https://www.aidailyinsights.cn/2026-11-10/1/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 英伟达启动独立调查后股价收跌 4.3%，黄仁勋仍任 CEO，退出两场行业活动 https://www.aidailyinsights.cn/2026-11-10/2/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 Culper 五月做空报告再受关注，它曾追问英伟达如何处理与大客户 Megaspeed 的关系 https://www.aidailyinsights.cn/2026-11-10/3/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 Anthropic 发布 Fable 5.2 和 Mythos 5.2，标准 API 单价降 20%，Fable 公开可用，Mythos 限验证机构 https://www.aidailyinsights.cn/2026-11-10/4/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 谷歌公布 TPU 8tx 和 8i Max，分别解决机密推理和超长上下文的硬件瓶颈 https://www.aidailyinsights.cn/2026-11-10/5/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 苹果开始出售 49.99 美元 AI 用量包，Creator Studio 订阅用户可在 Logic Pro 加购 https://www.aidailyinsights.cn/2026-11-10/6/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 字节发布 Seedream 5.5，豆包和即梦已接入，可连续修图并直接生成透明素材 https://www.aidailyinsights.cn/2026-11-10/7/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 千问 Qwen4 早期版本进入游戏开发评测，Flash 得 49.9 分，27B 音频评分已修正 https://www.aidailyinsights.cn/2026-11-10/8/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 SpaceX 拟在得州 Starbase 自建燃气电厂与超算，初期各阶段投资估计 240 亿美元 https://www.aidailyinsights.cn/2026-11-10/9/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 字节为巴西佩森港数据中心物色二期开发商，二期规模可能超过在建一期 https://www.aidailyinsights.cn/2026-11-10/10/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 Anthropic 最早 11 月 10 日推介 IPO，部分潜在投资者讨论 1.1 万亿至 1.3 万亿美元估值 https://www.aidailyinsights.cn/2026-11-10/11/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 硬件测试软件商 Nominal 完成 2.4 亿美元 C 轮，估值八个月内从 10 亿升至 30 亿美元 https://www.aidailyinsights.cn/2026-11-10/12/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 媒体称平头哥筹划 2027 年赴港 IPO，拟募资 20 亿至 30 亿美元 https://www.aidailyinsights.cn/2026-11-10/13/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 Coinbase 的美国联邦信托牌照生效，机构托管扩至联邦监管框架 https://www.aidailyinsights.cn/2026-11-10/14/ AI Daily Insightszh-cn 2026-11-10T08:00:00+08:00 Take-Two 季度净预订额降 18% 至 16 亿美元，NBA 2K27 低于预期，全年指引维持 https://www.aidailyinsights.cn/2026-11-09/1/ AI Daily Insightszh-cn 2026-11-09T08:00:00+08:00 黄仁勋承认婚外情并配合独立调查，英伟达回应潜在美国国家安全问题 https://www.aidailyinsights.cn/2026-11-09/2/ AI Daily Insightszh-cn 2026-11-09T08:00:00+08:00 DeepSeek Harness 日活达 154 万，日耗约 92 万亿 tokens，并筹建官方插件市场 https://www.aidailyinsights.cn/2026-11-09/3/ AI Daily Insightszh-cn 2026-11-09T08:00:00+08:00 苹果拟最早明年让 Siri 主动执行任务，并调整 iOS 28 研发流程 https://www.aidailyinsights.cn/2026-11-09/4/ AI Daily Insightszh-cn 2026-11-09T08:00:00+08:00 Anthropic 以 34 亿美元接手 1.7GW 发电设备订单，直接锁定数据中心电源 https://www.aidailyinsights.cn/2026-11-09/5/ AI Daily Insightszh-cn 2026-11-09T08:00:00+08:00 字节跳动考虑扩大巴西数据中心，二期规模或超过现有 100 亿美元项目 https://www.aidailyinsights.cn/2026-11-09/6/ AI Daily Insightszh-cn 2026-11-09T08:00:00+08:00 SpaceX 拟在 Starbase 建电厂与超级计算设施，初期投资估算约 240 亿美元 https://www.aidailyinsights.cn/2026-11-09/7/ AI Daily Insightszh-cn 2026-11-09T08:00:00+08:00 Apollo 拟通过两项安排持有约 750 亿美元 AI 芯片，分别租给 SpaceX 与 Anthropic https://www.aidailyinsights.cn/2026-11-09/8/ AI Daily Insightszh-cn 2026-11-09T08:00:00+08:00 高盛统计云巨头年内发债达 2960 亿美元，AI 债券新增供给推高融资溢价 https://www.aidailyinsights.cn/2026-11-09/9/ AI Daily Insightszh-cn 2026-11-09T08:00:00+08:00 Nous 推出 Arete-27B，以约 5280 万 tokens 调整 Qwen3.8-27B 的回答偏好 https://www.aidailyinsights.cn/2026-11-09/10/ AI Daily Insightszh-cn 2026-11-09T08:00:00+08:00 Sand.ai 宣布完成 2 亿美元 A+ 轮融资，继续投入视频模型与 VidMuse 产品 https://www.aidailyinsights.cn/2026-11-09/11/ AI Daily Insightszh-cn 2026-11-09T08:00:00+08:00 简智机器人披露三季度完成 1 亿美元 A+ 轮，为机器人开发提供训练数据系统 https://www.aidailyinsights.cn/2026-11-09/12/ AI Daily Insightszh-cn 2026-11-09T08:00:00+08:00 SpaceX 计划最早 11 月 13 日进行星舰第 15 次试飞，尝试在同一任务中回收两级 https://www.aidailyinsights.cn/en/2026-11-10/1/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 Nvidia shares close 4.3% lower after independent inquiry begins, as Jensen Huang remains CEO and skips two industry events https://www.aidailyinsights.cn/en/2026-11-10/2/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 Culper’s May short report resurfaces, reviving its questions about Nvidia’s relationship with major customer Megaspeed https://www.aidailyinsights.cn/en/2026-11-10/3/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 Anthropic launches Fable 5.2 and Mythos 5.2 at 20% lower standard API rates, with Fable generally available and Mythos restricted to verified organizations https://www.aidailyinsights.cn/en/2026-11-10/4/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 Google