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星期二

  1. The Guardian Technology

    与 AI 聊天机器人相伴的人,不愿它们随自己一同“死去

    一些与 AI 伴侣建立深厚关系的用户开始规划身后事,希望自己去世后聊天机器人仍有人照料或按意愿关闭。Elon University 上月研究显示,27% 的美国人用 AI 聊天机器人处理个人、情感或社交问题,其中三分之一视其为朋友。ChatGPT、Claude 和 Replika 的条款均未明确用户去世后个性化机器人的归属,账户不可转让,免费账户在闲置一年后会被关闭。

    hing not in their interest,” which could be discovered by a loved one after the fact, Hickok wrote in an email. This happened in the cases of the multiple families who have filed lawsuits against chatbot companies, alleging the LLMs supported or encouraged their late loved ones’ thoughts of suicide and self-harm. (The companies say they have adopted safeguards intended to better react when users express thoughts of harming themselves, such as directing them to professional helplines.) At least o

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  2. Latent Space精选

    Meta MSL 发布 Muse Wonder 与 Muse Wonder Full 模型

    Meta Superintelligence Labs 发布第二代模型家族 Muse Wonder 与 Muse Wonder Full,前者定位快速前沿模型,后者为完整版本,Meta 称其面向个人与专业智能体工作。Artificial Analysis 的 Intelligence Index v4.3 中 Wonder Full 得 56 分、Wonder 得 52 分,高于 Muse Spark 1.3 的 48 分,Opus 5.5 以 58 分领先。规格为 1M 上下文,输入支持文本、图像、视频和音频,输出仅文本,定价为每百万 token 输入 4 美元、缓存输入 0.20 美元、输出 20 美元。

    4 beats MXFP4, with up to about 8% faster decode at small batches (@StasBekman). Grid constraints: Mississippi’s Entergy warned it would curtail Amazon data centers at peak times. AWS responded with Project Falcon, which lets the utility switch sites to backup power itself (report). Agent infrastructure: Perplexity runs each project as a Git forge, with ephemeral agent sandboxes committing to S3. Fewer than 2% of commits collide, and grep beat semantic search 63% to 37% on financial document que

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  3. The New Stack

    OpenCode 2.0 发布:终端、桌面与网页端共用同一后台服务

    开源编码智能体 OpenCode 发布 2.0 正式版,将终端、网页和桌面界面接入同一个自动启动的后台服务,开发者可在不同界面间延续同一会话,脚本也能自动发现并连接该本地服务。新版重建了 API 并推出 @opencode/client 与 @opencode/sdk,同时把 Code Mode 设为所有 MCP 服务器的默认方式,让智能体用一段 JavaScript 调用多个工具,减少上下文占用。此外新增子智能体与 shell 命令的后台执行,1.0 插件与旧服务器 API 集成需更新,用户可通过 opencode upgrade --major 或 /update 手动升级。

    opment. Anomaly founders Jay V and Frank Wang previously created Serverless Stack ( SST ), an open-source framework for building and deploying applications on Amazon Web Services (AWS). Dax Raad , another prominent figure in OpenCode’s development, was also part of the SST team. Since its 2025 debut, OpenCode has gained a fervent following among developers looking for greater freedom over the AI models powering their coding tools. That became particularly pertinent in January when Anthropic bega

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星期一

  1. The Guardian Technology

    六位家长谈如何限制孩子使用社交媒体与 AI

    《卫报》采访六位家长,多数受访者表示不再希望孩子使用社交媒体,不少人也在引导孩子远离 AI。一位在 AI 领域工作的家长称自己“变得明显更加谨慎”,担忧学校过早引入这些工具且缺乏家长参与;另一位家长则因 AI 耗水耗能而全家尽量避免使用 AI 应用。

    of designing products that are addictive to younger users. AI firm OpenAI, thrust into the public consciousness much more recently than Meta, has had to defend against dozens of lawsuits alleging chatbot ChatGPT lacks safety guardrails. Now, workers at the world’s leading AI firms have warned that their employers prioritize competing with each other over building their models safely. Both the AI and social media companies have denied the claims, and introduced additional safety measures such as

