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星期二

  1. SiliconANGLE

    Workday 将 Sana 设为 AI 驱动 HR 与财务的新主页

    Workday 在 Workday Rising 大会上宣布,智能体体验 Sana 成为新的 Workday Home,员工可直接通过 Sana 完成工作,并推出可处理入职、休假和密码请求的 Sana Concierge。Sana 还能借助 TypeSafe AI 的 Jev 模型按员工角色生成表单、日历等交互应用。Workday 同时发布 Work Intelligence 与 Decision Intelligence 两个平台,并同意收购智能体身份平台 C1.ai(ConductorOne)。

    rovides a place to see and manage agents. It will go beyond registering agents to also govern what they can access across Workday and other enterprise systems. Image: SiliconANGLE/Microsoft Designer Support our mission to keep content open and free by engaging with theCUBE community. Join theCUBE’s Alumni Trust Network, where technology leaders connect, share intelligence and create opportunities. 15M+ viewers of theCUBE videos, powering conversations across AI, cloud, cybersecurity and more; 11

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  2. SiliconANGLE

    Cisco 的 OCP 信号:网络已成 AI 关键路径,开放是入场券

    Cisco 在 OCP 全球峰会上发布首款面向 400-gigabit-per-lane 信令的可插拔光模块 USFP,单模块带宽达 12.8 Tbps,约为现有主流模块带宽密度的四倍,并与 TE Connectivity、Amphenol 推动多源协议标准化。Cisco 同时推出首批 Silicon One G300 系统、G302 机架顶部芯片和带外管理平台,并将 Live Protect 运行时安全能力引入 SONiC。

    mature neoclouds are now closely examining SONiC. Cisco is betting it can win on silicon, optics, systems engineering and support while letting customers choose what runs on top. Microsoft running Silicon One P200 systems in production and Alibaba deploying its in-house router on the P200 at massive scale suggest that bet is paying off. Being open doesn’t hurt Cisco; it expands its addressable market. A Cisco that requires its full stack can sell only to customers that want it. A Cisco that is

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  3. Computerworld

    Workday 发布基于 Sana 的默认首页与四个自动执行智能体

    Workday 在 Workday Rising 大会上发布基于 Sana 的默认首页 Workday Home,把任务、决策、会议和智能体活动集中到一处,并可按角色实时生成表单、日历和审批卡片。同时推出 Sana Concierge 员工服务入口,以及招聘、薪酬、会计、合规四个自动执行智能体,可在用户离线时按心跳运行。Workday Home 已可用,Sana Concierge 面向早期采用客户开放,预计 2027 年第一季度全面可用。

    as financial closing or preparation of workforce plans by HR. Sana also works within other AI tools and platforms including Anthropic Claude, Google Cloud’s Gemini Enterprise, and Microsoft Copilot, as well as within Microsoft Teams and Slack. But, Workday said in its announcement, “third-party AI tools and platforms never get raw access to Workday data — they can now access this data through Sana, and Sana does the reasoning, applies each company’s own permissions, approvals, and policies, and

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  4. Fortune AI

    Hachette CEO 警告:AI 走捷径正在造就“更差的 C-suite

    Hachette CEO David Shelley 警告,过度依赖 AI 写邮件、做摘要会让高管出现沟通危机,并“钝化大脑”,最终造就“更差的 C-suite”。General Assembly 与 Ezra 调查显示,68% 的英美领导者用 AI 总结文档,58% 用它起草邮件;2025 年 MIT Media Lab 研究发现,用 ChatGPT 写文章的一组大脑参与度最弱。

    o-thirds (68%) of leaders in the U.S. and U.K. turn to AI to summarize documents, and 58% use it to draft emails, according to a survey by General Assembly and coaching firm Ezra. Microsoft executive VP Ryan Roslansky uses AI to help write almost every “high-stakes” email he sends. Microsoft CEO Satya Nadella relies on AI agents to digest his inbox and prepare him for meetings. Meanwhile, Meta’s Mark Zuckerberg is reportedly building an AI clone of himself that is trained on his tone and manneri

