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星期六

  1. SemiAnalysis

    Intel Panther Lake 拆解:18A 工艺、BSPDN 与 GAAFET 首秀

    SemiAnalysis 拆解了 Intel Panther Lake,这是首个商用落地背面供电网络(BSPDN)的芯片,并首次采用 Intel 的 GAA 晶体管(RibbonFET)。实测显示 Panther Lake 的 18A 计算逻辑与 TSMC N3E GPU 逻辑密度相近,但 18A 峰值密度不及 TSMC N3P、N2 或 Samsung SF2。该芯片用 Foveros-S 封装整合计算、GPU 与 I/O 三颗 die,高端 GPU 仍采用 TSMC N3E。

    rs on the PTL-U compute tile, both the 4-core and 12-core GPU tiles, as well as the 12-lane I/O tile. In conventional chips, power and signal are routed through the same frontside metal stack towards the device frontend. Power rails consume scarce routing resources near the transistors, while tall via stacks carry VDD and VSS from the coarse upper wires to local rails. Backside power delivery network (BSPDN) moves the main power network behind the transistor layer, to the backside, separating it

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  2. 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。

    ery hotel room, right? For every word that appears in a story in The New York Times , that reporter has written down probably a hundred words somewhere else. That’s all that other metadata, which traditionally has been constrained by how many column inches you had in the physical paper, or how much attention a human would actually spend on that. Imagine if you could say to the LLMs, “Hey, listen, we’re gonna sell — “ and again, there are all kinds of things around protecting sources you have to

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  3. 量子位

    Simate 发布首版通用物理快系统 Simate-beta,登顶 RoboDojo

    成立三个月的 Simate(Silicon Mate)发布首版通用物理快系统 Simate-beta,展示记忆、长程任务、精细操作与任务适应能力。据公司提供、更新于 2026 年 9 月 23 日的 RoboDojo 榜单,Simate-beta 以平均 Score 33.95 排名第一,对应 SR 为 27.96%,团队称参评基础模型未针对该榜单专门优化。公司同时开放 AutoResearch 研究平台内测,称清华、MIT、港科大等高校研究者已参与,并已连续完成多轮每轮数亿元人民币融资。

    a FSD的智驾系统。 此外,团队里还有两位灵魂人物。 1、占方能 。 香港科技大学助理教授、World Mind Lab负责人,长期研究世界模型和物理AI。 2、 季马泽宇 。 00后青年科学家,研究方向横跨3D感知、灵巧操作和人形机器人全身控制。 加入Simate前,他还是硅谷Assured Robot Intelligence的创始成员。 ARI后来被Meta收购。 资本市场,也已经用真金白银投票。 成立仅三个月, Simate 连续完成 多轮每轮数亿元人民币融资 。 而这一切,都是在押注同一件事—— Physical RSI。 Simate从创立第一天便瞄准了这个方向,并且定义了三种不同类型的RSI。 1、弱SI:边界明确,快速闭环 人机共驾模式,研究员设定目标与约束,正常执行过程中不再需要研究员逐步参与,异常可以升级处理。 这次登顶RoboDojo,就是第一阶段的工程验证。 2、中SI:方向明确,但答案未知 怎么改善模型记忆?某类任务的数据比例到底怎么配? 方向已经有了,但具体哪个方案有效,还得靠多轮实验去找。 这时候,Agent负责整理上下文、实现方案、跑实验、比较结果;研

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  4. Latent Space

    OpenRouter 从种子轮到被 Stripe 收购:Alex Atallah 与 Anjney Midha 对谈

    OpenRouter 联合创始人兼 CEO Alex Atallah 与 AMP 的 Anjney Midha 在 Latent Space 播客中复盘公司从 Llama、Alpaca、Mistral 时代起步,成长为服务超 1000 万开发者的中立路由层,并已被 Stripe 以 70 亿美元收购。两人谈到模型实验室即便投入数十亿美元训练,仍常卡在分发环节,而 OpenRouter 目前日处理超 10 万亿 token。Anjney 还解释了 Stripe 与 OpenRouter 的契合点,以及 token 欺诈可能成为 AI 经济中的典型安全问题。

    s have value. Alex Atallah [00:26:40]: Investors are wrappers and LPs, right? Alex Atallah [00:26:42]: Like venture capitalists. So, yeah, it’s all wrappers down, all down to bare metal, I guess, and like energy. Swyx [00:26:46]: Yeah, there - When I started the whole AI engineer, I guess, the coining, in 2023, like, that was, like, the number one pushback is that this is no value. You should just train models. Anjney Midha [00:26:56]: Right. Swyx [00:26:57]: And, yeah, obviously this is, like.

