晚安咖啡GoodNightCoffee
By: 晚安咖啡
Language: zh-cn
Categories: Leisure, News, Technology
"晚安咖啡" 一杯陪你从清晨到深夜的神奇咖啡。 早晨,来杯清醒提神的商业浓缩, 读懂全球科技脉搏, 创业风云、商业变革, 让你的早安问候都带着点儿专业范。 午间,来杯香醇的娱乐拿铁, 影视剧追踪,明星动态, 让你的话题库永远新鲜, 办公室八卦,从此不用怕。 夜晚,来杯温暖特调, 治愈故事,生活感悟, 让一天的疲惫, 在耳机里慢慢融化。 每一杯咖啡的温度, 都能让你的碎片时间闪闪发光。 洗漱、通勤、午休、健身, 每个平凡时刻, 都能遇见不平凡的分享。 这是一杯, 让你在生活中保持清醒, 但不会让你失眠的咖啡。 你的随身资讯管家, 每天都为你精心冲泡, 一杯又一杯, 不见不散。
Episodes
《晚安咖啡》科技夜话:MiniMax上市暴涨,台积电营收新高,中国申报20万卫星
Jan 10, 2026MiniMax港股首日暴涨109%,募资6.19亿美元,显示市场对AI初创企业热情。
台积电Q4营收创新高,AI需求推动业绩,全年营收增长31.6%。
中国向ITU申请超20万颗卫星,进行低轨大规模布局,直面全球竞争。
马斯克xAI计划投资200亿美元在密西西比州建设大型数据中心。
SpaceX获准新增7500颗星链卫星,总数将达1.5万颗以提升全球网络。
微软测试将Copilot深度整合进Win11资源管理器,强化AI助手渗透。
Meta签署核电协议,到2035年供应6.6吉瓦电力,为AI数据中心供电。
AI驱动存储芯片“超级周期”,价格飙升传导至笔记本、手机等终端。
吉利评估进入美国市场,极氪、领克或为首选,考虑本土化生产。
中国启动外卖平台反垄断调查,美团回应拥护并呼吁回归理性竞争。
Duration: 00:10:08《晚安咖啡》科技夜话(英文版):MiniMax上市暴涨,台积电营收新高,中国申报20万卫星
Jan 10, 2026MiniMax's stock surged 109% on its Hong Kong debut, raising $619M, reflecting strong market interest in AI startups.
TSMC's Q4 revenue hit a record high, driven by AI demand, with full-year revenue growing 31.6%.
China applied to ITU for over 200,000 satellites, marking a large-scale low-orbit layout and global competition.
Musk's xAI plans to invest $20B in a large data center in Mississippi this year.
SpaceX approved to add 7,500 Starlink satellites, totaling 15,000 to enhance global internet service.
Microsoft tests deep integration of Copilot into Windows 11 Explorer, expanding AI assistant capabilities.
...
Duration: 00:09:10《晚安咖啡》科技夜话(英文版):xAI建超算中心,英伟达H200预付款,MiniMax港股上市
Jan 09, 2026xAI invests over $20B to build a data center, boosting computing power to 2GW, aiming to be one of the world's most powerful AI systems.
NVIDIA requires full prepayment from Chinese clients for H200 chips, with orders exceeding $54B, though delivery prospects remain uncertain.
AI firm MiniMax debuts on HKEX with market cap surpassing HK$70B, over 70% of its revenue generated overseas.
TSMC's Q4 revenue exceeds $33B, commences 2nm process mass production, and expands CoWoS advanced packaging capacity.
China's AGIBOT leads global humanoid robot shipments in 2025 with 5,168 units, capturing 39% market share.<...
Duration: 00:10:48《晚安咖啡》科技夜话:xAI建超算中心,英伟达H200预付款,MiniMax港股上市
Jan 09, 2026xAI斥资超200亿美元建数据中心,算力将达2吉瓦,成全球最强AI系统之一。
英伟达要求中国客户全额预付H200芯片订单,总价值超540亿美元,发货前景不明。
大模型企业MiniMax在港上市,市值突破700亿港元,超七成收入来自海外。
台积电Q4营收超330亿美元,2纳米制程量产,CoWoS产能持续扩张。
中国智元机器人2025年出货5168台,占全球39%份额,登顶人形机器人榜首。
美光启动千亿美元DRAM晶圆厂项目,首期投200亿美元,创造近5万就业。
微软计划全球裁员1.1万至2.2万人,约占员工总数5%至10%。
苹果CEO库克2025年总薪酬约7430万美元,大部分为股票奖励。
通用汽车计提71亿美元支出,主要因电动车需求放缓及在华业务重组。
地平线与欧摩威合资公司智驾大陆完成近2亿美元融资,获超10款车型定点。
文字版更新到微信公众号《晚安咖啡GNC》
Duration: 00:10:54《晚安咖啡》科技夜话(英文版):谷歌市值超苹果,特斯拉建2nm厂,Anthropic融资百亿
Jan 08, 2026Alphabet's market value surpassed Apple for the first time since 2019, becoming the world's second largest, highlighting the success of its AI strategy.
Elon Musk announced Tesla will build its own 2nm wafer fab and challenged traditional cleanroom design standards.
AI company Anthropic plans to raise $10 billion in a new funding round, potentially valuing the company at $350 billion.
A judge rejected a motion to dismiss, allowing Musk's lawsuit against OpenAI to proceed to trial over alleged mission deviation.
Chinese AI firm Zhipu listed in Hong Kong, becoming the world's first publicly traded...
Duration: 00:09:37《晚安咖啡》科技夜话:谷歌市值超苹果,特斯拉建2nm厂,Anthropic融资百亿
Jan 08, 2026谷歌母公司Alphabet市值自2019年来首次超越苹果,跃居全球第二,AI战略成效显著。
马斯克宣布特斯拉将自建2纳米晶圆厂,并挑战传统洁净室设计标准。
AI公司Anthropic计划融资100亿美元,估值或达3500亿美元,资金将用于发展。
法官驳回动议,马斯克诉OpenAI案将进入审判,核心争议为是否违背非营利初衷。
中国AI公司智谱在香港上市,成为全球首家以通用大模型为核心业务的上市公司。
三星电子预计季度利润激增近三倍,主要受存储芯片价格上涨推动。
理想汽车调整战略,放缓纯电路线,聚焦增程及混动技术以追求盈利。
英伟达发布新物理AI模型,助力机器人更精准理解与交互物理世界。
京东考虑首次发行点心债券,计划融资约14亿美元以拓展离岸融资渠道。
小米自研芯片“玄戒O1”团队荣获公司2025年度最高“千万技术大奖”。
文字版更新到微信公众号《晚安咖啡GNC》
Duration: 00:11:30《晚安咖啡》科技夜话(英文版):AMD千倍AI芯片,英伟达联想云工厂,特斯拉欧洲遇挫
Jan 07, 2026AMD CEO Lisa Su predicts a 1000-fold increase in AI chip performance within four years, aiming for ubiquitous AI.
NVIDIA and Lenovo announce collaboration on an AI cloud super factory to drastically reduce AI deployment time and support trillion-parameter models.
Tesla's 2025 European sales plummet 27.8% year-on-year, while BYD surpasses Tesla in several key European markets.
NVIDIA reports strong Chinese demand for H200 chips and has submitted an export license application to the U.S. government.
Berkshire Hathaway raises new CEO Greg Abel's annual cash salary to $25 million.
Xiaomi's new SU7...
Duration: 00:10:47《晚安咖啡》科技夜话:AMD千倍AI芯片,英伟达联想云工厂,特斯拉欧洲遇挫
Jan 07, 2026AMD CEO苏姿丰预测未来四年AI芯片性能将提升1000倍,旨在实现无处不在的AI。
英伟达与联想宣布合作推出AI云超级工厂,旨在大幅缩短AI部署时间并支持万亿参数模型。
特斯拉2025年在欧洲市场销量同比暴跌27.8%,而比亚迪在欧洲多国销量已超越特斯拉。
英伟达称中国市场对H200芯片需求强劲,已向美国政府提交出口许可证申请。
伯克希尔-哈撒韦将新任CEO格雷格·阿贝尔的年薪提高至2500万美元。
小米新一代SU7预计4月上市,已开启预订,并在安全与辅助驾驶方面全面升级。
抖音“泛视频类科技研发总部”项目在深圳开工,定位为抖音第二总部。
OPPO确认将realme重新纳入品牌体系,定位为与一加互补的子品牌。
中国平安人寿举牌农业银行H股,持股比例超5%,系基于长期投资价值判断。
澳大利亚博思格钢铁公司拒绝一份价值约88亿美元的主动收购要约。
Duration: 00:12:37《晚安咖啡》科技夜话(英文版):英伟达发布Vera Rubin,AMD预告MI500,高通推骁龙X2 Plus
Jan 06, 2026NVIDIA unveils new AI supercomputing platform Vera Rubin, with 5x AI inference performance boost, now in full production.
AMD previews MI500 processor with 1000x AI performance gain over MI300X, and showcases commercial humanoid robot.
Qualcomm launches Snapdragon X2 Plus PC platform with 80 TOPS AI power, and outlines robotics strategy.
Apple Vision Pro sales plummet, leading to production cuts and over 95% ad spending reduction.
China's Ministry of Commerce announces strengthened export controls on dual-use items to Japan.
AI firm MiniMax's Hong Kong IPO oversubscribed 1209 times, set to list soon.<...
Duration: 00:11:58《晚安咖啡》科技夜话:英伟达发布Vera Rubin,AMD预告MI500,高通推骁龙X2 Plus
Jan 06, 2026英伟达发布新一代AI超算平台Vera Rubin,AI推理性能提升5倍,已全面投产。
AMD预告MI500处理器,AI性能较MI300X提升千倍,并展示商用人形机器人。
高通发布骁龙X2 Plus PC平台,AI算力达80 TOPS,并公布机器人战略。
苹果Vision Pro销量断崖式下滑,苹果缩减生产并削减广告支出。
AI公司MiniMax香港IPO获超额认购1209倍,即将上市。
蔚来第100万台量产车下线,捐赠给量子科技基金会。
小红书内测长文付费功能,探索内容变现新途径。
理想汽车调整产品战略,精简增程车型,聚焦纯电迭代与AI研发。
Duration: 00:11:33《晚安咖啡》科技夜话(英文版):台积电2纳米量产,特斯拉营收下滑,MiniMax赴港IPO
Jan 05, 2026TSMC's 2nm process has entered mass production, with its Kaohsiung fab set to become a leading global cluster.
Tesla's Q4 and full-year 2025 revenue are projected to decline, with BYD surpassing it in pure EV sales for the first time.
Chinese AI firm MiniMax plans an IPO in Hong Kong, aiming to raise approximately HK$4.19 billion.
Foxconn's December revenue surged 31.77% year-on-year, hitting a record high for the month.
OpenAI's ChatGPT App Store underperformed in tests, with many mini-programs experiencing operational issues.
Alibaba's Amap is developing
\"world model\" tech...
