https://www.aidailyinsights.cn/2026-10-30/1/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 OpenAI 上调多档订阅额度，撤回 Pro 200 的 Work 与 Codex 限额削减 https://www.aidailyinsights.cn/2026-10-30/2/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 英伟达拟出资 30 亿美元参与 Meta 融资，扩大 Muse 与 Vera Rubin 合作 https://www.aidailyinsights.cn/2026-10-30/3/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 Anthropic 将 AI for Science 扩至科研机构，向 20 家伙伴提供 Claude 资源 https://www.aidailyinsights.cn/2026-10-30/4/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 彭博社披露 Anthropic 是 SpaceX 最大客户，算力采购贡献逾三成收入 https://www.aidailyinsights.cn/2026-10-30/5/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 腾讯发布 Buddy One 与腾讯网盘，把办公工具、AI 积分和工作资料连起来 https://www.aidailyinsights.cn/2026-10-30/6/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 腾讯预告混元 Hy4 与 Hy4 flash，补入视觉理解并强化长程任务 https://www.aidailyinsights.cn/2026-10-30/7/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 Cognition 考虑年内再融资，收到 700 亿至 800 亿美元估值报价 https://www.aidailyinsights.cn/2026-10-30/8/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 智元披露上半年收入近 20 亿元，累计第 2 万台机器人已于 9 月下线 https://www.aidailyinsights.cn/2026-10-30/9/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 亚马逊 AWS 收入增 39%，AI 投资使过去十二个月自由现金流转负 https://www.aidailyinsights.cn/2026-10-30/10/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 三星 Q3 营业利润增约 783%，AI 存储需求推动新纪录 https://www.aidailyinsights.cn/2026-10-30/11/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 闪迪财年首季营收增 378%，同时宣布一拆八股票拆分 https://www.aidailyinsights.cn/2026-10-30/12/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 英特尔 Q3 营收增 21%，PC 疲弱与服务器供给瓶颈压低 Q4 指引 https://www.aidailyinsights.cn/2026-10-30/13/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 意法半导体 Q3 营收增 17.9%，预计 Q4 收入与毛利率继续改善 https://www.aidailyinsights.cn/2026-10-30/14/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 Reddit Q3 营收增 53%，用户增长与下一季指引仍低于市场期待 https://www.aidailyinsights.cn/2026-10-30/15/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 币安暂停充提并调查安全事件，称已核实冻结 25.4 亿美元资产 https://www.aidailyinsights.cn/2026-10-30/16/ AI Daily Insightszh-cn 2026-10-30T08:00:00+08:00 Coinbase 恢复季度盈利，营收下降与加密资产投资浮盈同时出现 https://www.aidailyinsights.cn/2026-10-29/1/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 Google 发布 Gemini 4 Carbon，先向网络安全防御者开放更强的长任务能力 https://www.aidailyinsights.cn/2026-10-29/2/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 Alphabet 云收入翻倍，AI 增长与资本开支同时提速 https://www.aidailyinsights.cn/2026-10-29/3/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 微软营收增长 19%，Azure 加速与企业 AI 合同支撑新财年 https://www.aidailyinsights.cn/2026-10-29/4/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 苹果首次为 MacBook Pro 加入触屏，OLED 与本地 AI 同步升级 https://www.aidailyinsights.cn/2026-10-29/5/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 英伟达收购 Hugging Face 遭美司法部问询，审查焦点延伸至模型分发 https://www.aidailyinsights.cn/2026-10-29/6/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 AMD 拟向 Meta 投资 10 亿美元，Helios 已进入客户测试 https://www.aidailyinsights.cn/2026-10-29/7/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 Cognition 考虑年底前再融资，投资报价估值达 700 亿至 800 亿美元 https://www.aidailyinsights.cn/2026-10-29/8/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 FuriosaAI 完成 6.2 亿美元融资，以量产推理芯片扩大全球部署 https://www.aidailyinsights.cn/2026-10-29/9/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 Marvell 深入洽谈收购 Lumentum，拟整合 AI 数据中心芯片与光通信 https://www.aidailyinsights.cn/2026-10-29/10/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 SK 海力士季度营收首次突破 100 万亿韩元，HBM4 接棒增长 https://www.aidailyinsights.cn/2026-10-29/11/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 SK 海力士扩大股东回报，全年计划约 100 万亿韩元 https://www.aidailyinsights.cn/2026-10-29/12/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 SK 海力士预计短缺延续至 2030 年，过半远期产能已由长约覆盖 https://www.aidailyinsights.cn/2026-10-29/13/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 东山精密完成约 13 亿美元香港上市，AI 电路板供应链拓展融资 https://www.aidailyinsights.cn/2026-10-29/14/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 摩尔线程第三季度营收增长近 18 倍，单季扣非利润转正 https://www.aidailyinsights.cn/2026-10-29/15/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 宇树前三季度营收增长 56%，具身模型研发投入加快 https://www.aidailyinsights.cn/2026-10-29/16/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 DeepSeek 测试代码出现 V5 名称，尚不能据此确定新模型时间表 https://www.aidailyinsights.cn/2026-10-29/17/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 Anthropic 用知识工作的经济价值描绘机会，40 万亿美元口径引发关注 https://www.aidailyinsights.cn/2026-10-29/18/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 Anthropic 实验发现，专家也会在主观分析选择上跟随 AI 倾向 https://www.aidailyinsights.cn/2026-10-29/19/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 恒生港美科技指数拟纳入 Anthropic，生效以完成上市为前提 https://www.aidailyinsights.cn/2026-10-29/20/ AI Daily Insightszh-cn 2026-10-29T08:00:00+08:00 富士胶片拟把磁带存储出货能力扩至五倍，AI 数据推动冷存储投资 https://www.aidailyinsights.cn/en/2026-10-30/1/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 OpenAI raises subscription allowances and drops the planned Pro 200 cut https://www.aidailyinsights.cn/en/2026-10-30/2/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 NVIDIA plans a $3 billion Meta investment alongside a deeper Muse partnership https://www.aidailyinsights.cn/en/2026-10-30/3/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Anthropic expands AI for Science through 20 institutional partners https://www.aidailyinsights.cn/en/2026-10-30/4/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Bloomberg identifies Anthropic as SpaceX’s largest customer, supplying over a third of revenue https://www.aidailyinsights.cn/en/2026-10-30/5/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Tencent