Google unveils VaultGemma, the first open-source LLM trained with end-to-end differential privacy, marking a landmark achievement. OpenAI doubles GPT-5 API rate, optimizing developer experience and meeting concurrent demands. CVC acquires a majority stake in Namecheap, the world's second-largest domain registrar, for $1.5 billion. Meituan Keeta enters Kuwait, accelerating its expansion in the Middle East market.

Google发布VaultGemma，首个全程差分隐私训练的开源LLM，里程碑式进展。 OpenAI翻倍GPT-5 API速率，优化开发者体验，满足并发需求。 CVC以15亿美元收购全球第二大域名注册商Namecheap多数股权。 美团Keeta进军科威特，加速中东市场布局。 文字内容已经更新到：《晚安咖啡GNC》 公众号

* OpenAI and Microsoft reach preliminary agreement to restructure OpenAI’s for-profit arm into a public benefit company, with its nonprofit parent expected to hold equity valued over $100 billion * Microsoft Research publishes a breakthrough in Nature: a prototype Analog Optical Computer (AOC), projected to deliver 100x energy efficiency over GPUs * U.S. power grid faces pressure from soaring AI data center energy demand; Biden administration pushes zero-emission data centers, while Google explores small nuclear reactors * AI-driven biotech startup Lila Sciences raises $235 million, reaching a $1.23B valuation, becoming a new AI-powered biotech unicorn * WeChat to officially close its JD.com shopping entry on September 30, marking the end of their three-year cooperation deal * AI firm Math Inc.’s agent Gauss formalizes the strong prime number theorem proposed by Terence Tao, generating ~25,000 lines of Lean code * Huazhong University of Science and Technology and partners develop a dual-modal LiDAR system, balancing precision and speed, published in Light: Science & Applications * Genshin Impact HarmonyOS version surpasses 100,000 downloads on launch day; Huawei says HarmonyOS gaming ecosystem now exceeds 10,000 titles * Shanghai Stock Exchange releases STAR Market advisory committee candidate list, including entrepreneurs like Unitree Robotics’ Wang Xingxing and Zhiyuan Robotics’ Peng Zhihui The text content has been updated on the "good night coffee GNC" official account.

* OpenAI与微软达成初步协议，计划将营利性部门转型为公共利益公司，非营利母公司预计持有超1000亿美元股权 * 微软研究院在《自然》发表突破性成果，推出模拟光学计算机AOC，能效预计较GPU提升百倍 * 美国电网因AI数据中心能耗激增承压，拜登政府推动零排放数据中心建设，谷歌等探索小型核反应堆 * AI驱动药物研发公司Lila Sciences获2.35亿美元融资，估值12.3亿美元，成AI生物科技“独角兽” * 微信将于9月30日正式关闭“发现-购物”中的京东入口，双方三年合作协议已到期 * AI公司Math Inc.智能体Gauss完成陶哲轩提出的强素数定理形式化，生成约2.5万行Lean代码 * 华中科大联合团队研发“双模态”激光雷达，实现精度与速度兼顾，成果发表于《光：科学与应用》 * 《原神》鸿蒙版上线首日下载突破十万，鸿蒙游戏生态累计超一万款游戏，华为加大投入 * 上交所公布科创咨询委员会候选名单，宇树科技王兴兴、智元机器人彭志辉等企业家入选 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI and Oracle reached a $300 billion cloud deal, securing 4.5 gigawatts of computing power, while also bringing in Google as a supplier, breaking Microsoft's perceived exclusivity. Stellantis canceled the all-electric Ram 1500 REV, shifting to a range-extended version due to slowing demand in the North American market, and lowered its aggressive EV targets. AI data service provider Micro1 secured $35 million in Series A funding, valuing it at $500 million with $50 million in ARR, while giant Scale AI laid off employees due to customer attrition. 宇树科技 CEO Wang Xingxing stated that embodied AI is poised for an explosion, with the company's quadruped robots holding a high market share and revenue exceeding one billion (RMB), as it prepares for an IPO. Research by MiniMax and HKUST shows that data quality outperforms model scale in complex web search tasks, leading to the open-sourcing of the WebExplorer-8B model. AI applications are actively capturing the higher education market, with high adoption rates among faculty and students, and the global AI in higher education market is projected to reach $25.7 billion by 2033. Via Transportation IPOs on the NYSE with a market capitalization of approximately $3.9 billion, reporting $337.6 million in revenue for 2024, narrowed losses, and its business model gaining recognition. Mastodon launched a quote post feature with protective mechanisms to balance user demand with platform safety, and plans to reorganize as a European non-profit entity. Tesla FSD (Supervised) launched in Australia and New Zealand, marking its debut in right-hand drive markets, though its name and safety still remain controversial. The University of Washington and others developed a flexible magnetoelastic sensor that quantifies fatigue in real-time through eye movements, with potential applications in driver monitoring.

