双语科技快报 | 2026-08-21 | 全天速览（114 条）
## 1. A NJ teenager drops her lawsuit against Meta, Google, and Snap over alleged social media addiction, without any payment; TikTok previously settled her claims
来源: Diana Novak Jones / Reuters
时间: 9:00 PM
新泽西州一名少女撤回对 Meta、谷歌和 Snap 的诉讼——该诉讼指控这些平台致使她社交媒体成瘾；她未获任何赔偿，TikTok 此前已就她的索赔达成和解。
## 2. A US judge tosses part of the conviction of ex-Google engineer Linwei Ding, who was found guilty of stealing AI trade secrets to benefit two Chinese companies
来源: Tom Hals / Reuters
时间: 8:05 PM
美国法官部分推翻了前谷歌工程师丁林葳（Linwei Ding）的定罪——他此前被判窃取 AI 商业秘密、为两家中国公司牟利。
## 3. OpenAI rolls out an Apple Messages plugin for ChatGPT on macOS, letting ChatGPT read, search, and analyze chats, prepare and send messages, and more
来源: Zac Hall / 9to5Mac
时间: 6:51 PM
OpenAI 为 macOS 版 ChatGPT 推出 Apple Messages 插件，让 ChatGPT 可以读取、搜索和分析聊天记录，还能起草并发送消息等。
## 4. Super Micro says its independent probe found no evidence its CEO or senior management knew of an alleged scheme to smuggle $2.5B worth of Nvidia chips to China
来源: Amanda Gerut / Fortune
时间: 6:21 PM
超微（Super Micro）称，独立调查未发现其 CEO 或高管层知晓涉嫌向中国走私价值 25 亿美元英伟达芯片计划的证据。
## 5. Email: Apple Music tells industry partners that songs tagged as "materially generated using AI" by content providers will be visibly labeled on the service
来源: Kristin Robinson / Billboard
时间: 5:45 PM
邮件显示：苹果音乐（Apple Music）告知行业合作伙伴，凡被内容提供方标记为"大量使用 AI 生成"的歌曲，将在平台上被明确标注。
## 6. Source: Anthropic plans a change for later this year that still requires enterprises to retain data for 30 days but lets them do so on their own cloud systems
来源: Rachel Metz / Bloomberg
时间: 2:10 PM
消息人士：Anthropic 计划今年晚些时候做出调整，企业客户仍需将数据保留 30 天，但可以在自己的云系统上完成保留。
## 7. Filing: in 2025, TikTok generated $702.5M in net profit in Europe, Africa, and Latin America, its first annual profit, on $9.1B in revenue, up 45.7% YoY
来源: Iain Martin / Forbes
时间: 11:15 AM
文件显示：2025 年 TikTok 在欧洲、非洲和拉美实现净利润 7.025 亿美元，为其首个年度盈利；营收 91 亿美元，同比增长 45.7%。
## 8. A bankruptcy court delays Google's $10M purchase of Spirit Airlines' data after former flight attendants objected, seeking assurance their info would be removed
来源: Alexander Gladstone / Wall Street Journal
时间: 10:55 AM
破产法院推迟了谷歌以 1000 万美元收购精神航空（Spirit Airlines）数据的交易——此前该航司前空乘提出异议，要求确保其个人信息会被删除。
## 9. Waymo says it has built an ASIC chip that will improve its robotaxis' reflexes and navigational skills and help it diversify away from third parties like Nvidia
来源: Edward Ludlow / Bloomberg
时间: 10:35 AM
Waymo 表示已自研一款 ASIC 芯片，将提升其 Robotaxi 的响应速度和导航能力，并帮助其摆脱对英伟达等第三方的依赖。
## 10. Circana: US video game hardware spending fell 29% YoY in July to $282M, the lowest since COVID, shipments fell 39% YoY, and console prices grew 16% YoY to $542
来源: Vlad Savov / Bloomberg
时间: 9:25 AM
Circana：7 月美国游戏硬件支出同比下降 29% 至 2.82 亿美元，为疫情以来最低；出货量同比下降 39%，主机均价同比上涨 16% 至 542 美元。
## 11. Anthropic-backed enterprise AI venture Ode acquires four-year-old AI consultancy Casper Studios for an unknown amount; Ode employs 100+ after buying Fractional
来源: Julia Hornstein / The Information
时间: 9:15 AM
Anthropic 支持的企业 AI 公司 Ode 收购了成立四年的 AI 咨询公司 Casper Studios，金额未披露；此前收购 Fractional 后，Ode 员工已超过 100 人。
## 12. Study: 150+ Polymarket wallets may have traded on internal US military information, making $8M overall with a 97.2% average win rate and attracting copycat bets
来源: Douglas Gillison / Reuters
时间: 8:50 AM
研究：150 多个 Polymarket 钱包可能曾利用美国军方内部信息进行交易，合计获利约 800 万美元，平均胜率高达 97.2%，并引来大量跟风押注。
## 13. GTA 6 leaker shares footage suggesting link or access to playable build of the game, as Rockstar struggles to contain even more gameplay videos
来源: Robert Purchese / Eurogamer.net
时间: 8:35 AM
GTA 6 泄密者放出游戏片段，暗示其与游戏可玩版本存在关联或可访问；Rockstar 正疲于应对更多实机视频外泄。
## 14. Slack launches Slack Code, adding dedicated, project-specific code channels that let teams collaborate with AI coding agents "like teammates" across all plans
来源: Jess Weatherbed / The Verge
时间: 8:20 AM
Slack 推出 Slack Code，新增面向具体项目的专属代码频道，让团队能在所有方案中与 AI 编程智能体"像队友一样"协作。
