{"@context":"https://schema.org","@type":"NewsArticle","generatedAt":"2026-07-23T07:41:16.862Z","headline":"Anthropic 与 Physical Intelligence 收购传闻震动 AI 社区","description":"一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","url":"https://www.aioga.com/news/cmrvipnu602qmbihb5fgp82bb/","mainEntityOfPage":"https://www.aioga.com/news/cmrvipnu602qmbihb5fgp82bb/","datePublished":"2026-07-22T03:20:57.000Z","dateModified":"2026-07-22T03:20:57.000Z","inLanguage":"zh-CN","publisher":{"@type":"NewsMediaOrganization","name":"Aioga","url":"https://www.aioga.com"},"citation":["https://techcrunch.com/2026/07/21/the-anthropic-physical-intelligence-rumor-roiling-ai-twitter","https://aihot.virxact.com/items/cmrvipnu602qmbihb5fgp82bb"],"canonicalUrl":"https://www.aioga.com/news/cmrvipnu602qmbihb5fgp82bb/","directAnswer":{"@type":"Answer","text":"Aioga 编辑摘要：一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。 Aioga 将其归入「行业动态」方向，重点关注它对真实使用和行业竞争的影响。","url":"https://www.aioga.com/news/cmrvipnu602qmbihb5fgp82bb/","dateCreated":"2026-07-22T03:20:57.000Z","author":{"@type":"Organization","@id":"https://www.aioga.com/authors/aioga-editorial/#editorial-team","name":"Aioga Editorial Team","url":"https://www.aioga.com/authors/aioga-editorial/"}},"evidence":[{"@type":"CreativeWork","name":"TechCrunch source article","url":"https://techcrunch.com/2026/07/21/the-anthropic-physical-intelligence-rumor-roiling-ai-twitter","datePublished":"2026-07-22T03:20:57.000Z","provider":{"@type":"Organization","name":"TechCrunch","url":"https://techcrunch.com/2026/07/21/the-anthropic-physical-intelligence-rumor-roiling-ai-twitter"}},{"@type":"CreativeWork","name":"AIHot archive record","url":"https://aihot.virxact.com/items/cmrvipnu602qmbihb5fgp82bb","datePublished":"2026-07-22T03:20:57.000Z","provider":{"@type":"Organization","name":"AIHot","url":"https://aihot.virxact.com/items/cmrvipnu602qmbihb5fgp82bb"}}],"aggregationSource":"TechCrunch：AI（RSS）","originalPublisher":{"name":"TechCrunch","url":"https://techcrunch.com/2026/07/21/the-anthropic-physical-intelligence-rumor-roiling-ai-twitter"},"article":{"id":"cmrvipnu602qmbihb5fgp82bb","slug":"cmrvipnu602qmbihb5fgp82bb","url":"https://www.aioga.com/news/cmrvipnu602qmbihb5fgp82bb/","title":"Anthropic 与 Physical Intelligence 收购传闻震动 AI 社区","title_en":"The Anthropic-Physical Intelligence rumor roiling AI Twitter","summary":"一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","source":"TechCrunch：AI（RSS）","sourceUrl":"https://techcrunch.com/2026/07/21/the-anthropic-physical-intelligence-rumor-roiling-ai-twitter","aiHotUrl":"https://aihot.virxact.com/items/cmrvipnu602qmbihb5fgp82bb","publishedAt":"2026-07-22T03:20:57.000Z","category":"行业动态","score":51,"selected":false,"articleBody":["It’s been a big year for AI acquisitions — so big that most of them barely register anymore. Anthropic and OpenAI have each gone on buying sprees, snapping up developer tooling, AI services shops, and product-testing startups to convert model capability into enterprise revenue and extend their reach faster than the other. Which is what made a weekend rumor about Anthropic acquiring robotics startup Physical Intelligence stand out. It spread exceedingly fast, even after a denial from Physical Intelligence’s CEO.","Part of that ties to who’s involved. Physical Intelligence isn’t some obscure robotics shop. It was co-founded by Lachy Groom, an investor-operator whose star has been