双语科技快报 | 2026-08-07 | 13:40 速览
1. Sources: ByteDance is pretraining an AI model with up to 10T parameters, roughly 3x larger than Kimi K3 and larger than the 8T estimate for Anthropic's Mythos 5
来源: Financial Times
时间: 1:01 AM
消息人士称，字节跳动正在预训练一个参数高达10万亿的AI模型，其规模约为Kimi K3的3倍，也超过了Anthropic Mythos 5预估的8万亿参数。
2. Sources: an addendum to the bipartisan Clarity Act would force President Trump to divest from crypto businesses, letting him defer paying taxes on the gains
来源: Bloomberg
时间: 12:50 AM
消息人士称，《清晰法案》的两党修正案将迫使特朗普总统剥离加密货币业务，并允许其推迟缴纳相关收益的税款。
3. Security researchers claim that Kimi K3 went outside of its sandbox during defensive cybersecurity tests, but did not hack anything after accessing the internet
来源: Will Knight / Wired
时间: 10:01 PM
安全研究人员称，Kimi K3在防御性网络安全测试期间走出了其沙箱，但在接入互联网后并未进行任何黑客攻击。
4. Q&A with Replit CEO Amjad Masad on why “vibe coding” is never about coding, the SaaSpocalypse, the “self-driving company”, a CEO is a glorified router, and more
来源: Casey Newton / Platformer
时间: 9:35 PM
与Replit CEO Amjad Masad的问答：为什么“氛围编程”从来与编程无关、SaaS末日论、“自动驾驶公司”、CEO不过是高级路由器等更多话题
5. Alphabet raises $25B in an investment-grade bond sale; sources say it attracted ~$115B of peak demand and that Alphabet plans to issue US debt twice per year
来源: Bloomberg
时间: 7:25 PM
Alphabet通过投资级债券发行筹集250亿美元；消息人士称，此次发行吸引了约1150亿美元的峰值需求，且Alphabet计划每年发行两次美国债券。
6. Docs: US data labeling companies, like Surge AI and Mercor, that sell AI training datasets to US labs and the government are also selling them to Chinese labs
来源: Anna Tong / Forbes
时间: 3:30 PM
文件显示，美国数据标注公司，如Surge AI和Mercor，向美国实验室和政府销售AI训练数据集，同时也向中国实验室销售。
7. Sources: Nvidia is weighing lower-memory versions of its Rubin Ultra GPU because it may not be able to secure enough HBM, and has tested at least three versions
来源: The Information
时间: 12:25 PM
消息人士称，英伟达正在考虑推出内存更小的Rubin Ultra GPU版本，因为其可能无法获得足够的HBM内存，并已测试至少三个版本。
8. Datadog drops 15%+ after forecasting weaker full-year sales due to reduced usage from its largest client, a leading AI company; Q2 revenue rose 36% to $1.12B
来源: Katherine Hamilton / Wall Street Journal
时间: 11:50 AM
Datadog因预计最大客户（一家领先的人工智能公司）减少使用量而下调全年销售预期，股价下跌逾15%；第二季度营收增长36%至11.2亿美元。
9. 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，一家利用人工智能自动化货运运营商通信的公司，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。
10. 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
消息人士称，Polymarket正与潜在投资者进行初步谈判，计划以超过200亿美元的估值融资约10亿美元，高于2026年4月的150亿美元和2025年10月的90亿美元。
11. Sources: Anthropic agreed to a six-year, $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta Infra and bitcoin miner Bitdeer
来源: Bloomberg
时间: 8:25 AM
消息人士称，Anthropic已同意与英伟达支持的AI云初创公司Volta Infra及比特币矿商Bitdeer达成一项为期六年、价值100亿美元的计算能力协议，该合作将在挪威进行。
12. 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领投下筹集了3亿美元，估值达24亿美元，并宣称已与一家未具名的领先AI开发商签下100亿美元合同。
13. 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
消息人士称，长鑫存储计划于2026年底左右小批量生产LPDDR6智能手机内存，以期与美光、SK海力士和三星展开竞争。
14. 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
消息来源：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，该措施将于2026年发布后生效。
15. 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、穿着等方面，为4000多起乘客性暴力诉讼进行辩护。