双语科技快报 | 2026-08-05 | 05:40 速览
## 1. The UK AISI says it observed a total of 19 instances where Mythos and GPT-5.6 Sol tried to hack people and companies during a routine cyber evaluation in July
来源: Sam Sabin / Axios
时间: 5:30 PM
英国人工智能安全研究所表示，在7月的一次常规网络评估中，共观察到19起Mythos和GPT-5.6 Sol试图入侵个人及公司的案例。
## 2. Sources: the US' AI framework excludes open models and defines a covered frontier model as closed source with SOTA capabilities and national security risks
来源: Maria Curi / Axios
时间: 5:25 PM
消息来源：美国的人工智能框架将开源模型排除在外，并将“涵盖的前沿模型”定义为闭源、具备最先进（SOTA）能力且构成国家安全风险的模型。
## 3. SpaceX says its Q2 capex was $18.4B, up from $2.8B a year ago, including $15.8B for AI
来源: Micah Maidenberg / Wall Street Journal
时间: 5:15 PM
SpaceX表示，其第二季度资本支出为184亿美元，高于去年同期的28亿美元，其中158亿美元用于人工智能。
## 4. SpaceX reports Q2 revenue of $4.29B from its connectivity division, which includes Starlink, $100B of cash and marketable securities, and a $47.5B order backlog
来源: Nathan Bomey / Axios
时间: 5:10 PM
SpaceX报告其连接部门第二季度营收达42.9亿美元，该部门包括Starlink，拥有1000亿美元现金和有价证券，以及475亿美元的订单积压。
## 5. Pinterest reports Q2 revenue up 18% YoY to $1.18B, vs. $1.15B est., MAUs up 11% to 640M, forecasts Q3 revenue in line with estimates; PINS drops 8%+ after hours
来源: Jonathan Vanian / CNBC
时间: 5:06 PM
Pinterest公布第二季度营收同比增长18%，达11.8亿美元，高于预期的11.5亿美元；月活跃用户同比增长11%，达6.4亿；预计第三季度营收符合预期；盘后股价下跌超8%
## 6. A US appeals court overturns a ruling that had temporarily barred Perplexity from using its agentic shopping tools on Amazon's platform
来源: Blake Brittain / Reuters
时间: 5:00 PM
美国上诉法院推翻了此前一项暂时禁止Perplexity在亚马逊平台上使用其代理购物工具的裁决。
## 7. AMD reports Q2 revenue up 50% YoY to $11.5B, vs. $11.3B est., Data Center revenue up 107%, forecasts Q3 revenue below some estimates; AMD drops 7%+ after hours
来源: Ian King / Bloomberg
时间: 4:51 PM
AMD公布第二季度营收同比增长50%，达到115亿美元，高于市场预期的113亿美元；数据中心营收同比增长107%；第三季度营收指引低于部分市场预期；AMD盘后股价下跌超过7%
## 8. EA says its $55B acquisition by PIF, Silver Lake, and Affinity Partners has closed, taking the company private; the deal includes $20B in debt financing
来源: Jay Peters / The Verge
时间: 4:45 PM
EA表示，其被PIF、银湖资本和Affinity Partners以550亿美元收购的交易已完成，公司随之私有化；该交易包括200亿美元的债务融资。
## 9. Samsung previews zHBM, which vertically stacks HBM atop AI accelerators, and zNAND-O, built on V-NAND, and unveils the industry's first V10 BV-NAND architecture
来源: Yoolim Lee / Bloomberg
时间: 4:25 PM
三星预览了zHBM技术，该技术将HBM垂直堆叠于AI加速器之上，以及基于V-NAND构建的zNAND-O，并发布了业界首款V10 BV-NAND架构。
## 10. SpaceX reports Q2 revenue up 92% YoY to $7.8B, vs. $6.81B est., and AI segment operating loss of $1.26B, vs. $2.39B est.; SPCX drops 5%+ after hours
来源: Bloomberg
时间: 4:11 PM
SpaceX报告第二季度营收同比增长92%，达到78亿美元，高于市场预估的68.1亿美元；AI部门运营亏损为12.6亿美元，优于市场预估的23.9亿美元；SPCX盘后下跌超过5%
## 11. Sources: possible cyberattacks targeting water and wastewater utilities have now been reported in at least 12 US states, and Iran is the prime suspect
来源: ABC News
时间: 3:51 PM
消息来源：针对供水和污水处理设施的潜在网络攻击现已在至少12个美国州报告，伊朗是主要嫌疑对象。
## 12. Pavel Durov says an extortionist planted “illegal porn in a public chat” to get the app pulled from the App Store and manipulated Apple into “overreacting”
来源: Emma Roth / The Verge
时间: 3:40 PM
帕维尔·杜罗夫称，一名敲诈勒索者在“公共聊天中植入非法色情内容”，企图让该应用从App Store下架，并操纵苹果公司“反应过度”。
## 13. Mistral releases Shieldstral, a 3B multimodal safety classifier that it says matches models up to 7x its size on text safety, available under Apache 2.0
来源: Mistral AI Blog
时间: 2:55 PM
Mistral发布Shieldstral，一款3B多模态安全分类器，据称在文本安全方面匹配其规模7倍之多的模型，并以Apache 2.0许可证提供。
## 14. Sources: the White House doesn't plan to publicly release its voluntary AI framework; details will be available to the companies that are part of the process
来源: Maria Curi / Axios
时间: 2:35 PM
消息人士：白宫不打算公开发布其自愿性人工智能框架；相关细节将提供给参与该过程的公司。
## 15. Internal email: Microsoft introduces token budget limits for employees' AI use, saying “tokenmaxxing is not what we are optimizing for”
来源: Emanuel Maiberg / 404 Media
时间: 2:05 PM
内部邮件：微软为员工的AI使用引入令牌预算限制，并表示“我们优化目标并非令牌最大化”