AI / Large Models

OpenAI's self-developed Jalapeño chip beats NVIDIA's GB300 in testing

OpenAI's self-developed chip surpassed NVIDIA's Blackwell series in internal benchmarks, directly aiming to reduce dependency on NVIDIA GPUs.

> Hot comment: Customers become competitors, NVIDIA just recovered from seven consecutive declines and now faces its own investors on the field.

Source: SemiAnalysis

Leak: OpenAI completes next-generation pre-training model Bel, with over 10T parameters

According to leaks, Bel is a giant model at the GPT-4.5 level, likely to become the foundation for Astra and GPT-6, while Anthropic finds it difficult to respond due to computing power limitations.

Source: X user @jukan05

Claude Code team responds to CLAUDE.md controversy: model series cannot be interchanged

The team insists on using CLAUDE.md because different models cannot be interchanged directly, causing the developer community to debate whether this is a product philosophy or a technical debt.

Hot debate: One faction believes this binds users, while another feels that acknowledging model differences is more honest than forcing compatibility.

Source: Zhihu

Bill Gates speaks out, expressing deep concerns about AI

Gates believes the risks of AI are underestimated, and the current development pace is surpassing risk management, marking a rare public shift from him.

Source: The Verge

Crypto / Web3

Bitcoin spot ETF sees seven consecutive days of net inflow, exceeding $550 million in a single day

Funds are reversing the outflow trend since 2026; analysts believe supply absorption is the key issue for Bitcoin to reclaim $80,000.

Source: Cointelegraph | WrappedBTC

Japan considers using blockchain to accelerate cash settlements for securities

If implemented, securities settlement time could be significantly shortened, marking a substantial approach by mainstream financial markets to blockchain infrastructure.

Source: Cointelegraph

Chips / Hardware

Apple M5 Ultra has up to 512GB unified memory, Mac mini uses 2nm for the first time

Mac mini and Mac Studio updates bring M5 Ultra unified memory up to 512GB, focusing on local AI computing capability.

Source: Wall Street Watch | Apple

NVIDIA discloses $21 billion stake in SpaceX

NVIDIA is making a big bet on space infrastructure beyond AI computing power, tightening its ties with Musk's space ventures.

Source: Ars Technica

Ukraine links NVIDIA Jetson Orin to deadly autonomous drone strikes

Jetson Orin, an edge AI chip, is said to be used in autonomous drones, highlighting the accelerating spread of AI hardware on the battlefield.

Source: AI Weekly

Tech Companies

SpaceX plans to build a $100 billion spaceport in Louisiana

The project is astonishing in scale and, if advanced, will significantly expand SpaceX's launch and Starship deployment capabilities.

Source: Decrypt

Waymo's lobbying spending doubles, escalating the autonomous taxi war

Waymo increases its lobbying efforts in Washington, competing with Uber in the robotaxi market from city streets to policy levels.

Source: Ars Technica

US Stock Market

US stock indices rise, NVIDIA ends seven-day decline with over 2% increase

Falling oil prices ease inflation worries, chip stocks rebound, with NVIDIA up 2.1%, AMD up nearly 5%, and SK Hynix and Micron both up over 2%.

> Hot comment: Geopolitical relief takes a breath; chip stocks rise first as respect.

Source: Wall Street Watch

MiniMax's revenue soars 283% year-on-year in the first half, with open platform as the largest revenue source

High revenue growth, but adjusted net loss widens by 111.2%; high investment for scaling in the AI application layer still burns fiercely.

Source: Wall Street Watch

Finance / Macro

US-Iran diplomatic thaw significantly plummets oil prices, WTI down over 5%, Brent down 6%

Trump states that mines in the Strait of Hormuz have been cleared, but Iran says the strait won't open immediately, negotiations for a new shipping route will be held within 60 days; the energy market remains tight in the short term.

Source: Wall Street Watch

US escalates economic war against Iran, re-pricing energy and shipping costs

The Washington Post reports that the US is cutting off “every economic lifeline” to Iran, and concerns over Middle Eastern energy routes have not dissipated.

Source: Washington Post

New Products / New Trends

FDA approves first wearable device to continuously monitor both ketone levels and blood sugar

Adding ketone monitoring to continuous blood sugar monitoring is a functional upgrade for ketogenic diets, diabetes management, and metabolic health populations.

Source: FDA

CEO fires developers to make room for AI, developers retaliate by creating open-source AI CEO

The fired developers created an open-source AI CEO to counter the company decision of “AI replacing humans.”

> Hot comment: You fire me, I create an AI to be your boss; this cycle is very cyber.

Source: Reddit

MiniCPM series open-source model from Wall Faced Intelligence surpasses 50 million global downloads

The ecosystem of small open-source models continues to expand, and Chinese teams are taking up more and more space in the global open-source AI stack.

Source: IT Home

Today’s Underline

What seems unrelated is actually saying the same thing: The AI computing power race is reshaping hardware, space, and open-source ecosystems. OpenAI is reducing dependency on NVIDIA with its self-developed chips, NVIDIA is investing in SpaceX, and Apple is seizing local AI entry with its 2nm Mac mini. On the other hand, falling oil prices temporarily ease inflation, but the Fed's hawkish stance and tariff responses still weigh on risk assets; the inflow of Bitcoin ETFs seems more like a test than a full turn.