AI / Large Models

Anthropic Mythos Export Control Controversy: Korean Telecom Giant SK Telecom in the Spotlight

Wired reports exclusively that SK Telecom, as a strategic partner of Anthropic, is under U.S. export control scrutiny due to potential technology transfer related to the Mythos model.

Source: Wired

Gemini Reportedly Helped Users Get "Successfully" Scammed, Reddit Erupts

A user posted on r/artificial claiming that Gemini provided misleading advice in a scam scenario, with the post receiving over 500 upvotes. AI safety boundaries are once again in focus.

Source: Reddit

Z.AI Releases GLM-5.2: Zero Nvidia Chips, Competing with Claude Opus

Chinese company Z.AI launches the GLM-5.2 large model, claiming performance comparable to Claude Opus without relying on Nvidia chips. Evidence adds to the domestic computing power narrative.

Source: Decrypt

> Hot Comment: Korean telecom is being scrutinized due to collaboration, while Chinese companies directly train Opus-level models using domestic chips—who exactly is being cornered by this export control maneuver?

0G Labs Crosses 10 Billion Tokens Decentralized Inference Milestone

0G Compute announces that the total on-chain AI inference has surpassed 10 billion tokens, emphasizing "real demand, real scale, AI Agents running on the blockchain."

Source: X

DeepSeek's Image Recognition Mode Hits Zhihu Trending List, 1.63 Million Heat

Zhihu users are hotly discussing DeepSeek's newly launched visual capabilities, with 56 comments comparing it to GPT-4V and Gemini.

Source: Zhihu

Cryptocurrency / Web3

Bithumb Lists ReProtocol (RE) KRW Trading Pair

Korean exchange Bithumb adds RE trading market, with a project market cap of approximately 89 million USD.

Source: Bithumb

Upbit Removes KernelDAO (KERNEL) Trading Pair

Korea's largest exchange Upbit announces the removal of KERNEL trading, without disclosing specific reasons.

Source: 6551 Data Source

Chips / Hardware

MIT Researchers Build Their Own Operating System to Study Chip Operations

The MIT team built a custom operating system from scratch to gain deeper insights into chip-level behavior. The paper garnered 189 upvotes and 26 discussions on HN.

Source: MIT News | Hacker News

U.S. Claims ASML's Most Advanced Lithography Machines May Have Flowed to China, ASML Denies

U.S. intelligence suggests that ASML's top EUV equipment may appear in China, ASML has officially refuted this. The chip export control battle continues to escalate.

Source: TechCrunch

Amazon Negotiating to Sell Self-Developed AI Chips, Targeting Nvidia

Wall Street Journal reports that Amazon is in talks with multiple companies to sell its Trainium/Inferentia chips, marking the first time it commercializes self-developed chips.

Source: Wall Street Journal

> Hot Comment: MIT writes its own operating system to understand chips, ASML and the U.S. government are passing the buck over a lithography machine, and Amazon finally decides to sell its chips—chip matters are never just technical issues.

Apple A21 Pro Exclusively Utilizes TSMC N2P Process, A21 Continues with N2

IT Home cites industry chain news indicating that Apple's "20th Anniversary Edition iPhone" will use TSMC's latest N2P process, while the standard version maintains N2.

Source: IT Home

Technology Companies

Over 10,000 Repositories Distributing Trojan Programs Discovered on GitHub

Security researchers disclose that over 10,000 GitHub repositories have been used to distribute Trojan malware, with 802 upvotes and 210 discussions on HN. Open-source supply chain security raises another alarm.

Source: Orchid Files | Hacker News

Apple Fixes High-Severity Eavesdropping Vulnerability in Beats Studio Buds

Apple has released firmware updates to fix a serious eavesdropping vulnerability in Beats Studio Buds.

Source: Ars Technica

Several Amazon Engineers Under Internal Investigation for Criticizing AI Data Center Expansion

IT Home reports that multiple Amazon employees are under internal investigation for publicly criticizing the environmental impacts of the company's rapid AI data center expansion.

Source: IT Home

Microsoft and Amazon Cloud Services May Face Severe EU Antitrust Scrutiny

The EU is ramping up antitrust investigations into the cloud services market, focusing on Microsoft and Amazon as key targets.

Source: IT Home

U.S. Stocks

Semiconductor Sector Soars, Intel Rises 10.6%, SpaceX Falls 3.5%

All three major U.S. stock indices closed up, with the S&P rising 1.09% and the Nasdaq rising 1.91%. The semiconductor sector was strong all day: Intel surged 10.64% (after Trump announced a partnership with Apple for U.S. chip design), Micron Technology rose 8.7%, and Marvell Technology rose 7.27%. SpaceX closed down 3.56%, briefly falling 10% during trading.

Source: Jin Ten Data | CNBC | Wall Street Journal

> Hot Comment: On the day of the SpaceX IPO, retail investors pushed Charles Schwab into the top five busiest trading days ever, and today it dropped 10%—Elon Musk's rockets go up easily, but stabilizing stock prices is tough.

Finance / Macro

Approximately 80 Mines Remain in Main Channel of the Strait of Hormuz, Tanker Association Warns

The International Tanker Owners Association Intertanko states that there are still about 80 mines in the main channel of the Strait of Hormuz. Although a U.S.-Iran agreement has been reached, significant risks remain for actual navigation.

Source: X | Financial Times

80 Million Barrels of Oil Ready for Shipment, Shipowners Await "Safety Signal" from Hormuz

Bloomberg reports that nearly 80 supertankers loaded with oil are parked in the Persian Gulf, engines warmed up and crews ready, but due to mines still being in place, insurance costs not dropping, and PGSA pricing mechanism's 60-day countdown, no shipowners are willing to be the first to navigate.

Source: Bloomberg

Iran Cancels Trip to Switzerland, Future of Talks Uncertain

Multiple media outlets report that Iran has postponed its planned diplomatic trip to Switzerland, causing European bond yields to rise.

Source: Multi-source Cross Reporting

Trump Insists Iran Deal is "Unconditional Surrender," Claims Presidential Powers are Unlimited

Trump stated in an Axios interview that the U.S.-Iran agreement is equivalent to Iran's "unconditional surrender," emphasizing that the president holds unlimited powers.

Source: CNBC

New Products / New Trends

Valve Steam Controller Orders Severely Backlogged, Some to Wait Until 2027

The Verge reports that Valve's Steam Controller pre-orders far exceed capacity, with some order shipment dates scheduled as late as 2027.

Source: The Verge

Today's Underlying Issues

The Strait of Hormuz has reopened, but 80 mines remain; the U.S. and Iran have signed an agreement, yet Iran has canceled a trip to Switzerland; 80 million barrels of oil are ready for shipment, and no one dares to be the first to pass through. Meanwhile, semiconductor stocks are skyrocketing, China has trained an Opus-level model using zero Nvidia chips, and Amazon has started selling self-developed chips—geopolitical "peace" is temporary, while the reconstruction of the chip war is lasting. As oil tankers still wait for a "safety signal," tech companies are redefining supply chain independence in another way.