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星期四

  1. 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。

    here is a long tail of mere multi-hundred-million-dollar deals whose aggregate value is enormous. One plausible scenario in which managed clusters gain ground on frontier-lab bare metal involves open-source progress. Serving open-source models is already more lucrative than many realize; we recently modeled that “you can make over $100M per MW per year selling open source tokens,” leaving plenty of room for profit even at today’s rental prices. One could imagine open-source models increasing the

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  2. NVIDIA Developer · Generative AI

    NVIDIA 开源 Cluster Readiness Engine,在生产负载前验证 GPU 集群就绪

    NVIDIA 发布开源 Kubernetes 控制器 Cluster Readiness Engine(NVCRE),通过运行真实分布式工作负载来验证 GPU 集群是否就绪,并把每个失败归因到具体节点和类别。它采用 Certification、Workflow、Job 三层自定义资源 API,内置覆盖 NCCL 通信、DCGM 四级诊断和 NeMo 预训练(Nemotron 5 的 8B 与 56B)的测试目录,并支持自适应故障隔离,逐层拆分失败分组以缩小可疑节点范围。NVCRE 与 NVIDIA AI Cluster Runtime、NVSentinel 共同构成 NVIDIA DSX OS 运行层,需 Kubernetes 1.29 及以上版本,采用 Apache 2.0 许可。

    missed its bandwidth target. The following example shows how a certification names its targets and the categories to run. apiVersion: nvcre.nvidia.com/v1alpha1 kind: Certification metadata: name: gpu-cluster-cert spec: target: nodeSelector: nvidia.com/gpu.present: "true" categories: - domain: communication variant: nccl-all-reduce - domain: training variant: nemotron5-8b $ kubectl apply -f certification.yaml $ kubectl get certifications.nvcre.nvidia.com -w The built-in catalog currently covers t

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  3. Pydantic AI 官方文章

    用 Jev 和 Pydantic Evals 实现低成本 AI 评分

    TypeSafe 的 Jev 面向结构化判定,输入价格 $0.042/百万 tokens 且不收取输出 token 费用;Pydantic AI 2.46.0 已内置对 Jev 的 judge 支持,可在 Pydantic Evals 评估器中调用并把结果记录到 Pydantic Logfire。按文中假设,100 万次评估(每次 3 个结果)的 Jev 推理成本为 $42、Logfire 遥测为 $20,而 Braintrust Pro 仅记录这 300 万个分数的边际费用为 $4,500(不含推理)。

    ustom code scorers. This comparison assumes you record all three judgments as scores in Braintrust, with the policy verdict mapped to a numeric result and its category retained as metadata. Under these assumptions, Logfire plus Jev costs about 1.4% of the Braintrust-plus-Jev subtotal, roughly 73 times less. Longer inputs raise both inference totals equally. At 4,000 tokens per reply, the comparison becomes $188 versus $4,668 before Braintrust's data charges. More telemetry raises Logfire's total

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  4. TechCrunch AI

    Google 测试让 Gemini 代打电话的 Call for Me 功能

    Google 开始测试名为 Call for Me 的新功能,让 Gemini 代替用户给商家打电话。该功能首批面向美国付费订阅 Gemini 的 Pixel 11 用户,并需使用 Google Phone 应用的 beta 版本。Gemini 可在通话中分享用户批准的个人信息,处理查询库存、餐厅订位、改约、预留商品等任务,能自我介绍、应对自动语音菜单、等待接通并完成对话,用户可实时查看通话转写并随时接管,通话直接使用用户本人的手机号码拨出。

    With AI agents like Meta’s Muse and Instinct now able to make calls on users’ behalf, Google is now letting Gemini call businesses with a new feature called “Call for Me.” The feature will initially roll out to Pixel 11 owners who pay for a Gemini subscription in the U.S. It will also require the use of the beta version of Google’s Phone app for Android, as it’s still supposed to be an experiment. While Google has long offered calling features guided by AI, prior versions were limited in what th

