（06/29–07/05）AI模型競爭加劇與基礎設施大戰

🎙️【恩梯科技 AI 週知快報】 週期：2026‑06‑29 – 2026‑07-05 本週主題：AI模型競爭加劇與基礎設施大戰 📍本集重點： ・AI 模型的百家爭鳴與迭代：Anthropic 推出 Claude Sonnet 5，主打更低成本與強大 Agentic 能力；Mistral AI 與 OpenAI 等各家頂尖模型也相繼推進，讓「該用哪家模型」成為當前最熱話題。 ・企業級 AI 基礎設施部署熱潮：微軟與亞馬遜紛紛豪擲重金（分別投入 25 億與 10 億美元）成立專責的 AI 部署公司；Meta 與 SpaceX 則試圖將過剩的 AI 算力資源變現。 ・算力與能源的雙重挑戰：AI 基礎設施需求導致 Google 與 Amazon 碳排放飆升；為解決供電瓶頸，資料中心正積極轉向核融合等新興能源方案。 ・AI 出口管制與政策拉鋸：美國政府一度針對 Anthropic 的高階資安模型祭出出口限制，但在引發資安防禦真空的疑慮後，雙方達成安全協議並迅速解除禁令。 ・AI 代理 (AI Agents) 生態系成形：OKX 推出讓 AI 代理相互聘用與支付的區塊鏈市集，Acti 將代理直接整合進手機鍵盤；AI 正在從聊天輔助進化為能自主執行的自動化工具。 📡 資料來源（由 AI 自動彙整並生成摘要） 以下為「2026‑06‑29 ～ 2026‑07-05」期間的 AI 新聞彙整， 含標題、來源、日期與原文連結： （由 NT AI Lab 自動整理並生成摘要） 《A warning sign about AI’s real cost, courtesy of Google and Amazon》 — TechCrunch — 2026-07-02 🔗 https://techcrunch.com/2026/07/02/a-warning-sign-about-ais-real-cost-courtesy-of-google-and-amazon/ 《AI explained: Why the world needs to act now》 — UN News — 2026-07-01 🔗 https://news.un.org/en/story/2026/07/1167848 《AI inference service provider Baseten plans to raise $1.5 billion, with a dual-layer valuation reaching $13 billion.》 — KuCoin — 2026-06-18 🔗 https://www.kucoin.com/news/flash/ai-inference-service-provider-baseten-plans-to-raise-1-5-billion-with-a-dual-layer-valuation-reaching-13-billion 《AMD Advancing AI 2026》 — AMD — 2026-07 🔗 https://www.amd.com/en/corporate/events/advancing-ai.html 《Acti puts AI agents directly into your smartphone keyboard》 — TechCrunch — 2026-06-30 🔗 https://techcrunch.com/2026/06/30/acti-puts-ai-agents-directly-into-your-smartphone-keyboard/ 《Amazon launches new $1 billion FDE org, following OpenAI and Anthropic》 — TechCrunch — 2026-06-30 🔗 https://techcrunch.com/2026/06/30/amazon-launches-new-1-billion-fde-org-following-openai-and-anthropic/ 《Anthropic is discussing a new custom chip with Samsung》 — TechCrunch — 2026-07-02 🔗 https://techcrunch.com/2026/07/02/anthropic-is-discussing-a-new-custom-chip-with-samsung/ 《Anthropic launches Claude Sonnet 5 as a cheaper way to run agents》 — TechCrunch — 2026-06-30 🔗 https://techcrunch.com/2026/06/30/anthropic-launches-claude-sonnet-5-as-a-cheaper-way-to-run-agents/ 《Anthropic’s Claude Science bets on workflow, not a new model, to win over scientists》 — TechCrunch — 2026-06-30 🔗 https://techcrunch.com/2026/06/30/anthropics-claude-science-bets-on-workflow-not-a-new-model-to-win-over-scientists/ 《Companies Pursue Fusion to Power AI Data Centers》 — Let's Data Science — 2026-07-03 🔗 https://letsdatascience.com/news/companies-pursue-fusion-to-power-ai-data-centers-c6c51ad8 《Crunchbase Data: Global Startup Investment Hit Record $510B In H1 2026 As AI Boom Accelerates Funding And Exits》 — Crunchbase — 2026-07-02 🔗 https://news.crunchbase.com/venture/global-startup-exits-ipo-ma-soar-ai-q2-h1-2026/ 《Crypto exchange OKX wants AI agents to hire and pay each other》 — TechCrunch — 2026-06-30 🔗 https://techcrunch.com/2026/06/30/crypto-exchange-okx-wants-ai-agents-to-hire-and-pay-each-other/ 《ERROR: The request could not be satisfied (推測為 Anthropic Claude Science AI drug development)》 — The Verge — 2026-07 🔗 https://www.theverge.com/ai-artificial-intelligence/961311/anthropic-claude-science-ai-drug-development 《Expect Claude Fable 5 to Be Turned Back on in a Matter of Days, Report Says》 — Gizmodo — 2026-06-27 🔗 https://gizmodo.com/expect-claude-fable-5-to-be-turned-back-on-in-a-matter-of-days-report-says-2000778672 《FINOS Launches AI Fund to Amplify the Collective Voice of the Financial Services Industry…》 — FINOS — 2026-06-23 🔗 https://www.finos.org/press/finos-launches-ai-fund 《Global M&A industry trends: 2026 mid-year outlook》 — PwC — 2026-06-23 🔗 https://www.pwc.com/gx/en/services/deals/trends.html 《Indian tech tycoon bets $30M of his own money to build AI alternative to Microsoft Office》 — TechCrunch — 2026-07-01 🔗 https://techcrunch.com/2026/07/01/indian-tech-tycoon-bets-30m-to-build-an-ai-alternative-to-microsoft-office/ 《June 2026: The Meaning of the Month with the Most AI Models in History》 — kagiweb — 2026-06-23 🔗 <a href="https://note.com/joyful