OpenAI releases Sora social app for sharing AI-generated videos Anthropic unveils its most powerful coding model, Claude Sonnet 4.5, capable of 30 hours of autonomous coding Spotify founder Daniel Ek announces he is stepping down as CEO after leading the company for nearly 20 years Nvidia's market cap surpasses $4.5 trillion after securing major AI infrastructure deals Xiaomi Auto's September deliveries exceed 40,000 units, setting a new record DeepSeek releases a new model, supported by domestic chips like Huawei Ascend and Cambricon Ant Group launches its first open-source, trillion-parameter inference large model U.S. government plans to take a stake in Lithium Americas to secure critical mineral supply chains The world's first "carbon border tax" is set to take effect, poised to reshape global trade patterns

OpenAI发布Sora社交应用，用于分享AI生成视频 Anthropic推出最强编码模型Claude Sonnet 4.5，可自主编码30小时 Spotify创始人丹尼尔·埃克宣布卸任CEO，已领导公司近20年 英伟达市值突破4.5万亿美元，接连敲定AI基础设施大单 小米汽车9月交付量突破4万台，创历史新高 DeepSeek发布新模型，获华为昇腾、寒武纪等国产芯片适配 蚂蚁集团推出首个开源的万亿参数推理大模型 美国政府计划入股美洲锂业，以确保关键矿产供应链安全 全球首个“碳边境税”即将生效，将重塑全球贸易格局

Ant open-sources its trillion-parameter AI model Ring-1T-preview, excelling in math/coding beyond GPT-5. Industrial embodied AI is deployed at Xinfa Group, with AI autonomously managing factory operations. ChatGPT launches Instant Checkout, allowing users to make purchases directly within the chat interface. Anthropic releases Claude Sonnet 4.5, touted as the world's best programming model. California signs the Frontier AI Transparency Act, marking the first AI regulatory legislation in the US. Meta partners with Midjourney to enhance the visual quality of its AI models and products. DeepSeek-V3.2-Exp model is released, with Huawei Ascend and other domestic chips offering \"Day 0\" adaptation. Jensen Huang states NVIDIA's supply chain advantage is hard to replicate, making competition difficult. Meng Wanzhou is re-appointed Huawei's rotating chairman; the company sees revenue growth but profit decline. OPPO enters the smart imaging device market, directly challenging GoPro and DJI.

蚂蚁开源万亿参数大模型Ring-1T-preview，数学编程能力超GPT-5。 工业具身智能落地兴发集团，AI自主接管工厂运行。 ChatGPT推即时结账，用户可直接在聊天界面购物。 Anthropic发布Claude Sonnet 4.5，被称全球最佳编程模型。 加州签署《前沿AI透明度法案》，全美首创AI监管立法。 Meta联手Midjourney，将提升AI模型视觉内容质量。 DeepSeek-V3.2-Exp发布，华为昇腾等国产芯片“Day 0”适配。 黄仁勋称英伟达供应链优势难复制，竞争对手难匹敌。 孟晚舟再任华为轮值董事长，公司营收增长但利润下降。 OPPO进军智能影像设备市场，对标GoPro和大疆。

Vercel v0.app AI Agent sees explosive user growth, valued at nearly $9 billion, set to lead the future coding paradigm. NVIDIA's Q2 revenue surpasses expectations, with strong Blackwell GPU sales, solidifying its leadership in the AI chip market. Musk predicts Tesla's Optimus robot will contribute 80% of the company's value, targeting an annual production of one million units within five years. Tencent R-Zero framework enables LLM self-training without labeled data, revolutionizing AI model development. Mercedes-Benz and ByteDance deepen AI cooperation, with the Doubao large model empowering intelligent cockpits and achieving a full-link AI upgrade. Geely Aerofugia AE200-100 passenger eVTOL rolls off the production line, marking China's air transport entering the final sprint for airworthiness certification. DeepSeek-V3.2-Exp model is open-sourced and its API costs are reduced, significantly boosting training and inference efficiency. AWS, Microsoft, and Google collaborate to support Linux Foundation DocumentDB, promoting the development of open-source databases.

