新模型踩翻Mythos、价格砍半，还拉上“苦主”组了联盟 36氪 · 2026-07-28 · https://www.36kr.com/p/3915048275940745 【具身智能模型】 • 全球第一，智元 WITA-Omni Preview 具身大模型登顶 DailyOmni 全模态理解榜单 IT之家 · 2026-07-28 · https://www.ithome.com/0/982/739.htm • Unity 中国 CEO 张俊波：世界模型来了，但“一句话生成游戏”还不现实 IT之家 · 2026-07-28 · https://www.ithome.com/0/982/768.htm 【智能驾驶】 • 东风日产启辰 × 哈啰首台 Robotaxi 交付：CLTC 续航 510 公里，拥有 3.64 立方米乘员舱 IT之家 · 2026-07-28 · https://www.ithome.com/0/982/767.htm • Tesla self-driving manager describes scary conditions in robotaxi testing electrek · 2026-07-28 · https://electrek.co/2026/07/28/tesla-self-driving-manager-rolling-hazards-lawsuit/ • BYD launches the ‘world’s first’ SDV kei EV, starting at just $13,000 electrek · 2026-07-28 · https://electrek.co/2026/07/28/byd-launches-worlds-first-sdv-kei-ev-starting-at-13000/ 【机器人硬件】 • FCC set to ban Chinese imports of humanoid and quadruped robots per Reuters. To x-serenity · 2026-07-28 · https://www.x.com/aleabitoreddit/status/2082175588555702410 • E-quipment highlight: SANY SKT145Ei cabless, autonomous haul truck [video] electrek · 2026-07-28 · https://electrek.co/2026/07/28/e-quipment-highlight-sany-skt145ei-cabless-autonomous-haul-truck-video/ 【AI 消费硬件与脑机】 • Are brain waves the next unlock for physical AI? techcrunch-ai · 2026-07-27 · https://techcrunch.com/2026/07/26/are-brain-waves-the-next-unlock-for-physical-ai/ • Samsung Shows Smart Glasses Still Work Best Tied to a Phone bloomberg-tech · 2026-07-27 · https://www.bloomberg.com/news/newsletters/2026-07-27/samsung-shows-smart-glasses-still-work-best-tied-to-a-phone • 商务部：享受汽车以旧换新补贴的新能源车占比逐步提升，6 月达 65.4% IT之家 · 2026-07-26 · https://www.ithome.com/0/981/812.htm • vivo X300 E 手机完整规格曝光：6.59 英寸 1.5K OLED 面板、骁龙 8 Gen 5 处理器 IT之家 · 2026-07-26 · https://www.ithome.com/0/981/800.htm • 消息称下一代三星 Galaxy Z TriFold 三折叠手机将于明年推出，备货量有望增加 IT之家 · 2026-07-26 · https://www.ithome.com/0/981/767.htm 【AI Agent】 • Scientific computing in the age of agentic AI OpenAI Blog · 2026-07-28 · https://openai.com/index/scientific-computing-agentic-ai • ChatGPT语音杀入桌面，你负责动嘴，一群AI负责干活 36氪 · 2026-07-27 · https://www.36kr.com/p/3913603335099785 • Google’s AI search is rapidly becoming the default, new data shows techcrunch-ai · 2026-07-27 · https://techcrunch.com/2026/07/27/googles-ai-search-is-rapidly-becoming-the-default-new-data-shows/ • Assume AI cybersecurity attacks are the future: 43% of companies have already ex zdnet · 2026-07-27 · https://www.zdnet.com/article/assume-ai-cybersecurity-attacks-are-the-future-43-percent-of-companies-have-already-experienced-it/ 【💰 财经动态】 • SK 集团与英伟达达成 5000 亿美元合作，2027 年上线首个 AI 工厂 IT之家 · 2026-07-26 · https://www.ithome.com/0/981/787.htm • 英伟达出资500亿美元租赁得州数据中心，该中心将采用其芯片 36kr-newsflash · 2026-07-28 · https://36kr.com/newsflashes/3915247046405507?f=rss • Meta, BlackRock Plan to Invest in $14 Billion Data Center bloomberg-tech · 2026-07-28 · https://www.bloomberg.com/news/articles/2026-07-28/meta-blackrock-plan-to-invest-in-giant-texas-data-center • UCLA博士团队创业做人形机器人基础模型，拿下近5亿元天使++轮融资｜硬氪首发 36氪 · 2026-07-28 · https://www.36kr.com/p/3913213962540164 • 亚马逊云服务与AI公司Recursive签署价值4.1亿美元多年期合作协议 36kr-newsflash · 2026-07-28 · https://36kr.com/newsflashes/3915264169275015?f=rss

📋 今日要闻 · 2026-07-28 【AI 基础设施】 • 英伟达 CUDA 的 20 年护城河一个周末崩了，Claude 独自跑通 AMD 新 GPU IT之家 · 2026-07-27 · https://www.ithome.com/0/982/264.htm • NVIDIA launches 'Open Secure AI Alliance' initiative to improve cyber defense engadget · 2026-07-27 · https://www.engadget.com/2223796/nvidia-launches-open-securte-ai-alliance-initiative-to-improve-cyber-defense/ • ACEMAGIC 公布 2.1L 迷你工作站 F9A，搭载 AMD 锐龙 AI Max+ 395 IT之家 · 2026-07-25 · https://www.ithome.com/0/981/588.htm 【大模型】 • Karpathy从Anthropic离职了？