OpenAI收购Jony Ive创办的io，进军AI消费硬件市场。 美国AI芯片出口管制引英伟达CEO批评，刺激中国自主研发。 谷歌AI搜索引入广告，应对ChatGPT竞争，引发出版商担忧。 马斯克称五年内继续领导特斯拉，开放Autopilot授权。 阿里云未来三年投入3800亿建设云和AI硬件基础设施。 Uber Freight加大对人工智能工具的投入，拓展业务。 LM Arena获1亿美元融资，估值6亿美元，专注AI模型评估。 特斯拉CFO薪酬超1.39亿美元，远超其他科技公司CEO。 研究显示AI具操纵人类观点潜力，引发伦理争议。 AT&T以57.5亿美元收购Lumen Technologies的消费者光纤业务。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Google is heavily investing in AI, integrating Gemini into Chrome, and launching AI Search along with an AI subscription priced at 1800 RMB/month. Tesla plans to launch its Robotaxi service in Austin by the end of June, initially deploying a small number of Model Y vehicles. Apple's large language model Siri upgrade has been delayed again, potentially incorporating Google's Gemini and OpenAI technologies. Nvidia CEO states that US AI chip export controls have failed, accelerating China's independent R&D efforts. Tencent comprehensively showcases its large language model strategy, with Hunyuan TurboS ranking among the top eight globally, accelerating industrial applications. Orca Culture Group has rebranded, and Alibaba Pictures plans to rename itself Damai Entertainment, focusing on "content + technology." Global lithium-ion battery supply chain rankings have shifted, with China regaining the top spot and Europe's competitiveness declining. US TVA has applied to build a small modular reactor, expected to be operational by 2032. Intel is considering selling its Network and Edge (NEX) division, focusing on PC and data center chips. Epic Games' Fortnite is returning to the US App Store. Text content has been updated on the "good night coffee GNC" official account.

谷歌大力投资AI，Chrome集成Gemini，并推出AI搜索和1800元/月AI订阅。 特斯拉计划6月底在奥斯汀推出Robotaxi服务，初期投放少量Model Y。 苹果大模型Siri升级再次延期，或引入谷歌Gemini和OpenAI技术。 英伟达CEO称美国AI芯片出口管制失败，加速中国自主研发。 腾讯全面展示大模型战略，混元TurboS排名全球前八，加速产业应用。 虎鲸文娱集团更名，阿里影业拟更名大麦娱乐，发力“内容+科技”。 全球锂离子电池供应链排名调整，中国重回榜首，欧洲竞争力下降。 美国TVA申请建造小型模块化反应堆，预计2032年投入运营。 英特尔考虑出售网络与边缘部门NEX，聚焦PC和数据中心芯片。 Epic Games《堡垒之夜》重返美国App Store。 文字内容已经更新到：《晚安咖啡GNC》 公众号

* Regeneron Acquires 23andMe Assets Pharmaceutical giant Regeneron won a bankruptcy auction to acquire most of 23andMe’s assets for $256 million, including its Personal Genome Service, Total Health, Research Services, and biobank. This deal will boost Regeneron’s genomics-driven drug discovery using 23andMe’s DNA data. The transaction, pending court and regulatory approval, is expected to close in Q3 2025. * AMD Sells ZT Systems Manufacturing AMD agreed to sell ZT Systems’ server manufacturing business to Sanmina for $3 billion, retaining its AI system design and support teams. Sanmina will become AMD’s preferred manufacturing partner for cloud and AI solutions, with the deal set to close by the end of 2025, pending regulatory approval. * MSI Launches Claw A8 Handheld MSI unveiled the Claw A8 gaming handheld, its first to use an AMD Ryzen Z2 Extreme chip with 24GB DDR5 RAM. Featuring an 8-inch 120Hz FHD display and 1TB SSD, it comes in white and lime green, marking MSI’s shift from Intel to AMD processors. * Microsoft and xAI Collaboration At Build 2025, Microsoft announced that xAI’s Grok 3 and Grok 3 mini AI models will join the Azure AI Foundry platform. Available for a two-week free preview from May 19, pricing starts in June at $3 per million input tokens and $15 per million output tokens, showcasing Microsoft’s push for a diverse AI ecosystem. * Xiaomi’s Chip Investment Surge Xiaomi plans to invest $7 billion (RMB 50 billion) over the next decade in chip design. Its 3nm Xuanjie O1 chip, now in mass production, boasts single-core scores of 3119, multi-core at 9673, and GPU at 22141, surpassing Qualcomm’s Snapdragon 8 Gen3. Xiaomi will host an Investor Day on June 3. * NVIDIA’s Taiwan AI Supercomputer NVIDIA announced plans to build its first AI supercomputer in Taiwan, collaborating with Foxconn on an AI factory equipped with 10,000 GB200 chip units. A new R&D center in Taiwan will also advance quantum computing research. * Apple’s AI Chatbot Progress Apple is testing an in-house AI chatbot led by John Giannandrea, aiming to rival ChatGPT with real-time web search capabilities. This could reduce reliance on Google’s $20 billion search deal and counter antitrust pressures. * Huawei’s HarmonyOS PC Success Huawei’s MateBook Fold, the world’s first HarmonyOS foldable PC, garnered over 47,000 reservations in 14 hours, priced at 23,999–26,999 RMB. With over 1,000 adapted apps, it marks a milestone in Huawei’s PC ecosystem. * CATL Lists on Hong Kong Exchange CATL debuted on the HKEX, raising HK$35.3 billion with a 17%+ stock surge, reaching a market cap over HK$1.35 trillion. Funds will support Hungary projects and zero-carbon tech, reinforcing CATL’s global ambitions. * Microsoft Build 2025 Highlights Microsoft launched the GitHub Copilot coding agent for automated development tasks and open-sourced the Rust-based Edit text editor and Windows Subsystem for Linux (WSL), boosting developer productivity. Content has been updated on the WeChat official account: good night coffee GNC.

