OpenAI与博通的重要AI芯片交易面临高达180亿美元的资金缺口，双方仍在磋商解决方案。
Anthropic正式推出Claude for Microsoft 365服务，与Word、Excel、Outlook、Teams等办公套件深度整合。
英伟达CEO黄仁勋表示下一代AI基础设施将大量依赖光学连接，铜线已无法满足传输需求。
SpaceX公布550亿美元投资计划，在德克萨斯州建设AI芯片生产线，涵盖设计、制造与封装测试。
苹果对配备摄像头的AirPods进行高级测试阶段，可增强环境感知、手势控制和健康监测功能。
工信部等三部门联合印发《智能体规范应用与创新发展实施意见》，从国家层面对智能体进行系统性规范。
我国科研团队成功研制首台双核原子量子计算机，攻克纠缠态制备、高保真逻辑门等关键技术。
阶跃星辰接近完成约25亿美元融资，已拆除红筹架构并加速推进港股上市进程。
DeepSeek网页端及API服务5月8日下午出现异常，官方称正在修复，尚未透露恢复时间。
百度旗下昆仑芯正式启动科创板IPO辅导，辅导机构为中信证券，估值已超百亿元人民币。

• OpenAI’s major AI chip deal with Broadcom faces an $18 billion funding gap; both sides are still negotiating a solution.

• Anthropic officially launches Claude for Microsoft 365, deeply integrating with Word, Excel, Outlook, Teams, and other Office apps.

• NVIDIA CEO Jensen Huang says next‑generation AI infrastructure will rely heavily on optical connectivity, as copper wires can no longer meet transmission demands.

• SpaceX announces a $55 billion investment plan to build an AI chip production line in Texas, covering design, manufacturing, and packaging/testing.

• Apple moves to an advanced testing phase for camera‑equipped AirPods, enabling enhanced environmental awareness, gesture control, and health monitoring.

• China’s Ministry of Industry and Information Technology, along with two other national bodies, issues the “Implementation Opinions on Standardized Application and Innovative Development of Agents,” providing systematic national‑level regulations for AI agents.

• Chinese research team successfully develops the world’s first dual‑nuclear‑atom quantum computer, overcoming key challenges in entangled state preparation and high‑fidelity logic gates.

• StepFun (Jieyue Xingchen) is nearing completion of a ~$2.5 billion funding round, has removed its red chip structure, and is accelerating its Hong Kong IPO process.

• DeepSeek’s web and API services experience anomalies on the afternoon of May 8; the official team says repairs are ongoing, with no restoration time yet announced.

• Baidu’s AI chip subsidiary Kunlun Core officially starts its STAR Market IPO process (pre‑IPO guidance) with CITIC Securities; its valuation exceeds 10 billion RMB (~$1.4 billion).

• Elon Musk announces xAI is renamed to SpaceXAI and fully merged into SpaceX, focusing on AI support for Starship, Mars colonization, and Starlink.

• Apple agrees to a $250 million class-action settlement over exaggerated claims about Apple Intelligence’s generative AI capabilities; it denies wrongdoing.

• Former OpenAI CTO Mira Murati testifies in court that she cannot trust CEO Sam Altman’s statements, revealing internal governance and commercialization disagreements.

• Samsung Electronics officially stops selling all home appliances in mainland China, including refrigerators, washing machines, and TVs, marking a major strategic retreat.

• Nvidia, AMD, Intel, and Broadcom jointly announce a collaboration to tackle GPU compute resource waste and improve data center efficiency.

• DeepSeek completes its first funding round led by a state‑backed investor, reaching a valuation of up to ~$45 billion; funds will go to AI infrastructure and next‑gen models.

• Moonshot AI is nearing completion of a ~2billionfundinground,raisingitsvaluationto 140billionRMB(2billionfundinground,raisingitsvaluationto 140billionRMB(19.3 billion); its product Kimi will accelerate model iteration and global expansion.

• Wuxian Qiongqiong raises over 700 million RMB (~$97 million) in a new round, co-led by Hangzhou High‑Tech Jintou Group.

• Unitree launches UniStore, the world’s first app store for humanoid robots, allowing developers to deploy motion control, interaction, and other applications.

• ByteDance’s AI product Doubao plans to introduce a paid subscription model focused on productivity scenarios like office work and content creation, while keeping free basic services.

  文字版更新到微信公众号《晚安咖啡GNC》

马斯克宣布xAI更名为SpaceXAI并完全并入SpaceX，专注为星舰、火星殖民及星链提供人工智能技术支持。
苹果就夸大Apple Intelligence功能宣传达成2.5亿美元集体诉讼和解，覆盖美国购买相关设备的消费者，但否认不当行为。
前OpenAI首席技术官米拉·穆拉蒂出庭作证，表示无法信任CEO山姆·奥特曼，透露内部存在治理与商业化分歧。
三星电子正式在中国大陆全面停售所有家电产品，涉及冰箱、洗衣机、电视等全品类，战略进一步收缩。
英伟达、AMD、英特尔和博通四家芯片巨头联手，解决GPU算力资源浪费问题，提升数据中心利用效率。
DeepSeek完成首轮融资，国家队背景机构领投，估值最高约450亿美元，资金将用于算力基建与下一代大模型研发。
月之暗面即将完成约20亿美元融资，估值达1400亿元人民币，明星产品Kimi将加速模型迭代与全球化拓展。
无问芯穹完成超7亿元融资，杭州高新金投集团联合领投。
宇树科技开放全球首个人形机器人应用商店UniStore，允许开发者下载和部署运动控制、交互服务等应用。
字节跳动旗下豆包计划新增付费订阅模式，聚焦办公、创作等生产力场景，免费基础服务仍保留。