## 15. Source: Meta is spending hundreds of millions per year to use trillions of AI tokens weekly via Azure, quietly becoming one of Microsoft's largest AI customers
来源: Brody Ford / Bloomberg
时间: 7:40 AM
消息人士：Meta 每年花费数亿美元，通过 Azure 每周调用数万亿个 AI token，悄然成为微软最大的 AI 客户之一。
## 16. Australia passes the News Bargaining Incentive, which will tax tech giants 2.5% on their Australian ad revenue if they don't strike deals with local news media
来源: Christine Chen / Reuters
时间: 7:15 AM
澳大利亚通过《新闻议价激励法案》：科技巨头若不与当地新闻媒体达成协议，将被征收其在澳广告收入 2.5% 的税。
## 17. PitchBook: 4,000+ California-based startups have raised ~$366B in venture capital in 2026 so far, more than triple the total of all other 49 US states combined
来源: Paul Kiernan / Wall Street Journal
时间: 7:00 AM
PitchBook：2026 年迄今，4000 多家加州初创公司已融资约 3660 亿美元风投资金，是美国其他 49 个州合计金额的三倍多。
## 18. Muon Space, which is building a spacecraft platform for orbital data centers and AI computing, raised a $250M Series C; Google and Salesforce Ventures invested
来源: Yash Roy / Bloomberg
时间: 6:45 AM
为轨道数据中心和 AI 计算打造航天器平台的 Muon Space 完成 2.5 亿美元 C 轮融资，谷歌和 Salesforce Ventures 参投。
## 19. Stripe's OpenRouter acquisition, its largest yet, is a bet on a future where users turn to a mix of AI models and tokens are the central currency for businesses
来源: Kate Clark / Wall Street Journal
时间: 6:30 AM
Stripe 收购 OpenRouter（其迄今最大收购）是对一个未来的押注：用户将混合使用多种 AI 模型，token 成为企业的核心货币。
## 20. Alibaba reports Q1 revenue up 9% YoY to ~$39.64B, meeting est., and net income down 75% to ~$1.54B due to heavy AI spending and weak domestic retail consumption
来源: Luz Ding / Bloomberg
时间: 6:20 AM
阿里巴巴一季度营收同比增长 9% 至约 396.4 亿美元，符合预期；因巨额 AI 投入和国内零售消费疲软，净利润同比下降 75% 至约 15.4 亿美元。
## 21. Binance launches Agent OS, a platform that lets AI agents analyze markets and execute trades on users' behalf; users have to limit AI agents' access and trades
来源: Jagmeet Singh / TechCrunch
时间: 6:15 AM
币安推出 Agent OS 平台，允许 AI 智能体分析市场并代表用户执行交易；用户需限制智能体的权限和交易范围。
## 22. South Korean media: SK Hynix and its union reach a tentative deal, featuring a 6.3% salary increase and profit-sharing bonuses paid as 60% shares and 40% cash
来源: Yoolim Lee / Bloomberg
时间: 6:10 AM
韩媒：SK 海力士与工会达成初步协议，包括加薪 6.3%，利润分享奖金以 60% 股票和 40% 现金形式发放。
## 23. London-based Callosum, whose software matches AI tasks with models and chips, raised a $100M seed led by Atomico; the UK's Sovereign AI Fund also invested
来源: Bloomberg
时间: 2:50 AM
总部位于伦敦的 Callosum（其软件为 AI 任务匹配合适的模型和芯片）完成 1 亿美元种子轮融资，由 Atomico 领投，英国主权 AI 基金也参与投资。
## 24. Virginia's Loudoun County hosts 250+ data centers that bring in huge tax revenues, but in 2025, its board voted to slow construction after residents pushed back
来源: Cecilia Kang / New York Times
时间: 2:35 AM
弗吉尼亚州劳顿县拥有 250 多个数据中心，带来巨额税收；但 2025 年，在居民反对下，该县委员会投票决定放缓建设。
## 25. A look at Backstory, Google DeepMind's experimental AI image authentication tool that Google has asked journalists, researchers, and other fact checkers to test
来源: Andrew Deck / Nieman Lab
时间: 2:20 AM
走近 Backstory——谷歌 DeepMind 的实验性 AI 图像认证工具，谷歌已邀请记者、研究人员和其他事实核查人员测试。
## 26. The EU seems to be shifting from outsized regulatory fines against Big Tech to technical DMA orders that force compliance, like sharing search data with rivals
来源: Jacob Parry / Politico
时间: 11:35 PM
欧盟似乎正从对科技巨头开巨额监管罚单，转向通过技术性《数字市场法》命令强制合规，例如要求与竞争对手共享搜索数据。
## 27. At a White House event, Trump says CFTC Chair Michael Selig is working to bring crypto platform Hyperliquid onshore; Hyperliquid's HYPE token jumps 18%+
来源: Bloomberg
时间: 11:10 PM
白宫活动上，特朗普称 CFTC 主席 Michael Selig 正推动将加密平台 Hyperliquid 迁回美国境内；Hyperliquid 的 HYPE 代币上涨超 18%。
## 28. German insurance giant Munich Re agrees to acquire cyber insurance provider At-Bay for $575M; At-Bay has raised $276M to date and had a $1.35B valuation in 2021
来源: Meir Orbach / CTech
时间: 8:40 PM
德国保险巨头慕尼黑再保险同意以 5.75 亿美元收购网络安全保险提供商 At-Bay；At-Bay 迄今已融资 2.76 亿美元，2021 年估值曾达 13.5 亿美元。
## 29. Trump urges Congress to pass the Clarity Act at a White House event with execs, including the CEOs of Coinbase and Robinhood; the bill has stalled in the Senate
来源: Bloomberg