Duration: 00:14:47《晚安咖啡》科技夜话:台积电2纳米量产,特斯拉营收下滑,MiniMax赴港IPO
Jan 05, 2026台积电2纳米制程工艺已量产,高雄厂将建成全球领先生产集群。
特斯拉2025年Q4及全年营收预计下滑,比亚迪纯电销量首超特斯拉。
中国AI公司MiniMax计划在香港IPO,预计募集约41.9亿港元。
富士康去年12月营收同比增长31.77%,创历史新高。
OpenAI ChatGPT应用商店实测表现不佳,多款小程序运行不畅。
阿里巴巴高德布局“世界模型”技术,成立具身业务部探索机器人等终端。
字节跳动豆包AI眼镜即将出货,起售价预计低于2000元。
理想汽车合并第一、第二产品线,以提升协同效率。
小鹏汽车产品中心副总裁陈永海已于2025年12月离职。
非洲支付巨头Flutterwave收购开放银行先驱Mono,深化金融生态。
Duration: 00:14:09《晚安咖啡》科技夜话(英文版):Anthropic豪购TPU,联想英伟达合作,月之暗面融资
Jan 04, 2026Anthropic spends $21B on 1 million Google TPUs, challenging NVIDIA's CUDA ecosystem.
Lenovo and NVIDIA confirm new collaboration at CES 2026, focusing on"Agent AI" and hybrid intelligence.
Moonshot AI completes $500M Series C funding, valuation reaches $4.3B, to accelerate K3 model development.
Apple's"Apple Intelligence" undergoes limited testing in China; official launch pending, users warned of risks.
CES 2026 theme is"AI Forward" covering AI appliances, chips, robotics, automotive, and more.
SK Hynix accelerates construction of Yongin semiconductor cluster to meet soaring demand for AI memory like HBM.
Unitree's<...
Duration: 00:13:04《晚安咖啡》科技夜话:Anthropic豪购TPU,联想英伟达合作,月之暗面融资
Jan 04, 2026Anthropic斥资210亿美元采购100万块谷歌TPU,挑战英伟达CUDA生态。
联想与英伟达确认CES 2026公布新合作,聚焦“代理式AI”与混合智能。
月之暗面完成5亿美元C轮融资,估值达43亿美元,将加速K3模型研发。
苹果“Apple智能”功能在华灰度测试,官方称尚未正式上线,提醒用户注意安全。
CES 2026以“AI Forward”为主题,涵盖AI家电、芯片、机器人、汽车等多领域。
SK海力士龙仁半导体基地建设提速,以应对AI存储器尤其是HBM的旺盛需求。
宇树科技A股上市“绿色通道”被叫停,但公司仍计划通过正常流程完成IPO。
上海发布低空经济规划,目标2028年核心产业规模达800亿元。
雷军宣布小米未来五年研发投入将超2000亿元,聚焦芯片、OS、自动驾驶与大模型。
Meta首席科学家承认Llama 4基准测试存在作弊行为,导致团队重组与人员变动。
Duration: 00:12:21《晚安咖啡》科技夜话(英文版):软银重注OpenAI,纳德拉展望AI未来,比亚迪首超特斯拉
Jan 03, 2026SoftBank completes a $22.5B additional investment in OpenAI, with total commitments reaching $41B, all-in on AI.
Microsoft CEO Satya Nadella blogs about AI ‘junk content’ and defines 2026 as a pivotal year for AI.
BYD surpasses Tesla in global pure EV sales for the first time in 2025, selling about 2.26 million units.
Tesla's Q4 2025 deliveries fall 16% YoY, with annual deliveries down about 8.6%, missing expectations.
Apple's A20 chip cost may hit $280, a record high for phone chips, using TSMC's 2nm process.
Chinese LLM firms see IPO and overseas expansion waves, with Zhipu AI a...
Duration: 00:13:19《晚安咖啡》科技夜话:软银重注OpenAI,纳德拉展望AI未来,比亚迪首超特斯拉
Jan 03, 2026软银完成对OpenAI的225亿美元追加投资,总承诺额达410亿美元,全力押注AI。
微软CEO纳德拉发表博客,回应AI垃圾内容争议,并定义2026年为AI关键年。
比亚迪2025年纯电销量首超特斯拉,登顶全球榜首,全年销量约225.67万辆。
特斯拉2025年Q4交付量同比下降16%,全年交付量下滑约8.6%,低于市场预期。
苹果A20芯片成本或达280美元,创手机芯片新高,采用台积电2纳米工艺。
中国大模型企业迎上市出海潮,智谱AI与MiniMax通过港交所聆讯,后者海外收入占73%。
百度AI芯片公司昆仑芯提交港股上市申请,计划2026年初推出新一代M100芯片。
数字人民币App升级2.0版,余额开始计息,并新增国风主题钱包皮肤。
英伟达承认通用GPU时代走向终结,与Groq达成200亿美元战略许可协议。
Netflix以约827亿美元企业价值收购华纳兄弟,整合其工作室与流媒体平台。
Duration: 00:12:49《晚安咖啡》科技夜话(英文版):比亚迪超特斯拉,苹果改发布策略,OpenAI推音频硬件
Jan 02, 2026BYD's 2025 pure EV sales reached 2.25 million, surpassing Tesla for the first time to become global leader.
Apple plans to phase iPhone releases starting 2026, breaking over a decade of simultaneous fall launch tradition.
OpenAI integrates teams to optimize audio models in preparation for its first audio-interaction hardware device.
Baidu plans to spin off its AI chip unit Kunlunxin for a Hong Kong IPO, seeking independent development.
Neuralink announces plans for mass production of brain-computer interface devices and transition to automated surgery in 2026.
Biren Technology's Hong Kong listing debut saw its...
Duration: 00:10:30《晚安咖啡》科技夜话:比亚迪超特斯拉,苹果改发布策略,OpenAI推音频硬件
Jan 02, 2026比亚迪2025年纯电销量达225万辆,首次超越特斯拉成为全球第一。
苹果计划2026年起分阶段发布iPhone,打破十余年秋季同步发布传统。
OpenAI整合团队优化音频模型,为首款音频交互硬件设备做准备。
百度计划分拆AI芯片部门昆仑芯赴港IPO,寻求独立发展。
Neuralink宣布2026年量产脑机接口设备并转向自动化手术。
壁仞科技在港上市首日股价大涨超110%,市值破千亿港元。
SpaceX、OpenAI和Anthropic等科技巨头正积极筹备2026年IPO。
Meta宣布收购AI应用开发商Manus母公司,加速布局AI智能体。
九坤投资开源SOTA代码大模型IQuest-Coder-V1,性能超越GPT-5.2。
Duration: 00:10:17《晚安咖啡》科技夜话(英文版):巴菲特退休,OpenAI造笔,英伟达调策略
Jan 01, 2026Investment legend Warren Buffett officially retires, ending his over half-century leadership of Berkshire Hathaway.
OpenAI may launch its first consumer hardware, a smart pen manufactured by Foxconn, expanding its business boundaries.
NVIDIA adjusts its next-gen GPU launch strategy, delaying the priority of models like the RTX 5070 Ti.
France will ban teens under 16 from major social media to address online risks.
Moonshot AI completes a $500M Series C funding, with its Kimi assistant's cash reserves exceeding 10B RMB.
AI unicorn MiniMax launches its Hong Kong IPO, expecting to list on...
Duration: 00:12:17《晚安咖啡》科技夜话:巴菲特退休,OpenAI造笔,英伟达调策略
Jan 01, 2026投资传奇巴菲特正式退休,结束伯克希尔·哈撒韦超半个世纪的执掌。
OpenAI或推首款消费级硬件智能笔,由富士康代工,拓展业务边界。
英伟达调整下一代显卡发布策略,RTX 5070 Ti等型号优先级被延后。
法国将禁止16岁以下青少年使用主流社交媒体,以应对网络风险。
月之暗面完成5亿美元C轮融资,Kimi智能助手现金储备超百亿。
AI独角兽MiniMax启动港股IPO,预计明年1月9日挂牌上市。
谷歌母公司股价创2009年来最佳,AI业务成核心增长动力。
英伟达投资AI基础设施基金,布局算力底层设施建设。
Neuralink计划大规模生产脑机接口设备并转向自动化手术。
AI需求推高内存芯片成本,2026年消费电子或涨价达20%。
Duration: 00:12:36《晚安咖啡》科技夜话(英文版):软银加注OpenAI,中国汽车销量登顶,英伟达拟购AI21
Dec 31, 2025SoftBank invests an additional $22.5B in OpenAI, raising its stake to 11%.
China's auto sales surpass Japan's in 2025, becoming the world's largest market.
Nvidia plans to acquire AI startup AI21 Labs for approximately $3B.
Tesla announces plans to start production of steering-wheel-free robotaxi CyberCab in early 2026.
Meta acquires AI startup Manus for tens of billions to strengthen AI infrastructure.
U.S. approves Samsung, SK Hynix to export specific chipmaking tools to their China plants.
CXMT's IPO application accepted, aiming to raise 29.5B yuan for advanced DRAM R&D.<...
Duration: 00:11:26《晚安咖啡》科技夜话:软银加注OpenAI,中国汽车销量登顶,英伟达拟购AI21
Dec 31, 2025软银向OpenAI追加投资225亿美元,持股比例升至11%。
2025年中国汽车销量首次超越日本,跃居全球第一。
英伟达计划以约30亿美元收购AI初创公司AI21 Labs。
特斯拉宣布计划在2026年初开始生产无方向盘自动驾驶出租车CyberCab。
Meta以数百亿美元收购AI初创公司Manus,强化AI基础设施。
美政府批准三星、SK海力士向中国工厂出口特定芯片制造设备。
长鑫科技IPO申请获受理,计划募资295亿元研发先进DRAM。
智谱AI与MiniMax加速推进在港上市,有望成港股AI大模型第一股。
小马智行Robotaxi车队规模突破1159辆,提前完成年度目标。
印度GDP超越日本,成为世界第四大经济体。
Duration: 00:11:44《晚安咖啡》科技夜话(英文版):Meta收购Manus,SpaceX创发射纪录,中国车企或登顶
Dec 30, 2025Meta acquires AI startup Manus to strengthen its agent and metaverse technology portfolio.
SpaceX sets a new annual launch record of 170 missions in 2025, with Starlink satellites exceeding 10,000.
Chinese automakers are projected to end Japan's decades-long global sales dominance in 2025.
Nvidia acquires chip company Groq for approximately $20 billion to bolster its AI inference chip capabilities.
TSMC commences mass production of 2nm process technology, preparing for next-gen high-performance chips.
Digital twin platform company 51WORLD lists in Hong Kong, becoming the first stock in the Physical AI sector.
SoftBank invests $4...
Duration: 00:11:40《晚安咖啡》科技夜话:Meta收购Manus,SpaceX创发射纪录,中国车企或登顶
Dec 30, 2025Meta收购AI初创公司Manus,强化智能体与元宇宙技术布局。
SpaceX 2025年发射170次创纪录,星链卫星总数超1万颗。
中国汽车制造商有望在2025年终结日本车企全球销量主导地位。
英伟达以约200亿美元收购芯片公司Groq,加强AI推理芯片实力。
台积电正式开启2纳米制程量产,为下一代高性能芯片做准备。
数字孪生平台公司51WORLD在港上市,成Physical AI领域第一股。
软银斥资40亿美元收购数据中心公司DigitalBridge,加码数字基建。
特斯拉在华启动机器人出租车工程师紧急招聘,为业务入华做准备。
中国在人形机器人产业化进程领先,拥有专利与应用场景优势。
SpaceX与OpenAI酝酿巨额IPO,涉及金额或达1.5万亿美元。
Duration: 00:12:14《晚安咖啡》科技夜话(英文版):台积电2纳米量产,字节采购昇腾芯片,小米林斌减持
Dec 29, 2025TSMC commenced mass production of its 2nm process as scheduled, offering significant performance and power efficiency improvements, with Apple as a key customer.
