Intel may lay off over 20,000 employees, focusing on AI chips and advanced manufacturing processes to address financial losses. Tesla is testing FSD ride-hailing, collecting data to prepare for autonomous robotaxis. OpenAI will release an open-weight AI model, challenging open-source models like Meta's. Google Gemini's user base is surging, but its market share still lags behind ChatGPT. Georgia Tech has developed a soft robot that can jump without legs. Meta is globally opening up Threads ad placements, addressing brand safety concerns. TSMC's N3P process is in mass production, and N3X will begin production next year; AMD is among the first customers for 2nm. Musk says China's rare earth controls are affecting Optimus production, seeking export licenses. AI.com's designation has changed; DeepSeek was previously accused of transmitting US user data to China. Text content has been updated on the "Good Night Coffee GNC" official account.

英特尔或裁员超2万人，聚焦AI芯片与先进制程，应对财务亏损。 特斯拉测试FSD网约车，收集数据，为无人驾驶出租车做准备。 OpenAI将发布开放权重AI模型，挑战Meta等开源模型。 谷歌Gemini用户数大增，但市场份额仍落后于ChatGPT。 佐治亚理工学院研发出无需腿部即可跳跃的软体机器人。 Meta在全球开放Threads广告投放，解决品牌安全担忧。 台积电N3P工艺量产，N3X明年投产，AMD成2纳米首批客户。 马斯克称中国稀土管制影响擎天柱生产，寻求出口许可。 AI.com指向变更，DeepSeek曾被指控输送美国用户数据至中国。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Tesla's profits plummet 71%, actively seeking export licenses for Chinese rare earths and cautiously entering the Indian market. Intel plans to lay off over 20% of its workforce, restructuring management to catch up with Nvidia in the AI chip field. ByteDance adjusts its AI product line, with the former head of Maobox leaving and the Xinghui team merging into Doubao. Supabase secures $200 million in Series D funding, reaching a valuation of $2 billion, with a surge in user base. xAI's Grok chatbot launches Grok Vision and memory features, and supports multilingual voice. OpenAI says it would consider acquiring Google Chrome if it were spun off, and has reached a content agreement with The Washington Post. Chinese internet giants are stockpiling Nvidia H20 chips, and Huawei may launch an alternative. Huawei releases solutions such as Qiankun Intelligent Driving ADS 4, and plans to deliver Ascend 910C chips on a large scale. Pony.ai releases its seventh-generation Robotaxi family, announcing in-depth cooperation with multiple automakers and possessing mass production capabilities. CATL co-founder donates 1 billion yuan to Fudan University to support the construction of the Xue Min Advanced Institute. Apple is under investigation for its Apple Intelligence advertising methods, the Siri team is reorganized, and Rockwell takes over. Text content has been updated to the "Good Night Coffee GNC" WeChat official account.

特斯拉利润暴跌71%，积极寻求中国稀土出口许可并谨慎进入印度市场。 英特尔计划裁员超20%，重组管理层以追赶AI芯片领域的英伟达。 字节跳动调整AI产品线，原猫箱负责人离职，星绘团队并入豆包。 Supabase获2亿美元D轮融资，估值达20亿美元，用户量激增。 xAI的Grok聊天机器人推出Grok Vision和记忆功能，并支持多语言语音。 OpenAI称若谷歌Chrome被剥离会考虑收购，并与《华盛顿邮报》达成内容协议。 中国互联网巨头囤积英伟达H20芯片，华为或推出替代品。 华为发布乾崑智驾ADS 4等解决方案，并计划大规模交付昇腾910C芯片。 小马智行发布第七代Robotaxi家族，宣布与多家车企深度合作，并具备量产能力。 宁德时代联合创始人向复旦大学捐赠10亿元，支持学敏高等研究院建设。 苹果因Apple Intelligence宣传方式受调查，Siri团队重组，Rockwell接管。 文字内容已经更新到：《晚安咖啡GNC》 公众号

CATL unveils Naxtra sodium-ion battery with a range of 500 kilometers, planning for mass production by the end of the year. The U.S. Department of Justice sues Google for monopoly, seeking measures such as the sale of Chrome; Google denies the allegations. AI cheating tool developer Lee secures $5.3 million in funding to expand Cluely's AI assistant app. IBM report predicts a significant increase in software R&D budgets for Chinese automakers, reaching 58%. Quantum navigation technology may become an alternative to GPS; Lockheed Martin wins a contract from the U.S. Department of Defense. Embodied AI sees a surge in funding; Tesla is aggressively hiring personnel for humanoid robots. Ant Forest has planted 600 million trees, contributing to desertification control and ecological restoration. Huawei plans to deliver Ascend 910C AI chips in batches starting May next year, targeting Nvidia's H100. Tesla is pushing forward with Optimus mass production, aiming for 500,000 units within three years, while also postponing the release of a low-cost electric vehicle. Text content has been updated on the "good night coffee GNC" official account.