OpenAI与甲骨文达成3000亿美元云协议，获取4.5吉瓦算力，同时引入谷歌为供应商，打破微软独家印象。 Stellantis取消纯电动Ram 1500 REV，转投增程式版本，因北美市场需求放缓，并下调激进电动车目标。 AI数据服务商Micro1获3500万美元A轮融资，估值5亿，ARR达5000万，而巨头Scale AI因客户流失裁员。 宇树科技CEO王兴兴称具身智能将爆发，公司四足机器人市占率高，营收超十亿，正筹备IPO。 MiniMax与港科大研究显示，复杂网络搜索任务中数据质量胜过模型规模，开源WebExplorer-8B模型。 AI应用正积极抢占高校市场，教师学生使用率高，全球高等教育AI市场预计2033年达257亿美元。 Via Transportation纽交所IPO，市值约39亿美元，2024年营收3.376亿美元，亏损收窄，业务模式获认可。 Mastodon推出带保护机制的引用帖子功能，以平衡用户需求与平台安全，并计划重组为欧洲非营利实体。 特斯拉FSD监督版在澳大利亚和新西兰上线，首次进入右舵市场，但其名称和安全性仍存争议。 华盛顿大学等开发柔性磁弹性传感器，通过眼球运动实时量化疲劳，有望应用于驾驶员监测。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI Approved for Restructuring, Non-Profit Parent Company Retains Overall Control, Microsoft Deepens Partnership. Competition for Autonomous Driving "World Models" Heats Up, Tesla, Huawei, and Others Accelerate Deployment. Alibaba Releases Qwen3-Next Model, Pours Massive Investment into AI to Reshape E-commerce Cloud. Baidu and Alibaba Train AI Models Using Self-Developed Chips, Boosting Independent Computing Power. Apple iPhone 17 to Introduce "Memory Protection Shield" for Hardware-Based Spyware Prevention. 具身智能自变量 Secures Nearly 1 Billion in Funding, Alibaba Cloud Makes First Direct Investment. Tesla Obtains Nevada Permit, Advances Robotaxi Testing. NIO Secures 7 Billion Strategic Investment from Hefei, Headquarters to Be Located in Hefei. Content Has Been Updated to the "good night coffee GNC" Official Account.

OpenAI获批重组，非营利母公司仍控全局，微软深化合作。 自动驾驶“世界模型”竞争白热化，特斯拉华为等加速布局。 阿里发布Qwen3-Next模型，巨资投入AI重塑电商云。 百度阿里用自研芯片训AI模型，提升自主算力。 苹果iPhone 17将推“内存防护盾”，硬件防间谍软件。 具身智能自变量获近10亿融资，阿里云首次直投。 特斯拉获内华达州许可，推进Robotaxi测试。 蔚来获合肥70亿战投，总部落地合肥。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI and Oracle signed a 300 billion cloud agreement to ensure AI computing power supports the "Star Gate\" project. Microsoft integrated Anthropic models into Office 365, diversifying its AI strategy. Google DeepMind launched a scientific AI system to accelerate scientific research efficiency.

OpenAI与甲骨文签3000亿云协议，确保AI算力支持“星门”项目。 微软集成Anthropic模型至Office 365，AI策略多元化。 谷歌DeepMind推科学AI系统，加速科研效率。 文字内容已经更新到：《晚安咖啡GNC》 公众号

AI startup Mercor's valuation soared to over $10 billion, with annualized revenue reaching $450 million and already profitable, but it faces competition and lawsuits. SpaceX spent $17 billion to acquire spectrum, vigorously advancing its Starlink Direct to Cell service, aiming to achieve universal global connectivity. Tesla is actively seeking permits to offer Robotaxi ride-hailing services at Silicon Valley airports, accelerating its autonomous driving deployment. French AI startup Mistral AI completed a €1.7 billion Series C funding round, with a valuation of $14 billion, solidifying its leading position in European AI. Microsoft introduced Anthropic AI models for Office 365 Copilot, aiming to reduce its reliance on OpenAI and diversify its AI technology. Fintech company Ramp achieved $1 billion in annualized revenue, with a valuation of $22.5 billion, offering corporate credit cards and expense management. Robinhood launched its "Robinhood Social" copy trading feature and released AI trading tools, aiming to build a financial super app. Apple plans to launch the ultra-thin "iPhone Air" in 2025, expected to be the thinnest iPhone ever, incorporating multiple patented technologies. OpenAI is supporting the AI-animated feature film "Critterz," aiming to demonstrate how AI can significantly reduce film production costs and time. The European hyperloop set a speed record in tests in the Netherlands, demonstrating magnetic levitation track-switching technology for the first time, advancing towards full-speed operation. The text content has been updated to the "good night coffee GNC" official account.

AI初创公司Mercor估值飙升至超100亿美元，年化收入达4.5亿美元并已盈利，但面临竞争与诉讼。 SpaceX斥资170亿美元收购频谱，大力推进星链直连手机服务，旨在实现全球普遍连接。 特斯拉正积极寻求许可，计划在硅谷机场提供Robotaxi网约车服务，加速自动驾驶布局。 法国AI初创Mistral AI完成17亿欧元C轮融资，估值达140亿美元，巩固欧洲AI领先地位。 微软为Office 365 Copilot引入Anthropic AI模型，旨在减少对OpenAI依赖，实现AI技术多元化。 金融科技公司Ramp年化营收达10亿美元，估值225亿美元，提供企业信用卡与支出管理。 Robinhood推出“Robinhood Social”跟单交易功能，并发布AI交易工具，打造金融超级应用。 苹果计划2025年推出超薄“iPhone Air”，有望成为史上最薄iPhone，采用多项专利技术。 OpenAI支持AI动画长片《Critterz》，旨在展示AI如何显著降低电影制作成本和时间。 欧洲超级高铁在荷兰测试中创下速度纪录，首次展示磁悬浮变轨技术，推进全速运行。 文字内容已经更新到：《晚安咖啡GNC》 公众号