OpenAI, Anthropic, etc., formed AAIF to promote AI agent interoperability standards, gaining support from tech giants.Alibaba's Qianwen App monthly active users exceeded 30 million, offering new free AI office/learning features and establishing a C-end business group.Amazon plans to invest an additional $35B+ in India by 2030, with Microsoft investing $17.5B over four years, focusing on AI and logistics.Apple ordered 22 million foldable display panels for its iPhone Fold, expected in 2026, showing strong market confidence.Jensen Huang warned that fragmented state AI regulations threaten US development, calling for unified federal oversight.SpaceX plans a 2026 IPO, aiming to raise over $30B with a valuation potentially reaching $1.5 trillion.Alibaba Cloud CTO Zhou Jingren was promoted to Alibaba Partner, recognized for leading the success of the Tongyi model.The VW-Xpeng co-developed\"Yuzhong 07\" model will launch by month-end, marking a shift in VW's China NEV R&D model.Global humanoid robot shipments are projected to exceed 50,000 units in 2026, a 700%+ growth, moving towards commercialization.
Open AI、Anthropic等成立AAIF，推动AI代理互操作性标准，获巨头支持。阿里千问App月活破3千万，免费开放AI办公学习新功能，成立C端事业群。亚马逊拟在2030年前向印度追加350亿美元，微软四年内投资175亿美元，聚焦AI和物流。苹果预订2200万块折叠屏面板，预计2026年发布，看好iPhone Fold市场。黄仁勋警告美国各州AI法规碎片化威胁发展，呼吁联邦统一监管。SpaceX计划2026年IPO，目标筹集逾300亿美元，估值或达1.5万亿美元。阿里云CTO周靖人晋升阿里巴巴合伙人，因通义模型领先获肯定。大众与小鹏合作车型“与众07”月底落地，大众在华新能源研发模式转型。2026年全球人形机器人出货量预计突破5万台，增长超700%，迈向商用化。
欧盟正式对谷歌发起反垄断调查，重点关注其AI训练使用在线内容是否违规。英伟达获准向中国出售H200 AI芯片，但需向美国政府缴纳25%销售分成。OpenAI报告显示，ChatGPT周活跃用户数已突破8亿，企业使用量大幅增长。特斯拉上海超级工厂第400万辆电动汽车下线，从300万到400万仅用14个月。阿里巴巴成立“千问C端事业群”，旨在将千问打造为AI时代超级App。IBM计划以110亿美元收购数据流平台Confluent，以拓展其企业生成式AI业务。Waymo运营数据曝光，拥有2500辆Robotaxi，周订单超45万，安全性称超人类10倍。DeepSeek创始人梁文锋入选《自然》年度十大科学人物，其开源模型影响全球。苹果芯片负责人斯鲁吉明确表示不会近期离职，以平息外界传闻。小米调整线下零售网络，关闭部分亏损门店，同时研发智能问答助手产品。
The EU has formally launched an antitrust investigation into Google, focusing on whether its use of online content for AI training violates rules.Nvidia has been approved to sell its H200 AI chips to China, but must pay a 25% sales share to the U.S. government.OpenAI reports that ChatGPT's weekly active users have exceeded 800 million, with significant growth in enterprise usage.Tesla's Shanghai Gigafactory produced its 4 millionth electric vehicle, taking only 14 months to go from 3 to 4 million.Alibaba has established the"Qianwen C-end Business Group" aiming to build Qianwen into a super App for the AI era.IBM plans to acquire data streaming platform Confluent for $11 billion to expand its enterprise generative AI business.Waymo's operational data was exposed, revealing 2,500 Robotaxis and over 450,000 weekly orders, with safety claimed to be 10 times better than humans.DeepSeek founder Liang Wenfeng was selected as one of Nature's 10 people who mattered in science for 2025.Apple's chip chief Johny Srouji clarified he will not leave in the near future, dispelling external rumors.Xiaomi is adjusting its offline retail network, closing some underperforming stores, while developing an intelligent Q&A assistant product.