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  5. Tomasz Tunguz 博客

    Theory 2026 AI 实践调查:安全成首要痛点,45% 团队跨模型路由查询

    Theory 第二届 AI in Practice Survey 调查 455 名资深技术构建者,43% 将安全与治理列为最重要痛点,较去年第六位升至第一,但仅 10% 认为安全工具当前最有价值。45% 团队跨模型路由查询,其中 23.7% 用自训练路由器、21.5% 用商用路由器;259 个用智能体写代码的团队中 62% 将沙箱托管在 Cloudflare,56% 用 BI 工具分析智能体表现,48% 用编码智能体读取生产日志。

    e spreadsheet as the enterprise software equivalent : unglamorous, near-impossible to eliminate, & present in almost every environment, just like spreadsheets. See Tardigrade. ↩︎ Get the next one in your inbox The 1-minute read that turns tech data into strategic advantage. Read by 150k+ founders & operators. Related Posts Microsoft Resells the Frontier The $112 Billion Quarter The 12x Bet on AI GP at Theory Ventures. Former Google PM. Sharing data-driven insights on AI, web3, & venture capital.

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  6. Testing Catalog

    AI 日报:Meta 发布 Muse Wonder,微软推出 Maia 300

    Meta 发布首个前沿模型 Muse Wonder,上线 Meta Model API 与 Muse Code,定价 $4/$20 每百万输入/输出 token;最高推理版本 Muse Wonder Full 仅面向 Muse Code 订阅者,不上 API。微软发布第三代自研 AI 推理芯片 Maia 300,2027 年投产;SpaceXSI 推出覆盖 Grok、Cursor 和 X Premium 的 X Subscription,月费 $8/$30/$100/$200。

    emium $30, Super $100 and Ultra $200 per month. ANTHROPIC 🔥: - Claude Opus 5.5 is reportedly sometimes routing to a newer Anthropic checkpoint with stronger coding and 3D outputs. MICROSOFT 🔥: - Microsoft announced Maia 300, its third-gen in-house AI inference chip, rolling out to production in 2027. OPENAI 🔥: - Codex got another global usage-limit reset on Day 8. - OpenAI reopened applications for its Codex Ambassador program. NVIDIA 🔥: - NVIDIA is opening its Vera Rubin architecture to the Ope

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  7. InternLM 原创项目

    InternLM 发布 XTuner V1:面向超大规模 MoE 模型的新一代训练引擎

    InternLM 发布 XTuner V1,一款专为超大规模 MoE 模型设计的新一代 LLM 训练引擎。它支持最高 1T 参数 MoE 训练,200B 模型无需专家并行、600B 模型仅需节点内专家并行,并可在 64k 序列长度下训练 200B MoE 模型而无需序列并行;官方称其首次让 200B 以上 MoE 的 FSDP 训练吞吐超过传统 3D 并行方案,在昇腾 A3 Supernode 上的训练效率超过 NVIDIA H800。

    unity. We extend our sincere gratitude to the following pioneering projects: Training Engine: Torchtitan - A PyTorch native platform for training generative AI models; Deepspeed - Microsoft's deep learning optimization library; MindSpeed - Ascend's high-performance training acceleration library; Megatron - NVIDIA's large-scale transformer training framework Reinforcement Learning: XTuner V1's reinforcement learning capabilities have been enhanced through insights and best practices from: veRL -

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  8. SiliconANGLE

    Mitel WX 押注统一通信下一阶段:赢在一线现场,而非会议室

    Mitel 推出 Mitel Workforce Experience(Mitel WX),把语音、消息、会议、联络中心和垂直应用整合进一个按角色而非设备自适应的客户端。Mitel 委托 Vanson Bourne 对约 2000 名员工调查显示,57% 的工人因在平均 7 个工具间切换而浪费时间,79% 在需要快速行动时会选择语音。该产品 11 月起初步可用,完整平台预计 2027 年推出,支持公有云、混合云、私有云、本地和边缘部署,并可在客户自有网络上推送通知。

    majority of channel partners. No illusions there.” That honesty is welcome, and integration depth will determine how quickly Mitel WX moves beyond early adopters. Finally, there’s Microsoft Corp. Teams and Zoom Communications Inc. Mitel frames Mitel WX as complementary to both for knowledge workers. That’s sensible given the share those two vendors hold, but it means WX must win on the frontline against health care specialists and the frontline offerings from the big platforms. Mitel has a real

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  9. ZDNET · Artificial Intelligence

