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星期五

  1. SiliconANGLE

    智能体 AI 推动戴尔基础设施战略成型

    随着企业从 AI 实验阶段转向规模化生产,智能体 AI 正推动戴尔调整基础设施战略,重点转向混合环境下的数据整合、成本、可靠性与治理。戴尔推出 AI Data Platform,帮助企业在本地数据所在处统一存储、安全与数据管理能力;其高管称去年 AI 需求订单达 640 亿美元,仅第四季度就有 340 亿美元。

    that moves “from the desk side to the data center, to the edge, and all the way out to the cloud,” as Grocott puts it, it’s making moves to meet these needs. In collaboration with Nvidia Corp., the company is helping enterprises that do not want to run their AI agents exclusively in the cloud, but rather locally. Deskside Agentic AI is helping businesses achieve this goal, offering several potential benefits. To start, companies can address some data security concerns by working with their infor

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  2. Analytics India Magazine

    Meta 发布 816B 参数开源权重模型 Muse Spark Open,支持 1M 上下文窗口

    Meta 发布 Muse Spark Open 的模型权重,这是一个 816B 参数的开源权重模型,激活参数 42B,上下文窗口为 100 万 token,面向编码、软件工程和多步推理。模型原生多模态并支持智能体工作流,可通过 Baseten、Fireworks AI、Groq、OpenRouter 等推理平台使用,权重可从 Hugging Face、Amazon SageMaker AI、Google Cloud Model Garden 和 Microsoft Foundry Models 下载。Meta 称其针对两台搭载 M5 Ultra 芯片的 Apple Mac Studio 做了本地运行优化,并展示了用 Muse Code 修 bug、加功能和构建 iOS 应用等端侧工作流。

    rk Open includes custom GPU kernels optimised for inference through SGLang. Meta said the kernels delivered speedups ranging from 1.03 times to 3.95 times in kernel-level tests on NVIDIA and AMD GPUs. The company also reported a 3% end-to-end performance improvement on AMD MI350 GPUs. The model supports several hardware platforms, including AMD, Apple, Intel and NVIDIA silicon. Developers can further fine-tune it using PyTorch's TorchTitan framework. Meta has released the weights under its Muse

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  3. Latent Space精选

    Goodfire 的 Nick Cammarata 提出神经网络已足够清晰,称多义性判断有误

    Goodfire 的 Nick Cammarata 发布文章提出,多数神经元本身是可解读的,许多著名的多义性案例属于误读;他称 2023 年在 OpenAI 的自动可解释性工作只找到约 2% 可解读神经元。相关讨论提到 Qwen-32B 中 90% 的神经元只承担一项功能。Neel Nanda 表示这没有改变他的关键判断,仍认为存在表征叠加,弱激活承载记忆事实;Leo Gao 主张用神经元模拟的 KL 指标来评判解释,Pfau 指出论文尚未发表。

    ia MLX (AA, Meta). Ecosystem: llama.cpp had GGUF support on day 0 (Delangue), and Unsloth published quants, with UD-IQ1 S at 176GB (Unsloth). vLLM day-0 stack: vLLM support covers NVIDIA, AMD MI355X (FP8 and MXFP4) and TPU (vLLM). TPU throughput: Megakernels with DSpark speculation (acceptance length 6) exceed 650 tok/s on 4 TPU v7 chips and 960 tok/s on 8 (hardware). Speculator: Inferact trained a block-diffusion DSpark drafter that proposes up to 7 tokens per pass (speculator). LoRA RL: LoRA G

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  4. Unite.AI精选

    Meta 开源 816B 参数多模态模型 Muse Spark Open

    Meta 于 10 月 15 日公开 Muse Spark Open 权重,这是一个原生多模态开源模型,总参数 816B、激活参数 42B,上下文窗口 1M token,面向编码与长程智能体任务。模型采用 MoE Transformer 加 Perception Encoder 架构,可通过 Baseten、Fireworks AI、Groq 等 API 平台调用,权重在 Hugging Face、Amazon SageMaker AI、Google Cloud Model Garden 等处下载,本地运行 NVFP4 版本需至少 700GB 显存。Meta 称其为首个能在桌面端运行的同级模型,用两台搭载 M5 Ultra 的 Mac Studio 配合 MLX 框架即可承载;模型卡显示其 Artificial Analysis 智能指数为 39,低于表中 GLM 5.3 的 45 和 Kimi K3 的 44。

    els. It runs on inference engines including SGLang, vLLM, TensorRT-LLM, Hugging Face Transformers, Apple MLX, llama.cpp, and Unsloth, with optimizations for AMD, Apple, Intel, and NVIDIA silicon, and developers can further tune the model using PyTorch’s TorchTitan. Weights ship in BF16 and NVFP4 versions; running locally requires a GPU with at least 700GB of VRAM for NVFP4 or 2TB for BF16. Meta says Muse Spark Open is the first model in its class to run on a desktop, using two Apple M5 Ultra Mac

