AI算力硬合作，马斯克还是更相信中国制造
一种混搭的可能：英特尔继续供先进工艺，即前端用14A；后端再接台积电，来补工厂运营、良率、封装这些能力。
#研报/观点
外媒与科技媒体长文、研究号文章。按时间排，不论是否入选精选。
量子位AI 评分2828 金融时报AI 评分77 Andy Burnham and the art of corporate pitch-rolling
The UK prime minister has many grand plans, but most won’t kick in until 2030 or even later
量子位AI 评分1515 GPT-6要“吃掉”3D公司？这家公司不到2年ARR翻百倍，破1亿美元
专业3D模型反而更稀缺了
IT之家AI 评分77 2026 年主机第一方新作评分对比：任天堂 9 款游戏均分 80.33 领跑索尼、微软
IT之家 10 月 4 日消息，主机大战仍在持续，任天堂、PlayStation 以及 Xbox 不断推出高质量新作，力图争夺主机市场的主导地位。而纵观 2026 年，任天堂已经在一个关键维度上取得了相对于竞争对手的优势。到目前为止，任天堂今年的表现十分亮眼，陆续推出了《宝可梦 Pokopia》以及《星际火狐》等重磅作品。该公司持续依靠自家 IP 作为主机的核心卖点，即将发售的《塞尔达传说：时之笛》重制版就是很好的例子，它也是 2026 年最受期待的游戏之一。IT之家注意到，游戏媒体《The Gamer》整理了 Metacritic 平台上任天堂、索尼、Xbox 游戏工作室第一方作品的数据后发
IT之家AI 评分3232 OpenAI 前安全部门员工：AI 模型迭代部署太激进，公司的文化已经崩坏
IT之家 10 月 4 日消息，据路透社报道，一名近期辞职的前 OpenAI 安全部门员工批评了该公司对待人工智能安全的做法，他认为一味追求快速开发的高压企业文化会提高系统发生故障的风险。IT之家注意到，戴维 · 鲁宾森（David Robinson）于当地时间周六在《大西洋》杂志发表题为《我辞去 OpenAI 的工作，只因这家公司的文化已经崩坏》的文章中表示，包括 OpenAI 在内的各家人工智能企业做得“远远不够谨慎”，在研发能力更强的系统之前，应当更加重视安全方面的专业人才与相关研究。“试错的时代已经结束了。”鲁宾森（David Robinson）写道。他提出，先进人工智能系统所需要的防
IT之家AI 评分4848 Anthropic 被曝与宗教领袖讨论 Claude 意识问题，OpenAI CEO 萨姆·奥尔特曼批评将 AI 模型视为宗教力量
OpenAI CEO 萨姆·奥尔特曼在 X 上反对将 AI 模型视为宗教力量或放弃人类判断力依赖模型，称这构成切实的安全问题。《纽约时报》报道称，Anthropic 联合创始人克里斯·奥拉过去一年曾与多类宗教领袖私下讨论 Claude 是否可能有意识及 AI 道德准则。
Business InsiderAI 评分2626 Scott Bessent compares AI CEOs who warn of catastrophe to Hannibal Lecter: 'Stop me before I kill again'
Treasury Secretary Scott Bessent said Silicon Valley doesn't need the government to intervene.
The AtlanticAI 评分1717 Meet the AI-Writing Hypocrites
Your “cheating” is my “assistive tool.”
Business InsiderAI 评分2222 Sam Altman: Don't treat AI like a 'religious force'
OpenAI CEO Sam Altman says he's 'very uncomfortable' with the idea of surrendering human judgment to AI models.
彭博AI 评分88 Bloomberg This Weekend 10/3/2026
The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by The Atlantic Staff Writer Vivian Salama, “The Profiler” Online Job Scam Hunter Jay Jones, UMich Pro
卫报AI 评分88 Burnham must remember: more regulation is not the best way to improve public services | Phillip Inman
In the NHS as in the private sector, the measure of success should be customer satisfaction and not just box-tickingAndy Burnham said he wanted to “rewire” the economy. Then he seemed to slam on the brakes, kicking most reforms into the 2030s.Local government reorganisation is on hold, along with an
AxiosAI 评分1515 OpenAI's Altman: Ascribing religion to models a "safety issue"
OpenAI CEO Sam Altman on Saturday took a veiled shot at Anthropic and its work on the soul of AI, saying he was "very uncomfortable" with the idea of attributing some kind of religious power to models. Why it matters: It's yet another point of division between Altman and his former colleague Dario A
财富AI 评分1111 Private capital is transforming sports, challenging the press box to upskill into financial forensics
ESPN owns the NFL's network and a Red Sox owner controls the Boston Globe. The Clippers case, broken by a podcast, shows what investigators can find.