谷歌大幅收紧Gemini API免费使用政策，引发开发者不满，同时Gemini 3用户停留时长首超ChatGPT。Netflix宣布以约827亿美元收购华纳兄弟探索公司核心内容资产，面临严格监管审查。欧盟首次依据《数字服务法案》对X平台处以1.2亿欧元罚款，因其违反透明度义务。IBM或以110亿美元收购数据流平台Confluent，以增强其AI与云战略。英伟达发布CUDA 13.1，引入Tile编程模型，大幅降低GPU内核开发门槛。智元公司第5000台通用具身机器人量产下线，标志其进入规模商用时代。xAI寻求约200亿美元新融资以挑战OpenAI，但其商业模式可持续性受关注。百度正评估分拆AI芯片公司昆仑芯独立上市的可能性。黄仁勋对比中美基建效率，强调加速计算基础设施部署的重要性。
Google significantly tightened the free usage policy of Gemini API, sparking developer discontent, while Gemini 3's user dwell time surpassed ChatGPT for the first time.Netflix announced the acquisition of Warner Bros. Discovery's core content assets for approximately $82.7 billion, facing stringent regulatory scrutiny.The EU fined platform X €120 million under the Digital Services Act for the first time due to transparency violations.IBM is in advanced talks to acquire data streaming platform Confluent for about $11 billion to boost its AI and cloud strategy.NVIDIA released CUDA 13.1, introducing the Tile programming model, significantly lowering the barrier to GPU kernel development.Zhiyuan Robotics mass-produced and delivered its 5,000th general-purpose embodied robot, marking its entry into the era of commercial scale.xAI is advancing a new financing round of about $20 billion to challenge OpenAI, but concerns remain about its business model sustainability.Baidu is evaluating the possibility of spinning off its AI chip company Kunlunxin for an independent listing.Jensen Huang compared infrastructure efficiency between the US and China, emphasizing the importance of accelerating computing infrastructure deployment.
Google unveils a breakthrough new AI architecture challenging Transformer and outlines an AGI timeline.Apple's key chip executive Johny Srouji considers leaving, triggering high-level turmoil and concerns over CEO's health.NVIDIA CEO Jensen Huang publicly praises Huawei as a formidable competitor worthy of respect.Meta acquires AI wearable startup Limitless and halts sales of the Pendant device.Global memory chip prices surge over fourfold this year, with smartphone makers' inventories hitting historic lows.SpaceX valuation may reach $800 billion, with plans for a full IPO in 2026.Waymo initiates a voluntary recall over school bus safety concerns, updating its autonomous driving software.Tsinghua-affiliated embodied AI firm Luming Robot completes hundreds of millions in Pre-A round financing.AI impacts higher education as multiple Chinese universities suspend or cancel foreign language undergraduate programs.
谷歌发布突破性新AI架构，挑战Transformer，并公布AGI时间线。苹果芯片核心高管斯鲁吉考虑离职，引发高层人事震荡与CEO健康关注。英伟达CEO黄仁勋公开称赞华为是强大竞争对手，值得尊敬。Meta收购AI可穿戴公司Limitless，停止销售Pendant设备。全球存储芯片价格年内暴涨超四倍，手机厂商库存降至历史低位。SpaceX估值或达8000亿美元，计划2026年整体上市。Waymo因校车安全问题主动召回，更新自动驾驶软件。清华系具身智能公司鹿明机器人完成数亿元Pre-A轮融资。AI冲击高等教育，国内多所大学停招或撤销外语类本科专业。
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.
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。
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.
