The Download: a chip talent battle, and deflating AI hype

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The Download: A chip talent battle, and deflating AI hype

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. 这是今日份的《下载》（The Download），我们平日更新的简报，为您提供每日科技世界的动态。

Samsung’s chip workers are jumping ship to rival SK Hynix. Lee, an engineer at Samsung’s semiconductor division, used to work late. But lately, he’s been clocking out on time and heading straight home to work on his job application for the chipmaker’s South Korean rival SK Hynix. His colleagues are doing the same. They feel demoralized by the $476,000 bonus that SK Hynix is set to pay its employees, flush with record profits from making the high-bandwidth memory (HBM) chips that power Nvidia’s AI accelerators. The figure dwarfs what chip workers at Samsung are set to receive and is sparking an exodus. Read our story about why this fierce talent war could help determine who dominates the next generation of AI chips. —Michelle Kim 三星的芯片员工正跳槽至竞争对手 SK 海力士。三星半导体部门的工程师李先生过去常加班，但最近他总是准时下班，回家后便立刻着手准备向三星的韩国竞争对手 SK 海力士投递简历。他的同事们也在做同样的事。SK 海力士因生产支持英伟达 AI 加速器的高带宽内存（HBM）芯片而获得创纪录利润，并计划向员工发放 47.6 万美元的奖金，这让三星员工感到士气低落。这一数字远超三星员工的预期，引发了一波离职潮。阅读我们的报道，了解这场激烈的人才争夺战如何决定谁将主导下一代 AI 芯片。——Michelle Kim

The AI Hype Index: Unsexy AI

AI 炒作指数：不性感的 AI

Separating AI reality from hyped-up fiction isn’t always easy. That’s why we’ve created the AI Hype Index—a simple, at-a-glance summary of what’s shaping the industry right now. The latest edition includes Meta’s creepy glasses, doom-mongering about AI and jobs, and (to some, oddly sexy?) robotic hands. See where it all landed on this month’s index. 将 AI 的现实与被炒作的虚构区分开来并不容易。因此，我们创建了“AI 炒作指数”——一个简单、直观的摘要，展示当前塑造行业的核心动态。最新一期内容包括 Meta 令人毛骨悚然的眼镜、关于 AI 与就业的末日论，以及（对某些人来说，奇怪地性感？）机器人手。查看本月指数的排名情况。

The must-reads

必读内容

I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 我已梳理了互联网，为您找出今天最有趣、最重要、最可怕且最引人入胜的科技故事。

  1. OpenAI’s rogue agent compromised another customer An unnamed client of a company that provides AI infrastructure, called Modal Labs. (Reuters $)+ OpenAI called the Hugging Face attack unprecedented. But we’ve been here before. (MIT Technology Review)

  2. OpenAI 的流氓代理程序入侵了另一位客户 一家名为 Modal Labs 的 AI 基础设施提供商的匿名客户遭到入侵。（路透社 $）+ OpenAI 称针对 Hugging Face 的攻击是史无前例的，但我们对此并不陌生。（麻省理工科技评论）

  3. Hugging Face has a nonconsensual deepfakes problem Researchers tested nine of the top image editing models it hosts, and found seven will ‘nudify’ images of women. (Wired $)+ The shock of seeing your body used in deepfake porn. (MIT Technology Review)

  4. Hugging Face 存在非自愿深度伪造（Deepfake）问题 研究人员测试了其托管的九个顶级图像编辑模型，发现其中七个会将女性图像“裸体化”。（连线杂志 $）+ 看到自己的身体被用于深度伪造色情内容的震惊。（麻省理工科技评论）

  5. Investors are only getting more anxious about AI’s earnings potential The numbers don’t add up, and maybe they never will. (The Verge $)+ A global tech stock sell-off intensified yesterday. (FT $)+ Ratings agency Fitch says an AI market correction is now one of the biggest risks facing the global economy. (The Next Web)+ New real-world data from Google shows most tasks at most jobs are unaffected by AI. (Ars Technica)

  6. 投资者对 AI 盈利潜力的焦虑与日俱增 数据对不上，而且可能永远也对不上。（The Verge $）+ 全球科技股抛售潮昨日加剧。（金融时报 $）+ 评级机构惠誉表示，AI 市场调整是目前全球经济面临的最大风险之一。（The Next Web）+ 谷歌最新的真实世界数据显示，大多数工作中的大部分任务并未受到 AI 的影响。（Ars Technica）

