At Consensus, one theme stood out: agentic payments are set to accelerate onchain growth.As our CIO @jasonklau shared, adoption hinges on trust. That’s why we're working with Google and the Ethereum Foundation to build secure infrastructure for agents on X Layer and OKX Wallet. https://t.co/xlSmOtk83O ...

达利欧（Ray Dalio）最新观点和持仓都来了！ 近日，全球最大的对冲基金桥水基金创始人、亿万富翁瑞·达利欧正在向充斥着资产价格飙升的市场传递一个 简单却令人不安的信息：财富只是一个数字，除非它能转化为你真正能花费的现金。他表示，今天美国的"财 富与货币（wealth to money）"比例约为850%。这一水平类似于1929年金融危机前和2000年互联网泡沫破裂前 的峰值。 与此同时，桥水基金最新披露的美股持仓报告显示，2025年第四季度大举加码科技股与黄金概念股，包括英伟 达、亚马逊与美光科技，同时增持全球大型黄金生产商纽蒙特。减持幅度最大的五只股票包括Uber、费哲金融 服务、Google、Meta以及微软。 达利欧预警 全球最大对冲基金桥水基金近日披露了其最新的13F表格文件，详细说明了其在美国的股票持股情况。 桥水基金在第四季度增持了以人工智能为核心的股票，如NVIDIA、亚马逊和美光科技，以及全球最大黄金生 产商之一纽蒙特的股票。另外，第四季度投资组合总市值达到274亿美元，较上一季度增长7.4%。前十名持仓 占总投资组合价值的36.33%，其中NVIDIA和亚马逊的持仓数量显著增加。 近日， ...

Applied Intuition CEO Qasar Younis and CTO Peter Ludwig believe human-driven cars will soon seem dated. “They’ll look antiquated and retro,” Younis says.These cofounders are building software that can drive everything from planes to tanks to automobiles.But to expand beyond its $800 million business selling tech for cars, they will have to take on Tesla, Google, Nvidia and a host of other startups jostling for pole position in the autonomy race.Check out the full story: https://t.co/ANkrOw2yR7📸: Cody Picken ...

Core Insights - Amazon is initiating its largest capital spending program, projected to reach $200 billion in 2025, surpassing expenditures by Google and Microsoft, with a focus on computing infrastructure [1][3] - This strategic reset is driven by concerns that Amazon Web Services (AWS) is lagging behind competitors in securing corporate AI contracts, particularly after the rise of AI technologies like ChatGPT [2][7] Group 1: AWS Performance and Market Position - AWS remains the largest cloud provider globally, generating nearly $130 billion in sales last year and accounting for over 60% of Amazon's profits [7] - Despite AWS's current market leadership, analysts predict that AI-driven cloud services may enable Microsoft's cloud unit to surpass AWS within the next three years [7] Group 2: Internal Concerns and Strategic Response - Internal AWS employees expressed concerns that the company has not fully leveraged its cloud computing lead, particularly in securing major contracts with AI providers [7] - Amazon has countered claims of being at a disadvantage in securing major compute deals, asserting that AWS continues to dominate enterprise and government transitions to cloud [7][8] Group 3: Broader Implications for Payments - Amazon's expansion of its pay-by-bank service in the U.K. indicates a maturation of direct-from-bank payments, suggesting that such payment methods are becoming integral to the global payments ecosystem [8][9]

And the Google parent is just one of the so-called hyperscalers tapping the bond market. https://t.co/JAtUQbkKn0 ...

Almost all the conflicts in the AI era are between competing groups of people, not between machines versus people. >> David Otter is professor of economics at MIT and the co-director of the labor studies program at the National Bureau of Economics Research. He's also emerged as one of the world's leading experts on the impacts of AI on the American worker.He spoke to us from MIT's campus in Cambridge, Massachusetts. The interests of the creators may very well not be the interests of the end users. We see th ...

Core Viewpoint - Broadcom's share price has declined despite positive developments in the company, with a year-to-date drop of 6.1% while the semiconductor sector overall has seen gains [2]. Group 1: Investment Activity - ARK Investment Management acquired 87,148 shares of Broadcom for a total of $27 million, indicating a strategic investment in custom AI accelerators [3]. - Analyst consensus has shifted positively, with 26 analysts raising the average 12-month price target for Broadcom by 7.8% to $455.46, representing a 40% premium over the recent closing price [7]. Group 2: Market Position and Competitive Advantage - Jefferies reiterated a Buy rating for Broadcom with a price target of $500, highlighting the company's competitive edge in custom on-package AI chips and its expected large share of Google's unit volume in 2027 [4]. - Broadcom is projected to produce up to 4 million TPU units, maintaining its dominance in TPU production despite speculation about MediaTek's potential gains [5]. Group 3: Industry Context - Google has committed $185 billion to AI infrastructure spending in 2026, which is expected to benefit Broadcom as it supplies the custom TPU chips for this initiative [4]. - Despite MediaTek's stock rising by 26% this year, recent checks suggest that their TPU volumes will be light in 2026, limiting their competitive pressure on Broadcom [5][6].

a long journey to realize quantum's full potential. One date stands out, December the 9th, 2024. It was on this day that Google unveiled its Willow quantum computing chip.That announcement spurred a rush from investors seeking to get exposure to the burgeoning technology with publicly traded quantum firms soaring in the US. But more than a year on, are we getting closer to quantum going mainstream. Very pleased to say joining me now around the desk are some of the top names in Europe working towards that ve ...

We need data centers in spaceFormer Google CEO Eric Schmidt:“We’re running out of electricity. I testified in congress we need 92 gigawatts more power, the average nuclear power plant is 1.5 gigawatts, you see the problem” https://t.co/Q25hTLcvvD ...

Guess what. There are 7 billion people on the planet who've never been able to partake in capitalism. That is the positive story for Bitcoin.It's going to happen so fast that individuals, companies, governments will not be able to move fast enough. And that's what's starting to happen. That's what I'm kind of looking for is that the risk is for the next 3 weeks.And at that point, maybe Bitcoin's down at 40,000 or maybe it hangs in here and it seems to rotation. What's going on, guys. Today we've got an amaz ...