个人简介修改引发全网猜测 36氪 · 2026-07-26 · https://www.36kr.com/p/3911859358717321 • Codex也断了：OpenAI三线齐崩，Agent时代的宕机账单怎么算 36氪 · 2026-07-26 · https://www.36kr.com/p/3911112634340996 【具身智能模型】 • NVIDIA Cosmos-H-Dreams: Bringing Real-Time Generative Simulation to Surgical Rob Hugging Face · 2026-07-27 · https://huggingface.co/blog/nvidia/cosmos-h-dreams 【智能驾驶】 • 工信部：全国累计发放智能网联汽车测试示范牌照超 2 万张 IT之家 · 2026-07-27 · https://www.ithome.com/0/982/237.htm • 工信部：加快编制出台智能网联新能源汽车产业发展“十五五”规划 36kr-newsflash · 2026-07-27 · https://36kr.com/newsflashes/3913802652161409?f=rss • 鸿蒙智行 OTA 享界系列暑期版本开启推送：WEWA 2.0 领航体验升级、新增城区漫游巡航功能 IT之家 · 2026-07-27 · https://www.ithome.com/0/982/222.htm • 2026 世界智能网联汽车大会 10 月北京举办，展现自动驾驶时代发展蓝图 IT之家 · 2026-07-27 · https://www.ithome.com/0/982/231.htm • Musk says Tesla Semi self-driving is a year away, so truckers are safe electrek · 2026-07-27 · https://electrek.co/2026/07/27/musk-tesla-semi-self-driving-year-truckers-jobs-safe/ 【AI 消费硬件与脑机】 • 最直白、最不绕弯子告诉你：为什么到处都是“AI手机”？ 36氪 · 2026-07-27 · https://www.36kr.com/p/3913457125217669 • Announcing the AI Glasses Impact Grant Recipients: Helping People Work, Learn, a meta-newsroom · 2026-07-27 · https://about.fb.com/news/2026/07/ai-glasses-helping-people-work-learn-live-independently/ • 小度 AI 手表 Fit 开售：搭载百度文心大模型，国补价 159.8 元 IT之家 · 2026-07-27 · https://www.ithome.com/0/982/239.htm • 华为 AI 眼镜推送 6.0.0.157 SP2 版本更新，支持“看一下支付宝小蓝环”支付功能 IT之家 · 2026-07-25 · https://www.ithome.com/0/981/595.htm 【AI Agent】 • Computers Are Being Redesigned: Not for Humans, But for AI Agents x-ming-tesla · 2026-07-27 · https://www.x.com/tslaming/status/2081663428490604701 • 能够完成快慢思考融合，华为小艺智慧大脑版本随机逐步放量中 IT之家 · 2026-07-27 · https://www.ithome.com/0/982/246.htm • How AI is expanding what people do at work OpenAI Blog · 2026-07-27 · https://openai.com/index/how-ai-is-expanding-what-people-do-at-work • 不给“摸鱼”的智能体发工资，可行吗？ 36氪 · 2026-07-27 · https://www.36kr.com/p/3913445130474885 • 阿里：Qoder Mobile 移动端 App 安卓、iOS、鸿蒙三大版本同步上线，功能层面完全一致 IT之家 · 2026-07-25 · https://www.ithome.com/0/981/548.htm 【💰 财经动态】 • Memory Frenzy Primes China Champion CXMT for Historic Debut bloomberg-tech · 2026-07-26 · https://www.bloomberg.com/news/articles/2026-07-26/memory-frenzy-primes-china-champion-cxmt-for-historic-debut • Nvidia’s $750 Billion in Deals Reignite Circular AI Fears bloomberg-tech · 2026-07-27 · https://www.bloomberg.com/news/articles/2026-07-27/nvidia-s-750-billion-deals-revive-fear-of-ai-circular-financing • Nvidia in talks to backstop $250B worth of OpenAI DC financing. - Softbank’s SB x-serenity · 2026-07-27 · https://www.x.com/aleabitoreddit/status/2081548360818004299 • 英伟达投资 OpenAI 联合创始人苏茨克维 AI 实验室 SSI，进一步拓展自身算力版图 IT之家 · 2026-07-27 · https://www.ithome.com/0/982/251.htm • 硬氪首发 | 复旦教授、前英特尔首席科学家做端侧具身大脑，「眸深智能」完成近亿元Pre-A轮追加融资 36氪 · 2026-07-26 · https://www.36kr.com/p/3911162147640456 • Enigma raises $71M to make controlling a robot as easy as adjusting the volume techcrunch-ai · 2026-07-27 · https://techcrunch.com/2026/07/27/enigma-raises-70m-to-make-controlling-a-robot-as-easy-as-adjusting-the-volume/

YouTube 长访谈中文精华改编。 原始标题: Cerebras CEO: Why GPUs Can't Do Fast Inference 频道: The MAD Podcast with Matt Turck 原视频时间: 2026-07-23 主持人: Matt Turck 嘉宾: Andrew Feldman 主题: GPU为何无法快速推理 核心观点: • 速度是AI的新护城河 • GPU做不了快速推理——这是架构问题 • AI供应链三大瓶颈——内存、封装、产能 • 晶圆级引擎——大芯片才是AI的未来 • 多芯片生态是健康的,单一霸权才危险 ️ • CUDA不再是Nvidia的护城河 原视频: https://www.youtube.com/watch?v=UEOSUSz--Ig

📋 今日要闻 · 2026-07-27 【AI 基础设施】 • 三星李在镕与OpenAI据悉磋商人工智能与半导体领域合作方案 36kr-newsflash · 2026-07-26 · https://36kr.com/newsflashes/3912076178789766?f=rss • SK Chair Says Anthropic Asked for Supplies to Make Its Own Chips bloomberg-tech · 2026-07-25 · https://www.bloomberg.com/news/articles/2026-07-25/sk-chair-says-anthropic-asked-for-supplies-to-make-its-own-chips • 大模型价格战下半场：将推理价格打下去 36氪 · 2026-07-24 · https://www.36kr.com/p/3909564577945216 【大模型】 • 微软、英伟达、Meta 等 25 家公司签署公开信，呼吁美国政府支持 AI 开源模型发展 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/384.htm • ‘AI communism’, rogue models, and the why Kimi K3 spooked Wall Street techcrunch-ai · 2026-07-24 · https://techcrunch.com/podcast/ai-communism-rogue-models-and-the-why-kimi-k3-spooked-wall-street/ 【智能驾驶】 • Waymo is 2/3 safer than a human driver, says IIHS – with some caveats electrek · 2026-07-25 · https://electrek.co/2026/07/25/waymo-is-2-3-safer-than-a-human-driver-says-iihs-with-some-caveats/ • 广汽丰田推出“行业首个电池事故起火厂家全担责”政策，覆盖铂智 7、3X 车型 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/388.htm • 理想汽车：全球首个，自研安全融合控制器获最高等级 ASIL D 认证 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/330.htm • 鸿蒙智行问界 M9 Ultimate 先行者配置新增 3 套内外饰组合，8 月下旬启动交付 IT之家 · 2026-07-25 · https://www.ithome.com/0/981/545.htm 【机器人硬件】 • 上纬新材子公司启元新创落户上海，计划每年推出不少于 2 款全新消费级机器人 IT之家 · 2026-07-26 · https://www.ithome.com/0/981/801.htm 【AI 消费硬件与脑机】 • 古尔曼：苹果智能眼镜计划最早在明年 WWDC27 上亮相、同年秋季发布，隐私保护是重中之重 IT之家 · 2026-07-26 · https://www.ithome.com/0/981/811.htm • 号称首款全面集成 AI 的个人健康助手，三星推出 Health Assistant IT之家 · 2026-07-25 · https://www.ithome.com/0/981/534.htm 【AI Agent】 • Grok Build /deep-research x-elonmusk · 2026-07-26 · https://www.x.com/elonmusk/status/2081449658363134075 • Open Minis 宣布开源：比 Siri 更像 AI 助手，让手机帮你完成任务。支持 iOS、Android 小众软件 · 2026-07-26 · https://www.appinn.com/open-minis-open-source/ • 中国工程院外籍院士赫尔佐格：AI 下一个突破口是小型智能体协作 IT之家 · 2026-07-26 · https://www.ithome.com/0/981/813.htm 【💰 财经动态】 • 韩国官员：三星与 SK 海力士将与美国公司签署“超大额”芯片供货协议 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/380.htm • 穆迪警告AI投资狂潮冲击科技巨头财务稳健性 微软、甲骨文等公司自由现金流承压 36kr-newsflash · 2026-07-25 · https://36kr.com/newsflashes/3910433082545536?f=rss • 亿田智能：子公司拟不超20亿元采购服务器及配套设备，为客户提供算力服务 36kr-newsflash · 2026-07-26 · https://36kr.com/newsflashes/3912181723518084?f=rss • 剑桥科技：拟出资8亿元参设基金 36kr-newsflash · 2026-07-24 · https://36kr.com/newsflashes/3909597634893193?f=rss

📋 今日要闻 · 2026-07-26 【AI 基础设施】 • Tesla has engineered a self-healing immune system for its massive AI training ch x-ming-tesla · 2026-07-25 · https://www.x.com/tslaming/status/2081029348145131936 • 消息称五大半导体制造设备供应商主要产品交付周期已延长 50~100% IT之家 · 2026-07-25 · https://www.ithome.com/0/981/587.htm • Samsung Electronics and Broadcom Expand Strategic Collaboration Across Memory an samsung-newsroom · 2026-07-25 · https://news.samsung.com/global/samsung-electronics-and-broadcom-expand-strategic-collaboration-across-memory-and-foundry-technologies • Token 调用量涨 6 倍！华为：运力成 AI 算力最大瓶颈，不该执着单芯片制程 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/320.htm • 英伟达 Jetson 芯片将登陆月球，驱动月面机器人自主运行 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/866.htm 【大模型】 • 纳德拉：微软自研 MAI 模型在 Excel 任务表现与 GPT-5.6 相当，且部署成本更低 IT之家 · 2026-07-25 · https://www.ithome.com/0/981/532.htm • AI圈儿 0724｜谷歌Gemini承压/SpaceX AI扩建算力/黄仁勋谈开源 知识库精读 · 2026-07-25 · https://www.xiaoyuzhoufm.com/episode/6a620b38a3fec224d5a24449 • 独家｜混元多模态理解负责人胡瀚离职创业，原团队或将聚焦世界模型 36氪 · 2026-07-23 · https://www.36kr.com/p/3907934819521670 • 智谱：开源意味着模型可以被自主部署、随时调用，并真正掌握在使用者手中 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/837.htm 【智能驾驶】 • GOOD NEWS 🚖 Job postings on Tesla’s careers page strongly suggest that Phoenix i x-ming-tesla · 2026-07-25 · https://www.x.com/tslaming/status/2080918149688696947 • 零跑国际 CEO 忻天舒加入 Stellantis 领导团队，将任集团中国和亚太地区负责人 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/881.htm • 全新理想 L9/L8 首次大版本 OTA 更新即将上线，悬架高度将由三档升级为五档可调 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/844.htm • 小米澎程新车布局示意图发布，雷军透露 N90 转弯半径很小 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/843.htm • 百度萝卜快跑：部分网络账号将无人驾驶网约车与人员失踪相挂钩，涉嫌误导公众认知，已依法提起诉讼 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/840.htm 【AI 消费硬件与脑机】 • 微星发布 4L 紧凑型台式机 PRO MAX EDGE AI+，基于 AMD 锐龙 AI Max+ 300 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/386.htm • 百元级AI玩具在淘宝卖爆，这才是AI硬件的真实消费现状？ 36氪 · 2026-07-23 · https://www.36kr.com/p/3907917999281798 • AI硬件购买决策因子不是场景，是牵挂 36氪 · 2026-07-23 · https://www.36kr.com/p/3907889421539207 【AI Agent】 • Meta AI Doesn’t Just Think, It Acts meta-newsroom · 2026-07-24 · https://about.fb.com/news/2026/07/meta-ai-muse-spark-doesnt-just-think-it-acts/ • Meta is making its AI chatbot more like an assistant theverge · 2026-07-24 · https://www.theverge.com/tech/970570/meta-ai-chatbot-productivity-update • ServiceNow 首席执行官：我家平台设有终止开关，AI 模型不会失控越狱 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/328.htm • Bluesky’s AI assistant Attie expands into an open social research tool techcrunch-ai · 2026-07-24 · https://techcrunch.com/2026/07/24/blueskys-ai-assistant-attie-expands-into-an-open-social-research-tool/ • 你的下一位面试官，可能不是人 36氪 · 2026-07-24 · https://www.36kr.com/p/3909499179767169 【💰 财经动态】 • 美政府宣布向人工智能科学研究领域拨款50亿美元 36kr-newsflash · 2026-07-23 · https://36kr.com/newsflashes/3908373362529673?f=rss • Nvidia to Invest $1 Billion in Naver and Expand SK Group Accord bloomberg-tech · 2026-07-24 · https://www.bloomberg.com/news/articles/2026-07-24/nvidia-to-invest-1-billion-in-naver-and-expand-sk-group-accord • TCL 科技 93.25 亿元收购广州华星半导体 45% 股权项目获深交所审核通过 IT之家 · 2026-07-25 · https://www.ithome.com/0/981/571.htm • Mobileye 2026 财年第二财季归母亏损 0.21 亿美元，同比亏损收窄 68.66% IT之家 · 2026-07-23 · https://www.ithome.com/0/980/805.htm • 苏姿丰：在服务器 CPU 营收方面，AMD 份额已达到 46% IT之家 · 2026-07-23 · https://www.ithome.com/0/980/874.htm

YouTube 长访谈中文精华改编。 原始标题: The AI Frontier: from open weights to open research — Eiso Kant, Poolside AI 频道: Latent Space 原视频时间: 2026-07-22 主持人: Swyx 嘉宾: Eiso Kant 主题: 开源权重到开放研究 核心观点: • 模型工厂是一种工业化流程 • 小模型可以打败大模型 • 行为比原始智能更重要 • 强化学习将进入预训练阶段 • 开源是一种战略选择 • 不可变数据层是实验可复现的关键 原视频: https://www.youtube.com/watch?v=9_0hs2sxHHo

📋 今日要闻 · 2026-07-25 【AI 基础设施】 • 蓝思科技与英特尔签署合作备忘录，重点关注玻璃通孔先进封装业务 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/392.htm • AMD Unveils New Products in Pursuit of $2 Trillion Market bloomberg-tech · 2026-07-23 · https://www.bloomberg.com/news/articles/2026-07-23/amd-unveils-new-products-in-pursuit-of-2-trillion-opportunity • Building AI infrastructure with the Effingham County community OpenAI Blog · 2026-07-22 · https://openai.com/index/building-ai-infrastructure-with-the-effingham-county-community • White House Official Says Moonshot Accessed Banned Nvidia Chips bloomberg-tech · 2026-07-22 · https://www.bloomberg.com/news/articles/2026-07-22/white-house-official-says-moonshot-accessed-banned-nvidia-chips 【大模型】 • 蚂蚁集团发布百灵原生混合推理模型 Ling-3.0-flash：124B 总参数量，能力对标上一代旗舰 Ring-2.6-1T IT之家 · 2026-07-24 · https://www.ithome.com/0/981/382.htm • 新晋菲尔兹奖得主雅各布宣布加入OpenAI 36kr-newsflash · 2026-07-24 · https://36kr.com/newsflashes/3909592817833349?f=rss • Anthropic launches Opus 5 techcrunch-ai · 2026-07-24 · https://techcrunch.com/2026/07/24/anthropic-launches-opus-5/ 【具身智能模型】 • 我国成功发射两颗 AI 卫星：一颗能自己管自己，一颗在天上做气象预报 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/300.htm 【智能驾驶】 • 零跑 D19 首次 OTA 开启推送，升级优化城市领航辅助 VLA IT之家 · 2026-07-24 · https://www.ithome.com/0/981/360.htm • 东风奕派 M8 上市：首批搭载华为乾崑智驾 ADS 5 Pro，限时权益价 16.58 万元起 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/835.htm • Tesla’s robotaxi promises are clashing with reality theverge · 2026-07-23 · https://www.theverge.com/transportation/970003/tesla-robotaxi-mileage-waymo-cities-earnings-musk • Tesla says ‘Robotaxi’ is expanding — its own chart shows it’s not electrek · 2026-07-22 · https://electrek.co/2026/07/22/tesla-robotaxi-growth-flat-own-chart-q2-2026/ • Tesla still has no real plan for Hardware 3 owners promised FSD electrek · 2026-07-23 · https://electrek.co/2026/07/22/tesla-hardware-3-fsd-no-plan-musk-earnings-call/ 【机器人硬件】 • 宇树发布轮足机器人 As2-W：速度 6m/s、IP54 级防水、空载续航距离超 30km IT之家 · 2026-07-24 · https://www.ithome.com/0/981/372.htm • Robot snakes searched for Venezuela earthquake survivors in collapsed buildings arstechnica · 2026-07-24 · https://arstechnica.com/gadgets/2026/07/robot-snakes-searched-for-venezuela-earthquake-survivors-in-collapsed-buildings/ • ChinaJoy26前瞻首发：硬科技扎堆、机器人跳舞，游戏展正在被AI重写 36氪 · 2026-07-23 · https://www.36kr.com/p/3907922137896834 【AI 消费硬件与脑机】 • Al手机大战，全面开打 36氪 · 2026-07-24 · https://www.36kr.com/p/3909564969342081 • Agent手机的三条路线与一场权力游戏 36氪 · 2026-07-24 · https://www.36kr.com/p/3909566283306372 • 小米新机入网：备案小米 MiMo、文心一言、DeepSeek、通义千问等多款大模型 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/378.htm • 卡住端侧AI的不是内存 36氪 · 2026-07-24 · https://www.36kr.com/p/3909363449451649 • 大厂挤爆AI宠物赛道：年轻人不想铲屎，只想要不死的赛博猫咪？ 