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星期四

  1. The Next Platform

    分布式 AI 训练如何改变数据中心之间的网络

    Google、微软、AWS、Meta 等已把大模型训练扩展到多个数据中心:Google 称 Gemini 采用跨集群同步训练,微软把威斯康星与佐治亚的 AI 数据中心连成一台分布式 AI 超级计算机,AWS 跨广域连接集群供 Anthropic 训练 Claude。Cisco 估计如今训练模型可能需要数万块 GPU 的集群,Epoch AI 预计到 2030 年最大单次前沿训练耗电可达 4-16GW;Cisco 建模显示分布式 AI 部署的聚合带宽需求约为传统 DCI 基线的 14 倍。

    ives hyperscalers and datacenter operators the flexibility to add compute where power and space are available, while still treating multiple sites as part of the same training infrastructure. SPONSORED FEATURE: HPE and NVIDIA help organizations apply accelerated computing, software, enterprise infrastructure, networking, control plane, and services to the workloads and business outcomes that matter most. October 1, 2026 September 30, 2026 AMD Buys World Labs For $8.2 Billion To Get AI Model Cred

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  2. Air Street Press

    Air Street Press 发布第九份年度《State of AI Report 2026》

    Air Street Press 发布第九份年度《State of AI Report 2026》,作者 Nathan 认为前沿竞争已是 Anthropic、OpenAI 和 Google 三实验室之争,智能体在软件与科研中承担实际工作,物理 AI 正接近其 GPT-2 时刻。报告还提到 Epoch AI 估算固定分数成本自 2023 年以来每季度下降 47%,OpenAI 与 Anthropic 合计年化收入在夏末达到 1050 亿美元,并记录了智能体在评估中攻入 Hugging Face 生产基础设施等安全事件。作者同时给出未来 12 个月的三项预测,包括智能体在客户工作中将新任务失败率减半、自主 AI 团队在同等时间与算力下击败人类主导的模型研究。

    at the evidence supports, debating it with researchers and builders, and explaining why it matters. We also make predictions each year and return to grade them. Past calls include NVIDIA failing to acquire Arm, transformers achieving leading results beyond language, and an open-source model surpassing OpenAI’s o1, which DeepSeek-R1 subsequently did. Let’s dive into the key stories This year, agents are doing valuable work in software and science, physical AI is learning how to act in the world,

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  3. The Next Platform

    HPE 发布面向 AI 时代的首批新一代 ProLiant Gen 13 服务器

    HPE 发布首批 ProLiant Gen 13 服务器,共四款,均采用 AMD 6 月发布的 6th Gen Epyc 9006 SP7 "Venice" CPU。旗舰 ProLiant DL585a 为 10U 机型,最多支持 8 块双宽 GPU 和 2 颗 256 核 Epyc,2027 年 3 月上市;单路风冷 1U 的 DL525 下月上市。HPE 同步升级 iLO 8 管理软件,新增硬盘自动加解密与多方授权,以应对 AI 与智能体工作负载的安全需求。

    n Epyc 9006 SP7 “Venice” CPUs, which the chipmaker released in July. Anchoring the new systems is the ProLiant DL585a, a 10U server that can hold up to eight double-wide GPUs from Nvidia, AMD, or Intel and two of the latest AMD Epyc CPUs, which offer up to 256 cores each. The system also includes sixth-generation PCI connectivity. The server, which will be available in March 2027, is built to accommodate current and future power and thermal demands and address the growing token throughput and PC

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  4. MarkTechPost

    Liquid AI 开源 d1-3B 与 d1-omni-600M 多模态决策模型

    Liquid AI 发布 Open d1 系列两款开源权重多模态决策模型:d1-3B 读取文本与图像,d1-omni-600M 读取文本加图像或音频,两者都不生成文本,而是在一次前向传播中返回校准后的类型化答案,输出 token 数为 0。d1-3B 有 3.12B 参数,基于 LFM2.5-VL-3B,使用 400M SigLIP2 NaFlex 视觉编码器和 32,768 token 上下文;d1-omni-600M 有 587M 参数,基于 LFM2.5-Encoder-350M,音频编码器为 17 层 FastConformer,上下文 16,384 token,音频片段上限 30 秒。两个检查点已上 Hugging Face,可通过 Transformers 加载并支持 llama.cpp,LFM Open License v1.0 允许年收入低于 1000 万美元的免费商用;d1-3B 在 Decision Index v0.2.1 得 48.57,在 RTX 4090 上单问题延迟 8 ms。

    image, or text with audio. Neither model writes text. Each returns calibrated, typed answers in one forward pass with zero output tokens. The target is real-time decisions on the NVIDIA stack: DGX servers, RTX workstations, and Jetson edge boards. Is it deployable? Yes. Both checkpoints are on Hugging Face, load through Transformers, and have day-one llama.cpp support. The LFM Open License v1.0 allows free commercial use below $10 million in annual revenue. d1-omni-600M is an early research rel

