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xAI启动Grok-5训练，力图再创AI新高峰

简报：

• xAI创始人埃隆·马斯克宣布，其下一代大模型Grok-5将在未来几周内开始训练。
• 该决策是对近期基于Grok-4模型的开源方案在AI基准测试中取得突破性成果的回应。
• Grok-5的训练将利用xAI正在扩展的“巨型”超级计算机基础设施（Colossus），旨在超越现有基准。
• 新模型预计将在多模态能力和从第一原理出发的推理能力等方面实现进一步突破。

相关链接：

• xAI加速AI前沿：马斯克宣布Grok5 将在数周内开始训练

xAI Kicks Off Grok-5 Training, Aiming for New AI Heights 🚀

Briefing:

• xAI founder Elon Musk announced that its next-generation large model, Grok-5, will begin training in the coming weeks.
• This decision comes in response to the groundbreaking results achieved by recent open-source solutions based on the Grok-4 model in AI benchmarks. ✨
• Grok-5's training will leverage xAI's expanding "Colossus" supercomputer infrastructure, aiming to surpass existing benchmarks.
• The new model is expected to achieve further breakthroughs in areas such as multimodal capabilities and reasoning from first principles. 🧠

Related Link:

• xAI Accelerates AI Frontier: Musk Announces Grok-5 Training to Begin in Weeks

人形机器人Figure获超10亿美元C轮融资，英伟达、英特尔参投

简报：

• 人形机器人公司Figure近日宣布完成C轮融资，金额超过10亿美元，公司估值高达390亿美元。
• 本轮融资由Parkway Venture Capital领投，参投方包括Brookfield Asset Management、英伟达（Nvidia）和英特尔资本（Intel Capital）等。
• 新资金将主要用于扩大公司的人形机器人规模、建设机器人训练所需的基础设施以及启动数据收集工作。
• Figure公司自2022年成立以来，已累计筹集近20亿美元资金。

相关链接：

• xAI加速AI前沿：马斯克宣布Grok5 将在数周内开始训练
• Figure人形机器人完成超10亿美元C轮融资，估值达390亿美元
• YouTube Studio大升级！AI助手上线，创作者可一键检测盗用面孔
• 谷歌推出AI智能体代购新协议AP2，让智能助手轻松购物
• AI代码审查新秀CodeRabbit获6000万美元融资，估值达5.5亿美元

Humanoid Robot Company Figure Secures Over $1 Billion in Series C Funding, Nvidia and Intel Participate

Briefing:

• Humanoid robotics company Figure recently announced the completion of its Series C funding round, raising over $1 billion, pushing the company's valuation to an impressive$3.9 billion.
• This round was led by Parkway Venture Capital, with participation from Brookfield Asset Management, Nvidia, and Intel Capital, among others.
• The new capital will primarily be used to scale up the company's humanoid robot production, build infrastructure for robot training, and kickstart data collection efforts. 🤖
• Since its inception in 2022, Figure has cumulatively raised nearly $2 billion in funding. 💰 That's exciting news for the future of robotics! ✨

Related Links:

• xAI Accelerates AI Frontier: Musk Announces Grok-5 Training to Begin in Weeks
• Humanoid Robot Company Figure Completes Over $1 Billion Series C Funding, Valued at$3.9 Billion
• YouTube Studio Gets Major Upgrade! AI Assistant Launched, Creators Can Detect Misappropriated Faces with One Click
• Google Launches New AI Agent Proxy Shopping Protocol AP2, Enabling Smart Assistants to Shop with Ease
• AI Code Review Startup CodeRabbit Secures $60 Million in Funding, Valued at$550 Million

Gemini凭病毒式新功能超越ChatGPT，登顶应用商店榜首

简报：

• 谷歌Gemini应用本周登上苹果App Store免费应用排行榜冠军，取代了OpenAI的ChatGPT。
• 此次用户激增主要得益于名为“Nano Banana”的新功能，该功能是“2.5 Flash Image”AI影像编辑模型的一部分，允许用户合成照片和生成虚拟人偶。
• 仅“Nano Banana”一项功能就在短时间内为Gemini带来了1300万新用户，上传图片超5亿张。
• 由于用户需求过于火爆，开发团队不得不临时限制流量以防止服务器瘫痪。
• 受此利好影响，谷歌母公司Alphabet市值突破3兆美元，成为第四家实现此里程碑的公司。