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星期五

  1. Amazon Science

    Reactor 与 AWS 用 Neuron Kernel Interface 在 Trainium 上优化实时视频生成

    Reactor 与 Amazon Neuron Science 团队合作,借助 Neuron Kernel Interface 在 Trainium 芯片上优化自回归扩散模型的实时视频生成,针对动态形状、内存访问模式和缓存管理等问题提出可跨模型泛化的技术。双方选用 Rolling Forcing 模型,看重其能稳定生成 30 秒高质量视频且体量相对较小,但序列长度很大、内存消耗高。

    needs to be able to get to the network without hopping around through Kubernetes. And you need to do this in a way where it doesn't matter if it's a well-supported cluster or bare metal in a closet. “And then,” Schmidtchen continued, “you need to tie this to world-class networking and media streaming that supports different codecs, different resolutions, and allows that to connect to APIs and SDKs across different languages that can support all different types of applications.” The global reach

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  2. Ben's Bites

    Ben Tossell 用 Codex 和 Factory 一个上午做出 50 年科技设备时间轴网站

    Ben Tossell 用一个上午做出 50 年科技设备时间轴网站,收录 87 台 1976 至 2026 年的设备,全部图片由 Astra 生成,共 40 条消息、7 个 subagent、1455 票。网站先在 Codex 中启动、后用 Factory 的 Droid 完成,支持拖动时间轴切换设备、投票标记“用过/想要”并生成可分享的个人设备页,还由 luna subagent 生成了 10 秒视频演示。

    t, and generated a new image of that exact device. The image prompt it wrote for the new one is pretty specific: Subject: silver Casio Data Bank CD-401 (1984), matching the silver metal bracelet model shown in reference. Square silver case, black calculator face with four small silver memory buttons ABOVE the rectangular gray LCD, twelve small silver calculator buttons BELOW it… Exact reference layout, not later DBC model. Then I thought wouldn’t it be fun if you could say you had one of these,

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  3. Cohere 产品与研究博客

    Cohere Compass 推出云端托管版 Compass Cloud 私测

    Cohere 的检索平台 Compass 进入私有测试阶段,推出托管版本 Compass Cloud,由 Cohere 负责完整流水线和模型推理,同时保留自托管部署选项。Compass 整合文档连接、解析、嵌入、索引、检索、重排与权限治理,支持 SharePoint、OneDrive、Google Drive 等连接器。在投资银行基准 High Finance 上,Compass 相比 Azure Search 提升 14-16 分(从 64.8 到 81.1)。

    Compass cloud logo

    and embeddings as separate records, so a new embedding model can be adopted without crawling and uploading the same content again. At search time, they sit in one index with their metadata, reducing the need to keep each system in sync. Retrieve: Combine search strategies in one request. Semantic, sparse, and keyword search can run independently or together, balancing recall and precision. Permissions are enforced during retrieval rather than left to the application. Rerank: Send stronger eviden

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  4. MIT Tech Review

    The Download:五角大楼的 AI 测谎仪与年轻器官移植限制

    美国国防部预算申请显示,政府计划未来五年投入 3030 万美元升级测谎技术,项目名为“Polygraph+”或“Polygraph Next”,重点研发基于 AI 和机器学习的评分算法,以及无需接触人体即可读取生理信号的“远距离传感”技术。该项目旨在提升测谎评估的准确性与可靠性,但专家称 AI 测谎是“两种世界的最糟结合”。

    finally ready to hit the road The long-delayed electric truck is reaching customers this week.( Verge ) + It could be a big deal for electric trucking. ( MIT Technology Review ) 6 Meta has gained an early lead over OpenAI in the AI device market The Muse Charm is expected to ship before OpenAI’s hardware. ( CNBC ) + Meta promises to put privacy at the center of the products. ( Axios ) 7 A mathematician has discovered a rare eight-faced shape He argues that the strange three-holed object can exis

