AI / Large Models
80B model runs on Mac with 4.3GB, iPhone runs 35B
The open-source project Swiftlet achieves extreme quantization compression, enabling consumer devices to run large models. The HN community is debating the feasibility and trade-offs of accuracy loss.
AMD offers GPU procurement commitments to customers like Meta and OpenAI through warrants
SemiAnalysis reports that AMD is using warrants as incentives to secure long-term GPU orders from major clients, with actual procurement costs possibly approaching zero. This is a new tactic in the chip arms race.
> Hot take: Selling GPUs and starting to play options, AMD is acting like a venture capitalist. Meta and OpenAI are profiting immensely, shareholders may be angry.
DeepSeek absorbs 80 trillion tokens in a single day
OpenCode reported a surge in DeepSeek's inference, trending hot on Zhihu with 4.64 million heat. The community discusses this reflects an explosion of large model applications domestically.
Cloudflare publishes: How to run Kimi and GLM at scale
Cloudflare shares optimization experiences, emphasizing smaller, faster, and safer model deployment strategies.
Apple sues OpenAI for stealing hardware secrets, OpenAI responds by revealing Apple continues to employ the departed engineer
The Silicon Valley drama escalates, with Reddit buzzing about both parties' cleanliness.
Cryptocurrency / Web3
South Korean exchange Upbit lists HOME, Bithumb lists META2 and USDG
HOME is a cross-chain DeFi platform token; META2 is a DAO governed by a prediction market on Solana; USDG is a dollar stablecoin issued by Paxos. The South Korean market continues to favor newly structured tokens.
Binance delists ACX, HFT, PIVX, PYR, VANRY, VIC on August 17
The long-standing project PYR (Vulcan Forged) officially tweeted "Fud me harder," and the community discusses whether this wave of delistings indicates a new cleansing round.
Bitmine increases holdings of $19.6 million in ETH, repurchases 4.5 million shares
The mining company continues its strategy of hoarding coins, betting on the long-term value of Ethereum.
Chips / Hardware
TrendForce: DRAM shortage will last until 2027, NVIDIA considers downgrading Rubin Ultra memory configuration
The original plan was to use 12-layer HBM4e, but NVIDIA is currently evaluating multiple alternatives including 8-layer HBM4e and 12-layer HBM, with final specifications yet to be determined. The reason is the uncertainty in mass production progress of HBM4e, alongside tight overall DRAM capacity projected for 2027. Some cloud service providers are also considering lowering the memory configuration of self-developed ASICs.
Hot discussion: Major AI companies face the tough choice of "memory configuration downgrade vs. shipment volume," with HBM suppliers' pricing power set to persist throughout 2027.
> Hot take: With insufficient memory available, what can we say about AGI? The AI arms race is fattening up the memory manufacturers first.
SK Hynix and SanDisk release the first standard specification for HBF; South Korea's single-layer NAND price surged 35% month-on-month in July setting a new historical high
The three major storage manufacturers have completed the production capacity allocation for 2027, with DRAM and HBM capacities selling out. Fixed trading prices for PC DRAM in the third quarter are expected to rise by 15-20%.
Nikkei: HP, ASUS, Acer begin using Changxin memory (CXMT) chips to combat memory shortages
Domestic memory chips are entering the international PC brand supply chain on a large scale for the first time, forcing industry chain restructuring due to memory scarcity.
Memory shortage makes MacBook Air hard to find
The consumer-level market is also beginning to feel the squeeze of the AI arms race on storage capacity.
Technology Companies
Amazon's market value exceeds $3 trillion for the first time, AWS head states "the demand for long-term five-year contracts far exceeds supply"
Cloud computing demand remains strong, with AWS becoming Amazon's valuation engine.
Google promises $40 million in funding for the Genesis Mission scientific exploration program
DeepMind announces acceleration of cutting-edge research in scientific discovery.
Fitbit data can now be directly synced to Apple Health
Google and Apple have reached a cooperation on health data interoperability, allowing smoother data flow for users.
Reddit CEO questions the value of Google AI Overviews, Reddit's stock price falls
Reddit expresses doubt about the traffic conversion effectiveness of AI search summaries, stating "we are still looking for a win-win solution."
US Stocks
Palantir surges! US commercial revenue exceeds expectations, soaring 149%, raises full-year revenue guidance
With government and commercial dual drivers, Palantir's earnings report exceeds expectations, and its AI platform strategy proves effective.
Finance / Macro
Saudi Aramco CEO: The Iran war has caused a global oil supply loss of 2.6 billion barrels, trade flow through the Strait of Hormuz has dropped to one-tenth of pre-war levels
CEO Nasser stated that during the strait's closure, more than 10 million barrels of oil were lost weekly, with Asian crude imports decreasing by approximately 6 million barrels per day during the peak of the crisis. Saudi Aramco's second-quarter profits surged 33% due to high oil prices.
Iranian General: We will never allow the opening of a second passage in the Strait of Hormuz; if any warships or military forces enter, we will strike directly
Geopolitical tensions continue to escalate, increasing volatility in energy markets.
Russia attacks Mykolaiv port in Ukraine and 7 cargo ships in the Black Sea
Ukrainian shipping logistics are affected, causing another disruption in the global food supply chain.
New Products / New Trends
The Ministry of Industry and Information Technology releases "Safety Requirements for Autonomous Driving Systems in Smart Connected Vehicles," clarifying the unified safety access baseline for autonomous driving products
The domestic autonomous driving regulatory framework is further improved.
Passenger Car Association: In July, wholesale sales of new energy passenger vehicles reached 1.47 million, a year-on-year increase of 23%, setting a new high for the year, as Tesla China with 93,579 units fell short of Leapmotor
Domestic new energy brands are accelerating their catch-up efforts, with Leapmotor exceeding Tesla China for the first time in a single month.
Today's Underlining
AMD offers GPU orders in exchange for warrants, NVIDIA is forced to downgrade due to memory shortages, and the memory scarcity allows domestic Changxin chips to enter the international PC brands for the first time—the bottleneck of the AI arms race has shifted from computing power to storage. Meanwhile, the Hormuz Strait crisis is causing a weekly loss of 10 million barrels of oil globally, tightening the supply chains of energy and computing power simultaneously, with the narratives of technology and macroeconomics in the second half of 2026 being redefined by the word "shortage."
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