TechFlow Intelligence Report: DeepSeek’s First Funding Round Valuation Nears $45 Billion; U.S. Stock Market Earnings Season Performance Far Exceeds Expectations
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TechFlow Intelligence Report: DeepSeek’s First Funding Round Valuation Nears $45 Billion; U.S. Stock Market Earnings Season Performance Far Exceeds Expectations
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DeepSeek’s First Funding Round Values It at Nearly $45 Billion
This valuation makes DeepSeek one of China’s highest-valued AI startups, signaling that domestic large models are now gaining top-tier capital recognition.
NVIDIA’s AI Equity Investments Exceed $40 Billion This Year
As an AI infrastructure supplier, NVIDIA is deepening its ties with downstream ecosystem players via equity investments—evolving from “selling shovels” to “holding stakes in gold miners.”
> Hot Take: NVIDIA has transformed itself from an “arms dealer” into the “king of venture capital”—investing even more than it earns from chip sales.
Gemini API Adds Multimodal Capabilities to File Search
Google has integrated multimodal capabilities into its RAG workflow, enabling developers to perform searches directly using images and videos—not just text.
Anthropic Leases Colossus Supercomputer Linked to SpaceX
The supercomputer features 220,000 NVIDIA GPUs. Anthropic leverages this massive compute capacity to close its infrastructure gap and compete head-on with OpenAI and Google.
OpenAI Lawsuit Reveals Internal Tensions Behind Its $852 Billion Valuation
The trial exposed early disagreements between OpenAI’s founding team and Elon Musk, underscoring that commercialization strategy remains a core point of contention across the AI industry.
Crypto Wallets Are Being Redesigned for AI Agents
Trust Wallet and Mesh revealed at Consensus Miami that next-generation wallets will natively support autonomous AI-agent trading and asset management.
Crypto / Web3
Trump Media Posts $406 Million Q1 Loss as Crypto Bets Sour
Trump Media had previously entered the crypto space with high-profile announcements, but this quarter’s financial report shows steep write-downs on related investments.
Virtuals Protocol Announces Launch of More AI Agents, Bots, and Business Applications
The protocol continues expanding its AI agent ecosystem on Base, covering inference, payments, security, and other domains.
Tech Companies
Tencent Increases Stake in Game Science—the Developer of “Black Myth: Wukong”—to 24%
Tencent becomes the sole external shareholder. Market concerns center on whether Tencent’s involvement could compromise Game Science’s creative autonomy.
Hot Discussion: The player community is divided—some see benefits for global distribution, while others fear “Tencent-ification.”
Huawei Pura X Max Surpasses All Foldable Phones in Initial Sales—Over 200,000 Units Activated in 10 Days
Domestic foldables continue breaking into the premium segment, and Huawei is regaining some users lost to Apple.
Elon Musk Enters AI Programming: SpaceXAI Desktop App Grok Build Leaked
Following Cursor and Claude Code, another tech giant enters the AI programming tools race.
Epic Games Cuts 1,000 Jobs but Stresses AI Won’t Replace Game Developers
AI tooling is accelerating across gaming, yet core creative roles remain safe from displacement—for now.
Chips / Hardware
Apple Pays Premium to Secure A18 Pro Chip Supply
Amid TSMC’s tight capacity, Apple is willing to bear higher costs to lock in advanced process nodes—potentially passing cost pressure onto iPhone pricing.
State Council Proposes Enhanced Planning for Computing Infrastructure Networks and Next-Gen Power Grids
Synergy between computing power and green energy is accelerating, with national-level recognition of computing infrastructure networks as strategic public infrastructure.
US Stocks / Finance
US Earnings Season Far Exceeds Expectations
The recently concluded earnings season revealed US equities are “shockingly strong,” with tech earnings resilience surpassing analyst forecasts.
Intel Foundry Gains Validation with Apple Chip Order
This marks Apple’s first foundry order with Intel, signifying a broader industry shift toward diversified suppliers.
> Hot Take: After years of waiting, Intel finally gets a “charity order” from Apple.
Iran Warns Countries Complying with US Sanctions Will Face Difficulties in the Strait of Hormuz
Global energy supply tensions intensify—oil supply disruptions over the past two months have already cost 1 billion barrels.
Hot Discussion: Shipping insurance premiums surge; multiple countries begin reviewing emergency energy reserve plans.
CNN | Tasnim News Agency (Iran)
UK Deploys Warship to Join Strait of Hormuz Escort Mission
Germany simultaneously advances plans to procure Tomahawk missiles, reflecting escalating European military engagement in the Middle East.
Today’s Undercurrent
NVIDIA sells both shovels and stakes in gold mines; Anthropic leases a supercomputer with 220,000 GPUs; DeepSeek secures a $45 billion valuation. Together, these three developments trace a full AI infrastructure arms race: capital floods top-tier model companies; model firms scramble for compute; and compute providers, in turn, use investments to lock in customers. Meanwhile, crypto wallets are being rebuilt for AI agents, and Elon Musk launches an AI programming tool—marking AI’s transition from the “model training” era into a new phase where “AI does the work itself.”
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