Artificial Intelligence
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Bank of America Survey: AI Bull Market Expected to Continue, Driven by Persistent FOMO
Svmuu News: According to a survey by Bank of America, the rally in AI stocks appears set to continue. Most investors believe that FOMO is still driving this trading theme. In the bank’s monthly survey
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DeepSeek has raised over $7 billion in funding, with a valuation exceeding $50 billion
Svmuu News: According to The Information, DeepSeek has secured a record-breaking funding round of over $7 billion, valuing the company at more than $50 billion. (Jin Shi)
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G7 Plans to Discuss AI and Financial Risks and Strengthen Regulatory Coordination
Svmuu News: A draft statement indicates that G7 leaders will “further discuss the new opportunities and potential risks posed by artificial intelligence, particularly in the financial sector.” While t
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Tencent has invested in a new AI lab founded by the former head of Alibaba's Tongyi Qianwen, raising hundreds of millions of dollars in its first round of funding.
Svmuu News: A new AI lab founded by Lin Junyang, former head of Alibaba’s Tongyi Qianwen, has completed its first round of funding. The round raised hundreds of millions of dollars, with a post-invest
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Controversy Over Anthropic Ban Escalates: Executives from NVIDIA, and Other Tech Giants Call for Relaxation of Model Restrictions
Svmuu News: Cybersecurity executives from major U.S. companies, including NVIDIA and Adobe, have asked the Donald Trump government to lift restrictions on Anthropic’s most powerful AI models, arguing
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Tether Its subsidiary QVAC has released SDK version 0.13.0, enhancing local AI development capabilities
Svmuu News: QVAC, a subsidiary of Tether, has officially released SDK version 0.13.0, comprehensively upgrading its local AI development and integration capabilities. The new version supports the inte
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The global AI "dark horse" story takes a sudden turn: accused of being a shell company for Alibaba's Qianwen
Svmuu News: The "official" open-source model Rio-3.5-Open-397B, launched by IplanRIO—an IT company under the Rio de Janeiro municipal government—has gone viral worldwide and is hailed as a rising forc
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Microsoft CEO: In the future, every company must build both human capital and token capital
Svmuu News: Satya Nadella, Chairman and CEO of Microsoft, posted a lengthy article on X titled “A frontier without an ecosystem is not stable.” In the post, Nadella stated that in the future, every co
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Hong Kong-listed Zhipu (02513.HK) rose by more than 45% at one point during the trading session; the gain has since narrowed to 29%.
Svmuu News: According to data from MSX.COM, shares of Hong Kong-listed Zhipu (02513.HK) rose by more than 45% at one point during intraday trading, though the gain has since narrowed to 29%. In relate
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Paul Chan: Hong Kong to Launch Public Consultation on Its First Five-Year Plan Next Week, Focusing on the Two Strategic Directions of "AI+" and "Finance+"
Svmuu News: Paul Chan, Financial Secretary of the Hong Kong Special Administrative Region Government, announced in a blog post that the SAR Government will launch a two-month public consultation on Ho
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Nansen CEO: Low-cost models are eroding the competitive edge of cutting-edge AI, impacting the business models of Anthropic and OpenAI
Svmuu News: Nansen CEO Alex Svanevik stated that open-weights models may pose greater competitive pressure on Anthropic and OpenAI in the future, as not all tasks require “150 IQ-level” state-of-the-a
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a16z co-founder's lengthy response to US AI regulation: The dual extreme narratives between "maximum innovation freedom" and "maximum regulatory order"
Svmuu reported that a16z co-founder Marc Andreessen published a highly satirical long-form post on platform X, centered around the topic of "AI regulation." Through two extreme narratives, he presente
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Anthropic: Suspends All Access to Fable 5 and Mythos 5 Due to U.S. Government National Security Directive
Svmuu reported that the U.S. government has issued an export control directive citing national security authority, requiring the suspension of all access for foreign nationals to Fable 5 and Mythos 5,
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Sharon AI and NVIDIA Reach 6-Year AI Computing Partnership, to Deploy 72MW Data Center with 40,000 GB300 GPUs
Svmuu reported that Sharon AI Holdings, a Nasdaq-listed company, announced a six-year strategic computing cooperation agreement with NVIDIA to jointly expand AI infrastructure capabilities in Australi
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Spanish banking giant BBVA partners with OpenAI to leverage ChatGPT Enterprise in driving bank AI transformation
Svmuu reported that Spanish banking giant BBVA has announced a strategic partnership with OpenAI to fully integrate artificial intelligence into customer service, business operations, software develop
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OpenAI to Strengthen AI-Generated Content Traceability and Verification System, Supporting EU AI Transparency Guidelines
Svmuu OpenAI has announced its support for the "Code of Practice on Transparency of AI-Generated Content" published by the European Commission, aiming to promote the construction of a trustworthy AI e
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0G Lab, in collaboration with teams from the New National University, Peking University, and Beijing University of Posts and Telecommunications, has developed Agora, a consensus protocol debug agent framework.
