https://www.aidailyinsights.cn/2026-11-04/1/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 OpenAI 将 ChatGPT、Codex 用于实体工程，与 Mazda 探索汽车设计 https://www.aidailyinsights.cn/2026-11-04/2/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 苹果在国行 iOS 27.3 开发者测试版开放 Apple 智能，千问接入系统功能 https://www.aidailyinsights.cn/2026-11-04/3/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 Anthropic 用 Claude 参与自研芯片设计，15 人团队向投资者展示研发效率 https://www.aidailyinsights.cn/2026-11-04/4/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 Anthropic 称未来模型或很快触及 AI 研发加速门槛，现有模型尚未越线 https://www.aidailyinsights.cn/2026-11-04/5/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 DeepSeek 展示 Harness 创作者模式，用对话生成可复用插件 https://www.aidailyinsights.cn/2026-11-04/6/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 DeepSeek V5 计划使用华为昇腾预训练，合作向模型训练基础设施延伸 https://www.aidailyinsights.cn/2026-11-04/7/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 AMD 第三季度营收增长 45%，数据中心业务接近翻倍 https://www.aidailyinsights.cn/2026-11-04/8/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 超微电脑季度营收增长 298%，上调全年收入预期至 720 亿至 820 亿美元 https://www.aidailyinsights.cn/2026-11-04/9/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 Fal 融资 13 亿美元、估值翻倍至 160 亿美元，扩充生成式媒体推理能力 https://www.aidailyinsights.cn/2026-11-04/10/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 Salesforce 签约收购 Cresta，把语音 Agent 接入客户服务体系 https://www.aidailyinsights.cn/2026-11-04/11/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 Shopify 第三季度营收增长 32%，AI 商务扩张伴随算力和基础设施投入 https://www.aidailyinsights.cn/2026-11-04/12/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 蔡崇信称千问已开源超 470 款模型、下载超 40 亿次，强调开放生态推动普及 https://www.aidailyinsights.cn/2026-11-04/13/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 宇树将重点攻克机器人大脑，王兴兴表示将寻求全球合作 https://www.aidailyinsights.cn/2026-11-04/14/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 苹果家庭机器人硬件已基本完成，软件进度令 2027 年发布目标承压 https://www.aidailyinsights.cn/2026-11-04/15/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 DeepSeek 修复昨日网页与 API 中断，官方状态页现已恢复正常 https://www.aidailyinsights.cn/2026-11-04/16/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 币安披露 63.4 亿美元失窃攻击链，假招聘与内部工具失陷成为入口 https://www.aidailyinsights.cn/2026-11-04/17/ AI Daily Insightszh-cn 2026-11-04T08:00:00+08:00 SK 海力士纽约建厂仍在评估，设备审批进度牵动跨地区投资安排 https://www.aidailyinsights.cn/2026-11-03/1/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 Anthropic 单季收入接近 170 亿美元，短期算力采购压低利润率 https://www.aidailyinsights.cn/2026-11-03/2/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 Anthropic IPO 估值面临重新议价，机构希望落在 1.5 万亿至 1.6 万亿美元 https://www.aidailyinsights.cn/2026-11-03/3/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 DeepSeek Harness 推广创作者模式，用户可通过对话制作自己的插件 https://www.aidailyinsights.cn/2026-11-03/4/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 美团发布 LongCat-2.5，强化视觉理解与长程智能体任务 https://www.aidailyinsights.cn/2026-11-03/5/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 Marvell 签约以 1150 亿美元企业价值收购 Lumentum，整合 AI 光互连技术 https://www.aidailyinsights.cn/2026-11-03/6/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 Palantir 第三季度收入增长 96%，美国商业业务首次超过政府业务 https://www.aidailyinsights.cn/2026-11-03/7/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 Oracle 启动 200 亿美元股债融资，为 AI 基础设施扩建筹资 https://www.aidailyinsights.cn/2026-11-03/8/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 苹果第四财季收入增长 12%，预计假日季毛利率降至 45% 至 46% https://www.aidailyinsights.cn/2026-11-03/9/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 苹果继续研发桌面机器人，软件分歧可能将推出时间推迟至 2028 年 https://www.aidailyinsights.cn/2026-11-03/10/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 可灵 AI 完成约 198 亿元增资交割，快手继续保持控制权 https://www.aidailyinsights.cn/2026-11-03/11/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 Trajectory 获 4500 万美元 A 轮融资，让业务专家参与模型后训练 https://www.aidailyinsights.cn/2026-11-03/12/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 SpaceX 洽谈收购 Boost Mobile 或接入其网络，寻求补齐地面移动覆盖 https://www.aidailyinsights.cn/2026-11-03/13/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 马斯克预测 2029 年轨道算力月部署量将大幅超过地面 https://www.aidailyinsights.cn/2026-11-03/14/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 韩国推动 2027 年约 160 亿美元 AI 与芯片预算，拟较今年近乎翻倍 https://www.aidailyinsights.cn/2026-11-03/15/ AI Daily Insightszh-cn 2026-11-03T08:00:00+08:00 分析师估算 Lazarus 累计盗取 118.7 亿美元加密资产，币安分阶段恢复提款 https://www.aidailyinsights.cn/en/2026-11-04/1/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 OpenAI expands ChatGPT and Codex into physical engineering with Mazda collaboration https://www.aidailyinsights.cn/en/2026-11-04/2/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 Apple Intelligence reaches China’s iOS 27.3 developer beta with Qwen integration https://www.aidailyinsights.cn/en/2026-11-04/3/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 Anthropic uses Claude in custom-chip design as its 15-person team pitches efficiency gains https://www.aidailyinsights.cn/en/2026-11-04/4/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 Anthropic says future models may soon cross its AI R&D acceleration threshold https://www.aidailyinsights.cn/en/2026-11-04/5/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 