Odaily reported that Haseeb, a partner at Dragonfly, posted on X platform, stating that without the development of the crypto industry, the current AI craze might not have emerged. He noted that over the past decade, Bitcoin miners have accumulated expertise in power acquisition, site selection, and large-scale infrastructure construction in remote areas, which has laid an important foundation for the expansion of today's AI data centers. Additionally, the demand for crypto mining has also helped Nvidia transition from a gaming GPU manufacturer to a supplier of AI computing chips.

Furthermore, core teams of several emerging AI cloud service providers, including CoreWeave, Crusoe, Together AI, and Nscale, have backgrounds in the crypto industry.

Odaily reported that Amazon will release its 2026 second-quarter earnings after the US stock market closes. According to LSEG statistics, the market expects the company's revenue to be $196.47 billion, with earnings per share at $1.82. AWS cloud business revenue is expected to reach $40.54 billion, and advertising revenue is forecast at $19.43 billion.

The market is also closely watching Amazon's progress in AI infrastructure investment. The company previously maintained its 2026 capital expenditure guidance of approximately $200 billion. However, after Alphabet raised its full-year capital expenditure forecast, several institutions anticipate that Amazon may also increase its full-year capital expenditure target. Morgan Stanley expects Amazon's capital expenditure this year to reach $218 billion and is optimistic about AWS maintaining long-term growth driven by partnerships with OpenAI, Anthropic, and others.

Odaily Odaily reports that Meta has disclosed in its quarterly securities filing approximately $278.99 billion in operating and finance leases that have not yet commenced and are not recorded on the balance sheet, mainly related to AI data centers. These leases cover data centers, colocation facilities, and some network infrastructure, and are scheduled to begin from the remainder of this year through 2036, with lease terms ranging from over 1 year to 30 years.

This figure represents an increase of approximately 53% compared to the $182.88 billion in future lease obligations disclosed by Meta in its first-quarter filing three months ago. Meta also disclosed that in July, after the end of the quarter, the company added approximately $68 billion in new data center lease commitments, expected to commence in 2027 and 2028, with lease terms of 18 to 20 years.

Earlier this month, Meta announced the expansion of its AI data center, Hyperion, in Louisiana, increasing its target computing capacity to 5 gigawatts. The project's expected cost exceeds $50 billion. During the second-quarter earnings call, Meta CEO Mark Zuckerberg stated that a significant portion of the company's computing power will be used to train AI models, power AI agents, and support core businesses.

In addition to future lease obligations, Meta also disclosed $349.31 billion in non-cancellable contract commitments, covering both short-term and long-term arrangements. The company stated that these commitments mainly involve third-party cloud capacity arrangements, as well as investments in servers, network infrastructure, data centers, and consumer hardware products for Reality Labs. Among these, $53.52 billion and $81.65 billion are due in 2026 and 2027, respectively.

Odaily รายงานว่า จากการตรวจสอบของ Julio Moreno ข้อมูลบนเชนของ Bitcoin ยังไม่มีสัญญาณของการขายแบบยอมจำนน (capitulation) ซึ่งบ่งชี้ว่าตลาดอยู่ในช่วงปรับฐานเล็กน้อย และอาจเผชิญกับการลดลงต่อไปอีก ในปีที่ผ่านมา ผู้ถือ Bitcoin รับรู้ขาดทุนแล้วประมาณ 136,000 BTC; ในรอบก่อนหน้านี้ เมื่อราคา Bitcoin แตะจุดต่ำสุด การขาดทุนที่รับรู้ประจำปีมักจะอยู่ที่ 1.3 ล้านถึง 3.7 ล้าน BTC Julio Moreno กล่าวว่าสิ่งนี้อาจหมายถึงปริมาณการขายแบบหยุดขาดทุนบนเชนในรอบนี้ต่ำกว่า หรืออาจยังมีพื้นที่ให้ลดลงอีกมากในอนาคต

Odaily reported that according to insiders, Ken Griffin's investment firm Citadel has acquired the majority of the equity portfolio from the AI hedge fund Situational Awareness.

As previously reported, Situational Awareness, founded by former OpenAI researcher Leopold Aschenbrenner, suffered heavy losses from AI-related trades and was forced to sell its equity assets to alleviate liquidity pressure. According to CNBC, the fund has liquidated all its public stock positions. (The Wall Street Journal)

Odaily Planet Daily News: In response to the incident where "AI stock god" fund Situational Awareness closed all its public stock positions after suffering massive losses, CNBC host Jim Cramer said this could mean the AI sector is facing a "market clearing event."

Cramer believes that when leveraged capital and forced selling have been fully released, the market often approaches a phase bottom. In addition, he pointed out that the strategy of going long on AI hardware and shorting software is not unique to any single fund, so this liquidation event may have broader implications for the entire AI trade.

Odaily รายงานว่า ข้อมูลจาก Coinglass แสดงให้เห็นว่า ในช่วง 1 ชั่วโมงที่ผ่านมา มียอด liquidation ทั่วเครือข่าย 11,021,800 ดอลลาร์สหรัฐ โดยส่วนใหญ่เป็นการ liquidation คำสั่งขาย (short positions) โดยที่ SanDisk มียอด liquidation 2,310,900 ดอลลาร์สหรัฐ, ChangXin Memory Technologies (CXMT) มียอด liquidation 934,500 ดอลลาร์สหรัฐ และ Micron Technology มียอด liquidation 806,900 ดอลลาร์สหรัฐ

Odaily星球日报讯 市场消息，谷歌 Deepmind 推出 Gemini Robotics ER 2 模型。

Odaily News: Multicoin Capital General Partner Shayon Sengupta revealed on the Hood House podcast that the firm is going long on Robinhood (HOOD), and HOOD is currently its largest public market stock position.

Odaily reported that on the evening of July 30, Beijing time, He Lifeng, China’s lead for China-U.S. economic and trade affairs and Vice Premier of the State Council, held a video call with his U.S. counterparts, Treasury Secretary Bessent and Trade Representative Greer. The two sides conducted candid, in-depth, and constructive exchanges focused on implementing the important consensus reached by the two heads of state during their Beijing meeting, maintaining stable economic and trade relations in the next phase, expanding practical cooperation, and properly addressing mutual concerns. China expressed serious concerns over recent U.S. economic and trade restrictive measures against China. Both sides agreed to, under the strategic guidance of the two heads of state, further leverage the role of the China-U.S. economic and trade consultation mechanism, strengthen communication, enhance mutual trust, dispel doubts, expand cooperation, promote stable and positive development of bilateral economic and trade relations, and contribute to building a constructive and strategically stable China-U.S. relationship. (Xinhua News Agency)

Odaily Planet Daily News: Bloomberg ETF analyst Eric Balchunas stated on the X platform that the negative correlation of waste management stocks is quite evident today, with DRAM up 13% and WM down 4%. He noted that the problem with a high-quality hedge is that it declines when other assets rise, and expressed uncertainty as to why waste management stocks have become a better diversification tool than bonds.