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BREAKING: Grok 4.6 from SpaceXAI is now available in Microsoft Foundry Models. 🤖⚡ Organizations can now build with Grok 4.6 on Foundry, compare frontier AI models, run workload-specific tests, deploy managed endpoints, and use enterprise security and governance controls. Grok 4.6 is expanding further into the enterprise AI ecosystem.

BREAKING: Grok 4.6 from SpaceXAI is now available in Microsoft Foundry Models. Build with Grok 4.6 on Foundry, where organizations can compare frontier AI models, run workload-specific tests, deploy managed endpoints, and operate with enterprise security and governance controls.

在intc跌成狗的日子里，抄底抄在半山腰的我用算估值的方法给自己打气。 90块的Intc到底值不值呢？反正我是越算越值啊。 你看看，26Q2的这份财报，总营收16.13B。虽然官方对Q3的营收指引只有15.8B–16.8B，midpoint 16.3B。但如果延续前两个季度都beat midpoint至少10%的趋势，18B貌似也不是不可能。那么26财年全年的营收可能会逼近70B。总市值即便维持当前的8倍市销，那也值560B，折股价也差不多106。8倍市销在半导体行业啥水平？连总说被用周期股估值的MU现在都有12倍市销，最类似的同行，AMD的P/S超过20倍，TSM的P/S也有10倍。8倍也就只能吊打高通了，属于全行业倒数的位置。 如果分部门看，那就更悬了。Products部门营收15B有余，占比超过93%。这是个盈利部门，营业利润率31.8%，这比AMD整体的约17%高多了（INTC整体营业利润率约12%，被Foundry的严重亏损给拖下来了）。你甚至可以说，如果做部门拆分，Products部门依旧只按8倍市销走，也差不多就值100的股价了。 剩下的呢？intc有不少投资的。其中Mobileye，Altera都已经上市了。其他的不算，就这两家现有的市值，乘以intc的持股比例，合计都有差不多接近10B，折到股价里每股影响个1.8-2美元。Mobileye虽然营收并表，但收入在分部门里是计All Other的，不影响Products部门的估值。 最后还有Foundry这个大头呢。怎么算下来，现在90不到的intc，Foundry都是负资产啊。光资产价值都差不多100B的净资产。 就跟我几个月前完全低估了CPU市场的紧俏程度一样，我同样完全没想到intc股价都到90了，Foundry部门的估值还跟股价18块钱时一样，是个负资产。 所以你说intc贵不贵？120都可以算偏保守的合理估值（Foundr就算按市净率走，1倍那也是100B，折股价接近20美元）。

BREAKING: Goldman Sachs names Elon Musk’s Terafab as a major new driver of chip-equipment growth. Goldman included Terafab’s roughly $16.8B first-phase buildout in its Logic & Other forecast and says the project accounts for most of the added growth in this segment. Goldman believes Terafab’s impact is still in its early stages, with room for further forecast increases as later phases move forward. Goldman raised its global wafer-fabrication equipment forecasts to: • $150.3B in 2026, up 36% YoY • $217.5B in 2027, up 45% • $280.9B in 2028, up 29% The firm says growing AI demand is driving higher spending across DRAM, foundry and logic chips.

Anthropic 宣布将给 Claude 的输出内容加上机器可读的标记，包括文本中嵌入的隐形水印，以及生成文件中附加的数字签名元数据。8 月 2 日起（也就是上周），所有新发布的 Claude 模型已经开始执行这套标记机制。 这是 Anthropic 为遵守欧盟 AI 法案第 50 条签署的透明度行为准则。但执行范围不限于欧盟，全球所有使用 Claude 的地方都会生效。 具体来说有两层标记。 第一层是文本水印：Claude 生成文字时，会在文本中织入人眼不可见的水印，不影响阅读体验和内容质量。这个水印的特点是“跟着文字走”，你把 Claude 写的一段话复制粘贴到邮件、文档或博客里，水印依然在，一定程度的编辑修改后也可能保留。 第二层是文件元数据：Claude 生成 SVG、PNG、JPG 等文件时，会附加符合 C2PA 标准的签名元数据。C2PA 是 Adobe、微软、Google 等公司共同推动的内容溯源开放协议，OpenAI 和 Google 的图像生成工具已经在用。 覆盖面很广。API、Claude 官网、Claude Code、Claude Cowork、Claude Tag，所有产品线都适用。通过 AWS、Google Cloud 或 Microsoft Foundry 调用 Claude 时，文本水印同样生效，但文件元数据取决于各云平台的功能支持。 在此之前，Claude 一直没有公开部署过文本水印。OpenAI 此前开发过文本水印方案，但出于各种考虑一直没上线。Anthropic 这次直接在文本层面落地水印，算是 AI 大模型厂商中走得比较靠前的一步。 对于用 Claude 写东西的人来说，一个直接的影响是：你用 Claude 起草的邮件、报告、文章，里面都会携带可被机器检测的水印。Anthropic 表示正在开发配套的检测工具，未来第三方也能检测。 不过限制也很实际。检测到水印只能说明内容“可能经过 Claude 处理”，不能确认 Claude 是原始作者，因为很多人用它润色、翻译、总结已有内容。反过来也一样，检测不到水印不代表内容不是 AI 写的，文本被大量改写后水印会消失，太短的文本信号不够可靠，文件经过格式转换或截图也会丢失元数据。 8 月 2 日之前发布的现有 Claude 模型，Anthropic 正在补充标记功能，具体时间表还没公布。如果你基于 Claude API 构建产品，Anthropic 建议你独立评估欧盟 AI 法案第 50 条对自己的合规要求。 相关文档：

