Odaily星球日报訊 人工智慧的快速發展正在推動美國大型資料中心建設潮持續升溫。然而，美國輸電系統老舊且效率低下，面對資料中心的高耗電量，美國電網承受巨大壓力。美國紐約州近日就暫停了大型資料中心建設的審批。美國媒體指出，電力供應瓶頸也制約著美國的資料中心建設。 (CCTV 國際時訊)
Odaily星球日報訊 英偉達於7月21日發佈新一代Spectrum-6乙太網路交換系統，用於支援基於Vera Rubin平台的超大規模AI基礎設施。該系統單交換容量達102.4Tbps，是上一代產品的兩倍，旨在連接數十萬級GPU和CPU，為大規模AI訓練、智能體應用及推理任務提供網路支援。
英偉達表示，Spectrum-6將作為下一代Spectrum-X Ethernet平台的核心元件，透過高頻寬、智慧流量管理和故障恢復能力，提升AI工廠的整體計算效率。CoreWeave、微軟、Nebius、SpaceXAI和特斯拉等AI基礎設施建設者將成為首批部署用戶。
Odaily星球日報訊 美國總統特朗普：我們與伊朗的事情遠未結束。我們現在不會離開，已經對伊朗產生了重大影響。我們的協議將不允許伊朗擁有核武器，將打擊伊朗考慮用於核武器的任何地點。伊朗還什麼都沒見識過，我們一直很克制。我們將很快、非常猛烈地打擊鎬山地區。(金十)
Odaily Planet Daily News US President Trump stated that our dealings with Iran are far from over. He previously said Iran wanted to meet, but we are not interested. I have no interest in meeting with them until Iran is ready. (Jin Shi)
Odaily星球日報訊 彭博 ETF 分析師 Eric Balchunas 在 X 平台發文表示，經過一段時間思考，他認為 Warren Buffett 等人可以或應該選擇 Trump Accounts 作為捐贈股票的目的地。他表示，此舉可同時實現多項目標：一是立即縮小財富差距，尤其是在像 Dell 一樣針對低收入郵遞區號地區的情況下，因為這些人的財富幾乎全部來自股票；二是提升金融素養，捐贈股票將促使人們學習市場和投資等知識；三是遏制「再分配」經濟政策和政治人物的興起；四是擴大影響，尤其是 95 歲的 Buffett 若向兒童贈送 Berkshire 股票，他們將成長為 Berkshire 投資者；五是避免管理不善、抽成和資本利得稅，捐贈將 100% 直接流向目標對象，且無需繳納資本利得稅。
Odaily Planet Daily News: Trump stated that Iran wants to meet, but we are not interested. There will be no interest in holding a meeting until Iran is ready. (Jin Shi)
Odaily Planet Daily News: Nvidia (NVDA.O) stated that its latest generation Vera Rubin chip architecture is being delivered to customers, helping to consolidate its leading position in the industry. Ian Buck, Vice President and General Manager of Nvidia, said that computing systems based on Vera Rubin technology have been delivered to major AI companies and have entered the deployment phase. "We have fully entered the mass production phase, and all major customers are currently deploying related systems." (Jin Shi)
Odaily Planet Daily News Vitalik posted on the X platform, stating that a new type of "high-level programming language" worth trying is one that compiles into Lean (or HOL, etc.), with the focus being on making definitions and theorems as easy as possible for humans to read. Not the proofs, because as long as the proofs are correct, that is sufficient; the key lies in the definitions and theorems themselves. Its envisioned use case is that AI outputs a long proof, and the reader needs to understand as effortlessly as possible the precise claims that have actually been proven in these outputs.
Odaily Planet Daily News Google announced that Gemini 3.5 Pro is currently being tested with partners and plans to launch it broadly as soon as it is ready. Pre-training for Gemini 4 has already begun. (Jinshi)
Odaily星球日報訊 長鑫科技戰配最終認購結果出爐。30 家戰配初始配售股數為 33.44 億股，實際最終認購股數為 16.67 億股，實際認購股數約縮水一半。引發市場猜測。據悉，這與業內一般做法有關。
對於戰配的股份數量，一般初始的設計多會按照法規的上限，留出冗餘度。對於長鑫科技大體量的發行，戰配的獲配上限就是 33.44 億股（發行數量的 50%），後期再根據實際情況進行回撥。據悉，雖然實際認購數量有所減少，但是 30 家戰配實際認購金額與當初的承諾認購金額一致（144.37 億元）。此外，這部分差額股份轉到了網上申購，顯著提升了網上打新的中籤率。（金十）
Odaily Planet Daily News The U.S. Treasury bond market declined, with 10-year and 30-year yields rising to their highest levels in about two months. The surge in crude oil prices has raised concerns that inflationary pressures may prompt the Federal Reserve to raise interest rates. On Tuesday, yields on U.S. Treasuries across maturities generally rose by 2 to 4 basis points, with the 10-year yield once climbing to 4.64%, hitting its highest level since late May. As the U.S. and Iran engaged in strikes against each other for the 10th consecutive day, the U.S. dollar strengthened against most major currencies.
Odaily星球日報訊 Solana 生態 Meme 幣發行平台 Pump.fun 宣布推出全新「BOOST 模式」（BOOST Mode），將作為未來所有 Pump.fun 新發行代幣的標準啟動機制，為完成遷移（bonding curve 遷移）的代幣注入額外流動性。
Pump.fun 聯創 alon 表示，目前每年有超過 1 億美元的流動性在代幣從綁定曲線（bonding curve）遷移至流動性池時流失。透過 BOOST 模式，平台將把未來流動性重新注入每一個完成綁定的代幣生態。該機制將使每個新遷移代幣的流動性提升約 20%，同時不會改變用戶在綁定曲線交易階段或流動性池中的交易體驗。
Odaily According to MSX.COM data, the Bitcoin concept sector in the US stock market continues to climb. Bitcoin has broken through the 66,000 mark, currently up over 2.3% at $66,694. Strategy (MSTR.US) is up over 5%, Coinbase (COIN.US) is up over 12%, and Robinhood (HOOD.US) and Circle (CRCL.US) are both up over 7%.
On the news front, sources indicate that US President Trump has agreed to include ethical provisions in the
