The U.S. is considering restricting AI chip exports to Malaysia and Thailand to prevent technology from flowing into China. Meta's high-salary poaching of OpenAI talent has sparked discontent from Altman, intensifying AI competition. Hubei has established a 10 billion RMB humanoid robot industry fund to accelerate the closed-loop of industrial innovation. South Korea's KAIST has released the SpeechSSM spoken language model, enabling a 24-hour AI voice assistant. Domestic GPU manufacturers Moore Threads and Metax have submitted their IPO applications to the STAR Market on the same day. Perplexity AI is seeking $1.5 billion in funding, with Apple potentially acquiring it to challenge Google Search. The HarmonyOS WeChat has launched a new version, aiming to align with and surpass Android and iOS WeChat. DJI drones are assisting in Mount Everest garbage cleanup, doubling efficiency. NVIDIA is acquiring AI startup CentML to strengthen its software stack and GPU applications. iPhone sales in China have increased by 8%, while Brazilian antitrust authorities are accusing Apple of anti-competitive behavior. The text content has been updated on the "Good Night Coffee GNC" official account.

美国考虑限制AI芯片对马来西亚和泰国出口，防技术流入中国。 Meta高薪挖角OpenAI人才，引发Altman不满，加剧AI竞争。 湖北设立100亿人形机器人产业基金，加速产业创新闭环。 韩国KAIST发布SpeechSSM口语模型，实现24小时AI语音助手。 国产GPU厂商摩尔线程、沐曦股份同日提交科创板IPO申请。 Perplexity AI寻求15亿美元融资，苹果或收购挑战谷歌搜索。 鸿蒙微信上线新版本，目标对齐并超越安卓和iOS微信。 大疆无人机助力珠峰垃圾清理，效率提升一倍。 NVIDIA收购AI初创公司CentML，加强软件堆栈和GPU应用。 iPhone在华销量增长8%，巴西反垄断机构指控苹果反竞争行为。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Nvidia's market value hits a new high and plans to reduce RTX 50 series graphics card production to stabilize prices. CoreWeave is the first to deploy the NVIDIA GB300 NVL72 system. JD Logistics launches unmanned light trucks, entering the "car manufacturing" field, targeting the replacement of the traditional 4.2-meter truck market, and plans to deploy over a thousand units by 2026. Apple is considering abandoning its internal AI project and switching to Anthropic or OpenAI models to power Siri, and has discussed opening up its Private Cloud Compute service. The US lifts export restrictions on China's chip design software EDA tools. The three major giants resume supply to China, possibly in exchange for China accelerating rare earth export approvals. Meta appeals the EU's €200 million fine, Threads launches direct messaging and tests usage without an Instagram account, and trains AI chatbots. Safe Superintelligence CEO changes, Daniel Gross joins Meta, Ilya Sutskever takes over as CEO, and the company focuses on the development of safe superintelligent AI systems. Google releases video generation model Veo 3, available to global Google AI Pro subscribers, supports text-to-video synthesis, and integrates safety controls. Research shows that young children outperform top AI systems in visual object recognition, revealing the data efficiency advantages of the human visual system, which may inspire AI technology development. OpenAI CEO Altman criticizes Meta's poaching behavior, OpenAI adjusts compensation, and Robinhood launches tokenized stocks of OpenAI and SpaceX in Europe. Counterpoint Research data shows that Apple's iPhone sales in China increased by 8% year-on-year in the second quarter of this year, mainly due to price cuts and subsidy programs. The text content has been updated to the "good night coffee GNC" official account.