相关链接：

• 靠Banana翻身！Gemini狂吸1300萬用戶　App Store榜首Google踢走ChatGPT

Gemini Surpasses ChatGPT with Viral New Feature, Tops App Store Charts

Brief:

• Google's Gemini app climbed to the top of the Apple App Store's free app chart this week, displacing OpenAI's ChatGPT. 🏆
• This surge in users is primarily attributed to a new feature called “Nano Banana” 🍌, which is part of the “2.5 Flash Image” AI image editing model, allowing users to composite photos and generate virtual avatars.
• The “Nano Banana” feature alone brought Gemini 13 million new users and over 500 million uploaded images in a short period.
• Due to overwhelming user demand, the development team had to temporarily restrict traffic to prevent server crashes. ⚠️
• Boosted by this positive development, Google's parent company, Alphabet, surpassed a market capitalization of $3 trillion, becoming the fourth company to achieve this milestone.

Related Links:

• 靠Banana翻身！Gemini狂吸1300萬用戶　App Store榜首Google踢走ChatGPT

谷歌领衔，美科技巨头掀起欧洲AI及数据中心投资潮

简报：

• 谷歌计划在未来两年内向英国投资50亿英镑（约67.8亿美元），重点用于人工智能基础设施、新数据中心及相关研究领域。
• 此项投资旨在满足谷歌云、地图及搜索等核心服务日益增长的需求。
• 其他美国科技巨头也在加大对欧洲的投入，包括微软向意大利投资47.5亿美元，甲骨文向德国和荷兰投资30亿美元。
• 亚马逊在德国和西班牙投资数十亿美元建设云计算和物流中心，OpenAI也在挪威推进大型项目，显示欧洲在全球技术竞争中的战略地位日益重要。

相关链接：

• 押注AI与数据中心:谷歌领跑，科技巨头加码欧洲市场
• 谷歌 AI 推出 TimesFM-2.5：更小巧且具备长上下文的时间序列预测基础模型
• 靠Banana翻身！Gemini狂吸1300萬用戶　App Store榜首Google踢走ChatGPT
• 黃仁勳曾公開喊的最愛！Pixel 9銷量狂飆105%　Google睽違5年重返前五

Google Leads the Charge as US Tech Giants Pour Billions into European AI & Data Centers 🚀

Brief:

• Google plans to invest £5 billion (approximately $6.78 billion USD) in the UK over the next two years, primarily focusing on artificial intelligence infrastructure, new data centers, and related research areas.
• This investment aims to meet the growing demand for Google's core services, including Google Cloud, Maps, and Search.
• Other US tech giants are also significantly increasing their investments in Europe, with Microsoft committing $4.75 billion to Italy and Oracle investing$3 billion in Germany and the Netherlands.
• Amazon is investing billions in Germany and Spain to build cloud computing and logistics centers, while OpenAI is advancing large-scale projects in Norway, underscoring Europe's increasingly strategic position in the global technology competition. 🇪🇺💡

Related Links:

• 押注AI与数据中心:谷歌领跑，科技巨头加码欧洲市场
• 谷歌 AI 推出 TimesFM-2.5：更小巧且具备长上下文的时间序列预测基础模型
• 靠Banana翻身！Gemini狂吸1300萬用戶　App Store榜首Google踢走ChatGPT
• 黃仁勳曾公開喊的最愛！Pixel 9銷量狂飆105%　Google睽違5年重返前五

OpenAI任命xAI前财务主管，加强基础设施财务管理

简报：

• OpenAI已任命埃隆·马斯克旗下xAI的前首席财务官Mike Liberatore为其新的商业财务主管，他将直接向首席财务官Sarah Friar汇报。
• Liberatore的主要职责是管理和扩大OpenAI快速增长的数据中心及基础设施的财务，并与联合创始人Greg Brockman的团队密切合作。
• 在加入OpenAI前，Liberatore于今年7月从xAI离职，任职期间曾协助组织一轮10亿美元的融资并负责扩建数据中心业务。
• 此次人事任命发生在OpenAI业务高速扩张的背景下，公司近期估值达5000亿美元，并与甲骨文签署了3000亿美元的云计算协议。

相关链接：

• OpenAI 迎来新CFO，前 xAI 财务主管掌舵，加速扩张 AI 基础设
• OpenAI 推出青少年使用 ChatGPT 的新安全措施

OpenAI Appoints Former xAI Finance Chief, Bolstering Infrastructure Financial Management

