《晚安咖啡》科技夜话（英文版）：英伟达业绩超预期，字节跳动估值新高，Anthropic调整安全政策

晚安咖啡GoodNightCoffee · Feb 26, 2026 · 11m

Nvidia's latest quarterly earnings far exceeded expectations, driven by strong growth in its data center business and robust demand for AI chips.

ByteDance's valuation reached $550 billion in a private transaction, hitting a new high and reflecting investor confidence in its growth potential.

Anthropic abandoned its core safety guardrail commitment, adjusting AI model policies to address market competition and commercial pressure.

Nvidia's CEO indicated nearing an agreement with OpenAI, potentially consolidating its leadership in the AI hardware market.

SMIC plans to significantly increase…