《晚安咖啡》科技夜话（英文版）：DeepSeek 3万亿模型将发，智谱融资50亿美元，Anthropic呼吁AI限速
晚安咖啡GoodNightCoffee
Hi~~ Good evening, everyone! Today is Monday, September 14, 2026, and I’m An’an, your host on Goodnight Coffee. Tonight, we’re not talking about anything else—we’re going for something hardcore yet fun: business and tech news! What’s new? What are the big trends? Grab a seat and let’s get up to speed together~
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According to Readhub, a tipster claims that DeepSeek Code 2.0 is expected to launch in September, with more than 3 trillion parameters, and its performance is expected to beat Mythos 5.1 and GPT-6 Astra. The model will remain open-source and open, with a design focus on computer control; if launched as a flagship coding and reasoning large model, it will be differentiated from V4.1 Pro and Flash, which target general agent tasks. In addition, DeepSeek recently released V4.1 Flash, which has massive architectural changes, without bumping the major version number; the new Pro-series product is V4.1 Pro, but upgrade details have not yet been announced, and such claims should not be met with overly high expectations.
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According to Readhub, China Mobile has opened eSIM service activation for selected models to users of mainland-China versions of phones. Supported models include iPhone 18 Pro, iPhone 18 Pro Max, and iPhone Duo; overseas versions are not supported for now. Phone users need to bring their ID cards and eligible devices to a China Mobile directly operated offline business hall to process the service, and activation takes less than five minutes on average. Among them, the iPhone 18 Pro series uses a dual-SIM design with a physical SIM and eSIM, while the previous iPhone 17 Pro series only supported physical SIM cards. For smart wearables, users of the newly launched Apple Watch Series 12 and Apple Watch Ultra 4 can self-activate the One Number, Two Devices service through the Watch app on their phone. The iPhone Duo is Apple’s first device worldwide to be eSIM-only, removing the physical SIM card slot. Industry observers believe this design may become a trend for future foldable phones.
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According to Readhub, Pang Dong Lai founder Yu Donglai disclosed new hiring guidelines: newly recruited employees will be hired under a trainee-style employment model, signing four-year labor contracts that will not be renewed upon expiration. Yu said the core of this model is to let employees learn scientific and civilized life concepts, independent character, and relevant skills, and to cultivate talent for society; employees with outstanding expertise who are willing to stay can become training mentors. Those who do not meet the training goals will not receive a qualification certificate, and the list of qualified employees will be available on the Pang Dong Lai official website in the future. Yu also revealed that Pang Dong Lai’s turnover rate has declined year by year in recent years, reaching 0.50% in the first half of 2026, with no management turnover; average employee wages are trending upward, reaching 9,598 yuan from January to March 2026. The first criterion for future
recruitment will be assessing applicants’ understanding of Pang Dong Lai’s culture; those who do not meet the standard will not be hired.
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According to cnBeta, 150 new-energy ride-hailing vehicles parked in Nansha District, Guangzhou, were recently sold as a package, with a starting bid of 4.392 million yuan. Only one bidder registered during the auction, and no one made a bid; the vehicles ultimately sold at the starting price, equivalent to about 29,300 yuan per car. All these vehicles are BYD D1s, also known as Qin D1, a ride-hailing-specific model jointly developed by BYD and DiDi. Their registration and licensing dates are concentrated in 2021, meaning they are now more than five years old. They were previously registered under seven companies including Shenzhen Yongxiantong Auto Rental and operated as ride-hailing taxis; they were subject to court enforcement due to a financial loan contract dispute with a bank in Hegang. When new, the D1’s manufacturer suggested retail price was between 157,800 yuan and 169,800 yuan. The sharp drop in price this time is due to a double discount for vehicle condition and
operating-vehicle status. The auction announcement states that these vehicles are not brand-new retired operating vehicles, with visible and hidden defects such as aging components and body wear commonly present; they are handed over as-is, and after the sale, buyers may not return the vehicles or negotiate the price down on grounds such as vehicle condition or information discrepancies. Operating vehicles have high mileage and obvious degradation of the battery, motor, and electronic control system; after retirement, they are also difficult to convert to non-operating status and put back on the road, greatly reducing resale potential. For buyers, rather than hoping to recirculate the whole vehicles, it is better to dismantle them for cash. Battery packs, motors, electronic controls, body panels, and interior parts all have stable demand in the used-parts market, and echelon utilization and remanufacturing can also generate returns.
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According to Readhub, Anthropic CEO Dario Amodei published an article calling for speed limits on frontier AI and proposed a three-step plan centered on “verifiability”: first, companies should bring in on-site third-party evaluators; then, push for coordination among the United States and its allies; and finally, seek global cooperation. Amodei believes that recursive AI self-improvement has already emerged, and in the next 6 to 12 months, swarms of agents could use botnets to take control of the internet. Therefore, the pace of model capability advancement needs to slow down, with the extra time devoted to safety-related areas such as operational reliability, alignment, interpretability, and testing and evaluation. He also said the United States needs to maintain and expand its technological lead over China in order to have room to slow down, and that global speed limits will ultimately require China’s participation. He also proposed a four-tier international agreement hierarchy, but
believes that comprehensive speed limits are unlikely to be implemented in the short term. OpenAI CEO Sam Altman shared the article in support, and Elon Musk also expressed agreement. Previously, Anthropic researcher Jacob Coxson warned upon leaving the company that AI could wipe out humanity within the next 10 years.