时间: 7:05 PM
特朗普在与 Coinbase、Robinhood 等公司 CEO 的白宫活动中敦促国会通过《Clarity Act》；该法案在参议院已搁置多时。
## 30. Former Facebook Director of Engineering Arturo Béjar testifies that Mark Zuckerberg prioritized Facebook and Instagram's growth and engagement over child safety
来源: Reuters
时间: 6:00 PM
Facebook 前工程总监 Arturo Béjar 作证称，马克·扎克伯格将 Facebook 和 Instagram 的增长与参与度置于儿童安全之上。
## 31. Google unveils new study tools, including a student hub, notebooks, and interactive 3D visualizations in Gemini, plus college student offers for Google AI plans
来源: Amanda Caswell / Tom's Guide
时间: 5:00 PM
谷歌发布新的学习工具，包括 Gemini 中的学生中心、笔记本和交互式 3D 可视化，并为大学生提供 Google AI 套餐优惠。
## 32. Sources: SpaceX approached Cognition about a potential acquisition, but Cognition didn't engage; Cognition CEO Scott Wu: the AI coding startup is “not for sale”
来源: Bloomberg
时间: 3:45 PM
消息人士：SpaceX 曾接触 Cognition 探讨收购可能，但 Cognition 未予接洽；Cognition 首席执行官 Scott Wu 表示，这家 AI 编程初创公司"不卖"。
## 33. Stripe agrees to acquire NYC-based OpenRouter; a source says Stripe is paying $7.5B, with $1.5B going to the startup's founders and $6B to its investors
来源: Erin Griffith / New York Times
时间: 2:00 PM
Stripe 同意收购总部位于纽约的 OpenRouter；消息人士称 Stripe 支付 75 亿美元，其中 15 亿美元归创始团队、60 亿美元归投资方。
## 34. Pixel 11 Pro review: Magic Capture can be useful and Rambler might be Google's best feature in years, but gaming performance is subpar and HiLight is useless
来源: Julian Chokkattu / Wired
时间: 12:20 PM
Pixel 11 Pro 评测：Magic Capture 实用，Rambler 可能是谷歌多年来最好的功能，但游戏性能不佳，HiLight 形同虚设。
## 35. Google Pixel Watch 5 review: improved GPS is good and gesture controls are great, but it's $50 more expensive and the new health features haven't rolled out yet
来源: Victoria Song / The Verge
时间: 12:10 PM
谷歌 Pixel Watch 5 评测：GPS 改进不错、手势控制出色，但贵了 50 美元，且新的健康功能尚未上线。
## 36. Memo: the GOP asks AI companies to stem the public backlash against data centers, saying the issue could kill its chances of holding a vital Senate seat in Ohio
来源: Alex Isenstadt / Axios
时间: 12:00 PM
备忘录：共和党请求 AI 公司平息公众对数据中心的反对情绪，称该问题可能葬送其在俄亥俄州保住关键参议院席位的机会。
## 37. Rivian spinout Also, which is developing autonomous driving tech, raised a $150M Series D led by Prysm Capital, after announcing a $200M round in March 2026
来源: Kirsten Korosec / TechCrunch
时间: 11:55 AM
开发自动驾驶技术的 Rivian 衍生公司 Also 完成 1.5 亿美元 D 轮融资，由 Prysm Capital 领投；该公司 2026 年 3 月刚宣布 2 亿美元融资。
## 38. Network Bio, which is developing an AI foundation model from datasets of patient tissue and blood samples created by pooling access to biobanks, raised $50M
来源: Brian Gormley / Wall Street Journal
时间: 11:45 AM
Network Bio 正在利用共享生物样本库的患者组织和血液样本数据集开发 AI 基础模型，已融资 5000 万美元。
## 39. Flipkart co-founder Sachin Bansal's Bengaluru-based fintech Navi raised $100M from Prosus, its first institutional funding, sources say at a ~$1.3B valuation
来源: Jagmeet Singh / TechCrunch
时间: 11:30 AM
Flipkart 联合创始人 Sachin Bansal 旗下班加罗尔金融科技公司 Navi 从 Prosus 融资 1 亿美元，为其首笔机构融资；消息人士称估值约 13 亿美元。
## 40. Amazon makes its AI-powered Alexa+ free on all compatible Fire TV devices in the US, automatically upgrading all its users even if they don't subscribe to Prime
来源: Sarah Perez / TechCrunch
时间: 11:25 AM
亚马逊将其 AI 版 Alexa+ 在美国所有兼容 Fire TV 设备上免费开放，自动升级所有用户，即使未订阅 Prime 也能使用。
## 41. Sources: Veeda, which is developing world models and is led by ex-Nvidia VP of AI Research Sanja Fidler, raised a $90M+ seed and is backed by Khosla and Radical
来源: Murad Hemmadi / The Logic
时间: 11:20 AM
消息人士：由英伟达前 AI 研究副总裁 Sanja Fidler 领导的 Veeda（开发世界模型）完成超 9000 万美元种子轮融资，获 Khosla 和 Radical 支持。
## 42. Sources: Nvidia is seeking to connect companies holding its GPUs with data center operators that have available capacity to deploy them in the Nordics
来源: Kai Nicol-Schwarz / CNBC
时间: 10:45 AM
消息人士：英伟达正撮合持有其 GPU 的公司与北欧有可用容量的数据中心运营商，以便在当地部署算力。
## 43. A hacker known as Cyberleek leaks two GTA VI gameplay clips and the full map in protest of Rockstar Games' digital-only release; Rockstar issues DMCA takedowns
来源: Jowi Morales / Tom's Hardware
