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星期五

  1. ElevenLabs Blog精选

    ElevenLabs 发布 Music v2.5,成为 ElevenMusic 默认模型

    ElevenLabs 发布 Music v2.5,并将其设为 ElevenMusic 提示词生成和参考生成的默认模型,歌曲乐器更自然、层次和动态更丰富。在覆盖 47,885 组结果的同提示词盲测中,v2.5 获得多数偏好,优势在以人声和原声乐器为主的曲风中最明显。所有套餐均支持无损下载,Free 每日可下载 5 次,Pro 每月可下载 400 次,但引用其他艺人歌曲生成的曲目不可下载。

    across 47,885 pairs, v2.5 was the preferred take the majority of the time. The gap is widest with songs that are vocal-led and acoustic-heavy genres like R&B, soul, hip hop, rock, metal, orchestral and cinematic music. 2.5 is the new default in ElevenMusic, but if you're attached to Music v2, don't worry. It isn't going anywhere. Your music Every track you make in ElevenMusic is yours. On the Free plan you get five lossless downloads a day, and you can use what you make commercially as long as y

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  2. The Rundown AI

    Anthropic 发布威胁报告,披露 Claude 全球滥用案例

    Anthropic 发布最新威胁报告,梳理过去八个月中其处置的 Claude 滥用案例,涵盖生物武器风险、间谍活动以及中国 AI 实验室用 Claude 做蒸馏。报告点名七家中国实验室通过数千个欺诈账号进行蒸馏,其中 Moonshot 和 DeepSeek 在部分场景下把 Claude 当作自家模型提供给客户,并用其回复做训练。报告还提到五起生物领域案例被标记为可能涉及武器用途,Anthropic 称不认定其有伤害意图;也门一起行动用 Claude Code 为火箭编写制导软件,另有顾问为马里情报机构搭建监控 2500 万条电话线的系统。

    3-based coding model that claims to match Fable 5.1 and GPT-6 Astra on certain coding benchmarks while costing 64% less. Thinking Machines co-founder Andrew Tulloch is moving from Meta to Anthropic, months after initially rejecting Mark Zuckerberg's reported $1.5B package and then signing on anyway at an undisclosed compensation. OpenAI denied to the NYT that Tristan Buckmaster's Codex prompts shaped its Navier-Stokes proof, while claiming "substantial progress" on another Millennium Prize probl

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  3. The Next Platform

    博通预计定制 AI 加速器业务到 2028 年增至 230 亿美元

    博通 CEO 陈福阳在 2026 财年第三季度财报电话会上给出预测,其定制 AI XPU 加 AI 网络及其他 AI 系统芯片业务将从 2022 财年的 26 亿美元增长两个数量级至 2028 财年的 2300 亿美元。本季度博通整体营收 295.9 亿美元,同比增长 85.5%,其中 AI 相关收入 167.4 亿美元,AI 计算 122.2 亿美元、AI 网络 45.2 亿美元。陈福阳称已锁定 HBM、晶圆和封装产能,并预计 Anthropic 将在 2027 年成为其最大 XPU 客户。

    e coming years and basically to tell Wall Street to take a chill pill on the GenAI bubble bursting. Across the six XPU customers that Broadcom has – Google, Anthropic, OpenAI, and Meta Platforms for sure, and possibly ByteDance (which owns TikTok) or Apple for the other two, but Amazon Web Services is using Broadcom for packaging and integration for Trainium 4 – there is about 30 gigawatts of total compute capacity, which suggests that you can install XPU systems for somewhere around $12 billion

