今日AI行业三线并行：谷歌DeepMind发布新一代世界模型Genie 4，支持实时交互生成带音频的3D模拟世界，将模拟时长拉长至上一代两倍；算力侧甲骨文不再单押英伟达，大规模部署Vera Rubin的同时首度引入谷歌TPU与Cerebras等芯片，供应链多元化趋势明朗；国内个人Agent加速落地，蚂蚁集团发布灵光2.0主打AI主动托管事务，Rokid连发多款AI眼镜新品。脑机接口与资本层面，脑虎科技完成7亿元B轮融资，英伟达向Meta投资30亿美元推进AI基建。
算力与芯片
1. 甲骨文加码英伟达至数吉瓦级，首度引入谷歌 TPU 与 Cerebras 芯片 🔥
甲骨文宣布扩大与英伟达合作，大规模部署新一代 Vera Rubin AI 服务器至数吉瓦级，同时引入谷歌 TPU、Cerebras Systems 及 SambaNova 推理芯片，并部分弃用英伟达网络芯片改用自研 Acceleron，算力供应多元化信号明确。
来源：IT之家/凤凰网
2. 英伟达向 Meta 投资 30 亿美元，Meta 计划募资最高 950 亿美元投 AI 基建
英伟达向 Meta 投资 30 亿美元，Meta 将进一步扩大英伟达算力采购，深度绑定 Vera Rubin、Vera CPU 基础设施；Meta 计划募资最高 950 亿美元投入 AI 基建，AMD、博通也表达大额认购意向。
来源：CSDN 日报
资本与市场
3. 脑虎科技完成 7 亿元 B 轮融资，推进脑机接口「三全」系统临床试验
脑虎科技 10 月 28 日宣布完成 7 亿元 B 轮融资，由国投聚力、深创投、勤智资本联合领投；资金将用于「全植入、全无线、全功能」脑机系统的多中心临床试验、注册审批、超级工厂量产及脑机接口+AI 融合研发。
来源：人民财讯/网易
4. 全球 AI 投资持续升温，预计 2026 年底规模达 1 万亿美元
多家跨国科技巨头预测 2026 年底全球人工智能投资规模达 1 万亿美元，这些资金正变成工地、机房和订单；欧盟「投资人工智能」计划拟动员 2000 亿欧元建设 AI 超级工厂与算力基础设施。
来源：新浪/CSDN
模型与技术
5. 谷歌 DeepMind 发布新一代世界模型 Genie 4，一句话生成可实时交互的 3D 世界 🔥
谷歌 DeepMind 正式发布 Genie 4，原生多模态，支持实时生成带音频与物理规律的 3D 场景，用户可键盘操控游历、实时改天气加角色，模拟环境最长运行两分钟，约为上一代 Genie 3 的两倍；依托 Gemini 维持世界逻辑连贯性，目前以研究预览版本开放。
来源：财联社/站长之家
6. Liquid AI 发布 LFM3 模型家族，2B 参数统一承载文本/视觉/音频/决策
Liquid AI 推出 LFM3 模型家族，2B 参数单卡即可微调部署，架构面向智能体场景硬件搜索优化，适配从嵌入式端侧到云 GPU 十多种硬件平台。
来源：CSDN AI日报
7. TypeSafe AI 推出决策模型 Jev，不走文本直接输出带置信度的类型化结果
TypeSafe AI 推出决策模型 Jev，不生成自然语言，直接输出带置信度的类型化概率结果，适合代码自动执行场景；32k 上下文，输出免费，输入定价 0.042 美元/百万 token。
来源：CSDN 日报
8. 谷歌 Research 提出大模型「睡眠框架」，缓解灾难性遗忘 🔥
谷歌 Research 提出持续学习「睡眠框架」，尝试解决大模型更新新知识后遗忘旧知识的痛点，为模型长期迭代、动态吸收事实提供新思路。
来源：CSDN 日报
9. 清华+智谱披露 GLM-Omni 多模态现象：图像侧与语言侧能力存在隔离
清华与智谱 AI 论文披露 GLM-Omni 多模态模型现象：图像生成任务学会的知识很难被语言问答调用，图像侧和语言侧能力存在明显隔离，为多模态融合提出新课题。
来源：CSDN 日报
10. AI2 发布科研新颖性评测基准，验证大模型判断科研 Idea 是否创新
AI2 艾伦人工智能研究所发布科研新颖性评测基准，用于验证大模型判断科研 idea 是否创新的可靠性，同步开放数据集、代码与自动化评测流水线。
来源：CSDN 日报
产品与应用
11. 蚂蚁集团发布灵光 2.0，主打「AI 帮你管事」的个人 Agent 🔥
蚂蚁集团 10 月 27 日发布灵光 2.0，在 1.0 快速搭建小应用基础上新增长期事项追踪能力，可持续监控账单、票价、动态信息并主动推送提醒，例如「金价跌超 2% 就提醒」，推动 AI 从一次性问答转向长期托管式助理。
来源：腾讯网/爱范儿
12. Rokid 发布多款 AI 眼镜新品：Glasses 2 与国内首款全彩 AI 眼镜 Color
Rokid 发布 Rokid Glasses 2（3699 元起）、国内首款全彩 AI 眼镜 Rokid Color（4999 元起）及交互戒指 Rokid Ring；眼镜支持接入桌面智能体、调用千问办公 Agent，可看视频、行情、执行办公任务。
来源：爱范儿/ZAKER
13. Anthropic 披露药物研发合作进展，向美国政府机构提供 Claude 六折优惠
Anthropic 联合 6 家机构依托 Claude 加速新药研发，并同步启动自研罕见病治疗药物项目；同时与美国 GSA 扩大合作，面向各级政府机构提供 Claude 产品六折优惠。
来源：CSDN 日报
14. 苹果为 Pages/Keynote/Numbers 增加 AI 助手，依托 OpenAI 模型
苹果给办公套件 Pages、Keynote、Numbers 增加 AI 助手，依托 OpenAI 模型，支持幻灯片制作、文稿改写、数据分析绘图等办公辅助能力。
来源：CSDN 日报
15. Mozilla 升级 Firefox Smart Window AI，新增表单自动填充与网页监控
Mozilla 升级 Firefox Smart Window AI 能力，新增 AI 表单自动填充、网页监控，可从已打开页面提取信息填充求职表单，由 Gemini 3.1 Flash Lite 提供能力。
来源：CSDN 日报
政策与生态
16. 信通院报告：2026 年国内大模型词元均价较去年下半年翻倍、吞吐量翻倍
中国信通院等联合发布《大模型词元服务性能监测报告（2026 年）》，称国内词元价格较去年下半年翻倍（均价 13.46 元）、日均消耗量增长 3 倍，每秒吞吐量较 2025 年翻倍，呈现量价齐升态势。