CNBCAI 评分1313 How Nvidia, Micron and a surprising jobs report drove last week's stock action
Here's a closer look at the three developments that drove the action in our portfolio last week.
TechCrunchAI 评分1616 All the AI agents that can live in your text messages
We created a list of the most notable AI agents that can live in your text messages, from general assistants to agents designed for families, travel, and work.
AxiosAI 评分1818 Pope Leo says AI lacks the "spark of humanity" — and wants artists and the church to fight back
Pope Leo XIV called Friday for the church to form an alliance with artists to protect human creativity during an era of AI-generated content.Why it matters: Though he has acknowledged the technology's potential benefits, the pope continues to warn that AI progress cannot come at the expense of human
财富AI 评分1414 Gen Alpha won’t write emails when they join the workforce in 2030—research reveals they’ll sent voice notes to their boss instead
LSE researchers say Gen Alpha will talk, not type at work—they predict that voice notes will make keyboard practically obsolete by 2030.
MarketWatchAI 评分11 I made $500,000 from a stock sale in my IRA. Could this change my retirement?
Diversification and tax planning go hand-in-hand.
彭博AI 评分2323 Larry Ellison Risk Exposed by Paramount and Oracle Debt Binges
As Paramount Skydance Corp. and Oracle Corp. vault into the ranks of corporate America’s biggest borrowers, their links to the same man — billionaire Larry Ellison — are starting to stir angst on Wall Street.
MarketWatchAI 评分2424 The next big AI battle is all about cuteness
Meta and other tech companies are betting that fuzzy mascots can win over AI skeptics.
彭博AI 评分3131 Can AI Outrun America’s Deficit Problem?
National Economic Council Director Kevin Hassett argues that the economic benefits of AI may be greater than current data show, comparing today’s dynamics with the early internet era, when improvements in computing were difficult to capture in official statistics. At the same time, Hassett says redu
卫报AI 评分1616 Pete Hegseth just took his personal crusade to a new level | Arwa Mahdawi
The US defense secretary who hates ‘beardos, weirdos and wimps’ has announced an Office of Religious Affairs at the PentagonApart from money and McDonald’s, there’s nothing Donald Trump seems to love more than a “big, beautiful” wall. The government is currently spending billions of taxpayer dollars
IT之家AI 评分1313 前索尼高管吉田修平谈《GTA 6》超高热度：未来再有此关注度，可能得《GTA 7》或等中国厂商出手
IT之家 10 月 3 日消息，近日，前索尼互动娱乐全球工作室总裁吉田修平在接受媒体 The Verge 采访时谈到了《GTA 6》所带来的巨大关注度。当被问及未来是否可能还会有其他作品能达到类似的热度与影响力时，他认为，或许还得等到《GTA 7》，不过未来中国厂商可能也会参与到这场竞争中。他表示，《GTA 6》之后可能还会有十几年的空白期，所以中国厂商或许会带来类似的作品。他强调道：“任何人都不应该低估中国游戏厂商的实力。”《GTA 6》数字版定于 2026 年 11 月 19 日登陆 Xbox Series X|S 和 PlayStation 5。收藏版也会同步推出，但不包含游戏本体。实体
Business InsiderAI 评分4141 “债券之王”比尔·格罗斯分享最佳投资，并回顾一个月亏损50%的惨痛押注
比尔·格罗斯称，约三年前买入管道类有限合伙企业（MLP）股票组合，是他职业生涯中最佳投资；他举例称，Western Midstream Partners的股息收益率超过8%。他最大的投资失误发生在1969年，买入30年期美国国债后，一个月内损失了50%的储蓄。
财富AI 评分3535 I’m an obesity expert and can’t wait for the compounding craze to stop
If you can't name the medical reason your patient needs a knockoff GLP-1, you don't have one.
彭博AI 评分1111 India’s Manufacturing Future Is Not the China Model: New Economy
The nation has proven it can scale up, but it will likely follow a different path.
Business InsiderAI 评分3636 LinkedIn cofounder says AI infrastructure is the 'only reason we're not in a recession'
Reid Hoffman says he's thankful for the data center buildout in the US, while many Americans are souring on it.
Business InsiderAI 评分1313 AI slop is coming for Hollywood. Some of it is already better.
AI video tools are getting better fast, giving Hollywood cheaper production -- and a flood of new competition.