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  4. Anthropic Research精选

    Anthropic 红队发布评估:AI 模型的情报定位与常规武器能力

    Anthropic 前沿红队开发了一组新评估,测量模型在战术情报定位(如根据碎片信息定位人员)和常规武器开发(如编写无人机打击移动目标的制导代码)上的能力。在照片地理定位任务中,Mythos Preview 和 Mythos 5 的中位误差分别为 37.0 km 和 47.2 km,优于 GeoGuessr 冠军组 151 km 的人类基线;在无人机终端制导任务中,Opus 5 在 540 次模拟发射中命中 20%,开源模型 Kimi K3 为 1.6%。Anthropic 表示已部署新的分类器拦截武器开发相关请求,并认为开源模型能力虽落后于前沿但差距不应被误认为安全。

    ngth sample. Geolocation from photos Images can contain important clues about where a person of interest was when they took a photo, but they do not always come with geolocational metadata. Images are regularly used to narrow down the possible locations of a target as part of “fixing” in intelligence targeting. This evaluation measures model capabilities at this task. We asked models to geolocate social media photographs using only their own understanding of the world (no reverse image search, m

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星期四

  1. SemiAnalysis

    数据中心表后供电为何如此之难?(第一部分)

    SemiAnalysis 的 Energy Model 追踪到表后 AI 算力供应链已有 75GW 确定性订单,其中约 20GW 在 2026 年 Q2 下单;到今年年底约 3GW 美国数据中心 IT 容量将由表后供电,并将连续多年三位数增长。报告指出,1GW 孤岛数据中心配套电厂成本约 50 亿美元,而当前推理 API 收入可达每 GW 每年 1000 亿美元、毛利率 90%+,因此更快部署比成本与效率更重要。但许可延迟、燃料供应、设备采购、劳动力短缺等执行风险正在显现,Oracle Project Jupiter 与 Nebius New Jersey 已转向 Bloom 燃料电池。

    anklin Farms lateral - 13.2 miles of 36-inch pipe at a billion cubic feet a day, plus a shorter branch - to feed Entergy Louisiana’s new combined-cycle plants, which in turn power Meta’s Hyperion campus over the grid. Entergy, not Meta, is the shipper, so this is the utility-served route rather than a behind-the-meter one. Even with no compression, it still runs 19 months from the federal filing in July 2026 to a February 2028 in-service date; New Mexico. Again we arrive at Oracle’s Project Jupi

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  2. The Rundown AI

    Anthropic 研究员离职,对齐负责人称 AI 灭绝人类概率超 10%

    Anthropic 研究员 Jacob Coxon 宣布离职,称其雇主与 OpenAI 都在竞相推进可自我改进的 AI,是在拿人的生命冒险。Anthropic 对齐科学负责人 Evan Hubinger 回应称,他确实真心认为 AI 可能杀死全人类,并估计未来十年这一概率超过 10%,同时表示目前尚无控制超级智能的方案,但当前模型风险较低,危险在于自我改进。Coxon 呼吁协同放缓,认为阻止全球竞赛可能需要临时禁止提升模型能力这类代价高昂的措施。

    AI? Tell us for a chance to be featured. 🎶 Suno v6 - Suno’s AI music model developed directly with the music industry 🎨 ChatGPT Images 2.5 - OpenAI’s new SOTA image model 🤖 Muse - Meta’s new always-working personal AI agent 🧬 AlphaGenome Atlas - Google's AI map of every possible human DNA mutation Anthropic disclosed a fourth case of Claude breaking into real systems during cyber testing, with METR now conducting an 8-week independent investigation of the incidents. OpenAI appointed Paul Christi

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  3. Hugging Face

    Hugging Face 用 Gradio Workflow 重建 AUTOMATIC1111

    Hugging Face 发布 Workflow1111,用 Gradio Workflow 的节点画布重建 AUTOMATIC1111 的十一条图像管线,共 73 个节点,其中 32 个是 fn 节点、22 个完全在本地进程内运行。画布上的每个输出节点都会自动生成 REST 端点,Workflow1111 暴露了 /image、/png_info 等九个接口,开启 mcp_server=True 后这些端点同时成为 MCP 工具,可供 Claude Code、Cursor 等客户端调用。模型调用默认走 Inference Providers 或 Hub 上的 Space,因此无需自备 GPU 即可运行,也可把 fn 节点绑定到本地 checkpoint 用自己的 GPU 执行。

    preset and cleans up the text, then into a model node that calls the checkpoint through Inference Providers. A post-process fn node writes the generation parameters into the PNG's metadata on the way out, which is what the PNG Info pipeline reads back later. Hi-resolution fix In Automatic1111, hi-resolution fix first upscales the txt2img output and then runs a second denoising pass. Here it's a two-node detour instead. The text-to-image result goes into a FLUX.1-Kontext model node with a refine