时间: 10:15 AM
化名 Cyberleek 的黑客泄露两段 GTA VI 实机片段和完整地图，以抗议 Rockstar 只发数字版的做法；Rockstar 已发出 DMCA 下架通知。
## 44. Marvell and Google expand their chip development deal, and Marvell grants Google a warrant to buy as much as $12.2B of its shares; MRVL closes up 9.85%
来源: Dana Wollman / Bloomberg
时间: 9:10 AM
美满电子（Marvell）与谷歌扩大芯片开发合作，Marvell 授予谷歌购买其最多 122 亿美元股票的认股权证；MRVL 收盘上涨 9.85%。
## 45. Cybersecurity data company Prevalent AI raised $22M from Integrity Growth Partners, marking the nine-year-old startup's first-ever outside capital raise
来源: Duncan Riley / SiliconANGLE
时间: 9:05 AM
网络安全数据公司 Prevalent AI 从 Integrity Growth Partners 融资 2200 万美元，这是这家成立九年的初创公司首次获得外部融资。
## 46. Amazon appears to have leaked Jason Statham's new film Mutiny, streaming it in full on Prime Video in the US, two days before it is supposed to hit theaters
来源: Jess Weatherbed / The Verge
时间: 8:45 AM
亚马逊疑似泄露了杰森·斯坦森的新片《Mutiny》，在影片原定上映前两天，于美国 Prime Video 上完整播出。
## 47. Reconstructed code from Flock's login pages reveals OS Investigate, a new AI system that integrates license plate scans, arrest records, case files, and more
来源: Wired
时间: 8:25 AM
从 Flock 登录页重构的代码揭示了 OS Investigate——一个新 AI 系统，整合了车牌扫描、逮捕记录、案件档案等数据。
## 48. UK-based automotive dealership software maker Pinewood agrees to a £545M cash takeover by US private equity firm Ridgeview, after an Apax takeover fell through
来源: Financial Times
时间: 7:25 AM
英国汽车经销商软件公司 Pinewood 同意接受美国私募股权公司 Ridgeview 5.45 亿英镑的现金收购；此前 Apax 的收购计划告吹。
## 49. Amazon plans to expand Prime Air drone delivery to almost 500 cities and towns in the US by the end of 2026, a sixfold increase from its current footprint
来源: Matt Day / Bloomberg
时间: 7:15 AM
亚马逊计划到 2026 年底将 Prime Air 无人机配送扩展到美国近 500 个城镇，比目前覆盖范围扩大六倍。
## 50. OpenAI expands its ad pilot program to 31 European markets, including Germany, France, Spain, and Italy, after launching it in nine countries including the US
来源: Trishla Ostwal / Adweek
时间: 7:00 AM
OpenAI 将广告试点计划扩展到 31 个欧洲市场，包括德国、法国、西班牙和意大利；此前已在包括美国在内的 9 个国家推出。
## 51. SMR startup Oklo is building its reactor in Idaho, a step toward supplying Meta data centers with power; the US has an estimated 22 active reactor projects
来源: Jennifer Hiller / Wall Street Journal
时间: 6:45 AM
小型模块化反应堆初创公司 Oklo 正在爱达荷州建造其反应堆，向为 Meta 数据中心供电迈出一步；美国目前约有 22 个活跃反应堆项目。
## 52. Kuaishou reports Q2 revenue up 1% YoY to ~$5.2B, meeting est., net income down 36% YoY to ~$467M, the biggest drop since 2021, and Kling AI sales up 200% YoY
来源: Rachel Yeo / Bloomberg
时间: 6:30 AM
快手二季度营收同比增长 1% 至约 52 亿美元，符合预期；净利润同比下降 36% 至约 4.67 亿美元，为 2021 年以来最大降幅；可灵 AI 销售额同比增长 200%。
## 53. Google Cloud is deploying context-creating AI agents within its tools to automate tasks handled by forward-deployed engineers; Google is hiring hundreds of FDEs
来源: Kevin McLaughlin / The Information
时间: 6:15 AM
谷歌云正在其工具中部署能理解上下文的 AI 智能体，以自动化前端部署工程师（FDE）负责的任务；谷歌正在招聘数百名 FDE。
## 54. WiseTech says Australian antitrust authorities raided its office, seeking documents and data as part of an alleged competition law breaches probe; WTC falls 8%+
来源: Angus Whitley / Bloomberg
时间: 6:05 AM
WiseTech 称澳大利亚反垄断机构搜查了其办公室，为调查涉嫌违反竞争法而索取文件和资料；WTC 股价下跌超 8%。
## 55. Sources: Samsung raised prices for advanced 4nm and 5nm chipmaking services by up to 15% for new orders in July, driven by AI demand and TSMC's tight capacity
来源: Reuters
时间: 5:55 AM
消息人士：受 AI 需求和台积电产能紧张推动，三星 7 月将先进 4nm 和 5nm 芯片代工服务新订单价格上调最高 15%。
## 56. Filing: SK Hynix plans a ~$29B share buyback, repurchasing and canceling up to 24M treasury shares, in a bid to calm worries about the durability of AI spending
来源: Denny Thomas / Bloomberg
时间: 5:45 AM
文件显示：SK 海力士计划约 290 亿美元的股票回购，回购并注销最多 2400 万股库存股，以平息市场对 AI 支出持久性的担忧。
## 57. US tech companies are offering community investments, guaranteeing jobs, and hosting open houses to address concerns and win public support for AI data centers
来源: Wall Street Journal
时间: 4:15 AM
美国科技公司正提供社区投资、承诺就业机会并举办开放日，以回应公众关切、赢得对 AI 数据中心的支持。
