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$357 Billion Evaporated! Microsoft Plummets: Is the Death Knell for the AI Bubble Officially Sounding?

Microsoft's stock plummeted 7% in a single day, erasing $357 billion in market value, despite reporting strong quarterly results with a 23% profit increase and record revenue of $81.3 billion. The decline was driven by concerns over slowing Azure growth (38% vs. previous 39%) and rising capital expenditures. High hardware prices, especially for HBM memory, squeezed cloud margins, dropping profitability to around 67%. Heavy reliance on OpenAI—45% of future cloud contracts—and competition from low-cost open-source AI alternatives added to investor anxiety. While Microsoft benefits from paper gains on its OpenAI stake, markets are questioning the sustainability of its capital-intensive AI model and its ability to monetize next-gen services like Copilot effectively.

比推Hace 2 días 00:23

$357 Billion Evaporated! Microsoft Plummets: Is the Death Knell for the AI Bubble Officially Sounding?

比推Hace 2 días 00:23

Salad.com and Golem Network Partner To Bridge Web2 and Decentralized Computing

Salad.com and Golem Network have partnered to test the integration of traditional cloud computing with decentralized infrastructure. Salad will run real commercial workloads—including AI inference, 3D rendering, and drug-discovery simulations—on Golem’s decentralized network. The goal is to evaluate compatibility, cost efficiency, and the benefits of crypto-based settlements. Salad, which operates a GPU cloud service using global devices, still relies on centralized systems for payments and user rewards. This experiment aims to reduce operational overhead and explore whether decentralized infrastructure can support Salad’s scale while introducing cryptocurrency payments—a feature requested by users. The collaboration reflects a broader industry trend where Web2 companies experiment with Web3 infrastructure to improve transparency, lower costs, and leverage underutilized global computing resources. If successful, it could make high-performance computing more accessible and efficient through decentralized models.

ccn.com01/13 13:07

Salad.com and Golem Network Partner To Bridge Web2 and Decentralized Computing

ccn.com01/13 13:07

Waterdrip Capital: BTC in One Hand, AI Computing Power in the Other — Gold and Oil in the Digital Intelligence Era

Waterdrip Capital's article "Waterdrip Capital: BTC in One Hand, AI Computing Power in the Other—Gold and Oil in the Digital Intelligence Era" explores the parallel between the 19th-century oil boom and today's AI and blockchain revolution. It argues that AI computing power is the "new oil" driving the next industrial revolution, while Bitcoin (BTC) serves as the "new gold" for value storage in the digital age. The piece reviews market volatility in 2025, including Trump's tariff policies, gold surpassing $4,500, and crypto market swings due to the GENIUS Act. It highlights massive AI infrastructure investments by giants like NVIDIA, Microsoft, Amazon, Google, Meta, and xAI, with global data center power demand projected to rise 165% by 2030. AI is seen as moving from hype to tangible productivity gains, though it may disrupt white-collar jobs. The GENIUS Act legitimizes stablecoins and RWA (Real World Assets), enabling AI computing power to become a tradable,抵押-friendly asset on-chain. Companies like CoreWeave and GoodVision AI are emerging as key players in decentralized, efficient compute provisioning. The convergence of AI (productivity) and BTC (store of value) creates a "dual consensus" future, where compute becomes currency and transforms global economic structures.

比推01/08 18:01

Waterdrip Capital: BTC in One Hand, AI Computing Power in the Other — Gold and Oil in the Digital Intelligence Era

比推01/08 18:01

Filecoin Surges 11% in a Single Day After Breaking Downtrend— Is a Trend Reversal Forming?

Filecoin (FIL) surged nearly 11.76% in 24 hours, trading at $1.45 with a daily volume increase of 225%, reaching $326 million. The rally is largely attributed to the upcoming launch of Onchain Cloud this month, which aims to expand Filecoin’s utility from storage distribution to programmable storage and retrieval, strengthening its role in DePIN and AI infrastructure. Technically, FIL broke out of a downtrend, bouncing from the $1.20–$1.25 support zone and stabilizing around $1.45. If it holds above $1.35, further upside toward $1.50–$1.65 is possible. Key indicators like RSI above 50 and a bullish MACD crossover suggest growing momentum. However, a break below $1.25 could lead to further decline. Derivative interest also rose significantly, with open interest up 28.99% to $200.39 million, reflecting increased trader confidence.

TheNewsCrypto01/02 11:36

Filecoin Surges 11% in a Single Day After Breaking Downtrend— Is a Trend Reversal Forming?

