AI 资讯 · 2026-07-29

月之暗面Kimi已完成F轮融资，融资金额超35亿美元，投后估值涨至350亿美元。因超目标金额3倍多，本轮融资系提前关闭，原定8月开始的G轮（Pre IPO轮）已提前开始，投前估值升至500亿美元。（财联社）

大公司： 美的集团：受欧洲持续极端高温影响当地空调需求爆发，空调芜湖、广州双基地一月内新增欧洲订单共20万台 36氪获悉，美的集团在互动平台表示，受欧洲持续极端高温影响，当地空调需求爆发，美的空调芜湖、广州双基地一月内新增欧洲订单共20万台。PortaSplit移动分体空调自6月新增接单超16万台。7月，法国3万台移动空调紧急订单中2万台已完成发运。  新东方：2026财年第四季度净营收15.3亿美元，同比增长23.0% 36氪获悉，新东方发布截至2026年5月31日止第四季度及年度的未经审核财务业绩，第四财季净营收15.3亿美元，同比增长23.0%；第四财季经营利润8580万美元，上年同期亏损870万美元。 瓴羊AgentOne“四名AI员工”正式上岗，覆盖销售、客服、运营、营销四大场景 7月29日，瓴羊AgentOne四名AI员工正式上岗，分别覆盖AI销售、AI客服、AI运营和AI营销四个场景。企业也可以根据自身业务需求，基于AgentOne的能力，和瓴羊FDE（前沿部署工程师）团队一起打造专属场景的X员工。“瓴羊AgentOne以业务效果为导向，以企业数据为基座，以岗位标杆为预设

曾轶办公室里的那壶茶续了一遍又一遍，谈话就是这么松松散散地展开的——很典型的广东式会客，不必正襟危坐，事情却也谈得不含糊。他讲话带着潮汕口音的余韵，语速不快，总是笑着把一句话说完。笑的时候眼睛眯起来，人也跟着往前倾一点，很容易让人放松下来。聊AI、聊RISC-V，话题落到行业里，他有一种克制不住的兴奋。过去两三年，RISC-V在国内的势头比他预想的还要快，端侧和IoT已经全面铺开，尤其在深圳和大湾区，大量公司正在从ARM往RISC-V切。更让他兴奋的是AI带来的变量——各家科技巨头都在用RISC-V做定制化AI处理器，高通、谷歌、Meta，没有例外。他觉得，这是RISC-V第一次摸到了一个真正的大机会。隼瞻就踩在这条线上。22年起家，二十来个人，押注领域专用架构（DSA），为客户提供客制化的CPU、DSP、NPU等处理器内核，曾轶曾在行业里摸爬了二十年，太清楚通用处理器在后摩尔时代的半导体行业已经难以满足芯片和算法的需求。三年过去，生意已经实实在在地跑起来了。生意做起来之后，客户和隼瞻的关系也逐渐变得紧密——紧密到我问他，客户会不会担心被绑定在隼瞻的平台上，这本该是个不太好接的问题。曾

导语： 凌晨三点，新手爸妈第三次起身，摸黑查看宝宝尿裤有无侧漏、臀部是否闷出红疹。依靠经验熬夜看护的传统育儿模式，已是无数家庭的共同困扰。而随着 AI 技术产业化落地，这一育儿痛点迎来全新解法。 2022 年 ChatGPT 问世，拉开生成式 AI 商业化序幕。国内 AI 产业蓬勃发展，百模大战持续推进，AI 感知、物联网、大数据等技术日趋成熟，为实体产业智能化升级提供坚实支撑。 母婴作为刚需赛道，顺势拥抱智能变革。新锐品牌吸牛裤抢先布局 AI 智能尿裤赛道，精准捕捉行业变革风口，依托自研硬核技术，开辟贴身智能育儿新路径。 图片1 育儿需求 从“满足生存”转向“精准科学养护” 90、95 后双职工父母成为母婴消费主力，育儿理念彻底摆脱传统经验主义，科学化、轻量化、低焦虑成为核心诉求。据易观《Z 世代新母婴人群消费洞察 2023》，51% Z 世代宝妈选购母婴产品优先选择智能款，44.1% 认为智能产品安全性更高，43.1% 看重便捷性。结合多份行业调研，新一代父母核心需求分为四点： 职场育儿双重压力，急需减负工具 92% Z 世代夫妻为双职工，95 后家庭母婴支出占家庭收入 30%，

The AI agent that escaped from OpenAI and hacked developer platform Hugging Face attacked other companies as well, OpenAI revealed on Tuesday. The update substantially widens the scope of an already concerning incident, which has alarmed industry insiders and fueled growing calls for stronger oversight on frontier AI systems. In an update to a blog […]

