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2026年10月03日科技与新闻汇总

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2026年10月03日科技与新闻汇总

今日科技新闻概览

今日主线:OpenAI Dot 企业级智能体可代订晚餐、Anthropic 1 亿美元培训万名工程师破解 AI 落地人才荒、Pope Leo 与 Anthropic 就"AI 灵魂"展开神学论战——三条主线同时指向"AI 从工具走向员工"的临界点。同日 G7 释放 1 亿桶柴油/原油储备压油价、韩国五大商业银行首次同时遭 AI 黑客攻击、新生 OpenAI 自研 Jalapeño ASIC 量产、亚马逊拟剥离 80 亿美元 Grace Blackwell 芯片回租——资本市场与基础设施同步重构。

一、AI 与大模型动态

OpenAI’s Dot agent is enterprise software that can also order your dinner

It's a tale as old as last week: OpenAI's new agent platform, called Dots, is full of cute little guys who can do your bidding. But unlike the ultra-approachable Meta Muse, Dots feel very much like using workplace software that happens to be able to order you a burrito - emphasis on work. OpenAI announced […]

Chinese AI model Qwen gives alarming answers to questions about Hong Kong, controversial topics

Qwen, a popular Chinese AI model, might have been programmed to give government-friendly answers to controversial questions, according to new research. CBS News' Josh Boswell has more.

Anthropic to invest $100 million to train AI engineer talent

Anthropic will invest $100 million to train nearly 10,000 AI engineers, partnering with a number of consulting firms.

Does AI have a soul? Pope Leo and Anthropic clash.

The Vatican has laid a moral blueprint for the technology, with Pope Leo maintaining that “algorithms lack the spark of humanity.”

We’ve lost about 200,000 creative jobs since the rise of AI. The urbanist who coined ‘the creative class’ said AI is coming for the ‘grind-out jobs’

New York has lost one-quarter of its film jobs. The urbanist who named the creative class says AI will make cities matter more, not less.

Booking Holdings CFO says even AI hyperscalers don’t know their ROI—but he’s learning from his ‘AI coach’

At the Fortune AIQ Summit, Ewout Steenbergen said AI is cutting costs, but LLMs still only send the company less than 1% of room nights.

‘We can’t trust them completely’: AI research fellows warn that labs are running models with the safeguards off behind closed doors

Alan Chan and Sam Manning, co-authors with OpenAI's and Anthropic's top researchers, say that many times, "internal safeguards have not been deployed." - thehill.com: 6 - theverge.com: 5 - cbsnews.com: 4 - cnbc.com: 4 - nasdaq.com: 2 - fortune.com: 1 - 社会热点 = 15 条 - 经济热点 = 6 条 - 畅销书/阅读 = 0 条 - 健康/医学 = 0 条 - 重大科技 = 1 条

二、科技公司商业

Rivian’s sales pop as the company’s big R2 bet starts to pay off

Rivian had high hopes for its more affordable R2 vehicle - and so far, those hopes appear to be paying off. The company released its third-quarter production and delivery numbers today, reporting 19,751 vehicles produced and 19,248 delivered. That represents an 85 percent year-over-year increase in production and a 45 percent jump in deliveries. (For […]

Tesla stock jumps 5% on better-than-expected vehicle deliveries report

Tesla's core autos business is under pressure as Chinese and European carmakers roll out affordable and innovative EVs.

Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration

Cerebras shares hit an all-time low due to pressure from chip giant Nvidia, plus a post-lockup selloff.

Top ServiceNow exec on clients delivering ‘life-changing’ results with AI agents—and he’s seeing it now at Standard Chartered

Paul Fipps, ServiceNow president of global customer operations, told Fortune’s AIQ Summit some clients “can’t rely on humans” to keep AI agents in check.

Burger King is betting on local franchisees to fuel its U.S. comeback

Burger King is refranchising hundreds of its company-owned restaurants as part of its turnaround, while prioritizing local operators.

Stocks Settle Higher as Fed Rate Hike Concerns Ease

The S&P 500 Index ($SPX ) (SPY ) closed up by +0.73% on Friday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up by +0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.00%. December E-mini S&P futures (ESZ26 ) rose +0.73%, and December E-mini...

三、开发者与开源

Apple will limit Mac disk access as AI agents ‘substantially’ increase risk

Apple will add new limits for "full disk access" on Mac in response to risks posed by AI agents, as reported earlier by TechCrunch. In an update on Friday, Apple says it's rolling out new controls to "ensure that users who genuinely wish to grant an app this extraordinary level of access can only do […]

