📋 今日要闻 · 2026-09-08 【AI 基础设施】 • “订阅个API救不了平庸的管理！”黄仁勋直言：AGI就像刚毕业的天才博士，翘二郎腿坐等效率翻倍是做梦 36氪 · 2026-09-07 · https://www.36kr.com/p/3973247298515207 • ALERT🚨: AMD INCREASED @vllm_project PERFORMANCE BY 11x IN LESS THAN 19 DAYS ON M x-semianalysis · 2026-09-07 · https://www.x.com/SemiAnalysis_/status/2097007346421531008 • Malaysia Eyes Huawei Chips for AI Project Despite US Warning bloomberg-tech · 2026-09-07 · https://www.bloomberg.com/news/articles/2026-09-07/malaysia-eyes-huawei-chips-for-ai-project-despite-us-warning • TPU Inference Externalization Full Steam Ahead - InferenceX, Up to 50% Better P x-semianalysis · 2026-09-07 · https://www.x.com/SemiAnalysis_/status/2097054644258103448 【大模型】 • OpenAI又被抓包失控，AI 时代的「熊猫烧香」不远了 36氪 · 2026-09-07 · https://www.36kr.com/p/3973034456969735 • 韩国启动全民AI计划 36氪 · 2026-09-07 · https://www.36kr.com/p/3972836462686473 • OpenAI Top Scientist Urges ‘Extreme Caution’ With Pace of AI bloomberg-tech · 2026-09-07 · https://www.bloomberg.com/news/articles/2026-09-07/openai-chief-scientist-urges-extreme-caution-with-pace-of-ai • ByteDance Founder Joins AI Elite in Race to Perfect World Models bloomberg-tech · 2026-09-07 · https://www.bloomberg.com/news/articles/2026-09-07/bytedance-founder-joins-ai-elite-in-race-to-perfect-world-models 【具身智能模型】 • 宇树科技：全球首次实现世界模型实时驱动全自主人形机器人格斗 IT之家 · 2026-09-07 · https://www.ithome.com/0/999/432.htm 【智能驾驶】 • 小米汽车：澎程系列 4 分钟锁单突破 1 万台 IT之家 · 2026-09-07 · https://www.ithome.com/0/999/484.htm • RT by @aelluswamy: FSD Supervised now approved in Slovenia 🇸🇮 Rollout will begi x-ashok · 2026-09-07 · https://www.x.com/teslaeurope/status/2097007168939593780 • GOOD NEWS 🇭🇰 Tesla Cybercab has arrived in Hong Kong 🔥 🗓️ Date: Starting Septe x-ming-tesla · 2026-09-07 · https://www.x.com/tslaming/status/2096961553786609893 • 比亚迪：超级智能体迪迪虾暨腾势 N8L 纯电上市发布会定档 9 月 14 日 IT之家 · 2026-09-05 · https://www.ithome.com/0/998/815.htm • 吉利星越 L PLUS 首发亮相：定位中大型旗舰智混 SUV，近期上市 IT之家 · 2026-09-05 · https://www.ithome.com/0/998/829.htm 【机器人硬件】 • 消息称三星进入人形机器人赛道，计划在明年 CES 2027 首秀 IT之家 · 2026-09-07 · https://www.ithome.com/0/999/466.htm 【AI 消费硬件与脑机】 • 驰为 UniBox AI495 Pro 迷你主机亮相，X 型金属框架设计 IT之家 · 2026-09-07 · https://www.ithome.com/0/999/473.htm • 【视频】华为Mate XT2 三折叠首发开箱体验，全新展翼折叠屏，体验全方位提升 IT之家 · 2026-09-07 · https://www.ithome.com/0/999/490.htm • vivo 最强影像旗舰 X500 系列手机官宣 9 月 21 日发布 IT之家 · 2026-09-07 · https://www.ithome.com/0/999/462.htm • vivo X500 系列手机全球首发蓝图光御 900 传感器，CIPA 7.0 防抖、AI 摄影助手 IT之家 · 2026-09-07 · https://www.ithome.com/0/999/452.htm 【AI Agent】 • DeepSeek的“官方外挂”，被一张梁文锋的表情包难倒了 36氪 · 2026-09-07 · https://www.36kr.com/p/3973065357285248 • 从流量逻辑到任务逻辑，AI Agent正在终结互联网的免费午餐 36氪 · 2026-09-07 · https://www.36kr.com/p/3973178742747400 • 为什么AI越聪明，越需要BI？ 36氪 · 2026-09-07 · https://www.36kr.com/p/3973163226952199 • How the AI ROI Gap Comes Down to Trust bloomberg-tech · 2026-09-07 · https://www.bloomberg.com/news/videos/2026-09-07/how-the-ai-roi-gap-comes-down-to-trust-video 【💰 财经动态】 • 模型负责上天，三个“野心家”负责把AI落地 36氪 · 2026-09-07 · https://www.36kr.com/p/3973065986446985 • 广汽集团：2021 年广汽资本参投长鑫科技，前瞻布局终获回报 IT之家 · 2026-09-05 · https://www.ithome.com/0/998/788.htm • 广汽集团：2026 年 1‑8 月累计销量突破 100 万辆，自主品牌同比增长 31.44% IT之家 · 2026-09-07 · https://www.ithome.com/0/999/477.htm

YouTube 长访谈中文精华改编。 原始标题: Why World Models Could Change Robotics, 3D, and Creativity 频道: a16z 原视频时间: 2026-09-04 嘉宾: Fei-Fei Li、Justin、Ben（World Labs 团队） 主题: 世界模型 Atlas 与空间智能 核心观点: • new view prediction：给 AI 换上了新的"预测下一个"范式 • 半个世纪的分裂就此终结：像素生成与像素重建首次统一 • 从 300 张到 3 张：50-100 倍缩减重写重建的经济学 • 重建本质上就是超长 context 的生成 • ️ 你永远拍不全，所以生成能力必须内建 • 我们才站在起点，唯一的瓶颈是 training compute 原视频: https://www.youtube.com/watch?v=qn1QDDBnTA0

📋 今日要闻 · 2026-09-07 【大模型】 • RT by @sama: Today we're releasing data on models accelerating research at OpenA x-sama · 2026-09-06 · https://www.x.com/kliu128/status/2096616468851097811 • 索尼、华纳围剿Anthropic，AI时代的版权大战怎么打？ 36氪 · 2026-09-06 · https://www.36kr.com/p/3971524976849160 • 两家美国媒体起诉 OpenAI 和微软，指控其 AI 训练侵犯版权 IT之家 · 2026-09-05 · https://www.ithome.com/0/998/805.htm • RT by @sama: Astra was probably our biggest competitive advantage while it wasn’ x-sama · 2026-09-05 · https://www.x.com/thsottiaux/status/2096101429832552872 【智能驾驶】 • From the first two posts, one thing is clear: Tesla bypassed the exemption route x-ming-tesla · 2026-09-05 · https://www.x.com/tslaming/status/2096190385840373822 • Source: https://www.prnewswire.com/news-releases/lemonade-brings-car-insurance-a x-ming-tesla · 2026-09-05 · https://www.x.com/tslaming/status/2096071627331277198 • 长城魏牌豪华方盒子新车官图公布：2.0T 插混、采用承载式车身 IT之家 · 2026-09-04 · https://www.ithome.com/0/998/612.htm • 奇瑞全新捷途 X90 将于 9 月 9 日上市，配猎鹰 500 辅助驾驶 IT之家 · 2026-09-04 · https://www.ithome.com/0/998/576.htm • 奇瑞风云 T11 第二次 OTA 推送：新增远程一键备车、高速 ETC 自主通行等 IT之家 · 2026-09-05 · https://www.ithome.com/0/998/832.htm 【AI 消费硬件与脑机】 • 极摩客展出 EVO-X5 Pro 迷你主机：锐龙 AI Max+ PRO 495 处理器，192GB 内存 IT之家 · 2026-09-05 · https://www.ithome.com/0/998/840.htm • WinToastRelay：将 Windows 系统通知转发到手机｜Codex 跑完，手机会叫你 小众软件 · 2026-09-06 · https://www.appinn.com/wintoastrelay/ 【AI Agent】 • Claude can help manage your email inbox, but there are some risks involved engadget · 2026-09-06 · https://www.engadget.com/2247891/claude-help-manage-emails-risks-involved/ • 盖茨的AI警告说对了一半 36氪 · 2026-09-06 · https://www.36kr.com/p/3971565038458496 • 传统企业 AI 转型的最短路径，藏在研发部门 36氪 · 2026-09-04 · https://www.36kr.com/p/3968933593395458 • AI秒出的出境游攻略，你敢“抄作业”吗？ 36氪 · 2026-09-04 · https://www.36kr.com/p/3968843731277700 【💰 财经动态】 • Anthropic Builds Its War Chest Ahead of IPO | Bloomberg Tech 9/04/2026 bloomberg-tech · 2026-09-04 · https://www.bloomberg.com/news/videos/2026-09-04/bloomberg-tech-9-04-2026-video • Anthropic 15 亿美元 AI 版权和解金开始陆续发放，但出版社和作者分配补偿争议不断 IT之家 · 2026-09-06 · https://www.ithome.com/0/999/049.htm