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  5. 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。

    set on the hub cluster and projects it to spoke clusters as a unified Portable Operating System Interface (POSIX) namespace. When a spoke is created, CDF replicates the filesystem metadata to it, so the full namespace is browsable within seconds, before file data has moved. When the spoke mounts the filesystem, CDF services each read from the nearest valid source: local NVMe cache on a hit, the hub on a miss. CDF also uses advanced congestion control, which paces to measured bottleneck bandwidth

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  6. Latent Space

    Latent Space 的未来:AINews 周报与团队改版

    Latent Space 宣布本周起重新开放赞助与 PR 合作,并新设 Business/Ops Manager 与 Head of Editorial。同期 AINews 汇总了 Claude Opus 5.5、GPT-6 Astra/Sol/Luna、Gemini 3.8 Flash 和小米 MiMo-V2.6-Pro 等新模型动态,其中 Opus 5.5 以 88.4% 登顶 SimpleBench,MiMo-V2.6-Pro 以 MIT 协议开源、1M 上下文并在 AA 指数得 46 分。

    an absolutely MONSTER week already, from new Chinese Open Weight Frontier Lab claiming the throne for the first time, to new SOTA LLM and price cuts from Anthropic and OpenAI , to Meta Connect , to TypeSafe AI’s $10B fundraise after our exclusive podcast this weekend (already one of our top of all time, with two pods on genomic language models and AI scientists sending us above heavyweights like TBPN and MKBHD in Apple Podcasts , and helping cross 200K on YouTube ). Today is the calm before the

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  7. 量子位

    Skild AI 发布人形机器人 Messinator,靠自我对弈学会踢足球

    美国具身智能公司 Skild AI 展示人形机器人 Messinator,其大脑基于旗舰机器人基础模型 S1,并在 NVIDIA Isaac Sim 搭建的虚拟足球场中通过强化学习和 self-play 自我对弈训练,只设定进球这一个目标,盘带、护球、抢断和倒地起身等行为均为自行习得。团队称机器人在虚拟世界累计踢了 140 年,最终能把足球策略迁移到真实人形机器人上,完成带球、护球、抢断并在真人对抗中调整位置。Skild AI 成立于 2023 年,脱胎于卡内基梅隆大学机器人研究体系,此前推出过跨硬件机器人基础模型 Skild Brain,并公开过约 10 万种身体结构、约 1000 个仿真年的 omni-bodied 训练成果。

    杯,Skild这条看似疯狂的技术路线并非横空出世。 把这些想法从论文一路推向真实机器人的,是两位在机器人学习领域深耕多年的卡内基梅隆大学教授。 两位CMU教授,联手造机器人大脑 Skild AI成立于2023年,脱胎于 卡内基梅隆大学(CMU)机器人研究体系 。 团队成员既包括来自卡内基梅隆大学、斯坦福大学、加州大学伯克利分校等高校的研究人才,也包括曾任职于Meta、Tesla、NVIDIA、Google、Amazon和Everyday Robotics等机构的研究员及工程师。 而联合创始人兼CEO Deepak Pathak 的经历,几乎串起了Skild AI的整条技术路线。 他本科毕业于印度理工学院坎普尔校区计算机专业,后赴加州大学伯克利分校攻读计算机博士,师从计算机视觉领域知名学者Alyosha Efros和Trevor Darrell。 博士毕业后,他曾在Meta(前Facebook)AI Research从事研究工作,也曾在伯克利与机器人学习专家Pieter Abbeel合作,担任访问博士后。 此后,他进入卡内基梅隆大学,成为机器人研究所和机器学习系教授。 Deepak Pa

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  8. The Verge AI

    微软发布 Copilot 超级应用,整合聊天、编码与 Autopilot 智能体

    微软正式发布重新设计的 Copilot 超级应用,将聊天、编码和智能体三类能力整合进同一界面,分为 Home、Code 和 Autopilot 三个标签页。Code 标签由 GitHub Copilot 同源技术驱动,可在沙箱环境中创建应用、看板或自动化并作为云端内部应用分享给同事;原名为 Scout 的个人助理更名为 Autopilot,以云端实例形式运行,拥有独立身份、记忆和工作区,可通过 @ 提及像同事一样调用。微软对 Cowork、Code 和 Autopilot 采用按用量计费,普通用户订阅许可仍覆盖 Chat 及 Word、Excel、PowerPoint、Outlook 和 Teams 中的 Copilot。

    st as Office defined work for the PC era, the new Copilot is built to define it for the AI era,” says Spataro. That might well be Microsoft’s goal, but there’s a lot more competition in this AI era than there ever was in the PC era. Microsoft has certainly fallen behind the likes of Google, OpenAI, Anthropic, and now Meta, and it’ll be interesting to see if “the AI built for work” is enough to help it catch up. Update, September 25th : Article updated with Microsoft CEO Satya Nadella’s comments.

