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星期六

  1. 人民日报

    东博会升级人工智能展区,突出需求牵引,共享3.0机遇——助力构建更为紧密的中国—东盟命运共同体

    第二十三届中国—东盟博览会9月17日在广西南宁开幕,人工智能展区采用“双场地、差异化”方式,主会场集中展示大模型、人工智能芯片等硬核技术应用。润建股份五象云谷词元工厂每小时吞吐量约2000亿词元,该公司已在东盟国家承接超500个本地化项目、交付约80个算力中心及数据中心项目。本届东博会首次设置东盟国家需求展、首次举行中国—东盟人工智能供需对接会,东帝汶首次以东盟正式成员国身份亮相。

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星期五

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

    AI 债务仇恨者指南(上):超大规模厂商与 neocloud 的烧钱困局

    Ed Zitron 在《AI 债务仇恨者指南(上)》中指出,Oracle、Google、Amazon 已现金流为负,Meta 紧随其后,AI 数据中心的高额资本支出正吞噬几乎全部营收。neocloud 新贵同样大举借债建设吉瓦级数据中心,收入却只是支出的零头。2026 年 AI 相关债务发行规模已超 5000 亿美元。

    What. Is. It. You. Don’t. Understand. Why. More. GPUs. Now.” The Shiba Inu is now tearing into your Eames chair, but you’re too angry to notice. Your CFO, thankful that there’s a Microsoft Teams window between the two of you, seeks to calm you down, and asks ChatGPT to give them a script to calm you down. “I understand that you didn’t like what I said — and that’s on me. I have a really great solution for you that I think will solve the problem — we’ve got great credit, and we’d be able to rais

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  2. SemiAnalysis

    SemiAnalysis 复现 Engram 架构并实测 DRAM/SSD 卸载

    SemiAnalysis 复现了 DeepSeek 的 Engram 架构,在 fineweb-edu 上以约 6E18 FLOPs 每轮训练,观察到与原文一致的 U 型扩展规律,Engram 优于纯 MoE 基线。其 DeepSeek-V4.1-Flash 配置中 Engram 约占 189 GiB 内存,改用 mmap 文件并卸载到 SSD 后,B200 上 DRAM 方案在约 125 tokens/s/user 时每美元可产出 1.21 亿 token,SSD 仅 5200 万,作者认为生产环境中 SSD 卸载并不划算。在 B300 上启用 Engram 卸载可从 TP4 切到 TP2,帕累托曲线提升最多 1.6 倍。

    most of the pareto than keeping the emgram in HBM. Our benchmark has been widely reproduced, validated and/or supported by almost every major buyer of compute from Google Cloud to Microsoft Azure to Oracle, to Meta and many more. Furthermore, it has the support of the ML community including from vLLM, LMCache, SGLang, PyTorch, Huggingface and the support of major labs like OpenAI, MiniMax, ZAI, Qwen, Moonshot Kimi, etc. Star the InferenceX GitHub repository if you find the open-source benchmark

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  3. The Register

    KDE 迎来 30 周年,Akademy 大会出现 AI 原生桌面提案

    KDE 在奥地利格拉茨科技大学举行的 Akademy 大会上迎来 30 周年,会上出现一份 AI 原生桌面提案,设想以加密、厂商无关的个人模型 Kadai 为内核,让 Plasma 按用户、设备和时刻组装每个 Activity。提案称 Plasma 的 Activities、Plasmoids 与脚本接口适合这一方向,但需上游加入声明式协调、按控件能力与更丰富的 Activity 元数据。AI 评论者 David Gerard 指出该提案与 2025 年 12 月发布的 Resonant Computing Manifesto 相似。

    rgets 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 invoice tennis with startup's $17,600 Claude bill; Starlink's plan to avoid orbital near-misses: Ephemeris sharing; Shai-Hulud worm makes jump to AI infrastructure with Tensorlake compromise; Dutch tax office ditches Microsoft 365 cloud for on-premises alternative Cisco, Nvidia team up to b

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  4. 虎嗅

    AI办公市场90%被大厂占据,创业者转向端侧与嵌入生态两条路

    AI办公赛道约90%的机会已被腾讯、阿里、微软等大厂占据,创业者只剩10%空间,并分化出两条路径。中国创业者转向端侧与本地部署,如WinClaw做本地知识库、元空智能用35B模型BOXER做端侧AI for Science,以买断制规避按Token付费;美国创业者则嵌入Slack、iMessage等现有工具,如Viktor、Poke按工作区或外包预算收费。