Svmuu News: 0G Labs, in collaboration with research teams from the National University of Singapore, Peking University, and Beijing University of Posts and Telecommunications, has proposed the first a
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SEMI: Global Semiconductor Equipment Sales Hit Record $36.5 Billion in Q1, Up 14% Year-over-Year
Svmuu reports that on the 11th, the International Semiconductor Equipment and Materials International (SEMI) released its latest "Global Semiconductor Equipment Market Statistics Report." The data sho
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Anthropic CEO: Governments Should Have the Power to Block New Model Deployment
Svmuureports that Anthropic CEO Dario Amodei has stated that if new AI models pose specific risks, governments should have the authority to prevent their deployment. In a lengthy post on Wednesday, Am
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Trump says he will hold a meeting with 12 AI company executives as US stock declines widen
Svmuu reported that US stock declines have widened again, with the Nasdaq falling nearly 1.5%, the Dow down 1.2%, and the S&P 500 down 0.94%. Trump previously stated that he would resume strikes again
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OpenAI is preparing a new AI model and is expected to go public within a year
Svmuu reported that OpenAI founder Sam Altman revealed that the company is developing a new generation of AI models and is expected to complete its initial public offering (IPO) within the next year.
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Tether Leads NEURA Robotics in Up to $1.4 Billion Series C Funding Round to Build the "Robot Economy" and Autonomous AI Infrastructure
SvmuuNews: Tether Investments, a subsidiary of Tether, announced that it is leading the Series C funding round for humanoid robotics company NEURA Robotics. The total size of this funding round could
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Mastercard Launches AI Payment Protocol "Agent Pay for AI," Enabling Direct Payments Between AI Agents
Svmuu News Mastercard has announced the launch of a new payment protocol called Agent Pay for AI, designed to enable artificial intelligence agents to conveniently make micropayments to each other, su
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Anthropic Launches Fable 5 Model, Blocks Cybersecurity-Related Capabilities
Svmuureports that Anthropic has released the Mythos version of Fable 5, which lacks the ability to execute cybersecurity tasks. The model is equipped with safety guardrails to prevent it from respondi
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Google The stock price fell more than 5% after another star AI talent left to join a competitor.
Svmuu News: Google (GOOG.O) shares fell on Monday after yet another prominent AI leader left the company to join a competitor. Google DeepMind Vice President John Jumper announced over the weekend tha
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Micron Tech (MU.O) shares rose more than 6% in premarket trading, breaking through the $1,200 mark
Svmuu News: According to data from MSX.COM, Micron. (MU.O) shares rose more than 6% in premarket trading, breaking through the $1,200 mark; the company and Anthropic announced a strategic agreement to
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Hong Kong AI-related stocks rose, with Zhipu surging more than 30%
Svmuu News: According to Gate data, some Hong Kong-listed AI-related stocks rose, with Zhipu (02513.HK) up more than 30%, Yangtze Optical Fibre and Cable (06869.HK) up more than 20%, MINIMAX-W (00100.
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CITIC Securities: Domestic Models Are Undergoing Rapid Iteration, and the Computing Power Sector Remains Robust
Svmuu News: CITIC Securities believes that as domestic models continue to evolve, GLM-5.2 and Kimi K2.7—with enhanced 1M context, long-range agents, agentic coding, and real-world engineering capabili
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The AI investment boom is spreading to upstream sectors, with the stock prices of seven U.S. semiconductor equipment companies doubling so far this year
Svmuu News: Since the beginning of the year, AI hardware sectors such as semiconductors and optical communications have risen in the U.S. stock market, with the upstream semiconductor equipment sector
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Donald Trump: No Longer Considers Anthropic a National Security Threat
Svmuu News: U.S. President Donald Trump stated that, following a meeting with Anthropic CEO Dario Amodei during the G7 summit, he no longer considers Anthropic a national security threat. Previously,
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OpenAI Releases LifeSciBench: A Benchmark for Measuring AI Systems' Capabilities in Real-World Research Scenarios
Svmuu News: OpenAI has released a new evaluation benchmark, LifeSciBench, designed to measure the capabilities of AI systems in real-world scientific research scenarios. According to reports, LifeSciB
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Blockchain Digital Infrastructure Raises an Additional $8.25 Million Through a Public Offering of Common Stock
Svmuu News: Blockchain Digital Infrastructure, a U.S.-listed digital infrastructure developer and operator, announced that it has raised an additional $8.25 million through a public offering of common
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Claude Encountered a System Usage Limit Bug; Officials Respond That Affected Users Will Be Compensated
Svmuu News: Anthropic’s Claude team has officially announced that earlier today, approximately 3% of Claude Code Max and Pro users encountered a system bug that caused the interface to display incorre
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The probability on Polymarket that “Claude Fable 5 will resume service for U.S. customers by July 1” has risen to 73%, up 33% over the past 24 hours.
