{"updatedAt":"2026-11-05 21:54","timezone":"Asia/Shanghai","tags":["全部","AI","芯片","基建","资本","产品"],"items":[{"id":"20261105-night-1","time":"11/5 21:50","slot":"夜档","tag":"资本","title":"Agility Robotics 登陆纳斯达克，成美国首家纯人形机器人上市公司","why":"与 Churchill XI 合并并配套融资毛募约 4.65 亿美元，代号 AGLT；Digit 5 多年代单超约 3 亿美元，人形机器人进入公开市场定价阶段。","source":"Agility","href":"https://www.agilityrobotics.com/content/agility-becomes-first-u-s-publicly-listed-pure-play-humanoid-robotics-company-begins-trading-today-on-nasdaq-as-aglt","accent":0},{"id":"20261105-night-2","time":"11/5 21:50","slot":"夜档","tag":"基建","title":"OpenAI 发布社区契约：自有园区承诺自付全部电力成本","why":"中期选举多地否决数据中心后，OpenAI 推出 National Community Compact，承诺自付电费与配套基建、公开用水用电并限制对官员 NDA，同时呼吁写入法规。","source":"OpenAI","href":"https://openai.com/index/setting-new-standard-responsible-ai-infrastructure/","accent":1},{"id":"20261105-night-3","time":"11/5 21:50","slot":"夜档","tag":"资本","title":"中国安审禁止 SoftBank 收购 ABB 机器人中国业务","why":"约 53.75 亿美元交易中，中方外商投资安全审查禁止收购中国业务；ABB 称双方仍在磋商。机器人数据外流与 AI 训练成跨境并购新红线。","source":"ABB","href":"https://new.abb.com/news/detail/140154/update-on-divestment-of-abb-robotics","accent":2},{"id":"20261105-night-4","time":"11/5 21:50","slot":"夜档","tag":"芯片","title":"CNBC：月之暗面洽谈经欧洲云租用 Nvidia Blackwell","why":"在对华出口管制下讨论租用欧洲 neocloud 上数千颗 Blackwell 做推理乃至训练；远程访问仍是管控缺口，RASA 等立法压力上升。","source":"CNBC","href":"https://www.cnbc.com/2026/11/05/moonshot-ai-nvidia-chips-europe-china.html","accent":0},{"id":"20261105-night-5","time":"11/5 21:50","slot":"夜档","tag":"AI","title":"百度开源 ERNIE 5.5 Flash Base：280B 稀疏 MoE 预训练基座","why":"激活约 14B、预训练约 33.5T token，MMLU 约 93.3；提供未后训练权重供社区继续训，对标同档开源基座竞争加剧。","source":"百度 ERNIE","href":"https://ernie.baidu.com/release/ernie-5-5-flash-base/","accent":1},{"id":"20261105-night-6","time":"11/5 21:50","slot":"夜档","tag":"芯片","title":"美光据报因劳资争议暂停台湾约 45 亿美元新厂建设","why":"桃园 Fab 11E（DRAM/HBM，原指望约 2028）据 Bloomberg 因工会利润分享诉求暂停；AI 内存扩产节奏再添不确定性。","source":"Bloomberg","href":"https://www.bloomberg.com/news/articles/2026-11-05/micron-pauses-work-on-4-5-billion-taiwan-plant-after-labor-spat","accent":2}],"partial":true,"totalHint":37}