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星期二

  1. The Next Platform

    Cisco 谈 AI 训练跨数据中心组网:Scale-Across 与 Silicon One

    Cisco 提出“Scale-Across”主张,认为当单一数据中心电力受限、AI 训练需跨多站点运行时,网络必须从简单传输变成计算系统的一部分。Cisco Fellow Rakesh Chopra 在采访中介绍了 Silicon One 架构与 Intelligent Collective Networking,用于管理 GPU 同步突发流量、降低瓶颈并改善作业完成时间,同时涉及 MACsec、IPsec 硬件加速与可编程性。

    or larger, more distributed AI environments, the discussion offers a practical view of the networking challenges that emerge once one site is no longer enough. Watch the full interview below. SPONSORED FEATURE: HPE and NVIDIA help organizations apply accelerated computing, software, enterprise infrastructure, networking, control plane, and services to the workloads and business outcomes that matter most. October 1, 2026 September 30, 2026 AMD Buys World Labs For $8.2 Billion To Get AI Model Cred

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

    Credit Crunch:AI 泡沫与债务危机

    Ed Zitron 在长文中指出,OpenAI 和 Anthropic 等 AI 公司每年至少需要 500 亿美元或更多债务,且信用评级可能沦为低档垃圾级。他提到 Anthropic 拥有 4130 亿美元不可取消的计算合同,180 亿美元 Oracle 数据中心债务正以面值 84 美分交易。文章认为市场对 AI 繁荣的乐观假设极不现实。

    ng to be able to raise at all. This makes the $174 billion in debt that SB Energy needs to raise to fund its theoretical data center project with OpenAI — even when backstopped by NVIDIA — either horrendously expensive or impossible to complete, as does it mean that any future large, multi-gigawatt projects will add billions of dollars in interest payments to already-expensive debt. This all makes pontifications that data center spending will increase to $32 trillion by 2050 equal parts stupid a

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  3. MIT Tech Review

    MIT Tech Review 公布 2026 年十大值得关注的气候科技公司

    MIT Technology Review 发布年度十大值得关注气候科技公司榜单,涵盖移动防洪屏障、半固态电池、压缩 CO₂ 储能和下一代核反应堆等方向,并反映出 AI 数据中心激增的能源需求这一行业变化。未来几天该栏目将逐一介绍这 10 家公司及评选标准。

    owered lie detector. ( MIT Technology Review ) 2 The only billionaires making money this year are in tech Tech fortunes now account for 36% of billionaire wealth. ( Bloomberg $) + Nvidia is on the verge of the first $6 trillion valuation. ( CNBC ) + SpaceX stock has made Elon Musk a trillionaire again. ( Gizmodo ) 3 Norway is planning the first national ban on smart glasses Camera-enabled glasses could be barred from public spaces. ( Guardian ) + Several other countries are also mulling bans. (

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  4. ChinaTalk

    为什么数据才是军事 AI 的难点:ChinaTalk 对话 Accenture 防务 AI 负责人

    Accenture 防务 AI 与数据负责人 Bharat Patel 在 ChinaTalk 播客中指出,数据永远不会"AI-ready",真正决定军事 AI 成败的是用例驱动的数据采集、标注、存储与测试。他以 2017 年启动的 Project Maven 为例,称初期大量数据不含相关目标导致模型上线后表现不佳,团队不得不持续采集相关数据;陆军研究实验室为获取第二代 FLIR 坦克数据,甚至自建数据采集盒贴近传感器收集。他还提到乌克兰通过多年战场数据积累奠定自主系统基础,并强调对手会用伪装、欺骗、电子战和投毒数据对抗。

    data to work. There’s a lot of variation in maturity across our industry partners on synthetic data. When it comes to autonomous vehicles, commercial industry is investing a ton — NVIDIA is doing some things, and the technology is getting there. But applied to the sensors the Army has, that’s different from the commercial sensors on airplanes or new autonomous vehicles. Military sensors could be two or three years older, with completely different look angles, different biomes, different experien

