麻瓜链Bernard

Today's AI roundup:
1. US media report that Nvidia is preparing to oust Jensen Huang
2. Nvidia falls 7.4% on Tradegate
3. Microsoft pledges to cover power costs for expanding AI computing capacity
4. Reporter says Nvidia's board discussed ousting Jensen Huang
Market watch: NVDA -1.8% / SMH -1.4% / TAO -3.2%

Original post: https://x.com/blockheadchain_/status/2120868953019023690

Today's AI roundup:
1. Anthropic disclosed plans to issue 825 million shares
2. AWS compute demand far exceeds supply
3. Anthropic and Nvidia deepen their relationship
4. CoreWeave's qualified demand is 10 times its available capacity
Market watch: NVDA -0.9% / SMH +0.1% / TAO +0.5%

Original post: https://x.com/blockheadchain_/status/2120506711622774892

Today's AI Daily Summary:
1. New York Stock Exchange announces Avalanche settlement plan
2. US senators push to restrict exports of advanced chips to China
3. Nvidia board investigates whether Jensen Huang was targeted by a foreign intelligence operation
4. Nvidia and Jensen Huang sued for failing to disclose national security risks
Market watch: NVDA -1.5% / SMH -1.0% / TAO -0.1%

Original post link: https://x.com/blockheadchain_/status/2120144319898357770

Today's AI daily summary:
1. The U.S. Congress has reviewed Nvidia's internal security measures
2. Nvidia fell 6% on Tradegate
3. The NVDAUSDT perpetual contract briefly fell 2%
4. The NVDAUSDT perpetual contract briefly fell 2%
Market watch: NVDA -0.4% / SMH +0.8% / TAO +3.0%

Original post link: https://x.com/blockheadchain_/status/2119782154683162649

Today's AI Daily Summary:
1. AMD's third-quarter revenue hits a record
2. U.S. approves sale of NVIDIA AI chips to China
3. OpenAI raises $11 billion
4. Anthropic plans an IPO
Market watch: NVDA +0.1% / SMH +0.1% / TAO +1.0%

Original post: https://x.com/blockheadchain_/status/2119419484423561636

Today's AI roundup:
1. OpenAI has completed an $11 billion funding round
2. Capital is positioning itself around Anthropic's IPO
3. Boundless now supports MPP payments
4. SoftBank is in talks to invest several hundred million dollars in OpenAI
Market watch: NVDA -0.0% / SMH -0.1% / TAO +0.0%

Original post: https://x.com/blockheadchain_/status/2119057120960393672

Today's AI roundup:
1. Qualcomm's profit guidance for next quarter fell short of expectations
2. A global chip LOF traded at a premium to its net asset value
3. OpenAI's storage demand exceeded the capacity of Korean companies to meet it
4. Treasure announced plans to pivot to AI and DePIN
Market watch: NVDA -0.9% / SMH -1.2% / TAO -1.1%

Original post: https://x.com/blockheadchain_/status/2118332293488284109

Today's AI roundup:
1. The Akash community approved a migration to Solana
2. Ondo opened subscriptions for OpenAI tokenized notes
3. The three major U.S. stock indexes closed mixed
4. ChainGPT is recruiting beta testers for its AI desktop tool
Market watch: NVDA +0.5% / SMH +0.6% / TAO +1.2%

Original post: https://x.com/blockheadchain_/status/2117607401151152322

Today's AI roundup:
1. AMD and Palantir face growth challenges
2. The UAE and OpenAI sign 4 AI agreements
3. DeepSeek unveils a super-agent architecture
4. Big Tech borrows tens of billions of dollars for AI
Market watch: NVDA -0.4% / SMH -0.5% / TAO -0.5%

Original post: https://x.com/blockheadchain_/status/2117245695401009552

Today's AI Daily Summary:
1. Intel shares plunge on concerns about AI spending
2. AI capital expenditure pressure triggers a selloff in chip stocks
3. Recall Foundation announces the burning of 86% of its tokens
4. OpenAI lowers its fundraising target to $20 billion
Market watch: NVDA -0.4% / SMH -0.3% / TAO -0.0%