    2026 年最佳手机推荐:iPhone 18 Pro、三星 Galaxy S26 等七款机型实测对比

    ZDNET 在实测 2026 年各大手机后,将 iPhone 18 Pro 评为综合最佳手机,起售价 1,199 美元,搭载 A20 Pro 芯片与可变光圈摄像头,视频播放续航最高 36 小时。榜单还涵盖三星 Galaxy S26 系列、Google Pixel 11 等共七款机型,其中一款起售价 599 美元并提供七年系统更新。

    ming laptop; Best laptop under $1000; Best laptop for video editing Is Temu legit? Everything to know before placing an order; How to screen record in Windows 10 or 11; How to use Microsoft Designer’s Image Creator; How to find out if an AirTag is tracking you; How to turn on private DNS mode on Android; How to record a call on iPhone How to download YouTube videos for free; How to create a drop down list in excel; How to upgrade your incompatible Windows 10 PC to Windows 11; How to screen mirro

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  10. Computerworld

    Tether 用免费 AI 弥合智能鸿沟

    Tether 推出仅 800 万参数的免费开源模型 TranslatePsy-AfriSLM,支持 19 种撒哈拉以南非洲语言的机器翻译,小到可在多数智能手机上运行。Tether 还开发了无云 AI 平台 QVAC,通过 QVAC Fabric 的 SDK 或 QV.AC 应用集成开源语言模型,可在现成 GPU、笔记本和手机上直接推理、训练与个性化,无订阅费、无供应商依赖。Tether CEO Paolo Ardoino 称公司早已不再把自己视为加密公司,而是基础设施提供商。

    . AI should be the great equalizer, but is it? AI brings a powerful technology to the global population, currently around 17.8% of the world’s working-age population, according to Microsoft’s Global AI Diffusion report . However, access to its benefits remains uneven. Economies with the largest quarter-over-quarter gains in AI adoption include the United Arab Emirates, with Singapore and the North Atlantic following behind. Despite a growing wealth and intelligence gap, with barriers around cost

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  11. 钛媒体 · AGI

    谷歌给Agent发工牌:企业AI的下一站不是AGI,是标准主权

    谷歌云在Gemini at Work 2026大会发布Gemini agent,用户给目标后它跨Workspace与第三方应用自主拆任务、编排子Agent,长任务可在云端跑数天,仅在花钱、发信、删数据等节点找人确认,目前面向企业客户私有预览,未公布商用时间与定价。作者用结果标准、过程标准、迭代方向三层框架衡量,认为该产品在治理层给出独立企业身份、审计日志与预算上限,但迭代方向标准仍由人设定,因此企业级不等于AGI级。文中还对比微软Agent 365、Devin与国内信创要求,指出Agent之争长期比的是谁定义做好、谁审计过程、谁承担责任。

    歌没有答错的空间。 四、博弈:五个角色,抢的是同一样东西——验收权 看清结构,牌桌上每个人的位置就清楚了。 谷歌是主机厂:管总装、品控、渠道,不造每个零件。底座上模型可替换,恰恰因为它判断真正的资产在模型下面那一层。 微软是另一种主机厂,把"门禁"做到最硬。据微软公开产品信息,Agent 365于2026年5月1日正式商用,单独订阅约15美元/用户/月;纳入Microsoft 365 E7"Frontier Suite"后套件价约99美元/人/月,组合通常涵盖E5、Copilot、Agent 365与Entra相关能力。微软依托Entra身份体系为Agent分配身份、权限与生命周期管理。 微软未必让Agent最聪明,但负责让每个Agent有身份证、进不了不该进的门。 OpenAI和Anthropic是发动机厂:推理与代码最锋利,一边把模型装进别人的底座,一边又不甘心只当零件。Salesforce、ServiceNow守着业务数据主权:Agent可以来,但客户关系和工单语义不走。 再往下,四大会计事务所、头部医院、律所握着最后一层——行业数据与"老师傅标准",这层谁都拿不走,因为标准本身

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星期三

  1. Fortune AI

    Centene CEO:医疗 AI 最大的机会不在自动化,而在改变护理方式

    Centene CEO Sarah London 在 Fortune Most Powerful Women Summit 上表示,当前大规模部署的医疗 AI 多属“通胀型用例”,只加快计费、自动化文书,未必降低护理成本。她认为更大机会在于把护理下沉到社区、让患者更多掌控自身护理,从而真正压低成本曲线。Centene 在 29 个州运营 Medicaid 计划,服务 2600 万会员。

    ugh its sale, and held senior finance roles at DigitalOcean, where he helped the company navigate its IPO. He also held finance roles supporting the cloud businesses at Amazon and Microsoft. Anne Giviskos was appointed CFO of MoonPay, a financial technology company Giviskos most recently served as interim CFO and chief accounting officer at Navan, an AI-powered business travel and expense platform. She previously held executive roles at the New York Stock Exchange and Euronext. Big Deal Nearly e

