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星期二

  1. The Register

    OpenAI 推出 ChatGPT Business Premium 席位,月费最高 125 美元

    OpenAI 为 ChatGPT Business 客户新增 Premium 席位,月付 125 美元、年付 100 美元,比标准席位(月付 25 美元、年付 20 美元)最多贵 100 美元。Premium 席位用量为标准席位的 5 倍,且不受高级功能每日 5 小时使用上限限制,但仍需消耗 ChatGPT credits。OpenAI 称此举是因客户要求更高的用量上限。

    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. Recode China AI

    华为昇腾芯片如何走出低谷

    华为 Fellow、半导体首席科学家廖恒在五小时访谈中回顾昇腾芯片走出低谷的历程,以及美国制裁如何推动华为研究产业链各层并转向垂直整合。文中称昇腾系列在 2025 年出货 600,000 至 700,000 颗,计划在 2026 年翻倍,950 和 960 superpod 分别计划于 2026 年和 2027 年上线;团队还通过与 DeepSeek 等 LLM 客户合作加快芯片设计优化。

    Tony Peng's avatar

    ond half of my career and take part in some of that. Zhang Xiaojun: As I was researching this chip history, I found that ‘97 also had a big event in the chip industry—in April ‘97 Nvidia launched its third-generation chip, the NV3, and only then, after the failure of its first two generations, did it finally get a firm footing. Liao Heng: Did you notice that company at the time? No, I didn’t—I think back then they were a nobody. Actually, I think if we’re talking about chip history in ‘97, there

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  2. The Next Platform

    AI 网络向三个方向扩展,Arista 业绩同步增长

    Arista Networks 将 2026 年营收指引上调 11 亿美元至 126 亿美元,同比增长 44%,其中 AI 前后端网络业务上调 1 亿美元至 36 亿美元,约为去年的 2.1 倍。CEO Jayshree Ullal 表示,连接数据中心与区域的 scale across 网络将占该类别 2026 年收入的约 30%(10.8 亿美元),scale up 与 scale out 网络合计占其余 70%(25.2 亿美元)。第二季度营收同比增长 37.7% 至 30.4 亿美元,首次单季突破 30 亿美元。

    nity where we expect Arista Networks to do well, particularly in switches using Broadcom’s Tomahawk 6 Ultra switch ASIC. But that market can only grow as fast as people stop using Nvidia’s NVLink and NVSwitch scale up networking and use other XPUs or compel Nvidia to adopt a cheaper and more standardized approach. (Both are likely until Nvidia ends up with maybe 65 percent of the market instead of damned near 100 percent.) Here is how Ullal cased the situation with scale up: “Where it's non-Nvid

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  3. Hugging Face精选

    让知识蒸馏便宜到足以大规模运行

    Multiverse Computing通过缓存教师模型每个位置的top-100 logits,并把输出投影融合进分块KL loss,大幅降低大语言模型离线知识蒸馏的显存成本。32K token基准中,峰值显存从85.2 GiB降至5.45 GiB;蒸馏GPT-OSS 20B时,GPU节点由4个减至1个,单步耗时从57.0秒降至12.23秒。该分块loss实现已开源。

    • 21 meta-llama/Llama-3.1-8B-Instruct Text Generation • 8B • Updated Sep 25, 2024 • 6.2M • 8.13k moonshotai/Kimi-K3 Image-Text-to-Text • 2.8T • Updated 30 days ago • 1.27M • 11.6k nvidia/NVIDIA-Nemotron-Labs-3-Puzzle-75B-A9B-NVFP4 Text Generation • 45B • Updated Jul 7 • 10k • 130 openai/gpt-oss-120b Text Generation • 117B • Updated Aug 26, 2025 • 4.48M • 5.34k zai-org/GLM-5.2 Text Generation • 753B • Updated about 1 month ago • 731k • 5.14k Papers mentioned in this article 1 Efficient Knowledge

