抱歉因为个人原因，今天更新有点迟了~~~ Anthropic研究显示AI模型在特定情境下可能勒索，需重视安全等级。 网易正式宣布进军3A单机游戏领域，首款作品《归唐》无内购。 孙正义计划在美国亚利桑那州打造价值万亿美元的AI产业综合体。 南开大学介入式脑机接口技术取得突破，助偏瘫患者恢复运动功能。 Character.AI任命Meta前高管为CEO，计划改进安全过滤器。 OpenAI前CTO成立的Thinking Machines Lab估值百亿美元。 华为与鸿蒙商用伙伴签约，HarmonyOS 6启动开发者Beta。 苹果遭股东集体诉讼，指控其在AI整合Siri时间上存在虚假陈述。 特斯拉Robotaxi服务明年推出，配备安全监督员引发安全担忧。 Meta与Oakley合作推出新款AI智能眼镜Oakley Meta HSTN，续航升级。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI Enterprise introduces discounts, intensifying competition with Microsoft and seeking to reduce its control. Nvidia actively invests in AI and energy, stockpiling resources for future AI development. Huawei HarmonyOS ecosystem developers exceed 8 million, with HarmonyOS 6 officially unveiled and open-sourced. Texas Instruments plans to invest $60 billion in expansion, while Intel explores new chip manufacturing processes. The head of Xiaohongshu's commercialization departs to pursue entrepreneurship in AI and robotics. Ant Group Digital Technologies launches a full-stack financial intelligent agent service and clarifies rumors of cooperation with Hainan Huatie. Tesla's Robotaxi plan is delayed, raising safety concerns. Meta attempted to acquire AI startup Safe Superintelligence and poached OpenAI employees with high salaries. SpaceX's Starship prototype exploded before a static fire test. Unitree Robotics completes Series C financing, solidifying its leadership in the quadruped robot field. Text content has been updated to: Good Night Coffee GNC Official Account

OpenAI企业版推出折扣，与微软竞争加剧，并寻求减少对其控制。 英伟达积极投资AI和能源领域，为未来AI发展储备资源。 华为鸿蒙生态开发者破800万，鸿蒙OS 6正式亮相并开源。 德州仪器计划投资600亿美元扩产，英特尔探索芯片制造新工艺。 小红书商业化负责人离职，将投身人工智能和机器人创业。 蚂蚁数科推出全栈金融智能体服务，并澄清与海南华铁合作传闻。 特斯拉Robotaxi计划推迟，安全问题引发担忧。 Meta曾试图收购AI初创公司Safe Superintelligence，并高薪挖角OpenAI员工。 SpaceX星舰原型机在静态点火测试前发生爆炸。 宇树科技完成C轮融资，巩固其在四足机器人领域的领导地位。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Midjourney has released its first AI video generation model, V1, capable of transforming static images into short videos. Amazon's CEO anticipates that generative AI will reduce the number of corporate employees, encouraging staff to learn AI. Altman revealed that Meta once offered exorbitant bonuses to poach OpenAI employees, but no one accepted. SK Hynix is supplying HBM4 memory to Nvidia ahead of schedule, with prices expected to rise by over 30%. Microsoft is developing the next-generation Xbox game console, collaborating with AMD to design the chips. AI unicorn MiniMax has released its open-source large model, M1, supporting a million-token context window. BYD is collaborating with ByteDance, leveraging AI technology to tackle challenges in power batteries. The Hong Kong University of Science and Technology has released its first medical world model, MeWM, simulating tumor evolution. Waymo plans to test autonomous vehicles in Manhattan, while Zoox expands its autonomous driving footprint. Text content has been updated on the "Good Night Coffee GNC" official account.

