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Meta, Google, and Other Tech Giants Face the Allocation Problem of AI Computing Power for Internal Use vs. Sales

during the company's second-quarter earnings call, Meta CEO Mark Zuckerberg stated that Meta currently does not have a business selling computing power to customers, but such offerings are in the plans. He indicated that a significant portion of Meta's computing power will be used for training AI models, supporting agent products, and developing core businesses, while the company also anticipates expanding services to large enterprise clients.Both Google and Meta have slightly raised their capital expenditure expectations for this year. Google stated that related spending could increase further in 2027, while Microsoft maintained its capital expenditure forecast. Google's cash flow turned negative for the first time in the second quarter, and Meta's cash flow decreased by 91% compared to the same period last year.Microsoft CFO Amy Hood noted that customer demand for its cloud business still exceeds available capacity. Google said last week that it will purchase more third-party computing power while building more internal capacity to meet customer needs.Google CEO Sundar Pichai stated that the primary objective for Google in using its self-developed tensor processing units (TPUs) is to ensure the allocation of necessary resources for the development of AGI frontiers. Google is working with partners to deploy TPUs in other data centers to unlock more capacity.

Gate launches KIMIUSDT (Moonshot AI) pre-market perpetual contract trading

according to official sources, Gate has now launched KIMIUSDT (Moonshot AI) pre-market perpetual contract trading (USDT settlement), supporting 1-10x leverage.Moonshot AI is an AGI unicorn independently developing general-purpose large models, ranking among the top tier of AI startups in China in terms of financing scale and technical performance.

Vitalik Publishes Long Essay Reflecting on AI Evolution: Deep Human-Machine Integration May Be the Optimal Solution to Address AGI Risks

According to a series of tweets posted by Ethereum co-founder Vitalik Buterin on X on July 20, he engaged in deep reflection on AI capability growth and the future of humanity. Vitalik divides the evolution of machine capabilities into three stages: the Industrial Revolution (physical repetitive labor), the Computer Age (mental tasks definable by logic), and the LLM Era (mental and partial physical tasks defined based on massive samples). He points out that the current core question lies in: whether LLMs plus subsequent improvements can ultimately cover all unique human capabilities, or if a fourth or fifth technological wave is still needed. Regarding the definition of AGI, Vitalik proposes: AGI refers to AI that, if uploaded into a robotic body and humans suddenly disappear, can still independently continue civilization. He emphasizes that once AGI is realized, it will be an "irreversible turning point," and humanity's dominance over Earth will remain only due to historical inertia rather than capability advantage. Regarding the future path, Vitalik hopes for deep human-machine integration—erasing the human-machine binary boundary through technologies such as brain-computer interfaces and consciousness uploading, enabling humans to remain competitive before the technology ceiling arrives. He also calls for maintaining global political and economic diversification, avoiding monopolization of AI advantages by a single nation or corporation, and expresses support for AI development "slowdown" and "pause" proposals, leaning towards achieving decentralized slowdown via an open-source weights model rather than relying on coercive political means.

Serenity: Institutions Begin to Revalue Humanoid Robot Businesses, Chinese Manufacturers' Overall Production Capacity Expected to Reach 100,000 Units by Year-End

"White-Haired Stock Guru" Serenity posted on X platform, pointing out that IBK Research released a report last month on the Boston Dynamics supply chain. The report indicates that Boston Dynamics plans to achieve an annual production capacity of 30,000 units only by 2028, while Chinese robot manufacturers are expected to reach a total production capacity of 100,000 units by the end of 2026. This may lead institutions to begin revaluing the humanoid robot sector.In terms of the competitive landscape, the U.S. camp includes Tesla, Figure, Apptronik, and Agility Robotics, while Boston Dynamics is controlled by South Korea's Hyundai Motor Group. Major Chinese players include Unitree Robotics, Fourier Intelligence, AGIBOT, UBTECH Robotics, and XPeng Robotics. European companies include Neura, Pal Robotics, Wandercraft, and Oversonic.Additionally, IBK Research estimates that Atlas shipments will reach 11,290 units by 2028, and will increase to 20,000, 30,000, 40,000, and 50,000 units respectively between 2029 and 2032. However, Serenity questioned this linear growth model, arguing that the actual volume ramp-up curve is more likely to follow an S-curve. Serenity predicts that shipments could reach 15,000 to 20,000 units by 2028, increase to 40,000 to 70,000 units by 2029, and further rise to 90,000 to 140,000 units by 2030.

