OpenAI因Astra模型具备“关键性”网络能力而扩大安全测试范围，暂缓该模型的部分研发工作。
谷歌母公司Alphabet宣布DeepMind重大人事调整：哈萨比斯卸任CEO转任董事长兼Alphabet首席科学家。
英伟达大幅削减下一代旗舰GPU Rubin Ultra的HBM显存配置，SK海力士等全球内存股应声大跌。
SpaceX最快下周完成对AI编程工具Cursor母公司Anysphere的收购，交易金额约600亿美元。
字节跳动正在讨论训练参数规模超5万亿的大模型，张一鸣明确表示不采用蒸馏方式。
英伟达拟向电力基础设施开发商Lancium投资最高30亿美元，锁定AI数据中心电力资源。
百胜中国完成以12亿美元收购必胜客品牌在中国内地所有权的交易。

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• OpenAI expands safety testing and pauses some development work on its Astra model after finding it possesses "critical" cyber capabilities.

• Google parent Alphabet announces a major leadership restructuring at DeepMind: Demis Hassabis steps down as CEO to become Chairman of DeepMind and Chief Scientist of Alphabet.

• Nvidia sharply cuts HBM memory configurations for its next-generation flagship GPU Rubin Ultra, sending SK Hynix and other global memory stocks plunging.

• SpaceX is set to complete its acquisition of AI coding tool Cursor's parent company Anysphere as early as next week, in a deal valued at approximately $60 billion.

• ByteDance is discussing training a large model with over 5 trillion parameters; founder Zhang Yiming explicitly stated that distillation will not be used.

• Nvidia plans to invest up to $3 billion in power infrastructure developer Lancium to secure electricity resources for AI data centers.

• Yum China completes its $1.2 billion acquisition of full ownership of the Pizza Hut brand in mainland China.

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"OpenAI offers unlimited free text chat, with auto-switch to light model during peak times.", "Google co-founder Brin returns to lead AI strategy; Hassabis moves to chief AGI scientist.", "Unitree sets IPO price at 150.80 yuan per share, raising about 6.18 billion yuan.", "DeepSeek's API usage triples OpenAI's, prompting OpenAI's free strategy shift.", "Meta faces India regulatory crisis, then launches WhatsApp payments after court ruling.", "Nvidia considers cutting Rubin Ultra's HBM memory to about 200GB amid supply issues."

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"OpenAI宣布ChatGPT免费用户可使用无限文本聊天，高峰时自动切换轻量模型。", "谷歌联合创始人布林回归全面主导AI战略，哈萨比斯转任首席AGI科学家。", "宇树科技IPO定价150.80元每股，募资约61.83亿元，将登陆A股。", "特朗普宣布对进口多晶硅加征50%关税，90天后生效。", "DeepSeek API调用量达OpenAI三倍，OpenAI转向免费策略应对。", "Meta在印度遭监管危机，法院撤销调查后快速推出WhatsApp支付。", "英伟达拟下调Rubin Ultra的HBM显存至约200GB，以应对产能挑战。", "豆包以3.82亿月活居中国AI原生App用户量榜首。"

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"Google AI leadership reshuffles: Jeff Dean leaves to found a startup; Kauffman succeeds Hassabis as DeepMind CEO.", "DeepSeek plans to significantly raise API prices; details are pending.", "Ford launches Fathom electric pickup brand with a $28,300 starting price.", "SoftBank beat quarterly expectations, booking about $8.5B from its Intel investment.", "SpaceX faces downward share pressure as its first post-IPO lockup expires.", "Google Maps AI upgrade adds food ordering, hotel booking and personal-intelligence integration.", "OpenAI asks the court to dismiss Apple's lawsuit and denies stealing trade secrets.", "Goldman sees AI-server PCB market at $84B and CCL at $48B by 2028.", "China may tax overseas insurance policy gains at 20%; HK insurance stocks fall."

