SpaceX launches new financing, aiming for an $800 billion valuation, considering a 2026 IPO.Google officially launches Gemini 3 Deep Think, an IMO gold-medal level AI model adept at complex math and science.Nvidia's Jensen Huang questions the necessity of CPUs in the AI era, advocating for GPU-centric accelerated computing.The EU fines X Corp €120 million under DSA for misleading “blue check,” opaque ad library, and lack of data access.Apple CEO Tim Cook's succession plan focuses on John Ternus, SVP of Hardware Engineering.TSMC plans to convert its Arizona land into an advanced packaging base, with trial production expected by late 2027.Huawei's Nexus architecture enhances large models' multi-step reasoning, allowing upgrade without retraining via attention layers.CSRC Chairman Wu Qing states plans to expand securities firms' capital space and leverage, promoting value-based competition.HashKey Holdings plans a Hong Kong IPO, aiming to raise $200 million, potentially listing this month.China successfully launched 14 low-orbit internet satellites using the Long March-8A rocket from Hainan.
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《晚安咖啡》科技夜话：SpaceX估值8000亿，谷歌AI模型金牌，黄仁勋论CPU未来
SpaceX启动融资，估值目标8000亿美元，正评估2026年IPO。谷歌上线Gemini 3 Deep Think，IMO金牌级AI模型，擅长高难度数理。黄仁勋质疑CPU在AI时代必要性，力推GPU为核心的加速计算。欧盟依《数字服务法》罚X公司1.2亿欧元，因蓝标误导、广告不透明。苹果库克接班人聚焦约翰·特纳斯，他负责所有硬件工程。台积电改造亚利桑那土地为先进封装基地，预计2027年底投产。华为Nexus架构提升大模型多步推理，无需重训，替换注意力层。证监会吴清称将拓宽券商资本空间与杠杆上限，促价值竞争。HashKey Holdings拟香港IPO，目标筹2亿美元，最早本月上市。我国长征八号甲运载火箭成功发射14组卫星互联网低轨卫星。
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《晚安咖啡》科技夜话（英文版）：Netflix巨头并购，苹果高层动荡，OpenAI发布新模
Netflix reportedly won the bid for Warner Bros. Discovery, potentially gaining vast content, including Harry Potter.Apple's senior management team will undergo significant changes, with the General Counsel and other executives retiring.OpenAI launched the more powerful GPT-5.1-Codex-Max code model with a"more for the same price" strategy."China's Nvidia" Moore Threads saw its stock soar over 400% on its debut, raising $1.1 billion.Ele.me App fully rebranded as"Taobao Flash Buy" marking the culmination of Alibaba's instant retail strategy.China's market regulator issued new national standards to protect delivery riders' rest rights and prevent fatigue.Microsoft is quietly scaling back its DEI efforts, discontinuing its annual diversity and inclusion report.Zhou Hongyi claims ByteDance's Doubao mobile assistant will disrupt the moats of major internet companies.Ren Zhengfei stated Huawei's AI focus is industrial and agricultural application, foreseeing an era of compute surplus.Jensen Huang revealed Nvidia's first AI supercomputer, DGX-1, initially received no orders, with Elon Musk being the sole buyer.
EU launches antitrust probe into Meta's WhatsApp AI policy.Jensen Huang: AI to reshape energy, nuclear reactors are key.OpenAI acquires AI startup Neptune amidst Gemini 3 competition.Apple's UI design head leaves to become Meta's Chief Design Officer.Anthropic CEO warns of AI bubble, criticizes reckless investment.Amazon's first global smart hub officially lands in Shenzhen, China.TikTok plans $37B investment for LatAm's first data center in Brazil.Horizon Quantum Computing deploys Singapore's first commercial quantum computer.Indian e-commerce Meesho launches IPO, aims to raise $603 million.Alibaba sells 85% of Trendyol GO to Uber, gaining 6 billion yuan.文字版更新到微信公众号《晚安咖啡GNC》
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