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星期二

  1. The Rundown AI

    犹他州批准 Nolla Health 的 AI 诊断痤疮并开具处方

    犹他州授权 Nolla Health 的 AI 评估痤疮并开具首次处方,这是美国首个此类批准,也超出该州此前仅限续方的试点范围。成人在 Nolla Derm 应用中填写问卷并做面部扫描,几分钟内获得治疗方案和处方,方案每月 4.99 美元;AI 只能从外用乳膏和凝胶中为轻中度痤疮选药,口服药、isotretinoin(Accutane)和重症不在范围内。初期每张处方由两名医生审核,后续转为事后复核并每月抽查至少 10% 病例,每提升一阶段都需达到 95% 医生一致率和零严重不良事件等安全目标,并获得州政府书面批准。

    al times a week. Meta is rolling out Audio Balance and Mono Audio to its smart glasses, alongside broader availability of walking directions and phone-to-glasses location sharing. Nvidia’s stock hit a record high, putting it within reach of becoming the first company worth $6T, Bloomberg reports. Instagram is exploring a Plus-only “read-only” mode that blocks interactions and story viewing, but it remains an internal experiment with no confirmed launch. Elon Musk regained trillionaire status aft

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  2. AWS Machine Learning

    直接在 SageMaker Studio 中管理 Amazon SageMaker HyperPod Spaces

    AWS 推出新功能,数据科学家和 ML 工程师可直接在 Amazon SageMaker Studio UI 中创建、配置、启停和打开 SageMaker HyperPod EKS 集群上的 Spaces,无需再依赖 HyperPod CLI 或 kubectl。新界面位于 HyperPod 集群详情页的 IDE and Notebooks 标签页,支持 JupyterLab、Code Editor 及通过 SSH-over-SSM 连接 VS Code,冷集群启动通常需几分钟,配合超配约 30–40 秒。

    memory) with the sagemaker-distribution:latest-cpu SMD image, which is about 3.5 GB: Note: These numbers are CPU-only. GPU Spaces need their own placeholder Deployment requesting nvidia.com/gpu with the GPU image pre-pulled. Otherwise, GPU nodes stay cold, and at roughly 10 GB the GPU image costs far more to pull than the 3.5 GB CPU image. Note: Each warm node holds one EC2 instance in the Running state. For on-demand nodes, this is an extra cost of keeping the warm nodes up and running. For mo

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  3. The Next Platform

    Cisco 谈 AI 训练跨数据中心组网:Scale-Across 与 Silicon One

    Cisco 提出“Scale-Across”主张,认为当单一数据中心电力受限、AI 训练需跨多站点运行时,网络必须从简单传输变成计算系统的一部分。Cisco Fellow Rakesh Chopra 在采访中介绍了 Silicon One 架构与 Intelligent Collective Networking,用于管理 GPU 同步突发流量、降低瓶颈并改善作业完成时间,同时涉及 MACsec、IPsec 硬件加速与可编程性。

    or larger, more distributed AI environments, the discussion offers a practical view of the networking challenges that emerge once one site is no longer enough. Watch the full interview below. SPONSORED FEATURE: HPE and NVIDIA help organizations apply accelerated computing, software, enterprise infrastructure, networking, control plane, and services to the workloads and business outcomes that matter most. October 1, 2026 September 30, 2026 AMD Buys World Labs For $8.2 Billion To Get AI Model Cred

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

    Credit Crunch:AI 泡沫与债务危机

    Ed Zitron 在长文中指出,OpenAI 和 Anthropic 等 AI 公司每年至少需要 500 亿美元或更多债务,且信用评级可能沦为低档垃圾级。他提到 Anthropic 拥有 4130 亿美元不可取消的计算合同,180 亿美元 Oracle 数据中心债务正以面值 84 美分交易。文章认为市场对 AI 繁荣的乐观假设极不现实。

    ng to be able to raise at all. This makes the $174 billion in debt that SB Energy needs to raise to fund its theoretical data center project with OpenAI — even when backstopped by NVIDIA — either horrendously expensive or impossible to complete, as does it mean that any future large, multi-gigawatt projects will add billions of dollars in interest payments to already-expensive debt. This all makes pontifications that data center spending will increase to $32 trillion by 2050 equal parts stupid a