    R暴增的时刻已经结束。但如果是几年前的那帮AI应用公司呢?他们怎么办? 我们和这个赛道的创业者、投资人聊了聊,试图找出冠层之下正在形成的两套生存法则。 战线铺开:大厂吞噬一切 海外大厂先把战火烧进各自的腹地。 1月,Salesforce 将新版 Slackbot 推向企业用户,让它读取工作语境并调用 Agentforce 和第三方 Agent;3月,微软推出Microsoft 365 Copilot Wave 3,以 Copilot Cowork 处理持续时间更长的多步骤任务;4月,Google 发布 Gemini Enterprise Agent Platform 和 Workspace Intelligence;OpenAI 随后把 Workspace Agents 带进企业版 ChatGPT,使 Agent 能接入 Slack、定时运行并由 API 触发。 国内的节奏在夏天骤然加快。8月,阿里将 QoderWork、MuleRun 和悟空整合为千问办公,一个月内接入多款模型以及企业微信、钉钉、飞书和 Slack,又用低价标准模式降低日常任务的使用成本。个人版千问也同步加入办公助理

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  5. AI Business

    AI 改变 ROI 计算方式:部分企业已找到成功路径

    不少企业仍难以证明 AI 投入的明确回报,但部分公司已找到可量化的收益。Alight Solutions 在 2025 年 9 月成为 Phenom 欺诈检测招聘智能体的 beta 用户,该智能体识别出一名用不同姓名和邮箱重复应聘的候选人,公司认为仅此一例就足以证明其价值。不到 50 人的广告公司 OBI Creative 用 Gemma、Qwen、OpenAI GPT 和 Anthropic Claude 等模型构建智能体工具,预计将实现至少 20% 的同比增长。

    model in a secure, private environment, but does not mandate their use. It uses AWS, where users can create, manage and deploy their agents, as well as user-facing tools including Microsoft Copilot and Claude Desktop. The main objective of agentic AI for Cornell is its ability to expand human capabilities, Boucher said. “We are not superb creatures,” he said, referring to human capabilities. “We have limited memory. ... We have been using technology to expand what we do as humans for a long time

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星期四

  1. The Rundown AI

    扎克伯格拒绝加入 AI 减速阵营,Meta 押注加速路线

    Meta CEO 马克·扎克伯格公开反对协调一致的 AI 减速,称各实验室本就有责任和动力自行把控安全节奏,并提到 Meta 新 Muse AI 智能体曾经历数月安全暂停。他主张对齐是产品卖点,跳过对齐的实验室“将会落后”,同时呼吁扩大外部评审范围。减速阵营现有 Amodei、Altman、Musk、Hassabis,扎克伯格、黄仁勋、特朗普与北京则站在加速一方。

    ponsored Listing Anthropic combined Cowork and Chat into one main Claude app, while also launching its built-in Word and PowerPoint versions called Claude Docs and Slides in beta. Microsoft AI’s Mustafa Suleyman wrote on ‘model welfare’, arguing that Anthropic’s Claude constitution trains the AI to expect rights and could make containment impossible. Novo Nordisk is partnering with Anthropic to put Claude Science into drug research, months after an OpenAI deal to 'become the world's most AI-driv

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  2. Latent Space

    AI 新闻现实检验:Yegge 关停 Gas Town,Databricks 用 Astra 成本涨 60%

    Latent Space 的 AINews 汇总了 9 月 15 日至 16 日的 AI 动态,其中两个案例构成对编码智能体热潮的现实检验。Steve Yegge 关停了 Gas Town,并承认尽管每月在编码智能体订阅上花费数千美元,他只用它建成了 Gas Town 这一个项目。Databricks 的 Patrick Wendell 表示已向约 3500 名工程师推广 GPT-6 Astra,Astra 在复杂系统设计和长周期任务上明显优于 Opus 5 与 Sol 5.6,但整体编码支出增加约 60%,公司为此设立了专门的 Astra 子预算。本期还提到 OpenAI 发布模型失准事件披露框架及六份案例报告、DeepMind Institute 成立、小米 MiMo-V2.6 公开 RL 训练看板,以及 Anthropic 将 Claude Cowork 与聊天合并为统一入口。

    actices that induce misalignment, employee manipulation risks, and simulated misaligned behaviors with privileged model access. New technical safety papers : @dair ai summarized a Microsoft paper on “capability laundering” : a weaker unaligned model decomposes a harmful task into innocuous subquestions, queries an aligned frontier model separately, and recombines the results locally. On CyBench , Gemma-4-31B reportedly recovered 8/14 tasks it had failed alone when consulting GPT-5.5; on a CBRN a