Netflix据传赢得华纳兄弟探索竞购，或获哈利波特等庞大内容库。苹果高层团队将迎重大人事变动，总法律顾问等多位高管退休。OpenAI推出更强大GPT-5.1-Codex-Max，代码模型“加量不加价”。“中国英伟达”摩尔线程上市首日股价飙升超400%，募资11亿美元。饿了么App全面焕新为“淘宝闪购”，阿里即时零售战略收官。市场监管总局发新国标，保障外卖骑手休息权防疲劳接单。微软悄然缩减DEI（多元化、公平性、包容性）努力，停止年报发布。周鸿祎称字节豆包手机助手将冲垮互联网大厂护城河。任正非指出华为AI重点是工农业产业应用，算力过剩时代将至。<黄仁勋揭秘：英伟达首款AI超算DGX-1曾无人问津，马斯克独家采购。
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》
欧盟对Meta WhatsApp AI政策启动反垄断调查。黄仁勋：AI十年重塑能源，核反应堆是关键。OpenAI收购AI初创Neptune，应对Gemini 3挑战。苹果UI设计主管离职，加入Meta任首席设计官。Anthropic CEO警告AI泡沫，称竞争对手鲁莽投资。亚马逊全球首个智能枢纽仓落地中国深圳。TikTok拟投资370亿美元，巴西建拉美首个数据中心。Horizon Quantum Computing在新加坡部署首台商业量子计算机。印度电商Meesho启动IPO，计划募资6.03亿美元。阿里出售Trendyol GO 85%股权给优步，获利60亿元。文字版更新到微信公众号《晚安咖啡GNC》
Anthropic prepares for IPO, valued over $300B, vying with OpenAI (valued up to $1T) to list first amidst fierce competition.Amazon unveils Nova 2 large model family and AI services at re:Invent, enhancing inference and multimodal capabilities to rival OpenAI and others.OpenAI issues"Red Alert" prioritizing "Garlic" model development for early 2026 release, postponing other AI projects.DeepSeek launches V3.2 and Speciale models, matching GPT-5 and Gemini-3.0-Pro performance, achieving IMO/IOI gold.NVIDIA invests $2B in Synopsys, expanding strategic partnership to revolutionize chip design, engineering simulation, and digital twins.LandSpace's Zhuque-3 Y1 rocket successfully orbited, but first stage recovery failed due to abnormal combustion during landing."Africa's phone king" Transsion Holdings applies for H-share listing in Hong Kong, already on STAR Market, to reinforce emerging market leadership.CICC plans to merge with Dongxing Securities and CSC Financial via share swap, aiming to build a top-tier investment bank; shares halted.Lenovo ISG faces mass layoffs in Shanghai and other branches, affecting hundreds; process criticized for lack of empathy, company silent.Waymo robotaxi collided with an unleashed dog in San Francisco, reigniting public debate on autonomous driving safety standards.
Anthropic筹备IPO，估值超3000亿美元，与OpenAI争夺率先上市，后者估值或达万亿。亚马逊发布Nova 2大模型家族和AI服务，提升推理、多模态能力，与OpenAI等巨头竞争。OpenAI拉响“红色警报”，全力加速开发代号“Garlic”新模型，并推迟其他项目。深度求索发布DeepSeek-V3.2及Speciale模型，性能对标GPT-5和Gemini-3.0-Pro，获奥赛金牌。英伟达认购新思科技20亿美元普通股，扩大合作，赋能芯片设计、工程仿真与数字孪生。蓝箭航天朱雀三号遥一火箭首飞二级入轨，但一级回收验证异常燃烧，未能软着陆。非洲手机王传音控股递交香港H股上市申请，已在科创板上市，巩固新兴市场地位。中金公司筹划换股吸收合并东兴证券、信达证券，建设一流投行，A股已停牌。联想ISG上海等部门大规模裁员数百人，过程被指缺乏人文关怀，公司尚未回应。Waymo无人驾驶出租车旧金山再撞狗，引发对自动驾驶安全标准的热议。文字版更新到微信公众号《晚安咖啡GNC》
China's DeepSeek released AI models, free to compete with OpenAI's GPT-5 and Google's Gemini 3 Pro.Apple's AI VP Giannandrea retires, former Microsoft/Google expert Subramanya takes over, reshaping AI strategy.Samsung launched its first multi-fold smartphone, Galaxy Z TriFold, solidifying its foldable market position.OpenAI is testing ad features in ChatGPT, seeking new revenue streams, but CEO emphasizes core AI.Musk supports the H-1B visa program and states tariffs distort markets, emphasizing free trade efficiency.OpenAGI launched Lux AI agent, claiming superior PC operation capabilities over OpenAI and Anthropic.Didi Autonomous Driving launched 24/7 fully driverless passenger service in Guangzhou, entering a new phase.The Trump administration funded xLight with $150 million via the CHIPS Act, promoting chip manufacturing.Tsingmicro completed over 2 billion RMB Series C funding for next-gen reconfigurable chip R&D.Xiaomi Auto's cumulative deliveries exceeded 500,000 units, completing its 2025 delivery target early.