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  5. MIT Tech Review

    MIT Tech Review 公布 2026 年十大值得关注的气候科技公司

    MIT Technology Review 发布年度十大值得关注气候科技公司榜单,涵盖移动防洪屏障、半固态电池、压缩 CO₂ 储能和下一代核反应堆等方向,并反映出 AI 数据中心激增的能源需求这一行业变化。未来几天该栏目将逐一介绍这 10 家公司及评选标准。

    owered lie detector. ( MIT Technology Review ) 2 The only billionaires making money this year are in tech Tech fortunes now account for 36% of billionaire wealth. ( Bloomberg $) + Nvidia is on the verge of the first $6 trillion valuation. ( CNBC ) + SpaceX stock has made Elon Musk a trillionaire again. ( Gizmodo ) 3 Norway is planning the first national ban on smart glasses Camera-enabled glasses could be barred from public spaces. ( Guardian ) + Several other countries are also mulling bans. (

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  6. ChinaTalk

    为什么数据才是军事 AI 的难点:ChinaTalk 对话 Accenture 防务 AI 负责人

    Accenture 防务 AI 与数据负责人 Bharat Patel 在 ChinaTalk 播客中指出,数据永远不会"AI-ready",真正决定军事 AI 成败的是用例驱动的数据采集、标注、存储与测试。他以 2017 年启动的 Project Maven 为例,称初期大量数据不含相关目标导致模型上线后表现不佳,团队不得不持续采集相关数据;陆军研究实验室为获取第二代 FLIR 坦克数据,甚至自建数据采集盒贴近传感器收集。他还提到乌克兰通过多年战场数据积累奠定自主系统基础,并强调对手会用伪装、欺骗、电子战和投毒数据对抗。

    data to work. There’s a lot of variation in maturity across our industry partners on synthetic data. When it comes to autonomous vehicles, commercial industry is investing a ton — NVIDIA is doing some things, and the technology is getting there. But applied to the sensors the Army has, that’s different from the commercial sensors on airplanes or new autonomous vehicles. Military sensors could be two or three years older, with completely different look angles, different biomes, different experien

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  7. 9to5Google

    Google 似乎终于想明白当初为何收购 Fitbit

    Google 在 2019 年收购 Fitbit 后,如今让该品牌重新以独立硬件品牌身份运营,其软件已深度整合进 Google 各项健康业务。继 5 月 Fitbit Air 大获成功后,Google 准备推出 Charge 系列续作 Edge,距上代更新已隔 2023 年,新增通知、Google Maps、音乐控制和 Find My Device 等功能。作者认为 Edge 虽难复制 Air 的文化影响,却证明 Google 理解了收购 Fitbit 的初衷。

    hone, but at least these ones will be checks price only $200; Google Messages rolls out new long-press menu with partial copying [Updated]. Our long non-copying nightmare is over; Nvidia Shield TV Pro is now $299 – a $100 price hike seven years after the Android TV box launched. Nvidia almost singlehandedly caused the RAM crisis, so I think the company should be giving these away free, not increasing the price by 50%; Pixel 10a gets a $100 price hike, now starting at $599. Oof, this one hurts; N

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  8. BBC 中文

    美国国防部正式停用 Anthropic 的 AI 工具

    美国国防部一名官员向 BBC 表示,五角大楼已停止使用 Anthropic 的产品。国防部长赫格塞斯今年 2 月以国家安全为由将 Anthropic 列为供应链风险,并宣布 8 月下旬前停用其产品,但多名知情人士称直到上周该部门仍在研究、情报搜集及针对伊朗的军事行动中使用 Claude 模型。Anthropic 称这一认定史无前例且违法,已起诉特朗普政府;同期五角大楼与 Google、xAI 和 OpenAI 等公司签署了合同。

    工資誰最高?, 節目全長 1,37 更多短片結束 更多相關內容 習近平訪美晤特朗普:中美AI超級強國的雄心成為焦點2026年9月23日; 中國人工智慧工具「教導」研究人員製造生物武器2026年9月30日; 特朗普與習近平會面在即,中國的AI雄心正在烏蘭察布高歌猛進2026年9月23日; 美國科技巨頭呼籲放緩AI發展速度——中國怎麼看?2026年9月18日; Nvidia執行長黃仁勳駁「AI滅絕人類」憂慮:是「末日敘事」2026年9月21日; AI巨頭前僱員:同業「真誠恐懼」人類遭滅絕,西方必須與中國協調2026年9月13日 頭條新聞 中美AI軍事化背景下 BBC獲悉五角大樓正式停用 Anthropic 工具6 分鐘前; 台北市長選戰:蔣萬安的2028前哨戰,沈伯洋能否靠「洋流」突圍?8 小時前; 俄羅斯鼠疫實驗室人員死亡 美方稱「密切關注」4 小時前 特別推薦 中國開始打擊AI戀愛關係,是過度干預還是先見之明?2026年10月1日; 軍情五處警告:中國資助英國研究,成果交予北京間諜機關2026年9月30日; 中國人工智慧工具「教導」研究人員製造生物武器2026年9月30日; 「我喜歡證

