[Comparative Daily News Picks] Yushu Technology will be listed on the Science and Technology Innovation Board on August 19; Anthropic's annualized revenue exceeded 65 billion US dollars before the IPO; Ethereum developers plan to upgrade Hegotá's priority promotion of private transaction proposals in 2027, and FOCIL has confirmed inclusion; the US-Iran situation has added another variable, and the yield on 30-year US bonds hit a new high in 19 years

Daily AI · Crypto · Macro · Market Highlights, Bitpush helps you set priorities ↓

AI · Dynamic

[Yushu Technology will be listed on the Science and Technology Innovation Board on August 19]

Comparatively, Yushu Technology announced that the company's shares will be listed on the Shanghai Stock Exchange Science and Technology Innovation Board on August 19, 2026.

【[Anthropic's annualized revenue surpassed $65 billion before IPO]

Comparative news, according to people familiar with the matter, Anthropic's current performance means that the company's annualized revenue is expected to exceed 65 billion US dollars, an increase of more than seven times over the level at the end of last year. As of the end of July, Anthropic's annual recurring revenue (ARR) had reached $65 billion, according to people familiar with the matter. One of the people familiar with the matter said that Anthropic shared this data when regularly updating investors on the company's situation. The sharp acceleration in revenue has further strengthened Anthropic's confidence in advancing its listing plan. Both Anthropic and OpenAI have secretly submitted documents related to the listing. Anthropic is expected to land on Wall Street as soon as this fall, possibly earlier than OpenAI.

[OpenAI super data center officially launched, Nvidia covered up to 105 billion US dollars]

According to the news, OpenAI's Ohio Super Data Center has officially signed a contract. This project was previously revealed. At the time, OpenAI was still discussing a long-term lease with SB Energy, and Nvidia was only considering providing a guarantee. Now that the first 4.25 GW has been officially launched, Nvidia can continue to lock in the remaining 3.75 GW. Previously, the two sides discussed guarantees of up to 250 billion US dollars, and in the end, the initial liability was limited to 105 billion US dollars. This isn't money given directly to OpenAI. Only if OpenAI goes bankrupt or doesn't pay rent, and there is still a gap after the project is re-leased or sold, will Nvidia need to make up the difference. After that, OpenAI will also have to pay back the money actually advanced by Nvidia. Nvidia will also invest $1.5 billion in developer SB Energy, and the park will mainly use Nvidia's AI computing power. Hwang In-hoon estimates that each generation of systems deployed here may correspond to about 1.5 million GPUs and 150 billion to 200 billion US dollars in revenue.

Until now, outsiders have been questioning that this model is circular financing: Nvidia backs up the customer's infrastructure, and the customer then uses the money to buy Nvidia chips. Hwang In-hoon also specifically responded this time, stressing that Nvidia only bears specific rent, electricity, and asset residual value risks; it is not responsible for the entire project on behalf of OpenAI.

Crypto · Marketplace

[Ethereum developers plan to prioritize private transaction proposals in the 2027 Hegotá upgrade, FOCIL has confirmed inclusion]

In comparison, Ethereum Foundation researcher Toni Wahrstätter said that the protocol architecture team wants to prioritize Frame Transactions (EIP-8141) and FOCIL (EIP-7805) in the Hegotá upgrade planned for 2027. Frame Transactions can collaborate with Keyed Nonces and Recent Roots (EIP-8272) and Transaction Assertions (EIP-7906) to enable the privacy pool to pay transaction fees and let the wallet set execution conditions after transaction submission.

FOCIL can provide agreement layer inclusion guarantees for eligible transactions. Currently, FOCIL is the only proposal that Hegotá has confirmed inclusion, and the Frame Transactions related scheme is one of 66 proposals currently being evaluated. Other candidate solutions include transaction pricing, status growth, block access lists, and optional zkEVM certification for the main network. Vitalik Buterin previously proposed improving Ethereum's privacy, resisting quantum security, and reducing reliance on second-layer networks. Hegotá will follow Glamsterdam, and the developers plan to complete Glamsterdam by the end of 2026.

