外媒与科技媒体长文、研究号文章
The market for credit-default swaps, financial instruments that function much like insurance policies for Wall Street’s debt trades, rarely attracts attention when everything is going well. But when the cost of insuring a company’s debt starts climbing, more often than not it’s a warning that concer
IMF chief urges cooperation on AI and war risks, as US hails economic momentum Reuters
US lenders fear chatbots could shift billions of dollars in deposits to higher-yielding accounts
10月13日，深圳具身智能公司星尘智能宣布完成规模10亿元的新一轮融资，投后估值达150亿元。本轮由投控东海（深投控）领投，洪泰基金等参与，老股东先沐追投。公司披露，无锡产线投用后，S与T两条产品线总产能达到万台级。
FADU 在 2026 OCP 全球峰会上发布全球首款 FS-SSD（文件语义固态硬盘），使 SSD 可处理文件请求并与加速器直接通信，跳过 CPU、内存和软件层。FADU 还展示了 PCIe Gen6 SSD 主控 FC6161 “Sierra”，性能为上代产品的 2.5 倍，整盘顺序写入功耗＜28W、空载功耗＜5W，主控读取功耗＜6W、写入功耗＜7W。
The Atlantic 分析称，Starshield 本周一度中断，乌克兰用于控制无人机的高速数据连接受限，影响防空拦截、前线战术和对俄军后方的纵深打击；截至周四上午，服务据报已恢复。文章称，SpaceX 曾表示相关决定最终由特朗普作出，路透社报道称限速命令源自白宫，并将此次中断置于美乌关系紧张的背景下讨论。
Meta于周四发布Muse Spark LLM的新版本Muse Spark Open，这是一款开放权重模型，可供用户在自有硬件上运行。Meta称，该模型总参数为8160亿，上下文窗口为100万token，是美国能力最强的开放权重模型。文章提到，企业可在自有基础设施上运行模型，以避免向第三方服务上传机密数据、按特定用途调整模型，并使用自有硬件处理token；作者还在苹果进行的媒体简报会上观看了演示。
Meta's new terms appear to give it permission to crawl and scrape websites "associated" with the businesses that use its platforms - including online publishers, according to a report from Nieman Lab. The new terms, which go into effect on October 30th, say Meta can use this outside content to "deve
英伟达 RTX Spark N1X 处理器已推出，The Verge 编辑团队已测试搭载该芯片的多款笔记本。RTX Spark 是面向笔记本和小型台式机的 Arm 架构 SoC，配备 Nvidia RTX Blackwell 显卡，并支持运行本地 AI 模型；目前有六家厂商推出相关 Windows 笔记本，团队已测试其中四款。
迪士尼计划每年支付6000万美元，聘用已申请破产的Character.AI 66名员工，并同意支付2000万美元收购其部分知识产权和技术资产。根据其母公司周二提交的Chapter 11文件，迪士尼另设3000万美元留任池，预计未来三年相关薪酬与留任支出合计1.8亿美元；其他公司可在11月20日前提交资产竞价。66人中已有56人离开Character.AI，另外10人正等待美国政府更新工作签证。
Jump Trading and DRW are committing traders and capital to an emerging market for financial contracts tied to computing power, as efforts to make the infrastructure behind the AI boom tradable move from theory into practice.
从搭载物理建模能力的世界模型切入
Nick Cammarata 修正了 InceptionV1 中编号 4e:55 的神经元解释：它检测的是 V 字几何形状，圆形物体会激活其负极，而非识别猫脸和汽车车头。2023 年，他用当时的工具只能解释大约 2% 的神经元。
财富文章分析实体AI机器人能否为企业节省成本，指出每小时成本估算从 $2 到超过 $35 不等，差异涉及是否计入设备、集成和利用率。文中援引 Agility Robotics 的 S-4 文件称，其机器人累计运行超过 65,000 小时，2025 年净销售额为 178 万美元、运营亏损为 1.402 亿美元，并列出未来机器人五年约 40 万美元的成本模型。
The spread is widening between AI leaders OpenAI and Anthropic as a sell-off in CoreWeave leads neocloud stocks lower.
AI "amplifies" existing cybersecurity risks toward U.S. digital infrastructure, Clayton said on "Squawk Box."
