Strategy докупила биткоинов на $45,6 млн

cryptonews.ruPubblicato 2025-11-21Pubblicato ultima volta 2025-11-21

Американская компания Strategy c 27 октября по 2 ноября приобрела 397 биткоинов. Средняя цена купленной монеты составила $114 771. Компания продолжает удерживать позицию крупнейшего публичного корпоративного держателя первой криптовалюты в мире.

Согласно обновленным данным, сейчас Strategy владеет 641 205 BTC на $47,49 млрд при средней стоимости $74 057 за монету. За последний месяц компания купила 1175 BTC.

Новые покупки актива профинансированы за счет доходов от выпуска обычных и привилегированных акций STRF, STRK, STRD и STRC. Накопленная прибыль компании от инвестиций в криптовалюту с начала года превысила 26%.

На прошлой неделе Strategy приобрела 390 биткоинов за $43,3 млн — это одно из самых небольших ежемесячных вложений в первую криптовалюту за историю компании. Для сравнения, в сентябре фирма приобрела 3526 биткоинов, что на 78% больше, чем в октябре.

Компания существует с 1989 года, когда была создана под именем MicroStrategy как разработчик корпоративного программного обеспечения. В августе 2020 года организация объявила о покупке биткоинов: было приобретено около 21 454 BTC за $250 млн при средней цене примерно $11 654 за монету. В 2025 году компания провела ребрендинг и сменила название на Strategy, добавив к логотипу значок биткоина.

Ранее председатель Strategy Майкл Сейлор (Michael Saylor) в беседе с каналом CNBC поделился своим прогнозом для биткоина. Бизнесмен предположил, что к концу года первая криптовалюта достигнет $150 000.

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CPU Makes a Comeback to the Table, A $170 Billion "Power Seizure" Drama Begins

A new era is dawning for the server CPU (Central Processing Unit), driven by the shift from AI model training to large-scale reasoning and the rise of Agentic AI. This article explores how the CPU is reclaiming a central role in the AI data center. For years, the focus has been on the GPU (Graphics Processing Unit) for AI training. However, as AI moves to the inference and Agent phase—where tasks involve complex, multi-step reasoning, tool calls, and data management—the workload balance is flipping. Studies show CPUs now handle over 70% of the workload in Agentic AI, up from 10-30% in training. This is because Agent tasks generate massive intermediate data (KV Cache) that exceeds GPU memory, forcing it to be offloaded to the CPU's larger, more scalable memory pools. This increased importance is translating into market changes. Major players are taking note: NVIDIA launched its first standalone CPU line, Vera, based on ARM architecture and optimized for Agent performance. AMD doubled its server CPU market forecast to over $1200 billion by 2030. Analyst reports project the total server CPU market could reach $1700 billion by 2030, with AI-driven demand being a primary driver. Furthermore, the classic ratio of CPUs to GPUs in AI servers is rapidly changing, converging from 1:8 toward 1:1 for Agent deployments. This surge in demand has led to a rare industry-wide price increase of 10-15% for server CPUs from Intel and AMD, breaking a decade-long trend of "more performance for the same price." Demand is bifurcating into high-core-count CPUs for in-rack GPU support and moderate-core CPUs for standalone Agent task orchestration. In China, this global trend presents an opportunity for domestic CPU manufacturers like Hygon (海光信息) and Huawei Kunpeng, who are bolstered by both growing AI infrastructure needs and national policies promoting technological self-reliance ("xin chuang"). The maturity of their software ecosystems is also accelerating, evidenced by faster adaptation to new AI models. In conclusion, the narrative is shifting from a GPU-centric view to one where CPU-GPU synergy is critical. The CPU is no longer a peripheral component but a performance-defining bottleneck and a key growth driver in the AI hardware stack, opening a massive new market estimated in the hundreds of billions of dollars.

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CPU Makes a Comeback to the Table, A $170 Billion "Power Seizure" Drama Begins

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TechFlow Intelligence: AMD AI Director Publicly Criticizes Claude Code for "Becoming Dumber and Lazier", Trump Claims Full Ceasefire in Hormuz But Strait Still Has 80 Unexploded Mines

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TechFlow Intelligence: AMD AI Director Publicly Criticizes Claude Code for "Becoming Dumber and Lazier", Trump Claims Full Ceasefire in Hormuz But Strait Still Has 80 Unexploded Mines

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