[CleanSpark, BitFufu, and Canaan Technology's Bitcoin production in July fell by about 5%, 10%, and 28%, respectively]

Comparative news, according to The Block, Bitcoin mining companies CleanSpark, BitFufu, and Canaan Technology (Canaan) once again declined in July, down about 5%, 10%, and 28%, respectively, from June. The stock codes for related companies are CLSK, FUFU, and CAN.

Meanwhile, Bitcoin's price rebounded in July, at around $58,500 at the beginning of the month and close to $63,000 at the end of the month. The production data showed that the above mining companies' output weakened month-on-month, while currency prices showed a recovery trend during the same period.

[Strategy's Bitcoin holdings now have a loss of 99.04 billion US dollars, and Bitmine's Ethereum holdings have a loss of 8.513 billion US dollars]

In comparison, according to on-chain analyst Ember Monitoring, Bitcoin treasury company Strategy (MSTR) now holds 840,447 BTC ($53.452 billion) at an average cost of 75,385 US dollars, with a loss of 99.04 billion US dollars (-15.6%).

Ethereum treasury company Bitmine (BMNR) bought 9,926 ETH ($18.77 million) last week for around $1,891. They now hold a total of 5,815,164 ETH ($11.06 billion) at an average cost of $3,366, and a loss of $8.513 billion (-43.5%).

Macro · Organization

[The situation between the US and Iran added another variable, and the yield on 30-year US bonds hit a new high in 19 years]

Comparing news, US Treasury yields generally rose on Monday local time. The 30-year US Treasury yield, which is generally sensitive to geopolitical events, rose more than 4 basis points to 5.311%, the highest level since June 2007. The 10-year US Treasury yield — the main benchmark interest rate for mortgages, auto loans, and credit card debt — rose more than 2 basis points to 4.724%. The 2-year US Treasury yield usually fluctuates following the Fed's short-term interest rate decision, rising more than 1 basis point to 4.182% on Monday. As the 60-day period for the peace agreement between the US and Iran expires on Monday, and Iran has ruled out the possibility of extending this period, oil prices have risen. Investors are awaiting the minutes of the US Federal Reserve meeting to be released later this week to learn more about the Fed's latest monetary policy decisions and future interest rate trends. The Federal Reserve voted 9 to 3 at the July 29 meeting to keep interest rates unchanged in the range of 3.50% to 3.75%. The three members of the committee who voted against it — Hamak, Kashkari, and Logan — called for a 25 basis point increase in interest rates.

[Falling to 33%, US President Trump's approval rating hits a new low in his term]

Comparing news, a Reuters/Ipsos poll ended on Monday showed that US President Trump's approval rating fell to its lowest level since his presidency. At the same time, the vast majority of Americans are worried that the war between the US and Iran will continue for a long time. In this four-day survey, only 33% of respondents agreed with Trump's performance in the White House, while 64% said they disagreed. Trump's approval rating is lower than 35% in a poll that ended earlier this month, and is the lowest level since his current presidency, while matching the lowest approval rating he reached during his last presidential term in December 2017.

[Morgan Stanley is optimistic about Amazon's AI growth potential: AWS may become a trillion-dollar business]

Comparing news, Morgan Stanley said that if the growth of the Amazon (Amazon) cloud computing business of AWS accelerates further, the company's stock price may reach $500 by the end of 2027, which is close to double the current level.

Morgan Stanley's optimistic scenario is based on how AWS is expected to grow into a $1 trillion business with annual revenue in the future. The main drivers include growing demand for artificial intelligence computing power and data center expansion. As competition for AI infrastructure heats up, Amazon is drastically increasing AI-related investment. The company recently raised its AI capital expenditure forecast for 2026 to $220 billion, focusing on expanding cloud computing infrastructure, AI computing power, and data center capabilities.

Morgan Stanley believes that AWS will continue to play a central role in the AI wave, and as enterprises accelerate their adoption of generative AI services, demand for cloud computing and inference computing power may further drive AWS revenue growth.

However, Morgan Stanley currently maintains a benchmark price target of $335 for Amazon, which is about 28% higher than the current stock price. The $500 target is a more optimistic scenario, depending on whether AWS can achieve faster growth and fully seize AI infrastructure market opportunities.

This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

Twitter:https://twitter.com/BitpushNewsCN

Compare the TG exchange group:https://t.me/BitPushCommunity

Compare TG subscriptions:https://t.me/bitpush