On the night before the cease-fire, United States forces fired on the Iranian boat

The ceasefire expires tomorrow, and today the United States forces shelled and seized an Iranian cargo ship for revenge in Tehran. War is spreading both financially and technically。

1 U.S. artillery bombardment seized the Iranian cargo ship Touska, the ceasefire expired tomorrow and oil prices jumped overnight 7%

The USS Spruance destroyer issued a six-hour warning to the Iranian cargo ship Touska in the Gulf of Oman, which refused to stop. The United States forces then opened fire on the engine room and the Marines boarded the ship and seized it. This was the first time that the United States had opened fire on a ship since the blockade of Iranian ports and the first time that a ship had been seized since the blockade had been launched。

The Iranian Joint Military Command replied on Monday morning that the United States Army was acting as an armed pirate and that the armed forces would soon retaliate. At the same time, Trump announced that Special Envoys Vitkov and Kouchner were flying to Islamabad on Sunday to hold the final round of negotiations before the expiration of the ceasefire on 21 April. The last round of marathon negotiations lasted 21 hours, stagnating on the rights of passage and nuclear issues in Hormuz。

THE MARKET REACTED FASTER THAN THE STATEMENT. WTI JUMPED 7% TO 89.74 DOLLARS ON SUNDAY NIGHT, AND BRENT JUMPED 5.8% TO 95.59 DOLLARS, ALMOST SWALLOWING THE ENTIRE DROP OF FRIDAY'S CHANNEL REOPENING NEWS. THE SAME DAY, ENERGY MINISTER WRIGHT ACKNOWLEDGED THAT US GASOLINE COULD NOT FALL BACK TO LESS THAN $3 PER GALLON UNTIL 2027. FROM THE BLOCKADE TO THE FIRING, THE UPGRADE STEPS JUMPED SEVERAL LEVELS IN ONE DAY. TOMORROW IS THE WATERSHED. (CONTINUING YESTERDAY'S COVERAGE)

(Source: Axios / Fortune / Al Jazeera / CNBC / NPR / CNN)

Anthropic Mythos, AI's real decision on militarization is not the Department of Defense

NSA is using Anthropic's strongest model Mythos Preview, despite the fact that the Ministry of Defense has classified Anthropic as a "supply chain risk". This label was used only by foreign opponents, Anthropic, the first American company to be posted。

The root cause of the conflict was a $200 million Pentagon contract last July. Anthropic requires the United States military to undertake not to use its technology for fully autonomous weapons or for domestic mass surveillance, and the Ministry of Defence demands unrestricted use of all legitimate uses. Following the breakdown of negotiations, Defence Minister Högsès announced a ban in February. 8 April Anthropic applied to the Court of Appeal for interim relief of the injunction, which was rejected。

But cybersecurity needs are more urgent than bureaucracy. In addition to NSA, the Department of Commerce ' s AI Standards and Innovation Centre is testing Mythos ' ability to identify unknown software gaps, and the Congressional Committee has requested a briefing. Last Friday, Anthropic CEO Dario Amode met with Chief of Staff Wilders and Finance Minister Becent at the White House. The main door was blocked, but the back door and the side door were opened simultaneously. The actual needs of the agencies are circumventing the political decisions of the Pentagon。

(Source: Axios / Redstate / CNBC / Implicator.ai)

3 Googles looking for Marvell's reasoning chip, self-researching chip lanes paralleling the three lines of Optic Monopoly

Google is negotiating two new chips with Marvell. A memory processing unit with TPU and a new TPU designed specifically for reasoning. The goal is to complete the design of the memory processing module and hand over the test production by 2027. Not yet signed。

The timing is worth noting. A few days ago, Motton just locked in a TPU protocol that lasted until 2031. Google is not changing suppliers, but competing tensions among manufacturing suppliers. The self-study ASIC market is expected to grow 45 per cent in 2026 and to reach $118 billion in 2033. Marvell stock prices have risen by 50 per cent this year and by 30 per cent in April alone。

Take a look at a bigger line. Google splits the TPU supply chain, OpenAI shares, Cerebras locks on non-in Weeda algorithms, and Microsoft places a bet on the Maia chip. AI reasoning is replacing training as the main calculator cost, and power patterns in the chip supply chain are being proactively reshaped by buyers. The single supplier era was coming to an end, not because the supplier was bad, but because the buyer was afraid to give his life to one family。

(Source: Reuters / The Information / The Next Web / WCFTech / Yahoo Finance)

4 UAE seeks currency exchange from the Fed and Middle East allies are being re-pricing

The President of the Central Bank of the United Arab Emirates, Bara, met immediately in Washington with officials of the Federal Reserve and the Ministry of Finance to propose a currency exchange mechanism. A formal application has not yet been submitted, but the signal has been released。

Since the start of the war on 28 February, more than 2,800 missiles and drones have hit the United Arab Emirates, damage to the energy infrastructure and the interruption of the Holmuz oil shipment has cut off the United States dollar revenue source. The official claim that "the worst economic consequences have been avoided" but the fact that the United States has sought financial safety nets is itself an indication that the United Arab Emirates' confidence in its financial centre status is being shaken。

The bottom logic of Gulf allies has been "security for oil for dollars". The cost of the exchange system rose sharply when the war threatened both security and oil corridors. The United Arab Emirates ' call for help was not weak. It was a reminder to Washington that allies had a price, which was being recalculated by war。

(Source: Fortune / WSJ / Bloomberg)

And it's worth knowing, Zoo

Vercel's development platform was hacked, third-party AI tool Oouth made a breakthrough. The attackers infiltrated the Vercel internal system through the OAuth permissions of Context.ai, 580 employee records were leaked and Shiny Hunts claimed to be selling data and API keys. Vercel recommends that clients rotate keys immediately. The AI tool chain is becoming a new entry point for supply chain attacks. (Source: The Verge / BleingComputer)

The Kraken parent company Payward $550 million bought Bitnomial and took the first encrypted CFTC licence plate in the United States. Bitnomial spent 10 years collecting DCM, DCO, FCM three license plates, Kraken buys one at a time. The deal implied Payward ' s overall valuation of $20 billion. The threshold for access to compliance derivatives has been reduced by just 10 years. (Source: Finextra / CoinDesk)

Blue Origin New Glenn successfully reused the rocket for the first time, but the customer satellite was in the wrong orbit. BlueBird 7 of AST SpaceMobile was placed below expectations. The re-use of rockets was a milestone, but only half the task was for the client. The reusable rocket challenge of Bethos SpaceX needs more success. (Source: TechCrunch / The Verge)

The Federal Government has officially investigated the mysterious disappearance and death of top scientists. The Minister of Energy, Wright, confirmed that scientists in the field of nuclear safety and space were involved, led by the Ministry of Energy and coordinated across sectors. "We haven't found anything alarming yet. "The very existence of the investigation is already alarming. (Source: Fortune)

German Chancellor Metz called for EU deregulation for industry AI. EU AI Act High-Risk Clause came into effect in August, when Metz pushed for a 25 per cent reduction in the "modern agenda" of bureaucratic costs and used AI to review visas and export documents. Europe AI regulation is moving from a one-size-fits-all to industrial exemption. (Source: Reuters / BABL AI)

Palantir issued a declaration condemning "inclusivity" and "culture of regression". Cooperation with ICE and the positioning of the "Defence of the West" have made companies more ideological. Defense Science and Technology is moving from silent contractors to open participants in cultural warfare. (Source: TechCrunch)