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星期六

  1. The Verge AI

    Cloudflare CEO Matthew Prince 能拯救被 AI 冲击的互联网吗?

    Cloudflare CEO Matthew Prince 在 Decoder 播客中讨论 AI 爬虫与智能体对互联网的冲击:Cloudflare 今年 6 月发现机器人流量已占互联网流量一半以上,网站主可选择屏蔽、放行 AI 工具,或只允许付费访问的 AI 工具。Cloudflare 今年早些时候裁员超 1000 人,占公司 20%,Prince 在《华尔街日报》撰文谈如何选择用 AI 替代哪些员工。

    ets are pretty efficient. We’re going to have more and more people coming into the space. The second thing that you need is chips. You need the silicon to run these things. Today, Nvidia is the best in the world at that, but you’ve got a whole bunch of others, whether that’s AMD or Qualcomm or all the hyperscalers, that are building their own chips in order to power these things. While we have a massive shortage in the availability of silicon and the ability to actually power it up and turn it o

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  2. AWS Machine Learning

    AWS 在 Amazon EKS 上用 EFA 和 DeepEP 扩展 MoE 强化学习,吞吐量提升 40%

    AWS 发布了一套在 Amazon EKS 上结合 EFA 与 DeepEP 加速 MoE 模型强化学习训练的架构,吞吐量提升 40%。该方案针对 RLHF 和 GRPO 等大规模 RL 训练中 rollout 生成与策略训练的资源竞争、跨节点通信瓶颈以及专家并行(EP)带来的动态 all-to-all 通信开销进行优化。DeepEP 负责在 EFA 上优化专家并行通信,缓解从节点内 NVLink 到节点间低带宽链路切换带来的压力。

    licy training requires tightly coupled workers that progress in lockstep, much like pre-training or SFT. Any latency spike or straggling worker can stall the entire job or trigger NVIDIA Collective Communications Library (NCCL) timeouts. RL systems must balance these two workloads because any mismatch in their rates can leave hardware idle or introduce training instability. Figure 1: The asynchronous RL loop, where rollout workers generate experience through distributed inference while policy-tr

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  3. AWS Machine Learning

    在 Amazon SageMaker HyperPod 上用 SkyRL 加速多模态 RL 训练

    AWS 展示如何在 Amazon SageMaker HyperPod 上运行开源 RL 框架 SkyRL,用 GRPO 训练 Qwen3-VL-8B 视觉语言模型完成 2D 迷宫导航。从 VisGym SFT 检查点出发,在固定 64 个迷宫评测集上把解迷宫成功率从 43.75% 提升到 95% 以上。方案使用 3 台 ml.g7e.12xlarge(共 6 张 GPU)加 1 台 ml.r5d.16xlarge 头节点,vLLM 与 FSDP 策略模型共置,LoRA 适配器经 Amazon FSx for Lustre 同步。

    hese are the instance types we used. Other GPU instances and cluster sizes work as well, provided the workers have enough GPU memory for the model. Workers: 3x ml.g7e.12xlarge (2x NVIDIA RTX PRO 6000 Blackwell GPUs each, 6 GPUs total); Head: ml.r5d.16xlarge (512 GB RAM, manages Ray GCS, dashboard, and LoRA adapter consolidation); Policy model: Qwen3-VL-8B with LoRA (rank 32), sharded across the 6 GPUs using PyTorch FSDP; Rollout engines: 6 colocated vLLM instances, one per GPU; Shared storage: A