on the rise：https://techcrunch.com/2026/01/30/physical-intelligence-stripe-veteran-lachy-grooms-latest-bet-is-building-silicon-valleys-buzziest-robot-brains/ in Silicon Valley in recent years; it has raised more than $1 billion (and was reportedly in talks this spring for another $1 billion round：https://techcrunch.com/2026/03/27/physical-intelligence-is-reportedly-in-talks-to-raise-1-billion-again/ at an $11 billion valuation); and its π0.5 model：https://techcrunch.com/2026/04/16/physical-intelligence-a-hot-robotics-startup-says-its-new-robot-brain-can-figure-out-tasks-it-was-never-taught/ is apparently among the more widely used robot brains in robotics research.","Physical Intelligence’s response to the rumor mill wasn’t the world’s most vigorous denial, it should be noted. According to The Information, Physical Intelligence CEO Karol Hausman told employees the reports weren’t true via a Slack message containing a gif of a character from “The Office” shaking her head no.","Groom, for his part, did not respond to TechCrunch’s request for comment, sent Monday night.","Anthropic has made four known acquisitions this year; OpenAI has been more aggressive, acquiring at least 17 companies since 2023. Both are also, of course, now preparing to go public. Anthropic confidentially filed for an IPO on June 1, followed by OpenAI a week later, setting up what could be two of the largest U.S. stock debuts in history.","So why robotics, why now? The likeliest answer is that physical-world understanding may be a prerequisite for superintelligent systems, and no amount of internet text can substitute for it.","OpenAI’s own history here is instructive. It built an early robotic hand that could solve a Rubik’s Cube, then shut the entire robotics group down in 2021, with co-founder Wojciech Zaremba later saying the approach was missing pieces needed for real superintelligence. The team came back in 2024, quietly building a humanoid robotics lab in San Francisco, before CEO Sam Altman made：https://x.com/sama/status/2061117302528188712?lang=en ：https://x.com/sama/status/2061117302528188712?lang=enit official：https://x.com/sama/status/2061117302528188712?lang=en in late May, announcing “OpenAI Robotics” was hiring and describing a near-term focus on robots for infrastructure work, with a personal robot for everyone as the long-term goal.","Anthropic hasn’t built anything resembling OpenAI’s hardware lab. What it has done is publish a string of research pieces through its internal group that stress-tests frontier capabilities for safety purposes. That included Project Fetch last November, where Anthropic staff tested how much Claude could help non-experts program a robot dog：https://www.anthropic.com/research/project-fetch-robot-dog, and a second phase in June that, according to Anthropic, found a newer model completed the same tasks roughly 20 times faster than the best human-plus-Claude team from the year before.","Buying an existing team with robotics expertise would let Anthropic skip years of work. There’s a possible complication, though. Physical Intelligence was founded in San Francisco roughly two years ago by Groom, former Google researchers, and professors from Stanford and Berkeley, and its early investor base looks a lot like OpenAI’s own, including Khosla Ventures and Thrive Capital. Founders Fund — also a major OpenAI investor — was reportedly involved in Physical