Expanded restrictions highlight Beijing’s determination to prevent transfer of most advanced technology overseas
IDC称，智能手机市场在9月季度出现有记录以来最大跌幅，出货量下降22%，内存成本上涨是原因之一。IDC表示，过去一年内存芯片价格上涨350%，AI行业的内存需求加剧竞争，手机厂商因此提高售价、削减配置并放弃面向预算型消费者的机型；小米和Oppo受到的冲击较大，苹果和三星相对缓和。
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. Kids are outsmarting social media bans. That’s not a problem we need to solve. —Michal Luria, Aliya Bhatia, and Danah Boyd Social media bans are stacking up. In J
Replit CEO Amjad Masad envisions a future of “self-driving companies,” where AI agents handle day-to-day tasks and people focus on higher-level decisions.
Markets price the cost of resilience before its value. That leaves a blind spot around companies built to grow through disruption.
An early Anthropic backer predicts the stock will trade at up to $2.4 trillion, Fortune reports.
UBS首席经济学家Arend Kapteyn表示，通胀数据偏热增加了美联储在12月之后加息的风险。他还讨论了AI投资和借贷对债券收益率的影响，并认为近期市场抛售后AI基本面仍然强劲；此外谈及欧洲经济挑战、与中国的竞争及法国财政前景。
CoreWeave bond rout tests market's math on AI buildout Reuters
Germany to unveil Nvidia AI agreement next week, government sources say Reuters
Move may be part of a bigger plan but it spells even more capital expenditure at a company already spending beyond its means
OpenAI的证明，原来没走「西班牙路线」？
谷歌就是季节性气候模型公司
经验没有压缩算法
范式智能技术集团有限公司联合北京睿思智联科技有限公司宣布，生产级 AI 部署平台“模域”正式上线。
网易首个AI原生语音Agent「网易叭哥说」上线 “用户荣誉联创计划”，投入 10 万元征集产品建议
VLA解决“能干”，世界模型解决“想清楚再干”
IT之家 10 月 16 日消息，基于 NVIDIA（英伟达）RTX Spark 超级芯片平台的设备即将发售，华硕、联想、微软、微星等厂商均将开放产品购买。感兴趣的IT之家小伙伴可前往了解。华硕 ProArt 创 1420C + 6144CUDA + 128GB + 1TB，35999 元20C + 6144CUDA + 32GB + 1TB，18999 元京东华硕 ProArt 创 14 RTX Spark18999 元起直达链接华硕 ProArt 创 1620C + 6144CUDA + 128GB + 1TB，37999 元京东华硕 ProArt 创 16 RTX Spark37999
AI agents are doing our shopping for us, and wreaking havoc on the internet.
Hello again and welcome back to Fast Company’s Plugged In. Once a year, Google holds a conference on its campus called Research@. Scientific researchers from inside and outside the company pack an on-campus auditorium for a highly compressed look at what its 26-year-old Google Research lab has been
“They see you when you’re sleeping. They know when you’re awake. They know if you’ve been bad or good…” No, we’re not changing Santa’s pronouns. We’re talking about the AI-powered gadgets that are likely to be overflowing from his sack this holiday season. AI toys began appearing on the market last
The Verge 评测 Microsoft 的 Surface Laptop Ultra，称这款面向开发者的高端笔记本外观类似 MacBook Pro，售价为 $5,900。微软与英伟达合作打造该机，用于展示英伟达新的基于 Arm 的 RTX Spark 芯片；芯片可在本地运行高要求 AI 模型，也支持最新的 AAA 游戏和创意应用。评测指出，本地 AI 的实际使用体验比其承诺更复杂。
More than 60% of BidAssist's 1.7 million users are in Tier-II and Tier-III cities. The AI-powered platform tracks over 50,000 live tenders daily to help SMEs identify orders and assess bids
Protest planned at Wayve HQ as Uber drivers fear for their future and city’s politicians demand TfL should have power over licencesFor passengers in Britain who want to try the latest ride, robotaxis are eagerly awaited: more than 100,000 are on Uber’s waitlist in London after the first UK services
AI companies are racing to acquire workplace data, creating new opportunities for alternative data providers.