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星期三

  1. AI Business

    人形机器人热潮带动协作机器人(cobot)供应激增

    Interact Analysis 报告显示,面向人形机器人制造商的协作机器人(cobot)出货量预计将从 2025 年的 5,000 台跃升至 2026 年的逾 43,000 台,增长超过八倍,原因是人形厂商更倾向外购成熟硬件、专注软件开发。中国预计将供应其中大部分,直接受益者是为整机厂商提供七轴机械臂和关节执行器的供应商。该机构估计,到 2030 年人形机器人应用可为 cobot 厂商贡献 10% 至 30% 的收入。

    egories. “I do not see why cobots and humanoids should compete,” he said. “A humanoid is robot arms that are mounted on a moving platform, which can be legged or wheeled.” Related:Nvidia-backed Skild AI teaches robots new tasks from a single video The more important distinction, he said, is between robots designed to operate safely around people and conventional industrial systems optimized for speed. Traditional cobots have generally operated at lower speeds to reduce the risk of injury in huma

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  2. The Next Platform

    如何打破高性能系统的内存墙

    文章以 AMD "Turin" Epyc 9005(128 核、16 个 CCX)为基线模型,探讨把线性物理内存寻址改为 Z-Order(Morton Layout)布局后 CPU 缓存行为的变化。该方案将 Z-Order 地址转换内置到 MMU/TLB,L2、L3 缓存与互连总线只处理 Z-Order 地址,与系统 RAM 交互时再由硬件解码器转回标准物理内存布局,每次转换的确定性延迟为 1 个时钟周期(1T)。

    sed to have presented them to you. 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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  3. The Rundown AI

    ChatGPT 共同创作者 Diogo Almeida 的 TypeSafe 推出 Jev

    前 OpenAI 研究员 Diogo Almeida 的 TypeSafe 结束隐身状态,推出 Jev,一种在软件内部回答预设问题并附带置信度分数的 AI 系统,官方称其零幻觉。Jev 定价为每 10 亿输入 token 42 美元、输出免费,TypeSafe 估算比 Claude Fable 5.1 低 238 倍,响应时间 70 至 500 毫秒,比当前 LLM 快 40 至 200 倍。它只在预先设定的选项之间选择,可用于应用内的快速判断,如分类请求、给记录打分或筛查其他 AI 输出是否越狱。

    h as retrieval. Download the guide . Image source: Salesforce The Rundown: Salesforce just introduced Koa, a new in-house reasoning model for its sales and support agents built on Nvidia’s open Nemotron 3 Super model and adapted for business tasks. The details: The training set is fully synthetic, simulating personas like irate support callers and reps closing deals across over a dozen industries, without using customer data. Koa made 3x fewer errors than top models on an internal CRM benchmark,

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  4. LMSYS Blog

    LMSYS 在 SGLang 中用 NVFP4 KV Cache 加速长上下文与智能体推理

    LMSYS 在 SGLang 中实现了 NVFP4 KV cache,将 K/V 以 4 位 E2M1 加两级缩放存储,每 16 个值占 8 字节数据加 1 字节块缩放,约为 FP8 存储量的 56%。该实现覆盖初始 prefill、chunked prefill/extend 和 decode 三条注意力路径,decode 阶段在内核中直接读取 NVFP4 并即时反量化为 FP8。团队在 Qwen3.5-397B-A17B 和 Qwen3.8-27B 上用 GSM8K、GPQA-Diamond、AIME 2025 和 SWE-bench 对比了 FP8 与 NVFP4 KV cache 的精度。

    remain small enough to preserve useful model behavior. FP8 KV caching is already widely used; moving to 4 bits is especially challenging because the quantization error is larger. NVIDIA introduced the NVFP4 data format with the Blackwell architecture (Figure 1). NVFP4 combines four-bit E2M1 values with two levels of scaling: an FP8 scale for each block of 16 values and an additional FP32 tensor-level scale. This gives the format finer local control over dynamic range than a single global scale,

