双语科技快报 | 2026-08-09 | 19:40 速览
## 1. Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds
来源: The Information
时间: 9:45 PM
消息来源：Nvidia 同意向得克萨斯州 Stargate 园区电力基础设施开发商 Lancium 投资 20 亿美元，如果达到一定阈值，则再投资 10 亿美元
## 2. Analysis: SpaceX is on track to build ~10 GW of compute capacity by 2027's end, with 6 GW-8 GW in 2027 alone, which could drive $300B in annual revenue run-rate
来源: SemiAnalysis
时间: 8:55 PM
分析：SpaceX 有望在 2027 年底前建立约 10 GW 的计算能力，仅 2027 年就将达到 6 GW-8 GW，这可能会推动年收入运行率达到 300B 美元
## 3. Anthropic announces a feature that allows different Claude Code sessions to message each other with updates and other information, available on macOS and Linux
来源: Marcus Mendes / 9to5Mac
时间: 8:25 PM
Anthropic 宣布推出一项功能，允许不同的 Claude Code 会话通过更新和其他信息相互发送消息，该功能可在 macOS 和 Linux 上使用
## 4. Filings: Moonshot restructured its China-based entity from a limited liability company to a joint stock company in its first visible step toward a Hong Kong IPO
来源: Financial Times
时间: 7:40 PM
文件：Moonshot 将其中国实体从有限责任公司重组为股份公司，这是迈向香港 IPO 的第一步
## 5. The US OCC denies Dutch fintech Bunq's application for a national bank charter, citing the need for more clarity on its business plan to expand in the US
来源: Bloomberg
时间: 7:15 PM
美国 OCC 拒绝了荷兰金融科技公司 Bunq 的国家银行牌照申请，理由是需要更明确其在美国扩张的业务计划
## 6. Sources: Situational Awareness invested $500M, including $400M this week, into Source Foundry, a startup that plans to develop new AI chip manufacturing tools
来源: Wall Street Journal
时间: 6:45 PM
资料来源：Situational Awareness 向 Source Foundry 投资了 5 亿美元，其中本周投资了 4 亿美元，这家初创公司计划开发新的 AI 芯片制造工具
## 7. The Clarity Act faces uncertainty after Senate Republicans delayed a vote until after their August recess, pushing it to September, just weeks before midterms
来源: Jasper Goodman / Politico
时间: 6:25 PM
参议院共和党人将投票推迟到 8 月休会后，将投票推迟到 9 月，距离中期选举仅几周，因此《澄清法案》面临不确定性
## 8. Sources: data center operator Switch filed confidentially for a US IPO, and a listing could take place as soon as November; Ben Horowitz is joining its board
来源: Bailey Lipschultz / Bloomberg
时间: 6:00 PM
资料来源：数据中心运营商 Switch 秘密提交美国 IPO 申请，最快可能于 11 月上市；本·霍洛维茨 (Ben Horowitz) 加入董事会
## 9. Retailers are updating their websites to rank highly in chatbot results, while making sure purchases are done on their own sites to collect customer data
来源: Arriana McLymore / Reuters
时间: 5:35 PM
零售商正在更新其网站，以在聊天机器人结果中排名靠前，同时确保在自己的网站上完成购买以收集客户数据
## 10. TMTG interim CEO Kevin McGurn says the company is pulling back from a pair of Crypto.com deals to focus on its media arm and its pending merger with TAE
来源: Sara Fischer / Axios
时间: 4:25 PM
TMTG 临时首席执行官 Kevin McGurn 表示，该公司正在撤回两项 Crypto.com 交易，以专注于其媒体部门以及即将与 TAE 的合并
## 11. Sources: Cursor told staff on Thursday that SpaceX could complete its $60B acquisition as soon as next week and the Cursor brand name will likely be phased out
来源: Grace Kay / The Information
时间: 3:30 PM
消息来源：Cursor 周四告诉员工，SpaceX 最快可能下周完成 60B 美元的收购，Cursor 品牌名称可能会被逐步淘汰
## 12. The US Treasury sanctions Dubai-based unlicensed crypto exchange Shelbit, alleging it processed millions in crypto for IRGC and other Iran-linked groups
来源: Reuters
时间: 2:45 PM
美国财政部对总部位于迪拜的未经许可的加密货币交易所 Shelbit 实施制裁，指控其为 IRGC 和其他与伊朗有关的组织处理了数百万美元的加密货币
## 13. Microsoft plans to end support for Manifest V2 extensions in Edge starting this month, following Google Chrome, and for enterprise users in early 2027
来源: Stevie Bonifield / The Verge
时间: 2:15 PM
微软计划继 Google Chrome 之后，从本月开始终止对 Edge 中 Manifest V2 扩展的支持，并于 2027 年初停止对企业用户的支持
## 14. Munich-based NavVis, which provides enterprises with spatial data on factories, plants, buildings, and more, raised an $85M Series D led by The Jordan Company
来源: Rahul Raj / EU-Startups
时间: 2:00 PM
总部位于慕尼黑的 NavVis 为企业提供工厂、厂房、建筑物等的空间数据，筹集了由 Jordan Company 领投的 8500 万美元 D 轮融资
## 15. Sources: legal AI startup Harvey is in talks to raise $500M+ at a $15.5B valuation, up from $11B in March, and is generating $350M+ in annualized revenue
来源: The Information
时间: 1:25 PM
资料来源：合法的人工智能初创公司 Harvey 正在洽谈融资 5 亿美元以上，估值为 15.5 亿美元，高于 3 月份的 11 亿美元，年化收入达 3.5 亿美元以上