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双语科技快报 | 2026-08-02 | 07点速览

2026-08-02 techmeme

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双语科技快报 | 2026-08-02 | 07:40 速览

1. Filing: Meta says it has committed ~$700B in future spending, through long- and short-term agreements, related to AI data centers, cloud computing, and more

来源: Bloomberg

时间: 8:30 AM

备案文件:Meta表示,已通过长期及短期协议,承诺未来支出约7000亿美元,涉及AI数据中心、云计算等领域。

2. Anthropic's cryptanalysis results on HAWK and AES show AI can now understand existing cryptanalysis results, turn them into new attacks, and even extend them

来源: Matthew Green / A Few Thoughts on Cryptographic Engineering

时间: 12:45 PM

Anthropic对HAWK和AES的密码分析结果表明,人工智能现在能够理解现有的密码分析成果,将其转化为新的攻击手段,甚至加以扩展。

3. Investors continue to dump chipmaker and US tech stocks after disappointing results from SK Hynix; Sandisk is down 7.5%+, Arm drops 6.5%+, and AMD falls 6.5%+

来源: Financial Times

时间: 12:25 PM

投资者在SK海力士令人失望的业绩后继续抛售芯片制造商和美国科技股;Sandisk下跌逾7.5%,Arm下跌逾6.5%,AMD下跌逾6.5%

4. Qualcomm says it has signed a 10-year deal to supply chips for BMW's future digital cockpit and advanced driver-assistance systems

来源: Harshita Mary Varghese / Reuters

时间: 12:20 PM

高通表示,已签署一项为期10年的协议,将为宝马未来的数字驾驶舱和高级驾驶辅助系统供应芯片。

5. Groundcover, which provides observability software that can monitor AI agents, raised a $100M Series C led by One Peak, bringing its total funding to $160M

来源: Meir Orbach / CTech

时间: 11:35 AM

Groundcover是一家提供可观测性软件以监控AI代理的公司,完成了由One Peak领投的1亿美元C轮融资,使其总融资额达到1.6亿美元。

6. Encore AI, which studies companies' customer interactions to train and deploy AI voice agents, raised a $30M Series A led by Team8, Planven, and The Garage

来源: Ram Iyer / TechCrunch

时间: 11:25 AM

Encore AI,一家研究公司客户互动以训练和部署AI语音代理的企业,筹集了3000万美元的A轮融资,由Team8、Planven和The Garage领投。

7. ChipAgents, which uses AI agents to help speed up the process of chip design, raised a $60M Series A2 led by B Capital, bringing the expanded round to $134M

来源: Max A. Cherney / Reuters

时间: 11:20 AM

ChipAgents利用AI代理加速芯片设计流程,完成了由B Capital领投的6000万美元A2轮融资,使本轮扩大后的融资总额达到1.34亿美元。

8. Survey: 77% of US adults support in-class cellphone bans for middle and high school students, up from 74% in 2025 and 68% in 2024; just 18% oppose such bans

来源: Jeffrey Gottfried / Pew Research Center

时间: 10:55 AM

调查:77%的美国成年人支持禁止初高中学生在课堂上使用手机,高于2025年的74%和2024年的68%;仅有18%的人反对此类禁令。

9. Brookfield and NextEra partner to develop a $100B, 1.2GW+ AI data center campus at a former DOE uranium-enrichment site in Kentucky, set to open in 2032

来源: Robb M. Stewart / Wall Street Journal

时间: 10:45 AM

布鲁克菲尔德与NextEra合作,在肯塔基州一处前美国能源部铀浓缩厂址开发总投资1000亿美元、容量超1.2吉瓦的人工智能数据中心园区,预计2032年投运。

10. A look at OpenAI's open-source agent harness that now powers Codex and ChatGPT Work, as the company works to optimize the harness to cut runaway token usage

来源: Jason Hiner / The Deep View

时间: 10:40 AM

一览OpenAI的开源代理框架,该框架现为Codex和ChatGPT Work提供支持,而公司正致力于优化这一框架,以减少失控的代币消耗。

11. Eliyan, which aims to license tech and make physical “chiplets” to ease AI chip data transfer bottlenecks, raised a $145M Series C at a $1B valuation

来源: Stephen Nellis / Reuters

时间: 10:30 AM

Eliyan旨在通过技术授权和制造物理“芯粒”来缓解AI芯片数据传输瓶颈,该公司已筹集1.45亿美元的C轮融资,估值达到10亿美元。

12. X settles a long-running legal battle with the World Federation of Advertisers, ending a case that accused brands like Mars and Shell of illegally boycotting X

来源: Daniel Thomas / Financial Times

时间: 10:20 AM

X与世界广告主联盟达成和解,结束了一场长期法律纠纷,该案曾指控玛氏和壳牌等品牌非法抵制X。

13. DoorDash says the FAA granted it Part 135 air carrier certification to operate a drone delivery service and it plans to launch drone deliveries in the fall

来源: Natalie Lung / Bloomberg

时间: 9:20 AM

DoorDash宣布,美国联邦航空管理局已授予其Part 135航空承运人认证,以运营无人机配送服务,并计划于今年秋季推出无人机配送。

14. Source: OpenRouter was recently generating ~$140M in annualized revenue, or ~$12M per month, up nearly 3x since April, making Stripe's $10B offer a big premium

来源: The Information

时间: 9:15 AM

OpenRouter近期年化收入约达1.4亿美元,月均约1200万美元,自4月以来增长近3倍,使Stripe的100亿美元收购报价显得溢价颇高

15. GlobalFoundries says the US plans to award it $300M in CHIPS Act funding to bolster R&D of silicon photonics tech to power more efficient AI data centers

来源: Reuters

时间: 9:05 AM

格罗方德表示,美国计划根据《芯片法案》向其拨款3亿美元,以支持硅光子技术的研发,从而为更高效的人工智能数据中心提供动力。


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