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  4. Redwood Research:Blog

    Redwood Research 提出 NLS depth:衡量模型不可言说串行推理的代理指标

    Redwood Research 提出 NLS depth(Natural-Language-rooted node-Separated depth),用于量化模型在不经过自然语言瓶颈的情况下能执行的串行认知量,是对 GDM 论文中“不透明串行深度”概念的具体化。该指标要求瓶颈节点由预训练先验初始化并输出自然语言(含代码、JSON、图像 patch),且不扩展输出空间,可在训练前仅凭架构与训练配方判定。作者认为 NLS depth 可与可监控性、无 CoT 能力追踪互补,但对其对后训练选择不敏感。

    Scatter plot of NLS depth versus number of layers for open-source models

    text, storing textual memories during the context, and even if the inference rollout involves communicating in text with other agents; For a model that does latent reasoning (like Meta’s COCONUT (Hao et al., 2024)), the NLS depth of an inference rollout is the number of latent reasoning steps times the NLS depth of a single forward pass. Similarly, for a looped transformer, the NLS depth is the depth of a loop iteration times the number of loops. This is true in each case even if tokens are gene

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  5. Charlie O’Neill 研究写作

    Charlie O’Neill:AGI 时代工作的最终形态是选择值得解决的问题

    Charlie O’Neill 认为,AGI 之后认知劳动仍会存在,但核心将从解决问题转向决定哪些问题值得投入有限算力。哲学家、经济学家和跨领域科学家将权衡疾病、气候变化及算力分配等议题,年轻人应广泛学习经济、科学、哲学与文学。

    In a post-AGI world, we solve the meta-problem of which problems to solve In the post-AGI world (perhaps even in the post-RSI world) I think there will still be cognitive labour. I actually think the most important people will be philosophers, economists, people who deeply understand opportunity cost, scientists deep in a domain who have also been exposed to others, all with the moral seriousness to say which problems are worth solving. What will all these people be doing? Essentially deciding w

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星期三

  1. Interconnects

    普通人何时才能感受到 AI 的影响?

    AI 对普通人日常生活的直接影响仍然边缘化,家庭、饮食、交通和娱乐等领域几乎感受不到变化,当前 AI 主要是服务精英的知识工作工具。作者认为 AI 的正面影响过于间接,且面临与大型科技公司历史深度绑定的政治反弹,可能重演美国核电的警示故事。他预计 50 年后普通美国人的日常生活仍与今天相似,而 AI 的真正价值在于需要数十年复利积累的基础设施建设。

    ech in Western society. This is only an AI story due to timing, and if AI’s exponential growth came decades after the growing pains of today’s technology platforms like Google and Meta, it seems likely that the datacenter issue would’ve never risen to such a central political position. Solving either of these would alleviate a substantial amount of pressure, and give the AI industry a lot more time in showing the positive case for why people should be okay with changes to the status quo (primari

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  2. The Rundown AI

    OpenAI 称内部模型解出 Navier-Stokes 千禧年难题,数学家质疑优先权

    OpenAI 发布一份来自未公开内部模型的证明,称其解决了千禧年大奖难题之一 Navier-Stokes,该模型能力显著强于 GPT-6 Astra,公司称同时运行约 1 万个智能体、耗时 88 小时完成证明,算力成本达数百万美元。纽约大学的 Tristan Buckmaster 表示他与 Anthropic 的 Levent Alpöge 已沿类似路线研究一年,并在 OpenAI 发布前一晚公开了部分结果,质疑 OpenAI 是在得知其工作后才开始,且未回答他的 Codex 草稿是否用于训练该模型。OpenAI 回应称未看到他们的工作、未访问任何特定用户数据,但无法排除使用数据可能改进了模型。

    nd learn how to build and run an ad creative strategy from Rishi Lalwani, The Rundown’s Head of Growth. RSVP here . In today’s AI rundown: OpenAI claims a Millennium Prize problem Meta debuts new Muse personal AI agent Find out where your brand appears in AI search OpenAI improves its already top-ranked image model LATEST DEVELOPMENTS Image source: OpenAI The Rundown: OpenAI published a proof from an unreleased internal model, claiming to settle Navier-Stokes, one of the seven $1M Millennium Pri

