{"updatedAt":"2026-11-05 21:54","timezone":"Asia/Shanghai","tags":["全部","AI","芯片","基建","资本","产品"],"items":[{"id":"20261105-night-1","time":"11/5 21:50","slot":"夜档","tag":"资本","title":"Agility Robotics 登陆纳斯达克，成美国首家纯人形机器人上市公司","why":"与 Churchill XI 合并并配套融资毛募约 4.65 亿美元，代号 AGLT；Digit 5 多年代单超约 3 亿美元，人形机器人进入公开市场定价阶段。","source":"Agility","href":"https://www.agilityrobotics.com/content/agility-becomes-first-u-s-publicly-listed-pure-play-humanoid-robotics-company-begins-trading-today-on-nasdaq-as-aglt","accent":0,"hasArticle":true},{"id":"20261105-night-2","time":"11/5 21:50","slot":"夜档","tag":"基建","title":"OpenAI 发布社区契约：自有园区承诺自付全部电力成本","why":"中期选举多地否决数据中心后，OpenAI 推出 National Community Compact，承诺自付电费与配套基建、公开用水用电并限制对官员 NDA，同时呼吁写入法规。","source":"OpenAI","href":"https://openai.com/index/setting-new-standard-responsible-ai-infrastructure/","accent":1,"hasArticle":true},{"id":"20261105-night-3","time":"11/5 21:50","slot":"夜档","tag":"资本","title":"中国安审禁止 SoftBank 收购 ABB 机器人中国业务","why":"约 53.75 亿美元交易中，中方外商投资安全审查禁止收购中国业务；ABB 称双方仍在磋商。机器人数据外流与 AI 训练成跨境并购新红线。","source":"ABB","href":"https://new.abb.com/news/detail/140154/update-on-divestment-of-abb-robotics","accent":2,"hasArticle":true},{"id":"20261105-night-4","time":"11/5 21:50","slot":"夜档","tag":"芯片","title":"CNBC：月之暗面洽谈经欧洲云租用 Nvidia Blackwell","why":"在对华出口管制下讨论租用欧洲 neocloud 上数千颗 Blackwell 做推理乃至训练；远程访问仍是管控缺口，RASA 等立法压力上升。","source":"CNBC","href":"https://www.cnbc.com/2026/11/05/moonshot-ai-nvidia-chips-europe-china.html","accent":0,"hasArticle":true},{"id":"20261105-night-5","time":"11/5 21:50","slot":"夜档","tag":"AI","title":"百度开源 ERNIE 5.5 Flash Base：280B 稀疏 MoE 预训练基座","why":"激活约 14B、预训练约 33.5T token，MMLU 约 93.3；提供未后训练权重供社区继续训，对标同档开源基座竞争加剧。","source":"百度 ERNIE","href":"https://ernie.baidu.com/release/ernie-5-5-flash-base/","accent":1,"hasArticle":true},{"id":"20261105-night-6","time":"11/5 21:50","slot":"夜档","tag":"芯片","title":"美光据报因劳资争议暂停台湾约 45 亿美元新厂建设","why":"桃园 Fab 11E（DRAM/HBM，原指望约 2028）据 Bloomberg 因工会利润分享诉求暂停；AI 内存扩产节奏再添不确定性。","source":"Bloomberg","href":"https://www.bloomberg.com/news/articles/2026-11-05/micron-pauses-work-on-4-5-billion-taiwan-plant-after-labor-spat","accent":2,"hasArticle":true},{"id":"20261105-night-7","time":"11/5 21:50","slot":"夜档","tag":"基建","title":"AdaniConneX 据报洽谈约 15 亿美元数据中心贷款","why":"与 EdgeConneX 合资方向 DBS、FAB、MUFG 等寻求约 15 亿美元中长期贷款，支撑印度 AI/云机房扩张，承接全球算力外溢叙事。","source":"Mint","href":"https://www.livemint.com/companies/news/adani-group-said-to-seek-1-5-billion-for-data-centre-financing-11793678832033.html","accent":0,"hasArticle":true},{"id":"20261105-evening-1","time":"11/5 17:50","slot":"晚间","tag":"AI","title":"OpenAI 安全流水线一次跑出约 948 条 Linux 提权路径","why":"自动化流水线复现约 1724 漏洞、生成约 948 个可工作 LPE 与候选补丁，成本约 121 万美元；AI 挖洞进入可规模化阶段。","source":"OpenAI","href":"https://openai.com/index/a-thousand-fewer-paths-to-root/","accent":0,"hasArticle":true},{"id":"20261105-evening-2","time":"11/5 17:50","slot":"晚间","tag":"基建","title":"Google 为 TeraWulf—Anthropic 约 190 亿美元租约提供信用背书","why":"Google 信用支持肯塔基约 401 MW 园区项目融资，并签 Fluor EPC；超大规模厂用投资级信用给 AI 租户背书。","source":"TeraWulf