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  5. BBC 中文

    英美居民抗议数据中心:AI 扩张遭遇地方政治阻力

    BBC 中文报道,美国民众对数据中心的反对情绪正在上升,盖洛普今年5月民调显示,71%受访者反对在自己所在区域建数据中心,48%强烈反对,反对比例高于核电站。民主党参议员伯尼·桑德斯呼吁暂停一切新的数据中心建设,新泽西州和弗吉尼亚州民主党州长因电价上涨反弹而当选,并推动立法为数据中心设立新资费标准、要求披露能源和水使用情况。英国斯劳超过500人签署请愿书要求暂停当地数据中心开发,工党政府已将数据中心列为关键国家基础设施,预计将发布国家政策声明明确国家重大项目审批范围。

    工智能聊天机器人”,这些设施的营运商应承担刑事责任。 德克萨斯州曾是最亲商、最亲数据中心、最亲能源产业的州,曾为争夺这类设施展开激烈竞争。例如,它赢得了埃隆·马斯克(Elon Musk)旗下 SpaceX 人工智能巨头数十亿美元搬迁投资中的大部分,用于生产人工智能晶片。 图像来源, Getty Images 这是一次令人眩晕的转向。人工智能晶片制造商英伟达(Nvidia;辉达)的负责人黄仁勋(Jensen Huang)今年8月登上社交媒体,力陈数据中心是美国再工业化的关键推手。其他科技巨头的首席执行官没有跟进,这或许显示此举在公众眼中颇具争议。 然而,美国的经验表明,谈论对国家经济的整体益处,或潜在的癌症治愈能力,并不总是能引起当地民众的共鸣。数据中心令人感到不安的部分原因在于,这里缺乏真正意义上的常驻员工。 虽然建筑业提供了大量的就业机会,但一个运作正常的数据中心通常只需要数十名员工,即使是规模最大的新建数据中心也只有几百名员工。 要求当地居民接受噪音、彻夜不熄的安保照明,以及对当地能源和水资源供应的压力,并告诉他们这是为了国家利益,这固然容易。但当人工智能公司估值即将突破万亿美元大

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  6. BBC 中文

    OpenAI 的奥特曼:世界“理应感到恐惧”,但“应该信任”AI 公司

    OpenAI CEO 山姆·阿尔特曼在旧金山 Salesforce 年度会议上表示,世界对 AI 风险感到恐惧有道理,但应该相信 AI 公司会做正确的事,并称这些公司能让对齐与安全远远领先于能力发展。Meta 的扎克伯格和英伟达的黄仁勋也在会上表态支持行业自我监管,黄仁勋称“我们不需要新的法律或法规”。Anthropic 联合创始人杰克·克拉克则对 BBC 表示,放任 AI 成为完全不受监管的行业是“拿着巨大风险在掷骰子”。

    在阿尔特曼发言之后,Meta 首席执行官扎克伯格(Mark Zuckerberg)在 X 上写道,每一家人工智能实验室都有能力、也有动机“采取自己的行动”,去开发以安全为设计原则的人工智能工具和模型。 扎克伯格写道:“任何不重视对齐问题的实验室都会落后。”“各实验室若其模型造成损害,将面临重大法律责任,因此它们同样有强烈的动机去防止这种情况发生。” 英伟达(Nvidia;辉达)负责人黄仁勋(Jensen Huang)在周二同一场会议上也表示,是否发布新版本的相关技术,应由人工智能公司自行决定,而不应由外部力量来管理。 黄仁勋说:“我们不需要新的法律或法规。”他还表示,不应该在人工智能产品的创新速度和安全性之间做出“虚假的取舍”。 英伟达是全球市值最高的公司,其利润因市场对其生产的人工智能运算晶片的旺盛需求而大幅增长。 黄仁勋说:“安全至关重要。不过,安全本质上是一个工程问题。” 他还表示,如果任何时候一家人工智能公司的负责人对自家产品缺乏信心,就应该选择不发布该产品。 黄仁勋说:“这是显而易见的做法⋯⋯尽可能全速前进,但只要你感觉到机构已经失控,就应该暂停下来。” 一些业内人士认为,近