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  4. AWS Machine Learning

    在 Amazon SageMaker AI 上部署 Qwen3-TTS 实时个性化语音

    阿里云 Qwen 团队开源的 Qwen3-TTS-12Hz-1.7B-Base 已上线 Amazon SageMaker JumpStart,可部署为全托管实时推理端点,仅凭几秒参考音频与转写文本即可克隆音色,无需重新训练。该模型覆盖中文、英语、日语等 10 种语言,支持流式生成与跨语言克隆,输出 24 kHz 音频,并可与 Qwen3-TTS-12Hz-1.7B-CustomVoice、Qwen3-ASR-1.7B 一同选用。

    ook instance, or a local environment with the Amazon SageMaker Python SDK installed; Sufficient service quota for a supported GPU instance. This walkthrough uses ml.g6.4xlarge (1x NVIDIA L4 GPU, 24 GB), which is sufficient for the 1.7B model; A short reference audio clip of the target speaker (a few seconds is sufficient) and a transcript of the words spoken in it Step 1: Deploy the model from JumpStart Construct a JumpStartModel with the model ID and deploy it. The GPU memory override is the mo

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星期五

  1. The Next Platform

    IonQ 用单颗 CPU 实现量子纠错实时解码

    IonQ 科学家称已开发出仅用单颗标准 CPU 即可实时完成量子纠错解码的解码器,并可在后台运行、不打断量子计算机工作。其基准电路模拟了最多 408 个逻辑量子比特、88 个内存块与 magic factories,运行超 3150 万次量子操作,额外 stretch time 低至 0.02%。该方案基于双滑动窗口与 beam search 解码器,面向其 Walking Cat 架构,并支撑其超越 Superion 系统 256 个物理量子比特的路线图。

    so has to be tailored to the specific error correction code – like surface code or color codes – that is being used. Advancements are being made. GPU acceleration, such as through Nvidia’s CUDA-Q platform, is coming into play, as is the use of AI. Recent examples include IBM using a large language model (LLM) framework to sort through thousands of code variations to determine the right one for a particular environment. Google two years ago created AlphaQubit, which uses a transformer-based neura

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  2. The Rundown AI

    Meta 在 Connect 2026 为 Muse 智能体推出 Charm 钥匙扣设备与眼镜集成

    Meta 在 Connect 2026 活动上为旗下走红的 Muse 智能体发布多项升级,包括 12 月发货的钥匙扣硬件 Charm、数月内上线的 AI 眼镜集成、实时语音与视频对话,以及可同步语音的 Muse Realtime Avatar。扎克伯格称 Charm 是“与 Muse 对话最快的方式”,眼镜端将提供连 Meta 也无法获取数据的私有处理模式。PayPal、Walmart、Shopify、GitHub 和 Box 等公司已成为 Muse 合作伙伴,此前亚马逊本周早些时候曾阻止其访问。

    n warning about losing “control of the future to AI.” FLUX-maker Black Forest Labs released FLUX 3 Action, an open-weight model that steers robot arms from camera footage, beating Nvidia’s Cosmos 3 on a simulation leaderboard at under half its size. The U.S.’s AI build-out could attract $10.3T by 2032, creating jobs but fueling inflation and squeezing housing construction, reports the Wall Street Journal. OpenAI hired Patreon co-founder Sam Yam to lead its new Creator Product division, tapping a

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  3. AWS Machine Learning

    Amazon SageMaker HyperPod 与 Qumulo 实现跨区域训练

    Amazon SageMaker HyperPod 与 Qumulo 的 Cloud Native Qumulo(CNQ)和 Cloud Data Fabric(CDF)组合,可让训练计算位于一个 AWS Region、数据集留在另一个 Region,无需复制数据或修改代码。验证中,位于 us-west-2 的 spoke 集群通过 CDF 以 60 ms 网络延迟读取 us-east-2 的数据,运行 1.02B 参数 LLaMA v3、2 台 ml.p5.48xlarge(共 16 张 H100),短暂预热后吞吐追平本地 hub 集群。NeuralCache 预热后 94–96% 读取由本地缓存以低于 5 ms 延迟完成。

    : pytorchReplicaSpecs: Worker: replicas: 2 restartPolicy: OnFailure template: spec: containers: - name: pytorch image: .dkr.ecr.us-east-2.amazonaws.com/ :latest resources: limits: nvidia.com/gpu: 8 vpc.amazonaws.com/efa: 32 command: - torchrun - --nproc per node=8 - --nnodes=2 - /workspace/train fsdp.py - --dataset-path=/csi/data/c4 - --checkpoint-path=/csi/checkpoints/llama-fsdp - --batch-size=24 - --seq-length=4096 - --num-workers=64 - --prefetch-factor=4 volumeMounts: - mountPath: /csi name:

