TechFlow Intelligence Agency: DeepSeek V4 Released and Open-Sourced, Igniting the Community, Intel Surges 20% After Hours

AI / Large Models

DeepSeek V4 officially released and open-sourced simultaneously, preview version now available

Zhihu daily popularity hits 53.9 million, Hacker News 999 likes, Reddit 600+ likes, community-wide buzz. V4 comes in Pro and Flash versions, HuggingFace weights are now downloadable.

Hot topics: price, parameter scale, and comparison with Claude Sonnet 4.5 become discussion focal points.

Zhihu | Hacker News | Reddit

Claude’s parameters have reached 25T, but domestic models still only have at most 1T?

Zhihu question popularity hits 2.85 million, comment section debates the relationship between model size and inference ability, with some questioning “has parameter stacking hit a bottleneck?”

Zhihu

Early models like GPT-5.5 and GPT-rosalind leaked on Codex

Zhihu popularity 990k, leaked versions include multiple unpublished OpenAI experimental models, developer community testing performance differences.

Zhihu

MiroMind accused of requiring Chinese incubated AI large model teams and technology transfer abroad, or facing non-compete restrictions

Zhihu popularity 1.83 million, 123 comments, involving disputes over intellectual property rights of AI startups and cross-border technology transfer.

Hot topics: whether the equity structure of AI companies going overseas and non-compete clauses are reasonable.

Zhihu

Hot comment: On the day DeepSeek V4 was released, Claude’s parameters were pulled out for “public shaming,” domestic large model players’ mentality is like a top student suddenly throwing out a perfect score exam before the college entrance exam.

Encryption / Web3

Bernie Sanders accuses Trump family of earning $3 billion from crypto business

Reddit popularity 1,175 likes, Sanders again targets Trump’s family’s crypto interests, sparking a new round of controversy at the intersection of politics and crypto.

Reddit | Source

Bitcoin ETF attracts $2 billion in eight days, but short-term holders are already taking profits

This is the first consecutive 8-day net inflow since October last year, but on-chain data shows profit-taking pressure has reached three times the previous peaks this year.

CoinDesk

Morgan Stanley launches stablecoin service via money market funds

Traditional financial giants officially enter the stablecoin race, connecting money market funds with on-chain assets through compliant channels.

Cointelegraph

Wisconsin sues five major prediction market platforms: Kalshi, Coinbase, Polymarket, Robinhood, Crypto.com

Accuses these platforms’ “event contracts” of being unlicensed gambling rather than financial instruments, citing sports-related markets and fee structures as evidence.

WuBlockchain

Hot comment: While Morgan Stanley promotes stablecoins, Wisconsin is suing prediction markets for gambling—traditional finance and regulation are at odds, and the crypto industry is once again caught in the crossfire.

Tech Companies

Microsoft offers a voluntary retirement plan to 7% of U.S. employees: tenure + age ≥ 70

Zhihu popularity 1.93 million, widely interpreted as “de facto layoffs,” alongside Meta announcing a 10% staff cut, forming a new wave of “layoff storm” in Silicon Valley.

Zhihu | Wall Street Journal

Apple faces $38 billion antitrust penalty in India for refusing to share data

Zhihu popularity 1.26 million, Indian regulators demand Apple submit App Store operation data and user information, Cook’s team refuses to cooperate.

Zhihu

U.S. Stocks

Intel Q1 earnings surge 20% after hours, CEO proclaims “CPU regains core position in AI”

AI business revenue jumps 40%, management emphasizes the ratio of CPUs to GPUs in inference scenarios is shifting from 1:10 to 1:4, with the semiconductor market nearing a trillion dollars.

Wall Street Journal | Caixin

AMD surges 60% in one month, no one discussing?

Reddit popularity 753 likes, comments exclaiming “rising too fast for anyone to chase,” benefiting from AI chip demand and Intel’s weakness.

Reddit

NVIDIA partners with nuclear energy company OKLO to advance nuclear-powered AI factories

Reddit popularity 312 likes, Huang Renxun bets on nuclear energy to solve energy bottlenecks in AI compute centers, OKLO’s stock price rises accordingly.

Reddit | Investors

A trader mistakenly shorted 950 shares of Intel on Robinhood, gets trapped after earnings

Reddit popularity 796 likes, 348 comments, poster jokes “I’m today’s fool,” Intel’s 20% after-hours surge causes shorts to lose heavily.

Reddit

Hot comment: Shorting Intel is like standing at the nozzle before a rocket launch—CEO shouts “CPU is back,” shorts shout “My underwear is gone.”

Finance / Macro

Bitcoin retreats from near $80k, oil price rise drags down risk assets

BTC pulls back after testing $80k, despite technical signs of breakout, traders remain cautious, short covering may accelerate rebound.

CoinDesk

Today’s Underlying Trend

On the day DeepSeek V4 was open-sourced, Intel’s “CPU regains AI core” narrative sent stock prices soaring 20%, AMD has quietly risen for a month—AI compute battlefield shifting from “whose GPU is stronger” to “who can run inference on cheaper chips.” Meanwhile, Morgan Stanley promotes stablecoins, Wisconsin sues prediction markets, exposing a split attitude between traditional finance and regulation: Wall Street wants the cake, states want to overturn the table, and the crypto industry can only grow wildly in the cracks. Today’s main theme is technological breakthrough, the underlying theme is power restructuring.