SK 海力士预测:2030 年 AI 基础设施性能规模将增长约 20 倍
SK 海力士开发总管安炫在 SEDEX 2026 上预测,到 2030 年 AI 基础设施性能规模将增长约 20 倍。他指出 AI 推理市场正沿任务复杂度、上下文长度和请求量三个维度扩张,KV Cache 容量膨胀使数据需分摊存储于 HBM、DRAM 与 SSD,数据迁移成为性能与能耗新瓶颈。
SK 海力士开发总管安炫在 SEDEX 2026 上预测,到 2030 年 AI 基础设施性能规模将增长约 20 倍。他指出 AI 推理市场正沿任务复杂度、上下文长度和请求量三个维度扩张,KV Cache 容量膨胀使数据需分摊存储于 HBM、DRAM 与 SSD,数据迁移成为性能与能耗新瓶颈。
日立制作所推出木制数据中心,为其小型数据中心“Flexible Design Container”的新型号,采用模块化设计以降低部署成本和周期。该产品在立柱、横梁等承重结构中使用木材,据估算可实现 20 吨二氧化碳减排,抗震达最高等级“I 类”,寿命超 30 年。
豆包工作上线 AI 资产一键迁移功能,支持把 ChatGPT 和 Claude Code 里的对话、技能(skill、connector、custom instructions)和记忆导入继续使用,作者机器上检测到 Claude 240 项、ChatGPT 682 项可导入,一两分钟完成,导入的历史会话可继续对话且上下文连贯。
ServiceNow 和 McGill 的论文推出 AgentHorizon 基准,包含来自人工屏幕录制的 1,373 个判官任务,通过交换近同任务的指令构造干净的失败样本。
百度世界 2026 将于 11 月 12 日在北京举行!🚀 今年我们将探讨组织如何重新设计流程、推动创新,并大规模交付 AI 解决方案。 敬请期待!
Anthropic 宣布开设新加坡办公室,这是其在亚太的第五个办公室,并与新加坡数字发展与新闻部签署 MOU,合作涵盖 AI 安全、模型评估、研究及公共和私营部门的负责任采用。
Liquid AI 发布开源权重推理模型 LFM2.5-24B-A2B,总参数 24B、每 token 激活约 2.45B,上下文 131,072 tokens,专为笔记本和迷你 PC 上的多步工具调用 Agent 设计,在 Apple M5 Max 上通过 llama.cpp Q4_K_M 达到 184 tok/s。
MarkTechPost 发布 2026 年 9 大 AI 网关排名,Bifrost 以 Go 二进制、Apache 2.0 许可和 5,000 RPS 下 11 µs 开销居首,Portkey 以 MIT 许可、1,600+ 模型和内置护栏列第二,LiteLLM 凭 53.8K GitHub stars 和 100+ 提供商成为采用最广的开源网关。
安全团队 XBOW 借助 OpenAI 的 GPT-5.6 Sol 等模型和四名研究人员,仅用 6 天攻破 Chrome 漏洞并获得系统完全访问权限,相关漏洞影响约 10 亿用户。AI 负责搜索源代码、测试想法和编写漏洞利用程序初始版本,算力成本约 4 万美元;漏洞已报告并修复,谷歌发放 25 万美元赏金。
Stanford HAI 新晋访问研究员 Deb Raji 指出,AI 政策最难的未解问题是执法,即如何让企业真正改变行为并建立政府的执法能力。她当前研究 AI 问责基础设施,关注透明度文档模板、事件监测数据库与 AI 审计的落地工具,并聚焦政府、教育、医疗等无法退出的 AI 部署场景。
“全国网络辟谣”公众号 10 月 14 日发文称,网传“禁止教师用 AI 备课”系对山东、云南、黑龙江等地规范的误读,政策核心是“鼓励用、不滥用”。教育部教师队伍建设专家指导委员会 2025 年 11 月发布《教师生成式人工智能应用指引(第一版)》,引导教师“愿用、会用、善用”AI,并提供 30 个具体应用场景。政策要求教师保留教学设计主体责任,AI 是辅助工具而非替代者。
DAILY AI BRIEF 🗞 — Oct 13 META 🔥: - Meta released Muse Wonder, its first frontier model, on the Meta Model API and in Muse Code at $4/$20 per million input/output tokens. - Muse Wonder Full, Meta's max-reasoning variant, is launching only for Muse Code subscribers and won't be offered on the API. SPACEXSI 🔥: - SpaceXSI introduced The X Subscription, one set of plans covering Grok, Cursor and X Premium: Plus $8, Premium $30, Super $100 and Ultra $200 per month. GOOGLE 🔥: - Gemini 4 Argon is set to arrive today for Google AI Ultra subscribers. - Antigravity