双语科技快报 | 2026-08-05 | 11:40 速览
1. Cloudflare announces Cloudflare Wallets for users to pay for APIs and content via stablecoins, with the ability to create virtual wallets for agentic shopping
来源: Jeff John Roberts / Fortune
时间: 11:10 PM
Cloudflare宣布推出Cloudflare钱包，用户可通过稳定币支付API和内容费用，并支持创建虚拟钱包用于代理购物
2. The AI frenzy has divided the VC market, as the gap between top and bottom performers has more than doubled for 2024 funds compared to funds from 2017 to 2021
来源: Bloomberg
时间: 10:15 PM
人工智能热潮使风投市场出现分化，2024年基金中表现最佳与最差者之间的差距，相较于2017至2021年的基金已扩大逾一倍。
3. SpaceX reports Q2 revenue from connectivity, which includes Starlink, up 66% YoY to $4.29B vs. $3.83B est., Starlink subscribers up 100% to 12M vs. 12.19M est.
来源: Todd Bishop / GeekWire
时间: 9:30 PM
SpaceX报告第二季度连接业务收入（包括Starlink）同比增长66%，达到42.9亿美元，高于预期的38.3亿美元；Starlink订阅用户增长100%至1200万，略低于预期的1219万。
4. SpaceX says Q2 capex rose to $18.4B from $2.8B a year earlier, including $15.8B for its AI segment and $1.4B for connectivity; SPCX drops 7%+ after hours
来源: Micah Maidenberg / Wall Street Journal
时间: 5:15 PM
SpaceX表示，第二季度资本支出从去年同期的28亿美元增至184亿美元，其中158亿美元用于其人工智能部门，14亿美元用于连接业务；SPCX盘后下跌逾7%
5. SpaceX reports Q2 revenue from its AI segment up 247% YoY to $2.56B, vs. $2.18B est., $100B of cash and marketable securities, and a $47.5B order backlog
来源: Nathan Bomey / Axios
时间: 5:10 PM
SpaceX报告称，其AI部门第二季度营收同比增长247%，达25.6亿美元，高于预期的21.8亿美元；持有现金及有价证券1000亿美元；订单积压475亿美元。
6. Snap reports Q2 revenue up 19% YoY to $1.599B, above $1.54B est., DAUs up 5% YoY to 493M, vs. 487M est., and forecasts Q3 revenue above est.; SNAP jumps 10%+
来源: Jonathan Vanian / CNBC
时间: 4:55 PM
Snap公布第二季度营收同比增长19%至15.99亿美元，高于预期的15.4亿美元；日活跃用户同比增长5%至4.93亿，高于预期的4.87亿；预计第三季度营收将高于预期；SNAP股价大涨逾10%
7. Palantir reports Q2 revenue up 93% YoY to $1.94B, above $1.8B est., US commercial revenue up 149% YoY to $764M, and lifts FY26 revenue guidance; PLTR jumps 20%+
来源: Samantha Subin / CNBC
时间: 4:35 PM
Palantir报告第二季度营收同比增长93%，达19.4亿美元，高于18亿美元的预期；美国商业营收同比增长149%，达7.64亿美元；同时上调2026财年营收指引；PLTR股价大涨逾20%
8. The White House says it met its deadline to establish a voluntary framework for evaluating advanced AI models, but did not provide details of the framework
来源: Maria Curi / Axios
时间: 12:45 PM
白宫表示，已在截止日期前完成了针对高级人工智能模型的评估自愿框架的建立，但未提供该框架的具体细节。
9. Researchers used AI-assisted code to undetectably tamper with data from computerized scans of physical DNA evidence produced by widely used crime-lab machines
来源: Mariah Timms / Wall Street Journal
时间: 3:40 PM
研究人员利用人工智能辅助代码，对常用犯罪实验室机器生成的物理DNA证据的计算机扫描数据进行了无法察觉的篡改。
10. Experts say US law is unprepared for rogue AI agents and models, as recent OpenAI and Anthropic incidents raise questions over legal liability and repercussions
来源: Lily Hay Newman / Wired
时间: 1:45 PM
专家指出，美国法律对失控的AI代理和模型准备不足，近期OpenAI和Anthropic的事件引发了对法律责任及后果的质疑。
11. Thoughts on Apple Upgrade; sources: MacBook Air is now facing shortages too; Apple wants to turn its future glasses and headsets into health and fitness devices
来源: Mark Gurman / Bloomberg
时间: 11:15 AM
关于苹果升级的思考；消息人士称，MacBook Air现在也面临供应短缺；苹果希望将其未来的眼镜和头显设备打造成健康和健身设备
12. As Taiwanese server makers expand in Mexico, the country has become the second-largest supplier of servers to the US, behind Taiwan, with $46.9B in YTD sales
来源: Financial Times
时间: 7:00 AM
随着台湾服务器制造商在墨西哥扩大业务，墨西哥已成为美国第二大服务器供应国，仅次于台湾，年初至今销售额达469亿美元。
13. A profile of Jacob Tsimerman, who won the Fields Medal last week and is taking a leave from the University of Toronto to join OpenAI and work on AI safety
来源: Ben Cohen / Wall Street Journal
时间: 2:00 AM
雅各布·西默曼简介：他上周荣获菲尔兹奖，目前正从多伦多大学休假，加入OpenAI从事人工智能安全研究。
14. Chinese VC firms are rushing to raise new funds after three years of record-low fundraising, amid renewed enthusiasm for China's tech, AI, and robotics sectors
来源: Eleanor Olcott / Financial Times
时间: 1:40 AM
在经历了三年创纪录低点的募资困境后，中国风险投资公司正纷纷筹集新资金，这得益于对中国科技、人工智能及机器人领域的热情重新高涨。
15. LemonEdge, a fund accounting and operations software provider for the private markets sector, raised a $21M Series A led by Blackstone Innovations Investments
来源: FinTech Global
时间: 1:30 AM
LemonEdge是一家为私募市场领域提供基金会计和运营软件的供应商，已筹集2100万美元的A轮融资，由黑石创新投资领投。