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星期四

  1. Fortune AI

    Broadcom CEO Hock Tan 称许多 AI 投资者像在赌场,公司 AI 芯片收入已达约 680 亿美元

    Broadcom CEO Hock Tan 在新加坡 DBS Asia Future Forward Conference 上表示,很多 AI 投资者并不清楚自己在投什么,预期极端,几乎像在赌场。Broadcom 自 2023 年底以来已产生约 680 亿美元 AI 半导体收入,截至 8 月 2 日的财季 AI 半导体收入同比增长两倍多至 167 亿美元。Tan 认为 OpenAI 到 9 月底约 500 亿美元的年化收入说明存在可行商业模式,但不保证盈利,因为训练支出巨大;他还称资本不足可能是 AI 行业最大的约束,并批评企业在 token 上浪费钱做实验。

    ctricity shortage. There are already signs investors are questioning how much money AI infrastructure companies are asking for. Firmus, an Australian data center company backed by Nvidia, withdrew its planned IPO on Oct. 9 after weak investor demand for its marketed share prices, according to Bloomberg. That doesn’t necessarily mean demand for AI computing is weakening. Intel CEO Lip-Bu Tan, who shared the panel with Tan at the conference, said hardware could remain in short supply for another t

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  2. 9to5Google

    三星周促销:Galaxy Book 6 降 500 美元,Moto Tag 2 每个 17.50 美元

    三星 2026 年三星周促销现已开启,Galaxy Book6 Copilot+ PC 最高降价 500 美元,其中搭载 RTX 5070 的 Galaxy Book6 Ultra 降至 3299.99 美元。Galaxy Tab S12+ 与 S12 Ultra 同步推出赠 200 美元亚马逊礼品卡等早鸟优惠,活动持续至 11 月 1 日。Moto Tag 2 Android Find Hub 追踪器在亚马逊恢复 17.50 美元每个的折扣价。

    s deal takes $500 off its usual going rate to mark the return of one of its lowest prices since the hikes. It’s one of the more powerful RTX 5070 configs of this notebook, pairing NVIDIA’s graphics with Intel’s Core Ultra 7 356H, 32GB of RAM, and a 1TB SSD. That combination gives it enough headroom for heavier creative work, demanding multitasking, and gaming without turning this into a bulky desktop-replacement. The 16-inch 2880 x 1800 Dynamic AMOLED 2X touchscreen is still one of the biggest d

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  3. Hugging Face

    Hugging Face 在 Diffusers 中接入 FLUX.3 Image Klein

    Hugging Face 在 Diffusers 中接入 Black Forest Labs 的 FLUX.3 Image Klein,一个模型同时支持文生图、多参考图生图和边界框布局控制。蒸馏版 checkpoint 在 H100 上约 2 秒生成一张 1024 × 1024 图像,默认 16 步;NVFP4 与 FP8 权重可通过 from_single_file 加载以适配更小显存。该模型以 Modular Diffusers pipeline 形式发布,并提供文生图与图像编辑的 LoRA 训练脚本。

    omponent to the GPU only while it runs (we didn't benchmark this) Speed End-to-end timings for the distilled checkpoint (16 steps), averaged over three runs after a warmup: Single NVIDIA H100 80GB, no offloading, default attention backend. A reference image roughly doubles the time. Reference tokens join the same sequence as the text and the image being generated, so a 1024 × 1024 reference adds 4,096 tokens to every transformer call The architecture Let's open the model up, one piece at a time.

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  4. MarkTechPost

    Datalab 发布 OmniParseBench:16,288 项通过/失败测试的开源 OCR 文档解析基准

    Datalab 发布开源 OCR 文档解析基准 OmniParseBench,用 16,288 项 yes/no 测试覆盖 2,937 页、2,343 份文档和 92 种语言,数据集与代码公开。首发榜单中 Gemini 3.8 Flash 以 92.9 居首,Datalab accurate 以 92.7 紧随其后,Claude Sonnet 5.5 拿下最高文本 93.1 和表格 95.4 分。该工具为评估框架而非模型,可用 uv pip install omni-parse-bench 安装,需 Python 3.11+,离线评分无需 API key。