Briefing:

• OpenAI has appointed Mike Liberatore, former Chief Financial Officer of Elon Musk's xAI, as its new Head of Business Finance. He will report directly to CFO Sarah Friar. 🤝
• Liberatore's primary responsibilities include managing and scaling the finances for OpenAI's rapidly expanding data centers and infrastructure, working closely with co-founder Greg Brockman's team. 🚀
• Before joining OpenAI, Liberatore departed xAI in July of this year. During his tenure, he helped organize a $1 billion funding round and oversaw the expansion of its data center operations.
• This appointment comes amid OpenAI's rapid business expansion, with the company recently valued at $500 billion and having signed a$300 billion cloud computing agreement with Oracle. 💰

Related Links:

• OpenAI Welcomes New CFO, Former xAI Finance Chief Takes Helm, Accelerating AI Infrastructure Expansion
• OpenAI Introduces New Safety Measures for Teenagers Using ChatGPT

英伟达联手Nscale斥资130亿美元，助力英国AI基础设施建设

简报：

• 英伟达宣布将与欧洲AI供应商Nscale合作，共同投资约130亿美元在英国建设新的AI基础设施。
• 该计划旨在2026年底前，于英格兰和苏格兰的数据中心部署12万颗英伟达最新的Blackwell GPU。
• 此次投资的目标是推动英国从AI技术的消费者转变为生产者，促进本土AI技术发展。
• 项目面临的挑战包括Nscale的后续资金筹集问题，以及英国脱欧后在吸引欧洲人才方面增加了难度。

相关链接：

• 英伟达与 Nscale 投资 130 亿美元在英国打造 AI 基础设施
• 深夜學點物理AI！NVIDIA攜手BMW、鴻海、西門子　打造供應鏈生態圈

NVIDIA Partners with Nscale in $13 Billion Investment to Boost UK AI Infrastructure 🇬🇧

Brief:

• NVIDIA announced it will partner with European AI provider Nscale, jointly investing approximately $13 billion to build new AI infrastructure in the UK.
• The plan aims to deploy 120,000 of NVIDIA's latest Blackwell GPUs in data centers across England and Scotland by the end of 2026. 🧠
• The goal of this investment is to transform the UK from a consumer of AI technology into a producer, fostering indigenous AI technology development.
• Challenges for the project include Nscale's ongoing fundraising issues and increased difficulty in attracting European talent following Brexit. 🚧

Related Links:

• 英伟达与 Nscale 投资 130 亿美元在英国打造 AI 基础设施
• 深夜學點物理AI！NVIDIA攜手BMW、鴻海、西門子　打造供應鏈生態圈

哈啰Robotaxi获阿里投资，双方将深化智能驾驶合作

简报：

• 9月17日，哈啰出行宣布其Robotaxi业务已获得阿里巴巴集团的战略投资。
• 双方将在智能驾驶大模型、算力平台及Robotaxi等核心领域深化合作，共同推动商业化和规模化发展。
• 今年6月，哈啰已联合蚂蚁集团和宁德时代进军该赛道，共同成立“造父智能科技有限公司”。
• 哈啰计划在两年内实现Robotaxi业务的规模化运营，目前业务团队规模已超过200人。

相关链接：

• 阿里巴巴战略投资哈啰Robotaxi，自动驾驶赛道巨头联盟再添新军
• 阿里巴巴战略投资哈啰Robotaxi，自动驾驶赛道巨头联盟再添新军

Hello Robotaxi Secures Alibaba Investment, Deepening Smart Driving Collaboration 🚀

Briefing:

• On September 17, Hello Mobility announced that its Robotaxi business has secured a strategic investment from Alibaba Group.
• Both parties will deepen cooperation in key areas such as large models for intelligent driving, computing power platforms, and Robotaxi operations, jointly promoting commercialization and large-scale development. 🤝
• In June this year, Hello already teamed up with Ant Group and CATL to enter this sector, jointly establishing "Zaofu Intelligent Technology Co., Ltd."
• Hello plans to achieve large-scale operation of its Robotaxi business within two years, with its current business team exceeding 200 people. 📈

Related Links:

• Alibaba Strategically Invests in Hello Robotaxi, Autonomous Driving Track Giant Alliance Gains New Member
• Alibaba Strategically Invests in Hello Robotaxi, Autonomous Driving Track Giant Alliance Gains New Member