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道指跌0.19%，标普500指数涨0.16%，纳指涨0.36%。存储概念股普涨，闪迪大涨约11%，大型科技股涨跌不一，英伟达涨1.30%，亚马逊涨1.02%，谷歌涨0.23%，苹果跌0.35%，特斯拉跌0.49%，微软跌0.89%，Meta Platforms跌2.48%。热门中概股涨跌不一，哔哩哔哩涨3.47%，阿里巴巴涨4.33%，百度跌0.11%，网易跌跌0.37%，腾讯音乐跌0.13%、爱奇艺跌8.18%，蔚来涨1.10%，理想汽车涨1.42%，小鹏集团涨0.19%。
英伟达参与投资的英国伦敦垂直整合式AI基础设施与GPU云计算企业Nscale申请美国IPO，寻求按代码“NSCL”在纽交所交易其股票。公司2025年营收3300万美元，之前一年1910万美元。2025年净亏损7.618亿美元，之前一年亏损0.782亿美元。2026年上半年营收1.406亿美元，上年同期0.104亿美元。上半年净亏损10.2亿美元，上年同期净亏损3.689亿美元。上半年调整后运营亏损率199%，上年同期185%。与Anthropic达成的那些协议带来最高大约446亿美元（支付资金）。
北京市经济和信息化局、北京市发展和改革委员会发布关于印发《北京市加快词元经济发展的行动方案（2026—2028年）》的通知。其中提到，推动关键核心技术攻关。加快基础模型技术迭代，提升模型智能上限水平。推动模型与芯片适配调优，支持推理专用芯片、模型轻量化、边缘端部署等技术攻关，高水平建设、调用智算资源，全面提升词元生产能力。
Google’s latest update to the Gemini app for macOS readies local iMessage integration. This follows the app coming to Windows last week. more…
Google acknowledged that its Gemini AI model unexpectedly breached the networks of three outside companies during safety evaluations conducted by third-party testing firm Irregular last May, The Wall Street Journal reported. During the exercise, Gemini gained entry to the companies’ systems by...
AI leaders have been promising that AI is the key to curing human disease. Anthropic researchers have also been warning that AI might kill us all.
Status: Investigating We’re investigating an issue causing higher-than-expected charges for OpenAI-hosted containers in the Agent API. We’re working on a fix and preparing refunds for affected customers. We’ll share further updates as we make progress.
Anthropic finance chief Krishna Rao and other executives met with groups of prospective public investors last month with his company’s numbers looking spiffier than ever.
Accenture is about to take on its most high-risk consulting engagement ever.
Miriam Pawel, in an op-ed in The New York Times arguing that University of California should not bring back the SAT requirement for admission: What has made the University of California exceptional is its commitment to increase access without sacrificing excellence. [...] Students on University of California campuses may struggle with basic math, but they are graduating at record rates. A success story would be increasing the number of people with solid math skills. Printing degrees for students
Recently unsealed court documents in the New York Times' case against OpenAI and Microsoft are pretty damning.
Will Oremus, writing for The Atlantic last week, “Okay, Sure, a Folding iPhone” (gift link): Apple’s next big invention, the company revealed at a launch event in Cupertino, is a $2,000 iPhone that sports — get ready — a “remarkable hinge.” Is it not possible for a hinge to be remarkable? This is the iPhone Duo, a foldable gadget that opens like a book to reveal a capacious 7.6-inch screen. Billed as the most versatile iPhone, it can be used in folded or unfolded form, and in split-screen or ful
Nvidia-backed startup Nscale disclosed Friday that revenue had surged 10 times in the first half of this year from the year-ago period, but losses mounted as the cloud startup spent billions on data centers and the AI chips they’ll house. The two-year-old UK startup, a spinout of an Australian...
In addition to the Duo-specific 27.1 SDK, which allows third-party developers to get start adapting apps to the Duo’s new screen sizes and layouts, Apple’s developer site also has Figma and Skitch design kits. Link: developer.apple.com/news/?id=nyuppv9r
Warren Buffett, in a letter to Berkshire shareholders: Recently, I celebrated my 96th birthday with family and friends, including one of my great-grandchildren, who had just turned one. He’s moving a bit faster than I am these days. [...] So the timing is right to complete the transition. I will become Chairman Emeritus and remain a Director. My son, Howard, will succeed me as Chairman. Howard has been a Berkshire Director for 33 years. That is a longer apprenticeship than I served before taking
Let’s check in on the president of the United States, having a normal one on his blog: I am proud to announce that, effective immediately, I am banning Fake News CNN, MSNOW (who recently changed their name from MSNBC due to lack of viewership and credibility!), and Politico (The recipients of an illegal and ridiculous $8 Million Dollar subscription, an All Time Record, directly from the United States Government, under Crooked Joe Biden, in order to keep them “alive.” Seems like corruption to me!
Virginia Gov. Abigail Spanberger ordered the state government to take steps that could empower local communities to have a larger say in data center development and slow down approvals in a state that is already home to the data center capital of the world.