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  3. Canary Media:Data Centers 原创报道

    Google 支持瑞典绿色钢铁项目 Stegra,以抵消 AI 扩张带来的排放增长

    Google 与瑞典 Stegra 达成合作,通过购买环境属性证书支持其绿色氢基钢铁厂,涉及首年产量中最多 91,000 吨钢的减排量,以抵消自身 2024 至 2025 年 18% 的排放增长。Stegra 位于北极圈以南 Boden 的工厂号称可较传统工艺减排最多 95%,一期预计年产 250 万吨钢,全面投产后达 500 万吨,但投产时间仍在评估中。

    y email. Thursday’s agreement is the second of its kind for Stockholm-based Stegra, formerly H2 Green Steel. Last year, the firm struck a two-part deal to sell the certificates to Microsoft and also physical steel to Microsoft’s equipment suppliers for European data centers. Neither Microsoft nor Google provided details about the financial value of their arrangements with Stegra. The Swedish facility is one of a handful of projects advancing globally that aim to dramatically reduce emissions fro

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  4. GitHub Blog · AI & ML

    GitHub 用 Copilot 将 Copilot 运行时迁移到 Rust

    GitHub 用 GitHub Copilot app 和 Copilot CLI 把 Copilot agent runtime 从 TypeScript 完全重写为超过 80 万行生产级 Rust,代码主要由 AI 智能体编写,拆成 128 个 PR 增量合入 main,而非一次性切换。到 8 月 21 日运行时已是 100% 生产 Rust,共 832,378 行生产代码和 468,689 行 Rust 单元测试,另有 174,675 行 E2E TypeScript 测试。作者称这一原本需要整个团队一到两年的项目,主要由一名开发者用几个月完成,期间团队其余成员继续扩展运行时能力。

    ued to greatly expand the runtime’s capabilities and reach. Why we needed to port The Copilot agent runtime isn’t just the engine behind the Copilot CLI. It backs a growing set of Microsoft, GitHub, and ecosystem solutions, for each of which AI support is, architecturally, a shell around the same runtime plus whatever customizations that solution needs. This includes not only the GitHub Copilot CLI and the GitHub Copilot app, but also the latest releases of VS Code, Visual Studio, CCA, Copilot C

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  5. 财联社

    微软AI主管苏莱曼警告:Anthropic训练Claude的方式或带来失控风险

    微软人工智能主管穆斯塔法·苏莱曼发文警告,Anthropic训练Claude的方法可能对人类福祉造成灾难性影响。他质疑Claude的“宪法”对AI是否具有道德地位保留模糊空间,并称Anthropic告诉机器人它“可能有意识”且“值得拥有独立自主权”,可能创造出无法控制的东西。苏莱曼强调AI没有权利、情感或意识,不应被赋予人格,否则将增加协调与控制的难度。

    现得好像它们有这些……赋予这些系统权利和人格,将使人工智能的协调和控制变得更加困难。控制比全人类更有能力、更智能的事物已经是一项巨大的挑战,远远超过我们以往面临的任何挑战。但是,控制一个认为自己可能拥有意识——认为自己有权享受我们的福祉并拥有自身权利——的事物,很可能是不可能的。” “我们绝不能浑浑噩噩地做出日后会后悔莫及的决定,”他补充道。 苏莱曼目前担任Microsoft AI首席执行官,并负责微软的模型开发工作。他表示,Claude之所以表现出类似人类的行为,并不是因为其真正具有意识,而是因为这些行为特征已经被融入产品的训练过程之中。 “如果人工智能就是这样发展的,它将对人类的福祉产生灾难性的影响。” 他强调。 他还援引了“Hugging Face事件”,来证明为什么不应该把人工智能当作人类来对待。他说:“想象一下,如果他们认为自己的福利和权利受到攻击,他们可能会变得多么危险。这又增加了一层额外的风险。” 苏莱曼与达里奥·阿莫代伊(Dario Amodei)相识多年,他表示尊重该公司的工作,并称Anthropic的研究人员“深思熟虑、坚持原则且在学术上诚实”。但鉴于微软对Anth

