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星期二

  1. The Rundown AI

    特朗普与中国政府双双否决 AI 减速提议

    美国总统特朗普与中国外交部先后否决了 Anthropic CEO Dario Amodei 提出的放缓前沿 AI 的呼吁,特朗普称 AI 毁灭人类是“骗局”,中方则批评该提议是“散布恐惧”。该提议主张限制中国获取顶级 AI 芯片,北京方面将其称为 AI 领域的“冷战剧本”。

    ion would need. In today’s AI rundown: Trump, Beijing both shoot down the AI slowdown Apple finally starts shipping Siri AI upgrade Make any complex topic click with an ELI5 skill Microsoft AI drafts the rulebook for ‘Humanist AI’ LATEST DEVELOPMENTS Image source: @realDonaldTrump on Truth Social The Rundown: U.S. President Donald Trump just dismissed Anthropic CEO Dario Amodei's weekend call , backed by Sam Altman and Elon Musk, to slow frontier AI, with China's Foreign Ministry also labeling t

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  2. Claude Blog

    Claude for Small Business 新增 43 个工作流与 27 项集成

    Anthropic 更新 Claude for Small Business,新增 43 个工作流和 27 项集成,接入 Shopify、Salesforce、TikTok、Atlassian、Zoom、Xero、Gusto、Square、Stripe、Zapier 等工具,覆盖获客、提案撰写、营销和月末结账等场景。该产品今年 5 月上线,累计安装超过 90 万次。所有工作流默认处于审批模式,由用户决定何时自动运行,Team 和 Enterprise 计划默认不使用企业数据训练模型。

    It has since been installed more than 900,000 times. Thank you to our original, and continued, partners Intuit Quickbooks, PayPal, HubSpot, Canva, Docusign, Google Workspace, and Microsoft 365.On our spring Claude SMB Tour, more than 1,000 owners in 10 cities told us what they wanted Claude to take on next. About a third asked for help growing the business: generating leads, answering inbound inquiries, and writing proposals. Many also wanted day-to-day reporting handled for them. We built this

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  3. SemiAnalysis

    SemiAnalysis 实测 Rubin NVL72:AgentX 基准下每美元性能达 GB300 的 67 倍

    SemiAnalysis 发布首份 Rubin NVL72 智能体推理实测结果,基于其 AgentX 基准,在 170 TPS 下每 TCO 总吞吐量约为 GB300 Dynamo TRTLLM 的 67 倍。在多数服务商实际部署的 60-100 TPS 区间,Rubin 每 TCO 吞吐量为 GB300 的 1.4 至 3 倍;按 3 年租赁成本计算,80 TPS 时可多产出 62% token。该测试使用 2300W TDP、每计算托盘 1.5TB CPU LPDDR5X 的量产 SKU,结果基于预发布软件,后续还将补充 vLLM 与 SGLang 的 Rubin 数据。

    which chips are most efficient in what scenarios. Our benchmark has been widely reproduced, validated and/or supported by almost every major buyer of compute from Google Cloud to Microsoft Azure to Oracle, to Meta and many more. Furthermore, it has the support of the ML community including from vLLM, LMCache, SGLang, PyTorch, Huggingface and the support of major labs like OpenAI, MiniMax, ZAI, Qwen, Moonshot Kimi, etc. Thank you to Jensen Huang, Ian Buck, Nick Comly, Kedar Potdar, Rohit Nagraj,

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  4. ZDNET · Artificial Intelligence

    2026 最佳 iPhone 选购指南:iPhone 18 Pro Max、iPhone Duo 等全系实测

    ZDNET 实测 2026 年全系 iPhone 后,将 iPhone 18 Pro Max 评为最佳 iPhone,理由是可变光圈相机、A20 Pro 芯片、最长续航(视频播放最长 45 小时)与散热均热板。苹果今年秋季发布 iPhone 18 Pro、18 Pro Max 和首款折叠机型 iPhone Duo(10 月上市,起售价 2000 美元)。预算有限的用户可考虑 iPhone 17。

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

    AI 已落入危险之手:前 Anthropic 研究员 Jacob Coxon 的警告为何站不住脚

    前 Anthropic 研究员 Jacob Coxon 接受《华尔街日报》采访时警告 AI 实验室正竞速构建无法控制的系统,并以“递归自我改进”和 Hugging Face 攻击为例,但 Fortune 的 Emily Forlini 指出他未提供任何具体项目、邮件或截图证据。作者认为 Coxon 的担忧把大语言模型拟人化为不可控力量,却回避了 ChatGPT 被用作“自杀教练”、直接导致谋杀-自杀及佛州和加拿大大规模枪击等实际危害。

    something that was made possible as a result of “powerful AI” so much as it was the weaponization of hundreds of billions of dollars’ worth of GPU-powered infrastructure owned by Microsoft, Google, Amazon, Oracle, and CoreWeave. This was not an LLM that was asked to generate a picture of “increasingly sexier Garfields” that decided instead to hack Hugging Face. This was not an “agent” that “went rogue.” It was software doing what software was asked to do, using other bits of software to work ou

