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星期四

  1. SiliconANGLE

    ScaleFlux CEO:液冷之外,AI 内存与存储才是瓶颈

    ScaleFlux 联合创始人兼 CEO Hao Zhong 在 AI Data Pipeline Forum 上表示,GPU 和 TPU 性能过去八年提升近 1000 倍,但外部 DRAM 与 SSD 组成的数据管道未能跟上,内存和存储正成为未来 AI 的瓶颈。ScaleFlux 今年推出两款控制器芯片,分别面向 PCIe Gen 6 SSD 和 Compute Express Link 内存,用于第二、三级数据管道。随着 AI 从训练转向推理和智能体负载,系统需要更多数据就近可用。

    enser racks and liquid cooling to keep that hardware running. The data pipeline that feeds those processors has not kept up, and expensive compute ends up waiting on memory and storage. That gap is getting more attention as AI infrastructure bottlenecks become central to data center planning. The fix is to rethink the external memory and storage tiers behind the GPU, according to Hao Zhong (pictured), co-founder and chief executive officer of ScaleFlux Inc. “GPU and TPU performance has been adva

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  2. SiliconANGLE

    Descope 发布 Agentic Identity Hub 3.0,治理企业内部影子 AI 智能体

    Descope 推出 Agentic Identity Hub 3.0,针对员工自行搭建或引入的“影子 AI 智能体”,通过 Agent Onboarding Portal 让每个智能体在审批后拥有明确责任人和限定权限。新版本原生集成 MCP 网关(含开源项目 agentgateway),为所有智能体与 MCP server 提供统一身份与策略层,并支持用私钥签署短时断言替代静态客户端密钥。该平台目前管理数百个 MCP server 和超过 100 万个智能体身份。

    f industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations. LATEST STORIES North.cloud bags $60M in funding to help businesses keep runaway cloud costs in check Perplexity AI open-sources its secure AI agent sandbox SPACE 8 insights fr

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  3. SiliconANGLE

    Proofpoint 为 MSP 推出 Microsoft 365 风险仪表盘、Teams 培训与 AI 助手

    Proofpoint 为 MSP 平台上的 Microsoft 365 安全产品新增四项功能:Tenant Risk Exposure 仪表盘按租户展示匿名访问与非活跃访客账号风险并支持手动或自动修复,邮件 AI 判定附带解释,安全培训延伸至 Microsoft Teams 并由 AI 教练 AI.MY 出题,另在 Proofpoint 365 Total Protection 控制面板内置 AI 助手。这些功能计划于第四季度推送,覆盖 12,000 多家 MSP 及其 125,000 多个客户。

    f industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations. LATEST STORIES North.cloud bags $60M in funding to help businesses keep runaway cloud costs in check Perplexity AI open-sources its secure AI agent sandbox SPACE 8 insights fr

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  4. SiliconANGLE

    ServiceNow 推出 AI Passport 智能体管控与 EmployeeWorks 员工自动化工具

    ServiceNow 发布 AI Passport,一种经加密签名的凭证,用于定义 AI 智能体的身份、可执行操作、可访问系统与责任人,并通过 AI Control Tower 平台签发,支持跨智能体、工具和厂商传递权限。EmployeeWorks 更新引入第三代员工 AI harness,员工无需编码即可拖拽配置 Productivity Assistants 与 Productivity Routines;ToolSmith 基于超过 75,000 个 API 训练。AI Passport、影子 AI 检测和 AI Cost Management 将于本季度晚些时候可用。

    oyee, for example, could automate reviewing upcoming meetings, researching prospects and assembling account materials before the workday begins. “There’s no coding required. It’s drag and configure and deploy all within these guardrails,” said Bhavin Shah, senior vice president of ServiceNow’s employee experience group. For developers, the new ToolSmith environment builds tools and integrations from natural-language instructions. ServiceNow said ToolSmith is trained on more than 75,000 applicati