中国DeepSeek发布AI模型，免费抗衡OpenAI GPT-5和谷歌Gemini 3 Pro。苹果AI高管詹南德雷亚退休，前微软谷歌专家苏布拉马尼亚接任，重塑AI战略。三星发布首款多折叠手机Galaxy Z TriFold，巩固折叠屏市场地位。OpenAI在ChatGPT测试广告功能，寻求新收入来源，但CEO强调核心AI。马斯克支持H-1B签证项目，并称关税扭曲市场，强调自由贸易效率。OpenAGI发布Lux AI代理，声称在PC操作能力上超越OpenAI和Anthropic。滴滴自动驾驶在广州启动全天候全无人载客测试，迈入新阶段。特朗普政府通过芯片法案向xLight注资1.5亿美元，推动芯片制造。清微智能完成超20亿元C轮融资，用于下一代可重构芯片研发。小米汽车累计交付量突破50万台，提前完成2025年交付目标。
OpenAI's ChatGPT is set to introduce ads to mitigate massive operating costs, marking a shift in CEO Altman's stance.Google CEO Pichai warned fragmented US AI regulation could hinder global competitiveness, urging national standards.Musk predicted a"post-work era" within two decades due to AI, where work is optional and energy replaces money.Nvidia CEO Jensen Huang pushed for company-wide AI automation, demanding employees AI-automate all tasks.Huawei Cloud's leadership reshuffle sees Zhou Yuefeng appointed CEO, shifting strategy to efficiency-first with R&D integrated into ICT.MIIT convened a battery industry meeting to regulate competition and address"involution" with industry giants participating.Xiaomi Auto launched"In-stock Vehicle Selection" to accelerate year-end deliveries, easing pressure, exceeding targets.ByteDance released the Doubao Phone Assistant tech preview, based on its large model, in partnership with ZTE, with no self-developed phone plan.Beike denied large-scale layoffs but is strategically transforming for efficiency, with new home business down and emerging sectors up.
OpenAI ChatGPT即将引入广告，以缓解巨额运营成本，CEO奥特曼态度转变。谷歌CEO皮查伊警告美国AI监管分散将阻碍其全球竞争力，呼吁制定国家标准。马斯克预言20年内人类将进入“后工作时代”，AI普及，能源将取代金钱。英伟达黄仁勋力推公司全面AI自动化，要求员工将所有任务AI化，质疑不鼓励者。华为云高层调整，周跃峰任CEO，战略转向效率优先，研发整合至ICT部门。工信部召开电池行业座谈会，规范竞争，治理“内卷”，比亚迪宁德时代等参会。小米汽车开放“现车选购”服务，助用户年底前提车，缓解交付压力，目标已超额完成。字节跳动发布豆包手机助手技术预览版，基于豆包大模型，与中兴合作，无自研手机计划。贝壳找房否认大规模裁员，但正战略转型降本增效，新房业务下滑，新兴业务占比提高。
Google's Gemini 3 Pro model excels, challenging OpenAI's leading position and intensifying AI competition.Norway's sovereign wealth fund will vote against Microsoft CEO Nadella's re-election and compensation, supporting a human rights report.Micron Technology plans to invest $9.6 billion in Japan to build a new HBM chip factory, aiming to catch up with competitors.Alibaba launches Quake AI Glasses, extending its Qianwen large model capabilities to hardware, opening a new chapter for AI human-computer interaction.Li Auto CEO Li Xiang admits to company management issues, reverts to a startup model, and plans embodied AI and in-house AI R&D.Shanghai Jiao Tong University launches the world's first undergraduate major in Embodied AI, partnering with Huawei to cultivate future AI talent.Former Intel CEO predicts quantum computing will become mainstream within two years, accelerating the burst of the AI bubble and replacing GPUs for AI training.TSMC sues its former senior VP for allegedly stealing advanced process technology secrets, including 2nm, before joining Intel.Tesla's sales in the Indian market are poor, with just over 100 EVs sold in two months, high vehicle prices being the main obstacle.ByteDance will partner with ZTE to release an AI phone in early December.