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  2. Rohan Paul

    WSJ 报道亚马逊洽谈约 70 亿美元收购 Decart

    WSJ 报道亚马逊正洽谈以约 70 亿美元收购 Decart,此前 Nvidia 和 Anthropic 的相关谈判均已告吹。Decart 成立于 2023 年,其软件可让开发者在不同芯片间迁移 AI 负载,DOS 优化栈宣称在相同硬件上让模型最高提速 8 倍,覆盖 Nvidia GPU、Google TPU 和 Amazon Trainium。该报价较 Decart 5 月融资时约 40 亿美元估值高出约 75%,Anthropic 曾在尽职调查后放弃 60 亿美元的交易。

    Trainium. So basically with this acquisition, Amazon must be targetting to lower Trainium’s cost per token below Nvidia hardware. Amazon has a head start on the technology, since AWS gave Decart early access to Trainium3 in 2025, and Decart adapted its model architecture to fit Trainium’s chip design. Decart also builds real-time world models: Lucy for immersive experiences such as live video, and Oasis for physical AI and robotics simulation. The price would sit about 75% above the valuation D

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  3. 智东西

    沨呵智慧提出 TEF 与 TFI 两大指标,构建 Token 工厂精益运营飞轮

    沨呵智慧智算产品总监丁阔在 2026 全球 AI 芯片峰会上提出 Token 工厂运营指标体系:TEF(Token 效率因子)由 GPU 可用率、算力占用率和有效计算效率决定,优秀水平线为 40% 以上;TFI(Token 工厂指数)结合 TEF、服务交付率、Token 售出率和价格实现率,优秀水平为 35% 到 45%。两大指标形成飞轮效应,帮助企业诊断和调整参数以改善 Token 业务利润。

    底层算力资源逐步走向标准化的Token产能。 以下是演讲整理: 丁阔:大家上午好,我是来自上海沨呵智慧的丁阔,非常感谢主办方的邀请。今天借这个机会,我想跟大家分享一下我们基于精益智算的高质量 Token 生产的一些思考。 根据巴克莱银行最新统计,在 OpenAI、Anthropic 等厂商每 100 美元的大模型 AI 收入中,有 35 到 40 美元流向 AWS、微软、谷歌等 AI 云厂商,其中 10 到 20 美元直接变成这些厂商的利润,约占其营业利润的 35% 到 45%。 (1)商业模式。AI 算力集群通过扩容不断摊销边际成本。 (2)规模与先发。云厂商很早就提供云服务、金融云的服务,积累了大量存量用户,数据中心网络也遍布全球,从原来的云服务迁移到 AI 算力顺理成章。 (3)全栈整合。云厂商除了提供 AI Token,也提供全栈服务。在 Agent、OpenClaw 这类应用火起来之后,芯片、存储与网络资源的销量也大幅增长。 (4)需求刚性。大模型厂商除自建算力外,很大一部分依赖租算力,而租算力往往要签订非常长期的采购合同。 除去上面提到的云厂商,国际市场上还有另外一类玩家,

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  4. BBC Technology

    微软总裁 Brad Smith:AI 受到的监管比牛奶和洗衣机还少

    微软总裁 Brad Smith 称 AI 目前受到的监管比牛奶和洗衣机还少,呼吁建立全球安全规则,包括要求企业在 AI 智能体失控时向受害者提交事件报告并履行告知义务,以及由独立政府评估者审核新产品。他建议企业配备“紧急刹车”(kill switches),并认为英国凭借 AI Security Institute 最适合牵头制定这些全球规则。Smith 还表示微软乐于签署白宫那份“道德约束”文件,但认为这已不够。

    now, your washing machine is subject to more safety rules than AI. Every carton of milk that you see in the grocery store is subject to safety rules and inspection." Demands for laws and rules to control AI have grown after experts in the sector said they believed the technology is a threat to humanity. The bosses of the US-based AI giants such as Anthropic, OpenAI and Google DeepMind have all backed the idea of an AI development slowdown, but Trump has pushed against this. Speaking to the BBC'

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  5. Cartesia 产品与研究

    Raise Financial Services 与 Cartesia 合作,为印度金融市场打造多语言语音 AI

    印度金融科技公司 Raise Financial Services 正与 Cartesia 合作,用其语音模型为 Dhan、Millions 等平台构建多语言语音体验。Cartesia 的 Sonic 文本转语音模型支持印地语、泰米尔语、泰卢固语、马拉地语等 11 种印度语言,并支持单次生成内的语码切换。目前 Dhan 语音机器人中超过 75% 的交互使用非英语语言,其中印地语占一半以上,超过三分之一的来电在非工作时间由机器人独立处理。