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  5. SiliconANGLE

    亚马逊发布 Bee 两款 AI 可穿戴设备,可听取对话并辅助购物

    亚马逊发布 Bee 品牌两款 AI 可穿戴设备,腕带 Frontier 售价 75 美元,信用卡大小的磁吸配件 Eclipse 售价 100 美元,订阅费约每月 12 美元。设备通过听取对话和连接 Gmail、Google Calendar、Microsoft Outlook、Apple HealthKit 等应用生成对话摘要、记忆与建议,并可接入 Alexa+ 和亚马逊购物获取个性化推荐。亚马逊称处理后的音频会被删除、转录内容采用设备控制的加密,但隐私倡导者质疑旁观者无法选择是否被录音。

    f industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations. LATEST STORIES North.cloud bags $60M in funding to help businesses keep runaway cloud costs in check Perplexity AI open-sources its secure AI agent sandbox SPACE 8 insights fr

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  6. SiliconANGLE

    Cerebras 首席战略官:智能体工作流让速度成为刚需

    Cerebras 首席战略官 Andy Hock 在 AI Data Pipeline Forum 上表示,智能体工作流让速度成为整类 AI 应用能否存在的前提,最快的 token 将决定下一阶段 AI 平台的胜负。Cerebras 的 Wafer-Scale Engine 面积超过传统处理器 50 倍,公司称其推理性能比基于 GPU 的竞品平台快 10 到 15 倍。Hock 称过去两个月基础模型实验室与企业已从 tokenmaxxing 转向追求每个 token 的价值最大化,用户发现最快的 token 价值最高。

    e’re seeing is that our end users are actually finding the greatest value out of the fastest tokens.” Here’s the complete video interview, part of SiliconANGLE’s and theCUBE’s coverage of the AI Data Pipeline Forum: ( Disclosure: ScaleFlux sponsored this segment of theCUBE. Neither ScaleFlux nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.) Photo: SiliconANGLE A message from John Furrier, co-founder of SiliconANGLE: Support our mission to keep content open and f

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  7. SiliconANGLE

    nFOX Lab 推出 LLM 管理平台,并计划开源安全沙箱 Blockhouse

    AI 治理初创公司 nFOX Lab 发布 nFOX Platform,用于在自有基础设施上评估、部署和监控大语言模型,并计划以 Apache 2.0 许可证开源安全沙箱 Blockhouse。Blockhouse 在 Linux 内核层默认移除权限,支持 vLLM、SGLang 和 llama.cpp 推理引擎,用 SHA-256 哈希校验模型文件完整性。nFOX Platform 现已可用,Blockhouse 处于面向合格企业的 beta 测试阶段。

    f industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations. LATEST STORIES North.cloud bags $60M in funding to help businesses keep runaway cloud costs in check Perplexity AI open-sources its secure AI agent sandbox SPACE 8 insights fr

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  8. 9to5Mac

    John Ternus 谈 iPhone Duo:早期折叠机“廉价又糟糕

    苹果 CEO John Ternus 在 TIME 采访中谈及 iPhone Duo,称 2010 年代其他厂商的早期折叠机“廉价又糟糕”。他早在 2011 年就与五名工程师提交了折叠设备专利,并鼓励团队坚持自研,最终采用定制聚合物表面与含 100 多个精密内部组件的铰链,首批用户称几乎看不出折痕。他还提到 Apple Intelligence 依赖 Gemini 技术,以及 Siri AI 的独特优势。

    nd of cheap and crappy.” The drive to achieve a foldable unlike its competitors is evidenced by a story from Richard Dinh, Apple’s VP of Product Design. Along the way, Ternus encouraged the team to invest more time and effort in the project, even as other foldables beat them to market. Dinh says that at one point, he asked Ternus whether his team should proceed with a top surface material similar to those of its competitors, which Dinh felt had flaws but was potentially good enough. “And he was

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  9. 9to5Mac

    Apple SVP Greg Joswiak:我们不觉得 OpenAI 硬件计划构成威胁

    Apple 全球营销高级副总裁 Greg Joswiak 在 TIME 采访中回应 OpenAI 的硬件计划,称“我们并不感到威胁”,理由是 Apple 能实现硬件、软件与服务的整合,从而做出比任何人都更好的体验。他表示 Apple 的目标不是追逐超级智能的 AI 狂热者,而是为普通人打造个性化、保护隐私的 AI。

