《晚安咖啡》科技夜话（英文版）：谷歌Gemini 4 Argon发布，华为Mate 90开售，小米汽车9月交付超4万
晚安咖啡GoodNightCoffee
Hi~~ Good evening, everyone! It's Thursday, October 1, 2026, and welcome to Goodnight Coffee. I'm your host, An'an. I'm so happy to be with you again! Tonight, let's talk about the freshest business and tech updates—packed with substance and surprises. So get comfy, and let's start tonight's time together!
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According to The Verge, Google has released its next-generation frontier AI model, Gemini 4 Argon. Koray Kavukcuoglu, Senior Vice President and Chief AI Architect at Google DeepMind, said the model delivers frontier performance in complex workflows, spanning software engineering, enterprise knowledge work such as legal and finance, and cyberdefense. Because of its strong capabilities, Google is initially making it available only to "a trusted group of cyber defenders" to confirm the model does not misalign, and is participating in the U.S. government's voluntary pre-release model access process before gradually broadening access. The model is already powering internal Google workflows, including helping migrate large-scale codebases. Google published charts showing that it outperforms competing models from OpenAI and Anthropic on multiple benchmarks; earlier this week, the AI community buzzed on X about what appeared to be leaked benchmark results for the model. Google said that before
a broad rollout, it will strengthen key frontier safeguards, including defenses against abuse, prompt injection attacks, and monitoring for misalignment. The day before, OpenAI launched the Dots AI agent and GPT-6.1 Sol at DevDay, and opted not to release the originally planned GPT-6.1 Astra due to safety concerns. Kavukcuoglu had just become head of DeepMind in August.
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Sina Tech reports that on October 1, Huawei's Mate 90 series officially debuted and went on sale, with five models: Mate 90, Mate 90 Pro, Mate 90 Pro Max, Mate 90 Pro Max Collector's Edition, and Mate 90 RS Ultimate Design. Starting at 5,999 yuan, all are powered by the Tao's Law chip. Huawei says the chip improves efficiency by shortening internal signal transmission paths, delivering across-the-board improvements in NPU, CPU, and GPU performance, and works with HarmonyOS 7. On imaging, the third-generation Red Maple imaging system uses infrared optical coating. The Mate 90 Pro Max's main camera uses a 1/1.28-inch RYYB large sensor; the main camera supports 18EV ultra-high dynamic range; a 200MP telephoto camera supports 20x 4K 60fps recording; and the series also introduces the industry's first livestream mode. On connectivity, 5A communications improve connection stability in weak-network, congested, and high-speed mobility scenarios; up to four Mate devices can aggregate networks;
and it debuts quad-SIM tri-standby, supporting two physical SIMs plus one eSIM or one physical SIM plus two eSIMs. Huawei also launched the Ruiying Z10 modular camera, which supports 1x to 10x continuous optical zoom.
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According to Readhub, Apple plans to make a major push into the smart home market on October 13, 2026.
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According to cnBeta, the United States has approved construction of the first BWRX-300 small modular nuclear reactor. The reactor has an installed capacity of 300 megawatts, and reports say it is expected to provide stable power for AI data centers.
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Readhub reports that Liang Jun, former deputy general manager of Cambricon, has amended his claims in a labor dispute, raising the amount he seeks for equity incentive losses from 4.287 billion yuan to 27.832 billion yuan. Liang Jun left Cambricon in early 2022, and the two sides have since been in dispute over equity incentive repurchases. Reports say the six previous equity incentive-related lawsuits involving Liang Jun all ended in Liang Jun losing, and the equity repurchase case has entered compulsory enforcement. This 27.832 billion yuan claim is Liang Jun's unilateral assertion; the case has been filed but has not yet been heard. Cambricon said the claim is inconsistent with the terms of the share incentive plan and the findings of legally effective judgments, and the company will actively defend itself.