OpenAI 自研 AI 芯片 Jalapeño ASIC 量产部署，因“务实”选择搭配 AMD Turin

10 月 3 日消息，科技媒体 Tom's Hardware 昨日（10 月 2 日）发布博文，报道称 OpenAI 公司已内部部署其自研 Jalapeño ASIC 芯片，与配备 1.5TB 内存的 AMD EPYC Turin 主机配合使用。在接受该媒体采访时，OpenAI 副总裁兼硬件主管理查德 · 何（Richard Ho）表示，选择 Turin 是出于“务实”的考虑，并指出英伟达的新款 Vera CPU 在成熟度方面“略显落后”。Ho 表示 AMD 的 Turin 芯片性能强劲，已能满足 Jalapeño 项目的全部需求，且合作伙伴对该平台具备丰富经验，有助于加速部署。对于 Jalapeño 项目，OpenAI 团队在设计阶段即明确“去风险”与“快速落地”两大原则。Ho 强调，公司希望在性能指标和成本控制上保持激进，但平台选择需符合既有的工程决策框架，确保项目可控。Jalapeño ASIC 目前仅限 OpenAI 内部使用，公司尚未计划对外销售。但 Ho 表示，未来若资源允许，不排除向更广泛场景推广的可能。附上相关采访视频如下：相关阅读：《OpenAI 首款自研芯片 Jalapeño 性能首秀：DeepSeek R1 每瓦 AI 吞吐量是 GB300 的 1.7 倍》《OpenAI 秀肌肉，与博通共研的 Jalapeño 芯片将向英伟达 GB300 发 - news.cgtn.com: 5 - ithome.com: 4 - nasdaq.com: 1 - 社会热点 = 1 条 - 经济热点 = 3 条 - 畅销书/阅读 = 0 条 - 健康/医学 = 0 条 - 重大科技 = 1 条

消息称亚马逊考虑剥离并回租 80 亿美元英伟达 Grace Blackwell AI 芯片

10 月 3 日消息，《金融时报》昨日报道称，Amazon（亚马逊）正寻求将价值约 80 亿美元（现汇率约合 537.15 亿元人民币）的 NVIDIA（英伟达） Grace Blackwell AI 芯片剥离至一家特殊目的实体 (SPV)，并从该 SPV 回租这些芯片。消息人士透露，这笔拟议交易涉及的芯片分布在美国五个州的十余个数据中心。新设立的 SPV 预计将获得投资级信用评级，后续将通过出售股份与发行债券吸引外部投资者的资金。剥离回租的形式有利于亚马逊化解庞大人工智能基础设施投资带来的债务压力，实现相对轻资产的运营。相关阅读：《消息称博通着手筹集 600 亿美元，为 Anthropic 等公司采购芯片提供资金》《黄仁勋驳斥“循环融资”质疑：AI 行业需要巨额资金，英伟达投资风险很低》

产量提升 10%：曝三星 Exynos 2700 芯片已量产，多核较高通第六代骁龙 8 超级至尊版高约 9.5%

10 月 3 日消息，数码博主 @i冰宇宙 昨日（10 月 2 日）发布博文，表示：“三星电子已开始量产 Exynos 2700 处理器，该处理器是 Galaxy S27 系列智能手机的核心部件。据悉，其产量比上一代产品提高了 10%。”查询相关资料，韩媒 The Elec 称三星已锁定 Galaxy S27、S27 Plus 和 S27 Pro 三款机型的 Exynos 2700 供应量，表明芯片已脱离样品阶段。报道称三星提高 Exynos 2700 芯片产量的主要原因，就是为了满足 Galaxy S27 Pro 这款新机型。通常情况下，从晶圆到成品芯片需要三到四个月的时间，也契合 Galaxy S27 系列明年 1 月发布节奏。与 Galaxy S26 策略一致，三星延续双芯片方案。韩国和欧洲销售的 S27、S27 Plus 及 S27 Pro 将搭载 Exynos 2700。美国和中国市场则采用高通第六代骁龙 8 系列，预估会采用 for Galaxy 版本。性能方面，消息源 @kro_roe 称 Exynos 2700 在 Geekbench 6 单核测试中稳定得分在 3,900 分左右。在多核方面，有消息称在 GeekBench 6 跑分中，相比较高通第六代骁龙 8 超级至尊版，三星 Exynos 2700 芯片高出 9.5%，得分超过 14000 分。

Netflix is pivoting away from prestige

Many of Netflix's biggest critically acclaimed hits have been the products of its multiyear production deals with noted directors like David Fincher and Shawn Levy. In the past few weeks, though, the streamer has brought some of those partnerships to an end in a way that feels indicative of a larger strategic shift. With rival […]

传台积电探索与埃隆 · 马斯克旗下 Terafab 合作事宜

10 月 3 日消息，科技媒体人 Tim Culpan（高鸣璨）今日爆料称，台积电 (TSMC) 正在探索与 Elon Musk（埃隆 · 马斯克）旗下 Terafab 晶圆厂的合作事宜。意到，Terafab 此前已与 Intel（英特尔）达成合作；近来有风声传出台积电考虑在美国设立第二园区，Terafab 所在的得克萨斯州是最可能的落脚点。 - ithome.com: 6 - cbsnews.com: 5 - npr.org: 1 - thehill.com: 1 - nasdaq.com: 1 - 社会热点 = 15 条 - 经济热点 = 6 条 - 畅销书/阅读 = 0 条 - 健康/医学 = 1 条 - 重大科技 = 0 条

