1. OpenAI's annualized revenue is $20 billion lower than previously reported.
2. Anthropic updates its AI usage policy: Prohibiting continued mistreatment of Claude; dialogue can be terminated in extreme cases.
3. Google launches the general-purpose Gemini AI agent, intensifying its competition in the enterprise office market.
4. Lumentum: Demand for optoelectronic components is strong; "sold-out" production capacity will continue until 2029.
5. FirmusGrid, a data center company invested in by Nvidia, faces a lukewarm IPO; its $5.5 billion listing plan faces the risk of price reduction or cancellation.
6. An OpenAI security researcher claims to have been suddenly fired, blaming the company culture for a "chilling effect."
7. Nvidia will invest $1 billion over the next five years to promote scientific research in the United States.
8. Anthropic will open Claude to more than 15 US federal agencies.
9. German robot manufacturer Silling trains robots by filming human movements.
10. Guangdong Provincial Party Secretary Huang Kunming: Shenzhen will mobilize the entire city to accelerate the development of the artificial intelligence and robotics industries. 11. According to reports, the global foundry 2.0 market revenue reached $96.6 billion in the second quarter, a year-on-year increase of 25%.
