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星期一

  1. Recode China AI

    习近平首次出席 WAIC、Kimi K3 冲击市场与 $8.5B 存储芯片 IPO

    Recode China AI 汇总了 7 月 11 日至 18 日追踪的 334 篇报道,重点涵盖习近平首次现场出席 WAIC、月之暗面发布 Kimi K3,以及多项融资与芯片动态。Kimi K3 被称为全球最大的开放权重模型,其发布伴随美国科技股因竞争担忧而下跌。周报还提到 DeepSeek 寻求新融资、Apple Intelligence 在中国接入千问与文心一言,以及智能体和具身智能合作持续增加。

    Tony Peng's avatar

    K3, which it's calling the world's largest open-weight model, and framed it as closing the gap with—and in some benchmarks rivaling—OpenAI and Anthropic. The release landed hard: Nvidia and other US Big Tech names sold off on renewed competitive fears, and the shockwaves compounded a brutal week for chip stocks. (Bloomberg/CNBC) CXMT prices Asia’s biggest listing of the year. Beyond Kimi K3 (above), the agent race kept accelerating this week. Alibaba and Honor announced a partnership to build a

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  2. Together AI Blog

    Together AI 与 Y Combinator 合作推出首个 YC 专属 GPU 集群

    Together AI 与 Y Combinator 宣布合作推出首个 YC 专属 GPU 集群,让 YC 投资组合中的 AI 初创公司更便捷地获取推理与训练算力。初创公司可通过 Together 自助门户自行预留、配置和管理 GPU,几分钟内即可就绪,并享受长期费率而非长期承诺。该集群目前已满负荷运行,双方计划继续扩容。

    produced keeps climbing, and so does the cost of compute behind it. Together's research, including work on attention mechanisms and the Mamba architecture now used in models like NVIDIA’s Nemotron, is aimed squarely at that problem: faster inference and better unit economics for every workload on the cluster, from early-stage teams to companies already operating at scale. YC has long been one of the largest seed funders of research-driven companies, and securing compute has become essential to

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星期六

  1. Ahead of AI

    如何控制大语言模型的推理力度

    文章解释了大语言模型如何通过不同推理力度,在回答质量、token 消耗、成本和延迟之间进行权衡。其实现通常结合混合 SFT 数据、按模式调整的 RL 奖励、长度惩罚、独立专家模型或硬性 token 预算;DeepSeek V4、Nemotron 3 Ultra、Kimi K3、GLM-5、Qwen3 和 Inkling 采用了不同组合。模型规模与推理力度是两套独立控制方式,较小模型提高推理力度有时可达到与较大模型降低推理力度相近的基准成绩。

    ree settings called reasoning-off, regular, and medium-effort, analogous to DeepSeek V4 in the previous section. Medium-effort is the cheaper reasoning mode compared with regular. NVIDIA introduces this mode during SFT using examples generated by GPT-OSS-120B in its medium-effort mode, and then further optimizes it during RLVR. About 2.5% of the RLVR prompts use medium-effort (this corresponds to length-based adjustments applied to their rewards). 6.2.1 Using Nemotron reasoning budgets during in

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星期五

  1. Preferred Networks:AI 研究与产品

    在 PLaMo 上构建强大的日语奖励模型

    Preferred Networks 在 PLaMo-3 架构上仅用英文偏好数据训练出日语奖励模型,31B 版本达到 72B 参考模型的日语准确率,且规模不到其一半,并在所有测试的开源奖励模型中领先。团队将 RewardBench-2 整体翻译为日语以评估,发现逐字段翻译会削弱偏好信号,整条一次性翻译平均高出约 3 分,并构建了 Gemma 4 31B、Qwen3-235B 和 plamo-translate 三个日语版本。

    e turned into a reward model that judges Japanese as well as one trained on native Japanese data? For training data the commercial-use constraint did most of the choosing. We used NVIDIA’s Nemotron-Cascade RLHF preference data [15], which is released under CC BY 4.0 for commercial use and bundles a curated subset of well-known English preference sets (HelpSteer2 [4], HelpSteer3 [5], WildGuard [6], and others). For evaluation we used the usual reward benchmarks (RewardBench [1], M-RewardBench [3]

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  2. The Next Platform

    AI 芯片约占台积电营收三分之一

    The Next Platform 依据台积电 2026 年第二季度财报估算,AI 训练与推理芯片当季贡献约 133.1 亿美元营收,同比增长 68.3%,约占台积电总营收的三分之一、HPC 业务营收的一半。台积电当季营收创下 402 亿美元纪录,同比增长 33.7%,净利润 223.7 亿美元,同比增长 74.7%;公司同时宣布向亚利桑那州追加 1000 亿美元投资,使美国业务总投资达到 2650 亿美元。

