AI / Large Models
DeepSeek's first round financing values near $45 billion
This valuation makes it one of the highest valued AI startups in China, signifying that domestic large models are beginning to gain recognition from top-tier capital.
NVIDIA's AI equity investment exceeds $40 billion this year
As an AI infrastructure provider, NVIDIA is deeply binding downstream ecosystems through equity investments, transitioning from selling shovels to holding stock in gold miners.
> Hot Comment: NVIDIA has turned "arms dealer" into "king of venture capital," investing more than it spends on chips.
Gemini API file search feature supports multimodal
Google integrates multimodal capabilities into RAG workflows, allowing developers to search directly using images and videos, no longer limited to text.
Anthropic leases SpaceX-associated Colossus supercomputer
This supercomputer is equipped with 220,000 NVIDIA GPUs, allowing Anthropic to compensate for its computational shortcomings and compete directly with OpenAI and Google.
OpenAI lawsuit reveals internal conflicts behind its $852 billion valuation
The court hearing reveals disagreements between the early founding team and Musk, while decisions on commercialization paths remain a focal point of controversy in the AI industry.
Crypto wallets are reconstructing architecture for AI agents
Trust Wallet and Mesh revealed at Consensus Miami that the next generation of wallets will natively support AI agents for autonomous trading and asset management.
Crypto / Web3
Trump Media Company reports a Q1 loss of $406 million, crypto bets turn sour
Trump Media previously made headlines entering the crypto business, but this season's financial report shows a significant reduction in related investments.
Virtuals protocol announces more AI agents, robots, and business applications launching
This protocol continues to expand the AI agent ecosystem on the Base chain, covering reasoning, payments, security, and more.
Technology Companies
Tencent increases stake in Game Science, developer of "Black Myth: Wukong," to 24%
Tencent becomes the sole external shareholder, raising concerns about whether its involvement will affect Game Science's creative freedom.
Hot Debate: The player community is divided; some believe it facilitates global distribution, while others worry about "Tencent-ization."
Huawei's Pura X Max sales surpass all foldable screens, activating over 200,000 units in 10 days
Domestic foldable screens are continuing to break through in the high-end market, as Huawei regains some users lost to Apple.
Musk enters AI programming: SpaceXAI desktop application Grok Build revealed
After Cursor and Claude Code, another tech giant bets on AI programming tools.
Despite layoffs of a thousand employees, Epic emphasizes that AI will not replace game practitioners
The trend towards AI tools in the gaming industry is obvious, but core creative positions are not at risk of being replaced.
Chips / Hardware
Apple pays a hefty premium to secure A18 Pro chip supply
In the context of tight TSMC production capacity, Apple spares no expense to lock in high-end processes, with cost pressures likely passing through to iPhone prices.
The State Council proposes strengthening computing power networks and planning for new infrastructure
The synergy of computing power and green energy accelerates, with national levels incorporating computing power networks into strategic infrastructures.
US Stocks / Finance
US earnings season performs far beyond expectations
The recently concluded earnings season shows that US stocks are "remarkably strong," with tech earnings resilience exceeding analysts' expectations.
Intel welcomed Apple's order for contract chip manufacturing
Apple placed its first order for contract chip manufacturing with Intel, marking a shift towards diversified suppliers in the supply chain.
> Hot Comment: Intel has waited so many years and finally received a "charity order" from Apple.
Iran warns: Countries following US sanctions will face difficulties in the Strait of Hormuz
Global energy supply tightens, with a loss of 1 billion barrels of oil supply due to blockades over the past two months.
Hot Debate: Shipping insurance costs soar, and many countries begin to consider emergency plans for energy reserves.
CNN | Iran Tasnim News Agency Report
The UK dispatches warships to participate in escort operations in the Strait of Hormuz
Germany simultaneously advances the procurement of Tomahawk missile plans, as European military involvement in the Middle East escalates.
Today's Dark Line
NVIDIA is both selling shovels and acting as a venture capital in the AI field, Anthropic leases a supercomputer with 220,000 GPUs, and DeepSeek reaches a valuation of $45 billion—these three events form a complete chain in the AI infrastructure arms race: capital flows into top-tier model companies, model companies frantically grab computing power, while power suppliers in turn bind customers through investments. Meanwhile, crypto wallets are beginning to reconstruct for AI agents, and Musk launches AI programming tools, as AI transitions from the "training models" stage into a new era of "letting AI work on its own."
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