36氪 · 2026-07-24 · https://www.36kr.com/p/3909419897607301 【AI Agent】 • 亚马逊升级 Alexa+ AI 助手，可完成购物、餐厅预订、叫车等任务 IT之家 · 2026-07-24 · https://www.ithome.com/0/981/338.htm • 赛马结束，大厂各寻Agent主心骨 36氪 · 2026-07-24 · https://www.36kr.com/p/3909509300556931 • Claude Agent突然大更新，狂塞500个技能，网友直呼疯狂 36氪 · 2026-07-23 · https://www.36kr.com/p/3907809216959622 • OpenAI's attack agent did exactly what it was told - just more relentlessly than zdnet · 2026-07-23 · https://www.zdnet.com/article/openai-hugging-face-attack-agent/ 【💰 财经动态】 • 消息称 AMD 与 Anthropic 签署数百亿美元芯片采购协议，并最高向 Anthropic 投资 50 亿美元 IT之家 · 2026-07-22 · https://www.ithome.com/0/980/309.htm • $GOOGL updates FY 2026 capex guidance: To $195B-$205B. Up from $180B-$190B. Goog x-serenity · 2026-07-22 · https://www.x.com/aleabitoreddit/status/2080035769062916479 • 英特尔 2026 财年第二财季营收 161 亿美元同比大增 25% 为 15 年以来最快增速：归母亏损 110.33 亿美元同比扩大 278.1%，代工部门营收 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/876.htm • 英伟达与 Amkor 达成 15 亿美元芯片封装协议，共拓美国先进 AI 封装产能 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/882.htm

📋 今日要闻 · 2026-07-24 【AI 基础设施】 • AMD 即将推出新一代 AI 基础设施，与英伟达正面交锋 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/847.htm • 华为计算模组首次亮相 WAIC 2026 世界人工智能大会 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/842.htm 【大模型】 • GPT-5.6推翻近30年数学猜想，全程对话公开：提示词只有58个单词？？？ 36氪 · 2026-07-23 · https://www.36kr.com/p/3907657849361795 • 马斯克第三次喊「奇点已至」，AI三个月连破数学、安全两道墙 36氪 · 2026-07-23 · https://www.36kr.com/p/3908100846539904 • Advancing the next era of national science OpenAI Blog · 2026-07-22 · https://openai.com/index/advancing-the-next-era-of-national-science • $GOOGL now has 950M monthly Gemini users and processes 22B API tokens/min. Compa x-serenity · 2026-07-22 · https://www.x.com/aleabitoreddit/status/2080031508656746874 【具身智能模型】 • 硅谷101 E244｜机器人走错路了？与苏度韩铮聊聊具身智能的3D数据、路径分野与硅谷竞赛 知识库精读 · 2026-07-23 · https://www.xiaoyuzhoufm.com/episode/6a58203adad7474f40ac62a2 • 网格智算：“不堆算力”的AI大脑如何填补林下场景空白 | 水下项目 36氪 · 2026-07-23 · https://www.36kr.com/p/3908027308823684 【智能驾驶】 • France won’t approve Tesla ‘FSD’ yet, wants EU-wide sign-off first electrek · 2026-07-22 · https://electrek.co/2026/07/22/france-tesla-fsd-approval-tabarot-speeding/ • Tesla Autopilot and FSD crashes hit record 207 in a single month electrek · 2026-07-22 · https://electrek.co/2026/07/22/tesla-adas-crashes-record-207-one-month/ • NHTSA targets Tesla’s ‘Radar Saves Us’ document in FSD crash probe electrek · 2026-07-21 · https://electrek.co/2026/07/21/nhtsa-tesla-radar-saves-us-document-fsd-probe/ • Tesla’s 2026 Summer Update: auto navigation, Grok phone calls, Caraoke scoring, electrek · 2026-07-21 · https://electrek.co/2026/07/21/tesla-2026-summer-update-release-notes/ • 理想汽车回应“新一代 L6 超充是否会伤电池”：正常用车周期内，衰减基本不用操心 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/785.htm 【AI 消费硬件与脑机】 • 我国脑机接口领域迎重要突破，千人同步脑电采集技术发布 IT之家 · 2026-07-23 · https://www.ithome.com/0/980/841.htm • OpenAI挖了苹果400人，又盯上了苹果身后的中国制造商 36氪 · 2026-07-22 · https://www.36kr.com/p/3906610073819017 • 面积仅 46mm²：xMEMS 发布全球最小主动式微型风扇 XMC-1200，专为 AR、XR 智能眼镜设计 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/798.htm 【AI Agent】 • Launching Health in ChatGPT OpenAI Blog · 2026-07-23 · https://openai.com/index/health-in-chatgpt • Introducing OpenAI Presence OpenAI Blog · 2026-07-22 · https://openai.com/index/introducing-openai-presence • 疯了？前微软AI大牛花670万买下一家公司，只为让AI直接“上岗CEO” 36氪 · 2026-07-22 · https://www.36kr.com/p/3906491579880584 • 消息称腾讯整合 Workbuddy 与 QClaw 两款 AI 产品团队 IT之家 · 2026-07-22 · https://www.ithome.com/0/980/286.htm • 让 Gemini 帮你填表，谷歌 Chrome 浏览器将升级自动填充功能 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/776.htm 【💰 财经动态】 • Tesla (TSLA) crashes 12%, sheds $140B as Elon Musk’s ‘just trust me’ doesn’t hol electrek · 2026-07-23 · https://electrek.co/2026/07/23/tesla-tsla-crashes-12-q2-2026-earnings-miss/ • AI烧钱太疯狂，特斯拉和谷歌二季度现金流罕见转负 36氪 · 2026-07-23 · https://www.36kr.com/p/3907821881250949 • In the second quarter, Tesla acquired an AI hardware company through an asset de x-ming-tesla · 2026-07-23 · https://www.x.com/tslaming/status/2080244656856789005 • 光模块中报集体炸裂，AI行情里最扎实的一批公司是怎么赚到钱的 36氪 · 2026-07-23 · https://www.36kr.com/p/3906285866784391 • 五年亏掉356亿，商汤却要去太空建AI机房 