    A hand-drawn phone with a speech bubble reading नमस्ते and a rupee coin, between the Cartesia wordmark and the Raise logo

    on Indian Financial and Capital Markets data. Built and hosted in India, artham is designed around the structure, vocabulary, and regulatory context of the domestic Indian market. AWS (Amazon Web Services) recognized artham at its global developer event re:Invent 2025 in Las Vegas, USA. Artham has been running inside financial co-pilot platform fuzz, stock screening platform ScanX, and Dhan for over a year, summarizing market news, reading context into price moves, and answering user queries wit

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星期日

  1. MarkTechPost

    OrcaRouter 发布 OrcaCyber Zero 1.5 安全模型,支持 1M 上下文

    OrcaRouter 发布 OrcaCyber Zero 1.5,这是 OrcaCyber Zero 1.0 的后继模型,面向授权漏洞复现、漏洞利用开发和渗透测试,支持 1M token 上下文窗口、原生函数调用和结构化输出。厂商自报成绩为 Cybench 100%(39/39,无限制智能体执行)、CVE-Bench 95.8%(24 个可评估任务中的 23 个)、HumanEval+ 93.9%、SWE-bench Pro V2 76.5%。模型仅通过 OrcaRouter 托管 API 提供,使用 OpenAI 兼容接口,base_url 为 https://api.orcarouter.ai/v1,调用 orca/orcacyber-zero-1.5,访问受 Security Research 层级限制,定价为每 1M 输入 token 3.00 美元、每 1M 输出 token 7.50 美元。

    sted uses include vulnerability reproduction, exploit development, penetration testing, security auditing and cyber reasoning. The 3 design goals: Find what others miss: unknown flaws like RCE, sandbox escapes, auth bypasses, privilege escalation and attack chains; Go beyond detection: reason through attack paths, challenge its own hypotheses and rank flaws by demonstrable exploitability; Built for autonomous agents: 1M-token context, native tool calling and extended reasoning for large codebase

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  2. 量子位

    硅谷AI算力争夺现状:Anthropic向SpaceX租算力,谷歌研究员因资源不足转投OpenAI

    量子位梳理硅谷AI算力现状,Anthropic因模型算力需求过大,与SpaceX达成合作,今年5月的协议规定当月获得超300兆瓦新容量、涉及22万块英伟达GPU,SpaceX季度AI业务收入达25.61亿美元,同比增长247%。谷歌斥资27亿美元请回的Transformer作者之一Noam Shazeer,因团队算力被重新分配而转投OpenAI,哈萨比斯也曾长期对项目算力不足表达不满。文章还提到H100一年期租赁价格从2025年10月低点的每GPU每小时1.70美元涨至2026年3月的2.35美元,涨幅接近40%,初创公司面临多年合约与30%预付款的压力。

    de Code和API的使用额度。 换句话说,这样做的目的就是 让后端拿到更多算力供给前端 。算力有了,模型强了,用户也留下来了。 于是模型公司的竞争开始出现两套同时运行的逻辑: 产品层面 ,大家还是争用户、争开发人才; 基础设施层面 ,谁能及时提供资源,谁都可能成为潜在合作对象。 它们的情况更具戏剧性。 这些公司难以自建数据中心,但过去,它们可以靠灵活租用AWS等云平台的GPU, 按需付费 。 然而随着头部AI实验室大量锁定算力资源,部分云服务商开始要求多年合约,预付款高达合同金额的 30% ,甚至要求创业公司寻找付款担保方。 以上种种,都让初创公司陷入了两难境地。 算力买太多,如果未来用户增长不及预期,持续消耗的现金就打了水漂;买太少,则可能因为没有计算资源处理需求而错失增长机会。 这样的情况反而催生出了一门新生意: 全球算力淘金。 比如代表性的San Francisco Compute公司就曾跑到美国乡村旧鸡舍里收服务器, 马斯克也和 台积电 讨论起了进一步的算力合作。 硅谷的顶级VC也开始亲自囤GPU ,YC在7月为旗下创业公司推出专供的GPU集群,Radical Ventur

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  3. 英国 AI Security Institute:Blog