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According to TechWeb, Xiaomi Auto officially announced that its September 2026 deliveries exceeded 40,000 units. Industry data shows its main models cover the 200,000 to 400,000 yuan range. On the evening of September 7, Lei Jun unveiled the Pengcheng series at the autumn flagship launch event; locked orders surpassed 10,000 units within four minutes of launch. Pengcheng is Xiaomi Auto's second product series, built on its self-developed Kunlun technology architecture. It is positioned as an intelligent variable large-space extended-range SUV, covering large five-seat and large seven-seat layouts, with four models: N70 Pro at 209,900 yuan, N70 Max at 239,900 yuan, N90 Max at 269,900 yuan, and N90 Max Explorer Edition at 299,900 yuan—each 30,000 yuan lower than during July presales. The N70 is positioned as a large five-seat extended-range SUV, while the N90 is a large seven-seat flagship full-size extended-range SUV. Both Max versions feature a dual-motor all-wheel-drive system with a
combined output of 310 kW. The N70 Max is equipped with a 76 kWh ternary lithium Longjia battery, with 505 km CLTC electric range, 1,461 km combined range, 6.1 L/100 km fuel consumption when the battery is depleted, and a 0-100 km/h time of 5.5 seconds; fast charging takes 18 minutes to go from 20% to 80%. The N90 Max does 0-100 km/h in 5.9 seconds and has a top speed of 200 km/h. The Pengcheng series began first deliveries in September.
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According to cnBeta, the U.S. Federal Trade Commission (FTC) has launched a broad investigation into Anthropic, OpenAI, and other AI models.
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According to Readhub, U.S. AI infrastructure company Baseten announced that enterprise users can use Kimi K3 within OpenAI's coding tool Codex. Related usage fees will be billed directly against the enterprise's existing OpenAI procurement commitment, so enterprises do not need to add a new supplier procurement process for these calls. Reports say this arrangement brings Kimi K3 into the mainstream paid settlement channel for OpenAI enterprise customers, and marks the first time a Chinese open-source model has entered this enterprise procurement system.
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Sina Tech reports that GMI Cloud, a cloud service provider that offers NVIDIA-chip-powered servers to enterprise customers, announced on Wednesday that it has completed $668 million in equity and debt financing. Of that, $223 million in equity financing was led by newly established AI and robotics investment firm ARCHIV, with NVIDIA participating as a follow-on investor. Founded five years ago, GMI Cloud—where GMI stands for General Machine Intelligence—is one of seven cloud vendors building compute centers fully in accordance with NVIDIA standards and fully adopting NVIDIA's full-stack software and hardware solutions. The company has also joined a new NVIDIA AI compute partnership program: NVIDIA provides credit support for new compute bases and, in return, will share in the cloud business revenue those bases later generate. GMI said its contracted annualized revenue has already exceeded $600 million. The newly raised funds will be used to expand AI compute in the United States and
Asia. This financing round shows that NVIDIA continues to support emerging small and midsize cloud providers, focusing on companies that can advance NVIDIA's business in multiple dimensions.
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According to Readhub, Yinghe Robotics, founded just six years ago, has officially entered bankruptcy proceedings. The company had raised more than 600 million yuan cumulatively and was once valued at $500 million. Its investor lineup included Meituan, ByteDance, GSR Ventures, and Infore Group, among others. Yinghe Robotics was founded by Shen Gang, an industry veteran who came from Fanuc. It quickly completed multiple financing rounds thanks to its core team's credentials and the background of Infore Group's actual controller. But the company expanded blindly, pushing multiple business lines at once without achieving scaled revenue. Combined with poor cost control and defaults on major orders, it ultimately became insolvent and went bankrupt. It is now a dishonest judgment debtor, its legal representative is restricted from high consumption, operations have come to a complete halt, and asset disposal is also facing obstacles. Recently, several star robot companies that once had capital
backing have fallen into bankruptcy one after another. Such companies generally suffered from scattered business layouts and failure to establish a viable commercial closed loop; many star companies from the previous robot startup wave are now exiting en masse.
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Alright, that's all for today's show! I'm An'an. Thank you for keeping me company. I hope today's sharing brought you a little warmth and a good mood. If you like our show, you're very welcome to subscribe and share it with your friends—that helps us a lot. See you next episode!
