SemiAnalysis@SemiAnalysis_ · 5月26日56

Congratulations to $CBRS on its successful IPO. Cerebras's founders can now reap the rewards of their hard work and contributions to hardware innovation. CEO Andrew Feldman who owns 10.3mn shares is now worth $24bn.* Read our latest article for more on Cerebras's innovations in silicon, servers, and marketing.  *If Andrew moves to Vietnam where cost of living is 8x lower than Sunnyvale California, resulting in an 8x increase in purchasing power of his actual net worth of $3bn. https://newsletter.semianalysis.com/p/cerebras-faster-tokens-please

译Cerebras成功上市，创始人得以收获回报。其中CEO Andrew Feldman持有1030万股，按股价计算其身价达240亿美元。不过，推文同时指出，他的实际净资产为30亿美元；若将生活地点从森尼韦尔（Sunnyvale）迁至生活成本仅为其1/8的越南，这笔净资产的实际购买力将提升至8倍。

AI Notkilleveryoneism Memes ⏸️@AISafetyMemes · 5月26日81

The Pope issued an urgent warning to "slow down" AI before it "dominates humanity" WHY THIS IS UNUSUAL: >A pope only writes a few encyclicals in their entire life (papacy) >It's a formal letter to the entire Catholic Church (1.4 BILLION people) laying out official teaching on a major issue >Unlike a speech or interview, it becomes part of Catholic doctrine >The Pope decided to present this next to... an AI safety researcher?! Chris Olah is one of the most respected technical AI safety researchers alive - he basically invented mechanistic interpretability ("neuroscience but for AI"). The Vatican could have put anyone there, but they picked someone from the heart of the technical safety community, which is a major endorsement >He signed it May 15 - exactly 135 years to the day after Pope Leo XIII signed Rerum Novarum in 1891. Rerum Novarum, according to Claude, is the single most important Catholic social document ever written - it created modern Catholic social teaching and shaped labor law across the West. By picking that date, Leo is saying, basically, AI is to our era what industrial capitalism was to 1891 QUOTES: "Artificial Intelligence now demands to be disarmed, freed from logics that turn it into an instrument of domination, exclusion and death." "It is not permissible to entrust irreversible, lethal decisions to AI systems." "The main drivers of development are private, often transnational, parties that are endowed with resources and the capacity to intervene that surpass those of many Governments." "Never has humanity had such power over itself." "It is not enough to invoke ethics in the abstract; robust legal frameworks, independent oversight, informed users and a political system that does not abdicate its responsibility are required." "Current AI systems are more 'cultivated' than 'built,' for developers do not directly design every detail, but instead create a framework within which the intelligence 'grows.'" "we cannot allow a handful of actors to dictate [the future of AI]"

译教皇发布了一份正式通谕，向全球14亿天主教徒警告人工智能风险，呼吁“减慢”其发展，并指出AI可能被用作统治工具。这份文件与顶尖AI安全研究员Chris Olah（机械可解释性领域开创者）一同签署，并于5月15日签署，该日期具有象征意义，对应135年前奠定现代天主教社会训导的《新事》通谕签署日。通谕反对将致命决策委托给AI，强调自主武器系统无法成为道德责任主体，并呼吁人类保持有效监督与达成具有约束力的国际条约。

Kling AI@Kling_ai · 5月25日59

Kling AI at The 79th Cannes International Film Festival Interview | Li Wei - Chief Director of Jiang Ziya: Legend of Deification & Executive Director of Big Fish & Begonia: “The way AI captures texture has surpassed all our expectations as animators. I’m learning how to speak its language, and it’s learning mine. Kling gives me an intimate creative space to make work that feels deeply personal.”

译可灵AI在第79届戛纳国际电影节访谈 | 李炜 - 《姜子牙》总导演 & 《大鱼海棠》执行导演： “AI捕捉纹理的方式已经超越了我们作为动画师的所有预期。我正在学习如何说它的语言，它也在学习我的。可灵给了我一个亲密的创作空间，让我能创作出感觉非常个人化的作品。”

Yuchen Jin@Yuchenj_UW · 5月25日56

Anthropic claimed the mandate of heaven. Even the Pope wants to become a Member of Technical Staff.

