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星期一

  1. Chips and Cheese

    Hot Chips 2026:对话 IBM 双 ISA z/ 架构与 Arm 设计团队

    IBM 在 Hot Chips 2026 首次披露下一代 z/Architecture 处理器,同时支持 z/Architecture 与 Arm 两套指令集,采用共享解码流水线加独立解码器,并复用 TLB、缓存和物理寄存器堆等大型结构。该设计在加载存储单元内用硬件完成大小端转换,并保持强序内存模型,Arm 的 TSO 位实际不起作用。IBM 称 Arm 软件生态快速扩张,可让相关负载贴近关键业务数据与事务运行。

    s talked about beyond just next-generation Telum, is your next-generation Spyre—so not Spyre 2, but next-generation Spyre. You guys have added HBM to that. I know that there was a Meta paper, I believe about two or three years ago, talking about how many errors HBM would sort of not create, but would have. IBM is all about ultra-reliability. How are you guys sort of dealing with that new memory that may have higher errors? Christian Zoellin: I’m actually not familiar with the details of that. Ar

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星期日

  1. SemiAnalysis

    SemiAnalysis:多数 neocloud 安全不达标,实测发现跨租户 RCE

    SemiAnalysis 在 ClusterMAX 3.0 测试中对 25 家 neocloud 的 32 个集群做了约 4 个月安全审计,发现大量公开已知漏洞导致的跨租户元数据泄露、容器逃逸提权和跨租户 RCE,受影响数据涉及银行、电信、高校、研究机构和某国情报机构。文章还统计了 Nvidia 驱动、CUDA、PyTorch、Kubernetes、Docker 等组件的季度 CVE 数量,认为目前尚看不到 AI 显著推高漏洞披露的证据,并给出 InfiniBand 安全密钥、BlueField DPU 的 RShim 接口、多租户 Grafana 等具体配置建议。作者同时发布 cmax audit security 命令,供用户自查集群软件版本是否低于公开安全公告的最低版本。

    t: cmax audit security for a free report from us on your cluster or standalone GPU machine. The cmax CLI will auto-detect Slurm clusters, Kubernetes clusters, standalone VMs, bare-metal machines, and containers, and compare them against a set of baseline software versions with known vulnerabilities. For anything out of date, you will be provided a link to the relevant documentation and security bulletin. To be clear, this is a small subset of our ClusterMAX testing, and even a small subset of th

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星期六

  1. LMSYS Blog

    SGLang 用 SSD Expert Pack 在消费级硬件上运行 DeepSeek-V4-Flash 与 Kimi-K3

    SGLang 发布 SSD Expert Pack 方案,把放不进显存和内存的路由专家权重留在 NVMe SSD 上,只按路由器选择读取专家,并用 direct I/O、pinned 缓冲和 GPU 缓存把 SSD 容量变成可用的权重层。在 Intel Ultra5 230F、32 GB 内存、TiPro9000 2 TB 磁盘和 RTX 5090 32 GB 的消费级机器上,DeepSeek-V4-Flash 相对 Ollama 基线在 Alpaca 和 MMLU 上 prefill 提升 2.28x 和 3.39x,decode 提升 6.92x 和 6.55x;Kimi-K3 相对 llama.cpp 的 prefill 提升 6.96x 和 5.80x,decode 提升 3.30x 和 3.52x。该路径不裁剪、不跳过专家,也不改变 Expert Top-K,属于显式开启的加载格式,需要额外 SSD 容量和数十分钟的 Pack 构建时间。

    ry unavoidable cache miss. Why native GGUF cannot directly use expert-level O DIRECT Native GGUF is a tensor-oriented model container, not an expert-oriented direct-I/O store. Its metadata and tensor payloads are organized around individual tensors, and a single expert's gate, up, and down weights may be separated across file regions or across multiple shards. The original loading path commonly uses a parser, mmap, or buffered file reads, so the application sees pageable page-cache-backed mappin