ByteDance plans to purchase over 40 billion yuan worth of Huawei Ascend AI chips in 2026 to address surging computing power demands.
Xiaomi co-founder Lin Bin plans to sell up to $2 billion in shares over four years, with proceeds earmarked for establishing an investment fund.
SoftBank is in advanced talks to acquire DigitalBridge, aiming to strengthen its strategic position in AI-driven digital infrastructure.
South Korea's Coupang will pay $118 million in...
Duration: 00:14:32《晚安咖啡》科技夜话:台积电2纳米量产,字节采购昇腾芯片,小米林斌减持
Dec 29, 2025台积电2纳米制程如期量产,性能功耗显著提升,苹果为主要客户。
字节跳动计划2026年向华为采购超400亿元昇腾AI芯片,应对算力需求。
小米联合创始人林斌计划四年内减持不超过20亿美元股份,用于成立基金。
软银拟收购数字基础设施公司DigitalBridge,强化AI战略布局。
韩国Coupang因数据泄露赔偿1.18亿美元,涉及近3370万用户。
OpenAI招聘“准备主管”应对AI潜在风险,年薪高达55.5万美元。
一汽集团投资37.44亿元入股零跑汽车,成为其战略股东。
Waymo自动驾驶出租车在伦敦启动测试,目前由安全员手动驾驶。
腾讯AI Lab副主任俞栋离职,引发对腾讯AI战略调整关注。
广州海珠区成立全国首个区级人工智能发展局,系统推进AI+行动。
Duration: 00:13:43《晚安咖啡》科技夜话(英文版):OpenAI万亿估值,巴菲特卸任,2纳米芯片竞争
Dec 28, 2025OpenAI reaches a $1 trillion valuation, but continued loss of core founding team raises concerns.
Investment guru Warren Buffett will step down as CEO of Berkshire Hathaway by year-end.
Apple, Qualcomm, and MediaTek plan to release 2nm process chips around the same time, starting a new round of competition.
Nvidia restructures its cloud computing team, exiting direct competition with Amazon AWS.
The U.S. government postpones some key tariffs on Chinese semiconductors until 2027.
Waymo's self-driving taxis experience a system failure in San Francisco, raising safety concerns.
Chinese company...
Duration: 00:11:46《晚安咖啡》科技夜话:OpenAI万亿估值,巴菲特卸任,2纳米芯片竞争
Dec 28, 2025OpenAI达万亿美元估值,但核心创始团队持续流失引关注。
投资大师沃伦·巴菲特将于年底卸任伯克希尔·哈撒韦CEO。
苹果、高通、联发科计划同期发布2纳米制程芯片,开启新一轮竞争。
英伟达重组云计算团队,退出与亚马逊AWS的直接竞争。
美国政府推迟对华部分半导体关税至2027年实施。
Waymo自动驾驶出租车在旧金山出现系统故障,引发安全性质疑。
中国公司深度求索的DeepSeek模型论文登《自然》,Meta AGI进展滞后。
华为鸿蒙系统将AI置于核心,旨在重塑数字世界交互逻辑。
贵州茅台计划到2026年改革渠道,不再采用传统分销模式。
蔚能完成近十亿元C轮融资,持续投入电池资产管理业务。
Duration: 00:12:37《晚安咖啡》科技夜话(英文版):英伟达重组云业务,X图片AI引争议,华为悬赏存储技术
Dec 27, 2025NVIDIA is rumored to acquire AI chip startup Groq for $140B and restructures its cloud service team, abandoning direct competition with AWS and Microsoft.
X platform launched an AI feature allowing one-click modification of public images, sparking global artist protests over intellectual property infringement.
Huawei established a 3 million RMB global bounty to solicit breakthrough storage technology solutions for the AI era, addressing data explosion challenges.
China's MIIT established a humanoid robot standardization committee to promote industry规范化 and enhance international competitiveness.
Google plans to allow users to modify the prefix of their Gmail...
Duration: 00:11:04《晚安咖啡》科技夜话:英伟达重组云业务,X图片AI引争议,华为悬赏存储技术
Dec 27, 2025英伟达被传1400亿美元收购AI芯片公司Groq,同时重组云服务团队,放弃与亚马逊、微软直接竞争。
X平台推出AI一键修改公开图片功能,引发全球艺术家强烈抗议,被指侵犯知识产权。
华为设立300万元全球悬赏,征集AI时代存储技术突破方案,以应对数据激增挑战。
工信部成立人形机器人标准化技术委员会,推动产业规范发展,提升国际竞争力。
谷歌计划允许用户修改Gmail邮箱地址前缀,提供更大灵活性,无需更换整个账户。
闻泰科技或启动国际仲裁,就安世半导体控制权争议索赔80亿美元,引发行业关注。
优信集团获5000万美元战略融资,投资方包括蔚来资本,将用于二手车核心业务发展。
霸王茶姬美股股价暴跌超14%,创上市以来新低,具体原因尚未披露。
川崎重工因数据造假被禁参与日本公共工程招标三个月,涉及金属板材耐火数据篡改。
Duration: 00:12:23《晚安咖啡》科技夜话(英文版):马斯克财富激增,三星量产HBM4,特斯拉机器人突破
Dec 26, 2025Elon Musk's personal wealth increased by over $100 billion in 2025, solidifying his position as the world's richest person.
Samsung Electronics will begin mass production of the next-generation AI-critical HBM4 memory chips in February next year.
Tesla's robot is reported to have passed a physical Turing test, a key step towards embodied AI.
Tesla's Q4 deliveries are expected to decline both year-on-year and quarter-on-quarter, potentially falling below 440,000 units.
Lenovo plans to launch a Super AI Agent to compete with Doubao, accelerating its expansion into AI software.
ByteDance's Volcano Engine has become...
Duration: 00:10:00《晚安咖啡》科技夜话:马斯克财富激增,三星量产HBM4,特斯拉机器人突破
Dec 26, 2025马斯克2025年个人财富增长超千亿美元,稳居全球首富。
三星电子将于明年二月开始大规模生产新一代AI关键内存HBM4芯片。
特斯拉机器人据称通过物理图灵测试,AI向具身智能迈出关键一步。
特斯拉Q4交付量预计同比环比双降,可能低于44万辆。
联想计划推出超级AI智能体,与豆包等竞争,加速向AI软件拓展。
字节跳动火山引擎成为2025年央视春晚AI独家冠名合作伙伴。
谷歌解雇一名采购高管,因未能为公司抢购到足够存储芯片。
上交所细化商业火箭企业科创板上市标准,支持硬科技企业。
清华大学开源TurboDiffusion视频生成模型,2秒即可生成短视频。
我国高铁运营里程已突破5万公里,继续位居世界首位。
Duration: 00:11:14《晚安咖啡》科技夜话(英文版):英伟达拟购Groq,OpenAI或推广告,豆包日活破亿
Dec 25, 2025Nvidia plans to acquire AI chip startup Groq for about $20 billion to consolidate its AI leadership.
OpenAI is considering introducing ads in ChatGPT to explore diversified revenue streams.
ByteDance's AI assistant Doubao surpasses 100 million daily active users with minimal promotion costs.
Li Auto's second product line president Zhang Xiao is leaving, who oversaw key projects like the i8.
JD.com announces year-end bonus plan, with procurement/sales staff averaging 25 months' salary in annual cash income.
Tesla states that future cars without autonomous driving will be uncompetitive, emphasizing the key...
Duration: 00:08:32《晚安咖啡》科技夜话:英伟达拟购Groq,OpenAI或推广告,豆包日活破亿
Dec 25, 2025英伟达计划以约200亿美元收购AI芯片初创公司Groq,以巩固其AI领导地位。
OpenAI正考虑在ChatGPT中引入广告,探索多元化收入来源。
字节跳动AI助手豆包日活跃用户数突破1亿,成为其推广投入最少达此里程碑的产品。
理想汽车第二产品线总裁张骁将离职,其负责i8项目等关键业务。
京东发布年终奖计划,采销员工年度现金收入平均可达25薪。
特斯拉称未来不具备自动驾驶能力的汽车将失去竞争力,强调智能化关键作用。
优必选拟以约16.65亿元收购锋龙股份43%股权,将成为控股股东。
马斯克预测美国GDP有望短期翻番,并称当前环境下储蓄“毫无意义”。
苹果CEO库克个人出资近300万美元增持耐克股票,显示对其前景看好。
AI市场正分化为基础模型制造商与应用变现者两大阵营,产业格局日趋复杂。
Duration: 00:10:50《晚安咖啡》科技夜话(英文版):字节豆包日活破亿,微软拟淘汰C/C++代码,阿里大规模采购AMD芯片
Dec 24, 2025ByteDance's Doubao surpasses 100 million daily active users; Volcengine named exclusive AI cloud partner for 2026 CCTV Spring Festival Gala
Microsoft plans to phase out C/C++ code by 2030, reconstructing core technology using Rust and AI
Alibaba plans massive procurement of AMD AI chips, aiming to challenge Nvidia's market dominance
SMIC issues price hike notice due to capacity constraints; prices for some products to rise by approximately 10%
Yu Minhong appoints new leader for Oriental Selection; New Oriental veteran Sun Jin named Executive President
US confirms postponement of additional tariffs on Chinese semiconductors until June 2027
Kuaishou...
《晚安咖啡》科技夜话:字节豆包日活破亿,微软拟淘汰C/C++代码,阿里大规模采购AMD芯片
Dec 24, 2025字节跳动豆包日活突破1亿,火山引擎成为2026年央视春晚独家AI云合作伙伴
微软计划2030年前彻底淘汰C/C++代码,利用Rust和AI重构底层技术
阿里巴巴拟大规模采购AMD AI芯片,旨在挑战英伟达市场主导地位
中芯国际因产能紧张发出涨价函,部分产品价格将上调约10%
俞敏洪敲定东方甄选新帅,新东方老将孙进出任执行总裁
美国确认将针对中国半导体的额外关税推迟至2027年6月实施
快手平台遭遇大规模黑灰产自动化攻击,暴露AI时代防御体系漏洞
《晚安咖啡》科技夜话:美军引入Grok,L3级自动驾驶落地,春晚AI合作
Dec 23, 2025美国国防部与马斯克旗下xAI合作,将Grok模型引入军方及政府系统。
北京市发放首批L3级自动驾驶专用号牌,指定高速路段可开启自动驾驶。
字节跳动火山引擎成为2025年央视春晚AI独家合作伙伴,豆包将亮相。
钉钉发布首个AI工作智能操作系统Agent OS,构建智能化工作平台。
智谱正式开源新一代旗舰大模型GLM-4.7,推动技术开放与普及。
吉利汽车完成与极氪品牌合并,优化新能源领域战略布局。
诺和诺德口服减肥药获FDA批准,股价盘后大涨超6%。
大疆回应美方限制措施,称产品服务于民用并遵守国际规则。
智元机器人预计年销售收入超10亿元,人形机器人商业化提速。
快手系统遭黑灰产攻击,已报警并紧急修复。
Duration: 00:11:53《晚安咖啡》科技夜话(英文版):美军引入Grok,L3级自动驾驶落地,春晚AI合作
Dec 23, 2025The U.S. Department of Defense partners with Musk's xAI to integrate the Grok model into military and government systems.