    2 nanometer chips are more expensive than 3 nanometer chips, and certainly are riskier to make. But someone has to drive the ramp to better yields and AMD is doing it now just as Nvidia did it with 4 nanometer TSMC processes a few years back. Wei reminded everyone that it takes five to seven years to build these fabs, by the way. So it does not happen overnight. Which is why the annual capex for TSMC is smaller than the commitments to spend. To give you some perspective, TSMC spent $29.8 billio

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  3. The Register

    欧盟要求 Google 向竞品开放 Android AI 与搜索数据

    欧盟委员会宣布两项规格决定,要求 Google 允许第三方 AI 助手在 Android 上被语音激活并代用户操作应用,同时向其他搜索引擎和 AI 聊天机器人共享经匿名化处理的搜索数据。Google 全球事务总裁 Kent Walker 称这些决定会削弱隐私与安全护栏,并指出搜索数据仅做假名化而非完全匿名。搜索数据共享要求自 2027 年 1 月起生效,AI 互操作部分自 2027 年 7 月起生效。

    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 Register

    Forrester 警告:AI 厂商把基础设施成本转嫁给客户,明年软件预算将上涨

    Forrester 基于对 2600 多名企业和技术决策者的调研警告,软件与 AI 厂商正通过涨价或增加按用量收费,把 AI 成本转嫁给客户,明年软件预算预计上涨。报告指出,过去六个月 Anthropic、OpenAI 和 GitHub 已将部分服务从固定订阅转向按用量计费,Microsoft 也因推出捆绑 M365 Copilot、Agent 365 和安全工具的 E7 高级许可被列入名单。80% 的决策者预计数据和软件预算将上升,Forrester 建议企业调整 FinOps 实践,投入模型路由、语义缓存和用量护栏等运行时成本控制手段。

    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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星期三

  1. Hugging Face精选

    Thinking Machines 推出原生多模态开放模型 Inkling

    Thinking Machines 推出 Inkling,一款原生接收文本、图像和音频的开放权重 MoE 模型,拥有 975B 总参数、41B 激活参数和 1M 上下文窗口。其 bf16 与 NVFP4 检查点分别需要 2 TB 和 600 GB VRAM,并已获 Transformers、SGLang、vLLM 和 llama.cpp 支持。

    -to-any pipeline. You can use either the 16 bit "thinkingmachines/Inkling" on Hopper or later GPUs, or the quantized NVFP4 checkpoint "thinkingmachines/Inkling-NVFP4" on Blackwell Nvidia GPUs. Make sure to have the latest version of transformers (5.14.0 was released today) ( pip install -U transformers ). After initializing the pipeline, you can pass in the prompt as follows. Going one level lower, you can use Auto classes. For inference, you can use the AutoModelForMultimodalLM class for models

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星期二

  1. The Next Platform

    HPE 与 Dell 在量子-经典 HPC 数据中心的布局

    HPE 在 Discover 2026 上宣布与 Intel、IQM、Quantinuum、QuEra、Rigetti 等合作,把多模态量子系统与其 Cray 超级计算机家族集成,并打造混合算法、软件互操作与 HPC-量子工作流基准测试平台。IQM 已售出 23 套系统,其 20-qubit Radiance 系统在橡树岭国家实验室投入运行,Halocene H4 将于明年部署于 LUMI AI Factory。Dell 过去 10 年已与 20 多家量子公司合作。

    ting its work in creating the vendor-neutral networking layer for quantum computing, from developing the architecture to its Universal Quantum Switch prototype, unveiled in April. Nvidia clearly sees a quantum future where QPUs share the stage with GPUs and CPUs, along with the quantum-focused product lineup it’s putting together. “We don’t build quantum computers, and yet we are deeply integrated into the quantum computing industry and we create libraries,” Nvidia co-founder and chief executive

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星期一

  1. The Register

    AI 成本账单冲击高管:KPMG 调查显示 29% 高管难以理解企业 AI 运营成本

    KPMG 对 20 多个国家 2000 多名高管的调查显示,29% 的高管难以理解企业 AI 部署规模扩大后的运营成本,近半数计划在成本超过预期价值时放缓 AI 部署。Anthropic、OpenAI 和 GitHub 已从订阅制转向按 token 计费的用量计费模式,Gartner 研究预计到 2028 年编码智能体每名开发者的成本将超过开发者平均薪资。