## 58. AI evaluation lab Irregular's report on its role in hacking incidents involving OpenAI, Anthropic, and Meta models faces criticism over key unanswered questions
来源: Alexander Martin / The Record
时间: 3:55 AM
AI 评测实验室 Irregular 就其卷入涉及 OpenAI、Anthropic 和 Meta 模型的入侵事件发布报告，但因关键问题悬而未决而遭批评。
## 59. Nvidia, with its quarterly free cash flow up 18x over three years to $48.5B, is using its strong balance sheet and credit rating to build an AI capital moat
来源: Ari Levy / CNBC
时间: 2:35 AM
英伟达季度自由现金流三年增长 18 倍至 485 亿美元，正利用强劲的资产负债表和信用评级构筑 AI 资本护城河。
## 60. Block releases Berd, a desktop app it built to give its employees a single environment for working with AI agents across different models, under Apache 2.0
来源: Carl Franzen / VentureBeat
时间: 1:15 AM
Block 以 Apache 2.0 协议发布 Berd——一款桌面应用，为员工提供跨不同模型与 AI 智能体协作的统一环境。
## 61. FDM CCS Insight: ~134M travel eSIMs will be used in 2026, up from 101.8M in 2025, challenging mobile carriers, which make 3% to 5% of their revenue from roaming
来源: Kieran Smith / Financial Times
时间: 1:10 AM
FDM CCS Insight：2026 年将有约 1.34 亿张旅行 eSIM 被使用，高于 2025 年的 1.018 亿张，对漫游收入占营收 3% 至 5% 的移动运营商构成挑战。
## 62. Z.ai prices GLM-5.3 API access at $1.40/1M input tokens and $4.40/1M output tokens, unchanged from GLM-5.2; Kimi K3 costs $3/1M input and $15/1M output tokens
来源: Carl Franzen / VentureBeat
时间: 12:45 AM
智谱将 GLM-5.3 API 定价为每百万输入 token 1.40 美元、每百万输出 token 4.40 美元，与 GLM-5.2 持平；Kimi K3 为每百万输入 3 美元、每百万输出 15 美元。
## 63. Austin-based Smack Technologies, which is developing AI decision-making tools for the US military, raised a $61M Series B led by Costanoa Ventures and First In
来源: Mike Stone / Reuters
时间: 12:15 AM
为美国军方开发 AI 决策工具的奥斯汀公司 Smack Technologies 完成 6100 万美元 B 轮融资，由 Costanoa Ventures 和 First In 领投。
## 64. OpenAI says new monitoring and security safeguards will add a 20% compute overhead to monitored inference workloads, but costs won't be passed on to customers
来源: Thomas Claburn / The Register
时间: 11:30 PM
OpenAI 表示，新的监控与安全防护措施将使被监控的推理工作负载增加 20% 的算力开销，但成本不会转嫁给客户。
## 65. Sources: Beijing allowed ByteDance and Tencent ~10K Nvidia H200 chips each in mainland China in recent weeks; US licenses permit the H200 in China and Hong Kong
来源: Zijing Wu / Financial Times
时间: 11:15 PM
消息人士：近几周北京允许字节跳动和腾讯各在中国大陆获得约 1 万块英伟达 H200 芯片；美国许可证允许 H200 出口中国内地和香港。
## 66. Hangzhou deploys SUPCON's traffic-control robots, which operate autonomously from 7am to 6pm and use cameras and radar to direct traffic and flag violations
来源: Bloomberg
时间: 10:25 PM
杭州部署中控技术（SUPCON）的交通指挥机器人，每天 7 点至 18 点自主运行，通过摄像头和雷达指挥交通并标记违章。
## 67. Sources: open-source orchestration platform developer Temporal is in talks to raise ~$500M at a $12B+ valuation, up from $5B after raising $300M in February
来源: Bloomberg
时间: 10:00 PM
消息人士：开源编排平台开发商 Temporal 正洽谈以超 120 亿美元估值融资约 5 亿美元；2 月融资 3 亿美元后其估值曾为 50 亿美元。
## 68. Rillet, which is developing an AI-native accounting platform, raised a $100M Series C at a $1B valuation led by Iconiq, bringing its total funding to $200M+
来源: Nick Lichtenberg / Fortune
时间: 9:20 PM
开发 AI 原生会计平台的 Rillet 完成 1 亿美元 C 轮融资，估值 10 亿美元，由 Iconiq 领投，累计融资超 2 亿美元。
## 69. Cerebras unveils CS-4, a server rack with 50% fewer components built on its new Nexus architecture and powered by three WSE-3 Turbo chips, available in Q3 2026
来源: Max A. Cherney / Reuters
时间: 8:30 PM
Cerebras 发布 CS-4 服务器机架：基于新 Nexus 架构、组件减少 50%，搭载三块 WSE-3 Turbo 芯片，2026 年三季度上市。
## 70. Survey: 52% of Americans say they are more concerned than excited about the increased AI use in daily life, up from 37% in 2021, including 55% of those under 30
来源: Pew Research Center
时间: 8:05 PM
调查：52% 的美国人表示对日常生活中 AI 使用增加"担忧多于兴奋"，高于 2021 年的 37%；30 岁以下人群中这一比例达 55%。
## 71. Anthropic details two experiments showing how Claude can accelerate protein design and chemical analysis, and says it'll launch an access program for scientists
来源: Anthropic
时间: 7:15 PM
Anthropic 详述两项实验，展示 Claude 如何加速蛋白质设计与化学分析，并表示将为科学家推出访问计划。
## 72. Sources: OpenAI's Q2 sales grew 18% QoQ to $6.7B as its loss jumped 32% to $12.3B; Anthropic's sales grew 2x+ to $11.6B as it swung to a small operating profit
来源: Wall Street Journal