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  4. The Register

    NEC 测试停车场新技术:司机下车后才开始计费

    日本 NEC 与 UrbanChain 将于 9 月测试一套停车场计费系统,通过摄像头和 AI 分析实时视频,检测司机停入车位并下车后才开始计费,而非从进入停车场起算。测试将验证所需摄像头数量,两家公司还称该技术可发现长时间未下车的司机以提示健康风险。

    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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  5. Hugging Face精选

    Meta 携 Muse Glimmer 回归:本地运行、面向智能体、多模态且开源

    Meta 推出可本地运行的开源多模态模型 Muse Glimmer,由 2B 视觉编码器和 28B 文本解码器组成,总参数量为 30B。它支持图像、无音频视频、多模态工具调用和目标检测,并获得 Transformers、llama.cpp 及基于 Transformers 后端的 vLLM 支持。可选的 DFlash 推测解码器能以增加内存占用为代价加快生成。

    model and the speculative decoding drafter. You can use AutoModelForMultimodalLM and AutoProcessor classes to load the model and the processor. The same snippet runs unchanged on NVIDIA (CUDA), AMD (ROCm) and Intel (XPU) GPUs, device map="auto" places the model on whichever accelerator is available. Text-only Inference After loading the model, you can do text-only inference with it as follows. Prompting the model with images and text We would need torchvision to be able to use images and text.

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  6. Sakana AI:Blog

    Sakana AI 验证 Gemma 4 版 Sakana Fugu:指挥者模型可脱离 Qwen 基座

    Sakana AI 用 Gemma 4 E2B(Apache 2.0 许可)以相同训练方法训练 Sakana Fugu 的指挥者模型,在自建评测集上取得与现有指挥者模型相当的性能和同等成本削减效果。此前该指挥者模型基于 Qwen 训练,此次验证表明指挥者模型也可模块化替换;Sakana AI 计划进一步训练基于自研模型的指挥者模型,以按客户主权性需求切换至日本国产模型基座。

    す。 モデルプールの側は、当初から入れ替え可能であることを前提に設計してきました。標準構成では最高性能を基準にモデルを選定していますが、用途によっては選定基準そのものを変えたいという要望があります。コストを優先したい場合、モデルの提供元の所在地を限定したい場合、実行環境を限定したい場合などです。この選定基準は構成側で選べるようにしており、その一環として先日のNVIDIAとの提携によりNemotronを利用できるようにする取り組みを開始しました。 検証:Gemma 4ベースの指揮者モデル 一方で、指揮者モデル自身のベースモデルの多様性はこれまで担保できていませんでした。そこで私たちは、これまでとは別系統のオープンモデルであるGemma 4(Apache 2.0ライセンス)をベースに、同じ訓練手法で指揮者モデルを訓練しました。同規模のモデルであれば、系統が違っても同じ手法が通用するのかを確かめることが目的です。 検証には、当社が独自に構築した評価用設問セット(知識を問う問題、コード修正、コード生成、大学院水準の科学の設問からなる)を用いました(これらの設問は訓練にも、訓練途中の候補選定にも

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星期日

  1. Recode China AI

    中国 AI 周报:Qwen3.8-Max、Unitree 的 $9B IPO 估值与 DeepSeek 涨价

    Recode China AI 汇总了本周追踪的 247 条中国 AI 新闻,重点涵盖 Qwen3.8-Max、Unitree 约 $9 billion 估值的 IPO,以及 DeepSeek API 涨价。周报还梳理了多款模型更新、美国对中国 AI 组件的潜在进口限制、融资动态、产品调整与模型安全事件。

    Tony Peng's avatar

    ing news, alongside a fresh DeepSeek raise. The chip-export standoff kept escalating even as regulators moved on quieter fronts. Washington is reviewing China’s offshore access to Nvidia chips following recent Chinese AI breakthroughs. (Bloomberg); China tightened chip-design IP protections and clarified ownership rights, aiming to spur domestic semiconductor innovation. (SCMP); The EU’s AI Act transparency rules formally took effect. (36氪); China’s AI soft power is showing up furthest from home

