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节目列表: 晚安咖啡GoodNightCoffee - EarsOnMe - 精选播客,一听即合

《晚安咖啡》科技夜话(英文版):特斯拉AI芯片量产, AMD看好AI万亿市场, 苹果OpenAI人才战

晚安咖啡GoodNightCoffee

Musk: Tesla's AI5 chip to tape out, AI6 design started, aiming for 12-month mass production, significant performance increase, expecting output to surpass all other AI chips combined. AMD CEO Lisa Su: The AI market is not a bubble but a huge opportunity, predicting AI and data center market to reach $1 trillion by 2030, shifting towards inference tasks. Microsoft AI CEO Suleyman: AI lacks consciousness, its core task is to serve humans, predicting integration into life by 2040, with healthcare as the biggest opportunity, and emphasizing it's not a bubble. OpenAI extensively poaches Apple's hardware team to develop AI hardware; Apple reduces mini-program in-app purchase commission to 15%, possibly to counter OpenAI and others. Alibaba's Qianwen App recorded over 10 million downloads in its first public beta week, setting an AI app growth record, and will deeply integrate with the company's e-commerce and mapping ecosystems. Meta launched WorldGen AI system, capable of text-generating large-scale interactive 3D worlds, significantly lowering creation barriers and accelerating metaverse development. Chinese GPU firm Moore Threads started STAR Market IPO subscription today at 114.28 yuan/share, aiming to raise 8 billion yuan, becoming the \"first domestic GPU stock.\" Haomo Zhixing, a former autonomous driving unicorn valued over $1 billion, has ceased operations and disbanded; employees are owed wages, and its official website is inaccessible. JD Industrials finally passed its Hong Kong listing hearing on its fourth attempt, poised to become Liu Qiangdong's sixth listed company. Macquarie proposed a $7.5 billion acquisition of Australian logistics firm Qube Holdings, at a 27.8% premium, driving Qube's stock to an all-time high.

14分钟
99+
2个月前

《晚安咖啡》科技夜话(英文版):英伟达H200或对华,特朗普推AGI,谷歌算力千倍

晚安咖啡GoodNightCoffee

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.

14分钟
99+
2个月前

《晚安咖啡》科技夜话(英文版):特朗普“创世纪行动”加速AGI,英伟达“归零”中国市场,谷歌AI算力翻倍挑战

晚安咖啡GoodNightCoffee

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.

14分钟
85
2个月前
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