  7. Moonshot wants advanced Nvidia chips to train its next model The Chinese AI firm already got access to some of them to train its latest release, called Kimi 3. (The Information $)+ Taiwan detained an Nvidia employee as part of a probe into the alleged smuggling of AI chips into China. (Bloomberg $)+ The Trump Administration has banned Chinese humanoid robots. (Reuters $)

  8. 月之暗面（Moonshot）寻求先进英伟达芯片以训练下一代模型 这家中国 AI 公司此前已获得部分芯片用于训练其最新发布的 Kimi 3。（The Information $）+ 台湾地区拘留了一名英伟达员工，作为对涉嫌向中国走私 AI 芯片调查的一部分。（彭博社 $）+ 特朗普政府已禁止中国的人形机器人。（路透社 $）

  9. Minnesota has been blocked from banning prediction market platforms It’s the latest skirmish in a fight between states and the Trump Administration over this issue. (AP)+ Here’s how prediction markets incentivize weather data sabotage. (MIT Technology Review)

  10. 明尼苏达州禁止预测市场平台的禁令被叫停 这是各州与特朗普政府在这一问题上斗争的最新冲突。（美联社）+ 预测市场如何激励天气数据破坏行为。（麻省理工科技评论）

  11. Apple is launching a device leasing program As the global memory shortage worsens, the idea is that this will make your iPhone feel more affordable. (Quartz $)+ Apple just topped a $5 trillion valuation for the first time. (FT $)

  12. 苹果推出设备租赁计划 随着全球内存短缺加剧，此举旨在让你的 iPhone 看起来更实惠。（Quartz $）+ 苹果市值首次突破 5 万亿美元。（金融时报 $）

  13. Some Substackers are complaining about its new AI detection tool Presumably the ones who’d prefer to secretly continue using AI to write. (404 Media $)

  14. 一些 Substack 作者抱怨其新的 AI 检测工具 大概是那些希望秘密继续使用 AI 写作的人。（404 Media $）

  15. Ebay had to pay nearly $50 million to settle a harassment suit Their employees threatened and sent bizarre deliveries—including cockroaches—for a pair of bloggers for years. (Bloomberg $)

  16. Ebay 支付近 5000 万美元和解骚扰诉讼 其员工多年来一直威胁并向一对博主寄送奇怪的包裹，包括蟑螂。（彭博社 $）

  17. A New York school just rowed back on plans to deploy a robot teacher Sanity prevails, for once. (NPR)

  18. 纽约一所学校撤回了部署机器人教师的计划 理智终于占了上风。（NPR）

  19. This startup wants to build a better microwave beep I’d like to request a sax solo for mine, please. (Gizmodo)

  20. 这家初创公司想要制造更好的微波炉提示音 我请求给我的微波炉配一段萨克斯独奏。（Gizmodo）

Quote of the day

今日名言

“The government hopes to set a precedent that no one has the right to privacy.” —Samuel Tunick, an Atlanta resident, tells 404 Media why he thinks he’s facing charges after wiping his phone during a customs search. “政府希望开创一个先例，即没有人拥有隐私权。”——亚特兰大居民 Samuel Tunick 告诉 404 Media，他认为自己在海关检查期间清除手机数据后遭到指控的原因。

One More Thing

还有一件事

AI coding is now everywhere. But not everyone is convinced. Depending who you ask, AI-powered coding is either giving software developers an unprecedented productivity boost or churning out masses of poorly designed code that saps their attention and sets software projects up for serious long term-maintenance problems. The problem is right now, it’s not easy to know which is true. Coding has been touted as the killer app for large language models, but after speaking to more than 30 developers, technology executives, analysts, and researchers, MIT Technology Review found that the picture is not as straightforward as it might seem. Here’s what we found out. —Edd Gent AI 编程现在无处不在，但并非所有人都买账。 取决于你问谁，AI 辅助编程要么是给软件开发者带来了前所未有的生产力提升，要么是在制造大量设计糟糕的代码，消耗开发者的注意力，并为软件项目埋下严重的长期维护隐患。问题在于，目前很难判断哪种说法是正确的。编程曾被誉为大语言模型的“杀手级应用”，但在采访了 30 多位开发者、技术高管、分析师和研究人员后，《麻省理工科技评论》发现情况并不像看起来那么简单。以下是我们的发现。——Edd Gent

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