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双语科技快报 | 2026-08-02 | 04点速览

2026-08-02 techmeme

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双语科技快报 | 2026-08-02 | 02:58 速览

1. Trump Media's new paid data API debuts, for “a direct, licensed, real-time feed of the platform's most market-moving Truths”; Dem. senators asked SEC to probe

来源: CJ Haddad / CNBC

时间: 2:40 PM

特朗普传媒新付费数据API上线,提供“平台最具市场影响力的Truths的直接、授权、实时数据流”;民主党参议员要求SEC调查

2. Officials: the scope of cyberattacks on US water systems now includes at least seven states and may be far wider; MN was just the first to publicly report them

来源: New York Times

时间: 2:00 PM

官员:美国供水系统遭受的网络攻击范围现已涵盖至少七个州,且可能远为广泛;明尼苏达州只是首个公开报告的州

3. At a hearing, a US judge says “I don't see additional evidence” from the Pentagon justifying its designation of Anthropic as a supply-chain risk

来源: Maria Curi / Axios

时间: 2:30 PM

在一次听证会上,一名美国法官表示,五角大楼将其将Anthropic列为供应链风险的理由“我没有看到额外证据”。

4. Source: Situational Awareness' assets have fallen to ~$10B after it liquidated some positions to meet margin calls, down from a reported $20B+ as of late May

来源: Bloomberg

时间: 2:15 PM

情境意识公司的资产已降至约100亿美元,此前其清算部分头寸以满足追加保证金要求,低于截至5月底报道的200多亿美元。

5. Okta agrees to acquire AI identity security startup Permiso; source: the acquisition is valued at just under $200M and is structured as an almost all-cash deal

来源: Jagmeet Singh / TechCrunch

时间: 2:05 PM

Okta同意收购AI身份安全初创公司Permiso;消息人士称,此次收购估值略低于2亿美元,交易结构几乎为全现金交易

6. Thinking Machines releases Inkling-Small, an open-weight model with 276B total and 12B active parameters, saying it “achieves comparable performance” to Inkling

来源: Thinking Machines Lab

时间: 2:00 PM

Thinking Machines发布Inkling-Small,一款总参数276B、激活参数12B的开放权重模型,称其性能“与Inkling相当”。

7. Sources: a group of banks is in talks to lend $15B to Nexus to build a Texas data center; Anthropic will lease it and Google has provided financial guarantees

来源: Anissa Gardizy / Wall Street Journal

时间: 1:55 PM

消息人士称,多家银行正洽谈向Nexus提供150亿美元贷款,用于在得克萨斯州建设数据中心;Anthropic将租用该设施,谷歌已提供财务担保。

8. Google pilots a faster twice-a-week schedule for Chrome security releases as AI tools drive a surge in bug discoveries; Chrome 149 and 150 fixed 1,072 bugs

来源: Lily Hay Newman / Wired

时间: 1:50 PM

谷歌试点加快Chrome安全更新频率至每周两次,AI工具推动漏洞发现激增;Chrome 149和150共修复1072个漏洞

9. OpenAI says it is cutting the price of GPT-5.6 Luna by ~80% and the price of GPT-5.6 Terra by 20% after improving the efficiency of the systems that serve them

来源: Ina Fried / Axios

时间: 1:15 PM

OpenAI表示,在提升系统服务效率后,将GPT-5.6 Luna的价格下调约80%,并将GPT-5.6 Terra的价格下调20%。

10. LinkedIn introduces a “seems like AI slop” button to allow users to report posts they think are AI-generated

来源: Joseph Cox / 404 Media

时间: 1:00 PM

领英推出“疑似AI废话”按钮,让用户举报疑似AI生成的内容

11. Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13% YoY, and Xbox content and services revenue down 10% YoY

来源: Emma Roth / The Verge

时间: 5:00 PM

微软报告第四季度Windows OEM和设备收入同比下降7%,Xbox硬件收入同比下降13%,Xbox内容和服务收入同比下降10%。

12. Arm reports Q1 revenue up 22% YoY to $1.29B, above $1.26B est., royalty revenue up 22% YoY to $715M, and forecasts Q2 profit above est.; ARM jumps 10%+

来源: Reuters

时间: 4:50 PM

Arm公布第一季度营收同比增长22%,达12.9亿美元,高于预期的12.6亿美元;版权收入同比增长22%,达7.15亿美元;同时预测第二季度利润将高于预期;Arm股价大涨超过10%。

13. Meta reports Reality Labs Q2 revenue up 16% YoY to $431M, above $423.4M est., and a $4.62B operating loss, below $5.07B est.

来源: Jonathan Vanian / CNBC

时间: 4:45 PM

Meta报告显示,Reality Labs第二季度营收同比增长16%,达到4.31亿美元,高于预期的4.234亿美元;运营亏损为46.2亿美元,低于预期的50.7亿美元。

14. Meta reports Q2 free cash flow down 91% YoY to $784M, and now expects 2026 capex to be between $130B and $145B, compared to its prior forecast of $125B to $145B

来源: Reuters

时间: 4:41 PM

Meta公布第二季度自由现金流同比下降91%至7.84亿美元,现预计2026年资本支出将在1300亿至1450亿美元之间,而此前预测为1250亿至1450亿美元。

15. Qualcomm reports Q3 revenue down 4% YoY to $9.95B, forecasts Q4 profit below est., and expects revenue from Apple to fall faster; QCOM drops 3%+

来源: Reuters

时间: 4:35 PM

高通发布财报,第三季度营收同比下降4%至99.5亿美元;预计第四季度利润低于预期,并预期来自苹果的收入将更快下滑;QCOM股价下跌超3%。


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