According to a report by the Financial Times on July 6, BlockBeats reported that the UK Financial Conduct Authority (FCA) stated that a "race" is emerging in the financial sector to regulate artificial intelligence, and called for new regulatory powers to strengthen oversight of large models such as ChatGPT, Claude, and Gemini.

According to BlockBeats, on July 6th, SemiAnalysis reported that NVIDIA's latest rack-mount interconnect architecture, Kyber NVL144, has undergone a major adjustment just three months after its release, with its launch delayed by more than 12 months to 2028. The main reason is that the PCB planar design still faces challenges in terms of manufacturing feasibility.

Meanwhile, the NVL72x2 back-to-back rack architecture has been cancelled. This solution was originally intended to enhance the scalability of pure copper NVLink by deploying two Oberon racks back-to-back, but it was strongly questioned by the market and ultimately abandoned due to its complex structure and the high operational burden it placed on hyperscale cloud providers (CSPs).

Because CPO (Co-packaged Optics) technology is not yet mature, NVIDIA's larger-scale scaling solutions based on CPO NVSwitch (such as NVL576) may continue to be delayed, or limited to small-batch trial production. This means that NVIDIA lacks a stable large-scale-up solution until CPO matures.

In addition, the Rubin Ultra product roadmap has also changed: the originally planned "four-computing-chip" version has been cancelled, and only the "dual-computing-chip" version is retained, with the overall system-level performance expected to be reduced to about half of the original solution.

These adjustments mean that Nvidia's scale-up capabilities in the Rubin Ultra generation are limited. With the CPO NVSwitch unable to be deployed before the Feynman architecture, competitors such as AMD's MI500X or Google's TPU v8i may have a relative window of opportunity in terms of scaling capabilities for large-scale training clusters. Meanwhile, Nvidia is expected to fill market demand during the product transition period and maintain overall supply chain pacing by shipping large quantities of Oberon Rubin racks and their "Ultra" versions.

According to BlockBeats, on July 6, based on OnchainLens monitoring, one of the most profitable wallets on the Hyperliquid platform (related to Abraxas Capital, with a historical cumulative profit and loss of approximately $173.75 million) deposited $2 million into Hyperliquid an hour earlier.

The account currently holds a total position of approximately $35.92 million, of which approximately 98.5% are short positions.

The main holdings are as follows:

HYPE short position (5x leverage): approximately $20.51 million, with a floating loss of approximately $3.95 million.

SOL short position (10x leverage): approximately $6.76 million, with a floating loss of approximately $72,000.

Short position in GOLD (4x leverage): approximately $5.44 million, with a floating profit of approximately $184,000.

FARTCOIN short position (5x leverage): approximately $2.04 million, with floating profit of approximately $1.06 million.

Overall, the account has not yet incurred a loss of approximately $2.55 million, but has accumulated approximately $9.87 million in revenue through funding rates.