EPISODE · Jun 23, 2026 · 9 MIN
微软抢电二十年，OpenAI把安全塞进Codex
from AI观测站-AI Observatory
🧠 本期要点1) 微软与雪佛龙签署为期二十年的电力协议，为得克萨斯州数据中心供电；微软计划两年内将数据中心规模翻倍，BloombergNEF预测美国数据中心容量2030年将达77吉瓦。2) SK海力士6月22日市值超越三星电子，成为韩国市值最高公司；其HBM（高带宽内存）主导地位推动股价年内涨幅超340%，客户包括英伟达和Google。3) OpenAI于6月22日发布Daybreak计划并更新Codex Security安全插件，支持开箱即用的深度代码扫描，可生成含严重程度与代码位置的安全报告。4) Anthropic工程博客6月23日介绍Claude Managed Agents托管智能体服务，实现“模型大脑”与执行工具分离，Claude Opus 4.5已优化上下文重置机制。5) 五眼联盟情报机构警告前沿AI模型将加速重塑网络安全格局，开源模型通常落后最先进模型6–8个月，...去小宇宙查看完整单集简介在小宇宙查看该单集文稿
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微软抢电二十年，OpenAI把安全塞进Codex
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This episode is 9 minutes long.
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This episode was published on June 23, 2026.
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🧠 本期要点1) 微软与雪佛龙签署为期二十年的电力协议，为得克萨斯州数据中心供电；微软计划两年内将数据中心规模翻倍，BloombergNEF预测美国数据中心容量2030年将达77吉瓦。2) SK海力士6月22日市值超越三星电子，成为韩国市值最高公司；其HBM（高带宽内存）主导地位推动股价年内涨幅超340%，客户包括英伟达和Google。3) OpenAI于6月22日发布Daybreak计划并更新Codex...
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