[Comparative Daily News Picks] Blackstone plans to build a financing plan of more than 36 billion US dollars for Anthropic; the Dow Jones Index closed up 907.53 points, and both the S&P 500 and NASDAQ reached new highs; SpaceX's revenue exceeded expectations, and the 100 billion unban wave is approaching this week; Polymarket is seeking financing at a valuation of more than 20 billion US dollars; the White House does not plan to disclose the details of the advanced AI model evaluation framework

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AI · Dynamic

[Blackstone plans to create more than 36 billion US dollars financing plan for Anthropic]

According to the news, Blackstone Inc. is in initial communication with investors to assess the viability of raising a second hyperscale debt financing for Anthropic to support its plans to purchase Google AI chips.

The financing plan reflects that AI companies are obtaining computing power resources through large-scale capital operations. As demand for big model training and inference continues to grow, AI companies are seeking new financing methods to support the construction of expensive computing infrastructure. People familiar with the matter revealed that a preliminary plan proposed by Blackstone reached at least $36 billion. The size of the funding, structure, and whether Blackstone will eventually dominate the deal are still under discussion, and details are subject to change. (Bloomberg)

[Wong In-hoon Announces Nvidia Launches Alpamayo 2 Super to Accelerate AI Development for Autonomous Driving]

In comparison, Nvidia CEO Hwang In-hoon posted an article on the X platform announcing the launch of Alpamayo 2 Super, a cutting-edge open reasoning model (open reasoning model) for the field of autonomous driving, adding that the development focus of the next phase of AI will expand from software intelligence to the field of robotics, and autonomous vehicles will become an important entry point into the robotics era.

Hwang In-hoon said that Alpamayo 2 Super can not only “see” the road environment, but also understand and reason complex scenes and think before performing actions. It can be used as a core AI model for autonomous taxis, unmanned trucks, shuttle vehicles, delivery vehicles, agricultural robots, and future large-scale mobile robot systems.

According to reports, Nvidia opened the model for commercial applications under the OpenMDW-1.1 license, and developers and enterprises can research, fine-tune, and deploy the model. Hwang In-hoon said that the open model will help improve the safety and reliability of autonomous driving systems.

[AMD's 2026 Q2 revenue of USD 11.5 billion, market expectations are USD 11.284 billion]

In comparison, AMD (AMD.O)'s 2026 Q2 revenue was US$11.5 billion, and the market forecast was US$11.284 billion, compared to US$7.685 billion for the same period last year. The estimated Q3 revenue for 2026 is US$12.7 billion to US$13.3 billion, and the market is expected to be US$12.51 billion.

[SpaceX's revenue exceeded expectations, and the 100 billion unban wave is approaching this week]

Comparing news, SpaceX released Q2 revenue ($7.8 billion), which exceeded Wall Street expectations ($6.8 billion). The company previously raised 86 billion US dollars through the largest IPO in history. Since then, the stock price has dropped sharply due to post-IPO fluctuations and the overall sell-off of the AI sector. More than 1 trillion US dollars of market value has evaporated from its peak, and Musk's status as the world's first trillionaire has also been lost. Another factor adding uncertainty to the company is that the ban on stocks with a market value of more than 100 billion US dollars will be lifted later this week, which may put further downward pressure on stock prices. During the conference call, analysts are likely to ask Musk for details on the company's huge AI spending, Starlink's Internet business expansion plans, and how fast Starship can launch satellites and people.

Crypto · Marketplace

[The Dow Jones Index closed up 907.53 points, and both the S&P 500 and NASDAQ reached new highs]

Comparatively, the Dow Jones Index closed up 907.53 points, or 1.71%, to 54,085.94 points; the S&P 500 rose 136.02 points, or 1.79%, to 7,736.52 points; and the Nasdaq Composite rose 671.1 points, or 2.59%, to 26,584.99 points.

[Polymarket seeks financing at a valuation of over $20 billion]

Comparing the news, it is predicted that the market Polymarket will seek financing at a valuation of more than $20 billion.

[New York Federal Court of Appeals Dismisses SBF Appeal and Maintains Convictions for Fraud and Conspiracy]

Comparing news, the New York Federal Court of Appeals on Tuesday upheld SBF's conviction for fraud and conspiracy after its crypto trading platform FTX went out of business. In 2024, SBF was sentenced to 25 years in prison for planning what the prosecution called one of the largest financial fraud cases in US history. A panel of three judges from the U.S. Second Circuit Court of Appeals determined that SBF was the “driving force” behind this fraud, which embezzled billions of dollars from customers and investors.

[Hashdex will close and liquidate a Bitcoin ETF that manages $14.7 million in assets]

According to the news, crypto asset management company Hashdex will close and liquidate its US spot Bitcoin ETF Hashdex Bitcoin ETF, which has assets under management of approximately $14.7 million. The fund will cease trading and be delisted after the market closes on August 17. Shareholders who still hold the fund are expected to receive a cash distribution around August 28, which will take place after the fund sells their remaining Bitcoin holdings.

Hashdex said that after the last trading day, the fund will liquidate the remaining Bitcoin holdings and only carry out matters relating to liquidation, preservation of asset value, payment of liabilities, and distribution of remaining assets to shareholders. Hashdex said it assessed the size of assets under management, transaction liquidity, operating costs, investor interest, and the fund's position in its overall product line before making the liquidation decision. According to the company, it still manages more than $200 million in investment products for US investors.

Macro · Organization

[The White House does not plan to disclose the details of the advanced AI model evaluation framework]

Comparing news, the White House does not plan to publicly release its new framework for evaluating advanced artificial intelligence models; relevant details will only be provided to companies participating in the process. Businesses, policymakers, researchers, and US allies that aren't involved in this process will be unable to understand how the government plans to implement one of its key AI policies.

The White House held a meeting with industry representatives to discuss the recently completed framework, and companies that were not invited to the meeting were still unaware of the content of the framework.

[“Federal Reserve microphone”: Bezent's policy response function shifts to less dovish]

Comparing news, “Federal Reserve microphone” Nick Timiraos wrote that US Treasury Secretary Bezent's policy response function has changed to a less dovish. His remarks this year suggest that the Federal Reserve should keep interest rates unchanged. Earlier this year, Bezent quoted models saying that the Federal Reserve's interest rate level may range from more than 25 basis points to more than 100 basis points higher than the neutral interest rate. Today (August 4) he made two points. He first defended Walsh's decision not to explain any policy response function last week: “I think every meeting should be open, and market participants should judge for themselves... I think Walsh wants to preserve the space for choice to achieve the best results.”

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