AI日报 | 2026年10月28日晚间版:GPT-6.1 Terra价格腰斩,Anthropic史上最大IPO交表
今日晚间核心要闻
- OpenAI发布GPT-6.1 Terra:API价格较前代降50%,主打Computer Use与智能体应用
- Anthropic正式递交IPO申请:以代码"ANT"登陆纳斯达克,估值最高2万亿美元
- 谷歌DeepMind发布Genie 4:新一代世界模型支持实时交互,原生同步生成音频
- 大模型价格战白热化:自6月以来主流模型最高降价80%,中端API再腰斩
- Rokid发布全彩AI眼镜:国内首款全彩AR眼镜4999元起,接入千问办公Agent
一、OpenAI发布GPT-6.1 Terra,中端API价格腰斩主打Computer Use
OpenAIGPT-6.1 Terra降价
OpenAI于10月27日正式发布GPT-6.1 Terra,这是其最新一代中端模型,聚焦计算机操作与智能体应用场景。
- API标准输入定价每百万Token 1美元,输出5美元,较前代GPT-5.6 Terra下降50%
- 缓存输入低至0.05美元/百万Token
- 支持识别屏幕内容、操作软件并完成多步骤办公任务
- 已向ChatGPT Work、Codex及API开放,Plus/Pro/企业/教育用户均可使用
二、Anthropic正式递交IPO申请,拟以代码"ANT"登陆纳斯达克
AnthropicIPO纳斯达克
Anthropic于10月26日向美国SEC提交S-1上市申请,计划以代码"ANT"登陆纳斯达克全球精选市场。
- 由高盛、摩根士丹利牵头承销,分析认为IPO有望募集多达1000亿美元
- 截至6月30日的六个月营收约163亿美元,上年同期仅11亿美元
- 年化收入8月已超650亿美元,市场预计年底突破1100亿
- 上半年净亏损807亿美元,未来算力支出计划高达数千亿美元
三、谷歌DeepMind发布Genie 4世界模型,实时交互+原生音频
Google DeepMindGenie 4世界模型
谷歌DeepMind正式发布新一代世界模型Genie 4研究预览版,被称为"迄今为止最逼真、交互性最强的世界模型"。
- 用户可通过自然语言在运行中实时修改天气、调整视角、添加人物和物体
- 场景一致性模拟时长延长至约两分钟,是前代Genie 3的两倍
- 系列首款原生同步生成音频的模型:环境声、背景音乐、交互对话
- 融合Gemini 4 Argon推理能力,展示人形机器人下跳棋的模拟实验
四、大模型价格战白热化,自6月以来最高降幅达80%
价格战OpenAIAnthropic
2026年下半年,大模型价格战全面升级,OpenAI和Anthropic交替降价,竞争空前激烈。
- 自6月GPT-5.6以来,主流模型最高降价约80%
- GPT-6 Sol定价2美元/10美元,GPT-6 Luna仅0.10美元/0.50美元
- Anthropic Opus 5.5输入输出价格降低20%,总体成本降低40%-60%
- 企业采购逻辑已变:从"谁强买谁"到"谁的Token性价比高谁留下"
五、Rokid发布全彩AI眼镜,国内首款4999元起
RokidAR眼镜硬件
Rokid发布多款AR硬件新品,其中包括国内首款全彩AI眼镜。
- Rokid Glasses 2:3699元起,基础款AR眼镜
- Rokid Color:4999元起,国内首款全彩AI眼镜
- 配套交互戒指Rokid Ring
- 支持接入桌面智能体、调用千问办公Agent,可看视频、行情、执行办公任务
六、脑虎科技获7亿元B轮融资,脑机接口赛道持续升温
脑虎科技脑机接口融资
国产脑机接口厂商脑虎科技完成7亿元B轮融资。
- 资金用于"全植入、全无线、全功能"脑机系统的三类医疗器械注册临床试验
- 同步推进产线建设及BCI+AI融合方向研发
- 该系统已完成多例前期临床试验
- 脑机接口被视为AI与神经科学交叉的下一个爆发点
七、甲骨文多元芯片布局,引入TPU与Cerebras降低英伟达依赖
甲骨文芯片布局TPUCerebras
甲骨文(Oracle)正在推进多元化AI芯片战略,降低对英伟达GPU的单一依赖。
- 大规模部署英伟达Vera Rubin服务器
- 成为谷歌之外首家对外提供TPU算力的云厂商
- 计划引入Cerebras、SambaNova推理芯片
- 在英伟达硬件体系内,将替换为自研Acceleron网络芯片
今日数据速览
| 指标 | 数据 |
|---|---|
| GPT-6.1 Terra 输入价格 | $1/百万Token |
| GPT-6.1 Terra 输出价格 | $5/百万Token |
| GPT-6.1 Terra 较前代降幅 | 50% |
| Anthropic 半年营收 | 163亿美元 |
| Anthropic IPO预计募资 | 最高1000亿美元 |
| Genie 4 场景一致性时长 | 约2分钟(前代2倍) |
| 自6月以来主流模型最高降幅 | 约80% |
| Rokid Color 售价 | 4999元起 |
| 脑虎科技B轮融资 | 7亿元 |
信息来源
- 量子位:GPT-6.1 Terra首批网友实测来了!1折价格获得Astra级电脑操作能力
- 品玩:OpenAI发布人工智能模型GPT-6.1 Terra
- 网易新闻:谷歌发布新一代世界模型Genie 4,加强物理AI技术布局
- CSDN:降价最高达80%!OpenAI、Anthropic为何突然打起价格战?
- CSDN AI行业日报:2026年10月28日 AI 行业日报|Genie4 世界模型发布、甲骨文多元芯片布局、灵光 2.0 个人 Agent 上线
- 头条AI每日新闻简报:2026年10月28日AI产业多线同步爆发
