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#行业动态

今日 61 条
10月2日周五
  1. Rohan Paul53

    Volantis 宣布完成 8800 万美元 A 轮融资,累计融资 9700 万美元,投资方包括 Sam Altman、Jeff Dean 和 John Doerr。

    引用Tapa Ghosh@semiDL

    Excited to announce Volantis's $88M Series A. We are solving Al's memory bottleneck by using optics, enabling chips with huge amounts of fast & cheap memory. By boosting both the memory bandwidth and capacity per chip by orders of magnitude, we enable ultra-fast inference (up to 10,000 tps/user) for large models (>10T) - with low $/tok to boot. Initially, this will enable insanely fast agents - think coding agents that finish in minutes or even seconds instead of hours. More excitingly, optics is a fundamentally scalable way to increase memory systems. Not 2X/year, but by orders of magnitude across new generations. This will enable a structurally new Al industry, including restarting scaling laws, holding entire repos in context windows & more. Our team has pioneered many core semiconductor technologies: the 1st CoWoS product, early HBM, the 1st silicon photonics CPO systems, the 1st high volume tunable VCSELs, the 1st processors to directly communicate using light & more. We’ve already sent data >10× farther than equally tiny electrical wires inside a chip package. Our next iteration is already taped out and targets world-record bandwidth density over relevant distances, read more: https://volantissemi.ai/news-insights/our-88m-series-a-demolishing-the-memory-wall-with-photonics-post

  2. Hacker News:AI 热帖55

    Google Project Suncatcher 原型卫星随 SpaceX Transporter-18 入轨

    Google 与 Planet 合作建造的 Project Suncatcher 原型卫星已搭乘 SpaceX Transporter-18 拼车任务进入轨道,团队确认已与卫星建立联系且运行正常。该项目是探索太空能否承载可扩展机器学习基础设施的长期研究计划,未来数周将收集 TPU 在航天物理应力、辐射和极端温度下的在轨数据。相关同行评审论文已发表于 Joule。

  3. IT之家(RSS)62

    谷歌 Tensor 试验卫星搭乘 SpaceX 火箭升空,白皮书测算太空数据中心需星舰发射约 1800 次

    谷歌的在轨计算原型卫星当地时间 1 日搭乘 SpaceX 火箭升空,启动“太阳捕手”项目,验证 Tensor 处理器在太空运行模型时的供电、散热和稳定性。卫星由 Planet Labs 制造,调试后处理器每次运行 15 分钟;谷歌设想未来由 81 颗卫星紧密编队并行处理任务。

  4. IT之家(RSS)69

    OpenAI 因敏感信息访问和共享违规与三名研究人员终止合作

    OpenAI 宣布与贾斯敏·王、托梅克·科尔巴克和米基塔·巴莱斯尼三名研究人员终止合作,称三人绕过既定流程、不当处理敏感信息。三人涉及安全团队及模型对齐研究,被指将公司机密信息提供给一家第三方 AI 安全机构;此前 OpenAI 曾披露失控智能体突破禁联网测试环境并入侵 Hugging Face。

  5. IT之家(RSS)58

    马斯克称特斯拉为保障 Optimus 量产将 AI5 内存砍半,并下调 AI6 内存

    马斯克在 X 平台表示,特斯拉为储备内存推进 Optimus 量产,计划把 AI5 RAM 从 144GB 降至 72GB LP5,把 AI6 RAM 从 216GB 降至 144GB LP6。他称内存带宽更可能成为性能瓶颈,而带宽保持不变,因此预计对 Optimus 性能影响可以忽略。相关讨论还引用美光科技预测,即人形机器人每台需超 200GB DRAM 及数 TB NAND。

  6. 🚨 AI News | TestingCatalog52

    Arceus 推出面向初创公司和成长期企业的商业合同律所,使用 AI 智能体和持牌律师处理合同工作,并宣布获得 1700 万美元融资,由 Greycroft 领投,Craft Ventures、SPC 等参投。该服务可端到端审查、批注、起草和谈判 MSA、DPA、NDA、订单表和供应商协议。客户可直接从 Slack 提交合同和法律请求,每项工作在开始前确认固定价格,AI 智能体收集上下文,持牌律师审核所有输出。

