CNBeta — 2026-04-10#
Top Story#
DeepSeek V4 to Launch in Late April with Native Chinese AI Chip Support DeepSeek’s upcoming V4 model is expected to arrive in late April, boasting trillion-parameter scale and million-level context windows. Crucially, V4 marks a major milestone in China’s “de-CUDA-ization” by achieving deep adaptation with domestic hardware like Huawei’s Ascend chips. Chinese tech giants including Alibaba, ByteDance, and Tencent have reportedly pre-ordered hundreds of thousands of new AI chips in anticipation, driving up local AI chip prices by 20%.
Tech & AI#
In a major shift for the open-source software ecosystem, a CNBeta report confirms Red Hat is laying off its entire China R&D team of roughly 419 employees. The move relocates engineering tasks to other APAC hubs and underscores a broader trend of US enterprise tech giants retreating from China, creating an opening for local players like Huawei’s openEuler, which now holds over 57% of new installations in China.
The AI compute arms race is heating up, as an OpenAI investor memo bashes Anthropic’s compute constraints, claiming OpenAI will reach 30 gigawatts of compute by 2030 compared to Anthropic’s projected 7-8 gigawatts by 2027. This infrastructure expansion is driving massive shifts in the industry, evidenced by the departure of key OpenAI infrastructure executives who originally helped design the “Stargate” data center initiative before the company pivoted to a partnership model. Meanwhile, xAI is suing Colorado over the state’s landmark AI anti-discrimination law, arguing it violates the First Amendment by forcing developers to adopt state-mandated viewpoints. Further highlighting the societal impact of AI, a new study reveals that AI-generated content has officially surpassed human-original content online since the launch of ChatGPT. Also of note, a 20-year-old man was arrested in San Francisco for throwing a Molotov cocktail at Sam Altman’s residence.
Consumer & Devices#
Apple’s long-rumored foldable is moving forward, with reports indicating the iPhone Fold is in smooth trial production and on track for a September release. The device features a 7.76-inch inner display with an under-screen camera and uses a liquid metal hinge to minimize creases. In the semiconductor space, TSMC’s advanced nodes are set to push next-gen mobile SoCs like the Snapdragon 8 Elite Gen6 Pro to break the 5GHz clock speed barrier for the first time. In stark contrast, Huawei’s latest Kirin 9030 remains capped below 3GHz due to US sanctions restricting its access to advanced EUV lithography. Also in hardware, Intel’s market cap hit a 25-year high thanks to its partnership with Elon Musk’s TERAFAB project, which aims to build the world’s largest 2nm chip factory in Texas. Finally, Chinese EV maker Seres has successfully patented an in-car toilet that hides under passenger seats, offering a quirky solution for emergency roadside needs.
Gaming#
The cost of next-generation consoles may be astronomical, with leaks suggesting the Sony PS6 could be priced as high as $1,000. Soaring RAM costs and looming global tariffs are heavily inflating the projected $743 bill of materials for the AMD-powered console. In a bizarre physical release trend, the Elden Ring Switch 2 physical edition is listed at $80, yet the box contains nothing but a digital download code.
Science & Space#
The Artemis II mission is bracing for a perilous return, as NASA acknowledges known defects in the Orion capsule’s heat shield. Despite internal dissent from experts who fear the Avcoat material might critically fail during its high-speed reentry, NASA officials remain confident the crew will splash down safely in the Pacific. Meanwhile, a joint Sino-UK research team analyzing Chang’e-5 and Chang’e-6 lunar soil samples has made the first discovery of nitrogen-bearing organics on the moon’s surface, indicating that asteroid impacts delivered life-essential elements to the lunar environment.
Also Noted#
Honda CEO admits “no chance of winning” in China and canceled three planned North American electric models as the company struggles to compete with China’s rapid R&D and low costs. SpaceX lost nearly $5 billion due to AI investments to support xAI infrastructure, revealing the financial toll of Musk’s AI ambitions as SpaceX prepares for a potential IPO. Tencent CEO Pony Ma’s stake rises to 8.8%, securing him a massive 4.24 billion HKD dividend payout for the year. A Mercedes S450L was buried as a funeral offering in Liaoning, prompting local authorities to investigate the superstition-driven stunt for violating land and burial regulations.