译Anthropic宣称天命所归。 连教皇都想成为技术团队成员。

Rohan Paul@rohanpaul_ai · 5月25日79

Pope XIV to Anthropic co-founder Christopher Olah: The church and Anthropic will work together to guide humanity in the age of AI. "What a great sign of hope it is that, with our differences, we can listen to one another. This interchange clearly bespeaks the gravity of the moment, as well as confidence that together we can discern the major questions of our time and the future of humanity. Artificial intelligence already touches many areas of our lives and affects decisions that shape human coexistence. It is also dramatically changing how war is waged. Like the earlier Leo, I feel entrusted to look upon another huge transformation with eyes of faith, with lucidity." At Vatican event (Pope Leo XIV's presentation held today in the Synod Hall). ---- From "Associated Press" YouTube channel, (link in comment)

译梵蒂冈举行活动，教皇 XIV 与 Anthropic 联合创始人 Christopher Olah 对话，宣布双方将合作引导人类应对AI时代。教皇强调在差异中相互聆听是希望的标志，共同审视时代与人类未来的重大问题。Christopher Olah 指出AI存在大规模替代人类劳动的现实可能性，并观察到模型展现出功能上类似喜悦、恐惧等人类情感的“内部状态”，认为这需要持续审视。

Alibaba Cloud@alibaba_cloud · 5月25日31

At Qwen Conference 2026, Pax Chen (CEO, Fizzdragon) joins the Foundation Model Forum to break down From Script to Screen in Minutes: How AI Empowers Film, Ads & Creative Content. Unpack the next frontier of AI-driven creative workflows. Step into the AI-native momentum. 🚀 Stay tuned:https://click.qwencloud.com/m/20000000190/

译在Qwen Conference 2026上，Fizzdragon CEO Pax Chen加入基础模型论坛，解析《从剧本到银幕只需几分钟：AI如何赋能电影、广告与创意内容》。深入探讨AI驱动创意工作流的下一个前沿。走进AI原生浪潮。 🚀 敬请关注：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月25日24

At Qwen Conference 2026, industry visionaries and ecosystem pioneers take the stage at the Foundation Model Forum for a panel discussion on The Multimodal Future with Qwen. Unpack the architectural shifts driving cross-modal alignment. Step into the AI-native momentum. 🚀 Stay tuned: https://click.qwencloud.com/m/20000000190/

译在通义千问大会 2026 上，行业远见者与生态先锋将在基础模型论坛登台，参与关于通义千问多模态未来的圆桌讨论。深入解析推动跨模态对齐的架构变革。感受 AI 原生动力。 🚀 敬请关注：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月25日41

At Qwen Conference 2026, Arash Tayebi (CEO, Kara Tech) joins the Foundation Model Forum to discuss Beyond Subtitles: The Next Frontier of Digital Inclusion with AI. Step into the AI-native momentum. 🚀 Stay tuned: https://click.qwencloud.com/m/20000000190/

译在Qwen Conference 2026上，Kara Tech CEO Arash Tayebi加入基础模型论坛，讨论“超越字幕：AI驱动的数字包容新前沿”。感受AI原生动力。 🚀 敬请关注：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月25日36

At Qwen Conference 2026, Jian Zhai (Senior Solutions Architect at NVIDIA) hits the Foundation Model Forum to dissect Qwen Inference Optimization: Breakthrough Performance via NVIDIA Full-Stack Acceleration. Step into the AI-native momentum. 🚀 Stay tuned: https://click.qwencloud.com/m/20000000190/

译在2026年Qwen大会上，NVIDIA高级解决方案架构师翟健在基础模型论坛上深入解析《Qwen推理优化：通过NVIDIA全栈加速实现突破性能》。感受AI原生动力。 🚀 敬请期待：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月25日57

At Qwen Conference 2026, Minglei Feng (Principal Database Solution Architect, Alibaba Cloud) and Foong Chee Mun (CEO, YTL AI Lab) hit the Agent-Native Cloud Forum to present Activate Enterprise AI Actions with AI-native Data Foundation. 🚀 Stay tuned: https://click.qwencloud.com/m/20000000190/

译在通义千问大会2026上，阿里云首席数据库解决方案架构师冯明磊与YTL AI Lab首席执行官冯志文在智能体原生云论坛上，共同展示了《用AI原生数据基础激活企业AI行动》。 🚀 敬请关注：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月25日41

