CoreWeave Inc CRWV just made a big move — but the market didn't applaud. Shares of Core Scientific Inc CORZ plunged nearly 21% on Monday, even as AI cloud provider CoreWeave announced it will acquire the Bitcoin BTC/USD miner in an all-stock deal.The twist? Beth Kindig, CEO and Lead Tech Analyst at I/O Fund, flagged the valuation in a post on X:The exchange ratio values Core Scientific at a jaw-dropping $9 billion — or $20.40 per share, a massive premium over its pre-deal price of under $11. That's a valuat ...

SYDNEY, July 07, 2025 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (together with its subsidiaries, “IREN” or “the Company”), today published its monthly update for June 2025. June Highlights Record monthly revenue and hardware profit350 EH/s mid-year target achievedAI Cloud expanded with ~2.4k Blackwell GPUs$550m convertible notes offering oversubscribedUS domestic issuer status transition completeCustomer and financing workstreams progressing across AI verticals Key MetricsJun 25May 25Bitcoin Mining ...

AI云服务巨头CoreWeave正与数字基础设施公司Core Scientific就收购事宜重新展开谈判，这距离其去年收购提议被拒已过去 约一年时间。 去年收购被拒，股价已翻倍 两家公司的合作关系已持续多年。去年6月，双方宣布签署一系列为期12年的合同，Core Scientific将为CoreWeave的运营提 供数百兆瓦的托管服务，预计将为Core Scientific带来数十亿美元收入。 分析指出，这笔潜在交易如果达成，将进一步巩固CoreWeave在AI基础设施领域的地位，同时为其获得更多计算资源和电力 容量。 6月26日，据媒体报道，CoreWeave与数字基础设施公司Core Scientific的收购事宜可能在未来几周内敲定交易，前提是双方 不出现重大分歧。报道指出，随着人工智能需求激增，数据中心空间和电力资源短缺问题日益突出，促使相关企业通过并购 来获得更多计算资源和基础设施能力。 风险提示及免责条款 Core Scientific是众多试图从AI热潮中获益的比特币挖矿公司之一。人工智能应用的爆发式增长，导致数据中心空间和电力资 源出现短缺，而这为拥有大量计算基础设施的加密货币挖矿企业提供了转 ...

今天分享的是：靖亚资本：2025年中国AI Cloud行业趋势报告 技术发展与模型竞争 中国在AI模型领域取得显著进展，基础模型与海外无明显优劣，推理模型性价比优势突出。美国基础大模型领先优势从超1年缩短至不到3个月，中国开源 模型Qwen3 235B和DeepSeek R1性能超越美国最新开源模型，且在together.ai平台上，DeepSeek和QWEN3位居前列。 报告共计：42页 《2025年中国AI Cloud行业趋势报告》核心内容总结 靖亚资本发布的《2025年中国AI Cloud行业趋势报告》，围绕AI Cloud行业的发展现状、未来趋势及企业表现等方面展开分析，揭示了行业的动态与机遇。 行业融资与资本投入情况 全球AI融资表现突出，2024年全球总融资额同比增长7%，而AI融资额同比增幅达79.6%，且超1亿美元的超大AI项目融资占比显著上升。中国市场则呈现不 同态势，2024年总融资额同比下降13.6%，AI融资额减少14.2%，但AI项目融资额占比仍保持16%，AIGC、自动驾驶、AI行业应用是融资前三的类别1- 32。同时，中美云大厂在AI Cloud领域加大投资，阿里计划未来三年投资 ...

