Claude Fable 5 delayed again, OpenAI lifts restrictions on Sol, AI user competition intensifies

Anthropic and OpenAI are competing for the same user base in the most direct manner, with the rivalry extending beyond model capabilities to a comprehensive contest over access rights and pricing strategies. On July 12 local time, Anthropic announced it would extend the subscription access period for Claude Fable 5 across all paid plans by an additional seven days, until July 19, while maintaining the 50% weekly usage quota increase for Claude Code. Less than an hour after this announcement, OpenAI immediately responded by temporarily removing the five-hour usage limit on Codex for Plus,

wallstreetcn26minutes ago

Meta’s move to ‘sell computing power’ sparks concerns? Industry executives unanimously assert: AI demand is limitless—there is simply no such thing as oversupply!

① Chip stocks surged over the past year on bets that semiconductors would play a central role in AI infrastructure, but recent volatility has sparked concerns about slowing AI demand—concerns that several AI industry executives dismiss as unfounded; ② Patrick Gelsinger stated that AI demand is virtually unlimited, with energy supply being the only constraint; multiple tech executives indicated that industry-wide compute demand far outstrips supply, noting that Meta and xAI’s excess capacity is an exception.

cls.cn09:57

Has Wall Street reached its limit? The AI megacap firms' insatiable appetite for debt is now being met with a sharp market sell-off.

① Although NVIDIA and SpaceX are still able to borrow at relatively low interest rates, their newly issued bonds have quickly declined in the secondary market, disappointing investors who typically favor trading such bonds; ② Meanwhile, Amazon is having to pay an unusually high interest rate—by its own standards—to complete its bond issuance, reflecting investors’ newly cautious stance.

cls.cn09:45

Shifts in U.S. Corporate IT Procurement: From 'Software Applications' to 'Data + AI Agents'

U.S. corporate IT procurement is undergoing a structural shift: budgets are moving away from traditional SaaS software toward AI agents. Companies such as Sanofi, Mixology, and Utila have successively reduced their usage of software like ServiceNow and Salesforce, with some firms cutting their software budgets by as much as 50%. The rationale for retaining traditional software is also changing—HubSpot has been explicitly designated as being used "only for data storage."

wallstreetcn08:18

Jensen Huang personally attended NVIDIA's roadshow at Morgan Stanley: quarterly revenue nearing $100 billion, growth accelerating further, and Rubin Ultra remains on schedule

Morgan Stanley released notes from NVIDIA's NDR roadshow. Jensen Huang personally attended and denied rumors of a delay to Rubin Ultra, confirming shipments will begin next year. A key takeaway is that a leading frontier-model client—previously heavily reliant on ASICs—has seen NVIDIA’s share of its computing capacity rise to nearly 50%, underscoring that the shift away from ASICs is not a one-way trend. NVIDIA’s growth drivers continue to diversify, with AI labs, sovereign AI initiatives, and new cloud providers emerging as key sources of incremental demand.

wallstreetcn07:51

Behind Palantir's cry of 'enough is enough': other companies' fears of a 'winner-takes-all' scenario in large AI models

Palantir CEO Alex Karp publicly criticized AI labs for overstating their capabilities and charging excessive prices, and released a white paper warning enterprises about data sovereignty risks, sparking widespread discussion in the tech community. Microsoft CEO Nadella and former White House AI lead Sacks echoed these concerns, as traditional enterprises grow increasingly worried about becoming mere 'value contributors' in this AI wave.

wallstreetcn07:46