AI / Large Models
Anthropic's ARR growth reaches 80 times, CEO says team faces huge computing power gap
Anthropic CEO Dario Amodei revealed that Claude has driven the company’s annual recurring revenue growth to 80 times (the team originally expected only 10 times), resulting in a severe shortage of computing power. On the same day, OpenAI announced a partnership with AMD, Broadcom, Intel, Microsoft, and NVIDIA to launch the Multi-Path Reliable Connection (MRC) open protocol, enhancing the speed of AI training clusters and reducing GPU wastage.
> Hot Comment: While shouting about the lack of computing power, both companies are racing to seize protocol standards. This is not a coincidence; it's the intensification of the computing power arms race.
Translation software DeepL plans to cut 25% of its workforce, CEO attributes to structural changes brought by AI
DeepL announced a 25% workforce reduction, which the CEO blamed on industry structural changes brought about by AI technology; specific layoff plans and timelines have not yet been disclosed.
SpaceX plans to invest $55 billion in Texas to build Terafab chip factory
SpaceX announced plans for a $55 billion Terafab chip manufacturing plant in Texas, aimed at supporting its satellite and aerospace business's chip self-sufficiency.
Unsloth teams up with NVIDIA to launch LLM training acceleration solution
Unsloth released LLM training acceleration technology in collaboration with NVIDIA, optimizing memory usage and computational efficiency, achieving several times the training speed; the open-source project has sparked heated discussions on Hacker News.
Hot Topics: Developers are concerned with whether the actual acceleration effect can be replicated in large-scale training and the level of support for mainstream cards like A100/H100.
Spotify AI DJ feature adds support for French, German, Italian, and Brazilian Portuguese
Spotify announced the expansion of its AI DJ feature's language support, adding French, German, Italian, and Brazilian Portuguese; the AI will recommend songs and provide voice introductions based on users' listening habits.
Crypto / Web3
OKX partners with Ondo Finance to launch 263 tokenized US stock assets
OKX announced a partnership with Ondo Finance to launch 263 tokenized US stock assets for users in eligible regions, covering companies like Apple, NVIDIA, and Tesla; users can directly trade on-chain within their existing crypto trading accounts without needing separate wallets or cross-chain operations. OKX also added perpetual contracts for Costco, Eli Lilly, Hims & Hers Health, and Benitec Biopharma stocks, with plans to subsequently launch Pre-IPO perpetual contracts for unlisted companies like OpenAI, Anthropic, and SpaceX.
> Hot Comment: Crypto exchanges are starting to sell US stocks, while traditional brokers are beginning to sell coins; the speed at which boundaries blur is faster than expected.
JP Morgan and MasterCard complete first cross-border US treasury transfer via XRP Ledger
JP Morgan and MasterCard completed the first cross-border transfer of US treasury bonds using the XRP Ledger, marking further attempts by traditional financial institutions in blockchain cross-border payments and asset settlement.
Wallet suspected to be linked to Matrixport deposits $17.4 million HYPE into Hyperliquid and begins to sell off
On-chain data shows that a wallet suspected to be associated with Matrixport deposited 403,000 HYPE (worth $17.4 million) into Hyperliquid four hours ago and has since sold 100,000 coins for 4.24 million USDC.
South Korean exchanges Upbit and Bithumb launch B3 and EDGEX respectively
Upbit added the B3 Korean won trading pair, while Bithumb added the EdgeX (EDGEX) Korean won trading pair; the market capitalization for the two projects is approximately $35.9 million and $472 million, respectively.
Chips / Hardware
The Growth Enterprise Market Index hits a new high in over 10 years, the A-share computing hardware sector explodes for two consecutive days
The GEM index rose over 1%, reaching a nearly 11-year high, with more than 100 stocks hitting the upper limit for two consecutive days across the market; the computing hardware sector made a strong comeback, and the Hang Seng Tech index surged 3%, with the offshore renminbi breaking through 6.8.
Technology Companies
Google launches Cloud Fraud Defense, reCAPTCHA evolves into a new generation
Google released Cloud Fraud Defense as the next generation of reCAPTCHA, integrating stronger fraud detection and defense capabilities, sparking over 360 comments on Hacker News regarding privacy and practical effectiveness.
Hot Topics: Developers question whether the new solution will further increase the burden of user verification and the integration costs for small websites.
Google Cloud Blog | Hacker News
Independent blogger claims RSS subscriptions generate more traffic than Google
An independent blogger revealed on their personal blog that traffic from RSS subscriptions has surpassed that from Google searches, sparking discussions on Hacker News about the renaissance of RSS and the decline of search engine traffic.
Google renames Fitbit app to "Google Health," launches Fitbit Air wearable device
Google announced rebranding its Fitbit app to "Google Health" and launched a new wearable device, Fitbit Air, focusing on AI health guidance and personalized fitness suggestions.