GPT-5.6 Full Series Models Officially Integrated into B.AI API Network

B.AI announces that OpenAI's latest generation GPT-5.6 full lineup of models has officially been integrated into the B.AI API network. Effective immediately, developers can directly access three distinctly positioned models through B.AI's single interface: GPT-5.6 Sol specializes in ultimate reasoning and complex tasks; GPT-5.6 Terra is perfectly suited for daily workloads; GPT-5.6 Luna prioritizes ultra-fast response and cost-efficiency. Whether you are building agents, optimizing workflows, or exploring the boundaries of AGI applications, B.AI provides you with flexible and stable compute support. Log in to the B.AI platform now to unlock the full capabilities of GPT-5.6 and let the next generation of AI work for you.

B.AI Will Make Its Debut at WebX 2026 Conference, Now Launching the "Treasure Hunt Journey" Rewards Event

B.AI has officially launched the "B.AI x WebX 2026 Treasure Hunt" reward campaign and confirmed its participation in the WebX 2026 conference held in Tokyo, Japan, accelerating the expansion of its AGI global footprint. To celebrate this debut in Japan, an interactive lucky draw event officially goes live from July 9 to July 15. Participants who follow the official account (@BAI_AGI), retweet the post, write down one thing they most want to achieve with B.AI, add the hashtag #BAIWebXJapan, and tag three friends can share the base prize pool of 100 USDT; if the number of participants exceeds 500, the total prize pool will be upgraded to 300 USDT. In addition, during this WebX conference, B.AI will unveil more exciting content centered around AI Credits and offline interactions, securing exclusive benefits for global ecosystem builders ahead of the conference opening.

Paradis Labs: Agility Plans Fourth Quarter SPAC Listing via CCXI, with Approximately $640 Million in Private Placement

Odaily Odaily Planet Daily reports that Paradis Labs announced on the X platform that Agility plans to go public via a SPAC merger with CCXI around the fourth quarter, with its stock ticker changing to AGLT. Its private placement fundraising amounts to approximately $640 million, with support from investors including AMZN, NVDA, SoftBank, DCVC, among others. Approximately 100 Digit humanoid robots have been deployed across 9 facilities including those of AMZN, GXO, Schaeffler, Toyota, and MELI. In Schaeffler's 8 deployed units and GXO's 3 pre-booked deployments, accuracy rates stand at around 98%. Agility states that the payback period for owning one Digit humanoid robot is approximately 1.1 years. Orders for Digit v5 exceed $300 million, with the version slated for release in 2026; the pipeline includes over 30 customers.Agility is the first company to utilize NVDA Halos for full-stack robotics safety. Its RoboFab facility in Oregon has an annual production capacity exceeding 10,000 units, with approximately 75% of components sourced from the United States. As annual production scales up to over 10,000 units, the bill of materials cost is expected to drop from $125,000 to approximately $15,000 to $20,000. Paradis Labs indicates that, combining technology and commercialization, Agility is the most advanced among Western humanoid robot OEMs; Figure's deployment at BMW remains controversial, TSLA currently does not sell any units externally, Apptronik has no current deployments, and Boston Dynamics has robotic products but its public listing progress is slower, with no customers expected at least until 2027.

DeepSeek sparks new round of "AI talent war"? Hiring for development, product, research, and various other positions

tonight, DeepSeek officially released recruitment information, stating that humanity is on the eve of AGI and inviting candidates to join DeepSeek to witness the development process of AGI. The recruitment information shows that open positions include full-stack development/algorithm, AI core system R&D, operations, product, model data strategy product manager/engineer, deep learning researcher, and functional departments. Work locations include Beijing and Hangzhou.Previously, several DeepSeek employees had been posting recruitment ads for various talents on platforms like Xiaohongshu and X, such as HR@一只大蜗牛 and Cui Tianyi from the Harness group. Earlier still, DeepSeek announced the completion of over $7 billion in financing, with a valuation exceeding $50 billion. The financing amounted to approximately RMB 50 billion, with Liang Wenfeng personally contributing RMB 20 billion. This large-scale recruitment may indicate a further escalation in the intensity of the domestic AI talent war, as AI professionals are entering a period of high market demand.

