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星期五

  1. 蚂蚁百灵:Developer Blog精选

    蚂蚁百灵发布金融增强模型 Ling-3.0-flash-Fin

    蚂蚁百灵发布首个金融增强模型 Ling-3.0-flash-Fin,延续 Ling-3.0-flash 架构,保持 124B 总参数、5.1B 激活参数,通过金融语料持续预训练、领域后训练和工具使用优化强化年报、财务工作簿等复杂金融内容处理。模型在 FinFIRST、FinSearchComp Verified、Finance Agent、APEX-Agents、SpreadsheetBench、τ³-Banking 等基准上测试,AA Intelligence Index v4.1.1 得分由 38 提升至 41。模型将在 OpenRouter 开启为期一个月的限时免费 API 调用,权重于下周开源。

    图

    或最终产品界面;演示内容仅供参考,不构成任何投资建议或决策依据 在以下两个案例中,Ling-3.0-flash-Fin 将分散材料整理为“事实—解释—判断—图表”的证据链: Micron:还原合同信息的经济含义。 模型将战略客户协议及约 1000 亿美元剩余履约义务放回多年合同语境,区分未来履约约束与当期收入,并保留合同执行、价格调整和供需变化等判断边界。 NVIDIA:从新披露口径识别边际增长来源。 Hyperscale 与 ACIE 业务规模接近,环比增速分别为 12% 和 31%。模型据此提炼出,边际增长动力可能向 AI 云、主权 AI、企业和工业客户扩散,并通过并列图表将研究判断与官方披露逐一对应。 在现有案例中,Ling-3.0-flash-Fin 能够围绕核心命题组织数据、分析文字和图表,让每项证据服务于研究结论。在视觉表达上,模型根据内容关系选择图表形式、建立信息层级,生成便于后续编辑、路演沟通和专业审核的研究材料。 06 一个完整的案例:四项能力如何汇入同一条任务链 为了观察这些能力如何协同,我们选取了一个源自 APEX-Agents 投资银行任务场景的 Planet

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  2. LMSYS Blog精选

    LMSYS 公开 infer-forge:围绕 SGLang 的 Harness、Loop 与 Graph 工程方法

    LMSYS 发布 infer-forge 方法论文,介绍围绕 SGLang 的推理工程系统,由 MonoRepo、Harness、Task Loop 和 Task Graph 四层结构组成,用于让跨仓库的推理优化工作可复现、可验证。该系统为内部工程系统,并非 SGLang 或 LMSYS 官方组件,目前不开源,文章公开的是构建方法论,供团队交给 AI 编码工具并结合自身系统上下文搭建适配实现。文中给出使用记录:一位工程师 4 月至 7 月的在飞任务峰值从 2 个升至 9 个,DeepSeek-V4-Pro 服务项目中 38 个可独立验证的任务节点被组织成任务图。

    The inference deployment space stacks five layers of static configuration. Model shows Ling, Qwen, DeepSeek, Kimi, GLM, and MiniMax. Serving Scenario runs Modality (text, image, video) into Traffic Shape (input and output length, media count, resolution, QPS, concurrency, cache reuse) into SLO (TTFT, TPOT, throughput, E2E latency). Serving Topology separates Deployment Architecture—Colocated PD, PD Disaggregation, and EPD Disaggregation, each listing the node roles it is built from — Prefill and Decode together, then Prefill and Decode as separate roles, then Encoder alongside them — from Parallelism—TP, PP, DP, and EP—because the two are chosen independently. Versioned Runtime Profiles is a stack of tabbed cards labelled Service A rev. 12, Service B rev. 7, and Service C rev. 21, plus a fourth paler card behind them all, blank and showing only its top edge, whose narrow tab carries an ellipsis for the profiles not drawn, the front card holding an Engine Configuration and a Container I

