《晚安咖啡》科技夜话（英文版）：微软市值蒸发，SpaceX将IPO，苹果芯片订单生变

晚安咖啡GoodNightCoffee · Feb 2, 2026 · 11m

Microsoft's market value evaporated by $381 billion in two days, signaling a divergence in AI investment fervor.

A SpaceX investor stated its upcoming IPO could be one of the largest wealth-creation events in history.

Apple considers shifting some chip orders away from TSMC, potentially ending a 12-year exclusive partnership.

Nvidia's rumored $100B investment plan in OpenAI may have changed, with neither party confirming.

Tesla announced its third-generation humanoid robot, capable of learning by observation, will debut in 2026.

Ant Group's CEO issued an internal letter urging a full-scale AI…