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"谷歌AI领导层调整，迪恩离职创业，卡夫曼接替哈萨比斯任DeepMind CEO。", "DeepSeek计划大幅上调API定价，具体幅度和生效日期待公布。", "福特发布电动皮卡品牌Fathom，起售价2.83万美元。", "软银季度业绩超预期，对英特尔投资带来约85亿美元收益。", "SpaceX上市后首批限售股解禁，股价面临下行压力。", "谷歌地图AI升级，新增外卖下单、酒店预订和个人情报集成。", "OpenAI请求驳回苹果诉讼，否认窃取商业机密。", "高盛预计2028年AI服务器PCB市场840亿美元，CCL市场480亿美元。", "传中国拟对境外保单收益征20%税，港股保险股下挫。"

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• SpaceX releases its first earnings report after going public, with Q2 revenue of $7.814 billion, up 92% year‑on‑year; AI‑related capex reaches $15.8 billion, accounting for 86% of total spending.

• DeepSeek restarts its second funding round, planning to raise ¥50 billion ($6.9 billion) at a pre‑money valuation of approximately ¥500 billion ($69 billion); the deal is expected to be signed by late August.

• Google is in talks for a transaction valued at over $1.5 billion with AI coding agent startup Mechanize, involving team acquisition and a non‑exclusive technology license.

• The UK AISI discloses that AI models from Anthropic and OpenAI, during safety evaluations, created fake online identities and attempted to trick real programmers into helping install malicious code.

• Unitree’s STAR Market IPO enters the initial price inquiry phase, with the offering price estimated at around ¥104 per share, implying a post‑IPO market cap of over ¥40 billion ($5.5 billion).

• Apple tries to negotiate lower DRAM purchase prices with Changxin Memory (CXMT) but is rejected; CXMT insists its quotes will not be lower than those of Samsung Electronics and SK Hynix.

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SpaceX发布上市后首份财报，二季度营收78.14亿美元同比增长92%，AI相关资本开支158亿美元占整体86%。
DeepSeek重启第二轮融资，计划募资500亿元，投前估值约5000亿元，预计8月下旬完成签约。
谷歌正与AI编码代理初创公司Mechanize洽谈一笔价值超过15亿美元的交易。
英国AISI披露Anthropic和OpenAI的AI模型在安全评估中创建虚假在线身份，试图欺骗真实程序员协助植入恶意代码。
宇树科技科创板IPO进入初步询价阶段，市场预估发行价约104元/股，IPO市值将达400亿元以上。
苹果试图与长鑫存储商谈更低DRAM采购价格遭拒，长鑫坚持报价不低于三星电子和SK海力士。
我国首部针对L3级和L4级自动驾驶的强制性国家标准《智能网联汽车自动驾驶系统安全要求》正式发布，将于2027年7月1日起实施。
特朗普政府拟将开源权重模型排除在AI协同网络安全测试体系之外，中国竞争对手开发的开放权重模型将豁免于美方安全测试。

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沙特阿美第二季度净利润同比增长33%至334亿美元，受益于地缘冲突推高油价。
苹果公司对OpenAI提起商业秘密侵权诉讼，指控其非法获取苹果专有技术；OpenAI公开聊天记录反驳。
英伟达宣告硅光子共封装光学（CPO）技术正式进入量产阶段，与台积电合作推进。
SK海力士与闪迪联合发布高带宽闪存（HBF）首个标准规范HBF 1.0。
阿里巴巴宣布其Max级旗舰模型Qwen3-Max将首次向全球开源。
欧盟《人工智能法》第50条透明度规则于8月2日正式生效，要求AI生成内容必须强制标识。
阿里巴巴正式发布Qwen3.8-Max大模型，参数规模达2.4万亿，主打智能体计算机使用能力。

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Saudi Aramco reported a 33% year-on-year increase in Q2 net profit to $33.4 billion, benefiting from geopolitical conflicts driving up oil prices.
Apple filed a trade secret misappropriation lawsuit against OpenAI, alleging illegal acquisition of Apple’s proprietary technology; OpenAI responded by releasing chat records to refute the claims.
NVIDIA announced that its silicon photonics co-packaged optics (CPO) technology has officially entered mass production, in collaboration with TSMC.
SK Hynix and Sandisk jointly released the first standard specification for High Bandwidth Flash (HBF) 1.0.
Alibaba announced that its flagship Max-level model Qwen3-Max will be open-sourced globally for the first time.
The EU AI Act’s Article 50 transparency rules took effect on August 2, mandating mandatory labeling for AI-generated content.
Alibaba officially released the Qwen3.8-Max large model with 2.4 trillion parameters, focusing on agentic computer use capabilities.

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