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Gartner predicts that by 2030, new cloud (neocloud) providers will account for 20% of the AI cloud market, amounting to $267 billion. These new cloud providers are differentiating themselves through superior performance and flexible AI workload deployment, along with a strong commitment to data sovereignty, resulting in more competitive pricing. The AI cloud market is entering a new phase where sovereignty, performance, and infrastructure specialization are becoming the primary factors in enterprise decision-making. The demand for GPU-intensive workloads is accelerating, and traditional cloud models are struggling to keep pace, creating opportunities for new cloud providers to deliver AI infrastructure at scale.

[New Cloud Providers Expected to Capture 20% of AI Cloud Market by 2030]Gartner predicts that by 2030, new cloud (neocloud) providers will account for 20% of the AI cloud market, amounting to $267 billion. These new cloud providers are differentiating themselves through superior performance and flexible AI workload deployment, along with a strong commitment to data sovereignty, resulting in more competitive pricing. The AI cloud market is entering a new phase where sovereignty, performance, and infrastructure specialization are becoming the primary factors in enterprise decision-making. The demand for GPU-intensive workloads is accelerating, and traditional cloud models are struggling to keep pace, creating opportunities for new cloud providers to deliver AI infrastructure at scale.

New Cloud Providers Expected to Capture 20% of AI Cloud Market by 2030

On July 17, The Block reported that Florida Attorney General James Usmayer announced that the state's Cyber Fraud Office has recovered a record $710,000 for a victim of a cryptocurrency scam. The victim was lured into a work-from-home scheme that required them to pay a cryptocurrency deposit under the guise of product review tasks.

[Florida Prosecutors Recover Record $710,000 in Crypto Scam Funds]On July 17, The Block reported that Florida Attorney General James Usmayer announced that the state's Cyber Fraud Office has recovered a record $710,000 for a victim of a cryptocurrency scam. The victim was lured into a work-from-home scheme that required them to pay a cryptocurrency deposit under the guise of product review tasks.

Florida Prosecutors Recover Record $710,000 in Crypto Scam Funds

On July 17, Friday, global stock markets experienced a significant decline as investors pulled out of AI technology stocks. The Nikkei 225 index, heavily weighted in technology stocks, fell by more than 5% at one point during the trading session. A broker in Tokyo stated, "This is one of the worst trading days for the Tokyo market in a long time. Many investors had made extremely aggressive bets on Japanese tech and AI stocks, and now they are rapidly withdrawing." U.S. stock index futures indicate that U.S. markets may open lower. In Europe, futures for the Stoxx 600 index suggest European stocks may open down by 0.6%. Richard Yetsenga, Chief Economist and Head of Research at ANZ Bank, noted that this round of decline exposes the disturbing level of dependence many markets and economic activities have on the AI boom. (Jin Ten)

[Investors Withdraw from AI Stocks, Global Markets Suffer Major Setback]On July 17, Friday, global stock markets experienced a significant decline as investors pulled out of AI technology stocks. The Nikkei 225 index, heavily weighted in technology stocks, fell by more than 5% at one point during the trading session. A broker in Tokyo stated, "This is one of the worst trading days for the Tokyo market in a long time. Many investors had made extremely aggressive bets on Japanese tech and AI stocks, and now they are rapidly withdrawing." U.S. stock index futures indicate that U.S. markets may open lower. In Europe, futures for the Stoxx 600 index suggest European stocks may open down by 0.6%. Richard Yetsenga, Chief Economist and Head of Research at ANZ Bank, noted that this round of decline exposes the disturbing level of dependence many markets and economic activities have on the AI boom. (Jin Ten)

Investors Withdraw from AI Stocks, Global Markets Suffer Major Setback

Coronation Asset Management Ltd., a South African asset management company with a management scale of $47 billion, has cut its investments in chip manufacturers and increased its allocation to the Indian market, as expectations for artificial intelligence (AI) concept stocks have risen to nearly insurmountable levels. The company's $3.1 billion global emerging markets fund reduced its combined holdings in SK Hynix and TSMC from approximately 8% at the end of December last year to about 5% in the second quarter. (Bloomberg)