    Income work and be allotted for? View all comments Joswiak also implies that perhaps OpenAI’s products won’t have as broad appeal as Apple devices do. From the story’s very next paragraph: Joswiak adds that Apple isn’t making products for the die-hard AI believers chasing superintelligence. “We love them, and they can use it too, but that’s not our target,” he says. “It’s how to make it better for everyday people.” This sort of split between the average person and the AI enthusiast is also highl

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星期五

  1. SiliconANGLE

    Nvidia 发布 Nemotron 3.5 系列模型,覆盖服务器到端侧智能体

    Nvidia 发布 Nemotron 3.5 系列模型,包括开源的 120B 参数 Super VL、面向本地运行的 Bolt 74B-A9B 24GB,以及本月晚些时候推出的 Bolt E4B 4GB。Super VL 与 Nemotron Coalition 合作构建,支持指令跟随、工具调用、多步业务流程和视觉理解,Nvidia 称其能力接近自家最大推理模型而体积仅为五分之一,输出速度约为同类模型的近五倍。Bolt 74B-A9B 采用混合 MoE 架构,每次激活 74B 中的 9B 参数,并用 2-bit 量化装入 24GB 内存,可在企业工作站或 PC GPU 上本地完成写代码和调试等任务;Bolt E4B 4GB 面向 GeForce RTX、Jetson 和 RTX/GTX Spark 等边缘设备。Nvidia 同时在 Hugging Face 开放智能体工具调用、金融、指令跟随、长上下文、安全、公平性和视觉语言理解等数据集。

    f industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations. LATEST STORIES North.cloud bags $60M in funding to help businesses keep runaway cloud costs in check Perplexity AI open-sources its secure AI agent sandbox SPACE 8 insights fr

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  2. SiliconANGLE

    台积电第三季度业绩超预期,但股价因 AI 板块抛售下跌 2%

    台积电第三季度营收 463.6 亿美元、净利润 235.7 亿美元,同比增长 69%,均超华尔街预期,但股价仍下跌 2%。此次下跌源于 AI 股票整体抛售,三星和 SK 海力士跌幅超 8%,英特尔一度下跌 6.6%。台积电高性能计算业务贡献 68% 营收,3 纳米制程占销售额 33%,2 纳米制程营收占比已从三个月前的 3% 升至 8%。

    f industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations. LATEST STORIES North.cloud bags $60M in funding to help businesses keep runaway cloud costs in check Perplexity AI open-sources its secure AI agent sandbox SPACE 8 insights fr

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  3. SiliconANGLE

    Vinci4D 用物理驱动 AI 加速芯片仿真,称比传统工具快 1000 倍

    Vinci4D 推出物理驱动 AI 仿真软件平台,让工程师在设计变更后一天内即可运行仿真,而非等待两周,并称其速度最高可达传统仿真工具的 1000 倍且精度更高。该软件已在 AMD 的 MI355x 上运行推理,用于分析 PCB、芯片封装和 3D 堆叠集成电路;AMD Ventures 也参与了其本月完成的 2.5 亿美元 B 轮融资,估值 15 亿美元。

    e set of us will come together to create a next level of pace at which the innovation will push out.” Here’s the complete video interview, part of SiliconANGLE’s and theCUBE’s coverage of SEMICON West: ( Disclosure: TheCUBE is a paid media partner for the SEMICON West event. Neither Vinci, the sponsor of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or SiliconANGLE.) Photo: SiliconANGLE A message from John Furrier, co-founder of SiliconANGLE: Support