时间: 6:50 PM
消息人士：OpenAI 二季度销售额环比增长 18% 至 67 亿美元，亏损扩大 32% 至 123 亿美元；Anthropic 销售额增长超一倍至 116 亿美元，实现小幅营业利润。
## 73. Z.ai's GLM-5.3 scores 60 on the Artificial Analysis Intelligence Index, seven points above GLM-5.2, on par with Kimi K3, but below Opus 5's 63 and Fable 5's 62
来源: @artificialanlys
时间: 6:35 PM
智谱 GLM-5.3 在 Artificial Analysis 智能指数上得分 60，比 GLM-5.2 高 7 分，与 Kimi K3 持平，但低于 Opus 5 的 63 分和 Fable 5 的 62 分。
## 74. Internal memo: ICE bars its employees from wearing Meta's smart glasses, saying they “could unintentionally capture, record, or transmit sensitive information”
来源: New York Times
时间: 5:50 PM
内部备忘录：ICE（美国移民与海关执法局）禁止员工佩戴 Meta 智能眼镜，称其"可能无意中拍摄、录制或传输敏感信息"。
## 75. Pennsylvania Governor Josh Shapiro signs an executive order imposing new requirements on data center projects, including getting approval from local officials
来源: Allan Smith / NBC News
时间: 5:40 PM
宾夕法尼亚州州长 Josh Shapiro 签署行政令，对数据中心项目施加新要求，包括须获得地方官员批准。
## 76. In opening arguments, US state AGs say that Meta intentionally sought to addict children to Facebook and Instagram in pursuit of profit; Meta rejects the claims
来源: Reuters
时间: 5:20 PM
开庭陈述中，美国各州总检察长称 Meta 为追逐利润故意让儿童沉迷 Facebook 和 Instagram；Meta 否认这些指控。
## 77. Sam Altman says OpenAI decided to slow the development of some AI models due to a collection of research observations showing “various degrees of misalignment”
来源: Alex Heath / Time
时间: 5:00 PM
Sam Altman 表示，由于一系列研究观察显示存在"不同程度的对齐偏差"，OpenAI 决定放缓部分 AI 模型的开发。
## 78. Sources: Anthropic prepares to give its co-founders shares with extra voting power to help insulate them from outside pressure; Amodei owns ~2% of Anthropic
来源: The Information
时间: 4:40 PM
消息人士：Anthropic 准备授予联合创始人拥有额外投票权的股份，以帮助其抵御外部压力；Amodei 持有 Anthropic 约 2% 股份。
## 79. The US SEC proposes exempting certain digital asset offerings from securities registration statements, with up to $5M for four years and up to $75M for one year
来源: Bloomberg
时间: 4:20 PM
美国 SEC 提议豁免部分数字资产发行的证券登记要求：四年内最高 500 万美元、一年内最高 7500 万美元。
## 80. VC funding in physical AI companies totaled $47.4B across 521 deals in H1 2026, up 80% from H1 2025, and more than the $41.9B invested across 2022 to 2024
来源: Mary Ann Azevedo / Crunchbase News
时间: 3:00 PM
2026 年上半年，实体 AI 公司共获 474 亿美元风投（521 笔交易），较 2025 上半年增长 80%，超过 2022 至 2024 年三年合计的 419 亿美元。
## 81. OpenAI changed safety practices and paused RL training for two weeks after the Hugging Face breach and evidence Astra may have met a critical cyber threshold
来源: Ina Fried / Axios
时间: 2:10 PM
Hugging Face 数据泄露事件后，加上有证据显示 Astra 可能已达到关键网络阈值，OpenAI 调整了安全实践并暂停强化学习训练两周。
## 82. Comcast is rolling out Wi-Fi motion sensing to its Xfinity XB7 and newer gateways, a free opt-in feature that enables its routers to detect movement at home
来源: Jennifer Pattison Tuohy / The Verge
时间: 1:40 PM
Comcast 正在向 Xfinity XB7 及更新款网关推出 Wi-Fi 运动感知功能，该免费可选功能让路由器能探测家中活动。
## 83. Sources: Anthropic's revolving credit facility is set to surpass its ~$10B target as banks compete for roles on the upcoming IPO; Anthropic could limit the size
来源: Bloomberg
时间: 1:10 PM
消息人士：随着银行争相在即将到来的 IPO 中分一杯羹，Anthropic 的循环信贷额度将超过约 100 亿美元的目标；Anthropic 可能限制规模。
## 84. The EU says it “welcomes Apple's changes”; Apple will reduce its fees in the EU, charging 26% for apps with IAP, 20% for alt payments, and 15% for link-outs
来源: Bloomberg
时间: 12:35 PM
欧盟表示"欢迎苹果的调整"；苹果将降低在欧盟的费用：含内购的应用抽成 26%，替代支付 20%，外链引导 15%。
## 85. Apple unveils new EU business terms from October 1, resolving disputes with the EU, including a new 5% Core Technology Commission and App Store commission tiers
来源: Apple
时间: 12:10 PM
苹果公布自 10 月 1 日起生效的新欧盟商业条款，以解决与欧盟的纠纷，包括新的 5% 核心技术费和分档 App Store 佣金。
## 86. Harvey announces Harvey Tenet, its first in-house, proprietary model for legal work, trained on mock disputes and case files using its own version of Kimi K3
来源: Melia Robinson / Business Insider
时间: 12:05 PM
Harvey 发布 Harvey Tenet——其首个为法律工作自研的专有模型，使用自有的 Kimi K3 版本在模拟争议和案件档案上训练。
