Morning Briefing | Apple Glasses Reportedly to Launch by Late Next Year / Nvidia’s First Self-Developed Chip PC to Debut This Week / Tesla Introduces Factory Manual Sunshade for Model Y

Gurman: Apple wants to replicate the success of the Apple Watch with glasses.

Last night, Bloomberg reporter Mark Gurman revealed in the latest PowerOn newsletter that Apple is planning to enter the eyewear market "the way it entered the smartwatch market," targeting the broader traditional eyewear market rather than just competing with smart glasses manufacturers like Meta.

Apple's smart glasses, codenamed N50, were originally planned for release at the end of this year and launch early next year, but have now been delayed until the end of next year . Apple is expected to target the $200 to $500 price range, competing with traditional eyewear brands such as Essilor, Safilo Group, and Warby Parker.

Bloomberg, citing data from the World Health Organization, reported that the global eyewear market is worth approximately $200 billion annually, far exceeding the wristwatch market corresponding to the Apple Watch. The report also mentioned that Apple CEO Tim Cook is one of the strongest supporters of the project, with sources close to him stating that smart glasses are a "priority" during his tenure.

John Ternus, who will take over as CEO in September, is also deeply involved in the project, and the Vision Products Group (VPG) team responsible for research and development has been operating under his leadership for the past two years. The first generation of Apple Glasses will feature an oval camera design and will be available in a variety of colors and frame styles.

Regarding other product developments, reports indicate that the hardware for the new Apple TV set-top box and HomePod mini has been finalized for several months and is currently being used by Apple headquarters employees. Both products are awaiting simultaneous release this fall once the new Siri and Apple Intelligence features are ready.

In addition, Apple has begun early development work on iOS 28 and macOS 28 for next year, internally codenamed "Bell" and "Poppy" respectively, collectively known as "Boppy".

Gurman reiterated that iOS 27 was mainly focused on minor tweaks and improvements, while iOS 28 would be "more important than iOS 27".

Reports indicate that Samsung's custom AI chip project with OpenAI has stalled.

According to South Korean media outlet Greened, Samsung's custom AI chip development project with OpenAI has stalled due to strategic disagreements. The project, originally planned to be based on the ARM architecture, aimed to develop an NPU for inference for OpenAI, and early development had already made progress.

Samsung and OpenAI signed several cooperation agreements last year. Samsung Data Systems will collaborate with OpenAI to build AI data centers, and Samsung may also supply memory chips to OpenAI. After its custom chip project stalled, Samsung's recent investment in Anthropic has been interpreted as another AI customer strategy. South Korean media also reported that Samsung may be shifting to manufacturing AI chips for Anthropic.

Apple Music experiences global service disruption

Apple's official website "System Status" page shows that Apple Music experienced a service interruption at 23:40 Beijing time on May 29, and some users encountered intermittent connection, playback or service access abnormalities during use.

The affected regions include multiple countries and regions such as Australia, Brazil, France, India, Italy, Japan, South Korea, Spain, and the United States. Some users are still able to access and play content normally. The fault monitoring platform Downdetector received related user reports during the same period, and the number of reports subsequently declined.

According to real-time information on Apple's system status page, the service outage was resolved at 8:30 a.m. on May 30, lasting approximately 8 hours and 50 minutes.

Su Weijie, a "golden second-generation" graduate of Peking University's School of Mathematical Sciences, joins OpenAI.

Su Weijie, an alumnus of the School of Mathematical Sciences at Peking University (Class of 2007) and a professor of statistics at the Wharton School of the University of Pennsylvania, announced on the X platform that he has joined OpenAI during his sabbatical and returned to the Bay Area to participate in AI model training. He also stated that he has been promoted to full professor at the Wharton School.

Su Weijie's research interests include statistical machine learning, high-dimensional inference, large-scale multiple testing, optimization, and privacy-preserving data analysis. According to the Wharton Department of Statistics and Data Science website, he was previously an Associate Professor of Statistics and Data Science, and also an Associate Professor of Computer and Information Science.

OpenAI President Greg Brockman replied to the relevant post, "Welcome to join the team." Su Weijie graduated from the School of Mathematical Sciences at Peking University with a bachelor's degree and later pursued a PhD in Statistics at Stanford University. His research interests include statistics, machine learning optimization, and the theoretical safety of large language models.

This year, he received the COPSS Presidents' Award, one of the highest honors in the international statistics field.