36氪 · 2026-07-22 · https://www.36kr.com/p/3906498582878088 • AI chip startup Etched defies skeptics, hits $10.3B valuation from big-name inve techcrunch-ai · 2026-07-23 · https://techcrunch.com/2026/07/23/ai-chip-startup-etched-defies-skeptics-hits-10-3b-valuation-from-big-name-investors/ • Menlo Ventures’ Matt Murphy explains what AI startups founders must do different techcrunch-ai · 2026-07-22 · https://techcrunch.com/podcast/menlo-ventures-matt-murphy-explains-what-ai-startups-founders-must-do-differently/ • Alphabet’s Anthropic Stake Jumps to Around $124 Billion bloomberg-tech · 2026-07-23 · https://www.bloomberg.com/news/articles/2026-07-23/alphabet-s-anthropic-stake-jumps-to-around-124-billion

📋 今日要闻 · 2026-07-23 【AI 基础设施】 • Built for Vera Rubin, NVIDIA Spectrum-6 Arrives in Gigascale AI Factories NVIDIA Blog · 2026-07-21 · https://blogs.nvidia.com/blog/nvidia-spectrum-six-arrives-in-gigascale-ai-factories/ • At SIGGRAPH, NVIDIA Advances Graphics and Simulation With Agentic and Physical A NVIDIA Blog · 2026-07-20 · https://blogs.nvidia.com/blog/siggraph-news-2026/ • Google is working on a new AI chip designed to make Gemini more efficient techcrunch-ai · 2026-07-20 · https://techcrunch.com/2026/07/20/google-is-working-on-a-new-ai-chip-designed-to-make-gemini-more-efficient/ • Z.AI Completes Giant Data Center With Chinese Chips to Train AI bloomberg-tech · 2026-07-20 · https://www.bloomberg.com/news/articles/2026-07-20/z-ai-completes-giant-data-center-with-chinese-chips-to-train-ai • We cut open the Kirin 9030 and put it under an electron microscope. The smallest x-semianalysis · 2026-07-20 · https://www.x.com/SemiAnalysis_/status/2079251630608842814 【大模型】 • 英伟达黄仁勋：美国无需害怕中国开源 AI 模型，应警惕国内“封禁”呼声 IT之家 · 2026-07-22 · https://www.ithome.com/0/980/294.htm • OpenAI says its AI went rogue and launched 'unprecedented' cyber-attack bbc-tech · 2026-07-22 · https://www.bbc.co.uk/news/articles/c3ek3gvdnj3o?at_medium=RSS&at_campaign=rss • 谷歌Gemini跌出全球排名前十 36氪 · 2026-07-22 · https://www.36kr.com/p/3906712566797699 • China’s Open AI Models Are Challenging Silicon Valley’s Playbook wired-ai · 2026-07-22 · https://www.wired.com/story/chinas-open-ai-models-are-challenging-silicon-valleys-playbook/ • OpenAI’s Brockman on New ChatGPT Era After ‘Tough’ Year of Cuts: Q&A bloomberg-tech · 2026-07-22 · https://www.bloomberg.com/news/newsletters/2026-07-22/openai-s-brockman-on-new-chatgpt-era-after-tough-year-of-cuts-q-a 【具身智能模型】 • 147. 和蚂蚁灵波沈宇军聊：机器人原生基础模型、大脑和本体的关系、预训练与数据scale up、老师汤晓鸥 知识库精读 · 2026-07-22 · https://www.xiaoyuzhoufm.com/episode/6a5f79b3a3fec224d5a128cd • The State of Simulation for Physical AI: An Overview Hugging Face · 2026-07-21 · https://huggingface.co/blog/nvidia/state-of-simulation-for-physical-ai • Grabette: an open system to record robot-manipulation data Hugging Face · 2026-07-21 · https://huggingface.co/blog/grabette 【智能驾驶】 • Electric, autonomous, and there’s 800 of them: inside this week’s BIGGEST deal electrek · 2026-07-22 · https://electrek.co/2026/07/22/electric-autonomous-and-theres-800-of-them-inside-this-weeks-biggest-deal/ • Mobileye 将自 2027 年起为 Stellantis 部分车型提供云增强 ADAS IT之家 · 2026-07-21 · https://www.ithome.com/0/979/796.htm • 北京越野泰钽 700 豪华越野 SUV 发布：首批搭载华为乾崑智驾 ADS 5，预售价 29.98 万元起 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/771.htm • 岚图泰山 X8 EV 车型到店：搭载华为乾崑全新四激光雷达，33.99 万元起 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/761.htm 【机器人硬件】 • Hyundai claims humanoid robot plan is not part of talks with striking workers arstechnica · 2026-07-22 · https://arstechnica.com/ai/2026/07/hyundai-claims-humanoid-robot-plan-is-not-part-of-talks-with-striking-workers/ • Narwal Flow 2 review: The robot vacuum that finally perfected obstacle avoidance zdnet · 2026-07-22 · https://www.zdnet.com/article/narwal-flow-2-review-robot-vacuum-mop-combination-2026/ 【AI 消费硬件与脑机】 • 三星首款 AI 眼镜 Galaxy Glasses 亮相：搭载骁龙 AR1 Gen1 芯片，满电续航 9 小时 IT之家 · 2026-07-22 · https://www.ithome.com/0/980/323.htm • 三星最轻折叠屏手机 Galaxy Z Flip8 发布，8999 