How Data Clean Room Technology Can Show Marketing Impact https://t.co/RViT0wuXx6 https://t.co/RViT0wuXx6 ...

.@pumpdotfun has acquired @kolscan, a real-time wallet tracker known for monitoring the activity of top onchain traders, in a move aimed at deepening its presence in the crypto data and trading ecosystem. By @shauryamalwa.https://t.co/SvABUIHSHj ...

Core Insights - HIVE Digital Technologies has achieved a significant milestone by exceeding 12 Exahash per second (EH/s) in Bitcoin mining hashrate, doubling from 6 EH/s at the beginning of 2025, and has reached an annualized run rate revenue of $250 million [2][8] Company Performance - The company is rapidly expanding its operations in Yguazú, Paraguay, where it is constructing three hydro-powered data center campuses aimed at establishing the region as a hub for Bitcoin innovation and renewable infrastructure [3][9] - HIVE's Phase 2 expansion is progressing well, with 1 EH/s of next-generation Bitmain S21+ Hydro ASIC miners currently operational, and full deployment expected to reach 6.5 EH/s by late August 2025 [4][8] - The company anticipates achieving 18 EH/s by the end of summer 2025 and 25 EH/s by American Thanksgiving 2025 [4] Financial Metrics - As of the latest report, HIVE is mining over 6 Bitcoin (BTC) daily across its global operations, with a mining margin of approximately 55% [8] - Once the company reaches 18 EH/s, it expects to generate approximately $400 million in annual run rate revenue, with an anticipated fleet efficiency of 18.5 J/TH and mining margins approaching 60% after accounting for electrical costs [8] Industry Impact - HIVE's development in Paraguay is being recognized as a model for infrastructure execution, balancing rapid deployment with significant community impact, including job creation and regional infrastructure enhancement [9][11] - The company's efforts are not only focused on data center construction but also on delivering social benefits, such as improving local infrastructure and educational facilities [11]

A Bloomberg investigation shows China is building data centers in the remote Xinjiang region. @imandylin2 says they will be used to fuel the country's AI ambitions https://t.co/jSYxMHcApG https://t.co/Xa5TfUIQcM ...

Group 1 - The global data storage needs are increasing significantly, driven by applications such as AI training, big data analytics, and cloud storage [1] - Various surveys and reports indicate different growth levels in data storage, but a common consensus is that there is a strong tailwind supporting this growth [1] Group 2 - The article emphasizes the importance of rigorous risk management and a long-term perspective on value creation in investment strategies [1]

转自：草原云 草原都市呼和浩特是一座绿色之城，更是一座现代之城。 近年以来，呼和浩特市在人工智能、大数据等领域深耕发力，让数据"活起来"、用起来，便民、惠 民，"智慧城市"建设不断取得新成果。 走进呼和浩特智慧城市指挥中心，电子屏幕上闪烁着呼和浩特市数字地图、实时监控视频画面、实时数 据汇聚情况等多类信息。这些数字化信息在呼和浩特高质量发展中，通过跨区域合作输出"内蒙古样 板"经验，持续推动治理现代化与民生服务便捷化。 呼和浩特 智慧城市指挥中心。人民网记者 刘艺琳摄 今年年初，全国两会提出"以人口高质量发展支撑中国式现代化"的战略，呼和浩特市委市政府立即响 应，出台了生育支持政策：一孩补贴1万元，二孩5万元，三孩10万元。同时发挥"中国乳都"优势，发放 伊利、蒙牛各1500元电子券，为产妇提供全年免费牛奶，多措并举减轻育儿负担。 面对市民群众在补贴过程中普遍面临的政策查询难、材料准备烦、申请流程长，以及如何做到精准、及 时地进行补贴等问题，内蒙古大数据产业发展集团有限公司项目部部长王阳告诉记者，呼和浩特智慧城 市指挥中心依托可信数据空间，联通多部门数据，基于多源数据融合的信息补全模型，融合出生、社保 等公共 ...

Investment Rating - The report maintains a "Buy" rating for NVIDIA Corp with a target price (TP) raised to $190 from $180, reflecting a potential return of 19.2% based on the current price of $159.34 [7][31][32]. Core Insights - The total addressable market (TAM) for data center semiconductors is projected to reach $563 billion by 2028, which is 13% higher than previous estimates of $500 billion. This increase is primarily driven by higher-than-expected sovereign AI demand [1][20]. - NVIDIA's data center sales estimates for FY27E and FY28E have been increased by 5% and 11% respectively, with networking sales expected to grow significantly [1][21]. - The report highlights a strong growth trajectory for AI accelerators, with a projected compound annual growth rate (CAGR) of 22% from C2025E to C2028E, driven by both merchant GPUs and ASICs [15][18]. Summary by Sections Market Dynamics - Sovereign demand is expected to contribute billions in revenue for NVIDIA in 2025, with significant growth anticipated in 2026 [3]. - The report discusses the rapid pace of rack buildouts for NVIDIA's GB200 and GB300, alleviating previous concerns about supply bottlenecks [2]. Financial Projections - The report projects NVIDIA's gross margin to normalize to the mid-70s percentage by the end of the fiscal year, supported by the ramp-up of new products [4]. - EPS estimates for FY27E and FY28E have been raised by 6% and 21% respectively, reflecting the positive outlook on sales growth [1][6]. Sales and Revenue Estimates - AI merchant GPUs are expected to maintain a high sales share, with total sales projected to reach $338 billion by 2028, while ASIC sales are expected to grow to $59 billion [18][20]. - The report outlines a detailed sales forecast for NVIDIA's GPUs, indicating a significant increase in units and sales over the next few years [23]. Valuation - The target price of $190 is based on a consistent 30x price-to-earnings (P/E) ratio applied to the estimated EPS of $6.37 for FY26E, aligning with historical averages [32].

(*seasonally adjusted by GS) Main points: 1. China's headline CPI edged up to +0.1% yoy in June from -0.1% yoy in May, as non-food goods prices picked up (Exhibit 1). In month-on-month terms, headline CPI rose to +1.9% (annualized, seasonally adjusted) in June (vs. +0.5% mom s.a. ann in May). China's headline CPI inflation edged up to +0.1% yoy in June (vs. -0.1% yoy in May), as non-food goods prices (such as household items) picked up. Headline PPI inflation declined to -3.6% yoy in June (vs. -3.3% yoy in ...

it is kinda fucked that unemployment could spike when companies figure out ways to use AI more efficiently & need less employees, bc economic data would look worse but certain companies would actually be++more profitable++more revenues ...

Partnerships - Coinbase 与 Perplexity AI 合作，将实时加密货币数据引入 AI 搜索 [1] Strategic Implications - Brian Armstrong 认为此次合作具有重大意义 [1]