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星期一

  1. AI Business

    AI 智能体正撞上平台准入的边界

    AI Business 分析指出,随着 Meta Muse、OpenAI Dots、Microsoft 数字队友和 Google Gemini 职场智能体相继推出,智能体开始跨应用代用户执行任务,但能否接入外部系统成为新瓶颈。亚马逊以 Meta 未事先安排接入、对智能体身份识别和客户信息处理存疑为由,阻止 Muse 在其站点下单,Shopify 则与 Meta 合作支持 Muse 通过 Shop Pay 购买。文章认为,身份、权限、记忆和上下文正成为智能体能否被委派工作的关键,企业需要同时决定自己愿意交出多少工作,以及愿意给外部智能体多少访问权限。

    r-running tasks. That kind of delegation requires more than increasingly capable models. Related:Google’s workplace agent is out, but questions abound An AI system that drafts a paragraph needs relatively little organizational context. An agent expected to complete work across multiple applications is different. To do that, it may need access to company data, an understanding of business processes, memory of previous work and permission to take actions in enterprise systems. Those requirements h

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  2. 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。

    t the company is prioritizing “higher-value unit placements, repricing for higher commodity costs” to offset the lower volume of PC shipments. “We continue to expect memory and storage costs to increase further as a percentage of the bill of materials,” Parkhill said. Enterprises picked up new PCs earlier in anticipation of price increases and are now pulling back, said analyst Jack Gold of J. Gold Associates. That’s partially because PC makers are passing higher memory and component costs on to

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星期二

  1. AI Business

    AI 智能体的上下文因素:Celonis 谈流程智能为何关键

    Celonis CEO Alex Rinke 指出,Google、OpenAI、Anthropic 等前沿模型虽强,却不了解企业自身的供应链与流程运作,缺乏 360 度上下文。Celonis 通过构建组织的数字孪生捕获其流程,让 AI 智能体理解工作如何执行并做出决策。Rinke 称这种隐性知识与流程上下文是企业的竞争护城河,缺少流程智能,AI 难以带来强 ROI。

    he said. Shaun Sutner Shaun Sutner, a journalist with more than 25 years of daily newspaper experience and 12 years at Informa TechTarget as an editor and writer, directs news coverage for AI Business. He was previously a senior news and features writer covering health IT and HR software at TechTarget and a senior news director overseeing coverage of AI, business analytics, data management and government tech regulation. Sutner's newspaper career included investigative reporting and covering the

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  2. 钛媒体 · AGI

    Anthropic 免费给开源世界扫漏洞,账单开给谁

    Anthropic 在 2026 年 10 月 8 日推出关键基础设施防御计划(CIDP)和 OSS Scanner,前者联合埃森哲、CrowdStrike、Palo Alto Networks 等 11 家创始伙伴服务电网、水务等 OT 系统,后者用 Claude 模型免费为开源项目做定期安全扫描,两项归入 Anthropic Cyber Mission。文章指出,同一家公司同时是模型卖方、开源审计者、关键基础设施守门人和漏洞严重度裁定者,过去六个月模型在重要开源项目找出超过 29,000 个候选漏洞,人工仅复核约 6,000 个,另有近 5,000 份未经核实的报告直接发给维护者,且快速通道不设 90 天披露期也不公开。作者认为这种结构把开源安全的判断权集中到单一私企,而 OSS Scanner 免费、无公开 SLA、报告不经人工审核,一旦补丁合入出问题,责任链条上每一环都可免责。

    文 | 穷奇观察 2026 年 10 月 8 日,Anthropic 一天之内推出两项“免费”安排。 第一项叫“关键基础设施防御计划”(Critical Infrastructure Defense Program,CIDP)。前沿 Claude 模型、驻场工程师和威胁研究,交给 11 家创始伙伴:埃森哲、博思艾伦、CrowdStrike、德勤、Dragos、日立、Insane Cyber、Nozomi Networks、Palo Alto Networks、普华永道、罗克韦尔自动化。 这些伙伴服务的对象,是电网、水务、交通网络,以及政府系统背后的运营技术(OT)。 第二项叫 OSS Scanner。免费、自愿接入,用 Anthropic 最强的模型(包括 Claude Mythos)给开源项目做定期安全扫描。 两项归在同一个名字底下:Anthropic Cyber Mission。 把这两件事并排放,有一处别扭:一家卖模型的公司,同时来当开源世界的审计者、关键基础设施的守门人,以及“什么算漏洞”的裁定者。 这篇文章不判它想不想作恶。只判一件事:这几个身份叠在同一家公司身上,结构上哪里