* Regeneron收购23andMe资产 医药巨头Regeneron以2.56亿美元在破产拍卖中胜出，收购基因检测公司23andMe的大部分资产，包括其个人基因服务、生物样本库等。这笔交易将助力Regeneron利用23andMe的DNA数据，推动基因组驱动的药物研发。交易预计2025年第三季度完成，需经法院和监管批准。 * AMD与Sanmina交易 AMD以30亿美元将ZT Systems的服务器制造业务卖给Sanmina，自己保留AI系统设计和客户支持团队。Sanmina将成为AMD云机架和AI解决方案的首选制造伙伴，交易预计2025年底完成。这将增强AMD在AI系统制造领域的实力。 * MSI Claw A8发布 MSI推出新款Claw A8游戏掌机，搭载AMD Ryzen Z2 Extreme芯片和24GB RAM，配备8英寸120Hz显示屏和1TB SSD。这是MSI首款采用AMD处理器的掌机，有白色和青柠色两种配色可选。 * 微软与xAI合作 在Build 2025大会上，微软宣布xAI的Grok 3和Grok 3 mini AI模型登陆Azure AI Foundry平台。从5月19日起提供两周免费预览，6月起按每百万token 3美元（输入）和15美元（输出）收费。这标志着微软在AI生态上的又一开放举措。 * 小米芯片投资 小米计划未来十年投入70亿美元（约500亿元人民币）发展芯片设计，其3纳米玄戒O1芯片已开始量产。性能上，单核得分超3119，多核达9673，GPU跑分达22141，超越高通骁龙8 Gen3。小米还将于6月3日举办投资者日。 * 英伟达在台湾布局 英伟达计划在台湾建首座AI超级计算机，并与富士康合作建设AI工厂，配备1万个GB200芯片单元。此外，还将在台湾设立新研发中心，助力量子计算等前沿研究。 * 苹果AI聊天机器人 苹果内部测试自主研发的AI聊天机器人，具备网络搜索功能，目标是让Siri媲美ChatGPT。这可能帮助苹果减少对谷歌搜索的依赖，同时应对反垄断压力。 * 华为鸿蒙电脑热销 华为MateBook Fold折叠电脑搭载HarmonyOS，14小时内预约超4.7万台，定价23999-26999元。系统已适配超1000个应用，这是全球首款鸿蒙折叠电脑，标志着华为PC生态的突破。 * 宁德时代港股上市 宁德时代今日在香港上市，募资353亿港元，首日股价大涨超17%，市值超1.35万亿港元。资金将主要用于匈牙利项目和零碳技术研发，展现其全球零碳经济的雄心。 * 微软Build 2025亮点 微软发布GitHub Copilot编码代理，可自动化开发任务，还开源了Edit文本编辑器和WSL。这些举措将进一步提升开发者的生产力。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Alibaba to invest a whopping 380 billion RMB over the next three years, focusing on its "AI + Cloud" strategy, with soaring revenue for Alibaba Cloud's AI products. SERES New Energy sees a surge in sales, with AITO M9 becoming the sales champion in China's high-end car market. Tencent QQ Browser upgrades with AI, launching QBot. Tencent continues to ramp up its AI strategy, increasing R&D investment. Google releases AlphaEvolve, improving algorithm efficiency. AI is poised to drive the greatest advancements in the search domain. NVIDIA will establish a new headquarters and AI factory in Taiwan and is considering investing in quantum computing company PsiQuantum. BYD releases low-speed electric vehicle batteries, undergoes personnel changes, and adjusts its intelligent strategy. Microsoft Edge will integrate Phi-4 mini, enabling "on-device" AI processing, and is streamlining operations through layoffs. NVIDIA partners with Foxconn to build an AI supercomputer in Taiwan, advancing AI R&D and applications. Apple improves AI technology, upgrades Siri, and collaborates with Alibaba, facing data security concerns. Content has been updated on the WeChat official account: Good Night Coffee GNC

