AI / Large Models
Anthropic's new round of financing may reach a valuation of $900 billion, planning to raise $50 billion
Pre-money valuation is about $90 billion, making it the second largest AI unicorn globally after OpenAI.
Anthropic releases research on natural language autoencoders, converting Claude's "thoughts" into text
Using autoencoder technology to map internal representations of the model into readable text, opening new directions for open interpretability research.
Google releases AlphaEvolve, a Gemini-powered programming agent that can expand influence across domains
From biomedicine to materials science, automated programming agents are beginning to enter practical applications in laboratories.
> Hot commentary: Anthropic's financing valuation approaches $100 billion, Claude shifts from "safety-oriented" to "profit-oriented," competitors of OpenAI finally have real financial backing.
DeepSeek 4 Flash local inference engine supports Metal, developer antirez open-sources implementation
Metal acceleration allows Mac users to run DeepSeek 4 locally, further perfecting the local inference toolchain.
Mozilla collaborates with Claude Mythos Preview to enhance Firefox security
AI models begin to directly participate in browser security enhancements, a new cooperative paradigm for technology and security research.
Cryptocurrency / Web3
Zcash surges 70% in a week, privacy coins gain renewed attention
The narrative around privacy heats up, and the changing regulatory environment may open new windows for privacy coins.
Strait of Hormuz tensions escalate again, US-Iran clashes push oil prices into a V-shaped rebound
Three US destroyers crossing the strait faced an Iranian attack, following which Trump claimed "we destroyed them," causing increased volatility in oil prices and risk assets.
China's central bank increases gold holdings for the 18th consecutive month
Risk aversion and de-dollarization continue, with monthly increments in central bank gold reserves hitting a 14-month high.
Chips / Hardware
SK Hynix grants millions in bonuses per employee due to AI boom, Samsung employees plan to strike
Surging demand for memory chips allows SK Hynix employees to receive substantial bonuses, while Samsung faces pressure from potential strikes due to wage disparities.
Hot discussion: The wealth gap within the semiconductor industry is further exacerbated by AI.
TSMC's April revenue reaches 410.73 billion New Taiwan Dollars, a year-on-year increase of 17.5%
The demand for AI chips continues to drive TSMC's performance growth.
NVIDIA's "favorite" CoreWeave faces critical earnings report tonight, stock price has soared 245%
The market begins to worry about three major risks: overvaluation, intensified competition, and customer concentration.
Tech Companies
Cloudflare announces layoffs of about 20%, over 1100 people
The cloud service giant significantly reduces size amid economic uncertainty, with layoffs being rare in recent years.
Hot discussion: The wave of layoffs in tech companies is still not over, even in high-growth sectors.
> Hot commentary: Cloudflare cut one-fifth of its workforce, making the slogan "We protect the Internet" seem a bit ironic — unable to protect its own employees' livelihoods.
Sony's PS5 sales plummet, memory crisis and price hikes are the main reasons
The skyrocketing cost of storage chips forces Sony to raise prices, resulting in a drop in sales.
Apple's camera-equipped AirPods approach mass production, paving the way for AI features
The camera AirPods may be used for spatial computing and AI-assisted scene recognition.
US Stocks
Kodiak AI raises $100 million at a steep discount, stock price drops 37% in one day
Valuation discount financing triggers market panic, and the valuation bubble of the autonomous trucking company starts to burst.
Doubts over US-Iran talks suppress risk sentiment, US stock indexes decline
Repeated tensions in the Strait of Hormuz keep market sentiment cautious, with offshore yuan hitting a four-year high during trading.
New Products / New Trends
The world's first dual-core neutral atom quantum computer "Han Yuan No. 2" released, with a total power consumption of less than 7 kilowatts
China's quantum computing achieves new progress on the neutral atom route, with power consumption just a fraction of that of the superconducting route.
Russia launches Starlink competitor Rassvet satellite network
Geopolitical factors push for independent satellite internet construction, intensifying competition in space infrastructure.
> Hot commentary: The quantum computer's power consumption of 7 kilowatts is roughly equivalent to three home air conditioners — finally making it suitable for laboratories rather than power plants.
Today's Undercurrent
AI valuations soar, tech companies lay off employees, and geopolitical conflicts escalate — today's news appears to be three parallel lines but all point to the same anxiety: where is the end of growth? Anthropic's $5 billion financing bets on the future of AGI, Cloudflare lays off one-fifth of its employees to maintain cash flow, and the gunfire in the Strait of Hormuz reminds everyone just how fragile global supply chains are. Money is concentrating on the most certain future while withdrawing from the most uncertain present.
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