36氪
创投
2026-10-02
马斯克：将特斯拉AI5芯片的RAM减少了一半
马斯克表示，将特斯拉AI5芯片的RAM减少了一半，目前为72GB LP5；并将AI6芯片的RAM减少了三分之一，目前为144GB LP6。并表示，谨慎乐观地认为，特斯拉将能够以接近250千瓦的平均功率运行SpaceX版本的VR72，这意味着峰值功率将高出约10%。（财联社）
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私人新闻 · 情报信号聚合
马斯克表示，将特斯拉AI5芯片的RAM减少了一半，目前为72GB LP5；并将AI6芯片的RAM减少了三分之一，目前为144GB LP6。并表示，谨慎乐观地认为，特斯拉将能够以接近250千瓦的平均功率运行SpaceX版本的VR72，这意味着峰值功率将高出约10%。（财联社）
交易条款显示，数据中心运营商Firmus Grid计划于本月在澳大利亚进行首次公开发行（IPO），目标估值437亿澳元（折合303亿美元）。条款文件显示，该公司IPO发行价定为每股11澳元，拟至少募资50亿美元。簿记建档将于10月6日启动，10月9日结束，加速发行情况除外。公司在8月获得简街资本、黑石集团、英伟达等投资者合计20亿美元的投资承诺，并在4月完成由Coatue管理公司领投的5.05亿美元融资。（新浪财经）
美国财政部在10月1日进行了价值60亿美元的10至20年期美国国债流动性回购操作。10至20年期买回操作共收到463.9亿美元投标。（财联社）
美联储理事鲍曼表示，今年没有必要再进行利率调整。（财联社）
36氪获悉，恒指开盘跌2.09%，恒生科技指数跌1.81%；小米集团、腾讯控股、阿里巴巴跌超2%。
当地时间10月1日，微软宣布推出MAI-Transcribe-2-Streaming，并同时发布两款全新语音模型：MAI-Voice-2.1和MAI-Voice-2.1-Flash。其中，MAI-Transcribe-2-Streaming在年底前以每音频小时0.54美元的首发优惠价提供；MAI-Voice-2.1定价为每 100 万字符22美元，MAI-Voice-2.1-Flash定价为每100 万字符15美元。（界面）
当地时间10月1日，据报道，知情人士透露，Anthropic正寻求最快于11月中旬上市，此前该公司曾推迟IPO计划。Anthropic最早可能在11月9日当周正式启动IPO推介，从而有望在11月26日感恩节前开始交易，目前仍预计最迟于今年年底完成上市，但具体时间仍可能调整。（界面）
36氪获悉，问界汽车宣布，9月30日，鸿蒙智行问界业务升级战略合作签约仪式在深圳举行。华为常务董事、产品投资评审委员会主任、终端BG董事长余承东，赛力斯集团董事长（创始人）张兴海等出席签约仪式。华为与赛力斯表示，面向新五年，双方将持续锚定问界高端智能汽车品牌核心定位，联合组建问界业务专属团队，进一步升级问界业务。
36氪获悉，10月1日收盘，美股三大指数集体上涨，纳指涨0.04%，道指涨0.04%，标普500指数涨0.19%；大型科技股多数下跌，奈飞跌超2%，谷歌跌超1%，苹果、亚马逊、特斯拉、英特尔、微软小幅下跌；SK海力士涨超5%，闪迪涨超2%，英伟达涨超1%。热门中概股普跌，老虎证券跌超6%，理想汽车、腾讯音乐跌超2%，拼多多、名创优品、微博，百度、小鹏集团跌超1%。
In the 6th inning last night the Yankees were only ahead 2-0, and Red Sox first baseman Willson Contreras hit a home run, closing it to 2-1. Contreras decided to walk around the bases . The baseball gods do not look kindly upon that sort of jackassery. In the next inning, Contreras wasn’t paying attention and his laziness allowed a Yankee to reach base after striking out on a wild pitch. That started the rally that resulted in the blowout final score. Link: nytimes.com/athletic/7648172/2026/09/3
Chatham Financial uses Codex and GPT-5.6 to build technology and redesign workflows, cutting trade validation from 30 minutes to under 4.
韩国9月CPI月环比 重要性: ★★ 今值: - 预期: 0.4% 前值: 0.2%
韩国9月CPI同比 重要性: ★★★ 今值: - 预期: 2.9% 前值: 3.1%
韩国9月CPI Ex Food and Energy YoY 重要性: ★ 今值: - 预期: 2.8% 前值: 3.4%
美国2026年FOMC票委、达拉斯联储主席洛根发表讲话。 重要性: ★★ 今值: - 预期: - 前值: -
While interviewing Google’s Koray Kavukcuoglu last week, I had a flash of deja vu. In his first sit-down since taking over as CEO of Google DeepMind, Kavukcuoglu offered some of his most detailed comments yet on where the company's robotics ambitions are headed and how they differ from the rest of the industry.
President Trump reportedly asked for Grok's opinion before invading Venezuela and capturing Nicolás Maduro.
Nvidia’s AI chips keep making their way to China despite US curbs. Officials are asking why the company missed red flags.
A Chinese financing company owned by several local government entities has funded the purchase of restricted Nvidia Corp. chips, according to documents filed with Beijing regulators, suggesting state support for an illicit trade that Washington worries is fueling China’s AI progress.
Anthropic PBC is set to meet prospective investors on Oct. 14 in preparation for its initial public offering, according to people familiar with the matter, advancing its plan for a potential blockbuster listing even amid scrutiny over AI safety.
Guided Vision is launching in Gemini Live on compatible Android devices today to use AI to give real-time audio descriptions of anything you point your phone's camera at.
OpenAI said it fired three safety employees for mishandling corporate information, which a person familiar with the matter said included sensitive information with an outside organization that does AI evaluations. “We have parted ways with three individuals for violating our policies on...
美国FOMC永久票委、纽约联储主席威廉姆斯在该联储举办的一场央行研讨会上主持讨论，美联储理事丽莎·库克将出席同一场讨论。 重要性: ★★ 今值: - 预期: - 前值: -
OpenAI is rolling out new shopping features for ChatGPT that let users virtually try on clothing and accessories using their own photos and save products they like to a Favorites library.
Nvidia and SoftBank have each made the final $10 billion investment in each of their $30 billion pledges to OpenAI’s last funding round, according to a person with knowledge of the investments and a statement from SoftBank. OpenAI in March said it had $122 billion in commitments in a round that...
OpenAI has parted ways with three safety researchers after an internal investigation found they mishandled sensitive company information, report says.
Anthropic PBC is seeking to go public as soon as the middle of November, according to people familiar with the matter, after the artificial intelligence model maker pushed back plans to list.
Advanced AI may matter most for the routine work behind breakthrough ideas. Explore why execution could shape the next economy and the pace of progress.
Australian neocloud Sharon AI has secured $356 million through its first loan backed by its graphics processing units, making it the latest cloud provider to finance their expansion by borrowing against chips and cash flows from customer contracts. The senior secured facility carries an interest...
Data center infrastructure provider Accelevation’s shares were trading down roughly 5% on Thursday morning, as the stock continued to sink following its initial public offering earlier this week. The company on Sept. 29 raised $540 million, moving ahead with the offering even as some...
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