TechFlow Briefing: Jensen Huang Predicts 2030 Lithography Milestone, Fed Faces Policy Dilemma

Google launched Gemini 3.8 Live with extended thinking capabilities. Nubia introduced the NaviX Ultra, a smartphone featuring ByteDance's Doubao AI agent. Mistral and Mozilla partnered for privacy-focused AI browsing. OpenAI, Anthropic, and Google announced a collaboration on AI safety ahead of White House meetings. Circle launched the Arc mainnet, enabling USDC as a native gas token. Deutsche Bank is seeking regulatory approval for institutional crypto custody. Ethiopia reduced electricity supply to Bitcoin miners by 77% due to water shortages. Tonkeeper rebranded to Keeper and expanded support to Bitcoin, Ethereum, and Tron. Bittensor (TAO) integrated with Robinhood via Chainlink CCIP. Jensen Huang stated that China is expected to achieve domestic advanced lithography by 2030. Huawei aims to compete with Nvidia in computing, while ByteDance reported $120 billion in revenue for the first half of the year. Apple released Reference Image for photo verification, and Microsoft scheduled a Windows and Surface event for October 7.