According to CoinMeta, OpenAI's annual revenue is $20 billion lower than previously reported. Anthropic has updated its AI usage policy, prohibiting continuous abuse of Claude; in extreme cases, the conversation can be terminated. Google has launched a general-purpose Gemini AI intelligence entity to intensify its competition in the corporate office market. Lumentum indicates that demand for optoelectronic components is strong, and the situation of sold-out production capacity will continue until 2029. The data center company FirmusGrid IPO in which NVIDIA invested is facing challenges, with its $5.5 billion listing plan at risk of price cuts or cancellation. OpenAI a security researcher claims to have been suddenly fired, accusing the company culture of being affected by the "cicada effect." NVIDIA will invest $1 billion over the next 5 years to promote scientific research in the United States. Anthropic will make Claude available to more than 15 U.S. federal agencies. German company Singularity Robotics trains robots by filming human movements. Huang Kunming, Secretary of the Guangdong Provincial Party Committee, stated that Shenzhen should make every effort to accelerate the development of artificial intelligence and robotics industries. Institutions point out that the global wafer foundry 2.0 market revenue in the second quarter was $96.6 billion, a year-on-year increase of 25%.