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/2026-10-28/1/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 OpenAI 计划采购谷歌 TPU，并招聘专人优化模型运行 https://www.aidailyinsights.cn/2026-10-28/2/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 OpenAI 以最高 40% 客户折扣争夺 Anthropic 企业订单 https://www.aidailyinsights.cn/2026-10-28/3/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 OpenAI 公布三项 AI 科学研究结果，邀请学界独立核查 https://www.aidailyinsights.cn/2026-10-28/4/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 Anthropic 向美国各级政府提供 Claude 六折优惠 https://www.aidailyinsights.cn/2026-10-28/5/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 Anthropic 深入新药研发，收购单人药企 Mithril https://www.aidailyinsights.cn/2026-10-28/6/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 微软向约 6 万名员工开放自愿离职，员工与社区反应分化 https://www.aidailyinsights.cn/2026-10-28/7/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 Meta 为 AI 扩大股权融资，250 亿美元售股获五倍认购 https://www.aidailyinsights.cn/2026-10-28/8/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 博通推动 Anthropic 630 亿美元芯片融资，供应商承担更多风险 https://www.aidailyinsights.cn/2026-10-28/9/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 苹果将 AI 助手带入办公与音乐软件，并开放智能体连接 https://www.aidailyinsights.cn/2026-10-28/10/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 阿里、腾讯、字节洽谈长期内存供应，部分客户希望锁定至 2035 年 https://www.aidailyinsights.cn/2026-10-28/11/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 Physical Intelligence 洽谈至少 10 亿美元融资，估值拟达 200 亿美元 https://www.aidailyinsights.cn/2026-10-28/12/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 DeepSeek 规划进一步扩充团队，工程与服务基础设施成为重点 https://www.aidailyinsights.cn/2026-10-28/13/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 张一鸣以 6700 亿元重登胡润榜首，梁文锋首次上榜位列第七 https://www.aidailyinsights.cn/2026-10-28/14/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 大模型研发如何安排内部竞争：共享底座与长期考核成为议题 https://www.aidailyinsights.cn/2026-10-28/15/ AI Daily Insightszh-cn 2026-10-28T08:00:00+08:00 Google DeepMind 发布 Genie 4，世界模拟加入原生音频与实时控制 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 https://www.aidailyinsights.cn/en/2026-10-28/1/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 OpenAI plans to buy Google TPUs and hires for model optimization https://www.aidailyinsights.cn/en/2026-10-28/2/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 OpenAI targets Anthropic enterprise customers with discounts of up to 40% https://www.aidailyinsights.cn/en/2026-10-28/3/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 OpenAI announces three AI research results and invites independent academic scrutiny https://www.aidailyinsights.cn/en/2026-10-28/4/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 Anthropic offers a 40% Claude discount across US government levels https://www.aidailyinsights.cn/en/2026-10-28/5/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 Anthropic expands drug research and acquires one-person biotech Mithril https://www.aidailyinsights.cn/en/2026-10-28/6/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 Microsoft opens voluntary exits to about 60,000 staff as employee and community reactions diverge https://www.aidailyinsights.cn/en/2026-10-28/7/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 Meta expands AI equity funding as its $25 billion share sale draws fivefold demand https://www.aidailyinsights.cn/en/2026-10-28/8/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 Broadcom supports Anthropic's $63 billion chip financing and takes on more risk https://www.aidailyinsights.cn/en/2026-10-28/9/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 Apple adds AI assistants to productivity and music apps and opens agent connections https://www.aidailyinsights.cn/en/2026-10-28/10/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 Alibaba, Tencent and ByteDance discuss long-term memory supply, with some customers seeking coverage through 2035 https://www.aidailyinsights.cn/en/2026-10-28/11/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 Physical Intelligence seeks at least $1 billion at a proposed $20 billion valuation https://www.aidailyinsights.cn/en/2026-10-28/12/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 DeepSeek plans further hiring as engineering and service infrastructure take priority https://www.aidailyinsights.cn/en/2026-10-28/13/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 Zhang Yiming tops Hurun's China list at RMB670 billion; Liang Wenfeng debuts in seventh https://www.aidailyinsights.cn/en/2026-10-28/14/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 Organizing competition in AI research: shared infrastructure and longer-term incentives enter the debate https://www.aidailyinsights.cn/en/2026-10-28/15/ AI Daily Insightsen 2026-10-28T08:00:00+08:00 Google DeepMind introduces Genie 4 with native audio and real-time world control