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  5. The New Stack精选

    Meta 发布 816B 开源模型 Muse Spark Open

    Meta 发布 Muse Spark Open,一个 816B 参数、42B 激活参数的开源权重模型,采用 100 万 token 上下文窗口,可通过 Baseten、Fireworks AI、Groq、OpenRouter 等 API 调用,权重可从 Hugging Face、Amazon SageMaker AI、Google Cloud Model Garden 等下载。Meta 称其面向编码与智能体任务,在 JobBench、MCP-Atlas 等智能体与工具调用基准上领先 Kimi K3、GLM 5.3 和 Qwen3.8,但在 Terminal-Bench 2.1 和 DeepSWE 1.1 等编码基准上落后。模型采用 Muse Model License,年营收超过 2000 万美元的公司需先通知 Meta 并签署单独协议才能提供模型服务,且使用方须在产品界面显著标注 Built with Muse Spark Open。

    ls at long-horizon tasks, complex software engineering, and multi-step reasoning.” The two U.S. models Muse Spark Open competes with are essentially Thinking Machines’ Inkling and Nvidia’s Nemotron 3 Ultra. In Meta’s own benchmarks, its new model beats them across the board — often by 20 points or more. Credit: Meta. The closer fight, however, is with Chinese open models that many developers already run today. Spark Open leads Kimi K3, GLM 5.3, and Qwen3.8 on the agentic and tool-use benchmarks,

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  6. SiliconANGLE

    台积电第三季度业绩超预期,但股价因 AI 板块抛售下跌 2%

    台积电第三季度营收 463.6 亿美元、净利润 235.7 亿美元,同比增长 69%,均超华尔街预期,但股价仍下跌 2%。此次下跌源于 AI 股票整体抛售,三星和 SK 海力士跌幅超 8%,英特尔一度下跌 6.6%。台积电高性能计算业务贡献 68% 营收,3 纳米制程占销售额 33%,2 纳米制程营收占比已从三个月前的 3% 升至 8%。

    ted chipmakers. Samsung Electronics Co. and SK hynix Inc. dropped more than 8%, while Intel Corp. was down 6.6% at one point today. Chip stocks recouped some of their losses after Nvidia Corp. Chief Executive Jensen Huang told Bloomberg that CoreWeave’s cost of capital is decreasing. A company’s cost of capital influences its ability to manage its debt. The AI sector was a major contributor to TSMC’s strong quarterly results. The company’s high-performance computing segment, which includes the g

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  7. SiliconANGLE

    Perplexity 开源智能体安全沙箱 SPACE

    Perplexity AI 将其智能体安全沙箱 SPACE 开源,开发者可用它隔离运行 AI 智能体,CoreWeave、Akamai 和 Crusoe 等合作伙伴已开始部署。SPACE 为每个智能体提供独立虚拟机,具备隔离代码执行、暂停与恢复、会话分支以及沙箱外管理网络访问和平台凭证等能力。Perplexity 工程师 Zibi Braniecki 称,团队用 9 个前沿模型在 SPACE 中做了 118 次越狱尝试,均未成功,而同样的测试在其他专有沙箱中出现了逃逸。

    security systems needed to enable secure browning and online commerce. Perplexity isn’t the only company pursuing an open-source approach to AI agent sandboxes. One alternative is Nvidia Corp.’s OpenShell project, which was released last month as part of a broader Open Agent Safety Platform. So far, there have been no reported escapes from OpenShell. Perplexity is not new to open-source security. Besides SPACE, it has also developed open source innovations such as BrowseSafe, which is used to de

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星期四

  1. Testing Catalog

    每日 AI 简报:Grok Voice 3.0 发布,延迟降低 40%

    SpaceXSI 发布语音到语音模型 Grok Voice 3.0,面向客服通话场景,官方称响应时间低于 1 秒、延迟降低 40%;Grok Bot 市场同步开放开发者提交连接器、插件和 MCP server。Anthropic 为 Claude Code Desktop 增加 sessions hub,并让 Claude Managed Agents、Messages API 和 Claude SDK 支持 OpenTelemetry traces,同时在新加坡设立亚太第五个办公室。GitHub Copilot 更新 HydraFusion 模型池并新增 HydraFusion Max 选项,二者仍处于研究预览阶段。

    ROSOFT 🔥: - GitHub Copilot updated HydraFusion's model pool and added a new HydraFusion Max option, both still in research preview. GOOGLE 🔥: - Google Messages is adding an enhanced protection mode against phone scams. - YouTube Music is rolling out labels for AI-generated songs. OPENAI 🔥: - Codex got another global usage-limit reset on Day 10. NVIDIA 🔥: - NVIDIA AI teased its own model launch coming next week. Used Grok to compose this brief, cherry-picking the news and doing some post-editing.

