AI 资讯 · 2026-07-09
今天AI主线从模型走向基础设施:国家层面压实算力绿电约束,具身世界模型继续开源迭代;Agent开始补齐调用、计费等商业闭环。同时,小米押注自研基座,OpenAI出现战略岗位离职,显示大厂AI组织仍在重排。
明日观察 · 具身模型与Agent基础设施将继续抢占发布窗口。
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国务院:推进算力设施绿色低碳转型,推动新建算力设施主要使用非化石能源电力
国务院推动算力绿电转型
背景与影响
📋 背景: 十五五碳达峰方案要求降低算力能耗 💥 影响: 数据中心建设需更重视绿电与能效合规评分明细
重要性 6 新颖度 7 信源权威 9 技术深度 5 -
官宣!蚂蚁灵波世界模型2.0来了,小时级生成+Agent驱动定义AI交互新范式
蚂蚁灵波开源世界模型2.0
背景与影响
📋 背景: 世界模型竞争转向长时稳定和实时交互 💥 影响: 从业者可关注开源实现与交互生成能力评分明细
重要性 6 新颖度 7 信源权威 5 技术深度 6 -
支付宝发布AIS开发套件:让Agent自动发现、调用、计费
支付宝发布AIS开发套件
背景与影响
📋 背景: Agent商业化需连接支付、接口与经营链路。 💥 影响: 开发者可更便捷接入商业服务与计费能力。评分明细
重要性 4 新颖度 6 信源权威 5 技术深度 4 -
MiMo 基座大模型,小米最有远见的一次投入
小米调整AI组织押注MiMo
背景与影响
📋 背景: 大模型正成为科技公司底层能力,组织需围绕模型协同。 💥 影响: 从业者可关注手机厂商端云模型协同与应用落地。评分明细
重要性 4 新颖度 4 信源权威 4 技术深度 3 实体加权 ×1.30 -
刚刚,OpenAI首席未来学家离职!曾被马斯克骂蠢驴
OpenAI首席未来学家离职
背景与影响
📋 背景: OpenAI围绕AGI安全与治理持续承压 💥 影响: 短期影响有限,关注安全团队与战略走向评分明细
重要性 5 新颖度 5 信源权威 5 技术深度 1 实体加权 ×1.76
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FL Studio 2026 turns its AI chatbot into your assistant engineer
Last year, Image Line introduced Gopher for FL Studio, an AI chatbot that was basically a glorified instruction manual. You asked it how to do something, and it would serve up the relevant instructions. It's the kind of thing I actually use AI for on a semi-regular basis. But in the new release, Gopher can […]
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Character.AI wants a piece of the microdrama pie
Character.AI's plan to become more than just an LLM-powered chatbot platform is going beyond interactive books, comics, and audio dramas. Today, the company announced the debut of c.ai Series - short-form, episodic videos designed to be watched and interacted with on your phone. Unlike traditional microdrama services that feature cheaply produced, live-action shows starring human […]
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Say hello to Claude Wrapped
The popularity of Spotify Wrapped has kicked off a wide range of year-in-review features, on apps from YouTube to Uber - and now, the lookback trend has come to AI. Anthropic on Thursday announced a "reflect" feature for its Claude chatbot, allowing users to see an analysis of their usage data over the past month, […]
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ChatGPT is now a partner for your most ambitious work
ChatGPT Work is an agent that can take action across your apps and files, stay with a project for hours if needed, and turn a goal into finished work.
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GPT-5.6: Frontier intelligence that scales with your ambition
More intelligence from every token, stronger performance per dollar, and more capability on demand for your hardest work.
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GPT-5.5 Bio Bug Bounty
Details about the OpenAI Bio Bounty program
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GPT-5.6 is now the preferred model in Microsoft 365 Copilot
Learn how GPT-5.6 powers Microsoft 365 Copilot with stronger AI capabilities across Word, Excel, PowerPoint, Chat, and Cowork for faster, higher-quality work.
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Popular open source AI developer tool Ollama raises $65M, grows to nearly 9M users
Benchmark-backed Ollama has amassed 176,000 stars, and nearly 17,000 forks on GitHub by helping developers easily run AI on their PCs.