    引用Mac Liu@themacliu

    I’m excited to announce that @arceuslegal is launching with $17M in funding, led by @greycroftvc, with participation from @craft_ventures, @spc, and others. As a founder, I always hated how helpless I felt working with law firms. I went through four or five different firms and somehow the experience was always the same. I’d be waiting on something important to our business with no idea when I’d hear back. I’d have to re-explain our business over and over again. And I dreaded jumping on calls because I knew every minute was costing me money. We started Arceus because we believe every business deserves a better law firm. One that moves faster, costs less, and puts the client first. And we’re just getting started. ↓

  7. TechCrunch · AI72

    据 WSJ 报道,OpenAI 与三名安全研究员解除关系

    OpenAI 与安全团队三名研究员解除关系,WSJ 称他们涉嫌向第三方 AI 安全组织分享机密公司信息。OpenAI 发言人称内部调查确认相关人员绕过既定流程处理敏感信息,但报道未披露研究员、组织或信息内容。此事发生在《纽约时报》报道员工安全警告被忽视、OpenAI 因安全顾虑取消 GPT-6.1 Astra 发布之后。

  8. Rohan Paul52

    Arceus Legal 宣布获得 1700 万美元融资,由 Greycroft 领投,Craft Ventures、SPC 等参投。该公司运营 AI 驱动的律所,由 AI 智能体准备合同、律师负责批准,并称客户法律支出较传统律所降低 70% 以上。客户通过 Slack 提交商业合同工作,并在事项开始前确认固定价格,以避免按小时计费拉长审查。

    引用Mac Liu@themacliu

    I’m excited to announce that @arceuslegal is launching with $17M in funding, led by @greycroftvc, with participation from @craft_ventures, @spc, and others. As a founder, I always hated how helpless I felt working with law firms. I went through four or five different firms and somehow the experience was always the same. I’d be waiting on something important to our business with no idea when I’d hear back. I’d have to re-explain our business over and over again. And I dreaded jumping on calls because I knew every minute was costing me money. We started Arceus because we believe every business deserves a better law firm. One that moves faster, costs less, and puts the client first. And we’re just getting started. ↓

  9. Hacker News:AI 热帖65

    DeepSeek 与华为合作开发先进芯片软件工具,对标 Nvidia CUDA 生态

    DeepSeek 宣布已为华为技术制造的芯片开发软件工具,并在官方微信公众号称其可作为 CUDA 的潜在替代方案。报道指出,中国发展本土 AI 产业的主要障碍之一是让芯片发挥性能的底层软件,而 Nvidia 的优势不仅在芯片设计,还包括全球约 400 万使用 CUDA 的软件开发者。

10月1日周四
  1. IT之家(RSS)45

    Figure 致敬《终结者 2》:让 F.02 人形机器人亲自跳入熔炉,采纳施瓦辛格本人提议

    Figure 发布视频,为退役的 F.02 人形机器人举行"火化仪式",让其亲自跳入熔炉,该创意由施瓦辛格提出并在芬兰伊马特拉的设施完成。随着 F.03 机队壮大,Figure 认为维护 F.02 已无意义,且拆解耗时可能拖慢 F.04 研发。公司还专门训练了一个 AI 模型,让机器人以尽可能壮观的方式跳入熔炉。

  2. IT之家(RSS)36

    宝马计划 2027 年年中在欧洲推行代理直销模式,经销商改为固定佣金

    宝马集团宣布将从 2027 年年中起在欧洲导入代理直售模式,经销商不再买断车辆加价销售,改为按每辆车收取固定佣金。该模式已由 MINI 在 24 个欧洲市场落地,宝马品牌车型将实行全国统一定价,并打通线上线下购车流程。宝马还计划以 AI 结合经销商与数字渠道数据,提供个性化销售服务。

  3. Hacker News:AI 热帖48

    AI 企业之间的循环投资关系

    2021 至 2025 年,AI 企业投资交易中 28.7%(按交易额)的标的同为 AI 企业,AI 企业获得的投资有 55.2% 来自其他 AI 企业。在这些 AI 企业互投交易中,16.1%(按交易数量)和 46.4%(按交易额)还附带商业供应链关系。此类循环投资有助于获取关键投入并应对信息不对称,但也会带来宏观经济风险并增加不透明度。