CLI 1.3.4 adds Gemini 4 Argon model variants in low, medium and high. - The Gemini app is merging its Spark agent into the main chat with new "Chat" and "Task" toggles and a "Scheduled" page. - Google is preparing Gempix 3 Pro, likely Nano Banana 3 Pro, built on Gemini 4 Argon. - Google launched Fitbit Edge, a $179 fitness tracker with a display and GPS, along with Google Health app updates. ANTHROPIC 🔥: - Claude Opus 5.5 is reportedly sometimes routing to a newer Anthropic checkpoint with stronger coding and 3D outputs. MICROSOFT 🔥: - Microsoft announced Maia 300, its third-gen in-house AI inference chip, rolling out to production in 2027. OPENAI 🔥: - Codex got another global usage-limit reset on Day 8. - OpenAI reopened applications for its Codex Ambassador program. NVIDIA 🔥: - NVIDIA is opening its Vera Rubin architecture to the Open Compute Project ecosystem to help scale AI factories. AMAZON 🔥: - Amazon Bedrock AgentCore now has consumption-based pricing for short-term memory. * Used Grok to compose this brief, cherry-picking the news and doing some post-editing.
AMD CEO 苏姿丰 10 月 12 日在开放计算项目全球峰会上表示,2026 年是真正的“AI 推理之年”,预计推理将占据约 60% 的市场份额。
犹他州 Carbon County 拟建 Valar 核能数据中心,当地居民因该州核试验历史及水资源紧张表示反对。该县还面临 Altigen 的 1200 英亩 "Jurassic Spark" 天然气数据中心项目,初期规划 250 兆瓦燃气电厂,最终可能达 3 吉瓦。犹他州去年通过 SB 132,允许能耗超 100 兆瓦的企业自建发电站,引发燃气电厂建设潮。
Announcing the HY Image Challenge winners! We received so many creative submissions, and picking just 3 winners was hard. Together with the @TencentHunyuan team, we selected 3 winners and rounded up some of our favorite creations. Check out their work below 👇
Hi, I'm Felix. I'm an eng lead working on Claude. I love watching people take flight and do things they never thought possible. We often describe that as "being more ambitious" when using AI, which is tricky advice to follow. I wrote a tutorial: https://felixrieseberg.com/how-to-be-more-ambitious-a-tutorial-for-humans-with-models/
Codex 应用上的线程占用空间最多减少 60%,这是对我们优化 Codex 从磁盘读取数据方式的补充! 更多长时间运行的线程,冲!
Day 9/ We've rolled out optimizations to how we store state on disk for the chatgpt & codex desktop app that should reduce the amount stored on disk by 60%. Small ship but we've heard enough feedback about power users running out of disk space.
