February 2, 2026 11:31 PM GMT Biotechnology | Asia Pacific M Idea Crossing the Molecule: Why 2026 Is the Make-or-Break Year for AI in Drug Discovery AI-driven drug discovery is verging on an inflection, as serial data readouts in 2026 test whether biology models can meaningfully improve drug development success rates. We lay out what could shift AIDD from workflow tool to industry adoption curve, and how investors should position accordingly. AIDD has moved from pilot wins to commercial reality: Chemistry-f ...

Group 1: Anthropic's Financial Projections - Anthropic has lowered its gross margin projection for 2025 to 40%, which is a decrease of 10 percentage points from earlier expectations, but still an improvement from the previous year [3] - If inference costs for non-paying users of the Claude chatbot are included, the gross margin would be approximately 38% [3] - Anthropic's projected gross margins are expected to exceed 70% by 2027, while OpenAI anticipates similar margins by 2029, indicating a trend towards profitability in the AI sector despite high training costs [3] Group 2: AI Model Training Costs - Anthropic's expected costs for training AI models in 2025 are projected to be around $4.1 billion, reflecting a 5% increase from previous estimates [4] - OpenAI's training costs for AI models were approximately $9.4 billion last year, highlighting the significant financial investment required in AI development [4] Group 3: ChatGPT's Business Model and Growth - ChatGPT's revenue has grown 3X year over year, reaching $20 billion+ in 2025, up from $2 billion in 2023, indicating unprecedented growth in the AI sector [5] - The compute capacity used by ChatGPT has also increased significantly, growing from 0.2 GW in 2023 to approximately 1.9 GW in 2025, which correlates with revenue growth [5] Group 4: AWS and AI Infrastructure - AWS has developed its own custom CPU, Graviton, which offers 40% better price performance compared to leading x86 processors, and is now used by 90% of its top 1,000 customers [17][18] - AWS's Trainium2 chip, which is utilized by Anthropic for training models, has been fully subscribed, and the newly released Trainium3 chip is expected to be 40% more price performant than its predecessor [19] Group 5: Market Dynamics and AI Adoption - The current stage of AI adoption is characterized by high demand, with AI labs consuming significant compute resources, while enterprises are beginning to utilize AI for cost avoidance and productivity [20][21] - There is a notable gap in the market where many enterprise workloads are not yet using AI inference, suggesting potential for future growth as these applications are deployed [22]

Core Insights - The 2025 year-in-review report from Binance highlights significant themes in the crypto industry, including regulation, liquidity, Web3 discovery, institutional adoption, user protection, and everyday crypto usage [1] Regulatory Developments - Binance became the first crypto exchange to receive full authorization under the Financial Services Regulatory Authority (FSRA) of ADGM, reflecting a shift in how crypto platforms are viewed as financial infrastructure [2] - The ADGM framework emphasizes governance, risk management, custody, clearing, and consumer protection, aligning crypto market structures with traditional financial venues [3] Trust and Security - Since 2023, Binance has reduced direct exposure to major illicit funds by 96%, preventing $6.69 billion in potential fraud for 5.4 million users in 2025 [4] - Enhanced Due Diligence redesign has simplified compliance processes, improving user experience while strengthening compliance measures [5] Liquidity and Trading Volume - In 2025, Binance processed $34 trillion in trading volume, with spot trading volume exceeding $7.1 trillion, and an all-time traded volume of $145 trillion [6] - The platform expanded to 490 spot coins and 1,889 trading pairs, with over 300,000 users utilizing Binance Demo Trading for practice [7] User Engagement and Discovery - Binance Alpha 2.0 became a key discovery tool, achieving over $1 trillion in trading volume and onboarding 17 million users in 2025, while distributing $782 million in rewards [8] - Risk controls effectively blocked 270,000 dishonest participants from exploiting reward campaigns [8] Institutional Adoption - Institutional trading volume on Binance grew by 21% year-over-year, with OTC fiat trading volume increasing by 210% [9] - Tokenization is moving towards operational use cases, with tokenized funds being utilized as eligible off-exchange collateral [10] Everyday Crypto Usage - Fiat and P2P transaction volume grew by 38%, and Binance Pay users increased by 30%, with acceptance expanding to over 20 million merchants [12] - Binance Earn distributed $1.2 billion in rewards to users in 2025, enhancing everyday crypto adoption [12] Conclusion - The report indicates that crypto platforms are now assessed as financial infrastructure, with Binance's achievements in regulation, scale, and resilience reflecting the industry's evolution [13] - The focus on measurable outcomes, user protection, and responsible participation is essential for sustainable growth in the crypto ecosystem [14]

IT之家 12 月 16 日消息，获 OpenAI 投资的生物技术初创企业 Chai Discovery 于当地时间本周一宣布，其 B 轮融资额达 1.3 亿美元（IT之家注：现汇率约合 9.17 亿元人民币），公司估值由此升至 13 亿美元（现汇率约合 91.73 亿元人民币）。 该公司表示，此轮融资由 General Catalyst 和 Oak HC / FT 领投。其他参与者包括 Menlo Ventures、OpenAI、Dimension、Thrive Capital、Neo、Yosemite 风险 投资基金、Lachy Groom、SV Angel，以及新投资者 Glade Brook 和 Emerson Collective。至此，该公司累计融资总额已超 2.25 亿美元（现汇率约合 15.88 亿 元人民币）。 Chai Discovery 所处的赛道正在蓬勃发展，业内普遍将人工智能视为加速药物研发的捷径。今年 8 月，Menlo Ventures 曾领投该公司 7000 万美元的 A 轮融 资，并评价 Chai Discovery 是一家专注于药物发现领域基础模型开发的初创企业，其模型可预 ...

