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10月2日周五
  12. NVIDIA Newsroom64

    OpenAI 发布 GPT-6 Astra Ultrafast，NVIDIA Blackwell GPU 加速下 token 生成速度最高提升 8 倍

    GPT-6 Astra Ultrafast 现已在 OpenAI API 及面向符合条件的 ChatGPT Work 与 Codex 用户开放，运行在 NVIDIA Blackwell GPU 上。

    AI 生成摘要 · 以原文为准

    关注理由：OpenAI 基于 NVIDIA Blackwell 推出 Ultrafast 推理模式，展示了模型厂商通过自研推理优化榨取 GPU 硬件性能的路径，对算力平台软件生态有意义。

10月1日周四
  10. SpaceNews59

    中国9月连续发射国网第26批与遥感四十号(04)组卫星，Q4面临超31次发射任务

    9月23日长征八A从海南商业航天发射场发射国网低轨卫星互联网星座第26批卫星，9月24日长征六A从太原发射遥感四十号(04)的三颗卫星，前者进入约1100公里高、50度倾角轨道，后者进入约800公里近极地轨道。两型火箭发射后，中国2026年发射次数达70次，若要年内突破100次，第四季度需至少31次发射；遥感四十号各组星轨道面相隔72度，分析认为还需第五组才能完成星座部署。

    AI 生成摘要 · 以原文为准

  13. SEC 8-K · D-Wave50

    D-Wave 启动门模型量子计算模拟器 Beta 计划

    D-Wave 于 2026 年 10 月 1 日启动门模型量子计算模拟器 Beta 计划，让部分客户提前体验 error-aware 编程，为即将推出的门模型系统做准备。该模拟器基于双轨超导门模型技术，旨在以更低硬件开销实现高效量子纠错，其双轨架构基础近期已获 Nature 同行评审研究验证。

    AI 生成摘要 · 以原文为准

  17. SEC 8-K · Micron92

    美光发布2026财年第四季度及全年财报，季度营收542.3亿美元

    美光于9月30日发布截至2026年9月3日的2026财年第四季度及全年业绩：第四季度营收542.3亿美元（上季414.6亿、去年同期113.2亿），GAAP净利润377亿美元；全年营收1331.9亿美元，去年同期373.8亿美元。公司指引2027财年第一季度营收615亿美元±15亿美元，GAAP毛利率约85.95%。

    AI 生成摘要 · 以原文为准

    关注理由：美光存储业务各事业部收入和毛利率大幅抬升，反映AI驱动的存储器供需变化，为跟踪存储产业链景气度提供最新财报锚点。

  18. NVIDIA Newsroom43

    NVIDIA 自豪地加入美国技能行业联盟（Alliance for America’s Skilled Trades）。 AI 正在推动一代人一遇的基础设施建设浪潮，而美国需要熟练劳动力来建设它。 该联盟的新报告发现，到 2035 年，每年将需要填补 170 万个技能行业岗位空缺。

    AI 生成摘要 · 以原文为准

    引用Jim Farley@jimfarley98

    At @Ford, we care a lot about the Essential Economy, which is the workers who build, fix, and maintain the physical world around us. These skilled trades are the backbone of American manufacturing and we need solutions for closing the skills gap, and providing the education and resources that will power the productivity and growth of the #EssentialEconomy. Across industries and public and private sectors, we all need to work together. That's why this summer, Larry Fink from @BlackRock, Ruth Porat from Alphabet Inc. & @Google, Linda Hubbard from @Carhartt, and I launched the Alliance for America's Skilled Trades. Among other goals, we wanted to build a shared, trusted foundation of data on the state of skilled trades across America. So today, in partnership with Jobs for the Future (JFF) and The Burning Glass Institute, we’re officially publishing — The State of America's Skilled Trades: A National Report. Take a look: https://skilledtradesreport.com The report examines the forces shaping supply and demand across occupations and regions, to show where workforce systems are working well, where they're under strain, and where focused action can make the biggest difference. Alongside the report, we're launching America's Skilled Trades Dashboard — a first-of-its-kind interactive tool that makes the data accessible in one place. It breaks down the data by occupation and state, making it easy to explore local labor market conditions, identify where the need is greatest, and compare progress across regions. The dashboard is available at https://skilledtradesreport.com We also set out to grow this movement. Today, we're welcoming 14 new partners - @ATT, Barton Malow, @blackstone, @CintasCorp, @DEWALTtough, Dycom, @Hersheys, @ManpowerGroup, @Meta, @Microsoft, @MilwaukeeTool, @nvidia, @Verizon and @Waymo. Each has already stepped up individually. Now we're stepping up together. You can read more about today’s news here: https://www.fromtheroad.ford.com/us/en/articles/2026/alliance-for-americas-skilled-trades-expands-national-report #FordAccelerate #Accelerate2026 #SkilledTrades