YouTube 长访谈中文精华改编。 原始标题: FGC4ofTcg2k 频道: 主持人: David George 嘉宾: Gavin Baker 主题: AI 投资、算力经济与基础设施 核心观点: • 看空者连一个变差的数据点都拿不出来 • 这不是或的关系，这是且的关系 • ️ 真正的风险是供给不足，而不是过剩 • 算力回收期不足一年，资本成本正在变成武器 • 数据中心是工薪阶层最好的事，但行业不会讲自己的故事 • 轨道算力与小行星采矿：Elon 和 Jensen 的时代 原视频: https://www.youtube.com/watch?v=FGC4ofTcg2k

📋 今日要闻 · 2026-09-06 【AI 基础设施】 • 余凯：地平线明年的目标是要在中国高阶自动驾驶芯片市场超过英伟达 IT之家 · 2026-09-05 · https://www.ithome.com/0/998/775.htm • AMD 公布 Threadripper Halo Station 工作站，支持 T 级模型本地运行 IT之家 · 2026-09-04 · https://www.ithome.com/0/998/560.htm • Nvidia de-specced Rubin Ultra's HBM from 12-Hi to 8-Hi because the real bottlene x-semianalysis · 2026-09-05 · https://www.x.com/SemiAnalysis_/status/2096282606803284031 【大模型】 • 大模型厂商纷纷“卖 Token”，消息称 Kimi、MiniMax 等即将在天猫开店 IT之家 · 2026-09-05 · https://www.ithome.com/0/998/822.htm • Legora reviewed 41 documents in minutes with GPT-6 Astra OpenAI Blog · 2026-09-03 · https://openai.com/index/legora-financial-statement-review-with-astra • 火速吃瓜，OpenAI模型还没发又惹出争议了？？ 36氪 · 2026-09-03 · https://www.36kr.com/p/3967486260436484 • Four major AI models suffer rare overlapping downtime arstechnica · 2026-09-03 · https://arstechnica.com/ai/2026/09/four-major-ai-models-suffer-rare-overlapping-downtime/ 【智能驾驶】 • GOOD NEWS 🇺🇸 In a massive vote of confidence for Tesla's FSD, tech-first insuran x-ming-tesla · 2026-09-05 · https://www.x.com/tslaming/status/2096071624831480123 • RT by @elonmusk: A group of incredibly talented and dedicated engineers made Cyb x-elonmusk · 2026-09-04 · https://www.x.com/pduan/status/2095939726171656440 • Can’t believe the Cybercab is a real product. Yet, as of today, it is! A salut x-ashok · 2026-09-04 · https://www.x.com/aelluswamy/status/2095772209331438012 • This might sound familiar, but Cybercab’s factory could become one of Tesla’s mo x-ming-tesla · 2026-09-05 · https://www.x.com/tslaming/status/2096224522487661020 【机器人硬件】 • 全球首例：我国完成人工智能超声机器人引导下先天性心脏病封堵术 IT之家 · 2026-09-05 · https://www.ithome.com/0/998/823.htm 【AI 消费硬件与脑机】 • 微软推出 Project Zenith，为 Win11 开发者提供开箱即用开发环境 IT之家 · 2026-09-04 · https://www.ithome.com/0/998/611.htm • Ugreen's new smart home ecosystem is built around local AI hubs engadget · 2026-09-03 · https://www.engadget.com/2250749/ugreen-smart-home-ecosystem-built-around-local-ai-hubs/ 【💰 财经动态】 • 智谱上淘宝、Kimi找微软，大模型开始认真赚钱了 36氪 · 2026-09-03 · https://www.36kr.com/p/3967557956197892 • Anthropic：我们不打价格战，只做值钱的生意 36氪 · 2026-09-04 · https://www.36kr.com/p/3968890773401861 • 首批授信近 20 亿元，北京经开区在全市率先落地 Token 词元算力贷 IT之家 · 2026-09-05 · https://www.ithome.com/0/998/784.htm

📋 今日要闻 · 2026-09-05 【AI 基础设施】 • 麒麟 2026 芯片晶体管密度暴涨 55%，华为何庭波更新韬定律论文 IT之家 · 2026-09-04 · https://www.ithome.com/0/998/598.htm • AI超节点：十倍弹性，还有预期差 36氪 · 2026-09-04 · https://www.36kr.com/p/3968837249167873 • 5.6-sol rewrote the production kernel that solved itself which effectively resul x-semianalysis · 2026-09-04 · https://www.x.com/SemiAnalysis_/status/2095980533637382506 • They also officially disclosed, for the first time, that they have achieved runn x-semianalysis · 2026-09-04 · https://www.x.com/SemiAnalysis_/status/2095919855832580560 • 两种小金属卡了AI脖子，中国供应链占主导 36氪 · 2026-09-02 · https://www.36kr.com/p/3965948455984640 【大模型】 • Meta发最强模型打响价格战，小扎对谷歌贴脸开大，北大校友立大功 36氪 · 2026-09-03 · https://www.36kr.com/p/3967588163853573 • OpenAI 将召集约 300 名安全领域负责人，筹备网络安全相关公告 IT之家 · 2026-09-03 · https://www.ithome.com/0/998/161.htm • AI疯狂扫描4000万行Linux代码、CVE逼近2000个，维护者直呼：“彻底忙不过来了” 36氪 · 2026-09-02 · https://www.36kr.com/p/3966090501840129 【智能驾驶】 • Tesla Full Self-Driving can now take over manual driving to avoid a collision electrek · 2026-09-04 · https://electrek.co/2026/09/04/tesla-fsd-active-safety-collision-avoidance/ • 长安发布天枢领航辅助驾驶：支持交互式智驾指令，能识别交警手势 IT之家 · 2026-09-04 · https://www.ithome.com/0/998/597.htm • 全新奔驰长轴距 GLE SUV 将于 9 月 16 日上市，首批搭载 Momenta R7 IT之家 · 2026-09-04 · https://www.ithome.com/0/998/622.htm • 消息称玛莎拉蒂正与华为、江淮洽谈合作，有望联合开发电动汽车 IT之家 · 2026-09-04 · https://www.ithome.com/0/998/603.htm • Tesla opens search for Cybercab fleet sales, but FSD owners are still left out electrek · 2026-09-04 · https://electrek.co/2026/09/03/tesla-opens-search-for-cybercab-fleet-sales-but-fsd-owners-are-still-left-out/ 【机器人硬件】 • IFA 2026前线｜蓝海赛道下的内卷现实，科沃斯如何回答全球化与具身智能考题 36氪 · 2026-09-04 · https://www.36kr.com/p/3968822489198851 【AI 消费硬件与脑机】 • 古尔曼称苹果将以史上最大新品阵容开启“特努斯时代”，公布今年至 2029 年后产品规划 IT之家 · 2026-09-04 · https://www.ithome.com/0/998/621.htm • Everybody’s Business: Unpacking Apple’s Upcoming Launches bloomberg-tech · 2026-09-04 · https://www.bloomberg.com/news/videos/2026-09-04/everybody-s-business-apple-s-upcoming-launches-video • 卢伟冰确认小米 18 Fold 折叠屏手机起售价过万 IT之家 · 2026-09-03 · https://www.ithome.com/0/998/181.htm • Circular’s new smart rings add contactless payments and vibrating alerts theverge · 2026-09-03 · https://www.theverge.com/tech/988517/circular-ring-3-pro-slim-nfc-contactless-payment-vibrating-alerts • The Apple Vision Pro was used for a successful hip surgery engadget · 2026-09-03 · https://www.engadget.com/2250758/stryker-apple-vision-pro-sportsuite-app-in-hip-arthroscopy/ 【AI Agent】 • 腾讯、字节、阿里“会战”AI 办公之后：Agent 领域格局已变 36氪 · 2026-09-04 · https://www.36kr.com/p/3968612165743108 • AI办公进入执行时代：钉钉押注流程、飞书深挖知识、企业微信连接客户 36氪 · 2026-09-04 · https://www.36kr.com/p/3968795635668611 • Claude后台接管电脑，真·赛博替身，人机并行时代来了 36氪 · 2026-09-03 · https://www.36kr.com/p/3967462045097473 【💰 财经动态】 • 仅用两年时间，英伟达从零建起近千亿美元股权投资组合 IT之家 · 2026-09-04 · https://www.ithome.com/0/998/620.htm • 消息称月之暗面启动港股 IPO 流程，本周已向港交所秘密交表 IT之家 · 2026-09-02 · https://www.ithome.com/0/997/670.htm • AI compute provider Nscale is looking for $3.5B in pre-IPO financing techcrunch-ai · 2026-09-04 · https://techcrunch.com/2026/09/04/ai-compute-provider-nscale-is-looking-for-3-5b-in-pre-ipo-financing/ • Andreessen-Backed AI Startup Gimlet Is Valued at $3 Billion in New Round bloomberg-tech · 2026-09-04 · https://www.bloomberg.com/news/articles/2026-09-04/andreessen-backed-ai-startup-gimlet-is-valued-at-3-billion-in-new-round

📋 今日要闻 · 2026-09-04 【AI 基础设施】 • 英伟达官方推理指南来了，6倍无损加速，最优解全是华人写的 36氪 · 2026-09-03 · https://www.36kr.com/p/3967588251311360 • Sparks Fly: NVIDIA Accelerates Local AI at IFA 2026 NVIDIA Blog · 2026-09-03 · https://blogs.nvidia.com/blog/local-ai-ifa-next-gen-agents-nv-pair-rtx-spark/ • The 100,000 GPUs targeted for initial deployment starting the second half of 202 x-figure · 2026-09-03 · https://www.x.com/Figure_robot/status/2095499742705029289 • 群创公布 Chip Last 型 FOPLP 先进封装平台，预计 2027H2 量产 IT之家 · 2026-09-01 · https://www.ithome.com/0/997/144.htm • Samtech displayed their Co-Packaged Copper (CPC) set-up in the CPX form factor a x-semianalysis · 2026-09-01 · https://www.x.com/SemiAnalysis_/status/2094772933419807076 【大模型】 • GPT-6 Astra Is Here—and OpenAI Thinks It May Kick Off the AGI Era wired-ai · 2026-09-03 · https://www.wired.com/story/openai-says-gpt-6-can-use-a-computer-better-than-a-human/ • “牛来”击穿DeepSeek 36氪 · 2026-09-02 · https://www.36kr.com/p/3966011433326467 • 谷歌 DeepMind 发布 WeatherNext 3：分辨率最高 5 公里，号称全球最先进、精准 AI 天气预报模型 IT之家 · 2026-09-03 · https://www.ithome.com/0/998/198.htm • 沙特 HUMAIN 公布前沿阿语模型 humain-m3，由 MiniMax 受托开发 IT之家 · 2026-09-03 · https://www.ithome.com/0/998/189.htm 【智能驾驶】 • FREELANDER 神行者 8 正式上市：标配华为乾崑智驾 ADS 5，权益价 28.99 万-37.99 万元 IT之家 · 2026-09-03 · https://www.ithome.com/0/998/156.htm • Watch: BBC travels in self-driving Uber around London bbc-tech · 2026-09-03 · https://www.bbc.co.uk/news/videos/cwyzeyd7peeo?at_medium=RSS&at_campaign=rss • Uber launches UK's first robotaxis with a driver - here's what it's like to ride bbc-tech · 2026-09-02 · https://www.bbc.co.uk/news/articles/ce9e838jzpzo?at_medium=RSS&at_campaign=rss • GOOD NEWS 🚨 Austin is literally being taken over by Cybercabs right now 🔥 The fu x-ming-tesla · 2026-09-02 · https://www.x.com/tslaming/status/2095004125885026362 【AI 消费硬件与脑机】 • Nvidia RTX Spark ‘Superchip’: The First AI PCs Are Here wired-ai · 2026-09-03 · https://www.wired.com/story/nvidia-rtx-spark-laptops-first-look/ • Homer AI好马亮相2026中国国际福祉博览会，VLX空间理解能力赋能AI可穿戴设备 36氪 · 2026-09-03 · https://www.36kr.com/p/3967336409849351 • HTC 推出 AI 智能眼镜 VIVE Eagle：主打隐私保护，499 美元起 IT之家 · 2026-09-03 · https://www.ithome.com/0/998/188.htm • Sonos Ace Ultra, Beam Ultra, Sonos Fabric, and a New App: Everything Sonos Just wired-ai · 2026-09-01 · https://www.wired.com/story/sonos-has-new-devices-a-new-os-and-yes-a-new-app/ 【AI Agent】 • 让Agent读懂业务，WPS要帮打工人手搓办公应用 36氪 · 2026-09-03 · https://www.36kr.com/p/3967514107190533 • Meta is paying to peek at how you use their latest AI model techcrunch-ai · 2026-09-03 · https://techcrunch.com/2026/09/03/meta-is-paying-to-peek-at-how-you-use-their-latest-ai-model/ • Meta Pushes Its New AI Agent on Employees—but Eases Off on Tokenmaxxing wired-ai · 2026-09-03 · https://www.wired.com/story/meta-pushes-its-new-ai-agent-on-employees-but-eases-off-on-tokenmaxxing/ • Our new AgentX benchmark helped uncover issues that only surface during multi-tu x-semianalysis · 2026-09-03 · https://www.x.com/SemiAnalysis_/status/2095595239348015490 • Perplexity's Hybrid Compute splits sensitive tasks between cloud and local AI engadget · 2026-09-01 · https://www.engadget.com/2248548/perplexitys-hybrid-compute-splits-sensitive-tasks-between-cloud-and-local-ai/ 【💰 财经动态】 • Crusoe Signs Roughly $13 Billion AI Cloud Deal With Jane Street bloomberg-tech · 2026-09-03 · https://www.bloomberg.com/news/articles/2026-09-03/crusoe-signs-roughly-13-billion-ai-cloud-deal-with-jane-street • Pinned: Today, we’re partnering with Nscale to deploy up to 100,000 GPUs on the x-figure · 2026-09-03 · https://www.x.com/Figure_robot/status/2095499507991744723 • Accel reportedly in talks to lead $1B round for Thinking Machines at $40B valuat techcrunch-ai · 2026-09-03 · https://techcrunch.com/2026/09/03/accel-reportedly-in-talks-to-lead-1b-round-for-thinking-machines-at-40b-valuation/ • $NVDA told JP Morgan... That their revenue could increase more than 100%+ Y/Y un x-serenity · 2026-09-02 · https://www.x.com/aleabitoreddit/status/2095153855818547571 • 运动相机鼻祖 GoPro 宣布与光电技术公司 Starman 达成合并协议 IT之家 · 2026-09-01 · https://www.ithome.com/0/997/161.htm

