AMD发布Instinct MI355X AI GPU，性能据称超越英伟达B200，OpenAI或采用。 小红书开源首个大模型dots.llm1，中文AI评测表现出色，超越DeepSeek-V3。 人工智能挑战甲骨文数据库市场，甲骨文积极整合AI并公布强劲业绩。 特斯拉计划2025年交付全自动驾驶汽车，并在奥斯汀启动Robotaxi服务。 台湾收紧对华为、中芯国际的出口管制，涉及先进芯片生产关键部件。 亚马逊计划在澳大利亚投资130亿美元，发展数据中心基础设施应对AI需求。 AI供应商谈判平台Pactum完成5400万美元C轮融资，总融资额超1亿美元。 Google或将切断与Scale AI联系，Meta收购Scale AI股份或为导火索。 华为展示“数字化风洞”，解决AI模型训练算力浪费问题；广东移动联合华为推出5G-A高铁专网加速服务。 网红博主拆解华为Pura 80 Ultra，展示“一镜双目长焦镜头”精密结构；何刚称用户反馈是鸿蒙系统完善动力。 深圳数字华夏完成数千万元天使+轮融资，专注AGI机器人规模商用。 AI玩具公司贝陪科技完成Pre-A轮投资，推出AI玩具品牌“可豆陪陪”。 人形机器人大模型公司智在无界完成数千万元融资，联想之星领投。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Meta's massive investment in Scale AI raises concerns for Google, potentially leading to the termination of their partnership, while the founder of Scale AI will lead Meta's new AI lab. Google Cloud experiences a large-scale outage affecting numerous services, attributed to a failure in the API management system, with a commitment to take measures to prevent recurrence. Xiaomi SU7 Ultra breaks Nürburgring lap record for production electric vehicles, while addressing concerns about brake disc rust and battery safety. Trump approves Nippon Steel's acquisition of U.S. Steel, setting national security conditions to ensure American interests. Chinese airlines resume receiving Boeing 787s, with Juneyao Airlines receiving its first, marking a new milestone in the internationalization of private aviation. Tencent open-sources Hunyuan 3D 2.1 large model, the industry's first fully open-source industrial-grade 3D generation model. White House directs review of SpaceX contracts, potentially due to disputes between Trump and Musk, with the government possibly taking retaliatory measures. Roborock plans to issue H shares overseas, raising funds for international business expansion, with overseas revenue exceeding domestic revenue for the first time. Walmart, Amazon, and others are considering using stablecoins to save on transaction fees, monitoring the legislative progress of the GENIUS Act. Amazon is reorganizing its healthcare business into six divisions to streamline structure and improve operational efficiency. Mattel partners with OpenAI to develop AI-powered toys and games, exploring AI-enhanced toy interactivity. Google is testing a mobile search AI audio overview feature, generating podcast-style discussions for users. Google announces it will discontinue support for Android Instant Apps in December, due to low usage and engagement. Amazon Web Services (AWS) signs a power purchase agreement with Talen Energy to support data centers and explore advanced nuclear energy. Chinese telecom vendor Datang Mobile initiates three 4G-related patent lawsuits against Xiaomi in German courts. Text content has been updated to: 《good night coffee GNC》 WeChat Official Account

Meta巨额投资Scale AI引发谷歌担忧，或终止合作，同时Scale AI创始人将领导Meta新AI实验室。 Google Cloud大规模中断影响众多服务，归因于API管理系统故障，承诺采取措施防止重演。 小米SU7 Ultra刷新纽北量产电动车圈速纪录，同时回应刹车盘生锈及电池安全问题。 特朗普批准日本制铁收购美国钢铁，设置国家安全条件，确保美国权益。 中国航司恢复接收波音787，吉祥航空接收首架，标志民营航空国际化新里程碑。 腾讯开源混元3D 2.1大模型，为业界首个全链路开源工业级3D生成模型。 白宫指示审查SpaceX合同，或因特朗普与马斯克争端，政府或采取报复措施。 石头科技计划境外发行H股，募资用于国际化业务拓展，境外营收首次超国内。 沃尔玛、亚马逊等考虑使用稳定币以节省交易费用，关注《GENIUS法案》立法进展。 亚马逊将其医疗保健业务重组为六个部门，以简化结构，提升运营效率。 美泰公司与OpenAI合作开发人工智能玩具和游戏，探索AI增强玩具互动性。 Google测试移动搜索AI音频概述功能，为用户生成播客风格的讨论。 Google宣布将于今年12月停止对Android Instant Apps的支持，因使用率和参与度低。 亚马逊云服务AWS与Talen Energy签署电力购买协议，支持数据中心，探索新型核能。 中国通信厂商大唐移动在德国法院对小米发起三项4G相关专利诉讼。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Tesla sues former employee, accusing them of stealing trade secrets and founding a rival company. Google Cloud experiences global outage, impacting numerous services, due to identity and access management issues. Mattel partners with OpenAI to integrate AI into toy development, with the first product expected to launch next year. Report indicates a surge in global electric vehicle demand, potentially leading to a lithium supply shortage by 2029. Zinc-iodine batteries show potential, possibly surpassing lithium-ion batteries, but still face technical challenges. AMD releases new AI chip, partnering with OpenAI, with performance reportedly exceeding Nvidia. Ant Group changes legal representative to Han Xinyi, with Eric Jing remaining as Chairman. Nvidia CEO states that future performance forecasts will no longer include the Chinese market, due to US export controls. Neta Auto's restructuring statement leaks, overseas business remains unaffected, and a new CEO will be appointed. Meta's Chief AI Scientist Yann LeCun advocates for "World Models" and introduces the V-JEPA model. Text content has been updated on the WeChat official account: Good Night Coffee GNC.