    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. LMSYS Blog

    SGLang 优化 GLM-5.2 NVFP4 智能体负载:两周内达到 500 TPS

    SGLang 团队为 GLM-5.2 NVFP4 智能体负载引入多项优化,在 8xB300(bs=1)上实现超过 500 TPS。默认开启的 Spec V2 重叠运行时消除 GPU 气泡,带来 11% 端到端 TPS 提升;IndexShare MTP 复用 DSA indexer top-k,长上下文下草稿步成本降低约 1.9 倍。TopK-V2 内核将 80K ISL 平均延迟从 40.7 µs 降至 17.5 µs(2.33 倍),1M ISL 下提速 10.17 倍。

    GLM-5.2 NVFP4 day-0 versus v0.5.15.post1 interactivity on B300

    nowledgements We would like to express our gratitude to the following organizations and individuals, for their contribution to the support and optimization of GLM 5.2 NVFP4 model. Nvidia: Julien Lin, Zhiyu Cheng, Po-Han Huang, Ryan Stewart, Triston Cao and many others – For helping with Day-0 support of GLM5.2 NVFP4 GLM Team: Yuxuan Zhang – For implementing and verifying IndexShare in SGLang Appendix Reproduction For reproducing the performance results, please refer to custom scripts under this

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星期五

  1. Hugging Face

    PyTorch 性能分析(第三部分):剖析注意力后端

    本文通过 PyTorch Profiler 对比朴素注意力与 SDPA 的 math、efficient、flash 和 cuDNN 后端,揭示不同实现的执行开销。原地 masked_fill_ 可在无梯度前向中消除一次 Memcpy;math 后端因 FP32 转换、重复构造掩码等操作启动 20 个 GPU kernel,慢 3.7 倍,而其余后端将计算融合为单个 kernel。测试形状下 FlashAttention-2 最快,其低占用率源于大量使用片上资源,并不代表优化不佳。

    en in Figure 14). Let's decode the name of the kernel: fmha (fused multi-head attention): All the primitive ops in attention is "fused" in one op now. cutlassF : built on CUTLASS (NVIDIA's open-source templates for tensor-core GEMMs), F for forward. bf16 aligned : runs in bfloat16 (no FP32 upcast, unlike math). 64x64 : the tile size. rf (register file): the working set is kept in registers, the fastest memory on the chip. sm80 : compiled for Ampere (the A100's compute capability 8.0). This is th

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  2. The Register

    Autopilot-Jobhunt:用 AI 自动搜职位、生成简历和求职信

    开发者 Tarun Gupta 推出 Python 项目 Autopilot-Jobhunt,可自动扫描网络职位、按简历打分排序,并通过 Telegram 推送匹配结果。用户可让它生成定制简历和求职信,但需自行审核发送,工具不会自动投递。它默认免费,用 TinyFish 爬取职位、OpenRouter 调用 Llama、Nemotron、Gemma 4、Qwen3 等免费模型,也可改用 Claude Code 和 Anthropic API。

    to crawl for jobs, while OpenRouter provides the API for one of several default free AI models that A-J will run through, starting with Llama and falling back to free versions of Nvidia’s Nemotron, Google’s Gemma 4, and Alibaba’s Qwen3 when all else fails, or quotas run out. Claude Code and the Anthropic API can be used in place of OpenRouter if you’ve got tokens to spare. For those concerned about A-J broadcasting personal details to the web, Gupta writes that it’s designed to be private, prov

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星期四

  1. Cognition 模型 / Devin 博客精选

    Cognition 发布 SWE-1.7 模型

    Cognition 发布 SWE-1.7,称其在更低成本下达到前沿级智能,并已在 Devin(Web、Desktop、CLI)中通过 Cerebras 以 1000 TPS 提供。该模型基于 Kimi K2.7 训练,Cognition 表示其额外训练收益挑战了后训练天花板的说法。文章还介绍了熵保持与训练稳定、跨三大洲多集群训练、数据质量筛选以及自压缩等训练方法。

    n the inference side are cheap by construction. Engines are self-contained and hold no state beyond the current weights, so a dead engine costs only its in-flight sessions. We use NVIDIA Dynamo to manage the engine lifecycles and route inference: each agent sandbox has its own proxy that records tokens in and out, so if a replica goes down, we don’t lose the full trajectory, and Dynamo reroutes it to a different worker. When Dynamo reschedules the replica on healthy nodes, our weight controller

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星期三

  1. The Register

    Academic Humanizer:让 AI 写的论文更像人写的 Claude 技能

    MorphMind 推出 Academic Humanizer,一个基于 Claude 技能的工具,可去除论文和基金申请中的 AI 写作痕迹,还能参照用户过往作品模仿其文风。联合创始人、明尼苏达大学副教授 Jie Ding 称其仅用于改写 AI 辅助草稿、提升表达清晰度,不生成新内容,也不免除用户披露 AI 使用的义务。