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星期五

  1. Ed Zitron 长文 / Where’s Your Ed At

    批评者指南:NVIDIA 循环融资分析(上篇)

    Ed Zitron 分析 NVIDIA 围绕 AI GPU 销售形成的循环融资关系,认为其投资部分客户的做法同时创造了硬件销量和算力需求。他指出数据中心硬件贡献 NVIDIA 超过 90% 的收入,并称超大规模云厂商约占其 GPU 销售额的 50% 至 60%。本篇聚焦该融资模式为何尚未破裂、其局限,以及最新季度财报暴露的实质性风险。

    Create demand for AI compute for its customers NVIDIA has succeeded in doing the first primarily by selling these GPUs to hyperscalers like Amazon, Google, Microsoft, Oracle, and Meta, who make up somewhere between 50% and 60% of its GPU sales depending on which analyst you ask. The rest comes from a mixture of unnamed “sovereign AI customers” and “neoclouds” — companies that exist to raise debt, buy NVIDIA GPUs, and put them in data centers to rent to theoretical AI customers. Per Vivek Arya o

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  2. Newcomer 新闻长文

    Nvidia 正在支撑 AI 经济,这会成为问题吗?

    Nvidia 凭借高额利润、密集并购和客户贷款担保,正同时成为 AI 经济的技术与金融引擎。文章以其收购 Hugging Face 和 Poolside 多数团队、投资行业公司及支持客户融资为线索,分析 Nvidia 扩张如何加深行业依赖,并让它与自研芯片和模型的主要客户形成竞争。

    Jonathan Weber's avatar

    an 20% and dented the SaaSpocalypse story. Space tech investing is white hot. America’s Generalist and China’s Dogotix raised big rounds as investors swarm to the robotics sector. Meta agreed to pay up to $17.1 billion and make changes to its products to settle a lawsuit from state AGs — and put the screws to its competitors in the process. Y Combinator draws the FTC chair’s ire with a snarky DEI tweet. The Main Item After a remarkable few weeks of blowout earnings, multi-billion-dollar acquisit

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  3. Hugging Face

    Open ASR Leaderboard 首次纳入全球南方语言:Monsoon 数据集发布

    Hugging Face 的 Open ASR Leaderboard 首次加入全球南方语言,新增 Monsoon 数据集,覆盖印度英语和印地语共四个 split。该数据集按地理、年龄、性别、词汇、设备、声学环境、语音类型、语速和多份有效转写九个维度设计,印度英语公开集覆盖 30 个邦和联邦属地的 428 个本土地区,涉及 315 至 582 种设备型号,单一型号占比不超过 2.1%。印地语集因拼写变体多,采用 lattice 形式给出可接受的多种拼写。

    ecords occupation, education, marital status, income band, handset brand, current city and years in the current district. Five clips from the public Indian English split, with the metadata each one carries: 29-year-old woman, West Tripura, Tripura. Student, samsung SM-G781B. 32-year-old woman, Satna, Madhya Pradesh. Unemployed, samsung SM-E146B. 22-year-old man, Rohtas, Bihar. Student, motorola moto g54 5G. 27-year-old woman, Warangal, Telangana. Unemployed, vivo V2247. 57-year-old man, Puducher

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  4. LMSYS Blog精选

    LMSYS 公开 infer-forge:围绕 SGLang 的 Harness、Loop 与 Graph 工程方法

    LMSYS 发布 infer-forge 方法论文,介绍围绕 SGLang 的推理工程系统,由 MonoRepo、Harness、Task Loop 和 Task Graph 四层结构组成,用于让跨仓库的推理优化工作可复现、可验证。该系统为内部工程系统,并非 SGLang 或 LMSYS 官方组件,目前不开源,文章公开的是构建方法论,供团队交给 AI 编码工具并结合自身系统上下文搭建适配实现。文中给出使用记录:一位工程师 4 月至 7 月的在飞任务峰值从 2 个升至 9 个,DeepSeek-V4-Pro 服务项目中 38 个可独立验证的任务节点被组织成任务图。

