The US government is considering allowing Nvidia H200 AI chips to be sold to China, potentially reshaping the global AI landscape and semiconductor trade. President Trump will launch \"Project Genesis,\" elevating AI to a national strategic priority to accelerate AGI development, possibly overriding state regulations. Google AI aims for a 1000x performance increase in compute within five years, doubling capacity every six months to support large models like Gemini 4. Japan's Rapidus secured additional government investment, targeting mass production of 2nm chips by the second half of fiscal year 2027, with IPO plans. Chinese GPU firm Moore Threads is launching its STAR market IPO, aiming to raise 8 billion RMB, with a projected valuation of over 50 billion RMB. Haomo.AI, a former autonomous driving unicorn under Great Wall Motor, has reportedly suspended operations due to financial difficulties and strategic shifts. AI company Genspark completed a $275 million Series B funding round, valuing the company at $1.25 billion, and launched its AI Workspace platform. Microsoft executives express surprise at users' \"underwhelmed\" reaction to new AI features in Windows, while users highlight core system issues. Meituan pledges 10 billion RMB over five years to enhance rider support, expanding welfare covering housing, healthcare, and child benefits. Xiaomi's HAD Enhanced assisted driving system is rolling out, integrating advanced AI like reinforcement learning for improved safety and experience.

美国政府正考虑允许英伟达H200芯片销往中国，可能重塑全球AI格局。 特朗普将推“创世纪计划”，提升AI至国家战略高度，加速AGI研发。 谷歌AI目标五年内算力提升千倍，每半年容量翻倍，支持大模型。 日本Rapidus获政府追加投资，目标2027年下半年量产2纳米芯片。 国产GPU企业摩尔线程启动科创板IPO，拟募资80亿，市值超500亿。 曾是自动驾驶独角兽的毫末智行被曝已停工，面临经营困境。 AI公司Genspark完成2.75亿美元B轮融资，估值达12.5亿美元。 微软高管不解用户对Windows AI功能“平淡”，忽视核心问题。 美团未来五年将投百亿，升级骑手保障体系，覆盖住房医保。 小米HAD增强版即将推送，引入强化学习等AI技术提升驾驶安全。

President Trump launches "Operation Genesis,\" a national effort to accelerate AGI development, likened to the Manhattan Project. NVIDIA CEO Jensen Huang states the company has completely exited the Chinese market, citing US export restrictions, with revenue dropping to zero. Google plans to increase its AI computing capacity a thousandfold within five years, aiming to double it every six months to meet surging demand. OpenAI will discontinue GPT-4o API access for developers on February 17, 2026, urging migration to newer models like GPT-5.1. Samsung accelerates its 2nm chip manufacturing expansion, aiming for a monthly production capacity of 21,000 wafers by late 2026. Chinese AI startup Moonshot AI is close to completing a new funding round, which could value the company at approximately $4 billion. ByteDance launches"Tomato Music," a free app aimed at disrupting the online music market, targeting lower-tier and older user demographics. Geely is integrating its intelligent driving businesses into a new joint venture to unify technology paths and enhance R&D efficiency. Xiaomi's PR General Manager Wang Hua rotates to Wuhan HQ, with Xu Jieyun taking over his previous role, due to company's rotation policy. GAC Toyota's flagship electric sedan, Bozhi 7, will feature Huawei's intelligent cockpit solution and Momenta's advanced driving assistance.

特朗普推“创世纪行动”，举全国之力加速AGI发展。 英伟达CEO黄仁勋称已完全退出中国市场，营收归零。 谷歌计划五年内将AI算力提升千倍，应对需求挑战。 OpenAI将于2026年2月停止GPT-4o开发者API访问。 三星加速2纳米芯片产能扩张，月产将增至2.1万片。 月之暗面接近完成新一轮美元融资，估值约40亿美元。 字节跳动推出免费“番茄音乐”，冲击在线音乐市场。 吉利整合智能驾驶业务，统一技术路径提升效率。 小米公关总经理王化轮岗武汉，徐洁云接任。 广汽丰田旗舰纯电轿车铂智7搭载华为智能座舱。