According to monitoring by the Svmuu Seer channel, the probability on Polymarket that “Claude Fable 5 will resume service for U.S. customers by July 1” has risen to 73%, up 33% over the past 24 hours.
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Tang Jie, Founder of Zhipu: After the Open-Source Release of GLM-5.2, the Performance Gap with OpenAI and Anthropic Will Gradually Narrow
Svmuu News: Tang Jie, founder of Zhipu AI, posted on X stating that, Since its official open-source release, GLM-5.2 has achieved leading results in multiple authoritative international evaluations an
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Anthropic: Commits to Strengthening Cooperation with the White House and Addressing Security Risks in the Mythos and Fable Models
Svmuu News: In a proposal submitted to U.S. Commerce Secretary Lutnick, Anthropic executives pledged to work more closely with the White House and to address the security concerns that led to restrict
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National Financial Regulatory Administration: Encourages large financial institutions with the necessary capabilities to provide computing power services to small and medium-sized financial institutions
Svmuu News: The National Financial Regulatory Administration has issued guidelines on the secure development and application of artificial intelligence in the banking and insurance sectors. The guidel
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Hong Kong Cyberport is set to launch OPC Hub to provide support for small teams working on blockchain and other projects
Svmuu News: In response to a question from Legislator Li Guangyu during a Legislative Council session, Yiu Wing-wah, Secretary for Commerce and Economic Development of Hong Kong, stated that Hong Kong
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Hong Kong Cyberport is set to launch OPC Hub to support small teams working in AI, blockchain, and other fields
Svmuu News: Yinghua Qiu, Secretary for Commerce and Economic Development of Hong Kong, stated that Hong Kong Cyberport will launch the OPC Hub to provide dedicated workspaces and other support—such as
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Dragonfly Partner Praises Zhipu: "It Has Reached a Whole New Level; Our Previous Assessment Was Wrong"
Svmuu News: Haseeb Qureshi, Managing Partner at Dragonfly, posted on X that while it was previously believed that the gap between open-source and proprietary models would continue to widen due to data
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Anthropic Announces the Official Opening of Its Seoul Office
Svmuu News: Anthropic has announced the official opening of its Seoul office and, at the same time, revealed a series of partnership developments within South Korea’s AI ecosystem, encompassing large
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Temasek’s $75 billion AI investment strategy comes to light: “Low-key” sovereign wealth funds begin ramping up their investments in the AI sector
Svmuu News: Temasek, Singapore’s sovereign wealth fund, is continuing to ramp up its investments in artificial intelligence with a total portfolio of approximately $75 billion, drawing market attentio
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After Missing Out on NVIDIA, Polen's Assets Under Management Have Shrunk by Nearly $50 Billion Over Four Years
Svmuu News: The asset management firm Polen serves as a prime example of how missing out on a major winner amid the artificial intelligence boom can alter the fate of an institution.In just four years
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European Central Bank (ECB) Central Bank Governor Warns That Artificial Intelligence Could Pose a Risk of a Financial Crisis
Svmuu News European Central Bank (ECB): ECB President Lagarde stated that artificial intelligence has the potential to trigger a financial crisis, and European Central Bank (ECB) is determined to ensu
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Pre-Market Highlights for U.S. Stocks: Wash Makes His “Federal Reserve” Debut; NVIDIA Expands Optical Interconnect Capacity
Svmuu News: Pre-Market Highlights for U.S. Stocks: 1. U.S. major stock index futures were mixed. Dow Jones futures fell 0.08%, S&P 500 futures rose 0.06%, and Nasdaq-100 futures rose 0.61%. 2. Interna
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State Council Information Office: China Is Stepping Up Efforts to Establish the World Artificial Intelligence Cooperation Organization
Svmuu News: According to a press conference held by the State Council Information Office, China is accelerating preparations to establish the World Artificial Intelligence Cooperation Organization and
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“The New Stock Market Guru” Serenity: AI May Be the Most Disruptive Technology in Human History
Svmuu News: “The New Stock Guru” Serenity posted on X, stating that she believes AI may be the most disruptive technology in human history, with an impact comparable to that of the Agricultural and In
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DeepSeek's First Round of Funding May Be Finalized; Liang Wenfeng to Contribute Approximately 200 Billion Yuan from His Personal Funds
Svmuu News: According to multiple investment institutions, DeepSeek’s first round of financing may have been finalized. Founder Liang Wenfeng personally contributed approximately 20 billion yuan, maki
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Artificial Intelligence
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Iranian Foreign Ministry: Technical Talks Between Iran and the U.S. Have Begun in Switzerland
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The Central Bank of Iran has begun pushing for the release of Iran's frozen assets
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Gate Stock has officially launched trading in South Korean stocks, supporting direct investment in the South Korean capital market using USDT
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Iranian Media: Iranian President to Visit Pakistan on Tuesday
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