    The inference deployment space stacks five layers of static configuration. Model shows Ling, Qwen, DeepSeek, Kimi, GLM, and MiniMax. Serving Scenario runs Modality (text, image, video) into Traffic Shape (input and output length, media count, resolution, QPS, concurrency, cache reuse) into SLO (TTFT, TPOT, throughput, E2E latency). Serving Topology separates Deployment Architecture—Colocated PD, PD Disaggregation, and EPD Disaggregation, each listing the node roles it is built from — Prefill and Decode together, then Prefill and Decode as separate roles, then Encoder alongside them — from Parallelism—TP, PP, DP, and EP—because the two are chosen independently. Versioned Runtime Profiles is a stack of tabbed cards labelled Service A rev. 12, Service B rev. 7, and Service C rev. 21, plus a fourth paler card behind them all, blank and showing only its top edge, whose narrow tab carries an ellipsis for the profiles not drawn, the front card holding an Engine Configuration and a Container I

    Harness Engineering for Self-Improvement, Lil'Log, July 4, 2026; Boye Niu et al. — Flow: Modularized Agentic Workflow Automation, arXiv:2501.07834, 2025; Andy Xu and Yu-Wing Tai — Meta-Agent: From Task Descriptions to Verified Multi-Agent Systems, arXiv:2605.25233, 2026; Ao Li et al. — GraphFlow: A Graph-Based Workflow Management for Efficient LLM-Agent Serving, arXiv:2605.22566, 2026; Sydney Runkle and Harrison Chase — 3 Years of Graph Engineering with LangGraph, LangChain, July 22, 2026; Nelso

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  5. Anthropic News

    Anthropic 开放 Model Hardware Standard 研究预览,让 AI 智能体操作实验硬件

    Anthropic 面向首批科研实验室与先进制造厂商开放 Model Hardware Standard(MHS)研究预览,这是一套让 AI 智能体安全操作物理设备的共享规范,可并行驱动显微镜、液体处理机和机械臂等仪器。MHS 通过标准化驱动把硬件集成时间从数周或数月缩短到数小时甚至数分钟,兼容任何具备可编程接口的设备,且与模型无关,智能体可通过 MCP 等标准协议接入。Anthropic 表示正与科学、机器人、电子和制造领域伙伴共建安全评估与最佳实践,之后再将该标准开源。

    sly involved seven different vendor programs without a shared interface. A few nights of disrupted sleep are enough to cause widespread impairment: altered cognition, dysregulated metabolism, a weakened immune system. If this goes on long enough, sleep loss can even prove fatal. Yet we still don’t fully understand why. Part of the reason sleep is so hard to study is that it isn’t localized to any one organ. Because sleep is a whole-animal state, developing a mechanistic understanding of it requi

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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。

    unny bit about this deal. If you read the fine print in the addendum, Google doesn’t have to buy the shares. The exercise of converting the vested shares happens on Google’s own timetable, and it can wait until August 18, 2033 to do it if it feels like it. The next day, if Google doesn’t exercise its rights, for instance if the shares fall below the floor that was set at $206.58 per share, the shares vanish. Poof! I doubt very much that Google will do that, wanting both influence on the Marvell

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  2. Ben's Bites

    Ben's Bites:ChatGPT Work 新增登录流程,Claude Chat 与 Cowork 共享记忆

    ChatGPT Work 推出新的登录流程:智能体遇到登录页时会暂停并弹出表单,用户在其中输入用户名、密码和 2FA 验证码,这些信息不进入聊天,而是直接传给云端浏览器,登录状态可保留供后续任务使用。Claude Chat 与 Cowork 现已共享记忆,但仍与 Claude Code 的记忆相互独立。此外,OpenAI 的新芯片 Jalapeño 在三个开源模型上实现每瓦 1.5-1.9 倍工作量、延迟降低 1.7-3.6 倍,年底开始部署。

