Binance Equity Trading Hits 2% of TradFi Perpetuals Volume in First Week on AI S...
TLDR: Binance equity trading recorded ~84% of first-week volume from emerging market users via stablecoins. Semiconductors and har...
Goldman Sachs Maps $7.6 Trillion AI Infrastructure Spending Through 2031
TLDR: Goldman Sachs projects $7.6 trillion in cumulative AI infrastructure capex between 2026 and 2031. Nvidia is forecast to capt...
AI Capital Flows Are Draining Liquidity from Crypto Markets, Analyst Says
TLDR: Hyperscalers are projected to spend $650–700B on AI infrastructure in 2025, outpacing crypto inflows. BTC is down 20% YTD wh...
Michael Burry Nvidia Warning: AI Boom Built on Customer Concentration and Hidden...
TLDR: Nvidia now depends on three customers for 64% of receivables, increasing concentration risk sharply. Burry argues much AI sp...
Alphabet Plans to Raise $80 Billion Stock Sale to Scale AI Infrastructure
TLDR: Alphabet plans to raise $80 billion through stock sales to fund its growing AI compute infrastructure needs. Berkshire Hatha...
Tether Brings Google’s TurboQuant to Production, Unlocking Long-Context AI on Ev...
TLDR: TurboQuant compresses AI KV cache memory by up to five times with minimal impact on model quality. The upgrade enables lapto...
Micron Crosses $1 Trillion Market Cap as AI Demand Reshapes Memory Sector
TLDR: Micron’s market cap surged from $70 billion to $1 trillion in twelve months, driven by AI memory demand. Q3 fiscal 2026 guid...
Bloom Energy Powers the AI Revolution With 130% Revenue Surge and $5B Brookfield...
TLDR: Bloom Energy posted $751M in Q1 2026 revenue, a 130% year-over-year jump driven by AI data center demand. Bloom deploys fuel...
NVIDIA Q1 FY2027 Revenue Hits Record $81.6 Billion as AI Infrastructure Demand A...
TLDR: NVIDIA Q1 FY2027 revenue reached a record $81.6 billion, rising 85% year-over-year and 20% sequentially. Data Center revenue...
RENDER Network Burns 278% More Tokens in 2025 as AI Compute Demand Fuels Decentr...
TLDR: RENDER Network burned 530,171 tokens from Jan–Sep 2025, a 278.9% increase over the same 2024 period. The Burn-and-Mint Equil...