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  3. The Guardian Technology

    博通 CEO 称 AI 投资像赌场,芯片股集体下挫

    半导体股周二下跌,此前博通 CEO 陈福阳把许多 AI 投资者比作赌场赌客,称他们并不清楚自己在投什么。韩国 Kospi 指数跌 6.25%,三星电子跌 7.4%,SK Hynix 跌 10%,日本 Tokyo Electron 跌 7.15%,SoftBank Group 跌 8.5%;美股 Micron 跌 4.8%,Nvidia 跌 0.8%。中国存储芯片厂商 CXMT 称在新 Dram 架构上取得良好进展并计划推出产品,投资者担心其挑战三星、SK Hynix 和 Micron。陈福阳还提到 OpenAI 截至 9 月底的年化收入为 500 亿美元,但仍因训练投入巨大而亏损。

    to 30,556 after the open. Micron Technology slid 4.8%, Advanced Micro Devices dropped 1.4%, while Nvidia lost 0.8% and Broadcom slipped 0.2%. However, the Dow Jones industrial average, which tracks 30 large US companies, rose nearly 0.4% in early trading, while the FTSE 100 index in London hit a three-week high on the back of gains in ‌financial stocks, retreating oil prices and easing bond yields. The UK’s leading share index rose 0.73% to 10,762. Brent crude, the global oil benchmark, dropped

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  4. MarkTechPost

    阿里千问推出 QwenGyre:面向超长时程智能体的弹性强化学习框架

    阿里千问团队推出 QwenGyre,一个面向超长时程智能体训练的弹性强化学习框架,通过在线 RL 训练编码智能体,单次 rollout 可运行数小时、处理接近 1M token。该框架在 Qwen 3.6 122B 和 Qwen 3.8 2.4T 上测试,2.4T 模型跑完 48 步用时 75.42 小时,快于 Async 的 134.55 小时和 Colocate 的 91.47 小时,NL2RepoBench 通过率从 52.48% 升至 58.54%。其核心机制包括在 rollout 与训练之间迁移空闲 GPU,以及把分支化的智能体历史压缩为有界训练样本,每次执行最多保留 5 条轨迹。

    recomputation; Satellites pull core weights through Mooncake’s Transfer Engine and join an ongoing batch; Streaming training lets cells claim micro-steps as data becomes ready; Average role switches took 8.52 s (rollout to training) and 3.46 s (training to rollout) How does the Trajectory Processor build training samples? A proxy records exact token IDs and behavior log-probabilities using token-in, token-out (TITO). Calls are stored as prefix-shared trajectory trees. Partial scoring: Timed-out

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  5. Anthropic:Transformer Circuits

    Anthropic 的可解释性工具 Garçon

    Anthropic 构建了名为 Garçon 的基础设施工具,用于对语言模型进行机制可解释性研究。它通过启动服务器连接模型,提供 probe 接口在任意层读取或修改内部激活,并支持跨多 GPU 的大模型。服务器可自动检测模型配置与 GPU 数量,闲置 1 小时后自动关闭。

    he core Garçon interface One typically uses Garçon by launching a new server. Launching a server requires only a name for the server, and a path to the model in our distributed storage; all other details such as model configuration and the number of GPUs are autodetected: Once a server is launched, you can connect to it, either from an interactive notebook, or from scripts for automated analyses: (We use the “r” prefix by convention to denote a “remote” model running via garçon). Servers can als

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  6. Anthropic:Transformer Circuits