Core Insights - IREN Limited reported record monthly revenue and hardware profit for May 2025, driven by increased Bitcoin prices and a rise in average operating hashrate [5][6][11] - The company is on track to achieve a hashrate of 50 EH/s by June 30, 2025, with ongoing customer engagement and financing workstreams [5][11] - AI Cloud Services revenue is continuing to scale, with the Horizon 1 AI Data Center project on schedule for delivery in Q4 2025 [5][7] Bitcoin Mining Performance - Average operating hashrate increased to 38.4 EH/s in May from 36.6 EH/s in April and 30.3 EH/s in March [4] - Bitcoin mined reached 627 BTC in May, up from 579 BTC in April and 533 BTC in March [4] - Revenue per Bitcoin increased to $103,345 in May from $86,522 in April [4] - Total revenue from Bitcoin mining was $64.7 million in May, compared to $50.1 million in April [4] - Electricity costs per Bitcoin rose to $27,033 in May from $24,381 in April [4] - Hardware profit for Bitcoin mining was $47.8 million in May, with a profit margin of 74% [4][11] AI Cloud Services - Revenue from AI Cloud Services was $2.2 million in May, up from $2.0 million in April [4] - Hardware profit margin for AI Cloud Services remained high at 98% in May [4] - The GPU fleet is nearing full utilization, supporting training and inference workloads, generating an annualized run-rate revenue of $28 million [11] Project Updates - The Childress project is progressing, with Phase 5 (150MW) energization expected in the coming weeks [10][14] - The Horizon 1 AI Data Center is on track for Q4 2025 delivery, with equipment arriving as planned [7][14] - The company is transitioning to US domestic issuer status starting July 1, 2025 [5]

Core Insights - Tuya Smart emphasizes the integration of AI and IoT at the 2025 TUYA Global Developer Summit, showcasing its commitment to advancing AIoT technologies [1] - The company introduced its AI Agent Development Platform and three major technology engines—Tuya.AI, TuyaOpen, and HEDV—to enhance developer capabilities and accelerate AI commercialization [1] AI Agent Development Platform - The AI Agent Development Platform provides developers with tools to manage intelligent agents, integrating global large language models for seamless functionality [2] - Developers can create customized smart agents for various applications, enhancing user experiences [3] Tuya.AI - Tuya.AI offers comprehensive AI hardware development solutions, addressing challenges in mass production and enabling rapid market access for developers [4][5] - The platform allows for quick integration of AI capabilities into smart devices, significantly improving commercial value and reducing time-to-market [5] TuyaOpen - TuyaOpen is an open-source development framework aimed at fostering innovation in the AIoT industry, supporting a wide range of creative implementations [6][7] - It inherits capabilities from TuyaOS and integrates an AI inference engine, facilitating cloud-edge integration and expediting product commercialization [8] HEDV - The HEDV edge computing platform addresses the need for robust data security and customized development in complex business scenarios [9][10] - It features a distributed architecture for flexible deployment, ensuring data security while maintaining scalability for high-concurrency environments [11] Future Outlook - Tuya aims to empower global developers with advanced tools for AIoT implementation, fostering innovation and driving the commercial era of AIoT [12]

4月23日，全球化 AI 云开发者平台——涂鸦智能举办的2025 TUYA 全球开发者大会在深圳开幕，汇聚 全球智能硬件开发者与产业先锋，共探产业智能化转型。作为 AI 硬件技术与生态共建的重要力量，火 山引擎智能算法负责人吴迪受邀出席主论坛圆桌，围绕 "AI 如何重塑行业生态"分享了火山引擎在 AI+IoT 领域的洞察。 涂鸦智能是全球领先的 AI 云平台服务提供商，致力于构建智慧解决方案的 AIoT 开发者生态，赋能万物智能。 吴迪指出，未来几年 AIoT 芯片与端侧能力将呈几何级爆发，端侧需承担"数据优化师"角色——提供更 精确的传感器输入、更聪明的信息预处理、低功耗低延迟完成意图识别。云侧则依托大模型处理高难 度、高智商的任务。 关于端云协同，吴迪补充道，在断网或高隐私场景下，AIoT 与端模型不可或缺；联网时，端侧完成预 处理后与云侧大模型协作处理复杂任务。长期来看，端侧与云侧互为增益、深度协同。端侧越强，采集 数据越丰富，反哺云侧大模型智能提升；云侧越智能，越能推动用户拥抱 AGI 与智能硬件，形成正向 循环。 依托 ASR 能力，涂鸦智能 AI 产品语音指令识别准确率提升超20%，日常或嘈杂环境 ...