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  2. CNET

    Google 发布 Gemini 4 Argon,面向编码、数学与机器人

    Google 发布 Gemini 4 Argon,并称已在内部用于软件工程、网络安全与研究。据其博客,Gemini 4 被用于优化 Python 代码库、发现并修补安全漏洞,还让开源 Gemma 模型的任务速度提升三倍,并参与机器人研究,帮助人形设备理解现实物理环境。Google 表示 Gemini 4 通过了白宫新模型自愿审查流程中的安全框架检查。

    Google’s AI Image Generator Too Good? Pixel 11 vs. Pixel 11 Pro vs. Pixel 11 Pro XL: Google’s Latest Phones Compared The Latest from Katelyn Can Vibe Coded Apps Replace Adobe and Microsoft? These AI Apps Hope So; You Can Use Gemini 4 Argon Now: Google’s New AI Is Built for Coding, Math and Robotics; How Microsoft Is Trying to Keep Your AI Agents Contained Google’s Demis Hassabis Puts a Hopeful Spin on AI’s Environmental Impact I Put the Oppo Find X10 Pro’s Camera to the Test. These Are the Resu

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  3. Databricks Blog

    Databricks 首次入选 Gartner 分析与 BI 平台魔力象限,获评 Visionary

    Databricks 首次进入 Gartner 分析与商业智能(ABI)平台魔力象限,获评 Visionary,并在所有受评厂商中取得最高的“Completeness of Vision”评分之一,成为该报告 20 多年历史上首发表现最好的厂商。Databricks 将这一成绩归因于数据与 AI 平台融合、智能体分析以及以语义为核心三大趋势,并称 Genie 与 AI/BI 让智能体直接基于 lakehouse 中完整、受治理的数据工作。

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    key trends, understand what changed and why, and decide what to do about it instantly. By bringing insights directly to where you work—whether that is through mobile apps, Slack, Microsoft Teams, or custom AI assistants—we are truly putting data in the hands of everyone in the company. We are grateful to the thousands of customers who have partnered with us to push the limits of what is possible with their data. Being named a Visionary with the highest debut performance in the history of the Ga

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

    Ed Zitron 长文质疑 AI 公司年化收入与 GPU 租赁数据

    Ed Zitron 在长文中指出,OpenAI 与 Anthropic 等公司使用的年化收入(annualized run rate)缺乏明确时间区间和计算口径,无法反映真实营收。他引用公开合同与财报称,AI 初创公司以低于成本的价格转售 token,其收入高度依赖持续融资,而 GPU 长期租赁的实际价格也远低于公开指数报价。

    consumption-based revenue, plus recurring monthly subscription revenue, they added. OpenAI, meanwhile, counts only its own cut of proceeds from arrangements with partners such as Microsoft. The $70bn figure reported in September arose from attempts by investors to compare Anthropic and OpenAI performance on a like-for-like basis, according to a person close to OpenAI. However, OpenAI described the $70bn as a “net” revenue metric when it was approached by the FT at that time. Back in August, Ant

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  5. Pragmatic Engineer

    如何构建有韧性的 AI 驱动软件,并为故障做好准备

    Sam Newman 在《Building Resilient Distributed Systems》中给出 AI 时代系统韧性方案:用 RPO 和 RTO 量化灾备目标,并采用备份恢复、pilot light、warm failover、多站点 active-active 等模式。针对 AI 驱动软件,他建议多模型、多供应商、成本透明并定期评估供应商,同时关注模型变更带来的可观测性挑战。

    isions. It can also help you spot egregious overspend. Uber recently revealed that it had burned through its entire annual AI budget in just the first four months of the year, and Microsoft announced it was pulling Claude licenses from its employees, due in part to cost, apparently.5 These stories might cause one or two raised eyebrows, but they pale in comparison to the recent (admittedly unsubstantiated) report from Axios that an unnamed enterprise company spent $500 million on Claude licenses