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  5. 9to5Google

    Google 似乎终于想明白当初为何收购 Fitbit

    Google 在 2019 年收购 Fitbit 后,如今让该品牌重新以独立硬件品牌身份运营,其软件已深度整合进 Google 各项健康业务。继 5 月 Fitbit Air 大获成功后,Google 准备推出 Charge 系列续作 Edge,距上代更新已隔 2023 年,新增通知、Google Maps、音乐控制和 Find My Device 等功能。作者认为 Edge 虽难复制 Air 的文化影响,却证明 Google 理解了收购 Fitbit 的初衷。

    hone, but at least these ones will be checks price only $200; Google Messages rolls out new long-press menu with partial copying [Updated]. Our long non-copying nightmare is over; Nvidia Shield TV Pro is now $299 – a $100 price hike seven years after the Android TV box launched. Nvidia almost singlehandedly caused the RAM crisis, so I think the company should be giving these away free, not increasing the price by 50%; Pixel 10a gets a $100 price hike, now starting at $599. Oof, this one hurts; N

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  6. BBC 中文

    美国国防部正式停用 Anthropic 的 AI 工具

    美国国防部一名官员向 BBC 表示,五角大楼已停止使用 Anthropic 的产品。国防部长赫格塞斯今年 2 月以国家安全为由将 Anthropic 列为供应链风险,并宣布 8 月下旬前停用其产品,但多名知情人士称直到上周该部门仍在研究、情报搜集及针对伊朗的军事行动中使用 Claude 模型。Anthropic 称这一认定史无前例且违法,已起诉特朗普政府;同期五角大楼与 Google、xAI 和 OpenAI 等公司签署了合同。

    工資誰最高?, 節目全長 1,37 更多短片結束 更多相關內容 習近平訪美晤特朗普:中美AI超級強國的雄心成為焦點2026年9月23日; 中國人工智慧工具「教導」研究人員製造生物武器2026年9月30日; 特朗普與習近平會面在即,中國的AI雄心正在烏蘭察布高歌猛進2026年9月23日; 美國科技巨頭呼籲放緩AI發展速度——中國怎麼看?2026年9月18日; Nvidia執行長黃仁勳駁「AI滅絕人類」憂慮:是「末日敘事」2026年9月21日; AI巨頭前僱員:同業「真誠恐懼」人類遭滅絕,西方必須與中國協調2026年9月13日 頭條新聞 中美AI軍事化背景下 BBC獲悉五角大樓正式停用 Anthropic 工具6 分鐘前; 台北市長選戰:蔣萬安的2028前哨戰,沈伯洋能否靠「洋流」突圍?8 小時前; 俄羅斯鼠疫實驗室人員死亡 美方稱「密切關注」4 小時前 特別推薦 中國開始打擊AI戀愛關係,是過度干預還是先見之明?2026年10月1日; 軍情五處警告:中國資助英國研究,成果交予北京間諜機關2026年9月30日; 中國人工智慧工具「教導」研究人員製造生物武器2026年9月30日; 「我喜歡證

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  7. Latent Space精选

    Reflection 发布 Beam:501B 总参数、23B 激活的美国开源 MoE 模型

    Reflection 发布 Beam,一个面向编码、智能体与科研的纯文本 MoE 模型,总参数 501B、激活 23B,从零训练,Apache 2.0 全量权重预计本月发布。团队称预训练用了 23.8T token,并在约 10,500 块 GB300 上各跑四周预训练与 RL,自报 SWE-bench Verified 得分 80.9。观察者认为 Beam 大致处于 GLM-5.2 水平,部分基准低于 DeepSeek V4 Flash。

    unning at once (sandboxes); Positioning: Observers place Beam around GLM-5.2 level (iScienceLuvr) and below DSv4 Flash on some benchmarks (critique). Nathan Lambert groups it with Nvidia and Thinking Machines as strong US releases that still trail Chinese counterparts (Lambert); Other open and specialized models:Aleph Alpha Kolibri: 78B total / 3.46B active, Apache 2.0, built for German and English. Self-reported scores are 96.9% AIME 2025, 84.3% GPQA Diamond and 66.4% SWE-Bench Verified (summar