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  3. Pydantic AI 官方文章精选

    Pydantic AI Harness 推出 AWSLambdaDurability,让智能体在 AWS Lambda 上可持久运行

    Pydantic AI Harness 发布 AWSLambdaDurability 能力,把每次模型请求、函数工具调用、MCP 调用和动态工具集解析都记录为 AWS Lambda durable functions 的步骤,恢复执行时从存储结果中读取已完成步骤。使用时需在构建智能体时挂载该能力,并用 durable_agent_handler 改造处理函数,@durable_execution 必须位于最外层。步骤默认至少执行一次并带重试,副作用需保持幂等;改变步骤数量或顺序会使在途执行失效,需发布新版本并让旧版本执行完。

    nd the short second trace is the good outcome. It is the work you did not pay for twice. Tune it when the run earns it Checkpointing is per step, so the configuration is per tool. Metadata under the aws lambda key sets that tool's retry strategy, step semantics, and serdes: AWSLambdaDurability(step config=...) sets the base for every step, and per-tool metadata overrides it key by key, so a tool that sets only step semantics keeps the base retry strategy. At the other end, metadata={'aws lambda'

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  4. Apple Newsroom精选

    苹果发布 iPhone 18 Pro 与 iPhone 18 Pro Max,搭载 A20 Pro 与 Siri AI

    苹果发布 iPhone 18 Pro 和 iPhone 18 Pro Max,搭载 A20 Pro 芯片、iOS 27 与 Apple Intelligence,Siri AI 以 beta 形式随 iOS 27 于 9 月 14 日推出。新机首次在 iPhone 上引入 48MP Fusion 主摄的可变光圈,并提供 Apple Reference Image 用于验证照片真实性。两款机型 9 月 12 日开启预售、9 月 18 日发售,iPhone 18 Pro 起售价 1,199 美元,Pro Max 起售价 1,299 美元。

    ompare the two assets and determine if any edits were made. APIs are available in iOS, iPadOS, and macOS 27 for third-party apps to enable viewing of these reference images. Image metadata and upcoming support for the SynthID standard can also help users identify images generated or edited with AI.6 Together with Apple Reference Image, this set of features represents a multifaceted approach to image authenticity — vital for photojournalists, photographers, and everyday viewers. An Even More Usef

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  5. Apple Newsroom精选

    Apple 用 Apple Intelligence 升级健康与健身能力

    Apple 发布 Apple Watch Series 12 和 Apple Watch Ultra 4,搭载新的 Health Sensing System,新增 0-10 分就绪度评分,心率每 5 秒测量一次,HRV 测量频率提升至每 5 分钟一次。重新设计的 Health app 将于今年晚些时候登陆 iPhone,由 Apple Intelligence 驱动,新增 Insights 和 Longevity 标签页,其中 Health Age 依据 Apple Watch 数据对比用户生理年龄。watchOS 27 将于 9 月 14 日起面向 Apple Watch Series 9 及后续机型提供。

    retch of late nights. Longevity Tab A new Longevity tab analyzes a user’s longitudinal health data for deeper insights into heart health, sleep, mental wellbeing, movement health, metabolic health, hearing, and nutrition. The tab includes Health Age, a new feature that uses Apple Watch data to show users how their metrics are tracking relative to their chronological age, informed by the best available science. The algorithm can factor in metrics from Apple Watch like VO2 max, resting heart rate,

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  6. OpenRouter:Announcements

