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Golden Finance reported on August 11 that, according to The Wall Street Journal, Anthropic is meeting with potential investors to boost confidence in what could be the largest IPO in history. The $965 billion AI giant faces a series of new challenges, including the popularity of low-cost AI systems, tensions with the Trump administration, and growing opposition to data center construction across the United States. According to people familiar with the matter, in recent weeks, investors have raised many such questions to Anthropic executives during pre-IPO meetings, asking how these factors might affect the company's growth, reflecting the enormous uncertainty that remains about who will win the AI race and the financial stability underpinning it. Executives downplayed the impact of competition from low-cost AI systems during the meetings, telling investors that Anthropic is highly focused on delivering cutting-edge AI models, according to people familiar with the matter. Anthropic plans to go public in September or early October, but has not yet disclosed specific pricing plans or timing, according to people familiar with the matter. During the meetings, Anthropic told some investors that it plans to further expand into healthcare and biology AI applications, according to attendees.

[Autumn IPO Approaching: Anthropic Reassures Investors Amid Multiple Challenges]Golden Finance reported on August 11 that, according to The Wall Street Journal, Anthropic is meeting with potential investors to boost confidence in what could be the largest IPO in history. The $965 billion AI giant faces a series of new challenges, including the popularity of low-cost AI systems, tensions with the Trump administration, and growing opposition to data center construction across the United States. According to people familiar with the matter, in recent weeks, investors have raised many such questions to Anthropic executives during pre-IPO meetings, asking how these factors might affect the company's growth, reflecting the enormous uncertainty that remains about who will win the AI race and the financial stability underpinning it. Executives downplayed the impact of competition from low-cost AI systems during the meetings, telling investors that Anthropic is highly focused on delivering cutting-edge AI models, according to people familiar with the matter. Anthropic plans to go public in September or early October, but has not yet disclosed specific pricing plans or timing, according to people familiar with the matter. During the meetings, Anthropic told some investors that it plans to further expand into healthcare and biology AI applications, according to attendees.

Autumn IPO Approaching: Anthropic Reassures Investors Amid Multiple Challenges

On August 11, Serenity published a note stating that Riot Platforms (RIOT) has reached a $9.1 billion agreement with Anthropic, with a contract term of 20 years. If all subsequent extension options are exercised, the total value could reach up to $16.1 billion. It also mentioned that AMD has exercised its option to expand the existing cooperation agreement with Riot, and Riot has signed a letter of intent with a potential tenant for another 1GW campus.

Regarding project progress, Serenity pointed out that the revenue inflection point for most data center hosting concept stocks may be concentrated in the second half of 2027. For example, the Riot-Anthropic collaboration is scheduled to deliver the first batch of 96MW capacity in December 2027, while the AMD-related 50MW capacity is expected to be fully online by May 2027.

Serenity said it finds "very interesting" that companies such as IREN, which were previously focused on Bitcoin mining, are gradually growing into AI data center and computing infrastructure providers.

[Serenity: Revenue Inflection Point for Most AI Data Center Firms Likely in H2 2027]On August 11, Serenity published a note stating that Riot Platforms (RIOT) has reached a $9.1 billion agreement with Anthropic, with a contract term of 20 years. If all subsequent extension options are exercised, the total value could reach up to $16.1 billion. It also mentioned that AMD has exercised its option to expand the existing cooperation agreement with Riot, and Riot has signed a letter of intent with a potential tenant for another 1GW campus.

Regarding project progress, Serenity pointed out that the revenue inflection point for most data center hosting concept stocks may be concentrated in the second half of 2027. For example, the Riot-Anthropic collaboration is scheduled to deliver the first batch of 96MW capacity in December 2027, while the AMD-related 50MW capacity is expected to be fully online by May 2027.

Serenity said it finds "very interesting" that companies such as IREN, which were previously focused on Bitcoin mining, are gradually growing into AI data center and computing infrastructure providers.

