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马斯克：五年内太空太阳能将是AI算力最低成本选择

简报：

• 在美国-沙特投资论坛上，马斯克与黄仁勋探讨太空AI时预测，由于太空能更有效地利用太阳能，五年内使用太阳能AI卫星进行计算将成为成本最低的方式。

相关链接：

• 马斯克和黄仁勋谈太空人工智能：“从现在起不会超过五年”

Musk: Space Solar Power Will Be the Lowest Cost Option for AI Computing Within Five Years 🚀

Brief:

• During the U.S.-Saudi Investment Forum, Elon Musk, in a discussion about space AI with Jensen Huang, predicted that utilizing solar-powered AI satellites for computation would become the lowest-cost method within five years due to more efficient solar energy utilization in space. ☀️🛰️

Related Link:

• Musk and Huang talk space AI: "It won't be more than five years from now"

科技巨头联手，Anthropic获150亿美元巨额投资

简报：

• 芯片巨头英伟达与科技巨头微软宣布，将向人工智能初创公司Anthropic共同投资高达150亿美元，其中英伟达和微软分别承诺投资最高100亿和50亿美元。
• Anthropic是ChatGPT竞争对手Claude聊天机器人的开发商，此轮投资使其估值达到3500亿美元。
• 作为交易的一部分，Anthropic承诺将购买价值300亿美元的微软云计算服务，并采用英伟达最新版本的芯片技术。

相关链接：

• 英伟达微软联手押注AI：150亿美元投资Anthropic

Tech Giants Join Forces: Anthropic Secures a Staggering dJyH6kDkfC5RlM16.answerText5 Billion Investment 🚀

Briefing:

• Chip giant NVIDIA and tech titan Microsoft announced a joint investment of up to dJyH6kDkfC5RlM16.answerText5 billion in AI startup Anthropic. NVIDIA committed a maximum of dJyH6kDkfC5RlM16.answerText0 billion, while Microsoft pledged up to $5 billion.
• Anthropic, the developer behind the ChatGPT competitor Claude chatbot, sees its valuation soar to $350 billion following this investment round. What a leap! 🤯
• As part of the deal, Anthropic has committed to purchasing $30 billion worth of Microsoft's cloud computing services and adopting NVIDIA's latest chip technology. A strategic partnership indeed! 🤝

Related Links:

• 英伟达微软联手押注AI：150亿美元投资Anthropic

微软与Anthropic深化合作，Claude三大模型正式登陆Foundry平台

简报：

• Anthropic宣布与微软扩大合作，旗下三款Claude AI模型（Sonnet 4.5、Haiku 4.5、Opus 4.1）已在Microsoft Foundry平台上线并进入公测阶段。
• Azure客户现在可以通过Foundry平台利用Claude模型构建企业级应用，简化了采购流程，并可利用现有Azure消费承诺（MACC）进行结算。
• 本次集成同样覆盖了Microsoft 365 Copilot，用户可在Copilot Studio及Excel的Agent Mode中调用Claude模型进行数据分析和智能代理任务。
• Claude模型采用无服务器部署，由Anthropic负责运维，并支持Python、TypeScript和C#等多种SDK接入。

相关链接：

• Claude AI 模型正式上线 Microsoft Foundry 与 365 Copilot

Microsoft & Anthropic Expand Collaboration: Claude's Three Key Models Now Available on Foundry

Brief:

• Anthropic announced an expanded partnership with Microsoft, with its three Claude AI models (Sonnet 4.5, Haiku 4.5, Opus 4.1) now live on the Microsoft Foundry platform and entering public preview. 🚀
• Azure customers can now leverage Claude models via the Foundry platform to build enterprise-grade applications, simplifying the procurement process and allowing settlement using existing Azure consumption commitments (MACC).
• This integration also extends to Microsoft 365 Copilot, enabling users to invoke Claude models for data analysis and intelligent agent tasks within Copilot Studio and Excel's Agent Mode. 💡
• Claude models feature serverless deployment, with Anthropic managing operations, and support multiple SDKs for integration, including Python, TypeScript, and C#. 💻

Related Links:

• Claude AI Models Officially Launched on Microsoft Foundry and 365 Copilot

OpenAI发布新一代编程模型，性能超越谷歌竞品

简报：

• OpenAI于2025年11月19日发布了其最新的智能体编程模型GPT-5.1-Codex-Max，该模型将取代GPT-5.1-Codex成为Codex集成界面上的默认模型。
• 在SWE-Bench Verified等多个关键编程基准测试中，Codex-Max的性能跑分（77.9%）超过了谷歌的Gemini 3 Pro（76.2%）。
• 模型引入了名为“压缩”（Compaction）的新机制，使其能够智能管理上下文，可连续执行超过24小时的复杂任务，并将token效率提升约30%。
• 新模型目前已向ChatGPT Plus、Pro及企业版等付费用户开放，公共API接口即将推出。

