机器之心报道 机器之心编辑部 明天，Grok 对阵 OpenAI 的 o3。 谁也没想到，谷歌攒的 Kaggle AI Chess 比赛（即大模型国际象棋对抗赛），在半决赛中，Grok 4 击败 Gemini 2.5 Pro，进入总决赛！ 在 昨天的比赛中 ，Gemini 2.5 Pro、o4-mini、Grok 4 和 o3 均以 4-0 的战绩分别击败 Claude 4 Opus、DeepSeek R1、Gemini 2.5 Flash 和 Kimi k2，晋级半决赛。 今天的战况依旧让人猜不着走向，Gemini 2.5 Pro 败了。 马斯克昨天点评比赛结果的话术，今天依旧有用：「国际象棋太过简单，对 Grok 来说，只是副作用，我们没花多少力气放在象棋优化上。」 今天 Grok 4 闯入总决赛，不知马斯克是不是更看不上这场比赛了。 我们再回到这场半决赛。 战况是 Grok 4 和 o3 分别战胜了 Gemini 2.5 Pro 和 o4-mini，成功晋级决赛 。虽然 o3 的胜利在大家意料之中，但 Grok 与 Gemini 之间的激烈对决却让所有人大跌 眼镜 —— 双方在常规赛打成 2:2 平，最 ...

Group 1: OpenAI Developments - OpenAI announced a livestream event on August 6, indicating the potential release of GPT-5 [1] - OpenAI will no longer provide direct answers to users asking if they should break up with their partners, focusing instead on guiding users to think critically [1] - OpenAI will offer its ChatGPT Enterprise product to U.S. federal agencies for $1, enhancing its relationship with lawmakers and regulators [1] Group 2: Google Investment in AI Education - Google committed to investing $1 billion over three years to support AI education and vocational training in the U.S. [2] - The company launched the Google AI for Education Accelerator program, aiming to provide free AI training and Google career certificates to all U.S. college students [2] Group 3: Tencent's Campus Recruitment - Tencent initiated its 2026 campus recruitment, focusing on AI-related positions among other categories [3] - The recruitment will include over 70 positions, with a significant demand for software development and technical research roles [3] Group 4: Apple's Investment in the U.S. - Apple announced an additional $100 billion investment in the U.S., building on a previous commitment of $500 billion over four years [4] - This investment includes establishing a new advanced manufacturing facility in Houston and collaborating with U.S. suppliers [4] Group 5: iPhone 17 Pricing Insights - Analysts reported that the iPhone 17 series will see price increases for the Air, Pro, and Pro Max models by $50, while the standard version remains at $799 [5] - The price hike is attributed to increased tariffs, which have added $900 million in costs for Apple in the last quarter [5] Group 6: TSMC's Confidentiality Breach - TSMC confirmed the dismissal of multiple employees due to a leak of 2nm process trade secrets [6] - The investigation revealed that around 10 individuals were involved, with serious violations leading to legal action [6] Group 7: Huawei's Legal Actions - Huawei filed a lawsuit against Transsion for patent infringement related to image display technology in Germany [7] - This marks Huawei as the fourth entity to pursue legal action against Transsion regarding HEVC patents [7] Group 8: Robotics Research Breakthrough - A research team including Zhiyuan Robotics and Hong Kong University announced a breakthrough in robot learning, challenging the notion that more diverse data is always better [8] Group 9: Shanghai's Intelligent Industry Plan - Shanghai's government released a plan to develop the embodied intelligence industry, focusing on key technology innovations [9] Group 10: WeRide's Autonomous Driving Testing - WeRide received approval to conduct 24/7 autonomous driving tests in Beijing, marking a significant step towards establishing a continuous autonomous service network [10]