宁德时代发布Naxtra钠离子电池，续航500公里，计划年底大规模量产。 美国司法部起诉谷歌垄断，寻求出售Chrome等措施，谷歌否认指控。 AI作弊工具开发者Lee获530万美元融资，用于扩展Cluely的AI助手应用。 IBM报告预测中国汽车制造商软件研发预算将大幅提升至58%。 量子导航技术或成GPS替代方案，洛克希德·马丁获美国国防部合同。 具身智能领域融资火热，特斯拉大力招聘人形机器人相关人才。 蚂蚁森林已种下6亿棵树，助力荒漠化治理和生态修复。 华为计划明年五月批量交付昇腾910C人工智能芯片，对标英伟达H100。 特斯拉推进Optimus量产，目标三年内达50万台，同时推迟低价电动汽车发布。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Huawei releases Ascend 920 AI chip to rival Nvidia, with mass production expected by the end of 2025. Beijing Humanoid Robot Innovation Center's "Tiangong Ultra" wins a half marathon, with potential for small-batch production in the future. Analysts warn that US chip export restrictions may stimulate Chinese chip innovation and seize market share. ByteDance plans to launch self-developed AI smart glasses, featuring the "Doubao" large language model. The "AI Four Little Dragons" face commercialization challenges, and are all transforming to bet on multimodal large language models. Wedbush analysts warn that Tesla faces a "red alert," and Elon Musk needs to focus on the company. Yin Zhiyao, founder of AMEC, regains Chinese citizenship to help achieve semiconductor self-reliance. Cambricon's Q1 revenue surges, turning profitable, with cloud AI chips achieving scaled application. Huawei's Qiankun Intelligent Technology Conference releases ADS 4; Voyah Auto announces it will be equipped with Huawei's intelligent driving solution. Text content has been updated to: Good Night Coffee GNC (公众号/Public Account)

华为发布昇腾920 AI芯片对标英伟达，预计2025年末量产。 北京人形机器人创新中心“天工Ultra”在半程马拉松夺冠，未来或小批量量产。 分析师警告美国芯片出口限制或刺激中国芯片创新，抢占市场份额。 字节跳动计划推出自研AI智能眼镜，内置“豆包”大模型。 “AI四小龙”面临商业化难题，纷纷转型押注多模态大模型。 Wedbush分析师警告特斯拉面临“红色警报”，马斯克需专注公司。 中微半导体创始人尹志尧恢复中国国籍，助力半导体自主可控。 寒武纪一季度营收暴增扭亏为盈，云端AI芯片实现规模化应用。 华为乾崑智能技术大会发布ADS 4，岚图汽车宣布将搭载华为智驾方案。 文字内容已经更新到：《晚安咖啡GNC》 公众号

* New startup Mechanize founded, aims to automate all jobs, sparking fears of mass unemployment. * Capital One's acquisition of Discover Financial receives final regulatory approval, set to become the largest US credit card issuer. * Beijing Humanoid Robot Innovation Center's "Tiangong" robot slated for mass production, future price potentially comparable to an entry-level car. * Avatr plans Hong Kong IPO for 2026, launches new 06 model, and sets aggressive sales targets. * OpenAI admits new reasoning models o3 and o4-mini have significantly higher hallucination rates than previous versions. * US tariff policies impact Ford and GM, leading to increased costs and potential layoffs. * Meta's Chief AI Scientist Yann LeCun faces criticism as the company accelerates its strategic shift towards AI. * TSMC reiterates it has not supplied advanced chips to Huawei since Sept 2020, complying with US export controls. * SAIC Motor deepens partnership with Huawei to jointly develop "Smart Selection Car" model EVs. * Foxconn's investment in its India iPhone factory drives local real estate prices up by 171%. Text content has been updated to the "good night coffee GNC" WeChat official account.

新创业公司Mechanize成立，旨在自动化所有工作，引发大规模失业担忧 第一资本收购发现金融获最终监管批准，将成美国最大信用卡公司 北京人形机器人创新中心“天工”机器人将量产，未来价格或与汽车相当 阿维塔计划2026年港股上市，发布新车06并设定激进销量目标 OpenAI承认新推理模型o3及o4-mini幻觉率显著高于旧版 美国关税政策冲击福特、通用汽车，导致成本上升和潜在裁员 Meta首席AI科学家杨立昆受批评，公司加速转向AI战略调整 台积电重申未向华为供应先进芯片，遵守美国出口管制 上汽集团与华为深化合作，将联合打造“智选车”模式新能源车 富士康印度iPhone工厂投资带动当地房地产价格飙升171% 文字内容已经更新到：《晚安咖啡GNC》 公众号

A US judge has ruled that Google has an illegal monopoly in the online advertising technology market and faces the risk of being broken up. Nintendo Switch 2 is delayed to June 2025 due to tariff issues, with price increases for both the console and accessories. OpenAI's new inference models, o3 and o4-mini, have high hallucination rates, but the company is researching solutions. China imposes export controls on specific rare earth materials, and the US is accelerating the construction of a domestic rare earth supply chain. Nvidia's CEO visits China, pledging commitment to the Chinese market, but the US is investigating whether its GPUs are illegally flowing to China. Google releases a preview of Gemini 2.5 Flash, focusing on cost-effectiveness and hybrid reasoning. Beijing Yizhuang hosts the world's first humanoid robot half marathon, with the domestic "Tiangong Ultra" taking the championship. Hema achieves its first full-year profit and plans to expand stores and penetrate lower-tier markets. OpenAI releases o3 and o4-mini, with stronger reasoning capabilities, but the hallucination problem persists. Text content has been updated on the "good night coffee GNC" official account.

美国法官裁定谷歌在在线广告技术市场存在非法垄断行为，面临拆分风险。 任天堂Switch 2因关税问题延期至2025年6月，价格上涨，配件也将涨价。 OpenAI新推理模型o3和o4-mini幻觉率高，但该公司正研究解决方案。 中国对特定稀土材料实施出口管制，美国加速构建国内稀土供应链。 英伟达CEO访华，承诺中国市场，但美国调查其GPU是否违规流向中国。 谷歌发布Gemini 2.5 Flash预览版，主打成本效益和混合推理。 北京亦庄举办全球首届人型机器人半程马拉松，国产“天宫Ultra”夺冠。 盒马首次实现全年盈利，计划扩张门店并下沉市场。 OpenAI发布o3和o4-mini，推理能力更强，但幻觉问题依然存在。 文字内容已经更新到：《晚安咖啡GNC》 公众号