    Middle: How Language Models Use Long Contexts, TACL 2023 / arXiv:2307.03172; Thariq Shihipar — The New Rules of Context Engineering for Claude 5 Generation Models, Claude, July 24, 2026; Boris Cherny and Diana Hu — Boris Cherny: Building Claude Code, Y Combinator Startup School, July 27, 2026; Xiaoyu Zhang (BBuf) — AI-Infra-Auto-Driven-SKILLS, GitHub; Tianyu Zhang, Yusong Gao, Yun Zhang — Pushing the Limits of Serving DeepSeek-V4-Pro on Compute-Constrained NVIDIA H20, LMSYS Org, August 19, 2026

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  3. Meta:Newsroom · AI

    Meta 详解 AI 数据中心闭环液冷:冷却液可用长达十年

    Meta 最新 AI 优化数据中心大多采用闭环液冷,冷却液(水与乙二醇混合)在密封回路中循环,预计可使用长达十年无需更换。Meta 称典型采用闭环液冷加干冷器的 AI 数据中心年用水量少于几家全服务餐厅,且相比风冷可在同等机架空间内容纳更多 GPU。Meta 还通过 Open Compute Project 开放相关设计,2025 年宣布了液冷网络机架平台 IcePack,并用强化学习优化冷却系统。

    l temperature. Even a few years ago, using air cooling methods to cool AI hardware was an achievable solution. In fact, I visited a data center in Altoona, Iowa, where racks of 16 Nvidia H100s were kept cool completely through air cooling with minimal water usage. Minimal amounts of water were used at the start of the data center cooling process to cool the air during warmer months, but no water was ever being sent directly to the hardware. It’s only more recently that newer AI hardware designs

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星期四

  1. The Next Platform

    拆解 Google 与 Marvell 传闻中的 1200 亿美元芯片合作

    Marvell 在 8-K 文件中披露与 Google 扩大定制芯片合作,涉及 AI 推理加速器、存储控制器、网络接口控制器、内存接口控制器和近存计算等接入 TPU 生态的项目。报道称 Google 获得 5897 万股 Marvell 认股权证,按每 5 亿美元对 Google 销售额分批归属,全部归属后约占 6.3% 股份,但 Google 可推迟至 2033 年 8 月 18 日再行权。双方均未回应有关代号 Merope 的 LPU 芯片传闻,文件另提到代号 Kestrel 的产品需在 2027 年 11 月 10 日前完成认证。

    mpleted datacenters in 2028 as Marvell shepherds them through the Taiwan Semiconductor Manufacturing Co foundries and packaging. But that is just human intelligence inference, called a hunch. 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. The Register

    Salesforce 财报:50% 订单来自客户续购 Flex Credits

    Salesforce 公布截至 7 月 31 日的 Q2 财报,营收 113 亿美元、同比增长 11%,并宣布与 Anthropic 合作推出 Claudeforce,提供含 37 项预置销售技能的 Plugin,可嵌入 AIforce、Data 360、Tableau 和 Slack。联席 CEO Miguel Milano 称订单同比增长三位数,其中 50% 来自客户续购 Flex Credits。公司同时推行按消费、基础用量或业务结果计费的捆绑定价。

    ks It won't kill you, or humanity, to get off the AI upgrade treadmill New models arrive so fast, we already have more new tech than it's possible to understand in a career Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 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 in

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  3. Ben's Bites

    Ben's Bites:ChatGPT Work 新增登录流程,Claude Chat 与 Cowork 共享记忆

    ChatGPT Work 推出新的登录流程:智能体遇到登录页时会暂停并弹出表单,用户在其中输入用户名、密码和 2FA 验证码,这些信息不进入聊天,而是直接传给云端浏览器,登录状态可保留供后续任务使用。Claude Chat 与 Cowork 现已共享记忆,但仍与 Claude Code 的记忆相互独立。此外,OpenAI 的新芯片 Jalapeño 在三个开源模型上实现每瓦 1.5-1.9 倍工作量、延迟降低 1.7-3.6 倍,年底开始部署。

    per image. Gemini 3.5 Transcribe - New model from Google for audio transcription. It’s quite pricey, but makes way fewer errors than other models. OpenAI’s new chip Jalapeño beats Nvidia’s Blackwell chips on both speed and efficiency. Across three open models, its first inference chip delivered 1.5-1.9x more work per watt and 1.7-3.6x lower latency. It starts deploying by year-end. Also, remember when an OpenAI model hacked Hugging Face? They completed the investigation into it and released a re