📋 今日要闻 · 2026-09-03 【AI 基础设施】 • 高通披露新一代 Adreno GPU 细节：矩阵核心强化 AI 算力，有望进一步改善画面升频效果 IT之家 · 2026-09-02 · https://www.ithome.com/0/997/663.htm • 消息称 SpaceX 数据中心出现工程、稳定性问题，马斯克为此换掉多名建设团队高管 IT之家 · 2026-09-01 · https://www.ithome.com/0/997/184.htm • 博通推出 VMware AI 工厂，简化企业私有云 AI 部署 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/680.htm • 芬兰人工智能超级计算机 LUMI-AI 将采用 AMD 硬件方案，2027H2 部署 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/644.htm 【大模型】 • Meta Releases More Powerful AI Model, Edging Closer to Rivals bloomberg-tech · 2026-09-02 · https://www.bloomberg.com/news/articles/2026-09-02/meta-releases-more-powerful-ai-model-edging-closer-to-rivals • 中美AI产业未来的三种推演 36氪 · 2026-09-02 · https://www.36kr.com/p/3966182932143364 • Introducing Gemini 3.8 Flash and 3.8 Flash Cyber Google DeepMind · 2026-09-02 · https://deepmind.google/blog/introducing-gemini-3-8-flash-and-38-flash-cyber/ 【具身智能模型】 • 李飞飞发布Atlas，世界模型进入新时代 36氪 · 2026-09-02 · https://www.36kr.com/p/3965806085053961 • Ouster’s Physical AI Push bloomberg-tech · 2026-09-02 · https://www.bloomberg.com/news/videos/2026-09-02/ouster-s-physical-ai-push-video 【智能驾驶】 • Waymo opens robotaxi rides to the public in 3 new cities, now 14 total electrek · 2026-09-01 · https://electrek.co/2026/09/01/waymo-public-robotaxi-denver-san-diego-tampa/ • GOOD NEWS 🚨 Tesla is officially holding its Cybercab launch event in downtown Au x-ming-tesla · 2026-09-02 · https://www.x.com/tslaming/status/2095144339785543914 • Tesla confirms Full Self-Driving was active in a crash that killed a mother of f electrek · 2026-09-01 · https://electrek.co/2026/09/01/tesla-driver-assist-left-turn-batavia/ • 特斯拉 FSD 即将迎来重大升级：马斯克称“避坑”功能很快上线 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/672.htm 【机器人硬件】 • Expect to See a Lot More Humanoid Robots Soon: Barclays bloomberg-tech · 2026-09-02 · https://www.bloomberg.com/news/videos/2026-09-02/expect-to-see-a-lot-more-humanoid-robots-soon-barclays-video 【AI 消费硬件与脑机】 • 小米 18 Fold“中折叠”手机拥有 1.2 米抗跌落能力，雷军称媲美直板旗舰 IT之家 · 2026-09-02 · https://www.ithome.com/0/997/680.htm • 三星首款阔折叠 Galaxy Z Fold8 体验：更宽的屏幕，更多的可能 IT之家 · 2026-09-02 · https://www.ithome.com/0/997/650.htm • 华为海外发布 FreeBuds Neo 降噪耳机：短柄设计，首发 109 欧元 IT之家 · 2026-09-02 · https://www.ithome.com/0/997/673.htm • 华为 Watch D3 手表海外发布，449 欧元 IT之家 · 2026-09-02 · https://www.ithome.com/0/997/672.htm • India’s richest man now wants to turn aging computers into AI-ready PCs techcrunch-ai · 2026-09-02 · https://techcrunch.com/2026/09/02/indias-richest-man-now-wants-to-turn-aging-computers-into-ai-ready-pcs/ 【AI Agent】 • Healthcare organizations can now connect EHR and additional industry data to Cha OpenAI Blog · 2026-09-01 · https://openai.com/index/chatgpt-connects-health-records-and-healthcare-sources • 安全公司曝光黑客组织 Aurora 内部信息：利用 Cursor AI 制定攻击计划、使用 Zig 语言开发勒索软件 IT之家 · 2026-09-01 · https://www.ithome.com/0/997/155.htm • “生产力市场”大博弈 36氪 · 2026-09-01 · https://www.36kr.com/p/3964624489438728 • Google’s answer to Canva is an AI tool where you prompt instead of design techcrunch-ai · 2026-09-01 · https://techcrunch.com/2026/09/01/googles-answer-to-canva-is-an-ai-tool-where-you-prompt-instead-of-design/ • You Know Who Really Hates AI? Insurance Claims Adjusters wired-ai · 2026-08-31 · https://www.wired.com/story/insurance-claims-adjusters-really-hate-ai/ 【💰 财经动态】 • Nvidia Deepens Chip Ties With $3.5 Billion MediaTek Bet | Bloomberg Tech 8/31/20 bloomberg-tech · 2026-08-31 · https://www.bloomberg.com/news/videos/2026-08-31/bloomberg-tech-8-31-2026-video • “国产 GPU 四小龙”之一：燧原科技科创板 IPO 发行价格定为 142.18 元 / 股 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/634.htm • Dell Sees Surge in AI Server Sales, Boosts Outlook bloomberg-tech · 2026-09-01 · https://www.bloomberg.com/news/videos/2026-09-01/dell-sees-surge-in-ai-server-sales-boosts-outlook-video • 博通 2026 财年第三财季归母净利润 130.88 亿美元，同比增长 216% IT之家 · 2026-09-02 · https://www.ithome.com/0/997/713.htm • AfterQuery reportedly becomes Y Combinator’s fastest-ever unicorn, now valued at techcrunch-ai · 2026-09-01 · https://techcrunch.com/2026/09/01/afterquery-reportedly-becomes-y-combinators-fastest-ever-unicorn-now-valued-at-3-2b/ • Wonderful more than doubles its valuation to $5B in under 6 months techcrunch-ai · 2026-09-02 · https://techcrunch.com/2026/09/02/wonderful-more-than-doubles-its-valuation-to-5b-in-under-6-months/

📋 今日要闻 · 2026-09-02 【AI 基础设施】 • 美国 AI 数据中心现大量“幽灵用电需求”，多州出手整治 IT之家 · 2026-09-01 · https://www.ithome.com/0/997/147.htm • An Exclusive Interview with Jensen Huang on Nvidia’s AI Future | Open Interest 8 bloomberg-tech · 2026-08-31 · https://www.bloomberg.com/news/videos/2026-08-31/open-interest-8-31-2026-video • AI淘金潮下，算力租赁到底有多赚钱？ 36氪 · 2026-08-31 · https://www.36kr.com/p/3963291346042248 • 一分钟爆赚1万六，阿里腾讯字节成华强北最大血包？ 36氪 · 2026-08-31 · https://www.36kr.com/p/3963303429733507 【大模型】 • 马斯克：预计 AI 将令全球经济规模增加约 20%-30% IT之家 · 2026-09-01 · https://www.ithome.com/0/997/186.htm • Path to Astra: critical capabilities and frontier safeguards OpenAI Blog · 2026-09-01 · https://openai.com/index/path-to-astra • Introducing agentic video understanding with Gemini Google DeepMind · 2026-09-01 · https://deepmind.google/blog/introducing-agentic-video-in-gemini/ • Fable 5.1 excels at complex, long-running tasks. And its research capabilities o x-claude · 2026-09-01 · https://www.x.com/claudeai/status/2094848579558953258 • Across our benchmarks, the model sets a new standard. It scores 52.6% on Termin x-claude · 2026-09-01 · https://www.x.com/claudeai/status/2094848581425377479 【智能驾驶】 • 2026年的一切，都只是Robocity的序幕 36氪 · 2026-09-01 · https://www.36kr.com/p/3964625674050819 • In Sept, Tesla will re-launch 3 products it launched a decade ago, for a stock p electrek · 2026-09-01 · https://electrek.co/2026/09/01/in-sept-tesla-will-re-launch-3-products-it-launched-a-decade-ago-for-a-stock-pump/ 【AI 消费硬件与脑机】 • Sonos 一口气推出两款全新硬件：Beam Ultra 回音壁、Ace Ultra 头戴式耳机 IT之家 · 2026-09-01 · https://www.ithome.com/0/997/168.htm • vivo TWS 5 Pro 耳机 Wi-Fi 无损传输功能现已支持 X300 Ultra、iQOO 15 等手机 IT之家 · 2026-09-01 · https://www.ithome.com/0/997/160.htm • 2026 荣耀全球开发者大会定档 9 月 15 日举行 IT之家 · 2026-09-01 · https://www.ithome.com/0/997/138.htm • 华硕新款 Zenbook A14 笔记本发布：骁龙 X 处理器、8GB 内存起步 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/658.htm • John Ternus sends first memo as Apple CEO teasing a ‘huge launch next week theverge · 2026-09-01 · https://www.theverge.com/tech/987583/apple-john-ternus-staff-memo 【AI Agent】 • 奥特曼播客曝猛料：Astra操作电脑已达人类水平 36氪 · 2026-09-01 · https://www.36kr.com/p/3964690691136773 • NVIDIA and CrowdStrike Strengthen Agentic Cybersecurity Frontier NVIDIA Blog · 2026-09-01 · https://blogs.nvidia.com/blog/nvidia-crowdstrike-fal-con-2026/ • Pairing Google Antigravity with Gemini 3.7 Flash solves notable multi-agent math google-blog · 2026-08-31 · https://blog.google/innovation-and-ai/technology/developers-tools/antigravity-teamwork-multi-agent/ • 西湖大学团队提出Code World Model：让Coding Agent成为世界模型的大脑 36氪 · 2026-09-01 · https://www.36kr.com/p/3964518513220865 • How AI-native companies turn workflows into operating capability OpenAI Blog · 2026-09-01 · https://openai.com/index/ai-native-company-workflows 【💰 财经动态】 • Anthropic signs a $35B AI compute deal with $NVDA backed Lambda. $HUT / DC, wit x-serenity · 2026-09-01 · https://www.x.com/aleabitoreddit/status/2094585395224981709 • FYI to the AI bears: $NVDA projects $1.3T of hyperscaler spend for 2027. Up fro x-serenity · 2026-08-30 · https://www.x.com/aleabitoreddit/status/2094019167527776711 • 戴尔 2027 财年半年报归母净利润 75.71 亿美元，同比增长 256% IT之家 · 2026-09-01 · https://www.ithome.com/0/997/191.htm • 一家校园招聘平台，一年多出10亿美元的AI训练生意 36氪 · 2026-09-01 · https://www.36kr.com/p/3964685368860167

📋 今日要闻 · 2026-09-01 【AI 基础设施】 • 消息称长鑫存储开始试产 HBM3E 内存，有望数周内大规模量产 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/670.htm • AMD、思科、HUMAIN 合作落地，Instinct MI355X 算力进驻沙特 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/648.htm 【大模型】 • 华为云联合瑞金医院发布瑞智病理大模型 RuiPath 2.0：7B 参数，覆盖 19 个常见癌种 IT之家 · 2026-08-30 · https://www.ithome.com/0/996/195.htm • Kimi也要“入关”了？ 36氪 · 2026-08-31 · https://www.36kr.com/p/3963162610734721 • Hy4Preview ，更“姚顺雨”了 36氪 · 2026-08-31 · https://www.36kr.com/p/3963151966525059 • DeepSeek-V4-Flash-Vision-Exp 模型已开源，多模态 Agent 能力接近 Opus-4.8 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/637.htm • Apple Says OpenAI Is Destroying Evidence in Trade Secrets Case bloomberg-tech · 2026-08-31 · https://www.bloomberg.com/news/articles/2026-08-31/apple-says-openai-is-destroying-evidence-in-trade-secrets-case 【具身智能模型】 • 尴尬的“世界模型”，四条路线纷争未决 36氪 · 2026-08-31 · https://www.36kr.com/p/3963266346014344 【智能驾驶】 • A second Tesla driver died stopped on a freeway with Autopilot/Self-Driving on electrek · 2026-08-31 · https://electrek.co/2026/08/31/tesla-driver-assist-stopped-freeway-mesa/ • 特斯拉在中国香港、中国澳门推出更平价版 Model 3：售价下调、配置精简，续航达 572 公里 IT之家 · 2026-08-30 · https://www.ithome.com/0/996/240.htm • 比亚迪大六座 SUV 腾势 N8L 纯电版将于 9 月份上市，拥有 208L 智能电动前备箱 IT之家 · 2026-08-30 · https://www.ithome.com/0/996/234.htm • 中国中车首曝小米澎程系列汽车电驱自带“高铁基因”，主打稳定、高效、耐久 IT之家 · 2026-08-30 · https://www.ithome.com/0/996/214.htm 【机器人硬件】 • The US is building barriers around drones and robots, but China has scale to get techcrunch-ai · 2026-08-31 · https://techcrunch.com/2026/08/30/the-u-s-is-building-barriers-around-drones-and-robots-china-still-has-scale/ • China’s robots race ahead theverge · 2026-08-30 · https://www.theverge.com/tech/986167/china-humanoid-robot-games-race 【AI 消费硬件与脑机】 • 苹果 visionOS 27.0 开发者预览版 Beta 8 发布 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/692.htm • 华硕灵耀 14 骁龙版笔记本首销：骁龙 X 处理器，16GB+512GB 售 6999 元 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/673.htm • 机械革命翼龙 15 Air 2026 笔记本锐龙 7 H 449 版发布：RTX 5060，国补到手价 9999 元 IT之家 · 2026-08-30 · https://www.ithome.com/0/996/186.htm • 荣耀 Magic8 系列手机首发的 AI 追色功能迎升级，新增支持类“调色盘”新玩法 IT之家 · 2026-08-29 · https://www.ithome.com/0/996/058.htm • 苹果 iPhone Ultra 折叠屏手机维修费用曝光：更换内屏费用或超 1 千美元 IT之家 · 2026-08-29 · https://www.ithome.com/0/996/012.htm 【AI Agent】 • OpenAI 和 Anthropic，正在抢夺“AI 硬件”定义权 36氪 · 2026-08-31 · https://www.36kr.com/p/3963178961436032 • “豆包工作”加入混战，大厂为何争当打工人的“电子牛马”？ 36氪 · 2026-08-31 · https://www.36kr.com/p/3963248919795330 • 一觉醒来20个PR自己合进了主干，SpaceXAI工程师：我基本不看代码了 36氪 · 2026-08-31 · https://www.36kr.com/p/3963233260813448 • 刚刚，OpenClaw 2.0来了，龙虾升级 36氪 · 2026-08-31 · https://www.36kr.com/p/3963044991564937 • Anthropic 安全框架自动降级：Claude 误删开发者 700 GB 主目录，自动化清理反成灾难 IT之家 · 2026-08-29 · https://www.ithome.com/0/996/031.htm 【💰 财经动态】 • Anthropic’s Mega-IPO Plan Looms Over Packed US Listing Calendar bloomberg-tech · 2026-08-31 · https://www.bloomberg.com/news/videos/2026-08-31/anthropic-s-mega-ipo-looms-over-packed-listing-calendar-video • 推理利润率超50%，Anthropic上市前夕，顶级投行给大模型算了一笔利润账 36氪 · 2026-08-31 · https://www.36kr.com/p/3963344023346438 • 快手：国家人工智能基金向北京可灵注入现金资本 14 亿元 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/663.htm • OpenAI：ChatGPT 广告年化收入运行率已达 10 亿美元 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/653.htm • 智谱披露下一代大模型规划：采用大基座路线，目标发布首日即可支持满规模业务调用 IT之家 · 2026-08-31 · https://www.ithome.com/0/996/649.htm