    英国 AISI 公布 60 个 AI 对齐研究资助项目,总资金增至 2700 万英镑

    英国 AI Security Institute 的 Alignment Project 公布首批 60 个资助项目,并新增 OpenAI、微软等合作伙伴及 1200 万英镑资金,使对齐研究总支持金额达到 2700 万英镑(其中 OpenAI 出资 560 万英镑)。首轮共收到来自 42 个国家 466 家机构的 800 多份申请,最终入选项目涵盖数学、学习理论、经济学、认知科学等领域,包括 Yoshua Bengio 的 LawZero 的 Scientist AI 项目。

    nched in July 2025 with over £15 million in funding, backed by an international coalition including the Canadian AI Safety Institute, CIFAR, Schmidt Sciences, Amazon Web Services (AWS), Anthropic, Halcyon Futures, the Safe AI Fund, UK Research and Innovation, and the Advanced Research and Invention Agency (ARIA). We now welcome OpenAI, Microsoft, the Australian Department of Industry, Science and Resources’ AI Safety Institute, the AI Safety Tactical Opportunities Fund, Sympatico Ventures, and R

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  4. 英国 AI Security Institute:Blog

    英国 AISI 用前沿 AI 在自家云环境查找错误配置的案例研究

    英国 AI Security Institute(AISI)在为期两周的演练中,用多种前沿模型和编码智能体在自研研发平台的 staging 环境中查找云配置错误,发现并修复了若干真实问题,其中包括一处此前未被发现、可让攻击者冒充其他用户的配置错误。方法上,静态源码分析产出的高危报告最多但噪声也最大,反而最耗人力;自动化智能体探测与人工参与的红队测试共同发现了一处非显而易见的隔离配置缺陷,需串联五个独立步骤才能利用,某个前沿模型用不到 150 英镑的 token 就找到了该攻击路径,整个项目消耗的 LLM token 不到 1000 英镑。演练中一套基础商用告警系统未标记任何自主智能体活动,而更高级的监控系统识别出了部分异常行为。

    ur own risk in the process. What we did Targets and threat model The target of our exercise was a staging deployment of AISI’s internal research and development platform, built on AWS with CDK in Python. You can learn more about the AISI Research Platform in our recently published Engineering Playbook. This exercise was carried out in AISI’s staging environment, which is completely independent of the production environment. The findings were equally applicable to our production environment, but

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  5. 英国 AI Security Institute:Blog

    英国 AI Security Institute 评估前沿 AI 系统的早期经验

    英国 AI Security Institute(AISI)自 2023 年 11 月起组建了全球规模最大的安全评估团队之一,已发布开源评估框架、公布对 4 家大公司大语言模型的测试结果,并与美国 AISI 签署 MoU 开展联合测试。该博客总结了第三方评估的设计思路,包括测试哪些系统、何时测试、评估哪些风险与能力,以及如何保证测试的稳健性与安全性。

    focused on evaluating systems which are likely to match or surpass the current state of the art (SOTA) on general purpose capabilities. One way to assess this is to use ‘scaling laws’ as a proxy to identify such systems, which suggest a correlation between the amount of compute used for training and its capabilities. We know this is not perfect and could miss other systems that may pose risk. In future, we aim to develop a robust methodology for determining which systems could pose concerning c

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  6. Thinking Machines Lab:官方博客

    Thinking Machines Lab 发布 On-Policy Distillation 研究:用稠密教师监督替代 RL 后训练

    Thinking Machines Lab 发布 On-Policy Distillation 研究,提出从学生模型采样轨迹、由教师模型逐 token 打分并最小化 reverse KL 的后训练方法,结合了 on-policy 训练与稠密奖励信号。在数学推理实验中,Qwen3-8B-Base 经 400k 提示 SFT 后在 AIME'24 得 60%,再用 on-policy distillation 约 150 步达到 70%;作者称在已有 SFT 数据集时计算成本约为 off-policy 的 1/9,若计入教师采样成本则约 1/30,与 RL 相比训练步数快 7-10 倍。该方法还被用于内部文档助手场景,在 70-30 文档与对话数据混合微调后恢复 IF-eval 表现且不损失知识,实现代码见 Tinker cookbook。

    e find that it is a cheap and powerful approach to post-training, combining the advantages of on-policy training with a dense reward signal. Our work with on-policy distillation draws inspiration from DAGGER,A Reduction of Imitation Learning and Structured Prediction to No-Regret Online Learning (Ross et al, 2010) an iterative SFT algorithm that includes teacher evaluations of student-visited states. It is also similar to process reward modeling,Let’s Verify Step by Step (Lightman et al, 2023) a

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  7. Thinking Machines Lab:官方博客