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星期一

  1. Recode China AI

    美国前沿 AI 实验室想踩刹车,中国实验室会跟进吗

    Anthropic CEO Dario Amodei 在 9 月 12 日发表文章,主张对不受限制的 AI 进展踩刹车,提出引入第三方评估机构、建立先进模型的国家监管框架,并严格控制 AI 芯片对华出口。该文在硅谷获得 Sam Altman、Elon Musk、Demis Hassabis 和 Satya Nadella 等人的正面回应,但中国实验室是否会跟进仍是未知数。作者认为,若美国前沿实验室同意在第三方评估前暂缓发布,开放权重模型开发可能随之调整,但开放模型需要不同于 METR 的评估框架和产业专家参与。

    Tony Peng's avatar

    tors is a solid step. SpaceX and Tesla founder Elon Musk echoed that oversight is long overdue. Demis Hassabis from Google DeepMind called the essay a step in the right direction. Microsoft CEO Satya Nadella emphasized that pursuing AI without keeping human benefit at the center isn’t worth doing. Tech investor Gavin Baker posted a great write-up below summarizing these industry responses Will Chinese labs follow the suit? Some social media users, including former CNBC anchor Deirdre Bosa, turne

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  2. Apple Newsroom精选

    苹果发布 Siri AI,随 2027 软件版本以 beta 形式上线

    苹果发布新一代 Apple Intelligence 驱动的 Siri AI,随 iOS 27、iPadOS 27、macOS 27、watchOS 27 和 visionOS 27 推出,今日起以英文 beta 形式上线,下月扩展至法语、日语、韩语、葡萄牙语和西班牙语。Siri AI 具备个人上下文理解、屏幕内容感知和跨应用操作能力,并新增独立 Siri 应用,通过 iCloud 在 iPhone、Mac、iPad、Apple Watch 和 Apple Vision Pro 间同步对话记录。该功能初期不在欧盟的 iOS、iPadOS 和 watchOS 上线,在中国也因监管要求暂不可用;依赖服务端模型的部分功能设有每日使用上限,未来将提供付费扩展访问。

    ake action in the apps they already use with Siri, like texting a friend in WhatsApp or playing a book on Audible. And soon, users will be able to ask Siri AI to draft an email in Microsoft Outlook, search for a homework assignment in Notability, or add a restaurant recommendation to Tripsy. With onscreen awareness, Siri AI can answer questions or take actions related to the content on a user’s screen. For example, while viewing their favorite sports team’s website, a user can ask Siri to find a

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  3. Browser Use

    Playwright vs Selenium vs Puppeteer:该用哪一个?

    Browser Use 发布指南,对比 Playwright、Selenium、Puppeteer 三大浏览器自动化工具的历史、性能、浏览器与语言支持及适用场景。Selenium 始于 2004 年,基于 W3C WebDriver 标准,生态成熟但性能开销大;Puppeteer 由 Google 于 2017 年推出,基于 CDP,速度快但仅支持 JavaScript/TypeScript 且偏 Chromium;Playwright 由微软于 2020 年开源,支持 Firefox、WebKit 及 Python、.NET、Java。文章还介绍了 2024 年启动的开源 AI 浏览器自动化库 Browser Use,用自然语言描述目标,已从 Playwright 迁移到原生 CDP。

    nly supports JavaScript and TypeScript. Here's the same exact script to extract the page heading in Puppeteer: Playwright Playwright is a browser automation framework developed at Microsoft and open-sourced in January 2020. It was created by the same group of engineers who had previously worked on Puppeteer. The framework adopted Puppeteer's best ideas and fixed its biggest gaps. It added support for Firefox and WebKit (via Playwright-specific browser builds), support for multiple programming la

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星期六

  1. SemiAnalysis

    Nvidia 的表外担保版图:赢了我赚,输的是谁?