IR","href":"https://investors.terawulf.com/news-events/press-releases/detail/148/terawulf-secures-google-credit-backstop-for-project-financing-in-support-of-19-billion-anthropic-lease-executes-definitive-fluor-epc-agreement","accent":1,"hasArticle":true},{"id":"20261105-evening-3","time":"11/5 17:50","slot":"晚间","tag":"资本","title":"OpenAI 总裁：企业收入已成主力，自认 2027 年可上市","why":"Brockman 称大部分收入来自企业销售，并表示认为 2027 年可做好 IPO；加大 Codex 对标 Anthropic 年底上市。","source":"智通财经","href":"https://cn.investing.com/news/stock-market-news/article-3650756","accent":2,"hasArticle":true},{"id":"20261105-evening-4","time":"11/5 17:50","slot":"晚间","tag":"AI","title":"Meta 收购 AI 编程初创 Conductor","why":"Conductor 可并行部署多智能体写代码，条款未披露；云服务 11/20 关停。继 Pierre 后编码 Agent 并购升温。","source":"TechCrunch","href":"https://techcrunch.com/2026/11/04/meta-acquires-ai-coding-startup-conductor/","accent":0,"hasArticle":true},{"id":"20261105-evening-5","time":"11/5 17:50","slot":"晚间","tag":"基建","title":"Google 追加约 150 亿美元投马来西亚数据中心","why":"2027–2028 扩建与新建园区，配套超约 1 GW 清洁电力；美选后数据中心出海、东南亚承接叙事升温。","source":"Malay Mail","href":"https://www.malaymail.com/news/malaysia/2026/11/04/google-commits-additional-us15b-to-malaysia-data-centre-expansion-over-two-years-projects-37000-jobs-as-anwar-hails-investment/241985","accent":1,"hasArticle":true},{"id":"20261105-evening-6","time":"11/5 17:50","slot":"晚间","tag":"芯片","title":"微珩启元一个月内连完成两轮融资，瞄准 3D DRAM 近存","why":"金额与投资方未披露，资金主投 AI 推理芯片与高带宽内存；融合近存/存算/RISC-V 缓解内存墙。","source":"智通财经","href":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2026-11-05/doc-inixsrry6062155.shtml","accent":2,"hasArticle":true},{"id":"20261105-evening-7","time":"11/5 17:50","slot":"晚间","tag":"产品","title":"Ricursive 开源 Ripple-65B：约 3200 万美元训出美系开源编程标杆","why":"预训练约 12T token，称 Terminal-Bench 2.1 美系开源 SOTA（约 80.5）；Apache 2.0 上线，冲击大厂军备叙事。","source":"Ricursive","href":"https://www.ricursive.com/ripple","accent":0,"hasArticle":true},{"id":"20261105-mid-1","time":"11/5 11:52","slot":"午间","tag":"资本","title":"美中期选举后韩股半导体急跌，触发卖出 Sidecar","why":"民主党横扫加剧数据中心许可担忧，KOSPI 盘中跌超约 5%；三星、海力士重挫，美股 CoreWeave、美光等隔夜亦大跌。","source":"Asia Business Daily","href":"https://www.asiae.co.kr/en/article/2026110510324950510","accent":0,"hasArticle":true},{"id":"20261105-mid-2","time":"11/5 11:52","slot":"午间","tag":"资本","title":"高盛：五大云表外 AI 承诺合计逾约 3 万亿美元","why":"Alphabet、亚马逊、Meta、微软、甲骨文租赁承诺约 1.7 万亿（逾七成未起租），另有采购承诺约 1.9 万亿，债务融资仍关键。","source":"Yahoo Finance","href":"https://finance.yahoo.com/markets/article/big-tech-has-more-than-3-trillion-in-ai-commitments-that-dont-show-up-on-its-balance-sheets-110100907.html","accent":1,"hasArticle":true},{"id":"20261105-mid-3","time":"11/5 11:52","slot":"午间","tag":"资本","title":"高盛与阿波罗洽谈分销 SpaceX 约 400 亿美元 GPU 融资","why":"双方已接触华尔街买家拆售史上最大 GPU 融资切片；结构旨在表外持有，交付料自 2027 年起，选举后 AI 债市承压时推进。","source":"Bloomberg Law","href":"https://news.bloomberglaw.com/business-and-practice/goldman-apollo-in-talks-to-sell-spacexs-40-billion-ai-deal","accent":2,"hasArticle":true},{"id":"20261105-mid-4","time":"11/5 11:52","slot":"午间","tag":"AI","title":"Claude Code 产品负责人 Cat Wu 加盟 