NVIDIA Launches Full-Stack Safety System “Halos for Robotics” for Physical AI Robots

NVIDIA officially announced the launch of NVIDIA Halos for Robotics, a full-stack safety system designed for robotics and Physical AI. It aims to unify AI computing capabilities with robot safety architecture, accelerating the large-scale deployment of next-generation autonomous robots in factories, warehouses, and logistics scenarios. It is reported that humanoid robot company Agility Robotics has become one of the first adopters of NVIDIA Halos for Robotics, applying it to the safety system construction of its humanoid robot Digit.

Global AI "Dark Horse Myth" Overturned Overnight: Accused of Being a Shell for Alibaba's Qwen

the "official" open-source model Rio-3.5-Open-397B, launched by IplanRIO, an IT company under the Rio de Janeiro City Government, has gained global popularity and been hailed as a rising force in Latin American open-source large models. Within less than 24 hours, this so-called AI "dark horse myth" was reversed, as the model was accused of being a "shell" version that is a weight-mixed variant of Alibaba's Qwen3.5 and NexN2Pro.Currently, IplanRIO has publicly apologized on the open-source community Hugging Face, admitting that an "operational error" led to the upload of a merged baseline version used for comparison. The open-source model team Nex-AGI has publicly alleged that this Rio model shows no traces of training by Rio itself, and that the so-called self-developed model is essentially a weight-mixed version of NexN2Pro and Qwen3.5-397B-A17B. (HuggingFace)

OpenAI Lawsuit: Microsoft CEO Satya Nadella Testifies in Court as Altman-Musk Dispute Escalates to Core Partnership Relations in the AI Giant

Odaily Odaily News: In the OpenAI lawsuit, Satya Nadella testified in court as Microsoft's CEO at the U.S. District Court in Oakland, California. The case centers on the ongoing legal dispute over OpenAI's non-profit structure and its path to commercialization. The lawsuit, filed by Elon Musk in 2024, accuses Microsoft of "aiding and abetting the breach of charitable trust obligations" during OpenAI's transition from a non-profit organization to a commercial entity. Microsoft has been making strategic investments in OpenAI since 2019, with cumulative investments reaching approximately $13 billion by 2023, making it one of OpenAI's most important external supporters.During the trial, Satya Nadella reviewed the early partnership between Microsoft and OpenAI, mentioning that the two parties had established deep technological and computing power collaboration before the launch of ChatGPT. In his earlier testimony, Musk stated that Microsoft's additional investment of approximately $10 billion in OpenAI in 2023 was the key turning point that prompted him to file the lawsuit, adding that the scale of the investment altered OpenAI's original non-profit-oriented structure. During the trial, Musk stated: "We are concerned they are turning a charitable organization into a commercial tool." He also questioned Microsoft's potential dominant position in the development of Artificial General Intelligence (AGI) and pointed out that its deep integration with OpenAI could impact the competitive landscape of the industry.The case is currently still under trial, and the debate surrounding OpenAI's governance structure, non-profit status, and control over the AI industry is expected to continue. (CNBC)

B.AI Partners with HTX DAO to Build Infrastructure for the AI Agent Era

According to an official announcement, B.AI has officially entered into a strategic partnership with HTX DAO to jointly build a new paradigm covering the entire AI and Web3 domains. B.AI is committed to becoming the foundational financial infrastructure for the AI Agent era; this collaboration will leverage HTX DAO’s decentralized governance ecosystem and accelerate the arrival of Artificial General Intelligence (AGI) through a more open and composable on-chain architecture. Moving forward, the two parties will explore areas including autonomous intelligent agent networks and on-chain intelligent services, driving the on-chain implementation of the intelligent economic layer.

Roundtable Space: B.AI Officially Launches—How Can Financial Infrastructure for the AI Agent Era Accelerate the Arrival of AGI?

As AI advances into the era of autonomous, collaborative agents, the B.AI platform has officially launched, delivering the critical “financial infrastructure” capabilities needed to enable deep participation of AI agents in value exchange—and overcoming the industry’s bottleneck in shifting from model-level capabilities to foundational support. As core infrastructure linking agents to economic systems, B.AI will host a dedicated Twitter Space on April 14 at 8 PM to deeply unpack how it is reshaping agents’ economic roles. By establishing seamless financial integration and collaboration standards, B.AI is accelerating the realization of the AGI vision through forward-looking technical architecture—unlocking new opportunities in intelligent productivity for users worldwide. Follow the official accounts @sunpumpmeme and @Agent_SunGenX, retweet the post, and tag three friends. Five lucky participants will be randomly selected to receive 10 USDT each.

