Meta AI部门大规模裁员约600人，FAIR团队受重创，华人AI研究员田渊栋离职，旨在精简架构提速运营。 谷歌“量子回声”算法实现量子优越性，速度比超算快1.3万倍，推动量子计算实际应用。 OpenAI发布AI驱动浏览器ChatGPT Atlas，集成ChatGPT功能，旨在提升用户在线交互效率。 特斯拉Q3营收增长但净利润下降37%，受降价及AI研发投入影响，自由现金流创新高。 LiblibAI完成1.3亿美元B轮融资，成中国最大多模态AI创作社区。 Reddit起诉Perplexity未经授权抓取用户帖子训练AI，指控数据滥用。 Anthropic与谷歌洽谈百亿级云服务协议，以获取AI模型训练所需的计算资源。 SpaceX切断缅甸诈骗园区2500台“星链”设备服务，打击跨境电信犯罪。 美国考虑对中国实施软件出口限制，作为对稀土限制的回应，可能影响多领域。 文字版更新到微信公众号《晚安咖啡GNC》

OpenAI launched its AI browser, ChatGPT Atlas, deeply integrating AI features to directly challenge Google Chrome. Huawei's HarmonyOS 6 officially released for public beta, surpassing Apple iOS in China's market share with over 800 million ecosystem devices. Apple's large foldable iPad project faces engineering challenges, pushing its release to 2029 or later. Microsoft CEO Satya Nadella's 2025 fiscal year compensation hit a record $96.5 million, thanks to exceptional AI progress. Tesla's Q3 revenue exceeded expectations at $26.3 billion with record deliveries, though profits saw a decline. Over 800 prominent figures called for a ban on developing AI superintelligence until its safety is assured. Baidu's autonomous driving is expanding into Europe, partnering with Swiss Post, planning full driverless taxi operations by early 2027. Humanoid robot company Leju Robotics completed nearly 1.5 billion RMB in Pre-IPO financing, co-invested by Shenzhen Capital Holdings and others. Netflix's Q3 revenue met expectations, but net profit fell short of market forecasts due to Brazilian tax expenses. General Motors' Q3 results exceeded expectations with an updated full-year guidance, while also announcing an EV business restructuring.

OpenAI推出AI浏览器ChatGPT Atlas，深度集成AI功能，直接挑战谷歌Chrome。 华为鸿蒙6正式发布并公测，中国市场份额已超越苹果iOS，生态设备超8亿。 苹果大尺寸可折叠iPad项目遭遇工程挑战，发布时间推迟至2029年或更晚。 微软CEO纳德拉薪酬创新高，达9650万美元，得益于AI领域卓越进展。 特斯拉Q3营收超预期达263亿美元，交付量创新高，但利润有所下降。 800多位知名人士呼吁禁止开发人工智能超级智能，除非确保安全性。 百度自动驾驶进军欧洲，与瑞士邮政合作，计划于2027年初全面运营无人出租车。 人形机器人公司乐聚智能完成近15亿元Pre-IPO轮融资，深投控资本等联合投资。 Netflix Q3营收符合预期，但因巴西税费支出，净利润低于市场预期。 通用汽车Q3业绩超预期并上调全年指引，同时宣布重组电动汽车业务。

微软Copilot语音助手与智能代理全面上线Win 11，深化AI个人计算体验。 iPhone 17需求强劲，苹果股价创历史新高，分析师上调评级。 华为正式发布“纯血鸿蒙”HarmonyOS 6，移除AOSP代码构建独立生态。 阿里巴巴夸克团队秘密推进“C计划”，聚焦对话AI应用，对标字节跳动豆包。 DeepSeek发布创新模型，二维视觉压缩文字，单GPU高效运行。 寒武纪定增募资近40亿元，投向大模型芯片及软件平台研发。 台积电预计今年资本支出超400亿美元，七成用于先进工艺。 谷歌与Epic Games反垄断诉讼禁令执行延期，双方将上诉最高法院。 CoreWeave CEO称比特币矿企Core Scientific“非必需品”，引股东不满。 文字版更新到微信公众号《晚安咖啡GNC》

Microsoft Copilot voice assistant and intelligent agents are fully launched on Windows 11, deepening AI personal computing experience. Strong iPhone 17 demand drives Apple stock to a new record high, analysts upgrade rating. Huawei officially releases "pure HarmonyOS" HarmonyOS 6, removing AOSP code to build an independent ecosystem. Alibaba's Quake team secretly advance "C Plan," focusing on conversational AI applications, targeting ByteDance's Doubao. DeepSeek releases innovative model, compressing 1D text with 2D vision, running efficiently on a single GPU. Cambricon raises nearly 4 billion yuan through private placement, investing in large model chip and software platform R&D. TSMC expects capital expenditure to exceed $40 billion this year, with 70% allocated to advanced process technologies. Google vs. Epic Games antitrust injunction enforcement is delayed; both parties will appeal to the Supreme Court. CoreWeave CEO states Bitcoin miner Core Scientific is \"not essential,\" sparking shareholder backlash. 文字版更新到微信公众号《晚安咖啡GNC》

AWS large-scale outage impacts services like Fortnite. Anthropic releases Claude Haiku 4.5 for free, challenging OpenAI. Google Veo 3.1 launched, enhancing AI video generation. X platform adjusts link handling, rebuilding recommendation algorithm. ByteDance AI assistant Cici tops overseas download charts. NIO CEO Li Bin targets Q4 profit, driven by sales growth. Nvidia CEO Huang to attend APEC, meet Korean chip giants. WeRide lists in Hong Kong, poised to be first Robotaxi IPO. Kering sells beauty division to L'Oréal for $4.7 billion. Wei Siqi appointed GM of Xiaomi China Marketing Dept.