Intelligence’s newest funding round earlier this year.","In fact, OpenAI is itself an investor in Physical Intelligence, so it isn’t just a peripheral player; it’s a stakeholder in a company that its chief rival was reportedly in talks to buy very recently.","That raises questions around whether OpenAI’s early investment came with any information rights, or a right of first refusal over a sale to a competitor — the kind of protective provisions that strategic investors sometimes negotiate for precisely this scenario.","That leaves open the possibility that if Physical Intelligence is actually in play, OpenAI — already a shareholder, already close to Groom, already trying to ensure it bests Anthropic in robotics — may have the more obvious claim to it than Anthropic does. We asked OpenAI these questions earlier today and the company didn’t respond.","When you purchase through links in our articles, we may earn a small commission：https://techcrunch.com/techcrunch-affiliate-monetization-standards/. This doesn’t affect our editorial independence.","Scale faster. Grow your portfolio. Gain practical expertise. No matter your goal, Disrupt can empower you. Save up to $330 toda y!","Jack Dorsey is taking on Slack with Buzz, a group chat platform for teams and their AI agents：https://techcrunch.com/2026/07/21/jack-dorsey-is-taking-on-slack-with-buzz-a-group-chat-platform-for-teams-and-their-ai-agents/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/","Light made a flip phone — it’s colorful and it’s cheap：https://techcrunch.com/2026/07/21/light-is-modernizing-the-flip-phone-with-light-flip/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/","AI music generator Suno breach affects 55M users, per Have I Been Pwned：https://techcrunch.com/2026/07/21/ai-music-generator-suno-breach-affects-55m-users-per-have-i-been-pwned/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/","Google is working on a new AI chip designed to make Gemini more efficient：https://techcrunch.com/2026/07/20/google-is-working-on-a-new-ai-chip-designed-to-make-gemini-more-efficient/ Lucas Ropek：https://techcrunch.com/author/lucas-ropek/","Judge pauses $110B Paramount-Warner Bros. merger：https://techcrunch.com/2026/07/20/judge-pauses-110b-paramount-warner-bros-merger/ Aisha Malik：https://techcrunch.com/author/aisha-malik/","Coca-Cola suspended production at its Fairlife dairy after a ransomware attack：https://techcrunch.com/2026/07/16/coca-cola-suspended-production-at-its-fairlife-dairy-after-a-ransomware-attack/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/"],"articleImages":[{"sourceUrl":"https://techcrunch.com/wp-content/uploads/2025/04/Disrupt2026-Color.png","alt":"Event Logo","afterParagraph":12,"url":"/media/articles/cmrvipnu602qmbihb5fgp82bb/d1d06f6f97361f52.webp"}],"mediaStatus":"ok","articleBodyZh":["对于人工智能收购来说，这是不平凡的一年——大到几乎大多数收购都已经让人麻木。Anthropic 和 OpenAI 都进行了大规模的收购行动，购入开发工具、人工智能服务公司以及产品测试初创公司，以将模型能力转化为企业收入，并比对方更快地扩大影响力。这也使得一个关于 Anthropic 收购机器人初创公司 Physical Intelligence 的周末传闻格外引人注目。即便在 Physical Intelligence CEO 出面否认之后，这一消息仍然传播得非常快。","部分原因在于所涉及的人物。Physical Intelligence 并不是某个默默无闻的机器人公司。它由 Lachy Groom 联合创立，这位投资者兼运营者在硅谷的星途近年来不断上升：https://techcrunch.com/2026/01/30/physical-intelligence-stripe-veteran-lachy-grooms-latest-bet-is-building-silicon-valleys-buzziest-robot-brains/；公司已筹集超过 10 亿美元（据报道，今年春季还在谈判另一轮 10 亿美元的融资：https://techcrunch.com/2026/03/27/physical-intelligence-is-reportedly-in-talks-to-raise-1-billion-again/，估值为 110 亿美元）；其 π0.5 模型：https://techcrunch.com/2026/04/16/physical-intelligence-a-hot-robotics-startup-says-its-new-robot-brain-can-figure-out-tasks-it-was-never-taught/ 显然已成为机器人研究中使用最广泛的机器人大脑之一。","值得注意的是，Physical Intelligence 对传闻的回应并不是世界上最强烈的否认。