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  9. 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。

    sis [01:30:29]: And so, yeah, Vibhu [01:30:30]: You got a good essay that people should read on Anastasis [01:30:33]: Yeah. Yeah Vibhu [01:30:33]: Real-world. Swyx [01:30:33]: No, Meta released a model that was, like, six modalities in one, right? Vibhu [01:30:37]: Yeah. Swyx [01:30:37]: I forget what the name of the thing was, but it was like, yeah, okay, depth is one of them, but depth is like a transformation of RGB in some sense. Vibhu [01:30:45]: ImageBind. Swyx [01:30:45]: ImageBind, yeah.

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  10. 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。

    ow-load study used the same 200 test questions with one warmup and ten measured rounds for each mode. The SVG figure-generation script stores the plotted measurements and revision metadata, including achieved QPS in the load-chart tooltips. Read the Results and Check the Measurements Each output directory contains summary.json and per-request samples.jsonl. For Figure 2-style comparisons, use end to end latency ms.p95 at matched target QPS, together with achieved QPS and the error count. For Fig

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  11. TechCrunch AI

    Anthropic 创始人在 IPO 前寻求投票控制权

    据 The Information 报道,Anthropic 正请求股东在近日批准一种股权结构,让 CEO Dario Amodei 与六位联合创始人持有的特殊股份合计拥有多数公司事务 50.1% 的投票权,前提是至少三人保持最低持股。这些特殊股份不带来额外经济收益,但会在公司上市后保留创始团队的控制权。Anthropic 的 Long-Term Benefit Trust 仍将选出多数董事会成员,创始人董事会席位将从两个增至三个,员工也将获得自己的股份以在某些议题上打破僵局。报道称七位联合创始人各仅持有公司约 2% 股份,并已承诺捐出 80% 的财富。成立五年的 Anthropic 在 5 月估值 9650 亿美元,近期在二级市场估值达 1.5 万亿美元,其即将进行的 IPO 预计将反映这一新估值。

    % of the vote on most corporate matters, as long as at least three of them keep a minimum stake. This isn’t a new idea; super-voting shares are how Mark Zuckerberg kept control of Meta, and how Evan Spiegel maintained his hold of Snap. The list is long. What’s unusual is the group approach. Why do it? The seven co-founders reportedly own just 2% of the company apiece, Amodei included, and have pledged to give away 80% of their wealth, a commitment the CEO announced in January alongside a warning

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星期四

  1. Hugging Face

    Liquid AI 发布 LFM2.5-VL-DSpark,为视觉语言模型加速

    Liquid AI 发布 LFM2.5-VL-DSpark 视觉草稿模型,为 LFM2.5-VL-3B 提供投机解码加速,草稿模型约 280M 参数,仅增加部署模型 8.9% 的参数量。该模型首日支持 llama.cpp、MLX-VLM 和 SGLang,在 M5 Max 上解码提速 2.30x 至 3.13x,H100 上端到端提升 1.64x 至 2.27x。模型已在 Hugging Face 以 Safetensors 和 GGUF 格式开放权重发布。

    MLX-VLM requires the respective build ( PR 2280 ). mlx vlm.server --model LiquidAI/LFM2.5-VL-3B --draft-model LiquidAI/LFM2.5-VL-3B-DSpark The block size is read from the sidecar metadata (n-max is clamped to it). Speculative decoding is exact : the target verifies every proposed token, so greedy output equals the target alone; per-response timings report draft n / draft n accepted . Our vision DSpark draft model is available on Hugging Face in Safetensors and GGUF formats . With LFM2.5, we're