## 87. Francisco Partners plans to take patient engagement software company Weave Communications private for ~$650M; Weave went public at a ~$1.5B valuation in 2021
来源: Brock E.W. Turner / Axios
时间: 11:25 AM
Francisco Partners 计划以约 6.5 亿美元将患者互动软件公司 Weave Communications 私有化；Weave 于 2021 年以约 15 亿美元估值上市。
## 88. Meta ran ads for a nudify app; one ad showed a porn video with a deepfake closely resembling a prominent US politician; Apple removed the app from the App Store
来源: Wired
时间: 11:20 AM
Meta 曾为一款"脱衣"应用投放广告，其中一条广告展示了酷似某美国知名政要的深度伪造色情视频；苹果已将该应用从 App Store 下架。
## 89. Palona, which uses AI agents to automate real-time workflows in brick-and-mortar businesses, raised a $20M Series A, following a $10M seed in January 2025
来源: Mike Wheatley / SiliconANGLE
时间: 11:05 AM
用 AI 智能体为线下实体店自动化实时工作流的 Palona 完成 2000 万美元 A 轮融资；2025 年 1 月曾获 1000 万美元种子轮。
## 90. Google quietly rolled out a new program to let verified political campaigns more easily bypass Gmail's spam filter, after years of complaints from the GOP
来源: Shane Goldmacher / New York Times
时间: 10:40 AM
多年遭共和党抱怨后，谷歌悄然推出新计划，让经认证的政治竞选活动更容易绕过 Gmail 的垃圾邮件过滤器。
## 91. Velaura AI, which makes low-power chips and software for data centers and physical AI applications, like robotics, raised a $110M Series A at a $1B+ valuation
来源: Prathik Jayaprakash / Reuters
时间: 10:25 AM
为数据中心和机器人等实体 AI 应用制造低功耗芯片与软件的 Velaura AI 完成 1.1 亿美元 A 轮融资，估值超 10 亿美元。
## 92. As sweeping US crypto legislation stalls, the SEC and CFTC are moving to write new rules; the SEC is set to exempt certain token offerings from securities laws
来源: Hannah Lang / Reuters
时间: 9:15 AM
在美国全面加密立法停滞之际，SEC 和 CFTC 正着手制定新规；SEC 拟豁免部分代币发行的证券法适用。
## 93. Q&A with Proton CEO Andy Yen on Proton's story, dislodging “a hundred million people” from Google, AI backlash, privacy, US politics, EU Chat Control, and more
来源: Andy Greenberg / Wired
时间: 9:00 AM
与 Proton 首席执行官 Andy Yen 的问答：Proton 的创业故事、从谷歌"撬走一亿人"、AI 反弹、隐私、美国政治、欧盟 Chat Control 等。
## 94. Klarna says CFO Niclas Neglén and CMO David Sandström plan to step down in early 2027, and lowers its full-year GMV guidance to $149B-$151B; KLAR falls 23%
来源: Connor Hart / Wall Street Journal
时间: 8:45 AM
Klarna 表示 CFO Niclas Neglén 和 CMO David Sandström 计划 2027 年初离职，并将全年 GMV 指引下调至 1490 亿至 1510 亿美元；KLAR 股价下跌 23%。
## 95. How a bipartisan coalition of US states fought to present a united case against Meta; District Judge Rogers adopted a hybrid structure for the multiweek trial
来源: Diana Novak Jones / Reuters
时间: 7:56 AM
美国两党多州联盟如何努力以统一阵线起诉 Meta；地方法官 Rogers 为这场持续数周的庭审采用了混合结构。
## 96. Dutch company Fairphone launches its $650 flagship repairable Fairphone (Gen. 6+) in the US and plans to keep launching new phone generations every two years
来源: Julian Chokkattu / Wired
时间: 7:41 AM
荷兰公司 Fairphone 在美国推出售价 650 美元、可自行维修的旗舰机 Fairphone（Gen. 6+），并计划每两年推出一代新机型。
## 97. Xiaomi reports Q2 revenue down 6.1% YoY to ~$16.2B and net income down 21% to ~$1.4B, above est., amid a persistent memory shortage and weaker smartphone demand
来源: Bloomberg
时间: 7:15 AM
在持续内存短缺和智能手机需求疲软的背景下，小米二季度营收同比下降 6.1% 至约 162 亿美元，净利润下降 21% 至约 14 亿美元，好于预期。
## 98. OpenAI debuts ChatGPT for Teens, a mode that limits high-risk chats about self-harm, eating disorders, violence, and more, and has studying tools and guardrails
来源: Cecilia Kang / New York Times
时间: 7:06 AM
OpenAI 推出面向青少年的 ChatGPT 模式，限制关于自残、进食障碍、暴力等高风险话题的对话，并提供学习工具和护栏。
## 99. Alibaba says its new open-source multimodal model, Qwen3.8-27B, passed 1M+ downloads within a few days of release, making it one of its fastest-growing models
来源: Juro Osawa / The Information
时间: 7:01 AM
阿里巴巴称，其新的开源多模态模型 Qwen3.8-27B 发布数日内下载量突破 100 万次，成为其增长最快的模型之一。
## 100. Reddit launches an early experiment to create short videos featuring AI voices reading select text posts and comments, rolling out on the web, iOS, and Android
来源: Jay Peters / The Verge
时间: 6:45 AM
Reddit 启动早期实验，用 AI 语音朗读精选文字帖子和评论并生成短视频，将在网页、iOS 和 Android 端推出。