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  4. The Rundown AI精选

    Z AI 确认神秘模型 Ox Alpha 即 GLM-5.3-Flash

    Z AI 确认匿名免费模型 Ox Alpha 是 GLM-5.3-Flash,并公开模型权重。该模型登顶 OpenRouter,使用量为第二名 DeepSeek 的两倍;Z AI 称免费开放期间的服务完全运行于中国制造的芯片,Artificial Analysis 给出的单任务价格为 $0.045,较同档模型低 10 倍。

    epSeek, a debut the platform ranked as its biggest ever. Z AI said the free usage week ran entirely on Chinese-made chips, claiming the setup now serves tokens about as cheaply as Nvidia hardware. Artificial Analysis grades the model at a 57 on its Intelligence Index for a discounted $0.045 per task, 10x lower than similarly-ranked rivals. Why it matters: The mystery that captivated the AI world for a week is over, and it was the original suspect all along (despite some odd posturing from Google

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  5. Chips and Cheese

    Hot Chips 2026:Intel 数据中心 GPU Crescent Island 详解

    Intel 在 Hot Chips 2026 上披露了数据中心 GPU Crescent Island 的细节:其 LPDDR5X 内存子系统最高支持 480 GB DRAM,是当前所有 GPU/AI 加速器中容量最高的,可单卡直接运行 Deepseek-V4 Flash,但内存带宽 Intel 表示暂不披露。该 GPU 采用 Xe3P IP,含 32 个 Xe3P 核心、32 MB L2,XMX 单元比 Xe2/Xe3 大 4 倍并新增 FP8、FP4 支持,FP64 为全速率、约 10 Teraflops。Intel 此前称今年底送样,但具体时间仍存变数。

    ooks like Xe3P is still SIMD16 for the XVEs. Crescent Island consists of 32 Xe3P cores backed by 32 MB of L2 as the last level cache. 32 MB of last level cache is less than either NVIDIA’s Blackwell or AMD’s RDNA3/4; however, those GPUs are multi-purpose and are used for tasks where a greater than 32 MB LLC is beneficial to those workloads. Crescent Island being an “AI GPU” means that it was largely designed for AI and compute tasks which don’t require a large LLC due to being mostly memory band

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  6. The Next Platform

    英伟达的网络业务正变得比 Sun 时代更像计算机本身

    The Next Platform 分析英伟达 2027 财年第二季度财报,指出网络业务已占数据中心销售额约 19.6%,是云厂商通常水平的两倍。文章测算该季度数据中心计算收入约 715.7 亿美元、网络收入约 174.5 亿美元,并援引 CFO Collette Kress 与 CEO 黄仁勋的表态,称采购承诺已从 1190 亿美元增至 2790 亿美元,供应限制主要来自 DRAM、HBM 和闪存等组件。

    COMPUTE As the financial results have come out from the major suppliers of server components, we are getting a sense – finally – of how much larger demand is than supply. And in Nvidia’s discussion of its second quarter of fiscal 2026 results, Nvidia gave us some hints in its fiscal 2027 and 2028 years for everyone to contemplate and build their models. Back in April, when Intel reported its financial results for the first quarter of this year, the company said that the supply shortfall for its