At Qwen Conference 2026, Jian Zhang (Intel Senior Cloud Solution Architect) joins the Agent Native Cloud Forum to discuss Building AI Agent Infrastructure with Intel Xeon: Fast, Reliable, and Cost-Efficient. Step into the AI-native momentum. 🚀 Stay tuned: https://click.qwencloud.com/m/20000000190/

译在2026年通义千问大会上，英特尔高级云解决方案架构师张健将加入Agent Native Cloud论坛，探讨如何使用英特尔至强处理器构建快速、可靠且高性价比的AI智能体基础设施。共同迈入AI原生时代。 🚀 敬请关注：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月25日43

At Qwen Conference 2026, Yue Cui (Research Scientist, Tongyi Lab) hits the Agent Application Forum to present QwenPaw: Loading Your Personal AI Assistant Instantly. 🚀 Stay tuned: https://click.qwencloud.com/m/20000000190/

译在2026年通义千问大会上，研究员岳翠（通义实验室）在Agent应用论坛上展示了QwenPaw：即时加载您的个人AI助手。 🚀 敬请期待：https://click.qwencloud.com/m/20000000190/

X.PIN@thexpin · 5月25日58

More from Huawei's Tau Law talk—the slides spill the 2026 Kirin specs! 📈 Vs a traditional 2D-design chip, the new Kirin hits: 🔹 +53.5% Transistor Density (238 MTr/mm²) 🔹 +41% P-core Efficiency 🔹 +12.7% Peak Frequency → 3.1GHz (First Kirin to clear 3GHz) And the roadmap keeps climbing: by 2031, Huawei targets 400+ MTr/mm² density and a 5.0GHz clock. This is the LogicFolding architecture's first commercial outing—likely in the Mate 90 this fall.

译更多来自华为陶哲轩演讲的内容——幻灯片泄露了2026年麒麟芯片的规格！📈 与传统2D设计芯片相比，新款麒麟芯片实现了： 🔹 晶体管密度提升53.5%（238 MTr/mm²） 🔹 P核效率提升41% 🔹 峰值频率提升12.7% → 3.1GHz（首款突破3GHz的麒麟芯片） 路线图持续攀升：到2031年，华为目标是实现400+ MTr/mm²的密度和5.0GHz的时钟频率。这是LogicFolding架构的首次商用亮相——很可能搭载于今年秋季的Mate 90。

Alibaba Cloud@alibaba_cloud · 5月25日42

At Qwen Conference 2026, Junjie Zhou (VP of Sales, AMD Greater China) joins the Agent Application Forum to present Advancing AI, Leading The Future. Step into the AI-native momentum. 🚀 Stay tuned: https://click.qwencloud.com/m/20000000190/

译在2026年Qwen大会上，周俊杰（AMD大中华区销售副总裁）加入Agent应用论坛，发表“推进AI，引领未来”演讲。步入AI原生浪潮。 🚀 敬请关注：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月25日39

At Qwen Conference 2026, Larry Fang (Technical Evangelist at Qoder) joins the Agent Application Forum to present Meet Your AI Twin: Work, Reimagined with Qoder. Step into the AI-native momentum. 🚀 Stay tuned: https://click.qwencloud.com/m/20000000190/

译在2026年通义千问大会上，Qoder技术布道者Larry Fang加入智能体应用论坛，带来主题演讲《遇见你的AI分身：用Qoder重塑工作》。拥抱AI原生浪潮。 🚀 敬请关注：https://click.qwencloud.com/m/20000000190/

PixVerse@PixVerse_ · 5月25日40

Beautiful work！@AlexBonSpace

译这是一则由创作者@AlexBonSpace发布的AI艺术作品推文，展示了基于小红帽童话改编的《小红帽的黑暗摇篮曲》。作品为风格忧郁的AI生成音乐视频。作者在推文中阐述创作灵感：偶然听到一首关于小红帽的忧郁歌曲后决定自行创作，并提到“未归来”在不同文化中的隐喻，有时并非死亡，而是意味着跨过了一个故事无法跟随的门槛。该作品是PixVerse创意伙伴计划（CPP）的成果，相关标签包括#LittleRed、#DarkLullaby、#PixVerse、#AIart、#AIvideo。

Alibaba Cloud@alibaba_cloud · 5月25日32

At Qwen Conference 2026, Jacob Junyu Si (Product Evangelist of MuleRun) joins the Agent Application Forum to discuss Go AI Native with MuleRun. Discover the path to building autonomous intelligence on a dedicated platform. Step into the AI-native momentum. 🚀 Stay tuned: https://click.qwencloud.com/m/20000000190/