Hu Yanbin personally created a fan app, launching "Yanhuo" by learning Vibe coding from scratch.

Hu Yanbin announced on Weibo yesterday that his fan community app, "Yanhuo," has officially launched. He stated that this is the first time he has personally developed an app, learning Vibe coding from scratch and completing it after repeated refinements.

The Yanhuo App is positioned as an exclusive interactive platform between Hu Yanbin and his fans, featuring daily check-ins, points levels, personalized messages, and tour tracking. The official download page shows that the iOS version is available on the App Store, while Android users can currently download the APK installation package directly from the official website.

In his Weibo post, Hu Yanbin mentioned that he hopes to use this app to "create a place that belongs to us" for fans, enabling various interactive formats such as Q&A, dynamic updates, and performance announcements. He likened the entire development process to "completing a game level" and also to the repeated polishing of music.

Hu Yanbin stated that the app is currently just the beginning, and it will continue to be iterated and updated. He also welcomed user feedback.

MiniMax initiates A-share IPO preparation process

MiniMax announced on the Hong Kong Stock Exchange yesterday that its board of directors has resolved to explore a preliminary proposal to issue RMB shares and may consult and negotiate with professional advisors, securities and regulatory authorities. The company has engaged professional advisors to provide advice on meeting the listing requirements of the Science and Technology Innovation Board and has signed a tutoring agreement.

Seres and Chongqing State-owned Assets will launch a new car brand

According to LatePost Auto, the company formerly controlled by Seres Group, Landian Technology, has been renamed Saidou Technology. The largest shareholder has changed to Shaci Zhiyuan, which is controlled by the Chongqing Shapingba State-owned Assets Supervision and Administration Commission, holding 34.5% of the shares; Seres' shareholding ratio has dropped to 32.5%.

The report states that Saidou Technology will serve as the legal entity for Seres' new automotive brand, positioned as youthful and sporty. The new brand is scheduled for launch in June and will collaborate closely with ByteDance's Volcano Engine. A dedicated sales channel will be established for both domestic and overseas markets.

Earlier this week, investors in LanDian Technology signed a capital increase agreement of approximately 6.671 billion yuan, with new shareholders including CATL, Bojun Technology, and Xingyu Shares. Sources familiar with the matter said that LanDian Technology will focus on intelligent connected new energy passenger vehicles and integrate AI technology with the automotive industry.

The annual increase in electricity consumption for computing power may exceed 100 billion kilowatt-hours.

Data from the National Energy Administration shows that by 2025, my country had built 42 intelligent computing clusters with a capacity of 10,000 kilowatts each, and the total electricity consumption of computing centers nationwide reached 170 billion kilowatt-hours, accounting for 1.6% of the total electricity consumption of the whole society. The average annual growth rate of electricity consumption for computing power at the eight major hub nodes of the national integrated computing network was about 39.5% over the past three years, which is higher than the growth rate of electricity consumption of the whole society.

The National Energy Administration predicts that during the 15th Five-Year Plan period, the annual increase in electricity consumption for computing power nationwide will be more than 100 billion kilowatt-hours, reaching about 800 billion kilowatt-hours by 2030, accounting for about 6% of the total electricity consumption of the whole society.

The city-level data center electricity consumption patterns are already quite clear. From May 1st to 27th, Shenzhen's data center industry consumed 273 million kilowatt-hours of electricity, a year-on-year increase of 20.12%; Guangming District's data center electricity consumption increased by 85.31% year-on-year. In the first four months of this year, Guangdong's total electricity consumption reached 283.797 billion kilowatt-hours, a year-on-year increase of 8.77%, of which 307 data centers consumed 3.805 billion kilowatt-hours, a year-on-year increase of 18.48%.

my country launches satellite internet technology test satellite

According to CCTV News, early yesterday morning, my country successfully launched a satellite internet technology test satellite into its predetermined orbit using a Long March 2D carrier rocket from the Xichang Satellite Launch Center.

This satellite is primarily used for experimental verification of technologies such as direct satellite connection for mobile broadband and converged space-ground networks. This mission also marks the 646th flight of the Long March series carrier rockets.

New York Fed President: AI is changing jobs, but economists' jobs remain secure.

According to Bloomberg, at the economics conference in Reykjavik, Iceland, New York Federal Reserve President John Williams gave a clear response to concerns about the impact of AI on employment, becoming the most optimistic Fed official at the conference.