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According to cnBeta, Nvidia has officially launched the RTX PRO 5500 Blackwell professional workstation graphics card on its website. The card uses the Blackwell architecture, is equipped with 84GB of GDDR7 VRAM, supports error-correcting code, and has a bandwidth of 1,398 GB/s. It can run larger AI models, support longer context windows, and run multiple models simultaneously without offloading to system memory. In terms of core architecture, it is built on NVIDIA Blackwell and features fifth-generation Tensor Cores and fourth-generation RT Cores; its SM units introduce neural shaders, which can integrate neural networks directly into programmable shaders. The workstation version comes with 3 NVENC encoders and 3 NVDEC decoders, provides up to 4 DisplayPort 2.1b interfaces, has a maximum power consumption of 600W, and offers active air-cooling and liquid-cooling options. The card supports Multi-Instance GPU technology, which can divide a single GPU into multiple fully isolated
instances; one instance can use up to 84GB of VRAM, or two instances can each use up to 42GB, with each instance having independent high-bandwidth memory, cache, and compute cores while guaranteeing quality of service. Nvidia says this professional graphics card is designed specifically for rack-mounted workstation deployments and can accelerate agentic AI, physical simulation, and graphics workloads for teams that need powerful compute.
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According to cnBeta, Digitimes reports that industry players have recently received “friendly notices” from upstream memory makers, clearly conveying that 2027 shipments will be sharply tightened and that the DRAM supply-demand gap will be very large; the manufacturers’ capacity for 2027 to 2028 is almost fully booked. Team Group General Manager Chen Qingwen said the truly severe shortage may hit in the first half of 2027, when the amount of supply available externally will be very small. Team Group will then only be able to choose which customers to supply, and he worries that customer selection by memory-chip-related manufacturers could affect future revenue. Chen pointed out that DRAM demand is currently firmer than NAND flash demand, and the shortage is very obvious and huge. Team Group’s main product is DRAM, accounting for about 75% to 80%, and next year’s operating strategy will focus on safety stock and customer screening. This assessment is consistent with warnings from
multiple institutions. Public reports show that Samsung, Micron, and SK Hynix have fully allocated their DRAM and HBM capacity for all of 2027, covering major long-term agreement customers and small and medium-sized buyers. The DRAM quotas that phone and PC makers can obtain in 2027 are expected to be significantly lower than in 2026. A Goldman Sachs research report published in June 2026 forecasts that the global DRAM supply-demand gap from 2026 to 2028 will be 5.0%, 5.9%, and 3.9%, respectively. Multiple media outlets summarizing supply chain sources point out that most customers ultimately receive only 60% to 70% of their initial requests, and none of the three major manufacturers has plans for new production lines. SK Group Chairman Chey Tae-won recently said that 2027 will face the worst supply-demand imbalance in history, and the surge in AI capital expenditure is pushing the memory market into an unprecedented structural shortage cycle. For downstream device makers, the
manufacturers’ “friendly notices” mean that the DRAM supply they can get next year will be significantly reduced, cost pressure will be further passed downstream, and small and medium-sized manufacturers may not even get a foot in the door when seeking supply; they will either be forced to accept higher procurement prices or adjust product configurations to cope with tight supply.
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According to cnBeta, Danish pharmaceutical company Novo Nordisk announced on Monday that it will rebrand externally as “Novo” and update its corporate culture as it goes all out to win market share in weight-loss drugs. The company said the change marks a new chapter; it is facing competitive pressure from its main rival Eli Lilly, and investors are also pressing it to launch new blockbuster drugs while awaiting clinical trial results and a long-term growth path. Novo plans to disclose details of its business strategy adjustments at its Capital Markets Day on September 21. The announcement also unveiled a complete new brand system, with the slogan “Lasting Health Starts Now,” conveying the idea that patients should act immediately and move toward long-term health goals rather than delay. The company said this brand campaign aims to bring it closer to the public and all stakeholders, build trust, and integrate breakthrough science into people’s daily lives. Although prescriptions for
oral Wegovy exceeded 3 million as of June, Novo’s stock price has fallen about 15% year to date. The company recently halted three clinical trials of an investigational cardiovascular drug. According to IQVIA data cited in Eli Lilly’s earnings presentation, in the second-quarter weight-loss drug market, Novo’s market share was only 38.8%, trailing Eli Lilly’s 60.9%. The announcement also clarified that Novo Nordisk remains the company’s legal registered name, originating from two once-competing Danish pharmaceutical companies—Novo Therapeutic Laboratory and Nord Insulin Laboratory—whose merger gave rise to the name. As more products shift to a direct-to-consumer model, market competition is becoming increasingly intense. The pharmaceutical company has established four new corporate culture principles, including improving business performance, “creating greater value for all stakeholders,” clarifying priorities, simplifying workflows, and never compromising on patient safety and
professional ethics. This year also brought major good news for Novo: oral Wegovy was successfully launched and got off to a strong market start, giving it a first-mover advantage over Eli Lilly’s oral weight-loss drug Foundayo.
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Alright, that’s all for today’s show! Thank you for keeping me company, and remember to keep a good mood and get some good rest~ If you like our show, you’re also very welcome to subscribe and share it with your friends—that helps us a lot. See you next time!