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星期三

  1. A6 a6-047 · Baseten 工程博客

    Baseten 上线 NVIDIA Nemotron 3 Diarization,单卡可跑 500 路实时说话人分离

    Baseten 在 Model Library 上线 NVIDIA Nemotron 3 Diarization,提供预录、流式和实时转写三种预设,单次推理即可标注最多 8 位说话人,间隔最低 320ms。该模型约 100M 参数,基于 NVIDIA Streaming Sortformer,同一 checkpoint 支持 0.32 至 30.4 秒四档算法延迟;在 RTX PRO 6000 上可维持 500 路以上并发分离流,加入转写后为 190 路。AISHELL-4 低延迟档 DER 为 9.8%,对比 Streaming Sortformer v2.1 的 27.2%,模型已在 Hugging Face 和 Baseten Model Library 开放。

    llar. The benchmarking results highlight consistent stability across multiple benchmark datasets in multiple languages, such as NOTSOFAR, AMI, CALLHOME, and AISHELL, outperforming Meta Muse Voice Transcribe on all datasets at even the ultra-low configuration, and losing to pyannote Community-1 only on AMI. Even under ultra-low latency configurations, the error rate remains within a tight margin of offline baselines, confirming robust speaker attribution under real-time constraints. Streaming dia

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  2. Baseten 工程博客

    NVIDIA Nemotron 3 Diarization 上线 Baseten,实时说话人标注每小时一美分

    NVIDIA Nemotron 3 Diarization 已在 Hugging Face 和 Baseten Model Library 上线,提供批量、流式和实时说话人标注转写三种预设。该模型基于 NVIDIA Streaming Sortformer,约 100M 参数,单次前向即可输出说话人活动,最多标注 8 位说话人,同一 checkpoint 支持 0.32 至 30.4 秒四档算法延迟。Baseten 在 RTX PRO 6000 上优化后,单卡可维持超过 500 路并发小时级分离流,加入转写后为 190 路,批量吞吐比 NVIDIA 参考部署高约 1.35 倍。

    Nemotron 3 diarization

    llar. The benchmarking results highlight consistent stability across multiple benchmark datasets in multiple languages, such as NOTSOFAR, AMI, CALLHOME, and AISHELL, outperforming Meta Muse Voice Transcribe on all datasets at even the ultra-low configuration, and losing to pyannote Community-1 only on AMI. Even under ultra-low latency configurations, the error rate remains within a tight margin of offline baselines, confirming robust speaker attribution under real-time constraints. Streaming dia

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  3. Sakana AI:Blog

    Sakana AI 聘请 AI 先驱 Jürgen Schmidhuber 任首席科学顾问

    Sakana AI 宣布 Jürgen Schmidhuber 以兼任形式加入,出任首席科学顾问并参与其 Recursive Self-Improvement(RSI)Lab。他将协助指导该实验室,推动 Agent-Native World Models 研发,用于在行动前模拟物理后果,并支持日本 Physical AI 与制造业创新。Schmidhuber 称智能的未来不只是语言,而是由 World Models 驱动的 Physical AI。

    alent. Having Jürgen join Sakana AI is a testament to this commitment. His foundational contributions to the field are legendary, specifically his pioneering work on World Models, Meta-Learning, and the Gödel Machine, as well as the 1991 deep learning techniques that underpin much of today’s AI boom. Now, he brings that visionary expertise to our team in Japan. His arrival also highlights a shared respect for Japan’s true history of technical innovation. Japan did not merely participate in the A

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  4. AWS Machine Learning

    HEMA 如何用 MCP 和 Amazon Bedrock 打造内部 AI 助手 HAL

    荷兰零售商 HEMA 基于 Amazon Bedrock AgentCore 构建了内部 AI 助手 HAL,并通过 Model Context Protocol(MCP)把知识接入 HAL 聊天、Kiro、Claude 等工具。HAL 将原本需要三四个门户、耗时一下午的查询缩短到数秒,安全依托 Microsoft Entra ID,客户端不存 AWS 凭证,目前为只读访问。

    Diagram of the fragmented sources a HEMA user consulted before HAL: wikis, service catalogs, and IT portals