Beijing issues the first batch of specialized license plates for L3 conditional autonomous driving on designated highways.
ByteDance's Volcano Engine becomes the exclusive AI partner for the 2025 CCTV Spring Festival Gala, with Doubao set to appear.
DingTalk launches its first AI-powered work OS, Agent OS, to build an intelligent collaborative platform.
Zhipu open-sources its new flagship model GLM-4.7, promoting open access and widespread adoption of AI technology.
Geely Auto...
Duration: 00:11:38《晚安咖啡》科技夜话(英文版):MiniMax过聆讯,三星推2nm芯片,AI引裁员潮
Dec 22, 2025AI company MiniMax passed the Hong Kong stock exchange hearing, a key step towards listing on the main board.
Samsung unveiled the world's first 2nm smartphone chip, expected to be used in next year's flagship models.
AI impact triggers a new wave of layoffs in the US tech industry, with giants like Amazon and Microsoft cutting over 50,000 jobs this year.
Huawei smartphones recently regained the top sales spot in the Chinese market, surpassing Apple.
Uber partners with Baidu to launch a pilot for autonomous taxis in London in 2026.
Biren...
Duration: 00:10:35《晚安咖啡》科技夜话:MiniMax过聆讯,三星推2nm芯片,AI引裁员潮
Dec 22, 2025AI公司MiniMax通过港交所上市聆讯,向港股主板上市迈出关键一步。
三星发布全球首款2纳米智能手机芯片,预计将用于明年旗舰机型。
AI冲击引发美国科技业裁员潮,亚马逊微软等巨头今年已裁超5万岗位。
华为手机近期在中国市场销量超越苹果,重夺榜首。
Uber与百度合作,计划2026年在伦敦推出自动驾驶出租车试点。
壁仞科技启动公开招股,发行价区间为每股17.00至19.60港元。
苹果公司表态将持续加大在中国市场的供应链与研发投入。
OpenAI算力利润率显著增长至70%,反映运营效率提升。
Anthropic推出企业AI“智能体技能”并开放技术标准,挑战OpenAI。
旧金山停电导致Waymo自动驾驶出租车服务集体停运。
Duration: 00:11:16《晚安咖啡》科技夜话(英文版):存储缺芯潮,AI引发裁员,马斯克身家破7千亿
Dec 21, 2025The global memory chip market is forecast for its worst-ever shortage in 2026, driven by AI demand for HBM.
Over 100,000 employees were laid off in 2025 due to AI efficiency gains, impacting tech giants like Amazon and Microsoft.
Elon Musk's net worth soared to $749 billion, making him the world's first $700B billionaire after his Tesla pay package was restored.
China's first L3 autonomous driving license plate was issued to Changan Auto, marking L3 autonomous driving's commercialization.
Apple promoted a Fudan alum to lead foundation model R&D, recruiting ex-Google talent to accelerate generative...
Duration: 00:14:49《晚安咖啡》科技夜话:存储缺芯潮,AI引发裁员,马斯克身家破7千亿
Dec 21, 2025全球存储芯片2026年恐现史上最严重短缺,AI需求挤占传统产能。
2025年逾10万员工因AI效率提升被裁,亚马逊、微软等巨头受影响。
马斯克净资产达7490亿美元,成全球首位超7000亿富豪,因特斯拉薪酬方案恢复。
摩尔线程发布“花港”GPU架构,宣称AI算力超越英伟达Hopper,挑战其生态。
中国首块L3自动驾驶专用号牌颁发长安汽车,标志L3自动驾驶合规商用。
苹果提拔复旦校友主管基础模型,引入大量谷歌人才,加速布局生成式AI。
西班牙组织起诉谷歌涉嫌收集3700万用户敏感数据,侵犯隐私权。
比亚迪上线家庭充电桩共享服务,实现社区车主互助充电,盘活资源。
飒智智能获数亿元融资,具身智能机器人批量落地,加速工业应用。
OpenAI转变策略,主动“自爆黑料”,旨在提升透明度和公众信任。
Duration: 00:15:37《晚安咖啡》科技夜话(英文版):马斯克薪酬案胜诉,智谱冲刺IPO,英伟达投英特尔
Dec 20, 2025Tesla's Musk wins appeal on $56 billion pay package, payout contingent on future performance.
Zhipu AI files for IPO in Hong Kong, aiming to become the first major large model company globally.
Nvidia's $5 billion investment in rival Intel approved for joint development of a revolutionary chip.
SoftBank sells all Nvidia shares to raise $22.5 billion, reportedly to support OpenAI.
Xiaomi Auto obtains L3 autonomous driving road test license, a key step in smart driving.
US government initiates review of Nvidia's AI chip sales to China, assessing national security risks.
...
Duration: 00:10:52《晚安咖啡》科技夜话:马斯克薪酬案胜诉,智谱冲刺IPO,英伟达投英特尔
Dec 20, 2025特斯拉马斯克560亿美元薪酬协议上诉获胜,能否兑现取决于公司未来表现。
智谱AI向港交所递交IPO招股书,全力冲刺全球大模型第一股。
英伟达获批向竞争对手英特尔投资50亿美元,共同开发革命性芯片。
软银清仓英伟达股份,筹集225亿美元资金以支持OpenAI。
小米汽车获得L3级自动驾驶道路测试牌照,智能驾驶迈出关键一步。
美国政府启动对英伟达向中国销售AI芯片的审查,评估国家安全风险。
谷歌大举回聘前员工,以加强其人工智能团队实力应对人才竞争。
Meta计划2026年推出全新图像与视频生成大模型,加速AIGC布局。
拼多多陈磊回应Temu调查传言,强调合规经营是公司坚守底线。
顺丰速运退出抖音电商退货业务,调整基于自身战略与成本考量。
Duration: 00:11:56《晚安咖啡》科技夜话(英文版):美AI创世纪计划,OpenAI千亿融资,苹果税日本下调
Dec 19, 2025The U.S. White House, along with 24 tech companies including Microsoft and Google, signed the"Genesis Plan" to accelerate AI foundational research.
OpenAI is negotiating a funding round of up to $100 billion, setting a new private financing record in preparation for its IPO.
Apple announced a reduction in App Store commission fees in the Japanese market, the third among its top four global markets to see such a cut.
OpenAI released its latest code generation model, GPT-5.2-Codex, enhancing programming assistance capabilities.
Tesla emphasized that vehicle safety relies on structural design...
Duration: 00:10:32《晚安咖啡》科技夜话:美AI创世纪计划,OpenAI千亿融资,苹果税日本下调
Dec 19, 2025美国白宫联合微软、谷歌等24家科技公司签署“创世纪计划”,加速AI基础研究。
OpenAI正进行高达1000亿美元的融资谈判,为IPO做准备,创私募融资纪录。
苹果宣布降低日本市场的App Store佣金,成为全球前四大市场中第三个降费地区。
OpenAI发布最新代码生成模型GPT-5.2-Codex,提升编程辅助能力。
特斯拉强调汽车安全核心在于结构设计,而非盲目增加车重。
拼多多任命联合创始人赵佳臻为联席董事长,优化公司治理架构。
北京人形机器人创新中心开源具身视觉语言动作大模型XR-1。
腾讯调整大模型业务架构,任命姚顺雨负责并向总裁刘炽平汇报。
美国政府启动对英伟达向中国销售AI芯片的审查。
日本央行宣布加息25个基点,利率达三十年来最高水平。
Duration: 00:11:12《晚安咖啡》科技夜话(英文版):SpaceX将上市,腾讯重组AI部门
Dec 18, 2025SpaceX enters IPO quiet period, plans to go public next year, potentially one of the largest IPOs in recent years.
Tencent establishes AI Infra department and appoints Chief AI Scientist to strengthen foundational model infrastructure R&D.
Xiaomi's large language model ranks first in code generation among open-source models, with overall strength in the top tier.
Zhipu passes HKEX hearing, set to become the first foundational model company listed on the Hong Kong stock market.
Waymo plans to raise over $15 billion, with a potential valuation nearing $100 billion to expand its autonomous...
Duration: 00:10:04《晚安咖啡》科技夜话:SpaceX将上市,腾讯重组AI部门
Dec 18, 2025SpaceX进入IPO静默期,计划明年上市,或成近年最大规模IPO之一。
腾讯成立AI Infra部门并任命首席AI科学家,强化大模型基础设施研发。
小米大语言模型代码能力位列开源模型首位,综合实力进入第一梯队。
智谱通过港交所聆讯,将成为港股首家基座大模型上市公司。
Waymo计划融资超150亿美元,估值或达千亿美元以扩张自动驾驶业务。
OpenAI推出ChatGPT应用目录,向集成第三方服务的平台化方向演进。
马斯克称无自动驾驶能力的燃油车将淘汰,智能化是未来竞争核心。
BP六年内迎来第四任CEO,领导层更迭引关注。
AI支出担忧蔓延至亚洲,日本科技股下跌,软银领跌。
Duration: 00:10:54《晚安咖啡》科技夜话:特斯拉市值破纪录,MetaX股价飙升,苹果自研AI芯片
Dec 17, 2025特斯拉自动驾驶技术突破,市值突破1.6万亿美元创历史新高。
中国芯片公司MetaX科创板上市首日股价暴涨近700%,市场关注度高。
苹果与博通合作开发首款AI服务器芯片,强化基础设施自主可控。
英伟达宣布开源大语言模型,战略布局从硬件向应用生态延伸。
OpenAI发布“科学探索者”AI科研基准,揭示当前模型与真实科研能力差距。
OpenAI高层人事密集变动,任命谷歌前高管为首席产品官。
腾讯大模型团队架构调整,引入前OpenAI研究员姚顺雨。
OpenAI在ChatGPT中全面推出新图像模型,推进多模态AI普及。
亚马逊在卢森堡欧洲总部裁员约370人,优化欧洲业务结构。
X公司起诉Operation Bluebird组织商标侵权,保护Twitter品牌资产。
Duration: 00:11:51《晚安咖啡》科技夜话(英文版):特斯拉市值破纪录,MetaX股价飙升,苹果自研AI芯片
Dec 17, 2025Tesla's breakthrough in autonomous driving technology pushes its market cap past $1.6 trillion to a record high.
Chinese chip firm MetaX's stock soars nearly 700% on its first day of trading on the STAR Market.
Apple collaborates with Broadcom on its first in-house AI server chip to strengthen infrastructure control.
NVIDIA announces open-sourcing a new large language model, extending its strategy from hardware to the application ecosystem.
OpenAI releases the"Science Explorer" benchmark, highlighting gaps between current AI models and real scientific research capabilities.
OpenAI undergoes executive changes, appointing a former...
Duration: 00:10:19《晚安咖啡》科技夜话(英文版):欧盟放宽燃油车禁令,英伟达发布新AI模型,特斯拉测试无人Robotaxi
Dec 16, 2025The EU plans to relax its landmark 2035 ban on new petrol and diesel car sales, adjusting zero-emission targets.
NVIDIA released the Nemotron 3 series of open AI models in three sizes under an open license.
