UN Security Council Will Get Advice on AI Risks From Tech Giants Building It
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Tether CEO warns AI giants' computing power subsidy model: Multiple cycles of mismatch continue to accumulate industry risks.
On July 4th, PANews reported that Tether CEO Paolo Ardoino published an article on the X platform, questioning the current expansion model of AI giants subsidizing computing power in exchange for user scale. He stated that leading global AI technology companies are continuously increasing their investment in computing infrastructure to seize market share, resulting in huge capital expenditures. However, the economic depreciation cycle of computing assets such as GPUs and servers is only 3 to 5 years, and the hardware depreciates extremely quickly. This creates structural mismatch risks: token prices are decoupled from the real value of assets, the profit realization cycle lags behind the capital investment cycle, and the cost of capital does not match the debt repayment period. At the same time, open-source AI models continue to divert market demand and compress commercial revenue space.
The world's three largest storage giants have entered a "technical bear market".
Mars Finance reported on July 8th that Micron Technology, Samsung Electronics, and SK Hynix, the three giants of AI storage that once led the market boom in 2026, have all fallen by more than 20% (in nine trading days) from their closing highs on June 25th, officially entering a technical bear market. (Wide Angle Observation)
Zhang Yuhang of Beijing Municipal Bureau of Economy and Information Technology: Building a 10,000-calorie computing power cluster, aiming to add over 70,000 petabytes of intelligent computing power this year.
According to Mars Finance, Zhang Yuhang, a second-level inspector of the Beijing Municipal Bureau of Economy and Information Technology, stated on July 8th that the next step is to solidify the foundation of computing power and data. This includes building a computing power structure of "foundation within Beijing and expansion outside Beijing," constructing a 10,000-calorie computing power cluster, and achieving an additional intelligent computing power scale of over 70,000 petabytes within the year; exploring new models such as computing-power collaboration and direct green electricity supply; continuously improving the institutional system for data property rights, authorized operation of public data, and revenue distribution; creating a trustworthy data space; and improving the data circulation service ecosystem. (Beike Finance)
The Ministry of Industry and Information Technology issued a risk warning regarding the potential security backdoors in the AI programming tool Claude Code.
According to Odaily Odaily, the Cybersecurity Threat and Vulnerability Information Sharing Platform (NVDB) of the Ministry of Industry and Information Technology recently discovered that the AI programming tool Claude Code has a security backdoor vulnerability, which poses a serious threat. Claude Code is an AI programming tool developed by Anthropic, an American company, which can autonomously complete code writing and repair tasks based on text requirements. Due to its built-in monitoring mechanism, it can send sensitive information such as user location and identity to remote servers without the user's consent. The affected Claude Code versions are 2.1.91 to 2.1.196. It is recommended that relevant units and users immediately conduct a comprehensive investigation. For development terminals that have installed the above-mentioned affected versions, they should immediately uninstall or upgrade to the latest secure version that has removed the relevant backdoor code. Strengthen the control of external access permissions and traffic monitoring of development tools within the core business network segment to prevent the unauthorized transmission of sensitive data.
AI Land Grab: Anthropic's New York Team Expands to 1,000, Manhattan Landmark Buildings Seek Acquisition from AI Giants
According to Beating, Anthropic announced the lease of a 16-story office building in Hudson Yards, Manhattan, with plans to double its local team to 1,000 people this year. The new office, located at 330 Hudson Street, spans approximately 466,000 square feet, a 30-fold increase from its existing 15,500 square feet. This transaction is not an isolated case; Manhattan is experiencing a land grab by artificial intelligence companies. Data from real estate consultancy Cushman & Wakefield shows that in the first quarter of 2026, the leased office space for the artificial intelligence industry in Manhattan reached 1.03 million square feet, exceeding the total for the entire year of 2025. The proportion of artificial intelligence in local tech industry office leasing has also surged from 20.9% in 2024 to 55.9%. Besides Anthropic, OpenAI and legal AI startup Harvey have also previously leased large office spaces in Manhattan.
The National Development and Reform Commission disclosed five key work plans for the artificial intelligence industry during the 15th Five-Year Plan period, emphasizing the strengthening of key technologies such as models, computing power, and data.
According to Mars Finance, at a press conference held by the Shanghai Municipal Government on July 7, Wang Ruomeng, Deputy Director of the Innovation and High-Tech Development Department of the National Development and Reform Commission, disclosed the working plan for my country's artificial intelligence industry during the 15th Five-Year Plan period: First, accelerate independent innovation. Strengthen research on key technologies such as models, computing power, and data; increase basic research; generate more original achievements; and contribute Chinese wisdom to the global development of artificial intelligence. Second, strengthen application-driven development. Focus on areas with significant economic contributions, high strategic value, and good social benefits; open up a number of high-value scenarios; and create a number of benchmark applications. At the same time, pay attention to the impact of artificial intelligence on employment, promote the creation of new jobs and empowerment of traditional jobs through artificial intelligence, and prioritize its application in "dangerous, dirty, tiring, and heavy" scenarios. Third, deepen ecological collaboration. Continuously promote deep adaptation of software and hardware, common prosperity of open and closed sources, integration of industry, academia, research, and application, and differentiated regional development to significantly improve the efficiency of ecological collaboration. Fourth, adhere to openness and win-win cooperation. Extensively carry out international cooperation in artificial intelligence, promote open-source and inclusive technology, support the Global South in strengthening artificial intelligence capacity building, and actively participate in international governance in the field of artificial intelligence. Fifth, ensure safety and controllability. We must coordinate development and security, accelerate legislation in the field of artificial intelligence, improve the system of rules and regulations, prevent risks such as data misuse, deepfakes, and privacy breaches, and ensure that the development of artificial intelligence is for human use and under human control. (Cailian Press)