元起 IT之家 · 2026-07-22 · https://www.ithome.com/0/980/316.htm 【AI Agent】 • 大厂肉搏WAIC：阿里、腾讯当面对擂，智能体入口卡位战全线开打 36氪 · 2026-07-22 · https://www.36kr.com/p/3906436902278280 • I gave Perplexity's agentic AI 5 complex tasks to run on my Mac - and I'll do it zdnet · 2026-07-22 · https://www.zdnet.com/article/perplexity-personal-computer-agentic-ai-complex-tasks-mac/ • 16万Star的OpenCode彻底重写：API全部重做、Bun换Node、桌面端迁移Electron 36氪 · 2026-07-20 · https://www.36kr.com/p/3903808799196809 【💰 财经动态】 • OpenAI 拟投资 200 亿美元在美国新建数据中心，到 2030 年算力支出预期上调至近 7500 亿美元 IT之家 · 2026-07-22 · https://www.ithome.com/0/980/322.htm • Google Says Cloud Services Backlog Expands to $514 Billion bloomberg-tech · 2026-07-22 · https://www.bloomberg.com/news/articles/2026-07-22/google-says-cloud-services-backlog-expands-to-514-billion • Google Boosts 2026 Spending Estimate to as Much as $205 Billion bloomberg-tech · 2026-07-22 · https://www.bloomberg.com/news/articles/2026-07-22/google-boosts-2026-spending-estimate-to-as-much-as-205-billion • 特斯拉 2026 财年第二财季归母净利润 11.11 亿美元，同比下降 5.21% IT之家 · 2026-07-22 · https://www.ithome.com/0/980/350.htm • Monday.com lays off hundreds to focus on AI techcrunch-ai · 2026-07-22 · https://techcrunch.com/2026/07/22/monday-com-lays-off-hundreds-to-focuses-on-ai/

📋 今日要闻 · 2026-07-22 【AI 基础设施】 • NVIDIA Vera Rubin Driving Performance Per Watt, Lowest Token Cost for Partners W NVIDIA Blog · 2026-07-21 · https://blogs.nvidia.com/blog/vera-rubin/ • 黄仁勋的“达链”闭环了 36氪 · 2026-07-21 · https://www.36kr.com/p/3904937240364936 • Bristol Myers Squibb Building Life Science Industry’s Most Advanced AI Factory o NVIDIA Blog · 2026-07-20 · https://blogs.nvidia.com/blog/bristol-myers-squibb-building-life-science-industrys-most-advanced-ai-factory-on-nvidia-vera-rubin/ • 让美国人贡献民电来跑AI，Sunrun这个方案是噱头还是解药？ 36氪 · 2026-07-20 · https://www.36kr.com/p/3903739244905863 【大模型】 • GPT-5.6-Sol在网络攻防能力上，超越了Mythos，开源模型也排好了 36氪 · 2026-07-21 · https://www.36kr.com/p/3905122912438146 • US threatens sanctions against Chinese AI models over IP theft techcrunch-ai · 2026-07-21 · https://techcrunch.com/2026/07/21/us-threatens-sanctions-against-chinese-ai-models-over-ip-theft/ • RT by @elonmusk: Grok 4.5 is really good at React. It's also very affordable and x-elonmusk · 2026-07-20 · https://www.x.com/leerob/status/2079240370576146875 • Safety and alignment in an era of long-horizon models OpenAI Blog · 2026-07-20 · https://openai.com/index/safety-alignment-long-horizon-models 【具身智能模型】 • 5.83倍加速，PolicyTrim：让VLA机器人少走弯路、更快完成任务 36氪 · 2026-07-21 · https://www.36kr.com/p/3905122994292611 • 光轮智能与西门子正式达成合作 36kr-newsflash · 2026-07-20 · https://36kr.com/newsflashes/3903949369329280?f=rss 【智能驾驶】 • Tesla Robotaxis go to Florida theverge · 2026-07-21 · https://www.theverge.com/transportation/968624/tesla-robotaxis-orlando-tampa-florida-earnings • Tesla puts Starlink antenna in Cybercab electrek · 2026-07-21 · https://electrek.co/2026/07/20/tesla-starlink-cybercab-integration-why/ • FSD v14 Lite (for Tesla AI3 hardware vehicles) review. This is the version that’ x-ashok · 2026-07-20 · https://www.x.com/aelluswamy/status/2079251214865457429 【机器人硬件】 • Roborock RockMaw X120H LiDAR AWD robot mower $699 off launch, Bluetti Member Day electrek · 2026-07-21 · https://electrek.co/2026/07/21/roborock-rockmaw-x120h-lidar-awd-robot-mower-bluetti-power-station-sale-velotric-e-bikes-more/ • Firefighting drones in the works as wildfires plague US nearly year-round arstechnica · 2026-07-20 · https://arstechnica.com/ai/2026/07/firefighting-drones-in-the-works-as-wildfires-plague-us-nearly-year-round/ 【AI 消费硬件与脑机】 • BaseRT：专为 Apple Silicon 优化，让 Mac 本地大模型快 6.4 倍 小众软件 · 2026-07-21 · https://www.appinn.com/basert/ • Halliday’s New Smart Glasses Skip the Camera wired-ai · 2026-07-21 · https://www.wired.com/story/halliday-new-smart-glasses-skip-the-camera/ • 荣耀、豆包领衔，WAIC上的AI手机，开始跟你抢事做了 36氪 · 2026-07-19 · https://www.36kr.com/p/3901343845598599 • 华为鸿蒙 HarmonyOS 6.1.0.135 版本“隐藏”特性曝光：默认图标优化、耳机控制页面布局调整 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/804.htm 