英伟达市值突破新高，并计划减产RTX 50系列显卡以稳定价格，CoreWeave首家部署NVIDIA GB300 NVL72系统。 京东物流发布无人轻卡，入局“造车”领域，瞄准替代传统4.2米货车市场，计划2026年部署超千台。 苹果考虑放弃内部AI项目，转用Anthropic或OpenAI模型驱动Siri，并曾讨论开放Private Cloud Compute服务。 美国解除对中国芯片设计软件EDA工具的出口限制，三大巨头恢复对华供应，或换取中国加快稀土出口审批。 Meta就欧盟对其2亿欧元罚款提起上诉，Threads推出直接消息功能，并测试无Instagram帐户使用，训练AI聊天机器人。 Safe Superintelligence CEO更迭，Daniel Gross加入Meta，Ilya Sutskever接任CEO，公司专注于安全超智能AI系统开发。 谷歌发布视频生成模型Veo 3，面向全球Google AI Pro订阅者开放，支持文本到视频合成，并集成安全控制。 研究显示，幼儿在视觉物体识别方面超越顶尖AI系统，揭示人类视觉系统的数据效率优势，或可启发AI技术发展。 OpenAI CEO奥特曼批评Meta挖角行为，OpenAI调整薪酬，Robinhood在欧洲推出OpenAI和SpaceX等代币化股票。 Counterpoint Research数据显示，今年二季度苹果中国iPhone销量同比增长8%，主要归功于降价促销和补贴计划。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Microsoft Cuts 9,000 Jobs, Xbox Hit Hard to Focus on AI Microsoft announced a 4% workforce reduction, cutting ~9,000 jobs, including Xbox and sales teams, to streamline operations and prioritize AI development; Xbox cancels projects and closes studios like King and Turn 10, while 2025 Q3 revenue grew 15% to $647B. Tesla Faces Second Year of Sales Decline, Energy Storage Shines Tesla delivered 384,122 vehicles in Q2 2025, meeting expectations but showing weak growth; June sales in China broke an 8-month decline; Musk’s controversies and competition weigh, but energy storage revenue topped $10B in 2024 with 31.4GWh deployed. OpenAI Denies Robinhood’s “Equity Tokens,” Musk Slams Structure OpenAI clarified Robinhood’s “OpenAI tokens” are not equity and lack approval; Robinhood markets them as retail investment tools; Musk, suing OpenAI, calls its equity “fake” and criticizes its shift from nonprofit roots. ByteDance’s Robot Production Hits 1,000+, Eyes Embodied AI ByteDance’s wheeled logistics robots surpassed 1,000 units, serving Douyin e-commerce and clients like SF Express; GR-2 model excels in chaotic object grasping; team expanded to 150, aiming for embodied intelligence. Isomorphic Labs Secures $600M for AI Drug Discovery Nobel laureate-led Isomorphic Labs raised $600M, led by Thrive Capital, to advance AI drug design; partnerships with Lilly and Novartis total nearly $3B, accelerating drug pipeline development. Dizal’s Lung Cancer Drug Wins FDA Fast-Track Approval Dizal’s ZEGFROVY, a lung cancer drug for EGFR mutations, gained FDA accelerated approval, the only oral therapy for this mutation; previously approved in China in 2023, with a market cap of $38.1B at $8.30 per share. MiniMax Open-Sources M1 Model, Rivals Google’s Gemini MiniMax launched M1, the world’s second-ranked open-source inference model, supporting 1M token inputs at a $535K training cost; its Hailuo AI video app tops global charts. U.S. Lifts EDA and Ethane Export Bans to China The U.S. canceled restrictions on EDA software and ethane exports to China; Siemens and Synopsys resume sales; China’s Commerce Ministry urges mutual cooperation for stable trade ties. Honor Magic V5 Integrates Alibaba’s AI Agents Honor’s Magic V5 embeds Alibaba’s Tongyi Qianwen-powered Gaode and Fliggy agents for smart travel and document Q&A; Alibaba’s first smartphone AI agent integration enhances user experience. Neta Auto Faces Bankruptcy, WeChat HarmonyOS Upgrades Neta Auto’s parent enters bankruptcy restructuring, seeking investors with 46M+ vehicles sold; WeChat HarmonyOS adds 9 features, with 7M+ installs, aiming to surpass iOS experience. Text content has been updated on the "Good Night Coffee GNC" official account.