Tesla began testing driverless Robotaxis in Austin, marking a step toward fully autonomous ride-hailing services.
Huawei's terminal company underwent personnel changes, with Yu Chengdong taking over as chairman.
Apple is collaborating with Broadcom to develop its first in-house AI server chip
\"Baltra,\" expected in 2027.
Biren Technology completed overseas listing filing, planning a Hong...
Duration: 00:09:05《晚安咖啡》科技夜话:欧盟放宽燃油车禁令,英伟达发布新AI模型,特斯拉测试无人Robotaxi
Dec 16, 2025欧盟拟放宽原定2035年实施的燃油车销售禁令,调整零排放目标。
英伟达发布Nemotron 3系列开放AI模型,含三种规模,遵循开放许可。
特斯拉在奥斯汀启动无人驾驶Robotaxi测试,向完全自动驾驶服务迈步。
华为终端有限公司人事变动,余承东接任董事长,多位原董事卸任。
苹果与博通合作开发自研AI服务器芯片“Baltra”,预计2027年部署。
壁仞科技完成境外发行上市备案,计划赴港IPO,推进融资与研发。
激光雷达制造商Luminar申请破产保护,业务扩张遇挫,财务压力加剧。
甲骨文签署价值1500亿美元数据中心租赁协议,扩张云基础设施。
SpaceX启动投行竞标程序,为潜在IPO遴选承销商,迈出关键一步。
数字孪生平台51WORLD向港交所递交上市申请,计划成为Physical AI第一股。
Duration: 00:09:43《晚安咖啡》科技夜话(英文版):迪士尼联OpenAI,SpaceX估值飙升,中国L3自动驾驶落地
Dec 15, 2025Disney partners with OpenAI in a $1B deal to integrate its IP with Sora for content creation.
SpaceX's valuation soars to ~$800B, reflecting strong market confidence in its space and Starlink businesses.
China approves first batch of L3 autonomous driving models, including BYD Yangwang U8, marking a key commercialization step.
Oracle signs $150B data center lease agreements to expand its cloud infrastructure capacity.
Samsung's HBM shipments expected to triple next year amid soaring AI-driven demand.
China's first fully implanted wireless BCI system completes initial trial, enabling paralyzed patient to...
Duration: 00:11:00《晚安咖啡》科技夜话:迪士尼联OpenAI,SpaceX估值飙升,中国L3自动驾驶落地
Dec 15, 2025迪士尼与OpenAI达成10亿美元合作,将结合旗下IP与Sora模型革新内容创作。
SpaceX估值飙升至约8000亿美元,市场持续看好其商业航天与星链业务前景。
中国首批L3级自动驾驶准入车型公布,包括比亚迪仰望U8等多款车型正式获批。
甲骨文签署1500亿美元数据中心租赁协议,加速云计算基础设施扩张。
三星电子HBM出货量预计明年增三倍,以应对AI浪潮带来的强劲需求。
中国研发首款“三全”脑机接口系统完成首例临床试验,助力瘫痪患者意念控臂。
iRobot申请破产重组,中国杉川公司获得控制权,品牌所有权发生根本转变。
SpaceX启动IPO承销商竞标程序,为未来公开上市进行关键筹备。
美团暂停旗下电商业务团好货运营,战略收缩以聚焦核心本地生活服务。
格力电器董明珠重申坚持不使用铝代铜技术,强调质量优先于成本。
Duration: 00:12:37《晚安咖啡》科技夜话:Meta转向AI,SpaceX拟IPO,AI投资激增
Dec 14, 2025Meta正从巨额亏损的元宇宙转向AI主导发展,大幅削减元宇宙预算,计划2026年发布“Avocado”大模型。
SpaceX计划2026年IPO,目标估值1.5万亿美元,有望使埃隆·马斯克成为全球首位万亿美元富豪。
90%企业计划2026年增加AI支出,投资正从实验性转向生产级部署,预示AI将是企业增长关键。
SK海力士预计通用DRAM内存供应紧张将持续到2028年,但其高端HBM和AI存储产品产能将获扩张。
为争夺顶尖AI人才,OpenAI取消员工股权归属等待期,以应对日益激烈的人才战。
OpenAI开源0.4B参数的电路稀疏AI模型,旨在通过提升可解释性来解决大型模型“黑箱”问题。
谷歌联合创始人谢尔盖·布林反思公司AI策略过于谨慎,导致错失关键机遇。
甲骨文股价大跌超四成,引发市场对人工智能过度基建风险的广泛关注。
OpenAI的GPT-5.2模型遭遇用户差评,普遍反映其输出内容“降智”、缺乏创造性且审查过度。
国家市场监督管理总局发布汽车行业价格行为合规指南征求意见稿,明确禁止汽车销售亏本行为。
Duration: 00:14:59《晚安咖啡》科技夜话(英文版):Meta转向AI,SpaceX拟IPO,AI投资激增
Dec 14, 2025Meta is shifting from its heavily loss-making metaverse focus to AI-led development, significantly cutting metaverse budgets and planning to launch the “Avocado” large model in 2026.
SpaceX plans an IPO in 2026 with a target valuation of $1.5 trillion, potentially making Elon Musk the world's first trillionaire.
90% of enterprises plan to increase AI spending in 2026, shifting investments from experimental projects to production-level deployment, signaling AI as a key driver for business growth.
SK Hynix anticipates general DRAM memory supply shortages until 2028, but expects expanded capacity for its high-end HBM and AI storage products.
To attr...
Duration: 00:08:18《晚安咖啡》科技夜话(英文版):马斯克万亿富翁在望, GPT-5.2 API万亿Tokens
Dec 13, 2025SpaceX valuation soars, Elon Musk set to become the world's first trillionaire.
SpaceX internal trade values company at $800B, solidifying its commercial space leadership.
OpenAI's GPT-5.2 API processes trillions of tokens on day one, showing strong market demand.
Nvidia considers increasing H200 production due to higher-than-expected demand from China.
White House pushes for a unified federal AI regulatory framework, sparking debate.
Alibaba's Zhou Jingren becomes partner; Tongyi Lab strengthens AI strategy.
Unitree Robotics launches humanoid robot app store, building an ecosystem.
Douyin Pay enters offline...
Duration: 00:08:31《晚安咖啡》科技夜话:马斯克万亿富翁在望, GPT-5.2 API万亿Tokens, Nvidia中国需求超预期
Dec 13, 2025SpaceX估值飙升,马斯克有望成全球首位万亿富翁。
SpaceX内部交易估值8000亿,巩固商业航天地位。
OpenAI GPT-5.2 API首日处理万亿Tokens,市场需求强劲。
英伟达H200因中国需求超预期,考虑增产。
白宫推动联邦AI监管架构,引发争议。
阿里周靖人成合伙人,通义实验室强化AI布局。
宇树科技发布人形机器人应用商店,构建生态。
抖音“买单”进军线下支付,挑战支付宝微信。
市场监管总局规范汽车行业价格,比亚迪北汽支持。
纳斯达克100指数调整,六进六出反映市场动态。
Duration: 00:10:35《晚安咖啡》科技夜话:迪士尼联姻OpenAI,SpaceX万亿IPO,中芯5纳米量产
Dec 12, 2025迪士尼向OpenAI投资10亿美元并授权角色,用户可用Sora生成迪士尼角色视频。
SpaceX寻求以1.5万亿美元估值进行IPO,创历史纪录,资金将用于星链和太空数据中心。
中芯国际实现5纳米N+3工艺量产,华为麒麟9030芯片采用该技术,突破EUV设备限制。
特朗普签署行政命令,建立统一联邦AI法规,取代各州分散监管,旨在保持美国AI领导地位。
OpenAI发布GPT-5.2模型,宣称在智能体编码等任务上超越人类专家水平。
《时代》周刊将2025年度人物授予“AI缔造者”,标志“思考机器时代”开启。
中国AI公司MiniMax和智谱计划明年1月在港IPO,获阿里腾讯投资,被视为OpenAI竞争对手。
华为手机重夺中国市场第一,Mate 80系列热销带动份额连续两周超越苹果。
京东工业在港上市,成为中国工业供应链技术与服务第一股,加速产业数字化。
小鹏CEO何小鹏与智驾团队打赌,2026年VLA若达特斯拉FSD水平将在硅谷建食堂。
Duration: 00:13:24《晚安咖啡》科技夜话(英文版):迪士尼联姻OpenAI,SpaceX万亿IPO,中芯5纳米量产
Dec 12, 2025Disney invests $1B in OpenAI and licenses characters, allowing users to generate Disney character videos with Sora.
SpaceX seeks a $1.5 trillion valuation IPO, a historic record, with funds for Starlink and space data centers.
SMIC achieves mass production of 5nm N+3 process, used in Huawei's Kirin 9030 chip, breaking through EUV equipment limitations.
Trump signs executive order to establish unified federal AI regulations, replacing state-level rules to maintain US AI leadership.
OpenAI releases GPT-5.2, claiming it surpasses human experts in agent coding and specialized tasks.
Time Magazine names"AI Builders"...
Duration: 00:09:11《晚安咖啡》科技夜话(英文版):GPT-5.2传闻,SpaceX拟IPO,华为重夺第一
Dec 11, 2025Rumors suggest OpenAI may release GPT-5.2 tonight to compete with Google's Gemini 3.
SpaceX is considering an IPO in 2026, potentially valued at $1.5 trillion, which could double Musk's wealth.
Huawei has regained the top spot in China's smartphone market for two consecutive weeks since the launch of the Mate 80 series.
Chinese authorities urgently assessed domestic tech companies' procurement intentions for NVIDIA's H200 chips.
Tech giants are exploring the development of"space data centers" to address ground-based computing bottlenecks.
Alibaba Cloud CTO Zhou Jingren officially became an Alibaba partner, the first expansion...
Duration: 00:10:05《晚安咖啡》科技夜话:GPT-5.2传闻,SpaceX拟IPO,华为重夺第一
Dec 11, 2025传闻OpenAI或于今晚发布GPT-5.2,以应对谷歌Gemini 3的竞争。
SpaceX考虑2026年IPO,估值或达1.5万亿美元,马斯克财富或翻倍。
华为Mate 80系列发售以来,已连续两周超越苹果,重夺中国市场份额第一。
中国相关部门紧急评估企业对英伟达H200芯片的采购意向。
科技巨头探索开发“太空数据中心”,以应对地面算力瓶颈。
阿里云CTO周靖人正式成为阿里巴巴合伙人,系团队缩编后首次扩容。
SK海力士考虑在美上市,HBM需求激增,已售罄2026年供应。
英特尔接近敲定对AI芯片初创公司SambaNova Systems的收购。
速腾聚创起诉灵明光子,涉激光雷达SPAD芯片技术秘密与专利侵权。
Duration: 00:11:06《晚安咖啡》科技夜话(英文版):AI Agent标准,亚马逊微软巨额投资印度,苹果折叠屏订单超预期
Dec 10, 2025OpenAI, Anthropic, etc., formed AAIF to promote AI agent interoperability standards, gaining support from tech giants.
Alibaba's Qianwen App monthly active users exceeded 30 million, offering new free AI office/learning features and establishing a C-end business group.
Amazon plans to invest an additional $35B+ in India by 2030, with Microsoft investing $17.5B over four years, focusing on AI and logistics.