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  4. Latent Space

    Runway 详解 GWM Worlds 2 的 WorldPrompt 与实时世界生成工程

    Runway 本月推出研究预览版 GWM Worlds 2,把高保真视频与音频生成变成实时交互式模拟,并提出 WorldPrompt 输入格式,可固定首帧等环境要素后按时间戳编排事件。该模型以 720p、24fps 视频和 48000Hz 音频流式输出,做法是先微调基础音视频模型以适配 WorldPrompt,再后训练为自回归生成,最后用蒸馏做到实时。CTO Kamil Sindi 与首席研究科学家 Robin Kahlow 表示,自回归模型的误差累积、长时记忆和上下文取舍仍是待解问题,模型也没有结构化状态可供智能体读取。

    asis [00:03:27]: One of the first projects that, we built with, one of my two co-founders, Chris. This was taking, pix2pixHD, which was one of the early image-to-image models that NVIDIA released back in 2016 or 2017. and it was a model that would take a semantic map of a scene and then generate a photorealistic, let’s call it, output. very early days, so it was not very high-fidelity outputs, but it w I think was the first image-generation model that could generate at 1K resolution. And it was

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  5. LMSYS Blog

    用 SGLang 扩展类 JEV 决策模型:Score API 与 MIS 评分

    LMSYS 介绍如何用 SGLang 的 /v1/score 接口服务类 JEV 决策模型:调用方通过 label_token_ids 显式请求标签 token 分数,而非依赖生成响应的 top-k logprobs。SGLang 支持单条评分(SIS)与多条评分(MIS),MIS 在单次请求内复用共享 query 计算并保持各候选隔离,在测试负载下延迟随候选数量增长明显更小。文章还对比了 Fused-Choice 与 Setwise 评分,并给出部署与请求示例。

    n the prefill-only roadmap. Acknowledgements This post was developed in collaboration with the SGLang and LinkedIn teams. Additional contributors to the performance optimizations: NVIDIA: Po-Han Huang, for the Qwen3.5 MIS contribution; TikTok: Hongyu Lu The benchmark clients are available in chuanrui/sglang-benchmark, under lmsys blog/jev bench. The examples below use Qwen3-0.6B on one H200 and cover the pointwise experiments: a closed-loop concurrency sweep with candidate-count breakdowns and a

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星期四

  1. The Verge AI

    黄仁勋谈 AI 与气候变化:先承受巨大痛苦,再谈可持续未来

    英伟达 CEO 黄仁勋在 The Ezra Klein Show 节目中称,AI 能帮助应对气候变化,但前提是先造成“巨大的痛苦与磨难”,并抱怨美国化石燃料电厂建设不足。文章指出,加州大学河滨分校、加州理工和罗切斯特理工学院的研究估计,与 AI 相关的空气污染到 2028 年可能导致多达 1300 人过早死亡、超过 200 亿美元公共健康成本。

    As Jensen Huang puts it, AI can help fight climate change — but only if it inflicts “an enormous amount of pain and suffering” first. The Nvidia CEO discussed the future of energy and AI’s impact on our planet in the latest episode of The Ezra Klein Show . But his comments boil down to the same accelerationist spin we’ve seen from a variety of tech leaders as well as President Donald Trump. They promise that AI will be such a gift to humanity that it’s worth the damage caused by data centers cur

