computing

According to Bloomberg, informed sources revealed that the U.S. government department responsible for investigating violations of chip export controls is currently conducting a systematic review of how Chinese AI companies obtain advanced chips from Nvidia through legal means, focusing on their behavior of renting computing power in third countries. This move stems from recent technological breakthroughs achieved by Chinese AI companies, indicating that they still have the capability to acquire and use top-tier hardware despite U.S. export restrictions on chips to China. Analysts believe that this review may prompt the U.S. to further tighten regulatory rules on computing power leasing in third countries to close existing loopholes in the export control system.

Elon Musk posted that he roughly estimates that about 25% of TeraFab's AI computing output will be used for Tesla Optimus, and about 75% will be used for AI spacecraft.

According to BeInCrypto, since November 2025, Bitcoin's 30-day average hash rate has decreased by 19%, dropping from 1,108 EH/s to 898 EH/s. Glassnode data shows that this nine-month decline is the longest in the network's history.This decline coincides with the largest capital migration in mining companies' history, with mining firms holding over $70 billion in AI contracts, and some of the power capacity originally used for Bitcoin mining has shifted to AI hosting, which may be difficult to return.

According to TechCrunch, AI research startup Mirendil has reached a multi-year partnership agreement with Google Cloud to gain large-scale computing resources to support its "self-improving AI" development.Mirendil co-founder and CEO Benham Neyshabur revealed that the total value of the agreement exceeds $100 million, which is about half of the $1 billion valuation seed round financing amount completed by the company at the end of June.Under the agreement, Mirendil will receive TPU and NVIDIA GPU computing resources provided by Google Cloud, as well as managed AI training clusters, to develop AI systems capable of continuously optimizing their own capabilities.It is reported that Mirendil is dedicated to developing "recursive self-improving" AI, which means AI systems can enhance their performance through continuous iteration, self-learning, and optimization. This direction is also a research area of interest for some of the top AI laboratories currently.

According to official social media news, Huobi HTX will hold a live debate themed "AI Infrastructure Inflection Point: The Ultimate Divergence of Computing Power Bubble and Storage Supercycle" today at 8 PM. At that time, Cong Ge, Jiezou Xia, Cha Ge, and Zhang Facai will represent the affirmative side, engaging in dialogue with the opposing representatives Xiyu, Chan Ge, Bafang, and Wenle, focusing on the core industry variables under the AI wave, and deeply discussing whether the demand for computing power is overestimated, whether there is a bubble risk in AI infrastructure, and whether the storage industry can usher in a new supercycle.

According to Jinshi reports, Musk stated that SpaceX expects its computing power to exceed 2 GW by the end of the year, and by the end of 2027, the computing power may be closer to 10 GW rather than 5 GW.

According to Jinshi reports, SpaceX is collaborating with NVIDIA to design the Starmind AI1 satellite computing payload.Each Starmind satellite will be equipped with NVIDIA Rubin GPUs and Vera CPUs to provide data center-level computing capabilities in space.

According to Jinshi reports, Anthropic has signed a $10 billion computing services agreement with an artificial intelligence cloud startup.

Former hedge fund manager and CNBC host Jim Cramer stated that due to concerns about quantum computing threatening Bitcoin's security, he plans to sell all of his BTC holdings. His statement stems from an interview with IBM Chairman and CEO Arvind Krishna, who said that investors should be wary of the challenges quantum computing may pose to modern cryptography in the next 3 to 4 years. Cramer believes that quantum computing could threaten the Bitcoin network in a similar timeframe. However, no one has independently confirmed how much BTC he holds or whether he has completed the sale.After his statement, Bitcoin continued to trade normally around $63,764, with some market participants viewing his comments as a "reverse Cramer" signal. Bitcoin uses the ECDSA signature mechanism based on the secp256k1 curve, and theoretically, a sufficiently powerful quantum computer could use Shor's algorithm to derive the private key from the public key. The risk is mainly concentrated on addresses with exposed public keys, including reused addresses, early wallet formats, and the brief time window after a transaction is broadcast but not yet confirmed. Researchers estimate that about 6 to 7 million BTC, accounting for approximately 30% of the supply, may fall into this category. Google Quantum AI estimated in March this year that breaking the relevant cryptographic mechanisms could require fewer than 500,000 physical qubits, reducing the previous estimate by about 20 times. However, current quantum systems typically only have hundreds to thousands of physical qubits, with even fewer logical qubits that have higher reliability. Most researchers expect that truly capable quantum computers for cryptographic breaking may not appear until the 2030s or even 2040s, making Cramer's 3-year prediction significantly earlier than most technological expectations.

According to official news, OpenAI has released research results stating that its next-generation AI model Astra has made progress in the fields of mathematics and theoretical computer science, involving areas such as high-dimensional geometry, coding theory, group theory, quantum complexity, post-quantum cryptography, and extremal combinatorial mathematics. The 10 published results include: the high-dimensional sphere packing problem, binary and spherical coding problems, non-sofic group problems, Connes rigidity conjecture, arithmetic circuit complexity problems, quantum parallel repetition problems, nearest vector problems, Ehrhart volume conjecture, multi-color Ramsey number problems, and extremal graph theory conjectures.It is reported that these results were derived using an internal version of the Astra model, with the computational cost of finding solutions amounting to approximately $2000 (calculated based on Sol API prices).Subsequently, human researchers used the same model to assist in compiling the results into a paper and generated verifiable proof certificates through the Lean formal proof system.