    taset and GitHub repo. Thanks to the Datalab team for the resources behind this article. Datalab supported and sponsored this content. Asif RazzaqWebsite | + postsBio ⮌ Asif RazzaqNVIDIA Releases Nemotron 3.5 Super VL, a 120B Open Multimodal Agent Model Asif RazzaqTypeSafe AI Releases Jev 1.14 With Images, Box Type and 262k Context RELATED ARTICLESMORE FROM AUTHOR NVIDIA Releases Nemotron 3.5 Super VL, a 120B Open Multimodal Agent Model openKylin Outlines Its Vision for Reimagining Linux in the

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  5. MarkTechPost

    SpaceXAI 发布 Grok Voice 3.0,登顶 AA 语音对话指数

    SpaceXAI 发布语音到语音模型 Grok Voice 3.0,在 Artificial Analysis Speech-to-Speech Index 上以 86.9 分排名第一,高于 GPT-Live-1(Astra, medium)的 83.2 分和 Gemini 3.8 Live Extended Thinking 的 82.6 分。该模型通过 /v1/realtime WebSocket 端点以 grok-voice-3.0 提供,仅托管 API、无开放权重,价格维持 $0.08/分钟,首音频延迟 0.81 秒。其 τ-Voice 得分 71.6%,仍低于 GPT-Live-1 的 74.5%。

    foundation in statistical analysis, machine learning, and data engineering, Michal excels at transforming complex datasets into actionable insights. Michal SutterZ.ai GLM-Legal Beats Claude Fable 5 and Kimi K3 on Harvey LAB RELATED ARTICLESMORE FROM AUTHOR NVIDIA Releases Nemotron 3.5 Super VL, a 120B Open Multimodal Agent Model openKylin Outlines Its Vision for Reimagining Linux in the AI Era at Open Source Summit Europe 2026 TypeSafe AI Releases Jev 1.14 With Images, Box Type and 262k Context

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  6. MarkTechPost

    TypeSafe AI 发布 Jev 1.14:新增图像、Box 类型与 262k 上下文

    TypeSafe AI 发布 System One 决策模型 Jev 1.14(jev-1.14.0),已通过 jev-preview 别名上线,新增图像输入、Box 边界框类型和 262k 长上下文三项实验性“危险区”功能,官方称均未达生产可用。默认上下文为每请求 64k、每问题 32k tokens,开启 opt-in header 后升至 262k;输入价格维持 $0.042/百万 tokens,输出免费。Box 测试中 4 个边缘检查问题在 36 个截断裁剪图中命中 30 个。

    ong-context mode lifts limits to 262k tokens, at a reliability cost. Price holds at $0.042 per million input tokens, with free output. Asif RazzaqWebsite | + postsBio ⮌ Asif RazzaqNVIDIA Releases Nemotron 3.5 Super VL, a 120B Open Multimodal Agent Model RELATED ARTICLESMORE FROM AUTHOR NVIDIA Releases Nemotron 3.5 Super VL, a 120B Open Multimodal Agent Model openKylin Outlines Its Vision for Reimagining Linux in the AI Era at Open Source Summit Europe 2026 Meet Grok Voice 3.0: SpaceXAI Voice Age

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  7. MarkTechPost

    openKylin 在 OSS EU 2026 发布 KART 统一 AI 运行时与系统级智能体环境

    openKylin 在 Open Source Summit Europe 2026 上提出从“资源管理”转向“意图管理”的 OS 新范式,并发布 KART 统一 AI 运行时、kytensor 本地推理引擎及系统级智能体执行环境。openKylin 3.0 已集成 AI 助手、全局智能搜索和智能空间三项桌面能力。其 RVV 内核优化在 ONNX Runtime FP32 推理上实现 2–5× 加速,并计划将相关优化与推理框架适配工作贡献至上游。

    ring, Michal excels at transforming complex datasets into actionable insights. Michal SutterMeet Grok Voice 3.0: SpaceXAI Voice Agent Model Ranks 1 on Artificial Analysis Michal SutterZ.ai GLM-Legal Beats Claude Fable 5 and Kimi K3 on Harvey LAB RELATED ARTICLESMORE FROM AUTHOR NVIDIA Releases Nemotron 3.5 Super VL, a 120B Open Multimodal Agent Model TypeSafe AI Releases Jev 1.14 With Images, Box Type and 262k Context Meet Grok Voice 3.0: SpaceXAI Voice Agent Model Ranks 1 on Artificial Analysis