    ast Friday’s post . Three new-ish models to look at: GLM-5.3-Flash - The reveal of the Ox Alpha secret. It’s a great open-source alternative for GPT-5.6-Luna. Muse Image is now in Meta’s API. Generate or edit images at $0.01 per image. Gemini 3.5 Transcribe - New model from Google for audio transcription. It’s quite pricey, but makes way fewer errors than other models. OpenAI’s new chip Jalapeño beats Nvidia’s Blackwell chips on both speed and efficiency. Across three open models, its first infe

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  3. Cohere 产品与研究博客精选

    Cohere 发布企业文档解析模型 Parse

    Cohere 推出视觉语言模型 Parse,将多模态企业文档转换为结构化数据,现已通过 Cohere API、Model Vault、Microsoft Foundry 和 AWS SageMaker 正式提供。Parse 支持九种主要语言,能够识别表格和嵌入图片并输出 Markdown,在 ParseBench 的三个评测维度中得分 79.2。Cohere API 定价为每 1,000 页 $1.50,8 H100 GPU 节点的处理速度为每秒 36 页。

    not a transcription failure; Chart scores extraction of numerical data series from chart images into structured tables. Our model treats charts as visual elements with descriptive metadata, not as data-extraction targets. This is a product scoping decision — chart data extraction is planned for the next Parser version On the three dimensions that align with our product goals — Tables, Text Content, and Text Formatting — we report full results. These cover the structured transcription and semanti

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  4. Johann Rehberger / Embrace The Red精选

    研究者用模块遮蔽攻击链绕过 Claude Code Opus 5 Auto Mode

    安全研究者 Johann Rehberger 发布针对 Claude Code Opus 5 Auto Mode 的攻击链,通过诱导 Claude 改用 curl 下载 ZIP、拒绝运行其中的二进制解码器后自行编写 Python 解码器,再借由压缩包内恶意 struct.py 的模块遮蔽触发代码执行,小样本下攻击成功率最高达 80%。Anthropic 委托第三方评测曾给出 Opus 5 在 Auto Mode 下 0.00% 的提示注入攻击成功率,作者指出该评测只覆盖固定的 72 个场景各跑 10 次,其攻击链不在其中。Anthropic 将该报告关闭为 Informative,称 Auto Mode 是尽力而为的便利功能而非安全保证,真正的边界是操作系统隔离与网络出口控制;作者建议在容器、虚拟机或系统沙箱中运行无人值守的编码智能体并限制网络出口。

    allow-listed IPs. The website presents itself as a small archive of notebook records. Those notebook records however are in a ZIP archive. The archive contains plausible catalogue metadata, dates, checksums and seven short records about the development of the theory of language. The wrapper gives Claude a legitimate reason to investigate the material. 1. Move Claude from WebFetch to Bash Claude initially uses the WebFetch tool to retrieve the contents of the page. The WebFetch tool itself appear

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  5. Linear:Now

    Linear 如何用 StyleX 改造 React 应用的样式系统

    Linear 通过超过 1,000 个 PR,将 React 应用从 styled-components 迁移至 StyleX,并以 codemod、AI 智能体和人工判断共同推进。测试显示,移除运行时样式注入后,重视图页面的主线程 CPU 工作减少约 20% 至 35%,中端设备速度提升约 30%。团队还通过 lint 规则、仓库级检查器和迁移追踪工具,约束样式接口、合并优先级及主题安全。

    Rows of white pixelated grid patterns on a black background, transitioning from dense solid blocks on the left to sparse scattered squares on the right.

    gave us static extraction and strong type safety. But its API felt more fragmented, and the separation between component and style files did not fit how we like to work. StyleX by Meta gave us a better balance. Styles stay colocated with components, the API is small, and style resolution is deterministic. It also gives us type-safe styling contracts and makes it deliberately harder to reach into a component and restyle it from the outside. Those constraints come with tradeoffs. Migrating from th