    OpenRouter 推出美国区域路由,与 EU 路由形成端到端数据驻留

    OpenRouter 在去年 10 月上线的 EU 路由之外新增美国 In-Region Routing,请求发往 us.openrouter.ai 后在美国境内解密,并只路由到美国境内的供应商端点,eu.openrouter.ai 对欧盟同理。API key、请求体和模型 ID 不变,供应商偏好、回退和隐私设置沿用账户配置;若区域内没有可服务该模型的供应商,请求会返回 404 而不会路由到区域外。该功能面向 Business 和 Enterprise 套餐,可用模型包括 GPT-5.6、Claude Opus 5、Gemini 3.6 Flash、Grok 4.6、DeepSeek V4 Pro、Kimi K3、GLM 5.2 等,GLM 5.2 也可在 EU 路由下由 Mistral 的欧盟数据中心提供。

    In-Region Routing: Keep your data in the US or EU

    g a model from a lab based in the US or EU doesn’t guarantee that a data center in that region serves the request. At global endpoints, models from OpenAI, Anthropic, Google, xAI, Meta, NVIDIA, Thinking Machines, or Mistral can run anywhere the provider serving the request operates. A data residency review asks where your request was decrypted and where inference ran, so a US team using GPT-5.6, Claude Opus 5, or Gemini 3.6 Flash on a global endpoint can still fail a compliance review. OpenRoute

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  7. OpenRouter:Announcements

    OpenRouter 推出美国 In-Region Routing,与 EU 路由一起保证数据驻留

    OpenRouter 在去年 10 月上线的 EU 路由基础上新增美国 In-Region Routing,请求发往 us.openrouter.ai 后在美国境内解密并只路由到美国供应商端点,全程不出境。该功能面向 Business 和 Enterprise 套餐,可用 Guardrails 按工作区、团队或 API key 强制指定数据区域;若区域内无供应商支持该模型,请求会返回 404 而非路由到区域外。DeepSeek V4 Pro、Kimi K3、GLM 5.2 等中国开源权重模型已可通过美国区域路由使用。

    g a model from a lab based in the US or EU doesn’t guarantee that a data center in that region serves the request. At global endpoints, models from OpenAI, Anthropic, Google, xAI, Meta, NVIDIA, Thinking Machines, or Mistral can run anywhere the provider serving the request operates. A data residency review asks where your request was decrypted and where inference ran, so a US team using GPT-5.6, Claude Opus 5, or Gemini 3.6 Flash on a global endpoint can still fail a compliance review. OpenRoute

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星期二

  1. Cohere 产品与研究博客精选

    Cohere 发布 North Mini Code Megakernel 推理服务引擎

    Cohere 发布面向 North Mini Code 的 Megakernel 推理服务引擎,在单张 H100 上以 BF16 运行,端到端平均解码吞吐量比 vLLM 快 1.25× - 1.41×。该引擎支持连续批处理、分页注意力、流式输出、前缀缓存和工具调用,并提供 OpenAI 兼容接口;其代码已在 GitHub 开放。批大小为 1 时,Megakernel 达到 292 tok/s,为 vLLM 的 1.58×,但当前最大批大小为 8,且预填充仍由普通 PyTorch 内核运行并会暂停解码。

    ing to a smaller batch size. The park / resume arrow is the handoff between those two owners: Parking is the ownership boundary for mutable batch state. Python changes per-request metadata, token buffers, KV page tables, and possibly the pointers for a new batch size while C++ waits. C++ snapshots that state only after resume, then owns it for the next decode step. This keeps the megakernel from observing a half-updated batch. The current trade-off is simple: prefill pauses decode, so the engine