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  8. MarkTechPost

    CopilotKit 发布 CLiF:把智能体轨迹与用户操作转化为技能、评测和微调数据

    CopilotKit 发布持续学习平台 CLiF,目前处于早期访问阶段,属于 CopilotKit Intelligence 的一部分。它通过 AG-UI 协议把智能体轨迹与用户在产品中的操作捕获为同一条全栈轨迹时间线,再经捕获、模式发现、人工审核、交付导出四阶段循环,产出技能、基于生产的评测、微调数据集和原始轨迹四类输出。技能以 SKILL.md 文件形式发布,需人工逐条审核,发布后无需重新部署即可被智能体加载,也可下载给其他智能体或 MCP 服务器使用;平台完全支持自托管。

    n learn more, book a demo, or request early access on the CLiF page. References CLiF product page What Is Agent Learning? (CopilotKit) Asif RazzaqWebsite | + postsBio ⮌ Asif RazzaqNVIDIA Releases Nemotron 3.5 Super VL, a 120B Open Multimodal Agent Model Asif RazzaqTypeSafe AI Releases Jev 1.14 With Images, Box Type and 262k Context RELATED ARTICLESMORE FROM AUTHOR NVIDIA Releases Nemotron 3.5 Super VL, a 120B Open Multimodal Agent Model openKylin Outlines Its Vision for Reimagining Linux in the

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  9. Inception Labs Blog

    Mercury 2 入选 TIME 2026 年度最佳发明

    Inception Labs 的 Mercury 2 入选 TIME 2026 年度最佳发明 AI 类别,它是首个为推理打造的扩散 LLM,生成速度超过 1,000 tokens/秒,比领先的速度优化 LLM 快 5 倍以上。Mercury 2 于 2 月发布,9 月推出 Mercury 2.5,并已衍生出 Mercury Voice(首 token 延迟低于 170ms)、Mercury Router 和 Mercury Decide。

    ing on memory much of the time. Mercury 2 gives them the dense parallel work they were designed for, producing more output per GPU cycle and per unit of energy on widely available NVIDIA GPUs. What's come since: Mercury 2.5, Mercury Voice, Mercury Router, Mercury Decide Mercury 2 launched in February. In September, we followed it with Mercury 2.5, our most capable production model yet. It is a significant step up in quality over Mercury 2, with the same low-latency, low-cost serving profile. Mer

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  10. Latent Space

    Modal 年化收入达 10 亿美元,完成 16 亿美元 D 轮融资成为纽约最新 AI 基础设施 Decacorn

    Modal 宣布年化收入突破 10 亿美元,并以 157.5 亿美元估值完成 7.5 亿美元 D 轮融资,由 Accel 领投。自 C 轮以来其使用量增长 3 倍,同比增长超 15 倍;2023 年推出的 Sandboxes 产品线年化收入已达 3 亿美元,累计启动近 30 亿个沙箱,可扩展至百万级并发。

    pted at NeurIPS (White Circle). Results: Human-confirmed nudity bypass rates were 13.33% for DALL-E 3, 9.47% for Nano Banana 2 and 3.27% for GPT-Image-2 (details). Safety funding: NVIDIA committed $250M to UK academic labs and the AI Security Institute for technical safety work (@ rockt). Inference Infrastructure and Systems Research AA-AgentPerf: Artificial Analysis replays agentic coding sessions on DeepSeek V4.1 Flash (AA). NVIDIA results: At 100 tok/s per user, GB300 serves 261M tokens/s per

