马斯克xAI公司起诉苹果和OpenAI垄断，指控其合作协议非法扼杀AI竞争，并寻求超10亿美元赔偿。 特斯拉人形机器人Optimus训练策略全面转向纯视觉，通过观看人类视频学习任务，目标年底部署数千台。 日本日经、朝日新闻社联合起诉AI公司Perplexity AI侵犯版权，索赔共3000万美元并要求禁令。 特斯拉因Autopilot致命事故被判赔2.42亿美元，此前曾拒绝6000万美元和解提议，公司计划上诉。 谷歌宣布从2026年起强制所有Android应用开发者进行身份验证，以增强应用安全并打击恶意软件。 字节跳动与阿里巴巴AI高层人才变动加剧，字节挖角阿里大模型技术负责人，凸显行业人才竞争激烈。 上海交大开发MAC基准评估大模型科学推理能力，发现顶尖模型在最新科学内容理解上仍有局限。 中国协同办公市场竞争白热化，腾讯、字节、阿里巨头转向AI能力比拼，推出多项智能办公功能。 美中科学家发现新型钙钛矿氧化物材料，有望推动更具成本效益的太阳能热化学制氢技术发展。 PDD Holdings第二季度营收同比增长7%超预期，但为市场扩张牺牲短期盈利，净利润同比下降。 文字内容已经更新到：《晚安咖啡GNC》 公众号

深度求索 V3.1 released, adopting FP8 precision, hinting at empowering domestic AI chips. xAI open-sources Grok 2.5; Musk establishes\"Macrohard\" to challenge Microsoft. Brain-computer interface technology makes breakthroughs in hydrocephalus diagnosis and treatment, launching the world's first clinical trial. TSMC's US factory accelerates mass production; NVIDIA AI chips to enter production by year-end. Apple faces severe AI talent drain, seeks cooperation with Google to integrate Gemini. Huawei 智界R7/S7 launched; Richard Yu considers Tesla and Xiaomi as rivals. Taobao's \"AI 万能搜\" enters internal testing; Alibaba's \"All in AI\" strategy is being implemented. Humanoid robots drive a surge in the visuo-tactile sensor market; 纬钛 receives funding from Xiaomi. Apple's self-developed 5G modem faces setbacks; agreement with Qualcomm extended to 2026/2027.

深度求索V3.1发布，采用FP8精度，暗示赋能国产AI芯片。 xAI开源Grok 2.5，马斯克成立“Macrohard”挑战微软。 脑机接口技术突破脑积水诊疗，启动全球首个临床试验。 台积电美厂加速量产，英伟达AI芯片年底投产。 苹果AI人才流失严重，寻求与谷歌合作集成Gemini。 华为智界R7/S7上市，余承东将特斯拉小米视为对手。 淘宝“AI万能搜”内测，阿里巴巴“All in AI”战略落地。 人形机器人推动视触觉传感器赛道火热，纬钛获小米融资。 苹果自研5G基带遇阻，与高通协议延长至2026/2027。 文字内容已经更新到：《晚安咖啡GNC》 公众号

NVIDIA is negotiating with the U.S. government to export its new AI chip B30A to China. Robots learn tool use by observing humans, a major breakthrough in AI learning. Anthropic seeks to raise $10 billion, with a potential valuation of $170 billion. Sam Altman hands over daily operational control of OpenAI, with a new CEO taking charge of the application business. DeepSeek releases DeepSeek V3.1, fully adapted to domestic chips for performance enhancement. ByteDance denies developing its own smartphone, focusing instead on opening up AI capabilities to empower hardware partners. China's first "ultra-grade zero-carbon building" is activated, achieving 100% green electricity self-sufficiency. Seres acquires a minority stake in Jinkang Power, strengthening its independent control over core components. Foxconn recalls Chinese engineers from its Indian factory, to be replaced by Taiwanese employees. Alibaba plans to spin off Banma Network for a Hong Kong listing, with cumulative losses of 2.6 billion over three years. The text content has been updated to the "good night coffee GNC" official account.

英伟达正与美政府协商，拟向中国出口新型AI芯片B30A。 机器人通过观察人类学习工具使用，AI学习领域重大突破。 Anthropic寻求融资100亿美元，估值有望达1700亿。 萨姆·奥尔特曼交出OpenAI日常运营权，新CEO执掌应用业务。 深度求索发布DeepSeek V3.1，全面适配国产芯片性能提升。 字节跳动否认自研手机，聚焦AI能力开放赋能硬件伙伴。 中国首个“超阶零碳建筑”启用，实现100%绿电自给自足。 赛力斯收购金康动力少数股权，强化核心零部件自主掌控。 富士康召回印度工厂中国工程师，由台湾员工接替。 阿里巴巴计划分拆斑马网络赴港上市，三年累计亏损26亿。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Apple and Google discuss Gemini powering Siri. 深度求索V3.1 boosts domestic chips. Meta partners with Midjourney to enhance AI vision. Written content is now available on: 'good night coffee GNC' official account.