BOSTON, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Zapata Quantum, Inc. (formerly Zapata Computing Holdings, Inc.) (OTC:ZPTA) ("Zapata", "Zapata Quantum" or the "Company"), a pioneer in quantum computing application and algorithm development, today announced that it has filed its required historical Form 10-K and 10-Qs with the Securities and Exchange Commission (the "SEC") and is now current in its SEC reporting, representing a further milestone in the Company's strategic restructuring efforts. As a result, its sha ...

Core Insights - GoldQuest Mining Corp. has qualified to trade on the OTCQX Best Market, upgrading from the Pink Limited Market, which is expected to enhance visibility and access for U.S. investors [1][4]. Company Overview - GoldQuest Mining Corp. is a Canadian exploration and development company focused on advancing its gold and copper assets in the Dominican Republic [1][4]. - The company has strong participation from Dominican investors and a management team with experience in developing operational mines in the country [4]. Trading and Market Information - GoldQuest Mining Corp. begins trading on OTCQX under the symbol "GDQMF," with financial disclosures and real-time quotes available on the OTC Markets website [2]. - The upgrade to OTCQX signifies adherence to high financial standards and best practice corporate governance, allowing the company to utilize its home market reporting for U.S. investors [3]. Strategic Goals - The CEO of GoldQuest, Luis Santana, stated that joining the OTCQX platform supports the company's goal of attracting a broader pool of institutional and retail capital as they advance the Romero project to a feasibility study [4]. - The company is well-funded to carry out exploration programs and develop its Romero gold/copper discovery located in the Tireo Formation of the Dominican Republic [5].

Hydrogen Exploration Stock Max Power (CSE: MAXX) (OTC: MAXXF) Announces Resource Venture Capitalist Andy Bowering Becomes Special Advisor Investorideas.com (www.investorideas.com Newswire) VANCOUVER, British Columbia, Nov. 20, 2025- MAX Power Mining Corp. (CSE: MAXX; OTC: MAXXF; FRANKFURT: 89N) is pleased to announce that veteran venture capitalist Andrew (“Andy”) Bowering has become a Special Advisor to MAX Power, joining its very active Advisory Board as MAX Power takes additional steps to build a gl ...

Group 1 - The 26th Annual General Meeting of Discovery Limited has been constituted with 84% of the issued share capital represented [1] - The meeting includes the proposal to conclude 6 ordinary and 2 special resolutions along with advisory votes by poll [2] - Board members and committee chairpersons are present to address any questions from attendees [3] Group 2 - The external environment is characterized by geopolitical complexities, global policy shifts, and trade tensions, impacting the economic outlook [4] - The group's performance and diversity, as well as succession planning, are key topics to be discussed during the meeting [4]

Core Insights - BitcoinTreasuries.net has partnered with Secure Digital Markets to enhance institutional Bitcoin trading and liquidity solutions [1][2] - The collaboration aims to provide clients with access to Bitcoin liquidity, price discovery, and fiat on/off-ramp solutions, essential for effective treasury strategies [2] - Secure Digital Markets has established itself as a significant player in the digital asset trading space, having traded over $10 billion since 2017 [2] Company Overview - BitcoinTreasuries.net serves as a data resource for tracking institutional and corporate Bitcoin holdings, providing real-time adoption data [1][3] - Secure Digital Markets specializes in high-liquidity execution for Bitcoin and digital assets, catering to corporations, hedge funds, family offices, and high-net-worth individuals [2] - The partnership will integrate SDM's information and execution infrastructure into BitcoinTreasuries.net, enhancing real-time Bitcoin pricing and treasury analytics [2] Industry Trends - The rise of Digital Asset Treasuries is seen as a significant structural shift in finance, changing how institutions manage reserves and liquidity [2] - The collaboration emphasizes the importance of trust and responsible Bitcoin integration in advancing best practices for institutional finance [2]

Core Insights - The art market has long struggled with authenticity issues, making it difficult to insure against misattribution or forgeries. ArtDiscovery has introduced what it claims to be the world's first insurance guarantee for art authenticity, aiming to provide a quantifiable solution to this significant market blind spot [2][3] Group 1: ArtDiscovery's Solution - ArtDiscovery combines expertise in art appraisal, provenance research, laboratory science, and proprietary AI technology, backed by A+ rated global insurance companies, to offer insurance support for its authenticity conclusions [3][4] - If an artwork certified by ArtDiscovery is later proven to be misattributed, the insurance policy will fully compensate the owner for their financial loss [3][4] Group 2: Impact on the Art Finance Industry - The introduction of this guarantee is seen as a game changer in the art finance sector, addressing the primary obstacle of authenticity skepticism that hinders loan provision against artworks [6] - The cost of the guarantee is set at 0.6% of the certified value, reflecting the strength of the evidence process and insurance backing, aligning incentives among buyers, sellers, advisors, and lenders [6] Group 3: Role of Technology - The rise of AI in art authentication has led to the emergence of several companies promising robust authenticity analyses. ArtDiscovery is part of this trend, having been acquired by Hephaestus Analytical, which focuses on combining AI, provenance research, and advanced chemical analysis for art authentication [6][7] - While AI plays a significant role, it is emphasized that it should complement human expertise and scientific testing rather than serve as a standalone solution [7]