2026年8月5日 · AI 资讯速览

倒卖英伟达GPU算力比火箭卫星来钱快！马斯克交出SpaceX首份财报

二季度AI收入暴涨247%

AI 才是不知疲倦的入侵狂魔，看来以后黑客也要失业了

最可怕的是，AI知道自己是实战，依然选择入侵     作者丨高允毅     编辑丨马晓宁

20万星里程碑达成！GitHub 封神技能包，专治 AI 瞎写、失忆、造屎山

20多个技能，包含需求规划、代码开发、工具安全、知识管理全流程。     作者丨高允毅     编辑丨岑   峰

IDC发布全球基础模型评估报告，阿里云是唯一入选“领导者”象限的中国厂商

近日，IDC发布《IDC MarketScape：Worldwide Foundation Model Software 2026 Vendor Assessment》（全球基础模型软件厂商评估）报告。全球共11家厂商上榜，阿里云凭借千问（Qwen）模型家族与千问AI平台入选“领导者（Leaders

独家丨入股亿能智光，拓竹首次对外投资昭示其扩张野心

亿能智光是第三代激光器领域的翘楚，拓竹入股此举昭示其对激光雕刻领域的觊觎。 作者丨姚单 编辑丨董子博 雷峰网·鲸犀独家获悉，亿能智光（深圳）科技有限公司（简称：亿能智光）自 2025 年 8 月成立以来，已相继完成种子轮、天使轮融资。其中，种子轮投资方为拓竹，天使轮投资方为中科创星

SpaceX has bought $329M worth of Tesla Megapacks so far this year

The purchase illustrates just how interconnected Elon Musk's universe of companies are.

AMD’s data center business is booming while gaming takes a backseat

Driven by demand for AI capacity, AMD's data center revenue more than doubled year-over-year in its latest earnings report, reaching $6.7 billion. Tha

SpaceX made more revenue as an AI company than a space company

SpaceX's AI revenue grew more than three times to $2.6 billion from the year before, mostly because of deals that the company made to provide compute

Texas halts data center connections to power grid amid overwhelming demand

Governor who touted Texas as AI “epicenter” pauses data center grid connections.

Open-weight AI models are catching up to the frontier. The safety gap remains.

A new SaferAI report finds Z.ai's open-weight GLM-5.2 approaches frontier AI capabilities while lacking key safety mitigations, renewing concerns that

Anthropic signs $10B deal with AI cloud startup Volta

Anthropic has been on a cloud partnership spree in recent months, and its latest move is reportedly a $10 billion deal with AI cloud startup Volta.

Meet Wrinkles, an app that uncovers the hidden stories of the places around you

Wrinkles, available on both iOS and Android, essentially acts as an AI-powered audio tour guide that reveals hidden history and local stories.

Nvidia doesn’t mess around: A week after open AI industry group formed, it’s already showing progress

The week-old Open Secure AI Alliance, spearheaded by Nvidia and grown to over 120 companies, already has proposals out for defending against AI agents

Third-party cyber evaluations involving OpenAI models

OpenAI explains recent third-party cybersecurity evaluation incidents and outlines new safeguards to strengthen AI model testing and evaluation.

How an OpenAI influencer trip backfired

The brand trip is a right of passage for influencers. It's a mark of legitimacy that a sponsor wants to invite them on an all-expenses-paid vacation,

‘Not healthy’ LLM use is more common than you think

Hank Green, a popular YouTuber and science communicator, said he is stepping back from production amid intense criticism over his use of AI. Green des

Spotify expands AI remix and covers project with Merlin partnership

Spotify says Merlin, which represents more than 30,000 independent labels and distributors, has joined Universal Music Group in backing its upcoming A

Texas halts new data centers as governor calls for audits

Tech companies and developers have been scouring the U.S. for places to build data centers, and they’ve been drawn to Texas’ loose regulations and see

Texas says data centers must pass an audit before connecting to the grid

Texas announced new a audit on data centers that could slow approval for new facilities seeking to connect to the state energy grid. Governor Greg Abb

Elon Musk spends half his time talking robots and AI on Tesla earnings calls

An analysis of the last seven years of Tesla earnings calls shows just how little attention Musk pays to Tesla's car business.

