AI在ICPC全球赛夺金，迈向通用智能。 英伟达50亿投资英特尔，共研芯片。 Meta力推智能眼镜，愿景个人AI。 小米SU7召回，辅助驾驶存隐患。 谷歌Gemini深度整合Chrome浏览器。 华为发布AI算力全家桶，加速国产化。 阿里本地生活双线作战，团购升级。 xAI内部重组动荡，获60亿融资。 生数科技获数亿融资，加速文生视频。 Notion年收5亿，AI功能驱动增长。 文字内容已经更新到：《晚安咖啡GNC》 公众号

* OpenAI solves all problems at the ICPC programming competition, surpassing Google and human teams. * DeepSeek is featured in Nature, revealing its R1 model's $2 million low-cost training solution. * Huawei launches its full Ascend 950/960/970 AI chip series and plans to release the world's most powerful AI super-node. * AI chip company Groq reaches a $6.9 billion valuation, challenging Nvidia's market position. * Alibaba's self-developed AI chip lands a major customer, marking a key breakthrough in commercialization. * Lyft partners with Waymo to launch a driverless taxi service in Nashville, planned for 2026. * Tesla initiates door handle redesign following a safety probe. * Anthropic discloses technical bugs, explaining the drop in its Claude model's response quality. * Activist investor Elliott invests $2 billion in enterprise software company Workday. * Meta releases multiple smart glasses models, aiming to build a full eyewear ecosystem.

* OpenAI在ICPC编程竞赛中解出全部难题，超越谷歌和人类队伍 * 深度求索DeepSeek登上《Nature》，披露R1模型200万美元低成本训练方案 * 华为全线发布昇腾950/960/970系列AI芯片，将推全球最强AI超节点 * AI芯片公司Groq估值达69亿美元，挑战英伟达市场地位 * 阿里巴巴自研AI芯片获大客户，商业化落地取得关键突破 * Lyft与Waymo合作，计划2026年在纳什维尔推出无人驾驶出租车服务 * 特斯拉因安全调查启动车门把手重新设计 * Anthropic公开技术漏洞，解释Claude模型响应质量下降原因 * 激进投资者Elliott向企业服务软件公司Workday投资20亿美元 * Meta发布多款智能眼镜，全力打造“眼镜全家桶”生态

Microsoft, Nvidia, Google, and other tech giants announce over $40 billion investment in the UK to boost AI infrastructure. Alibaba's self-developed AI chip is revealed, with performance parameters comparable to Nvidia's H20. Alibaba's market cap returns to 3 trillion RMB, with its stock price doubling this year. Tencent's market cap returns to 6 trillion HKD, nearly tripling in three years. Tesla recalls Powerwall 2 batteries due to fire risk. Humanoid robot startup Figure AI raises $1 billion, with its valuation soaring to $39 billion. OpenAI to introduce new ChatGPT restrictions for users under 18, plans to launch a "teen version." Google's Gemini tops the Apple App Store thanks to its new AI image model, "Nano Banana." Alibaba open-sources Tongyi DeepResearch, claiming the large model's performance surpasses flagship products from OpenAI and DeepSeek. Tencent open-sources its Hunyuan AI art framework, which supports 24-dimension alignment for complex prompts. Hello Robotaxi receives strategic investment from Alibaba to jointly build a smart driving large model and computing platform. Waymo receives approval to test driverless taxis at San Francisco International Airport (SFO). Apple CEO Tim Cook confirms the company is building an end-to-end chip supply chain. YouTube has paid creators over $100 billion in four years and is launching AI creation tools. Details of TikTok's U.S. deal emerge: an Oracle-led consortium will hold an ~80% stake while maintaining the cloud agreement.

微软、英伟达、谷歌等科技巨头宣布在英国投资超400亿美元，推动AI基础设施建设 阿里自研AI芯片曝光，性能参数比肩英伟达H20 阿里巴巴市值重回3万亿人民币，股价年内翻倍 腾讯市值重回6万亿，三年涨幅近3倍 特斯拉因火灾风险召回Powerwall 2电池 人形机器人初创公司 Figure AI 融资10亿美元，估值升至390亿美元 OpenAI 将对未成年人用户推出新的 ChatGPT 限制，计划上线“青少年版” 谷歌Gemini凭借新AI图像模型Nano Banana，登顶苹果App Store 阿里开源通义 DeepResearch，大模型性能超越OpenAI与DeepSeek旗舰产品 腾讯开源混元AI绘画框架，支持复杂指令24维度对齐 哈啰Robotaxi获阿里战略投资，共建智驾大模型与算力平台 Waymo获批在旧金山国际机场测试无人驾驶出租车 苹果CEO库克确认：苹果正构建端到端芯片供应链 YouTube四年向创作者支付超1000亿美元，并推出AI创作工具 TikTok美国业务交易细节曝光，Oracle等财团将持股约80%，维持云协议