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  2. Latent Space

    Meta Connect 2026:Muse 个人智能体、眼镜硬件与 Muse Realtime Avatar

    Meta 在 Connect 2026 上把个人智能体 Muse 作为硬件加智能体战略的核心,发布了 Muse 的语音与实时视频能力、Mac 端 computer use、Muse Mail 邮箱地址,以及 Ray-Ban Meta Gen 3、售价 1299 美元的 Meta VR Glasses 和 12 月发货的钥匙扣设备 Muse Charm。Muse 对用户免费,Meta 未来可能从交易中抽成,已接入 Walmart、Best Buy、Gap、Sephora、Instacart 等零售伙伴以及 Box、GitHub、Granola、Notion 等生产力工具,连接器平台有 1500+ 应用。Meta 同时研究性发布 Muse Realtime Avatar,称其响应低于一秒、支持无上限会话时长并对输出加水印,但未发布新的前沿模型,Alexandr Wang 仅预告“最强大的模型”即将推出。

    posable emails and trade crypto. UNSC session : @ClementDelangue described Hugging Face’s own agent cyberattack. He said closed APIs blocked his defenders, so the team switched to NVIDIA’s build of GLM 5.2 . He called for mandatory sharing of agent traces. Altman and Amodei warned about loss of control and misuse. Bengio urged immediate action. Kratsios rejected a global regulator. Related safety research : Redwood argues latent “neuralese” reasoning would erode chain-of-thought oversight. Separ

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  3. SemiAnalysis

    SemiAnalysis 发布 ClusterMAX 3.0 GPU 云评级,覆盖 77 家 neocloud

    SemiAnalysis 发布 ClusterMAX 3.0,对 77 家 neocloud 做全面评测,市场覆盖范围从 2.0 版的 209 家扩大到 323 家,并访谈了 200 多名终端用户。Nebius 与 CoreWeave 同列 Platinum,Google Cloud 与 Oracle 进入 Gold,Azure 降至 Silver,Crusoe 降至 Bronze,全球仅 19 家 neocloud 获得奖章评级。评测分审计、性能、可靠性三阶段,涵盖 GPU 计算、网络、存储、编排、监控与故障注入,并新增 Bronze 与 Underperforming 之间的 Participation Ribbon 档。

    be done in parallel, on a SonK cluster, or sequentially, if the provider wanted to take the nodes back and re-provision them); Blackwell, not Hopper (B200, B300, GB200, GB300) for NVIDIA, or MI355X for AMD are considered acceptable. H100 is now over 4 years old! We tested the cluster through 3 phases, described below. Of course, we always complement this testing by contacting customers of all these providers and taking their feedback into account. Phase 1: Audit First, the Audit covers yes/no qu

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  4. Microsoft Research

    微软研究:将物理 AI 推理从机器人卸载到边缘与云端

    微软研究院发布首个针对机器人工作负载的系统性研究,聚焦移动机器人操作任务,评估语义建图与规划、导航、操作三类模型在机载、边缘和云端算力配置下的表现。结果显示,卸载推理可提升响应时间与准确率并延长续航:在内存足够的 GPU 上,建图与规划相比 A100 最多慢 383%,轻量 GPU 上导航的障碍物及时检测下降 30%,VLA 模型准确率下降 50%;用 Raspberry Pi-5 替代机载 GPU 后,Jetson Thor 等较大机载 GPU 最多消耗 160% 的电池。微软同时在 Physical AI Toolchain 中加入物理 AI 推理卸载能力,提供 SO-101 与 UR10e 的示例项目,并演示将 Rho 模型推理卸载到 Jetson Thor 以控制 Mobile Aloha 机器人。

    nalizing physical intelligence at scale. Physical AI Toolchain is an open-source, production-ready framework that integrates Microsoft Azure (opens in new tab) cloud services with NVIDIA’s (opens in new tab) physical AI stack, accelerating robotics and physical AI developers to automate and scale data curation, augmentation, and evaluation across perception, mobility, imitation learning, and reinforcement learning pipelines. We are announcing the addition of an industry-first capability for offl

