双语科技快报 | 2026-08-02 | 01:40 速览
## 1. A look at the deluge of AI computing power set to come online in the coming years; Epoch AI expects the number of AI chips in use to double every nine months
来源: New York Times
时间: 1:25 PM
展望未来几年即将涌现的海量AI算力；Epoch AI预计，AI芯片的使用数量将每九个月翻一番。
## 2. 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
朋友发布了一款带扬声器的AI吊坠，可语音回复，售价249美元，较原先项链的129美元价格上涨，可选每月10美元的订阅服务。
## 3. 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公司表示，Azure CosmosDB中一个现已修复的漏洞原本可能让黑客远程入侵其任何用户；微软称“未发现客户受到影响的证据”。
## 4. 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
情境意识公司在Anthropic持有50亿美元的股份，并且在近日遭受重大损失后，将继续作为私人投资公司运营。
## 5. 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在遭遇大幅亏损后，已将其大部分股票投资组合出售给肯·格里芬旗下的Citadel。
## 6. 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
消息来源：Situational Awareness已出售其全部公开持股；该基金在7月初规模曾高达450亿美元，随后遭遇重大亏损。
## 7. In Q4, Microsoft marked a $3.2B gain for its Anthropic investment and booked a ~$600M loss for its OpenAI investment but noted a $5B gain on a full-year basis
来源: Julie Bort / TechCrunch
时间: 10:50 PM
第四季度，微软对Anthropic的投资录得32亿美元收益，对OpenAI的投资则记入约6亿美元的亏损，但指出全年实现了50亿美元的收益。
## 8. The US FCC's ban on foreign “advanced robotic devices” covers any new ground-based, software-controlled wireless robot over 4.4 pounds, including robot vacuums
来源: Sean Hollister / The Verge
时间: 10:00 PM
美国联邦通信委员会（FCC）对外国“先进机器人设备”的禁令涵盖任何重量超过4.4磅、基于地面、由软件控制的无线新型机器人，包括扫地机器人。
## 9. Onyx Security, whose platform enables enterprises to deploy AI agents securely, raised a $113M Series B led by Bessemer, taking its total funding to $153M
来源: Meir Orbach / CTech
时间: 9:20 PM
Onyx Security，其平台帮助企业安全部署AI代理，完成了由Bessemer领投的1.13亿美元B轮融资，使总融资额达到1.53亿美元。
## 10. Samsung reports Q2 revenue up 130% YoY to ~$118.1B, below ~$118.9B est., and operating profit up 1,814% to ~$61.46B, above ~$60.68B est., on robust AI demand
来源: Jenny Lee / CNBC
时间: 8:45 PM
三星报告第二季度营收同比增长130%，达到约1181亿美元，低于约1189亿美元的预期；营业利润同比增长1814%，达到约614.6亿美元，高于约606.8亿美元的预期，得益于强劲的AI需求。
## 11. Microsoft reports Q4 capex up 70%+ YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged
来源: Reuters
时间: 8:10 PM
微软报告第四季度资本支出同比增长超70%，达410亿美元；一项会计变更将其2026年资本支出预测从1900亿美元下调至1750亿美元，而支出计划保持不变。
## 12. Internal meeting: OpenAI CFO Sarah Friar told employees that the startup's annualized recurring revenue in July was higher than Q2's, “and Q2 was no slouch”
来源: CNBC
时间: 7:45 PM
内部会议：OpenAI首席财务官莎拉·弗里尔告诉员工，该初创公司7月份的年度经常性收入高于第二季度，“而且第二季度表现并不逊色。”
## 13. A source and docs: Intel has given access to its Atom processor tech to Rosaic, a new startup led by Amarjit Gill; Lip-Bu Tan and Gill are longtime co-investors
来源: Reuters
时间: 7:35 PM
英特尔已将其Atom处理器技术授权给由Amarjit Gill领导的新创公司Rosaic；Lip-Bu Tan与Gill是长期共同投资者
## 14. Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as “very large online platforms” under the DSA as soon as August
来源: Bloomberg
时间: 6:35 PM
欧盟委员会计划最早于8月将OpenAI的ChatGPT和Roblox根据《数字服务法案》指定为“超大型在线平台”。
## 15. Robinhood reports Q2 revenue up 32% YoY to $1.31B, above $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% YoY to $100M
来源: Bill Peters / MarketWatch
时间: 6:05 PM
罗宾汉报告第二季度营收同比增长32%，达13.1亿美元，高于预期的12.9亿美元；事件合约营收同比增长超10倍，达1.56亿美元；加密货币营收同比下降38%，至1亿美元。