特斯拉起诉前员工，指控其窃取商业机密并成立竞争对手公司。 Google Cloud全球中断，影响众多服务，原因为身份和访问管理问题。 美泰与OpenAI合作，将AI融入玩具开发，首款产品预计明年上市。 报告显示全球电动汽车需求激增，或导致2029年锂供应短缺。 锌碘电池展现潜力，或超越锂离子电池，但仍面临技术挑战。 AMD发布新AI芯片，获OpenAI合作，性能据称超越英伟达。 蚂蚁集团变更法人代表为韩歆毅，井贤栋仍任董事长。 英伟达CEO表示，未来业绩预测将不再包含中国市场，受美国出口管制影响。 哪吒汽车重整声明流出，海外业务不受影响，新CEO将上任。 Meta首席AI科学家Yann LeCun倡导“世界模型”，并推出V-JEPA模型。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Tesla plans to launch Robotaxi service in June and deliver its first fully autonomous vehicle, while urging Europe to approve FSD technology. Google is restructuring departments, appointing AI architects, and laying off employees to address AI competition and regulatory challenges. Disney and Universal Pictures are suing Midjourney for copyright infringement, accusing its AI generator of unauthorized character replication. Nvidia will expand its AI computing capabilities in Europe and partner with Mistral AI to build a cloud platform. Coco Robotics has completed $80 million in financing to expand its delivery robot fleet. Alibaba engineers worked through the Chinese New Year holiday to accelerate AI model development and launch a foreign trade marketing intelligent agent. Meta is reorganizing its AI R&D system, investing heavily, and poaching AI talent from competitors. Groq has secured $1.5 billion in investment from Saudi Arabia to expand its AI inference infrastructure and challenge Nvidia. AI embodied home robot system provider Woan Robotics has submitted a listing application to the Hong Kong Stock Exchange. Huawei has released the Pura 80 series of mobile phones and regained the top spot in the Chinese mobile phone market share. Text content has been updated to: 《晚安咖啡GNC》 WeChat Official Account

特斯拉计划6月推出Robotaxi服务，并交付首辆全自动驾驶车辆，同时呼吁欧洲批准FSD技术。 谷歌重组部门，任命AI架构师，并裁员以应对AI竞争和监管挑战。 迪士尼和环球影业起诉Midjourney侵犯版权，指控其AI生成器未经授权复制角色。 英伟达将在欧洲扩大AI计算能力，并与Mistral AI合作建立云平台。 Coco Robotics完成8000万美元融资，扩大配送机器人车队规模。 阿里巴巴工程师春节无休，加速AI模型开发，并推出外贸营销智能体。 Meta重组AI研发体系，投入巨资，并从竞争对手处挖角AI人才。 Groq获沙特15亿美元投资，扩展AI推理基础设施，挑战英伟达。 AI具身家庭机器人系统提供商卧安机器人向港交所提交上市申请。 华为发布Pura 80系列手机，并重夺中国手机市场份额第一。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Google Previews Android 16, Introducing Live Updates, Multitasking Features, and Improved Hearing Device Experience. ByteDance Upgrades Doubao Large Model and Seedance Video Model, and Launches AI Glasses, Focusing on AI Applications. Tencent Music Plans to Acquire Ximalaya, Aiming to Expand into the Long-Form Audio Field and Build an All-Scenario Audio Entertainment Matrix. Vast Data Seeks New Round of Funding, Targeting a Valuation of $25 Billion, Focusing on AI Storage Platforms. Proxima Fusion Secures €130 Million in Funding to Develop Nuclear Fusion Technology, Aiming to Build a Power Generation Facility by 2031. Rolls-Royce SMR Selected as Preferred Bidder for UK's Small Modular Reactors, Boosting UK Nuclear Energy Development. Huawei Invests Nearly 1.25 Trillion Yuan in R&D Over Ten Years, Pura 80 Series Significantly Improves Imaging Capabilities. OpenAI Significantly Reduces Prices for the o3 Model, Launches o3-pro, and Partners with Google Cloud to Enhance Computing Power. Tesla Plans to Launch Robotaxi Service in 2025, Initially Using Model Y Vehicles and Accepting Remote Monitoring. Meta Plans to Invest in Scale AI, Deepening its Strength in the AGI Field, Threads to Launch Private Message DM Function. Google Offers Buyout Plans to Employees in Multiple Departments and Requires Some Departments to Return to the Office to Streamline Operations. Uber Partners with Wayve, Planning to Launch Fully Autonomous Robotaxi Service in London in 2026.