    , and fetch full document pulls the complete document when a single chunk isn’t enough. Retrieval quality is improved with Amazon Bedrock reranking on semantic queries and team id metadata filtering for team-scoped lookups. HAL worked well in its own chat UI, but people live in other tools: their IDE, their AI assistant. The second step was to let external MCP clients such as Kiro and Claude reach the same knowledge and tools, without handing out AWS credentials. That meant adding a second Agent

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  5. ChinaTalk

    习近平访问华盛顿:ChinaTalk 播客对话 Julian Gewirtz

    ChinaTalk 播客在习近平自 2015 年以来首次访问白宫前几天,邀请前拜登国安会中国事务主任 Julian Gewirtz 讨论此次国事访问。双方认为此行缺乏实质性议程,特朗普主要想要场面和曝光,而中方对访问筹备不足感到焦虑,17% 美国人对习近平持正面印象。

    lities, and the actions parts of each government continue to take, are the downward leg. The system is currently being held together by that upward leg, but it’s very fragile. The metaphor is more than a parallel. When I hear talk of a truce or a détente, that sounds static, like a situation we’ve arrived at. But we all feel that US-China relations is actually quite dynamic and quite unstable, moving in two vectors at once. The Midterms Jordan Schneider: I don’t know who in the Trump administrat

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  6. 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。

    odel and 20GW of data-center capacity by 2032. British Columbia sued OpenAI and Sam Altman, alleging the company failed to alert police after flagging the Tumbler Ridge shooter’s ChatGPT use. Meta’s Muse reportedly outpaced ChatGPT’s mobile debut, with 1.8M U.S. and Canadian iOS downloads in 12 days to ChatGPT’s 1.3M. Twenty countries and the EU called for stronger global oversight of advanced AI, urging transparent company safety protocols and coordinated government standards. Sponsored listing

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星期二

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

    Ed Zitron 长文质疑 AI 数据中心产能:大量 GPU 仍堆在仓库

    Ed Zitron 在长文中质疑 AI 数据中心的真实产能,认为微软等超大规模厂商用 gigawatt 这类模糊说法夸大了 AI 算力上线规模。他引用微软约 2.2 million 颗 GPU、约 1.993GW 容量与约 50 billion 美元 GPU 的数据,对比其自 2022 年以来约 265 billion 美元的资本开支,估算有 50 billion 至 100 billion 美元的 GPU 仍在仓库或未通电的数据中心里。他进一步汇总各厂商 construction in progress 数据,推算约 200 billion 至 300 billion 美元的 NVIDIA GPU 是提前数年售出,并认为折旧压力和项目融资债务会放大风险。

    n progress is a stock rather than a total — while capital expenditures are however much money was spent, CIP represents the accrual of stuff. Across hyperscalers including Google, Meta, Oracle, Amazon, SpaceX, and Tesla, neoclouds like CoreWeave and IREN, and colocation companies like Core Scientific and Applied Digital, there is over $374 billion in construction in progress, a figure that’s likely lower than the true number, because Amazon’s contribution ($71.7 billion) is only current as of th

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  2. 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。

    多是组织结构的问题。也就是说,实验室里有研发和建模算力,我觉得这两者有点被混在一起了。而现实情况是,让下一代模型变得更好的算力,和两三代之后的模型相比,差别非常大。而且我认为中国实验室只是在更短的时间跨度上投入。然后,如果架构或其他方面出现重大创新,并在美国生态系统中传播开来,我猜中国实验室也会搞明白。我不认为架构创新能在 Anthropic、OpenAI、Meta 和 Google 之间很好地保密。我认为这些都会通过人员流动很快泄露出去。 00:39:50 JS Denain:我明白了。所以你认为那确实有很大影响。所以基本上,我觉得看起来你就是认为,用其他解释就能走得很远,以至于你并不真的需要蒸馏来解释差距的一大部分。 00:40:03 Nathan Lambert:是的。所以我认为,如果没有蒸馏,差距会相当接近。而且,光是构建这些模型,就有太多唾手可得的成果,我不认为蒸馏能堵上多少你正在做的那些唾手可得的成果。这很不清楚。就像一旦你把你的推理轨迹确立为……这还没有被证实,但我认为在中期训练和 SFT 中,你的推理轨迹需要有一种相当独特的风格,才能把它堆叠起来,并为模型定义一个明确的