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星期三

  1. The Register

    麦肯锡称企业 AI 终于"走上 ROI 之路

    麦肯锡《2026 年 AI 现状》报告调查 1719 名专业人士后称,企业 AI 已"走上 ROI 之路",但 37% 受访者表示 AI 对 EBIT 有"至少一些"影响,与 2025 年持平,仅 6% 达到高绩效标准。年收入超 10 亿美元的组织中,40% 正在规模化部署 AI 智能体,高于去年的 27%;20% 受访者称 AI 相关运营成本已限制其使用。

    ks It won't kill you, or humanity, to get off the AI upgrade treadmill New models arrive so fast, we already have more new tech than it's possible to understand in a career Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 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 in

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星期二

  1. Dwarkesh Patel Podcast & Blog

    Dylan Patel:到 2028 年,Anthropic 与 OpenAI 将掌握全球大部分算力

    SemiAnalysis 创始人 Dylan Patel 在播客中判断,Anthropic 和 OpenAI 到 2028 年将控制全球大部分可用 FLOPs,因为它们能更好地将算力变现、从而在竞价中压过所有对手。他提到今年 AI CapEx 略超 1 万亿美元,到 2028 年将超过 2 万亿美元,其中约三分之一的新增算力最终客户是这两家实验室;Anthropic 已在 Q2 开始盈利,OpenAI 也可能在 Q3 盈利。他还讨论到本十年末累计超 10 万亿美元的 AI 资本开支是否会引发主权债务危机。

    e tends to be around $10 or $13 or $15 million per megawatt. The most interesting aspect about what’s happening now is this: Before, if they served a model — GPT-4 being served on Nvidia Hopper GPUs — it was generating negative gross margin for OpenAI. But now, when OpenAI serves GPT-5.6 or Anthropic serves Opus 5 or Fable 5, their revenue generation has passed well beyond the incremental $10-15 million per megawatt. In the case of Anthropic, the revenue has gone as high as $50 million per megaw

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  2. Hugging Face精选

    IBM 发布 Granite 4.2 语言模型,详解其构建流程

    IBM 发布 Granite 4.2 系列语言模型,包含 3B、8B、30B 三个尺寸,均可输出思维链并支持 thinking 与非 thinking 模式,另设低推理预算的 low-effort 模式。8B 和 30B 额外经过智能体 RL 阶段,学习调用工具、编辑运行代码、操作终端和联网搜索,全部模型支持原生工具调用,可通过 OpenAI 兼容接口接入智能体框架。模型基于 Granite-4.1 base 后训练,SFT 数据约 720 万条、约 100B token,RL 采用异步 GRPO 分阶段课程,并已发布 FP8、NVFP4、MXFP4 和 GGUF 量化版本。

    ical llama.cpp tool as described in https://github.com/IBM/gguf gguf-conversion--quantization . Several GGUF formats are provided: We trained the Granite 4.2 language models on an NVIDIA GB200 NVL72 cluster hosted by CoreWeave, featuring: A 72-GPU NVLink domain for high-speed intra-rack communication A non-blocking Fat-Tree NDR 400 Gb/s InfiniBand fabric for full-bandwidth inter-rack connectivity Thousands of GPUs operating at cluster scale This infrastructure delivers the high-bandwidth, low-la

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  3. The Rundown AI

    Apple Mac mini 凭本地 AI 需求迎来复兴

    Apple 发布近两年来首款新 Mac mini,搭载 2nm M6 或 M5 Pro,并将其定位为可持续运行本地 AI 智能体的桌面设备。M6 版 AI 工作负载速度最高提升至 4 倍,统一内存最高 64GB;预购价 $899 起,预计 Sept. 22 交付。

    der 16, with platforms facing fines of up to 10% of global revenue for failing to enforce age checks. Orbital data-center startup Starcloud raised $250M at a $2.3B valuation, with Nvidia and Cisco backing its ambitious plan to build AI compute infrastructure in space. Tesla is recalling about 3M vehicles in China over emergency door handles that can become difficult to use after a crash and inadequate driver-attention monitoring. Rowan, Zach, Shubham, Jennifer, and Nate — The Rundown’s editorial

