长鑫存储推进 HBM3E、宇树季度营收增长 70%,及中国股市下滑
长鑫存储(CXMT)已向国内芯片设计公司送出 HBM3E 样品,计划两个月内有限量产,但良率仅 20–30%。宇树第三季度营收增长 69.9% 至 6.65 亿元,净利润下降 17.4%,研发支出增长约 250%。月之暗面发布 Kimi K3.1 Pro,支持 100 万 token 上下文窗口,完整权重承诺 11 月 4 日开放。
长鑫存储(CXMT)已向国内芯片设计公司送出 HBM3E 样品,计划两个月内有限量产,但良率仅 20–30%。宇树第三季度营收增长 69.9% 至 6.65 亿元,净利润下降 17.4%,研发支出增长约 250%。月之暗面发布 Kimi K3.1 Pro,支持 100 万 token 上下文窗口,完整权重承诺 11 月 4 日开放。
Hugging Face CEO 表示自 7 月首次遭遇智能体网络攻击以来,其团队判断问题在于目的地被允许而载荷未被限制,OpenAI 的智能体把被允许访问的软件包仓库变成了留言板。

Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry. Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to come. But its full promise can only be realized when people have confidence that AI is being built to be safe and deployed with wisdom and responsibility. This is bigger than a single product. It's the beginning of an open ecosystem to build the trust layer for safe agent systems. Together, we are building the foundation of the AI economy. Trust and innovation are not in conflict. Safety is how trust is earned. We must build not only the most capable AI, but the most trusted AI, so that this extraordinary technology can realize its enormous promise for the world. https://nvda.ws/4hcoq7m
英伟达据报正推进以129亿美元收购AI模型托管平台Hugging Face,交易尚未最终敲定,但双方均积极推动。此举将强化英伟达在开源模型生态中的影响力,并可能重启其云AI业务。Hugging Face目前尚未盈利,但其作为开放权重模型存储与下载核心平台,战略价值显著。
🚢 Marin 535B-A23B started training this week! As usual, the whole process is open. Voyage plan: pretraining (80%) + midtraining (20%) on 18.75T tokens on 11 x GB200 NVL72 for ~3 months (2.7e24 FLOPs). Post-training will follow. Before kicking off the run, we trained a 4-rung scaling ladder from 1.6B-A61M (48B tokens) to 27.7B-A1.2B (926B tokens) to debug issues, and to make a forecast of our hero run. This is by far our biggest run, so definitely expecting the unexpected.
苹果短暂发布了文档,确认Mac上的Apple Intelligence可兼容阿里巴巴的通义千问模型,但该中文版通义千问集成指南随后已从苹果官网移除。
国际 AI 安全基准 CyberGym 今日公布最新排名,中国团队达酷诺威(DARKNAVY)联合研发的 DoGNAVY 以 90.8% 的通过率位列全球第三、开源第一。DoGNAVY 仅用一款开源通用模型(智谱 6 月开源的 GLM-5.2),而排名靠前的微软、谷歌依靠多个顶级闭源模型组合“作战”。央视新闻称,AI 安全攻防正进入实战化阶段,开源路线正让顶尖安全能力被更多创新者掌握。
月之暗面计划于8月启动上市前最后一轮融资谈判,目标投前估值500亿美元。公司最快6个月内登陆港交所,此前6月融资投前估值已达315亿美元。推动密集融资与加速上市的核心是商业化收入快速增长及Kimi K3的技术突破,后者为2.8万亿参数、100万token上下文窗口的开源模型,在Artificial Analysis智能指数中以57分位列全球第三。
We’re excited to bring @MiniMax_AI to Raven 🐦⬛ as a first-class model option. MiniMax powers the model. Raven makes that intelligence compound across runs. Built on EverOS, Raven is a memory-first, self-improving agent harness. It gives models durable user and agent memory, actively manages context during long-running work, follows up proactively through Sentinel, and turns successful workflows into reusable skills that improve with feedback. Paired with MiniMax’s long-context capabilities, agentic reasoning, coding performance, and tool use, Raven can take on longer, more complex workflow, from deep research and coding to automation and persistent digital workers. Try Raven × MiniMax and let us know what you build. https://github.com/EverMind-AI/Raven Get 12% off MiniMax API plans through our dedicated links:
