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Grok 4.5 overturned a graph theory conjecture that had baffled the mathematics community for 30 years in 8 minutes; Musk liked and shared it.

Grok 4.5 overturned a graph theory conjecture that had baffled the mathematics community for 30 years in 8 minutes; Musk liked and shared it.

``` Breakthroughs in AI within the field of mathematics are accelerating. Grok 4.5, a model under xAI, overturned a graph theory conjecture that has puzzled mathematicians for around 30 years in just 8 minutes during an informal internal discussion, drawing wide attention from the tech and investment circles. The event

SemiAnalysis: Kimi K3 crushes Nvidia's strongest open-source model; U.S. committee model fails

SemiAnalysis: Kimi K3 crushes Nvidia's strongest open-source model; U.S. committee model fails

``` Open competition among Chinese AI labs is bearing fruit. Renowned semiconductor and AI research organization SemiAnalysis published an article on Wednesday pointing out that The latest Kimi K3 model from Moonshot AI has vastly outperformed Nvidia’s flagship open-source model Nemotron 3 Ultra in benchmark tests. SemiAnalysis directly named Nvidia

Training Gemini 4 is too expensive! Barclays estimates Google will have negative free cash flow for two consecutive years.

Training Gemini 4 is too expensive! Barclays estimates Google will have negative free cash flow for two consecutive years.

``` A stellar earnings report from Google's parent company Alphabet did not bring relief, but rather a bigger bill. According to Zhuifeng Trading Desk, Barclays said in a July 22nd report that after Google released its second quarter 2026 results, Barclays sharply raised its 2027 capital expenditure forecast for

Gold has "rebelled": After $4,140, is it a reversal or a dead cat bounce?

Gold has "rebelled": After $4,140, is it a reversal or a dead cat bounce?

``` Gold has surged nearly 3% in two days, strongly breaking through $4,140, crossing four moving averages. But is this a reversal or a rebound? HSBC and JP Morgan both call this a "technical correction," but some in the market are already shouting "bullish trend established."

AI chips prop up South Korea’s economy: Q2 GDP grows 3.7% beating expectations, but domestic demand remains weak

AI chips prop up South Korea’s economy: Q2 GDP grows 3.7% beating expectations, but domestic demand remains weak

``` The ongoing boom in artificial intelligence investment continues to drive up semiconductor demand, becoming the most important growth pillar of the Korean economy. Second quarter GDP once again exceeded expectations, showing that the export engine centered on memory chips is still providing support for this export-oriented economy. Preliminary data released

MLCC also enters the "long-term agreement era": Samsung Electro-Mechanics signs a $200 million long-term agreement with a tech giant, securing supply through 2027.

MLCC also enters the "long-term agreement era": Samsung Electro-Mechanics signs a $200 million long-term agreement with a tech giant, securing supply through 2027.

``` Samsung Electro-Mechanics is pushing the AI server MLCC business onto a "long-term contract" track, a trend that is reshaping the supply and demand structure of this core electronic component. According to reports, Samsung Electro-Mechanics disclosed on July 23 that the company had signed an MLCC supply contract worth

Agent era CPU roadmap battle: NVIDIA bets on "faster single core," AMD bets on "more concurrency."

Agent era CPU roadmap battle: NVIDIA bets on "faster single core," AMD bets on "more concurrency."

What Nvidia and AMD are competing for is not only whose CPU is faster, but who gets to define the benchmarking standards for CPUs in the AI era. Nvidia recently disclosed the most detailed technical information about its Vera CPU architecture. This processor is equipped with 88 self-developed Olympus ARM