Musk's xAI launches new supercomputer Colossus 2 with 4x the computing power of its predecessor. Micron to acquire Powerchip's P5 fab for $1.8B to expand DRAM capacity. SK Hynix and Samsung accelerate HBF tech commercialization, capacity may be 8-16x that of HBM. Court filings reveal Musk once proposed his son take over OpenAI's AGI project in the future. Tesla has largely completed design of next-gen self-driving chip AI5 and begun work on AI6. Nvidia poaches senior talent from giants while preferring to collaborate with Chinese startup teams. UBTECH partners with Airbus to explore humanoid robot applications in aviation manufacturing. Baidu's Apollo Go launches fully driverless ride-hailing service in Abu Dhabi, UAE. Two Chinese automakers enter global top 10 sales in 2025, with growth exceeding 18%. LONGi Green Energy expects 2025 net loss of 6-6.5B yuan, mainly due to industry overcapacity.

马斯克旗下xAI发布新一代超级计算机Colossus 2，算力为前代四倍。 美光科技以18亿美元收购力积电铜锣P5晶圆厂，扩充DRAM产能。 SK海力士与三星加速HBF技术商业化，容量或为HBM的8-16倍。 法庭文件披露马斯克曾提议其子未来接管OpenAI的AGI项目。 特斯拉基本完成下一代自动驾驶芯片AI5设计，已着手开发AI6。 英伟达从巨头挖角高级人才，同时偏好与华人创业团队合作。 优必选与空客合作，探索人形机器人在航空制造领域应用。 百度萝卜快跑在阿联酋阿布扎比正式开启全无人驾驶出行服务。 两家中国车企进入2025年全球销量前十，同比增长均超18%。 隆基绿能预计2025年净亏损60-65亿元，主因行业产能过剩。

Google's new AI model excels in reasoning and code generation, significantly narrowing the gap with OpenAI. Apple and Google are in talks to use Gemini AI on iPhones, potentially powering new AI features in iOS 18. US regulators extend the investigation into Tesla's Full Self-Driving system over potential traffic law violations. OpenAI will test ads in ChatGPT in the US and launch a new $8 monthly subscription plan. Elon Musk threatens to acquire Europe's largest low-cost airline Ryanair and replace its CEO. Ford will use BYD batteries in future EVs, replacing South Korea's LG Energy Solution. Chinese AI firms MiniMax and Zhipu AI are preparing for IPOs, drawing capital market attention. The US threatens 100% tariffs on Korean memory chipmakers if they don't continue investing in the US. Alibaba Cloud aims to capture 80% of new market share in China's AI cloud services by 2026. Semiconductor design company Aikewei has initiated the process for an A-share listing.

谷歌新AI模型在推理与代码生成上表现突出，显著缩小与OpenAI差距。 苹果与谷歌就iPhone使用Gemini模型进行谈判，或驱动iOS 18新AI功能。 美国监管机构延长对特斯拉自动驾驶涉嫌违规的调查期限。 OpenAI将在美测试ChatGPT广告并推8美元月费新订阅方案。 马斯克威胁收购欧洲最大廉航瑞安航空并撤换其CEO。 福特电动汽车将采用比亚迪电池，替代韩国LG能源解决方案。 中国AI公司MiniMax与智谱AI筹备IPO，引发资本市场关注。 美国威胁对不在美投资的韩国存储芯片商征收100%关税。 阿里云目标到2026年占据中国AI云市场新增份额80%。 半导体设计公司爱科微启动A股上市辅导程序。

TSMC's Q4 results far exceeded expectations, with record revenue, strong AI chip demand boosting market sentiment. Alibaba's Qianwen App fully integrated into its ecosystem, launching over 400 AI task functions, transitioning from chat to execution. State Grid plans a record 4 trillion yuan investment in its 15th Five-Year Plan to build a new-type power system. Google DeepMind and CEO communicate daily to counter OpenAI competition, accelerating AI strategy adjustments. Meta to shut down Horizon Workrooms, ending enterprise VR business, shifting strategic focus to AI. OpenAI acquired health data startup Torch, valued at ~$100M, expanding AI applications in healthcare. NVIDIA invested in AI math computing startup Harmonic, consolidating its position in the AI infrastructure ecosystem. Mitsubishi Corp. to acquire US shale gas producer Aethon for $7.5B, strengthening its natural gas value chain. Alipay and partners launched China's first AI commercial protocol ACT, aiming to standardize rights and responsibilities for AI agents in commerce.

Apple selects Google's Gemini to power the new AI Siri, accelerating its catch-up in the generative AI wave. Nvidia open-sources its autonomous driving foundation model Drive Foundation, aiming to define the ChatGPT moment for physical AI. Meta launches the Meta Compute project to build a large-scale AI computing infrastructure for future R&D. Google's parent company Alphabet's market cap surpasses $4 trillion, becoming the world's fourth company to reach this milestone. SK Hynix invests $13 billion in a new plant to address the ongoing memory chip supply shortage. OpenAI acquires health data startup Torch for about $100 million to boost its health assistant development. Tesla's Musk sets a new benchmark, stating FSD needs 16 billion km of real-world data for widespread release. Chinese AI company Baichuan Intelligent releases its new medical LLM "M3", claiming it outperforms GPT-5.2 in several evaluations. China's MIIT issues a three-year action plan (2026-2028) to promote high-quality development of industrial internet platforms. Trip.com's internal system glitch mistakenly sends resignation notices to many employees; the company is urgently addressing the issue. 文字版更新到微信公众号《晚安咖啡GNC》