TheNewsCrypto01/02 11:36

Blockchain and no-code tools challenge AWS' dominance: Crypto exec

The rise of AI-powered no-code tools and blockchain technology is challenging Amazon Web Services' dominance in cloud computing, according to Lomesh Dutta of the Dfinity Foundation. These tools democratize app creation and enable AI-driven, continuously updated user experiences without relying on centralized servers. Blockchain provides a secure, tamper-resistant infrastructure that operates without constant human intervention. Despite promoting decentralization, many crypto and Web3 projects still depend on AWS, as seen in multiple 2025 outages that disrupted major platforms like Binance, Coinbase, and MetaMask. Industry executives argue that true decentralization must extend beyond the ledger to infrastructure to avoid reliance on centralized providers.

cointelegraph12/20 17:44

Blockchain and no-code tools challenge AWS' dominance: Crypto exec

cointelegraph12/20 17:44

Abandoning Mining for the Cloud: Bitcoin Miners Reshape Business Models in the AI Era

Bitcoin miners are facing a survival crisis due to declining Bitcoin prices and rising operational costs, with the average cost to mine one Bitcoin now exceeding its market value. In response, many are pivoting to leasing data center space to major tech companies for AI computational needs. This shift leverages their existing infrastructure—including power capacity, cooling systems, and high-performance hardware—to meet the explosive demand for AI data processing. Companies like Core Scientific have successfully transitioned, turning losses into profits by repurposing their facilities. This move not only provides stable revenue streams but also enhances the industry’s overall resilience, signaling a broader evolution from pure cryptocurrency mining toward diversified digital asset technology services.

比推12/16 13:19

Abandoning Mining for the Cloud: Bitcoin Miners Reshape Business Models in the AI Era

比推12/16 13:19

Bitcoin Miners Are Abandoning 'Mining' for 'Cloud'

Facing a survival crisis due to declining Bitcoin prices and rising operational costs, Bitcoin miners are increasingly pivoting to AI data center leasing as a sustainable alternative. The core business model of Bitcoin mining has become economically unviable, with the average cost to mine one Bitcoin reaching approximately $74,600—exceeding its current market price of around $91,000, resulting in significant per-unit losses. Miners are leveraging their existing infrastructure—including high-performance GPUs, pre-approved large-scale power capacity, and advanced cooling systems—to meet the explosive demand from tech giants for readily available AI data center space. This shift not only provides a stable revenue stream but also reduces reliance on volatile crypto markets. Companies like Core Scientific have successfully transitioned, now operating about 200 MW of data center capacity with plans to expand further. Beyond data center leasing, some miners are exploring broader digital asset technology (DAT) business models. This industry-wide evolution signals a move toward greater resilience and maturity, as weaker pure-play miners exit and leading firms diversify into integrated service providers.

深潮12/16 03:29

Bitcoin Miners Are Abandoning 'Mining' for 'Cloud'

深潮12/16 03:29

Oracle Plunges 40%, Will Excessive AI Infrastructure Overbuild Drag Down Giants?

Oracle's stock has plummeted 40% from its September peak, despite securing over $500 billion in AI infrastructure orders, signaling that massive backlogs alone no longer assure investor confidence. Similarly, Broadcom, with a $73 billion AI order backlog, and CoreWeave, which recently landed $36 billion in deals with OpenAI and Meta, have also faced stock declines. The market is growing skeptical of the AI infrastructure boom, concerned not only about suppliers' ability to fund and deliver these projects but also about the financial health and commitment of their major clients—primarily tech giants like Meta, Alphabet, Microsoft, Amazon, Apple, and Nvidia, alongside AI startups like OpenAI and Anthropic. While giants have robust finances, they are increasingly relying on debt to fuel AI capex, with soaring expenditures on data centers straining cash reserves and free cash flow. For instance, Microsoft, Alphabet, and Amazon are projected to collectively invest $1 trillion over four years. However, AI still contributes minimally to their overall revenue, raising questions about the sustainability of using profits from core businesses to fund speculative AI expansions. Execution challenges—such as power grid limitations, cooling issues, and community opposition—further complicate timely deployment. The critical uncertainty remains: if exponential AI demand fails to materialize and monetize quickly enough, these vast investments could lead to underutilized infrastructure, massive losses, and a fundamental weakening of these tech titans. The race between AI infrastructure build-out and actual market payoff will determine whether this bet becomes a triumph or a disastrous overreach.

marsbit12/13 06:04

Oracle Plunges 40%, Will Excessive AI Infrastructure Overbuild Drag Down Giants?

marsbit12/13 06:04

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