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星期三

  1. The Rundown AI

    Anthropic 与 OpenAI 相隔 90 分钟发布 Claude Opus 5.5 和 GPT-6 Sol、Luna

    Anthropic 发布 Claude Opus 5.5,在 AA 的 Intelligence Index 上以 58 分登顶,超过此前领先的 Fable 5.1 和 GPT-6 Astra 的 53 分,价格比前代低 40%;OpenAI 随后推出 GPT-6 Sol 和 Luna,得分较 5.6 对应版本略有提升,价格减半,Luna 为每百万 token 0.10/0.50 美元,Sol 为 2/10 美元。Anthropic 称 5.5 在其内部对齐基准上取得迄今最好成绩,并改进了被批评的 Claudish 写作风格;这是 Anthropic 提出 pacing 后的首个发布,Sam Altman 表示 pacing 并不意味着停止。

    superintelligence. This conference gives you access to: 3 tracks and 30+ technical breakout sessions 4+ hands-on keyboard labs led by CoreWeave engineers Keynotes from CoreWeave, NVIDIA, Capital One, and more Entertainment from BattleBots, Pitbull, and F1 Image source: Images 2.5 / The Rundown The Rundown: OpenAI says a single internal model has resolved 100+ open math problems since it began training on Aug. 28, and it’s now handing nine top mathematicians an advisory role in how those results

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  2. Latent Space

    Anthropic 发布 Claude Opus 5.5,OpenAI 同日推出 GPT-6 Sol 与 Luna

    Anthropic 发布 Claude Opus 5.5,称其为新 Claude 5.5 家族首个模型,多数任务达到 Claude Fable 5.1 水平,运行成本比 Opus 5 低 40%,并已成为 Claude Code 和 Claude 应用的默认模型。OpenAI 约一小时后发布 GPT-6 Sol 和 Luna,定价分别为每百万 token 输入/输出 2 美元/10 美元和 0.10 美元/0.50 美元,均比 GPT-5.6 前代便宜约 50%。Opus 5.5 的系统卡还报告了最多 100 个并行智能体的多智能体扩展结果,Sonnet 5.5 和 Haiku 5.5 将在未来几周跟进。

    nd individuals trying to run large open-weight models with constrained memory, including growing KV caches. Hardware and local deployment were another theme. A hands-on post about NVIDIA DGX Spark described a 15×15×5.05 cm , 1.2 kg system with GB10 Grace Blackwell , 128 GB unified memory , and up to 1 PFLOP FP4 sparse theoretical compute , with NVIDIA claiming support for local inference on models up to 200B parameters with quantization and fine-tuning up to 70B with methods like QLoRA @kimmonis

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  3. The Next Platform

    Quantum Elements 用 Orbit 将表面码适配 IBM heavy-hex 架构

    Quantum Elements 与南加州大学在《Nature》发表研究,证明表面码可与 IBM Heron 量子处理器的 heavy-hex 架构配合实现纠错,该处理器有 133-qubit 和 156-qubit 两种配置。研究借助 Quantum Elements 的 Orbit 量子纠错抑制工具、深度高效纠错码、动态解耦与基于 SWAP 的嵌入,实现了方向性亚阈值扩展。Orbit 已于 7 月上线 IBM Qiskit Functions Catalog。

    es. The connectivity of the heavy-hex lattice can be mapped onto other canonical lattices such as the square lattice with constant cost overhead; it is negligible compared to encoding costs.” 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. Modal 官方工程博客

    Modal 如何服务万亿 token 级编码智能体推理

    Modal 官方工程博客复盘了为编码智能体提供推理服务的优化过程,以 Moonshot AI 的 Kimi K2.6 为例,单副本每用户性能提升 2.8 倍、副本整体提升 5.6 倍。他们用 NVFP4 微缩放格式在 B200 上部署约一万亿参数的模型,基于 SGLang 打补丁并回馈上游,通过 DFlash 投机解码、KV cache 量化与 HiCache 扩展缓存,再配合负载感知的有状态路由,把服务扩展到每天处理数千亿 token。相关代码与配置已作为 Modal Auto Endpoints 的开源后端发布。

    re easier to serve. Using multiple processors together requires an interconnection network (interconnect) for communication. The lowest latency, highest bandwidth interconnect for Nvidia GPUs is NVLink. NVLink operates across a group of processors in a “domain” of some size. A single host operating system can support an NVLink domain of up to 8 GPUs. The largest NVLink domains that are generally available comprise 72 accelerators (in a multi-node IMEX domain). Using more accelerators would requi