Serenity: Revenue Inflection Point for Most AI Data Center Firms Likely in H2 2027

August 11, sources familiar with the matter said Apple (AAPL) still plans to launch a fully upgraded iPhone centered on glass material to mark the 20th anniversary of the iPhone next year, following an analyst report claiming the plan had been scrapped.

[Apple Reportedly Still Plans Glass-Centric Upgraded iPhone for Next Year]August 11, sources familiar with the matter said Apple (AAPL) still plans to launch a fully upgraded iPhone centered on glass material to mark the 20th anniversary of the iPhone next year, following an analyst report claiming the plan had been scrapped.

Apple Reportedly Still Plans Glass-Centric Upgraded iPhone for Next Year

On August 11, according to CryptoSlate, the South Korean Supreme Court plans to revise the Civil Execution Rules to allow courts to require exchanges to disclose crypto assets held by debtors within 7 days of receiving the order, and to freeze, transfer, or liquidate related assets for civil debt enforcement. The comment period for the rules ends on August 11. If implemented as planned, they are expected to take effect on October 1; however, assets for which individuals hold their own private keys remain difficult to enforce directly.

[South Korea to Allow Courts to Order Exchanges to Disclose and Freeze Debtors' Crypto Assets Within 7 Days]On August 11, according to CryptoSlate, the South Korean Supreme Court plans to revise the Civil Execution Rules to allow courts to require exchanges to disclose crypto assets held by debtors within 7 days of receiving the order, and to freeze, transfer, or liquidate related assets for civil debt enforcement. The comment period for the rules ends on August 11. If implemented as planned, they are expected to take effect on October 1; however, assets for which individuals hold their own private keys remain difficult to enforce directly.

South Korea to Allow Courts to Order Exchanges to Disclose and Freeze Debtors' Crypto Assets Within 7 Days

On August 11, Bitwise Research Head Ryan Rasmussen stated that the stablecoin market will expand from the current $300 billion to $3-5 trillion, and the market severely underestimates the long-term value of Circle, the issuer of USDC. After Circle went public, its stock price fell 17%-20% due to concerns over regulatory issues with stablecoin yields, but the market only focuses on its reserve business, ignoring its second growth curve in payment infrastructure. In the long run, it has the potential to grow into a global payment giant comparable to Visa and Mastercard. Institutional estimates put the conservative size of the stablecoin market at $1.9-2 trillion by 2030, with Circle able to capture 25% market share, at which point the company's market value could reach $75 billion. Even if banks and consumer companies launch their own stablecoins, the market expansion space is sufficient to support Circle's continued growth.

[Bitwise Analyst: Stablecoin Market Could Reach Trillion-Dollar Scale, Circle's Stock Undervalued]On August 11, Bitwise Research Head Ryan Rasmussen stated that the stablecoin market will expand from the current $300 billion to $3-5 trillion, and the market severely underestimates the long-term value of Circle, the issuer of USDC. After Circle went public, its stock price fell 17%-20% due to concerns over regulatory issues with stablecoin yields, but the market only focuses on its reserve business, ignoring its second growth curve in payment infrastructure. In the long run, it has the potential to grow into a global payment giant comparable to Visa and Mastercard. Institutional estimates put the conservative size of the stablecoin market at $1.9-2 trillion by 2030, with Circle able to capture 25% market share, at which point the company's market value could reach $75 billion. Even if banks and consumer companies launch their own stablecoins, the market expansion space is sufficient to support Circle's continued growth.