Williams drew laughter from the audience with the statement that "the demand for macroeconomists remains strong," before clarifying his core judgment: the productivity gains brought about by AI will not lead to long-term structural unemployment.

History tells us that productivity can continue to increase and living standards can continue to rise without causing structural unemployment. I don't believe we will face long-term structural unemployment.

He believes that AI can accelerate data processing and preliminary analysis, but economic judgments still require identifying causal relationships, understanding the institutional context, and placing model conclusions into the policy context.

He also pointed out that the main adjustment path for the labor market is retraining and skills upgrading, rather than large-scale layoffs. He specifically mentioned that current college graduates are generally integrating AI tools into their daily work, and this generation of workers is ahead of their predecessors in terms of adaptability.

Today, those who graduate and are hired are already using AI tools every day.

Nvidia's first self-developed chip for Windows PC to be unveiled this week

According to Axios, Nvidia is expected to officially launch its first Windows PCs featuring its chips as the main processor this week. The announcements will be made at the Computex trade show and the Microsoft Build developer conference in San Francisco.

According to sources who confirmed to Axios, the first batch of PCs using Nvidia chips will include Microsoft's own-brand Surface series, as well as products from third-party manufacturers including Dell. At the same time, Microsoft is also expected to unveil new software at the event to help users more easily run AI agents on their local Windows devices to complete tasks.

Nvidia recently posted on X to tease a "new era for PCs"; Microsoft Windows head Pavan Davuluri also posted on X to hint that "new content will be released to developers at next week's Build conference, but it is not a new version of the operating system."

Analyst Carolina Milanesi (Current Strategies) stated that Nvidia's entry into the PC market is beneficial to the industry as a whole and is also expected to benefit Qualcomm, which uses a similar chip architecture. Milanesi also pointed out that Nvidia's bigger opportunities lie in the data center, with the PC business serving more as a beneficial supplement.

Tesla introduces factory-installed manual sunshade for Model Y

Tesla China has launched a factory-installed manual retractable sunshade for the Model Y, priced at 1499 yuan, aiming to solve the long-standing problem of "sun exposure on the roof" that has been complained about by car owners. It will officially go on sale this Thursday.

This product uses the same fabric as the original car headliner, paired with metallic handles, maintaining consistency with the overall interior style. The sunshade consists of an integrated frame with a roller design, which the manufacturer claims results in extremely low noise and easy installation.

The accessory is secured to the sunroof seams via front and rear pins, supports push-pull operation, and features two-stage independent adjustment. It can be installed as a single unit with the rear seats folded down. Tesla states that the product has passed whole-vehicle airbag deployment tests and multiple road tests. Currently, this accessory is only compatible with Model Y vehicles manufactured in February 2025 and later.

Samsung Galaxy Watch9 may launch a Classic version.

Android Authority discovered suspected codenames for the next-generation Galaxy Watch in Wear OS update code, including Fresh 9, Wise 9, and Project V2. The report suggests these three codenames may correspond to Galaxy Watch9, Galaxy Watch9 Classic, and Galaxy Watch Ultra 2, respectively.

Samsung hasn't always released a Classic version of the Galaxy Watch. The Galaxy Watch5 and Watch7 didn't have a Classic version, while the Watch6 and Watch8 retained the Classic line. Current reports suggest that Samsung may break this tradition.

The code also revealed new settings related to "raise-to-talk". GSMArena suggests this could mean that the Galaxy Watch9, or more Wear OS watches, will gain the raise-to-talk feature previously exclusive to the Pixel Watch.

The new watch is expected to be released alongside the Galaxy Z Flip8 and Z Fold8 series, with the release date anticipated to be July 22.

Black Shark's first AI clip-on earphones are now on sale.

Black Shark's first AI smart earphone, the "Phoenix Ear Clip Pro," went on sale yesterday, with an official price of 369 yuan.

These clip-on earphones weigh 5g per earbud, feature a titanium alloy memory steel wire C-shaped bridge, and have passed 10,000 bending tests. They are equipped with Bluetooth 6.0, support the LHDC 5.0 protocol, use a 13mm titanium-plated composite diaphragm, and offer three sound effects: gaming, music, and cinema. They also support ENC call noise reduction.

AI features include simultaneous interpretation and conversation translation. Battery life is approximately 9 hours on a single charge, with a total battery life of approximately 30 hours with the charging case; it also supports IPX5 waterproofing and dual-device switching.

