OpenAI请求法官驳回马斯克xAI的商业机密诉讼，称其毫无根据。 Meta首席AI科学家Yann LeCun因不满公司政策调整，可能辞职。 全球存储芯片市场因AI需求激增和产能调整，出现供应短缺和价格上涨。 微软计划在数据中心主要使用自研芯片，减少对英伟达等依赖。 特斯拉人形机器人擎天柱展示流畅武术动作，技术进展显著。 OpenAI员工股票出售使其估值达5000亿美元，成全球最高估值私企。

OpenAI valued at $500B, becoming the world's most valuable private company after employee share sale. BYD's pure EV sales fully surpassed Tesla, claiming the global sales crown. Tesla shareholders oppose Elon Musk's $1T compensation package and board re-election. Meta will use AI chat data for personalized ads globally (excluding UK, EU, South Korea). The dormant 30-year-old HTTP 402 code is revived to enable AI-driven machine micro-payments. China's tech innovation bond issuance accelerates, exceeding $1 trillion, boosting scientific innovation. Xiaomi 17 series sales surpassed 1 million units, setting its fastest-selling record. HarmonyOS Smart Car recorded over 13,500 new orders in the first two days of the National Day holiday. Apple removed ICE tracking apps, citing security risks, following pressure from the government. Phison warns of a potential decade-long NAND flash shortage starting from 2026.

OpenAI估值达5千亿美元，成全球最有价值非上市公司，完成员工股份出售。 比亚迪纯电动销量全面超越特斯拉，登顶全球销冠。 特斯拉股东反对马斯克万亿美元薪酬方案及董事会重选。 Meta将利用AI聊天数据在全球推送个性化广告（英欧韩除外）。 沉睡三十年HTTP 402复活，赋能AI时代机器微支付。 中国科技创新债券发行显著加速，规模超万亿，支持科创。 小米17系列销量突破100万台，创最快销售纪录。 鸿蒙智行国庆假期前两天大定订单突破1.35万台。 苹果下架ICE追踪App，称存在安全风险，受政府施压。 群联警告NAND闪存或从2026年起短缺长达十年。

OpenAI completed a $6.6B stock sale, reaching a $500B valuation, becoming the world's most valuable private company. Altman visited Korea to advance the $500B\"Stargate\" AI data center project, deepening chip cooperation. Ant Group launched its open-source trillion-parameter model Ring-1T-preview, outperforming Gemini 2.5 Pro and nearing GPT-5 in some tests. Apple paused lightweight Vision Pro development to accelerate smart glasses, aiming to compete with Meta. Xiaomi Auto's September deliveries exceeded 40,000 units, hitting a new high and likely achieving its annual target early. Anthropic released Claude Sonnet 4.5, touted as the best coding model, capable of over 30 hours of autonomous coding. DeepSeek launched V3.2-Exp with Sparse Attention, significantly boosting efficiency and cutting API costs by over 50%. Musk announced xAI's Grokipedia, an AI-powered platform challenging Wikipedia for accurate knowledge. Zhipu open-sourced GLM-4.6, matching Claude Sonnet 4 in coding and adapting to domestic AI chips. Richard Yu appointed head of Huawei's Product Investment Review Committee, while retaining his Consumer BG role.

OpenAI完成66亿美元股票出售，估值达5000亿美元，成全球最高估值私企。 奥尔特曼访韩推“星门”项目，斥5000亿建AI数据中心，深化芯片合作。 蚂蚁发布开源万亿参数模型Ring-1T-preview，推理能力超谷歌与GPT-5部分表现。 苹果暂停轻量Vision Pro开发，加速智能眼镜项目，与Meta竞争。 小米汽车9月交付破四万台，创历史新高，有望提前完成年度目标。 Anthropic发布Claude Sonnet 4.5，全球最佳编码模型，能自主编码超30小时。 深度求索推出DeepSeek-V3.2-Exp，引入稀疏注意力，大幅降低API成本。 马斯克宣布xAI打造Grokipedia，挑战维基百科，由Grok AI提供支持。 智谱GLM-4.6开源，代码能力对齐Claude Sonnet 4，并完成国产芯片适配。 余承东增任华为产品投资评审委员会主任，仍兼终端BG董事长。

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.