- 新浪科技:Claude 的账单,金主先看不下去了
AI Daily | October 28, 2026 Evening Edition: GPT-6.1 Terra Price Halved, Anthropic Files for the Largest IPO in History
Top Stories This Evening
- OpenAI releases GPT-6.1 Terra: API prices cut 50% versus the previous generation, focused on Computer Use and agent applications
- Anthropic formally files for an IPO: listing on Nasdaq under the ticker "ANT" at a valuation of up to $2 trillion
- Google DeepMind launches Genie 4: a new-generation world model with real-time interaction and natively synchronized audio generation
- The large-model price war intensifies: mainstream models have cut prices by up to 80% since June, with mid-tier APIs halved again
- Rokid unveils full-color AI glasses: China's first full-color AR glasses from 4,999 yuan, integrated with the Qwen office agent
1. OpenAI Releases GPT-6.1 Terra: Mid-Tier API Prices Halved, Focus on Computer Use
OpenAIGPT-6.1 TerraPrice Cut
OpenAI officially released GPT-6.1 Terra on October 27, its latest mid-tier model, focused on computer operation and agent application scenarios.
- Standard API input is priced at $1 per million tokens and output at $5, 50% lower than the previous generation, GPT-5.6 Terra
- Cached input drops as low as $0.05 per million tokens
- Supports recognizing screen content and operating software to complete multi-step office tasks
- Already available in ChatGPT Work, Codex and the API, for Plus, Pro, Enterprise and Education users
2. Anthropic Formally Files for an IPO, Planning to List on Nasdaq Under the Ticker "ANT"
AnthropicIPONasdaq
Anthropic submitted its S-1 filing to the US SEC on October 26, planning to list on the Nasdaq Global Select Market under the ticker "ANT".
- Led by Goldman Sachs and Morgan Stanley as underwriters, with analysts expecting the IPO to raise as much as $100 billion
- Revenue for the six months to June 30 was about $16.3 billion, versus just $1.1 billion a year earlier
- Annualized revenue already topped $65 billion in August, and the market expects it to exceed $110 billion by year-end
- Net loss of $80.7 billion in the first half, with future compute spending plans running into hundreds of billions of dollars
3. Google DeepMind Launches the Genie 4 World Model with Real-Time Interaction and Native Audio
Google DeepMindGenie 4World Model
Google DeepMind has officially released the research preview of Genie 4, a new-generation world model described as "the most realistic and interactive world model to date."
