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AI情报
2026-09-26
Thieves Stole ‘NVIDIA’ Trailers. They Got 20 Tons of Sand
They wanted the silicon. They got the sand.
私人新闻 · 情报信号聚合
They wanted the silicon. They got the sand.
Brent Simmons: To recap: the reasons for using stock Mac UI are 1) user familiarity, which we’ve known for a while just isn’t a thing, and 2) hoping to be able to expend less developer effort, which we’ve seen can work against you. But there’s another reason: the stock Mac UI is designed by Apple, the best designers in the world, and do you really think you can do better? Really? The app world is full of people who think they’re better and they’re really, really, really not. Well, I still think
美国CFTC公布周度持仓报告。 重要性: ★ 今值: - 预期: - 前值: -
Anthropic has committed $11.6 billion over seven years to Akamai's cloud infrastructure, a bet on CPUs that could grow to about $20 billion, and in an unusual arrangement, Akamai is giving Anthropic a potential stake of up to 5% of its stock that grows as Anthropic spends more.
With Codex, GPT-Live-1, and GPT-6 Astra, Proaction builds, operates, and sells modern fleet management faster.
The funding, which comes from Third Point, Nvidia, and others, will fuel the company's massive AI data center buildout.
OpenAI and Anthropic dropped new models this week, but somehow Meta stole the spotlight. Equity breaks down the surprising early traction for Meta’s Muse, plus a16z’s new founder school, Oura’s IPO, and Ema’s $77 million raise.
It’s Friday, and Muse is still the #1 app in the iOS App Store — that’s a full week in the top spot. Who knows if it’s a flash in the pan or not. (Remember Clubhouse ? Sora ?) But at the moment it’s clearly a hit. It certainly helps that Meta itself is promoting Muse heavily on their own channels like Instagram and Facebook. But the Muse iOS app is sandboxed — because it has to be. So that’s the only version I’m personally tinkering with. But the Mac app is the more powerful one, because, well,
美国欧洲央行副行长武伊契奇发表讲话。 重要性: ★ 今值: - 预期: - 前值: -
美国FOMC票委、克利夫兰联储主席哈玛克发表讲话 重要性: ★★★ 今值: - 预期: - 前值: -
Here’s an interesting concept: an AI company that fires people for using AI. It sounds like a strange way to run a company but there’s a real reason behind it.
Mark Gurman, reporting for Bloomberg Wednesday, after Meta’s 2026 Connect keynote (gift link): Meta Platforms Inc. unveiled a palm-sized, dedicated gadget for using Muse, the company’s popular new artificial intelligence assistant, pushing deeper into the AI devices market with a surprise announcement. The product, unveiled on stage by Meta Chief Executive Officer Mark Zuckerberg, was born out of the company’s new design lab led by former Apple Inc. interface design chief Alan Dye and its Superi
For months, Jason Kelly, co-founder and CEO of Ginkgo Bioworks, has been planning what was billed as a fun, attention-grabbing science competition.
The AI lab had argued multiple violations of its rights, but a divided panel of judges sided with the Trump administration.
Jason Aten, in a good follow-up to his previous column at Inc. ( the one where he described how Muse, running on his Mac, read his Messages database) The entire reason Muse is interesting is that it isn’t just a chatbot, but can actually do things for you. But that promise also comes with a pretty high bar of responsibility. If your goal is to put a powerful AI agent on millions of devices, you have to be incredibly clear about what’s happening, and what people are agreeing to. If your primary a
A federal court ruled in favor of the Department of Defense in a lawsuit over the Department’s decision to label Anthropic a supply-chain risk earlier this year. In a split 2-1 decision, Judge Gregory Katsas of the Washington D.C. Circuit Court, an appointee of President Trump, wrote for the...
It’s turned into a model drop week as Anthropic rolled out Opus 5.5, followed by OpenAI’s GPT-6 model updates just 90 minutes later.
1,000+ facilities across 60+ operators mapped, built retail-first and flipped by AI, largest hyperscaler leases 1/5 national capacity, 100MW in 12 months, Eastern Data Western Compute
The latest unauthorized agent swarms were discovered by researchers.
Anthropic is asking its shareholders to approve a structure that would give its seven co-founders a combined 50.1% of the vote on most corporate matters.
In July, OpenAI revealed that its AI agents had attacked Hugging Face without permission, sparking widespread concerns about AI safety.