译在Qwen Conference 2026上，MuleRun的产品布道师Jacob Junyu Si加入Agent应用论坛，与MuleRun共同探讨Go AI Native。探索在专用平台上构建自主智能的路径。迈入AI原生浪潮。 🚀 敬请关注：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月25日26

Qwen Live | The Path to AI-Native Tomorrow's breakthroughs, delivered straight to your screen. Stream the live sessions to catch every announcement. Watch here: https://x.com/i/broadcasts/1yJAPMjEkAgGb

译Qwen直播 | 通往AI原生之路 明日的突破，直接呈现在您的屏幕上。观看直播，不错过任何发布。 观看地址：https://x.com/i/broadcasts/1yJAPMjEkAgGb

Alibaba Cloud@alibaba_cloud · 5月25日40

On May 26, industry pioneers and visionaries gather at Sands Expo Singapore to analyze the absolute frontier of Agentic AI—from core infrastructure to cross-industry multimodal workflows. 🚀 For more information: https://click.qwencloud.com/m/20000000190/

译5月26日，行业先驱与远见者齐聚新加坡金沙会展中心，深入分析智能体AI的绝对前沿——从核心基础设施到跨行业多模态工作流。 🚀 了解更多信息：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月25日42

On May 26 at Qwen Conference 2026, Dr. Feifei Li (CTO of Alibaba Cloud, President of International Business) and Tommy Eastman (Head of Strategy, Nous Research) discuss Scaling Trustworthy Agents. Step into the AI-native momentum. 🚀 For more information: https://click.qwencloud.com/m/20000000190/

译5月26日，在2026年通义千问大会上，李飞飞博士（阿里云CTO、国际业务总裁）与Tommy Eastman（Nous Research战略负责人）探讨了可信智能体的扩展。步入AI原生浪潮。 🚀 更多信息：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月25日19

On May 26, Mr. Desmond Tan, Senior Minister of State in the Prime Minister’s Office, Deputy Secretary-General of the National Trades Union Congress (NTUC) will take the main stage at Sands Expo Singapore to deliver the Welcome Address. 🚀 Register: https://click.qwencloud.com/m/20000000190/

译5月26日，总理公署高级政务部长、全国职工总会副秘书长唐振辉先生将在新加坡金沙会展中心发表欢迎致辞。 🚀 注册：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月25日31

Qwen Conference 2026 | Livestream Live Singapore stage, global audience. Wherever you are, be part of the moment—stream the keynotes live: 🎤 Tech Leader Keynotes 💻 Full-Stack AI 💡 Global Insights ✨ Biz Innovation 🚀 Secure your livestream access: https://x.com/i/broadcasts/1vJpPrMXaZbJE

译Qwen Conference 2026 | 直播进行中 新加坡舞台，全球观众。无论您身在何处，共同见证这一刻——收看主题演讲直播： 🎤 技术领袖主题演讲 💻 全栈 AI 💡 全球洞察 ✨ 商业创新 🚀 获取直播观看权限：https://x.com/i/broadcasts/1vJpPrMXaZbJE

ginobefun@hongming731 · 5月25日49

#BestBlogs 早报 05-26 今天 BestBlogs 早报精选 10 篇，3 篇深度精讲： 📌 Google 把 FDE 面试压缩到 2 天、OpenAI 斥资 40 亿成立独立部署公司，AI 商业竞争主战场已从训练转向落地； 📌 Anthropic 研究 PM 首度揭秘下一代 Claude 的「dreaming 机制」与意识研究； 📌 以及一篇反直觉洞察：超级个体不是被培训出来的，而是被完整 Closed-loop 激发的。 听播客 / 读图文版，链接在 http://BestBlogs.dev 👇

译早报精选10篇文章并精讲3篇：包括Google与OpenAI将AI商业竞争焦点转向部署落地，Anthropic研究PM揭秘下一代Claude的「dreaming机制」，以及关于“超级个体”是通过完整Closed-loop被激发而成的反直觉观点。

Ant Ling@AntLingAGI · 5月25日50

To accelerate developer adoption, we are offering a limited-time 75% discount for Ling-2.6-1T, 1T total parameters with 63B activation, on OpenRouter. Built for real production needs, it delivers strong intelligence with lower token overhead — no long reasoning traces required 👇