    Anthropic 提出 Transformer 数学框架,用归纳头解释上下文学习

    Anthropic 的 Transformer Circuits 项目发布论文《A Mathematical Framework for Transformer Circuits》,尝试对 Transformer 做机制可解释性逆向工程。研究聚焦两层及以下、仅含注意力块的玩具模型,发现零层模型建模 bigram 统计,一层模型是 bigram 与 skip-trigram 的集成,两层模型通过注意力头组合实现更复杂的算法。论文提出“归纳头”(induction heads)概念,认为这类注意力头能解释小模型的上下文学习,且只在至少两层注意力层的模型中出现;作者表示将在后续论文中说明该框架与归纳头概念对更大模型仍部分适用。

    kenizers typically merge spaces onto the start of words. But occasionally a word will appear in a context where there isn't a space in front of it, such as at the start of a new paragraph or after a dialogue open quote. These cases are rare, and as such, the tokenization isn't optimized for them. So for less common words, it's quite common for them to map to a single token when a space is in front of them (" Ralph" → [" Ralph"]) but split when there isn't a space ("Ralph" → ["R", "alph"]). It's

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  7. Anthropic:Transformer Circuits精选

    Anthropic 研究:归纳头与上下文学习

    Anthropic 的 Transformer Circuits 发布论文,提出归纳头可能是 Transformer 模型中大部分上下文学习能力的机制。论文给出六条互补证据,包括训练早期的相变现象、架构扰动、消融实验,以及对 34 个模型训练过程和超过 50,000 次注意力头消融的分析。作者同时强调这些证据多为间接证据,尚不能完全确证该假设。

    nsformers can be adapted to do many useful things without re-training, such as translation, question-answering, arithmetic, and many other tasks. Using “prompt engineering” to leverage in-context learning became a popular topic of study and discussion. At least two importantly different ways of conceptualizing and measuring in-context learning exist in the literature. The first conception, represented in Brown et al., focuses on few-shot learning of specific tasks. The model is prompted with sev

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  8. Anthropic:Transformer Circuits

    机制可解释性、变量与可解释基的重要性

    Chris Olah 在一篇非正式笔记中提出,机制可解释性应像逆向工程编译后的二进制程序那样逆向神经网络,其中神经元激活类比变量或内存位置,参数类比二进制指令。他认为找到并理解可解释神经元——相当于理解程序中的变量——是核心任务,并指出可解释性不应期待简单答案或固定流程,其难度至少等同于逆向一个大型复杂程序。

    ith their basis dimensions. This is because the activation functions in some sense make these directions natural and useful. Just as a CPU having operations that act on bytes encourages information to be grouped in bytes rather than randomly scattered over memory, activation functions often encourage features to be aligned with a neuron, rather than correspond to a random linear combination of neurons. We call this a privileged basis. Having features align with neurons would make neural networks

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  9. Anthropic:Transformer Circuits

    Anthropic 提出 SoLU:将 MLP 可解释神经元比例从 35% 提升至 60%

    Anthropic 在 Transformer Circuits 发表研究,用 softmax linear unit(SoLU)替换激活函数,在性能基本不变的前提下,把 MLP 层中人类能快速找到清晰解释的神经元比例从 35% 提升到 60%(最大模型上增益更小)。研究同时发现 SoLU 可能通过压低某些特征幅度、再由 LayerNorm 恢复来“隐藏”它们,使部分原本不可解释的特征更难解释。

    tures to become interpretable, but it may also make it even harder to interpret some already non-interpretable features. On balance, however, it still seems like a win in that it pragmatically increases our understanding. Architecture affects polysemanticity and MLP interpretability. Although it isn't a perfect solution, SoLU is a proof of concept that architectural decisions can dramatically affect polysemanticity, making it more tractable to understand transformer MLP layers. This suggests tha

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  10. Anthropic:Transformer Circuits精选

    Anthropic 论文:叠加现象与玩具模型

    Anthropic 的 Transformer Circuits 发布论文《Toy Models of Superposition》,用小规模 ReLU 网络在稀疏合成数据上训练,证明神经网络可以在维度不足时以叠加方式表示更多特征,代价是需要非线性过滤来应对特征间的干扰。论文给出叠加发生的相变图,解释神经元为何有时单义、有时多义,并展示模型能在叠加状态下完成绝对值这类简单计算。作者认为该现象可能与对抗样本、grokking 及 MoE 模型的表现相关,并讨论了消除叠加的三条路径及其对可解释性和安全研究的挑战。

    t in other cases don't? We hypothesize that there are really two countervailing forces driving this: Privileged Basis: Only some representations have a privileged basis which encourages features to align with basis directions (i.e. to correspond to neurons); Superposition: Linear representations can represent more features than dimensions, using a strategy we call superposition. This can be seen as neural networks simulating larger networks. This pushes features away from corresponding to neuron

