美国限制英伟达H20芯片出口中国，或拱手让出市场给华为，英伟达股价下跌。 智谱AI正式启动IPO，有望成为国内“AI大模型六小虎”首家上市企业，估值超200亿。 字节跳动发布视频基础大模型Seaweed，仅需单GPU即可生成1080P视频。 OpenAI开发社交媒体原型产品，收购Context.ai，并任命新顾问。 Founders Fund完成46亿美元后期基金，HF0加速器新基金规模达1亿美元。 Google扩大亚太可再生能源投资，将Veo 2提供给Gemini Advanced用户，并遭日本反垄断调查。 中国App占据美国iOS电商应用榜前三，Temu停止投放Google Shopping广告后排名下滑。 AI在数学领域取得新进展，辅助破解数学难题，并在奥赛中达到银牌水平。 威蓝动力科技成立，注册资本5亿，拓展汽车零部件制造领域。 马斯克重心转向无人出租车和人形机器人，搁置Model 2，特斯拉Cybercab和Semi量产受关税阻碍。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Nvidia plans to manufacture AI chips in the US and invest $500 billion in AI infrastructure. Meta will use publicly available content from EU users to train AI models, raising data privacy concerns. 360 claims that the Harbin Asian Winter Games suffered AI agent network attacks from the US NSA. Marshmallow secures $90 million in funding, valuing the company at over $2 billion, to expand its insurance services. BYD invests $1.1 billion to build a factory in Brazil with an annual production capacity of 150,000 electric vehicles. SSI, founded by Sutskever, secures $2 billion in funding, valuing the company at $32 billion, with the goal of building safe superintelligent AI. TSMC plans to begin small-batch mass production of panel-level advanced chip packaging in 2027, and AMD will use TSMC's N2 process to manufacture 2nm chips. Amazon is increasing its AI investment, allocating $100 billion to infrastructure this year and increasing its investment in Anthropic to $8 billion. Apple plans to launch an "AI doctor" service, providing personalized recommendations by analyzing health data. The text content has been updated on the WeChat official account: good night coffee GNC

英伟达计划在美国本土生产AI芯片，并投资5000亿美元建设AI基础设施。 Meta将使用欧盟用户公开内容训练AI模型，引发数据隐私担忧。 360称哈尔滨亚冬会遭受美国NSA的AI智能体网络攻击。 Marshmallow获9000万美元融资，估值超20亿美元，拓展保险服务。 比亚迪投资11亿美元在巴西建厂，年产能15万辆电动汽车。 Sutskever创立的SSI获20亿美元融资，估值达320亿美元，目标构建安全超智能AI。 台积电计划2027年小批量量产面板级先进芯片封装，AMD采用台积电N2工艺制造2纳米芯片。 亚马逊加大AI投资，今年投入1000亿美元用于基础设施，并追加投资Anthropic至80亿美元。 苹果计划推出“AI医生”服务，通过分析健康数据提供个性化建议。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI plans to launch an identity verification system to prevent API abuse and is also planning to release GPT-4.1 and multiple inference models. Apple is developing a new Vision Pro, possibly named Vision Air, focusing on lightweight and affordability, and is also developing a professional application version. Neta Auto is facing multiple challenges, including a sharp drop in sales, huge losses, and dealer rights protection, and is undergoing strategic adjustments. The text content has been updated to the "Good Night Coffee GNC" WeChat official account.

OpenAI拟推身份验证系统，防API滥用，并计划发布GPT-4.1及多款推理模型。 苹果研发新款Vision Pro，或命名Vision Air，主打轻便经济，并开发专业应用版本。 哪吒汽车面临销量暴跌、巨额亏损、经销商维权等多重挑战，正进行战略调整。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI has nearly 800 million users, GPT-4 is phasing out, and Altman claims ChatGPT is not AGI. Huawei releases Ascend-native Pangu Ultra large model, outperforming Llama and Mistral. Apple is accelerating the transfer of iPhone production lines to India, accounting for 20% of global production. Musk's xAI acquires X Corp., valuing X at $33 billion. Purple Mountain Laboratories unveils the world's first 6G communication, intelligence, and sensing integrated field trial network. Meituan and JD.com intensify competition in the food delivery market, with Meituan planning to launch \"Meituan Flash Sale.\" BYD plans to become the best-selling car brand in the UK within five years. The US exempts some electronic products from tariffs, but still needs to comply with the 20% tariff on China. Alibaba's AI assistant Quark has become the most popular AI application in China.

OpenAI用户接近8亿，GPT-4将退出，Altman称ChatGPT非AGI。 华为发布昇腾原生盘古Ultra大模型，性能超越Llama和Mistral。 苹果加速将iPhone生产线转移至印度，占比全球产量20%。 马斯克旗下xAI收购X公司，对X估值330亿美元。 紫金山实验室公开全球首个6G通智感融合外场试验网。 美团与京东在外卖市场竞争加剧，美团计划发布“美团闪购”。 比亚迪计划五年内成为英国销量最大的汽车品牌。 美国对部分电子产品免征关税，但仍需遵守对华20%关税。 阿里巴巴旗下AI助手Quark成为中国最受欢迎的AI应用。 文字内容已经更新到：《晚安咖啡GNC》 公众号

