AI看世界 · EP11 | 2026.07.06 中美AI新阶段

�️ AI看世界 · EP11 | 2026.07.06Claude Code藏木马，OpenAI送股权，中美AI进入新阶段⏱ 7分59秒本期速览：� Claude Code被曝植入间谍代码，定向针对中国开发者Anthropic被爆在Claude Code中植入地理定向检测逻辑，检测中国时区/API代理/公司域名，形成隐形水印并捕获用户真实IP。中美AI竞争进入产品层面。� OpenAI拟向美国政府出让5%股权，价值426亿美元Altman提议让"全体美国人成为合伙人"，用股权换政策宽松。AI行业权力结构或将重构。� Meta推Meta Compute出租GPU算力 + Karpathy泼冷水200MW数据中心年收入可达100亿美元。Karpathy喊停：别急着逼Agent干活，先把底层模型搞明白。� WAIC 2026上海开幕 + DeepMind获ICML大奖世界模型路线之争继续。扩散模型成ICML 2026最大赢家。� 谷歌用电量飙升37%，碳排放反降2%AI的绿色悖论：GPU只有10%-30%在真正工作，大部分电力浪费在等待数据。� 快讯：硅基流动递表港交所 / 壁仞配售70亿港元 / 清华火神队卫冕机器人世界杯 / 英国警告AI是"十年最大安全挑战"

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AI看世界 · EP11 | 2026.07.06 中美AI新阶段

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