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美团开源560B参数大模型LongCat，主打高效推理与智能体能力

简报：

• 美团近日发布并开源了其最新的AI大模型LongCat-Flash-Chat，总参数量达560B。
• 模型采用创新的混合专家（MoE）架构，每个token处理时仅激活18.6B至31.3B的参数，平均约27B，以确保计算效率。
• LongCat-Flash推理速度可达单用户每秒处理100个token，上下文长度扩展至128k。
• 在性能上，该模型在智能体评测基准VitaBench中得分位列第一，并在MMLU、CEval等通用知识测试中获得高分。

相关链接：

• 美团发布 LongCat-Flash-Chat：560B 参数模型再创新高，智能体表现惊艳！
• 美团推出开源大模型LongCat:旨在赋能开发者，加速AI应用落地
• LongCat官方地址

Meituan Open-Sources 560B Parameter Large Model LongCat, Focusing on Efficient Inference and Agent Capabilities

Briefing:

• Meituan recently launched and open-sourced its latest AI large model, LongCat-Flash-Chat, boasting a total of 560B parameters. 🚀
• The model utilizes an innovative Mixture-of-Experts (MoE) architecture, activating only 18.6B to 31.3B parameters per token processing, averaging around 27B, to ensure computational efficiency.
• LongCat-Flash achieves an inference speed of 100 tokens per second per user, with its context length extended to 128k. ⚡
• In terms of performance, the model ranks first in the agent evaluation benchmark VitaBench and achieved high scores in general knowledge tests such as MMLU and CEval. 🏆

Related Links:

• Meituan Launches LongCat-Flash-Chat: 560B Parameter Model Sets New Record, Agent Performance Amazes!
• Meituan Unveils Open-Source Large Model LongCat: Aiming to Empower Developers and Accelerate AI Application Deployment
• LongCat Official Website

抖音试行AI内容新标识功能

简报： 抖音平台于2025年9月1日起对其AI内容标识功能进行升级，并开始进入试行生效阶段。

相关链接：

• 抖音升级 AI 内容标识功能，今日起试行并生效

Douyin Piloting New AI Content Labeling Feature 🚀

Brief: Starting September 1, 2025, the Douyin platform upgraded its AI content labeling feature and commenced its trial enforcement phase. 🏷️🗓️

Related Links:

• 抖音升级 AI 内容标识功能，今日起试行并生效

上海AI实验室发布开源多模态大模型，多项性能超越GPT-5

简报：

• 上海人工智能实验室于8月31日开源发布了多模态大模型书生·万象InternVL3.5，该模型通过级联式强化学习等创新技术实现了推理能力与部署效率的全面升级，其旗舰模型在多个基准测试中得分刷新了开源模型记录并超越了GPT-5。

相关链接：

• 上海AI实验室发布多模态大模型书生·万象 InternVL3.5
• 代码开源地址
• 模型合集
• 在线体验

Shanghai AI Lab Releases Open-Source Multimodal Large Model, Surpassing GPT-5 in Multiple Performance Metrics

Brief: 🚀

• On August 31st, Shanghai AI Laboratory open-sourced and released its multimodal large model, SenseTime InternVL3.5. This model achieves a comprehensive upgrade in inference capabilities and deployment efficiency through innovative technologies like cascaded reinforcement learning. Its flagship model has set new records for open-source models in multiple benchmark tests, even surpassing GPT-5. ✨

Related Links: 🔗

• Shanghai AI Lab Releases Multimodal Large Model InternVL3.5
• Code Open-Source Address
• Model Collection
• Online Experience

xAI起诉跳槽OpenAI前工程师窃密

简报：

• 埃隆·马斯克旗下AI公司xAI已在美国加州联邦法院对前工程师李学晨（Xuechen Li）提起诉讼，指控其窃取商业机密。
• xAI在诉讼中称，李学晨在深度参与Grok聊天机器人开发后，于离职并接受竞争对手OpenAI录用前后，下载了大量机密资料并试图掩盖痕迹。
• 据称，李学晨在跳槽前出售了其持有的价值700万美元的xAI公司股票。
• 该诉讼并未将OpenAI列为被告，但凸显了AI行业内日益激烈的人才竞争和商业机密风险。

相关链接：

• xAI起诉前工程师窃取机密
  核心技术或流入OpenAI
• 中國籍工程師賣700萬特斯拉股票跳槽OpenAI 馬斯克怒告竊取Grok機密

xAI Sues Former Engineer Who Defected to OpenAI for Trade Secret Theft

Briefing:

• xAI, Elon Musk's AI company, has filed a lawsuit in a California federal court against former engineer Xuechen Li, accusing him of stealing trade secrets. 💼
• In the lawsuit, xAI alleges that after deeply participating in the development of the Grok chatbot, Li downloaded a significant amount of confidential information and attempted to cover his tracks around the time he resigned and accepted an offer from competitor OpenAI.
• Allegedly, Li sold his US$7 million worth of xAI company shares before defecting.
• The lawsuit does not name OpenAI as a defendant, but it highlights the intensifying talent competition and trade secret risks within the AI industry. 🕵️‍♂️

Related Links:

• xAI Sues Former Engineer for Trade Secret Theft: Grok's Core Technology Potentially Leaked to OpenAI
• Chinese Engineer Sells US$7 Million in Tesla Stock, Defects to OpenAI; Musk Sues for Grok Trade Secret Theft 💸

OpenAI Stargate项目扩张，拟在印度建大型AI数据中心

简报：据报道，OpenAI正为其“Stargate”项目寻找印度本地合作伙伴，计划在印度建设一座GW级的超大规模AI数据中心，以满足数据本地化合规需求并为该国（其第二大用户来源国）市场开发定制模型。