According to IT Home, the national supercomputing internet has officially launched the DeepSeek-V4-Flash-0731 model API calling service and model files.This version has undergone extensive post-training, significantly enhancing the agent's instruction-following capabilities, with performance in multiple benchmark tests comparable to the strongest closed-source models. Enterprises and developers can access it with one click without the need for environment configuration.The platform's AI community has gathered over 1,700 open-source large models and has become the first national resource pool of super-intelligent integrated computing power at the level of 100,000 cards.

According to Forbes, Vaulted CEO David McAlvany stated that he believes Bitcoin could disappear within the next four years due to quantum computing. He mentioned that once quantum computers can quickly solve the mathematical problems protecting Bitcoin private keys, "that will be the end of Bitcoin."However, McAlvany later admitted that he cannot determine whether the relevant breakthrough will occur in four years, five years, or two months. As of mid-2026, there are no quantum computers capable of cracking Bitcoin's encryption algorithms. His viewpoint is mainly based on concerns about the future development speed of quantum computing, rather than on already occurred security events.Galaxy Digital estimates that approximately 7 million BTC addresses have exposed public keys on-chain, worth about $470 billion; Glassnode's estimate is 6.04 million, accounting for 30.2% of the Bitcoin supply. Exposing public keys does not equate to assets being stolen; only when quantum computers can reverse-engineer private keys from public keys might these addresses face actual theft risks.McAlvany also compared Bitcoin to gold and questioned whether Bitcoin could exist for 5,000 years. He expressed relative confidence that gold will still exist by then, but Bitcoin "might exist, or it might not."Bitcoin developers currently have differing opinions on solutions. BIP-360 proposes to add quantum-resistant address types; BIP-361 plans to phase out support for old-style signatures, with assets that do not migrate in time potentially being permanently frozen, including those believed to belong to Satoshi Nakamoto. Supporters argue that freezing assets is better than allowing quantum attackers to steal and sell them, while critics view it as confiscation.Companies like BOLTS Technologies and American Fortress are also developing cross-chain quantum-resistant solutions. American Fortress completed an $8 million seed round in May and claims its technology can protect assets without requiring users to migrate addresses, but the relevant technical papers have not yet been published, and the design has not undergone public auditing.

According to BBX data, yesterday global listed companies disclosed the latest real announcements regarding adjustments in cryptocurrency assets and business payment applications, with the following core dynamics:Hyperscale Data monetizes 100 BTC to build an AI data center: U.S. listed company Hyperscale Data, Inc. (NYSE American: $GPUS) announced the sale of 100 bitcoins to fund the construction of its AI data center located in Michigan. The company's CEO William Horne stated that this move is "converting one balance sheet asset into another," and clarified that the company's underlying belief in bitcoin has not changed.Quantum Solutions sells 1,000 ETH to inject into AIDC business: Japanese listed company Quantum Solutions announced that it sold 1,000 ETH through its merged subsidiary GPT Pals Studio Limited (GPT) for $1.9 million (approximately 311 million yen). The proceeds from the sale will be fully invested in the expansion of artificial intelligence infrastructure (AIDC) and data center business.Vida Global seamlessly accesses bitcoin payroll through the Lightning Network: U.S. listed company Vida Global (NYSE American: $VIDA) announced the adoption of Voltage Credit to pay its global team members in bitcoin via the Lightning Network. This mechanism utilizes a revolving credit line to instantly issue bitcoin and repays the balance in U.S. dollars at the end of each month, similar to processing standard vendor invoices, allowing the company to establish a cryptocurrency payroll settlement channel without directly holding a bitcoin wallet or reflecting cryptocurrency assets on its balance sheet.

According to Jinshi reports, Meta Platforms announced that it has committed to invest nearly $700 billion in the future through long-term and short-term agreements for areas such as artificial intelligence data centers and cloud computing.

Samsung SDS stated in its earnings call that its strategic investment in the South Korean cryptocurrency exchange Dunamu is a "strategic layout for entering the digital asset infrastructure business." Both parties are discussing cooperation on stablecoin infrastructure, next-generation AI payments, and virtual asset financial system integration (SI). Samsung SDS President Lee Joon-hee mentioned that they will combine Dunamu's blockchain operation experience with Samsung SDS's capabilities in IT services, AI, cloud computing, and security to strengthen the digital financial infrastructure business.The earnings report disclosed on the same day showed that Samsung SDS's revenue for the second quarter was 3.7178 trillion won (approximately 2.6 billion USD), a year-on-year increase of 5.9%; operating profit was 231.8 billion won (approximately 160 million USD), a year-on-year increase of 0.7%. Among them, the cloud computing business revenue was 779.4 billion won, a year-on-year increase of 17%, with external cloud computing business revenue surging 75% year-on-year. The company plans to expand its AI infrastructure from the current 110MW to 230MW by 2029, and further expand to over 800MW by 2031. Samsung SDS previously announced an investment of approximately 20 billion won in Dunamu in May 2024.

