双语科技快报 | 2026-08-04 | 00:40 速览
## 1. China has revised regulations to tighten protection of chip layout designs, including punitive damages for serious infringement, taking effect on October 15
来源: Eduardo Baptista / Reuters
时间: 12:20 PM
中国已修订相关法规，加强对芯片布图设计的保护，包括对严重侵权行为实施惩罚性赔偿，该规定自10月15日起施行。
## 2. Valar, which is making small modular nuclear reactors to power data centers, raised a $1B Series B led by Sequoia at a $6B post-money valuation
来源: Bloomberg
时间: 12:15 PM
Valar，一家致力于制造小型模块化核反应堆以为数据中心供电的公司，已完成由红杉资本领投的10亿美元B轮融资，融资后估值达到60亿美元。
## 3. Mariana Minerals, which builds and operates mines using its MarianaOS software platform, raised a $310M Series B, bringing its total funding to $400M
来源: Allie Garfinkle / Fortune
时间: 12:10 PM
Mariana Minerals，一家利用其MarianaOS软件平台建设和运营矿业的公司，成功筹集了3.1亿美元的B轮融资，使其总融资额达到4亿美元。
## 4. Sources detail how Tencent's Lightspeed studio has struggled to develop its GTA-like game Last Sentinel, which has burned hundreds of millions over six years
来源: Jason Schreier / Bloomberg
时间: 6:50 PM
消息人士详细说明了腾讯光子工作室在开发其类GTA游戏《Last Sentinel》过程中所遇到的困境，这款游戏六年来已烧掉数亿美元。
## 5. LLMs are moving from generating artifacts to creating hyper-custom worlds on demand, but can't audit their creations because they can't natively perceive videos
来源: Andrej Karpathy / @karpathy
时间: 5:25 PM
大语言模型正从生成作品转向按需创造高度定制化的世界，但由于它们无法原生感知视频，因此无法审视自己的创作成果。
## 6. An in-depth account of the past two days inside Situational Awareness, as Aschenbrenner assured investors he would focus on changes to his portfolio management
来源: Wall Street Journal
时间: 3:00 PM
过去两天“态势感知”内部情况的深度报道，阿申布伦纳向投资者保证，他将专注于其投资组合管理的调整。
## 7. Google rolls back an image generation tool in Google Earth to add “stronger guardrails” after concerns arose it can be used to create deepfake satellite imagery
来源: Geoff Brumfiel / NPR
时间: 2:45 PM
谷歌在谷歌地球中回滚了一款图像生成工具，以增加“更强的防护措施”，此前有担忧称该工具可被用于制作深度伪造的卫星图像。
## 8. Index Ventures has raised $2B in new capital: a $900M venture vehicle, $400M for seed financing, and an addition of $700M to a 2024 $1.5B growth fund
来源: Mark Bergen / Bloomberg
时间: 2:10 PM
Index Ventures已筹集20亿美元新资本：一只9亿美元的风险投资基金、4亿美元的种子融资，以及向2024年15亿美元增长基金追加的7亿美元。
## 9. Snap says its recommendation systems will be adjusted so only videos created by real people, not AI-generated ones, are eligible for Spotlight recommendations
来源: Lauren Forristal / TechCrunch
时间: 1:45 PM
Snap表示，其推荐系统将进行调整，使得只有由真人创作的视频，而非AI生成的视频，才有资格获得Spotlight推荐。
## 10. Sources: NXP is in talks to buy Ambarella, which has a market cap of ~$3.3B and makes image-processing chips for security cameras and self-driving cars
来源: Oliver Barnes / Financial Times
时间: 1:00 PM
消息人士称，恩智浦正洽谈收购安霸，后者市值约33亿美元，生产用于安防摄像头和自动驾驶汽车的图像处理芯片。
## 11. OpenAI says its models now have more than 1B active users and are used by more than 2M businesses
来源: Katherine Hamilton / Wall Street Journal
时间: 12:55 PM
OpenAI表示，其模型目前拥有超过10亿活跃用户，并被超过200万家企业使用。
## 12. Trump says he does not think Iran is behind a cyberattack on Minnesota water systems: “I think I blame it on Minnesota because they're grossly incompetent”
来源: Reuters
时间: 12:45 PM
特朗普表示，他认为伊朗并未参与对明尼苏达州供水系统的网络攻击：“我认为这要怪明尼苏达州，因为他们极其无能。”
## 13. Filing: Microsoft's product R&D roles declined for the second straight year as the company's total FY2026 headcount fell for the first time since 2016
来源: Todd Bishop / GeekWire
时间: 12:40 PM
申报文件显示：微软产品研发岗位连续第二年减少，公司2026财年总员工人数自2016年以来首次下降。
## 14. SpaceXAI says it will remove 69 gas turbines used to power the Colossus data centers near Memphis by July 2027, as it moves to a 1.2 GW natural gas power plant
来源: Tim De Chant / TechCrunch
时间: 11:45 AM
SpaceXAI表示，将在2027年7月之前拆除用于为孟菲斯附近Colossus数据中心供电的69台燃气轮机，届时将改用一座1.2吉瓦的天然气发电厂。
## 15. South Korea plans to inject ~$14B into its sovereign wealth fund for strategic investments in AI, data centers, and infrastructure, after a rout in tech stocks
来源: Haram Lim / Bloomberg
时间: 11:10 AM
韩国计划向其主权财富基金注资约140亿美元，用于人工智能、数据中心和基础设施领域的战略投资，此前科技股遭遇大幅抛售