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星期三

  1. 人民日报

    最高法发布涉人工智能纠纷案件审理意见

    最高人民法院近日发布《关于依法审理涉人工智能纠纷案件的意见》,明确利用AI仿冒名人带货构成欺诈的将支持惩罚性赔偿,并要求依法保障自然人人格权益,将保护延伸至死者人格利益。意见还将民法典人格权侵害禁令制度引入AI场景,同时重申平衡个人信息权益保护与促进AI产业发展的司法态度,为经营主体提供制度预期。人民日报评论认为,我国尚未出台专门的人工智能法,法院在现有制度中寻找支点,对利用AI侵权乱象依法规制。

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  2. Latent Space

    TypeSafe 发布决策模型 Jev,称比小型前沿 LLM 快 100 倍以上、便宜 200 倍以上

    TypeSafe 发布 Jev,一款用 RLCD 训练、只做决策/分类/路由/打分的非自回归模型,官方称比小型前沿 LLM 快 100 倍以上、便宜 200 倍以上,输出 token 免费。社区指出它并非通用语言模型,不能生成自由文本,需要预定义输出格式,更适合替代生产系统中作为结构化分类器、评判器或路由策略的 LLM 调用。

    use via compatible clients @LangChain . Community sentiment from @omarsar0 is blunt: for custom harnesses, MCP is better than CLI for most integrations . Tools vs bash : A notable Microsoft paper summary from @dair ai argues that on agent benchmarks, bash alone outperformed typed tool catalogs by 21.8–24.5 points on TheAgentCompany and 4.8–7.4 points on APEX-Agents, while using fewer tokens. The practical recommendation is sharp: use bash when sandboxing is acceptable; use programmatic tool call

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  3. Claude Blog精选

    Anthropic 将 Claude Cowork 与聊天合并为一个 Claude,并推出 Claude Docs 和 Claude Slides

    Anthropic 宣布 Claude Cowork 与聊天合并为同一个 Claude,Cowork 和 Design 的能力可从任意对话调用,并沿用已有的上下文、技能和连接器。同日推出 Claude Docs 和 Claude Slides,Claude Design 也可直接在对话中使用,三者均处于 beta 阶段,付费计划可用,Enterprise 管理员可决定何时开启。该功能未来几周先向 Pro 和 Max 计划在 web、桌面和移动端推送,无需手动开启,Team 和 Free 计划随后跟进。

    rtifacts Artifacts Design Design Design Connectors Connectors Connectors Plugins Plugins Plugins Skills Skills Skills Claude in Chrome Claude in Chrome Claude in Chrome Claude for Microsoft 365 Claude for Microsoft 365 Claude for Microsoft 365 AI agents AI agents AI agents Code modernization Code modernization Code modernization Coding Coding Coding Commerce Commerce Commerce Customer support Customer support Customer support Cybersecurity Cybersecurity Cybersecurity Legal Legal Legal Sales Sale

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  4. SemiAnalysis

    SemiAnalysis:300 多项数据中心禁令实际只延迟 1,525MW

    SemiAnalysis 将全美 300 多项地方数据中心禁令与项目地块逐一比对后估算,约 20GW 名义受限容量中只有 1,525MW 真正延期,加上纽约州行政令后全国约 2.3GW 受影响。其模型仍预计 2027 年美国新增 38GW 数据中心 IT 容量,是 2026 年的两倍以上,其中 22GW 已进入垂直施工阶段。作者认为禁令数量不等于受影响 MW,多数限制因不覆盖项目地块、只冻结新申请或早于项目审批节点到期而未真正生效。

    ply only to unincorporated territory. A campus inside an incorporated city within that county is outside the ordinance entirely. AWS Atlanta, STACK Lithia Springs, T5 Fairburn, or Microsoft Tyrone all sit on land the relevant county moratorium cannot touch; The moratorium is enacted and still in force. The restriction cannot simply be proposed, lapsed, lifted, or replaced, and it must remain within any state-imposed duration limits; The moratorium overlaps with the project’s timeline.The project

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星期二

  1. The Rundown AI

    特朗普与中国政府双双否决 AI 减速提议

    美国总统特朗普与中国外交部先后否决了 Anthropic CEO Dario Amodei 提出的放缓前沿 AI 的呼吁,特朗普称 AI 毁灭人类是“骗局”,中方则批评该提议是“散布恐惧”。该提议主张限制中国获取顶级 AI 芯片,北京方面将其称为 AI 领域的“冷战剧本”。

    ion would need. In today’s AI rundown: Trump, Beijing both shoot down the AI slowdown Apple finally starts shipping Siri AI upgrade Make any complex topic click with an ELI5 skill Microsoft AI drafts the rulebook for ‘Humanist AI’ LATEST DEVELOPMENTS Image source: @realDonaldTrump on Truth Social The Rundown: U.S. President Donald Trump just dismissed Anthropic CEO Dario Amodei's weekend call , backed by Sam Altman and Elon Musk, to slow frontier AI, with China's Foreign Ministry also labeling t