* 微软裁员聚焦AI，Xbox游戏部门受冲击 微软宣布裁员约9000人，占全球员工4%，涉及Xbox和销售团队，旨在精简运营、集中资源于AI开发；Xbox取消多个项目，关闭部分工作室，营收仍增长16%。 * 特斯拉销量或连降两年，能源存储业务成新亮点 特斯拉Q2交付38.4万辆，符合预期但增长乏力，中国6月销量打破8个月下滑趋势；马斯克争议和市场竞争加剧影响销量，能源存储业务收入超100亿美元。 * OpenAI澄清Robinhood“股权token”争议，Musk批评其结构 OpenAI声明Robinhood发行的“OpenAI tokens”非股权，未获认可；Robinhood称tokens为散户投资途径，Musk抨击OpenAI偏离非营利使命并提起诉讼。 * 字节跳动机器人量产超千台，瞄准具身智能 字节跳动轮式物流机器人量产超1000台，服务抖音电商和顺丰等；GR-2模型具备世界模型能力，团队扩充至150人，目标打造具身智能。 * Isomorphic Labs获6亿融资，AI制药获礼来诺华支持 诺奖得主领衔的Isomorphic Labs获6亿美元融资，推进AI药物设计；与礼来、诺华合作金额近30亿美元，其技术平台加速新药研发。 * Dizal肺癌药获FDA加速批准，市值达38.1亿美元 Dizal的肺癌靶向药ZEGFROVY获FDA批准，为EGFR突变唯一口服疗法；此前获优先审评，2023年已在中国获批，股价达8.30美元。 * MiniMax开源M1模型，长文本处理媲美谷歌Gemini MiniMax推出全球第二的开源混合架构模型M1，支持100万token输入，强化学习成本仅53.5万美元；Hailuo AI视频生成应用霸榜全球。 * 美国取消对中国EDA和乙烷出口限制，西门子恢复销售 美国撤销对EDA软件和乙烷的对华出口限制，西门子、新思科技恢复中国市场销售；中国商务部呼吁双方增进合作，推动经贸关系稳定发展。 * 荣耀Magic V5整合阿里AI智能体，优化手机体验 荣耀Magic V5搭载阿里通义千问高德、飞猪智能体，支持深度文档问答和行程规划；阿里首次将大模型与垂直场景Agent应用于智能手机。 * 哪吒汽车启动破产重整，微信鸿蒙版功能大升级 哪吒汽车母公司进入破产重整，招募投资人，累计销量超46万辆；微信鸿蒙版新增9大功能，安装量破700万，目标超越iOS体验。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Figma files for IPO, planning to raise $1.5 billion, with a 46% revenue increase in 2025 Q1. Musk's xAI raises $10 billion to expand AI infrastructure, intensifying competition with OpenAI. Apple considers partnering with Anthropic or OpenAI to enhance Siri's AI capabilities. Hewlett Packard Enterprise's $14 billion acquisition of Juniper Networks approved, divesting wireless business. Tesla management reshuffle: Musk takes over sales in Europe and the Americas, Zhu Xiaotong oversees global manufacturing. Baidu releases video generation model MuseSteamer and video product platform \"Hui Xiang.\" Neta Auto's affiliated company has another 2 billion yuan in equity frozen, pre-recruiting investors from the public. NIO's William Li says ET9 is equipped with a self-developed 5nm autonomous driving chip, outperforming Orin-X. Zhipu secures 1 billion yuan investment from Pudong Venture Capital and others, open-sourcing a new generation of visual language model. Meta denies rumors of poaching AI talent with high salaries; Zuckerberg says AI will write most of the software. Ambrook completes $26.1 million Series A funding round to expand its agricultural finance platform.

