重要信号 都有依据
从一手来源梳理重要 AI 进展，与产品营销明确分开；事实对应证据，分析标明判断。
OpenAI plans to end direct model access for SpaceX-owned Cursor
OpenAI said it notified SpaceX that it intends to wind down the contract supplying OpenAI models to Cursor, proposing November 12 as the cutoff. The company tied the decision to concerns about compliance with its terms after Cursor's change of control. OpenAI said it will not provide future models to Cursor, while giving developers the maximum notice allowed under the agreement.
Federal judge overturns the Pentagon’s Anthropic blacklist
U.S. District Judge Rita Lin ruled that the Pentagon acted unlawfully when it labeled Anthropic a supply-chain risk and imposed broad penalties after the company challenged unrestricted military use of Claude. The 59-page decision found unlawful retaliation and procedural failures, and it also addressed orders directing other federal agencies to stop using Anthropic products. The government is expected to appeal.
Nvidia posts a $96.2 billion quarter as AI infrastructure demand doubles
Nvidia reported fiscal second-quarter revenue of $96.2 billion, up 106% from a year earlier and 18% sequentially. Data Center revenue reached $89.0 billion, a 117% year-over-year increase, while GAAP operating income climbed to $63.7 billion. The company said its Vera Rubin platform is now in full production as frontier labs, startups and physical-AI developers expand compute spending.
OpenAI publishes the first performance results for its Jalapeño inference chip
OpenAI released its first measured results for Jalapeño, the company’s custom inference accelerator. On SemiAnalysis’ InferenceX benchmark, OpenAI says the chip delivered 1.5 to 1.9 times more AI work per watt at peak throughput and 1.7 to 3.6 times lower end-to-end latency than the commercial comparison systems across GPT-OSS 120B, DeepSeek R1, and Kimi K2.5 workloads.
NVIDIA takes Vera Rubin from production AI factories toward orbit
NVIDIA said SpaceXAI will deploy Vera CPUs for the orchestration, code execution, and data processing surrounding its next generation of Grok agents. The company also plans to base its first Starmind AI satellite on an optimized Vera Rubin NVL72 system while expanding terrestrial infrastructure toward gigawatt scale.
XPENG robotics raises more than $900 million at a $6.3 billion valuation
XPENG’s robotics business signed agreements to raise more than $900 million in its first outside financing, valuing the unit above $6.3 billion after the round. IDG Capital led the investment, with Gaorong Ventures participating and Tencent and Alibaba joining as strategic investors. XPENG said it will retain control and continue consolidating the business in its financial statements.
Stripe 将收购 OpenRouter，进入模型路由层
Stripe 同意收购可在 80 多家供应商、400 多个模型之间路由 AI 请求的 OpenRouter，双方未披露交易金额。Stripe 表示，结合后可帮助客户在质量、速度、稳定性和价格之间选择模型，并与 Token Billing 等产品连接。OpenRouter 带来的不仅是开发者用户，也是一套已被 Nvidia、Zoom 和 Lovable 等公司使用的实时路由层。
Google 加深与 Marvell 的定制芯片合作
Marvell disclosed an expanded commercial agreement with Google covering custom products attached to the TPU ecosystem, including AI inference accelerators, network and storage controllers, memory-interface controllers, and near-memory compute. Marvell also issued Google a warrant for up to 58.97 million shares at $206.58 each.
OpenAI 在俄亥俄州的 8GW 投资重塑 AI 基础设施竞赛
OpenAI said it has agreed to secure approximately 8 gigawatts of IT capacity at the PORTS-Pike Technology Campus in southern Ohio. SB Energy will build, own, and operate the site under a 20-year lease; the first 800 megawatts are expected in 2028. OpenAI says the campus will exclusively host Nvidia compute.