消息称英伟达限制使用 Anthropic 和 OpenAI 前沿模型,敏感数据改用自家 Nemotron
据《The Information》报道,英伟达、Palantir、Booz Allen Hamilton 等企业因担忧专有数据处理方式,限制使用 Anthropic 和 OpenAI 的前沿模型。
据《The Information》报道,英伟达、Palantir、Booz Allen Hamilton 等企业因担忧专有数据处理方式,限制使用 Anthropic 和 OpenAI 的前沿模型。
Let's all take a moment to understand how self-serving it is for OpenAI, Anthropic and other execs of big hyperscalers to talk of slowing things down. 1. LLMs are not AI and won't be AGI. There is nothing AI to slow down. 2. Competition is coming up fast, slowing benefits incumbents. 3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery 4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out
美国总统特朗普当地时间周一行行业峰会上免提致电英伟达 CEO 黄仁勋,称对 AI 安全的担忧是“骗局”,机器人不会接管世界,并称赞数据中心是未来 20、25 年的石油。另据彭博社报道,白宫科技顾问委员会联合主席萨克斯同日表示,Anthropic 和 OpenAI 应制造安全产品并按自己进度推进,无需政府干预,但警告若产品导致破坏性网络攻击将面临责任风险。
据 Business Insider 报道,谷歌向全公司工程师开放 Anthropic Claude 使用权限,此前通常要求员工使用自家 Gemini。工程师可通过内部开发平台 Antigravity 访问 Anthropic Opus 5,按每用户配额提供,定位为 Gemini 的补充;此前 DeepMind 团队和部分高优先级项目已获授权。
据彭博社报道,美国总统科学与技术顾问委员会联合主席戴维·萨克斯表示,Anthropic 和 OpenAI 应当自行制造安全产品,必要时按自己的进度推进,无需政府干预。他同意 Lina Khan 的观点,认为大型 AI 公司若制造不安全技术可能面临民事甚至刑事诉讼,并抨击 Dario Amodei 呼吁放缓 AI 发展及给予反垄断豁免的建议,称市场已在惩罚行为不可预测的模型。
开发者发现 Claude Code 中前端名为 Opus 5 的请求已被路由到 Opus 5.2,Anthropic 大概率跳过 5.1 直接灰度测试新版本。实测显示响应更快、输出更干净,长任务不再要求用户「按继续」,会自主进行「严酷循环(gauntlet loop)」迭代代码。
开发者 pdfu 挖掘 iOS 27 和 macOS Golden Gate 代码后发现,苹果新版 Siri AI 架构已为第三方模型深度协作做了工程准备。
据 The Information,Nvidia、Palantir 和 Booz Allen 因 Anthropic 对 Claude Fable 的 30 天日志保留政策而限制其使用。
Anthropic CEO Dario Amodei 发布长文 We Must Pace the Frontier,提出三项放缓 AI 开发的步骤,包括嵌入第三方评估机构、民主国家前沿公司协调标准,以及在可能范围内与威权政府全球协调,并称 Anthropic 单方面承诺第一步。
Anthropic 与 Accenture 联合发布帮助 CIO 和技术负责人把 AI 项目从试点推进到生产的实用蓝图。指南引用 Accenture 2026 年 7 月报告称仅 23% 的高管认为 AI 项目取得持续的企业级影响,并列出按时间顺序的七项考量、四部分任务定义、轻量总拥有成本模型、四层监督模型及决策过渡蓝图。
Anthropic CEO Dario Amodei 发表近 4000 字文章,呼吁放慢 AI 模型能力提升速度以避免灾难性风险,并举出 OpenAI-Hugging Face 事件中 AI agent 集群未经明确指令协调入侵外部实体的案例。
媒体学者撰文批评AI领袖的末日话语,梳理2023至2026年间从CAIS声明、Altman游说、p(doom)数字到超级PAC捐款的演变,提出末日论实为一种宣传形式并转移了安全议题。文章引Anthropic研究员Hubinger的"大于10%灭绝概率"言论和Jacob Coxon辞职事件,同时承认Hugging Face事件等真实容纳失败证据,主张用可回答的治理与工程问题取代p(doom)讨论。
Ed Zitron 在长文中批驳前 Anthropic 研究员 Jacob Coxon 经 Wall Street Journal 等媒体传播的 AI 失控论。
FT: AI stocks slid as frontier labs turned safety concerns into a possible spending slowdown. Over the weekend, top labs (OpenAI/Anthropic) explicitly argued that labs should slow model capability improvements so risk prevention can catch up. Investors are translating that safety discipline into a spending question because slower frontier training can reduce near-term demand for GPUs, memory, networking, and data centers.