相关链接：

• OpenAI 年内开设首个印度办事处，深化与第二大用户来源国联系
• 印度成为 OpenAI 全球第二大市场，阿尔特曼称要协助该国布局低成本 AI

OpenAI's Stargate Project Expands, Plans Large-Scale AI Data Center in India

Brief: According to reports, OpenAI is actively seeking local partners in India for its "Stargate" project. The company plans to construct a GW-scale hyperscale AI data center in India to meet data localization compliance requirements and develop customized models for the country's market, which is its second-largest source of users. 🚀

Related Links: 🔗

• OpenAI to Open First India Office This Year, Deepening Ties with its Second-Largest User Base
• India Becomes OpenAI's Second-Largest Global Market; Altman Pledges to Help the Country Develop Low-Cost AI 💡

高盛看好辉达2026年爆发，点名Rubin平台与主权AI为关键驱动力

简报：

• 高盛预测2026年将是辉达的“爆发年”，并认为当前股价波动是长期投资者的“黄金进场点”。
• 三大看多理由：
  1. Rubin平台将成核心驱动：下一代GPU平台“Rubin”预计于2026年中期量产，性能、效率和成本将全面超越Blackwell。
  2. 主权AI需求爆炸式增长：预计2025年来自各国主权AI客户的营收将翻倍，突破200亿美元。
  3. 云服务巨头持续投资：亚马逊、微软、Google等客户持续加大AI投入，提供稳固需求。
• 短期挑战来自中国市场，但辉达预计第三季度H20芯片在中国市场的出货规模可达20亿至50亿美元。

相关链接：

• 高盛喊輝達爆發年！股價短期承壓無妨　Rubin平台在這年引爆狂潮3理由
• 台股準備飆？輝達點火AI供應鏈　大摩看旺「7台廠」、Rubin晶片關鍵武器

Goldman Sachs Bullish on Nvidia's 2026 Explosion 💥, Citing Rubin Platform and Sovereign AI as Key Drivers

Briefing:

• Goldman Sachs predicts 2026 will be Nvidia's "breakout year" and views current stock price volatility as a "golden entry point" for long-term investors. 🚀
• Three Bullish Reasons:
  1. Rubin Platform as a Core Driver: The next-generation GPU platform "Rubin" is expected to enter mass production by mid-2026, with performance, efficiency, and cost comprehensively surpassing Blackwell.
  2. Explosive Growth in Sovereign AI Demand: Revenue from sovereign AI clients worldwide is projected to double in 2025, exceeding $20 billion. 📈
  3. Continued Investment from Cloud Service Giants: Customers like Amazon, Microsoft, and Google continue to increase AI investments, providing robust demand.
• Short-term challenges stem from the Chinese market, but Nvidia anticipates H20 chip shipments in China could reach $2 billion to$5 billion in the third quarter.

Related Links:

• Goldman Sachs calls Nvidia's breakout year! Short-term stock pressure is fine, Rubin platform ignites a craze this year for 3 reasons
• Is Taiwan stock market ready to surge? Nvidia ignites AI supply chain, Morgan Stanley bullish on "7 Taiwanese manufacturers," Rubin chip a key weapon

华为、DeepSeek、宇树科技创始人入选《时代》AI百人榜

简报：

• 华为创始人任正非、DeepSeek创始人梁文锋以及宇树科技创始人王兴兴入选美国《时代》周刊2025年度人工智能领域最具影响力的100人名单。
• 三位中国企业家均被归入AI领域“领导者”类别，与埃隆·马斯克、萨姆·奥尔特曼等科技巨头并列。
• DeepSeek产品上线不足20天，全球日活跃用户即突破3000万，成为全球用户增速最快的生成式AI应用。
• 宇树科技创始人王兴兴透露，公司年营收已超10亿元，连续五年盈利，并已开启IPO辅导程序。
• 华为推出的相关芯片显著提升了中国在全球AI竞争中的地位，并持续在ICT基础设施、智能汽车等领域加大投入。

相关链接：

• 中国AI三巨头入选《时代》周刊2025年度百强榜单
• 《时代》周刊公布2025年"全球100大最具影响力企业 ...
• 《时代》周刊公布2025年全球100大最具影响力企业榜单 ...

Huawei, DeepSeek, Unitree Robotics Founders Named to TIME's AI 100 List

Brief:

• Ren Zhengfei, founder of Huawei; Liang Wen-Feng, founder of DeepSeek; and Wang Xingxing, founder of Unitree Robotics, have been named to TIME magazine's 2025 list of the 100 Most Influential People in AI. 🚀
• All three Chinese entrepreneurs are featured in the "Leaders" category within the AI sector, alongside tech giants such as Elon Musk and Sam Altman.
• DeepSeek's product achieved over 30 million daily active users globally in less than 20 days since its launch, making it the fastest-growing generative AI application worldwide. 📈
• Wang Xingxing, founder of Unitree Robotics, revealed that the company's annual revenue has exceeded 1 billion RMB, maintaining profitability for five consecutive years, and has commenced its IPO guidance program.
• Huawei's released chips have significantly boosted China's position in the global AI competition, with the company continuing to increase investment in ICT infrastructure, intelligent vehicles, and other sectors. 💡

Related Links:

• Three Chinese AI Giants Named to TIME Magazine's 2025 Top 100 List
• TIME Magazine Announces 2025 "World's 100 Most Influential Companies..."
• TIME Magazine Reveals 2025 List of the World's 100 Most Influential Companies...