双语科技快报 | 2026-08-10 | 21:40 速览
## 1. Sources: Microsoft plans to unveil its next-gen Maia 300 AI chip this fall, potentially as soon as September, and is negotiating with TSMC to make 300K+ in 2027
来源: The Information
时间: 9:15 AM
消息人士称，微软计划于今年秋季发布其下一代Maia 300人工智能芯片，最早可能于9月亮相，并正与台积电洽谈2027年生产超过30万颗芯片的事宜。
## 2. Analysis: the 256GB iPhone 18 Pro is set to have a bill of materials cost ~38% higher than the iPhone 17 Pro due to memory prices; memory's BOM share hits 34%
来源: TrendForce
时间: 9:10 AM
分析：由于内存价格上涨，256GB版iPhone 18 Pro的物料清单成本预计将比iPhone 17 Pro高出约38%；内存占物料清单的比重达到34%。
## 3. Anthropic, Macquarie, and Singapore's GIC form Theseus Infrastructure to develop AI computing sites; Anthropic will cover consumer electricity price hikes
来源: Mark Bergen / Bloomberg
时间: 8:55 AM
Anthropic、麦格理和新加坡GIC成立Theseus Infrastructure以开发AI计算站点；Anthropic将承担消费者电价上涨
## 4. Google adds Venmo as a payment option on Google Play for games, apps, add-ons, subscriptions, and more in the US, adding to support for PayPal and Cash App
来源: Ivan Mehta / TechCrunch
时间: 8:45 AM
谷歌在美国为Google Play上的游戏、应用、附加组件、订阅等新增Venmo作为支付选项，并加入了对PayPal和Cash App的支持。
## 5. Sources: Palmer Luckey's Erebor, which aims to fill the gap left by Silicon Valley Bank's collapse, is in advanced talks to raise ~$1.5B at an $8B valuation
来源: Financial Times
时间: 7:15 AM
消息人士称，帕尔默·拉基的Erebor旨在填补硅谷银行倒闭留下的空白，目前正在进行深入谈判，拟以80亿美元的估值筹集约15亿美元。
## 6. Sources: the AI-driven memory chip shortage has kicked off a rush of DC lobbying; many US officials appear unsympathetic to Apple's desire to buy Chinese chips
来源: New York Times
时间: 7:10 AM
消息人士称，人工智能驱动的存储芯片短缺引发了华盛顿游说热潮；许多美国官员对苹果购买中国芯片的意愿似乎并不表示同情。
## 7. Meta releases Muse Glimmer, an open-weight model, and plans to launch an open-weight version of its most advanced model, Muse Spark 1.2, in the coming weeks
来源: Meghan Bobrowsky / Wall Street Journal
时间: 6:14 AM
Meta发布开源权重模型Muse Glimmer，并计划在未来几周内推出其最先进模型Muse Spark 1.2的开源权重版本。
## 8. Smart Analytics: Chinese humanoid robot makers commanded 97%+ of global shipments in H1 2026, reaching ~19,100 unit shipments globally, up from 5,100 in H1 2025
来源: Saritha Rai / Bloomberg
时间: 5:55 AM
智能分析：2026年上半年，中国人形机器人制造商占据全球出货量97%以上份额，全球出货量约达19,100台，较2025年上半年的5,100台有所增长。
## 9. Sources: Nvidia chips remain the norm for Chinese AI labs training LLMs, as switching from Nvidia's CUDA platform to Huawei's CANN requires major code rewriting
来源: South China Morning Post
时间: 5:25 AM
消息来源：中国人工智能实验室训练大语言模型仍以英伟达芯片为主流，因为从英伟达的CUDA平台切换到华为的CANN需要大量代码重写。
## 10. Revelio Labs: short-term AI training programs made up nearly 33% of the professional certificate market in 2026, up from just 2% in 2022 before ChatGPT launched
来源: Liam Knox / Bloomberg
时间: 4:05 AM
Revelio Labs：2026年，短期人工智能培训项目占专业证书市场的近33%，而2022年ChatGPT推出前这一比例仅为2%。
## 11. How credit card issuers and reservation apps like OpenTable and Amex-owned Resy have fragmented restaurant bookings, tying coveted reservations to card perks
来源: Wall Street Journal
时间: 3:50 AM
信用卡发卡机构以及OpenTable和Amex旗下的Resy等预订应用，已将餐厅预订市场分割，将热门预订与持卡人专属权益绑定在一起。
## 12. Sources: Sony and TSMC plan a ~$6.3B JV, owned ~60% by Sony and ~40% by TSMC, to mass produce next-gen image sensor chips in Kumamoto, Japan, as early as 2029
来源: Nikkei Asia
时间: 11:25 PM
消息人士称，索尼与台积电计划成立合资企业，投资约63亿美元，索尼持股约60%，台积电持股约40%，最早于2029年在日本熊本县量产下一代图像传感器芯片。
## 13. Sources: as Spotify tests a “Skip ahead” button that lets some Premium users skip publisher-sold podcast ads and filler content, audio networks raise concerns
来源: Max Tani / Semafor
时间: 10:55 PM
来源：据称，随着Spotify测试一项“跳过”按钮，使部分高级用户能够跳过出版商出售的播客广告和内容填充，音频网络对此表示担忧。
## 14. Moore Threads reports H1 revenue up 147% YoY to ~$258M, a $1.72M net loss, and plans a Hong Kong listing, after its stock rose 420%+ since its 2025 Shanghai IPO
来源: Bloomberg
时间: 10:15 PM
摩尔线程报告上半年营收同比增长147%，约2.58亿美元，净亏损172万美元，并计划在香港上市，此前其股票自2025年上海IPO以来已上涨超420%。
## 15. An Australian user's OpenClaw agent running Claude exploited a gym website's API flaw to remove the top member, after he asked it to move him up the waitlist
来源: ABC
时间: 8:00 PM
一位澳大利亚用户的OpenClaw代理（运行Claude）在要求其提升等待名单排名后，利用一家健身房网站的API漏洞移除了排名第一的会员。