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星期四

  1. The Rundown AI

    Uber 与 Wayve 抢先 Waymo 在伦敦推出 robotaxi 服务

    Uber 与英国初创公司 Wayve 在伦敦上线 robotaxi 服务,首批约 20 辆 Wayve 驱动的 Ford Mustang Mach-E 通过 UberX、Comfort 或 Electric 匹配且不加价,车内仍配安全员,完全无人驾驶待监管批准。Wayve 的 AV2.0 系统依靠摄像头和雷达,不用 lidar 或 HD 地图;Waymo 也在伦敦测试并筹备商业上线,Lyft 与百度在准备竞争服务。

    rompt — it can watch a human do a job once, then run the same job on hardware with no fine-tuning and no new training data. The details: Skild (valued at $14B, backed by SoftBank, Nvidia, and Jeff Bezos) is building a universal “brain” designed to run everything from robot arms to humanoids. S1 handles jobs missing from its pretraining, including potting a plant and flipping pancakes, with some running for 10 minutes across dozens of steps. In the plant test, just 11 minutes passed between start

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  2. Prime Intellect

    Prime Intellect 用 NIXL 和 ModelExpress 将 GLM-5.2 的 RL 权重传输压缩到 4 秒

    Prime Intellect 基于 NIXL 和 ModelExpress 重建权重交接流程,把 GLM-5.2 的 RL 权重传输从 60-90 秒降到个位数秒,并去掉了静态进程组限制。此前 prime-rl 在 28 个 H200 节点上训练 GLM-5 这类万亿参数模型,单步时间已低于 5 分钟,但每步训练器到推理端的权重同步始终卡在 60-90 秒。按 GLM-5.2 bf16 约 1,600GB 权重、单 GPU 400Gb/s NIC 估算,理论下限约 1.0 秒。

    Concurrent trainer gradient updates and inference policy versions in asynchronous reinforcement learning

    memory across the cluster. These abstractions are already implemented in various open-source libraries, which we’ll use in this work, mainly https://github.com/ai-dynamo/nixl from nvidia-dynamo team, that builds on top of https://github.com/openucx/ucx - Unified Communication X: a library that abstracts the transfer-level primitives, allowing NIXL to be somewhat transfer level agnostic. This also lets us to not worry about things as rkey, lkey and memory consistency models. Sky is the limit To s

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  3. The Register

    实测16个模型识别蘑菇:最佳模型首猜准确率仅65%

    波兰软件工程师 Piotr Migdał 用1040张蘑菇照片测试16个模型,表现最好的 Gemini-3.8-flash 首次猜测准确率为65%,前五猜测命中率85%。Qwen3.8-27b 表现最差,首猜准确率13%,并把有毒蘑菇误判为可食用达36%。Migdał 指出危险误判并非随机,例如把致命丝膜菌认成鸡油菌,他警告不要因为 AI 说安全就吃下蘑菇。

    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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  4. The Next Platform

    光器件仍是 Marvell AI 业务的主要驱动力,超过定制芯片

    Marvell 2027 财年第二季度数据中心产品销售额达 21.7 亿美元,同比增长 45.7%,其中光电器件收入约 14 亿美元、增长 97.2%,而 AI XPU 定制芯片约 4.25 亿美元。AI 相关收入估计为 18.2 亿美元,同比增长 90.9%,是 2024 财年第一季度的 23.6 倍。公司预计 2027 财年第三季度销售额约 31.5 亿美元,Google 扩大合作后的首批收入将在该季度入账。

    ler Marvell – are still humming along with their ups and downs, but Marvell does not really talk about these much anymore except as they are lumped into a single group. Like this: Nvidia, for what it is worth, has done the same thing, lumping everything that is not part of its datacenter business into a group called Edge Computing. In fact, this chart looks very much like Nvidia’s chart, although the numbers on the Y axis are a hell of a lot smaller and the exponential curve is not quite so stee

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星期二

  1. The Rundown AI

    Dyson 将 AI 相机装进 $499 的 CameraJet 牙刷

    Dyson 推出售价 $499 的 CameraJet 电动牙刷,通过 AI 相机识别牙缝,并在刷牙时触发低压喷流清除牙菌斑。其 100K 像素相机每秒分析 28 张图像,机器学习系统以 470K 张牙科图像训练;用户还可在 MyDyson 应用查看实时画面、清洁覆盖和技巧反馈。

    nds over a company worth around $4.6T, up from about $350B when he took the job in 2011 — Apple briefly became the second company ever to touch $5T on July 28, a day after passing Nvidia. Ternus’s first keynote is Sept. 9, covering new iPhone hardware and the redesigned Siri, built on Gemini models. Image source: Instagram The Rundown: Instagram is now making AI personas identify themselves: accounts featuring an AI-generated human must toggle on a disclosure label, or they’ll stop showing up in