- Users can modify weather, adjust camera angles and add characters and objects in real time using natural language
- Scene-consistent simulation extends to about two minutes, twice that of the previous Genie 3
- The first model in the series to natively generate synchronized audio: ambient sound, background music and interactive dialogue
- Integrates Gemini 4 Argon reasoning and demonstrates a simulation of a humanoid robot playing checkers
4. The Large-Model Price War Intensifies with Cuts of Up to 80% Since June
Price WarOpenAIAnthropic
In the second half of 2026 the large-model price war escalated across the board, with OpenAI and Anthropic trading price cuts in unprecedentedly fierce competition.
- Since GPT-5.6 in June, mainstream models have cut prices by up to about 80%
- GPT-6 Sol is priced at $2/$10, while GPT-6 Luna is just $0.10/$0.50
- Anthropic lowered Opus 5.5 input and output prices by 20%, cutting overall costs by 40%-60%
- Enterprise procurement logic has changed: from "buy whoever is strongest" to "keep whoever offers the best token value"
5. Rokid Launches Full-Color AI Glasses, the First in China from 4,999 Yuan
RokidAR GlassesHardware
Rokid has unveiled several new AR hardware products, including China's first full-color AI glasses.
- Rokid Glasses 2: from 3,699 yuan, the entry-level AR glasses
- Rokid Color: from 4,999 yuan, China's first full-color AI glasses
- A companion interaction ring, the Rokid Ring
- Supports connecting to desktop agents and calling the Qwen office agent, for watching video, tracking markets and executing office tasks
6. NeuroHawk Technology Raises RMB 700 Million Series B as the BCI Track Keeps Heating Up
NeuroHawk TechnologyBrain-Computer InterfaceFunding
Chinese brain-computer interface maker NeuroHawk Technology has completed a RMB 700 million Series B round.
- Funds will go toward Class III medical device registration clinical trials for its "fully implanted, fully wireless, fully functional" brain-computer system
- Production line construction and R&D in BCI plus AI integration are being advanced in parallel
- The system has already completed multiple early-stage clinical trials
- Brain-computer interfaces are seen as the next breakout point where AI meets neuroscience
7. Oracle Diversifies Its Chip Lineup with TPU and Cerebras to Cut NVIDIA Dependence
OracleChip StrategyTPUCerebras
Oracle is advancing a diversified AI chip strategy to reduce its sole reliance on NVIDIA GPUs.
- Deploying NVIDIA Vera Rubin servers at scale
- Becoming the first cloud vendor besides Google to offer TPU compute externally
- Plans to bring in Cerebras and SambaNova inference chips
- Within NVIDIA's hardware stack, networking chips will be replaced by its in-house Acceleron
Today's Key Figures
| Metric | Figure |
|---|---|
| GPT-6.1 Terra input price | $1/million tokens |
| GPT-6.1 Terra output price | $5/million tokens |
| GPT-6.1 Terra cut vs previous generation | 50% |
| Anthropic half-year revenue | $16.3 billion |
| Anthropic expected IPO raise | Up to $100 billion |
| Genie 4 scene consistency duration | About 2 minutes (2x previous) |
| Largest mainstream model price cut since June | About 80% |
| Rokid Color price | From 4,999 yuan |
| NeuroHawk Technology Series B | RMB 700 million |
Sources
- QbitAI: The first hands-on tests of GPT-6.1 Terra are here! Astra-level computer operation at a tenth of the price
- PingWest: OpenAI releases the AI model GPT-6.1 Terra
- NetEase News: Google launches the new-generation world model Genie 4, strengthening its physical AI technology footprint
- CSDN: Price cuts of up to 80%! Why did OpenAI and Anthropic suddenly start a price war?
- CSDN AI Industry Daily: October 28, 2026 AI industry daily | Genie 4 world model released, Oracle diversifies its chip lineup, Lingguang 2.0 personal agent goes live
- Toutiao AI Daily News Brief: October 28, 2026, the AI industry breaks out on multiple fronts at once
- Sina Tech: Claude's bill—even its backers can no longer stomach it