国产电子束光刻机“羲之”亮相，精度达0.6纳米，破国际垄断。 苹果发布AI战略，推出桌面机器人、智能音箱等新品。 DeepSeek模型延迟发布，因华为昇腾芯片训练遇阻。 甲骨文裁员控成本，同时巨资投资AI基础设施。 腾讯Q2财报亮眼，AI驱动营收利润双位数增长。 微软下一代Windows将更AI化，语音成核心交互。 谷歌斥资90亿美元，扩建俄州云计算与AI基建。 xAI联创离职，成立风投专注AI安全研究。 AI搜索公司Perplexity与浏览器公司洽谈收购。 文字内容已经更新到：《晚安咖啡GNC》 公众号

人工智能初创Perplexity AI向谷歌提出345亿美元收购Chrome浏览器，正值谷歌面临反垄断诉讼。 特斯拉终止Dojo芯片项目，重组工程师团队，转向外部合作与AI5/AI6芯片，以优化AI战略。 英伟达推出具身智能推理模型Cosmos Reason，旨在使机器人像人类一样推理和行动，巩固AI基础设施地位。 GitHub首席执行官年底卸任，GitHub将并入微软CoreAI组织，结束独立运营，加速AI开发。 OpenAI支持Sam Altman联合创立的脑机接口公司Merge Labs，扩展至人机交互领域，加剧与马斯克竞争。 马斯克指控苹果App Store偏袒OpenAI构成反垄断，xAI将采取法律行动，引发科技巨头争议。 华裔创立的Cognition AI凭借AI软件工程师Devin，在21个月内估值达100亿美元，正寻求新融资。 Anthropic向美国政府三大分支机构提供Claude AI模型，每年每机构1美元，旨在加速政府AI应用。 北京银河通用机器人成为全球首批部署英伟达Jetson Thor芯片企业，展示“干活最快”机器人。 微信分付灰度上线借款功能，与支付记录挂钩，支持日常消费，遵循小额贷款监管规定。

AI startup Perplexity AI has offered Google $34.5 billion to acquire its Chrome browser, at a time when Google is facing antitrust lawsuits. Tesla has terminated its Dojo chip project, restructured its engineering team, and is shifting towards external collaboration and AI5/AI6 chips to optimize its AI strategy. NVIDIA has unveiled Cosmos Reason, an embodied AI reasoning model, aiming to enable robots to reason and act like humans, thereby solidifying its position in AI infrastructure. GitHub's CEO will step down by year-end, and GitHub will be integrated into Microsoft's CoreAI organization, ending its independent operations to accelerate AI development. OpenAI is backing Merge Labs, a brain-computer interface company co-founded by Sam Altman, expanding into the human-computer interaction field and intensifying its competition with Elon Musk. Elon Musk has accused Apple App Store of favoring OpenAI, constituting antitrust behavior, and xAI will take legal action, sparking controversy among tech giants. Chinese-founded Cognition AI, with its AI software engineer Devin, has reached a valuation of $10 billion within 21 months and is now seeking new funding. Anthropic is offering its Claude AI model to the three branches of the U.S. government for $1 per agency per year, aiming to accelerate government AI adoption. Beijing Galaxy Universal Robot has become one of the first global companies to deploy NVIDIA Jetson Thor chips, showcasing its \"fastest working\" robot. WeChat Fenfu has soft-launched a loan feature, linked to payment history, to support daily consumption, adhering to small loan regulatory requirements.