相关链接：

• OpenAI 发布最强编程模型 GPT-5.1-Codex-Max：AI 程序员能“通宵”，性能跑分反超谷歌

OpenAI Releases Next-Gen Programming Model, Outperforms Google Competitor 🤖

Brief:

• On November 19, 2025, OpenAI released its latest agent programming model, GPT-5.1-Codex-Max. This model will replace GPT-5.1-Codex as the default model on the Codex integration interface.
• Codex-Max achieved a performance score of 77.9% in multiple key programming benchmarks, including SWE-Bench Verified, surpassing Google's Gemini 3 Pro (76.2%).
• The model introduces a new mechanism called "Compaction," enabling it to intelligently manage context. This allows it to continuously execute complex tasks for over 24 hours and boosts token efficiency by approximately 30%. 🚀
• The new model is currently available to paid users of ChatGPT Plus, Pro, and Enterprise editions. A public API interface is coming soon. ✨

Related Link:

• OpenAI Releases Most Powerful Programming Model GPT-5.1-Codex-Max: AI Programmers Can 'Pull All-Nighters,' Performance Score Surpasses Google

陶哲轩团队验证谷歌AI：可赋能大规模数学研究

简报：

• 由谷歌DeepMind开发的AI系统AlphaEvolve，在经过数学家陶哲轩团队对67项前沿数学问题的测评后获得认可。
• 测评结果显示，该系统不仅能复现甚至优化解法，且速度远超人类研究者，陶哲轩称其使“在前所未有的规模上开展数学研究成为可能”。
• AlphaEvolve的工作原理是利用谷歌AI Gemini生成大量潜在解法，再由独立AI模块评估筛选。
• 该系统目前主要适用于“优化问题”，陶哲轩也指出其存在利用问题漏洞“钻空子”的弊端，目前尚未对公众开放。

相关链接：

• 谷歌 AI 系统 AlphaEvolve 获陶哲轩团队认可：使大规模数学研究成为可能
• Google推Gemini 3！功能摘要一次看　大學生免費用Google AI Pro一整年

Terence Tao's Team Validates Google AI: Enabling Large-Scale Mathematical Research

Brief:

• Google DeepMind's AI system, AlphaEvolve, has received validation after being evaluated by mathematician Terence Tao's team on 67 cutting-edge mathematical problems. 🧠
• The evaluation results show that the system can not only reproduce but also optimize solutions, and at a speed far exceeding human researchers. Tao stated that it "makes mathematical research on an unprecedented scale possible." 🚀
• AlphaEvolve operates by using Google AI Gemini to generate a vast number of potential solutions, which are then evaluated and filtered by an independent AI module.
• The system is currently primarily applicable to "optimization problems." Tao also pointed out its drawback of "exploiting loopholes" in problems, and it is not yet publicly available. 🤔

Related Links:

• 谷歌 AI 系统 AlphaEvolve 获陶哲轩团队认可：使大规模数学研究成为可能
• Google推Gemini 3！功能摘要一次看　大學生免費用Google AI Pro一整年

台积电前最年轻副总李文如转战英伟达

简报：

• 今年7月中旬从台积电离职的前采购副总裁李文如，已确认将加入英伟达。
• 她将出任英伟达WWFO部门副总裁，并负责台湾区的销售业务，战略位置和权限相较之前更高。
• 李文如曾是台积电最年轻的副总裁，因其作风和影响力被供应链厂商称为“V姊”，掌管上兆元新台币的采购业务。
• 由于英伟达是台积电AI芯片的最大客户，两家公司为深度合作伙伴，此人事变动被业界解读为双方战略合作关系的进一步深化。

相关链接：

• 台积电前副总李文如据传加入英伟达
• 台積電最年輕副總閃辭四個月　李文如跳槽輝達今新職上任？！

Former TSMC Youngest VP Theresa Lee Joins Nvidia 🌟

Brief:

• Theresa Lee, former Vice President of Purchasing who departed TSMC in mid-July this year, has confirmed her move to Nvidia.
• She will assume the role of Vice President of Nvidia's WWFO division and will be responsible for sales operations in Taiwan, a strategic position with greater authority than her previous role. 🚀
• Lee was previously TSMC's youngest Vice President and was known as 'Sister V' by supply chain vendors due to her style and influence, overseeing procurement worth trillions of New Taiwan Dollars.
• As Nvidia is TSMC's largest customer for AI chips and the two companies are deep strategic partners, this personnel change is interpreted by the industry as a further deepening of their strategic collaboration. 🤝

Related Links:

• 台积电前副总李文如据传加入英伟达
• 台積電最年輕副總閃辭四個月　李文如跳槽輝達今新職上任？！