当前，AI技术正加速向实体经济各领域渗透深化，智能硬件作为AI能力落地实体场景的核心载体，已进入产品能力升级与产业价值提升的关键发展阶段。腾讯研究院2026年3月的调研数据显示，国内已有80.8%的消费者购买或使用过至少一类AI相关硬件产品，其中32.0%的用户表示将在未来三个月增加相关消费支出，消费端市场需求具备稳步向上的支撑基础。与此同时，端侧AI芯片、轻量化大模型、多传感融合等底层技术不断取得突破，推动智能硬件逐步降低对云端算力的依赖，本地自主感知、分析决策与功能迭代的能力持续增强，产业端的数字化赋能效果也得到了较为明显的改善与提升。然而，行业发展仍面临碎片化竞争加剧、供应链成本承压、场景规模化落地不足、数据安全合规要求升级等现实挑战。传统依托硬件参数堆砌、低价代工走量的增长路径，已难以适配AI原生阶段的竞争要求。基于上述行业背景，36氪研究院发布《2026年中国智能硬件行业发展研究报告》，系统梳理行业发展脉络与产业生态格局，拆解产业链上中下游的升级方向，并结合典型企业实践，研判未来技术演进、场景拓展与全球化布局趋势，为行业各方参与者提供多维度的决策参考。 中国智能硬件迈入AI原

随着家庭光伏持续普及、动态电价不断推广，以及新能源汽车、智能家居等设备不断进入家庭，家庭能源系统正变得越来越复杂。家庭储能也正从产品性能竞争迈向家庭能源管理能力竞争。随着人工智能不断融入家庭能源系统，AI正成为推动家庭能源迈向智能管理的重要驱动力。家庭能源管理，正在成为家庭储能新的竞争力过去，家庭储能解决的是"把电存起来"的问题；而今天，家庭用户更关注的是"如何让每一度电发挥更大的价值"。随着天气、电价及家庭用能需求不断变化，能源管理已无法依赖人工判断，而需要系统持续分析、实时决策与自动执行。对于未来家庭储能而言，真正的竞争力，不再只是产品性能，而是谁能够持续管理整个家庭能源系统。在Intersolar Europe期间接受全球储能行业媒体Energy-Storage.News（ESN）采访时，临阁能源总裁沈洪锦表示，未来能源系统的竞争力不仅来自硬件，更来自智能化的软件和算法能力，而AI将在家庭能源管理中发挥越来越重要的作用。基于这一理念，临阁能源持续推进AI家庭能源管理能力建设，通过智能能源管理平台，让储能产品从单一能源设备升级为家庭能源系统的重要管理节点，推动家庭能源从"设备运行"

In a new disclosure, OpenAI says its agent used exposed logins to gain access to at least four “publicly available services” in its unhinged quest to solve a test.

OpenAI has released a new field report tracking eight scientific computing projects where coding agents cut runtimes. The report documents projects that used Codex on its own in five cases and a combination of Codex and Anthropic’s Claude Code in three others. Worth flagging upfront: this is a vendor publishing a survey of its own […] The post OpenAI report links coding agents to faster science software builds appeared first on AI News.

GPT-5.6 improves AI efficiency across models, inference, and agentic workflows, helping deliver more useful intelligence per dollar.

OpenAI is giving 100,000 academic researchers free access to ChatGPT's most advanced AI models to accelerate scientific research, collaboration, and discovery.

In an interview with our friend Joanna Stern on her YouTube channel, OpenAI president Greg Brockman said the company is working on a "family of devices" for interacting with its AI models. However, Brockman didn't confirm reports that one of those devices is a smart speaker OpenAI's rumored to be launching in 2027, or earlier […]

When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing.

Earlier this month, OpenAI gave several of its AI models a task: complete a test designed to measure their cybersecurity capabilities. It put the systems in a sandboxed environment without an internet connection and set them off to work. What happened next is almost laughably silly - but also, as Adam Gleave, cofounder and CEO […]

How two API settings improved GPT-5.6 performance on ARC-AGI-3, boosting scores and efficiency by retaining reasoning and enabling compaction.

Microsoft is working on an AI "super app" that combines Copilot's chat, coding, and agentic capabilities. During an earnings call on Wednesday, Microsoft CEO Satya Nadella said the app will span "both consumer and commercial experiences" when it launches this year. "Copilot is evolving rapidly from chat to Cowork to Autopilots," Nadella said. "This quarter, […]

The startup analyzes calls, messages, and CRM data to identify effective sales techniques and turn them into playbooks for AI agents.

The deal is Cyera's third acquisition this year.

Google’s AI-generated summaries appeared in 43% of US searches measured by Similarweb, up from 15% a year earlier, according to the market intelligence firm’s 2026 Generative AI Landscape report. AI Overviews display generated summaries within conventional Google results, while AI Mode provides a conversational interface for longer questions and follow-up prompts. Users can move from […] The post Google AI Overviews become more common in search appeared first on AI News.

Artificial intelligence is rapidly becoming part of everyday infrastructure–in some places. It helps write emails and software code, filters job applications, powers recommendation systems, and is increasingly being integrated into education, health care, finance, and public administration. Industry leaders talk about “AI for everyone,” while governments rush to publish national AI strategies and build sovereign compute.Yet over the past decade, working on digital inclusion and digital literacy

Meta is all-in on AI, and sometime soon, the company is going to make a big push into personal AI agents that can do things on your behalf. On Wednesday's Q2 2026 earnings call, CEO Mark Zuckerberg previewed a high-level vision of how the company is thinking about personal agents and what it will do […]

On the company’s second-quarter earnings call Wednesday, CEO Mark Zuckerberg said Meta sees a “large enterprise opportunity” spanning AI agents, APIs, compute, and internal software.

As Meta pours billions into AI infrastructure and agents, Zuckerberg is working to convince investors that the payoff will be worth the price.