Bitwise Analyst: Stablecoin Market Could Reach Trillion-Dollar Scale, Circle's Stock Undervalued

On August 11, according to Bloomberg, Rocket Lab said its Neutron rocket program still faces new delay risks, and the first launch could be postponed to 2027. The company plans to deliver Neutron to the launch pad in the fourth quarter as originally scheduled, but has not confirmed that the rocket can complete its first flight this year. Previously, Rocket Lab had targeted completing Neutron's first launch by the end of 2026. Rocket Lab said that Neutron's complex development cycle still has "risks and uncertainties," and the exact launch timing will depend on booster test results and other factors. Neutron is a larger, higher-performance rocket developed by the company based on Electron, with one of its goals being to compete with SpaceX's Falcon 9. In terms of financial results, Rocket Lab's quarterly revenue reached a record $234 million, above market expectations of $232 million; adjusted loss per share was $0.08, slightly worse than analysts' estimate of a $0.07 loss. The company expects third-quarter revenue of $250 million to $265 million, above the consensus estimate of $237 million. After the news was announced, Rocket Lab's U.S. shares fell about 2% in after-hours trading. Additionally, Rocket Lab announced that Kepler Communications has booked a dedicated Neutron launch mission, no earlier than 2028.

[Rocket Lab Warns Neutron Debut Could Be Delayed to 2027]On August 11, according to Bloomberg, Rocket Lab said its Neutron rocket program still faces new delay risks, and the first launch could be postponed to 2027. The company plans to deliver Neutron to the launch pad in the fourth quarter as originally scheduled, but has not confirmed that the rocket can complete its first flight this year. Previously, Rocket Lab had targeted completing Neutron's first launch by the end of 2026. Rocket Lab said that Neutron's complex development cycle still has "risks and uncertainties," and the exact launch timing will depend on booster test results and other factors. Neutron is a larger, higher-performance rocket developed by the company based on Electron, with one of its goals being to compete with SpaceX's Falcon 9. In terms of financial results, Rocket Lab's quarterly revenue reached a record $234 million, above market expectations of $232 million; adjusted loss per share was $0.08, slightly worse than analysts' estimate of a $0.07 loss. The company expects third-quarter revenue of $250 million to $265 million, above the consensus estimate of $237 million. After the news was announced, Rocket Lab's U.S. shares fell about 2% in after-hours trading. Additionally, Rocket Lab announced that Kepler Communications has booked a dedicated Neutron launch mission, no earlier than 2028.

Rocket Lab Warns Neutron Debut Could Be Delayed to 2027

HTX data monitoring shows that DOGE has broken through 0.07 USDT, currently reported at 0.07 USDT, with a 24H decline of 0.05%.

【DOGE breaks through 0.07 USDT】HTX data monitoring shows that DOGE has broken through 0.07 USDT, currently reported at 0.07 USDT, with a 24H decline of 0.05%.

DOGE breaks through 0.07 USDT

On August 11, Ming-Chi Kuo, an analyst at TF International Securities, stated that recent market rumors claimed TSMC had accumulated approximately $1 billion worth of Apple's 2nm processor semi-finished products due to tight DRAM supply, leaving them unable to complete packaging, and cited TSMC's Q2 earnings call mention of 'inventory days increase mainly due to 2nm mass production ramp-up' as supporting evidence. However, his industry survey shows that Apple's hardware shipments this year have indeed been revised down due to memory supply shortages, but Apple's processor orders to TSMC are placed at least about three months in advance, with production planned according to available memory supply, rather than asking TSMC to mass-produce semi-finished products in advance. Kuo said this does not mean TSMC would not produce and hold semi-finished products in advance, but if the supply bottleneck is not on TSMC's side, doing so would have no obvious practical benefit, and Apple has little reason to pay extra to require TSMC to operate this way. Therefore, he believes the situation of 'TSMC first stockpiling $1 billion in processor semi-finished products, then waiting for memory to arrive for packaging' has not occurred. He further pointed out that the increase in TSMC's inventory days in Q2 cannot be directly attributed to Apple processor semi-finished goods. First, during past mass production ramp-ups of new advanced processes, TSMC's inventory days typically also increased; second, besides semi-finished products, TSMC's inventory includes finished goods, raw materials, supplies, and spare parts; third, this year's 2nm customers are not limited to Apple, but also include IC design companies such as AMD and MediaTek.