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  6. NVIDIA Developer · Generative AI

    NVIDIA COMPASS 如何用 AI 智能体训练跨形态机器人导航策略

    NVIDIA 发布 COMPASS(Cross-Embodiment Mobility Policy via Residual RL and Skill Synthesis)框架,通过强化学习把预训练的 X-Mobility 策略适配为特定机器人和环境的残差专家策略。该流程由编码智能体驱动,自动完成环境校验、场景准备、冒烟测试、残差训练、checkpoint 评估与运行时打包,并在场景验收、单环境冒烟测试和 checkpoint 晋升处设置人工审批门。参考实现使用 Boston Dynamics Spot 四足机器人,覆盖内置仓库、SAGE-10K 生成场景和 NVIDIA Omniverse NuRec 重建场景三条路径,评估指标包括到达目标率、跌倒率和行进时间。

    he SAGE-10K dataset contains 10,000 generated indoor scenes across 50 room types. It is a scene dataset, not a policy or simulator. Each scene provides geometry, materials, layout metadata, and a preview. Living room and warehouse scenes follow the same preparation path, so select one suitable candidate instead of downloading the entire dataset. The SAGE-10K path includes two human approval gates. First, inspect the converted USD in NVIDIA Isaac Sim and confirm geometry, materials, scale, and co

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  7. Google Research

    GlucoFM:Google Research 推出连续血糖监测基础模型

    Google Research 发布 GlucoFM,一个轻量级自监督连续血糖监测(CGM)基础模型,采用双流设计分离缓慢血糖趋势与短期波动。它在 109,066 小时无标注 CGM 数据上预训练,14 项队列-任务评估中平均 PR-AUC 达 58.8,比最强 GluFormer 变体高 5.8 个百分点,并在餐后血糖响应预测中取得最低 MAE。

    Overview diagram of the GlucoFM framework detailing data preprocessing, JEPA-style pre-training architecture, and clinical forecasting applications.

    model that models slower glucose trends and short-term deviations in separate streams, producing transferable representations and setting new performance standards across diverse metabolic prediction tasks, including diabetes risk assessment, insulin resistance, beta-cell dysfunction, and post-prandial glycemic response. Consumer wearables use motion and physiological sensors to estimate activity and sleep, but these signals provide only an indirect view of glucose regulation. Continuous glucos

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星期三

  1. Pydantic AI 官方文章

    2026 年最佳 LLM 评测工具:Pydantic Logfire 居首

    Pydantic 官方文章将 Pydantic Logfire 列为 2026 年最佳 LLM 评测工具,它把共享评测工作区与生产 tracing 结合,评测分数与遥测共用同一记录额度、不单独收取 score 费用。文章按分数落点、计费单位、许可证、OpenTelemetry 可移植性等五项标准对比了七款工具,价格与许可证均于 2026 年 8 月 26 日核对。

    Bill Easton avatar

    pute a score. Offline evals run a fixed dataset through your system deliberately. A dataset is a reusable collection of cases, each with an input, an optional expected output, and metadata. One run of the system over that dataset is an experiment, and you compare experiments to each other to find out whether a change helped. Our datasets and experiments guide describes the model in more detail. Online evals attach evaluators to real production traffic, usually sampled, and score requests nobody

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  2. Pydantic AI 官方文章

    2026 最佳提示词管理工具盘点:Pydantic Logfire 居首

    Pydantic AI 官方文章对比了 2026 年主流提示词管理工具,将 Pydantic Logfire 列为综合最佳,因其在服务端处理版本晋升、按比例放量和定向投放,并把实际服务的版本记录到运行 trace 上。文章按版本管理、标签晋升、放量与定向、数据集评估、提示词送达应用五个维度评测,并给出 Langfuse、LangSmith、Braintrust、PromptLayer、Agenta、Helicone 的适用场景。Logfire 自托管仅限 Enterprise 方案,Langfuse 与 Agenta 可免费自托管。