📋 今日要闻 · 2026-08-31 【AI 基础设施】 • 全国算力互联互通区域节点名单出炉，北京上海等 17 省市入围 IT之家 · 2026-08-28 · https://www.ithome.com/0/995/814.htm • 英伟达 CEO 黄仁勋呼吁 AI 行业加强沟通：想建数据中心就得争取公众支持 IT之家 · 2026-08-28 · https://www.ithome.com/0/995/808.htm • 微软 XBOX CEO 夏尔马：次世代游戏主机需应对 AI 引发的“内存末日”问题 IT之家 · 2026-08-29 · https://www.ithome.com/0/995/966.htm 【大模型】 • 消息称字节跳动豆包大模型 2.2 将推迟发布，原计划 8 月推出 IT之家 · 2026-08-30 · https://www.ithome.com/0/996/239.htm • RT by @elonmusk: When I try and explain that tokens inferenced increased 25-fold x-elonmusk · 2026-08-29 · https://www.x.com/CathieDWood/status/2093739536509436149 • An Anthropic researcher just gave us a peek at self-improving AI techcrunch-ai · 2026-08-28 · https://techcrunch.com/2026/08/28/an-anthropic-researcher-just-gave-us-a-peek-at-self-improving-ai/ • Could a model one day align its stronger successors? As a first test, we had S x-anthropic · 2026-08-28 · https://www.x.com/AnthropicAI/status/2093386533638389907 • AI回旋镖式跳槽第一人：没有博士学位，硅谷顶尖AI实验室来回抢 36氪 · 2026-08-28 · https://www.36kr.com/p/3958795221990537 【智能驾驶】 • 特斯拉 Cybercab 车头 RGB 灯带可显示不同颜色，避免乘客上错车 IT之家 · 2026-08-30 · https://www.ithome.com/0/996/189.htm • 消息称奕境第二款车考虑规划换电版本，华为有望入局换电赛道 IT之家 · 2026-08-28 · https://www.ithome.com/0/995/802.htm • 启境 GX7 预售发布会定档 9 月 4 日：干地麋鹿测试 81.6km/h，湿地双移线测试最高通过速度 122km/h IT之家 · 2026-08-28 · https://www.ithome.com/0/995/798.htm 【机器人硬件】 • 灵巧手有了，双臂有了，中间那一段谁来接？两家具身公司在中药房给了个答案 知识库精读 · 2026-08-30 · https://mp.weixin.qq.com/s/LkLRE1MALw22k52iWigotg • 消息称 Meta 正测试数据中心机器人，可完成插拔线缆、重启服务器等运维工作 IT之家 · 2026-08-30 · https://www.ithome.com/0/996/222.htm • 荣耀机器人闪电首次出海，成为马来西亚马拉松首位机器人参赛选手 IT之家 · 2026-08-30 · https://www.ithome.com/0/996/203.htm 【AI 消费硬件与脑机】 • 华为 Mate XT 2 非凡大师三折叠手机核心配置曝光，有望首发麒麟 9050 Pro 处理器 IT之家 · 2026-08-30 · https://www.ithome.com/0/996/219.htm • 华为 HarmonyOS 开发套件 26.0.0 正式发布：API 版本号启用语义化版本格式，鸿蒙 7.0 用户占比 4.65% IT之家 · 2026-08-29 · https://www.ithome.com/0/996/013.htm • 小米澎湃 OS 超级岛升级：三指一滑，取餐、取件码直接“上岛” IT之家 · 2026-08-28 · https://www.ithome.com/0/995/789.htm • Meta makes AI glasses slightly less creepy with limit on nonconsensual recording arstechnica · 2026-08-28 · https://arstechnica.com/tech-policy/2026/08/meta-tweaks-ai-glasses-to-block-some-creepy-recordings-but-privacy-risks-remain/ • 极摩客 EVO-X5 Pro 迷你主机官宣：锐龙 AI Max+ PRO 495 处理器，IFA 2026 亮相 IT之家 · 2026-08-28 · https://www.ithome.com/0/995/811.htm 【AI Agent】 • Claude终于内置浏览器，豆包工作早这样干了，千问们也绕不过？ 36氪 · 2026-08-28 · https://www.36kr.com/p/3958922751137671 • 10年前赌输的创业，被AI救活，以后人人都能改自己的App 36氪 · 2026-08-28 · https://www.36kr.com/p/3958803974798727 • 小龙绕过办公agent 36氪 · 2026-08-28 · https://www.36kr.com/p/3958688934083714 • 3 surveys deliver the same uncomfortable truth about adopting agentic AI zdnet · 2026-08-28 · https://www.zdnet.com/article/3-surveys-uncomfortable-adopting-agentic-ai/ • 玩家获取 Root 权限后发现小米首款 NAS 智能存储自带 Docker 环境，OpenClaw 已跑通 IT之家 · 2026-08-29 · https://www.ithome.com/0/996/019.htm 【💰 财经动态】 • 巴克莱研究：AI 模型公司每赚 100 美元，约 35 至 40 美元流向三大云巨头 IT之家 · 2026-08-30 · https://www.ithome.com/0/996/218.htm • 美团 CEO 王兴：AI 模型和产品将用于支持主业发展，我们不会成为“Token 工厂” IT之家 · 2026-08-28 · https://www.ithome.com/0/995/807.htm • 3个月估值翻2倍，这家AI金融独角兽，要抢华尔街分析师“饭碗”了 36氪 · 2026-08-28 · https://www.36kr.com/p/3959129302809986 • 比亚迪 2026 上半年归母净利润 123.25 亿元，同比下降 20.54% IT之家 · 2026-08-28 · https://www.ithome.com/0/995/779.htm • 老牌AI公司汉王科技4年半亏掉6.63亿元，大模型时代为何越走越难？ 36氪 · 2026-08-28 · https://www.36kr.com/p/3958918396263556

📋 今日要闻 · 2026-08-30 【AI 基础设施】 • 国家数据局：截至 7 月底，我国智算总规模达到 245 万 PFLOPS IT之家 · 2026-08-29 · https://www.ithome.com/0/996/044.htm • 国内首个车载移动式词元工厂亮相，探索算电协同新模式 IT之家 · 2026-08-29 · https://www.ithome.com/0/995/975.htm • Nvidia’s AI advantage is moving beyond the GPU techcrunch-ai · 2026-08-29 · https://techcrunch.com/2026/08/29/nvidias-ai-advantage-is-moving-beyond-the-gpu/ • US Probes Apex Logistics Over Alleged Nvidia AI Chip Smuggling bloomberg-tech · 2026-08-27 · https://www.bloomberg.com/news/articles/2026-08-27/us-probes-apex-logistics-over-alleged-nvidia-ai-chip-smuggling • The UK Power Grid Has a Phantom Data Center Problem wired-ai · 2026-08-27 · https://www.wired.com/story/uk-data-centers-logjam-ofgem-regulations/ 【大模型】 • Anthropic gets its first court win over the Pentagon’s supply-chain risk label techcrunch-ai · 2026-08-28 · https://techcrunch.com/2026/08/28/anthropic-gets-its-first-court-win-over-the-pentagons-supply-chain-risk-label/ • New Fellows Research: Can Claude autonomously align other AIs? We gave Claude 4 x-anthropic · 2026-08-28 · https://www.x.com/AnthropicAI/status/2093386528668172373 • 上线一月，Seedance 2.5能否抗住“平替”围攻？ 