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  4. SiliconANGLE

    AI 智能体如何让 40 年历史的 PostgreSQL 重获新生

    pgEdge 联合创始人兼 CEO Phillip Merrick 表示,AI 编程智能体的快速崛起让 PostgreSQL 成为“智能体生成应用的默认数据库”,需求激增。据 Databricks 数据,AI 智能体现在创建了 80% 的企业数据库。PostgreSQL 凭借可扩展架构(如 pgvector 扩展)让向量存储与检索增强生成能力无需另建数据库引擎,pgEdge 则推出 Starfleet 平台和 AI DBA Workbench 来应对数据库数量激增与管理人力有限的问题。

    f industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations. LATEST STORIES North.cloud bags $60M in funding to help businesses keep runaway cloud costs in check Perplexity AI open-sources its secure AI agent sandbox SPACE 8 insights fr

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  5. SiliconANGLE

    Meta 开放 816B 参数模型 Muse Spark Open,面向编码与智能体任务

    Meta 发布 Muse Spark Open 的开放权重,该模型自 4 月首发以来一直闭源,此次面向编码和长时间运行的智能体任务开放。模型总参数 816B,每个 token 仅激活 42B,提示词可混合文本、图像、音频或视频,上下文窗口最高 100 万 token。在 Meta 自己的基准表中,Muse Spark Open 在 JobBench 智能体测试得 61.8 分,高于 Thinking Machines Lab 的 Inkling(31.1)和 Nvidia Nemotron 3 Ultra(27.2);编码测试 Terminal-Bench 2.1 得 76.4,低于 Kimi K3 的 85、GLM 5.3 和 Qwen3.8;工具调用 MCP-Atlas 得 89.2,高于 Meta 列出的所有对手。权重采用新的 Muse Model License,开发者适配或内置到自有软件中不收费,但将其作为托管服务出售且 12 个月总收入超过 2000 万美元的公司需另签协议,产品需标注 Built with Muse Spark Open,禁止军事和关键基础设施用途。发布时有 7 家推理服务商提供托管访问,权重可从 Hugging Face 及 AWS、Google、Microsoft 的模型目录下载。

    f industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations. LATEST STORIES North.cloud bags $60M in funding to help businesses keep runaway cloud costs in check Perplexity AI open-sources its secure AI agent sandbox SPACE 8 insights fr

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  6. SiliconANGLE

    Proofpoint 以 63 亿美元现金收购数据安全公司 Varonis

    Thoma Bravo 旗下的 Proofpoint 同意以约 63 亿美元现金收购数据安全公司 Varonis,每股 49.75 美元,较报道前股价溢价 52%。交易预计 2027 年上半年完成,届时 Varonis 将从纳斯达克退市,合并后公司将服务超过 1.6 万家企业。Proofpoint 称 Varonis 的数据映射与访问控制将与其邮件、协作和数据防泄漏产品整合为统一平台。

    f industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations. LATEST STORIES North.cloud bags $60M in funding to help businesses keep runaway cloud costs in check Perplexity AI open-sources its secure AI agent sandbox SPACE 8 insights fr

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  7. SiliconANGLE

    Mueon 获 6500 万美元融资,开发 3D 计算模块

    数据中心硬件初创公司 Mueon 完成 6500 万美元 A 轮融资,由 Maverick Silicon 领投,Intel 风投部门、Oregon Venture Fund、Wellington Capital、IQT 等参投。该公司由前 Intel 工程师 Wilfred Gomes 和 Jack Hwang 创立,正在开发名为 Cubelet 的 3D 服务器架构,将计算与内存组件垂直堆叠,号称能效与成本效率可达现有硬件的 10 倍,并支持显卡和 Arm CPU。资金将用于招聘工程师、改进系统设计,同时开发让客户运行主流 AI 框架的软件。

    published last year, Mueon investor Oregon Venture Fund described Cubelets as “Legos for the data center.” The post stated that a Cubelet module includes not only computing and storage modules but also the auxiliary hardware they need to operate reliably. That includes interconnect, power delivery and thermal management equipment. Thermal management is a major challenge in 3D computing systems. One source of complexity is that processors and memory chips often have different maximum operating te