Midjourney发布首款AI视频生成模型V1，可将静态图像转化为短视频。 亚马逊CEO预计生成式AI将减少企业员工数量，鼓励员工学习AI。 奥特曼透露Meta曾开出天价奖金挖角OpenAI员工，但无人接受。 SK海力士提前向英伟达供应HBM4内存，预计价格上涨超30%。 微软开发下一代Xbox游戏主机，与AMD合作设计芯片。 AI独角兽MiniMax发布开源大模型M1，支持百万token上下文。 比亚迪与字节跳动合作，利用AI技术攻坚动力电池难题。 香港科技大学发布首个医学世界模型MeWM，模拟肿瘤演变。 Waymo计划在曼哈顿测试自动驾驶汽车，Zoox扩大自动驾驶布局。 文字内容已经更新到：《晚安咖啡GNC》 公众号

TSMC's 2nm process achieves yield breakthroughs, with GAA technology delivering significant energy efficiency improvements. Elon Musk's xAI seeks nearly $10 billion in funding to cope with high expenditures, valuing the company at $80 billion. Amazon anticipates reducing corporate positions due to AI, accelerating AI applications and investment. Applied Intuition completes $600 million in funding, valued at $15 billion, expanding its vehicle intelligence platform. JD International insists on localization, with Liu Qiangdong stating that cross-border e-commerce is unsustainable, and ventures into the travel and hospitality industry. Meta is fully transitioning to the Reels format, simplifying the Facebook video experience. OpenAI and Microsoft are in negotiations to restructure the profit-making division, seeking financial concessions and ownership changes. Google launches the Gemini 2.5 series, challenging OpenAI's enterprise market position, and adds video analysis capabilities. EHang and Gotion High-tech deepen cooperation to upgrade eVTOL power systems, promoting the development of the low-altitude economy. China Mobile's Yang Jie predicts the emergence of silicon-based life, advocating for "AI+" and "carbon-silicon fusion innovation." Text content has been updated to: 《晚安咖啡GNC》 (good night coffee GNC) Official Account

台积电2纳米工艺良率突破，GAA技术带来显著能效提升。 马斯克xAI寻求近百亿美元融资，应对高额支出，估值达800亿美元。 亚马逊预计因人工智能减少企业职位，加速AI应用和投资。 Applied Intuition完成6亿美元融资，估值150亿，扩展车辆智能平台。 京东国际坚持本地化，刘强东称跨境电商不可持续，进军酒旅行业。 Meta全面转向Reels格式，简化Facebook视频体验。 OpenAI与微软谈判重组盈利部门，寻求财务让步和所有权变更。 谷歌推出Gemini 2.5系列，挑战OpenAI企业市场地位，新增视频分析功能。 亿航智能与国轩高科深化合作，升级eVTOL动力系统，推动低空经济发展。 中国移动杨杰预测硅基生命涌现，倡导“AI+”和“碳硅融合创新”。 文字内容已经更新到：《晚安咖啡GNC》 公众号

TSMC's 2nm process yield exceeds 60%, with Apple, NVIDIA, and others already booking capacity, mass production slated for 2025. OpenAI is considering accusing Microsoft of anti-competitive practices, or adjusting partnership terms, straining the relationship between the two companies. Meta will introduce ads in WhatsApp "Status," expanding its monetization model, personal chats remain unaffected. ByteDance is increasing investment in AI Agent R&D, with Li Hang stepping down as head of the lab, and Volcano Engine experiencing rapid revenue growth. Tesla's Model Y becomes the best-selling electric vehicle globally in Q1, plans to launch a six-seater version, and upgrade autonomous driving. China's Dream Boat spacecraft successfully completes zero-altitude escape test, laying the foundation for manned lunar exploration. Alibaba open-sources Tongyi Qianwen MLX quantization model, possibly preparing for Apple Intelligence's entry into China. Rokid launches the world's first smart glasses with payment capabilities, featuring Alipay's "Look and Pay" function. OpenAI wins a $200 million contract from the U.S. Department of Defense to develop cutting-edge AI capabilities. Intel plans to cut 15%-20% of its factory workforce, optimizing operations and focusing on AI and foundry services. Text content has been updated on the "Good Night Coffee GNC" WeChat official account.