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  11. MIT Tech Review

    The Download:冷冻猪肾成功复活、核能扩容与非洲电动公交

    科学家首次将冷却至 -150 °C 并冷冻数月的猪肾成功复温,其中一颗冷冻超过一年,移植回猪体内后恢复血色并产生尿液,但该方案能否用于人类仍待验证。美国最大核电运营商 Constellation 计划在六座电站的 11 座现役反应堆上新增近 1 吉瓦装机,能源部 10 月 5 日向 Vistra 提供 42 亿美元贷款升级三座电站。BasiGo 已在肯尼亚和卢旺达投放超 150 辆电动巴士,另有 1200 名客户预约,现转向电动卡车。

    ntering its AI era. ( MIT Technology Review ) 5 Smartphone shipments plunged 22% in their worst quarter ever Analysts blamed rising memory costs. ( Bloomberg $) 6 Apple has joined Nvidia in the $5 trillion club The landmark valuation caps Tim Cook’s 15-year run as CEO. ( WSJ $) 7 Microsoft has dismantled a network behind a billion scam messages Japan’s National Police Agency helped investigate the operation. ( Verge ) 8 NASA has new launch targets for its Venus missions DAVINCI is set to take of

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  12. The Rundown AI

    亚马逊百万机器人实验:Vulcan 触觉机械臂与 DeepFleet 调度系统

    亚马逊在仓库部署 100 万台以上机器人,并为其加入 DeepFleet AI 调度与可处理 75% 货品类型的触觉机械臂 Vulcan,DeepFleet 称可减少 10% 机器人移动时间。一项研究显示仓储机器人使严重工伤减少 40%、轻微工伤增加 77%,亚马逊称 2019 至 2025 年全球事故率下降 43%。纽约时报查阅的内部文件预计,到 2033 年自动化可能减少 60 万个以上美国招聘岗位。

    t. Salling Group, Denmark’s largest retailer, is training humanoids to restock supermarket shelves overnight, targeting initial autonomous work in early 2027. Genesis AI confirmed Nvidia as a strategic investor, expanding the chipmaker’s robotics portfolio with its general-purpose robots and underlying AI models. Austin-based ICON raised $200M to scale its robotic 3D-printing construction systems and expand into new U.S. markets. DeepSeek has reportedly agreed to lead a seed investment of tens o

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  13. Unite.AI

    禾赛发布 Kosmo 3D 世界数据引擎,把真实场景扫描转为机器人训练数据

    禾赛于 2026 年 10 月 14 日发布 Kosmo,由 Kosmo One 空间相机与 Kosmo World 云平台组成,把物理环境转成高保真 3D 数字空间,用于机器人训练、世界模型开发和内容创作。Kosmo One 为 8K 超高清 AI 空间相机,结合激光雷达、一英寸传感器和高精度 IMU,单次重建可同时产出 3D Gaussian Splatting、mesh 和深度数据,禾赛称一次扫描可自动生成超过 10000 条训练轨迹。公司同时宣布与 Galbot、Dexmal 达成合作,并展示与 RenderMan、高德地图的应用,其执行模块累计交付量在 2026 年第二季度末突破 10000 套。

    cosystem and Actuation Modules Hesai is developing Kosmo as an open spatial intelligence ecosystem, offering open access to raw capture data and 3D assets with integrations across NVIDIA Isaac Sim, Isaac Lab, Unreal Engine, RenderMan, and Houdini. The company described two business models: integrated hardware and software solutions for customers in robotics, media, and other industries, and data services that produce real-world spatial data at scale for world model and Physical AI developers. He

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星期五

  1. IT之家·人工智能

    英伟达发布 1200 亿参数开放多模态模型 Nemotron 3.5 Super VL

    英伟达推出开放多模态模型 Nemotron 3.5 Super VL,采用 MoE 架构,总参数 1200 亿、激活参数 120 亿,面向持续运行的多步骤智能体任务。英伟达称其在单张 GPU 上执行智能体任务的吞吐量最高可达同规模其他开放模型的 5 倍,并将推理、指令遵循、工具调用与文本、图像、文档、视频理解整合在同一模型中。同期发布的还有 Nemotron 3.5 Bolt 74B-A9B 24GB 端侧模型,通过原生 2 位量化压缩至 24GB,支持 llama.cpp、vLLM、Ollama 等;Bolt E4B 4GB 计划于 10 月 23 日推出。