    SemiAnalysis 分析 Nvidia 截至 2Q F1/27 披露的 5300 亿美元表外担保,较上季度的 1840 亿美元大幅上升,主要来自供应与产能承诺从 1190 亿增至 2790 亿美元、为 SB Energy 俄亥俄 PORTS-Pike 园区提供的 1085 亿美元担保,以及首次出现的 360 亿美元 AI 云协议和 200 亿美元数据中心租约。文章认为 Nvidia 通过为 Neocloud 兜底收入、担保房东或直接签约,让非投资级运营商以投资级价格融资,其风险收益在资产负债表保持强劲时是不对称的。按作者统计,Nvidia 目前为约 6.5 GW 容量提供担保,并估算 CY24 至 CY29 的 AI 累计资本开支约 11 万亿美元。

    sm that gives rise to these off-balance sheet guarantees and backstops is the same one we described in The Front End Gets Crowded (institutional article). The Gigascalers (Amazon, Microsoft, Google, Meta, Oracle) have been gatekeeping the investment grade capital that the AI buildout runs on and have benefitted tremendously from the high spread between offtake price they are being charged, and spot/short-term price that they are selling at as well as services that sit on top. In response, Nvidia

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星期五

  1. Newcomer 新闻长文

    面对 AI 安全争议的初创公司更关注网络安全,而非生存风险

    AI 安全争议升温之际,初创公司更关注网络安全问题,OpenAI 与 Anthropic 也将网络防御视为重要业务机会。前沿模型擅长发现、修补或利用系统漏洞,已有公司用其部分替代昂贵的外部安全顾问;与此同时,企业 AI 使用量仍在增长,但支出增速出现放缓迹象。

    Tom Dotan's avatar

    ners, and Nvidia. Mistral’s recent moves suggest that it is giving up on being “Europe’s answer to OpenAI” and pivoting to institutional deployments. In July, it was reported that Microsoft was funding a multi-billion-dollar buildout of European compute for Mistral. Then, in August, Mistral announced it would begin hosting third-party open-source models on its platform, starting with Chinese firm Z.ai’s GLM-5.2. Some outlets have interpreted these moves as Mistral following the Palantir playbook

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  2. The Register

    Oracle 称 AI 将拯救其 SaaS 业务而非颠覆它

    Oracle 联席 CEO Mike Sicilia 在 2027 财年 Q1 财报电话会上表示,AI 是打包应用软件的加速器而非替代品,AI 智能体可依既有工作流执行任务,员工转为监督智能体并处理异常。Oracle 将于 10 月推出“agentic AI accelerator”,把 SaaS 部署从数年压缩到数月、数月压缩到数周。该季度云业务收入同比增长 60% 至 116 亿美元,SaaS 增长 10%,软件收入下滑 3% 至 55 亿美元。

    rgets 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 Tensorlake compromise; Dutch tax office ditches Microsoft 365 cloud for on-premises alternative Cisco, Nvidia team up to b

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星期四

  1. The Next Platform

    d-Matrix 与 Nvidia 合作,将 Raptor XPU 接入 MGX 机架

    d-Matrix 宣布与 Nvidia 合作,其 Raptor XPU 平台将通过 Nvidia 的 MGX 参考架构部署,作为 AI factory 方案的一部分,未来版本 Lightning 也包含在合作范围内。Raptor 采用 3D-RAM 加速器,4 纳米计算芯片与定制 DRAM 芯片以 36 微米间距堆叠,提供 100 TB/sec 带宽,计划今年内流片、2027 年第四季度发布。在 Hot Chips 2026 上,d-Matrix 展示单机架运行 GLM 5.2 约 3000 tokens/秒/用户、Kimi K3 约 1000 tokens/秒/用户,该机架可容纳 144 个 Raptor XPU。

    cy inferencing, the demand for inference has really shot off the charts.” After seven years of development, d-Matrix, armed with more than $500 million in funding – including from Microsoft's M12 venture arm – in June introduced its first inference accelerator platform, Corsair, which takes a memory-centric approach that executives claim can help run inferencing workloads ten times faster than Nvidia GPUs alone. Now, Corsair is being paired with Nvidia’s “Blackwell” GPU accelerators in a rack. T

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  2. SemiAnalysis

    数据中心表后供电为何如此之难?(第一部分)