OpenAI发布GPT-5.1-Codex-Max，代理编程AI独立完成24小时软件任务。 英伟达手握5000亿美元芯片订单，黄仁勋驳斥AI泡沫论，营收强劲。 谷歌推出Gemini 3 Pro Image，代号“Nano Banana Pro”，图像AI能力惊艳。 字节跳动估值飙升至4800亿美元，股权拍卖引资本激烈竞逐。 月之暗面寻求数亿美元融资，估值或达40亿，计划明年下半年IPO。 小米汽车HAD增强版发布，强化学习赋能智驾，将提前完成交付。 蔚来“神玑NX9031”智驾芯片首获授权，算力强大，可优化成本。 上汽与清陶动力全固态电池生产线贯通，2027年量产交付。 三星电子恢复联席CEO制，卢泰文任联席CEO兼设备体验部门负责人。 Neuralink首位受试者计划二度植入，望恢复腿部活动能力。 文字版更新到微信公众号《晚安咖啡GNC》

OpenAI launches agentic GPT-5.1-Codex-Max AI for 24-hr software tasks. NVIDIA secures $500B chip orders; CEO dismisses AI bubble talk. Google unveils upgraded Gemini 3 Pro Image,\"Nano Banana Pro.\" ByteDance valuation hits $480B after fierce equity auction. Moonshot AI seeks funding, $4B valuation, H2 next year IPO. Xiaomi Auto's HAD enhanced system uses RL for smart driving. NIO's\"Shenji NX9031\" chip authorized externally, optimizes cost. SAIC-QingTao solid-state battery line operational, 2027 mass production. Samsung reinstates co-CEO; Roh Tae-moon leads Device eXperience. Neuralink subject plans second implant for leg movement. 文字版更新到微信公众号《晚安咖啡GNC》

NVIDIA's AI GPUs sold out, data center revenue hit record highs, with immense sales prospects for future platforms. OpenAI released GPT-5.1-Codex-Max, completing 24-hour programming tasks, enhancing efficiency, and supporting Windows. Trump plans to ban state-level AI laws, aiming for federal unified regulation, challenging state laws and impacting funding. MLB signed a live broadcast deal with Netflix, streaming baseball games on the platform for the next three years. Lenovo's AI-related business revenue accounts for 30% of total revenue, with high growth in AI servers, PCs, phones, and services. Xingdong Jiyuan secured nearly 1 billion RMB in Series A+ funding, with over 500 million in orders, focusing on full-stack embodied AI robots. Xiaomi's EV business achieved its first quarterly profit, driving group revenue to a record high, with innovation becoming a key growth engine. Ant Group's AI assistant \"Lingguang\" surpassed 500,000 downloads in three days, topping the App Store's free tools chart. SGX and Nasdaq collaborated to create a \"Global Listing Board,\" simplifying dual listings to boost Singapore's stock market. Turing Award winner Yann LeCun left Meta to start a company, aiming to advance advanced machine intelligence (AMI) research. 文字版更新到微信公众号《晚安咖啡GNC》

英伟达AI GPU全面售罄，数据中心营收创纪录增长，未来平台销售额前景巨大。 OpenAI发布GPT-5.1-Codex-Max，实现24小时编程任务，提升效率并支持Windows。 特朗普拟禁州级AI立法，旨在联邦政府统一监管，挑战州法律并影响资金。 MLB与Netflix签署直播协议，未来三年将在Netflix平台直播棒球赛事。 联想AI相关业务营收占总营收三成，AI服务器/PC/手机/服务实现高速增长。 星动纪元获近10亿A+轮融资，订单超5亿，致力于全栈自研具身智能机器人。 小米电动汽车业务首次单季盈利，推动集团营收创历史新高，创新业务成增长引擎。 蚂蚁集团AI助手“灵光”上线三天下载量破50万，登顶App Store免费工具榜。 新交所与纳斯达克合作，创建“全球上市板”，简化双重上市以提振新加坡股市。 图灵奖得主杨立昆离开Meta创业，旨在推动高级机器智能AMI研究。 文字版更新到微信公众号《晚安咖啡GNC》