    LiLiCorr 投机解码方法在 DGX Spark 上可将词元生成速度最高提升至 2.3 倍。模型还支持 NVFP4 量化,在英伟达 Blackwell 架构上使用 4 位权重和 4 位激活值;在非 Blackwell 平台上,同一检查点使用 4 位权重和 16 位激活值。 英伟达还公布了面向分布式推理的部署优化方案。根据其披露的数据,在使用 16 张 NVIDIA B200 GPU、每名用户每秒生成 50 个词元的测试条件下,NVIDIA Dynamo 配合缓存感知路由、会话亲和性和 KV 缓存卸载,最多可服务 8 倍数量的用户,并将首词元延迟降低 85%。 此次发布还包括基础模型、后训练模型和 NVFP4 量化模型权重,以及训练配方、数据集和强化学习环境。 英伟达表示,Nemotron 3.5 Super VL 在预训练和持续预训练阶段共使用约 26 万亿词元,后训练阶段使用约 380 万个样本,并在数十种环境中进行强化学习。新开放的数据集涵盖智能体工具调用、金融推理、指令遵循、长上下文、公平性和视觉语言理解等领域。 除 Super VL 外,英伟达还推出了两款 Nemotro

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  2. The Decoder

    Google 发布 Gemini 4 Argon,瞄准机器人全流程单一模型

    Google 发布 Gemini 4 Argon,定位为覆盖机器人控制、仿真构建与训练数据评估的通用模型,并称其迈向物理 AGI。演示中它从一张照片生成 77 项任务和 4500 多个训练回合,使真实机器人成功率从 56% 升至 75%,执行时间从 35 秒降至 24 秒。在 Google 的 ERQA 基准上 Argon 得 87%,领先 Claude Opus 5.5 的 82.3%;但在 Artificial Analysis 的 AA-Robotics 基准上以 55 分位列第三,落后 GPT-6 Astra 的 69 分。原文指出其演示提示词包含大量人工约束,且未公布各演示的失败率。

    ad released Gemini 4 Argon globally just days earlier. For robotics, the company had already introduced Gemini Robotics-ER 1.6 , a model for spatial perception and task planning. Training in virtual environments isn't new either: the startup World Labs showed how real scenes can be turned into virtual training worlds, while Nvidia's DreamDojo simulates robot actions as videos. What sets Google's approach apart is the ambition to handle simulation, control, and evaluation all with the same model.

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  3. AWS Machine Learning

    Meta 的 Muse Spark Open 上线 Amazon SageMaker JumpStart

    Meta 的编码优化开源权重模型 Muse Spark Open 现已在 Amazon SageMaker JumpStart 上线,支持 100 万 token 上下文窗口,可在自己的 AWS 账户中部署到 SageMaker AI 端点。该模型采用 MoE 架构,总参数 816B、每 token 激活 42B,提供 BF16(Muse-Spark-Open-816B-A42B)和 NVFP4 量化(Muse-Spark-Open-816B-A42B-NVFP4)两个变体,分别运行在 ml.p6-b300.48xlarge 和 ml.p5e.48xlarge 实例上。文章给出了通过 SageMaker Studio 和 SageMaker Python SDK 部署、发送首次推理请求以及清理端点的步骤。

    Muse Spark Open model detail card in SageMaker JumpStart with the Deploy option

    but serving still requires enough GPU memory to hold all 816 billion parameters, so the instance choice comes down to memory capacity. Second, the NVFP4 variant stores weights in NVIDIA’s 4-bit floating point format, which needs roughly a quarter of the memory of the BF16 weights. On SageMaker AI, that difference decides the instance: the NVFP4 variant runs on ml.p5e.48xlarge, and the BF16 variant runs on ml.p6-b300.48xlarge. That makes NVFP4 the variant to try first when you size for cost. Eva