    Bill Easton avatar

    retention. Braintrust is closed source, and its self-hosting model is hybrid: the data plane runs in your cloud while the control plane, including the web UI, authentication, and metadata, stays with Braintrust. Pick it when the release gate is an eval suite and Pro is already in the budget. 5. PromptLayer: for non-engineers who own the prompt text The prompt registry is built for people who do not deploy code. Versions carry commit messages, release labels like prod and staging decide what run

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  3. MIT News · Artificial Intelligence

    MIT 开发 CrysVCD 框架,提高 AI 生成晶体材料的稳定性

    MIT 研究人员开发 CrysVCD 框架,在材料生成前引入化学价态约束,使近 70% 的计算材料生成通过严格的晶格动力学稳定性测试。该方法与材料生成模型协同工作,生成稳定材料的效率较事后筛选方案提高一个数量级;经稳定性指标微调后,生成晶体材料的机械稳定性和亚稳态比例分别达到 68% 和 85%。

    materials after they’re generated. When fine-tuned on stability metrics, their approach produced crystalline materials that achieved 68 percent mechanical stability and 85 percent metastability, which measures if a material stays in a stable state when undisturbed. The researchers then used their approach to generate material candidates with high thermal conductivity and easy polarization in an electric field. “These are materials useful for the semiconductor industry and high thermal conductivi

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  4. Google Developers Blog

    Google Cloud 在 Cloud TPU 上为长上下文多模态嵌入推理提供企业级精度

    Google Cloud 将原生 TPU 支持集成进 vLLM,并以 Qwen3 Embedding 系列为目标模型完成多项优化,使嵌入推理可处理 4K+ token 文本和 15K+ token 多模态输入。TPU 输出与 XPU 参考基线的余弦相似度达到文本 ≥0.999、多模态 ≥0.995,官方已在 AI-Hypercomputer 公共仓库开源 Qwen3-Embedding-8B 的部署与评测 recipe。

    ed Prefill in the pooling layer to prevent High Bandwidth Memory (HBM) exhaustion, creating risk of state loss across step boundaries. We engineered a hybrid StepPool and migrated metadata to CachedRequestState, ensuring pooling states correctly accumulate across steps and survive request preemptions. vLLM Embedding Sample on TPU Below is a minimal example demonstrating how to initialize Qwen3-Embedding-8B on TPU. For complete setup scripts and environment deployment steps, refer to the official

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  5. LMSYS Blog精选

    Qwen3.8-Flash-Next 开源,SGLang 提供 day-0 支持

    Qwen 团队开源 Qwen3.8-Flash-Next,这是一个多模态 MoE 模型,也是 Qwen4 架构的早期预览,SGLang 联合 Qwen、NVIDIA、AMD 提供 day-0 支持。模型主模型 125B 参数,另有 51B N-gram Embedding,每 token 激活 6B 参数,共 48 层,其中 36 层 GDN 线性注意力、12 层 QSA 稀疏注意力,MoE 使用 512 个专家、top-10 路由。SGLang 侧给出 NVFP4 量化 checkpoint、N-gram Embedding 主机内存卸载、Gated Residual 的 FlashInfer 算子以及 MTP 索引复用等优化,在 B200 TP4 下 NVFP4 checkpoint 配合 MTP 在 batch size 1 时解码达 540 tok/s。

    Qwen3.8-Flash-Next Architecture

    cted original K/V, and dispatches to TRTLLM-Gen on Blackwell or packed FlashAttention otherwise. The indexer can overlap the main Q/K/V projection on a second CUDA stream, and the metadata paths are CUDA-graph compatible. A QSA layer runs an indexer that picks which tokens to attend, then a sparse attention over exactly those tokens. The second stage has a fixed token budget; the first scores its query against all ⌈L/4⌉ compressed blocks, so beyond a few thousand tokens the indexer, not the atte

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