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星期五

  1. The Next Platform

    Nvidia 以 129 亿美元收购 Hugging Face

    Nvidia 将以 129 亿美元收购开源 AI 平台 Hugging Face,交易预计在 2027 年上半年完成,尚待监管批准。Hugging Face 目前拥有超过 1800 万开发者和 20 万家企业用户,托管 300 万个模型、100 万个应用和 50 万个数据集。Hugging Face CEO Clément Delangue 表示,公司主动接洽 Nvidia,原因是开源 AI 社区规模扩张所需资源已超出自身能力。

    the open source AI community had grown to the point that continuing to support as it scaled required more resources than Hugging Face had. In an interview with CNBC, he pointed to Anthropic’s upcoming IPO, which some reports indicate could raise as much as $130 billion. As we have pointed out before, there are very few companies that can afford to frontier train AI models and give them away, but as the very existence of Hugging Face clearly demonstrates, there are plenty of developers who can tr

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星期四

  1. The Next Platform

    拆解 Google 与 Marvell 传闻中的 1200 亿美元芯片合作

    Marvell 在 8-K 文件中披露与 Google 扩大定制芯片合作,涉及 AI 推理加速器、存储控制器、网络接口控制器、内存接口控制器和近存计算等接入 TPU 生态的项目。报道称 Google 获得 5897 万股 Marvell 认股权证,按每 5 亿美元对 Google 销售额分批归属,全部归属后约占 6.3% 股份,但 Google 可推迟至 2033 年 8 月 18 日再行权。双方均未回应有关代号 Merope 的 LPU 芯片传闻,文件另提到代号 Kestrel 的产品需在 2027 年 11 月 10 日前完成认证。

    covering the gamut inside of its servers and networks. This gear is used in Google Cloud, and some of it will no doubt appear in TPU systems being sold to the likes of OpenAI and Anthropic. The increasing share of the rise in market cap that Google will gain – presuming, of course, there is one – is a kind of rebate on paying Marvell to do chip shepherding. Google pays real money for the chippery and gets a kind of funny money that strengthens its balance sheet back, and that helps Google be be

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星期五

  1. The Next Platform

    Google 重组 Gemini 模型团队,Jeff Dean 离职创办 Discovery Loop

    Google 对 AI 部门高管进行调整,Jeff Dean 在任职 27 年后离职,创办用 AI 自动化科研流程的初创公司 Discovery Loop,并带走 Sanjay Ghemawat、Quoc Le 和 Oriol Vinyals 三名核心研究员,Google 对该公司进行了投资。Demis Hassabis 转任 DeepMind 董事长并接任 Google 首席科学家,Koray Kavukcuoglu 出任首席 AI 架构师、负责 Gemini 模型。文章还提到 5 月发布的旗舰模型 Gemini 3.5 Pro 原预期 6 月交付,目前仍未上线且未给出交付时间。

    jumped ship amid what seems to be a constant game of musical chairs across top model researchers for the past two years. Moreover, Google’s top-end Gemini model is falling behind Anthropic’s Claude and OpenAI’s GPT GenAI models – even though Google invented the transformer model that underpins all GenAI models – with its flagship Gemini 3.5 Pro model, which was announced in May and expected to ship in June still not available and no delivery date been given. “We have to accelerate all this work

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星期四

  1. The Register

    微软 2026 财年 Q4 营收 900 亿美元,Azure 增长 43%

    微软公布截至 6 月 30 日的 2026 财年第四季度财报,营收 900 亿美元,同比增长 18%,盘后股价上涨超过 7%。Microsoft Cloud 营收 593 亿美元,同比增长 27%,Azure 营收增长 43%,Microsoft 365 Copilot 付费用户数环比增长 50%,付费席位超过 3000 万。本季度资本支出达 410 亿美元,同比增长 70%,CFO Amy Hood 称其中约三分之二为 CPU 和 GPU 等短周期资产。

    r the quarter came to $40.6 billion (+18 percent). And net income was $35.8 billion (+31 percent), for diluted earnings per share of $4.81 (+32 percent). Microsoft's investment in Anthropic accounted for a gain of about $3.2 billion this quarter. MORE CONTEXT NOAA ditches weather-predicting supercomputers for Google Cloud; Big vacuum is watching as robo-cleaners put humans behind the wheel; Uncle Sam sees the light, offers GlobalFoundries $300M to pursue silicon photonics while taking 1% stake;

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星期五

  1. The Register

    欧盟要求 Google 向竞品开放 Android AI 与搜索数据

    欧盟委员会宣布两项规格决定,要求 Google 允许第三方 AI 助手在 Android 上被语音激活并代用户操作应用,同时向其他搜索引擎和 AI 聊天机器人共享经匿名化处理的搜索数据。Google 全球事务总裁 Kent Walker 称这些决定会削弱隐私与安全护栏,并指出搜索数据仅做假名化而非完全匿名。搜索数据共享要求自 2027 年 1 月起生效,AI 互操作部分自 2027 年 7 月起生效。

    areer Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play invoice tennis with startup's $17,600 Claude bill; Starlink's plan to avoid orbital near-misses: Ephemeris sharing; Shai-Hulud worm makes jump to AI infrastructure with

