《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
晚安咖啡GoodNightCoffee
xAI 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.
Micron breaks ground on a $100B DRAM fab cluster in New York, with an initial $20B investment, creating nearly 50,000 jobs.
Microsoft plans global layoffs affecting 11,000 to 22,000 employees, approximately 5% to 10% of its workforce.
Apple CEO Tim Cook's total compensation for 2025 reaches approximately $74.3M, largely in stock awards.
GM records a $7.1B charge, primarily due to slowing EV demand in North America and restructuring its China joint ventures.
Horizon Robotics and OmniVision's JV, neueHCT, secures nearly $200M in funding and wins over 10 vehicle model design-ins.