2020 年底,李柏依在康奈尔大学的博士生涯进入第三年,也走进了一段研究上的困顿期。 此前,她一直从事表征学习研究,但在那段日子里,她越往前走,似乎越不知道这条路还能通向哪里。也就是在那段时间,她开始接触多模态学习。当时,多模态还不是视觉研究的主流热点,三维视觉吸引了更多关注。她向同学说起自己正在做多模态,得到的反应往往礼貌而寡淡。 但她隐约觉得,当时按照固定类别完成检测和分割的视觉系统太“死”了:输入是预设的,输出也是预设的,像功能机上的实体按键,只能完成事先规定好的操作。有没有可能像智能手机一样,让输入变得任意,让视觉系统根据人的意图灵活地理解世界? 这个问题把她引向视觉与语言的对齐,也让她恰好赶上了 CLIP 发布后多模态研究爆发的前夜。 几年后,多模态已经成为 AI 领域最核心的方向之一。李柏依也从那个“不知道该往哪里走”的博士生,成为英伟达研究院和加州大学伯克利分校的研究员与研究负责人,带领团队推进 Foundation Motion,探索机器能否通过运动理解物理世界。 她的研究从计算机视觉出发,经过多模态学习,延伸到自动驾驶和具身智能。应用场景不断变化,贯穿其中的问题却始终…

具身智能浪潮下,产品经理如何转型?唐沐以咖啡机器人为例,强调机器人必须从“造出来”走向“用起来”,回归场景、数据与ROI。本文从设计、产品到硬件创业的实战视角,解析PM如何成为全栈Builder,并重新定义考核标准。 在 2026 AI产品大会现场,影智科技(XBOT)创始人兼CEO唐沐老师从设计、产品、互联网软件和智能硬件的职业经历讲起,讨论产品经理如何进入具身智能领域。他以扫地机器人、咖啡机器人和真实商业点位为例,说明机器人要从“造出来”走向“用起来”,必须回到场景、数据、运营和 ROI,并提出 AI 正在把传统 PM 推向全栈 Builder。 以下内容根据现场音频和演示材料整理,Enjoy: 一、每一次换赛道,都是重新学习产品 我先从自己的经历讲起,因为我后来对具身智能的判断,不是凭空来的,而是一次次换赛道逼出来的。 我大学学的是应用数学,毕业以后却去做设计师。现在听起来很自然,但在 2003 年前后,设计师还常常被叫作美工。我在金山做了两年,后来加入腾讯。当时腾讯还不到 200 人,我也赶上了互联网产品快速生长的阶段。 在腾讯的十年里,我做的一件重要事情,是把交互设计、用户研…

Technical progress has encouraged a new batch of companies to jump in on the promise of profits from humanoid robots. And they're all Chinese automakers.
Insider Brief Andreessen Horowitz has raised $1.1 billion for a new Machine Age Fund focused on the hardware and infrastructure needed to support AI, including chips, memory, networking, data centers, robotics and edge devices. The venture firm, known as a16z, said the fund will invest across the AI infrastructure stack as computing demand pushes against […]

Pulling bad parts by hand dates back to 1960s assembly lines. I built a local defect detector using a webcam, RF-DETR, and a desktop robot arm. Ten training photos and 0.2 seconds per frame run the full detect, decide, pick, and verify loop right on my desk.

Video Friday is your weekly selection of awesome robotics videos, collected by your friends at IEEE Spectrum robotics. We also post a weekly calendar of upcoming robotics events for the next few months. Please send us your events for inclusion. Humanoids Summit Seoul: 22–23 September 2026, SEOUL IROS 2026: 27 September–1 October 2026, PITTSBURGH CoRL 2026: 9–12 November 2026, AUSTIN Enjoy today’s videos! NVIDIA just paid US$12.9 billion dollars for the company that acquired Pollen Robotics, and …

A federal judge in California ruled Thursday that the Trump administration’s designation of Anthropic as a supply chain risk was unlawful, finding that Defense Secretary Pete Hegseth’s decision constituted unlawful retaliation violating the First Amendment and was arbitrary and capricious. U.S. District Judge Rita Lin also found that Anthropic had been denied due process under […]