阿里未来三年豪掷3800亿，聚焦“AI+云”战略，阿里云AI产品收入飙升。 赛力斯新能源销量激增，问界M9成中国高端车市场销量冠军。 腾讯QQ浏览器升级AI，QBot上线，腾讯持续加码AI战略，加大研发投入。 谷歌发布AlphaEvolve，提升算法效率，AI将推动搜索领域取得最大进步。 英伟达将在台湾设立新总部和AI工厂，并考虑投资量子计算公司PsiQuantum。 比亚迪发布低速电动车电池，人事变动，智能化战略调整。 微软Edge将集成Phi-4 mini，实现“设备上”AI处理，并裁员精简运营。 英伟达与富士康合作，在台湾构建AI超级计算机，推进AI研发应用。 苹果改进AI技术，升级Siri，并与阿里巴巴合作，面临数据安全担忧。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Meta Delays Llama 4 Release Due to Performance Concerns, Zuckerberg Still Prioritizes AI. Nvidia Adjusts Chip Export Strategy to China in Response to Escalated US Export Controls. Anthropic Secures $2.5 Billion Credit Line to Accelerate AI Technology Development and Expansion. Windsurf Releases SWE-1, the First End-to-End Software Engineering AI Model, Potentially Boosting Development Efficiency by 99%. Salesforce CEO Says Microsoft's OpenAI Partnership Faces Potential Rupture, Microsoft May Replicate Its Strategy Against Slack. Google Seriously Considered Acquiring Netflix, DeepMind Releases AlphaEvolve Optimization Algorithm. Shenzhen Senhe Innovation Faces Operational Difficulties, Underwater Robot Company Sea-Air Intelligent Obtains 50 Million Yuan in Financing. China's First Swarm Carrier Drone "Jiu Tian" Expected to Make Its Maiden Flight by the End of June Next Year. CATL Expects China's Heavy Truck Electrification Penetration Rate to Reach 50% by 2028, Actively Deploying Battery Swap Networks. Y Combinator-Backed Firecrawl is Hiring AI Agents Again, with a Budget of $1 Million. Text content has been updated to: Good Night Coffee GNC Official Account

Meta因性能担忧推迟Llama 4发布，扎克伯格仍将AI列为首要任务。 英伟达调整对华芯片出口策略，应对美国升级的出口管制。 Anthropic获得25亿美元信贷额度，加速AI技术开发和扩张。 Windsurf发布首个端到端软件工程AI模型SWE-1，开发效率或提升99%。 Salesforce CEO称微软OpenAI合作面临破裂，微软或效仿当年对Slack的策略。 谷歌曾认真考虑收购Netflix，DeepMind发布AlphaEvolve优化算法。 深圳森合创新运营困难，水下机器人公司世航智能获5000万元融资。 中国首款蜂群母舰无人机“九天”预计明年6月底首飞。 宁德时代预计2028年中国重卡电动化渗透率达50%，积极布局换电网络。 Y Combinator孵化的Firecrawl再次招聘AI代理，预算100万美元。 文字内容已经更新到：《晚安咖啡GNC》 公众号

