cp

NVIDIA (NVDA.O) Chief Financial Officer stated that the company is fully focused on producing the next generation Vera CPU.

NVIDIA officially announced that SpaceXAI will deploy the NVIDIA Vera CPU to accelerate its next-generation agent-based AI applications. Vera is the first CPU specifically built for AI agents, featuring 88 NVIDIA self-developed Olympus cores, utilizing spatial multithreading technology and LPDDR5X high-bandwidth memory, with a bandwidth of up to 1.2TB/s. In scenarios such as agent-based AI, reinforcement learning, and data processing, the task completion speed can be improved by up to 1.8 times compared to x86 CPUs.Mike Nicolls, President of SpaceXAI, stated that the CPU performance and memory bandwidth of Vera are sufficient to support large-scale task orchestration, code execution, and data processing, allowing GPUs to operate at peak efficiency, thus gaining more effective output per watt of computation.SpaceXAI also plans to expand the AI infrastructure behind Grok based on the NVIDIA Vera Rubin platform, moving towards gigawatt-level computing capacity. Vera Rubin integrates NVIDIA accelerated computing, NVLink interconnect, Spectrum-X networking, and BlueField data processing technologies, aiming to reduce the cost per token and improve the overall energy efficiency of AI factories.More notably, SpaceXAI will send an optimized version of the Vera Rubin NVL72 system into space, with its first-generation Starmind AI satellite adopting this rack-level architecture, becoming the first iconic deployment of NVIDIA accelerated computing extending from ground data centers to orbital computing.

According to the Industrial and Commercial Times, there are widespread rumors in the market that TSMC intends to invest over 30 billion New Taiwan dollars to acquire AUO's two old-generation panel factories, L7 and L5C, located in the Central Taiwan Science Park, adjacent to TSMC's plant, to reserve space for large-size packaging such as CoPoS and FOPLP. Informed sources indicate that TSMC has sent personnel to complete on-site audits, and AUO plans to prioritize the disposal of the two factories, aiming to submit to the board of directors in October, with an estimated completion of production line relocation and factory vacating by the end of the first quarter next year. Both TSMC and AUO have not confirmed this transaction.Semiconductor industry analysts suggest that TSMC is extending from the A14 advanced process and advanced packaging to the COUPE silicon photonics platform, leveraging Taichung's role as a hub for precision optical components to build the Central Taiwan Science Park into a CPO ecosystem. TSMC's existing Fab 15A in the Science Park mainly uses a 28-nanometer process and can support the manufacturing of silicon interposers; the second phase of the Science Park, Fab 25, is planned to build four A14 wafer fabs, with the first two already entering steel structure construction, and the first factory striving for completion before April 2027. The existing advanced packaging and testing facility AP5 in the Science Park has already started CoWoS production, and in the future, it will integrate electronic and photonic chips through the COUPE platform.On the optical side, Largan Precision has recently acquired land and factories in Nantun, Taichung Industrial Zone, and nearby precision machinery clusters, with three transactions totaling approximately 2.568 billion, interpreted by the market as a warm-up for CPO mass production. The company has obtained its first mass production order for fiber optic arrays, with the first automated trial production line aiming for completion by the end of the third quarter, and mass production expected as early as mid-2027, while also laying out micro-lens arrays and integrated FAUs.

Coinbase Markets announced on its official X account that it has added Cluster Protocol (token code CP) to the Coinbase asset listing roadmap today.Inclusion in the roadmap means that the asset has entered Coinbase's internal evaluation and compliance review process, but it does not equate to confirmation of listing. The specific listing time and trading pair arrangements still depend on the progress of subsequent reviews.

According to QCP, the preliminary consumer confidence index for the University of Michigan in the U.S. dropped to 51 in August, and retail sales in July decreased by 0.6% month-on-month. Coupled with previous weak employment data, market expectations for the Federal Reserve's short-term tightening policy have decreased.Federal funds futures indicate that the probability of a 25 basis point rate hike in September is about 30%.

According to monitoring by Catcher Predict, in the event "LoL: MVK Esports vs. CTBC Flying Oyster - LCP Group Stage" on the prediction market Polymarket, the "Yes" option for the sub-market "Both teams kill a dragon" has experienced a sharp fluctuation in winning probability, soaring from 50% an hour ago to the current 90% (a fluctuation of 40%). Please note the impact of related breaking news.

In July, the seasonally adjusted core CPI in the United States recorded a month-on-month increase of 0.2%, rebounding from the previous month and meeting market expectations.

The U.S. July seasonally adjusted core CPI year-on-year is 2.5%, expected 2.50%, previous value 2.60%.

The U.S. July seasonally adjusted CPI annual rate is 3.4%, expected 3.4%, previous value 3.50%.