Apple says more ex-employees may have taken confidential data to OpenAI

Apple says its trade secrets investigation into OpenAI has widened. In a new court filing, Apple claims additional former staff may have retained or a

开源版Claude Science来了！零依赖、MIT协议，内置30+项科研Skills

北京大学&元空AI Agent联合实验室

Is the future of data centers portable? Runware builds a pod to find out

On Tuesday, AI infrastructure company Runware announced the launch of its own modular data center called Sonic Inference Pod.

超400万人在灵光App“手搓”AI应用，加速AI原生创作者生态形成

AI应用创作正从专业开发走向普罗大众。8月3日，灵光App宣布，其平台“闪应用”创作者已超过400万人，其中绝大多数为没有编程背景的普通用户，包括学生、教师、心理疗愈师、游戏发烧友、网文爱好者等群体。随着创作者规模不断扩大、应用类型日趋丰富，一个由普通用户驱动的AI原生应用生态正在加速形成。 平台数

The Download: US robot restrictions, and ICE’s DNA grab

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Trump’s AI p

EON wants to move the data superhighway from ocean fiber to space lasers

Endeavor Optical Networks is planning to launch the fastest space laser communications system yet built.

OpenAI drags Apple’s lawsuit into the court of public opinion

OpenAI says Apple’s lawsuit is “careless, aggressive, and oddly personal.” | Image: Cath Virginia / The Verge, Getty Images Apple's legal battle aga

算力筑基 智云赋能 | 仪电智算全力护航全国青少年人工智能大赛决赛

8月1日至8月3日，由中国福利会和中国妇女发展基金会共同主办的首届全国青少年人工智能大赛全国决赛在上海举办。作为首个落户上海的自然科学素养类白名单赛事，大赛以“智能向善 生长无限”为主题，设立五大前沿赛道，吸引全国近4万名中小学生参与初赛，数百名选手齐聚上海里滩文化中心角逐桂冠。作为中国福利会的战略

参数内卷的尽头，泳池机器人在等待一次范式转移

销量、品牌和渠道座次正在迅速成形，但泳池机器人的真正技术分水岭才刚刚出现。 过去几年，无线化降低了产品的使用门槛，也打开了亚马逊、大型商超和泳池专业渠道。率先抓住这一窗口的公司，已经建立起销量、品牌和货架优势。后来者面对的，不只是产品差距，还有漫长的渠道验证周期。 摆脱电线之后，许多泳池机器人仍然依

Can Reddit fend off a new wave of AI SEO spam?

Earlier this year, a Reddit user had asked members of a skincare-focused subreddit if anyone had tried a specific hypochlorous acid spray, a product o

数学家24小时驳回OpenAI攻破的猜想！“AI证对了每句话，但已跟原猜想无关”

第二天，就有一篇人类论文回应：AI提出的反例不成立

开发者苦 “造轮子” 久矣，HarmonyOS 7 正在抹平系统能力的接入鸿沟

Skill和Agent也能被封装调用

OpenAI天价网红公关活动，捅马蜂窝了

OpenAI+田园牧歌，画风属实太违和

发布当日，海外主流AI平台纷纷接入阿里Qwen3.8

8月3日，阿里巴巴正式发布新一代基座大模型Qwen3.8，编程与Agent能力大幅提升，整体性能位居全球大模型第一梯队。发布当日，OpenRouter、OpenCode、Hermes Agent、Command Code、Vercel、Novita、Charm、DeepInfra等多家海外主流API

