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

OpenAI's Sam Altman Seeks Trillion-Dollar Investment for AI Data Centers and Chip Fabs. China Fully Kicks Off AI Chip Self-Development Race, Alibaba and Huawei Make Massive Investments. Kimi Launches Agent Mode, Targeting $100 Million in Annual Revenue. JD.com Founder Richard Liu Personally Appointed Head of Research Institute, Doubles Down on Trillion-Dollar AI Ecosystem. Mercedes-Benz and ByteDance Deepen Cooperation, Doubao Large Model to Be Integrated into Vehicles. Microsoft Integrates Anthropic Claude Model into Microsoft 365 Copilot. Intel Approaches Apple Seeking Investment Cooperation to Revive Chip Business. Qualcomm Releases Snapdragon X2 Elite Series Chips, Clocked at 5GHz. Instagram Monthly Active Users Exceed 3 Billion, Will Prioritize DMs and Short Videos.

OpenAI奥特曼寻求万亿投资建AI数据中心与芯片厂。 中国全面拉开AI芯片自研竞争，阿里华为巨额投入。 月之暗面Kimi发布Agent模式，目标年收入1亿美元。 京东创始人刘强东亲任研究院长，加码万亿AI生态。 奔驰与字节跳动深化合作，豆包大模型将上车。 微软将Anthropic Claude模型引入Microsoft 365 Copilot。 英特尔接触苹果寻求投资合作，重振芯片业务。 高通发布骁龙X2 Elite系列芯片，主频达5GHz。 Instagram月活破30亿，将优先展示私信和短视频。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI启动万亿算力扩张，建全球最大AI数据中心。 阿里上调AI支出超534亿美元，港股创新高。 谷歌AI营收强劲增长，将投750亿扩建云AI设施。 阿里发布Qwen3-Max，性能超GPT-5跻身全球前三。 阿里云携手英伟达，推进具身智能应用落地。 微软微流控技术，提升AI芯片散热效率三倍。 蚂蚁数科隐私AI突破，模型效率提升百倍。 雷军：小米造车芯片研发赌上全部家底。 文字内容已经更新到：《晚安咖啡GNC》 公众号

NVIDIA invested 100 billion in OpenAI to jointly build AI data centers, deploying 10 gigawatts of NVIDIA systems to accelerate AI development. Oracle appointed a new CEO, with Katz transitioning to Vice Chairman. The company is deeply committed to cloud and AI, having signed a $300 billion agreement with OpenAI. Humanoid robot company 1X is seeking $1 billion in funding, with its valuation exceeding $10 billion, and plans to pilot deploy household robots in 2025. Smart ring manufacturer Oura Health conducted Series E funding, reaching a valuation of $11 billion, with its revenue doubling and sales exceeding 5.5 million units. Alibaba released the Qwen3-Omni all-modal open-source AI model, capable of processing various inputs and generating text and speech in real-time. Neolix's 10,000th autonomous vehicle rolled off the production line and was delivered, having secured RMB 1 billion in C+ round funding, thereby promoting the large-scale commercialization of autonomous delivery. Unitree Robotics' G1 humanoid robot demonstrated excellent anti-interference capabilities, capable of quickly getting up after falling and performing continuous backflips. Meta launched an AI assistant and the "Meet Cute" feature for Facebook Dating to alleviate user "swiping fatigue." DeepSeek upgraded its online model to V3.1-Terminus, with improved performance, and made it available to global developers under the MIT license agreement. Sophie, a former Intel chip architect, returned to China to join Tsinghua University's School of Integrated Circuits as a tenured professor. The text content has been updated on the "good night coffee GNC" official account.

英伟达投资OpenAI千亿，共建AI数据中心，部署10吉瓦英伟达系统，加速AI发展。 甲骨文任命新CEO，卡茨转任副主席，公司深耕云与AI，与OpenAI签3000亿美元协议。 人形机器人公司1X寻求10亿美元融资，估值超100亿美元，计划2025年试点部署家用机器人。 智能戒指制造商Oura Health进行E轮融资，估值达110亿美元，营收翻倍，销量超550万枚。 阿里巴巴发布Qwen3-Omni全模态开源AI模型，能处理多种输入并实时生成文本语音。 新石器无人车第10000台下线交付，获10亿C+轮融资，推动无人配送大规模商业化。 宇树科技G1人形机器人展现卓越抗干扰能力，倒地后能迅速起身并连续空翻。 Meta为Facebook Dating推出AI助手和“Meet Cute”功能，缓解用户“划屏疲劳”。 DeepSeek升级线上模型至V3.1-Terminus，性能提升，依据MIT许可协议向全球开发者开放。 原英特尔芯片架构师苏菲回国加盟清华大学集成电路学院，任长聘教授。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Apple controls iPhone chip design, prioritizes AI workloads, and develops its own chips like A19 Pro. Meituan released LongCat-Flash-Thinking, with performance close to GPT-5, open-sourcing it and deeply committing to AI. Baidu launched its "Free Learning Machine" mode, with AI-powered companionship learning promoting educational equity. xAI released Grok-4 Fast, a high-performance multimodal model that is cost-optimized and freely available. Samsung's HBM3E chips passed NVIDIA certification, leading to a surge in its stock price and its entry into the supply chain. Google's advertising technology faces antitrust lawsuits, having been ruled a monopoly in some markets. The instant retail market size has surpassed one trillion, with intense competition among major players. Taobao's Double 11 will be globally synchronized for the first time, investing 1 billion in subsidies to help merchants expand overseas. CATL's power battery market share hit a new low, with BYD narrowing the gap. The text content has been updated on the "good night coffee GNC" official account.

苹果掌控iPhone芯片设计，优先AI工作负载，自研A19 Pro等芯片。 美团发布LongCat-Flash-Thinking，性能近GPT-5，开源并深耕AI。 百度上线“免费学习机”模式，AI伴学助推教育平权。 xAI发布Grok-4 Fast，高性能多模态，成本优化且免费开放。 三星HBM3E芯片通过英伟达认证，股价大涨，入局供应链。 谷歌广告技术面临反垄断诉讼，部分市场被判垄断。 即时零售市场规模破万亿，巨头竞争激烈。 淘宝双11首次全球同步，投10亿补贴助商家出海。 宁德时代动力电池份额创新低，比亚迪差距缩小。 文字内容已经更新到：《晚安咖啡GNC》 公众号