OpenAI Codex Upgrade: Codex receives a major update powered by GPT-5, improving understanding of complex programming logic, multi-language support, and compatibility with cutting-edge frameworks, marking AI’s deepening role across the software development lifecycle. OpenAI Robotics Expansion: A specialized humanoid robot algorithm team is formed to advance general-purpose intelligent agents, signaling accelerated AI-robot integration and potentially reshaping competition in the humanoid robotics sector. Alphabet Market Value Hits $3 Trillion: The milestone highlights strong market confidence in Google’s AI leadership. The Gemini multimodal models enhance core product competitiveness, and Google Cloud’s rapid growth becomes a key engine. Tesla’s Musk Buys $1 Billion in Stock: The move signals strong confidence in Tesla’s future. Meanwhile, the board is considering a long-term incentive plan potentially worth trillions, supporting the rollout of the Robotaxi network and Optimus humanoid robot initiatives. NVIDIA Reports Record Revenue: Quarterly revenue reaches $46.7 billion, driven by high demand for Hopper architecture GPUs (H100/H200). However, the rise of ASIC chips presents potential challenges for NVIDIA’s inference business, intensifying AI chip competition. iPhone 17 Series Pre-Orders Soar: Expected upgrades include new design with narrower bezels, enhanced A-series chips, and improved camera systems, potentially initiating a new super cycle of device upgrades. iOS 26 and Apple Watch Upgrades: “Adaptive Power” feature extends battery life, and high blood pressure monitoring debuts on Apple Watch, further strengthening its leadership in health management. Meta AR Glasses Leak: Stylish, lightweight design with HUD display and integrated Meta AI assistant demonstrates potential for a next-generation AI-driven wearable computing platform. Disney Partners with Webtoon: Launching a new digital comics platform, adapting classic IPs into vertical-scroll comics and developing original series, expanding its digital content distribution. Spotify Removes Free User Playback Limits: Enhances user experience and blurs the line between free and paid services, leveraging advertising and user engagement for potential future conversion to subscriptions. Nothing Completes $200M Series C Funding: Focused on “AI-first” smart devices, accelerating R&D and market expansion, reflecting potential in the next wave of AI-driven consumer electronics. CoreWeave and NVIDIA Sign $6.3B Long-Term Deal: Guarantees AI cloud compute supply, enables infrastructure expansion, highlighting the surging demand for AI compute and NVIDIA’s central role. Ctrip Stock Surpasses HK$600: Recovery in global travel drives strong performance; domestic and international market growth and tech innovation boost investor confidence, setting a record market cap. Hesai Technology Lists in Hong Kong: Raises ~HK$4.16 billion for lidar R&D and global expansion, strengthening its position in autonomous driving core sensor technology. GCL Technology Secures $700M Strategic Investment: Establishes an industrial fund to accelerate next-generation solar cell technology, promoting innovation across the photovoltaic value chain and global clean energy deployment.

OpenAI Codex升级：Codex迎来GPT-5驱动的重大更新，增强复杂编程逻辑理解、多语言支持和前沿框架兼容，标志AI在软件开发生命周期中作用进一步深化。 OpenAI机器人布局：组建人形机器人算法团队，推动通用智能体研发，显示AI与机器人技术融合加速，同时可能改变人形机器人赛道竞争格局。 谷歌母公司Alphabet市值突破3万亿美元：市场对其AI领导力高度认可，Gemini多模态模型增强核心产品竞争力，Google Cloud快速扩张成为新增长引擎。 特斯拉马斯克增持10亿美元股票：表明对公司未来高度信心，同时董事会考虑万亿美元级长期激励方案，助力自动驾驶出租车网络与人形机器人战略落地。 英伟达财报创纪录：单季营收467亿美元，Hopper架构GPU供不应求，但ASIC芯片崛起对其推理业务构成潜在挑战，AI芯片竞争加剧。 苹果iPhone 17系列预订火爆：预计外观升级、A系列芯片性能增强、摄像头系统提升，可能开启新一轮超级换机周期。 iOS 26与Apple Watch升级：引入“自适应电源”延长续航，高血压监测功能首次登陆Apple Watch，进一步巩固健康管理领先地位。 Meta AR眼镜泄露：时尚轻便设计，集成HUD平视显示器和Meta AI助手，展示下一代以AI为核心的可穿戴计算平台潜力。 迪士尼携手Webtoon：推出全新数字漫画平台，将经典IP改编为垂直滚动漫画，同时进行原创开发，扩大数字化内容分发。 Spotify取消免费用户播放限制：提升用户体验，模糊免费与付费服务界限，通过广告和活跃度为未来付费转化铺路。 Nothing完成2亿美元C轮融资：聚焦“AI优先”智能设备，加速研发与市场拓展，凸显AI驱动的下一波消费电子浪潮潜力。 CoreWeave与英伟达签63亿美元长期合作：保障AI云算力供应，推动基础设施扩张，凸显AI算力市场旺盛需求和英伟达中心地位。 携程股价突破600港元：全球旅游复苏推动业绩增长，国内外市场扩张和技术创新提升投资者信心，刷新历史市值纪录。 禾赛科技在港上市：募集约41.6亿港元，用于激光雷达研发和全球拓展，巩固在自动驾驶核心传感器领域地位。 协鑫科技获7亿美元战略投资：设立产业基金加速下一代太阳能电池技术研发，推动光伏产业链创新和全球新能源布局。

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.