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  9. Latent Space精选

    Reflection 发布 Beam:501B 总参数、23B 激活的美国开源 MoE 模型

    Reflection 发布 Beam,一个面向编码、智能体与科研的纯文本 MoE 模型,总参数 501B、激活 23B,从零训练,Apache 2.0 全量权重预计本月发布。团队称预训练用了 23.8T token,并在约 10,500 块 GB300 上各跑四周预训练与 RL,自报 SWE-bench Verified 得分 80.9。观察者认为 Beam 大致处于 GLM-5.2 水平,部分基准低于 DeepSeek V4 Flash。

    unning at once (sandboxes); Positioning: Observers place Beam around GLM-5.2 level (iScienceLuvr) and below DSv4 Flash on some benchmarks (critique). Nathan Lambert groups it with Nvidia and Thinking Machines as strong US releases that still trail Chinese counterparts (Lambert); Other open and specialized models:Aleph Alpha Kolibri: 78B total / 3.46B active, Apache 2.0, built for German and English. Self-reported scores are 96.9% AIME 2025, 84.3% GPQA Diamond and 66.4% SWE-Bench Verified (summar

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  10. LiveKit 产品与工程博客

    Retell vs. Vapi vs. LiveKit:面向开发者的语音 AI 智能体对比

    LiveKit 从四个工程问题对比 Retell、Vapi 与 LiveKit 三款语音 AI 智能体平台:是否需要在发布后持续迭代、需求超出默认配置时如何改动、是否要支持电话之外的 Web、移动、视频、设备或 WhatsApp,以及规模化成本。Retell 靠滑块和字段配置,Vapi 靠 PATCH assistant 与 schema,LiveKit 则把开源 Agent 框架放进开发者自己的代码仓库。按公开定价估算,LiveKit 全包成本约从 Gemma 4 31B、AssemblyAI Universal-Streaming 与 Fish Audio S2.1 Pro 组合起,到 GPT-5.5、AssemblyAI Universal-3.6 Pro Streaming 与 Cartesia Sonic 3.5 的高配方案。

    vives only as credential and voice-provider types in the API. Retell has none. Can the agent run on hardware, including a robot? Only LiveKit. It runs on ESP32, embedded Linux and Nvidia Jetson, so the SDKs behind a phone agent also power a speaker, a kiosk or a wearable. For robots, LiveKit streams camera, sensor and control data in the same room as the voice agent, and LiveKit Portal syncs frames with robot state, arbitrates control between operator and policy, and bridges ROS and LeRobot. Can

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  11. PyTorch Blog

    PyTorch 媒体处理生态演进:解码编码统一到 TorchCodec

    PyTorch 将图像、视频、音频的解码与编码能力统一收敛到 TorchCodec,TorchVision 和 TorchAudio 中相关 API 已弃用或移除,两者今后专注 transforms。TorchCodec 支持 CPU 与 CUDA,CUDA 视频解码性能普遍优于旧实现,并集中处理 FFmpeg 4 至 9 等依赖。三个库现已 ABI 稳定,不再绑定单一 PyTorch 版本。

    udio, particularly for CUDA video decoding. Maintenance and dependencies. Media I/O involves a lot of dependencies: six major FFmpeg versions (4 through 9 at the time of writing), NVIDIA’s codec SDK for GPU decoding, and one library per image format (libjpeg, libpng, etc.), each with its own licensing rules about what we can ship. On top of that, none of them are pure Python dependencies: they’re all C/C++ libraries, which makes the build, the CI, and the releases much harder. All of this comple