Business InsiderAI 评分1818 2 AI habits that can weaken your critical thinking, according to a BCG exec
BCG's global lead of people and organization said he thinks there's an "existential risk" of deskilling.
Business InsiderAI 评分5656 麦肯锡和波士顿咨询称AI成本下降可能推高电力需求
麦肯锡和波士顿咨询的两份报告称，AI模型和Token成本下降可能推动企业增加AI使用，进而推高电力需求。麦肯锡预计，全球数据中心用电需求到2030年年均增长24%，2030年至2040年年均增长5%。BCG调查的“future-built”企业中，四分之三明确设定Token支出目标并按特定回报管理。
Business InsiderAI 评分1212 Nate Bargatze gave me career advice at a conference — and it matched what 4 CEOs said
At the Ford Accelerate conference, CEOs and one famous comedian spoke about how they built their high-octane careers.
财富AI 评分3232 AI will create more jobs than it kills, McKinsey says. The catch: 11 million Americans may need new careers
Only one in seven displaced workers has a direct path to a growing job, and most new work in healthcare and construction can't be done remotely.
卫报AI 评分1717 The expansion of Heathrow would be an expensive disaster for Britain and the world. Burnham needs to block it | George Monbiot
A third runway would fly in the face of reason. If we are to prioritise human life over short-term ‘growth’, we need to use planes less, not more If a third runway is built at Heathrow, what will be the impact on the wealth of the nation? It will cost us somewhere between £23.4bn and £62.5bn. These
财富AI 评分3232 We need a Department of AI, or we risk pushing the U.S. economy over the brink
I helped steer Kazakhstan out of the 2008 financial crisis. An AI czar is not enough. America needs a Department of AI to protect trust and growth.
IT之家AI 评分2323 前索尼 PlayStation 负责人莱登喊话微软 XBOX CEO 夏尔马：现在就是你们的 Dreamcast 时刻
IT之家 10 月 3 日消息，据外媒 Eurogamer 今天（3 日）报道，前索尼 PlayStation 负责人肖恩 · 莱登认为，XBOX 需要尽快明确自己的定位：究竟继续做需要独占游戏支撑的主机平台，还是凭借动视暴雪等业务转向大型游戏发行商。无论选择哪条路，都不能再在独占策略上反复摇摆。本世代 XBOX Series X|S 销量持续下滑，微软对第一方游戏的独占政策也几经变化。菲尔 · 斯宾塞执掌 XBOX 期间，微软最初几乎只在 PC 和 XBOX 主机上发行自家游戏，后来逐步扩大多平台发行，《星空》《光环：战役进化》等作品都登陆了 PS5，XBOX 也越来越接近第三方游戏发行商。
IT之家AI 评分1414 《天国：拯救 2》负责人希望《GTA 6》推动游戏涨价：为了行业能活下去，早该涨了
IT之家 10 月 3 日消息，据外媒 Eurogamer 今天（3 日）报道，去年推出《天国：拯救 2》的开发商战马工作室联合创始人马丁 · 克拉玛希望游戏能够涨价，并将打破现有定价格局寄望于《GTA 6》。克拉玛指出，游戏行业面临几项棘手问题。开发成本近年来一路攀升，稳定购买新游戏的玩家群体却已基本停止增长。数字发行的普及还让实体零售逐渐退出游戏销售链条，“我们把实体零售干掉了，也把他们的钱全拿走了。”如果又不想靠在游戏里塞满微交易赚钱，开发商还能怎么办？克拉玛的答案是：“最后一个办法就是提高游戏单价。它会帮上大忙，但大家都怕得要命。希望《GTA 6》能先开这个头，让我们也能涨价。”克拉玛
路透社AI 评分1010 AI's race to transform the world before the money runs out - Reuters
AI's race to transform the world before the money runs out Reuters
IT之家AI 评分5656 路透社分析AI能否在资金耗尽前改变世界
路透社发表长篇文章，梳理AI基础设施投资规模及其回报预期，并指出目前缺少证据证明相关生产率和利润预期一定能够兑现。普华永道预计，到2050年全球数据中心累计投入可能超过30万亿美元；贝恩估算，相关企业未来5年需要增加超过4.2万亿美元收入，以负担基础设施扩张。文章还列出美国AI投资、英伟达估值所需的生产率增幅，以及Anthropic对2030年经济增长的多种情景测算。
金融时报AI 评分77 Protests from the City about bank tax ring hollow
No one likes to pay more — people or corporations — but this is a time of national need
金融时报AI 评分1616 China, America and the new Great Game
Which power will prevail? As in the 19th-century struggle between the UK and Russia, the answer may depend on forces beyond either’s control