更多AIGC资讯…… 1.【微软宣布将OpenAI的gpt-oss模型引入Azure AI Foundry】微软首席执行官萨蒂亚·纳德拉当地 时间8月5日发文称，很高兴将OpenAI的gpt-oss模型引入Azure"AI应用和智能体工厂"AI Foundry，并通过Foundry Local将其带到Windows平台。纳德拉称，这是混合AI的实际应用：用户 可以灵活组合不同模型，优化性能与成本，并直接在数据所在的位置进行处理。当天早些时候， OpenAI发布了两个开放权重AI模型，分别是GPT-oss-120b和GPT-oss-20b。（界面新闻） 2.【谷歌发布世界模型Genie 3】谷歌DeepMind发布了世界模型最新版本Genie 3，该模型能够生成 可以实时互动的3D环境。该公司表示，用户与这些世界互动的时间将比以往更长，且模型能够记住物 3.【最新员工股票出售计划显示，OpenAI估值已达5000亿美元】据报道，知情人士透露，OpenAI正 在就一项可能的员工股票二次出售事宜进行初步谈判，对公司估值约为5000亿美元。该公司计划出 售价值数十亿美元的股票。包括Thrive Capital在内的现 ...

刚刚，谷歌DeepMind发布了 新一代通用世界模型Genie 3 。 性能上，Genie 3相比上一代大幅升级，支持 720P画质，每秒24帧实时导航，以及分钟级的一致性保持 。 | Genie 2 | Genie 3 | | --- | --- | | 360p | 720p | | 3D Environments | General | | Limited keyboard / mouse actions | Navigation; Promptable world events | | 10-20 seconds | Multiple minutes | | Not real time | Real time 益公众号 | 编辑丨量子位 点击下方 卡片 ，关注" 具身智能之心 "公众号 >> 点击进入→ 具身 智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要的。 只需一句话，就能生成可实时交互的3D世界。 前DeepMind科学家、AI 3D生成创业者Tejas Kulkarni受邀体验了Genie 3。 他使用Genie ...

Google says some customer information was stolen in a recent data breach.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Writing on its blog Tuesday evening (Aug. 5), the tech giant’s Threat Intelligence Group said ...

另外，特斯拉涨超3%，亚马逊、博通涨近2%，英伟达、谷歌、Meta均小幅上涨。 当前，业绩仍是美股市场的核心主线，多家美股巨头在财报发布后，股价均出现剧烈波动。 其中，Shopify股价一度暴涨超23%，总市值升至1989亿美元（约合人民币14300亿元）。其披露的财报 显示，今年二季度的营收、每股收益、总商品交易额（GMV）均超预期，预计第三季度营收同比增速 将达25%～29%。 业绩的利好彻底引爆。 受业绩超预期刺激，今晚美股开盘后，多家巨头股价集体飙涨，其中电商巨头Shopify一度暴涨超23%， 号称"小英伟达"的Astera Labs盘初最高暴涨超34%，AI巨头Arista Networks一度大涨超17%。 与此同时，美联储降息预期升温也点燃了美股市场的做多热情。美国明尼阿波利斯联储主席卡什卡利在 最新的采访中表示，美国劳动力市场正在降温，今年美联储降息两次是合理的。据芝商所（CME）"美 联储观察"，9月降息25个基点的概率已飙升至93.2%。 深夜暴涨 北京时间8月6日晚间，美股开盘后，三大指数震荡走强，截至23:30，道指涨0.33%，纳指涨0.83%，标 普500指数涨0.67%。 美股 ...

业绩的利好彻底引爆。 Astera Labs股价一度暴涨超34%。财报显示，今年第二季度收入为1.919亿美元，同比大幅增长150%，高于市 场预期，并上调第三季度业绩指引。 受业绩超预期刺激，今晚美股开盘后，多家巨头股价集体飙涨，其中电商巨头Shopify一度暴涨超23%，号 称"小英伟达"的Astera Labs盘初最高暴涨超34%，AI巨头Arista Networks一度大涨超17%。 与此同时，美联储降息预期升温也点燃了美股市场的做多热情。美国明尼阿波利斯联储主席卡什卡利在最新的 采访中表示，美国劳动力市场正在降温，今年美联储降息两次是合理的。据芝商所（CME）"美联储观察"，9 月降息25个基点的概率已飙升至93.2%。 深夜暴涨 北京时间8月6日晚间，美股开盘后，三大指数震荡走强，截至23:30，道指涨0.33%，纳指涨0.83%，标普500指 数涨0.67%。 美股大型科技股多数上涨，苹果大涨超5%，带动科技七巨头指数大幅走高。据最新消息，苹果承诺将在美国 再投入1000亿美元用于本土制造。一位白宫官员表示，特朗普将于今日宣布这一消息。苹果此前已宣布，计划 未来四年在美国投资5000亿美元，其 ...