来源：IT之家/东方财富网
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Today, the AI industry has three parallel lines: Google DeepMindZ94Z's new-generation world model Genee 4, which supports real-time interactive generation of 3D analogue worlds with audio, stretching the simulation to twice the length of the previous generation; arithmetical artery, which is no longer monopolized by Weida, deploys large-scale chips such as Vera Rubin, with a clear trend in supply chain diversification; and domestic individual Agent, which accelerates down, the ants group of publish 2.0 takes active AI hosting services, and Rokid re-emerging multiple AI glasses. At the brain interface and capital level, brain tiger technology completed the $700 million B round of financing, and Yvesta invested $3 billion in capital development of AI.
Calculator and Chip
1. The first introduction of Google TPU and Cerebras chips
Oracle announced the expansion of its collaboration with Weeda to deploy a new generation of Vera Rubin AI servers to a few giva class, along with the introduction of Google TPU, Cerebras Systems and Sambanova reasoning chips, and partially abandoned the use of the Weeda web chip for self-study Acceleron to provide a clear signal of diversity.
Source: IT home/phoenix network
2. In Weida invests $3 billion in Meta and Meta plans to raise up to $95 billion in AI capital
In the US$ 3 billion invested in Meta, Meta will further expand its purchasing power by in-depth binding of Vera Rubin, Vera CPU infrastructure; Meta plans to raise up to $95 billion in capital funding, and AMD, Chase, has expressed its intention to make large purchases.
Source: CSDN daily.
Capital and markets
3. Cerebral tiger technology completed 700 million yuan B. Round financing, advanced brain interface "3 in " system clinical trials
On October 28th, Brain Tiger Technology announced the completion of a $700 million B round of financing, which is co-financed by the country's pooled, deep and hard-core capital; the funds will be used for multi-centre clinical trials of the "full-planted, all-wire, all-functional" brain system, registration approval, super-plant mass production, and brain interface +AI integration research and development.
Source: People ' s Financial Information/Web Easy
4. Global AI investments continue to warm and are projected to reach $1 trillion by the end of 2026
Multinational technology giants forecast that global investment in artificial intelligence at the end of 2026 will be on a scale of $1 trillion, and that these funds are being converted into sites, rooms and orders; the EU ' s "Investing in artificial intelligence" initiative is to mobilize Euro200 billion to build AI superworker and computing infrastructure.