launches Buddy One and cloud storage to connect AI office workflows https://www.aidailyinsights.cn/en/2026-10-30/6/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Tencent previews Hy4 and Hy4 flash with vision and stronger long-running task capabilities https://www.aidailyinsights.cn/en/2026-10-30/7/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Cognition considers another funding round after offers valuing it at $70 billion to $80 billion https://www.aidailyinsights.cn/en/2026-10-30/8/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Agibot reports nearly RMB2 billion in first-half revenue and its 20,000th robot built in September https://www.aidailyinsights.cn/en/2026-10-30/9/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Amazon’s AWS grows 39% as AI investment turns trailing free cash flow negative https://www.aidailyinsights.cn/en/2026-10-30/10/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Samsung’s quarterly operating profit rises about 783% on AI memory demand https://www.aidailyinsights.cn/en/2026-10-30/11/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Sandisk’s fiscal first-quarter revenue jumps 378% as it announces an eight-for-one split https://www.aidailyinsights.cn/en/2026-10-30/12/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Intel’s revenue rises 21%, but weak PCs and server supply constraints weigh on its outlook https://www.aidailyinsights.cn/en/2026-10-30/13/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 STMicroelectronics grows revenue 17.9% and forecasts further fourth-quarter expansion https://www.aidailyinsights.cn/en/2026-10-30/14/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Reddit revenue grows 53%, while user growth and its outlook trail expectations https://www.aidailyinsights.cn/en/2026-10-30/15/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Binance suspends deposits and withdrawals and says $2.54 billion has been frozen https://www.aidailyinsights.cn/en/2026-10-30/16/ AI Daily Insightsen 2026-10-30T08:00:00+08:00 Coinbase returns to profit as crypto investment gains offset weaker revenue https://www.aidailyinsights.cn/en/2026-10-29/1/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Google unveils Gemini 4 Carbon, starting with cyber defenders https://www.aidailyinsights.cn/en/2026-10-29/2/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Alphabet doubles cloud revenue as AI growth and capital spending accelerate https://www.aidailyinsights.cn/en/2026-10-29/3/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Microsoft grows revenue 19% as Azure and enterprise AI contracts expand https://www.aidailyinsights.cn/en/2026-10-29/4/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Apple brings touch to MacBook Pro alongside OLED and on-device AI upgrades https://www.aidailyinsights.cn/en/2026-10-29/5/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Nvidia faces DOJ questions over Hugging Face deal and model distribution https://www.aidailyinsights.cn/en/2026-10-29/6/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 AMD plans $1 billion Meta investment as Helios enters customer testing https://www.aidailyinsights.cn/en/2026-10-29/7/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Cognition weighs another round after offers at a $70 billion–$80 billion valuation https://www.aidailyinsights.cn/en/2026-10-29/8/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 FuriosaAI raises $620 million to scale production inference chips globally https://www.aidailyinsights.cn/en/2026-10-29/9/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Marvell advances Lumentum talks as AI networking draws chip and optics suppliers together https://www.aidailyinsights.cn/en/2026-10-29/10/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 SK hynix tops 100 trillion won in quarterly revenue as HBM4 ramps https://www.aidailyinsights.cn/en/2026-10-29/11/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 SK hynix targets roughly 100 trillion won in annual shareholder returns https://www.aidailyinsights.cn/en/2026-10-29/12/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 SK hynix sees shortages through 2030 with over half of 2027–2028 capacity under contract https://www.aidailyinsights.cn/en/2026-10-29/13/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Dongshan Precision raises about $1.3 billion in Hong Kong listing https://www.aidailyinsights.cn/en/2026-10-29/14/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Moore Threads grows quarterly revenue 1,774% and turns an adjusted profit https://www.aidailyinsights.cn/en/2026-10-29/15/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Unitree grows nine-month revenue 56% as embodied-model research spending rises https://www.aidailyinsights.cn/en/2026-10-29/16/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 DeepSeek V5 names appear in test code without establishing a launch timetable https://www.aidailyinsights.cn/en/2026-10-29/17/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Anthropic frames its opportunity around $40 trillion in knowledge work https://www.aidailyinsights.cn/en/2026-10-29/18/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Anthropic experiment finds experts follow agents on judgment calls https://www.aidailyinsights.cn/en/2026-10-29/19/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Hang Seng HK-US TECH Index plans Anthropic inclusion subject to its listing https://www.aidailyinsights.cn/en/2026-10-29/20/ AI Daily Insightsen 2026-10-29T08:00:00+08:00 Fujifilm plans fivefold tape-capacity expansion as AI data boosts archival demand