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  3. Ben's Bites

    用 Jev 能构建什么:Ben's Bites 盘点

    Jev 现已向所有人开放,它不同于常规 LLM,面向构建者、设计为在工具内部使用,可回答“这是广告吗”“该归入哪个文件夹”“相关度多少”这类问题。人们已用它做 YouTube 赞助片段跳过、实时过滤负面评论、按意图搜索 Gmail、语音控制 Mac 等。作者也提醒,把 Jev 接入编码智能体做即时压缩并不划算,会损失 prompt caching 的成本节省。

    upport is coming. This new change is in beta and will be live for all users soon. Also, finally, Claude Code will now support AGENTS.md (via their new feature Claude Mods ). Muse, Meta’s personal AI agent , is getting love from everyone (who has access). It has a Mac app and a developer platform to build connectors , so people can use external services through Muse. And of course, it’s heavily inspired by OpenClaw . Muse can shop for you - well, it could, until Amazon started blocking it . Meta

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  4. ChinaTalk

    AI 能否打破五角大楼的官僚体制?

    前美国国务院副首席数据官、现 Accenture Federal Services 首席 AI 官 Garrett Berntsen 在 ChinaTalk 播客中表示,AI 落地的最大障碍不是模型本身,而是围绕它重构机构、工作流程、激励与决策体系,仅提供 API 访问远远不够。他以 1962 年 U-2 侦察机发现古巴导弹基地为例,指出当年真正起作用的还包括采购改革、政企协作以及新建的 NPIC 图像判读体系。他认为政府需要自造"强制函数",通过预算削减等方式推动官僚体系加速,并把工具交给军人自行试验。

    about decommissioning it and then decide not to. So the technology is of course incredibly important, as was the innovation required to put it all together. The reason I like this metaphor, and why I think it’s relevant to AI today, is that it wasn’t just the technology, not just the plane. The way they bought it mattered. The innovations around acquisition reform mattered. The way industry and government worked together mattered. And then the way the information coming out of the plane was actu

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  5. AWS Machine Learning

    Tata Elxsi 如何在 AWS 上秒级检测工业安全风险

    Tata Elxsi 在 AWS 上构建了实时工业安全平台 IRIS,在边缘用 AWS IoT Greengrass 和 GPU 服务器抽帧并做首轮过滤,只把安全相关帧和结构化元数据上传云端,使上传帧量减少约 70–80%。平台以 Amazon Kinesis Data Streams 为事件骨干,单部署持续吞吐 2,000–5,000 事件/秒、突发约 15,000 事件/秒,p95 事件摄取延迟低于 200 毫秒,模型推理运行在 Amazon SageMaker AI 的 ml.g5.xlarge 实例上。

    ision, analyze for context, alert the right people, store for compliance, and learn from production data. Video is analyzed at the edge, only safety-relevant frames and structured metadata move to the cloud, and a correlation layer turns raw detections into high-confidence safety events. The following diagram shows how the components fit together. Figure 1: End-to-end IRIS architecture on AWS, from edge camera processing through streaming, inference, correlation, alerting, and storage The workfl

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  6. AWS Machine Learning

    Agentforce 与 AWS 集成:用 Amazon Bedrock Data Automation 和 MCP 处理公共部门非结构化数据

    AWS 展示了如何将 Amazon Bedrock Data Automation 与 Model Context Protocol(MCP)结合,把执法记录仪视频、监控录像和扫描文档等非结构化证据转为结构化洞察,并通过 Salesforce Agentforce 以自然语言查询调用。文件进入 Amazon S3 后由 S3 事件通知触发 Lambda,启动 Bedrock Data Automation 任务,结果经 EventBridge 和第二个 Lambda 存入输出桶;Agentforce 侧通过 Amazon Bedrock AgentCore Gateway 经 MCP 调用 AWS Lambda 上的 MCP 服务器,查询 DynamoDB 并返回 S3 结果。该方案为示例代码,非生产就绪。

    tes, when a file or document lands in Amazon S3, an S3 event notification invokes an AWS Lambda function. The Lambda function generates a document ID, stores it alongside document metadata in Amazon DynamoDB, and starts an Amazon Bedrock Data Automation job to process the file. Amazon Bedrock Data Automation extracts structured insights based on the media type. When the job completes, an Amazon EventBridge rule triggers a second Lambda function that saves the results to a dedicated output bucket