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  2. Timothy B. Lee:Understanding AI

    为什么人形机器人短期内无法追上人类工人

    人形机器人演示进步惊人:Unitree 在北京春晚上完成同步舞蹈与后空翻,2026 年世界人形机器人运动会上有机器人以 8.86 秒跑完 100 米,快于博尔特的 9.59 秒。但机器人专家指出,特斯拉 Optimus 在 2024 年 Cybercab 活动上倒酒疑似远程遥操作,而真正解锁 90% 以上价值的操作(manipulation)仍是核心未解难题。训练机器人完成打包、拧螺丝等真实体力劳动,远比训练跳舞困难,还需解决泛化、长时任务、可靠性与安全等挑战,可能需数年甚至数十年。

    e CEO of Rhoda AI, told me that the company has “literally over 100 different use cases” in manufacturing and warehousing they’re working on bringing to deployment. When I went to Nvidia GTC in March, several roboticists told me that the most impressive demo they saw was from a company called Generalist. Generalist showed a robot inserting and removing a phone from its box using two robotic arms. While the task itself is pretty difficult for current robots, what impressed people the most was how

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  3. AIhub

    从代码到画布:专访机器人学家 Ken Goldberg

    AIhub 的 AI Pioneers 栏目专访了机器人学家、艺术家 Ken Goldberg,他刚入选美国国家工程院。Goldberg 指出机器人领域存在两派文化冲突:传统基于模型的工程方法强调可解释性与泛化性,而新一代拥抱无模型学习方法,他主张将两者结合。他还提到机器人数据量仅约 10 到 100 年,远不及大语言模型可用的约 10 万年互联网数据。

    ffort to do this back in 2022, four or five years ago. But at that time the large models weren’t that great at programming, so it didn’t really take off. Max and his colleagues at NVIDIA, Jim Fan , Yuke Zhu , and others noticed that these new models were getting really good. Simultaneously, the OpenClaw breakthrough happened. Suddenly, agents collaborating with other agents really took off. This opened up new terrain – it was exactly the missing link I’d been looking for. Because large foundatio

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  4. Comfy Blog精选

    Trellis.2 与 Pixal3D 原生集成进 ComfyUI

    ComfyUI 将 Trellis.2 和 Pixal3D 两款开源 3D 生成模型原生集成进核心节点,无需自定义节点、编译 CUDA 扩展或降级 PyTorch,并移除了限制商用的 nvdiffrast 与 nvdiffrec 依赖。此次更新还重建了 Load/Preview/Save 3D 节点,新增 Remesh、Decimate、Smooth Mesh Normals、Fill Holes 等网格后处理节点,以及 UV 展开和法线、环境光遮蔽贴图烘焙,形成完整 PBR 材质集。官方说明这两款模型在质量上仍不及 Hunyuan 3D、Tripo、Rodin 等闭源方案,但可在消费级硬件本地运行、按资产零成本且无商用许可限制,需将 ComfyUI 升级至 0.34.0 或使用 Comfy Cloud。

    Alexis Rolland's avatar

    egration in ComfyUI. Follow our installation tutorials for Trellis.2 and Pixal3D. Licensing Trellis.2’s own code and weights are MIT-licensed, but its original pipeline depends on NVIDIA’s nvdiffrast (for mesh rasterization) and nvdiffrec (for Physically Based Rendering), both distributed under the NVIDIA Source Code License which restricts usage to non-commercial research and evaluation. In practice, a studio couldn’t ship assets from the reference pipeline without stepping into a legal gray zo

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  5. The Register

    OpenClaw 2.0 发布:简化安装与重做浏览器界面,安全仍交给用户

    OpenClaw 基金会发布 AI 智能体框架 OpenClaw 2.0,称这是其规模最大的一次更新,重点是简化安装流程并把浏览器应用重做成类似 ChatGPT、Claude 的一等体验,同时新增共享云会话,让多名成员在同一实例中保持上下文连续对话。补丁说明显示,共享会话控制并非租户隔离或安全边界,新增的 Secret Store 中的值不加密存储、依赖文件系统权限,面向不可信代码的沙箱默认关闭。文章指出,这次更新让更多人更容易装好并用上 OpenClaw,但没有把默认安全一并带来。

