Flash News

TREE NEWS reports: Moonshot AI, the developer of the Kimi assistant, is negotiating with major tech companies over revenue-sharing terms for its upcoming K3 model. The deal could reshape how AI models are commercialized through partnerships.

TREE NEWS reports: Morgan Stanley reports that AI compute off-balance-sheet commitments have reached $3.1 trillion, highlighting financing structures as a new variable in the supply chain. The report underscores the growing financial complexity and potential risks in AI infrastructure funding.

TREE NEWS update: DeepSeek reports an API gross margin of 82.9%, with an overall company gross margin of 44.6%. The figures highlight strong profitability in its AI services, though no direct crypto or RWA implications are noted.

TREE NEWS update: Sugon (中科曙光) announced it will release a token acceleration solution for large language model (LLM) inference. The solution aims to enhance inference performance and efficiency. Details on the technology and timeline were not disclosed.

TREE NEWS update: A Tencent executive addressed criticism that the company has been slow in AI, attributing the delay to insufficient computing power hampering its Hunyuan model. The remarks come amid intense competition in China’s AI sector.

TREE NEWS update: DeepSeek’s revenue reached $70 million by July 2026, a tenfold increase from 2025. The rapid growth highlights the booming demand for AI services, though it has no direct connection to crypto or RWA tokenization.

TREE NEWS update: Nvidia will report Q2 earnings after market close today, with Wall Street expecting revenue over $92 billion and Q3 consensus at $103.7 billion. The report is seen as a key test for the AI trade, with investors focusing on reliance on hyperscalers like Amazon, Google, and Microsoft. Despite beating estimates in past quarters, Nvidia shares have typically fallen the day after earnings.

TREE NEWS update: AEON disclosed its AI payment metrics on BNB Chain, recording over 1.4 million transactions totaling more than $14.73 million. This highlights the growing adoption of AI-powered payment solutions within the crypto ecosystem.

TREE NEWS reports: B.AI has announced that its API is now compatible with Codex, enabling calls to GPT series models. This integration expands B.AI’s AI capabilities, offering developers more flexibility in utilizing advanced language models.

TREE NEWS update: Chinese AI companies, including MiniMax, are facing unprecedented short selling, with short interest reaching 20% of circulating shares. This reflects bearish sentiment amid market volatility and regulatory uncertainties in the tech sector.

TREE NEWS reports: Ahead of Nvidia’s Q2 earnings, options imply only a 5.4% move, the calmest in two years, signaling investor complacency. Analysts warn that a routine beat and raise may not suffice; the focus is on capital deployment and AI demand sustainability. Nvidia’s stock has underperformed the S&P 500 this year, and its recent moves into AI financing have raised questions about circular economics.

TREE NEWS reports: OpenAI has experienced the departure of at least 14 senior executives this year, signaling significant leadership turnover as the company prepares for a potential IPO. This ongoing change in key personnel comes amid heightened scrutiny and strategic shifts within the AI giant.

TREE NEWS reports: China’s Ministry of Industry and Information Technology announced that nearly 200 AI-related standards have been successfully developed in the country. This move highlights China’s push to establish comprehensive AI standardization, potentially impacting the global AI landscape.

TREE NEWS update: Sampura, founded by a former Google researcher, has raised $6.5 million to develop an AI-powered ‘referee’ system. The funding aims to build a decentralized arbitration layer for AI-generated content and disputes.

TREE NEWS update: South Korean AI platform Wrtn has completed a $69 million Series C funding round, bringing its valuation to $870 million. The funding will support the expansion of its AI services, though the company is not directly involved in RWA tokenization.

TREE NEWS update: OpenAI has completed pre-training of a model codenamed ‘Bel’, which may serve as the foundation for GPT-6 and the Astra project. This marks a significant step in their AI development roadmap.

TREE NEWS update: Barclays has warned that the rapid expansion of AI infrastructure could expose related trades to political risks, potentially impacting market sentiment. The warning highlights growing concerns over regulatory and geopolitical factors affecting AI investments.

TREE NEWS reports: Alibaba announced the upcoming release of Qwen 3.8-Flash-Next, which will preview the architecture of Qwen 4. This update marks a significant step in Alibaba’s AI model development.

TREE NEWS reports: Alibaba’s Qwen team is teasing its next architecture a day early, revealing specs that show near-frontier performance at a fraction of the power. The preview hints at what Qwen 4 will offer, marking a significant step in efficient AI model development.

TREE NEWS reports: A new technique has managed to shrink an AI model while improving its performance, challenging the assumption that smaller models are less capable. This breakthrough could lead to more efficient AI that runs on devices like smartphones.