谷歌Gemini 3 Pro模型表现出色，挑战OpenAI领先地位，AI竞争加剧。挪威主权基金将投票反对微软CEO纳德拉连任及其薪酬，支持人权报告。美光科技计划在日本投资96亿美元，建设HBM芯片新工厂，追赶竞争对手。阿里发布夸克AI眼镜，将千问大模型能力拓展至硬件，开启AI人机交互新篇章。理想汽车CEO李想承认公司管理问题，重回创业模式，并布局具身智能和AI自研。上海交大增设全球首个具身智能本科专业，联合华为培养未来AI人才。英特尔前CEO预测量子计算两年内普及，加速AI泡沫破裂，取代GPU训练AI。台积电起诉前资深副总经理窃取2纳米等先进工艺技术机密并跳槽英特尔。特斯拉在印度市场销量不佳，两个月仅售出百余辆，高昂车价成主要障碍。字节跳动将与中兴通讯合作，于12月初发布AI手机。
Airbus initiates emergency software fixes for 6000 A320 aircraft globally due to solar flare interference, expecting flight disruptions.Unitree Robotics completed IPO coaching, planning a Star Market listing, leading in global robot products with strong revenue and valuation.OpenAI partners accumulate nearly $100B debt for AI infrastructure; Oracle and others negotiate a new $38B loan.Amazon employees globally staged Black Friday strikes, protesting intense work, low wages, and anti-union tactics.China's National Space Administration established a commercial space department and released a plan to promote high-quality and safe commercial space development.Elon Musk's X and xAI sued Apple and OpenAI, alleging anti-competitive practices in their AI integration.Baidu launched a new round of large-scale layoffs, severely impacting its mobile ecosystem group, with some teams seeing up to 40% cuts.Former Tesla Optimus dexterous hand engineer Lu Zeyu joined Xiaomi's robotics team as head of dexterous hand technology.
空客对全球6000架A320客机紧急软件修复，系太阳耀斑干扰所致，预计影响全球航班。宇树科技完成IPO辅导，拟冲刺科创板，机器人产品全球领先，营收与估值强劲。OpenAI合作伙伴为AI基建累计负债近千亿美元，甲骨文等正洽谈380亿美元新贷款。亚马逊全球员工在黑色星期五发起罢工，抗议高强度工作、低工资及反工会策略。国家航天局设立商业航天司并发布行动计划，推动商业航天高质量安全发展。马斯克公司X和xAI起诉苹果与OpenAI，指控其AI整合存在反竞争行为。百度启动新一轮大规模裁员，移动生态事业群组受影响严重，部分团队裁员达四成。前特斯拉Optimus灵巧手成员卢泽宇加入小米机器人团队，担任灵巧手技术负责人。美团CEO王兴反对外卖行业价格战，强调这种“内卷式”竞争不可持续。
Anthropic launched Claude 4.5, claiming global best in coding/agents, significantly reducing costs.Baidu's Kunlun chips fill Nvidia gap; M100/M300 chips to be released.OpenAI's massive compute needs are financed by partners, company bears minimal risk.TSMC sued ex-VP for allegedly taking core trade secrets to Intel.Google accelerates AI-centric Android PC OS, potentially replacing ChromeOS.MIIT will regulate irrational competition in power batteries, promoting high-quality development.DeepSeek launched self-verifying math model, outperforming humans in competitions.Meituan Q3 revenue up 2%, but surging marketing led to 18.6 billion loss.Huawei Cloud reorganized; Zhou Yuefeng appointed CEO, Zhang Pingan Chairman.Avatr Technology applied for HK IPO, accelerating global strategy.