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  4. Ben's Bites

    Claude Code 支持手机端远程控制会话

    Claude Code 新增 Remote Control 功能,可在手机上启动新的 Claude Code 会话,笔记本与手机之间的断连可自动恢复,iOS 端会话加载更快。Anthropic 同时上线免费的 Claude Academy,提供 Claude 使用课程、教程和岗位指南。

    美元。 Claude Mythos 5 将为面向企业客户的 Claude Security 提供支持。这是 Mythos 首次在 Project Glasswing 之外推出。 Deepgram 刚刚发布了 Flux TTS,这是为实时对话打造的文字转语音。它的响应时间低至 80ms,可跨轮次携带上下文,并原生处理打断。启动一个流,在你的技术栈上测试它。 Nvidia 和 SpaceX 计划将 GPU 送入太空。 一个将你的 agent 轨迹转化为记忆的 Mac 应用。 一个用于发现产品中不一致、bug 和设计错误的技能。 最好的反垃圾技能之一,另有 10 个值得探索。 两个“简单解释”技能:/eli5 和 /eli5-for-grownups。 Stripe MCP——用 agent 分析你的 Stripe 数据。 Shopify 的创始人构建了一个开源 git 存储。(受 Cursor 启发) Andrew Ng 的构建和部署 AI 应用所需技能清单。 一座 AI 界面博物馆。 AI 芯片架构的视觉指南。 用 Grok Bot 设计 Grok Bot。 你的网站准备好迎接 age

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  5. Hugging Face

    量化感知修复(QAH):4-bit 压缩模型性能超越其全精度原版

    Hugging Face 博客介绍量化感知修复(QAH):不再从恢复后的 bfloat16 检查点蒸馏,而是直接以压缩前的原始模型为教师,通过 KL 散度蒸馏得到 MXFP4 4-bit 学生模型。GPT-OSS 120B 压缩至 60B 后经 QAH 量化,在 9 项基准中的 7 项超过其 bfloat16 版本,AA-LCR 提升 7.4、AIME 2025 提升 5.6,LiveCodeBench 以 66.5 反超 120B 教师的 66.0。与 QAT 相比,QAH 约 100 步达到峰值(快约 7 倍),而 QAT 在 1200 步时下滑近 19 分。

    cause of this, serious deployment pipelines add a recovery step, usually called healing, before the model goes into production. Recent open-weight releases such as rbtv77 gpt-oss, NVIDIA's Nemotron family, and our own Hypernova 60B all rely on some version of this compress-then-heal approach.\n\nThis is a really fascinating take on model compression 🤯🔥. The idea that a 4-bit model can actually outperform the full-precision version turns the usual assumption about quantization completely upside d

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星期一

  1. The Rundown AI

    中国人形机器人跑得比博尔特百米纪录更快

    天工 Ultra 在北京世界人形机器人运动会上以 9.39 秒跑完 100 米,快于博尔特的 9.58 秒世界纪录;Honor 的 Lightning 也以 9.47 秒完赛。天工 Ultra 还以 38.15 秒跑完 400 米,但部分参赛机器人出现无法起跑、摔倒或缺乏有效制动的问题。

    hly 1.4M paid trips a month. The details: Waymo’s new ASIC is in production in its latest robotaxi generation, Bloomberg reports, reducing its reliance on off-the-shelf chips from Nvidia and AMD. It delivers 1,000+ TOPS dedicated to front-end sensor processing, with Waymo saying onboard compute has scaled 20x in eight years. The ASIC debuts in Waymo’s sixth-gen Driver aboard the Ojai — a Zeekr-built minivan outfitted with Waymo’s autonomous hardware in Mesa, Arizona. California regulatory data s