AWS大规模中断致《堡垒之夜》等服务受影响。 Anthropic免费发布Claude Haiku 4.5，挑战OpenAI。 谷歌Veo 3.1发布，增强AI视频生成能力。 X平台调整链接处理，重构内容推荐算法。 字节跳动AI助手Cici海外市场下载量登顶。 蔚来CEO李斌强调Q4盈利，依靠销量增长。 黄仁勋将出席APEC峰会，会晤韩芯片巨头。 文远知行港股上市，或成Robotaxi第一股。 开云集团47亿美元出售美妆部门予欧莱雅。 魏思琪接任小米中国区市场部总经理职务。

Multiple companies blame AI for layoffs, sparking 'good excuse' debate; AI may significantly impact white-collar jobs. OpenAI misreported GPT-5 solving math problems, later admitted misleading, sparking reflection on AI hype. Micron halts server chip supply to mainland China data centers due to ban, but retains non-infrastructure markets. Muxi Integrated Circuit nears IPO, accelerating domestic GPU development; C700 targets NVIDIA H100. Intel's 18A process to manufacture Microsoft's Maia 2 AI chip, marking a key foundry business milestone. NVIDIA and TSMC unveil first US-made Blackwell wafer, strengthening the domestic supply chain. Cook's intensive China visit pledges increased investment, highlighting market importance, eyes AI localization. Jensen Huang to visit Korea, meet execs and APEC leaders, discussing AI and HBM cooperation. Musk showcases Credo cables in xAI data center, highlighting their critical role in high-speed AI interconnects. GM actively researches EV batteries, aiming for technological innovation and cost reduction.

多家公司将裁员归因于AI，但引发“好借口”争议，AI未来或大幅冲击白领工作。 OpenAI误报GPT-5解决数学难题，后承认系误导，引发业界对AI炒作的反思。 美光因禁令停止向中国大陆数据中心供货，但保留非基础设施市场。 沐曦集成电路即将IPO，国产GPU加速发展，C700目标对标英伟达H100。 英特尔18A工艺将为微软代工Maia 2芯片，标志代工业务重要进展。 英伟达与台积电首次展示美国本土制造的Blackwell晶圆，强化供应链。 库克密集访华承诺增投，强调中国市场重要性，并关注AI落地中国。 黄仁勋将访韩会晤韩企高管及APEC领导人，探讨AI及HBM合作。 马斯克展示xAI数据中心Credo电缆，凸显其在AI高速互联中的关键作用。 通用汽车积极研发电动汽车电池，旨在技术创新和降低成本。

NVIDIA's Blackwell AI chips first made in US, a milestone in the AI chip war. Huawei Cloud CEO Zhang Ping'an demoted three ranks due to fraud. Xiaohongshu option prices adjusted thrice this year, soaring valuation hints at IPO. Cook visits China to push Apple AI entry, partnering with Alibaba and Baidu. Chery unveils all-solid-state battery module, promising over 1200km range. Meta AI scanning phone albums raises privacy concerns, offers editing/sharing suggestions. Google Maps data integrates with Gemini API, empowering geospatial AI apps. US DOE releases fusion roadmap, aiming for mid-2030s grid connection. Geely-backed Yixing Robotics dissolves in under half a year. Samsung's Lee family sells $1.2B shares to pay massive inheritance tax.

英伟达Blackwell首次美国造，AI芯片战新里程碑。 华为云CEO张平安连降三级，因舞弊被严肃处理。 小红书期权价年内三次上调，估值飙升或将IPO。 库克访华推Apple AI入华，将与阿里百度合作。 奇瑞全固态电池模组亮相，续航里程将破1200公里。 Meta AI扫相册引隐私忧虑，提供编辑分享建议。 谷歌地图数据融合Gemini API，赋能地理AI应用。 美能源部核聚变路线图出炉，目标30年代中期并网。 吉利系一星机器人解散，具身智能初创遇挫。 三星李氏家族售12亿股份，支付巨额遗产税。

小马智行与斯特兰蒂斯合作，在欧洲部署L4级自动驾驶出租车 谷歌发布Veo 3.1视频生成模型，新增导演模式功能 微软为Win11推出Hey Copilot语音助手和自主智能体 Anthropic将Claude集成微软365，可直接访问Teams等应用 李飞飞团队发布实时生成式世界模型RTFM，仅需单块H100 苹果COO访华考察供应链，关注iPhone 17 Pro组件生产 台积电Q4营收预期创新高，AI需求成主要增长动力 星巴克中国业务获多方竞购，交易价值超100亿美元 阿里与蚂蚁66亿购香港写字楼，设立国际业务总部 Meta加强青少年AI使用管控，新增家长控制选项