苹果谷歌谈Gemini赋能Siri。 深度求索V3.1引爆国产芯片。 Meta联手Midjourney提升AI视觉。 文字内容已经更新到：《晚安咖啡GNC》 公众号

* Elon Musk reportedly offered a $97.4 billion acquisition bid for OpenAI, but the board rejected it, calling it a “false proposal.” * Meta has signed a six-year, $10 billion deal with Google Cloud, strengthening its AI infrastructure at scale. * Nvidia is in talks with Chinese regulators over its H20 chip security concerns, with CEO Jensen Huang insisting the chips have “no backdoors.” * Google expands its AI-powered search mode to 180 countries, adding task-agent features while beating both revenue and profit expectations. * Tencent’s AI investment drives earnings growth, while Baidu’s AI business surpassed 10 billion yuan revenue for the first time, though margins remain pressured. * DeepSeek unveils V3.1, a 685-billion-parameter model supporting a new precision format for domestic chips. * MIT research finds patients are more likely to trust AI-generated medical advice, raising regulatory concerns over potential misdiagnosis risks. * Tesla launches the Model Y L in China, equipped with ByteDance’s Doubao and DeepSeek models, highlighting a push toward stronger local AI integration.

马斯克曾提议974亿美元收购OpenAI，但遭董事会拒绝，OpenAI称其“虚假要约” Meta与谷歌云签署六年百亿美元协议，全面强化AI基础设施 英伟达与中国就H20芯片安全问题谈判，黄仁勋重申“不含后门” 谷歌AI搜索模式覆盖180国，新增任务代理功能，营收利润双超预期 腾讯AI投入驱动业绩增长，百度AI新业务首次破百亿但利润承压 DeepSeek V3.1发布，6850亿参数支持国产芯片新精度格式 MIT研究发现患者更信AI医疗建议，或致误诊风险引发监管担忧 特斯拉Model Y L在华上市，搭载字节豆包与DeepSeek模型，强化本土化战略

ByteDance open-sources Seed-OSS, setting new AI records with its 512K ultra-long context window and efficient inference. OpenAI GPT-5 Pro demonstrates advanced mathematical reasoning capabilities, even capable of solving open-ended problems. OpenAI's monthly revenue reaches $1 billion, but it faces a severe computing power shortage and plans to invest trillions to build data centers. Robotics AI company FieldAI raises $405 million, valued at $2 billion, focusing on embodied AI foundation models. Baidu's Q2 AI new business revenue exceeds 10 billion RMB, with Smart Cloud and Apollo Go accelerating their global expansion. A new AI system enables autonomous driving to break free from GPS dependence, enhancing vehicle navigation capabilities in complex environments. Fanzhi Medical completes a D+ round financing in the hundreds of millions of RMB, accelerating the application of AI in rapid disease diagnosis. Banma Zhixing seeks a Hong Kong IPO, spun off from Alibaba, becoming China's largest intelligent cockpit solution provider. Dreame Technology enters the drone business, leveraging home appliance technology to strategically enter the low-altitude economy. The US version of the Google Pixel 10 series will remove the physical SIM card slot, fully transitioning to eSIM technology.

字节跳动开源Seed-OSS，以512K超长上下文和高效推理刷新AI记录。 OpenAI GPT-5 Pro展现高级数学推理能力，甚至能解决开放性问题。 OpenAI月收入达10亿美元，但面临严重算力短缺，计划投入万亿建数据中心。 机器人AI公司FieldAI融资4.05亿美元，估值20亿，专注具身智能基础模型。 百度二季度AI新业务收入破百亿，智能云与萝卜快跑全球化加速。 新AI系统使自动驾驶摆脱GPS依赖，提升车辆在复杂环境下的导航能力。 凡知医学完成亿元级D+轮融资，加速AI在疾病快速诊断领域应用。 斑马智行寻求港股IPO，从阿里巴巴分拆，成为中国最大智能座舱方案商。 追觅科技进军无人机业务，利用家电技术布局低空经济。 谷歌Pixel 10系列美国版将移除实体SIM卡槽，全面转向eSIM技术。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Meta reorganizes AI division, targeting superintelligence. OpenAI GPT-5 testing raises questions. Microsoft Copilot deepens AI integration. NVIDIA's China AI chip to be released.