《晚安咖啡》科技夜话（英文版）：马斯克太空AI, 谷歌德州AI, 安世半导体危机

Elon Musk plans to deploy 100 GW solar-powered AI satellites in space annually, equivalent to 1/4 of US electricity consumption.

Google announced a $40 billion investment in Texas for AI, cloud computing, and energy infrastructure.

Nexperia's chip supply crisis, stemming from Dutch takeover and Chinese controls, threatens global auto production.

Apple CEO Tim Cook may retire next year, with SVP John Ternus eyed as his successor.

NVIDIA's internal emails reveal a disconnect in software sales with customers, facing communication and negotiation hurdles.

Xiaomi's

\"end-to-end AI wireless tech prototype\" recognized as a top 10 Beijing 6G Lab advance.

Alibaba's AI app

\"Tongyi\" officially rebranded as \"Qianwen,\" directly competing with OpenAI's ChatGPT.

Hesai Technology secured 100% LiDAR standardization for Xiaomi and Li Auto's entire 2026 vehicle lineup.

Li Auto disciplined 18 staff over two quality issues: coolant leaks and lower control arm bushing noise.

Walmart announced John Furner will succeed Doug McMillon as company CEO in 2026.