[South African Fund Manager Reduces AI Chip Stock Holdings and Increases Investment in Indian Market]Coronation Asset Management Ltd., a South African asset management company with a management scale of $47 billion, has cut its investments in chip manufacturers and increased its allocation to the Indian market, as expectations for artificial intelligence (AI) concept stocks have risen to nearly insurmountable levels. The company's $3.1 billion global emerging markets fund reduced its combined holdings in SK Hynix and TSMC from approximately 8% at the end of December last year to about 5% in the second quarter. (Bloomberg)

South African Fund Manager Reduces AI Chip Stock Holdings and Increases Investment in Indian Market

On July 17, Credit Suisse analyst Ipek Ozkardeskaya stated that TSMC's upward revision of its capital expenditure outlook may have triggered market concerns, leading to a sell-off in technology stocks. She noted that although TSMC's second-quarter profits hit a record high, its stock price failed to gain momentum, reflecting the market's view that chip stocks are currently overvalued. Due to risks of excess capacity, investors may be increasingly uneasy about large-scale AI infrastructure investments, even as tech companies continue to spend. Next week, major US tech firms will release earnings reports, which could potentially improve the recently weak market sentiment. However, there are signs that companies like Alphabet are further increasing infrastructure spending, which may further weigh on stock prices.

[Credit Suisse: Tech Stock Sell-Off Partly Due to TSMC Raising Capex Outlook]On July 17, Credit Suisse analyst Ipek Ozkardeskaya stated that TSMC's upward revision of its capital expenditure outlook may have triggered market concerns, leading to a sell-off in technology stocks. She noted that although TSMC's second-quarter profits hit a record high, its stock price failed to gain momentum, reflecting the market's view that chip stocks are currently overvalued. Due to risks of excess capacity, investors may be increasingly uneasy about large-scale AI infrastructure investments, even as tech companies continue to spend. Next week, major US tech firms will release earnings reports, which could potentially improve the recently weak market sentiment. However, there are signs that companies like Alphabet are further increasing infrastructure spending, which may further weigh on stock prices.

Credit Suisse: Tech Stock Sell-Off Partly Due to TSMC Raising Capex Outlook

On July 17, according to documents from the Hong Kong Stock Exchange, Zhongji Xuchuang Co., Ltd. has passed the listing hearing on the Hong Kong Stock Exchange.

[Zhongji Xuchuang Co., Ltd. Passes Listing Hearing on Hong Kong Stock Exchange]On July 17, according to documents from the Hong Kong Stock Exchange, Zhongji Xuchuang Co., Ltd. has passed the listing hearing on the Hong Kong Stock Exchange.

Zhongji Xuchuang Co., Ltd. Passes Listing Hearing on Hong Kong Stock Exchange

On July 17, payment company MoneyGram, Figure's digital asset division Figure Markets, and stablecoin infrastructure Range will join the Stellar network as primary validators. The officials stated that each validator can choose other nodes they trust to reach consensus on the ledger status. The identities of the validators are transparent and they maintain the highest standards of uptime to ensure the security and activity of the entire network.

[MoneyGram, Figure Markets, and Range Join Stellar Network as Primary Validators]On July 17, payment company MoneyGram, Figure's digital asset division Figure Markets, and stablecoin infrastructure Range will join the Stellar network as primary validators. The officials stated that each validator can choose other nodes they trust to reach consensus on the ledger status. The identities of the validators are transparent and they maintain the highest standards of uptime to ensure the security and activity of the entire network.

MoneyGram, Figure Markets, and Range Join Stellar Network as Primary Validators

On July 17, Ipek Ozkardeskaya, an analyst at Swissquote Bank, stated that TSMC's upward revision of its capital expenditure expectations may have triggered market concerns, leading to a sell-off in tech stocks. She noted that despite TSMC's second-quarter profits reaching a record high, the stock price failed to gain traction, reflecting the market's belief that chip stocks are currently overvalued. Due to the risk of oversupply, investors may be increasingly uneasy about large-scale artificial intelligence investments, even as tech companies continue to spend. Next week, major U.S. tech companies will begin releasing their earnings reports, which may help improve the recent weak market sentiment. However, there are signs that companies like Alphabet are further ramping up infrastructure spending, which could further weigh on stock prices.