unveils TPU 8tx and 8i Max to tackle hardware bottlenecks in confidential inference and long-context AI https://www.aidailyinsights.cn/en/2026-11-10/5/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 Apple starts selling a $49.99 AI usage pack for Creator Studio subscribers, starting in Logic Pro https://www.aidailyinsights.cn/en/2026-11-10/6/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 ByteDance releases Seedream 5.5 in Doubao and Dreamina for repeated image edits and transparent assets https://www.aidailyinsights.cn/en/2026-11-10/7/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 Early Qwen4 models reach a game development benchmark, with Flash at 49.9 and 27B’s audio score corrected https://www.aidailyinsights.cn/en/2026-11-10/8/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 SpaceX proposes a gas plant and supercomputer in Starbase, Texas, with $24 billion in estimated initial investment https://www.aidailyinsights.cn/en/2026-11-10/9/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 ByteDance seeks a developer for a second Pecém data center phase that could exceed the first phase now under construction https://www.aidailyinsights.cn/en/2026-11-10/10/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 Anthropic could start IPO marketing on November 10 as some investors discuss a $1.1 trillion to $1.3 trillion valuation https://www.aidailyinsights.cn/en/2026-11-10/11/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 Hardware testing software maker Nominal raises $240 million in Series C, tripling its valuation to $3 billion in eight months https://www.aidailyinsights.cn/en/2026-11-10/12/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 Alibaba chip unit T-Head reportedly plans a 2027 Hong Kong IPO to raise $2 billion to $3 billion https://www.aidailyinsights.cn/en/2026-11-10/13/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 Coinbase’s U.S. national trust charter takes effect, bringing institutional custody under federal supervision https://www.aidailyinsights.cn/en/2026-11-10/14/ AI Daily Insightsen 2026-11-10T08:00:00+08:00 Take-Two’s quarterly net bookings fall 18% to $1.6 billion as NBA 2K27 misses expectations and full-year guidance holds https://www.aidailyinsights.cn/en/2026-11-09/1/ AI Daily Insightsen 2026-11-09T08:00:00+08:00 Huang admits affair and cooperates with independent inquiry as Nvidia addresses potential US national-security concerns https://www.aidailyinsights.cn/en/2026-11-09/2/ AI Daily Insightsen 2026-11-09T08:00:00+08:00 DeepSeek Harness reaches 1.54 million daily users and about 92 trillion daily tokens as plugin marketplace takes shape https://www.aidailyinsights.cn/en/2026-11-09/3/ AI Daily Insightsen 2026-11-09T08:00:00+08:00 Apple eyes proactive Siri as early as next year and revises iOS 28 development process https://www.aidailyinsights.cn/en/2026-11-09/4/ AI Daily Insightsen 2026-11-09T08:00:00+08:00 Anthropic takes over $3.4 billion of generator commitments for 1.7 GW of data-center power https://www.aidailyinsights.cn/en/2026-11-09/5/ AI Daily Insightsen 2026-11-09T08:00:00+08:00 ByteDance considers Brazil data-center expansion larger than its existing $10 billion project https://www.aidailyinsights.cn/en/2026-11-09/6/ AI Daily Insightsen 2026-11-09T08:00:00+08:00 SpaceX proposes Starbase power plant and supercomputer with about $24 billion in initial investment https://www.aidailyinsights.cn/en/2026-11-09/7/ AI Daily Insightsen 2026-11-09T08:00:00+08:00 Apollo's two financing arrangements target about $75 billion of AI chips leased to SpaceX and Anthropic https://www.aidailyinsights.cn/en/2026-11-09/8/ AI Daily Insightsen 2026-11-09T08:00:00+08:00 Goldman tallies $296 billion of hyperscaler debt as AI issuance lifts financing premiums https://www.aidailyinsights.cn/en/2026-11-09/9/ AI Daily Insightsen 2026-11-09T08:00:00+08:00 Nous releases Arete-27B, using about 52.8 million tokens to adapt Qwen3.8-27B's response preferences https://www.aidailyinsights.cn/en/2026-11-09/10/ AI Daily Insightsen 2026-11-09T08:00:00+08:00 Sand.ai announces $200 million Series A+ to advance video models and VidMuse https://www.aidailyinsights.cn/en/2026-11-09/11/ AI Daily Insightsen 2026-11-09T08:00:00+08:00 GenRobot AI discloses $100 million Series A+ closed in Q3 for robot-training data systems https://www.aidailyinsights.cn/en/2026-11-09/12/ AI Daily Insightsen 2026-11-09T08:00:00+08:00 SpaceX targets November 13 for Starship Flight 15 and first mission to catch both stages