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星期二

  1. The Rundown AI

    美国首次确认已在轨部署武器,中国警告太空军备竞赛

    美国空军部长 Troy Meink 首次公开承认太空军已拥有“在轨太空控制武器”,可用于保护美军免受敌对行动,但未透露武器类型、数量、部署时间或是否测试。中国随即敦促美国停止太空军事准备,警告军备竞赛加速。Meink 同时称“金穹”天基拦截器已进入可飞行硬件阶段,太空军目标 2028 年演示初始能力。

    government requests to access sensitive data from almost 700 customers, the Financial Times reports. Dutch AI-chip startup Euclyd raised $230M in a Samsung-backed round to take on Nvidia with a more energy-efficient inference chip. Instagram is testing a $7.99-a-month Meta One subscription that gives users more access to its new AI photo-editing effects after free usage limits are reached. Maersk plans to test a 115-ft. spinning “rotor sail” from Anemoi on a container ship, using wind to cut fue

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  2. ChinaTalk

    ModelTalk:为前沿模型"减速"——Hugging Face 被黑事件与 AI 安全监管的碰撞

    ChinaTalk 的 ModelTalk 播客中,Nathan Lambert 与 Jasmine Sun 讨论了 7 月底的"pacing the frontier"公开信、随后曝光的 Hugging Face 被黑事件,以及 Bernie、Tucker Carlson、Joe Rogan 等人物罕见地站到 AI 安全同一阵营。Nathan 认为没人能真正度量"前沿",但"pacing"仍优于"pause";讨论还涉及 METR 的信任垄断、CAISI 的 1000 万美元、中国智谱与月之暗面是否会跟进减速,以及军事机密经代理路由泄露进 Claude。

    probably still press charges. Jasmine Sun: I guess they informally settled it. My assumption was a handshake: OpenAI gives Hugging Face some money. Nathan Lambert: Waiting for the Nvidia acquisition to close, and then Nvidia sues OpenAI. Jordan Schneider: Part of the settlement: no more Jalapeño. You’re done making your own chips. Nathan Lambert: Part of the settlement might have been, “Look, we’re getting acquired, and we don’t want to open our acquirer up to this can of worms.” That’s not good

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  3. 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”。

    ation. Ex-White House AI czar David Sacks answered Dario Amodei's AI pacing essay with “go ahead,” saying they can slow down but tying it to regulation “will look like blackmail.” Nvidia CEO Jensen Huang put President Donald Trump on speakerphone at the All-In Summit, saying, “we're not going to let that happen” to his AI slowdown concerns. OpenAI reportedly acquired Glass Imaging for over $300M, a startup whose ex-Apple founders built Portrait Mode and now uses AI to produce sharper photos on p

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  4. 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。

    hmark results. Star the InferenceX GitHub repository if you find the open-source benchmark and data useful!. InferenceX is the only inference benchmark in the world to have TPUv7, NVIDIA, & AMD and soon SambaNova & Trainium. Due to how realistic AgentX scenario is to real world agentic inference workloads, AMD has committed to collaborating on MI455X UALoE72 too. At a high level, an agentic workload is characterized by four elements: AgentX - InferenceXv3: Does CUDA Moat Hold up in Agentic Infer