Artificial Analysis 将 DeepSeek V4.1 Flash 加入其智能体推理性能基准 AA-AgentPerf,榜单现覆盖四款模型。
阿里千问办公发布面向电商行业的 AI 生产力工具千问办公电商版,定位为独立第三方电商 Agent,已开启邀测,用户在千问办公中切换“电商经营”模式即可体验。该版本推出跨平台经营看板、趋势洞察及卖点分析、爆款素材批量生成、跨平台 ROI 智能优化等功能,并已接入生意参谋、有赞、千牛等主流经营工具。目前千问办公 20% 的付费用户是电商用户。
NVIDIA 宣布一项为期五年、价值 2.5 亿美元的算力捐赠,每年提供 5000 万美元算力,支持英国智能体安全与安保研究。大部分算力面向英国更广泛的 AI 安全研究社区,部分支持牛津大学牵头的 BOLD、UCL 牵头的 SOFAIR 和帝国理工学院,涵盖智能体基础模型、开源 AI 架构和机器人安全。
New on our Engineering blog: Creating in-house source control. In May, we merged around 2,500 code changes per day. In September, we merged more than 30,000 per day. As a result, we became bottlenecked by developer infrastructure built for human (rather than agent) scale. Here, we share how we built a new version control system—and fully migrated our monorepo from git—in five months: https://www.anthropic.com/engineering/redesigning-source-control
作者实测 Google Gemini 4 Argon 的写作能力,让其以起点修真小说风格自写更新公告。该模型统一了 100 万 token 的输入输出窗口(此前输出上限为 64K),官方称回答更直接、减少套话、更好遵循提示词。API 定价为百万输入 2 美元、百万输出 10 美元,11 月 30 日后价格翻倍。
欧洲多国城市与软件伙伴正基于 NVIDIA 加速计算构建物理 AI 智能体和数字孪生,用于城市运营与公共服务。法国 Côte-d'Or 在 500 多栋公共建筑中部署运营智能体,将文档检索时间从数周缩短至数分钟,运营总成本降低 10%,规模化目标为 30%。
NVIDIA 宣布五年 2.5 亿美元算力投入,用于加强英国智能体安全与安保研究,并以全球联盟创始合作伙伴身份加入 Earthshot Prize。
New on our Engineering blog: Creating in-house source control. In May, we merged around 2,500 code changes per day. In September, we merged more than 30,000 per day. As a result, we became bottlenecked by developer infrastructure built for human (rather than agent) scale. Here, we share how we built a new version control system—and fully migrated our monorepo from git—in five months: https://www.anthropic.com/engineering/redesigning-source-control
For those who didn't want the headache here is the same video, but removing the added effects so the light flashing isn't happening anymore or the harsh coloration. I hope this version is more enjoyable for those who share the same problem. Thanks for letting me know. Much love. 🫶 All for You ❤️🔥@grok @imagine
I made a Grok Bot that can use Suno, Midjourney, and Opus to make music videos "Claudia" (the Grok Bot) made this teaser autonomously with @imagine https://x.ai/bot/zvsgYtQHUcSKGRhAb_JzM
I just gave my a Grokbot four years of past tax returns and financial files. Just a dump of folders and unlabled files. K-1s, 1099s, mortgage statements, HSA records, and every email with our CPA. 266 files. I just said, please double check my CPA's work. A few minutes later, it had found a lot of mistakes. Mortgage interest left off our 2022 return entirely. HSA payroll contributions counted twice, four years in a row, which created a penalty tax that never should have existed. A missing IRA form for Jen that would have cost us. On this year's return: home office errors, two K-1s missing, an outdated 1099, and startup losses we never claimed. And a retirement contribution the return already deducted...that we hadn't actually deposited. I sent it all to our CPA. They sent back an amended return. The bot reviewed that too. One fix went the wrong direction. The explanation had typos. Three versions later, all in one afternoon, it said ready to sign. Just a few hours start to finish. With about 90 seconds of my time and attention required. I was just the meat proxy hitting send as Grokbot watched the replies in my email. Our CPA is great and turned every fix around the same day. We chatted afterwards. He wanted to know what I was using - just normal ole' grokbot. I asked him what he was using? No AI tools. I set him up with @magnetictax for next season (we're an investor). All CPAs should be using Magnetic Tax or something like it. Every single one. All individuals should be double checking the work and past work with Grokbot or something like that. Want to copy the exact the prompt I used? it was just this: "Please do a thorough review of my taxes and help me understand if my CPA made any mistakes" "Think deeply" Or just tag your bot into this thread.
苹果 iPhone Duo 折叠屏国行版(型号 A3721)9 月 29 日换证,新增三个大模型备案编号:Apple 智能、通义万相、通义千问。阿里称千问将作为 AI 能力集成至 Apple 智能,为 iOS、iPadOS、macOS 和 visionOS 中国用户提供文本与图像理解、内容生成等能力。该机国行 10 月 16 日晚 8 点开启预购,10 月 23 日发售,15999 元起。
さくらインターネット、PFN 和 NICT 宣布启动「能動的評価基盤」的社会落地,用于持续评估和改善生成 AI。该基盤由 NICT 开发,可自动生成「きわどいプロンプト」并自动评估输出,检测仇恨言论、诽谤、幻觉及失衡输出,并自动合成改善用学习数据。さくらインターネット计划来年度内在其「さくらの AI Engine」上试运行,PFN 将开发 PLaMo 3.0 Prime 后继模型并接入该基盤。