Figma提交IPO申请，计划募资15亿美元，2025Q1收入增长46%。 马斯克xAI融资100亿美元，扩展AI基础设施，加剧与OpenAI竞争。 苹果考虑与Anthropic或OpenAI合作，增强Siri的AI能力。 惠普企业140亿美元收购瞻博网络交易获批，剥离无线业务。 特斯拉管理层调整，马斯克接管欧美销售，朱晓彤负责全球制造。 百度发布视频生成模型MuseSteamer及视频产品平台“绘想”。 哪吒汽车关联公司20亿股权再被冻结，面向社会预招募投资人。 蔚来李斌称ET9搭载自研5nm智驾芯片，性能超Orin-X。 智谱获浦东创投等10亿元投资，开源新一代视觉语言模型。 Meta否认高薪挖AI人才传闻，扎克伯格称AI将编写大部分软件。 Ambrook完成2610万美元A轮融资，扩展农业金融平台。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Apple May Adopt Anthropic/OpenAI Models to Enhance Siri, Breaking with Self-Developed Tradition. Nvidia's Market Value Soars Driven by AI Demand, Approaching the $4 Trillion Mark. Musk's xAI Secures $10 Billion in Funding to Accelerate Grok Model and Infrastructure Development. Campfire Raises $35 Million in Series A Funding to Provide an AI-Native ERP Platform. Levelpath Secures $55 Million in Series B Funding to Expand its AI-Native Enterprise Procurement Platform. Meta Reorganizes AI Division, Establishes Superintelligence Labs Focused on Artificial General Intelligence. Tesla Completes First Fully Driverless Delivery, Model Y Autonomously Drives to Customer's Home. FaceAI Receives Investment from Kweichow Moutai, Continuing to Promote the Commercialization of Large Models. Huawei Qiankun Intelligent Driving Supports 500,000 Parking Lots, Achieving Parking Space-to-Parking Space Functionality. Leapmotor Achieves Record High Deliveries in June, Reaching 48,006 Units, a Year-on-Year Increase of Over 138%. Amazon CEO Says AI Will Reduce Corporate Employees, Continues to Recruit Robotics and AI Talent. Text content has been updated to: Good Night Coffee GNC Official Account

苹果或将采用Anthropic/OpenAI模型增强Siri，打破自研传统。 英伟达受AI需求驱动市值飙升，逼近4万亿美元大关。 马斯克xAI获100亿美元融资，加速Grok模型及基础设施建设。 Campfire获3500万美元A轮融资，提供AI原生ERP平台。 Levelpath获5500万美元B轮融资，扩展AI原生企业采购平台。 Meta重组AI部门，成立Superintelligence Labs专注通用人工智能。 特斯拉完成首次完全无人驾驶交付，Model Y自主行驶至客户家。 面壁智能获茅台投资，持续推动大模型商业化进程。 华为乾崑智驾支持50万个停车场，实现车位到车位功能。 零跑汽车6月交付创新高，达48006台，同比增长超138%。 亚马逊CEO称AI将减少企业员工，持续招聘机器人AI人才。 文字内容已经更新到：《晚安咖啡GNC》 公众号

英伟达高管纷纷减持股票，套现金额超过10亿美元，正值公司市值创新高。 OpenAI为应对Meta挖角，重新评估薪酬策略，并积极留住人才。 中国大陆通信芯片企业紫光展锐正式启动A股上市进程，估值715亿元。 Neuralink计划明年推出“Blindsight”产品，帮助失明人士恢复视力。 OpenAI扩展服务，为企业和政府提供定制AI模型和应用，最低消费千万美元。 华为开源盘古大模型，并发布云手机相关专利，推进昇腾生态战略。 谷歌AlphaEvolve项目在GPU内核优化方面超越人类，但AI编程的安全性引担忧。 Menlo Ventures计划募集15亿美元新基金，专注投资人工智能领域企业。 北京AI语音公司云知声在港交所上市，但开盘后股价下跌。 中国举办人形机器人足球赛，展示AI驱动的自主运行能力，并加大投资。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Nvidia executives are selling off shares, cashing out over $1 billion, coinciding with the company's market capitalization reaching new highs. OpenAI is reassessing its compensation strategy and actively working to retain talent in response to Meta's poaching efforts. Chinese mainland communication chip company Unisoc has officially launched its A-share IPO process, with a valuation of 71.5 billion yuan. Neuralink plans to launch its "Blindsight" product next year, aiming to help blind individuals regain their vision. OpenAI is expanding its services, offering customized AI models and applications to enterprises and governments, with a minimum spend of $10 million. Huawei has open-sourced its Pangu Model and released patents related to cloud phones, advancing its Ascend ecosystem strategy. Google's AlphaEvolve project has surpassed human capabilities in GPU kernel optimization, but concerns are raised about the safety of AI programming. Menlo Ventures plans to raise a new $1.5 billion fund, focusing on investing in companies in the field of artificial intelligence. Beijing-based AI voice company Unisound went public on the Hong Kong Stock Exchange, but its stock price fell after the opening. China hosted a humanoid robot soccer competition, showcasing AI-driven autonomous operation capabilities and increasing investment. Text content has been updated to the "Good Night Coffee GNC" WeChat official account.