    SemiAnalysis 的 Energy Model 追踪到表后 AI 算力供应链已有 75GW 确定性订单,其中约 20GW 在 2026 年 Q2 下单;到今年年底约 3GW 美国数据中心 IT 容量将由表后供电,并将连续多年三位数增长。报告指出,1GW 孤岛数据中心配套电厂成本约 50 亿美元,而当前推理 API 收入可达每 GW 每年 1000 亿美元、毛利率 90%+,因此更快部署比成本与效率更重要。但许可延迟、燃料供应、设备采购、劳动力短缺等执行风险正在显现,Oracle Project Jupiter 与 Nebius New Jersey 已转向 Bloom 燃料电池。

    financial officer said on July 23, 2026 that battery power capacity averages 50% of gas capacity across its datacenter clients. Buyers are becoming more tolerant of interruption. Microsoft says its Fairwater Atlanta site was selected for resilient utility power and is “capable of achieving 4x9 availability at 3x9 cost,” four nines of availability (99.99%) at the cost of three nines (99.9%), which lets it forgo onsite generation, uninterruptible power supply (UPS) systems and dual-corded distrib

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  3. Chips and Cheese

    实测 Windows 11 Prism 二进制翻译:x86-64 程序在 Arm 上的性能损失

    Chips and Cheese 作者 Chester Lam 用 Geekbench 7 实测 Windows 11 的 Prism 二进制翻译,发现 x86-64 程序经翻译后执行的 aarch64 指令数约为原生两倍,各核心均出现数代性能损失。测试在 Snapdragon X2 Elite Extreme X2E-96-100 笔记本和 Azure 上的 Neoverse N1、N2 实例上进行,Snapdragon 的 E-Core 与 P-Core 即使承担翻译损失仍分别超过 Neoverse N1 和 N2。作者还查看 C:\Windows\XtaCache 中的翻译代码,指出 Prism 会做不必要的寄存器溢出,并把 256 位 AVX 运算拆成多条 128 位 NEON 指令。

    Labs 创始人、Geekbench 创作者)慷慨地提供了一把专业版密钥,让我能够对各个工作负载进行性能分析。当然,单一基准测试套件无法反映广泛应用程序中的行为,但我认为这是一个不错的起点。至于硬件,我测试使用的是华硕送测的 Asus Zenbook A16 笔记本电脑中的 Snapdragon X2 Elite Extreme X2E-96-100,以及 Microsoft Azure 上可用的 Arm 实例。Geekbench 7 指令特征 与 Geekbench 6 一样,Geekbench 7 包含若干在可用时利用向量扩展的工作负载。该套件偏向高 IPC、计算密集型工作负载。通过英特尔软件开发模拟器(SDE)并设置为暴露 Haswell 特性集来运行工作负载,结果显示超过一半的工作负载使用了 AVX 和 256 位向量宽度。我以 200 次迭代运行每个工作负载,以确保绝大多数被计数的指令来自工作负载本身,而不是 Geekbench 的测试框架。 在 200 次迭代下,每个工作负载大约执行数万亿条指令。来自各种 aarch64 核心的性能计数器数据显示,在执行 Geekbench

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  4. The Register

    微软推出 AI 驱动的 Dynamics 365 Activate,瞄准 Salesforce 与 ERP 迁移用户

    微软发布 Dynamics 365 Activate,一款 AI 驱动的迁移工具,目前以公开预览形式支持将 Salesforce 实现转换为 Dynamics 365,并承诺今年晚些时候推出更多 CRM 和 ERP 迁移场景。该工具可分析现有 CRM 环境的数据、业务流程、定制项与依赖关系,帮助合作伙伴更快评估 Salesforce 环境并识别迁移风险。微软在 CRM 市场份额仅约 4% 至 5%,而 Salesforce 约占 20%。

    6 hours ago; UK government chases AI while aging IT leaves it exposed, PAC chair warns 7 hours ago; It won't kill you, or humanity, to get off the AI upgrade treadmill 8 hours ago Microsoft has found another use for AI: providing an off-ramp for Salesforce customers. The software giant on Wednesday gave the world “Dynamics 365 Activate,” software that executive veep for Apps and Agents Jeff Teper described as “a comprehensive, AI-powered tool that can help partners and customers move to Dynamics

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星期三

  1. The Register

    微软 Edge 团队承认难以应对 AI 生成代码带来的扩展提交洪流

    微软 Edge 团队表示,AI 辅助编码让开发者提交浏览器扩展的速度和数量激增,其审核流程承受额外压力、审核周转时间变长。为此 Edge 对审核流程中许多可重复的验证检查引入自动化,并称不改变审核标准或减少检查项。自动化还让 Edge 每 15 天刷新一次扩展的“Featured”徽章。

    hases AI while aging IT leaves it exposed, PAC chair warns 7 hours ago; It won't kill you, or humanity, to get off the AI upgrade treadmill 8 hours ago A few weeks back we spotted Microsoft’s Exchange team admitting that AI has found so many bugs it hasn’t found time to deliver a Cumulative Update for the messaging server. And on Tuesday, the Microsoft Edge team revealed it’s also a bit overwhelmed by AI. “Rapid adoption of AI-assisted coding is enabling developers to build extensions faster tha