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星期三

  1. DevClass

    Zig 作者称 Bun 用 Claude 完成的 Rust 重写是未经审查的劣质代码

    Bun 创始人 Jarred Sumner 上周宣布用约 50 个 Claude Code 工作流、11 天将 Bun 从 Zig 移植到 Rust,生成超百万行 Rust 代码,按 API 定价估算花费约 16.5 万美元,并通过了 Bun 超百万条断言的测试套件。Zig 作者 Andrew Kelley 发文批评这是未经审查的劣质代码,认为 Bun 长期存在激进发版、错误处理差和技术债问题,并质疑若测试套件无法发现 Zig 代码中的 bug,又如何能保证百万行未经审查的 Rust 代码质量。Zig 项目此前以不接受 AI 贡献为由,拒绝了 Bun 团队提交的改进。

    AI/ML An AI rewrite of a popular Anthropic-owned JavaScript runtime and toolchain has sparked praise for the speed of its execution, but also criticism of the coding practices behind the project itself. Last week, Bun creator Jarred Sumner announced that he ported Bun from the Zig programming language to Rust in only 11 days, using a fleet of Claude agents running in parallel. The work cost an estimated $165,000 at API pricing, suggesting that software revisions previously considered too large t

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星期四

  1. The Register

    Godot 重写贡献政策,禁止 AI 生成代码提交

    开源游戏引擎 Godot 团队宣布正在重写贡献政策,禁止几乎所有的 AI 贡献,理由是大量疑似 AI 生成的 pull request 涌入,且重度 AI 用户无法理解自己的代码、难以回应审查反馈。新贡献者(合并 PR 不超过 3 个)提交新功能或重大重构需先获得维护者明确许可,贡献讨论须保持人类对人类的沟通,AI 辅助仅限代码补全、正则、查找替换等琐碎用途且须在 PR 中披露。自主智能体提交或 vibe coding 内容仍会被 GitHub 仓库自动封禁,政策尚未正式修订,发布时间未定。

    areer Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play invoice tennis with startup's $17,600 Claude bill; Starlink's plan to avoid orbital near-misses: Ephemeris sharing; Shai-Hulud worm makes jump to AI infrastructure with

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星期五

  1. The Register

    安大略审计发现医生AI记录工具频繁出错

    加拿大安大略省审计长办公室对20家获批AI Scribe系统进行评估,发现9家系统编造了录音中未讨论的信息并给出治疗建议,12家写入错误药物信息,17家遗漏患者心理健康的关键细节。报告还指出评分权重失衡,是否在安大略本地设有机构占30%评分,而医疗记录准确性仅占4%,偏见控制、威胁与隐私评估各占2%。OntarioMD建议医生手动复核AI记录,但获批系统均无强制确认功能。

    areer Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play invoice tennis with startup's $17,600 Claude bill; Starlink's plan to avoid orbital near-misses: Ephemeris sharing; Shai-Hulud worm makes jump to AI infrastructure with

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星期三

  1. The Register

    OpenAI 总裁庭审称今年将烧掉 500 亿美元算力

    OpenAI 联合创始人兼总裁 Greg Brockman 在周二庭审证词中表示,公司预计到今年年底将在算力上烧掉 500 亿美元,该数字此前由 Bloomberg 报道。文章指出,亚马逊、Nvidia 和软银 2 月宣布的 1100 亿美元投资中至少 800 亿美元附带条件,例如 OpenAI 需租用 2 吉瓦亚马逊 Trainium 加速器并在 AWS 部署 GPT 模型才能拿到 500 亿美元中的 350 亿美元,Nvidia 的 300 亿美元投资则与 5 吉瓦训练和推理算力部署挂钩。

    areer Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 12.8 Tbps in a single optical pluggable TOP STORIES Anthropic asks users to stop being mean to Claude; '123456' password linked to Denmark data breach affecting 8.8M people; Microsoft and Anthropic play invoice tennis with startup's $17,600 Claude bill; Starlink's plan to avoid orbital near-misses: Ephemeris sharing; Shai-Hulud worm makes jump to AI infrastructure with

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星期四

  1. Suno:Blog精选

    Suno 回应唱片公司诉讼:称诉讼在事实和法律上均站不住脚

    Suno 就大型唱片公司提起的诉讼作出回应,称该诉讼在事实和法律上均存在根本缺陷,是唱片公司选择诉讼而非创新的又一例。Suno 表示其模型通过类似人类学习音乐风格与模式的方式创作新音乐,训练数据来自公开互联网上的中高质量音乐,并称诉讼发生时公司正与 RIAA 主要唱片公司成员进行富有成效的讨论。目前已有超过 1200 万人在使用 Suno 以新方式参与音乐创作。

    The Future of Music

    id, Suno gets better the more our AI learns. We train our models on medium- and high-quality music we can find on the open internet — just as Google's Gemini, Microsoft's Copilot, Anthropic's Claude, OpenAI's ChatGPT, and even Apple's new Apple Intelligence train their models on the open internet. The timing of this lawsuit was somewhat surprising. When this lawsuit landed, Suno was, in fact, having productive discussions with a number of the RIAA's major record label members to find ways of exp

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