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  2. The New Stack

    Linux 基金会 Akrites 如何应对 AI 生成漏洞报告洪流

    Linux 基金会 6 月宣布的 Akrites 项目正通过共享安全事件响应团队(SIRT)汇总、验证漏洞报告并协调上游修复,以应对 AI 生成报告泛滥。Akrites CTO Christopher Robinson 称,审查单个安全 PR 最长耗时 8 小时,这些报告冗长、不准确且高估严重性;其成员包括 Anthropic、OpenAI、Google、Microsoft 等,已投入约 200 名借调工程师。

    a couple hours.” Money and minds Akrites has had some serious industry muscle behind it from the get go, with founding members including Anthropic, OpenAI, Google, Microsoft, AWS, NVIDIA, Cisco, IBM, Red Hat, Citi, JPMorganChase, among others. What, perhaps, distinguishes Akrites from most other Linux Foundation projects is that its members aren’t just being asked to write cheques. While financial contributions are very much part of the deal, members are also expected to commit engineering resou

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  3. heise online

    Ubuntu 26.10 发布:Linux 7.3 内核与本地 AI 助手 Myna 预览

    Canonical 发布 Ubuntu 26.10(代号 Stonking Stingray),搭载基于 7.3-rc6 的 Linux 7.3 内核,并首次在桌面引入本地运行的 AI 语音输入功能 Myna,无需联网、目前仅可预览版后装。该版本用 Rust 编写的 uutils 完全取代 GNU Coreutils,APT 改用 Sequoia 校验包签名,并移除 WEP 与 EGLStreams 支持;作为过渡版本,Ubuntu 26.10 仅提供约九个月更新。

    sodass auch LTS-Nutzer davon profitieren. Weiterlesen nach der Anzeige Entfernt wurde die Unterstützung für sowieso obsolete WEP-WLANs und die EGLStreams-Schnittstelle, die ältere Nvidia-Treiber nutzten. Für Computer mit Qualcomm-Snapdragon-Prozessoren steht eine neue Preview-Version bereit. Laut Release Notes macht Linux 7.3 auf bestimmten Snapdragon-X2-Elite-Notebooks allerdings noch Probleme mit der Tastatur. Im App Center lassen sich nun proprietäre Treiber nachinstallieren, was seit der Abk

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  4. Fortune Tech

    台积电确认正与马斯克洽谈参与得州 Terafab 芯片厂

    台积电在财报电话会上确认,正评估在得州扩产并洽谈参与马斯克规划的 Terafab 芯片制造综合体,但强调得州工厂必须由台积电运营。马斯克此前在 X 上表示 Terafab 将由自己建设和运营,台积电最多只是转租部分厂区。台积电第三季度净利润达 7631 亿新台币(近 240 亿美元),同比增长 69%,营收 1.49 万亿新台币,同比增长 51%。

    e Associated PressThe Associated PressOctober 15, 2026, 10:16 AM ETTSMC, which produces over 90% of the world's most cutting-edge chips, supplies to U.S. technology giants include Nvidia and Apple and has pledged $265 billion of investments in Arizona.AP Photo/Daniel CengAdd Fortune on Google for similar content. Taiwan Semiconductor Manufacturing Co. is exploring potential investments in Texas to expand its chip production in the United States, the advanced chipmaker said after posting another

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  5. BBC Technology

    Anthropic 上市前路演,季度营收增至 168 亿美元

    Anthropic 在上市前向投资者路演,据 BBC 了解其截至 9 月底的三个月营收增长 45% 至 168 亿美元,并称按调整后口径实现第三季度盈利。公司同时强调 AI 安全,此前有在职和离职研究员警告 AI 存在严重乃至生存性风险。同期美国芯片股与软银、三星、SK 海力士等亚洲科技股因 AI 投资担忧下跌。

    ucture needed to develop the technology. Stocks in some US technology companies dropped on Wednesday over concerns around investments in AI. Shares in chip makers - including AMD, Nvidia and Intel - fell sharply. In Asia, shares in Japanese tech investment firm Softbank were down by more than 9% on Thursday. South Korean semiconductor giants also dropped, with Samsung falling by 9.5% and SK Hynix 11% lower. Shares have been falling this week after remarks by Hock Tan, the chief executive of US t