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  7. Latent Space

    小米发布 MiMo-V2.6-Pro 与 Flash 开源全模态模型,训练成本约 300 万美元

    小米发布 MiMo-V2.6 系列开源全模态模型,其中 MiMo-V2.6-Pro 为 1.02T 总参数、42B 激活参数,采用 MIT 许可,Artificial Analysis 称其以 46 分登顶开源权重模型智能指数。技术报告显示其 RL 训练在 130 小时、75B token 上花费约 260 万美元,并计划开源环境代码与训练配方,但 7k+ 任务数据集尚未发布。

    : Patrick Wardle reported a serious local-hijack flaw in Muse , arguing broad OS access makes such assistants a high-value attack surface. In contrast, DeepLearningAI highlighted Meta’s design philosophy for Muse-like agents: assume prompt injection will happen, keep real credentials away from the model, isolate tools in containers, and use an independent outbound-call gatekeeper. Commercial agents are also being pushed deeper into workflows : Cognition introduced Devin Cloud in Terminal and de

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  8. Hugging Face

    UK AISI 与 EvalEval 如何让基准测试结果可复现

    UK AISI 与 EvalEval 合作,通过 Every Eval Ever 报告模式和 Evaluation Cards 平台公开可复现的评测结果。此次发布包含 Claude Opus 4、Claude Opus 4.5、Claude Opus 4.6、GPT-5、GPT-5.2、GPT-5.4 六个前沿模型在五个基准上的验证结果与配置信息,并附有论文《How Inference Compute Shapes Frontier LLM Evaluation》。

    elping researchers understand how setup choices may influence reported performance. As more evaluators adopt EEE, open comparisons like these can support broader and more reliable meta-research. AISI's Terminal-Bench 2.0 results alongside other reported evaluations for the same models, under different evaluation setups. We are excited about this adoption and look forward to further standardising and sharing evaluations with AISI and other AI evaluation organisations. Contribute to the shared mis

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  9. Hugging Face

    Transformers 现已支持运行 llama.cpp 的 GGUF 量化模型

    Hugging Face 宣布 transformers 现已支持直接加载 llama.cpp 的 GGUF 量化权重,只需在 from_pretrained 中传入 gguf_file 即可,无需额外配置。在 MacBook Pro M2 Max 上对三个 GGUF checkpoint 的测试显示,transformers 的生成速度接近 llama.cpp,但前者包含 prefill 而 llama-bench 只统计解码吞吐。当前打包推理路径仅支持 MPS,覆盖 Qwen3.5 稠密与 MoE 架构,填充批处理性能仍有待改进。

    What is the GGUF file format? GGUF packages model weights and metadata, including tokenizer information and an optional chat template, in one file. It supports different quantization levels, letting you trade some precision for a smaller memory footprint. Variants such as Q4 K M mix tensor precisions, using mostly 4-bit weights while keeping sensitive tensors at higher precision. Here's how quantization changes the file size of Unsloth's Qwen3.5-4B : We suggest starting with Q4 K M , then trying

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  10. LG AI Research 官方博客

    LG AI Research 发布 MCFlow:单模型统一无机材料晶体生成任务

    LG AI Research 提出 Multimodal Crystal Flow(MCFlow),将原子种类与晶体结构视为两种独立模态,用单一流模型同时完成成分到结构预测、从零生成成分与结构、以及为给定结构生成合适原子种类三类任务。该研究已被 ICML 2026 接收,旨在解决现有 CDVAE、DiffCSP、MatterGen、FlowMM、CrystalFlow 等模型各自只做单一生成任务、切换目标需重新训练或组合多模型的问题。

    turability have already been verified is retained, and performance is improved by substituting or doping certain elements. Typical examples include replacing a specific transition metal in a battery cathode material with another element or altering the element located at the active site of a catalyst. However, existing crystal generation models have not sufficiently addressed the key challenge of generating new atomic species suitable for a given structure. LG AI Research recognized this gap bet

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