据 The Information 报道，Physical Intelligence CEO Karol Hausman 在 Slack 上向员工发送了一条包含《办公室》的角色摇头 gif 的消息，称报道不属实。","至于 Groom，本人没有对 TechCrunch 在周一晚间发出的评论请求作出回应。","Anthropic 今年已进行四次已知收购；而 OpenAI 则更为激进，自 2023 年以来至少收购了 17 家公司。当然，两家公司现在也都在准备上市。Anthropic 于 6 月 1 日秘密提交了 IPO 申请，OpenAI 紧随其后一周，这可能将促成美国历史上最大规模的两次股票首发之一。","那么为什么是机器人，为什么是现在？最可能的答案是，真实世界的理解可能是超级智能系统的前提，而任何网络文本都无法替代它。","OpenAI 自身的历史在这里具有启示意义。它曾建造过一只可以解魔方的早期机器人手臂，但在 2021 年关闭了整个机器人团队，联合创始人 Wojciech Zaremba 后来表示，该方法缺少实现真正超级智能所需的关键部分。该团队在 2024 年回归，并在旧金山悄悄建立了一个类人机器人实验室，然后 CEO Sam Altman 在：https://x.com/sama/status/2061117302528188712?lang=en 做出正式声明：https://x.com/sama/status/2061117302528188712?lang=en，于 5 月底宣布“OpenAI Robotics”正在招聘，并描述了近期以基础设施工作的机器人为重点，长期目标是一人一台个人机器人。","Anthropic 没有建造过类似 OpenAI 硬件实验室的设施。它所做的是通过内部团队发布了一系列研究作品，以安全目的对前沿能力进行压力测试。这其中包括去年 11 月的 Project Fetch，Anthropic 员工测试 Claude 在帮助非专业人员编程机器狗方面的能力：https://www.anthropic.com/research/project-fetch-robot-dog，以及在今年 6 月进行的第二阶段，据 Anthropic 称，新型号完成相同任务的速度比去年最优秀的人类+Claude 团队快约 20 倍。","收购一个已有的机器人专业团队可以让 Anthropic 节省数年的工作时间。不过，这里可能存在一些复杂情况。Physical Intelligence 由 Groom、前 Google 研究人员以及斯坦福和伯克利的教授在旧金山大约两年前创立，其早期投资人阵容与 OpenAI 自身非常相似，包括 Khosla Ventures 和 Thrive Capital。据报道，Founders Fund —— 同样是 OpenAI 的主要投资者 —— 也参与了 Physical Intelligence 今年早些时候的最新融资轮。","事实上，OpenAI 本身也是 Physical Intelligence 的投资方，所以它不仅是外围参与者；它还是其主要竞争对手最近据称正洽谈收购的公司的利益相关者。","这就引发了疑问：OpenAI 的早期投资是否附带任何信息权利，或在出售给竞争对手时享有优先购买权 —— 这种战略投资者有时会为此类情景协商的保护性条款。","这意味着，如果物理智能确实在发挥作用，OpenAI——已经是股东、已经与Groom关系密切、已经在努力确保在机器人技术上胜过Anthropic——可能比Anthropic更明显地拥有其所有权。我们今天早些时候向OpenAI提出了这些问题，但公司没有回应。","当您通过我们文章中的链接进行购买时，我们可能会赚取一小部分佣金：https://techcrunch.com/techcrunch-affiliate-monetization-standards/。这不会影响我们的编辑独立性。","更快扩展。增长您的投资组合。获取实用经验。不论您的目标是什么，Disrupt都能赋能您。今天最多可节省330美元！","Jack Dorsey 正通过 Buzz 挑战 Slack，这是一款面向团队及其 AI 代理的群聊平台：https://techcrunch.com/2026/07/21/jack-dorsey-is-taking-on-slack-with-buzz-a-group-chat-platform-for-teams-and-their-ai-agents/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/","Light 推出了一款翻盖手机——它色彩丰富且价格低廉：https://techcrunch.com/2026/07/21/light-is-modernizing-the-flip-phone-with-light-flip/ Amanda Silberling：https://techcrunch.com/author/amanda-silberling/","AI 音乐生成器 Suno 数据泄露影响 5,500 万用户，依据 Have I Been Pwned：https://techcrunch.com/2026/07/21/ai-music-generator-suno-breach-affects-55m-users-per-have-i-been-pwned/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/","谷歌正在研发一款新 AI 芯片，以提高 Gemini 的效率：https://techcrunch.com/2026/07/20/google-is-working-on-a-new-ai-chip-designed-to-make-gemini-more-efficient/ Lucas Ropek：https://techcrunch.com/author/lucas-ropek/","法官暂停了价值 1,100 亿美元的派拉蒙-华纳兄弟合并案：https://techcrunch.com/2026/07/20/judge-pauses-110b-paramount-warner-bros-merger/ Aisha Malik：https://techcrunch.com/author/aisha-malik/","可口可乐在其 Fairlife 乳品厂遭受勒索软件攻击后暂停生产：https://techcrunch.com/2026/07/16/coca-cola-suspended-production-at-its-fairlife-dairy-after-a-ransomware-attack/ Zack Whittaker：https://techcrunch.com/author/zack-whittaker/"],"translationStatus":"translated","bodyOrigin":"source-page","editorial":{"summary":"Aioga 编辑摘要：一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。 