OpenAI rolls back GPT-4o and releases GPT-5, with xAI quickly following suit by open-sourcing Grok 4 for free, intensifying the competition between the two AI giants. NVIDIA discusses the commercialization of humanoid robots with China's Unitree and Galaxy Universal, focusing on embodied AI and synthetic data, and is optimistic about the prospects of the Chinese market. Zhipu AI open-sources its hundred-billion-parameter visual understanding model GLM-4.5V, which performs exceptionally well, supports commercial use, and can meticulously analyze images, videos, and reconstruct web pages. Kunlun Tech independently develops the Matrix-3D world model, enabling the creation of diverse scenes from a single image, making significant progress in 3D spatial understanding, and surpassing some international benchmarks. ByteDance and Kuaishou accelerate their AI strategies, with ByteDance centering its efforts around Doubao, and Kuaishou promoting its Keling text-to-video model, as domestic AI technology reshapes the industry landscape. Samsung Electronics develops panel-level advanced packaging SoP technology, which is larger in size, expected to improve chip integration efficiency and reduce costs, challenging Intel and TSMC. US researchers develop a new type of carbon fiber smart plastic, ATSP, which possesses self-healing, shape-changing, and steel-stronger properties, with broad application prospects. Ant Group refutes rumors of a rare-earth RMB stablecoin, reiterating its domestic regulatory stance, while actively applying for stablecoin licenses in overseas markets such as Hong Kong and Singapore. Reddit restricts the Internet Archive from scraping content to prevent AI companies from circumventing data licensing fees, while also protecting user privacy, demonstrating its determination to monetize data. Ford invests $2 billion to accelerate electric vehicle production, focusing on affordable mid-size pickup trucks to address market competition, with a target production start in 2027.

OpenAI回滚GPT-4o并发布GPT-5，xAI紧随其后免费开放Grok 4，两大AI巨头竞争加剧。 英伟达与中国宇树、银河通用探讨人形机器人商用化，聚焦具身智能与合成数据，看好中国市场前景。 智谱AI开源千亿级视觉理解模型GLM-4.5V，表现卓越，支持商业使用，能细致分析图像、视频并还原网页。 昆仑万维自主研发Matrix-3D世界模型，实现“一图生万境”，在三维空间理解上取得显著进展，抢先部分国际目标。 字节跳动与快手加速AI布局，字节以豆包为核心，快手推可灵文生视频模型，国产AI技术重塑行业格局。 三星电子研发面板级先进封装SoP技术，尺寸更大，有望提升芯片集成效率并降低成本，挑战英特尔台积电。 美国研究员开发出新型碳纤维智能塑料ATSP，具备自修复、形状可变且比钢更坚固特性，应用前景广阔。 蚂蚁集团辟谣稀土人民币稳定币传闻，重申国内监管立场，同时积极在香港、新加坡等海外市场申请稳定币牌照。 Reddit限制互联网档案馆抓取内容，防AI公司规避数据许可费，同时保护用户隐私，数据货币化决心显现。 福特投资20亿美元加速电动汽车生产，聚焦经济型中型皮卡，应对市场竞争，目标2027年投产。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Microsoft invests heavily in burying waste to offset AI carbon emissions, sparking controversy. Tesla halts Dojo to focus on AI5/6, transitioning to an integrated training-inference model. Baichuan unveils a medical large model, with performance surpassing OpenAI. TSMC's July revenue hits a new high, driven by AI chip demand. Apple's Siri to be upgraded, creating a voice-first AI interface. Changan Chairman visits Huawei to deepen smart car cooperation. SMIC maintains steady development, not pursuing aggressive capacity expansion. Temu/Shein remain undeterred by high taxes, still achieving growth in the first half of the year. Ledao L90 launches with strong sales, helping NIO turn losses into profits.

微软巨资深埋废物抵消AI碳排，引争议。 特斯拉停Dojo专注AI5/6，转型训推一体。 百川发布医疗大模型，性能超OpenAI。 台积电七月营收创新高，得益AI芯片需求。 苹果Siri将升级，打造语音优先AI界面。 长安董事长拜访华为，深化智能汽车合作。 中芯国际稳步发展，不追求跳跃式扩产。 Temu/Shein无惧高税，上半年仍实现增长。 乐道L90上市热销，助力蔚来扭亏为盈。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Shanghai Xinshang Micro-equipment delivered 500 lithography machines in half a year, aiding China's breakthrough in high-end semiconductor equipment and increasing localization. AI development has led to a surge in data center electricity consumption, driving up power costs and threatening power grids, with states now seeking energy-saving and new power solutions. OpenAI's o3 model defeated xAI's Grok 4 in an AI chess competition, demonstrating strong strategic reasoning capabilities. Anthropic launched \"personality vector\" technology, precisely decoding and guiding LLM personalities to enhance the controllability of AI models. JD.com released a multi-billion intelligent robot acceleration plan, aiding industry commercialization and the implementation of embodied AI scenarios. Due to user dissatisfaction, OpenAI restored the old version of ChatGPT model, GPT-4o, admitting the GPT-5 release was \"bumpy.\" Instagram's \"Friend Map\" sparked privacy concerns, with users claiming their location was still unexpectedly shared even after disabling permissions. Harvard University Endowment Fund invested in BlackRock's Bitcoin ETF, indicating increased acceptance of crypto assets by traditional institutions. Dalian's first Apple Store closed, marking Apple's first store closure in mainland China, possibly reflecting a strategic adjustment in its China operations. Users sued Microsoft for discontinuing free support for Windows 10, demanding the court compel it to continue providing free services.

