Odaily News: Nitin Agrawal, CFO of AI cloud computing company CoreWeave, stated that the company recently signed a new lease contract for NVIDIA A100 GPUs, extending the term to 2029. He also mentioned that CoreWeave's older-generation NVIDIA GPUs are now "essentially fully leased out." (Business Insider)

Odaily星球日報訊 Zcash Labs 於週三正式啟動，旨在幫助企業克服採用隱私加密貨幣 Zcash（ZEC）的障礙。該組織早期工作重點包括技術整合與支援，以及資助能夠擴展 ZEC 現實世界應用場景的專案。

Odaily星球日报讯 知情人士透露，前 Google 首席科学家 Jeff Dean 创办的 AI 初创公司 Discovery Loop 正洽谈融资 10 亿美元，对应估值约 100 亿美元，目前具体融资条款仍可能发生变化。

Discovery Loop 旨在通过自动化机器学习、科学和工程以及并行执行数千项实验，加速科学与工程领域的发现。其初始融资由 Radical Ventures 和 Khosla Ventures 领投，Lightspeed、Kleiner Perkins 和 Doerr Capital 参投，Alphabet 为创始投资者及云服务合作伙伴。Discovery Loop 创始团队还包括 Sanjay Ghemawat、Quoc Le 和 Oriol Vinyals 等前 Google 核心研究人员。（businessinsider）

Odaily星球日报讯 明晟公司（MSCI）公布了MSCI股票指数2026年8月指数审议结果。在本次调整中，MSCI中国指数新纳入智谱、鼎泰高科、凯莱英、华峰测控、燕东微、国际复材等33只股票，剔除万科A、智飞生物等32只股票。调整将于8月31日收盘后生效实施。（中证报）

Odaily News: Brazilian Bitcoin treasury company OranjeBTC has announced the launch of the Digital Yield ETF (DIGY11), managed by 3R Investimentos, with index provided by MarketVector and custody by Banco Daycoval. It is expected to list on B3 in early September.

DIGY11 will trade in Brazilian reais on B3, offering daily liquidity and exchange rate protection. Income received from overseas assets will be converted to reais and distributed to holders monthly. The initial portfolio includes STRC issued by Strategy and SATA issued by Strive, with STRC having the highest allocation.

Based on current market conditions, the fund's expected annual distribution yield is equivalent to CDI plus approximately 3% to 5%. This estimate does not account for changes in share value and does not constitute a yield guarantee. DIGY11 does not directly invest in Bitcoin and tracks the MarketVector Bitcoin Treasury Preferred Equity BRL Hedged Index, developed jointly by OranjeBTC and MarketVector.

Odaily News According to the company's reported results, AI-related sales in fiscal year 2027 are expected to account for approximately 10% of Cisco's total revenue. The company expects full-year total revenue of $72.2 billion to $73.4 billion. This is the first time Cisco has provided a full-year AI revenue forecast. Some analysts believe this forecast is too conservative, as Cisco secured approximately $4 billion in AI-related orders in the quarter ending July 25 alone. Following the earnings release, Cisco's shares fell about 4% in after-hours trading.

Cisco CEO Chuck Robbins stated that the company's AI-related revenue in fiscal year 2026 was approximately $4 billion, while orders exceeded $9 billion. Since large AI orders are typically placed well in advance, there is a time lag between order conversion and revenue recognition. During the same period, Cisco's fourth-quarter revenue grew 18% year-over-year to $17.3 billion, beating market expectations of $16.8 billion; adjusted earnings per share were $1.22, above the expected $1.17. (Bloomberg)

Odaily星球日报讯 The Kobeissi Letter 在 X 平台发文表示，机构投资者正在抛售美国科技股。据高盛数据，截至 8 月 4 日当周，对冲基金、资产管理公司和其他机构投资者卖出 216 亿美元纳斯达克期货，创单周最高纪录。卖空交易占主导，占总卖出量的 72%。其中，对冲基金卖出 119 亿美元，资产管理公司卖出 74 亿美元。

机构投资者在纳斯达克期货的合计净持仓降至负 50 亿美元，自 2025 年 5 月以来首次转负。相比之下，该数字在 2025 年 10 月曾高达 540 亿美元。机构投资者正利用市场强势抛售。