Apple ordered 22 million foldable display panels for its iPhone Fold, expected in 2026, showing strong market confidence.
Jensen Huang warned that fragmented state AI regulations threaten US development, calling for unified federal oversight.<...
Duration: 00:11:02Agent标准,亚马逊微软巨额投资印度,苹果折叠屏订单超预期
Dec 10, 2025Open AI、Anthropic等成立AAIF,推动AI代理互操作性标准,获巨头支持。
阿里千问App月活破3千万,免费开放AI办公学习新功能,成立C端事业群。
亚马逊拟在2030年前向印度追加350亿美元,微软四年内投资175亿美元,聚焦AI和物流。
苹果预订2200万块折叠屏面板,预计2026年发布,看好iPhone Fold市场。
黄仁勋警告美国各州AI法规碎片化威胁发展,呼吁联邦统一监管。
SpaceX计划2026年IPO,目标筹集逾300亿美元,估值或达1.5万亿美元。
阿里云CTO周靖人晋升阿里巴巴合伙人,因通义模型领先获肯定。
大众与小鹏合作车型“与众07”月底落地,大众在华新能源研发模式转型。
2026年全球人形机器人出货量预计突破5万台,增长超700%,迈向商用化。
Duration: 00:10:41《晚安咖啡》科技夜话:欧盟调查谷歌AI,英伟达获准对华售芯,ChatGPT用户破8亿
Dec 09, 2025欧盟正式对谷歌发起反垄断调查,重点关注其AI训练使用在线内容是否违规。
英伟达获准向中国出售H200 AI芯片,但需向美国政府缴纳25%销售分成。
OpenAI报告显示,ChatGPT周活跃用户数已突破8亿,企业使用量大幅增长。
特斯拉上海超级工厂第400万辆电动汽车下线,从300万到400万仅用14个月。
阿里巴巴成立“千问C端事业群”,旨在将千问打造为AI时代超级App。
IBM计划以110亿美元收购数据流平台Confluent,以拓展其企业生成式AI业务。
Waymo运营数据曝光,拥有2500辆Robotaxi,周订单超45万,安全性称超人类10倍。
DeepSeek创始人梁文锋入选《自然》年度十大科学人物,其开源模型影响全球。
苹果芯片负责人斯鲁吉明确表示不会近期离职,以平息外界传闻。
小米调整线下零售网络,关闭部分亏损门店,同时研发智能问答助手产品。
Duration: 00:12:47《晚安咖啡》科技夜话(英文版):欧盟调查谷歌AI,英伟达获准对华售芯,ChatGPT用户破8亿
Dec 09, 2025The EU has formally launched an antitrust investigation into Google, focusing on whether its use of online content for AI training violates rules.
Nvidia has been approved to sell its H200 AI chips to China, but must pay a 25% sales share to the U.S. government.
OpenAI reports that ChatGPT's weekly active users have exceeded 800 million, with significant growth in enterprise usage.
Tesla's Shanghai Gigafactory produced its 4 millionth electric vehicle, taking only 14 months to go from 3 to 4 million.
Alibaba has established the"Qianwen C-end Business Group" aiming to build Qianwen into...
Duration: 00:12:36《晚安咖啡》科技夜话:谷歌收紧Gemini免费政策,Netflix收购华纳,欧盟重罚X平台
Dec 08, 2025谷歌大幅收紧Gemini API免费使用政策,引发开发者不满,同时Gemini 3用户停留时长首超ChatGPT。
Netflix宣布以约827亿美元收购华纳兄弟探索公司核心内容资产,面临严格监管审查。
欧盟首次依据《数字服务法案》对X平台处以1.2亿欧元罚款,因其违反透明度义务。
IBM或以110亿美元收购数据流平台Confluent,以增强其AI与云战略。
英伟达发布CUDA 13.1,引入Tile编程模型,大幅降低GPU内核开发门槛。
智元公司第5000台通用具身机器人量产下线,标志其进入规模商用时代。
xAI寻求约200亿美元新融资以挑战OpenAI,但其商业模式可持续性受关注。
百度正评估分拆AI芯片公司昆仑芯独立上市的可能性。
黄仁勋对比中美基建效率,强调加速计算基础设施部署的重要性。
Duration: 00:13:28《晚安咖啡》科技夜话(英文版):谷歌收紧Gemini免费政策,Netflix收购华纳,欧盟重罚X平台
Dec 08, 2025Google significantly tightened the free usage policy of Gemini API, sparking developer discontent, while Gemini 3's user dwell time surpassed ChatGPT for the first time.
Netflix announced the acquisition of Warner Bros. Discovery's core content assets for approximately $82.7 billion, facing stringent regulatory scrutiny.
The EU fined platform X €120 million under the Digital Services Act for the first time due to transparency violations.
IBM is in advanced talks to acquire data streaming platform Confluent for about $11 billion to boost its AI and cloud strategy.
NVIDIA released CUDA 13.1, introducing the Tile programming model, si...
Duration: 00:13:43《晚安咖啡》科技夜话(英文版):谷歌发布新AI架构,苹果高管震荡,英伟达赞华为
Dec 07, 2025Google unveils a breakthrough new AI architecture challenging Transformer and outlines an AGI timeline.
Apple's key chip executive Johny Srouji considers leaving, triggering high-level turmoil and concerns over CEO's health.
NVIDIA CEO Jensen Huang publicly praises Huawei as a formidable competitor worthy of respect.
Meta acquires AI wearable startup Limitless and halts sales of the Pendant device.
Global memory chip prices surge over fourfold this year, with smartphone makers' inventories hitting historic lows.
SpaceX valuation may reach $800 billion, with plans for a full IPO in 2026.
Waymo initiates...
Duration: 00:13:43《晚安咖啡》科技夜话:谷歌发布新AI架构,苹果高管震荡,英伟达赞华为
Dec 07, 2025谷歌发布突破性新AI架构,挑战Transformer,并公布AGI时间线。
苹果芯片核心高管斯鲁吉考虑离职,引发高层人事震荡与CEO健康关注。
英伟达CEO黄仁勋公开称赞华为是强大竞争对手,值得尊敬。
Meta收购AI可穿戴公司Limitless,停止销售Pendant设备。
全球存储芯片价格年内暴涨超四倍,手机厂商库存降至历史低位。
SpaceX估值或达8000亿美元,计划2026年整体上市。
Waymo因校车安全问题主动召回,更新自动驾驶软件。
清华系具身智能公司鹿明机器人完成数亿元Pre-A轮融资。
AI冲击高等教育,国内多所大学停招或撤销外语类本科专业。
Duration: 00:13:34《晚安咖啡》科技夜话(英文版):SpaceX估值8000亿,谷歌AI模型金牌,黄仁勋论CPU未来
Dec 06, 2025SpaceX launches new financing, aiming for an $800 billion valuation, considering a 2026 IPO.
Google officially launches Gemini 3 Deep Think, an IMO gold-medal level AI model adept at complex math and science.
Nvidia's Jensen Huang questions the necessity of CPUs in the AI era, advocating for GPU-centric accelerated computing.
The EU fines X Corp €120 million under DSA for misleading “blue check,” opaque ad library, and lack of data access.
Apple CEO Tim Cook's succession plan focuses on John Ternus, SVP of Hardware Engineering.
TSMC plans to convert its Arizona land into an adv...
Duration: 00:13:00《晚安咖啡》科技夜话:SpaceX估值8000亿,谷歌AI模型金牌,黄仁勋论CPU未来
Dec 06, 2025SpaceX启动融资,估值目标8000亿美元,正评估2026年IPO。
谷歌上线Gemini 3 Deep Think,IMO金牌级AI模型,擅长高难度数理。
黄仁勋质疑CPU在AI时代必要性,力推GPU为核心的加速计算。
欧盟依《数字服务法》罚X公司1.2亿欧元,因蓝标误导、广告不透明。
苹果库克接班人聚焦约翰·特纳斯,他负责所有硬件工程。
台积电改造亚利桑那土地为先进封装基地,预计2027年底投产。
华为Nexus架构提升大模型多步推理,无需重训,替换注意力层。
证监会吴清称将拓宽券商资本空间与杠杆上限,促价值竞争。
HashKey Holdings拟香港IPO,目标筹2亿美元,最早本月上市。
我国长征八号甲运载火箭成功发射14组卫星互联网低轨卫星。
Duration: 00:12:18《晚安咖啡》科技夜话(英文版):Netflix巨头并购,苹果高层动荡,OpenAI发布新模
Dec 05, 2025Netflix reportedly won the bid for Warner Bros. Discovery, potentially gaining vast content, including Harry Potter.
Apple's senior management team will undergo significant changes, with the General Counsel and other executives retiring.
OpenAI launched the more powerful GPT-5.1-Codex-Max code model with a"more for the same price" strategy.
"China's Nvidia" Moore Threads saw its stock soar over 400% on its debut, raising $1.1 billion.
Ele.me App fully rebranded as"Taobao Flash Buy" marking the culmination of Alibaba's instant retail strategy.
China's market regulator issued new national standards to protect...
Duration: 00:11:46《晚安咖啡》科技夜话:Netflix巨头并购,苹果高层动荡,OpenAI发布新模
Dec 05, 2025Netflix据传赢得华纳兄弟探索竞购,或获哈利波特等庞大内容库。
苹果高层团队将迎重大人事变动,总法律顾问等多位高管退休。
OpenAI推出更强大GPT-5.1-Codex-Max,代码模型“加量不加价”。
“中国英伟达”摩尔线程上市首日股价飙升超400%,募资11亿美元。
饿了么App全面焕新为“淘宝闪购”,阿里即时零售战略收官。
市场监管总局发新国标,保障外卖骑手休息权防疲劳接单。
微软悄然缩减DEI(多元化、公平性、包容性)努力,停止年报发布。
周鸿祎称字节豆包手机助手将冲垮互联网大厂护城河。
任正非指出华为AI重点是工农业产业应用,算力过剩时代将至。
Duration: 00:13:42《晚安咖啡》科技夜话(英文版):Meta遇反垄断, 英伟达谈核能, OpenAI收Neptune
Dec 04, 2025EU launches antitrust probe into Meta's WhatsApp AI policy.
Jensen Huang: AI to reshape energy, nuclear reactors are key.
OpenAI acquires AI startup Neptune amidst Gemini 3 competition.
Apple's UI design head leaves to become Meta's Chief Design Officer.
Anthropic CEO warns of AI bubble, criticizes reckless investment.
Amazon's first global smart hub officially lands in Shenzhen, China.
TikTok plans $37B investment for LatAm's first data center in Brazil.
Horizon Quantum Computing deploys Singapore's first commercial quantum computer.
Indian e-commerce Meesho launches IPO, aims...
Duration: 00:15:13晚安咖啡》科技夜话:Meta遇反垄断, 英伟达谈核能, OpenAI收Neptune
Dec 04, 2025欧盟对Meta WhatsApp AI政策启动反垄断调查。
黄仁勋:AI十年重塑能源,核反应堆是关键。
OpenAI收购AI初创Neptune,应对Gemini 3挑战。
苹果UI设计主管离职,加入Meta任首席设计官。
Anthropic CEO警告AI泡沫,称竞争对手鲁莽投资。
亚马逊全球首个智能枢纽仓落地中国深圳。
TikTok拟投资370亿美元,巴西建拉美首个数据中心。
Horizon Quantum Computing在新加坡部署首台商业量子计算机。
印度电商Meesho启动IPO,计划募资6.03亿美元。
阿里出售Trendyol GO 85%股权给优步,获利60亿元。
文字版更新到微信公众号《晚安咖啡GNC》
Duration: 00:14:56《晚安咖啡》科技夜话(英文版):AI巨头IPO竞速,亚马逊Nova 2,OpenAI加速
Dec 03, 2025Anthropic prepares for IPO, valued over $300B, vying with OpenAI (valued up to $1T) to list first amidst fierce competition.
