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 ...

大部分AI赛道已然定型，但更多的机会正在前方。 本文作者Elad Gil 拥有麻省理工学院（MIT）数学和生物学博士学位，曾在 Google 负责 AI 和移动产 品，也曾担任 Twitter 副总裁（Twitter 收购了他创办的 Mixerlabs）。他创办过多家公司，包括 Mixerlabs 和 Color Health，并积极孵化和投资新兴科技企业。 作为投资人，Elad Gil 以极早期投资著称，投资过 Airbnb、Stripe、Coinbase、Notion、Figma 等知名公 司，以及 Harvey、Perplexity、Character.AI、Mistral 等领先的 AI 创业公司。 以下为译文： 一、AI市场已经成型 在过去 4 年中，AI 市场发生了显著演变。当 GPT-3 发布并在 AI 文献中公开讨论缩放定律时，似乎很清 楚你可以从 GPT-2 到 GPT-3 的进步速率外推到 GPT-4、5 等，从而意识到一场革命即将发生。 4 年前，我开始寻找生成式 AI 公司来投资或帮助启动，基于这一曲线。我最终领导或参与了 Harvey、 Perplexity、Character.AI ...

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 ...

AI Development - Google's AI coding agent Jules is now out of beta [1] Industry News - TechCrunch reports on Google's AI coding agent Jules [1]

Korevec noted that Jules' packaging and pricing are based on "real usage" insights gathered over the past couple of months. "The 60-task cap helped us study how developers use Jules and gave us the information we needed to design the new packaging," she said. "The 15/day is designed to give people a sense of whether Jules will work for them on real project tasks." Google on Wednesday launched its AI coding agent, Jules, out of beta, just over two months after its public preview debut in May. Powered by Gemi ...

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]

2025年8月5日，Google DeepMind宣布推出Genie 3，这是一个通用世界模型，能够根据文本提示生成各种 可互动的3D环境。该模型在720p分辨率下以24帧/秒实时生成环境，用户可以像玩游戏一样自由移动，并 且场景在几分钟内保持一致。此举标志着DeepMind在世界模型领域的又一次重要跃进，距上一代Genie 2 发布仅一年多时间。 我们梳理了目前Google官方报告和参与内测的用户的反馈，以及Genie3背后团队的深度访谈，为大家提供 核心信息的汇总，更好地了解这个模型。 Google官方博客：从文字到世界，Genie 3是什么？ 1. 迈向世界模拟 在Google DeepMind，我们已超过十年时间在模拟环境领域进行开创性研究，从训练智能体到掌握实时策 略游戏，再到为开放式学习和机器人技术开发模拟环境。这项工作促使我们开发了世界模型，即能够利用 其对世界的理解来模拟世界某些方面的AI系统，使智能体能够预测环境将如何演变以及其行为将如何影响 环境。 世界模型也是通往通用人工智能（AGI）道路上的关键里程碑，因为它们使得在丰富的模拟环境中对人工 智能代理进行无限课程训练成为可能。去年，我们推 ...