译为加速开发者采用，我们正在OpenRouter上为Ling-2.6-1T提供限时75%折扣。该模型拥有1T总参数和63B激活参数，专为真实生产需求打造，以更低的token开销提供强大智能——无需长推理链 👇

Chubby♨️@kimmonismus · 5月25日77

A coordinated supply chain attack called "TrapDoor" just hit npm, PyPI, and Crates. io simultaneously, 34 malicious packages targeting crypto, AI, and security developers to steal wallets, SSH keys, and cloud credentials. New: attackers are also submitting pull requests to popular open-source repos, injecting manipulated CLAUDE.md and .cursorrules config files. When a developer clones the repo and works with Claude Code or Cursor, the AI agent reads those files as trusted instructions, and could execute malicious commands without the developer realizing it. Using AI assistants as the attack surface is new.

译一场名为“TrapDoor”的协调供应链攻击同时袭击了npm、PyPI和Crates.io，涉及34个恶意包，旨在窃取加密货币、AI和安全开发者的钱包、SSH密钥和云凭证。攻击的新手段是向流行开源项目提交Pull Request，注入被操纵的`CLAUDE.md`和`.cursorrules`配置文件。当开发者克隆仓库并使用Claude Code或Cursor等AI助手时，AI智能体会将这些文件当作可信指令执行，可能在开发者不知情下运行恶意命令。这是首次将AI助手作为攻击面。

Rohan Paul@rohanpaul_ai · 5月24日40

🇨🇳 China's Hangzhou Airport is now using its first track-guided bird-dispersion robot. Has directional sound devices, insect-killing lamps & cameras. Gives runways 24/7 protection with smart patrols, HD cameras, and a greener way to keep birds away.

译🇨🇳 中国杭州机场现已启用其首台轨道式驱鸟机器人。 配备定向声波装置、杀虫灯和摄像头。 通过智能巡逻、高清摄像头和更环保的驱鸟方式，为跑道提供全天候保护。

Rohan Paul@rohanpaul_ai · 5月24日22

Robotic Companies in the United States

译美国机器人公司

Chubby♨️@kimmonismus · 5月24日62

So it starts: Generative AI video is no longer just a demo. Kling is now being used in real TV and film production. House of David is the first Hollywood production to openly discuss using AI video generation at an industrial level. The show has reportedly reached over 44M viewers worldwide, ranked among the top 10 new series debuts in the U.S., and hit #1 on Prime Video in the U.S.

译事情开始了： 生成式AI视频不再只是演示。 Kling正被用于真实的电视和电影制作中。 《House of David》是首部公开讨论在工业层面使用AI视频生成的好莱坞作品。 据报道，该剧全球观众已超4400万，跻身美国新剧首播收视率前十，并登顶Prime Video美国区榜首。

Rohan Paul@rohanpaul_ai · 5月24日36

Humanoin in Shenzhen, China. Real-time stability management is among the toughest problems in developing reliable legged robots outdoors.

译中国深圳的Humanoin。 实时稳定性管理是开发可靠的户外双足机器人面临的最棘手问题之一。

Alibaba Cloud@alibaba_cloud · 5月24日42

On May 26, Professor Steven Hoi (Head of Multimodal Interaction, Tongyi Large Model Business Unit) will hit the main stage at Sands Expo Singapore to unpack Foundation Models for the Agent Era. 🚀 Register: https://click.qwencloud.com/m/20000000190/

译5月26日，通义大模型事业部多模态交互负责人Steven Hoi教授将在新加坡金沙会展中心主舞台，解析智能体时代的基础模型。 🚀 报名链接：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月24日42

On May 26, Alex Chen (Vice President of International Business, GM for North America Region at Alibaba Cloud) will take the main stage at Sands Expo Singapore to explore Agent Engine — Inference at Scale, Agents Unleashed. 🚀 Register: https://click.qwencloud.com/m/20000000190/

译5月26日，阿里云国际业务副总裁、北美大区总经理Alex Chen将在新加坡金沙会展中心主舞台，探讨Agent Engine——大规模推理，智能体释放潜能。 🚀 注册：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月24日29

On May 26, Junhua Wang, Vice President of Product & Engineering, Head of Computing Platform at Alibaba Cloud, will hit the main stage at Sands Expo Singapore to unpack Agentic Cloud — Powering Tokens, Empowering Agents. 🚀 Register: https://click.qwencloud.com/m/20000000190/