Amazon unveils Nova 2 large model family and AI services at re:Invent, enhancing inference and multimodal capabilities to rival OpenAI and others.
OpenAI issues"Red Alert" prioritizing "Garlic" model development for early 2026 release, postponing other AI projects.
DeepSeek launches V3.2 and Speciale models, matching GPT-5 and Gemini-3.0-Pro performance, achieving IMO/IOI gold.
NVIDIA invests $2B in Synopsys, expanding strategic partnership to revolutionize chip design, engineering simulation, and digital twins.
<... Duration: 00:14:59《晚安咖啡》科技夜话:AI巨头IPO竞速,亚马逊Nova 2,OpenAI加速
Dec 03, 2025Anthropic筹备IPO,估值超3000亿美元,与OpenAI争夺率先上市,后者估值或达万亿。
亚马逊发布Nova 2大模型家族和AI服务,提升推理、多模态能力,与OpenAI等巨头竞争。
OpenAI拉响“红色警报”,全力加速开发代号“Garlic”新模型,并推迟其他项目。
深度求索发布DeepSeek-V3.2及Speciale模型,性能对标GPT-5和Gemini-3.0-Pro,获奥赛金牌。
英伟达认购新思科技20亿美元普通股,扩大合作,赋能芯片设计、工程仿真与数字孪生。
蓝箭航天朱雀三号遥一火箭首飞二级入轨,但一级回收验证异常燃烧,未能软着陆。
非洲手机王传音控股递交香港H股上市申请,已在科创板上市,巩固新兴市场地位。
中金公司筹划换股吸收合并东兴证券、信达证券,建设一流投行,A股已停牌。
联想ISG上海等部门大规模裁员数百人,过程被指缺乏人文关怀,公司尚未回应。
Waymo无人驾驶出租车旧金山再撞狗,引发对自动驾驶安全标准的热议。
文字版更新到微信公众号《晚安咖啡GNC》
Duration: 00:14:25《晚安咖啡》科技夜话(英文版):DeepSeek AI抗衡GPT-5,苹果AI高管换血,三星发布三折屏
Dec 02, 2025China's DeepSeek released AI models, free to compete with OpenAI's GPT-5 and Google's Gemini 3 Pro.
Apple's AI VP Giannandrea retires, former Microsoft/Google expert Subramanya takes over, reshaping AI strategy.
Samsung launched its first multi-fold smartphone, Galaxy Z TriFold, solidifying its foldable market position.
OpenAI is testing ad features in ChatGPT, seeking new revenue streams, but CEO emphasizes core AI.
Musk supports the H-1B visa program and states tariffs distort markets, emphasizing free trade efficiency.
OpenAGI launched Lux AI agent, claiming superior PC operation capabilities over OpenAI and...
Duration: 00:10:44《晚安咖啡》科技夜话:DeepSeek AI抗衡GPT-5,苹果AI高管换血,三星发布三折屏
Dec 02, 2025中国DeepSeek发布AI模型,免费抗衡OpenAI GPT-5和谷歌Gemini 3 Pro。
苹果AI高管詹南德雷亚退休,前微软谷歌专家苏布拉马尼亚接任,重塑AI战略。
三星发布首款多折叠手机Galaxy Z TriFold,巩固折叠屏市场地位。
OpenAI在ChatGPT测试广告功能,寻求新收入来源,但CEO强调核心AI。
马斯克支持H-1B签证项目,并称关税扭曲市场,强调自由贸易效率。
OpenAGI发布Lux AI代理,声称在PC操作能力上超越OpenAI和Anthropic。
滴滴自动驾驶在广州启动全天候全无人载客测试,迈入新阶段。
特朗普政府通过芯片法案向xLight注资1.5亿美元,推动芯片制造。
清微智能完成超20亿元C轮融资,用于下一代可重构芯片研发。
小米汽车累计交付量突破50万台,提前完成2025年交付目标。
Duration: 00:13:26《晚安咖啡》科技夜话(英文版):ChatGPT将引入广告,马斯克预言后工作时代,谷歌警告AI监管混乱
Dec 01, 2025OpenAI's ChatGPT is set to introduce ads to mitigate massive operating costs, marking a shift in CEO Altman's stance.
Google CEO Pichai warned fragmented US AI regulation could hinder global competitiveness, urging national standards.
Musk predicted a"post-work era" within two decades due to AI, where work is optional and energy replaces money.
Nvidia CEO Jensen Huang pushed for company-wide AI automation, demanding employees AI-automate all tasks.
Huawei Cloud's leadership reshuffle sees Zhou Yuefeng appointed CEO, shifting strategy to efficiency-first with R&D integrated into ICT.
MIIT convened a...
Duration: 00:10:12《晚安咖啡》科技夜话:ChatGPT将引入广告,马斯克预言后工作时代,谷歌警告AI监管混乱
Dec 01, 2025OpenAI ChatGPT即将引入广告,以缓解巨额运营成本,CEO奥特曼态度转变。
谷歌CEO皮查伊警告美国AI监管分散将阻碍其全球竞争力,呼吁制定国家标准。
马斯克预言20年内人类将进入“后工作时代”,AI普及,能源将取代金钱。
英伟达黄仁勋力推公司全面AI自动化,要求员工将所有任务AI化,质疑不鼓励者。
华为云高层调整,周跃峰任CEO,战略转向效率优先,研发整合至ICT部门。
工信部召开电池行业座谈会,规范竞争,治理“内卷”,比亚迪宁德时代等参会。
小米汽车开放“现车选购”服务,助用户年底前提车,缓解交付压力,目标已超额完成。
字节跳动发布豆包手机助手技术预览版,基于豆包大模型,与中兴合作,无自研手机计划。
贝壳找房否认大规模裁员,但正战略转型降本增效,新房业务下滑,新兴业务占比提高。
Duration: 00:13:00《晚安咖啡》科技夜话(英文版):AI战火升级,挪威基金叫板微软,美光重金押注HBM
Nov 30, 2025Google's Gemini 3 Pro model excels, challenging OpenAI's leading position and intensifying AI competition.
Norway's sovereign wealth fund will vote against Microsoft CEO Nadella's re-election and compensation, supporting a human rights report.
Micron Technology plans to invest $9.6 billion in Japan to build a new HBM chip factory, aiming to catch up with competitors.
Alibaba launches Quake AI Glasses, extending its Qianwen large model capabilities to hardware, opening a new chapter for AI human-computer interaction.
Li Auto CEO Li Xiang admits to company management issues, reverts to a startup model, and plans embodied...
Duration: 00:09:39《晚安咖啡》科技夜话:AI战火升级,挪威基金叫板微软,美光重金押注HBM
Nov 30, 2025谷歌Gemini 3 Pro模型表现出色,挑战OpenAI领先地位,AI竞争加剧。
挪威主权基金将投票反对微软CEO纳德拉连任及其薪酬,支持人权报告。
美光科技计划在日本投资96亿美元,建设HBM芯片新工厂,追赶竞争对手。
阿里发布夸克AI眼镜,将千问大模型能力拓展至硬件,开启AI人机交互新篇章。
理想汽车CEO李想承认公司管理问题,重回创业模式,并布局具身智能和AI自研。
上海交大增设全球首个具身智能本科专业,联合华为培养未来AI人才。
英特尔前CEO预测量子计算两年内普及,加速AI泡沫破裂,取代GPU训练AI。
台积电起诉前资深副总经理窃取2纳米等先进工艺技术机密并跳槽英特尔。
特斯拉在印度市场销量不佳,两个月仅售出百余辆,高昂车价成主要障碍。
字节跳动将与中兴通讯合作,于12月初发布AI手机。
Duration: 00:11:22《晚安咖啡》科技夜话(英文版):空客A320紧急修复,宇树科技IPO进展,OpenAI基建负债
Nov 29, 2025Airbus initiates emergency software fixes for 6000 A320 aircraft globally due to solar flare interference, expecting flight disruptions.
Unitree Robotics completed IPO coaching, planning a Star Market listing, leading in global robot products with strong revenue and valuation.
OpenAI partners accumulate nearly $100B debt for AI infrastructure; Oracle and others negotiate a new $38B loan.
Amazon employees globally staged Black Friday strikes, protesting intense work, low wages, and anti-union tactics.
China's National Space Administration established a commercial space department and released a plan to promote high-quality and safe commercial space development.
<... Duration: 00:09:02《晚安咖啡》科技夜话:空客A320紧急修复,宇树科技IPO进展,OpenAI基建负债
Nov 29, 2025空客对全球6000架A320客机紧急软件修复,系太阳耀斑干扰所致,预计影响全球航班。
宇树科技完成IPO辅导,拟冲刺科创板,机器人产品全球领先,营收与估值强劲。
OpenAI合作伙伴为AI基建累计负债近千亿美元,甲骨文等正洽谈380亿美元新贷款。
亚马逊全球员工在黑色星期五发起罢工,抗议高强度工作、低工资及反工会策略。
国家航天局设立商业航天司并发布行动计划,推动商业航天高质量安全发展。
马斯克公司X和xAI起诉苹果与OpenAI,指控其AI整合存在反竞争行为。
百度启动新一轮大规模裁员,移动生态事业群组受影响严重,部分团队裁员达四成。
前特斯拉Optimus灵巧手成员卢泽宇加入小米机器人团队,担任灵巧手技术负责人。
美团CEO王兴反对外卖行业价格战,强调这种“内卷式”竞争不可持续。
Duration: 00:12:59《晚安咖啡》科技夜话(英文版):Anthropic Claude 4.5发布, 百度AI芯片, OpenAI伙伴负债
Nov 28, 2025Anthropic launched Claude 4.5, claiming global best in coding/agents, significantly reducing costs.
Baidu's Kunlun chips fill Nvidia gap; M100/M300 chips to be released.
OpenAI's massive compute needs are financed by partners, company bears minimal risk.
TSMC sued ex-VP for allegedly taking core trade secrets to Intel.
Google accelerates AI-centric Android PC OS, potentially replacing ChromeOS.
MIIT will regulate irrational competition in power batteries, promoting high-quality development.
DeepSeek launched self-verifying math model, outperforming humans in competitions.
Meituan Q3 revenue up 2%, but surging marketing led to 18.6...