According to Jinshi reports, Meta Platforms CFO stated that the overall computing power in the industry will remain tight in the foreseeable future.

Ethereum co-founder Vitalik Buterin published a new article introducing a novel cryptographic obfuscation technology called Diamond iO. This technology aims to address the extremely low efficiency of traditional indistinguishable obfuscation schemes, allowing programs to run while hiding internal logic and critical data. Although traditional iO technology possesses strong privacy protection capabilities, its operational costs are prohibitively high, making it nearly impractical. Diamond iO, by adopting more aggressive new cryptographic assumptions, enhances computational efficiency from "universe-level time consumption" to "planet-level time consumption," bringing it closer to practical application.Diamond iO is built on technologies such as Attribute-Based Encryption (ABE) and Fully Homomorphic Encryption (FHE). By encrypting programs, it allows users to execute the encrypted programs and obtain correct outputs without being able to view the internal code or hidden keys. This solution introduces a new input encoding mechanism and conditional decryption method, reducing computational complexity while ensuring the program logic remains hidden. Its core application scenarios include protecting programs that contain private keys, enabling secure software licensing, constructing trustless cryptographic services, and supporting blockchain and artificial intelligence systems with stronger privacy protection.However, Diamond iO is still in the early research stage, and its security relies on new cryptographic assumptions, including All-Product LWE and Evasive LWE, which require further research validation. At the same time, the technology still faces efficiency challenges such as high computational overhead and circuit depth limitations. Researchers believe that by optimizing underlying hash functions, improving homomorphic encryption schemes, and reducing security parameter requirements, Diamond iO is expected to become an important direction for advancing practical program obfuscation technology in the future.

NVIDIA released the open-source AI model NVIDIA Ising Calibration 1.5, designed for the automatic analysis of quantum processor (QPU) diagnostic data, and to autonomously determine device calibration schemes, achieving automation of the quantum computer calibration process. NVIDIA stated that Ising Calibration 1.5 is a visual language model (VLM) specifically designed for quantum computing calibration scenarios, capable of understanding experimental data from quantum chips and performing "zero-shot" analysis in the absence of historical cases, while also enabling context learning (ICL) with relevant experimental samples to help continuously optimize the operational state of quantum devices.In the QCalEval quantum calibration benchmark test, Ising Calibration 1.5 averaged about 10% ahead of similarly sized open-source models in zero-shot inference capability, and when using relevant experimental cases for context learning, it showed an approximately 86.5% performance improvement over the previous generation model, surpassing multiple open-source models and approaching the level of top closed-source large models. The model has 31 billion parameters and supports operation on NVIDIA Grace Blackwell and Vera Rubin data center GPUs. It also launched an NVFP4 quantized version, which can be deployed on a single consumer-grade GPU or NVIDIA DGX Spark, significantly lowering the usage threshold for quantum laboratories.NVIDIA claims that the training data for Ising Calibration 1.5 comes from various qubit architectures, including superconducting qubits, quantum dots, ions, neutral atoms, and helium surface electrons, providing calibration capabilities for different types of quantum computing devices. Industry experts believe that automated calibration is one of the key bottlenecks in the scalable development of quantum computing. NVIDIA's launch of this AI-driven quantum calibration tool signifies that AI models are beginning to extend from traditional computing domains into the quantum hardware control layer, potentially becoming an important component of the future quantum computing industry infrastructure.

According to a report by the WSJ, Nvidia has invested in the AI laboratory Safe Superintelligence (SSI), founded by former OpenAI chief scientist Ilya Sutskever. The two parties have reached a long-term cooperation agreement aimed at expanding SSI's computing resources while helping Nvidia secure important clients in the AI field. Both companies stated that Nvidia made a "large-scale" investment after understanding some of SSI's research progress, but did not disclose the specific amount.As part of the collaboration, SSI will receive a significant amount of Nvidia's flagship GPU resources, with its computing power expected to increase by an order of magnitude. Previously, SSI primarily relied on TPU chips provided by Google for AI research and development. This collaboration indicates that Nvidia is further expanding its AI chip ecosystem and binding future computing power demands through investments in top AI laboratories.SSI was established in 2024 by Ilya Sutskever, with the goal of developing "Safe Superintelligence." The company has previously raised about $2 billion in funding, with investors including Andreessen Horowitz and Sequoia Capital, and reached a valuation of approximately $30 billion last year. This is not Nvidia's first investment in an AI company founded by former core members of OpenAI. In March of this year, Nvidia also invested in Thinking Machines Lab, founded by former OpenAI chief technology officer Mira Murati, whose first AI model is trained on Nvidia hardware.Ilya Sutskever is one of the important researchers in the field of modern artificial intelligence, having co-founded OpenAI and promoted the development of large model technologies such as ChatGPT. However, after leaving OpenAI, he began to question the approach of solely relying on expanding data and computing power to drive AI progress, turning instead to explore new directions in superintelligence research.

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