双语科技快报 | 2026-08-05 | 13:41 速览
1. A profile of livestream shopping app Whatnot, which added 20M accounts in 2025, facilitated the sale of ~$8B in goods, and is set for $1B+ in revenue in 2026
来源: Wall Street Journal
时间: 1:30 AM
直播购物应用Whatnot概况：2025年新增2000万账户，促成约80亿美元商品交易，预计2026年营收将突破10亿美元。
2. Sources: Samsung and SK Hynix are evaluating chipmaking equipment from China's AMEC for possible use at their Chinese factories, as they hedge against US curbs
来源: Reuters
时间: 12:35 AM
消息人士：三星和SK海力士正评估中微公司的芯片制造设备，拟在中国工厂使用，以对冲美国限制措施
3. 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。
4. 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
AI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年至2021年期间的基金，已扩大至两倍以上。
5. 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公布第二季度连接业务（含星链）收入同比增长66%，达42.9亿美元，高于预期的38.3亿美元；星链订阅用户数增长100%至1200万，略低于预期的1219万。
6. 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，其中包括其AI业务部门的158亿美元和连接业务的14亿美元；SPCX盘后下跌逾7%
7. 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业务板块第二季度营收同比增长247%，达到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；订单积压达475亿美元。
8. 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%，达15.99亿美元，高于市场预期的15.4亿美元；日活跃用户同比增长5%，达4.93亿，高于市场预期的4.87亿；并预测第三季度营收将高于预期；SNAP股价大涨逾10%。
9. 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公布第二季度营收同比增长93%，达19.4亿美元，高于预期的18亿美元；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%
10. 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评估先进人工智能模型的自愿框架的制定，但未提供该框架的具体细节。
11. A look at Central Asia's emerging data center race, led by Uzbekistan's 6MW TAS-1 due by year-end and Kazakhstan's 125MW facility with 100K Nvidia chips by 2027
来源: Yevgeniya Mikhailidi / Nikkei Asia
时间: 12:10 AM
审视中亚正在兴起的数据中心竞赛，其中乌兹别克斯坦6兆瓦的TAS-1项目将于年底前建成，而哈萨克斯坦的125兆瓦设施预计到2027年配备10万块英伟达芯片。
12. Four US states rolled back or paused data center tax incentives, and nine others are weighing repeal measures, potentially adding 7% or more to equipment costs
来源: Ann Davis Vaughan / The Information
时间: 8:10 PM
美国四个州已取消或暂停了数据中心的税收优惠政策，另有九个州正在考虑废除相关措施，这可能导致设备成本增加7%或更多。
13. 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AI辅助代码，对常用犯罪实验室设备生成的物理DNA证据的计算机扫描数据进行了无法察觉的篡改。
14. 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，美国法律尚未准备好应对失控的AI智能体与模型，近期OpenAI与Anthropic的事件引发了关于法律责任及后果的疑问。
15. 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
关于苹果产品升级的思考；消息人士称，MacBook Air目前也面临缺货；苹果希望将其未来的眼镜和头戴设备打造成健康和健身设备