AI 看世界・早报 EP31 | 2026.07.28 英伟达左右互搏

�️ AI 看世界・早报 EP31 | 2026.07.28 英伟达左右互搏� 收听（约6分钟）� 本期看点英伟达 · OpenAI · CUDA · AMD · 月之暗面 · Kimi K3 · 长鑫科技 · AI安全联盟 · X Money · 苹果市值� 内容概要1️⃣ 英伟达左右手互搏 — 2500亿担保OpenAI造5000亿算力基建，同时Claude跑通AMD新GPU，CUDA护城河被凿开2️⃣ 月之暗面开源Kimi K3 — 阿里云同步真武超节点适配，大模型开源+收费模式加速3️⃣ 长鑫科技上市登顶A股 — 首日市值3.28万亿碾压茅台，AI存储需求爆炸4️⃣ AI安全从讨论到行动 — 英伟达微软IBM等数十家成立安全联盟，微软出MAI-Cyber-1-Flash5️⃣ 马斯克X Money上线 — 支持Apple Pay返现3%、活期6%年化，超级应用关键一步� 关键词英伟达 · OpenAI · AMD · CUDA · Claude · 月之暗面 · Kimi K3 · 阿里云 · 长鑫科技 · AI安全 · X Money · 马斯克 · 苹果 · 三星 · 微软

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AI 看世界・早报 EP31 | 2026.07.28 英伟达左右互搏

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