Ploopy launches portable ThinkPad TrackPoint mouse
Ploopy released a new open-source mouse, Bean, which incorporates the classic ThinkPad TrackPoint stick into a portable mouse, supporting QMK firmware customization.
Elon Musk's most loyal ally becomes his largest legal liability, Shivon Zilis testifies
Neuralink executive Shivon Zilis testified in the lawsuit between Musk and Altman, where she is reported to have transformed from Musk's most loyal ally into his largest legal liability.
US Stocks
AMD Q1 earnings exceed expectations, stock price surges 15%, CEO doubles long-term forecast
After AMD's Q1 earnings report, CEO Lisa Su doubled the long-term forecast, emphasizing skyrocketing CPU demand, resulting in a 15% one-day surge in stock price. Goldman Sachs subsequently upgraded AMD's rating from hold to buy.
S&P and Nasdaq hit new highs, Apple's stock price reaches all-time high
Amid rising expectations for US-Iran negotiations, US and European stock markets surged, with S&P and Nasdaq hitting new highs, while Apple's stock price reached an all-time high, and Chinese concept stocks outperformed the broader market, with oil prices plummeting and gold prices surging.
Wall Street News | Wall Street News
30-year US Treasury yield approaches 5% warning line, analysts question if the stock market rally can sustain
The 30-year US Treasury yield is once again approaching the 5% warning line, with analysts warning that the stock market frenzy might be difficult to maintain, pointing out that current stock market growth has exceeded that of the internet bubble peak in 1999.
Wall Street News | Wall Street News
Finance / Macroeconomics
Axios reports on sudden $1.7 billion short position in WTI crude oil futures just before the US-Iran memo deal
Axios reported that about an hour before the US-Iran "understanding memorandum" was close to being finalized, WTI crude oil futures saw over $1.7 billion in short positions emerge, leading to a sharp drop in oil prices and substantial profits for the shorts. Axios faces charges of collusion, being accused of providing information to shorts.
> Hot Comment: The news ran faster than the price, but this time the shorts ran faster than the news, leading the market to start doubting who was giving information to whom.
Trump says if Iran does not reach an agreement, he will "start bombing," Iran claims the US report is false
Trump stated that the US and Iran "are likely" to reach an agreement but warned that if negotiations fall apart, he would "bomb more forcefully." Iran's Foreign Ministry responded by stating that the US report is false and that they are still reviewing the US proposal.
Wall Street News | Wall Street News
Iran delineates two navigable channels in the Strait of Hormuz, oil prices plummet
Iran announced the establishment of two channels in the Strait of Hormuz for civilian shipping, resulting in Brent crude falling below $97 per barrel, and WTI crude dropping by 4%.
Saudi Arabia suspends US access to its bases and airspace, prompting Trump to reverse the Strait of Hormuz shipping plan
NBC reported that Saudi Arabia suspended US access to its bases and airspace, prompting Trump to reverse his earlier plan to open shipping in the Strait of Hormuz.
Shell's profits double due to rising oil prices from the Iran conflict
Shell's profits doubled in the first quarter due to rising oil prices driven by the Iran conflict, becoming an unexpected beneficiary of the geopolitical turmoil.
Financial Times | The Telegraph
New Products / New Trends
Valve open-sources CAD files for the original Steam Controller
Valve announced the open-sourcing of the CAD files for the original Steam Controller under a Creative Commons license, allowing the community to modify and manufacture freely, sparking over 1500 likes and more than 500 comments on Hacker News discussing it.
Hot Topics: Players are hopeful that the community will release improved versions, and some are discussing the impact of open-source hardware on the gaming peripheral market.
Neuralink is developing a surgical robot that can reach any area of the brain
Neuralink announced it is developing a surgical robot capable of reaching any area of the brain, to enhance precision and safety in its brain-machine interface implantation surgeries.
Chongqing releases new regulations for smart car highway testing, requiring 10,000 kilometers of cumulative safety testing for L4 level autonomous driving
Chongqing released new regulations for smart car highway testing, standardizing the testing of autonomous driving at levels above L3, where L4 autonomous driving must complete a cumulative safety testing mileage of 10,000 kilometers.
Today's Dark Line
From AMD's skyrocketing stock post-earnings to Anthropic's growth of 80 times, and onto OKX launching 263 tokenized US stocks, today’s narrative is actually a single thread: the boundaries of assets and computing power are being redefined. Chip manufacturers are doubling their forecasts due to AI demand, AI companies are desperately calling out for computing resources, and crypto exchanges are beginning to sell traditional stocks—this is not just a battle in isolation, but different facets of the same paradigm shift. As JPMorgan transfers US treasuries via XRP Ledger and SpaceX builds its chip factory, we see a more fundamental trend: those who control computing power and asset channels hold the pricing power of the next-generation infrastructure.
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