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10月11日周日
  1. 𝐷𝑟. 𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠5

    #fablife

    AI 生成摘要 · 以原文为准

  2. a16z57

    a16z 发文指出,2005 年中国发电量只有美国的一半,如今已超过美国的 2 倍。其引用的帖子中,前 Intel CEO Pat Gelsinger 认为 15 年来美国在退役煤电同时新增可再生能源,全国能源容量基本持平,核电是理想的基荷但可再生能源深度依赖中国,能源容量制约 AI 数据中心扩张。

    AI 生成摘要 · 以原文为准

    引用a16z@a16z

    "Energy Capacity = Economic Capacity" Former Intel CEO Pat Gelsinger on why America's power grid is the ceiling on growth: "We went through 10 to 15 years where essentially I was taking coal offline at the rate I was adding renewables, and essentially the nation was flatlined in terms of overall energy capacity." "So essentially our economic capacity as a nation, flat for fifteen years." "Even with that, we've gone to maybe increasing our national energy capacity 4% per year. Going from essentially zero to one." "Nuclear as base load is a fabulous thing that we want to go build more of. Unfortunately all of our renewables have deep dependencies in China." "Energy capacity somewhat dampens how euphoric we can get on AI. Why build a new data center and buy the million GPUs if I can't power them?" @PGelsinger @RaghuRaghuram @appenz

  3. a16z54

    a16z 转发前 Intel CEO Pat Gelsinger 的观点,核心论断是电力容量等于经济容量,并配图称不存在低电价且富裕的国家。Gelsinger 称过去10到15年美国关停煤电的速度与新增可再生能源相当,全国能源容量近乎零增长,经济容量随之停滞15年;目前全国能源容量年增约4%。他支持以核电作为基荷,同时指出可再生能源深度依赖中国,并认为电力容量会抑制对AI的乐观情绪,因为新建数据中心若无法供电,购买百万块GPU没有意义。

    AI 生成摘要 · 以原文为准

    引用a16z@a16z

    "Energy Capacity = Economic Capacity" Former Intel CEO Pat Gelsinger on why America's power grid is the ceiling on growth: "We went through 10 to 15 years where essentially I was taking coal offline at the rate I was adding renewables, and essentially the nation was flatlined in terms of overall energy capacity." "So essentially our economic capacity as a nation, flat for fifteen years." "Even with that, we've gone to maybe increasing our national energy capacity 4% per year. Going from essentially zero to one." "Nuclear as base load is a fabulous thing that we want to go build more of. Unfortunately all of our renewables have deep dependencies in China." "Energy capacity somewhat dampens how euphoric we can get on AI. Why build a new data center and buy the million GPUs if I can't power them?" @PGelsinger @RaghuRaghuram @appenz

10月10日周六
  1. NSF - NASASpaceflight.com55

    SpaceX 的 Falcon 9 火箭(芯级 B1103-6)从范登堡基地 SLC-4E 发射美军太空发展局(SDA)的 Tranche 1 Transport Layer A 组任务,这是该星座第四个 Tranche 1 数据传输任务,卫星进入低地球轨道。

    AI 生成摘要 · 以原文为准

    引用SpaceX@SpaceX

    Watch Falcon 9 launch the @SemperCitiusSDA’s fourth Tranche 1 data transport mission to low-Earth orbit https://x.com/i/broadcasts/1jGXgBoBYkRKZ

  2. Starlink57

    Starlink Mobile 在巴拿马地震后为运营商 +Móvil(Más Móvil Panama)用户提供全国范围的应急卫星连接,用户可通过短信(SMS)与亲友和社区保持联系。服务在天空视野开阔处效果最佳,+Móvil 已免费为用户开通该卫星通信功能。

    AI 生成摘要 · 以原文为准

    引用MasMovilPanama@MasMovilPanama

    Ante el reciente sismo registrado en nuestro país, +Móvil ha habilitado gratuitamente la comunicación satelital de @Starlink Mobile para que puedas mantenerte en contacto con tus seres queridos.