台积电2纳米制程良率超60%，苹果、英伟达等已预定产能，2025年量产。 OpenAI考虑指控微软反竞争，或调整合作条款，双方关系紧张。 Meta将在WhatsApp“动态”中引入广告，拓展盈利模式，个人聊天不受影响。 字节跳动加大AI Agent研发投入，李航卸任实验室负责人，火山引擎收入增长迅猛。 特斯拉Model Y成Q1全球最畅销电动车，计划推出六座版，升级自动驾驶。 中国梦舟飞船零高度逃逸试验成功，为载人月球探测奠定基础。 阿里巴巴开源通义千问MLX量化模型，或为Apple Intelligence入华准备。 Rokid推出全球首款可支付智能眼镜，内置支付宝“看一下支付”功能。 OpenAI赢得美国国防部2亿美元合同，开发前沿AI能力。 英特尔计划裁减工厂 workforce 的 15%-20%，优化运营，聚焦AI和代工服务。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Li Hang, head of ByteDance AI Lab, steps down; AI Lab merges into Seed team, core team may undergo adjustments. Akio Toyoda believes that aggressively promoting electric vehicles will impact the supply chain, and that electric vehicles in Japan cause more pollution than hybrid vehicles. Hong Kong is about to release its digital asset policy, with the "Stablecoin Ordinance" taking effect on August 1st, regulating the issuance of stablecoins. Taiwan region includes Huawei and SMIC on the export control list, restricting access to key technologies. OpenAI partners with Google Cloud to reduce reliance on Microsoft, and collaborates with Mattel to develop AI toys. Anthropic's multi-agent AI system performance increases by 90%, Firefox 133 supports custom AI chatbots. Apple's AI chief may be demoted due to slow progress on AI projects, and the robotics team has been removed. Samsung is accelerating the mass production of 2nm chips, aiming to become a second-tier supplier to Nvidia and Qualcomm. Google's AI search mode challenges traditional traffic, with AI ads integrated into generated results. Li Auto establishes a space/wearable robotics department, Lede Robot is rushing for a Hong Kong IPO, and XPeng Motors showcases the results of its AI driver. XPeng Motors showcases the results of its AI driver's "intelligent emergence," and Elon Musk is optimistic about the AI + camera autonomous driving route. Text content has been updated to the good night coffee GNC official account.

字节跳动AI Lab负责人李航卸任，AI Lab并入Seed团队，核心团队或经历调整。 丰田章男认为强推电动车冲击供应链，且日本电动车污染高于混动车。 香港即将发布数字资产政策，8月1日生效《稳定币条例》，规范稳定币发行。 台湾地区将华为、中芯国际列入出口管制清单，限制关键技术获取。 OpenAI与谷歌云合作降低对微软依赖，Mattel合作开发AI玩具。 Anthropic多代理AI系统性能提升90%，Firefox 133支持自定义AI聊天机器人。 苹果AI负责人或被降职，因AI项目进展缓慢，机器人团队被移除。 三星加紧2纳米芯片量产，目标成为英伟达、高通二级供应商。 谷歌AI搜索模式挑战传统流量，AI广告融入生成结果。 理想汽车成立空间/穿戴机器人部门，乐动机器人冲刺港股IPO，小鹏汽车展示AI司机成果。 小鹏汽车展示AI司机“智能涌现”成果，马斯克看好AI+摄像头自动驾驶路线。 文字内容已经更新到：《晚安咖啡GNC》 公众号

AMD unveils Instinct MI355X AI GPU, claiming performance surpasses NVIDIA B200, with potential adoption by OpenAI. Xiaohongshu open-sources its first large model, dots.llm1, demonstrating outstanding performance in Chinese AI evaluations, surpassing DeepSeek-V3. Artificial intelligence challenges the Oracle database market, as Oracle actively integrates AI and announces strong results. Tesla plans to deliver fully autonomous vehicles in 2025 and launch Robotaxi service in Austin. Taiwan tightens export controls on Huawei and SMIC, impacting key components for advanced chip production. Amazon plans to invest $13 billion in Australia to develop data center infrastructure to meet AI demands. AI negotiation platform Pactum completes $54 million Series C funding, bringing total funding to over $100 million. Google may sever ties with Scale AI, potentially triggered by Meta's acquisition of Scale AI shares. Huawei showcases \"digital wind tunnel\" to address AI model training computing power waste; Guangdong Mobile partners with Huawei to launch 5G-A high-speed rail dedicated network acceleration service. Influencer disassembles Huawei Pura 80 Ultra, showcasing the intricate structure of the \"one-mirror dual-eye telephoto lens\"; He Gang states that user feedback is the driving force behind the improvement of the HarmonyOS system. Shenzhen Digital China completes tens of millions of yuan in Angel+ round funding, focusing on the large-scale commercialization of AGI robots. AI toy company Beipei Technology completes Pre-A round investment, launching AI toy brand \"Kedo Peipei\". Humanoid robot large model company Zai Wu Jie completes tens of millions of yuan in financing, led by Lenovo Star.