Vercel v0.app AI Agent用户暴增，估值近90亿，将引领未来编码范式。 英伟达Q2营收超预期，Blackwell GPU热销，巩固AI芯片市场领导地位。 马斯克预测特斯拉Optimus机器人将贡献80%公司价值，五年内目标年产百万台。 腾讯R-Zero框架实现LLM自我训练，无需标注数据，革新AI模型开发方式。 奔驰与字节跳动深化AI合作，豆包大模型赋能智能座舱，实现全链路AI升级。 吉利沃飞长空AE200-100载客eVTOL下线，中国空中交通迈入适航取证冲刺阶段。 DeepSeek-V3.2-Exp模型开源并降价API成本，显著提升训练推理效率。 AWS、微软、谷歌合作支持Linux基金会DocumentDB，推动开源数据库发展。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Apple introduces MCP protocol, revamps Siri, evaluates Chinese large models, and accelerates its AI ecosystem expansion. MiniMax faces a class-action lawsuit from Hollywood giants over copyright disputes related to large model training, hindering its IPO. TinyWorlds replicates the core ideas of DeepMind's world model, achieving a real-time pixel game experience with 3 million parameters. DeepMind Veo 3 proposes the \"Chain of Frames\" (CoF) concept, endowing video models with coherent reasoning capabilities and moving towards general visual models. Meta and Midjourney reach an AI technology licensing partnership, integrating their image and video models to enhance generative AI competitiveness. Wuhan releases a fully localized 12-inch silicon photonics full-process suite, promoting China's self-sufficiency in silicon photonics chips. Google provides a $1.4 billion guarantee for AI computing contracts with Fluidstack and Cipher Mining, entering the AI infrastructure market. AWS, Microsoft, and Google jointly support the Linux Foundation's DocumentDB project, reducing the risk of database vendor lock-in. Fivetran is in talks to acquire data management company dbt Labs, with the combined entity's valuation potentially reaching tens of billions of dollars. Leapmotor's Zhu Jiangming has had his consumption restriction order lifted, admitting to insufficient team management and viewing it as a growth experience for the company.

苹果引入MCP协议，改造Siri，评估中国大模型，加速AI生态布局。 MiniMax因大模型训练涉版权纠纷，遭好莱坞巨头集体诉讼，上市受阻。 TinyWorlds复刻DeepMind世界模型核心思想，300万参数实现实时像素游戏体验。 DeepMind Veo 3提出“帧链”CoF概念，赋予视频模型连贯推理能力，迈向通用视觉模型。 Meta与Midjourney达成AI技术授权合作，整合其图像视频模型，提升生成式AI竞争力。 武汉发布全国产化12寸硅光全流程套件，推动中国硅光芯片自主化进程。 谷歌为Fluidstack与Cipher Mining的AI计算合同提供14亿美元担保，进军AI基础设施。 AWS、微软、谷歌联手支持Linux基金会DocumentDB项目，降低数据库厂商锁定风险。 Fivetran洽谈收购数据管理公司dbt Labs，合并实体估值或达百亿美元。 零跑汽车朱江明限高令解除，坦言团队管理不足，视为企业成长历练。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI sets goal of "automated researcher," revenue surpasses $1 billion, invests hundreds of billions in computing power, launches GPT-5, and partners with Apple. China's AI chips usher in a "Huawei moment," Alibaba and Baidu make significant progress, with domestic market share expected to reach 40%. Apple ramps up AI initiatives, Siri to receive large model upgrade, Cook emphasizes AI's importance, scheduled for launch next year. Baidu's 萝卜快跑 achieves breakeven in multiple cities, aims for full profitability by 2025, and plans overseas expansion. Google guarantees $1.4 billion of Fluidstack and Cipher Mining's $3 billion AI computing agreement. 恒为科技 completes first A-share AIRaaS acquisition, marking AI's shift from "selling computing power" to "selling results." Anthropic pays $150 million to settle with authors, resolving copyright disputes over pirated books used for AI training. Huawei and 广汽 to jointly create high-end new energy brand "启境," with its first model launching in 2026; Liu Jiaming appointed CEO. Meta develops "Metabot" humanoid robot, seen as a major investment after AR, and plans to license its software. Only one investor registers for 哪吒汽车's restructuring, posing challenges for attracting strategic investors. Text content has been updated on the "good night coffee GNC" official account.