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  11. Anthropic:Transformer Circuits

    Anthropic 研究:Transformer 残差流中的特权基由 Adam 优化器逐维归一化导致

    Anthropic 的 Transformer Circuits 研究探讨了 Transformer 残差流中坐标并非任意、而是存在“特权基”的现象,并初步将原因归于 Adam 优化器的逐维归一化。研究在 2 亿参数模型上复现了 Tim Dettmers 提出的“涌现离群值”,典型层在 d_model=1280 中有 20–60 个离群维度。研究同时排除了 LayerNorm 与有限精度浮点计算作为该基对齐来源的可能。

    he model by either {R} (if the matrix is reading from the residual stream) or R^\intercal (if the matrix is writing to the residual stream). Random rotations do tend to hurt on average, but the numbers are absolutely tiny (for scale, the baseline model has a test loss of about 3.02 nats) and we see much larger noise from e.g. different random seeds at model initialization. From this, we conclude that this model is genuinely rotation-invariant, and that this fact holds even when accounting for fl

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  12. Anthropic:Transformer Circuits

    Anthropic 可解释性团队 2023 年 5 月 Circuits 研究进展

    Anthropic 可解释性团队公布 2023 年 5 月 Circuits 研究进展,重点是用字典学习从叠加(superposition)中提取特征,即 Toy Models 论文中的“Approach 2”,并已着手搭建大规模系统研究的基础设施。团队提出把“特征”定义为激活的最简分解,用信息量衡量字典大小与稀疏编码的权衡,在合成数据上字典大小等于真实因子数时会出现“反弹”。团队同时列出字典学习的若干担忧,并强调这些结果属于初步实验而非成熟论文。

    takes more than one layer to retrieve a feature from superposition, this seems pretty unfavorable since it both wastes compute and (by storing an intermediate result) the very "storage space" that superposition was trying to save. As a result, typical dictionary learning algorithms may be searching over too broad a space of possibilities. One special concern is that they might hallucinate "extra features", which are pairs of features and allow for sparser representations, but don't make sense fr

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  13. Anthropic:Transformer Circuits

    Anthropic 用字典学习分解语言模型,提取单义特征

    Anthropic 在 Transformer Circuits 发布研究,用稀疏自编码器对单层 Transformer 的 MLP 激活做字典学习,从 80 亿数据点中提取出比神经元更单义的可解释特征。研究聚焦 A/1 运行学到的 4096 个特征,发现阿拉伯文、DNA、base64、希伯来文等特征在神经元视角下几乎不可见,且激活这些特征能引导模型生成对应内容。作者还报告特征在不同模型间具有普遍性,并会随字典规模增大而分裂成更细的特征家族。

    ribed three strategies to finding a sparse and interpretable set of features if they are indeed hidden by superposition: (1) creating models without superposition, perhaps by encouraging activation sparsity; (2) using dictionary learning to find an overcomplete feature basis in a model exhibiting superposition; and (3) hybrid approaches relying on a combination of the two. Since the publication of that work, we've explored all three approaches. We eventually developed counterexamples which persu

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  14. Anthropic:Transformer Circuits

    Anthropic 可解释性团队 2024 年 1 月研究进展

    Anthropic 可解释性团队公布 2024 年 1 月多项阶段性研究,包括注意力叠加(attention superposition)的进一步探究、用字典学习在 MNIST 模型中寻找稀疏特征、8 层模型中的特征、大模型中的多语言特征,以及 Ghost Grads 对重采样方法的改进。团队表示未来数月将聚焦注意力叠加、字典学习等方向,并强调这些结果属于初步实验分享,而非成熟论文。

    our findings about feature splitting. But an important open question remains whether we can find evidence for a "strong superposition hypothesis", or whether features are just a pragmatically useful abstraction. Features in an 8-layer Model In Towards Monosemanticity, we highlighted scaling dictionary learning to larger models as a key direction of future work. We have since applied dictionary learning to the MLP activations of an 8-layer transformer, and identified a number of interesting feat