OpenAI","why":"Wu 上周离开 Anthropic，将领导 OpenAI 核心产品产品管理；Coding Agent 人才战升温，时点临近 Anthropic IPO。","source":"Business Insider","href":"https://www.businessinsider.com/cat-wu-joins-openai-from-anthropic-product-lead-coup-2026-11","accent":0,"hasArticle":true},{"id":"20261105-mid-5","time":"11/5 11:52","slot":"午间","tag":"芯片","title":"前谷歌 TPU 工程师创业公司 Tenspresso 洽谈约 5 亿美元估值融资","why":"成立约三个月，据报拟至少募约 5000 万美元；瞄准长上下文专用芯片，首款设计目标约 2027 年底至 2028 年初。","source":"Bloomberg","href":"https://www.bloomberg.com/news/articles/2026-11-04/months-old-chip-startup-tenspresso-in-talks-for-500-million-valuation","accent":1,"hasArticle":true},{"id":"20261105-mid-6","time":"11/5 11:52","slot":"午间","tag":"芯片","title":"韩国科技部与 AMD 推进 AI 芯片实质合作","why":"双方召开 MOU 指导委员会，讨论国产 NPU 与 AMD CPU/GPU 异构算力、在韩设 AI 研究中心及人才合作；AMD 首次在韩办 Advancing AI。","source":"Seoul Economic Daily","href":"https://en.sedaily.com/technology/2026/11/05/koreas-science-ministry-and-amd-launch-ai-chip-cooperation","accent":2,"hasArticle":true},{"id":"20261105-mid-7","time":"11/5 11:52","slot":"午间","tag":"基建","title":"台积电据报评估得州谢尔曼约 450 亿美元双厂","why":"德州文件指向未具名晶圆厂约 450 亿美元两座工厂、约 5000 岗位、目标约 2029 年末量产；台积电称仍在评估，或与三星得州代工对垒。","source":"TrendForce","href":"https://www.trendforce.com/news/2026/11/02/news-tsmc-reportedly-eyes-potential-us45b-fab-expansion-in-sherman-texas-raising-stakes-for-samsung/","accent":0,"hasArticle":true},{"id":"20261105-mid-8","time":"11/5 11:52","slot":"午间","tag":"产品","title":"Together AI 推出 Compiler：用智能体持续优化开源推理","why":"面向模型与流量快速变化的「多态推理」，多智能体持续编译 GPU 内核；已在部分无服务器端点默认启用，专属部署开放有限内测。","source":"Together AI","href":"https://www.together.ai/blog/polymorphic-inference","accent":1,"hasArticle":true},{"id":"20261105-mid-9","time":"11/5 11:52","slot":"午间","tag":"基建","title":"五部门部署算力与机房节能降碳改造","why":"《实施全面节约战略行动方案》要求推进算力、基站和机房节能降碳并优化用能结构；目标 2030 年规上工业单位增加值能耗较 2025 降约 10% 以上。","source":"中国政府网","href":"https://www.gov.cn/zhengce/202611/content_7085043.htm","accent":2,"hasArticle":true},{"id":"1","time":"11/4 21:50","slot":"夜档","tag":"基建","title":"美中期选举：多地公投限制数据中心与 AI 基建","why":"WaPo 称约二十余项地方限制通过，Stateline 统计约 33 项；SemiAnalysis 称得州约占美 2028 新增容量四成，CoreWeave、Oracle 等承压。","source":"Axios","href":"https://www.axios.com/2026/11/04/ai-data-center-election-slowdown","accent":0,"hasArticle":true},{"id":"2","time":"11/4 21:50","slot":"夜档","tag":"AI","title":"OpenAI 据报收购 Pierre，Code Storage 并入 Codex","why":"Axios 称 OpenAI 将收购 Pierre Computer，并把 Code Storage 更深并入 Codex；条款未披露，产品叙事对准 GitHub 开发者工具栈。","source":"Axios","href":"https://www.axios.com/2026/11/04/openai-pierre-computer-github","accent":1,"hasArticle":true},{"id":"3","time":"11/4 21:50","slot":"夜档","tag":"资本","title":"Meta 启动首笔欧元多档债","why":"接约 150 亿美元五档美元债后，Meta 启动首笔欧元多档债，继续为 AI 基建与运营融资；市场关注利率、期限与与美元债的互补结构。","source":"Bloomberg","href":"https://www.bloomberg.com/","accent":2,"hasArticle":true},{"id":"4","time":"11/4 21:50","slot":"夜档","tag":"芯片","title":"中国云巨头据报订约约 600 万颗 RTX Pro 5500","why":"Bloomberg 称中国云巨头订约约 600 万颗 RTX Pro 5500、规模约 700 亿美元，但未来约四个月仅望交付约 1%，供应约束尖锐。","source":"Bloomberg","href":"https://www.bloomberg.com/","accent":0,"hasArticle":true},{"id":"5","time":"11/4 