OpenAI CEO Altman自认不适管理，公布AI订阅等三大战略。 特斯拉FSD遭NHTSA调查，涉290万辆车及多起事故。 华人AI专家姚顺宇因反对Anthropic中国政策，离职加入谷歌DeepMind。 张一鸣首次公开亮相，发起知春创新中心，培养AI人才。 Figure AI发布Figure 03人形机器人，可执行家庭商业任务。 阿维塔115亿购华为引望10%股权，深化汽车合作。 比亚迪巴西工厂下线1400万辆新能源车，全球首家达此里程碑。 阿里通义千问组建具身智能团队，发展物理世界交互AI。

Microsoft Lays Off Staff, Bets on AI; Strong Revenue but Azure Outlook Disappoints. SoftBank Acquires ABB Robotics for $5.4 Billion, Deepening Focus on "Physical AI." Ant Group Open-Sources Ling-1T Trillion-Parameter Model, Outperforming Gemini. MCU AI Race Heats Up, Chip Giants Accelerate Edge AI Deployment. Dongfeng and Huawei Partner to Create New Automotive Brand, Soliciting Names. Zhida Technology IPO Oversubscribed Over 5000x, But Revenue Declines and Losses Incurred. Text content has been updated to the "good night coffee GNC" official account.

微软裁员押注AI，营收强劲但Azure展望逊预期。 软银54亿收购ABB机器人，深耕“物理AI”。 蚂蚁开源Ling-1T万亿参数模型，性能超Gemini。 MCU AI竞赛全面打响，芯片巨头加速布局边缘AI。 东风华为联手打造新汽车品牌，征集名称。 挚达科技IPO超5000倍认购，但营收下滑亏损。 文字内容已经更新到：《晚安咖啡GNC》 公众号

AMD与OpenAI深度合作，OpenAI将部署6吉瓦AMD GPU并获AMD股权。 软银54亿美元收购ABB机器人业务，强化AI机器人布局。 谷歌发布Gemini 2.5 Computer Use，AI可直接控制浏览器。 鸿蒙5.1因应用不兼容引争议，华为回应全面自研。 马斯克xAI发布视频模型Imagine v0.9，免费挑战OpenAI Sora。 腾讯混元视觉模型登LMArena榜单全球第三，国内第一。 国际金价突破4030美元创新高，央行持续增持。 我国全固态金属锂电池获进展，提升循环稳定与安全性。 三位科学家因量子计算基础研究获诺贝尔物理学奖。 国际投资者谨慎回归中国初创市场，风投筹资回暖。 豪威集团大股东虞仁荣减持36亿，用于偿还借款。

AMD and OpenAI deepen cooperation; OpenAI to deploy 6GW AMD GPUs and gain AMD equity. SoftBank acquires ABB robotics for $5.4B, reinforcing its AI robotics strategy. Google launches Gemini 2.5 Computer Use, enabling AI to directly control browsers. HarmonyOS 5.1 sparks debate over app compatibility; Huawei cites full self-development. Musk's xAI releases video model Imagine v0.9 for free, challenging OpenAI Sora. Tencent Hunyuan-Vision model ranks third globally, first domestically on LMArena. International gold price hits new high above $4030, driven by central bank buying. China achieves breakthrough in all-solid-state metal lithium batteries, enhancing stability and safety. Three scientists awarded Nobel Physics Prize for foundational quantum computing research. International investors cautiously return to China's startup market, with venture funding recovering. Howell Group's major shareholder Yu Renrong reduces stake by 3.6B RMB for debt repayment.

OpenAI inks multi-trillion compute deals, including 6GW AMD GPUs, challenging Nvidia. Tesla to launch an affordable new model to counter market slowdown and competition. Apple's new MacBook Pro to debut M5 chip, promising significant performance gains. Over half of global venture capital funding now flows into AI, dominating the market. Xiaomi 17 series phones sell over 1 million units in 5 days, setting new records. BYD surpasses Tesla in pure EV production and sales for four consecutive quarters. CAS team develops flexible solid-state battery enduring 20,000 bends. Musk's xAI appoints former Morgan Stanley executive as its new CFO. Microsoft Copilot may fail when multiple Office apps run simultaneously due to a bug.