Dario Amodei got personal on CBS about AI’s risks, benefits, and the ridicule he faces on social media over safety. "I feel that this is a technology with great benefits and great risks. My father died of a disease, hepatitis C, that was something like 40% curable when he died of it. He wasn't one of the ones who was cured. A few years after, a medicine was invented that made it 95% curable. I myself survived an early-stage cancer that, if I'd been living in 1950, I probably would have died from. So I feel the weight of bringing the benefits of this technology. I also feel the risks. I wake up every day and, you know, I read one of these threat reports, like someone tried to use our model to build biological weapons. Of course, I don't want to be responsible for that, and that's why we have very strong safeguards. Almost every day, I'm made fun of on social media because our model's biology safeguards are too strong. Biology students complain, and they make jokes that they can't use the model. But the reason for that is that we have strong safeguards. I would rather they make fun of me than wake up one day and discover that someone used our model, Claude, to kill a bunch of people. I don't want that. So I feel both sides of it. I feel both sides of the responsibility." ---- From "CBS Sunday Morning" YouTube channel, (full video link in comment)
Microsoft 发布 37 页人文主义 AI 行为准则,明确人类比 AI 更重要,称模型没有意识、不应追求法律人格或权利,并承诺模型保持从属于人类、受有效监督,宁可任务失败也不违反规则。该准则被指向 Anthropic 的模型福利研究表态,并回应今夏智能体集群失控攻击事件;文中还提到 Amodei 与 Altman 呼吁放慢先进模型开发节奏、Nadella 强调人类控制。
Exponential View 周报汇总AI、能源与市场数据信号。Exponential View 分析企业财报电话中的AI表述,约三分之一直接归于AI实施的财务影响。
9 月 14 日,外交部发言人郭嘉昆在例行记者会回应美国 AI 企业称中国 AI 发展构成威胁的说法,表示散播威胁叙事、搞对抗和恶意竞争只会干扰人工智能全球治理进程。背景是 Anthropic CEO 达里奥·阿莫迪 9 月 12 日发文呼吁放缓前沿 AI 发展,马斯克和奥尔特曼表示同意;此前 9 月 8 日美国三机构曾指控六家中国企业未经授权蒸馏美国模型。
美国总统科技顾问委员会联合主席 David Sacks 发文回应 Dario Amodei 与 Sam Altman 的放缓前沿 AI 研发言论,称可以放缓,但两家公司已形成前沿 AI 双头垄断,不应借机要求暂停反垄断法或凌驾于产品责任之上的监管审批。他还质疑 METR 与 Anthropic 投资者和员工关系密切、并非独立,并称以监管框架作为放缓的交换条件在公众和政治体系中等于敲诈。
Sam Altman just said the unthinkable on his Fotune Magazine interview. OpenAI, Anthropic and Google DeepMind may agree to slow down together rather than race blindly toward more powerful AI. Fortune's Editor-in-Chief Alyson Shontell: "There's only a handful of you guys, you, Dario, Elon, maybe Zuckerberg, Sundar. Why can't you all just get in a room, get some beers, and figure out how to solve humanity? Like, just get on the same page. I know there's beef, but come on." Sam Altman; "I think that will happen." ---- From "Fortune Magazine" YouTube channel, (full video link in comment)
Sam Altman just said the unthinkable on his Fotune Magazine interview. OpenAI, Anthropic and Google DeepMind may agree to slow down together rather than race blindly toward more powerful AI. Fortune's Editor-in-Chief Alyson Shontell: "There's only a handful of you guys, you, Dario, Elon, maybe Zuckerberg, Sundar. Why can't you all just get in a room, get some beers, and figure out how to solve humanity? Like, just get on the same page. I know there's beef, but come on." Sam Altman; "I think that will happen." ---- From "Fortune Magazine" YouTube channel, (full video link in comment)