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OpenAI rolls out GPT-5.6 after government greenlight — and announces ‘ChatGPT Work’
About two weeks after OpenAI's GPT-5.6 was caught up in regulatory drama - rolled out only to government-approved organizations during a "limited preview" period - the company has received the Trump administration's greenlight for a public rollout of the model. OpenAI CEO Sam Altman called it "the best model we have ever produced." To celebrate, […]
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Anthropic, OpenAI, and SpaceX are bigger than the last 25 years of tech exits
Three big AI IPOs are set to generate more value than all the U.S. VC-backed exits since 2000.
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Anthropic’s new Claude feature is quietly selling you on AI
Claude’s new Reflect dashboard doesn’t just visualize how you use AI. It also subtly reinforces how much of your daily work now depends on Anthropic’s chatbot.
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The ChatGPT browser is already dead
OpenAI is already shutting down ChatGPT Atlas, its browser that could do tasks for you on your behalf, less than a year after launching it. Atlas was announced in October, but as part of its wave of news about ChatGPT Work today, the company confirmed that it will be "sunsetting" Atlas and is targeting an […]
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How did the government decide OpenAI’s frontier model was safe to release?
"Exactly what that dialog looked like between the government and Anthropic and OpenAI is unclear."
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Anthropic Wants You to Pay Up for Claude Fable 5
Claude subscribers must soon pay usage-based fees to access Anthropic’s best consumer AI model—a sign that the golden era of AI subscriptions is ending.
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OpenAI may have made a fatal misstep in copyright fight with news orgs
OpenAI may be sanctioned for hiding, deleting ChatGPT logs in NYT copyright fight.
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Fidji Simo steps down from leading OpenAI’s AGI work due to illness
OpenAI's Fidji Simo is departing her full-time role as the company's AGI chief and is transitioning to being a "part-time advisor," she said on X. The news follows Simo's original announcement in April that she would take a few weeks of medical leave due to a neuroimmune condition, shortly after she had taken on the […]
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Meta enters the crowded AI coding battle with Muse Spark 1.1
Meta's pitch to users is Spark's ability to handle large agentic workloads, fix bugs, and help with large code migrations — the kind of automation that enterprises are increasingly turning to AI companies to provide.
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Anthropic found a hidden space where Claude puzzles over concepts
The AI firm Anthropic has developed a technique that has given it the clearest glimpse yet at what’s really going on inside large language models as they answer questions or carry out tasks. What they found ranges from the mundane to the unnerving. Researchers at the company built a tool called the Jacobian lens (or…
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OpenAI is shutting down Atlas, but its AI browser ambitions are still growing
OpenAI is sunsetting its AI-powered browser after less than a year. But it's moving some agentic browsing features to its desktop app and a Chrome extension.
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An AI agent startup just let its agent run its $100M fundraise
Lyzr, a startup that builds AI agents for enterprises, used its own AI agent to raise a $100 million round — proof, evidently, that the product actually works.
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OpenAI launches its new family of models with GPT-5.6
OpenAI's latest family of models promises improvements across a range of areas, including cybersecurity.
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OpenAI’s CEO of AGI Deployment, Fidji Simo, Is Stepping Down
The move comes after Simo took significant medical leave. She will stay on as a part-time adviser.
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Fidji Simo steps down from OpenAI’s No. 2 role
OpenAI's No. 2 executive, Fidji Simo, is stepping down from her full-time role after her medical leave proved longer than expected — a leadership vacuum that comes at a tricky time as the company eyes a possible IPO and races to catch Anthropic in the enterprise market.