DeepSeek showcases Harness Creator Mode for building reusable plugins through chat https://www.aidailyinsights.cn/en/2026-11-04/6/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 DeepSeek V5 plans Ascend pretraining as its Huawei collaboration extends deeper into infrastructure https://www.aidailyinsights.cn/en/2026-11-04/7/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 AMD revenue rises 45% as its data-center business nearly doubles https://www.aidailyinsights.cn/en/2026-11-04/8/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 Supermicro revenue jumps 298% and annual sales guidance rises to $72 billion–$82 billion https://www.aidailyinsights.cn/en/2026-11-04/9/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 Fal raises $1.3 billion at a $16 billion valuation to expand generative-media inference https://www.aidailyinsights.cn/en/2026-11-04/10/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 Salesforce agrees to acquire Cresta to connect voice agents with customer-service workflows https://www.aidailyinsights.cn/en/2026-11-04/11/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 Shopify revenue grows 32% as AI commerce adds compute and infrastructure demands https://www.aidailyinsights.cn/en/2026-11-04/12/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 Joe Tsai says Qwen exceeds 470 open models and four billion downloads as Alibaba backs openness https://www.aidailyinsights.cn/en/2026-11-04/13/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 Unitree targets robot intelligence as Wang Xingxing seeks global collaboration https://www.aidailyinsights.cn/en/2026-11-04/14/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 Apple’s home robot has largely finished hardware, but software challenges threaten its 2027 target https://www.aidailyinsights.cn/en/2026-11-04/15/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 DeepSeek restores normal service after yesterday’s web and API disruption https://www.aidailyinsights.cn/en/2026-11-04/16/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 Binance details the $6.34 billion attack chain involving fake recruitment and compromised internal tools https://www.aidailyinsights.cn/en/2026-11-04/17/ AI Daily Insightsen 2026-11-04T08:00:00+08:00 SK hynix’s prospective New York plants face equipment-approval delays affecting its investment plans https://www.aidailyinsights.cn/en/2026-11-03/1/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 Anthropic approaches $17 billion in quarterly revenue as short-term compute squeezes margins https://www.aidailyinsights.cn/en/2026-11-03/2/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 Anthropic investors seek a $1.5 trillion to $1.6 trillion IPO valuation https://www.aidailyinsights.cn/en/2026-11-03/3/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 DeepSeek Harness showcases Creator Mode for building plugins through conversation https://www.aidailyinsights.cn/en/2026-11-03/4/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 Meituan releases LongCat-2.5 with stronger vision and long-running agent capabilities https://www.aidailyinsights.cn/en/2026-11-03/5/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 Marvell agrees to acquire Lumentum at a $115 billion enterprise value to integrate AI connectivity https://www.aidailyinsights.cn/en/2026-11-03/6/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 Palantir revenue rises 96% as US commercial sales overtake government sales https://www.aidailyinsights.cn/en/2026-11-03/7/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 Oracle launches $20 billion in stock and bond fundraising for AI infrastructure https://www.aidailyinsights.cn/en/2026-11-03/8/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 Apple revenue rises 12% as holiday-quarter gross margin is expected to fall to 45%–46% https://www.aidailyinsights.cn/en/2026-11-03/9/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 Apple's tabletop robot faces software disagreements that could delay launch until 2028 https://www.aidailyinsights.cn/en/2026-11-03/10/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 Kling AI closes approximately RMB19.8 billion in financing as Kuaishou retains control https://www.aidailyinsights.cn/en/2026-11-03/11/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 Trajectory raises $45 million to put model post-training in domain experts' hands https://www.aidailyinsights.cn/en/2026-11-03/12/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 SpaceX discusses buying Boost Mobile or using its network to add terrestrial coverage https://www.aidailyinsights.cn/en/2026-11-03/13/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 Musk predicts monthly orbital-compute deployment will far exceed terrestrial additions in 2029 https://www.aidailyinsights.cn/en/2026-11-03/14/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 South Korea seeks roughly $16 billion for AI and chips in 2027, almost double this year's amount https://www.aidailyinsights.cn/en/2026-11-03/15/ AI Daily Insightsen 2026-11-03T08:00:00+08:00 Analyst estimates Lazarus crypto thefts at $11.87 billion as Binance restores withdrawals in stages