Google's AI coding agent Jules is now out of beta | TechCrunch https://t.co/m8Sy6bwmGY ...

Core Viewpoint - A global cloud infrastructure competition driven by AI is rapidly intensifying, with significant capital expenditure increases expected from major cloud service providers [1][2][7]. Group 1: Capital Expenditure Projections - Morgan Stanley has significantly raised its capital expenditure forecasts for the four major U.S. cloud service providers—Amazon, Google, Meta, and Microsoft—projecting a combined capital expenditure of $359 billion in 2025, a 57% year-over-year increase, and $454 billion in 2026, a 26% increase [1][2]. - The total capital expenditure for the top 11 global cloud service providers is expected to reach $445 billion in 2025, surpassing previous estimates of $400 billion [2]. Group 2: Market Dynamics - The capital expenditure as a percentage of revenue for these companies is projected to exceed 20% by 2026, marking a historical high, with 18% expected in 2025 [3]. - There is a growing demand from non-U.S. regions and Tier 2 cloud service providers, which may have even larger AI server reserves than leading players, indicating a significant market expansion [5]. Group 3: Supply Chain Improvements - Supply chain issues are easing, with improvements in the assembly yield of NVIDIA's next-generation GB200 chips, which is crucial for meeting the rising demand for AI servers [6]. - Major projects like "Stargate," a collaboration involving OpenAI, SoftBank, and Oracle, are moving from concept to execution, indicating a shift from order-based to project-based demand [6]. Group 4: Industry Outlook - Morgan Stanley maintains a positive outlook on the cloud semiconductor industry, citing strong global demand, underestimated growth areas, and improving supply chains as foundational elements for sustained industry growth in the coming years [7].

Group 1 - The State Council of China has issued an opinion to gradually implement free preschool education, starting from the autumn semester of 2025, which will exempt public kindergartens from charging care and education fees for the final year of preschool [2] - The exemption will follow the fee standards approved by local governments and relevant departments, excluding meal, accommodation, and miscellaneous fees [2] Group 2 - Seven departments, including the People's Bank of China, have jointly issued guidelines to support new industrialization, encouraging banks to provide medium- and long-term financing for key manufacturing industries such as integrated circuits and advanced materials [2] Group 3 - Hema X's membership stores will cease operations, marking the closure of all 10 stores nationwide, as the brand exits the membership warehouse market [3] - Shanghai plans to have all new energy projects, including concentrated solar and wind power, participate in market trading by the end of 2025 [3] Group 4 - The humanoid robot Ling Shu, developed by Hefei Youai Zhihui and Xi'an Jiaotong University, was unveiled, featuring a unique "one brain multiple forms" architecture for complex tasks in semiconductor manufacturing and energy sectors [4][5] - Unitree Technology launched a new quadruped robot, Unitree A2, weighing approximately 37 kg with a maximum running speed of 5 m/s and a range of 20 km [5] Group 5 - Huawei announced the full open-source of its CANN software, emphasizing the importance of computing power in its AI strategy [5] Group 6 - The second domestically produced large cruise ship, "Aida Huacheng," has entered the equipment debugging phase, with its first main generator successfully generating power [6] Group 7 - Geely is undergoing significant adjustments in its autonomous driving teams, with plans to merge various teams into a new entity, though details are still being finalized [7] Group 8 - TSMC reported a potential leak of its 2nm chip manufacturing technology, leading to the dismissal of several employees involved in the incident [8] Group 9 - VinFast has officially opened its electric vehicle assembly plant in India, with an initial capacity of 50,000 units per year, potentially increasing to 150,000 units [12] Group 10 - Naver, a South Korean internet giant, plans to acquire 70.5% of Spain's largest C2C second-hand trading platform, Wallapop, for €377 million [13] Group 11 - Google has agreed to reduce electricity consumption at its AI data centers during peak demand periods to alleviate pressure on the US power grid [14]