谷歌提前发布Android 16，引入实时更新和多任务功能，并改进听力设备体验。 字节跳动升级豆包大模型和Seedance视频模型，并推出AI眼镜，发力AI应用。 腾讯音乐计划收购喜马拉雅，旨在扩张长音频领域，构建全场景音频娱乐矩阵。 Vast Data寻求新一轮融资，目标估值达250亿美元，专注于AI存储平台。 Proxima Fusion获1.3亿欧元融资，用于开发核聚变技术，目标2031年建发电装置。 劳斯莱斯SMR被选为英国小型模块化反应堆首选竞标者，助力英国核能发展。 华为十年研发投入近1.25万亿，Pura 80系列影像能力大幅提升。 OpenAI对o3模型大幅降价，推出o3-pro，并与谷歌云合作增强计算能力。 特斯拉计划2025年推出Robotaxi服务，初期使用Model Y车型，并接受远程监控。 Meta拟投资Scale AI，加深AGI领域实力，Threads将推出私信DM功能。 谷歌向多部门员工提供买断计划，并要求部分部门重返办公室，以简化运营。 Uber与Wayve合作，计划2026年在伦敦推出完全自动驾驶Robotaxi服务。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI's annualized recurring revenue reaches $10 billion, doubling in six months, driven by surging demand for AI tools. Amazon to invest $20 billion in Pennsylvania to build data centers, expanding its cloud computing and AI infrastructure. Qualcomm to acquire Alphawave Semi for $2.4 billion, accelerating its expansion in the data center sector. Warner Bros. Discovery to split into two independently operated companies, Disney completes acquisition of Hulu stake. Metapoly, incubated by the University of Hong Kong, completes tens of millions of RMB in Pre-A round financing for intelligent 3D perception products. The mathematics community engages in heated debate over the capabilities of AI models, DeepMind open-sources "AI Mathematical Proof Standard Exercise Set." Meta in talks to invest in Scale AI, potentially exceeding $10 billion, to strengthen AI data labeling capabilities. TSMC's May revenue increased by 39.6% year-on-year, reaching $10.7 billion, accelerating the construction of its US wafer fab. Huawei makes new progress in AI computing power, facing US export controls, and is responding through technological innovation. Apple introduces the "Foundation Models" framework to lower the barrier to AI entrepreneurship and updates iOS 26. Content has been updated on the WeChat official account: *Good Night Coffee GNC*.

OpenAI年度经常性收入达100亿美元，半年内翻番，AI工具需求激增。 亚马逊将在宾夕法尼亚州投资200亿美元建设数据中心，扩展云计算和AI基础设施。 高通将以24亿美元收购Alphawave Semi，加速其在数据中心领域的扩张。 华纳兄弟探索公司将拆分为两家独立运营的公司，迪士尼完成收购Hulu股份。 香港大学孵化的留形科技完成数千万元Pre-A轮融资，用于智能三维感知产品。 数学界对人工智能模型的能力展开激烈讨论，DeepMind开源“AI数学证明标准习题集”。 Meta洽谈投资Scale AI，金额或超100亿美元，强化AI数据标注能力。 台积电5月营收同比增长39.6%，达107亿美元，加速美国晶圆厂建设。 华为在AI算力领域取得新进展，面临美国出口管制，正通过技术创新应对。 苹果推出“Foundation Models”框架，降低AI创业门槛，并更新iOS 26。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Apple's WWDC is expected to release iOS 26, potentially integrating Google's Gemini, facing developer relations challenges. Meta plans to invest over $10 billion in Scale AI, increasing its commitment to AI data labeling and defense applications. OpenAI's o4-mini model has achieved breakthrough progress in mathematical problem-solving capabilities. SK Hynix benefits from HBM chips, with Q4 profits exceeding Samsung's, becoming the number one in DRAM market share. Alibaba's Tongyi Qianwen 3 open-source model has exceeded 10 million downloads, accelerating AI commercialization. Apple research questions AI reasoning ability, suggesting it relies on pattern matching rather than true understanding. Neuralink partners with Grok, utilizing brain-computer interfaces and AI to "give a voice" to ALS patients. Waymo self-driving cars were vandalized during protests in Los Angeles, with losses exceeding $600,000. YaoLe Technology receives investment from Xiaomi, focusing on embodied intelligence and flexible tactile sensors. Meta AI plans to launch a paid subscription service, exploring AI monetization models. Text content has been updated on the good night coffee GNC official account.