【AI Agent】 • AI 智能体互联国标试点在京启动，美团、滴滴、联想等18家单位首批签约 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/816.htm • New in Claude Cowork: teach Claude a skill. Record your screen while you do a ta x-claude · 2026-07-21 · https://www.x.com/claudeai/status/2079595988998554047 • AI巨头正在争夺人类的错题本 36氪 · 2026-07-20 · https://www.36kr.com/p/3903872615679369 • 清华陶建华团队提出「自进化同策略蒸馏」SEED：让Agentic RL训练也懂事后监督 36氪 · 2026-07-21 · https://www.36kr.com/p/3904876893013897 • Jack Dorsey is taking on Slack with Buzz, a group chat platform for teams and th techcrunch-ai · 2026-07-21 · https://techcrunch.com/2026/07/21/jack-dorsey-is-taking-on-slack-with-buzz-a-group-chat-platform-for-teams-and-their-ai-agents/ 【💰 财经动态】 • $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its x-serenity · 2026-07-20 · https://www.x.com/aleabitoreddit/status/2079254669793316962 • 市值蒸发超3000亿后，MiniMax如何讲好下一个“故事”？ 36氪 · 2026-07-21 · https://www.36kr.com/p/3905198817789833 • 特斯拉现金流或现两年多来首次净流出，AI 投入考验市场信心 IT之家 · 2026-07-21 · https://www.ithome.com/0/979/769.htm

📋 今日要闻 · 2026-07-21 【AI 基础设施】 • SK 集团会长崔泰源：明年全球半导体需求至少增长五成，AI 领域预计增加 60%-100% IT之家 · 2026-07-19 · https://www.ithome.com/0/978/744.htm • 微软将在 Azure 云服务上部署 AMD Helios 机架系统，用于 AI 推理 IT之家 · 2026-07-20 · https://www.ithome.com/0/979/235.htm • 联想问天全球首款 RISC-V 服务器亮相 WAIC 2026，搭载蓝芯 LX500 处理器 IT之家 · 2026-07-20 · https://www.ithome.com/0/979/200.htm 【大模型】 • AI领走埃尔德什100美元赏金，44页顶刊没解的题，它一页纸答出 36氪 · 2026-07-20 · https://www.36kr.com/p/3903900275902083 • 面壁智能发布端侧模型 MiniCPM5-2B，AA-Index 榜单 4B 以下性能第一 IT之家 · 2026-07-19 · https://www.ithome.com/0/978/796.htm • 阿里 Token Plan 个人版发布，限时优惠每月 39 元起 IT之家 · 2026-07-19 · https://www.ithome.com/0/978/775.htm • 限时 1 折，夜间 0.2 折起：阿里 Qoder 上线 Qwen3.8-Max-Preview 模型 IT之家 · 2026-07-19 · https://www.ithome.com/0/978/747.htm • 参数量达 2.4T，阿里千问 PC 端接入 Qwen3.8-Max-Preview IT之家 · 2026-07-19 · https://www.ithome.com/0/978/738.htm 【具身智能模型】 • 李飞飞第一篇「触觉」论文：机器人会盲摸麻将了 36氪 · 2026-07-20 · https://www.36kr.com/p/3903925085521543 【智能驾驶】 • 整车售价 13.33 万元起，蔚来 firefly 萤火虫 halo 寻光系列首款车型“栖息地”上市 IT之家 · 2026-07-20 · https://www.ithome.com/0/979/219.htm • 长城 H10 预售：五座 / 六座双版本，限时权益价 21.48 万元起 IT之家 · 2026-07-18 · https://www.ithome.com/0/978/573.htm • 吉利银河 TT Ultra 车型 7 月 21 日预售，配备激光雷达 + 双电机四驱 IT之家 · 2026-07-18 · https://www.ithome.com/0/978/526.htm 【机器人硬件】 • WAIC上，AI开始接管人类的欲望 36氪 · 2026-07-20 · https://www.36kr.com/p/3903687507904387 【AI 消费硬件与脑机】 • 联想拯救者 Y900 系列平板推送 7 月升级：新增游戏助手 AI 游戏伙伴、CAJ Viewer PC 版应用等 IT之家 · 2026-07-18 · https://www.ithome.com/0/978/517.htm • 海信墨水屏手机 A10 配置揭晓：高通跃龙 QCM6690 处理器、安卓 16 原生适配，8 月发布 IT之家 · 2026-07-19 · https://www.ithome.com/0/978/764.htm • Adobe crams multiple AI tools into its experimental camera app engadget · 2026-07-20 · https://www.engadget.com/2218980/adobe-crams-multiple-ai-tools-into-its-experimental-camera-app/ • Meta Glasses review: A bit less polish, a lot more baggage engadget · 2026-07-20 · https://www.engadget.com/2217722/meta-glasses-review/ 【AI Agent】 • An AI agent breached Hugging Face before an AI defender caught it: What users sh zdnet · 2026-07-20 · https://www.zdnet.com/article/hugging-face-breach-blamed-on-ai-agent/ • 42章经｜AI 发展了 4 年，把应用发展没了？｜AI 年中复盘 知识库精读 · 2026-07-20 · https://www.xiaoyuzhoufm.com/episode/6a5b98a66356eb2d9be4ad2c • Try Grok Build https://x.ai/cli x-elonmusk · 2026-07-18 · https://www.x.com/elonmusk/status/2078495013936206287 • 腾讯副总裁林松涛：终端将是 AI 普及的最后一公里 IT之家 · 2026-07-18 · https://www.ithome.com/0/978/568.htm 【💰 财经动态】 • 曝零一万物启动新一轮融资，拟2027年申请IPO 36kr-newsflash · 2026-07-20 · https://36kr.com/newsflashes/3903968879511169?f=rss • 新易盛：整体来看，二季度业绩预告情况与公司年初对全年整体情况的预期基本吻合 36kr-newsflash · 2026-07-20 · https://36kr.com/newsflashes/3903985686824841?f=rss • Prysmian Signs $6.3 Billion Molex Deal for Data-Center Gear bloomberg-tech · 2026-07-20 · https://www.bloomberg.com/news/articles/2026-07-20/prysmian-inks-6-3-billion-deal-with-molex-for-data-center-gear • “尼卡光学”完成近亿元A轮融资 36kr-newsflash · 2026-07-20 · https://36kr.com/newsflashes/3903974776292998?f=rss