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  5. The Next Platform

    Oracle 云业务开始回报:Q1 F2027 营收 191.8 亿美元,IaaS 翻倍至 74 亿

    Oracle 在 Q1 F2027 实现 191.8 亿美元营收、同比增长 29.6%,并首次出现第一财季收入高于上一财年第四财季的反常走势,云基础设施(IaaS)收入翻倍至 74 亿美元。当季剩余履约义务(RPO)达 6640 亿美元,CFO 预计未来 36 个月约一半将转化为收入;但公司同期资本支出 280 亿美元,自由现金流为负 50 亿美元,全年资本支出计划 900 亿至 950 亿美元。

    h fiscal 2029. Those are datacenter power numbers, so the infrastructure power draw is probably on the order of 70 percent of that, or about 5.7 gigawatts. If that is comprised of Nvidia systems, that would cost $227 billion to deliver just the infrastructure at the expected $40 billion per gigawatt cost that Nvidia chief executive officer Jensen Huang has talked about. If it is a mix of homegrown OpenAI Jalapeno accelerators (for inference) and Nvidia GPUs (for training), it probably blends to

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  6. 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。

    ntracts with Microsoft, Google, Amazon, CoreWeave, Cerebras and other providers. In fact, the very concept of a slowdown runs contrary to everything that the AI industry needs. If NVIDIA is to sell $670 billion or more GPUs in Fiscal Year 2028 or, per analyst expectations, Anthropic and OpenAI are to spend more than $444 across Google, Microsoft and Amazon in the next three years, or Broadcom is to sell nearly $600 billion in AI chips in the next three years, both Anthropic and OpenAI must keep

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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

    n Lambert, at the table. This also puts Hugging Face, the No. 1 hub for open-source model distribution, right in the center of the stage. The timing is especially tricky following Nvidia’s acquisition of Hugging Face. Nvidia thrives on rapid AI scaling to drive adoption of their chips, yet widespread rogue AI chaos is the last thing CEO Jensen Huang wants to see either. There is also a common counter-argument: If Western labs pace themselves, won’t China simply race ahead and capture the market?

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  2. Modal 官方工程博客

    Modal 产品更新:Sandbox Sidecars 公测、Kimi K3 等新模型支持与仪表盘改版

    Modal 宣布 Sandbox Sidecars 进入公开 alpha,可在同一主机上运行与主 Sandbox 通过低延迟内网相连的额外容器;VM Sandboxes 进入公开 beta,支持在 Sandbox 内运行 Docker 容器及 eBPF、systemd 等 Linux 特性。平台同时上线 Kimi K3、Qwen3.8-2.4T-A95B、GLM-5.3 与 GLM-5.3-Flash 四款开源权重模型,其中 Kimi K3 为 2.8T 参数多模态模型、支持 1M token 上下文,在智能体负载下达到 460 tokens/秒。广域区域选择价格倍数从 1.5x 降至 1.15x。

    Dashboard improvements in Modal.

    startup, and elastic capacity for every session. Read about Devin Outposts → Run Cursor Cloud Agents → ⚡ Runtime: a conference by Modal Join us October 1st at The Midway in San Francisco for Runtime, our conference for engineers running AI in production. We’ll have three tracks covering inference, training, and agents, with technical deep dives and speakers including Scott Wu (Cognition), Bryan Catanzaro (NVIDIA), and Cat Wu (Anthropic). Explore the lineup and apply to attend → 📍Upcoming events

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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。

    September; Go to Wikipedia's page for the world's countries and extract the top 10 biggest countries' name, area km2 and population as valid JSON; Search for the latest news about NVIDIA and summarize the three biggest stories To make it work, the library extracts the DOM into an indexed, text-like representation. It then uses an LLM to reason over it and determine how to perform the task. Historically, Browser Use used Playwright, but later migrated to raw CDP for faster, more capable automatio