* Meta Platforms welcomes Stripe founder Patrick Collison and BDT & MSD executive Dina Powell McCormick to its board, amid an ongoing U.S. antitrust lawsuit. * Tesla enters Saudi Arabia with showrooms and charging networks, while halting new Model S and Model X orders in China, reflecting trade tensions. * Ireland’s Data Protection Commission investigates X Corp for allegedly misusing EU user data to train Grok, spotlighting AI privacy concerns; xAI’s merger with X Corp is valued at $113 billion. * Amazon CEO Andy Jassy underscores $100 billion AI investment, developing Trainium chips to rival GPUs; Anker raises prices on some U.S. products due to tariffs. * Electric vehicle sector buzzes: Bezos backs a stealth startup, Lucid acquires Nikola’s assets, and GM cuts BrightDrop van production. * Ant Group’s AI chief Xu Peng departs, with its BaiLing model targeting diverse applications; ByteDance ramps up AI glasses and compute spending. * Shanghai’s Fourier Intelligence unveils open-source humanoid robot Fourier N1, boosting robotics ecosystems; SK Hynix overtakes Samsung to lead DRAM and HBM markets. Text content has been updated on the "Good Night Coffee GNC" official account.

* Meta Platforms宣布Stripe创始人帕特里克·科里森与BDT & MSD高管迪娜·鲍威尔·麦考密克加入董事会，适逢公司面临美国反垄断诉讼。 * * 特斯拉正式进入沙特市场，开设展厅并布局充电网络，同时在中国停止Model S和Model X新订单，反映贸易紧张影响。 * * 爱尔兰数据保护委员会调查X公司涉嫌违规使用欧盟用户数据训练Grok，凸显AI隐私争议；xAI与X公司合并估值达1130亿美元。 * * 亚马逊CEO贾西强调AI投资超千亿美元，开发Trainium芯片挑战GPU；Anker因关税上调美国市场部分产品价格。 * * 电动汽车领域动态频频：贝索斯投资神秘初创，Lucid收购Nikola资产，通用汽车削减BrightDrop货车产量。 * * 蚂蚁集团AI负责人徐鹏离职，百灵大模型聚焦多场景应用；字节跳动加码AI眼镜与算力投资，支出规模惊人。 * * 上海傅利叶智能发布开源人形机器人Fourier N1，加速机器人生态发展；SK海力士超越三星，领跑DRAM与HBM市场。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI countersues Musk, alleging he sought to control the company, escalating the legal dispute between the two parties. Amazon is heavily investing in AI, with most of its capital expenditure in 2025 projected to be allocated to AI projects. TSMC's Q1 revenue surged by 42%, driven by strong demand for AI servers and smartphones. Google plans to integrate Gemini with Veo, enhancing AI's understanding of the physical world. Thinking Machines Lab, founded by OpenAI's former CTO, is seeking $2 billion in funding. ByteDance's international revenue grew by over 60%, with TikTok as the primary driver. Google unveils its seventh-generation Tensor Processing Unit, Ironwood, aiming to compete with NVIDIA's B200. Leapmotor implements a comprehensive free policy for intelligent driving software, disrupting industry norms. Huawei's Pura 80 series is expected to debut in May, featuring an upgraded Kirin 9020 chip. Alphabet reaffirms its $75 billion data center investment plan to support AI development. OpenAI's ChatGPT receives a memory function update, enhancing personalized responses. SentinelLabs reports that spammers are abusing OpenAI's API. Google's Platforms and Devices division lays off hundreds of employees to improve operational efficiency. Text content has been updated on the "good night coffee GNC" official account.

OpenAI反诉马斯克，指其曾欲掌控公司，双方法律纠纷升级。 亚马逊大力投资AI，预计2025年资本支出大部分用于AI项目。 台积电Q1营收暴增42%，受益于AI服务器和智能手机需求强劲。 谷歌计划整合Gemini与Veo，提升AI对物理世界的理解。 OpenAI前CTO创办的Thinking Machines Lab寻求20亿美元融资。 字节跳动国际营收增长超60%，TikTok成主要驱动力。 谷歌发布第七代张量处理器Ironwood，对标英伟达B200。 零跑汽车对智驾软件实行全面免费政策，颠覆行业惯例。 华为Pura 80系列预计5月登场，搭载升级版麒麟9020芯片。 Alphabet重申750亿美元数据中心投资计划，支持AI发展。 OpenAI的ChatGPT迎来记忆功能更新，提升个性化响应。 SentinelLabs报告显示，垃圾邮件发送者滥用OpenAI的API。 谷歌平台和设备部门裁员数百人，提高运营效率。 文字内容已经更新到：《晚安咖啡GNC》 公众号

The Trump administration has temporarily suspended restrictions on the export of Nvidia H20 chips to China. Wayve's Level 2 autonomous driving system will be installed in Nissan vehicles starting in 2027. Stardust Intelligence has completed hundreds of millions of RMB in Series A and A+ funding rounds to accelerate the R&D of AI robots. OpenAI is countersuing Musk, accusing him of harassment and attempting a hostile takeover. xAI launches Grok 3 API, providing enterprise-level AI services. Base Power secures $200 million in funding to expand its home battery business. Jack Ma appeared at the Alibaba Cloud campus, wearing a new employee badge with the name "Feng Qingyang." OpenAI releases the o3-mini inference model, and DeepSeek launches the R1 model. Leapmotor B10 is launched, with lidar models setting a new low price. Photonic computing achieves breakthrough, with Lightmatter and MIT developing a new type of photonic chip. Text content has been updated on the "good night coffee GNC" WeChat official account.