《晚安咖啡》科技夜话（英文版）：英伟达认证三星HBM4，黄仁勋访华，腾讯重注AI

Nvidia is nearing certification of Samsung's next-gen HBM4 chips, potentially reshaping the AI memory market.

Nvidia CEO Jensen Huang arrived in Beijing, highlighting the importance of the Chinese market to its global strategy.

Tencent CEO Pony Ma stated that AI is the company's sole major investment area and core strategic focus.

Singapore plans to invest S$1 billion in 2026 to boost its AI industry and solidify global competitiveness.

StepFun completed a B+ round financing exceeding 5 billion yuan, with Yin Qi as chairman and a strong technical team.

Meta shifts strategic focus significantly towards AI, reallocating resources from its metaverse division, delaying VR hardware.

Li Auto CEO Li Xiang announced a brand repositioning towards"embodied intelligence" including humanoid robots.

Apple's iPhone Air underperformed, with less than 200k global activations, leading to major order cuts.

AI chip company Axera passed the Hong Kong listing hearing, a top global provider of vision edge AI inference chips.

CaoCao Mobility plans a global deployment of 100k custom Robotaxis to scale commercial autonomous ride-hailing services.

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