Aioga 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Intelligence 收购传闻震动 AI 社区 - Aioga AI资讯","description":"一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","url":"https://www.aioga.com/news/cmrvipnu602qmbihb5fgp82bb/"},"en":{"title":"The Anthropic-Physical Intelligence rumor roiling AI Twitter","summary":"Aioga tracks this update from TechCrunch：AI（RSS） under Industry. 一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","category":"Industry","source":"TechCrunch","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"The Anthropic-Physical Intelligence rumor roiling AI Twitter - Aioga AI News","description":"Aioga tracks this update from TechCrunch：AI（RSS） under Industry. 一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","url":"https://www.aioga.com/en/news/cmrvipnu602qmbihb5fgp82bb/"},"ja":{"title":"Anthropic 与 Physical Intelligence 收购传闻震动 AI 社区","summary":"Aiogaは「業界動向」の動きとして、TechCrunch：AI（RSS） からの更新を追跡しています。一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","category":"業界動向","source":"TechCrunch","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Anthropic 与 Physical Intelligence 收购传闻震动 AI 社区 - Aioga AIニュース","description":"Aiogaは「業界動向」の動きとして、TechCrunch：AI（RSS） からの更新を追跡しています。一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","url":"https://www.aioga.com/ja/news/cmrvipnu602qmbihb5fgp82bb/"},"ko":{"title":"Anthropic 与 Physical Intelligence 收购传闻震动 AI 社区","summary":"Aioga는 TechCrunch：AI（RSS）의 업데이트를 업계 동향 흐름으로 추적합니다. 一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","category":"업계 동향","source":"TechCrunch","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Anthropic 与 Physical Intelligence 收购传闻震动 AI 社区 - Aioga AI 뉴스","description":"Aioga는 TechCrunch：AI（RSS）의 업데이트를 업계 동향 흐름으로 추적합니다. 一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","url":"https://www.aioga.com/ko/news/cmrvipnu602qmbihb5fgp82bb/"},"es":{"title":"Anthropic 与 Physical Intelligence 收购传闻震动 AI 社区","summary":"Aioga sigue esta actualización de TechCrunch：AI（RSS） dentro de Industria. 一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","category":"Industria","source":"TechCrunch","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Anthropic 与 Physical Intelligence 收购传闻震动 AI 社区 - Aioga Noticias de IA","description":"Aioga sigue esta actualización de TechCrunch：AI（RSS） dentro de Industria. 一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此...","url":"https://www.aioga.com/es/news/cmrvipnu602qmbihb5fgp82bb/"},"fr":{"title":"Anthropic 与 Physical 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Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","url":"https://www.aioga.com/hi/news/cmrvipnu602qmbihb5fgp82bb/"},"it":{"title":"Anthropic 与 Physical Intelligence 收购传闻震动 AI 社区","summary":"Aioga tracks this update from TechCrunch：AI（RSS） under 行业动态. 一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","category":"行业动态","source":"TechCrunch","aggregationSource":"TechCrunch：AI（RSS）","pageTitle":"Anthropic 与 Physical Intelligence 收购传闻震动 AI 社区 - Aioga Notizie IA","description":"Aioga tracks this update from TechCrunch：AI（RSS） under 行业动态. 一则 Anthropic 可能收购 Physical Intelligence 的传闻在 AI 社区引发热议。该传闻源于 Anthropic 与 OpenAI 在 2026 年激进的收购行动背景。目前双方均未对此传闻作出官方回应。","url":"https://www.aioga.com/it/news/cmrvipnu602qmbihb5fgp82bb/"},"nl":{"title":"Anthropic 与 Physical Intelligence 收购传闻震动 AI 社区","summary":"Aioga tracks this update from TechCrunch：AI（RSS） under 行业动态. 一则 Anthropic 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