双语科技快报 | 2026-08-05 | 07:40 速览
## 1. Coupang reports Q2 revenue up 4% YoY to $8.9B and an operating loss of $556M, vs. $361M est., due to a $409M data breach fine; CPNG drops 7%+ after hours
来源: Yoolim Lee / Bloomberg
时间: 7:30 PM
库邦集团公布第二季度营收同比增长4%，达89亿美元，但因4.09亿美元的数据泄露罚款，运营亏损5.56亿美元，高于预期的3.61亿美元；CPNG盘后股价下跌逾7%。
## 2. SpaceX President Gwynne Shotwell says the company aims to build out ground-based infrastructure to complement its satellite network for “a true mobile service”
来源: Reuters
时间: 7:20 PM
SpaceX总裁格温·肖特威尔表示，公司计划建设地面基础设施，以补充其卫星网络，从而实现“真正的移动服务”。
## 3. HappyRobot, which uses AI to automate freight operator communications, raised a $150M Series C at a $1.2B valuation, after a $44M Series B in September 2025
来源: Lily Mae Lazarus / Fortune
时间: 9:05 AM
HappyRobot，一家利用AI实现货运运营商通信自动化的公司，在2025年9月完成4400万美元B轮融资后，又筹集了1.5亿美元C轮融资，估值达到12亿美元。
## 4. Sources: Polymarket is in early talks with prospective investors to raise ~$1B at a $20B+ valuation, up from $15B in April 2026 and $9B in October 2025
来源: Todd Gillespie / Bloomberg
时间: 8:40 AM
消息人士：Polymarket正与潜在投资者进行早期洽谈，计划以超过200亿美元的估值融资约10亿美元，较2026年4月的150亿美元和2025年10月的90亿美元有所提升。
## 5. Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta Infra, which says the deal is for six years
来源: Bloomberg
时间: 8:25 AM
消息来源：Anthropic已同意从英伟达支持的AI云初创公司Volta Infra购买价值100亿美元的计算能力，地点位于挪威。该公司表示，该协议为期六年。
## 6. AI cloud startup Volta Infra raised $300M led by a16z and Altimeter at a $2.4B valuation and says it landed a $10B contract with an unnamed leading AI developer
来源: Dina Bass / Bloomberg
时间: 7:35 AM
AI云初创公司Volta Infra在a16z和Altimeter领投下融资3亿美元，估值达24亿美元，并称已与一家未具名的领先AI开发商签订100亿美元合同。
## 7. Sources: CXMT is set to manufacture small quantities of LPDDR6 smartphone memory around 2026's end, as it seeks to compete with Micron, SK Hynix, and Samsung
来源: Bloomberg
时间: 7:20 AM
消息来源：长鑫存储（CXMT）计划于2026年底左右小批量生产LPDDR6智能手机内存，旨在与美光、SK海力士和三星展开竞争。
## 8. Sources: the FCC is drafting a restriction on US imports of new models of Chinese data center optical transceivers, set to take effect upon publication in 2026
来源: Alexandra Alper / Reuters
时间: 7:10 AM
消息人士：美国联邦通信委员会正在起草一项限制措施，禁止美国进口中国数据中心新型光收发器，该措施预计于2026年发布时生效。
## 9. Uber is defending 4,000+ rider sexual-violence lawsuits by aggressively examining plaintiffs' drinking, clothing, and more, after promising to protect survivors
来源: Emily Steel / New York Times
时间: 7:00 AM
优步在承诺保护幸存者之后，正通过积极审查原告的饮酒情况、衣着等细节，来应对4000多起乘客性暴力诉讼。
## 10. In a rare interview, Huawei's top chip scientist, Liao Heng, warns of the looming physical limits Western chipmakers face and lauds Huawei's Tau Scaling Law
来源: Bloomberg
时间: 6:50 AM
在一次罕见的采访中，华为顶尖芯片科学家廖恒警告称，西方芯片制造商即将面临物理极限，并盛赞华为的“涛式缩放定律”。
## 11. Sources: the US is focused on promoting US AI models to be more competitive, after officials considered taking a more interventionist approach to open-source AI
来源: New York Times
时间: 6:35 AM
消息人士称，美国在官员们考虑过对开源AI采取更为干预性的做法后，目前专注于推动美国AI模型更具竞争力。
## 12. Bending Spoons agrees to acquire Airtable in an all-cash deal valuing the US software company at $1.285B, set to close by 2026's end, its first post-IPO deal
来源: Reuters
时间: 6:30 AM
Bending Spoons同意以全现金交易收购Airtable，对这家美国软件公司的估值为12.85亿美元，交易预计在2026年底前完成，这是其上市后的首笔交易。
## 13. How Wall Street learned to love the blockchain, as US regulators accept tokenized assets can offer significant advantages in speed and efficiency
来源: Nikou Asgari / Financial Times
时间: 6:25 AM
华尔街如何爱上区块链，美国监管机构承认代币化资产在速度和效率方面可提供显著优势
## 14. Spotify reports Q2 revenue up 14% YoY to €4.78B, Premium Subscribers up 9% YoY to 300M, MAUs up 12% YoY to 777M, below its 778M guidance, and a €545M net income
来源: Todd Spangler / Variety
时间: 6:15 AM
Spotify公布第二季度营收同比增长14%，达到47.8亿欧元；高级订阅用户同比增长9%，达到3亿；月活跃用户同比增长12%，达到7.77亿，略低于其7.78亿的预期指引；净利润为5.45亿欧元。
## 15. Source: Apple passed $10B in annual sales in India for the first time in FY 2026, up from $9B in 2024-25 and $6B in 2022-23, as it expands its retail footprint
来源: Sankalp Phartiyal / Bloomberg
时间: 6:00 AM
苹果公司在2026财年首次在印度实现年度销售额突破100亿美元，较2024-25财年的90亿美元和2022-23财年的60亿美元有所增长，同时其零售业务版图也在不断扩大。