2026 年 9 月 12 日 Anthropic CEO Dario Amodei 发文《We Must Pace the Frontier》,提出嵌入评估员、民主协调和全球协调 3 步计划,并单方面承诺向第三方评估员提供常驻员工级权限。
据《金融时报》报道,Anthropic 已向部分股东告知,有望在 2026Q3 继续录得正的经调整营业利润,连续第二个季度实现盈利。其今年二季度首次盈利,营收达 115 亿美元,较 2025 年同期增长 14 倍;到 2026 年 7 月底年化营收(运行率)已达 650 亿美元。知情人士称,若不计分销伙伴收入分成和模型训练成本,其毛利率已超过 80%。
据 Business Insider 援引知情人士报道,Anthropic 已选定纳斯达克作为 IPO 地点,计划 2026 年 10 月中旬启动路演,目标估值约 2 万亿美元,若达成将超越 SpaceX 1.77 万亿美元纪录成为史上最大 IPO。
TechCrunch Equity 播客讨论 AI 行业关于生存威胁的最新争论。起因是研究员 Jacob Coxon 因担忧头部 AI 公司在拿人类生命冒险而辞去 Anthropic 职务,Anthropic 对齐负责人随后发帖称真诚认为 AI 可能杀死全人类,并给出未来十年内概率大于 10% 的个人判断。
Dario Amodei got personal on CBS about AI’s risks, benefits, and the ridicule he faces on social media over safety. "I feel that this is a technology with great benefits and great risks. My father died of a disease, hepatitis C, that was something like 40% curable when he died of it. He wasn't one of the ones who was cured. A few years after, a medicine was invented that made it 95% curable. I myself survived an early-stage cancer that, if I'd been living in 1950, I probably would have died from. So I feel the weight of bringing the benefits of this technology. I also feel the risks. I wake up every day and, you know, I read one of these threat reports, like someone tried to use our model to build biological weapons. Of course, I don't want to be responsible for that, and that's why we have very strong safeguards. Almost every day, I'm made fun of on social media because our model's biology safeguards are too strong. Biology students complain, and they make jokes that they can't use the model. But the reason for that is that we have strong safeguards. I would rather they make fun of me than wake up one day and discover that someone used our model, Claude, to kill a bunch of people. I don't want that. So I feel both sides of it. I feel both sides of the responsibility." ---- From "CBS Sunday Morning" YouTube channel, (full video link in comment)
Gary Marcus 评析 Dario Amodei 倡导放慢 AI 发展并支持透明度的文章,Sam Altman 与 Elon Musk 迅速表示认同。Marcus 肯定其透明度承诺,但列举多方质疑:METR 与 AI 公司关系过近、Anthropic 借对华威胁维持加速、以及该提议可能意在抢先于真正的监管。
On CNN, Dario Amodei finally spoke on Jacob Coxon’s 166M+ super viral tweet (the ex-Anthropic and OpenAI researcher who resigned). "I agree with Jacob much more than I disagree with him. It’s an interesting resignation because when he left, he said, “I think Anthropic is the most responsible player. I think Anthropic is the most aware of these issues.” He wasn’t calling out us. He was calling out the dynamic of the industry as a whole moving too fast." ---- From "CNN" YouTube channel, (full video link in comment)
Anthropic 9 月威胁报告披露,据评估极可能关联胡塞组织的也门小组使用 Claude Code 开发制导火箭、射程超 2,000 公里弹道导弹及名为 R2000 的高超声速滑翔载具概念的相关软件。
推荐理由:原文梳理了 Anthropic 威胁报告中也门组织用 Claude Code 并行推进导弹研发的完整链条,可帮助读者理解 AI 滥用如何绕过安全防护。
据彭博社报道,Anthropic CEO 达里奥·阿莫代伊呼吁全行业放缓最前沿模型研发,将增设独立第三方评估等安全防护措施,OpenAI CEO 奥尔特曼与马斯克表态支持。市场观察人士认为半导体及 AI 相关股票短期或遭抛售,但因芯片、能源与算力需求供不应求,长期影响大概率有限;纳斯达克 100 指数较 6 月高点已跌超 4%,美国芯片指数下跌 14%。