OpenAI定目标“自动化研究员”，营收破10亿，投资千亿算力，推GPT-5并合作苹果。 中国AI芯片迎“华为时刻”，阿里、百度进展显著，本土市场份额望达40%。 苹果加速AI布局，Siri将迎大模型升级，库克强调AI重要性，明年上线。 百度萝卜快跑多城盈亏平衡，目标2025年全面盈利，并计划拓展海外。 谷歌担保Fluidstack与Cipher Mining的30亿AI计算协议14亿美元。 恒为科技A股首例AIRaaS并购，AI从“卖算力”转向“卖结果”。 Anthropic支付1.5亿与作者和解，解决AI训练盗版书版权纠纷。 华为广汽打造高端新能源“启境”，首款车型2026年上市，刘嘉铭任CEO。 Meta研发“Metabot”人形机器人，视为AR后重大投入，计划授权软件。 哪吒汽车重整仅一家投资人报名，引入战略投资者面临挑战。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI launched GPT-5, whose capabilities reached human level in multiple professional tasks, and secured $22.4 billion data center support from CoreWeave. Apple released its protein folding model, SimpleFold, accelerating its AI strategic layout, with plans to invest $500 billion and reshape Siri. xAI sued OpenAI for stealing trade secrets, accusing it of illegally recruiting employees to obtain Grok source code, among other things. OpenAI denied the allegations. Google DeepMind released Gemini Robotics 1.5 and Robotics-ER 1.5, significantly enhancing robot intelligence and multi-step task capabilities. 地平线 successfully raised 5.812 billion yuan, and will expand into overseas markets and invest in Robotaxi, with plans to deploy over 50,000 vehicles by 2027. Xiaomi CEO Lei Jun announced an investment of at least 50 billion yuan over the next decade for in-house development of mobile SoC chips, having already released flagship chips such as 玄戒O1. 长江存储 plans to invest $2.9 billion to aggressively enter the DRAM market, focusing on HBM research and development, and collaborating with 长鑫存储. Porsche indefinitely postponed the development of its pure electric platform, SSP Sport, slowing down its electrification transformation due to lower-than-expected growth in demand for luxury pure electric vehicles. Intel CEO Lip-Tan met with TSMC and Apple CEOs to discuss potential collaborations, boosting its stock price by 8.9% that day. The text content has been updated on the 'good night coffee GNC' official account.

OpenAI推出GPT-5，其能力在多项专业任务中达到人类水平，并获CoreWeave 224亿美元数据中心支持。 苹果发布蛋白质折叠模型SimpleFold，加速AI战略布局，计划投入5000亿美元，并重塑Siri。 xAI起诉OpenAI窃取商业机密，指控其非法招募员工获取Grok源代码等，OpenAI否认。 谷歌DeepMind发布Gemini Robotics 1.5和Robotics-ER 1.5，显著提升机器人智能和多步骤任务能力。 地平线成功募资58.12亿元，将拓展海外市场并投资Robotaxi，计划2027年部署超5万辆。 小米雷军宣布未来十年投入至少500亿元自研手机SoC芯片，已发布玄戒O1等旗舰芯片。 长江存储计划投入29亿美元大举进军DRAM市场，重点研发HBM，并与长鑫存储合作。 保时捷无限期延后纯电平台SSP Sport开发，放缓电动化转型，因豪华纯电需求增长不及预期。 英特尔CEO立普·坦与台积电、苹果CEO会谈，探讨潜在合作，当日股价受提振上涨8.9%。 文字内容已经更新到：《晚安咖啡GNC》 公众号