谷歌投资核能项目，满足AI数据中心需求；Elementl Power目标2035年上线超10吉瓦核电。 OpenAI或以30亿美元收购AI编程助手Windsurf，拓展AI编程市场，挑战GitHub Copilot。 华为正式推出鸿蒙电脑操作系统，目标取代Windows，Pura 80系列影像升级。 Meta的FAIR迎来战略调整，Rob Fergus回归担任负责人，加大AI基础设施投入。 宁德时代计划在香港上市，拟筹资至少40亿美元，吉利成立电池产业集团。 美国财政部审查Benchmark对中国AI公司Manus AI的投资，或违反对华投资禁令。 苹果加紧芯片研发，为智能眼镜、AI服务器和MacBook开发专用芯片。 微软上海传大规模裁员，赔偿方案远超行业惯例；Windows 11开始菜单更新。 萨姆·奥特曼向埃隆·马斯克示好，希望在AGI研发上展开合作；马斯克推进联邦政府裁员自动化。 苹果调整App Store规则，允许外部链接购买数字商品；PS5支持Apple Pay支付。 NTT计划以164亿美元收购NTT Data剩余股份，加强AI实力，扩大国际业务。 OpenAI考虑调整公司结构，营利性有限责任公司或转型为公共利益公司。 安大略省开建首个小型模块化反应堆，G7国家首例，预计2030年底投用。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Apple considers replacing Google with an AI search engine, Google's stock plunges. Meta appoints former Google DeepMind head to lead AI research. CloudMinds faces difficulties, Figure AI is questioned, humanoid robot sector shows signs of a bubble. Eddie Wu urges Alibaba employees to return to entrepreneurial roots, focusing on AI-driven innovation. Geely plans to privatize Zeekr amidst US-China trade tensions. OpenAI launches Asia data residency program, appoints Instacart CEO as app CEO. Microsoft bans Chinese AI app DeepSeek, citing concerns over data privacy and propaganda influence. World's first AI multiplayer game goes open source, costing less than $1500. TSMC expects full-year revenue growth of approximately 25%, with AI accelerator business doubling. Musk's xAI valuation may reach $120 billion, Starlink benefits from US trade policies. Text content has been updated on the WeChat official account: 《Good Night Coffee GNC》

苹果考虑用AI搜索引擎替代谷歌，谷歌股价大跌。 Meta任命前谷歌DeepMind负责人领导AI研究。 达闼机器人陷困境，Figure AI被质疑，人形机器人领域现泡沫。 吴泳铭呼吁阿里员工回归创业初心，聚焦AI驱动。 吉利拟私有化极氪，正值中美贸易紧张之际。 OpenAI推出亚洲数据驻留计划，任命Instacart CEO为应用CEO。 微软禁用中国AI应用DeepSeek，担忧数据隐私和宣传影响。 世界首个AI多人游戏开源，成本低于1500美元。 台积电预计全年收入增长约25%，AI加速器业务翻倍。 马斯克xAI估值或达1200亿美元，Starlink受益于美国贸易政策。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Instacart CEO Fidji Simo to join OpenAI as CEO of the Applications division, responsible for the application and promotion of research results. Tesla's Robotaxi trademark application faces obstacles, posing challenges to its plan to launch self-driving taxi services in 2025. Google prioritizes the development of Gemini AI services, restricting competitors' access to key search data. Apple is considering adding AI search options to the Safari browser, challenging Google's dominance in search. Geely plans to privatize Zeekr, focusing on its core automotive business and enhancing global competitiveness. DeepSeek partners with Tencent to optimize AI models and integrate them into the HarmonyOS Next system. Qianxun Intelligent receives new investment from Huawei Hubble, accelerating the development of humanoid robots and embodied intelligence. OpenAI launches the \"OpenAI for Countries\" initiative to help countries build artificial intelligence systems. Tariff policies during the Trump administration unexpectedly boosted the development of SpaceX's Starlink project. Stripe launches an AI foundation model and expands stablecoin payment services, enhancing its financial service capabilities. Uber and WeRide expand their autonomous taxi partnership, adding 15 new cities in the next five years.