    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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星期一

  1. The Rundown AI

    Hugging Face 的机器人鸭 Microduck 已成热门产品

    Hugging Face 与 Pollen Robotics 开放预订双足机器人 Microduck,定价 $399,首日订单额超过 $2.6M。它配备 15 个电机、摄像头和 LiDAR,可完成跌倒后起身等七种行为;SDK、模拟器及强化学习技术栈以 Apache 2.0 开源,新订单预计四至六个月交付。

    matters: The duck is cute, but the pitch underneath is that cheap programmable hardware is how developers get into physical AI. Pollen has already sold 10K+ Reachy Minis, and with Nvidia reportedly agreeing to buy Hugging Face for $12.9B, Microduck adds another accessible piece of hardware to its serious robotics push . Image source: Boston Dynamics The Rundown: ICE is preparing to spend up to $2M on Boston Dynamics’ Spot robot dogs, adding the four-legged machines to its enforcement arsenal for

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星期日

  1. Chips and Cheese

    Hot Chips 2026:XCENA 与三星的近存计算 CXL 设备 MX1

    XCENA 与三星合作推出 CXL 内存扩展设备 MX1,可承载最高 2 TB DDR5 内存,通过 PCIe 6/CXL 3.2 x8 接口连接主机,双向带宽各 64 GB/s,并额外提供 8 条下行 PCIe 6 通道连接 SSD。MX1 芯片集成 3072 个 RISC-V 核心,分为 24 个 128 核子系统,采用三星 4nm 工艺,芯片功耗 40 W、整板 90 W,并配有子系统级自定义向量处理引擎,FP32/FP16 点积吞吐约 3 TFLOPS。

    mem设备可以跟踪来自主机的读所有权请求,并了解其自身的计算核心何时可以安全地修改数据。我不确定MX1是否为其RISC-V核心充分利用了这一能力,但三星表示该设备可以使用CXL内存语义在CPU和GPU之间共享其内存。希望这意味着该设备可以使用监听来与处理器内存子系统集成。 与LPDDR5X-PIM一样,MX1的吞吐量并不算高。作为参照,一块板载内存带宽相近的Nvidia GeForce GTX 1080拥有8.8 TFLOPS的FP32算力,而MX1仅能提供3 TFLOPS。但原始吞吐量并非重点。MX1提供的是一种缓解内存扩展部分弊端的方法。MX1侧的计算可以避开受限的主机接口,并避免穿越CXL链路带来的功耗开销。一个假设拥有8.8 TFLOPS算力的加速器,如果必须通过CXL为每个FLOP加载一个字节,其算力将被限制在仅64 GFLOPS。在同样场景下,MX1即使同样未命中缓存,也能超过200 GFLOPS。 MX1的近存计算方案展现出前景。CXL内存扩展器到其DRAM池的带宽往往高于CXL链路所能承载的带宽。常规主机访问会让其中很大一部分带宽闲置,如果主机无法从缓存中满足足够多的访

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星期五

  1. The Register

    微软 Teams Facilitator 虚拟助手推迟上线,问答功能延至 11 月

    微软将 Teams Facilitator 的检测与问答功能推迟到 11 月,此前计划 6 月正式可用,之后一路顺延至 7 月、8 月、9 月。该 AI 助手可加入会议、跟踪议程并做笔记,新功能会在检测到知识空白时弹出提示并代为查找答案,需 Microsoft 365 Copilot 高级版且未禁用 Copilot 网页搜索。最新路线图显示 11 月定向发布、12 月中旬全球正式可用。

    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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  2. The Rundown AI

    Anthropic 推出 Model Hardware Standard,让 AI 智能体操控现实设备

    Anthropic 在研究预览中推出 Model Hardware Standard(MHS),让 AI 智能体通过自然语言生成的参考文件学习并操作显微镜、机械臂等设备。Anthropic 称其可将设备接入时间从数周缩短至数小时或数分钟,并计划日后开源;Tecan、QIAGEN、AWS、Hugging Face 和 Raspberry Pi 将参与合作或设备适配。

    (including Anthropic) warning that AI-enabled cyberattacks will become “far more widespread and sophisticated” in the coming months, calling for a coordinated cyber defense push. Nvidia is reportedly acquiring open model hub Hugging Face for $12.9B, with open-source interest continuing to surge on Chinese model gains. Google released Gemini Omni 1.1 Flash, an upgraded video model that adds 40-sec scene extensions and 4K upscaling, moving to the top spot on Arena’s text-to-image leaderboard. Thi