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星期六

  1. The Next Platform精选

    AMD 收购 AI 推理芯片初创公司 Taalas

    AMD 本周以未披露金额收购 AI 推理初创公司 Taalas,计划把其技术整合进加速器路线图,并与 AMD Instinct GPU 组成系统级方案。Taalas 将模型权重固化进 ROM 电路并搭配大块 SRAM 作为片上 KV cache,当前 HC1 芯片可容纳 80 亿参数模型,下一代 HC2 目标为 200 亿参数。此前 AMD 已与 Cerebras 合作做分离式推理,由 GPU 承担 prefill、专用引擎承担 decode。

    compute Jensen Huang, the chief executive officer and co-founder of Nvidia, let the cat out of the bag back at GTC 2026 in March that if hyperscalers, cloud builders, AI model builders, and other enterprises as well as sovereigns needed low latency inference if they want to use agentic AI or if they just want to charge a premium for chattybot inference, they could not do this on GPU architectures. What Huang showed was that to get the best low latency performance across a wider range of latency

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  2. The Next Platform

    D-Wave 为双轨量子架构推出双量子比特纠错门

    D-Wave 在 Nature 发表论文,公布其双轨超导量子架构上的快速双量子比特纠缠门,保真度约 99.9%,门时间约 500 纳秒。该门可在硬件层检测擦除错误并保留错误层级,仿真显示每提升一级纠错可将逻辑错误率降低 10 倍,从而减少所需物理量子比特。D-Wave 计划明年推出 49 物理量子比特系统,将物理错误率降低 20 倍。

    nth when AT&T said it was expanding its use of the vendor’s quantum technology after it was able to cut the time needed to process a network optimization job from about an hour to 15 seconds. 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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星期五

  1. The Register

    测试游戏显示人工审批漏掉约三分之一危险 AI 编码智能体请求

    比利时开发者 Alex Wauters 制作的浏览器游戏让玩家在 60 秒内审批模拟的 Claude Code 权限请求,超过 4 万次运行、40.9 万条命令的数据显示,平均约三分之一的恶意命令被放行。最常被漏掉的是范围越权类请求,占比 35%,例如读取 Kubernetes 配置文件或 AWS 凭据;被漏掉最多的单条命令是 npm run analyze,近 65% 的玩家批准了它。Wauters 认为反复审批会带来疲劳,建议把编码智能体放进沙箱和云端 devcontainer,并配合 auto mode 与钩子来拦截风险动作。

    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 Next Platform

    Google 重组 Gemini 模型团队,Jeff Dean 离职创办 Discovery Loop

    Google 对 AI 部门高管进行调整,Jeff Dean 在任职 27 年后离职,创办用 AI 自动化科研流程的初创公司 Discovery Loop,并带走 Sanjay Ghemawat、Quoc Le 和 Oriol Vinyals 三名核心研究员,Google 对该公司进行了投资。Demis Hassabis 转任 DeepMind 董事长并接任 Google 首席科学家,Koray Kavukcuoglu 出任首席 AI 架构师、负责 Gemini 模型。文章还提到 5 月发布的旗舰模型 Gemini 3.5 Pro 原预期 6 月交付,目前仍未上线且未给出交付时间。

    ago. That capex level is driven entirely by the Google Cloud backlog, which was at $514 billion as the second quarter came to a close, up 4.75X year on year and up 11.3 percent sequentially. 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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星期四