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  8. SiliconANGLE

    Perplexity 开源智能体安全沙箱 SPACE

    Perplexity AI 将其智能体安全沙箱 SPACE 开源,开发者可用它隔离运行 AI 智能体,CoreWeave、Akamai 和 Crusoe 等合作伙伴已开始部署。SPACE 为每个智能体提供独立虚拟机,具备隔离代码执行、暂停与恢复、会话分支以及沙箱外管理网络访问和平台凭证等能力。Perplexity 工程师 Zibi Braniecki 称,团队用 9 个前沿模型在 SPACE 中做了 118 次越狱尝试,均未成功,而同样的测试在其他专有沙箱中出现了逃逸。

    f industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations. LATEST STORIES North.cloud bags $60M in funding to help businesses keep runaway cloud costs in check 8 insights from LogicMonitor’s Elevate event: AI-driven observability move

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  9. SiliconANGLE

    LogicMonitor Elevate 大会:AI 驱动可观测性的 8 个洞察

    LogicMonitor 在芝加哥 Elevate 大会上展示 AI 驱动可观测性如何走向自主 IT,其 Edwin AI 帮助 GlobalFoundries 将告警噪音减少 98%。公司内部四个月内实现 95% 员工采用 ChatGPT,首年员工创建超 2000 个自定义 GPT,AI 销售助手每周为员工节省半天工时。

    hat engineering teams can understand operational trade-offs behind the problem.” Nashawaty spoke with technology executives, customers and partners during the event. TheCUBE’s coverage explored how Edwin AI, OpenTelemetry, application dependency mapping and governed automation are changing enterprise operations. Conversations also addressed the growing importance of digital experience monitoring, the changing role of managed service providers and the practical challenges of moving AI from experi

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  10. SiliconANGLE

    North.cloud 获 6000 万美元 B 轮融资,帮企业管控失控的云与 AI 成本

    North Cloud Holdings Inc. 完成 6000 万美元 B 轮融资,由 PeakSpan Capital 领投,资金将用于开发其自主财务运营平台、扩展第三方集成并扩大营销。其平台通过 TokenFlow 统一 AI 模型用量、归因、预算与算力成本数据,实现自动化 FinOps;近期发布的 North v3 新增对 Microsoft Azure 的支持,并原生集成 Snowflake 及 OpenAI、Anthropic 的 AI 模型。早期客户 AssemblyAI、Atlan、Tines、SnapLogic 和 Emplifi 已合计节省 4 亿美元云与 AI 基础设施成本,目前其代管云支出接近 20 亿美元。

    ompany’s cloud and data costs are likely to be, but also help to reduce them without causing any disruption to their business. Rather than forcing finance teams to piece together fragmented spending data from diverse cloud consoles, North.cloud tries to identify infrastructure waste and increase the amount of compute power companies receive for every dollar they spend on cloud infrastructure. One of the startup’s most useful capabilities is TokenFlow, which unifies data on AI model usage, attrib

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  11. 9to5Mac

    Meta 发布开源模型 Muse Spark Open,针对 Mac Studio 优化

    Meta 发布开源权重模型 Muse Spark Open,称其为目前美国最强的开放权重模型,采用原生多模态架构,总参数 816B、激活 42B,上下文窗口 1M token,面向编码与智能体任务。该模型基于 Apple 最新版 MLX 针对搭载 M5 Ultra 的 Mac Studio 优化,两台机器可合计提供 1TB 统一内存运行完整模型,现已通过 Hugging Face 提供。Meta 称已用 Muse Code 在本地测试智能体工作流,包括向开源 Mastodon 客户端 Ice Cubes 提交 iOS 改动,以及驱动 DaVinci Resolve 逐帧筛选素材并竖版裁切。

    for coding and agentic work, it excels at long-horizon tasks, complex software engineering, and multi-step reasoning. Meta’s blog post specifically touts that Muse Spark Open leverages Apple’s latest version of MLX. MLX is an open source array framework created by Apple and optimized for the unified memory architecture of Apple silicon. Using the latest version of MLX, Meta says that Muse Spark Open was optimized for Mac Studio with M5 Ultra, and that “together they’re the best way to run a pow

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