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体制内写材料的人，lieflat-gongwen 这个开源项目可以重点看看。 常见 AI 写公文最大的毛病，就是“AI 味”太重：套话多、结构太齐，一看就不像真人写出来的材料。 这个项目直接拿 102 万字真实公文做统计，把公文写作风格“蒸馏”成一套 Agent Skill

What we shipped this week @google Monday: Two new 8th-gen TPUs Tuesday: Gemini 4 Carbon - AlphaProof Code verified Signal protocol - Gemini Robotics 2.5 Wednesday: AlphaGenome 2 for disease research - Gemini Decisions API in AI Studio Thursday: Gemini 4 Hydrogen - intelligent eyewear pre-orders Friday: U2 new album (ok not us but exciting!) onwards!

AI铁王座空出来了，再聊聊老黄的辞职及影响：1、大家没注意的是老黄昨晚不仅辞掉了CEO、总裁连董事会成员的身份也辞掉，可以说退的干干净净跟英伟达彻底切割了，以后老黄只是英伟达最大的个人股东而已。一方面可能婚外情属实，另一方面也说明老黄应该也是面临了巨大的压力，不然董事会成员也不会辞掉。 2、33年以来英伟达董事会首次任命了一位董事会主席，这是跟老黄裸辞一样重要的信息，就是英伟达董事会改组。从“首席独立董事”机制改成正式董事长制，董事会的控制权也在进一步收拢。 英伟达董事会首任主席HarveyC.Jones（哈维·琼斯），1993年加入董事会，前 电子设计自动化巨头新思科技（Synopsys）的CEO和执行董事长，也是投资机构SquareWaveVentures的管理合伙人。 3、对产业的影响可能更深远 如开头所说AI铁王座空下来了，产业教主倒下了，现在看还没人能顶的上去 ：要么产业身位不够、要么资历和影响力也不够。 1）对英伟达来说，短期算是利空落地。如昨晚老黄辞职消息出来前聊到，“如果老黄离任最终消息出来，短线可以博一个大反弹毕竟核心竞争力没那么快就没了，但长期就得边走边看、看实际经营状况，看接任者是不是能真的撑得住”。老黄辞职的消息出来、昨天英伟达也确实低开高走； 2）老黄辞职，英伟达少了一个有远见、有决断力和魄力的掌舵人和领航人，需要特别注意老黄在任时几十名高管都直接向他汇报，那说明英伟达得高管没有谁能有他这样的全局视野、现在看未来是会受限的。 老黄还主导一批用英伟达的信用给数据中心建设兜底的项目，例如之前给OpenAI的合作，同时几家新云厂商特别是CRWV也都是老黄扶持起来的；影响自然也不小。 3）但有受损的就有受益的 老黄离开、英伟达的竞争对手不得笑开怀。AMD、谷歌的TPU、亚马逊的Trainium估计都看到了进一步追赶的可能性。为谷歌和亚马逊自研芯片的核心供应商博通和MRVL又能分到更多的蛋糕了。 4）对整个产业链来说 教主走了，扛大旗没有了，凭老黄一己之力扶持起来的算力产业链可能要放缓，但产业趋势已经形成，最多只是延缓并并不是停滞。 这两天在思考一个点，“slower for longer”的节奏可能更好，不需要动不动就高歌猛进、时不我待的。节奏稍稍降下来、会走的更稳更远。 4、而对整个市场来说 还是维持一周前 会到前面说的“slower for longer” ，过去几年的大干快干让硬件层分走了绝大部分利润，而慢下来，就是在模型层/应用层/平台层/硬件层之间做利润的重分配，资金的投入方喘口气，甚至于硬件层也不是通杀，流动性恐慌后，最终会回到不同环节的供需紧张程度出现定价分化。

Key takeaways on Nvidia CEO Jensen Huang’s resignation: 1. Near term, the bad news is priced in: For the stock market, this could be a one-time clearing event. Huang has now fully cut ties with Nvidia, so Congress summoning him and any follow-up investigations should have less impact on Nvidia’s stock from here. As for how Huang’s next moves might affect Nvidia, it’s too early to call before the investigation results are out. 2. Google’s TPU is likely the biggest beneficiary: With Nvidia facing succession uncertainty, Google’s TPU has a chance to win more trust from customers and the supply chain. Its key partners, MediaTek and Broadcom, could be the market’s near-term focus. 3. Succession impact shows up in 2028 at the earliest: CFO Colette Kress is now interim CEO. The formal CEO transition and the organizational changes that come with it will likely start affecting Nvidia’s product development and competitiveness in 2028 at the earliest. 4. Capacity pre-booking and spec upgrades are the key focus for supply chain checks: Huang’s product strategy pushed the supply chain hard in two ways: capacity pre-booking and spec upgrades. It’s critical to watch for any changes in capacity expansion and new tech development across the supply chain. These are among the core reasons Nvidia’s supply chain trades at high P/E multiples. 5. China demand and export controls: The share of Nvidia’s AI chip revenue that ultimately ends up with Chinese buyers may be higher than what the company has officially stated. That’s why some investors worry Nvidia’s revenue will drop sharply once the US government tightens export controls. But China’s end demand won’t disappear because of export controls. Even under tighter rules, as long as overseas resale channels exist, Chinese buyers may still pay the premium, even at several times the price, and get Nvidia chips/racks through indirect routes.