    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 Register

    Atrophy CLI 工具发布:用 Elo 式评分对抗 vibe coding 技能退化

    开发者 Ashutosh Rath 推出命令行工具 Atrophy,用 Elo 式评分追踪开发者在语法回忆、调试、代码阅读、API 记忆和设计拆解五个技能领域的水平,每项独立评分、初始 1200 分。用户先做约 25 分钟的基线测试,之后每周 2-3 次、每次 5-10 分钟练习,工具会自动挑选最久未练的技能。练习覆盖 Python 和 JavaScript,分三个难度等级。

    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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星期二

  1. Hugging Face精选

    LeRobot v0.6.0:想象、评估、改进

    Hugging Face 发布 LeRobot v0.6.0,引入三种世界模型策略、多款新 VLA、统一奖励模型 API,以及由 lerobot-eval 支持的六个新仿真基准。新版还增加支持 DAgger 人工纠正的 lerobot-rollout、FSDP 与 HF Jobs 云训练,并为数据集加入深度数据、自动语言标注、自定义视频编码及最高约 2 倍的加载提速。

    Inference runs on a single 24–32 GB GPU. Check out the documentation and the paper for the technical details. FastWAM VLAs: the model zoo keeps growing GR00T N1.7 We upgraded our NVIDIA GR00T integration to GR00T N1.7, the newest open generation of NVIDIA's cross-embodiment foundation model. N1.7 swaps the previous VLM for Cosmos-Reason2-2B (built on Qwen3-VL) feeding a flow-matching action head, and our integration is parity-tested against NVIDIA's original Isaac-GR00T implementation: same inp

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星期四

  1. The Next Platform

    Meta 也要做云:从 AWS 历史看 Meta Compute 的算力生意

    The Next Platform 分析认为,Meta Platforms 正筹备更正式地对外出售云服务,直接对标 AWS、Microsoft Azure 和 Google Cloud,该计划被称为 Meta Compute。文章援引 Bloomberg 报道称,Meta 可能提供运行其较新 Muse Spark 模型的 API,以及虚拟机和容器等基础 IaaS,由全球基础设施负责人 Santosh Janardhan 等人牵头。文章还提到 Meta 去年 8 月与 Google Cloud 签下 100 亿美元算力租约、并向 CoreWeave 采购 210 亿美元容量,认为其庞大 AI 基础设施投资需要靠云服务变现。

    beer, too. It is not clear what models Meta Platforms might load on its infrastructure, but clearly it will do whatever key customers want. If it does have excess capacity on its Nvidia and AMD GPU clusters, it can pretty much run any model its customers want it to run. That will not necessarily be the case on its homegrown MTIA accelerators, which have a fairly aggressive roadmap between now and the end of next year. The Bloomberg report also says that Meta Platforms is considering offering mo

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  2. The Register

    Godot 重写贡献政策,禁止 AI 生成代码提交

    开源游戏引擎 Godot 团队宣布正在重写贡献政策,禁止几乎所有的 AI 贡献,理由是大量疑似 AI 生成的 pull request 涌入,且重度 AI 用户无法理解自己的代码、难以回应审查反馈。新贡献者(合并 PR 不超过 3 个)提交新功能或重大重构需先获得维护者明确许可,贡献讨论须保持人类对人类的沟通,AI 辅助仅限代码补全、正则、查找替换等琐碎用途且须在 PR 中披露。自主智能体提交或 vibe coding 内容仍会被 GitHub 仓库自动封禁,政策尚未正式修订,发布时间未定。

    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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星期三

  1. The Next Platform

    三位 HPC 专家发问:我们还需要 GPU 吗?

    Jack Dongarra、Torsten Hoefler 和 Satoshi Matsuoka 三位 HPC 专家在即将发表于 arXiv 和 ACM 的论文《Do We Still Need GPUs? Rethinking AI and Scientific Computing on Matrix-Enhanced CPUs》中,重新审视 CPU 是否已能取代 GPU。论文由全球最快 AI/HPC 超算、全 CPU 架构的 LineShine 引发,该机基于中国自研 LX2 Arm 服务器 CPU。作者指出 Arm SVE/SME、Intel AMX 等矩阵单元正让 CPU 逐步具备 GPU 式算力。

    hpc Yes, that simple question is, in the modern Nvidia world that has come to dominate AI training and to a certain extent HPC simulation and modeling, heretical. But given that CPUs are in many cases starting to look more like GPUs, with their hybrid vector and matrix math engines, mixed precision support, in some cases HBM stacked and high bandwidth memory as well as fatter DRAM main memory, and integrated interconnects, it is also a logical question. And so when Jack Dongarra, of the Universi

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