Alphabet considers doubling 2026 capital expenditure to tens of billions, raising investor concerns. SpaceX plans IPO in mid-2026 with potential $1.5T valuation, engaging international banks. Microsoft stock plunges over 10% due to slower Azure growth, marking its worst drop in six years. OpenAI in talks to raise $60B from Nvidia, Microsoft, and Amazon, a record private funding round. Elon Musk becomes first person with wealth exceeding $800B, driven by SpaceX-xAI merger. Li Auto reorganizes, establishing new humanoid robot and software architecture departments. 文字版更新到微信公众号《晚安咖啡GNC》

谷歌母公司Alphabet考虑2026年资本支出翻倍，达数百亿美元，引发投资者担忧。 SpaceX计划2026年中IPO，估值或达1.5万亿美元，正与国际银行接洽。 微软因Azure云业务增速不及预期，股价单日暴跌超10%，创六年最大跌幅。 OpenAI拟从英伟达、微软、亚马逊融资600亿美元，创私人融资纪录。 马斯克财富首破8000亿美元，主要得益于SpaceX与xAI合并交易。 腾讯股价连跌五日，市值失守5万亿港元，回吐四年全部涨幅。 百度启动50亿美元回购并首次采纳股息政策，以回馈股东。 理想汽车调整组织架构，新设人形机器人及软件本体部门。 文字版更新到微信公众号《晚安咖啡GNC》

AI chip startup Positron raised $230M in Series B funding to challenge Nvidia's dominance. Novo Nordisk's stock plunged over 18% after warning of slowing growth, erasing tens of billions in market value. KKR and Singtel plan to fully acquire STT GDC data centers in a deal valued at $5 billion. Nvidia denied rumors of tension with OpenAI, as market funds rotate into hardware stocks. Tencent officially launched an AI social product, marking full-scale AI competition among tech giants. ByteDance acquired a commercial land plot in Beijing's Haidian district for 2.8 billion yuan for office use. Several senior researchers departed from OpenAI, with reasons and impact yet to be clarified. Nvidia CEO Jensen Huang expressed interest in participating in OpenAI's potential IPO. Apple integrated AI coding assistants from Anthropic and OpenAI into its developer tools. XPeng merged its autonomous driving and smart cockpit units to form a General Intelligence Center. 文字版更新到微信公众号《晚安咖啡GNC》

AI芯片初创公司Positron获2.3亿美元融资，挑战英伟达市场地位。 诺和诺德因增长放缓预警股价暴跌超18%，市值蒸发数百亿美元。 KKR与新加坡电信拟以50亿美元全资收购STT GDC数据中心。 英伟达否认与OpenAI不和，美股资金轮动至硬件板块。 腾讯正式推出AI社交产品，头部科技公司全面布局AI应用。 字节跳动28亿元竞得北京海淀商服用地，用于办公开发。 OpenAI多名资深研究员离职，具体原因与影响尚不明确。 英伟达CEO黄仁勋表示有兴趣参与OpenAI的IPO进程。 苹果为开发者工具集成Anthropic和OpenAI的AI编程功能。 小鹏汽车合并自动驾驶与智能座舱中心，成立通用智能中心。 文字版更新到微信公众号《晚安咖啡GNC》

SpaceX announces acquisition of Musk's AI company xAI, aiming to integrate AI capabilities into aerospace technology. Tesla achieves mass production of dry electrode batteries, significantly reducing costs and improving vehicle range. AI boom propels Nvidia past Apple to become TSMC's largest customer, prompting Apple to diversify its supply chain. Waymo secures $16 billion in funding to expand its autonomous taxi service globally. OpenAI releases macOS desktop app for Codex, allowing local operation of multiple AI coding assistants. Alibaba's Qwen invests 3 billion yuan to bolster AI services during the Spring Festival peak. Beijing Humanoid Robot Innovation Center completes over 700 million yuan in financing to accelerate technology industrialization. Memory chip prices surge, with PC DRAM potentially rising over 100% due to supply-demand shifts. Ten ministries issue guidelines for low-altitude economy standard system to promote regulated industry development. Eight departments release 2026 guidance on automotive data export security, detailing compliance for smart connected vehicles. 文字版更新到微信公众号《晚安咖啡GNC》

SpaceX宣布收购马斯克旗下AI公司xAI，旨在将AI能力融入航天技术。 特斯拉实现干电极电池规模化生产，可显著降本增效并提升车辆续航。 AI热潮推动英伟达超越苹果，成为台积电第一大客户，苹果寻求供应链多元化。 Waymo获160亿美元融资，用于推动无人驾驶出租车全球扩张。 OpenAI发布macOS版Codex桌面应用，支持本地运行多个AI编程助手。 阿里千问投入30亿元加强春节AI服务，应对需求高峰。 北京人形机器人创新中心完成超7亿元融资，加速技术产业化。 存储芯片价格飙升，PC内存涨幅或超100%，供需变化是主因。 十部门发布低空经济标准体系建设指南，推动产业规范化发展。 八部门印发汽车数据出境安全指引，细化智能网联汽车数据跨境合规要求。 文字版更新到微信公众号《晚安咖啡GNC》