Pang Donglai Stops Selling Newly Packaged Mineral Water

Pang Donglai issued a statement in advance, acknowledging a major design flaw in the new packaging of its DL Natural Mineral Water. The company announced that sales of the product would cease after yesterday's sell-out and that a redesign would be completed within approximately three months, with plans to relaunch it in September.

According to the explanation disclosed, it was discovered before the launch of Pang Donglai's new packaged mineral water that its bottle shape and appearance might be visually similar to existing products of the same category on the market.

In its statement, Pang Donglai explained that the incident was a "major design error." Based on respect for and protection of original intellectual property rights, and to avoid impacting the other party's brand market, the group's product committee decided to discontinue the sale of this batch of products. The original packaging of DL Natural Mineral Water will continue to be sold normally.

Many regions have abolished fixed time-of-use electricity pricing and shifted to spot pricing.

According to a report by Beike Finance, Guizhou, Hubei, Shaanxi, and other regions have recently been adjusting their time-of-use electricity pricing mechanisms, with fixed peak and off-peak periods beginning to loosen. Han Fang, deputy director of the Planning and Development Department of the China Electricity Council, stated that this signifies a continued shift in the electricity pricing mechanism from "plan-driven" to "market-driven."

On May 16, Guizhou Province released a draft for public comment to add a midday "off-peak electricity" period outside of winter and expand the peak-valley price difference to 120%. Beike Finance noted that with the rapid growth of installed capacity of new energy sources such as wind power and photovoltaics, the traditional method of dividing peak and valley periods based on fixed load curves is no longer suitable for the new power system.

The report points out that spot price signals are more accurate and flexible compared to fixed-time-of-use pricing. Eliminating fixed-time-of-use pricing will facilitate price transmission between the wholesale and retail markets, guiding users to adjust their electricity consumption based on real-time price changes.

Han Fang also clarified that the current policy mainly targets industrial and commercial users who directly participate in market transactions, and does not involve residential, agricultural, or public utility users; the electricity price and time-of-use policy for residential households will remain unchanged.

Shenzhen has indicated that the ride-hailing market is generally saturated.

According to a report by CBN citing the Shenzhen Municipal Transportation Bureau's April report on the operation of the ride-hailing industry, the Shenzhen ride-hailing market is generally saturated, with an average of about 13.01 orders per vehicle per day.

Shenzhen's transportation authorities remind prospective practitioners to rationally assess returns and be particularly wary of six types of risks: platforms using "work/guaranteed minimum" models to collect payments on behalf of clients; disputes arising from unauthorized intermediaries; claims of "earning over 10,000 yuan per month" and subsequent vehicle return defaults; unlicensed operation scams; high-return traps in car rental contracts; and car rental companies defaulting on insurance payments, leading to insurance lapse.

This warning directly points to the oversupply problem on local services platforms. While the number of ride-hailing drivers continues to expand, the order density per vehicle has dropped to a level that makes it difficult to support high income expectations.

The sequel to "The Movie: Minecraft" is scheduled for release on July 23 next year.

According to blogger "Hollywood Watch," the sequel to *The Minecraft Movie* has been titled *A Minecraft Movie: Squared* and is scheduled for release in North America on July 23 next year. Jason Momoa, Jack Black, Danielle Brooks, Jennifer Coolidge, and director Jared Hess will all return, with Kirsten Dunst joining the cast.

The subtitle uses "squared" as its core concept, continuing the visual language of the original blocky world. The sequel's subtitle uses a specific color scheme, leading to speculation that this may hint at the Ender Dragon's involvement in the plot.

The first episode of the third season of "The Dragon Family" will go straight into naval battle.

According to Deadline, a new clip from the third season of Family of Dragons was shown at the ATX TV Festival. Creator Ryan Condal revealed that the first episode of the new season is expected to go straight into the Battle of the Gullets, and the production scale is the largest ever for the show.

Condal explained that the third season took 314 days to film, used over 25 tons of propane, and involved a large number of actors, physical sets, and naval battle scenes. The naval battle scenes in the first episode did not rely entirely on CGI; instead, real ship sets were built, and a combination of dry and wet pools was used for filming: ship movement was simulated by mechanical structures, while some actions requiring characters to fall into the water and interact with the water surface were performed in real pools.

He summarized the core conflict of this season as a Cold War-style standoff where both sides possess "nuclear weapons," and the number, ownership, and use of the dragons will be key to the war's progress.

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