Original post link: https://x.com/blockheadchain_/status/2116520199298122201

Today's AI roundup:
1. Intel's revenue guidance fell short of expectations
2. Amazon shares fell more than 6% after hours
3. SanDisk's quarterly revenue rose 378% year over year
4. Alphabet's results missed expectations; shares fell more than 13%
Market watch: NVDA +0.5% / SMH -0.4% / TAO -1.0%

Original post: https://x.com/blockheadchain_/status/2116157724799144355

Today's AI Daily Summary:
1. A365 now has over 50 million agents
2. Copilot Fusion costs reduced by up to 77%
3. Returns on Google's AI investments under scrutiny
4. US Department of Justice investigates Nvidia acquisition
Market watch: NVDA -0.0% / SMH +0.0% / TAO +0.5%

Original post: https://x.com/blockheadchain_/status/2115795451941413212

Today's AI Daily Summary:
1. South Korea's KOSPI index returns to 6,000
2. Zankore launches a $3.1 billion GPU loan
3. SK Hynix's DRAM and HBM capacity is nearly sold out
4. Oracle expands its chip partnership with Nvidia
Market watch: NVDA +0.1% / SMH -0.2% / TAO -1.3%

Original post: https://x.com/blockheadchain_/status/2115433167159239126

Today's AI daily summary:
1. SpaceX completed $40 billion in GPU financing
2. SpaceX completed $40 billion in debt financing
3. SpaceX raised $40 billion using its investment-grade rating
4. SpaceX secured $40 billion in AI chip financing
Market watch: NVDA +0.9% / SMH +1.1% / TAO +0.6%

Original post: https://x.com/blockheadchain_/status/2114708635872018812

Today's AI roundup:
1. OpenRouter's weekly demand rose to 165T
2. Productivity on NVIDIA platforms continues to drive up demand
3. GPU rental rates are outperforming the six-year depreciation benchmark
4. Rental rates for GPUs such as the H100 have risen 2–3x
Market watch: NVDA +0.3% / SMH +0.2% / TAO +0.8%

Original post: https://x.com/blockheadchain_/status/2114346090837532924

Today's AI roundup:
1. Rubin's interaction performance improves by nearly 2x
2. FCC approves Intel's exemption from the robotics ban
3. Concerns over AI spending trigger a sharp drop in U.S. tech stocks
4. DeepSeek's fundraising target is around 100 billion yuan
Market watch: NVDA -0.5% / SMH -0.4% / TAO -0.2%

Original post: https://x.com/blockheadchain_/status/2113621154099556428

Today's AI Daily Summary:
1. Meta's AI investments have generated incremental advertising revenue
2. Markets react to DeepSeek's new model
3. SpaceX and Super Micro Computer results boost interest in AI stocks
4. Nvidia upgrades its Isaac robotics platform
Market watch: NVDA -0.5% / SMH -0.9% / TAO -0.5%

Original post: https://x.com/blockheadchain_/status/2113258927030940009

Today's AI Daily Recap:
1. xAI launches a 6-million-article knowledge base
2. NVIDIA reaches 423 tok/s, achieving a 68x speedup
3. Priors launches one-click PT-USDG redemption
4. Model 3 completes post-training
Market Watch: NVDA +0.0% / SMH -0.0% / TAO +0.1%

Original post: https://x.com/blockheadchain_/status/2111809576836460968

Today's AI roundup:
1. Claude Mythos designs new quantum circuits
2. RNP-024 proposes using Forth to make private AI calls
3. AI chip profits surge at Micron and other companies
4. Numerai launches a Unity stock dataset
Market watch: NVDA -0.3% / SMH -0.1% / TAO -1.9%

Original post: https://x.com/blockheadchain_/status/2111447020120777012

Today's AI roundup:
1. Micron disclosed its fiscal 2026 third-quarter earnings per share
2. Anthropic's third-quarter revenue was far below expectations
3. Nvidia has listed SpaceX as a cloud service provider customer
4. SpaceX and Nvidia are jointly developing a new type of server
Market watch: NVDA -0.5% / SMH -0.3% / TAO -1.5%

Original post: https://x.com/blockheadchain_/status/2111084611048710205