Source: New Wave/CSDN
Models and technologies
5. Google DeepMind publish New Generation World Model Genie 4, producing a real-time interactive 3D world 🔥
Google DeepMind, official publish Genie 4, original multi-modular, supports real-time generation of 3D scenarios with audio and physical patterns, user keyboard-controlled travel history, real-time changes in weather and role, simulation environments running for up to two minutes, approximately twice as much as the previous generation of Genie 3; based on Gemini ' s maintenance of world logical coherence, the research preview version is currently open.
Source: Associated Press/House of Chiefs
6. Liquid AI publish LFM3 Model family, 2B Parameters Unified load text/visual/audio/decision-making
Liquid AI introduces the LFM3 model family, where 2B parameter single-cards can be fine-tuned for deployment, structured to optimize hardware search for AI agent scenes and fit from embedded end to cloud GPU hardware platforms.
Source: CSDN AI daily.
TypeSafe AI rolls out the decision model, Jev, does not follow the results of the typeing of the text with confidence
TypeSafe AI rolls out the decision model Jeff, does not produce natural languages, directly outputs the aberration probability results with confidence, suitable for code auto-execution; 32k context, output free of charge, input pricing 0.042/million token.
Source: CSDN daily.
Google Research presented LLM "Sleep Framework" to mitigate catastrophic oblivion.
Google Research offers a framework for continuous learning to try to address the pain of LLM updating new knowledge and forgetting old knowledge, providing new ideas for models to evolve over time and dynamically absorb facts.
Source: CSDN daily.
9. Qinghua + Zhipu Disclosure of GM-Omni multimodular phenomena: segregation of image side and language side capabilities
The Qinghua and Zhipu AI papers reveal the phenomenon of the GLM-Omni multi-modular model: the knowledge of the Image Generation Mission is difficult to access by language questions and answers, and there is a clear segregation between image side and language side abilities and new topics are proposed for multi-modular integration.
Source: CSDN daily.
10. AII2 publish Scientific Innovative Assessment Benchmark to Verify LLM Scientific Idea Innovation
AI2 publish Scientific Innovative Benchmark of the Alan Institute of Artificial Intelligence is used to verify the reliability of LLM ' s scientific idea to determine whether or not the scientific idea is innovative and to evaluate current water lines in a synchronized open data set, code and automated way.
Source: CSDN daily.
Products and applications
11. Ant Group publish light 2.0, personal "AI for you"
On October 27, publish luminous 2.0, adding a long-term tracking capability based on 1.0 fast-tracking small applications, monitoring bills, fare prices, dynamic information and sending alerts on its own initiative, such as "A reminder of a 2 per cent drop in gold price" to push AI from a one-time question and answer to a long-term hosting assistant.
Source: Tencent/Eifan
12. Rokid publish Multiple AI Glasses New: Glasses 2 and the first national colour AI Glasses Color
Rokid publish Rokid Glasses 2 (starting $3699), first colour in the country AI Rokid Color (starting from $4999) and interactive ring Rokid Ring; glasses support access to desktop AI agent, call thousands of questions, Agent for video, line and office assignments.
Source: Ivan/ZAKER
13. Anthropic discloses the progress of cooperation in drug research and development, offering Claude a 50% discount to United States government agencies
Anthropic co-operates with six agencies to accelerate the development of new drugs in Claude and to synchronize the launch of the self-research drug programme for rare diseases; and expands its collaboration with the United States of America's GAS to offer a 60% discount on Claude products to government agencies at all levels.
Source: CSDN daily.
14. Apples for Pages/Keynote/ Numbers Add AI Assistant with Open AI model
Apples add AI assistants to the office suites Pages, Keynote, Numbers, based on Open AI models, to support office aids such as slide production, script rewrite and data analysis drawings.
Source: CSDN daily.
15. Mozilla Upgrade Firefox Smart Windows AI, add new forms to automatically fill and monitor web pages
Mozilla upgrades Firefox Smart Windows AI, adds an AI form to autofill, web monitor, and can extract information from an open page to fill a job search form, which is provided by Gemini 3.1 Flash Lite.
Source: CSDN daily.
Policy and ecology
16. ICC reported that the average domestic LLM word price doubled in 2026 over the second half of the year, and the amount of vomiting doubled.
Joint publish, China Institute of Information and Communications, et al., LLM The Performance Monitoring Report for the Characteristics Service (2026), states that the domestic terminologies price doubled (average price 13.46 yuan) from the second half of the previous year, and that daily consumption increased threefold, doubling per second throughput compared to 2025, showing a rise in prices.
Source: IT House/East Wealth Network
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