Microsoft's market value evaporated by $381 billion in two days, signaling a divergence in AI investment fervor. A SpaceX investor stated its upcoming IPO could be one of the largest wealth-creation events in history. Apple considers shifting some chip orders away from TSMC, potentially ending a 12-year exclusive partnership. Nvidia's rumored $100B investment plan in OpenAI may have changed, with neither party confirming. Tesla announced its third-generation humanoid robot, capable of learning by observation, will debut in 2026. Ant Group's CEO issued an internal letter urging a full-scale AI transformation across business and organization. Li Auto restructured, establishing new humanoid robot and software ontology departments. A Tsinghua-Peking University team developed the world's first fully flexible compute-in-memory AI chip, published in Nature. India offers decade-long tax breaks to attract major tech firms to invest in AI data centers. David Silver, head of reinforcement learning at Google's DeepMind and key creator of AlphaGo, left to start his own venture. 文字版更新到微信公众号《晚安咖啡GNC》

微软市值两日蒸发3810亿美元，AI投资热潮显现分化迹象。 SpaceX投资人称其IPO有望成史上最大造富事件之一。 苹果考虑将部分芯片订单交台积电以外供应商，或打破12年独家合作。 英伟达对OpenAI千亿美元投资计划可能生变，双方均未证实。 特斯拉宣布第三代具学习能力的人形机器人将于2026年亮相。 蚂蚁集团CEO发内部信，推动全集团业务和组织全面AI化转型。 理想汽车调整架构，新设人形机器人及软件本体部门。 清华北大团队研发全球首款全柔性存算一体AI芯片，成果登《自然》。 印度推十年税收减免政策，吸引科技巨头投资AI数据中心。 谷歌DeepMind强化学习负责人、AlphaGo缔造者大卫·西尔弗离职创业。 文字版更新到微信公众号《晚安咖啡GNC》

Microsoft's stock plunged over 10% after earnings missed expectations, wiping out over $200B in market value. OpenAI is in talks with Nvidia, Microsoft, etc., for a massive $60B funding round. Alibaba defines"Cloud + AI + Chips" as its core strategy, with T-Head's PPU shipments reaching hundreds of thousands. SpaceX's Starlink throttling disrupts Russian military drone operations in Ukraine. ByteDance, Alibaba, and Tencent intensify AI competition across tech, talent, and ecosystems. European AI firm Mistral AI raises €4B, setting a new record for the region. Ford and Xiaomi explore a US joint venture for EV production, blending auto and tech expertise. AI supercomputing boom causes shortage of high-end transformers, with orders backlogged to 2027. OpenAI plans to introduce ads in ChatGPT, pledging not to alter core answers or sell user data. Apple's AI team faces another wave of talent drain to rivals like Meta and Google.

微软财报不及预期致股价暴跌超10%，市值蒸发超2000亿美元。 OpenAI正与英伟达、微软等洽谈高达600亿美元巨额融资。 阿里明确“云+AI+芯片”为核心战略，平头哥PPU芯片出货量达数十万片。 SpaceX星链限速干扰俄军无人机行动，凸显商业卫星军事影响力。 字节、阿里、腾讯AI竞争白热化，涉及技术、人才与生态多维度。 欧洲AI公司Mistral AI融资40亿欧元，创欧洲纪录。 福特与小米探讨在美合资生产电动汽车，传统车企与科技公司联手。 AI超算建设热致高端变压器供不应求，订单排至2027年。 OpenAI拟在ChatGPT中引入广告，承诺不改核心回答且保护隐私。 苹果AI团队再现人才流失，研究员转投Meta和谷歌。

英伟达与OpenAI价值百亿美元AI芯片合作被搁置，原因未明。 苹果CEO库克预告今年将推出“前所未见”的AI创新产品。 SpaceX去年利润达80亿美元，星链服务成核心增长支柱。 星链更新隐私政策，允许使用用户数据训练AI模型。 台积电张忠谋会晤英伟达黄仁勋，讨论半导体产业议题。 月之暗面Kimi模型海外收入超国内，全球调用量进前三。 字节跳动与阿里巴巴在春节前夕展开激烈AI产品竞争。 广汽集团预计2025年净亏损80-90亿元人民币。 环球音乐等起诉Anthropic AI侵权，索赔或超30亿美元。 Waymo自动驾驶车在美国学校区域发生事故，撞伤儿童。

Nvidia and OpenAI's $10B AI chip partnership is suspended, reasons unclear. Apple CEO Cook hints at "unprecedented" AI innovation products this year. SpaceX reported $8B profit last year, with Starlink as core growth driver. Starlink updated privacy policy to allow using user data for AI training. TSMC's Morris Chang met with Nvidia's Jensen Huang to discuss semiconductor issues. Moonshot AI's Kimi sees overseas revenue surpass domestic, global calls rank top 3. ByteDance and Alibaba engage in fierce AI product competition before Lunar New Year. GAC Group forecasts net loss of 8-9 billion yuan for 2025. Universal Music sues Anthropic for AI copyright infringement, seeking over $3B. Waymo's Robotaxi hit a child near a school zone in the U.S., under investigation.