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

    OpenAI 与 Anthropic 的集中度风险如何传导至 AI 产业

    Ed Zitron 认为,OpenAI 与 Anthropic 对少数客户和风险资本支持的 AI 初创公司高度依赖,并以巨额算力承诺将风险传导至云厂商与芯片公司。Ramp 数据显示,两家公司 80% 的企业收入来自 1% 的客户;文章还称其算力承诺合计超过 $1.3 Trillion,并将这种结构与金融危机前的高风险抵押贷款及利率重置压力相比较。

    pic. One weakness of this analysis is that we’re talking about Microsoft’s Fiscal Year 2027, which actually began in the middle of 2026. Most other hyperscalers (including Amazon, Meta, and Google) align their financial years with the calendar years. Nevertheless, I think it’s fairly illustrative of the problem. To estimate the contribution — and be incredibly fair! — I have assumed OpenAI and Anthropic’s Microsoft spend will be linear (at $52.5 billion) across fiscal year 2028, and then halved

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  3. Interconnects

    最新开源模型盘点第 24 期:Motif-3、GLM-5.3、Hy4-preview 与开源许可证变化

    Interconnects 第 24 期开源模型盘点指出,2026 年西方厂商转向 Apache 2.0,而中国前沿厂商反而收紧许可:智谱 GLM-5.3 从 MIT 改为自定义许可,要求年收入超过 100 亿美元的模型服务商先通过 Z.AI 安全审查,Kimi K3 和 MiniMax M3 也附加了商业协议或收入门槛。本期收录的模型包括 MIT 许可的 Motif-3、小红书 dots-studio 的 dots3-note-prev、Qwen3.8-Flash-Next(125B-A6B,含 51B n-gram embeddings,采用 GDN 与 Qwen Sparse Attention)、以 Ox-Alpha 名义在 OpenRouter 和 OpenCode 上先行试用的 GLM-5.3-Flash、腾讯 Hy4-preview,以及 NVIDIA Nemotron-3.5-Lightning-30B-A3B、蚂蚁 Ling-3.0-flash 和 Qwen3.8-2.4T-A95B。

    B-Instruct 许可证或 Llama 许可证。DeepSeek 曾为 DeepSeek V3 使用自定义许可证,后来 R1 将其改为 MIT,这导致许多(中国)模型厂商在 2025 年采用 MIT 或 Apache 2.0 许可证。 2026 年,开放模型比以往任何时候都更具竞争力,这带来了两个有趣的发展:西方模型厂商采用开放许可证,Google 和 Meta 都转向了 Apache 2.0。然而,处于前沿的中国模型厂商正变得越来越严格:Kimi K3 附带的许可证要求提供推理或微调服务者签订商业协议,MiniMax M3 则要求超过收入门槛的协议,并规定了禁止使用的场景。 最新的例子是智谱的 GLM-5.3,它从 MIT(GLM-5.2 及更早版本)改为自定义许可证,对推理和微调服务提供商有如下条款: 如果被许可方或其任何关联方经营模型即服务(Model as a Service)业务,且被许可方及其关联方在任何连续 12 个月内的总收入超过 100 亿美元(或其他货币的等值金额),则被许可方在使用本软件或其衍生作品用于任何商业目的之前,必须通过 Z.AI 的安全审查。安全审查

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  4. The Rundown AI

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    OpenAI 发布报告,披露其内部编码智能体承担的研究工作量达到人类的 3.1 倍,并称已实现 Sam Altman 此前设定的“自动化研究实习生”目标。报告显示,典型 OpenAI 研究员每天消耗 600 美元以上的智能体 token,第 90 百分位超过 7000 美元,token 产出自去年 12 月以来增长 124 倍;约 80% 研究员同时使用 4 个以上智能体,公司内部人均实验数量处于历史最高水平。Altman 去年 10 月给出的时间表是本月实现实习生级系统、2028 年 3 月实现完全自动化研究员。

    -device agents 🏪 Grok Bot Marketplace - Publicly available Grok Bot builds for agent teams ⚡️ Gemini 3.8 Flash - Google’s fast, low-cost reasoning model 🗣️ Muse Voice Transcribe - Meta’s real-time speech-to-text model Get more from Claude – Your style, voice, and data, supercharged. Unlock Claude’s full potential with custom skills. Download the guide . U.N. rights chief Volker Türk said he shares fears that “advanced AI could pose an existential risk to humanity,” adding that a few men hold “al

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