  1. The Next Platform

    Broadcom 观点:AI 暴露旧平台短板,平台工程 2.0 需五大支柱演进

    Google 2025 年 DORA 研究显示,90% 的组织已使用内部平台,76% 建立了专职平台团队,但多数平台并非为 AI 时代设计。Broadcom 提出平台工程 2.0 的五大支柱:AI 原生平台(IDP 演进为 Agentic Development Platform)、多角色体验、内嵌 FinOps、安全下沉和可组合设计,并建议先审计 GPU 供给、非人类身份管理和实时成本归因三项缺口。

    re already in place. What’s left is to extend them – before the platform becomes the bottleneck it was built to remove. Pankaj Gupta is senior director of private cloud solutions at Broadcom. 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. The Register

    英国拟要求雇主安装 bossware 前须咨询员工

    英国政府正考虑强制雇主在部署“bossware”职场监控软件前咨询员工,涵盖 AI 生产力评分、按键记录和生物识别监控等。咨询文件援引研究称,三分之一英国组织已在主动监控员工数字活动,两年前 ICO 数据为五分之一。该咨询属于 Make Work Pay 改革的一部分,持续至 9 月 30 日,政府尚未决定采用非立法指引、法定实践准则还是法定咨询义务。

    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 Next Platform

    亚马逊为何不应分拆 AWS 与 Annapurna Labs?

    The Next Platform 提出一个思想实验:亚马逊可考虑将芯片设计部门 Annapurna Labs 与 AWS 分别分拆上市,但仅出售 20% 至 30% 股份、由亚马逊保留多数股权。AWS 称 Annapurna Labs 定制芯片业务年化营收已超 250 亿美元且仍保持三位数增长,Graviton CPU 截至 2026 年第二季度已有超 13 万客户、同比增长 45%。Jassy 表示若将自研芯片对外销售而非作为 EC2 容量出租,年化营收规模约为 500 亿美元。

    appened to have a profitable and fast-growing cloud computing businesses are well behind us now. AWS is riding the GenAI boom high, and its own chips as well as those it buys from Nvidia, AMD, and Intel are in high demand for both AI workloads and traditional back office and data analytics stuff that makes the world go round. The company’s Trainium 2 and Trainium 3 capacity for the next two years is largely booked out, chief executive officer Andy Jassy said in his letter to shareholders in Apri

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  3. Liquid AI 模型与工程博客精选

    Liquid AI 发布 LFM2.5-2.6B 端侧智能体模型

    Liquid AI 发布 LFM2.5-2.6B,一款完全在设备端运行的智能体模型,基础版与后训练版已在 Hugging Face 上线。该模型为 2.6B 参数、预训练约 34T tokens,词表扩展至 128K 并包含 128K 上下文扩展阶段,后训练经 SFT、教师专精、MOPD 蒸馏与 Agentic RL 四阶段。推理方面在 M5 Max 上解码 220 tokens/s、Ryzen AI Max+ 395 上 113 tokens/s,占用低于 2.5 GB,手机端保持 30 tokens/s,并首日支持 llama.cpp、MLX、vLLM、SGLang 和 ONNX。

    ns/s on a phone, so a capable agent runs instantly and privately on your own device. GPU inference. We also measure output throughput (total output tokens / wall time) on a single NVIDIA H100 SXM5 GPU using a sustained-load setting: at each concurrency level, we continuously maintain the target number of in-flight requests, replacing each completed request immediately. We benchmark each model with SGLang 0.5.16, 1,024 input tokens, up to 256 output tokens, in BF16, averaging 3 runs per concurren

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星期一

  1. Recode China AI

    禁止中国开放权重模型对美国弊大于利

    作者主张,禁止中国开放权重模型会切断美国 AI 生态的低成本创新来源,却难以阻止已公开权重的全球传播。文章认为,廉价模型有助于降低应用层推理成本、支持企业自主托管数据并促进价格竞争,而既往技术限制也未必实现预期目标。

    Tony Peng's avatar

    d’s top two AI labs, which insist on a closed-source approach and reportedly lobby for policies that could constrain open models. The other is a coalition of tech companies led by Nvidia, Microsoft and Meta, which are strongly in favor of open-weight models. They signed a letter last week warning against “premature restrictions” on open-weight models and launched an open AI security alliance, an organization building tools to defend against cyber attacks from frontier models. Both sides have jus