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国务院:到2030年,新型储能装机容量力争达到3亿千瓦
国务院设定储能装机目标
背景与影响
📋 背景: 碳达峰行动方案明确能源转型目标 💥 影响: 对AI行业仅有间接电力基础设施影响 -
至简动力交付百台「开箱即用」机器人,加速具身量产节奏
至简动力交付百台工业机器人
背景与影响
📋 背景: 具身智能仍处早期,量产交付能力受关注。 💥 影响: 为工业具身落地提供交付案例参考。 -
世界模型首次迎来“小时级”生成!蚂蚁灵波开源LingBot-World 2.0,支持AI原生多人交互
蚂蚁灵波开源LingBot-World 2.0
背景与影响
📋 背景: 世界模型用于生成可交互环境,长时生成仍是难点。 💥 影响: 开发者可尝试长时交互式世界模型应用。 -
36氪首发 | 物理AI公司获晶科能源、国投创新等数亿融资,要做全球能源基础设施“大脑”
深度智控完成数亿元B轮融资
背景与影响
📋 背景: 工业能源系统需要更可信的AI闭环控制 💥 影响: 关注工业AI落地、能源优化与海外市场机会 -
自研焊接具身大脑模型,以“智能焊工”切入工业制造具身智能赛道,「昇视唯盛」完成数亿元B轮融资|36氪首发
昇视唯盛完成数亿元B轮融资
背景与影响
📋 背景: 工业制造场景推动具身智能垂直落地。 💥 影响: 关注工业机器人落地与垂直模型商业化。 -
蚂蚁灵波开源LingBot-Video,全球首个面向具身的视频基模来了!
蚂蚁灵波开源具身视频基模
背景与影响
📋 背景: 具身智能需要更强视频理解与生成基础模型 💥 影响: 为机器人视频建模提供开源基座参考 -
Token账单迷雾:当每百万Token多少钱变成「比价陷阱」
一家传统企业的财务总监第一次拿到Token账单时,通常只有两个感受:一是怎么这么贵,二是怎么算出来的。第一个问题可以通过预算来回答;第二个问题,则要复杂得多,账单上的算法,不同厂商有不同的版本,但剥开来看,核心逻辑都长得很像——不过是“单价乘以用量”的某种变体。变化就发生在这个乘法里。2024年初,中国日均Token调用量是1000亿。到2026年3月,这个数字突破了140万亿——两年,超过1000倍。Token不再只是工程师终端里一行灰色的日志,它正在印入预算表、损益表和季度财报。AI支出也从"研发预算"变成了"运营成本",而且后者还在以季度为单位陡增。欢迎添加微信EATINGNTAE交流国内Token使用现状。Token的出现,第一次让模型生成能力被压缩成一个可计量、可交易、可结算的单位。AI产业的商业模式也正在随之改变。过去,企业采购的是GPU、算力卡,后来购买的是GPU小时、API调用;如今,越来越多厂商开始直接按Token计费、按Token结算。你不再需要知道底层跑的是哪款GPU、花了多少机时,只需要关心最终产出了多少Token。这像极了电力时代的"度"——把复杂的发电、输电
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ICML 精选 Spotlight Poster 汇总:Session 7-2
7月9日,机器学习领域最具影响力的顶级学术会议ICML 2026进入正会第三天。本次大会共接收6352篇论文,其中Spotlight论文536篇(占投稿总数的 2.2%),Oral 论文168篇 (仅占投稿总数的 0.7 %)。作为国际顶级的机器学习会议,今年的ICML吸引了数千篇论文投稿,其中Spotlight论文更是百里挑一,代表着当前AI研究的最前沿方向。雷峰网已派出报道小组赴首尔COEX会展中心参会。在会议现场,我们从Poster展区的数千张学术海报中精选出最具代表性的研究成果,以“一张图+一段解读”的方式呈现给未能亲临现场的读者。雷峰网 & AI科技评论在现场为您带来第一手报道,精选六篇Spotlight论文,涵盖空间智能、脑网络分析、图学习、推理优化、LLM记忆与高效生成等多个领域,一窥AI最前沿的突破与趋势。如果你也想让你的研究成果出现在这里,请与我们联系:1、SpatioLM:面向视觉语言模型的通用物理空间智能SpatioLM: Towards General Physical Spatial Intelligence in Vision-Language Models