GLM-5.3 现已开放权重。 我们最强大的智能体编码与网络防御模型,现已可供下载、运行和定制。 权重:https://huggingface.co/zai-org/GLM-5.3 技术博客:https://z.ai/blog/glm-5.3 🔗 阅读原文 via AIHOT · https://aihot.virxact.com/items/cmtd32q060c3vroq546ccqp7r
8月28日,佑驾创新(2431.HK)发布2026年度中期业绩报告,交出营收毛利双增、亏损收窄、无人车收入爆发的中期答卷,规模效应加速释放,盈利质量与经营韧性同步提升。面对汽车智能化转型深水区带来的竞争加剧,佑驾创新以稳健经营与持续迭代,展现出自动驾驶科技企业穿越周期的硬实力。 报告期内,佑驾创新收入同比增长超30%,毛利润同比增长超55%,毛利率提升至17.9%,智能座舱收入翻倍、无人车业务实现超4倍增长,代表公司基本面持续向好。依托L2+L4技术复用、双向赋能的模式,公司在筑牢基本盘的同时打通长期上升通道,业绩增长具备可预见性、可持续性。 盈利能力改善: 毛利增速(+55%)跑赢营收(+30%),毛利率稳步上升 2026上半年,佑驾创新延续高增长势能,总营收4.50亿元,同比增长30.1%,实现稳健攀升;毛利润同比增长55.6%达8000万元,毛利率从去年同期15%提升至17.9%,经营质量持续提升。 佑驾创新的增长,源于公司高质量发展策略落地,以及规模效应加速释放。公司一方面优化业务结构,聚焦中高阶智驾、智能座舱、L4无人车等高附加值赛道,主动缩减低效能项目;另一方面,依托算法积…
Insider Brief PRESS RELEASE — Emerald AI, the company transforming data centers into flexible assets for the power grid, announced it has raised $150 million in an oversubscribed Series A financing at a valuation of $1.05 billion. The round was co-led by Energize Capital and DCVC, joined by a global group of leading financial and strategic investors–the […]

Nvidia’s record quarter shows AI demand is still surging as the infrastructure race expands into CPUs, networking, robotics and edge computing.

Nvidia and Amazon announced an expanded partnership Wednesday that includes deploying an additional 2 million Nvidia GPUs, including Blackwell Ultra, Rubin, and Rubin Ultra chips, across Amazon Web Services data centers in 2027 and 2028. The deal follows an agreement five months earlier to deploy over 1 million GPUs, with Nvidia stating that demand had […]

The artificial intelligence juggernaut kept cruising along this week thanks to big earnings results from Nvidia — and even Salesforce, the supposed epicenter of the SaaSpocalypse. Nvidia not only beat all expectations for revenue, CEO Jensen Huang (pictured) indicated it’s going to be capacity-constrained for awhile longer, which certainly indicates no diminution of demand. Likewise […] The post It’s Nvidia’s world. We just live in it appeared first on SiliconANGLE.
Google Deepmind is testing a double-blind evaluation of a frontier AI model for the first time. Cryptographic protection through Confidential Space is meant to keep Google from seeing the test questions and keep evaluators from seeing the model weights. The pilot project with the Singapore AI Safety Institute uses a Gemini Flash Lite and could set a new standard for tamper-proof AI benchmarks. The article AI benchmarks have a trust problem and Google wants to fix it appeared first on The Decoder…

A federal judge ruled the Trump administration illegally labeled Anthropic a supply-chain risk, handing the AI company a victory as its second Pentagon lawsuit continues in Washington.
China’s semiconductor supply chain was much “safer”, the country’s top economic planner said on Friday, signalling progress in the country’s chip self-sufficiency drive amid mounting pressure from US export controls. The supply chain security of the domestic chip industry had “significantly improved” this year, with home-grown chipmaking equipment and materials growing steadily, marking a transition from “isolated technological breakthroughs” to “full-chain industrial synergy”, Li Chao,...

斯坦福大学研究人员领衔发布 Terminal-Bench-Science 0.1,用来自生命、物理、地球、数学和工程科学的 70 个专家精选任务评估 AI 智能体的科研能力。 🔗 阅读原文 via AIHOT · https://aihot.virxact.com/items/cmtcxdp3f07l3roq5uk6om1aw
2024 年初,科罗拉多大学博尔德分校(University of Colorado Boulder)化学与生物工程系的博士生阿卡瓦·冈古利(Arkava Ganguly)已经在一个数学问题上卡了一年半。 他和导师安库尔·古普塔(Ankur Gupta)教授想知道,粒子的形状究竟如何影响它在电场中的移动速度。自上世纪初相关理论得到经典结论以来,该问题被学界讨论了一个多世纪,却一直缺乏一套广泛适用的解析框架。 新的发现往往来自交流。一次晚餐中,普林斯顿大学(Princeton University)流体力学家霍华德·斯通(Howard Stone)教授给安库尔提出了一个建议:不要试图直接处理任意形状,或许可以从“变形球体”(deformed sphere)入手,把粒子看成一个球,加上一个很小的形状扰动。 思路打开了,但求解所需的计算量依然巨大,他们决定把繁重的推导工作交给 Claude,并在短短五周后得到了答案,研究于 8 月 27 日发表在《流体力学杂志》(Journal of Fluid Mechanics)。 在这篇论文的正文和附录中,研究者几乎逐字公开了他们与 Claude 的关…

