《晚安咖啡》科技夜话（英文版）：微软财报暴雷，OpenAI融资，阿里战略聚焦

晚安咖啡GoodNightCoffee · Feb 1, 2026 · 13m

Microsoft's stock plunged over 10% after earnings missed expectations, wiping out over $200B in market value.

OpenAI is in talks with Nvidia, Microsoft, etc., for a massive $60B funding round.

Alibaba defines"Cloud + AI + Chips" as its core strategy, with T-Head's PPU shipments reaching hundreds of thousands.

SpaceX's Starlink throttling disrupts Russian military drone operations in Ukraine.

ByteDance, Alibaba, and Tencent intensify AI competition across tech, talent, and ecosystems.

European AI firm Mistral AI raises €4B, setting a new record for the region.

Ford and Xiaomi explore a US…