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  8. LiveKit 产品与工程博客

    Retell vs. Vapi vs. LiveKit:面向开发者的语音 AI 智能体对比

    LiveKit 从四个工程问题对比 Retell、Vapi 与 LiveKit 三款语音 AI 智能体平台:是否需要在发布后持续迭代、需求超出默认配置时如何改动、是否要支持电话之外的 Web、移动、视频、设备或 WhatsApp,以及规模化成本。Retell 靠滑块和字段配置,Vapi 靠 PATCH assistant 与 schema,LiveKit 则把开源 Agent 框架放进开发者自己的代码仓库。按公开定价估算,LiveKit 全包成本约从 Gemma 4 31B、AssemblyAI Universal-Streaming 与 Fish Audio S2.1 Pro 组合起,到 GPT-5.5、AssemblyAI Universal-3.6 Pro Streaming 与 Cartesia Sonic 3.5 的高配方案。

    vives only as credential and voice-provider types in the API. Retell has none. Can the agent run on hardware, including a robot? Only LiveKit. It runs on ESP32, embedded Linux and Nvidia Jetson, so the SDKs behind a phone agent also power a speaker, a kiosk or a wearable. For robots, LiveKit streams camera, sensor and control data in the same room as the voice agent, and LiveKit Portal syncs frames with robot state, arbitrates control between operator and policy, and bridges ROS and LeRobot. Can

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  9. PyTorch Blog

    PyTorch 媒体处理生态演进:解码编码统一到 TorchCodec

    PyTorch 将图像、视频、音频的解码与编码能力统一收敛到 TorchCodec,TorchVision 和 TorchAudio 中相关 API 已弃用或移除,两者今后专注 transforms。TorchCodec 支持 CPU 与 CUDA,CUDA 视频解码性能普遍优于旧实现,并集中处理 FFmpeg 4 至 9 等依赖。三个库现已 ABI 稳定,不再绑定单一 PyTorch 版本。

    udio, particularly for CUDA video decoding. Maintenance and dependencies. Media I/O involves a lot of dependencies: six major FFmpeg versions (4 through 9 at the time of writing), NVIDIA’s codec SDK for GPU decoding, and one library per image format (libjpeg, libpng, etc.), each with its own licensing rules about what we can ship. On top of that, none of them are pure Python dependencies: they’re all C/C++ libraries, which makes the build, the CI, and the releases much harder. All of this comple

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  10. TechCrunch AI

    Reflection 发布开源权重模型 Beam,对标中国开源模型并压低算力成本

    Reflection AI 正式发布其首个前沿开源权重模型 Beam,称在高级推理基准上与中国领先开源模型持平,且推理算力消耗少 3-4 倍。Beam 为文本 MoE 模型,总参数 5010 亿、激活 230 亿,预训练 23.8 万亿 token,上下文窗口 100 万 token;对比 Z.ai 的 GLM-5.2 总参数约 7440 亿、激活 400 亿。公司称本月将公开权重与完整技术细节,并通过超大规模云厂商和 neocloud 分发,性能主张尚未经独立验证。

    g is a multimodal model and Beam is text-only. Reflection was founded in 2024 by two former Google DeepMind researchers and has raised roughly $4.7 billion from backers, including Nvidia, Sequoia Capital, and Lightspeed Venture Partners, per PitchBook. Its last round valued the company at a $25 billion pre-money valuation . The startup has also been locking up compute — a key ingredient needed to train frontier models capable of luring customers away from Anthropic’s and OpenAI’s closed models,

