[Comparative Daily News Picks] Nvidia teamed up with Wall Street giants such as Apollo and Blackstone to plan $500 billion AI infrastructure financing; Damo launched a $1.5 trillion US innovation infrastructure plan to focus on cutting-edge technologies such as AI; Vitalik updates the Ethereum roadmap: quantum security, privacy protection, and AI-assisted formal verification have become new priorities; Federal Reserve Hamak: Multiple rate hikes may be needed to reduce inflation

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AI · Dynamic

[Nvidia teams up with Apollo, Blackstone and other Wall Street giants to plan $500 billion in AI infrastructure financing]

Comparing news, the Financial Times quoted people familiar with the matter as saying that financial group alliances, including Apollo Global, Blackstone, BlackRock, BlackRock, BlackRock, BlackRock, and KKR, are cooperating with Nvidia (NVDA.O) to prepare a 500 billion US dollar AI infrastructure financing plan. The cooperation is likely to be announced as soon as Monday.

The partnership shows that Nvidia is strengthening its financing layout to raise capital for itself and its customers to build core infrastructure for the AI era, including chips, energy supply, and data centers. Meanwhile, private capital giants are planning to invest trillions of dollars in assets such as insurance funds and institutional funds in the AI infrastructure sector.

[Damo launches $1.5 trillion US innovation infrastructure program to focus on cutting-edge technologies such as AI]

Comparatively, Morgan Stanley announced the launch of the “American Innovation Infrastructure Initiative,” which plans to drive about $1.5 trillion in capital raising and investment activities over the next 10 years to support the growth of the US economy.

The plan will focus on strategic areas such as artificial intelligence, quantum technology, and semiconductors, and promote the construction of digital and physical infrastructure.

[Smart Spectrum API has nearly 7 million users, and more than 50,000 new domestic AI chips have been used to relieve computing power pressure]

Comparative news, according to the “Late LatePost” report, the number of registered users of the Zhi Spectrum MaaS open platform is close to 7 million, an increase of about 2 million compared to the beginning of July, with the number of enterprise customers reaching 23,000. Its developer product zCode surpassed 1 million users a month after launch.

Smart Spectrum's ARR (Annual Recurring Revenue) has increased about 15 times since this year, the report said. Market sources revealed that Smart Spectrum's current ARR may reach $2 billion, but this figure has yet to be officially confirmed.

As demand for model calling grows rapidly, Smart Spectrum is expanding domestic computing power infrastructure. According to information, Smart Spectrum has used more than 50,000 domestically produced AI computing power chips to mitigate the growing demand for inference. Earlier, it was rumored in the market that Smart Spectrum has built a domestic AI computing power infrastructure with a scale of 1 GW.

[OpenAI launches GPT-5.6-Cyber to open up stronger AI capabilities to security personnel]

In comparison, OpenAI announced the launch of GPT-5.6-Cyber and expanded the cybersecurity program Daybreak to provide audited cybersecurity defenders with an AI model more suitable for advanced security work. OpenAI said it hopes to hand over cutting-edge AI capabilities to trusted defenders before attackers deploy autonomous cyber attacks on a large scale. Daybreak is divided into two levels: Daybreak Blue provides GPT-5.6 Sol access without system-level cybersecurity restrictions; Daybreak Red provides GPT-5.6-Cyber access for vulnerability verification and advanced vulnerability research. Testing showed that GPT-5.6-Cyber responded to 95% of requests for advanced cybersecurity tasks, including exploit-chain development, authentication bypass, and privilege escalation. According to OpenAI, high-risk capabilities will only be open to approved users and will be equipped with additional controls and monitoring measures.

Crypto · Marketplace

[Vitalik updates Ethereum roadmap: quantum security, privacy protection, and AI-assisted formal verification become new priorities]

According to Twitter, Ethereum co-founder Vitalik Buterin posted an article on the X platform that he has updated the 2023 Ethereum roadmap and compared the technical direction in the previous roadmap with the current “Strawmap” plan. Vitalik said there is a large overlap between the two as a whole, but some technology priorities and implementation paths have changed.