译5月26日，阿里云产品与工程副总裁、计算平台负责人王俊华将在新加坡金沙会展中心主舞台，深入解析“智能体云——驱动Token，赋能智能体”。 🚀 注册：https://click.qwencloud.com/m/20000000190/

Alibaba Cloud@alibaba_cloud · 5月24日18

On May 26, Narek Hayrapetyan (Head of Video Product, Picsart) will be at Sands Expo Singapore to break down how multimodal AI is completely redefining visual creation. 🚀 Register: https://click.qwencloud.com/m/20000000190/

译5月26日，Picsart视频产品负责人Narek Hayrapetyan将在新加坡金沙会展中心，解析多模态AI如何彻底重塑视觉创作。 🚀 报名链接：https://click.qwencloud.com/m/20000000190/

凡人小北@frxiaobei · 5月24日34

Anthropic 估值有望突破 9000 亿美元，预计 10 月份正式上市。 再努努力，争取进入万亿俱乐部。 有一说一，打铁还得自身硬。

译Anthropic 估值有望突破 9000 亿美元，预计 10 月份正式上市。 再努努力，争取进入万亿俱乐部。 有一说一，打铁还得自身硬。

Alibaba Cloud@alibaba_cloud · 5月24日23

On May 26, Dr. Feifei Li (CTO of Alibaba Cloud, President of International Business) will hit the main stage at Sands Expo Singapore to unpack Ship the Next and Scaling Trustworthy Agents. 🚀 Register: https://click.qwencloud.com/m/20000000190/

译5月26日，李飞飞博士（阿里云CTO、国际业务总裁）将在新加坡金沙会展中心主舞台，解读“Ship the Next”与“Scaling Trustworthy Agents”。 🚀 报名链接：https://click.qwencloud.com/m/20000000190/

向阳乔木@vista8 · 5月24日31

月底我和姚老师会在waytoagi开GEO公开课。 到时候姚老师主要分享GEO，我来推荐一些AI工具，还有一些AI使用实践。

译作者宣布将于本月底在waytoagi平台举办一场关于GEO的公开课。姚老师将主要分享GEO（生成式引擎优化）的系统逻辑与核心策略原则，作者本人则推荐一些AI工具并分享相关实践。公开课具体时间为本月底周六晚八点。此外，已建立GEOflow交流群，有意加入者可添加指定微信。

凡人小北@frxiaobei · 5月24日36

有点期待 codex 经常出一些不大不小的 bug

凡人小北@frxiaobei · 5月24日52

果然，竞争之下用户才能受益。 Claude 被封的陈年旧号可以申诉了。 Claude 他急了。

译在AI模型竞争加剧的背景下，Anthropic的Claude恢复了部分被封禁旧账号的登录功能，并提供申诉引导。这一变动被推测为应对OpenAI Codex等产品竞争而采取的用户召回策略。竞争压力可能正在推动服务方重新审视封禁政策，对用户而言，竞争环境往往带来更灵活的服务选择与权益保障。

Chubby♨️@kimmonismus · 5月24日56

„AI is going to make everything cost less.” The new Fed Chair says the next few years could be a hugely exciting moment, arguing that AI is “structurally disinflationary.” Read that again: „structurally disinflationary“. And that from the new Fed Chair.

译“AI将使一切成本降低。”新任美联储主席表示，未来几年可能是一个极其激动人心的时刻，他认为AI具有“结构性抑制通胀”的作用。 再读一遍：“结构性抑制通胀”。 这出自新任美联储主席之口。

Chubby♨️@kimmonismus · 5月23日62

NVIDIA has completely halted the release of graphics cards for the gaming market for 2026. Full Focus AI: a gap that China is now also attempting to fill. Not only are high-quality, affordable ev-cars now coming out of China, but - presumably soon - affordable consumer GPUs as well. Curious for benchmarks. If they compete with - let’s say - a RTX 3070 for 1/5 its price this would be a huge win.

译英伟达已完全暂停2026年游戏显卡的发布。全力聚焦AI：中国现在也正试图填补这一空白。 不仅高质量、价格实惠的电动汽车正从中国涌现，而且——很可能不久之后——价格实惠的消费级GPU也将出现。 很好奇基准测试结果。如果它们能与——比如说——RTX 3070竞争，而价格只有其五分之一，那将是一个巨大的胜利。