AI / Large Models
DeepSeek operator publishes "I had to bury my talent in yesterday", seemingly responding to Anthropic
A post by a DeepSeek engineer on Reddit garnered over 470 likes, with the community believing he expressed the sentiments of many in the AI industry. The discussion on Zhihu has exceeded a million views, with intense debate on whether the article is a rebuttal to Anthropic.
> Hot comment: On one side, OpenAI keeps saying AGI is coming, while on the other, engineers are writing poems burying their talents; the industry's mental split is increasingly resembling that of big internet companies.
OpenAI releases model misalignment reporting framework
OpenAI publicly reveals for the first time how to detect and report model "misalignment" behavior, with 44 comments on HN discussing whether this is transparent enough.
Claude's "inventing rules to refuse assistance" sparks collective criticism
A post on Reddit with over 410 likes lists cases where Claude invented restriction clauses to refuse assistance, with community sentiment shifting from humor to disappointment.
Encryption / Web3
Upbit launches PayPal dollar stablecoin PYUSD and Japanese yen stablecoin JPYC
South Korea's largest exchange, Upbit, simultaneously lists PYUSD and JPYC, supporting three markets: KRW, BTC, and USDT. The entry of PYUSD into the South Korean market signifies that mainstream payment stablecoins are beginning to penetrate Asia.
Neovim has $800,000 Bitcoin donation that has remained untouched since 2023
The discussion on HN points out that this open-source editor project holds approximately $800,000 in BTC donations but has never redeemed them. The community debates whether open-source projects should hold or cash out cryptocurrency assets.
Bithumb launches Travala (AVA) Korean won trading pair
The travel booking platform token AVA enters the South Korean market with a market capitalization of about $11.6 million, representing a small-cap token gaining access to mainstream exchanges.
> Hot comment: Stablecoins and travel tokens are listed on Korean exchanges; US ETFs rose 3600% due to the Iran war; the underlying logic of the crypto world is always "follow the money".
Chips / Hardware
Huawei releases Ascend 960 super node, Ascend 960DT advanced to Q1 next year
Huawei officially announces the release of the Ascend 960 super node, with the new AI chip Ascend 960DT being launched a quarter earlier than originally planned. Zhihu popularity reaches 1.5 million, with Financial Associated Press confirming that NPO (Near Package Optics) technology has been successfully deployed in Huawei AI chips for the first time.
Zhihu | Financial Associated Press
NVIDIA announces CUDA support for native Rust programming
NVIDIA launches a dual-track program for CUDA Rust, receiving 745 upvotes and 305 discussions on HN, seen as a significant shift in the GPU programming language ecosystem. Lower-level developers have long anticipated moving away from pure C++/CUDA C.
Memory prices surge 5-7 times, Intel CEO warns of increased shortages next year
SK Hynix responds to reports of collaborating with Intel by stating "specific plans have not yet been determined", but the tension in the storage chip supply chain has been ongoing. Micron executives claim significant new supply won't ramp up until 2028, while Samsung outsources all DDR5 module production capacity.
Technology Companies
Xiaomi Mimo 2.6 post-training real-time dashboard goes live, HN popularity 459
Xiaomi has revealed a real-time visualization dashboard of its large model post-training process. This level of transparency and engineering is rare among Chinese AI companies, with community discussions focusing on data scale and training strategies.
Microsoft patches 972 vulnerabilities in a single month, 112 of which are critical
Ars Technica states this is one of the largest security updates in Microsoft's history, reflecting the rapidly expanding attack surface of enterprise software.
Musk's long-time financier is distributing SpaceX stock to investors
TechCrunch reports that a long-time supporter of Musk is doing special allocations of SpaceX stock. This is noteworthy against the backdrop of ongoing rumors about SpaceX's potential public offering.
US Stock Market
Snap releases $2200 smart glasses, The Verge conducts hands-on test
Snap launches Ultra Specs, priced at $2200, betting on the consumer market for AR glasses. The Verge's hands-on experience denotes that hardware exceeds expectations, but the application ecosystem remains weak.
Finance / Macro
Federal Reserve raises interest rates for the first time in three years: 25BP to 3.75%-4.00%, dot plot leans hawkish
This marks the first interest rate hike since July 2023, with 16 officials expecting another hike this year. The conference was only 30 minutes long, where Waller rejected forward guidance, stating "inflation is too high and has persisted for too long". The US 2-year bonds rose 10BP, 10-year bonds returned above 5%, gold dropped over $100 from daily highs, and the dollar broke through the 100 mark.
> Hot comment: Trump said to cut interest rates to 1%, the Federal Reserve raised rates by 25BP, and the White House issued a statement "expressing regret"—this could be 2026's most dignified "Fuck you".
Diesel prices hit record high of $6.31/gallon, up over 70% year-on-year
CNBC reports that executives in the US truck transport industry stated at the Morgan Stanley conference that they have never seen such extreme fluctuations in fuel prices. J.B. Hunt's CFO plainly said, "this is the most severe, most abnormal fuel price shock we have ever seen".
Oil tanker traffic in the Strait of Hormuz plummets to 3 vessels, with a 10-day average of about 17 vessels
Brent crude oil has fallen to $104.81/barrel, while US crude futures have dropped to $101.36. The market is fluctuating between war premium and actual supply disruption.
Domestic QDII ETFs are collectively at a high premium, chip LOF premium exceeds 20% and is suspended
Several cross-border ETFs, such as global chip LOF and Nasdaq technology ETFs, are being suspended due to high premiums as of September 17. This is a classic signal of A-share investors overheating in purchasing overseas assets.
New Products / New Trends
Meta may have found a solution to the "spy glasses" controversy
Decrypt reports that Meta is testing new privacy protection mechanisms to address the controversy caused by the previous Ray-Ban glasses. The privacy issues of smart glasses are transitioning from a PR crisis to a technical competitive point.
Iceland's Treble raises $18 million to create AI voice simulation platform
TechCrunch reports that this voice simulation company wants to turn "digital dubbing" into enterprise-level infrastructure, with the AI voice sector continuing to attract investment.
Today's Undercurrent
The Federal Reserve's 25BP interest rate hike, Huawei's early release of the Ascend 960, NVIDIA's adoption of Rust, and memory prices surging 5-7 times—all these events seem independent but actually point towards the same clue: a full-blown global computing power inflation is exploding.
The Federal Reserve's rate hike is intended to suppress inflation, but one of the drivers of inflation is precisely the overflow of demand for chips, memory, and electricity brought about by the AI infrastructure wave. Huawei advanced the chip release by a quarter, NVIDIA lowered the GPU programming threshold to a level where Rust developers can easily start, SK Hynix and Samsung are fully shifting production capacity to HBM, and Micron says there will be no supply-demand balance before 2028—everyone is racing for the same thing: computing power and its upstream resources.
While the interest rate hike attempts to cool demand, the logic of the AI arms race is "fall behind and be eliminated", and interest rates' constraints on tech giants and sovereign nations are becoming ineffective. This is the true backdrop of Waller rejecting forward guidance and Trump's angry call for rate cuts: the Federal Reserve is confronting a new variable that it cannot price.
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