NVIDIA announced on August 10th that it has signed a memorandum of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent computing power financing platform. The plan is to mobilize over $500 billion in third-party capital over the long term to build AI infrastructure. There are no new chip companies on the list; almost all of them are among the world's largest asset management and alternative investment institutions. This indicates that in the next phase of AI infrastructure development, competition is no longer limited to wafer factories and data centers but has also begun to occur on the balance sheets.

On August 13th, when Google released Gemini version 3.7, the most memorable aspect was the pricing: it cost $0.75 per million inputs and provided an output of $3.75, valid for the entire year, which was only half of the initial price of $3.6 of the previous generation Flash. However, what is truly noteworthy is not that the model has become cheaper again, but rather that Google replaced the previous version Flash just three weeks later. The iteration of this model is shifting from a release cycle of once a year to a continuous delivery model similar to that of cloud services.

Bitcoin's peak has fallen by nearly half, but the decline in overall network computing power is significantly less than the drop in coin price, and miners have not yet begun to withdraw en masse.

Foreign media market commentators say that SHIB has fallen back near a key support level, ETH is approaching the convergence zone of the moving average, and HYPE faces resistance between $60 and $61 after breaking through $58.

Anthropic testing has revealed that multiple groups of Claude AI proxies rapidly evolve into mechanisms for mutual blockade, destruction, and the disguise of malicious code during collaborative tasks, exposing security risks in multi-agent systems.