腾讯混元Hy ASR 3.0 preview：让语音识别理解上下文

元宝已接入

全球唯一易三方新手漂移模式：腾势Z9S让新手也能玩漂移

8月3日，“科技豪华智能轿车”腾势Z9S正式开启预售！沿着“全球首款高性能电动智能超跑”腾势Z的顶级技术，腾势Z9S的“S”是Super，是超级，代表超美颜值、超长续航、超强驾控和超级智能，为悦己生活而来。它拥有十大全球第一顶尖科技，采用优雅之势设计语言，搭载第二代刀片电池及闪充技术，纯电续航110

DeepSeek低价风暴打服硅谷！海外平台争相倒贴V4 Flash

那还说啥了梁圣，我订阅费全给你就是了呗

资本重仓端侧物理AI：前海母基金数亿元押注，Om AI联汇加速端侧AI商业化落地

奇瑞长安东风集体入局，无人配送是「真风口」还是「新泡沫」？

“无人配送车的交付量，2025年较2024年增长七八倍，2026年又在前一年的基础上增长两三倍。对于一个重部署、重运营的To B场景来说，这已经是相当快的爆发速度。”易咖智车COO任亮亮告诉雷峰网。 无人配送车突然升温，并不是因为行业在2025年才完成技术突破，而是过去几年一直没有算过来的经济账，开

激流：中国科技投资的势能与锚点｜甲子引力X

8月，中国科技产业智库甲子光年将在北京举办“激流——2026甲子引力X科技产业投资大会”，共同探讨中国科技投资的新变化与新答案。

内容创作者不会搭 AI 工作流？TRAE Work 做了本40万字「入门宝典」

前不久，一位媒体朋友讲起他参加活动时看到的一幕，坐在他右边的记者，AI 录音笔和电脑上的 AI 助手同时开着，采访还没结束，资料整理已经开始；坐在他左边的记者，则还在用纸笔速记，回去以后再重新敲进 Word。 两个人坐在同一场活动里，但似乎跨越了两个时代。 过去半年，从自己身边同事、媒体朋友观察，现

亿级日活App的“算力生死劫”：推理成本倒挂，他们靠跨云架构砍掉75% GPU集群

出海AI，正被“三重算力锁链"捆死

三星被曝收缩中国手机布局：月销不足30万元的门店，将逐步清退；宗馥莉的「同父异母兄弟」成立新公司；约120万辆特斯拉汽车遭调查

要闻提示 1.三星被曝收缩中国手机布局：月销不足30万元的门店，将逐步清退 2.千问 Qwen3.8-Max 模型上线，阿里巴巴港股涨超7% 3.宗馥莉的“同父异母兄弟”成立新公司，实际控制人为杜建英 4.博导回应美国为何留不住杨植麟：他毅然拒绝苹果，选择回国创业 5.东方甄选主播称江小白

New ways to learn and teach with ChatGPT Work and Codex

Explore new education plugins for ChatGPT Work and Codex that help K–12 teachers, college educators, and students learn, teach, research, and build.

After killer quarter, Palantir CEO Alex Karp calls AI industry ‘Marxist’

After a quarter that delivered $1 billion in profit, Palantir CEO Alex Karp on Monday once again warned that AI frontier labs are too untrustworthy fo

US company’s AI lets Ukraine’s cheap kamikaze drones track targets on their own

$100 million deal gives 50,000 Ukrainian drones US-developed AI capabilities.

Apple is getting this wrong

OpenAI addresses Apple’s baseless lawsuit, corrects claims about its employees, and shares messages documenting what happened.

AWS is helping vibe-coding startup Superblocks, and the implications are big

AWS now allows vibe-coding tool Superblocks to be embedded into the private clouds of AWS customers. It's another step toward decoupling apps from mod

Design Arena creators raise $7.9 million to bring taste to AI models

Design Arena is used by 5.3 million people around the world, providing critical human evaluations to frontier labs.

Influencers draw backlash for attending OpenAI’s first luxury trip

OpenAI’s first-ever influencer brand trip is sparking online backlash as tensions over the use of AI continue.