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  2. LangChain Blog

    LangSmith 上线 Trajectories:按时间顺序查看智能体会话

    LangChain 在 LangSmith 中推出 Trajectories,把一次智能体会话中人类、AI 与工具的消息按首次出现顺序聚合展示,去掉嵌套 run 结构,便于定位智能体行为偏离的环节。该功能开箱支持 LangChain、LangGraph、Deep Agents、OpenAI 与 Claude 的 agent SDK,以及 Codex、Claude Code、Cursor 等编码智能体,并可用在线评测器对 trajectory 打分、送入标注队列或数据集,导出用于监督微调。Trajectories 现已在美国所有套餐中可用。

    LangSmith Trajectories thread

    ce. Traces from a multi-turn session are linked into a thread. That structure gives engineers the full execution tree, including nested runs, timing, retries, inputs, outputs, and metadata. When you need to understand exactly how something executed, the trace is the source of truth. But not every workflow needs the full execution tree, and that's where trajectories come in. A trajectory is a projection over the traces in a thread. It removes the nested run structure and keeps the messages and ac

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  3. Ben's Bites

    Claude Opus 5.5 与 OpenAI GPT-6 Luna、Sol 同期发布

    Anthropic 发布 Claude Opus 5.5,官方称其在多数任务上达到 Claude Fable 5.1 的水平,运行成本比 Opus 5 低 40%,Claude Code 的五小时额度提升 20% 并新增额度重置机制。OpenAI 同期推出 GPT-6 Luna 和 GPT-6 Sol,仅先在 Codex 和 ChatGPT Work 提供,价格比上一代便宜 50%,Luna 为每百万 input/output token 0.10/0.50 美元,Sol 为 2/10 美元,作者实测 Sol 跑约 4 小时的长任务消耗了 100 美元 Codex 周额度的 22%。

    ing 80+ pro-grade tools across imaging, design, video, and documents. New interactive editors let you hands-on edit PDFs and Adobe Express designs directly inside Claude . Muse at Meta Connect - Zuckerberg is going all in on Muse, Meta’s personal AI assistant. It can now use any app on your Mac, buy for you via Walmart, Best Buy & Sephora and it’s getting its own email address so you can CC it on threads. It’s also coming to Meta’s glasses in the next few months. Zuck says Muse stays free for “a

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  4. AWS Machine Learning

    Aderant 用 Amazon Nova Lite 构建智能工单分诊系统

    Aderant 基于 Amazon Bedrock 调用 Amazon Nova Lite,为 38 人的 SierraOps 团队构建了智能工单分诊系统 Intelligent Ticket Analyzer,自动完成上下文收集、分类、路由与知识补充。2026 年 6 月 30 日至 7 月 17 日的 2.5 周生产期内,该系统审查 109 张工单,路由准确率约 96%,预计每周节省 8–14 个工程小时,每月总运营成本低于 30 美元,其中 Bedrock 推理成本低于 1 美元。

    lication Model (AWS SAM) and AWS CloudFormation template. Amazon EventBridge triggers AWS Lambda. The function retrieves credentials from AWS Secrets Manager , queries environment metadata through Amazon Athena, and calls Jira, Confluence, and Microsoft Graph APIs for ticket and knowledge context. Amazon Bedrock returns structured classification output from Amazon Nova Lite. Amazon DynamoDB supports cross-ticket pattern tracking, while Jira, Microsoft Teams, and Confluence receive the resulting

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  5. Google Developers Blog

    Google Cloud API Gateway 进入公开预览,可将 REST API 转为 MCP 工具

    Google Cloud API Gateway 进入公开预览,可充当远程 MCP 服务器:在已有的 OpenAPI 3.0.x 或 3.1.x 规范上添加 x-google-api-management.mcp 注解并部署后,现有 REST 操作即可作为 MCP 工具供智能体调用,无需另建服务器。网关在 /mcp 路径接收 MCP JSON-RPC 请求,把 tools/call 转码为对应 REST 请求并沿用原有 JWT 或 API key 认证、配额和日志策略。该预览版覆盖 REST 与 OpenAPI 3.x 后端,MCP resources、prompts、响应流式传输和 Model Armor 载荷检查仍在路线图中。

    as an MCP result. To inspect that on the wire: Why serve MCP from the gateway Discoverable. Connect your gateway to API hub and its MCP server is published there with MCP-specific metadata and appears in Agent Registry automatically, so agents and developers can find the tools it exposes; Nothing new to operate. Your existing spec, gateway, authentication, quotas, and logging do the work — MCP and REST traffic stay consistent because they share one policy path The Public Preview covers REST and

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