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Agent 进化论:从对话到协作
人与 AI 的沟通正在变得越来越像人与人之间的沟通。一位店员用 AI 制作门店宣传视频时,不再把需求列成一段非常细致的 Prompt 发给 AI,然后等待它返回结果;而是直接开启一个与 AI 的对话,告诉它“帮我剪一条今天新品上架的视频”,然后通过连续对话敲定任务的具体细节,就像与人类剪辑师一样。同样的情况已经发生在很多具体场景中。一些程序员在通勤或散步时会用语音和 Agent 讨论一个功能该怎么设计,如何实现;有用户在玩游戏时,会不断与 AI 游戏助手沟通现在应该做哪些任务,当前的关卡还有哪些道具没有收集……进入 Agent 时代,AI 不再只是输入框另一端的响应系统,而是开始进入需求讨论、方案判断和任务执行的全过程。这种角色变化,也让音视频对话成为越来越多人与 Agent 交互的主要方式。数据显示,豆包 App 在今年一季度的音频用量环比增长约200%,视频用量增长约350%;近一年来的音视频模型日均 Token 消耗已经达到千亿级别。联想天禧 AI 看世界功能从2025年8月上线到2026年5月,人均对话轮次提升至刚上线时的1.65倍,是传统一问一答主对话的3倍。当越来越多的人把
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法国对英伟达反垄断调查接近尾声,最高或面临全球年度营收10%罚款
法国竞争管理局官员对外确认,针对AI芯片巨头英伟达的反垄断调查已临近收尾,监管机构大概率很快出具正式异议声明,指控企业存在多项限制市场竞争行为。据报道,本次调查始于2023年,监管机构当年突击检查英伟达法国分部,核心围绕英伟达在全球GPU、AI云计算赛道的绝对主导地位展开核查。按照法国反垄断法规,一旦最终裁定违规,英伟达最高将面临全球年度营收10%的巨额罚款。(财联社)
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中国机器人大脑引爆海外,蚂蚁灵波全栈2.0模型定义具身智能“新大脑”
蚂蚁灵波发布具身大脑2.0
背景与影响
📋 背景: 具身智能竞争升温,世界模型成为机器人关键方向 💥 影响: 开发者可关注其长视频生成与实时交互能力 -
刚刚,全球首个具身专属的MoE视频模型,开源了!
具身MoE视频模型开源
背景与影响
📋 背景: 具身智能需要更适配机器人场景的视频生成模型。 💥 影响: 为机器人视频建模研究提供开源参考。 -
揭秘Momenta:马斯克式CEO、AI执念和量产机器丨深氪
Momenta赴港IPO并披露量产成绩
背景与影响
📋 背景: 自动驾驶公司转向量产,Momenta上市受关注 💥 影响: 提供辅助驾驶商业化路径与市场份额参考 -
人手数据,如何重塑机器人基础模型?专访 LaST-HD 一作刘家铭
LaST-HD探索人手数据训练机器人
背景与影响
📋 背景: 具身智能数据采集成本高且难复用 💥 影响: 为机器人训练数据路线提供参考 -
国务院:推动新型储能规模化发展,大力发展长时储能
国务院推动新型储能规模化发展
背景与影响
📋 背景: 碳达峰方案要求提升新能源消纳能力 💥 影响: 间接改善算力用电与绿电供给预期
- AMI Labs 冯雁:AI 迈向现实世界,世界模型不可或缺 | ICML 2026
- 工业富联:预计2026年半年度净利润同比增长93%-101%
- 国务院:到2030年,新能源汽车保有量占比力争达到30%
- 蔚蓝锂芯:拟在印尼投资2.9亿美元建设锂电池项目
- 天华新能:预计2026年半年度净利润22亿元-24亿元,同比扭亏为盈
- 国务院:推动产业结构绿色低碳转型,持续增强新能源、新能源汽车、动力电池等产业竞争优势
- 独家丨快造科技估值翻数倍至70亿元,参照拓竹融资史,老股东「包场」
- 上市前夜|35岁清华学霸冲港股IPO,做出手机指纹中国第二
- 从餐饮后厨到物理世界基础模型:量化派的物理AI,走的是卖能力的路
- 2026年世界人工智能大会,7月17-7月20上海举办
- 氪星晚报|大众汽车管理层考虑2031年起关闭德国部分工厂;消息称三星晶圆代工部分制程涨价;国家超算互联网核心节点正式上线
- 三峡新材:拟携间接控股股东约26亿元投资临港汽车及电子玻璃项目
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