双语科技快报 | 2026-07-31 | 00:40 速览
1. Friend announces an AI pendant with a speaker for spoken replies for $249, up from its original necklace's $129 price, with an optional $10 monthly subscription
来源: Boone Ashworth / Wired
时间: 12:15 PM
Friend公司宣布推出一款带有扬声器、可实现语音回复的AI吊坠，售价为249美元，相比其原项链129美元的价格有所上涨，同时提供每月10美元的可选订阅服务。
2. Wiz says a now-patched flaw in Azure CosmosDB would have let a hacker remotely compromise any of its users; Microsoft has seen “no evidence of customer impact”
来源: Raphael Satter / Reuters
时间: 12:05 PM
Wiz指出，Azure CosmosDB中现已修复的一个漏洞曾允许黑客远程攻击其任何用户；微软表示，“未发现对客户造成影响的证据”。
3. Source: Situational Awareness has a $5B stake in Anthropic, and will continue to run as a private investment firm after suffering heavy losses in recent days
来源: Financial Times
时间: 11:45 AM
情境意识（Situational Awareness）持有安赛瑟匹克（Anthropic）50亿美元的投资，近期遭受重创后，该公司将继续作为私募投资公司运营。
4. Sources: AI-focused hedge fund Situational Awareness sold the bulk of its stock portfolio to Ken Griffin's Citadel after suffering deep losses
来源: Wall Street Journal
时间: 11:40 AM
消息人士称，专注于人工智能的对冲基金Situational Awareness在遭受巨额损失后，将其大部分股票投资组合出售给了肯·格里芬（Ken Griffin）旗下的Citadel。
5. Sources: Situational Awareness has sold all of its public stock holdings; the fund grew to as big as $45B at the start of July before big losses took hold
来源: David Faber / CNBC
时间: 10:55 AM
来源：Situational Awareness已出售其全部公开股票持仓；该基金在7月初规模一度达到450亿美元，随后遭遇大幅亏损
6. Microsoft reports Q4 revenue up 18% YoY to $90.1B, above $87.62B est., and says Microsoft 365 Copilot has 30M+ paid seats, up from 20M+ in Q3; MSFT jumps 15%+
来源: Microsoft
时间: 4:06 PM
微软报告第四季度收入同比增长18%，达到901亿美元，高于876.2亿美元的预期，并表示Microsoft 365 Copilot的付费用户数已超过3000万，第三季度为2000万+；微软股价飙升超过15%
7. OpenAI launches ChatGPT for Academic Researchers, which gives 100K scientists, mathematicians, and engineers free access to its frontier AI models through 2027
来源: Ina Fried / Axios
时间: 1:30 PM
OpenAI推出面向学术研究人员使用的ChatGPT，允许10万名科学家、数学家和工程师免费使用其前沿AI模型至2027年。
8. Core Scientific and AMD announce a deal under which AMD will secure 500+ MW of US data center capacity starting in 2027, with the ability to scale up to 2.5 GW
来源: Naga Avan-Nomayo / The Block
时间: 10:30 AM
Core Scientific与AMD宣布达成一项协议，AMD将从2027年起获得500多兆瓦（MW）的美国数据中心容量，并具备扩展至2.5吉瓦（GW）的能力。
9. UK startup Dwelly, which buys real estate businesses and adds AI to handle maintenance, contracts, and other tasks, raised $95M in equity and $75M in debt
来源: Yazhou Sun / Bloomberg
时间: 10:00 AM
英国初创公司Dwelly收购房地产企业，并利用人工智能处理维修、合同及其他任务，本轮融资获得9500万美元股权融资和7500万美元债务融资
10. Richard Socher's Recursive Superintelligence signs a $410M, multiyear AWS compute deal to support its self-improving AI systems, after raising $650M in May
来源: Russell Brandom / TechCrunch
时间: 9:45 AM
理查德·索彻的递归超级智能公司签署了一份价值4.1亿美元的多年期AWS计算协议，以支持其自我改进的AI系统，此前该公司已于5月筹集了6.5亿美元。
11. Tel Aviv-based Act Security, whose platform reduces the access surface across cloud infrastructure, emerges from stealth with a $40M Series A and a $20M seed
来源: Chris Metinko / Axios
时间: 9:35 AM
总部位于特拉维夫的 Act Security，其平台可减少云基础设施中的攻击面，现已结束隐匿期，完成 4000 万美元 A 轮融资及 2000 万美元种子轮融资
12. Sources: Moonshot is seeking access to more Nvidia Blackwell chips to prepare for Kimi K4's development, after training K3 on Nvidia chips, including Blackwell
来源: The Information
时间: 9:20 AM
消息人士称，Moonshot正在寻求获取更多英伟达Blackwell芯片，以准备开发Kimi K4，此前已使用英伟达芯片（包括Blackwell）训练K3。
13. Sources: Apple is preparing to debut a smart home hub with a 7" square display and facial recognition tech, a new Apple TV, and a refreshed HomePod mini in 2026
来源: Mark Gurman / Bloomberg
时间: 9:16 AM
消息人士称：苹果计划在2026年推出智能家庭中心，配备7英寸方形显示屏和面部识别技术，同时推出新款Apple TV以及更新版HomePod mini。
14. ESA satellite images show damage to two Amazon data centers in Bahrain, supporting Iran's claims last week that it struck the sites; Amazon declined to comment
来源: Olivia Solon / Bloomberg
时间: 8:50 AM
欧洲空间局卫星图像显示巴林两处亚马逊数据中心受损，支持了伊朗上周声称袭击这些站点的说法；亚马逊拒绝置评
15. Apple launches Apple Upgrade, a new US leasing program in partnership with Klarna that replaces the iPhone Upgrade Program, starting at $17.99/month for iPhones
来源: Juli Clover / MacRumors
时间: 8:25 AM
苹果推出“苹果升级”计划，与美国分期付款公司克林纳（Klarna）合作，该计划取代了原有的iPhone升级计划，iPhone月租起价为17.99美元。