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  5. The Next Platform

    向量搜索已成数据库内建数据类型,但成本账并未消失

    近似最近邻搜索已普遍成为 Postgres、Elasticsearch、OpenSearch、ClickHouse、MongoDB、Redis 等现有数据库中的一种列类型,专用向量数据库的独立价值随之减弱。但成本并未消失:内存占用由向量数量与维度决定,100 万个 1536 维 float32 向量约需 6.1 GB,HNSW 索引可达原始向量的 2-5 倍,量化与磁盘 ANN 成为主要降本手段。

    work with agentic AI applications. If you have a burr under your saddle about something and you have the technical chops, I am always happy to let you have the soapbox for a story. Reach out. 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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星期二

  1. Interconnects

    与 Epoch AI 的 JS Denain 辩论 RSI、中美差距与模型能力参差

    Interconnects 播客第 19 期,Nathan Lambert 与 Epoch AI 洞察团队负责人 JS Denain 讨论 RSI、中美模型差距与能力参差。JS 认为 OpenAI、Anthropic 公开的博客证据不足以证明 AI 即将自我加速,但 OpenAI 博文中 Codex 研究支出每月增长 2 倍值得关注;两人对 AI 走向均持高度不确定态度。

    得离谱的岗位。”xAI 在招梗图专家之类的,而且更多是零散好玩的东西,而不是大的趋势,至少从我看到的是这样。 00:47:35 Nathan Lambert:是的。我觉得不幸的是,这不会改变。看起来非常像是实验室里的各个团队在数据公司都有联系人,而这一切都是私下进行的,而且这并不……我想就连追踪算力也相当困难,但现在数据中心是一种某种程度上可追踪的体现。而 NVIDIA 是一家上市公司,这就是所做的事情。如果数据公司是上市公司,可能就更容易厘清一些事情了。 00:48:13 JS Denain:同意。 00:48:13 Nathan Lambert:好,我们还有一个应时的话题。你对前沿模型的防护措施怎么看?考虑到在过去 24 小时里,我们得知有三个人使用公开的 Claude 模型入侵了 OpenAI 并获取了内部访问权限,这在我看来简直疯了。你看到这个了吗?这真的让我很惊讶,我们竟然处在这样一个到处漏风的世界里。与此同时,我们却在更加严肃地讨论 RSI 相关的事情。 00:48:46 JS Denain:是的。我简要看到了这个事件。我想我不确定它到底应该在多大程度上算作一个更新,特别是

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  2. The Rundown AI精选

    亚马逊封禁 Meta 的 Muse 购物智能体

    亚马逊在 Meta 的 Muse 智能体上线仅 12 天后切断其购物访问,称其未表明身份浏览商店并疑似存储客户登录信息,Meta 否认这些指控。亚马逊表示 Meta 从未告知 Muse 会进入商店,Muse 用户尝试购物时会看到提示,称未经授权的 AI 智能体继续访问违反亚马逊使用条件。此事背后是智能体可能绕开亚马逊赞助商品广告的入口之争,该广告业务规模估计为 560 亿美元。

    XAI released Grok 4.7, its latest update with strong agentic and coding scores, which lands at a 46 on Artificial Analysis’ Intelligence Index, behind Anthropic, OpenAI, and Meta. Nvidia CEO Jensen Huang put the odds of AI ending the world by 2030 at 0%, calling ex-Anthropic researcher Jacob Coxon’s viral warnings “irresponsible.” Meta l aunched Muse connectors for developers, allowing outside apps to plug into its AI agent and creating a directory for the approved connector options. The U.S. FA

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