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  6. SiliconANGLE

    Anthropic 披露 Q3 营收 168 亿美元,环比增长 45%

    据《金融时报》报道,Anthropic 在面向投资者的非公开会议上披露第三季度营收为 168 亿美元,环比增长约 45%,并首次实现调整后盈利。公司正推进 IPO,预计 11 月上市,目标估值最高达 2 万亿美元。报道指出,该匿名信源未说明这一数字是毛收入还是净收入,也未说明盈利的具体口径。

    stigators, but it had a massive impact on tech stocks. The Nasdaq index fell 1.25% and the shares of many individual firms, including Oracle Corp., CoreWeave Inc., Intel Corp. and Nvidia Corp., all fell more. Their fortunes are tightly linked to those of the AI giants, given that many have signed massive multiyear, multibillion-dollar contracts with them. Holger Mueller of Constellation Research said the number thrown by Anthropic at investors is all about making it look good ahead of its IPO, b

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  7. SiliconANGLE

    ServiceNow 推出 AI Passport 智能体管控与 EmployeeWorks 员工自动化工具

    ServiceNow 发布 AI Passport,一种经加密签名的凭证,用于定义 AI 智能体的身份、可执行操作、可访问系统与责任人,并通过 AI Control Tower 平台签发,支持跨智能体、工具和厂商传递权限。EmployeeWorks 更新引入第三代员工 AI harness,员工无需编码即可拖拽配置 Productivity Assistants 与 Productivity Routines;ToolSmith 基于超过 75,000 个 API 训练。AI Passport、影子 AI 检测和 AI Cost Management 将于本季度晚些时候可用。

    be restored with a recorded explanation. “It’s more like a dimmer switch,” Bardoliwalla said. “You monitor, you pause, you restrict, and eventually, if necessary, you deactivate.” Nvidia Corp. is a design and launch partner, linking AI Passport with its Open Agent Safety Platform, including the OpenShell secure runtime and Sentry security framework. The integration connects enterprise policies with enforcement within the infrastructure where agents operate. The central implementation challenge i

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  8. SiliconANGLE

    nFOX Lab 推出 LLM 管理平台,并计划开源安全沙箱 Blockhouse

    AI 治理初创公司 nFOX Lab 发布 nFOX Platform,用于在自有基础设施上评估、部署和监控大语言模型,并计划以 Apache 2.0 许可证开源安全沙箱 Blockhouse。Blockhouse 在 Linux 内核层默认移除权限,支持 vLLM、SGLang 和 llama.cpp 推理引擎,用 SHA-256 哈希校验模型文件完整性。nFOX Platform 现已可用,Blockhouse 处于面向合格企业的 beta 测试阶段。

    provides a console for evaluating, deploying and monitoring models across cloud virtual machines, rented graphics processing unit hosts and on-premises Linux servers equipped with Nvidia Corp. GPUs. Teams can check model configurations, verify files and test models with adversarial prompts before deployment. Production workloads receive OpenAI Group PLC-compatible endpoints, while operational evidence can feed existing endpoint detection and security information management systems. Audit records

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  9. Analytics India Magazine

    OpenAI 算力负责人 Sachin Katti 将于 11 月 15 日离职

    OpenAI 算力基础设施负责人 Sachin Katti 宣布将于 11 月 15 日离职去创业,之后继续以顾问身份支持公司。其任内 OpenAI 拿下两位数吉瓦新增算力,并推出面向半导体设计与基础设施的 GPT Infra;算力业务改由 Uday Ruddarraju 负责,向总裁 Greg Brockman 汇报。

    ecured double-digit gigawatts of new compute capacity across Ohio, Portsmouth, Georgia, Trainium and several other projects,” Katti wrote on LinkedIn, crediting partners including NVIDIA, Broadcom, AMD, Oracle, Microsoft, Google, AWS, Cerebras and CoreWeave for helping expand OpenAI’s infrastructure. During Katti’s tenure, OpenAI advanced several infrastructure initiatives, including a reported $20 billion deal to use Cerebras AI chips and the development of its custom Jalapeno inference chip. H