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  15. Anthropic:Transformer Circuits

    Anthropic 可解释性团队 2024 年 2 月 Circuits 研究进展

    Anthropic 可解释性团队公布 2024 年 2 月 Circuits 研究进展,指出字典学习中“垂死特征”源于 L1 正则惩罚在特征找到有用方向前就将其杀死,并给出多项稀疏自编码器训练改进:将 Adam 的 beta1 设为 0、把 beta2 从 0.999 调到 0.9999、约束解码器范数小于等于 1 并剪枝范数低于 0.99 的特征、移除 pre-encoder bias、对激活向量做归一化,以及在训练最后 20% 线性衰减学习率。团队还发现 ghost grads 实现中的一个 bug 反而改善了训练损失,并称 ghost grads 在 1L 模型上提升明显,但在更大模型上初步实验差异不大。

    etter ways to handle dying neurons. Tanh Penalty in Dictionary Learning One challenge in training sparse autoencoders with an L1 penalty is shrinkage. That is, in addition to encouraging sparsity, an L1 penalty encourages the autoencoder activations to be smaller than they would be otherwise. In our experiments, we came to believe that this was at least partly responsible for our sparse autoencoders recovering a smaller fraction of the MLP loss than we might have hoped. To remedy this, we studie

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  16. Anthropic:Transformer Circuits

    Anthropic 反思可解释性研究:定性研究为何应成为一等公民

    Anthropic 的 Transformer Circuits 发布《Reflections on Qualitative Research》,主张可解释性尚处前范式阶段,定性结果应被视为一等公民。文章以 Anscombe's Quartet 说明汇总统计会掩盖高维数据的大部分信息,并指出部分可解释性论文先定义指标再严格测量,属于 Cargo-Cult Science;作者以自身在 dictionary learning 中 tanh-regularization 的研究为例,汇总统计一度显示很有前景,最终靠定性检查特征才发现被误导。

    ink, or that hide the core complexity we’re trying to study. So while there are good reasons that mature fields lean heavily on summary statistics, and develop a culture that encourages them, that culture can be misleading in pre-paradigmatic fields, and in interpretability we need to be mindful of this. Rigor and The Signal of Structure How do we know if qualitative results are "real"? What does rigorous qualitative research look like? We don't have tools like "statistical significance" to fall

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  17. Anthropic:Transformer Circuits

    Anthropic 可解释性团队 2024 年 3 月 Circuits 研究进展

    Anthropic 可解释性团队发布 2024 年 3 月 Circuits 更新,分享稀疏自编码器(SAE)在语言模型电路发现中的初步实验。团队在 18 层模型第 9 层残差流上训练扩展因子约 256 的 SAE,用归因分数自动定位驱动“Michael Jordan plays the sport of”等补全行为的篮球、棒球、网球特征,并发现多个注意力头从这些特征产生直接 logit 效应。

    es cancellation between direct and indirect effects. The paper works around this by running one backwards pass per layer, skipping that layer when computing gradients, and then averaging the effects across the passes They validate their improvements by comparing their approximations to nodes' influences with the "ground truth" of activation patching, on Pythia-12B. They also demonstrate that attribution patching is more efficient than some other clever ways of approximating activation patching.

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  18. Anthropic:Transformer Circuits

    Anthropic 可解释性团队 2024 年 4 月研究进展

    Anthropic 可解释性团队发布 2024 年 4 月 Circuits Updates,分享字典学习扩展律、SAE 训练方法更新、字典学习特征对模型行为影响等初步研究,并公开可解释性架构项目与多个开放问题。团队目前 17 人,2023 年招聘 10 人,正招聘经理、研究科学家和研究工程师,预计 2024 年及 2025 年继续大幅扩张。

    through to the model according to the same procedure as in Towards Monosemanticity (the case of scaling factor equal to zero corresponds to a feature ablation). We compute the average increase in the model’s loss following this procedure. Our goal is to determine whether the loss increase from rescaling feature activation values is especially high compared to other model perturbations with similar statistics. If so, it would provide evidence that feature directions exert “special” influence on

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