Eli Tan, writing for The New York Times, “I Gave My Life Over to Meta’s A.I. Agent and Was Blown Away” (gift link): For one final task, I asked Wren for a good way to spend that $44.99 it had saved me. At this point, it knew my life pretty well. I thought it might suggest something altruistic, like donating the money to charity or buying flowers for my girlfriend, who was recovering from surgery. Instead, it suggested something even better — buying bowls from Heath Ceramics , a local ceramics ma
非洲象会利用数十种药用植物治疗自身和家族成员的疾病。科学家和 Mount Elgon 基金会合作展开了这项研究，他们采访了在肯尼亚 Mount Elgon 地区与大象共同生活和工作的居民、野生动物巡护员和社区长者。根据采访者的描述，大象在身体不适时会选择特定的植物，而母象还会给幼象喂食药用植物。研究人员得出结论，大象会使用 35 种不同的植物，其中 25 种在当地已知具有药用价值。一位野生动物巡护员看到母象使用名为 Angurweet 的植物给幼象治病。Angurweet 可用于治疗包括胃痛在内的多种疾病。巡护员看到母象将植物嚼烂，与乳汁混合，喂给幼象，幼象咀嚼后吐出固体部分。公元三世纪的罗马作家 Claudius Aelian 在其作品《De Natura Animalium (On the Nature of Animals)》中最早描述了大象用植物治疗自己的记录。 https://www.bbc.com/news/articles/cv1j4yr6j2p0o
The White House has asked OpenAI and Anthropic not to share their new artificial intelligence models with the U.K.
全球平均气温正走在比工业化前水平高出 1.5°C 的轨道上。很多人可能会觉得升温幅度不大，可以接受或忍受。但地球绝大部分表面是海洋，海洋的升温幅度要缓慢得多，而陆地则显著得多，居民体会到的升温幅度要高得多。德国研究人员在《Environmental Research Letters》期刊上发表研究报告，指出全球平均气温每上升 1°C 德国夏天气温上升 2.62°C，范围在1.62-3.62°C 之间。当地热浪频率的增加速度会远远超过全球平均水平。 https://iopscience.iop.org/article/10.1088/1748-9326/aea4c9
两年前 Zhu Zhili 选择了深圳作为其 AI 电影工作室的办公地点，今年他接到了来自中国各地政府和产业园官员的电话，内容基本相同，即希望将 AI 电影业务带到当地。中国各地正在推动 AI 视频的产业化，类似太阳能、电动汽车和机器人。AI 电影制作人表示，低廉的制作成本是吸引他们投身 AI 创作的主要原因。CCTV 报道 2026 年上半年，AI 短剧的制作成本从每分钟 5,000 元降至几百元。可能和太阳能等领域一样，AI 视频行业也正面临产能过剩。DataEye 的数据显示，今年上半年，抖音上推出了 221,900 部新 AI 视频，其中只有 1,055 部播放量逾 1 亿次。国家电影局已向 90 分钟科幻史诗片《三星堆未来启示录》颁发公映许可证，这是中国大型制片厂制作的首部获批在院线上映的 AI 电影，出品方博纳影业集团表示影片计划于今年上映。 https://www.reuters.com/business/media-telecom/china-fuels-rush-turn-ai-video-into-an-industry-2026-09-25/
国际货币基金组织（IMF）近日发布年报表示，人工智能可能成为推动全球生产率和投资增长的重要力量，但同时可能加剧劳动力市场压力并带来金融风险。IMF称，2025年AI相关投资预计为美国GDP增长贡献约0.5个百分点，2026年全球私营部门AI投资规模可能超过2万亿美元。IMF指出，AI技能劳动者收入正在提高，但部分中等技能岗位面临自动化替代风险。与此同时，高额AI投资若回报不及预期，可能引发股市估值调整、财富损失和裁员。此外，AI产业链中企业之间的交叉投资和融资关系可能放大风险传导。（界面）
36氪获悉，据交通运输部消息，9月24日（中秋假期前1日，下同），全社会跨区域人员流动量22850.9万人次，环比增长37.2%，比2024年同期增长17.1%（以下同比均为与2024年同期比较）。其中：铁路客运量1713.9万人次，环比增长49.4%，同比增长30.7%。公路人员流动量（包括高速公路及普通国省道非营业性小客车人员出行量、公路营业性客运量）20840万人次，环比增长36.9%，同比增长16.2%。其中，公路营业性客运量3701万人次，环比增长21.5%，同比增长5%；高速公路及普通国省道非营业性小客车人员出行量17139万人次，环比增长40.7%，同比增长18.9%。水路客运量65万人次，环比增长5.5%，同比增长18.3%。民航客运量232万人次，环比增长5.2%，同比增长8.3%。
随着日本大型银行和人寿保险公司增加对这一快速扩张领域的风险敞口，日本金融厅（FSA）正加强对相关AI数据中心融资的审查力度。据一位要求匿名的金融厅高级官员透露，监管机构将重点审查贷款机构的风险管理框架等关键环节。该官员表示，目前主要关注的是位于美国的数据中心项目。（新浪财经）
美国FOMC永久票委、纽约联储主席威廉姆斯发表讲话 重要性: ★★ 今值: - 预期: - 前值: -
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