## 101. Alibaba's Alipay launches a new “all-in-one” platform aimed at helping businesses use AI agents to automate tasks; Alibaba's stock is up 40%+ since a June low
来源: Jeanny Yu / Bloomberg
时间: 6:35 AM
阿里巴巴旗下支付宝推出新的"一站式"平台，帮助企业用 AI 智能体自动化任务；阿里巴巴股价自 6 月低点以来上涨超 40%。
## 102. AI inference chip startup Etched raised $700M led by its new server rack customer Jane Street at a $21B valuation, up from $10.3B after raising $300M in July
来源: Robbie Whelan / Wall Street Journal
时间: 6:26 AM
AI 推理芯片初创公司 Etched 完成 7 亿美元融资，由其新服务器机架客户 Jane Street 领投，估值 210 亿美元；7 月融资 3 亿美元后估值曾为 103 亿美元。
## 103. Sources: China orders some state-linked entities to uninstall a government-tailored version of Windows 10, ahead of its plan to retire the OS in February 2027
来源: Bloomberg
时间: 6:15 AM
消息人士：中国已要求部分国企卸载政府定制的 Windows 10 版本，该操作系统计划于 2027 年 2 月停止支持。
## 104. Google unveils Operation Blue Skies, a £5M trial to re-route North Atlantic aircraft using Google's AI atmospheric forecasts to reduce warming due to contrails
来源: Madeleine Cuff / New Scientist
时间: 6:00 AM
谷歌推出"蓝天行动"（Operation Blue Skies）：一项 500 万英镑的试验，利用谷歌 AI 大气预报重新规划北大西洋航班航线，以减少尾迹云造成的增温。
## 105. Baidu reports Q2 revenue down 4% YoY to ~$4.62B, below ~$4.69B est. and its fifth straight quarterly decline, and net income of ~$341M, as it lags AI rivals
来源: Bloomberg
时间: 5:50 AM
百度二季度营收同比下降 4% 至约 46.2 亿美元，低于约 46.9 亿美元的预期，为连续第五个季度下滑；净利润约 3.41 亿美元；在 AI 竞争中落后于对手。
## 106. Apple's macOS Tahoe 26.7 RC references unreleased products: a Home Hub, home accessories, two new Beats, AirPods Pro 4, Apple Intelligence in China, and more
来源: Juli Clover / MacRumors
时间: 5:42 AM
苹果 macOS Tahoe 26.7 RC 提及未发布产品：Home Hub、家居配件、两款新 Beats、AirPods Pro 4、Apple Intelligence 在中国落地等。
## 107. In filings, Apple acknowledges App Store regulatory changes are weighing on its $100B+ services business; US App Store spend fell 6% YoY in Q2, per Sensor Tower
来源: Michael Acton / Financial Times
时间: 4:00 AM
苹果在文件中承认，App Store 监管变化正拖累其超 1000 亿美元的服务业务；Sensor Tower 数据显示美国 App Store 二季度支出同比下降 6%。
## 108. Rogue Studio, which calls itself a “playground for creative ethical mischief”, launches Rogue 1.0, an AI video tool for making Hollywood-quality adult content
来源: Jason Parham / Wired
时间: 2:25 AM
自称"创造性伦理恶作剧乐园"的 Rogue Studio 发布 Rogue 1.0——一款用于制作好莱坞级成人内容的 AI 视频工具。
## 109. A short video found in Apple's macOS Tahoe 26.7 RC appears to show a man demoing camera-equipped AirPods using Visual Intelligence and Siri to answer questions
来源: Juli Clover / MacRumors
时间: 9:55 PM
苹果 macOS Tahoe 26.7 RC 中发现的一段短视频似乎显示，一名男子正在演示配备摄像头的 AirPods，用视觉智能和 Siri 回答问题。
## 110. Sources: Situational Awareness offered part of its $5B Anthropic stake at a 20% discount and gave a 12-hour deadline as it scrambled for cash at the end of July
来源: Wall Street Journal
时间: 8:45 PM
消息人士：7 月底，Situational Awareness 因急需现金，以 8 折价格出售其持有的部分 Anthropic 股份（价值 50 亿美元），并给出 12 小时期限。
## 111. BNPL lenders like Flex, Zip, and Affirm are now pitching loans for basic household needs; Americans spent $160B via pay-later loans in 2025, nearly 2x from 2023
来源: Stacy Cowley / New York Times
时间: 5:00 PM
Flex、Zip、Affirm 等"先买后付"贷款机构开始推销用于基本家庭需求的贷款；2025 年美国人的分期付款贷款支出达 1600 亿美元，接近 2023 年的两倍。
## 112. Sources: Anthropic's revenue run rate reached $65B by the end of July, up from $47B in May 2026, $19B in March 2026, $9B in December 2025, and $4B in July 2025
来源: Bloomberg
时间: 4:00 PM
消息人士：Anthropic 的年化营收到 7 月底已达 650 亿美元，高于 2026 年 5 月的 470 亿、2026 年 3 月的 190 亿、2025 年 12 月的 90 亿和 2025 年 7 月的 40 亿美元。
## 113. African defense tech company Terra Industries, founded in 2024, raised a $52M seed from 8VC, Nova, and others, and says it's on track to book $100M in contracts
来源: Dominic-Madori Davis / TechCrunch
时间: 3:05 PM
2024 年成立的非洲防务科技公司 Terra Industries 从 8VC、Nova 等机构融资 5200 万美元种子轮，并表示有望签下 1 亿美元合同。
## 114. YouTube plans to count a view as soon as a video begins playing, starting on August 24, lining up with the systems used by Instagram, TikTok, and YouTube Shorts
来源: Emma Roth / The Verge
时间: 1:25 PM
YouTube 计划自 8 月 24 日起，视频一开始播放即计入一次观看，与 Instagram、TikTok 和 YouTube Shorts 采用的统计口径保持一致。