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  11. TechCrunch AI

    Etched 被报出 400 亿美元以上估值的融资报价

    据知情人士透露,AI 芯片初创公司 Etched 正在评估新一轮融资报价,估值从顶级投资方的 400 亿美元到较小投资方的 500 亿美元不等,谈判尚处早期。两个月前该公司刚以 210 亿美元估值完成 7 亿美元融资,其自研芯片主打推理加速,Jane Street 领投上一轮并已接收早期系统,公司称已获得 10 亿美元客户订单。

    s could give Etched a cushion of as much as 3.5 years of runway. There are reasons why VCs are hot to own a piece of Etched. The four-year-old startup shows promise of challenging Nvidia. Not only did quant trading firm Jane Street lead the last $700 million round, it is also a customer that took delivery of an early system. Etched said in July that it had already secured $1 billion in customer orders, including the one from Jane Street, after manufacturing its test chip at a TSMC factory this s

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  12. The Next Platform

    AI 支出是 IT 预算中的蜜獾:Gartner 预测 2027 年将达 3.64 万亿美元

    Gartner 最新预测显示,AI 支出 2025 年增长 2.6 倍至 1.79 万亿美元,2026 年将增长 49.7% 至 2.67 万亿美元,2027 年再增 36% 至 3.64 万亿美元;同期传统 IT 支出持续萎缩,2025 年下降 12.5% 至 3.79 万亿美元。Gartner 将 GenAI 模型许可、AI 智能体与助手销售从 AI 数据科学平台中单独拆分统计,并上调 2025 年 AI 基础设施支出至 9819 亿美元。

    s designs created by hyperscalers and cloud builders that are being used internally and also sold to the big AI model builders like OpenAI and Anthropic. Some of it is incremental Nvidia and AMD GPU-accelerated system sales, of course. “The buildout of AI data center capacity is the largest infrastructure project humanity has even undertaken,” Lovelock said in the statement accompanying the updated AI spending forecast. “The capacity growth from hyperscalers and service providers purchasing AI-o

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  13. TechCrunch AI

    HackerRank 正式开放 AI 面试官 Chakra,测试期已完成超 50 万场面试

    HackerRank 周一将其 AI 面试官 Chakra 面向客户正式开放,此前约六个月的测试中已完成超过 50 万场面试,Snowflake、Snorkel 和 Capgemini 等公司参与试用。Chakra 让候选人在带 AI 助手的画布中处理真实代码仓库任务,并追问其选择理由,评估重点从答案转向批判性思维、判断力和所谓 AI fluency。HackerRank 称 Chakra 面试中的可疑行为标记比传统评估低 70% 至 80%,该产品只给候选人打分,最终录用决定仍由人做出。

    ntually helping companies assess and hire developers based on their technical skills. The Y Combinator-backed startup now has more than 3,000 business customers, including Amazon, Nvidia, Clay, and Replit, and a community of over 30 million developers worldwide. Chakra represents a bet against the kind of technical assessment business HackerRank spent years building. Its traditional product largely tested whether developers could solve coding problems correctly. Nonetheless, Ravisankar believes

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  14. The Verge AI

    Altman 称 AI 收益巨大,世界应接受一些坏事发生

    OpenAI CEO Sam Altman 在 Politico 的 Decoded 播客中表示,AI 带来的好处将大到“世界应该接受一些坏事发生”,并点名黑客攻击、诈骗等是应被容忍的代价。他把这种权衡描述为 OpenAI 与 Anthropic 的关键分歧,同时称自己仍支持加强监管,只是反对以安全为名过度限制技术,并把自己定位在 Anthropic 的谨慎立场与几乎不监管之间。Altman 也承认存在人类失去对 AI 系统控制等更极端风险,并称公司还有“更多事情要披露”,但不会达到 Hugging Face 被攻击事件的程度。

    key distinction between OpenAI and its archrival Anthropic, which was founded by former OpenAI employees following disagreements over AI safety. The calculus echoes comments from Nvidia CEO Jensen Huang last month, who similarly argued that AI’s harms should be weighed against the benefits the technology can bring. Both arguments fit within a broader accelerationist view that slowing down AI development carries risks of its own. Altman’s distinction marks another divergence between OpenAI and A