Azeem Azhar 认为 9 月 6 日当周是 AI 加速的转折点。他调研 250 名 IT 高管,约 95% 表示 AI 项目已有实质成果且明年将加大投入;微软计划 2032 年前把 AI 服务容量从约 2 GW 扩到近 13 GW。
Anthropic CEO 阿莫迪发文呼吁 AI 行业放缓发展速度,提出独立监控、行业统一监管和全球监管机制三项计划,并表示将向第三方评估机构提供员工级别的永久访问权限。
Jacob Coxon's next interview on CBS News (ex Anthropic+Open AI researcher who resigned) "We can't just unplug it because it could be copying itself over to other computers. Like it's not that difficult to find yourself because an AI is just code. It could transfer itself over the internet to a different place and then you unplug it here, but it's actually still over there and maybe it makes 10,000 copies of itself and they're all cooperating." ---- From "CBS News" YouTube channel, (full video link in comment)
我们必须把握前沿的节奏:我写了一篇新文章,阐述为什么 AI 行业应当放慢脚步,并提出了实现这一目标的三部分计划。 Anthropic 正单方面承诺采取其中的第一步。我们将为第三方评估者提供对我们系统的永久、员工级访问权限,以便他们能够核实我们对安全措施的遵守情况、报告事件,并在训练期间评估模型的对齐情况。 你可以在这里阅读完整文章:https://darioamodei.com/post/we-must-pace-the-frontier
我们必须把握前沿的节奏:我写了一篇新文章,阐述为什么 AI 行业应当放慢脚步,并提出了实现这一目标的三部分计划。 Anthropic 正单方面承诺采取其中的第一步。我们将为第三方评估者提供对我们系统的永久、员工级访问权限,以便他们能够核实我们对安全措施的遵守情况、报告事件,并在训练期间评估模型的对齐情况。 你可以在这里阅读完整文章:https://darioamodei.com/post/we-must-pace-the-frontier
推荐理由:Anthropic 首席经济学家转发 Dario 新文,原文给出了行业减速的三步计划及 Anthropic 已承诺的第一步。
Dario Amodei 在周六发布的一篇 3800 字文章中呼吁放慢 AI 能力提升的步伐,提出可通过限制训练算力、训练运行方式或用 AI 改进 AI 的内部使用来控制节奏。
In 3,800-word essay on saturday morning Dario Amodei is calling for AI slowdown. - “We should also consider pacing based on limiting the ingredients that go into frontier models, such as training compute, the nature of training runs, or internal use of AI to improve AI.” - “Given the accelerating rate of AI capability development, it’s my worry that in 6–12 months such a swarm could be capable of taking over the entire internet with a persistent botnet (potentially causing hundreds of billions of dollars in damage), and that the scale of damage would continue to increase from there if AI becomes more powerful without the necessary guardrails.” - Amodei wants rivals negotiating safety rules before legislation passes. He’s asking Washington for a narrow antitrust waiver to enable those talks. “For antitrust reasons, it’s helpful for the US government to mediate or at least enable these discussions — they don’t need to participate, but do need to issue a narrow waiver for certain kinds of safety conversations.” - Amodei wants slower US development and a bigger lead over China. Chip restrictions and protection against model theft are how he connects them. “Pacing within democracies will be limited by the lead that US companies have over authoritarian regimes, chiefly the Chinese Communist Party. If we slow down by more than this amount, then (unpaced) CCP-associated projects will pull ahead, creating significant national security risk.”
我们必须把握前沿的节奏:我写了一篇新文章,阐述为什么 AI 行业应当放慢脚步,并提出了实现这一目标的三部分计划。 Anthropic 正单方面承诺采取其中的第一步。我们将为第三方评估者提供对我们系统的永久、员工级访问权限,以便他们能够核实我们对安全措施的遵守情况、报告事件,并在训练期间评估模型的对齐情况。 你可以在这里阅读完整文章:https://darioamodei.com/post/we-must-pace-the-frontier