苹果选择谷歌Gemini驱动新版AI Siri，加速追赶生成式AI浪潮。 英伟达开源自动驾驶基础模型Drive Foundation，旨在定义物理AI的ChatGPT时刻。 Meta启动Meta Compute项目，构建大规模AI计算基础设施以支持未来研发。 谷歌母公司Alphabet市值突破四万亿美元，成为全球第四家达成此里程碑的企业。 SK海力士投资130亿美元建新厂，以应对存储芯片供应短缺问题。 OpenAI收购健康数据初创公司Torch，估值约一亿美元，助力其健康助手发展。 特斯拉马斯克设定新基准，称FSD需积累160亿公里真实数据才可广泛推广。 中国百川智能发布医疗大模型“M3”，称其在多项评测中超越GPT-5.2。 工信部印发工业互联网平台高质量发展三年行动方案（2026-2028）。 携程内部系统异常，误向大量员工发送离职通知，公司正紧急处理。 文字版更新到微信公众号《晚安咖啡GNC》

阿里巴巴据传将向英伟达采购20万台H200计算卡，以增强AI算力储备。 马斯克预测，机器人外科医生将在3-4年内超越人类外科医生的操作水平。 加州拟征财富税，科技富豪与企业加速迁往德州、佛罗里达等州。 微软力推Copilot+PC，强调需配备高性能NPU以应对AI计算浪潮。 xAI计划投资超200亿美元在密西西比州建设第三座数据中心。 具身智能企业自变量机器人获字节、美团、阿里10亿元A++轮融资。 拼多多内部测试“百亿超市”新业务，拓展高频日用品低价市场。 印度信实工业承诺投资776亿美元，包括建造最大AI就绪数据中心。 印度拟推新规或要求共享手机源代码，遭苹果、三星等巨头反对。 中国稀土企业通知部分日企停止新签出口合同，被视为反制措施。 文字版更新到微信公众号《晚安咖啡GNC》

Alibaba is reportedly set to purchase 200,000 H200 computing cards from Nvidia to boost its AI computing capacity. Elon Musk predicts that robotic surgeons will surpass human surgeons in operational skill within 3-4 years. Proposed wealth tax in California accelerates the exodus of tech billionaires and companies to states like Texas and Florida. Microsoft strongly promotes Copilot+PC, emphasizing the need for high-performance NPUs to handle the AI computing wave. xAI plans to invest over $20 billion to build its third data center in Mississippi. Embodied AI firm Zibian Robotics secures 1 billion yuan in A++ funding from ByteDance, Meituan, and Alibaba. Pinduoduo is internally testing a new"Billion-Dollar Supermarket" business, expanding into low-priced daily necessities. India's Reliance Industries commits $77.6 billion in investment, including building the country's largest AI-ready data center. India's potential rule requiring smartphone source code sharing faces strong opposition from Apple, Samsung, and others. A Chinese state-owned rare earth firm notifies some Japanese companies of halted new export contracts, seen as a countermeasure. 文字版更新到微信公众号《晚安咖啡GNC》

Zhipu AI listed in Hong Kong, becoming the"first global large model company" to launch new GLM models soon. OpenAI's GPT-5.2 achieved 75% accuracy in ARC-AGI-2 benchmark, significantly surpassing human average. Huawei secured the top spot in China's phone market in 2026's first week with over 20% share, driven by Mate 80 series sales. Elon Musk announced X platform's latest content recommendation algorithm will be open-sourced within seven days, with regular updates. FCC approved SpaceX to deploy 7,500 more Gen2 Starlink satellites, totaling 15,000, enhancing global connectivity. Indonesian government temporarily banned Elon Musk's AI chatbot Grok due to concerns over generating explicit content. China drafts new rules on app personal data collection, regulating sensitive permissions and ensuring account cancellation options. India plans to mandate smartphone makers share software source code with the government, sparking opposition from Apple and Samsung. Li Auto restructured its product lines into two, following the departure of its former second product line president. Humanoid robot supply chain component provider Xinjian Transmission initiated IPO guidance.

智谱AI香港上市成“全球大模型第一股”，将推新模型GLM。 OpenAI GPT-5.2在ARC-AGI-2测试中准确率达75%，显著超越人类。 华为手机2026年首周国内市场份额超20%夺冠，Mate 80系列热销。 马斯克宣布X平台最新内容推荐算法将在七天内开源，并承诺定期更新。 FCC批准SpaceX再部署7500颗星链二代卫星，总数达1.5万颗。 印尼政府暂时封禁马斯克AI机器人Grok，担忧生成色情内容风险。 国家网信办起草APP个人信息收集规定，规范敏感权限与账号注销。 印度计划要求手机厂商共享软件源代码，引发苹果三星等科技巨头反对。 理想汽车调整产品线架构，整合为两条，原第二产品线总裁离职。 人形机器人T链供应商新剑传动启动上市辅导。

MiniMax港股首日暴涨109%，募资6.19亿美元，显示市场对AI初创企业热情。 台积电Q4营收创新高，AI需求推动业绩，全年营收增长31.6%。 中国向ITU申请超20万颗卫星，进行低轨大规模布局，直面全球竞争。 马斯克xAI计划投资200亿美元在密西西比州建设大型数据中心。 SpaceX获准新增7500颗星链卫星，总数将达1.5万颗以提升全球网络。 微软测试将Copilot深度整合进Win11资源管理器，强化AI助手渗透。 Meta签署核电协议，到2035年供应6.6吉瓦电力，为AI数据中心供电。 AI驱动存储芯片“超级周期”，价格飙升传导至笔记本、手机等终端。 吉利评估进入美国市场，极氪、领克或为首选，考虑本土化生产。 中国启动外卖平台反垄断调查，美团回应拥护并呼吁回归理性竞争。