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Market sentiment in the US artificial intelligence data center sector is undergoing a dramatic reversal. As unprecedented server cluster construction encounters real-world obstacles, the previous excitement fueled by gigawatt-level (GW) large-scale transactions and record contracts is fading, replaced by frequent project delays and ensuing blame-shifting. In this race for computing

Deutsche Bank believes the fundamental logic behind Bitcoin’s recent crash has changed. According to the Chasing Wind Trading Desk, on November 24th, Deutsche Bank published a research report arguing that, unlike previous crashes mainly driven by retail speculation, the current downward adjustment in Bitcoin is the result of five

According to media reports on Tuesday, as AI computing power drives a rapid surge in demand for advanced process technologies, TSMC CEO C.C. Wei bluntly stated that the capacity for advanced processes is "not enough, not enough, still not enough," and revealed that according to major customers&

Faced with a runaway artificial intelligence (AI) that could threaten human survival, humans have almost no reliable "ultimate weapon" at hand. According to Windchaser Trading Desk, the top American think tank RAND Corporation has just released a highly forward-looking report that explores three global technological countermeasures humans could

Binance and its co-founder Changpeng Zhao have become embroiled in new legal disputes. More than 300 victims and their families of the October 7, 2023 Hamas attack on Israel have filed a lawsuit in federal court in North Dakota under the Anti-Terrorism Act, accusing Binance of “knowingly assisting” Hamas and

``` Storage chip manufacturer SanDisk will be added to the S&P 500 Index before the opening of trading on November 28, replacing Omnicom Group. The company, which was spun off from Western Digital this February, has become a rare case of jumping directly from the S&P SmallCap

``` Meta is employing a typical structured financing method in an attempt to achieve seemingly irreconcilable financial reporting objectives: leveraging external funds to build AI data centers worth tens of billions of dollars, while striving to avoid having the resulting massive debt and assets appear on its own balance sheet. This