SK Telecom Collaborates with Arm and Rebellions to Jointly Develop AI Data Center Inference Solutions

According to Yonhap News Agency, SK Telecom announced the signing of a trilateral memorandum of understanding (MOU) with UK-based chip design company Arm and Korean AI chip startup Rebellions to jointly develop AI data center inference server solutions. Under the agreement, the three parties will integrate Arm’s newly launched AGI CPU with Rebellions’ AI acceleration chip—RebelCard, scheduled for launch in Q3 this year—to jointly develop AI inference servers, which will be tested and validated at SK Telecom’s AI data centers. The Arm AGI CPU is optimized for high-density inference environments and large-scale AI deployments, while the RebelCard is specifically designed for large-scale AI inference.

Space Express: Sun Yuchen’s In-Depth Interpretation of B.AI’s Vision

During a Space livestream today themed “The Underlying Financial Infrastructure of the AI Agent Era: B.AI Officially Launches,” Justin Sun stated: In the future, national strength will no longer be measured by traditional GDP but by annual token consumption. Blockchain empowers AI with independent accounts and payment capabilities—transforming AI from a mere “tool” into a “digital lifeform” endowed with economic rights. In the imminent Agent era, individuals can drive countless “digital lobsters” to close the loop—from code to results—achieving geometric growth in productivity. This means B.AI is dedicated to building the foundational economic engine for the AGI era. It not only grants AI economic sovereignty through independent settlement but also lowers the barrier to innovation via an open-source ecosystem—making the emergence of “companies” possible. When AI can deliver instant feedback to provide individuals with a sense of security—and global settlement becomes instantaneous—humanity will truly achieve comprehensive liberation of productivity.

Justin Sun to Attend B.AI Space Live Stream, Unveiling the Underlying Logic of the AGI Economic Engine

B.AI, the foundational financial infrastructure for the AI Agent era, officially launches today to provide core support for autonomous economic activities of AI agents. At 21:00 Beijing Time on April 9, B.AI will host an English-language live-stream event on X Space. Justin Sun will join industry experts and community representatives to explore the underlying economic engine logic designed for AGI. This event is co-organized by @trondao and @DCBK2LA. To enter the draw for a 10 USDT reward, participants must follow @BAI_AGI, retweet the event post, and tag three friends.

B.AI Brand Launches AINFT Account Official Migration

According to an official X (Twitter) announcement, starting today, the original AINFT official account will transition to B.AI. The B.AI brand focuses on advancing Agent Finance—enabling AI Agents to autonomously perform tasks such as fund management, trade execution, and yield optimization—thereby granting AI genuine financial autonomy while accelerating the technical realization of Artificial General Intelligence (AGI). To ensure a smooth community transition, the rebranding will be implemented in phased upgrades, avoiding disruptions from an abrupt, all-at-once switch. During this process, AINFT will continue operating as a core sub-brand within the B.AI ecosystem. All AINFT-related content, technological updates, and community activities will migrate to the new channel @AINFTcom (https://t.me/AINFTcom).

B.AI Officially Launched: The Underlying Economic Engine Driving AGI Evolution

According to official announcements, B.AI (http://b.ai/), the foundational economic engine dedicated to driving the evolution of Artificial General Intelligence (AGI), has officially launched. As an infrastructure-level project designed for the AI Agent era, B.AI will build a standardized on-chain identity system and a frictionless payment protocol, granting machines independent economic sovereignty—enabling them to autonomously conduct value exchange and collaborative coordination, thereby transcending constraints imposed by the physical world and financial gateways. B.AI (http://b.ai/) not only aims to close the economic loop among agents and between humans and agents but also seeks to accelerate the emergence of AGI, realizing truly borderless intelligence and universal sharing of value. The official launch of B.AI (http://b.ai/) marks a pivotal leap from “tool intelligence” to “economic intelligence,” laying the foundational bedrock for building an open, equitable, and inclusive intelligent society.