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星期日

  1. Recode China AI

    DeepSeek 发布 V4.1-Flash,燧原科技上市,Anthropic 指控中国实验室蒸馏 Claude

    DeepSeek 发布 552B 参数的 MoE 模型 DeepSeek-V4.1-Flash,每 token 激活 8–16B 参数,在 Terminal-Bench 2.1 的编码与智能体任务上超过 OpenAI GPT-5.6 Sol 和 Moonshot Kimi K3;同周 DeepSeek 据报聘请中信证券等四家承销商筹备上海科创板上市,Pre-IPO 估值约 5000 亿元人民币(约 740 亿美元)。腾讯投资的燧原科技在科创板 IPO 募资 61.2 亿元,股价盘中最高涨 234%、收盘涨 188%,市值约 255 亿美元。Anthropic 称其阻断三家中国实验室通过 Claude 路由数百万用户查询以获取训练数据的行动,美方官员称之为工业级技术窃取,中方否认并警告将反制。

    Tony Peng's avatar

    d reportedly valuing the company near ¥500 billion ( $74 billion). (Reuters/SCMP/FT) China’s AI chip IPO wave crested with Enflame’s blockbuster Shanghai debut. The Tencent-backed Nvidia challenger raised ¥6.12 billion in its STAR Market IPO, then saw shares peak at a 234% gain before closing up 188%, valuing the company near $25.5 billion. Enflame is the last of China’s “four AI chip dragons” (alongside Moore Threads, Biren, and MetaX) to go public, and the frenzied reception underscores how mu

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星期六

  1. A6 a6-047 · Baseten 工程博客精选

    DeepSeek 发布 V4.1-Flash:面向编码智能体的高效 prefill 模型

    DeepSeek 本周发布并开源 DeepSeek-V4.1-Flash,这是一个 552B 参数、8B 激活参数用于 prefill、16B 用于 decode 的多模态 MoE 模型,支持 1M token 上下文窗口,已上线 HuggingFace 与 Baseten Model APIs。它采用 Causal Encoder-Decoder 架构,prefill 只跑 20 层编码器,decode 跑完整模型,官方称全局 KV cache 内存仅为 V4-Flash 的四分之一。在编码与智能体基准上,V4.1-Flash 以约三分之一的总参数量超过 V4-Pro,长程智能体任务提升达两位数,但 Automation-Bench 得分 54.8,复杂工作流仍有约一半失败。

    DeepSeek-V4.1-Flash

    Capturing that reuse in production depends on how requests are routed across GPUs, which is where the serving stack comes in. The Baseten Inference Stack handles that routing with NVIDIA Dynamo and KV cache-aware routing, which steer each request to the replica already holding its prefix instead of whichever replica is free. Taken from 2x faster inference with KV cache-aware routing All of this runs behind Baseten Model APIs , where DeepSeek-V4.1-Flash is available now. Try it in our Model Libra

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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

    mp report shows AI spending per employee dipped in August. Coding assistant Cognition rakes in billions. Meta launches its Instinct-competitor Muse. The DOJ turns its attention to Nvidia’s Groq acquihire. Biden administration officials tell their side of the infamous a16z meeting in 2024 that led firm leaders to endorse President Trump. OpenAI & Anthropic Could Profit from Cyber-Defense Tools. The Irony Is Lost on No One. The uproar over AI safety that dominated the tech conversation this week w

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

    Broadcom 批判指南:并购扩张与 AI 芯片增长背后的风险

    Broadcom 的 AI 收入占比从 Q1 FY2024 的 19.2%升至 Q3 FY2026 的 56.4%,公司未来增长日益依赖 AI 芯片业务。文章梳理其并购与削减成本的经营模式,并指出 OpenAI 和 Anthropic 预计将在 Fiscal Year 2027 成为其最大客户,由此形成显著的客户集中风险。

    evenue in its latest quarter. On a trailing-twelve-month basis, Broadcom is exceptional among its peers for how little it invests in R&D as a percentage of revenue, beaten only by NVIDIA, which has the excuse that it is the literal largest and most-profitable company on the US stock market. That’s because Broadcom doesn’t really do “innovation” or care about “being good to its customers, but by hoarding other people’s patents, iterating on their creations as little as necessary, and making it im

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  3. 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。

    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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