---
title: 2025-12-02-technology
created: 2025-12-02
updated: 2025-12-02
type: summary
tags: ["newsletter", "technology"]
external: http://go/ui/posts/1649/
---

**科技新闻**
- [数百万程序员钟爱的AI初创公司能否持续繁荣？](https://www.wsj.com/tech/ai/millions-of-coders-love-this-ai-startup-can-it-last-45b72441?mod=rss_Technology)
  Cursor AI工具备受程序员追捧，引发硅谷对其“繁荣或破产”前景的辩论。
- [一家AI初创公司展望Transformer后时代](https://www.wsj.com/articles/an-ai-startup-looks-toward-the-post-transformer-era-4e362db8?mod=rss_Technology)
  Pathway的Dragon Hatchling旨在超越Transformer架构，带来AI新变革。
- [英伟达斥资20亿美元入股Synopsys，深化计算能力合作](https://www.cnbc.com/2025/12/01/nvidia-takes-2-billion-stake-in-synopsys.html)
  两家公司合作加速计算和AI工程解决方案。
- [OpenAI入股Thrive Holdings，加速企业AI普及](https://www.cnbc.com/2025/12/01/open-ai-thrive-holdings-enterprise-ai.html)
  OpenAI将派遣团队入驻Thrive Holding旗下公司，推动企业AI应用。
- [Runway推出新AI视频模型，在关键基准测试中超越谷歌和OpenAI](https://www.cnbc.com/2025/12/01/runway-gen-4-5-video-model-google-open-ai.html)
  Gen 4.5模型可根据文本提示生成高清视频。
- [英特尔股价下跌，分析师预测与苹果交易带来的涨幅消退](https://www.cnbc.com/2025/12/01/intel-stock-holds-10percent-rise-after-analyst-predicts-major-apple-deal.html)
  尽管有分析师预测英特尔最早将于2027年向苹果供应最低端M处理器，股价仍下跌。
- [Shopify在网络星期一遭遇数小时宕机](https://www.cnbc.com/2025/12/01/shopify-outage-cyber-monday-shopping.html)
  部分商家无法登录Shopify，也无法访问其销售点系统。
- [华尔街为何认为12月是赢家月份](https://www.cnbc.com/2025/12/01/why-december-is-a-time-for-winners-on-wall-street.html)
  尽管本月初表现不佳，Oppenheimer认为今年市场赢家在12月应会继续跑赢大盘。