Google launched Gemini 3, outperforming GPT-5 Pro. It's now integrated into search and various products. Nvidia and Microsoft jointly invested $15 billion in Anthropic to help expand its Claude AI model. Elon Musk's xAI plans to raise $15 billion at a $230 billion valuation, aiming to build a massive data center. Meta won its antitrust lawsuit against the FTC, with the court ruling it did not hold a monopoly position. NIO's "Shenji NX9031" chip is licensed externally for the first time, boasting four times the computing power of Nvidia Orin-X. Pinduoduo's Q3 revenue reached ¥108.3B, net profit ¥31.38B, driven by strong Temu international expansion. Xiaomi's Q3 net profit hit a record ¥11.3B, with its smart EV business achieving profitability for the first time. Baidu's Q3 revenue totaled ¥31.2B, with external generative AI services revenue showing continuous growth. Cloudflare experienced a global outage, affecting numerous websites, with services gradually being restored. Google CEO Pichai stated AI might eventually perform CEO tasks, enhancing human productivity and creativity.

谷歌发布Gemini 3，性能超越GPT-5 Pro，已整合进搜索及多款产品。 英伟达微软向Anthropic合投150亿美元，助其扩展Claude模型。 马斯克xAI拟以2300亿美元估值筹资150亿，将建巨型数据中心。 Meta驳回FTC反垄断诉讼胜诉，法院称其未具垄断地位。 蔚来“神玑NX9031”芯片首次技术外供，算力超英伟达Orin-X。 拼多多Q3营收1083亿净利313.8亿，Temu海外扩张强劲。 小米Q3净利113亿创历史新高，智能电动车业务首次盈利。 百度Q3总营收312亿，生成式AI对外服务收入连续增长。 Cloudflare突发全球性故障，致大量网站无法访问，正逐步恢复。 谷歌CEO皮查伊称AI未来或胜任CEO工作，将增强人类生产力。

Amazon founder Jeff Bezos returns to operations, co-CEO of new physical AI company\"Project Prometheus\" with $6.2B funding. Alibaba's Qianwen App launches public beta for free, directly competing with ChatGPT, aiming to be an AI lifestyle portal. xAI releases Grok 4.1 LLM with comprehensive performance enhancements in speed, quality, and emotional intelligence. Decentralized social network Mastodon founder steps down as CEO, platform transitions to non-profit, new board members join. OpenAI allows employees to donate company equity to charities, addressing long-standing grievances amid company restructuring. Google introduces AI weather model WeatherNext 2, developed by DeepMind, offering faster, more accurate 15-day high-res forecasts. Google develops \"Supervised Reinforcement Learning\" AI training method, enabling small models to handle complex multi-step reasoning. NetChoice sues Virginia over social media time limit bill for minors, citing First Amendment violation and privacy concerns. JD Delivery independent App launches, integrating on-demand retail and local services, with a pledge for non-commercial reviews. ByteDance's Seed team sees another core member depart, marking the seventh this year, raising concerns about team stability.

亚马逊创始人贝佐斯重返运营一线，出任全新物理AI公司联席CEO，获62亿美元首轮融资。 阿里千问APP公测版免费上线，全面对标ChatGPT，目标打造AI生活入口。 xAI发布Grok 4.1大模型，性能全面提升，速度、质量和情感智能均有改进。 去中心化社交网络Mastodon创始人卸任CEO，平台转型非营利组织，董事会迎来新成员。 OpenAI允许员工将股权捐赠慈善机构，解决多年不满，正值公司重组之际。 谷歌推出AI天气模型WeatherNext 2，由DeepMind开发，提供更快更准确的15天高分辨率预报。 谷歌开发“监督强化学习”AI训练法，旨在让小型AI模型处理复杂多步骤推理任务。 NetChoice起诉弗吉尼亚州社交媒体限时法案，认为其违反宪法第一修正案和隐私。 京东外卖独立App正式上线，整合即时零售与本地生活服务，强调点评永不商业化。 字节跳动旗下Seed团队核心成员离职，今年已是第七位，团队人员变动引关注。