Vitalik said that some directions have been reordered, such as the importance of quantum safety technology being further enhanced; some project priorities have been reduced, including VDF (verifiable delay function) and some EVM improvement solutions; other technical routes have been replaced by more advanced solutions, such as Verkle Tree evolving into a unified BT (Binary Tree), and state expiration (state expiry) is shifting to a new state type design. Vitalik concluded that in the future, Ethereum will continue to develop in the direction of “quantum security, privacy first, security and reliability, censorship resistance, high performance, and scalability”, and eventually become a leaner (lean) protocol system.

[Trump Media's net loss in the second quarter exceeded US$238 million, and revenue was less than US$2 million]

Comparing news, Trump Media & Technology Group (DJT) released its second-quarter earnings report on Monday, with a net loss of over US$238 million and revenue of less than US$2 million. The company disclosed that losses were mainly caused by the depreciation of digital assets, with Bitcoin and other crypto asset holdings surging losses of more than 190 million US dollars.

According to financial reports, the company's quarterly revenue of $1.7 million was mainly from Truth Social advertising services, which increased 89% year over year. However, operating expenses exceeded US$165 million, a sharp increase of 275% over the previous year. The CFO said that large fluctuations in spending are mainly affected by the price of crypto assets.

Truth Social traffic dropped sharply this summer. The company's Truth API has signed contracts with more than 10 customers, mainly high-frequency trading companies, with monthly fees of 60,000 to 100,000 US dollars.

Furthermore, the company is shrinking two collaborations with Crypto.com, shifting its focus to the media business and merger with nuclear fusion company TAE. DJT closed down 8% on Monday, and its stock price has fallen by most since the beginning of the listing.

【Tom Lee is optimistic about Robinhood Chain: This Year's Crypto Market's Most Successful Story]

Comparing news, Tom Lee, chairman of Bitmine and co-founder of Fundstrat, said that Robinhood's blockchain project Robinhood Chain has become the “biggest success story” of the crypto industry in 2026, and is a breakthrough project in terms of cumulative transaction volume, hedged value (TVL), and potential market size.

Lee points out that Robinhood Chain's greatest strength lies in its large user base. Robinhood (HOOD) is opening up the service to its approximately 27 million users, which in itself poses a huge potential market. Ethereum (ETH) has also continued to develop in recent years. Although the growth process is relatively low-key, it has gradually expanded its scope of application mainly through stablecoin settlement and crypto payments and asset purchases on platforms such as Shopify.

He believes that connecting 27 million Robinhood users directly to the Ethereum economy will have a significant impact on the crypto industry and is expected to further promote the expansion of blockchain applications from native crypto users to popular financial users. The success of Robinhood Chain is not only reflected in the technical level, but more importantly, it connects traditional financial users, trading platforms, and the Ethereum ecosystem, and may become an important example of crypto assets becoming mainstream adoption.

Macro · Organization

[Federal Reserve Hamak: Multiple rate hikes may be needed to depress inflation]

Comparing news, Cleveland Federal Reserve Chairman Hamak said that current inflation has not returned to the target level, and the Federal Reserve may need to raise interest rates more than once. She said that a 25 basis point rate hike “will not have much impact on the economy,” but she is unwilling to predict the exact number of rate hikes or the final interest rate level. Hamak believes that the current interest rate range of 3.50%-3.75% does not clearly limit the economy, and companies are still not reducing growth investment due to high interest rates, so “now is the time to act.” She said that the longer you wait, the more difficult it will be for inflation to return to 2%. At the same time, Hamak stressed that there are currently no obvious problems in the job market, and the July employment data will not change her concerns about inflation. She believes that the market can only assist the Federal Reserve and cannot replace the Federal Reserve in taking action. Hamak opposed keeping interest rates unchanged at the Federal Reserve's July interest rate meeting, preferring to raise interest rates by 25 basis points.

[Trump demands compensation from Iran, says it will be included in future negotiations]

Comparing news, US President Trump said on social media that Iran is seeking compensation for losses caused by the military conflict over the past five months, but this request has never been raised during negotiations between the two sides before. Trump said, but this is an interesting idea, because now I am also demanding compensation from Iran for the human casualties it has caused in many clashes, including the victims of the “Cole” destroyer incident and other combat deaths. Trump is also demanding compensation from Iran for the families of protesters it has suppressed over the past 50 years, and claims that 52,000 people have died in the past five months of clashes. Trump said that US representatives have been instructed to formally submit relevant compensation claims in all future negotiations.

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