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星期一

  1. MarkTechPost

    Qwen 发展史:从 7B 到 2.4T,阿里 AI 模型全系列回顾

    阿里云 Qwen 系列从 2023 年 4 月的通义千问起步,2023 年 8 月开源 Qwen-7B,到 2025 年 9 月推出首个超 1 万亿参数的 Qwen3-Max-Preview,并最终演进到 2.4 万亿参数的开源权重模型。2024 年 Qwen1.5、Qwen2、Qwen2.5 三代连发,Qwen2.5 预训练数据从 7 万亿增至 18 万亿 tokens,模型下载量超 4000 万。2025 年 Qwen3 采用混合思考模式,覆盖 119 种语言,Qwen3-Next-80B-A3B 声称训练成本仅为 Qwen3-32B 的 10%、32K tokens 以上推理吞吐提升 10 倍。

    4 正在训练中;阿里巴巴的路线图将 Qwen 4.5 和 Qwen 5 定在 5 至 10 万亿参数 Qwen 博客和 GitHub 上的 QwenLM;Hugging Face 上的 Qwen;Qwen 技术报告(arXiv 2309.16609);Qwen2.5 技术报告(arXiv 2412.15115);Qwen3 技术报告(arXiv 2505.09388);阿里云:2026 云栖大会路线图;阿里巴巴集团:2025 云栖大会 Asif Razzaq Asif RazzaqYandex 推出 Sona:一个取代整个推荐级联的单一生成式推荐器;Asif RazzaqGPT-6 Astra vs GPT-6.1 Sol vs Gemini 4 Argon vs Claude Fable 5.1:哪个前沿模型适合哪项工作;Asif RazzaqAleph Alpha 发布 Kolibri:一个 78.1B 开放权重英德 MoE 模型,仅有 3.46B 激活参数;Asif Razzaq深入 NVIDIA 的 IsaacTeleop:从手部和控制器追踪到基于图的重新定向引擎的机器人动作

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  2. MarkTechPost

    Yandex 推出 Sona:单一生成式推荐模型取代整个推荐级联

    Yandex 发布生成式推荐模型 Sona,将候选生成与排序合并为单一系统,在智能音箱上以 1 个线上 Transformer 取代 15 个以上候选生成器、预排序和排序阶段。7 天 A/B 测试中,活跃用户提升 4.53%、总收听时长提升 6.30%、点赞提升 11.42%,该增幅是 Argus 此前 +1.93% 的 2.35 倍。Sona 不使用人工特征,仅依赖日志事件字段与学习到的 Semantic ID,排序模块由 0.6B 参数教师模型蒸馏训练,服务端不部署教师模型。

    over a 15-minute window, feed a GPU trainer, and new weights reach serving every 10 minutes. End-to-end latency is 45 minutes at the median and 60 minutes at p99. Serving runs on NVIDIA Triton Inference Server with CUDA graphs and reaches 41% model FLOPs utilization. The final experiment ran for 7 days on 15% of randomly selected users per split. Every change below is statistically significant and relative to the production control: Active Users (primary metric): +4.53%; Total Listening Time: +

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  3. IEEE Spectrum

    Hugging Face 研究者:把人类留在 AI 回路中的做法反而可能把人挤出回路

    Hugging Face 的 Avijit Ghosh、Margaret Mitchell 与 Samir Passi 在 9 月 6 日发布于 ArXiv 的论文中指出,当前 AI 智能体的“人类在回路中”审批机制实际上把人类挤出回路,让人沦为只给权限的“肉工具”。作者认为智能体设计以速度、准确率等 benchmark 为目标,忽视人类监督者的认知负荷,并建议引入摩擦机制,如要求用户先记录自己的判断再查看智能体方案。

    oned in the paper), the 1,200 bots involved in the Hugging Face attack generated 1.2 million messages on their improvised messaging system . (Hugging Face was recently acquired by Nvidia, which announced its own hardware-and-software-based approach to controlling AI agents on 28 September. Ghosh declined to comment on possible future impacts of the merger, noting that the two organizations remain separate until the merger process concludes. A system that really kept humans in the loop would acco