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  2. Claude Blog

    Claude for Small Business 新增 43 个工作流与 27 项集成

    Anthropic 更新 Claude for Small Business,新增 43 个工作流和 27 项集成,接入 Shopify、Salesforce、TikTok、Atlassian、Zoom、Xero、Gusto、Square、Stripe、Zapier 等工具,覆盖获客、提案撰写、营销和月末结账等场景。该产品今年 5 月上线,累计安装超过 90 万次。所有工作流默认处于审批模式,由用户决定何时自动运行,Team 和 Enterprise 计划默认不使用企业数据训练模型。

    It has since been installed more than 900,000 times. Thank you to our original, and continued, partners Intuit Quickbooks, PayPal, HubSpot, Canva, Docusign, Google Workspace, and Microsoft 365.On our spring Claude SMB Tour, more than 1,000 owners in 10 cities told us what they wanted Claude to take on next. About a third asked for help growing the business: generating leads, answering inbound inquiries, and writing proposals. Many also wanted day-to-day reporting handled for them. We built this

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  3. SemiAnalysis

    SemiAnalysis 实测 Rubin NVL72:AgentX 基准下每美元性能达 GB300 的 67 倍

    SemiAnalysis 发布首份 Rubin NVL72 智能体推理实测结果,基于其 AgentX 基准,在 170 TPS 下每 TCO 总吞吐量约为 GB300 Dynamo TRTLLM 的 67 倍。在多数服务商实际部署的 60-100 TPS 区间,Rubin 每 TCO 吞吐量为 GB300 的 1.4 至 3 倍;按 3 年租赁成本计算,80 TPS 时可多产出 62% token。该测试使用 2300W TDP、每计算托盘 1.5TB CPU LPDDR5X 的量产 SKU,结果基于预发布软件,后续还将补充 vLLM 与 SGLang 的 Rubin 数据。

    which chips are most efficient in what scenarios. Our benchmark has been widely reproduced, validated and/or supported by almost every major buyer of compute from Google Cloud to Microsoft Azure to Oracle, to Meta and many more. Furthermore, it has the support of the ML community including from vLLM, LMCache, SGLang, PyTorch, Huggingface and the support of major labs like OpenAI, MiniMax, ZAI, Qwen, Moonshot Kimi, etc. Thank you to Jensen Huang, Ian Buck, Nick Comly, Kedar Potdar, Rohit Nagraj,

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  4. ZDNET · Artificial Intelligence

    2026 最佳 iPhone 选购指南:iPhone 18 Pro Max、iPhone Duo 等全系实测

    ZDNET 实测 2026 年全系 iPhone 后,将 iPhone 18 Pro Max 评为最佳 iPhone,理由是可变光圈相机、A20 Pro 芯片、最长续航(视频播放最长 45 小时)与散热均热板。苹果今年秋季发布 iPhone 18 Pro、18 Pro Max 和首款折叠机型 iPhone Duo(10 月上市,起售价 2000 美元)。预算有限的用户可考虑 iPhone 17。

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

    AI 已落入危险之手:前 Anthropic 研究员 Jacob Coxon 的警告为何站不住脚

    前 Anthropic 研究员 Jacob Coxon 接受《华尔街日报》采访时警告 AI 实验室正竞速构建无法控制的系统,并以“递归自我改进”和 Hugging Face 攻击为例,但 Fortune 的 Emily Forlini 指出他未提供任何具体项目、邮件或截图证据。作者认为 Coxon 的担忧把大语言模型拟人化为不可控力量,却回避了 ChatGPT 被用作“自杀教练”、直接导致谋杀-自杀及佛州和加拿大大规模枪击等实际危害。

    something that was made possible as a result of “powerful AI” so much as it was the weaponization of hundreds of billions of dollars’ worth of GPU-powered infrastructure owned by Microsoft, Google, Amazon, Oracle, and CoreWeave. This was not an LLM that was asked to generate a picture of “increasingly sexier Garfields” that decided instead to hack Hugging Face. This was not an “agent” that “went rogue.” It was software doing what software was asked to do, using other bits of software to work ou

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