The US July CPI report will be released tonight at 20:30. The market generally expects that the decline in gasoline prices will lower inflation, further weakening interest rate hike expectations, but the conflict in the Middle East has not subsided, and core service inflation remains sticky.

Luke Dashjr has randomly determined that BLAKE2b will be the new POW algorithm for the BIP-110 chain, expected to replace the currently used SHA-256d algorithm in Bitcoin. Compared to SHA-256d, BLAKE2b is more suitable for mining with general-purpose CPUs/GPUs, being more CPU-friendly, which can reduce the advantages of existing Bitcoin ASIC miners.Previously, it was reported that Luke Dashjr plans to officially implement the BIP-110 hard fork on September 1, making it an independent blockchain and generating a new token distinct from Bitcoin. Luke Dashjr has had his Bitcoin BIP editing permissions revoked by the Bitcoin BIP editing team.

According to The Block, supporters of the open-source Bitcoin payment processor BTCPay Server have pledged to establish a bounty for recovery: 10% of the recovered funds will be awarded, with a maximum of 3 BTC if the full amount is recovered.BTCPay disclosed last Friday that a serious vulnerability is being actively exploited and urged users to upgrade as soon as possible. This vulnerability allows attackers to obtain LND administrator credentials, thereby gaining full control over connected Lightning wallets. BTCPay stated that on-chain wallets (including hot wallets) are not affected and did not disclose the total amount of losses or the number of affected nodes.

This week will see several important events and data. On Monday, the Bank of Japan will release the summary of opinions from the July monetary policy meeting. On Tuesday, the Reserve Bank of Australia will decide on interest rates and hold a press conference. On Wednesday, the United States will release the July CPI data and EIA crude oil inventory. On Thursday, the UK and Eurozone will publish various economic data, and JD.com and Tencent will release their financial reports. On Friday, France and the Eurozone will release CPI and GDP data, and a new round of pricing adjustments for domestic refined oil will begin.

Economists surveyed by Reuters expect that the overall CPI year-on-year in the U.S. for July will drop from 3.5% in June to 3.4%; the core CPI year-on-year is expected to decrease from 2.6% last month to 2.5%. Economists at Citigroup believe that, as expected, if there is a second consecutive month of soft inflation readings, it would indicate that more than one month of data points to easing inflation pressures, which would essentially rule out the possibility of a rate hike in September. However, economists also expect that core service sector inflation will rise slightly in July, with prices increasing by 0.3% month-on-month.Previously, the data remained flat from May to June. Analysts at Bank of America stated that a rebound in core service sector indicators could keep the September rate hike on the table. Analyst Kate Duguid noted that if the latter view prevails and inflation data comes in below expectations, then the Federal Reserve's rate hike could be delayed until December or later.

Institutional analysis indicates that the market generally expects the U.S. CPI to rise by 0.1% month-on-month in July after a decrease of 0.4% in June. The core CPI month-on-month rate, excluding fuel and food, is expected to be 0.2%, with a year-on-year rate expected to be 2.5%, the smallest year-on-year increase since February. After the weak non-farm payroll report for July was released on Friday, the slowdown in inflation may help alleviate inflation concerns within the Federal Reserve. Previously, at the meeting on July 29, three officials voted in favor of raising interest rates.The CPI report may show that price pressures related to energy have eased, which had sharply intensified in the months following the outbreak of war between the U.S. and Iran at the end of February. At the beginning of July, retail gasoline prices fell to their lowest point in nearly four months, before rising again to over $4 per gallon by the end of the month. The report may also indicate that as jet fuel costs stabilize, ticket prices have also decreased.

According to Cointelegraph, BTCPay Server has temporarily restricted public remote connections to Lightning Network nodes running the Lightning Network Daemon (LND) software after attackers exploited a serious vulnerability to obtain credentials and transfer funds.BTCPay stated that this restriction prevents external wallets like Zeus from connecting through the BTCPay Server domain. BTCPay mentioned that Lightning payments can continue, and they plan to restore remote access options when they deem it safe.

According to Decrypt, the Bitcoin payment processing project BTCPay Server has warned users of a serious vulnerability in its servers that is currently under active attack. Attackers may exploit this vulnerability to gain unauthorized access and cause financial loss. Administrators are required to upgrade to version 2.4.2 immediately and confirm that the server footer shows the update is complete.If an upgrade cannot be performed in a timely manner, the official recommendation is for users to temporarily shut down BTCPay Server to prevent further attacks. Additionally, BTCPay Server advises users to change any potentially exposed macaroons credentials, recreate the macaroons.db file, and refresh the authentication strings for other Lightning Network backends.

Bitcoin News posted on the X platform that BTCPay Server stated a serious vulnerability is being actively exploited, which may lead to financial loss. Users should immediately update to BTCPay Server v2.4.2; users who cannot update immediately should shut down their BTCPay Server until the update can be installed to prevent unauthorized access.