Instacart CEO Fidji Simo将加入OpenAI担任应用部门CEO，负责研究成果的应用和推广。 特斯拉Robotaxi商标申请受阻，计划2025年推出无人驾驶出租车服务面临挑战。 谷歌优先发展Gemini AI服务，限制竞争对手访问关键搜索数据。 苹果考虑在Safari浏览器中增加AI搜索选项，挑战谷歌搜索主导地位。 吉利计划私有化极氪，聚焦汽车主业，提升全球竞争力。 DeepSeek与腾讯合作优化AI模型，并被集成到鸿蒙OS Next系统中。 千寻智能新增华为哈勃投资，加速人形机器人和具身智能发展。 OpenAI启动“OpenAI for Countries”计划，帮助各国构建人工智能系统。 特朗普政府时期，关税政策意外推动了SpaceX星链项目的发展。 Stripe推出AI基础模型，并拓展稳定币支付服务，增强金融服务能力。 Uber和WeRide扩大无人驾驶出租车合作，未来五年新增15个城市。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI acquires AI programming assistant Windsurf for $3 billion, expanding into the developer tools space. Meta awarded $167 million in damages over NSO Group spyware, combating cyber espionage. NewLimit raises $130 million to accelerate research on reversing aging treatments. Uber plans to acquire Trendyol GO for $700 million, entering the Turkish food delivery market. Jensen Huang says China's AI chip market is huge, and Nvidia is redesigning chips to comply with export controls. Taobao Tmall and Xiaohongshu strategically cooperate to launch the \"Red Cat Plan\" to connect the consumer journey. Cloudwalk Technology faces difficulties, implementing significant layoffs and salary cuts to survive. Google DeepMind releases Gemini 2.5 Pro I/O Edition, enhancing coding and multimodal capabilities. India's domestic chip manufacturing faces setbacks, with Zoho and Adani Group abandoning wafer fab projects.

OpenAI以30亿美元收购AI编程助手Windsurf，扩展开发者工具领域。 Meta因NSO Group间谍软件获赔1.67亿美元，打击网络间谍活动。 NewLimit获1.3亿美元融资，加速逆转衰老治疗研究。 Uber拟7亿美元收购Trendyol GO，进军土耳其食品配送市场。 黄仁勋称中国AI芯片市场巨大，英伟达正重新设计芯片以符合出口管制。 淘宝天猫与小红书战略合作，推出“红猫计划”打通消费链路。 云从科技面临困境，大幅裁员降薪求生存。 谷歌DeepMind发布Gemini 2.5 Pro I/O Edition，提升编码和多模态能力。 印度本土芯片制造受挫，Zoho和Adani集团放弃晶圆厂项目。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Microsoft's market capitalization surpasses Apple to reclaim the top spot globally, fueled by strong earnings and AI investments. Apple's AI China version may be powered by Baidu's ERNIE Bot and Alibaba, expected to debut in iOS 18.6. Tesla's Model 3/Y localization rate exceeds 95% in China, but European sales are significantly down, facing market challenges. DoorDash to acquire Deliveroo for $3.9 billion, expanding its global footprint. Waymo expands Robotaxi factory capacity, plans to collaborate with Toyota to apply its technology to private cars. China's A-share AI sector shows strong performance, driven by policy support and technological advancements. OpenAI remains controlled by a non-profit entity, acquires AI programming assistant Windsurf, and acknowledges ChatGPT update errors. Apple may adjust its iPhone release strategy, develop its own chips, and appeal the App Store fee issue. Phytium releases its first self-developed laptop CPU, with performance reaching domestically leading levels. Musk's companies receive substantial government subsidies, Tesla faces challenges, and SpaceX establishes "Starbase." Text content has been updated on the "good night coffee GNC" official account.