HPE 获得其首笔 AMD "Helios" AI 机架订单，价值 12 亿美元

10 月 3 日消息，HPE（慧与）当地时间 9 月 30 日宣布获得该企业首笔 AMD "Helios" AI 机架系统订单。这笔价值 12 亿美元（现汇率约合 80.57 亿元人民币）的订单由私有云基础设施企业 Vultr 下达。Vultr 是 Juniper Networks（瞻博网络）的合作伙伴。而在 HPE 收购 Juniper Networks 后，这份关系也得到了延续。HPE 也向 Vultr 供应基于 NVIDIA（英伟达）方案的 AI 机架。HPE 版本的 AMD "Helios" 在每个机架中集成了 6 台 Juniper Networking QFX5252 可扩展以太网交换机托架，通过基于标准的高带宽 、低延迟以太网连接所有 72 个 Instinct MI455X GPU 加速器。

四、生命科学与健康

Why Lilly and Novo are betting on amylin to power a new wave of obesity drugs after GLP-1s

Eli Lilly and Novo are developing new amylin drugs that serve as another biological lever to pull in treating obesity and diabetes.

What it’s like to wait for the call from the Nobel Prize committee

Ahead of this year's Nobel Prize announcements, STAT chatted with Mary-Claire King, who discovered the BRCA cancer mutations and is frequently mentioned in prize predictions.

NIH rolling out streamlined website to help public find information more easily

The redesign is intended to streamline what was a sprawling and fractured information ecosystem, requiring users to understand NIH's organizational structure - cbsnews.com: 6 - thehill.com: 3 - whitehouse.gov: 3 - fortune.com: 3 - nasdaq.com: 2 - marketwatch.com: 2 - npr.org: 1 - lithub.com: 1 - statnews.com: 1 - 社会热点 = 11 条 - 经济热点 = 10 条 - 畅销书/阅读 = 0 条 - 健康/医学 = 1 条 - 重大科技 = 0 条

Ebola deaths in the DR Congo hits 4000 mark

Government figures show that the Ebola outbreak has killed more than 4,000 people, with about 8,300 confirmed cases across seven provinces. More than 2,000 patients have recovered. - newsaf.cgtn.com: 6 - news.cgtn.com: 5 - nasdaq.com: 5 - ithome.com: 3 - newsus.cgtn.com: 2 - whitehouse.gov: 1 - 社会热点 = 7 条 - 经济热点 = 1 条 - 畅销书/阅读 = 0 条 - 健康/医学 = 0 条 - 重大科技 = 2 条

Breast cancer survivor attributes recovery to kindness of hospital valet

Jon Avery, who parks cars at the Roswell Cancer Center in Buffalo, New York, is being credited with helping patients fight their battles with the disease. Steve Hartman goes on the road. - cbsnews.com: 6 - thehill.com: 5 - ithome.com: 4 - nasdaq.com: 4 - theverge.com: 2 - cnbc.com: 1 - 社会热点 = 10 条 - 经济热点 = 4 条 - 畅销书/阅读 = 0 条 - 健康/医学 = 0 条 - 重大科技 = 1 条

五、社会与世界

G7 nations will release 100 million barrels of oil and diesel to combat high prices

G7 countries have agreed to release 100 million barrels of oil and fuel products, starting with diesel. Joe Brettell, founder and principal of Forward Energy, joins CBS News to discuss.

FlyDubai captain stabbed mid-flight by "radicalized" co-pilot speaks out

Captain Smit Machchhar, who was stabbed while flying an Israel-bound plane, shared new details about the incident from his hospital bed. Imtiaz Tyab reports.

Christa Pike unconscious, on ventilator after botched execution: Lawyers

Christa Pike "remains critically ill" and is receiving medical care after a botched execution attempt in Tennessee, her attorneys said.

Alito says he lost friends over Dobbs decision overturning Roe v. Wade

Supreme Court Justice Samuel Alito told CBS News chief legal correspondent Jan Crawford that he lost friends over his decision in the 2022 Dobbs v. Jackson Women's Health Organization case, which overturned Roe v. Wade. "It's part of the job that you're going to displease people by making decisions on controversial matters," Alito said in an interview airing Monday.

Cornell survey finds 35 percent of female undergrads reported nonconsensual sexual contact in 2025

Over 35 percent of undergraduate women at Cornell University reported experiencing nonconsensual sexual contact during their time at the Ivy League institution in 2025, according to a poll conducted by the university. The survey results have gained renewed attention following fresh scrutiny over a 2024 allegation of sexual assault on Cornell’s campus. In a new…

Pathologist to present findings questioning whether Epstein killed himself

Pathologist Michael Freeman plans to publish his research and the New York City Medical Examiner's Epstein autopsy files.

Australian state reports second OpenAI website breach

Australian state reports second OpenAI website breach

U.K. police accuse 2 Iranian men of planning terror attack on Jewish community

Two Iranian men have been charged with plotting a terror attack on the Jewish community in Manchester, British police said.

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