上海芯上微装半年交付500台光刻机，助力中国高端半导体装备突破，提升国产化水平。 AI发展致数据中心用电激增，推高电费并威胁电网，各州正寻求节能和新电力方案。 OpenAI的o3模型在AI国际象棋赛中击败xAI的Grok 4，展现强大战略推理能力。 Anthropic推“人格向量”技术，精确解码并引导LLM个性，提升AI模型可控性。 京东发布百亿智能机器人加速计划，助力行业商业化和具身智能场景落地。 OpenAI因用户不满，恢复ChatGPT旧版模型GPT-4o，承认GPT-5发布“坎坷”。 Instagram“朋友地图”引隐私担忧，用户称即使关闭权限，位置仍被意外分享。 哈佛大学捐赠基金投资贝莱德比特币ETF，传统机构对加密资产接受度提升。 大连首家Apple Store关闭，系苹果首次在大陆关店，或反映其在华战略调整。 用户起诉微软停止Windows 10免费支持，要求法院强制其继续提供免费服务。

Apple Intelligence will integrate GPT-5. Sam Altman acknowledges GPT-5 issues, to revert to GPT-4o. SoftBank invests heavily in building AI data centers to accelerate StarGate Project. Meta acquires WaveForms AI to strengthen AI voice. Elon Musk criticizes OpenAI's partnership with Microsoft. NASA, Google collaborate to develop AI medical assistant CMO-DA. 芯上微装 delivers its 500th stepper lithography machine. Tesla China's July deliveries decline year-on-year. AI startup employees face high-pressure work choices. Intel internal conflict erupts over foundry direction. Content has been updated on the "good night coffee GNC" official account.

苹果Apple Intelligence将整合GPT-5。 奥特曼承认GPT-5问题，将恢复GPT-4o。 软银斥资建AI数据中心加速星门项目。 Meta收购WaveForms AI强化AI语音。 马斯克批评OpenAI与微软合作关系。 NASA谷歌合作开发AI医疗助手CMO-DA。 芯上微装交付第500台步进光刻机。 特斯拉中国7月交付量同比下滑。 AI初创公司员工面临高压工作选择。 英特尔内部就晶圆厂走向爆发冲突。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI released its new flagship model GPT-5 to all users, offering API access and multiple version options. Apple's AI strategy shifted from internal R&D to external collaboration, launching Apple Intelligence and partnering with OpenAI. Tesla disbanded its Dojo team, shifting its AI computing capabilities towards NVIDIA/AMD chip suppliers. Apple increased its investment in the US to $600 billion, focusing on domestic manufacturing, silicon supply chain, and AI R&D. Duolingo's Q2 earnings report exceeded expectations, with AI driving user growth and profitability, leading to a raised full-year guidance. Embodied AI company Xinghaitu received investment from Meituan and others, increasing its registered capital and focusing on "one brain, multiple forms" robots. The Luxeed brand entered its 2.0 phase, with Huawei taking full lead and Chery in strategic cooperation, planning to invest tens of billions of yuan to expand R&D. Hema closed all its X Membership Stores, focusing on its core businesses Hema Fresh and NB, and achieved its first full-year profitability. Aerospace company Firefly Aerospace listed on Nasdaq, with its stock price surging and market capitalization reaching $8.5 billion. Kai Langer, former Head of BMW Electric Vehicle Design, joined Xiaomi Auto, reporting to his former subordinate. The text content has been updated on the "good night coffee GNC" official account.