微软受益于强劲财报和AI投资，市值超越苹果重回全球第一。 苹果AI国行版或由百度文心一言和阿里提供技术支持，预计在iOS 18.6中亮相。 特斯拉Model 3/Y国产化率超95%，但欧洲销量大幅下滑，面临市场挑战。 DoorDash将以39亿美元收购Deliveroo，扩大全球业务范围。 Waymo扩大Robotaxi工厂产能，计划与丰田合作，将技术应用于私家车。 A股人工智能板块表现亮眼，政策支持和技术发展是驱动因素。 OpenAI继续由非营利实体控制，收购AI编程助手Windsurf，并承认ChatGPT更新失误。 苹果或调整iPhone发布策略，自研芯片，并就App Store费用问题上诉。 飞腾发布首款自主研发笔记本电脑CPU，性能达到国内领先水平。 马斯克旗下公司获巨额政府补贴，特斯拉面临挑战，SpaceX成立“星城”。 文字内容已经更新到：《晚安咖啡GNC》 公众号

AI coding tool Cursor's parent company, Anysphere, valued at $9 billion, raises $900 million. Meta launches standalone AI app and increases capital expenditure, betting on open-source Llama model. U.S. export controls may cause Nvidia to lose $5.5 billion in revenue in 2025. Tesla sticks to pure vision solution, Xiaomi adjusts autonomous driving name, sales decline in Europe. DeepSeek explores and releases mathematical theorem proving model DeepSeek-Prover-V2, with 671 billion parameters. Kuaishou establishes Keling AI business unit, focusing on "image-to-video" large model. SpaceX's Starbase merges into a city, with Musk stating, "It's a real city now!" Huawei is building a chip production line in Shenzhen, attempting to produce its own 7nm chips and AI processors. Lei Jun steps down as executive director of Xiaomi Home, Xiaomi plans to massively enter the Japanese offline market. Nio's new ET5 exposed, personnel adjustments, over 19,000 new cars delivered in April. Text content has been updated to the "Good Night Coffee GNC" official account.

AI编码工具Cursor公司Anysphere估值达90亿美元，融资9亿美元。 Meta推出独立AI应用并增加资本支出，押注开源Llama模型。 美国出口管制或致英伟达2025年收入损失55亿美元。 特斯拉坚持纯视觉方案，小米调整智驾名称，销量欧洲下滑。 深度求索发布数学定理证明模型DeepSeek-Prover-V2，参数达6710亿。 快手成立可灵AI事业部，发力“图生视频”大模型。 SpaceX星际基地合并为城市，马斯克称“现在是一个真正的城市了！” 华为在深圳建芯片生产线，尝试自产7纳米芯片和AI处理器。 雷军卸任小米之家执行董事，小米计划大规模进军日本线下市场。 蔚来新款ET5曝光，人事调整，4月交付新车超1.9万辆。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Tensions rise between Microsoft and OpenAI, focusing on resource allocation and differences in AI philosophy, with Microsoft seeking to reduce its reliance. Tesla plans to release unsupervised FSD in June, emphasizing a vision-based technology approach to reduce the cost of intelligent driving. TSMC announces its 1.6nm process, expected to be in mass production by the end of 2026, with plans to launch a 1.4nm process in 2028. Temu stops direct shipments from China to the US, shifting to local warehousing and delivery to address changes in US trade policy. Starbase officially incorporated as a city, where SpaceX develops Starship and manages local community affairs. Apple may adjust its iPhone release strategy, staggering the release of Pro and standard versions, possibly delaying it until 2027. Deepin releases a fully domestically produced open-source HarmonyOS PC, and Huawei PCs will also adopt domestic solutions. Buffett announces he will step down as Berkshire CEO at the end of the year, with first-quarter profits declining, and criticizes US tariff policies. Japanese company Disco adopts a "Will" system for management, with solid financial performance, dominating the dicing tool market. Charging volume for new energy vehicles hits a new high during the "May Day" holiday, with many regions upgrading charging facilities to alleviate charging pressure. Text content has been updated to: Good Night Coffee GNC official account.