* OpenAI, with UAE’s G42, plans a “Stargate” data center in Abu Dhabi larger than Monaco, backed by Nvidia and others, with a 5-gigawatt capacity. * Epic Games accuses Apple of blocking Fortnite on the App Store and EU iOS Epic Store, threatening a global takedown; Apple denies and requests app resubmission. * Gotion High-Tech builds a solid-state battery pilot line with 350Wh/kg density; G-wall semi-solid battery powers eVTOL and EVs, tested over 10,000 km. * ByteDance projects $186 billion in 2025 revenue, driven by TikTok’s global growth; Meta faces antitrust lawsuits and scrutiny over gas-powered data centers. * Nvidia denies providing GPU designs to China, adhering to export rules; CoreWeave’s stock surges 60%, boosted by Nvidia’s 7% stake. * Tesla amends bylaws to curb shareholder lawsuits, adds Chipotle’s president to its board; Xiaomi Auto addresses SU7 quality issues and debunks false claims. * Bridgewater and GaoLing boost Alibaba holdings, with Bridgewater’s stake up 21x; BlackRock sees China’s export resilience and policy support as market positives. * MiniMax’s Speech-02 voice model outperforms OpenAI, supporting 30+ languages, topping ELO scores, and eyeing real-time translation and music synthesis. * BYD reshuffles intelligent driving unit, with Liao Jie rejoining Horizon; Li Feng and Han Bing lead integrated ADAS and cockpit teams; European HQ opens in Budapest. * Anthropic secures a $2.5 billion credit line, doubles revenue to $2 billion, debuts Claude 3.7 Sonnet with hybrid reasoning, and projects cash flow neutrality by 2027. Text content has been updated to the "good night coffee GNC" public account.

* OpenAI与阿联酋G42合作，在阿布扎比建设“星际之门”数据中心，规模超摩纳哥，获Nvidia等巨头技术支持，容量达5千兆瓦。 * Epic Games指控苹果屏蔽《堡垒之夜》在App Store及欧盟iOS商店，威胁全球下线游戏，苹果否认并要求Epic重新提交应用。 * 国轩高科建成全固态电池中试线，能量密度达350Wh/kg，G垣准固态电池应用于eVTOL及新能源汽车，装车测试里程超1万公里。 * 字节跳动2025年营收预计达1860亿美元，TikTok全球扩张推动增长；Meta面临反垄断诉讼及环保争议，计划用天然气供电数据中心。 * 英伟达否认向中国提供GPU设计图，强调遵守出口限制；CoreWeave股价飙升，英伟达持股7%成催化剂。 * 特斯拉修改章程限制股东诉讼，Chipotle总裁加入董事会；小米汽车回应SU7质量问题，承诺免费修复并辟谣不实传闻。 * 桥水基金、景林资产大举增持阿里巴巴等中概股，桥水阿里巴巴持股增21倍；贝莱德看好中国市场出口韧性及政策支持。 * MiniMax发布Speech-02语音模型，性能超OpenAI，支持30+语言，ELO评分全球第一，计划进军实时翻译与音乐合成。 * 比亚迪智能化业务调整，廖杰离职重回地平线，李锋与韩冰整合辅助驾驶与座舱业务；欧洲总部落户布达佩斯，聚焦智能驾驶研发。 * Anthropic获25亿美元信贷额度，收入翻番至20亿美元，Claude 3.7 Sonnet亮相，推出混合推理AI系统，预计2027年停止现金消耗。 文字内容已经更新到：《晚安咖啡GNC》 公众号

CATL plans to list in Hong Kong, potentially raising $5 billion, with institutional subscriptions oversubscribed by more than 30 times. Google rolls out AI-powered accessibility features for Android and Chrome, benefiting people with visual and auditory impairments. Foxconn receives approval to build a semiconductor factory in India, supporting Apple's supply chain diversification. CoreWeave secures a $4 billion cloud computing deal with OpenAI, bringing total collaboration to $16 billion. Lei Jun announces Xiaomi's self-developed chip, Xuanjie O1, is coming soon, restarting chip R&D. Alibaba's Q4 revenue grows by 7%, with strong growth in Alibaba Cloud, but the stock price declines. Apple unveils CarPlay Ultra, with Aston Martin as the first adopter, requiring iPhone 12 or later. OpenAI envisions ChatGPT with "lifelong memory," creating personalized AI assistants. DeepMind introduces FunSearch, using AI to solve mathematical problems, already yielding new discoveries. Epic CEO Tim Sweeney continues to criticize Apple's App Store commission policies. Tencent and Alibaba engage in monetization competition in the field of artificial intelligence, with different strategic focuses. Text content has been updated to: Good Night Coffee GNC Official Account