Flash News

TREE NEWS reports: A federal judge ruled that the Trump administration illegally retaliated against AI firm Anthropic by designating it as a supply chain risk. The court vacated the designation and issued a permanent injunction, rejecting the government’s request for a stay.

TREE NEWS update: Marvell Technology reported Q2 FY2027 revenue of $2.739B, beating estimates, with data center revenue up 46% YoY to 79% of total. Q3 guidance is 4% above consensus at $3.15B, signaling continued AI demand visibility. However, gross margin guidance dipped slightly, hinting at a higher mix of custom ASICs.

TREE NEWS update: SenseTime’s large model infrastructure (SenseCore) is supplying domestic computing power and token services for Zhipu AI’s GLM-5.3-Flash model. This collaboration highlights the integration of AI and blockchain tokenization in China’s AI ecosystem.

TREE NEWS reports: Hong Kong-listed AI model concept stocks continued to decline, with Zhipu (02513.HK) falling over 8% and MiniMax (00100.HK) dropping more than 5%. The downturn reflects ongoing weakness in the sector.

TREE NEWS update: Tencent’s Hunyuan team has released and open-sourced Hy4 Preview, a large language model with 770B total parameters and 49B active parameters. The model is now available for developers and researchers, marking a significant advancement in open-source AI technology.

TREE NEWS update: OpenAI has demonstrated its upcoming AI model, Astra, to select VIP clients, with CEO Sam Altman suggesting it could be the first model capable of inventing new things. The move signals OpenAI’s push to showcase advanced capabilities to key partners ahead of a potential public release.

TREE NEWS reports: Google employees are currently testing the next-generation Gemini 3.8 Flash model, according to a report from ChainCatcher. This internal testing phase indicates progress in Google’s AI model development, though no public release date has been announced.

TREE NEWS update: Analysis suggests that AI infrastructure demand has a longer growth runway than the internet, with broad programming needs continuing to drive annual recurring revenue. The piece highlights sustained investment in AI compute and development tools.

TREE NEWS reports: AI fraud prevention company Socure has raised $156 million in a funding round led by Summit Partners. The capital will be used to expand its digital identity verification and fraud prevention solutions. This marks a significant investment in AI-driven compliance technology.

TREE NEWS reports: Kevin Durant’s early $250K investment in AI startup Hugging Face has reportedly grown to over $60 million. The news highlights the remarkable returns possible in AI investments.

TREE NEWS reports: TIME magazine has unveiled its 2026 list of the 100 most influential people in AI, featuring prominent figures such as Sam Altman and Elon Musk. The recognition highlights key leaders shaping the global AI landscape.

TREE NEWS reports: Transfyr, a physical AI company, has completed a $25 million seed funding round led by General Catalyst. The funding will support the development of its AI-driven physical systems. This investment highlights growing interest in the intersection of AI and physical applications.

TREE NEWS reports: NVIDIA announced the acquisition of AI platform Hugging Face for $12.9 billion, marking a major consolidation in the AI industry. The deal underscores the growing importance of AI infrastructure and models, though it has no direct connection to crypto or RWA tokenization.

TREE NEWS update: SemiAnalysis reports that HBF is not a substitute for HBM, with uncertainties persisting in cost and thermal management. The analysis highlights ongoing challenges in the memory market.

TREE NEWS reports: According to Epoch AI, OpenAI and Anthropic are experiencing rapid revenue growth, with their combined annualized revenue reaching $105 billion. This underscores the booming demand for AI services and the strong financial performance of leading AI companies.

TREE NEWS reports: Joanna Lichter posits that robot value follows a barbell structure, with accumulation occurring at both the horizontal RFM and application ends. This suggests a polarization in the robotics value chain.

TREE NEWS reports: A market observer argues that AI application layers should not be priced based on tokens but anchored to recognizable work value. This perspective highlights a disconnect between token valuations and actual utility in AI×crypto projects.

TREE NEWS update: Nvidia has paused some revenue-sharing financing arrangements with AI cloud companies, according to ChainCatcher. The move could impact AI compute infrastructure deals and reflects changing dynamics in the AI cloud market.

TREE NEWS update: Sources say Anthropic once considered acquiring AI chip startup MatX for around $7 billion. The deal did not materialize, but highlights Anthropic’s push to secure custom silicon for AI compute.

TREE NEWS update: OpenAI has introduced a new agent browser feature in ChatGPT that can log into websites on behalf of users to complete tasks. This development signals a broader push into autonomous AI agents, though it does not directly involve crypto or RWA.