花了一晚上，成功让deepseek v4自己部署了自己。从头编译调试了vllm + dspark。90%的时间花在了找国内镜像源和配置下载上...（server上没法配代理）。最终rtx pro 6000跑到了200 tps +的成绩。感谢 @light_foundry 提供的recipes。sglang还是跑不通的状态。

This week sovereign wealth-backed capital came onchain, retail giants opened Solana to 8M+ households, and tokenized asset volume smashed another all-time high. Here's everything that shipped: 📰 Headline News - Morgan Stanley made Solana available to eligible E*TRADE clients, opening access across 8.7 million households - @Mubadala Capital’s Alternative Solutions Fund went live on Solana via @KAIO_xyz - @tryramp opened 24/7 stablecoin accounts and payments settling on Solana 📰 Launches - Intel tokenized stock ($INTC) went live via @Backpack Securities and @sunrise - @jtx_trade opened its unified trading surface for majors, memes, and RWAs to everyone - @LayerZero_Core and @KeetaNetwork brought tokenized bank deposits to Solana - @MetaMask activated gasless Solana swaps, covering gas fees for trades over $200 - @Lexur launched in public beta, aggregating Solana perps across Pacifica, Jupiter, Bullet, and more - @dopplerprotocol went live on Solana Mainnet - @hylo_so shipped xBTC, bringing liquidation-resistant 3x BTC exposure onchain - @Bulletxyz launched 24/7 trading with up to 10x leverage for metals, oil, and chipmakers - @trydapital debuted Dapital, a social trading network for RWAs, memes, and tokens - @altitude introduced Altitude Accounting to automate transaction classification - @Thea_AI launched AI inference routing and settlement on Solana - @RyderWallet added native SOL staking on Ryder One via @Meria_Finance and @yieldxyz - @CandyDigital enabled true self-custody for digital collectibles on Solana - @meleemarkets unveiled Parimutuel Market Maker (PMM) design for permissionless prediction markets - @Pumpfun introduced BOOST mode to reinject post-migration liquidity into token buybacks and burns - @risedotrich enabled cross-chain swaps to Solana powered by @deloraprotocol - @Beezie went live with zero-recycled-slab claw machine collectibles - @BananaZoneApp shipped Paid Play for @solanamobile users with real rewards - @streamflow_fi enabled NFT locking for time-bound collectible custody - @backyard_fi kicked off Backyard BBQ: Season 0 for yield rewards - @cleopetrafun launched Thesis Index to trade macro theses via prediction market baskets - @flint_trade_ launched streamlined liquidity quoting for Solana market makers - @tapmapfun launched Treasure Hunt for local business check-ins and rewards - @machinedotfun, @codecopenflow, and @peaq opened applications for The Foundry, a Physical AI accelerator - @TryNoahAI opened waitlists for Noah Accelerate to support Solana builders - @magicblock and @SuperteamMY opened applications for their VIP builder program - @fairdotclub partnered with @LaFamilia_so to expand private capital formation 📰 Milestones - Tokenized-asset trading volume on Solana reached a record $5.8B in Q2, up 114% QoQ - @byreal_io surpassed $4B in total trading volume - @kamino’s OnRe Market passed $200M in total market size - @humafinance PST crossed $200M market cap - @ExponentFinance crossed $120M TVL - @usdgo_official crossed $1B in circulating supply in 5 months - @Beezie reached $2M in total volume across 5965 claw pulls - Solana consumer card top-ups reached a record $94.32M in a single month in Q2 - @fomo logged 17.4K active daily traders executing on Solana If you enjoyed this week’s newsletter, please share it with an RT. Artwork by @Suffoca 🔥

SAMSUNG’S $200B BROADCOM DEAL IS BIGGER THAN A MEMORY SUPPLY CONTRACT. 📊 Samsung Electronics $005930 and Broadcom $AVGO have agreed to pursue more than $200B of semiconductor cooperation through 2030, covering HBM, advanced foundry manufacturing and packaging. Reuters separately confirmed the $200B Samsung–Broadcom portion of the wider Korea–US semiconductor agreements. The headline number is huge, but the strategic shift matters more. Samsung is trying to move from being viewed as a component supplier to becoming a full-stack AI semiconductor partner: Memory → Foundry → Advanced Packaging The reported scope includes HBM4 and HBM4E for Broadcom’s AI accelerators, sub-2nm foundry processes for key chip products, and integrated support from design optimization through packaging and mass production. That matters because Broadcom is one of the central players in custom AI accelerators and high-speed data-center networking. If this MOU converts into real production orders, Samsung would capture more value from each AI chip—not only memory revenue, but also manufacturing and packaging economics. For the Korean market, Samsung is the clearest direct beneficiary. Equipment, materials and packaging names may follow, but only after capacity expansion, supplier participation and actual purchase volumes are confirmed. I would not treat the entire $200B headline as booked revenue yet. This is still an MOU. The real revaluation depends on: → Final contract volumes → Product and process allocation → Production timing → Pricing and margins → Whether orders translate into utilization and earnings The headline creates expectations. Execution is what creates the rerating. $005930 $AVGO For reference only. This is not investment advice. Avoid excessive leverage, do not chase sharp moves and maintain strict risk management.

Two weeks before the United States govt confirmed it, the Apple-Intel deal was already called on Ep. 309 of The Six Five Pod. Not a packaging deal. A foundry test drive to 14A. @PatrickMoorhead on the Apple-Intel 18A-P structure, “There's an LOI sign between Apple and Intel... 18A-P is a good glide path...18A-P for Apple is the test drive to get to 14A. Once a real deal is done and commitments have been made, Intel will have to publicly disclose that because it would likely be a relevant stock event." Sell-side named Apple as the validation Intel needed. Pat’s victory lap record on semiconductors is 30/33.