[Comparative Daily News Picks] OpenAI suspends development of the new model Astra, fearing that it has key cyber attack capabilities; SemiAnalysis sings down Google DeepMind: It's no longer a cutting-edge AI lab; J.P. Morgan raised its technology bond issuance forecast, and this year's debt issuance scale will exceed 500 billion US dollars; the non-agricultural explosion has intensified differences on Wall Street, and the market's eyes are on next week's CPI

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AI · Dynamic

[OpenAI suspends development of the new model Astra due to concerns that it has critical cyber attack capabilities]

Comparatively, according to Axios, OpenAI said it cannot be ruled out that its upcoming model, Astra, has “critical” network capabilities, which prompted OpenAI to expand the scope of security testing and suspend internal activities that do not meet more stringent security requirements. This is the latest sign of a rapid increase in the network capabilities of artificial intelligence models. OpenAI said that after an internal evaluation of Astra, one of the upcoming models, “we cannot rule out that it has critical networking capabilities.” Prior to the release of Astra, OpenAI will expand testing and security measures for the model and slow down Astra's development process until appropriate security measures are in place in accordance with the requirements of the “Preparation Framework” that the company first published in 2023. OpenAI also stated that Astra did not participate in the Hugging Face vulnerability attack. This is probably the first case where a cutting-edge artificial intelligence lab promised to slow down its AI model development process due to cybersecurity concerns.

[SemiAnalysis defies Google DeepMind: It's no longer a cutting-edge AI lab]

Comparing news, the latest SemiAnalysis report directly determined that Google DeepMind is no longer a cutting-edge AI laboratory, and the probability of doing SOTA again in the future has also been reduced to zero. It believes DeepMind is losing top talent and computing power at the same time. Jeff Dean, Sanjay Ghemawat, Quoc Le, and Oriol Vinyals recently left Google to start their own business. Previously, Gemini co-leader Noam Shazeer switched to OpenAI, and Nobel Prize winner John Jumper joined Anthropic. Computing power is also being sold in large quantities to competitors. SemiAnalysis estimates that from the third quarter of 2026 to the fourth quarter of 2027, more than 20% of TPU shipments will be sold directly to Anthropic, which is equivalent to locking large amounts of scarce computing power to Gemini's rivals for a long time.

SemiAnalysis ultimately attributed the problem to Google's bureaucratic, slow, and strategically conservative organizational culture. It even compared today's Google to IBM and Intel: the technical ability is still strong, and it can make more money. It's just the hardest and riskiest technology competition, which is probably no longer the company's number one priority.

[Cambrian Period: Net profit of 2,311 billion yuan in the first half of the year increased 123% year-on-year]

Comparatively, artificial intelligence (AI) chip company Cambrian issued an announcement stating that revenue for the first half of 2026 was 5.996 billion yuan, an increase of 108.13% over the previous year. Net profit attributable to shareholders of listed companies was 2,311 billion yuan, an increase of 122.61% year-on-year, and net profit of 1,038 billion yuan for the same period last year. After deducting non-net profit of 2.116 billion yuan, a year-on-year increase of 137.30%.

Crypto · Marketplace

[J.P. Morgan raised its technology bond issuance forecast. The scale of this year's bond issuance will exceed 500 billion US dollars]

Comparing news, J.P. Morgan predicts that technology-related corporate bonds will be issued more than 500 billion US dollars this year. The bank raised the 2026 technology, media, and telecommunications sector debt issuance forecast from US$450 billion to US$540 billion, on the grounds that increased spending by large technology companies is leading the AI investment cycle.

A team led by J.P. Morgan strategist Erica Spear reported on Friday that chip-backed financing will become the “next major frontier field” to support AI infrastructure construction, and that by the end of this decade, its scale may “expand to trillions of dollars.” J.P. Morgan has identified seven investment-grade data center funding opportunities in addition to the six projects currently funded, four of which are expected to come from Oracle and OpenAI. The bank expects Meta Platforms to return to the bond market after announcing its third-quarter earnings report, while Microsoft is seen as the “biggest uncertain factor” and may be financing bond investors for the first time since 2017.