Max Roberts, after looking at the list of MKBHD’s all-time most popular videos, and noting that his Duo first-look is #3, and a Duo follow-up is already at #36: Apple enters the category and in a week it blows past every other folding video. Now, this doesn’t translate to sales and folding phones taking over the entire smartphone market, but it does highlight a few things to me about tech and the viewers of Marques’ channel. Apple is the most popular brand Marques talks about. New products and f
Page Six Hollywood: Ternus attended an intimate Apple party the night before the Emmys, filled with stars and powerbrokers, where some talent brazenly hit him up for the phone. “The new phone is big news,” said one top Hollywood exec, who added that they heard of at least one star, “asking [Ternus] to get him on the list” for a phone. Joked the source about who gets the phones: “It’s like CEOs. That’s like the ‘Eddy Cue list of illuminati.’” (Cue is Apple’s senior vice president of services and
Watch as Equity digs into Dario Amodei’s plan to slow AI development, Automattic’s boardroom drama, May Mobility’s SPAC, and DoorDash’s $425 million deal with Wonder.
Equity digs into Dario Amodei’s plan to slow AI development and pushback from Nvidia's Jensen Huang, plus Automattic’s boardroom drama and more deals of the week.
Cleaning up my notes this morning, I realized I forgot to write about the new under-display Face ID sensor in the iPhones 18 Pro, and the corresponding change to the Dynamic Island. I just added it to my review. For those of you who’ve already read the review, here’s the new section in its entirety: A Smaller — or Is It Bigger? — Dynamic Island Apple moved the Face ID infrared camera under the display. It’s up in the top left, underneath the area where iOS displays the time in the status bar. Th
YouTube Help: Last year, we updated how we count public views for Shorts to better capture how viewers watch on YouTube. Now, we’re aligning all other video formats to this same standard for consistency across the platform. Beginning on 8/24/2026, a view will be counted the moment a video begins to play — from the very first frame. This standard will now apply globally across all formats. Historically, we’ve used multiple view counting systems across different formats. However, we’ve heard that
根据内部文件，微软应用科学总监 Brent Hecht 警告，抓取新闻内容训练 AI 是一次规模空前的盗窃，可能是人类历史上最大规模的劳动盗窃。他不认为抓取新闻内容训练 AI 是合理使用，认为这种做法完全是对合理使用理念的嘲弄。微软的另一份文件认为会形成“恶性循环”，会同时伤害模型和整个 Web。OpenAI 的产品如 ChatGPT 可能会危及新闻出版商的经济基础。OpenAI 和微软的数据都显示这一预测是正确的。微软的数据指出，部分新闻出版商网站的点击率下降了 83%-93%，其它新闻机构的点击率下降了 51%-94%。Hecht 承认，“几乎没有人希望自己创作的内容被以这种方式使用，也没有人因此获得报酬。”微软 CEO 纳德拉(Satya Nadella)在作证时表示，AI 公司不应该通过绕过付费墙违反新闻网站的使用条款。但 OpenAI 的内部信息显示，当一名员工通知总裁 Greg Brockman OpenAI 爬虫找到了绕过《纽约时报》付费墙的漏洞时，Brockman 表示好极了。 https://arstechnica.com/tech-policy/2026/09/microsoft-exec-called-ai-scraping-the-largest-theft-of-labor-in-human-history/
Earn college or continuing education credits by taking the Google AI Educator Series courses.
日本计算机娱乐协会（Computer Entertainment Supplier's Association ）的年度行业报告《Video Game Industry Report》显示，85.8% 的日本游戏开发者在工作中使用生成式 AI——63% 的开发者表示每天都在使用，22.8% 的开发者则是偶尔使用，去年这一比例是 51%。开发者使用生成式 AI 最主要是为了“改进运营效率与生产力”，其次是“缩短开发周期”以及“降低开发与运营成本”。多数受访者表示不会直接使用 AI 生成内容。报告称，AI 最常见用途是生成视觉素材和图像，其次是故事和文本生成，最后是编程辅助。32% 的游戏公司利用 AI 协助开发自研游戏引擎。Capcom 工程师称，AI 技术主要是用于减少“日常任务”，称最聪明的 AI 在感性上也无法与创作者相比拟。 https://automaton-media.com/en/news/over-85-of-japanese-game-developers-use-generative-ai-in-game-development-2026-cesa-survey-shows-an-increase-from-last-years-51/
Shifts in technology and geopolitics mean the ideal of the perfect company is changing
A team of three independent security researchers at Hacktron says it took less than 72 hours for them to hack into OpenAI employee accounts using Anthropic's Claude Opus 4.8 and 5, the Wall Street Journal reports.
Nvidia's Nader Khalil and Sydney Sykes discuss one of the decisions shaping next-gen startups on the Builders Stage at TechCrunch Disrupt 2026.
Hacktron 安全团队组合利用 OpenAI 的 SSO（单点登录）配置错误以及其社区论坛使用的 Discourse 软件 libheif 软件包堆缓冲区溢出漏洞，成功控制了多名 OpenAI 员工的 ChatGPT 账户。利用这些账户安全研究人员能访问 OpenAI 内部代码库，以及其他关联服务。他们向 OpenAI 和 Discourse 报告了 bug，从 OpenAI 获得了 6500 美元的赏金。安全研究人员利用了 OpenAI 竞争对手 Anthropic 的 Claude AI 工具去辅助发现 bug，以及实现远程代码执行 RCE。他们一开始使用的是较旧的模型 Opus 4.8，之后使用了新发布的 Opus 5.5。整个 AI 辅助 bug 发现和辅助攻击消耗的 token 支出不到 3000 美元，AI 智能体花费了数天时间，而研究人员投入的人工时间仅仅数小时，凸显了 AI 时代黑客攻击成本的低廉。 https://www.hacktron.ai/blog/hacking-openai
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