A federal court in San Francisco has ruled that the Pentagon unlawfully classified Anthropic as a supply chain risk. The Department of Defense blacklisted the company in retaliation for its public criticism of government AI policy. The designation formally remains in place because a parallel case in Washington is still pending. The ruling still sends an important signal ahead of Anthropic's planned IPO this fall. The article U.S. court rules Pentagon's blacklisting of Anthropic was unlawful appe…

MHS把一场新药研发实验速度提升3倍。 作者丨高允毅 编辑丨岑 峰 这是Anthropic第二次发布全行业统一协议。 第一次,它发布了MCP,它统一了 AI 代理调用外部工具、数据源与 API 的方式,如今满世界的 Agent 都靠它连数据库、接浏览器、调 API。这一次,它把完全相同的逻辑延伸到了物理世界,Agent可以和不同的物理设备之间对话了。 这是一套面向物理设备的 AI 代理接口标准,叫Model Hardware Standard(MHS),此次发布的是预览版本,已经在全球顶尖实验室的显微镜、机械臂和量子计算机上使用起来了。 它解决的,是整个科研与工业领域头痛了二十年的问题:硬件接口碎片化。 01 二十年未破的困局: 标准追不上硬件的多样性 这是一个所有实验室从业者都心照不宣的困境。 在一间自动化实验室里,成像相机可能基于 Python 开发,探测器运行在 MATLAB 环境中,电生理设备采用 C# 架构,而机械臂、共聚焦显微镜、移液工作站更是各有各的专属驱动、私有数据格式和封闭控制软件。多数情况下,哪怕是相邻的两台仪器,都无法感知彼此的运行状态。 如果研究人员想实现 “相…

类脑计算正从感知和低层控制切入机器人。 作者丨魏溶 编辑丨岑峰 “如果未来全球真的部署10亿至100亿台高度依赖AI的人形机器人,今天这套计算方式,还供得起电吗?” 德国慕尼黑工业大学教授Alois Knoll在2026世界机器人大会“类脑智算,让机器人学会自主决策”圆桌会议开场时提出了这个问题。 过去讨论计算中心,人们习惯谈千万亿次浮点运算、百亿亿次浮点运算;如今,随着AI基础设施不断扩张,数据中心的建设规模越来越多地与吉瓦级电力联系在一起,算力的度量衡,正在从“百亿亿次浮点运算(Exaflops)”变成“吉瓦级功耗(Gigawatts)”。 当AI进一步从数据中心进入实体世界,能源问题还会被继续放大。Knoll判断,如果人形机器人未来真的走向十亿级部署,沿用当前高功耗计算模式,累计能源需求可能变得难以承受。 产业因此需要寻找传统计算架构之外的其他可能性,神经形态计算便是其中之一。 Alois Knoll 教授在开场时曾回顾了这段历史:从百年前的神经元观察,到欧洲“人类大脑计划”中被架构师 Steve Furber 戏称为“智能水平大约等同于五只老鼠”的早期类脑系统,再到如今试图接管…

一年前,AI云服务商Nebius创始人兼CEO Arkady Volozh还在回答一个问题:谁会买那么多GPU?一年后,他给出的判断已经变成,真正的制约因素是人类究竟能够建出多少算力。 2025年,他主要从技术、资本和市场三个维度解释一家新云(Neocloud)如何成立;到了2026年,问题已经不只是“怎样做一家新云”,而是AI时代的云需要被怎样重新建设。 在Volozh的描述里,这套新的AI云向下延伸至土地、电力、数据中心和机架,向上则覆盖基础云服务、推理和智能体服务。支撑它的基础设施规模,可能达到过去建设规模的数百倍乃至数千倍,也因此需要“一套全新的工具”。 雷峰网对比了Arkady Volozh在《Spotlight On》中2025年和2026年的两次访谈,从中看见一种思维方式的转变:新云开始从GPU基础设施供应模式,向新一代AI云底座演进。 01 新云的三条腿:技术、资本与市场 对新云来说,拥有GPU从来不等于拥有一朵云。 GPU本质上是一种计算资源,要把这些资源持续交付给客户,还需要数据中心、机架、网络、软件栈,以及足够的资本和客户需求。对早期的新云厂商而言,竞争也不只是拿…

Chinese chipmaker ChangXin Memory Technologies (CXMT) reported a sharp surge in first-half revenue on Friday, as the firm released its first financial results since becoming China’s most valuable publicly traded company in a blockbuster Shanghai listing last month. The Hefei-based firm – China’s leading maker of dynamic random-access memory (DRAM) products – posted revenue of 150.31 billion yuan (US$22.4 billion) for the six months to June, up 873.64 per cent year on year, according to a filing.…