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  2. The Rundown AI

    AI 前沿的神秘挑战者:Ox Alpha

    匿名模型 Ox Alpha 免费登陆 OpenRouter,支持 1M-token 上下文和多模态输入,面向编程与持续智能体任务。其 DeepSWE 子集完整测试得分为 63%,接近 Fable 5 且每项任务消耗的 Token 更少;早期线索指向智谱 AI,但开发者身份尚未揭晓。

    ts by up to 36% . Hugging Face , which hosts over 2M models and 1.5M datasets, is exploring a sale at $13B or more, up from its $4.5B valuation in 2023, Business Insider reported. Nvidia struck a $6B deal to license Poolside’s model-development technology and bring 100+ engineers onto the Nemotron team to build powerful open-weight models. Dr. Dre told the NYT he’s using AI in producing music, calling it a tool for creativity and noting that the only people who see it as a threat are those who h

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  3. The Register

    Canonical 资助布里斯托大学三年博士项目,研究用 AI 将大型 C 代码库翻译成安全 Rust

    Canonical 联合资助布里斯托大学编程语言研究组一个三年博士项目,研究 LLM 能否把“数十万行 C 代码”拆解为小组件并重写为安全、行为正确且可维护的 Rust。项目计划考察 snap-confine 和 AppArmor 两个具体工具,工程副总裁 Jon Seager 在 Ubuntu Discourse 论坛公布了这一投资。Seager 指出传统源码转换器常过度保留 C 结构,结果虽能编译为 Rust 却仍大量依赖 unsafe 操作。

    ks It won't kill you, or humanity, to get off the AI upgrade treadmill New models arrive so fast, we already have more new tech than it's possible to understand in a career Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 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 in

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  4. The Register

    软件就该能用:Software Should Work 2026 大会值得像追剧一样刷完

    The Register 专栏推荐 2026 年 7 月举办的 Software Should Work 2026 大会,认为其 13 个视频在质量、范围与相关性上达到罕见的平衡,可像追剧一样一口气看完。演讲者包括 Richard Feldman 对比 1996、2006、2026 年的 Web 技术栈并比较 TypeScript、Node.js、Python、Ruby、Rust、Zig、Go、Roc 八个语言与运行时网站,以及 SQLite 作者 Richard Hipp 讲述代码库如何随测试方法演变。

    ks It won't kill you, or humanity, to get off the AI upgrade treadmill New models arrive so fast, we already have more new tech than it's possible to understand in a career Cisco, Nvidia team up to build fatter, faster pluggable If you thought 1.6 Tbps was fast, just wait, Cisco's USFP targets 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 in

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  5. SemiAnalysis

    SemiAnalysis 发布 AgentX 1.0:百万上下文多轮智能体编码推理基准

    SemiAnalysis 发布 AgentX 1.0,称其为全球首个完全开源、100 万上下文的多轮智能体编码推理基准,以 Apache 2.0 许可发布,数据集构建投入超过 300 万美元。该基准被纳入 InferenceXv3,用智能体编码流量替代此前 8k 输入 1k 输出的单轮场景,测试矩阵运行在约 2MW 算力、1000 多颗芯片上,覆盖 MI355X、GB300 NVL72、GB200 NVL72、B300、B200、MI325、MI300X、H200 与 RTX Pro 服务器。SemiAnalysis 称其首个成果是已推动 vLLM、SGLang、TensorRT-LLM、ATOM、AITER、Dynamo、LMCache 和 Mooncake 等项目的 70 多个上游 PR,并计划在三到四周后发布 AgentX 更新文章。

    his month, and TPUs and Mi455X UALoE72 arrive later this year. Please drop a star if you found our free open source work valuable. It is great to see amazing performance from both NVIDIA and AMD on agentic workloads. NVIDIA does very good on a lot of frontier models while AMD also does well on some frontier models for specific comparsions. The most valuable thing AgentX produced in its first months was not the initial results. It was the massive industry impact the benchmark is already having. O

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