  3. Quantum Computing Report43

    Moth Quantum 联合创始人 Harry Kumar 播客访谈:量子游戏 Quantum Backrooms 与面向创作者的 Atlas 平台

    Moth Quantum 联合创始人兼首席创意官 Harry Kumar 在 Thinking on Paper 播客中介绍 Quantum Backrooms——一款迷宫在真实量子硬件上生成的浏览器游戏,每块地砖对应一个量子比特,墙壁来自它们之间的关联。他明确表示该游戏运行速度并不比经典游戏快,强调其意义不在量子优势。

    AI 生成摘要 · 以原文为准

  4. Starlink66

    巴西电信监管机构 ANATEL 投票批准 Starlink Mobile 全面接入 2 GHz 频段,并确认其全球 S 波段优先权。Starlink 表示将利用这一中频段频谱为巴西用户提供设备直连的高速移动宽带服务。

    AI 生成摘要 · 以原文为准

    关注理由:ANATEL 批准 Starlink Mobile 全面接入 2 GHz 频段并确认其全球 S 波段优先权,为卫星移动宽带在巴西落地扫清频谱监管障碍。

  5. Quantum Computing Report53

    Arqit Quantum 初步 FY 2026 业绩:年收入 97.5 万至 100 万美元,获 NATO 量子安全合同,现金达 5100 万美元

    Arqit Quantum 发布截至 2026 年 9 月 30 日的初步 FY 2026 业绩,预计全年收入 97.5 万至 100 万美元,同比增长约 84% 至 89%;H2 收入 35.5 万至 38 万美元,环比与同比均下滑,受中东一重要客户合同因地缘政治中断影响。公司持有现金约 5100 万美元。

    AI 生成摘要 · 以原文为准

  6. Quantum Computing Report59

    奥克兰大学、NIST 与马里兰大学在 Nature 展示 octave 跨度芯片级微腔光频梳

    由 University of Auckland、NIST(美国国家标准与技术研究院)、University of Maryland 及 UC Santa Barbara 领导的国际团队在 Nature 发表研究,通过架构反转,用相距一个 octave 的双泵浦激光驱动非线性微谐振腔,在晶圆代工制造的光子芯片上实现自对准、低噪声的 octave 跨度微腔光频梳。

    AI 生成摘要 · 以原文为准

  7. The Robot Report49

    Groceryshop 2026 显示零售机器人已准备好规模化并应用 AI

    Groceryshop 2026 展示零售机器人正走向规模化与 AI 化。Simbe Robotics 已在全球完成 3000 台 Tally 机器人部署,且在一家 Tier 1 零售商持续铺开;Badger Technologies 转型定位为零售智能公司,ShelfOptix 推出可由人工护送往返门店的折叠机器人,MUSE 扩展模块化平台并已在一家美国小型连锁门店开展试点。

    AI 生成摘要 · 以原文为准

  8. The Robot Report35

    人形机器人演示为何仍难以通过泛化测试——The Robot Report 播客对话 Appen GenAI 研究总监

    The Robot Report 播客第 265 期邀请 Appen 生成式 AI 研究总监 Jeanine Sinanan-Singh,探讨机器人在环训练的重要性。她指出,令人印象深刻的演示并不一定能证明机器人行为具备泛化能力,并介绍其在智能体评测、RL 环境与后训练数据集设计方面的工作。

    AI 生成摘要 · 以原文为准

  9. a16z32

    Token 价格持续下降,GPU 租用价格却持续上涨 智能变得更便宜,使用量随之上升,最终每个软件里都会有一个模型

    AI 生成摘要 · 以原文为准

    引用a16z@a16z

    TypeSafe AI's Diogo Almeida on why Jev is called Jev, and what cheap intelligence finally changes about software: "It's wild that AI is so cool and software has been unchanged in 10 years... The most we can do is add a little chatbot in the side sometimes that can take actions, but not all actions." "TypeSafe is making AI for software. We want to make AI powerful, not just for humans in the loop, but to actually build real software." "It's about the laziness to spend 10 hours to do the five-minute task instantly and to never have to do it again. It should be an ROI decision for people who automate stuff. I would just like it to be automatable." "I think that people will just make new kinds of work, hence the Jev in Jevons. New kinds of work once that stuff is doable." "As we have lots of intelligence at lots of different cost and speed trade-offs, the super systems-y types will be making trade-offs. Jev's gonna be 1000x too smart for them. They just want an approximate guess to optimistically route here and there." Martin Casado: "The good news is we get to rebuild systems again. We have a new primitive. It's kind of a new way of thinking about doing software." @CompleteSkeptic @typesafeai @bhorowitz @martin_casado

  10. The Quantum Insider24

    调音与小提琴:The Quantum Kid 用小提琴讲解量子比特校准

    The Quantum Kid 的 Kai Asks 系列邀请 Quantum Machines 量子教育与人才培养项目经理 Kristina Callaghan,用小提琴调音类比讲解量子比特校准。由于制造差异,每个超导量子比特都有各自共振频率,需通过光谱扫描和 Rabi 实验等步骤逐一调校,且参数会随时间漂移需反复校准。

    AI 生成摘要 · 以原文为准