OpenAI签万亿级计算协议，采购AMD 6GW GPU，挑战英伟达。 特斯拉将推平价新车，应对市场放缓和竞争。 苹果新款MacBook Pro将首发M5芯片，性能显著提升。 全球创投资金过半流向AI领域，主导市场。 小米17系列手机5天销量破百万，刷新纪录。 比亚迪纯电车产销量连续四季超越特斯拉。 中科院研发柔性固态电池，可耐两万次弯折。 马斯克xAI任命前摩根士丹利高管为首席财务官。 微软Copilot在多Office应用同时运行或失效。

Neuralink首发人体试验数据，透明度与临床里程碑。 苹果CEO库克接班人浮现，特努斯受瞩目。 AI风投创历史新高，资金高度集中。 OpenAI收购金融科技公司Roi，布局个性化体验。 OpenAI预告GPT-6将强大十倍，记忆个性化是核心。 贝佐斯预言太空数据中心将超越地球设施。 鸿海Q3营收增长11%，AI服务器需求强劲。 印度数据中心遇贸易不确定性，增长受阻。 印尼恢复TikTok运营许可，数据争议解决。 桥水基金提示美大型股外投资机遇。

Neuralink submitted first human trial data, a transparency and clinical milestone. Apple CEO Tim Cook's successor emerges, Ternus is in focus. AI VC funding hits record high, capital highly concentrated. OpenAI acquired fintech firm Roi, enhancing personalized experiences. OpenAI hints GPT-6 will be 10x stronger, focusing on memory and personalization. Bezos predicts space data centers will surpass Earth facilities. Foxconn's Q3 revenue up 11%, driven by strong AI server demand. India's data center market faces trade uncertainty, hindering growth. Indonesia restored TikTok's license, data dispute resolved. Bridgewater Fund signals investment opportunities beyond US large caps.

OpenAI released Sora 2 model and its iOS app, significantly enhancing video generation capabilities. Nvidia's market cap exceeded $4.5 trillion, receiving OpenAI investment and securing multiple AI infrastructure deals. OpenAI valued at $500B, plans to become an AI agency, and will receive $100B investment from Nvidia. Ant Group open-sourced its trillion-parameter Ring-1T-preview model, surpassing GPT-5 in multiple tests. Anthropic launched Claude Sonnet 4.5, positioning it as the best model for production-grade coding and agent tasks. Tesla's Q3 global deliveries hit a record of nearly 500,000, with China sales up 31% MoM. Tencent's Hunyuan Image 3.0 topped LMArena's text-to-image list, named best open-source model.

OpenAI发布Sora 2模型，同步推出iOS应用，视频生成能力显著提升。 英伟达市值突破4.5万亿，获OpenAI投资并与富士通等达成多项AI基建合作。 OpenAI估值达5000亿，计划转型AI代理公司，将获英伟达千亿投资。 蚂蚁集团开源万亿参数模型Ring-1T-preview，多项测试超越GPT-5。 Anthropic发布Claude Sonnet 4.5，定位为生产级编码和代理任务最佳模型。 特斯拉Q3全球交付创新高近50万辆，中国市场销量环比增长31%。 腾讯混元图像3.0模型获LMArena文生图榜单第一，被评为最佳开源模型。 深度求索开源DeepSeek-V3.2-Exp，引入稀疏注意力，API价格下调超50%。 高德地图DAU创新高3.6亿，目的地榜单“扫街榜”用户破4亿。

OpenAI requested a judge to dismiss Musk's xAI trade secret lawsuit, calling it baseless. Meta's chief AI scientist Yann LeCun may resign due to dissatisfaction with company policy changes. Global storage chip market faces shortages and price hikes driven by AI demand and production cuts. Microsoft plans to primarily use self-developed chips in data centers, reducing reliance on Nvidia. Tesla's humanoid robot Optimus demonstrated fluent martial arts moves, showing technical progress. OpenAI's employee stock sale valued the company at $500 billion, making it the highest-valued private firm.