17:50","slot":"晚间","tag":"芯片","title":"甲骨文据报取消腾讯约 70 亿美元 AI 芯片租赁","why":"FT 称在美政府施压下，甲骨文取消腾讯约 70 亿美元 AI 芯片租赁；出口管制从芯片销售延伸到云端算力租赁与跨境转租。","source":"FT","href":"https://www.ft.com/content/dc140eb8-77e5-4b54-b643-637f66371ec2","accent":2,"hasArticle":true},{"id":"6","time":"11/4 17:50","slot":"晚间","tag":"产品","title":"腾讯混元 Hy4 正式版：视觉 + 电脑操作","why":"腾讯混元 Hy4 正式版上线，具备视觉理解与电脑操作能力，计划开源权重；已上腾讯云等渠道，开源旗舰竞争再升温。","source":"TechNode","href":"https://technode.com/2026/11/04/tencent-launches-hy4-with-vision-and-computer-use-capabilities/","accent":0,"hasArticle":true},{"id":"7","time":"11/4 17:50","slot":"晚间","tag":"资本","title":"凌川科技约 10 亿元 B 轮，瞄准 AI 视频芯片","why":"凌川科技完成约 10 亿元 B 轮，聚焦 AI 视频芯片；国内端侧与生成式视频算力赛道继续加码，资本向专用加速器倾斜。","source":"36氪","href":"https://www.36kr.com/","accent":1,"hasArticle":true},{"id":"8","time":"11/4 12:00","slot":"午间","tag":"产品","title":"国行 Apple 智能随 iOS 27.3 开发者预览落地","why":"国行 Apple 智能随 iOS 27.3 开发者预览落地并接入阿里千问，覆盖实时翻译、写作与视觉智能等；正式版料 12 月推出。","source":"MacRumors","href":"https://www.macrumors.com/2026/11/03/ios-27-3-apple-intelligence-china-2/","accent":1,"hasArticle":true},{"id":"9","time":"11/4 12:00","slot":"午间","tag":"芯片","title":"英伟达据报要求云客户新约至少 51% 非中国","why":"FT 称英伟达口头要求云客户新约至少 51% 算力不服务中国相关需求；出口合规从直销芯片进一步传导到云端租赁侧。","source":"FT","href":"https://www.ft.com/","accent":2,"hasArticle":true},{"id":"10","time":"11/4 07:56","slot":"早间","tag":"芯片","title":"AMD Q3：营收约 $133.8 亿，数据中心近翻倍","why":"AMD Q3 营收约 $133.8 亿（+45%），数据中心约 $85.5 亿（+97%）；Q4 指引约 $170 亿，并展望 2027 整体营收增超 80%。","source":"AMD IR","href":"https://ir.amd.com/news-events/press-releases/detail/1303/amd-reports-third-quarter-2026-financial-results","accent":0,"hasArticle":true},{"id":"11","time":"11/4 07:56","slot":"早间","tag":"基建","title":"Super Micro / Arista 同夜验证 AI 需求","why":"Super Micro Q1 FY27 营收约 $199 亿并上调全年至约 $720–820 亿；Arista Q3 约 $36.6 亿（+58.5%），美洲云客户仍是主仓。","source":"Arista","href":"https://www.arista.com/en/company/news/press-release/25025-pr-20261103","accent":2,"hasArticle":true},{"id":"12","time":"11/3 21:50","slot":"夜档","tag":"AI","title":"CrowdStrike 收购 Fiddler + Dreadnode 并上线 Kill Switch","why":"WSJ 称合计约 $4.95 亿收购 Fiddler 与 Dreadnode，并上线 AI Kill Switch，把 Agent 可观测、安全测试与运行时熔断拼到同一平台。","source":"CrowdStrike","href":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-to-acquire-dreadnode-advance-ai-trust/","accent":1,"hasArticle":true},{"id":"13","time":"11/3 17:50","slot":"晚间","tag":"资本","title":"Salesforce 签署收购 Cresta，约 $27 亿","why":"The Information 称 Salesforce 以约 $27 亿签署收购 Cresta，语音优先客服 Agent 将并入 Service Cloud / Agentforce。","source":"Salesforce","href":"https://www.salesforce.com/news/stories/salesforce-signs-definitive-agreement-to-acquire-cresta/","accent":2,"hasArticle":true},{"id":"14","time":"11/3 11:50","slot":"午间","tag":"AI","title":"Anthropic 修订 S-1：Q3 营收约 $170 亿","why":"Anthropic 修订 S-1 披露 Q3 营收约 $170 亿（约 +1127%），九个月约 $332.4 亿，净亏约 $232.9 亿，算力/基建承诺约 $8954 亿。","source":"CNBC","href":"https://www.cnbc.com/2026/11/02/anthropic-ant-s-1-quarter-financials.html","accent":0,"hasArticle":true}]}