Anthropic发布Claude 4.5，编码智能体能力全球最佳，大幅降本。百度昆仑芯填补英伟达空白，M100/M300芯片将发布。OpenAI庞大计算需求由伙伴承债，自身几乎无风险。台积电起诉前高管涉嫌带核心机密投奔英特尔。谷歌加速推AI核心安卓PC系统，或取代ChromeOS。工信部将整治动力电池非理性竞争，促高质量发展。DeepSeek发布自验证数学模型，竞赛表现超人类。美团Q3营收增2%，但营销激增致亏损186亿元。华为云架构调整，周跃峰任CEO，张平安任董事长。阿维塔科技向港交所递交上市申请，加速全球化。
OpenAI denies responsibility in teen suicide case, claiming ChatGPT "misuse" sparking AI ethics debate.TSMC sues former VP Luo Weiren for joining Intel, alleging leak of 2nm advanced process secrets.Driven by iPhone 17 sales, Apple is poised to surpass Samsung as the world's largest smartphone maker for the first time in 14 years.Former OpenAI chief scientist predicts AGI could arrive within 5 years, or 5 to 20 years.Military contractors oppose "Right to Repair" pushing for "data as a service" model, raising defense cost concerns.Anta Sports considers acquiring Germany's Puma to expand globally and enhance its high-end market presence.ByteDance restarts talks to sell Moonton Technology; Saudi's Savvy Games Group may acquire the MOBA game giant.Li Auto CEO Li Xiang admits management errors, reverts to startup model, betting on embodied AI robots.Alibaba's AgentEvolver technology improves model tool usage performance by 30% through synthetic tasks.Wahaha Group undergoes personnel change; Zong Fuli steps down, and Xu Simin takes over as chairman.
OpenAI否认青少年自杀案责任，称ChatGPT被“误用”，引发AI伦理与责任讨论。台积电起诉前副总罗唯仁转投英特尔，涉嫌泄露2纳米等先进制程机密。iPhone 17系列热销，苹果有望十四年来首次超越三星，成全球最大手机商。前OpenAI首席科学家预测，通用人工智能AGI最快五年内实现，或五年至二十年。军事承包商阻挠“维修权”，或以“数据即服务”取代，恐增国防成本。安踏体育考虑收购德国彪马，旨在全球扩张并提升高端市场地位。字节跳动重启出售沐瞳科技谈判，沙特Savvy Games或接手MOBA手游巨头。李想承认管理模式错误，理想汽车回归创业，未来押注具身智能机器人。阿里巴巴AgentEvolver技术，通过合成任务将模型工具使用性能提升30%。娃哈哈集团人事变动，宗馥莉卸任法定代表人等职，许思敏接任董事长。
谷歌与Meta洽谈数十亿美元AI芯片供货，挑战英伟达主导。苏茨克维尔称AI“规模化时代”终结，呼吁研究驱动。优步文远知行阿布扎比推全自动无人出租车服务。华纳音乐与Suno合作解决版权，推授权AI模型。百度重组AI研发，设两核心部门直属李彦宏。阿里Q2营收增15%经营利润降85%，因AI等战略投入。英伟达市值较峰值蒸发万亿，股价创近期新低。前特斯拉Optimus团队卢泽宇加入小米机器人。理想汽车Q3净亏6.24亿元人民币。稚晖君彭志辉当选上纬新材董事长。
Google and Meta are discussing a multi-billion-dollar AI chip supply deal, challenging Nvidia's dominance.Sutskever states the AI “scaling era” is ending, advocating for research-driven innovation.Uber and WeRide launched a fully autonomous robotaxi service in Abu Dhabi.Warner Music partnered with AI firm Suno to resolve copyright issues and will launch licensed AI models.Baidu restructured its AI R&D, establishing two core departments reporting directly to Robin Li.Alibaba's Q2 revenue grew 15%, but operating profit fell 85% due to strategic investments in AI and other areas.Nvidia's market capitalization evaporated $1 trillion from its historical peak, with the stock hitting a recent low.Former Tesla Optimus dexterous hand team member Lu Zeyu joined Xiaomi Robotics.Li Auto reported a net loss of 624 million RMB in Q3.Zhihui Jun (Peng Zhihui) was elected Chairman of the Board for Sunon Material.