[Analyst: Tech Stock Sell-off Partly Due to TSMC's Increased Capital Expenditure Outlook]On July 17, Ipek Ozkardeskaya, an analyst at Swissquote Bank, stated that TSMC's upward revision of its capital expenditure expectations may have triggered market concerns, leading to a sell-off in tech stocks. She noted that despite TSMC's second-quarter profits reaching a record high, the stock price failed to gain traction, reflecting the market's belief that chip stocks are currently overvalued. Due to the risk of oversupply, investors may be increasingly uneasy about large-scale artificial intelligence investments, even as tech companies continue to spend. Next week, major U.S. tech companies will begin releasing their earnings reports, which may help improve the recent weak market sentiment. However, there are signs that companies like Alphabet are further ramping up infrastructure spending, which could further weigh on stock prices.

Analyst: Tech Stock Sell-off Partly Due to TSMC's Increased Capital Expenditure Outlook

According to monitoring by Dongcha Beating, a batch of Codex desktop skin-changing services has appeared on Xianyu. Tutorials can be purchased for a few yuan, with custom prices mostly ranging from 66 to 99 yuan. Sellers replace backgrounds, sidebars, buttons, and avatars, offering themes including celebrities, games, and anime. The underlying tools have already been open-sourced for free on GitHub. Codex Dream Skin supports macOS and Windows, injecting themes via the local CDP without modifying the official installation package, and allows one-click restoration to the original interface. The project has currently received about 6,800 stars. Some ridicule this as a business exploiting information asymmetry, while others believe buyers are paying for design, installation, and time-saving.

[Codex Skin Sellers Profit Before Codex Itself]According to monitoring by Dongcha Beating, a batch of Codex desktop skin-changing services has appeared on Xianyu. Tutorials can be purchased for a few yuan, with custom prices mostly ranging from 66 to 99 yuan. Sellers replace backgrounds, sidebars, buttons, and avatars, offering themes including celebrities, games, and anime. The underlying tools have already been open-sourced for free on GitHub. Codex Dream Skin supports macOS and Windows, injecting themes via the local CDP without modifying the official installation package, and allows one-click restoration to the original interface. The project has currently received about 6,800 stars. Some ridicule this as a business exploiting information asymmetry, while others believe buyers are paying for design, installation, and time-saving.

Codex Skin Sellers Profit Before Codex Itself

Market data shows that BTC has fallen below $67,000, currently priced at $66,980, with a 24-hour decline of 6.31%. The market is highly volatile, so please ensure proper risk management.

[BTC Falls Below $67,000]Market data shows that BTC has fallen below $67,000, currently priced at $66,980, with a 24-hour decline of 6.31%. The market is highly volatile, so please ensure proper risk management.

BTC Falls Below $67,000

DeXe hits new ATH, targets $40 – THESE 2 indicators back bulls

Goldman Sachs Report Deconstructs the Competitive Landscape of China's AI Large Models: Who Will Be the Long-Term Winner?

Ethereum uses less power than British Museum – Here’s what changed

Why Bitcoin miners are holding 1.19M BTC despite 10% mining stock losses

Bitcoin’s $64,000 Rebound Faces A Real Test As Sellers Wait Near $65,000

Despite $450 Million Increase in Cash, STRC Price Still Falls; It's Never Been About Money

Bitcoin banking adoption hits 32%, but ‘we’re still early,’ says Strategy’s Saylor

CASHCAT drops 32% as a whale cashes out $2.85M – Can $0.10 hold?

Breaking the Offer Price! SpaceX's Stock Price Falls Below the $135 IPO Price for the First Time, Company Bonds Decline Continuously, Yield Reaches 7.5%, Comparable to Junk Bonds

BTC Falls Below $67,000

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