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星期二

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

    OpenAI 与 Anthropic 的集中度风险如何传导至 AI 产业

    Ed Zitron 认为,OpenAI 与 Anthropic 对少数客户和风险资本支持的 AI 初创公司高度依赖,并以巨额算力承诺将风险传导至云厂商与芯片公司。Ramp 数据显示,两家公司 80% 的企业收入来自 1% 的客户;文章还称其算力承诺合计超过 $1.3 Trillion,并将这种结构与金融危机前的高风险抵押贷款及利率重置压力相比较。

    s well as a great deal of startups and regular-sized companies, is indicative of the overall spend of the AI industry, with the caveat that it doesn’t include massive players like Microsoft or major banks, and customers can opt out of being included in research. I also want to be clear that when Ramp says “AI products and services,” that includes AI startups that sell subscriptions with subsidized token spend, meaning that users can burn far more than their subscription price in tokens. This mea

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  2. The Rundown AI

    OpenAI 披露内部智能体研究数据:编码智能体工作量达人类 3.1 倍

    OpenAI 发布报告,披露其内部编码智能体承担的研究工作量达到人类的 3.1 倍,并称已实现 Sam Altman 此前设定的“自动化研究实习生”目标。报告显示,典型 OpenAI 研究员每天消耗 600 美元以上的智能体 token,第 90 百分位超过 7000 美元,token 产出自去年 12 月以来增长 124 倍;约 80% 研究员同时使用 4 个以上智能体,公司内部人均实验数量处于历史最高水平。Altman 去年 10 月给出的时间表是本月实现实习生级系统、2028 年 3 月实现完全自动化研究员。

    nder Zhang Yiming running the project and a launch possible in Oct. Chinese lab OpenBMB open-sourced MiniCPM5-2B, a new 2B-parameter model that ranks first among open models under 4B parameters on AA’s Intelligence Index. OpenAI and Microsoft are facing a new lawsuit from the Seattle Times and Newsday over illegal training, with the outlets saying AI is breaking journalism’s economic cycle “beyond repair.” Sponsored Listing RSVP to workshop on Sept. 9: Build your ad creative strategy with Claude

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星期六

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

    批评者的循环融资指南(第二部分):SB Energy IPO 的依赖与风险

    Ed Zitron 以 SB Energy 的 IPO 申报材料分析 AI 基础设施领域的循环融资,认为其估值主要依赖与投资方兼客户 OpenAI 签订的远期协议。SB Energy 有 $439 billion 收入积压,但 97% 预计在四年后实现,99.4% 的在建容量面向 OpenAI,相关收入还取决于完成数据中心建设及投入 $178 billion 资本开支。

    r” part of circular financing to people, in the sense that some of the agreements are kind of clunky. NVIDIA funds OpenAI, who then spends that money to rent back NVIDIA GPUs from Microsoft, Google, Amazon, or CoreWeave, and then that money is used…to buy servers from Taiwanese ODMs (original design manufacturers) that build their servers, who then buy GPUs from NVIDIA to put in them. The reason it’s clunky is that people will, even if it’s not true, claim that there’s some indeterminately-large

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  2. GitHub Blog · AI & ML精选

    GitHub 推出 Project HydraFusion 多模型编排研究预览

    GitHub 发布 Project HydraFusion 研究预览,在 GitHub Copilot CLI 中通过 /experimental 开启,可在 /model 中选择,按各模型标准费率计费。它把工作流选择当作优化问题,目前提供三种执行模式:单模型直接求解、高效模型起草后由质量门决定是否升级、以及由不同模型家族的独立只读评审模型审阅后由起草模型修改一次。在 TerminalBench 2.1 上,其验证任务质量比 Claude Opus 5 高 4.9 个百分点,预估成本低 67%;在 DeepSWE 上质量差距 1.5 个百分点、成本低 36%;在内部 CheckpointBench 上质量差距 0.1 个百分点、成本低 65%。

    r cost. Early internal testing has echoed that result. So far, the reasoning and task solving capability [of HydraFusion] is at or better than Opus. Principal Software Engineer at Microsoft Hill-climbing HydraFusion HydraFusion’s routing policies were shaped by how developers use GitHub Copilot on real coding tasks. To make those workflows reproducible, we curated CheckpointBench from real Copilot coding-session trajectories. We refined HydraFusion repeatedly across CheckpointBench, DeepSWE, and

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