1 week ago
CryptoQuant Flags Structural Shift as Crypto Natives Pile Into TradFi
TLDR: Gate’s TradFi volume grew from near zero to a widening share of total activity through early 2026. Spot trading on Gate comp...
Jun 06, 2026
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...
Jun 03, 2026
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...
May 22, 2026
IREN Executive Flags Infrastructure as Key Barrier to AI Expansion
TLDR IREN co-founder Daniel Roberts said AI growth is now limited by infrastructure rather than chips. He identified power, land,...