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  3. 蚂蚁百灵:Developer Blog精选

    蚂蚁百灵发布金融增强模型 Ling-3.0-flash-Fin

    蚂蚁百灵发布首个金融增强模型 Ling-3.0-flash-Fin,延续 Ling-3.0-flash 架构,保持 124B 总参数、5.1B 激活参数,通过金融语料持续预训练、领域后训练和工具使用优化强化年报、财务工作簿等复杂金融内容处理。模型在 FinFIRST、FinSearchComp Verified、Finance Agent、APEX-Agents、SpreadsheetBench、τ³-Banking 等基准上测试,AA Intelligence Index v4.1.1 得分由 38 提升至 41。模型将在 OpenRouter 开启为期一个月的限时免费 API 调用,权重于下周开源。

    图

    或最终产品界面;演示内容仅供参考,不构成任何投资建议或决策依据 在以下两个案例中,Ling-3.0-flash-Fin 将分散材料整理为“事实—解释—判断—图表”的证据链: Micron:还原合同信息的经济含义。 模型将战略客户协议及约 1000 亿美元剩余履约义务放回多年合同语境,区分未来履约约束与当期收入,并保留合同执行、价格调整和供需变化等判断边界。 NVIDIA:从新披露口径识别边际增长来源。 Hyperscale 与 ACIE 业务规模接近,环比增速分别为 12% 和 31%。模型据此提炼出,边际增长动力可能向 AI 云、主权 AI、企业和工业客户扩散,并通过并列图表将研究判断与官方披露逐一对应。 在现有案例中,Ling-3.0-flash-Fin 能够围绕核心命题组织数据、分析文字和图表,让每项证据服务于研究结论。在视觉表达上,模型根据内容关系选择图表形式、建立信息层级,生成便于后续编辑、路演沟通和专业审核的研究材料。 06 一个完整的案例:四项能力如何汇入同一条任务链 为了观察这些能力如何协同,我们选取了一个源自 APEX-Agents 投资银行任务场景的 Planet

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  4. LMSYS Blog精选

    LMSYS 公开 infer-forge:围绕 SGLang 的 Harness、Loop 与 Graph 工程方法

    LMSYS 发布 infer-forge 方法论文,介绍围绕 SGLang 的推理工程系统,由 MonoRepo、Harness、Task Loop 和 Task Graph 四层结构组成,用于让跨仓库的推理优化工作可复现、可验证。该系统为内部工程系统,并非 SGLang 或 LMSYS 官方组件,目前不开源,文章公开的是构建方法论,供团队交给 AI 编码工具并结合自身系统上下文搭建适配实现。文中给出使用记录:一位工程师 4 月至 7 月的在飞任务峰值从 2 个升至 9 个,DeepSeek-V4-Pro 服务项目中 38 个可独立验证的任务节点被组织成任务图。

    The inference deployment space stacks five layers of static configuration. Model shows Ling, Qwen, DeepSeek, Kimi, GLM, and MiniMax. Serving Scenario runs Modality (text, image, video) into Traffic Shape (input and output length, media count, resolution, QPS, concurrency, cache reuse) into SLO (TTFT, TPOT, throughput, E2E latency). Serving Topology separates Deployment Architecture—Colocated PD, PD Disaggregation, and EPD Disaggregation, each listing the node roles it is built from — Prefill and Decode together, then Prefill and Decode as separate roles, then Encoder alongside them — from Parallelism—TP, PP, DP, and EP—because the two are chosen independently. Versioned Runtime Profiles is a stack of tabbed cards labelled Service A rev. 12, Service B rev. 7, and Service C rev. 21, plus a fourth paler card behind them all, blank and showing only its top edge, whose narrow tab carries an ellipsis for the profiles not drawn, the front card holding an Engine Configuration and a Container I

    Middle: How Language Models Use Long Contexts, TACL 2023 / arXiv:2307.03172; Thariq Shihipar — The New Rules of Context Engineering for Claude 5 Generation Models, Claude, July 24, 2026; Boris Cherny and Diana Hu — Boris Cherny: Building Claude Code, Y Combinator Startup School, July 27, 2026; Xiaoyu Zhang (BBuf) — AI-Infra-Auto-Driven-SKILLS, GitHub; Tianyu Zhang, Yusong Gao, Yun Zhang — Pushing the Limits of Serving DeepSeek-V4-Pro on Compute-Constrained NVIDIA H20, LMSYS Org, August 19, 2026

