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``` Startup company Silicon Data, in partnership with CME Group, is seeking to turn GPU computing power into a tradable standardized commodity, creating the world's first AI computing power futures market. Wallstreetcn reports that on May 12, CME and Silicon Data launched computing power futures, aiming to provide AI

AI demand is booming, and the burn rate is accelerating. According to a June 16 report from The Information, documents disclosed by OpenAI to shareholders show that in the first quarter of 2026, the company’s revenue reached $5.7 billion, while cash consumption in the same period reached $3.

The pricing logic of the AI industry chain is splitting. Upstream components like storage, CPUs, and optical modules are rising in price, while downstream token prices are competitively dropping—both happening simultaneously, and both showing signs of acceleration. Zhang Xia from China Merchants Securities wrote in the strategy weekly report

Trump administration’s export control actions against Anthropic are triggering a chain reaction throughout the AI industry, pushing a long-suppressed sensitive issue in Silicon Valley to the forefront: Is the government “weaponizing” regulatory tools to limit AI companies’ reliance on foreign talent? A WallstreetCN article wrote that last Friday, U.

June 16 – Bloomberg reporter and strategist Jan-Patrick Barnert published a deep analysis article. The headline is direct and sharp—“Three Things Could Ruin the Market Party After the Iran Deal.” The core argument: **The fading of geopolitical risks is just the market solving an ‘easy question’; the real challenges are

``` The United States and Iran are about to officially sign a memorandum of understanding containing 14 key points, aiming to permanently end the conflict between the two sides. This interim peace agreement will immediately lift the blockade on Iranian oil exports and pave the way for the final nuclear agreement

A piece of news about a failed negotiation caused already pressured chip stocks to fall further. After the market closed on Tuesday, June 16, local time, Business Insider reported that Microsoft had recently negotiated with Oracle about renting its cloud infrastructure, but the talks ultimately broke down due to security