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  6. CNET

    在 Google 账号中关闭 AI 功能会失去什么:Gmail 优先排序、日历事件提取等

    Google 允许用户在账号设置中关闭 Google Workspace 智能功能及其他 Google 产品的智能功能,从而大幅减少 Gemini 在 Gmail、Drive、Docs、Sheets 和 Slides 中的 AI 功能。但代价是同时失去 Gmail 优先排序、Google 日历从 Gmail 提取事件以及 Google 个性化搜索等既有功能。AI Overviews 无法被完全关闭,可通过禁用 Google Labs 实验或在搜索词后加“-ai”来减少出现。

    off, you can also set up a Google Search web filter. And of course, you can always use a different search engine or web browser. The Latest from Blake Anthropic, Google and Mistral Unveil Their Latest AI Models: What’s New and Why It Matters; Shopped With CVS Online? You Could Be a Part of a $20.5M Settlement; Anthropic and OpenAI Drop New High-Efficiency Models Can Vibe Coded Apps Replace Adobe and Microsoft? These AI Apps Hope So No Man’s Sky Headlines Apple’s New Wave of iPhone and iPad Games

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星期一

  1. Rohan Paul

    微软将自研 Maia 芯片作为产品主要推理系统,2027 年起部署 Maia 300

    Satya Nadella 宣布微软将把自研 Maia 芯片扩展至多吉瓦部署,成为自家产品与服务的主要推理系统,并发布第三代加速器 Maia 300。微软称 Maia 300 每瓦 token 数比领先的 GPU 系统高 40%,一个整机架在 167kW 内集成 96 个加速器、27.6TB HBM,token 吞吐量最高可达 Maia 200 机架的 7 倍。Maia 200 已在 Teams 和 Copilot 中承担生产流量,每瓦 token 数最高为领先 GPU 基础设施的 1.7 倍;Maia 300 采用多 chiplet 设计,每颗芯片配 8 组 HBM4、峰值带宽 18.0 TB/s、TDP 950W,并支持增强的 MXFP4 以压缩 KV cache。据报微软正与 TSMC 洽谈 2027 年交付超过 30 万颗 Maia 300,该数字仍在谈判中。

    Satya Nadella officially announced that Microsoft will make its in-house Maia chips the primary inference system for its products, scaling to multiple gigawatts. This will make it less reliant on NVIDIA hardware, and Maia 300 is meant to replace AMD chips too, not only Nvidia. The key claim is 40% more tokens per megawatt than leading GPU-based systems A full rack packs 96 accelerators into 167kW with 27.6TB of HBM, and Microsoft claims it delivers up to 7x the token throughput of a Maia 200 rac

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  2. BBC Technology

    英国 AI 大臣警告网络防御很可能被突破,拟用 AI 加强防护

    英国 AI 大臣 Kanishka Narayan 在记者会上表示,英国网络防御被突破“很可能,甚至不可避免”,并提到 6 月一起失控 OpenAI 智能体入侵澳大利亚政府网站的事件。他表示政府计划用先进 AI 应对威胁,此举将建立在两个已识别并修复政府系统 1000 多个漏洞的试点之上,同时英国将研究通过《网络安全与韧性法案》加强严重 AI 事件的识别与报告。Narayan 还称,近几周政府已与美国合作,为英国 AISI 保留在最强 AI 模型发布前获取访问权。

    The move was viewed at the time as a blow to AISI - which has been championed by the UK government and its partners for advancing open, constructive and collaborative AI testing. Microsoft president Brad Smith recently told the BBC the institute had helped cement the UK as the country best-placed to drive forward global regulation. On Monday, Narayan said that in the last few weeks, the government had worked with the US "to retain access for Britain's AISI to the most powerful AI models before

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  3. Computerworld

    IDC:PC 价格将高企至 2027 年底

    IDC 预计 PC 价格在 2027 年底前不会回落,内存与零部件成本上涨、供应受限叠加地缘政治和全球经济不确定性,2026 年第三季度全球 PC 出货量同比下滑 20.1%。联想以 1490 万台、23.8% 份额居首(同比降 22.6%),HP 出货 1030 万台降 30.9%,Dell 760 万台降 25%,Apple 590 万台降 11.3%。AI PC 占比上升,微软称已达出货量 40%,HP 上财季为 46%,但多数 AI 工作仍在云端,企业正重新考虑三到四年的换机周期。

    es. That’s partially because PC makers are passing higher memory and component costs on to customers, Gold said. Many new PCs have AI hardware accelerators and qualify as AI PCs . Microsoft CEO Satya Nadella at an event last week said AI PCs accounted for 40% of PC shipments. HP said on its earnings call that AI PCs made up 46% of its PC shipments in the fiscal quarter that ended July 31. The big question is whether AI PCs have any utility. HP is rolling out its own on-device AI software, called

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