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  4. Cohere 产品与研究博客

    Cohere 发布 North 2:面向企业的全栈智能体平台

    Cohere 推出 North 2 企业级智能体平台,采用重新设计的智能体编排系统,支持多步骤自动化与可复用智能体,并新增 Skills、Libraries、Memory、Applications、Automations 和 Connectors 等能力。平台模型无关,可自托管、VPC、混合或本地部署,支持气隙环境,并已通过 SOC 2 Type 2、ISO 27001 和 ISO 42001 认证。North Admin 提供细粒度成本控制、速率限制、用户配额和组织级上限。

    North 2 juxtaposed on a purple, green, and black background

    control: Monitor and control token spend and limiting by defining consumption tiers based on requests and token rates for users and groups; Efficient token consumption: When using NVIDIA hardware with Cohere models, get increased tokens per second per node, effectively decreasing spend; Bring your organization’s existing models: North is model agnostic, use our generative model offerings or bring your favorites Additionally, our collaboration with NVIDIA finds that North generates more insights,

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  5. 虎嗅

    利不在器:为何AI应用不赚钱,利润在to B的workflow capture

    AI应用不赚钱的根源在供给端:写代码、做图、翻译等单点能力供给多、切换成本为零,利润必然趋零。真正能收到钱的路径是to B的workflow capture,即接管企业完整业务流程并绑定其真实P&L的ROI,帮客户每月多赚50万可收30万。最佳靶场是电商、直播、游戏公会、保险销售等人力密集的认知劳动行业。

    onomics覆盖,消费者只需享受更好产品,无需知道AI存在。 5. 最大机会是用新成本结构重新做传统业务 生产率提高不代表所有人工资跟着涨。更少的人交付更多服务,白领岗位收缩和消费者生活变好会同时发生。你的薪水不一定涨,但同样的钱买到更好的体验,more bang for the buck。 全行业都在问:为什么AI infra赚钱,AI apps不赚钱?NVIDIA持续印钞、Higgsfield活得不错,而做AI app的前赴后继被碾平。Manus刚起来就被Muse Spark截胡,Cursor势头正猛转眼Claude Code出来了。 AI app for AI users,零和博弈;传统行业买AI infra,增量创造。 Anthropic、智谱、OpenAI Codex、字节Seedance集体证明:AI的正确姿势是to B,不是to C。最终付款的好模式一定是Enterprise:企业买单。 Workflow Capture才是本质 器盈则贱:单点能力不值钱。写代码、做图、翻译、生成PPT,供给多、壁垒低、切换成本为零,利润必然趋零。 能收到钱的是workflow capt

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  6. MarkTechPost

    GPT-6 Astra、GPT-6.1 Sol、Gemini 4 Argon 与 Claude Fable 5.1 对比:哪款前沿模型适合哪类任务

    MarkTechPost 将 30 天内发布的 GPT-6 Astra、GPT-6.1 Sol、Gemini 4 Argon 和 Claude Fable 5.1 四款前沿模型并排比较,指出基准分数重叠度高于各家发布稿的暗示,但价格、访问规则和单任务成本差异明显。Astra 与 Fable 5.1 同为每百万 token 输入 10 美元、输出 50 美元,Sol 与 Argon 标价为其五分之一,Argon 为限时价格;Artificial Analysis 数据显示 Fable 5.1 单任务成本 9.18 美元,Astra 为 4.72 美元,差距来自 token 用量而非单价。作者建议按工作负载而非榜单排名选型,多数团队默认选 GPT-6.1 Sol,Argon 目前仅面向 Fairwind 网络安全防御者开放。

    Program for cyber defenders Asif Razzaq Asif RazzaqAleph Alpha Releases Kolibri: A 78.1B Open-Weight English-German MoE Model With Only 3.46B Active Parameters; Asif RazzaqInside NVIDIA’s IsaacTeleop: From Hand and Controller Tracking to Robot Actions with the Graph-Based Retargeting Engine; Asif RazzaqDecision AI Models Explained: TypeSafe Jev vs Fastino GLiDE, GLiNER2.5-Decide and Open-Source Competitors; Asif RazzaqDatalab Introduces OmniExtractBench to Fix Bias and Opacity in Extraction Ben

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