《晚安咖啡》科技夜话（英文版）：英伟达求芯，OpenAI营收大增，蚂蚁国产算力突破

晚安咖啡GoodNightCoffee · Nov 9, 2025 · 17m

Huang Renxun requested TSMC to increase Blackwell chip production; TSMC's 3nm capacity is up 50% to meet demand.

Altman predicts OpenAI's revenue to exceed $20B this year, with $1.4T infrastructure investment over eight years.

Ant Group deploys a 10k-card domestic computing cluster, reducing domestic chip training costs by 20%, and invests in chip companies.

Six AI giants discussed AGI progress, risks, and timelines, signifying AGI's shift from sci-fi to reality.

Microsoft forms the MAI superintelligence team, focusing on developing

\"human-centric\" domain-specific superintelligence, not…