36氪 · 2026-08-27 · https://www.36kr.com/p/3957695740968325 • Elon Musk’s xAI used child porn to train Grok models, lawsuit says arstechnica · 2026-08-27 · https://arstechnica.com/tech-policy/2026/08/elon-musks-xai-used-child-porn-to-train-grok-models-lawsuit-says/ • Sam Altman :‘AGI in 2026’, just as Models Start to [Mis]Train Themselves yt-ai-explained · 2026-08-27 · https://www.youtube.com/watch?v=KL9_1GbmCic 【智能驾驶】 • 何小鹏：期望明年在欧洲获得监管许可并开始交付第二代 VLA IT之家 · 2026-08-27 · https://www.ithome.com/0/995/130.htm • GOOD NEWS 🇳🇱 Dutch car-sharing company MyWheels is integrating Tesla's FSD into x-ming-tesla · 2026-08-28 · https://www.x.com/tslaming/status/2093348926879629772 • The best part of CyberCab is that its operating cost is projected to be just $0. x-ming-tesla · 2026-08-29 · https://www.x.com/tslaming/status/2093679777362391498 • My Tesla Cybercab launch predictions electrek · 2026-08-28 · https://electrek.co/2026/08/28/tesla-cybercab-launch-predictions/ 【AI 消费硬件与脑机】 • 苹果首款 AI 眼镜有望 2027 年亮相：首代无显示屏，瞄准语音与视觉识别 IT之家 · 2026-08-29 · https://www.ithome.com/0/996/053.htm • iOS 27 版 Siri AI 上线前，苹果 CarPlay 已接入 4 个第三方 AI 应用 IT之家 · 2026-08-29 · https://www.ithome.com/0/996/057.htm • 试图摆脱“变态眼镜”之名，Meta AI 眼镜升级后挡住指示灯就立即停止拍摄 IT之家 · 2026-08-28 · https://www.ithome.com/0/995/795.htm 【AI Agent】 • 阿里发布全新 Qoder，从 AI 编程工具升级为智能体工作台 IT之家 · 2026-08-27 · https://www.ithome.com/0/994/977.htm • 微软 Microsoft 365 路线图更名为 AI at Work Roadmap IT之家 · 2026-08-27 · https://www.ithome.com/0/994/965.htm • 自进化时代，强化学习可能得有一套新算法了 36氪 · 2026-08-27 · https://www.36kr.com/p/3957481215786115 【💰 财经动态】 • Nvidia Predicts AI-Fueled Surge Will Extend Into 2028 bloomberg-tech · 2026-08-27 · https://www.bloomberg.com/news/videos/2026-08-27/nvidia-predicts-ai-fueled-surge-will-extend-into-2028-video • 英伟达首次量化供需缺口，提前锁定FY28+70%增长 36氪 · 2026-08-27 · https://www.36kr.com/p/3957418024959362 • 香农芯创 2026 年上半年归母净利润 36.42 亿元，同比暴涨 2207.2% IT之家 · 2026-08-27 · https://www.ithome.com/0/995/242.htm • 灵掌机器人完成数千万元天使轮融资 IT之家 · 2026-08-28 · https://www.ithome.com/0/995/790.htm • 优必选 2026 财年上半年归母亏损 3.11 亿元，同比亏损收窄 24.7% IT之家 · 2026-08-28 · https://www.ithome.com/0/995/769.htm

YouTube 长访谈中文精华改编。 原始标题: Rich Sutton and Khurram Javed: Why AI Models Stop Learning, and How to Start It Again 频道: Sequoia Capital 原视频时间: 2026-08-18 嘉宾: Rich Sutton 主题: AI 为何停止学习以及如何重启持续学习 核心观点: • 持续学习不是 AI 子领域，而是学习的默认状态 • The Bitter Lesson 的本质是"随计算扩展，而非随人类输入扩展" ️ • LLM 同时是 The Bitter Lesson 的正面与反面教材 • Synthetic Data Generation 不是解药，而是新陷阱 ️ • 当前 LLM 的根本缺陷：运行时 weights 不再改变 • 生物学习的启示：没有动物靠 supervised learning 学会走路 ️ 原视频: https://www.youtube.com/watch?v=xH7U7w9Qzlo

📋 今日要闻 · 2026-08-29 【AI 基础设施】 • 黄仁勋：英伟达已实现AGI 36氪 · 2026-08-28 · https://www.36kr.com/p/3959072129252485 • AI 开始给自己造芯了，从零到生产 OpenAI 只用了九个月 36氪 · 2026-08-27 · https://www.36kr.com/p/3956947047021698 • 英伟达推出 NVHBM 定制高带宽内存：相比 HBM4e 带宽提升 30%、功耗降低 15% IT之家 · 2026-08-27 · https://www.ithome.com/0/994/806.htm • 英特尔 18A-P 工艺详解：0.5V 低电压频率跃升 30%，Diamond Rapids 与 Nova Lake 率先搭载 IT之家 · 2026-08-26 · https://www.ithome.com/0/994/781.htm 【大模型】 • 加州理工用AI攻克量子化学60年难题，1块显卡做完7800块的活 36氪 · 2026-08-26 · https://www.36kr.com/p/3956267360337025 • HappyHorse与Wan3.0赛马，谁是阿里版Seedance？ 36氪 · 2026-08-26 · https://www.36kr.com/p/3955901995040137 • 谷歌推出迄今“最精准”语音转文本模型，从“逐字记录”迈向“理解式转写” 36氪 · 2026-08-27 · https://www.36kr.com/p/3957167988243848 • 强化学习之父Rich Sutton最新判断：大模型被困在“局部最优”，AI必须学会持续学习 36氪 · 2026-08-27 · https://www.36kr.com/p/3957715670973572 【具身智能模型】 • 估值冲到40亿美元，实时交互视频还没跑出「杀手级应用」 36氪 · 2026-08-28 · https://www.36kr.com/p/3958994803457412 • 英伟达前AI总监颠覆Transformer，5万亿上下文物理AI，推演整个宇宙 36氪 · 2026-08-27 · https://www.36kr.com/p/3957173999451521 • China’s Spirit AI bets on smarter robot brains bloomberg-tech · 2026-08-27 · https://www.bloomberg.com/news/videos/2026-08-27/china-s-spirit-ai-bets-on-smarter-robot-brains-video • Ex-Meta scientists want to bring visual AI to the factory floor techcrunch-ai · 2026-08-26 · https://techcrunch.com/2026/08/26/ex-meta-scientists-want-to-bring-visual-ai-to-the-factory-floor/ • Robot brain builders are pushing out of their GPT-2 era techcrunch-ai · 2026-08-26 · https://techcrunch.com/2026/08/26/robot-brain-builders-are-pushing-out-of-their-gpt-2-era/ 【智能驾驶】 • 极狐阿尔法 T7 发布 2 小时订单突破 1 万台：华为乾崑智驾 ADS 5 Pro，预售价 13.78 万元起 IT之家 · 2026-08-26 · https://www.ithome.com/0/994/771.htm • Waymo：我们的无人驾驶出租车严重事故发生率仅有人驾的 1/16 IT之家 · 2026-08-26 · https://www.ithome.com/0/994/784.htm • 基于艾尼氪 5 打造，现代官宣 2026Q4 交付首批 Waymo 自动驾驶出租车 IT之家 · 2026-08-27 · https://www.ithome.com/0/995/084.htm • Tesla Full Self-Driving likes trains a bit too much electrek · 2026-08-27 · https://electrek.co/2026/08/27/tesla-fsd-likes-trains-too-much/ • Waymo takes a shot at Tesla’s self-driving: it’s a ‘false summit’ electrek · 2026-08-27 · https://electrek.co/2026/08/27/waymo-tesla-self-driving-false-summit/ 【机器人硬件】 • 「机器人奥运」加冕双冠王，不「偏科」的智元是如何炼成的？ 36氪 · 2026-08-28 · https://www.36kr.com/p/3959191433165952 • 亿航智能 EH216-S eVTOL 完成香港公开首飞 IT之家 · 2026-08-28 · https://www.ithome.com/0/995/799.htm • Hugging Face is selling a cute $399 open source duck robot, Microduck techcrunch-ai · 2026-08-27 · https://techcrunch.com/2026/08/27/hugging-face-is-selling-a-cute-399-open-source-duck-robot-microduck/ • 宇树“弟子”击败“师傅”，世界人形机器人运动会自由搏击首金产生 IT之家 · 2026-08-26 · https://www.ithome.com/0/994/758.htm 【AI 消费硬件与脑机】 • 首款专为苹果 iPhone 用户打造的 Agent 耳机：网易有道 OpenPods 预售，到手价 1499 元 IT之家 · 2026-08-27 · https://www.ithome.com/0/994/911.htm • 专访高通马德嘉：6G 是 AI 原生系统，多次点名赞赏豆包手机 IT之家 · 2026-08-26 · https://www.ithome.com/0/994/802.htm • vivo X500 Pro 系列手机官宣全球首发蓝晶 × 天玑 2nm 旗舰芯 IT之家 · 2026-08-27 · https://www.ithome.com/0/995/123.htm • Plaud is launching AI earbuds theverge · 2026-08-27 · https://www.theverge.com/ai-artificial-intelligence/985500/plaud-one-earbuds-ai-recorder-price-availability • Stop Touching Your Keyboard. Use This AI-Powered Microphone Instead wired-ai · 2026-08-27 · https://www.wired.com/story/relay-q-voice-to-text-ai-app/ 【AI Agent】 • Claude开始接管物理世界，能用机械臂阻拦5000万美元打款了 36氪 · 2026-08-28 · https://www.36kr.com/p/3958795323276424 • 突发：OpenAI首次公开入侵Hugging Face完整报告 36氪 · 2026-08-27 · https://www.36kr.com/p/3957341440588928 • 小扎不死心Manus“自研”了一个，但模型用的Claude…… 36氪 · 2026-08-27 · https://www.36kr.com/p/3956972917603717 • big x-sama · 2026-08-26 · https://www.x.com/sama/status/2092519459135095147 【💰 财经动态】 • 英伟达二季度营收利润同比翻倍，CFO抛出70%增长新指引 36氪 · 2026-08-27 · https://www.36kr.com/p/3957380273159302 • 长鑫科技首次公开发行超额配售选择权全额行使：新增发行 10.03 亿股，将用于存储器晶圆制造量产线技术升级改造等 IT之家 · 2026-08-26 · https://www.ithome.com/0/994/719.htm • 商汤 2026 年上半年首次盈利：归母净利润 6.07 亿元同比扭亏转盈 IT之家 · 2026-08-26 · https://www.ithome.com/0/994/744.htm • 好消息，DeepSeek营收暴涨10倍，7个月营收4.75亿，API毛利82.9% 36氪 · 2026-08-27 · https://www.36kr.com/p/3957687679450496

