《晚安咖啡》科技夜话(英文版):AI商业回报分化,马斯克赫拉利激辩,英伟达推世界模型晚安咖啡GoodNightCoffee

《晚安咖啡》科技夜话(英文版):AI商业回报分化,马斯克赫拉利激辩,英伟达推世界模型

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Davos focuses on AI: CEO confidence in revenue growth hits a five-year low, with only a few companies seeing significant financial returns. Jensen Huang calls for treating AI as critical infrastructure.

Musk and Harari debate AI's future at Davos: Musk predicts AI will surpass any single human's intelligence by year-end, while Harari warns AI is taking over core domains like law and religion.

NVIDIA launches the world model platform Cosmos, pushing AI into the physical world, and releases the Isaac GR00T robot model series, with its market cap reaching $4.56 trillion.

OpenAI launches its Codex Release Month, focusing on agentic AI and enterprise applications, with cybersecurity as a key focus. Its CFO declares 2026 the year of practical application.

Apple may restart chip foundry cooperation with Intel, which could manufacture chips for some iPhone models starting in 2028 using its 14A process technology.

Meta plans to build tens of gigawatts of computing infrastructure globally, led by Zuckerberg, to support training and deployment of its AI models and next-gen products.

Google CEO Sundar Pichai sells $10.6 million worth of Alphabet stock as part of a scheduled plan. He still holds shares worth approximately $724 million.

Baidu merges its  services to form the Personal Super Intelligence Group (PSIG), led by VP Wang Ying, aiming to deeply integrate personal intelligent services.

Geely announces it will complete the first solid-state battery pack offline and begin vehicle validation within the year, as part of its 2030 strategy to enhance EV range and safety.

NVIDIA CEO Jensen Huang arrives in Shanghai. The specific agenda is not disclosed, and his movements are closely watched by the industry.