重點分析 Nvidia CEO 黃仁勳辭職： 1. 短期利空出盡： 對股市而言，短期內可能是一次性的利空出盡。黃仁勳目前已與 Nvidia 完全切割，接下來國會傳喚黃仁勳及後續調查，對 Nvidia 股價的影響應該會較小。至於黃仁勳離職後的動向對 Nvidia 的影響，在調查結果出爐前，現在就下判斷仍言之過早。 2. Google TPU 為直觀下的最大受益者： 在 Nvidia 面臨接班不確定性下，Google TPU 可能有機會進一步取得客戶與供應鏈信任，其核心合作廠商聯發科與 Broadcom 或為短期市場焦點。 3. 接班影響最快自 2028 年浮現： 目前 CFO Colette Kress 擔任代理執行長。後續正式 CEO 交接與相應的組織改革，對 Nvidia 產品開發與競爭力的影響，預期最快可能自 2028 年開始浮現。 4. 產能預訂與規格升級為供應鏈研究焦點： 黃仁勳的產品策略對供應鏈有兩大激進影響：「產能預訂」與「規格升級」。未來需密切關注供應鏈在擴產與新技術開發方面有無變化，這是支撐 Nvidia 供應鏈高本益比的核心因素之一。 5. 中國需求與出口管制： Nvidia 最終流向中國買家的 AI 晶片營收比重，可能高於過去對外的正式聲明。因此，有些投資人擔心，美國政府實施更嚴格的出口管制後，Nvidia 營收將顯著衰退。不過，中國終端需求並不會因出口管制而消失。即使出口管制加嚴，只要海外仍存在轉售管道，即使轉售價格高出數倍，中國買家仍有可能承擔溢價並輾轉取得 Nvidia 晶片／機櫃。

Huge AI announcements from OpenAI, Anthropic, Meta, and Google in the past 48 hours. Here's everything going on in AI right now: 1. The authors of AI 2027 just moved their timelines up. They now expect AI on par with the best human AI researchers to arrive in 2027, after METR estimated Anthropic is improving about 2x as fast thanks to AI. Daniel Kokotajlo gives it a 50-50 chance by May 2027 and says he's "scared, sad, and angry." 2. Anthropic opened the investor pitch for its IPO, with shares likely trading as soon as Thursday next week. An updated filing also says it has now crossed its own safety line for AI-driven progress. 3. OpenAI launched Businesses in ChatGPT, a beta hub where brands can set up AI agents for shoppers, claim a verified profile, and track how often ChatGPT mentions them. Paid ads can point users to those agents too. This is like the start of SEO for chatbots. 4. Anthropic rolled out Claude Sheets and Whiteboards in beta, made Claude Data generally available, and announced Claude Meetings, an assistant that sits in on your video calls. Add those to Slides, Design, and Docs. Seems like Claude is slowly rebuilding the entire office suite. 5. Anthropic also released Claude Fable 5.2 and Mythos 5.2 yesterday, with Fable debuting at #1# on Artificial Analysis' Intelligence Index, 5 points ahead of Google's Gemini 4 Carbon. It's also 20% cheaper and up to 30% faster than 5.1. Google lost the top spot before Carbon even shipped (!) 6. Meta released Muse Ember, its smallest model, built for high-volume agent work. It ties Claude Haiku 5.5 on the Intelligence Index at roughly one-third of the cost per task ($0.14 vs. $0.41 on an average test). Meta shipped its first Muse model in April and now has an answer for every tier OpenAI and Anthropic sell. 7. Google announced 2 new AI chips coming next year: the TPU 8tx, which keeps data encrypted even while a model is working on it, and the 8i Max, which joins 2 chips into one for agents that need to hold an entire codebase in view. Google already has nearly 100 TPU customers (including Anthropic and Apple) and every available chip is spoken for. 8. Nvidia's top lawyer reportedly emailed agents in August 2025 while they were investigating whether Singapore's Megaspeed smuggled its chips to China. The Commerce Department then halted the case and handed it to the Justice Department. Not a great week for Nvidia. 9. Adobe signed a multi-year deal with Disney to build custom AI models trained on Disney's characters and visual styles, with work already underway for theme parks, film, and ESPN. Pretty interesting to see one of the most protective IP owners in entertainment is now training its own AI models. 10. OpenAI acquired Odessia, a months-old AI trip-planning startup from Sonder founder Francis Davidson, who is joining OpenAI to work on travel. Between this and #3#, ChatGPT is coming for shopping and travel. 11. France unveiled the Paris Call for AI Safety and Security, with OpenAI, Anthropic, and Mistral committing to build emergency off switches into their most advanced models. Interesting timing given #1# on this list. Daily reminder that this is the worst AI will ever be.

Some things can only be tested in space — like how the hardware holds up to solar events, cosmic rays, or bitflip errors caused by radiation — which is why we’re putting our first TPUs in orbit.

Project Suncatcher is our moonshot exploring whether we can one day host machine learning infrastructure in space 🚀 To do so, we need to know whether our AI hardware can operate in orbit. Can our TPUs handle the physical stress of spaceflight and the radiation and thermal extremes of space? These are the questions Google researchers have been exploring for the past few years. Last week, we launched our first test satellite carrying four TPUs into orbit — putting us one step closer to getting answers.

BREAKING: @JackPosobiec and @alexstein99 are here LIVE at the NASCAR race in Las Vegas all race weekend with the TPUSA Trailer!! Stop by and check your voter registration to get a FREE American flag!

Up, up, and away. 🚀 Today, in partnership with @planet, we launched a prototype satellite carrying four TPUs into orbit on @SpaceX's Transporter-18 rideshare mission. This launch is the first step of Project Suncatcher, our long-term research moonshot to see whether we can one day host scalable machine learning infrastructure in space. Over the coming weeks, we'll gather in-orbit data on how our TPUs handle the physical stress, radiation, and thermal extremes of space. Whatever we learn, we'll use it to refine our future designs.