Huang Renxun has left Beijing, and NVIDIA has not disclosed whether Huang Renxun met with the DeepSeek founder.

Per data from X platform, the official X account of Intercontinental Exchange (ICE), parent company of the New York Stock Exchange, has deleted its earlier tweet about its collaboration with Trade.xyz, while still retaining the repost of Trade.xyz’s promotional copy. Earlier, Bloomberg reported that ICE and Trade.xyz are partnering to bring perpetual contract products to the U.S. regulated market. The market will feature independent clearing, KYC (Know Your Customer) and AML (Anti-Money Laundering) systems, be built on Hyperliquid’s platform, and utilize Trade.xyz’s products linked to stock indices, commodities, and currency prices. The project is currently pending regulatory approval. ICE’s official X account had previously published a promotional post for the partnership, and the purpose behind the deletion remains unclear.

In response to external interpretations of his earlier comments about SpaceX holdings as an attempt to pressure Elon Musk, Binance founder Changpeng Zhao (CZ) issued a clarification, stating he never intended to sell his SpaceX shares nor had any motive to threaten anyone. CZ explained that referencing Binance’s SpaceX stake was to address discussions comparing Binance to FTX and questioning its financial standing, to show that Binance holds assets beyond cryptocurrency, not to pressure Musk. He stressed that Binance’s SpaceX holding is just a "drop in the bucket" relative to SpaceX’s total size, so it could never constitute a threat, and called SpaceX a high-quality stock worthy of long-term investment. Earlier, CZ had publicly disclosed that Binance invested $500 million when Musk acquired Twitter, and its current SpaceX stake is valued at over $1 billion. In response to Musk’s teasing, CZ previously said he hoped Musk would offer some support during Binance’s challenging period.

StonkFun announced that its website has resumed access. The team previously voluntarily took the site offline and migrated it to new infrastructure. All on-chain functions are currently operating normally, and no user impacts have been identified by the team. The official noted that some networks may take up to one hour to sync domain changes, advising users to wait one hour before connecting their wallets via the website.

Beating AI News Flash: OpenAI’s 28-day product sprint is now on Day 26. ChatGPT now supports fast account switching on iOS and Android, eliminating the need to repeatedly log out, with up to two accounts able to be logged in simultaneously. Chat history, memory, and subscriptions remain separate, and the desktop version will roll out the feature soon. Tibo also teased in advance that a "banked reset" (rollover credit reset card) will be offered in the final two days. Unlike the previous global reset that directly refreshed the quota, this reset opportunity will be stored in users’ accounts, allowing them to use it manually when their quota is nearly exhausted.

Alphabet, Meta, Microsoft, Amazon, and Oracle—five major tech giants—have pledged to invest more than $3 trillion over the coming years in AI infrastructure development, covering data center leasing, construction, energy, and equipment procurement. Among them, Google (a subsidiary of Alphabet) disclosed related spending pledges exceeding $1 trillion, nearly eight times higher than a year prior; Meta’s future spending commitment stands at over $800 billion, with slightly less than half coming from unlaunched data center leases, and payment terms extending up to 30 years. Data shows the five companies’ combined future leasing commitments total around $1.3 trillion, while other procurement pledges add up to roughly $1.9 trillion. However, disclosure standards vary across firms: some pledges also involve content licensing, consumer hardware, and other business lines, so not all can be classified as data center expenditures. Whether AI infrastructure investments will generate corresponding returns has become a key market focus. Large tech firms like Alphabet and Meta are facing pressure on free cash flow, while Oracle has already slipped into negative free cash flow due to AI data center investments. It plans to reduce upfront costs via supplier financing and customer prepayments, targeting a return to positive free cash flow by 2028.

Beating AI News (from Dongcha): Anthropic has recently added two restrictions to Claude Code’s Opus 5.5: it can develop original games and draw on existing game mechanics, but cannot directly replicate a specific game—even if renamed and presented as an original work. Anthropic engineer Addy Osmani confirmed the change, which is aimed at preventing intellectual property infringement. Independent developers have long grappled with AI’s rampant cloning of their work. In March this year, developer Freya Holmér unveiled a rotated version of Tetris; before its official launch, numerous AI-generated clones appeared. Game studio Digital Sun also canceled its planned public playtest over fears its new title would be preemptively copied by AI. However, distinguishing between legitimate gameplay inspiration and infringing replication is far from simple. Under U.S. copyright law, game mechanics and rules themselves are generally not protected by copyright, while specific expressive elements such as art, text, and code may be. Claude currently relies on prompt-based restrictions to curb cloning, which may not accurately differentiate between legitimate inspiration and infringing replication. Some users have observed that the same game code is permitted when asked to be “rewritten” by Claude, but rejected when instructed to be “replicated”.