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  12. TechCrunch AI

    Reflection 发布开源权重模型 Beam,对标中国开源模型并压低算力成本

    Reflection AI 正式发布其首个前沿开源权重模型 Beam,称在高级推理基准上与中国领先开源模型持平,且推理算力消耗少 3-4 倍。Beam 为文本 MoE 模型,总参数 5010 亿、激活 230 亿,预训练 23.8 万亿 token,上下文窗口 100 万 token;对比 Z.ai 的 GLM-5.2 总参数约 7440 亿、激活 400 亿。公司称本月将公开权重与完整技术细节,并通过超大规模云厂商和 neocloud 分发,性能主张尚未经独立验证。

    g is a multimodal model and Beam is text-only. Reflection was founded in 2024 by two former Google DeepMind researchers and has raised roughly $4.7 billion from backers, including Nvidia, Sequoia Capital, and Lightspeed Venture Partners, per PitchBook. Its last round valued the company at a $25 billion pre-money valuation . The startup has also been locking up compute — a key ingredient needed to train frontier models capable of luring customers away from Anthropic’s and OpenAI’s closed models,

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  13. TechCrunch AI

    Etched 被报出 400 亿美元以上估值的融资报价

    据知情人士透露,AI 芯片初创公司 Etched 正在评估新一轮融资报价,估值从顶级投资方的 400 亿美元到较小投资方的 500 亿美元不等,谈判尚处早期。两个月前该公司刚以 210 亿美元估值完成 7 亿美元融资,其自研芯片主打推理加速,Jane Street 领投上一轮并已接收早期系统,公司称已获得 10 亿美元客户订单。

    s could give Etched a cushion of as much as 3.5 years of runway. There are reasons why VCs are hot to own a piece of Etched. The four-year-old startup shows promise of challenging Nvidia. Not only did quant trading firm Jane Street lead the last $700 million round, it is also a customer that took delivery of an early system. Etched said in July that it had already secured $1 billion in customer orders, including the one from Jane Street, after manufacturing its test chip at a TSMC factory this s

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星期三

  1. The Rundown AI

    OpenAI 发布 722 篇数学论文,称推进多个公开难题

    OpenAI 从未公开的内部模型一次性发布 722 篇数学论文,归入 372 个结果族,声称解决或推进了该领域的重要公开问题。其中最激进的说法是证明了“准黎曼假设”,即素数分布这一百万美元难题的弱化版本;其中 162 篇论文的主要结果用 Lean 编写,可由计算机逐步验证。OpenAI 表示几乎所有新结果只需一次提示词,平均消耗 3 小时 ChatGPT Pro 算力,而上月的 Navier–Stokes 证明动用了 1 万个 AI 智能体。

    re installation, it examines AI agent skills, MCP servers, and CLI tools for malware, prompt injection, and credential theft using professional, open-source security scanners from NVIDIA, Cisco, Datadog, and the Open Source Security Foundation. The tool returns a clear verdict: safe to install or blocked, with the exact reason. It then installs only the verified version, preventing a different version from being swapped in between. A single check can also cover multiple AI agents, installing the

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  2. The Register

    COSMIC 禁止 AI 生成代码贡献,GNOME 内部就接纳 AI 漏洞报告展开争论

    System76 更新 COSMIC 桌面贡献者指南,要求提交者声明 PR 中的代码、注释和描述均未包含任何 LLM 生成内容。GNOME Calendar 和 GNOME Extensions 同样限制 AI 生成提交,但 GNOME 开发者 Michael Catanzaro 主张项目应接受 AI 生成的漏洞报告,认为用 C、C++、Vala 等不安全语言很难写出安全代码。

    ks It won't kill you, or humanity, to get off the AI upgrade treadmill New models arrive so fast, we already have more new tech than it's possible to understand in a career Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 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 in

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  3. Liquid AI 模型与工程博客精选

    Liquid AI 发布 d1-3B 与 d1-omni-600M 开放权重决策模型

    Liquid AI 发布 d1-3B 和 d1-omni-600M 两款开放权重决策模型,已在 Hugging Face 上线。d1-3B 在 Decision Index v0.2.1 公开集得 48.57,超过所有 10B 以下模型,与 12 倍规模的 Decider 35B-A3B 持平;单次提问在 RTX 4090 上 8 ms、Jetson AGX Thor 上 16 ms、Jetson AGX Orin 上 26 ms、Jetson Orin Nano 上 50 ms。d1-omni-600M 是首个实验性 checkpoint,支持文本与图像或文本与音频输入,同一指数得 15.95。

    ly. d1-3B scores 48.57 on the Decision Index v0.2.1 (public split), ahead of every model under 10B and on par with Decider 35B-A3B, a decision model 12x its size. It runs the full NVIDIA stack, from DGX in the data center to Jetson at the edge: d1-3B answers a question in 8 ms on an NVIDIA GeForce RTX 4090, 16 ms on a Jetson AGX Thor, and 26 ms on a Jetson AGX Orin. Even the Jetson Orin Nano runs it in 50 ms, fast enough for real-time decisions on the smallest edge hardware. d1-omni-600M is our

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