1. 英偉達據悉考慮下調Rubin Ultra芯片顯存容量。 2. SpaceX擬爲得州芯片工廠自建天然氣電廠和大型儲能設施。 3. 宇樹科技：確定本次發行價格爲150.80元/股。 4. 特斯拉：Terafab計劃在得州啓動，目標實現每年超1太瓦算力。 5. OpenAI宣佈ChatGPT調整，免費用戶將獲得無限文本聊天功能。 6. LG董事長據悉與黃仁勳下週將會面，或討論實體AI和智能工廠。 7. 深圳華強北AI眼鏡銷量激增100%。 8. 字節討論訓超5萬億參數模型。 9. 上海光量子獨角獸備案衝刺A股，“量子計算第一股”競速進入倒計時。 10. 騰訊雲Agent Memory2.0.0大版本上線。 11. 北京海淀加速打造腦機接口新高地，核心企業佔全國近60%。

沙特將9月銷往西北歐的阿拉伯輕質原油官方售價定爲較洲際交易所布倫特結算價貼水2.15美元/桶。

Beijing Economic‑Technological Development Area (Yizhuang) management committee issued a pilot token‑economy support package and will disburse 100 mln yuan a year in model/token/data vouchers. The measures boost R&D for inference‑specific chips and accelerate iteration of advanced packaging, co‑packaged optics, high‑speed optical interconnects and optical communications, and call for system‑level IC architecture innovation to scale compute clusters and establish hardware barriers for low‑cost token mass production. The policy accelerates integration of photonic computing with conventional compute to raise large‑model, massive‑token parallel processing capacity and support large‑scale high‑speed token inference scenarios. It will pilot token‑trading‑based data pricing, support enterprise‑ and individual‑level domain contextual data collection and processing, and encourage bulk production of expert and service digital twins. Procurement subsidies will equal 10% of annual data‑trading value, capped at 1 mln yuan per purchaser.