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  4. TechCrunch AI

    Anthropic 向 METR 六名研究员开放员工级访问权限

    Anthropic 宣布向非营利机构 METR 的六名研究员开放员工级访问权限,让他们独立评估其模型、安全实践与风险管理。METR 团队获得 Anthropic 配发的公司笔记本、办公空间和内部工具,权限大致相当于 Anthropic 自身风险评估团队,且 Anthropic 放弃否决其发布评估结果的权利,仅可要求对客户数据、律师特权信息或模型架构等预先定义的窄类别信息做脱敏。这是 Anthropic 三层评估体系中的最高层,此前 CEO Dario Amodei 在 9 月文章中提出将外部评估者嵌入 AI 实验室。

    more information and can publish without approval, while the top tier adds METR’s employee-level access. Thursday’s announcement makes good on a promise Anthropic CEO Dario Amodei made in a September essay , where he proposed embedding outside evaluators inside AI labs as a first step toward slowing the technology’s development. OpenAI quickly pledged the same , and both companies, along with Google, Meta, Nvidia, and xAI, have since signed a White House accord committing to independent review.

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  5. Spirit AI 千寻智能:原创开源项目精选

    Physical Intelligence 开源 openpi:π₀ 与 π₀-FAST 两类 VLA 模型

    Physical Intelligence 团队开源 openpi 仓库,包含基于流式扩散的视觉语言动作模型 π₀ 和基于 FAST 动作分词器的自回归 VLA 模型 π₀-FAST,均提供在 10k+ 小时机器人数据上预训练的 base checkpoint。仓库同时给出 DROID、ALOHA 等平台的微调与推理示例,推理需 8GB 以上显存,LoRA 微调需 22.5GB 以上,全量微调需 70GB 以上,目前仅测试过 Ubuntu 22.04,训练脚本尚不支持多节点训练。

    be successful. All this is to say: $\pi 0$ may or may not work for you, but you are welcome to try it and see! Requirements To run the models in this repository, you will need an NVIDIA GPU with at least the following specifications. These estimations assume a single GPU, but you can also use multiple GPUs with model parallelism to reduce per-GPU memory requirements by configuring fsdp devices in the training config. Please also note that the current training script does not yet support multi-n

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  6. Spirit AI 千寻智能:原创开源项目

    Spirit AI 开源 Spirit-v1.5 机器人 VLA 基础模型

    Spirit AI 开源了机器人基础模型 Spirit-v1.5,这是一个视觉-语言-动作(VLA)模型,接收当前观测与文本描述并生成机器人下一步动作块。截至 2026 年 1 月 11 日,Spirit-v1.5 在 RoboChallenge Table30 基准上排名第一,仓库提供推理代码、基础模型与微调检查点,2026 年 4 月补充发布微调代码。

    el checkpoint, and a fine-tuned checkpoint are now available. [2026-4] Fine-tuning code released! Directory Structure Installation & Setup System Requirements Hardware : Tested on NVIDIA A100 80GB GPU. Software : Python 3.10+. Installation Options Option 1: uv (recommended) For inference only: For training: Option 2: pip For inference only: For training: Note : flash-attn requires matching CUDA and PyTorch versions. If installation fails, refer to the flash-attn installation guide. Dependency Fi

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  7. Descript 原创工程博客

    Descript 桌面应用:如何让 4K 导出变得更快

    Descript 基于 WebCodecs API 重建了媒体引擎,让 4K 导出平均提速 2 到 3 倍。此前在 Electron 中通过 FFmpeg 原生绑定解码需额外两次内存拷贝,播放被限制在 720p;WebCodecs 让解码、合成与编码全程在 GPU 内完成。新桌面应用已发布预览版,与 5 月上线的网页版共用同一媒体引擎,内容全部从云端流式加载。

    approach is to do all your video decoding and compositing on a cloud GPU and stream the final result down to the user’s computer. This is the same technique used for services like NVIDIA's to stream games to your computer and requires a dedicated computer in the cloud for every active user of your product. One noteworthy limitation of this approach is that the file needs to be uploaded before the user can see it. No instant gratification! Enter WebCodecs As part of Interop 2023, web browsers sta

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