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  10. Computerworld

    ServiceNow 为 AI 智能体提供可验证身份,并简化构建流程

    ServiceNow 将 AI Control Tower 更名为 Super Intelligence Control Tower(SICT),并新增 AI Passport,为自有及第三方 AI 智能体提供加密签名凭证,在运行时校验其授权范围,越界时可重定向、限制或触发 kill switch。EmployeeWorks 第三代同步升级,新增 ToolSmith 智能体开发环境,基于超过 75,000 个 API 训练,可将工具构建从数天缩短到数分钟。AI Passport、Shadow AI 检测和 AI 成本管理预计年底可用,EmployeeWorks 增强功能已进入受控可用阶段。

    nd its workflow approvals. If that data is stale, the passport is stale. Credit ServiceNow for building on open specifications, but an open spec matters only when others adopt it. Nvidia is the launch partner, and ServiceNow says that enforcement implementation is still being built.” In addition to AI Passport, ServiceNow has further beefed up its governance tools with a number of other features, including shadow-AI detection to locate unapproved agents on the network; more than 400 connectors t

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  11. 少数派

    派早报:Mozilla 推出企业版火狐浏览器、DLSS 5 最新模型即将推送等

    Mozilla 于 10 月 12 日推出企业版火狐浏览器 Firefox Enterprise,基于独立引擎 Gecko,将浏览器与可自托管的管理控制台结合,率先在欧洲的法国、德国、奥地利、瑞士销售。英伟达宣布 DLSS 5 的 3D 引导神经渲染模型将于 10 月 16 日推送,性能提升至 9 月首发版本的两倍,4K 显存占用降低 20%,模型规模缩减 24% 至约 1.18 亿参数。豆包手机助手公示期结束后逐步放开第三方应用屏幕自动化操作权限,阿里系、腾讯系及多家银行金融类应用已声明拒绝。

    GeForce NOW 云游戏平台。 在经典游戏画面重制方面,英伟达计划于 10 月 23 日为 RTX Remix 加入 DLSS 5 新模型及帧生成性能模式。RTX Remix 是面向 RTX PC 的游戏模组平台,支持利用路径追踪等技术改进经典游戏画面。 英伟达已向部分模组制作者提供预览版本,用于测试新功能在不同项目中的表现。与此同时英伟达发布了新版 NVIDIA App 测试版,为 GeForce RTX 40 系列、RTX 50 系列显卡以及 RTX Spark 笔记本推出新的帧生成性能模式。来源 豆包手机助手将放开第三方应用屏幕自动化操作权限 豆包手机助手于 10 月 14 日发文宣布,豆包手机助手推出的《屏幕自动化操作声明协议》(SAEP,Screen Automation Execution Protocol)三十天公示期已结束,现将逐步放开第三方应用的屏幕自动化操作权限。 公示期结束后,开发者仍可随时声明拒绝,豆包手机助手也会及时关闭相关操作。已明确声明拒绝的应用,智能体将不会对其进行操作。 同时,豆包手机助手也公布了最新的拒绝操作应用清单,其中阿里系和腾讯系的 ap

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  12. The Elec

    三星 SDS 第三季度云业务营收预计首次突破 8000 亿韩元

    三星 SDS 第三季度云业务营收预计达 8067 亿韩元,同比增长 19.6%,首次突破 8000 亿韩元,受公共部门生成式 AI 项目和 GPU 服务需求推动。但整体营业利润率预计从去年同期的 6.8% 降至 6.6%,传统 IT 服务营收下滑、低利润物流业务仍占二季度总营收 52.6% 却仅贡献 290 亿韩元营业利润。三星 SDS 将于 10 月 29 日发布第三季度初步财报。

    cloud migration is seen as a key driver. Expanding GPU services have also supported performance. During its July earnings announcement, Samsung SDS said strong customer demand for Nvidia's B300 GPUs was expected to drive full utilization in the third quarter. KB Securities also cited rising GPU utilization as a contributor to cloud revenue growth. In contrast, revenue from traditional IT services is expected to decline. Hana Securities estimates third-quarter IT services revenue excluding cloud

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  13. The Elec

    Intel 扩大在韩国的物理 AI 合作

    Intel 副总裁 John Healy 在首尔表示,Intel 正与韩国制造、物流、零售等行业企业开展多个物理 AI 项目,并支持韩国政府主导的机器人产业计划。Intel 以 Core Ultra Series 3 处理器(单芯片集成 CPU、GPU、NPU)支持机器人市场,称可降低总体拥有成本与功耗,并通过 PyTorch XPU 和 OpenVINO Physical AI Framework 提供部署支持。

    nce improvements through continuous software updates. It also reduces the power required to operate robots. Intel is emphasizing its open ecosystem as a competitive advantage over Nvidia. The company does not restrict initial AI model training or simulation to a particular vendor or platform, allowing developers to work in their preferred environments. When developers optimize completed AI models for Intel-powered robots and deploy them, Intel provides software support through PyTorch XPU and th

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