[Ming-Chi Kuo: Rumor of TSMC Stockpiling $1B Apple Chips Due to Memory Shortage Is False; Related Orders Planned in Advance]On August 11, Ming-Chi Kuo, an analyst at TF International Securities, stated that recent market rumors claimed TSMC had accumulated approximately $1 billion worth of Apple's 2nm processor semi-finished products due to tight DRAM supply, leaving them unable to complete packaging, and cited TSMC's Q2 earnings call mention of 'inventory days increase mainly due to 2nm mass production ramp-up' as supporting evidence. However, his industry survey shows that Apple's hardware shipments this year have indeed been revised down due to memory supply shortages, but Apple's processor orders to TSMC are placed at least about three months in advance, with production planned according to available memory supply, rather than asking TSMC to mass-produce semi-finished products in advance. Kuo said this does not mean TSMC would not produce and hold semi-finished products in advance, but if the supply bottleneck is not on TSMC's side, doing so would have no obvious practical benefit, and Apple has little reason to pay extra to require TSMC to operate this way. Therefore, he believes the situation of 'TSMC first stockpiling $1 billion in processor semi-finished products, then waiting for memory to arrive for packaging' has not occurred. He further pointed out that the increase in TSMC's inventory days in Q2 cannot be directly attributed to Apple processor semi-finished goods. First, during past mass production ramp-ups of new advanced processes, TSMC's inventory days typically also increased; second, besides semi-finished products, TSMC's inventory includes finished goods, raw materials, supplies, and spare parts; third, this year's 2nm customers are not limited to Apple, but also include IC design companies such as AMD and MediaTek.

Ming-Chi Kuo: Rumor of TSMC Stockpiling $1B Apple Chips Due to Memory Shortage Is False; Related Orders Planned in Advance

According to Beating's monitoring, Anthropic has decided not to raise the API price of Claude Sonnet 5, making the launch price the long-term price directly. It will continue to charge $2 per million input tokens and $10 per million output tokens. The original plan to raise prices to $3 and $15 on September 1 has been canceled. On a unit-price basis, Sonnet 5 is one-third cheaper than Sonnet 4.6 in the long run, and its price is only 40% of Opus 4.8. Anthropic says it can already match Opus 4.8 in some high-intensity tasks. This low price was originally just a transitional measure. Sonnet 5 uses a new tokenizer (text segmentation rules), which can generate up to 35% more tokens for the same input. Anthropic said at the time that the launch price would keep the upgraded cost roughly unchanged. Now this price level is permanently retained.

[Claude Sonnet 5 Permanently Keeps Launch Price, One-Third Cheaper Than Predecessor]According to Beating's monitoring, Anthropic has decided not to raise the API price of Claude Sonnet 5, making the launch price the long-term price directly. It will continue to charge $2 per million input tokens and $10 per million output tokens. The original plan to raise prices to $3 and $15 on September 1 has been canceled. On a unit-price basis, Sonnet 5 is one-third cheaper than Sonnet 4.6 in the long run, and its price is only 40% of Opus 4.8. Anthropic says it can already match Opus 4.8 in some high-intensity tasks. This low price was originally just a transitional measure. Sonnet 5 uses a new tokenizer (text segmentation rules), which can generate up to 35% more tokens for the same input. Anthropic said at the time that the launch price would keep the upgraded cost roughly unchanged. Now this price level is permanently retained.

Claude Sonnet 5 Permanently Keeps Launch Price, One-Third Cheaper Than Predecessor

HTX data monitoring shows that TRX has fallen below 0.33 USDT, currently reported at 0.3298 USDT, with a 24H increase of 0.02%.

【TRX falls below 0.33 USDT】HTX data monitoring shows that TRX has fallen below 0.33 USDT, currently reported at 0.3298 USDT, with a 24H increase of 0.02%.

TRX falls below 0.33 USDT

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TRX falls below 0.33 USDT

Disclaimer：Il contenuto di cui sopra non rappresenta le posizioni di HTX.，HTX non fornisce alcuna raccomandazione di trading.。

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