Duration: 00:16:47《晚安咖啡》科技夜话:Anthropic Claude 4.5发布, 百度AI芯片, OpenAI伙伴负债
Nov 28, 2025Anthropic发布Claude 4.5,编码智能体能力全球最佳,大幅降本。
百度昆仑芯填补英伟达空白,M100/M300芯片将发布。
OpenAI庞大计算需求由伙伴承债,自身几乎无风险。
台积电起诉前高管涉嫌带核心机密投奔英特尔。
谷歌加速推AI核心安卓PC系统,或取代ChromeOS。
工信部将整治动力电池非理性竞争,促高质量发展。
DeepSeek发布自验证数学模型,竞赛表现超人类。
美团Q3营收增2%,但营销激增致亏损186亿元。
华为云架构调整,周跃峰任CEO,张平安任董事长。
阿维塔科技向港交所递交上市申请,加速全球化。
Duration: 00:15:32《晚安咖啡》科技夜话(英文版):OpenAI面临自杀诉讼,苹果超越三星,台积电起诉前高管
Nov 27, 2025OpenAI denies responsibility in teen suicide case, claiming ChatGPT "misuse" sparking AI ethics debate.
TSMC sues former VP Luo Weiren for joining Intel, alleging leak of 2nm advanced process secrets.
Driven by iPhone 17 sales, Apple is poised to surpass Samsung as the world's largest smartphone maker for the first time in 14 years.
Former OpenAI chief scientist predicts AGI could arrive within 5 years, or 5 to 20 years.
Military contractors oppose "Right to Repair" pushing for "data as a service" model, raising defense cost concerns.
Anta Sports considers acquiring Germany's Puma to e...
Duration: 00:13:47《晚安咖啡》科技夜话:OpenAI面临自杀诉讼,苹果超越三星,台积电起诉前高管
Nov 27, 2025OpenAI否认青少年自杀案责任,称ChatGPT被“误用”,引发AI伦理与责任讨论。
台积电起诉前副总罗唯仁转投英特尔,涉嫌泄露2纳米等先进制程机密。
iPhone 17系列热销,苹果有望十四年来首次超越三星,成全球最大手机商。
前OpenAI首席科学家预测,通用人工智能AGI最快五年内实现,或五年至二十年。
军事承包商阻挠“维修权”,或以“数据即服务”取代,恐增国防成本。
安踏体育考虑收购德国彪马,旨在全球扩张并提升高端市场地位。
字节跳动重启出售沐瞳科技谈判,沙特Savvy Games或接手MOBA手游巨头。
李想承认管理模式错误,理想汽车回归创业,未来押注具身智能机器人。
阿里巴巴AgentEvolver技术,通过合成任务将模型工具使用性能提升30%。
娃哈哈集团人事变动,宗馥莉卸任法定代表人等职,许思敏接任董事长。
Duration: 00:13:02《晚安咖啡》科技夜话:谷歌向Meta供应AI芯片,苏茨克维尔称AI“规模化时代”终结,优步阿布扎比推无人车
Nov 26, 2025谷歌与Meta洽谈数十亿美元AI芯片供货,挑战英伟达主导。
苏茨克维尔称AI“规模化时代”终结,呼吁研究驱动。
优步文远知行阿布扎比推全自动无人出租车服务。
华纳音乐与Suno合作解决版权,推授权AI模型。
百度重组AI研发,设两核心部门直属李彦宏。
阿里Q2营收增15%经营利润降85%,因AI等战略投入。
英伟达市值较峰值蒸发万亿,股价创近期新低。
前特斯拉Optimus团队卢泽宇加入小米机器人。
理想汽车Q3净亏6.24亿元人民币。
稚晖君彭志辉当选上纬新材董事长。
Duration: 00:10:11晚安咖啡》科技夜话(英文版):谷歌向Meta供应AI芯片,苏茨克维尔称AI“规模化时代”终结,优步阿布扎比推无人车
Nov 26, 2025Google and Meta are discussing a multi-billion-dollar AI chip supply deal, challenging Nvidia's dominance.
Sutskever states the AI “scaling era” is ending, advocating for research-driven innovation.
Uber and WeRide launched a fully autonomous robotaxi service in Abu Dhabi.
Warner Music partnered with AI firm Suno to resolve copyright issues and will launch licensed AI models.
Baidu restructured its AI R&D, establishing two core departments reporting directly to Robin Li.
Alibaba's Q2 revenue grew 15%, but operating profit fell 85% due to strategic investments in AI and other areas.
Nvid...
Duration: 00:10:27《晚安咖啡》科技夜话(英文版):Meta牵手谷歌AI芯片, 美国AI创世纪计划, 广汽固态电池量产
Nov 25, 2025Meta seeks AI chip diversification, planning Google TPU collaboration, impacting Nvidia stock.
Trump signs executive order, launching "Genesis Program" to revolutionize science with AI.
GAC's solid-state battery pilot line starts production, energy density over 400Wh/kg, aiming for 2026 vehicle integration.
Once billion-dollar valued Haomo Zhixing suddenly halts operations, all employees on leave, headquarters vacated.
Geely integrates smart driving business, with Zeekr's team transferred to new
\"Qianli Zhijia\" JV.
Musk to deeply engage in Tesla AI chip design, targeting annual new chip production.
Anthropic releases Claude...
Duration: 00:14:29《晚安咖啡》科技夜话:Meta牵手谷歌AI芯片, 美国AI创世纪计划, 广汽固态电池量产
Nov 25, 2025Meta寻求AI芯片多元化,拟与Google合作部署TPU,Nvidia股价受挫。
特朗普签署行政令,启动“创世纪计划”,用AI革新科学研究。
广汽全固态电池中试产线投产,能量密度破400Wh/kg,2026年装车。
曾估值超十亿美元的毫末智行突停摆,全体员工放假,总部人去楼空。
吉利整合智能驾驶业务,极氪智驾团队划转至“千里智驾”。
马斯克将深度参与特斯拉AI芯片设计,目标每年量产一款新芯片。
Anthropic发布Claude Opus 4.5,提升编码推理,推出桌面应用。
华为Mate 80系列发布,搭载鸿蒙6,起售价4699元。
雷军增持小米260万股耗资超1亿港元,持股比例升至23.26%。
文字版更新到微信公众号《晚安咖啡GNC》
Duration: 00:13:51《晚安咖啡》科技夜话(英文版):特斯拉AI芯片量产, AMD看好AI万亿市场, 苹果OpenAI人才战
Nov 24, 2025Musk: Tesla's AI5 chip to tape out, AI6 design started, aiming for 12-month mass production, significant performance increase, expecting output to surpass all other AI chips combined.
AMD CEO Lisa Su: The AI market is not a bubble but a huge opportunity, predicting AI and data center market to reach $1 trillion by 2030, shifting towards inference tasks.
Microsoft AI CEO Suleyman: AI lacks consciousness, its core task is to serve humans, predicting integration into life by 2040, with healthcare as the biggest opportunity, and emphasizing it's not a bubble.
OpenAI extensively poaches Apple's hardware team...
Duration: 00:14:29《晚安咖啡》科技夜话:特斯拉AI芯片量产, AMD看好AI万亿市场, 苹果OpenAI人才战
Nov 24, 2025马斯克:特斯拉AI5芯片将流片,AI6设计启动,目标12个月量产,性能大增,预计产量超所有AI芯片总和。
AMD苏姿丰:AI市场并非泡沫而是巨大机遇,预测2030年AI与数据中心市场达万亿美元,正转向推理任务。
微软AI CEO苏莱曼:AI不具意识,核心任务服务人类,预测2040年将融入生活,医疗是最大机遇,并强调非泡沫。
OpenAI大规模挖角苹果硬件团队,合作开发AI硬件;苹果将小程序内购抽成降至15%,或为应对OpenAI等。
阿里千问App公测首周下载量破千万,创AI应用增长纪录,未来将深度整合电商、地图等公司业务生态。
Meta发布WorldGen AI系统,可文本生成大规模可交互3D世界,大幅降低创作门槛,加速元宇宙发展。
国产GPU摩尔线程今日启动科创板申购,发行价114.28元,募资约80亿元,成为“国产GPU第一股”。
曾估值超10亿美元的自动驾驶独角兽毫末智行已停工解散,员工被拖欠工资,官网无法访问。
京东工业第四次冲击港股上市终获聆讯通过,有望成为刘强东旗下第六家上市公司。
Macquarie提议75亿美元收购澳物流公司Qube Holdings,溢价27.8%,Qube股价创历史新高。
Duration: 00:13:51《晚安咖啡》科技夜话(英文版):英伟达H200或对华,特朗普推AGI,谷歌算力千倍
Nov 23, 2025The US government is considering allowing Nvidia H200 AI chips to be sold to China, potentially reshaping the global AI landscape and semiconductor trade.
President Trump will launch
\"Project Genesis,\" elevating AI to a national strategic priority to accelerate AGI development, possibly overriding state regulations.
Google AI aims for a 1000x performance increase in compute within five years, doubling capacity every six months to support large models like Gemini 4.
Japan's Rapidus secured additional government investment, targeting mass production of 2nm chips by the second half of fiscal year 2027, with IPO plans.<...
Duration: 00:14:19《晚安咖啡》科技夜话:英伟达H200或对华,特朗普推AGI,谷歌算力千倍
Nov 23, 2025美国政府正考虑允许英伟达H200芯片销往中国,可能重塑全球AI格局。
特朗普将推“创世纪计划”,提升AI至国家战略高度,加速AGI研发。
谷歌AI目标五年内算力提升千倍,每半年容量翻倍,支持大模型。
日本Rapidus获政府追加投资,目标2027年下半年量产2纳米芯片。
国产GPU企业摩尔线程启动科创板IPO,拟募资80亿,市值超500亿。
曾是自动驾驶独角兽的毫末智行被曝已停工,面临经营困境。
AI公司Genspark完成2.75亿美元B轮融资,估值达12.5亿美元。
微软高管不解用户对Windows AI功能“平淡”,忽视核心问题。
美团未来五年将投百亿,升级骑手保障体系,覆盖住房医保。
小米HAD增强版即将推送,引入强化学习等AI技术提升驾驶安全。
Duration: 00:13:06《晚安咖啡》科技夜话(英文版):特朗普“创世纪行动”加速AGI,英伟达“归零”中国市场,谷歌AI算力翻倍挑战
Nov 22, 2025President Trump launches "Operation Genesis,\" a national effort to accelerate AGI development, likened to the Manhattan Project.
NVIDIA CEO Jensen Huang states the company has completely exited the Chinese market, citing US export restrictions, with revenue dropping to zero.
Google plans to increase its AI computing capacity a thousandfold within five years, aiming to double it every six months to meet surging demand.
OpenAI will discontinue GPT-4o API access for developers on February 17, 2026, urging migration to newer models like GPT-5.1.
Samsung accelerates its 2nm chip manufacturing expansion, aiming for a...
Duration: 00:14:19《晚安咖啡》科技夜话:特朗普“创世纪行动”加速AGI,英伟达“归零”中国市场,谷歌AI算力翻倍挑战
Nov 22, 2025特朗普推“创世纪行动”,举全国之力加速AGI发展。
英伟达CEO黄仁勋称已完全退出中国市场,营收归零。
谷歌计划五年内将AI算力提升千倍,应对需求挑战。
OpenAI将于2026年2月停止GPT-4o开发者API访问。
三星加速2纳米芯片产能扩张,月产将增至2.1万片。
月之暗面接近完成新一轮美元融资,估值约40亿美元。
字节跳动推出免费“番茄音乐”,冲击在线音乐市场。
吉利整合智能驾驶业务,统一技术路径提升效率。
小米公关总经理王化轮岗武汉,徐洁云接任。
广汽丰田旗舰纯电轿车铂智7搭载华为智能座舱。
Duration: 00:13:06