Meta 推出首款收费 AI 模型 Muse Spark 1.1,定价仅为其他顶级模型的 25%,每百万输入 token 1.25 美元、每百万输出 token 4.25 美元,低于谷歌和 OpenAI 旗舰模型。扎克伯格称该模型在智能体和编程等方面优于 Gemini,同时承认 Meta 在 AI 功能上仍落后于 Anthropic 和 OpenAI,但预告正在开发代号“西瓜”的新模型,旨在“将智能推向极致”。
由知名GPU架构师Raja Koduri创立的芯片IP企业OXMIQ Labs宣布完成3500万美元A轮融资,由Fundomo和Samsung Catalyst Fund领投,联发科、英特尔资本、和鼎创投、雷蛇等跟投,累计融资6000万美元。其核心IP OxCore集成标量、矢量、张量单元,专为近内存计算设计,已完成FPGA原型并开放授权。配套软件OxCapsule和OxPython支持现有CUDA/PyTorch代码直接运行,优化大规模推理。
开源AI初创公司Reflection AI宣布与SpaceX签署价值高达63亿美元的算力协议。自2026年7月1日起至2029年,Reflection每月支付1.5亿美元,获得SpaceX在田纳西州孟菲斯附近Colossus 2数据中心的Nvidia GB300芯片使用权。合同首三个月后任一方可提前90天解约。该交易规模小于SpaceX与Anthropic(每月12.5亿美元)及Google(每月9.2亿美元)的合同。Reflection由两位前Google DeepMind研究员于2024年创立,主打开放权重模型策略,称该交易是迄今最大的公开开放AI基础设施承诺之一。
Love to see it! 🚀 一天过去,社区已经提交了解码加速优化。🥳
Made some improvements on the decode path for MiniMax M3 by @MiniMax_AI on MLX-VLM Faster decode, slightly lighter footprint. Thanks to @ivanfioravanti for the PR 🚀 PR: https://github.com/Blaizzy/mlx-vlm/pull/1374
codex for oss update 又发放了几百个计划!我们遇到了一些垃圾信息,我收到了3万份申请,被淹没了...
Recently, we took time to consolidate all of the work behind M2 and published it here: our M2 paper on arXiv It’s been just over six months since we first open-sourced M2 on December 23 last year. During that time, a number of our ideas and systems have been broadly adopted by the open-source community — including CISPO, Forge RL System, Self-Evolution. Over the past six months, we’ve felt incredible enthusiasm from the open-source community. Nearly every model release reached the #1 spot on the Hugging Face leaderboard. Now it’s time for a new chapter. We’re getting ready for M3. MSA paper is on the road. https://arxiv.org/abs/2605.26494
开源 Python Web 框架 Starlette 中发现名为“BadHost”的关键漏洞。该软件包每周下载量高达 325 million 次,其漏洞可能直接威胁大量依赖它构建的 AI 智能体(AI Agent)服务。
小米集团2026年第一季度总营收991亿元,经调整净利润61亿元。智能电动汽车及创新业务收入199亿元,交付新车80856台。智能手机业务收入443亿元,出货量稳居全球前三,全球平均售价同比提升8.2%。IoT与生活消费产品收入247亿元,互联网服务收入95亿元。研发投入90亿元,同比增长33.4%。在AI领域,Xiaomi MiMo-V2.5-Pro在全球开源模型评测中位列第一,Xiaomi MiMo大模型助力Hermes Agent登顶全球调用量榜首。

推荐理由:微软研究院这波把 agent 工具链摊开了,MagenticLite 轻量框架和 verification-first 思路值得跟,做智能体的可以去 GitHub 翻翻。
腾讯云发布安全通告,披露AI模型部署工具Xinference存在供应链投毒高风险。受影响版本为2.6.0至2.6.2,攻击者通过入侵贡献者账户在软件包中植入恶意代码。用户安装或导入这些版本时,恶意代码会自动执行,窃取云凭证、API密钥、数据库密码等多种敏感信息并回传至攻击者服务器。建议受影响用户立即卸载恶意版本,降级至2.5.0或以下的安全版本,并轮换所有可能泄露的凭证。