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星期日

  1. Recode China AI

    中国 AI 周报:CXMT 上海 IPO 大涨472%,Kimi K3 开放权重,DeepSeek 投资者纪要走红

    Recode China AI 汇总2026-07-25至2026-08-01的269篇报道,重点涵盖CXMT上海 IPO 一度上涨472%、Kimi K3全面开放权重,以及DeepSeek暂停融资并发布V4。同期MiniMax H3、Seedance 2.5等模型集中亮相,中美围绕中国开放权重模型与芯片获取的政策争论继续升温。

    Tony Peng's avatar

    O—one of China’s largest ever—sent shockwaves through the global chip trade, hitting Micron and SK Hynix shares and reviving the “China chip breakthrough” narrative that’s rattled Nvidia investors all year. Founder Zhu Yiming pledged $5.6 billion in worker bonuses out of his own windfall, and semiconductor-sector profits in China are reportedly up 2,500% in the first half on the AI boom. Nomura flagged room for the stock to keep rallying; the FT cautioned the surge “isn’t the bubble signal it mi

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  2. Interconnects

    最新开源模型盘点第23期:Laguna S2.1、Inkling 与 Kimi K3 展现开源模型的帕累托前沿价值

    Interconnects 发布第23期开源模型盘点,涵盖 Thinking Machines 的 Inkling、腾讯 Hy3、Poolside 的 Laguna-S-2.1 与 Laguna-XS-2.1、DeepSeek-V4-Flash-0731、月之暗面 Kimi-K3、美团 LongCat-2.0、Motif-3-Beta、Swiss AI 的 Apertus-v1.5-70B 以及 AMD 的 Instella-MoE-16B-A3B-Think。作者认为此前关于模型实验室将走向整合的预测并未成真,反而有更多公司在训练强模型并公开释出,token 需求高涨让更多机构把构建 token 机器视为价值路径。其中 Thinking Machines 的 Inkling 是 975B-A41B 多模态 MoE,支持文本、图像和音频输入,并同步发布 276B-A12B 小版本;美团 LongCat-2.0 为 1.6T 参数 MoE,完全在昇腾 910 上训练。

    n model finetuning service is making hundreds of millions in revenue per year and they’re releasing the best open-weight models built in the U.S.A. — ahead of the early leaders in NVIDIA with Nemotron and Arcee’s Trilogy. On the other side of the ecosystem is the sustained pace from the Chinese labs, with newer entrants like Xiaomi still accumulating mindshare in the broader AI economy. Having predicted consolidation for a long time, it now seems like a safer bet is to predict continued adoption

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星期五

  1. LMSYS Blog

    SGLang 重构量化栈:Config→Method→Scheme→Kernel 四层架构

    SGLang 在 issue #15194 中提出将量化路径拆分为 Quant Config、Linear/MoE Method、Scheme、Kernel 四层,把 checkpoint 解析、参数注册、权重加载、后处理与内核执行解耦,使多种格式可复用同一硬件内核。该设计让新格式与新后端可独立演进,格式检测与加载可在纯 CPU 机器上测试。后续路线图(#31783)计划扩展 W8A8、W4A8、W4A4、NVFP4、MXFP4、MXFP8 在 CUDA、ROCm、Ascend NPU、CPU 等后端的支持。

    Cm, Ascend NPU, XPU, CPU, and other backends. Special thanks to the Intel Neural Compressor and AutoRound contributors for their collaboration on AutoRound integration, and to the NVIDIA, AMD, ModelOpt, Compressed-Tensors, Quark, GGUF, and hardware-backend communities whose work continues to expand the range of efficient inference formats available to SGLang Finally, we thank everyone contributing to the SGLang quantization roadmap - from researchers proposing new numerical formats to maintainer

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