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《晚安咖啡》科技夜话(英文版):美光财报超预期,OpenAI自研芯片,英伟达称AI基建持续数十年

"Micron quarterly earnings beat expectations, pre-market shares surged over 16%.", "OpenAI launched its first self-developed chip in nine months for internal data centers.", "Nvidia CEO Jensen Huang said AI infrastructure buildout will last decades.", "Qualcomm acquired AI software firm Modular for nearly $4 billion to challenge Nvidia's CUDA.", "Two Google AI researchers may leave to join Anthropic.", "AI startup Keling reached $15 billion valuation, led by Tencent, Alibaba, and Sequoia.", "SenseTime is developing image model U1 Pro to rival OpenAI.", "Huawei and three Chinese carriers…

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