[Bybit sues North Korea and Lazarus Group over $1.5 billion hacker attack and gets asset freeze order]

In comparison, cryptocurrency exchange Bybit has filed a civil lawsuit against the Democratic People's Republic of Korea, its intelligence agency Reconnaissance General Bureau (RGB), and the nationally sanctioned hacker group Lazarus Group, involving a $1.5 billion hacking incident.

The US federal court issued a preliminary injunction prohibiting the transfer or dissipation of identified assets relating to the case during the proceedings.

[Galaxy Research: Coldcard incident may have lost more than $130 million, or multiple attackers are exploiting the vulnerability at the same time]

Comparing the news, Galaxy Research said it has now been highly confirmed that the Coldcard security incident resulted in the theft of 1,719 BTC worth around $111 million, and the actual losses are expected to exceed $130 million. The research team has tracked more than 25 attack patterns and believes multiple attackers are simultaneously exploiting the vulnerability. More than 250 victim reports have been received; if all confirmed cases are confirmed, the scale of the theft could exceed 2,300 BTC.

Macro · Organization

[Wall Street differences have intensified due to the non-agricultural upheaval, and the market's eyes are on next week's CPI]

Comparing news, the US non-farm payrolls report for July released on Friday was like a heavy hammer, breaking the previous illusion of strong economic growth, just as the market was waiting for the Federal Reserve's follow-up policy path. The data shows that in July, the US economy not only failed to achieve the expected increase of 80,000 jobs, but also drastically reduced 23,000 jobs. Despite the apparent dismal data, the unemployment rate unexpectedly fell to 4.1%. This seemingly contradictory phenomenon is actually due to a cumulative decline of 0.7 percentage points in the labor participation rate since the beginning of the year.

Analysts are divided on their interpretation of this terrible report. Thomas Ryan, a senior economist at KITU Macro, said bluntly that although the current weakness is not reflected in broader indicators, it is enough for Fed officials to re-examine the health of the labor market and reduce their will to further tighten monetary policy in the short term.

Ellen Zentner, chief economic strategist at Morgan Stanley Wealth Management, analyzed that weak employment data did ease the pressure to raise interest rates in September, but she warned that the Fed's decision was not a univariate function. If the inflation data released next week surpasses expectations, even if the job market cools down, I'm afraid it won't be able to quell internal calls for interest rate hikes.

Former Dallas Federal Reserve Chairman Richard Fisher offered comfort from another perspective. He believes that the labor situation is more resilient than expected, and more importantly, wage growth is slowing down, which will effectively curb consumers' inflation expectations. At present, the entire market has quickly overlooked this employment report and locked in the CPI data to be released next week. That is the ultimate suspense that will determine the Fed's actions in September.

[Trump pushes for the removal of Federal Reserve Governor Cook, officially initiating the removal process on the grounds of “serious dereliction of duty”]

Comparing news, according to a US ABC News report, sources said that Trump is moving ahead with the removal of Federal Reserve Governor Lisa Cook.

A source familiar with the letter revealed that the White House sent a letter to Cook this week saying that Trump “is considering” dismissing her from the Federal Reserve Board of Governors and asking her to respond to the allegations within three weeks. The action comes after the June Supreme Court ruling, which maintained restrictions on the president's attempt to remove members of the Federal Reserve. After the ruling, Trump said he would “take immediate and appropriate action” to remove Cook from office. Trump seems to have delivered on that promise this week, officially initiating the eviction process on the grounds of “gross negligence” based on mortgage fraud charges that have not yet been tried in court. The letter was signed by White House Deputy Chief of Staff Dan Scavino, who believes that even if these charges did not constitute a crime, her actions were dereliction of duty. Cook's attorney Lowell issued a statement saying, “These accusations are unfounded, and we will challenge this latest excuse.”

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