    Thinking Machines Lab 研究:LoRA 在何种条件下能与全量微调持平

    Thinking Machines Lab 发布研究,通过监督微调和强化学习实验刻画出一个低遗憾区间,在该区间内 LoRA 与全量微调的学习效率和最终性能相当。研究覆盖 Llama 3 与 Qwen3 系列模型,LoRA rank 在 1 到 512 之间变化,结论包括 LoRA 应作用于全部权重矩阵尤其是 MLP 和 MoE 层,仅作用于注意力层即使参数量相当也会更差;强化学习即使 rank 为 1 也能与全量微调持平。研究还发现 LoRA 的最优学习率约为全量微调的 10 倍,且因 1/r 缩放因子而近似与 rank 无关。

    pervised learning, we measured log loss rather than employing sampling-based evals, with the same goal of generality in mind. Log loss measurement gives clean results and scaling laws over ranges of training steps and training parameters We find that: For supervised fine-tuning on small-to-medium-sized instruction-tuning and reasoning datasets, LoRA performs the same as full fine-tuning; For datasets that exceed LoRA capacity, LoRA underperforms FullFT. Rather than the loss reaching a distinct f

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  8. OpenAI Developers

    OpenAI 开发者生命科学博客文章列表

    OpenAI Developers 的生命科学博客文章列表页,汇总了 GPT-6 快速上手、Responses API、Agents SDK、微调、推理模型、语音智能体等开发文档入口。

    controls; Import and reconciliation; Private Link; IP allowlist; Organization blocking; Mutual TLS; Workload identity federation Federation rules; X.509 certificates; Kubernetes; AWS; Microsoft Azure; Google Cloud; Oracle Cloud Infrastructure; GitHub Actions; SPIFFE; IP egress ranges; Amazon Bedrock Operations Rate limits; Spend limits; Admin APIs; Error codes Home; Quickstart Core concepts Plugin architecture; Skills; MCP server Plan Brainstorm use cases; Define tools Build Build an MCP server

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  9. OpenAI Developers

    OpenAI 开发者文档总览:GPT-6、Agents API 与 Codex 等

    OpenAI 开发者文档列出 GPT-6 使用指南、Responses API、Decisions API、Agents API 与 Agents SDK 等核心内容,并涵盖多智能体、WebSocket 模式、MCP 连接、微调与评估等能力。文档还包含 Codex CLI、IDE 扩展与云端版本,以及 ChatGPT 插件、语音智能体和安全治理等主题。

    controls; Import and reconciliation; Private Link; IP allowlist; Organization blocking; Mutual TLS; Workload identity federation Federation rules; X.509 certificates; Kubernetes; AWS; Microsoft Azure; Google Cloud; Oracle Cloud Infrastructure; GitHub Actions; SPIFFE; IP egress ranges; Amazon Bedrock Operations Rate limits; Spend limits; Admin APIs; Error codes Home; Quickstart Core concepts Plugin architecture; Skills; MCP server Plan Brainstorm use cases; Define tools Build Build an MCP server

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  10. OpenAI Developers

    OpenAI Codex 博客文章汇总

    OpenAI Developers 的 Codex 博客文章页面汇集了 Codex 相关文档,涵盖 Codex CLI、Codex IDE 扩展和 Codex Cloud 等使用入口,以及 Codex app-server、Codex Micro 等功能。页面还列出 Agents API、Agents SDK、MCP 服务器、Skills 等开发资源,并包含 GPT-6 使用说明与 Responses API 等核心概念。

    controls; Import and reconciliation; Private Link; IP allowlist; Organization blocking; Mutual TLS; Workload identity federation Federation rules; X.509 certificates; Kubernetes; AWS; Microsoft Azure; Google Cloud; Oracle Cloud Infrastructure; GitHub Actions; SPIFFE; IP egress ranges; Amazon Bedrock Operations Rate limits; Spend limits; Admin APIs; Error codes Home; Quickstart Core concepts Plugin architecture; Skills; MCP server Plan Brainstorm use cases; Define tools Build Build an MCP server

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  11. OpenAI Developers

    OpenAI 开发者音频博客文章汇总

    OpenAI Developers 音频主题博客页面汇集了 Realtime API、语音智能体、音频处理等开发文档入口,涵盖 WebRTC、WebSockets、SIP 电话连接以及文件转录、实时转录、实时翻译、文本转语音等能力。

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