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  5. Meta:Newsroom · AI

    Meta 详解 AI 数据中心闭环液冷:冷却液可用长达十年

    Meta 最新 AI 优化数据中心大多采用闭环液冷,冷却液(水与乙二醇混合)在密封回路中循环,预计可使用长达十年无需更换。Meta 称典型采用闭环液冷加干冷器的 AI 数据中心年用水量少于几家全服务餐厅,且相比风冷可在同等机架空间内容纳更多 GPU。Meta 还通过 Open Compute Project 开放相关设计,2025 年宣布了液冷网络机架平台 IcePack,并用强化学习优化冷却系统。

    l temperature. Even a few years ago, using air cooling methods to cool AI hardware was an achievable solution. In fact, I visited a data center in Altoona, Iowa, where racks of 16 Nvidia H100s were kept cool completely through air cooling with minimal water usage. Minimal amounts of water were used at the start of the data center cooling process to cool the air during warmer months, but no water was ever being sent directly to the hardware. It’s only more recently that newer AI hardware designs

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星期四

  1. The Next Platform

    拆解 Google 与 Marvell 传闻中的 1200 亿美元芯片合作

    Marvell 在 8-K 文件中披露与 Google 扩大定制芯片合作,涉及 AI 推理加速器、存储控制器、网络接口控制器、内存接口控制器和近存计算等接入 TPU 生态的项目。报道称 Google 获得 5897 万股 Marvell 认股权证,按每 5 亿美元对 Google 销售额分批归属,全部归属后约占 6.3% 股份,但 Google 可推迟至 2033 年 8 月 18 日再行权。双方均未回应有关代号 Merope 的 LPU 芯片传闻,文件另提到代号 Kestrel 的产品需在 2027 年 11 月 10 日前完成认证。

    mpleted datacenters in 2028 as Marvell shepherds them through the Taiwan Semiconductor Manufacturing Co foundries and packaging. But that is just human intelligence inference, called a hunch. 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. The Register

    Salesforce 财报:50% 订单来自客户续购 Flex Credits

    Salesforce 公布截至 7 月 31 日的 Q2 财报,营收 113 亿美元、同比增长 11%,并宣布与 Anthropic 合作推出 Claudeforce,提供含 37 项预置销售技能的 Plugin,可嵌入 AIforce、Data 360、Tableau 和 Slack。联席 CEO Miguel Milano 称订单同比增长三位数,其中 50% 来自客户续购 Flex Credits。公司同时推行按消费、基础用量或业务结果计费的捆绑定价。

    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. Ben's Bites

    Ben's Bites:ChatGPT Work 新增登录流程,Claude Chat 与 Cowork 共享记忆

    ChatGPT Work 推出新的登录流程:智能体遇到登录页时会暂停并弹出表单,用户在其中输入用户名、密码和 2FA 验证码,这些信息不进入聊天,而是直接传给云端浏览器,登录状态可保留供后续任务使用。Claude Chat 与 Cowork 现已共享记忆,但仍与 Claude Code 的记忆相互独立。此外,OpenAI 的新芯片 Jalapeño 在三个开源模型上实现每瓦 1.5-1.9 倍工作量、延迟降低 1.7-3.6 倍,年底开始部署。

    per image. Gemini 3.5 Transcribe - New model from Google for audio transcription. It’s quite pricey, but makes way fewer errors than other models. OpenAI’s new chip Jalapeño beats Nvidia’s Blackwell chips on both speed and efficiency. Across three open models, its first inference chip delivered 1.5-1.9x more work per watt and 1.7-3.6x lower latency. It starts deploying by year-end. Also, remember when an OpenAI model hacked Hugging Face? They completed the investigation into it and released a re

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  4. The Rundown AI精选

    Z AI 确认神秘模型 Ox Alpha 即 GLM-5.3-Flash

    Z AI 确认匿名免费模型 Ox Alpha 是 GLM-5.3-Flash,并公开模型权重。该模型登顶 OpenRouter,使用量为第二名 DeepSeek 的两倍;Z AI 称免费开放期间的服务完全运行于中国制造的芯片,Artificial Analysis 给出的单任务价格为 $0.045,较同档模型低 10 倍。

    epSeek, a debut the platform ranked as its biggest ever. Z AI said the free usage week ran entirely on Chinese-made chips, claiming the setup now serves tokens about as cheaply as Nvidia hardware. Artificial Analysis grades the model at a 57 on its Intelligence Index for a discounted $0.045 per task, 10x lower than similarly-ranked rivals. Why it matters: The mystery that captivated the AI world for a week is over, and it was the original suspect all along (despite some odd posturing from Google

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