📋 今日要闻 · 2026-08-26 【AI 基础设施】 • SpaceX to use NVIDIA GPUs for its Starmind project — Here's what they'll face in engadget · 2026-08-25 · https://www.engadget.com/2243934/spacex-use-nvidia-gpu-for-starmind-project/ • AI Trade at Risk From US Voter Ire Over Buildout, Barclays Says bloomberg-tech · 2026-08-25 · https://www.bloomberg.com/news/articles/2026-08-25/ai-trade-at-risk-from-us-voter-ire-over-buildout-barclays-says • Tesla loses another top chip engineer to ex-Dojo startup DensityAI electrek · 2026-08-24 · https://electrek.co/2026/08/24/tesla-chip-engineer-shishuang-sun-densityai/ • Nuclear Power Demand Driven by AI, Hyperscaler Companies, Says TerraPower CEO bloomberg-tech · 2026-08-24 · https://www.bloomberg.com/news/videos/2026-08-24/nuclear-power-demand-driven-by-ai-says-terrapower-ceo-video • 最高主频 5GHz 全球移动端最快，高通下一代骁龙旗舰平台 CPU 技术公开 IT之家 · 2026-08-25 · https://www.ithome.com/0/994/203.htm 【大模型】 • Ilya新模型要来了？投资人爆料：今年最重要的发布 36氪 · 2026-08-25 · https://www.36kr.com/p/3954832606510208 • AI 竞赛升温：曝 OpenAI 已预训练 Bel 模型：超 10T 参数，冲击通用人工智能 IT之家 · 2026-08-25 · https://www.ithome.com/0/994/296.htm • AI Firms Debate Putting Cyber Tests Online After Model Hacks bloomberg-tech · 2026-08-25 · https://www.bloomberg.com/news/articles/2026-08-25/ai-firms-debate-putting-cyber-tests-online-after-model-hacks-mt8wy555 • 突发，DeepSeek宣布周末全天谷价，以后周末上班更划算？ 36氪 · 2026-08-23 · https://www.36kr.com/p/3951308056099972 【具身智能模型】 • Index is our answer to the data problem: the largest useful robot training datas x-figure · 2026-08-25 · https://www.x.com/Figure_robot/status/2092305277223891279 • By the numbers: → While in stealth, we crossed 264,000 app downloads → Uploadin x-figure · 2026-08-25 · https://www.x.com/Figure_robot/status/2092305015075729587 • We've now collected data in 108 countries to date Here's a global map of our co x-figure · 2026-08-25 · https://www.x.com/Figure_robot/status/2092304775035662813 • The data needed to scale a truly general purpose robots doesn't exist on the int x-figure · 2026-08-25 · https://www.x.com/Figure_robot/status/2092304596278694350 【智能驾驶】 • Waymo Expands Driverless Rides to EU with Germany Debut in 2027 bloomberg-tech · 2026-08-25 · https://www.bloomberg.com/news/articles/2026-08-25/waymo-expands-driverless-rides-to-eu-with-germany-debut-in-2027 • Tesla ‘Robotaxi’ sold a 66-minute 2.3-mile ride and left a rider 3 miles from hi electrek · 2026-08-24 · https://electrek.co/2026/08/24/tesla-robotaxi-failing-fans-texas/ • 岚图泰山 X8、FREE+ / 知音乾崑版等车型推华为乾崑智驾 ADS 5 大版本升级 IT之家 · 2026-08-25 · https://www.ithome.com/0/994/258.htm • 广汽领程联合新石器开发的首款无人车 X6 下线，拥有 6 立方米装载空间 IT之家 · 2026-08-25 · https://www.ithome.com/0/994/201.htm 【AI 消费硬件与脑机】 • 古尔曼：苹果智能家居显示屏仍有望于今年推出 IT之家 · 2026-08-25 · https://www.ithome.com/0/994/292.htm • V社透露将于 9 月 14 日开启 Steam VR 促销活动，届时有望公布 Steam Frame 头显更多信息 IT之家 · 2026-08-25 · https://www.ithome.com/0/994/301.htm • 华为 MatePad Pro 13.2 英寸 2023 款等平板推送 HarmonyOS 6.1.0.135 升级，AI 修图沾色功能增强 IT之家 · 2026-08-25 · https://www.ithome.com/0/994/250.htm • Piston V 迷你主机开启众筹：自带 4 英寸圆形触控屏、AMD 锐龙 AI 9 365 处理器 IT之家 · 2026-08-25 · https://www.ithome.com/0/994/291.htm 【AI Agent】 • Free accounts can now access ChatGPT's upgraded task scheduling tool engadget · 2026-08-25 · https://www.engadget.com/2244194/free-accounts-can-now-access-chatgpts-upgraded-task-scheduling-tool/ • McGraw Hill CEO Philip Moyer on AI’s Impact in Education bloomberg-tech · 2026-08-25 · https://www.bloomberg.com/news/videos/2026-08-25/mcgraw-hill-ceo-philip-moyer-on-ai-s-impact-in-education-video • Instinct’s powerful AI assistant is raising privacy and security concerns techcrunch-ai · 2026-08-24 · https://techcrunch.com/2026/08/24/instincts-powerful-ai-assistant-is-raising-privacy-and-security-concerns/ 【💰 财经动态】 • Stability AI, maker of image generator Stable Diffusion, raises $76 million in f techcrunch-ai · 2026-08-25 · https://techcrunch.com/2026/08/25/stability-ai-maker-of-image-generator-stable-diffusion-raises-76-million-in-fresh-funding/ • Korean AI Startup Wrtn Raises Funds at $870 Million Value to Fund Global Growth bloomberg-tech · 2026-08-25 · https://www.bloomberg.com/news/articles/2026-08-25/korean-ai-startup-wrtn-raises-funds-at-870-million-value-to-fund-global-growth • Alibaba Drops, SoftBank Bond Sale, Bitcoin Rally | Stock Movers bloomberg-tech · 2026-08-24 · https://www.bloomberg.com/news/videos/2026-08-24/alibaba-drops-softbank-bond-sale-stock-movers-video • Apple Cuts Jobs as It Reprioritizes Around AI bloomberg-tech · 2026-08-24 · https://www.bloomberg.com/news/videos/2026-08-24/apple-cuts-jobs-as-it-reprioritizes-around-ai-video