CNBeta — 2026-04-10#
头条新闻 (Top Story)#
传梁文锋内部发声 DeepSeek V4将于4月下旬发布 DeepSeek即将推出的V4模型预计于4月下旬面世，拥有万亿参数规模和百万级上下文窗口。关键在于，V4通过与华为昇腾等国产硬件的深度适配，标志着中国在“去CUDA化”道路上迈出了重要一步。据报道，阿里巴巴、字节跳动和腾讯等中国科技巨头已提前预订数十万片新一代AI算力芯片，导致本土AI芯片价格近期上涨约20%。
科技与人工智能 (Tech & AI)#
开源软件生态系统迎来重大变局，红帽中国研发团队全部被裁，涉及约419名员工。此举将工程任务转移至亚太地区其他枢纽，也凸显了美国企业服务巨头撤出中国的更广泛趋势，这为华为openEuler等本土玩家创造了机会，后者目前在中国新增装机量中占据了超过57%的市场份额。
AI算力军备竞赛正在升温，OpenAI备忘录曝光 算力优势成压制Anthropic底牌，声称OpenAI到2030年将达到30吉瓦算力规模，而Anthropic预计到2027年仅能达到7至8吉瓦。这种基础设施的扩张正在推动行业发生巨大转变，OpenAI基础设施核心高管（曾协助设计“星门”数据中心计划，后公司转向合作模式）的离职便证明了这一点。同时，美国出台首个州AI反歧视法 马斯克公司不满发起诉讼，认为科罗拉多州的该法律强迫开发者接受州政府强制推行的观点，严重违反了宪法第一修正案。此外，一项新研究揭示了AI对社会内容的深刻冲击：自ChatGPT推出以来，AI生成内容已超越人类原创。同样值得关注的社会新闻是，20岁男子因涉嫌向Sam Altman住宅投掷燃烧瓶被捕，该起事件发生在旧金山。
消费与设备 (Consumer & Devices)#
苹果流传已久的折叠屏手机正在推进中，有报道称**传苹果折叠屏iPhone Fold试产顺利 9月发布。该设备配备7.76英寸内屏和完全隐蔽的屏下摄像头，并使用液态金属铰链以最大程度减少折痕。在半导体领域，台积电的先进工艺节点将推动骁龙8 Elite Gen6 Pro等下一代移动SoC手机SoC主频将首次突破5GHz。形成鲜明对比的是，由于美国制裁限制了其获取先进EUV光刻设备，华为最新的麒麟9030主频仍被限制在3GHz以下。在硬件方面，由于与马斯克旗下规划于得州的全球最大2nm工厂TERAFAB项目合作，Intel市值创25年来最高。最后，中国电动汽车制造商赛力斯成功申请了一项隐藏于座椅下方的车载便器专利**，为紧急的路边如厕需求提供了一种奇特的解决方案。
游戏 (Gaming)#
下一代主机的成本可能将是天文数字，爆料显示**索尼PS6价格曝光 全球局势或将其推向1000美元。暴涨的内存成本和逼近的全球关税极大推高了这款AMD主机的BOM预测成本（约743美元）。在一个令人匪夷所思的实体版发售趋势中，《艾尔登法环》Switch2实体版售价80美元**，然而盒内仅包含一张数字下载兑换码。
科学与太空 (Science & Space)#
“阿尔忒弥斯二号”（Artemis II）任务正准备迎接一次危险的返航，美探月飞船迎来凶险返程：缺陷隔热罩引发担忧。尽管专家内部存在异议，担心Avcoat材料可能在高速重返大气层时发生致命故障，但NASA官员依然相信机组人员将在太平洋安全溅落。同时，一个分析嫦娥五号和嫦娥六号月壤样本的中英联合研究团队**首次发现含氮有机物**，这表明小行星撞击将维持生命的基本元素带到了月球环境之中。
其它快讯 (Also Noted)#
本田社长访华后称毫无胜算，并取消了三款面向北美的电动车型，因该公司难以应对中国极快的研发速度和低廉的成本优势。 **SpaceX去年因AI投入亏损近50亿美元**以支持xAI的芯片与数据中心基础设施，这揭示了在SpaceX准备潜在IPO之际马斯克AI雄心带来的财务压力。 腾讯最新股权结构披露：马化腾持股升至8.8%，使其个人获得了高达42.4亿港元的年度股息分红。 **车牌号带8888的奔驰S450L疑作为陪葬品下葬**发生在辽宁，目前当地政府正就这一涉嫌封建迷信且违反土地和殡葬规定的荒唐行为展开调查。