# Infrastructure Articoli collegati

Il Centro Notizie HTX fornisce gli articoli più recenti e le analisi più approfondite su "Infrastructure", coprendo tendenze di mercato, aggiornamenti sui progetti, sviluppi tecnologici e politiche normative nel settore crypto.

No More Selling Shoes, Now Selling Computing Power: Will AI Computing Power Follow the Same Path as DAT?

Former footwear brand Allbirds announced a pivot to AI computing infrastructure under the name NewBird AI, raising $50 million and causing its stock to surge 582% in a single day. This shift echoes last year’s trend of companies rebranding as Digital Asset Treasuries (DATs), though the AI compute model differs significantly. The move highlights a structural shortage in AI computing power. Gartner projects global AI spending to reach $2.52 trillion by 2026, with over half dedicated to infrastructure. Major tech firms like Microsoft, Google, and Amazon are ramping up capital expenditures, yet supply remains constrained due to long GPU lead times and soaring demand from both training and inference workloads. Nvidia CEO Jensen Huang predicts a $1 trillion AI chip and infrastructure market by 2027. Unlike DAT companies—which held volatile crypto assets—AI compute firms rely on physical infrastructure, operational expertise, and long-term contracts that generate recurring revenue. However, analysts caution that Allbirds’ modest funding and lack of experience may signal “AI-washing,” akin to earlier blockchain hype. While the strategy offers a potential lifeline for struggling public companies, sustainable success requires genuine operational capability and significant investment.

Odaily星球日报1 h fa

No More Selling Shoes, Now Selling Computing Power: Will AI Computing Power Follow the Same Path as DAT?

Odaily星球日报1 h fa

Dialogue with a16z Co-founder: The Physical Laws of the Old World Are Dead, Crypto Becomes Key Infrastructure for AI

At a16z Fintech Connect, Ben Horowitz discusses how AI revolution is fundamentally rewriting the rules of software competition. He argues that traditional moats like data lock-in and UI familiarity are vanishing, as AI can easily replicate code, transfer data, and interact flexibly with software. CEOs of legacy companies must recognize these shifts and pivot towards delivering unique value beyond outdated advantages. Horowitz highlights that while some businesses face obsolescence, others with complex, entrenched operational networks (like travel platforms) may retain relevance. The conversation also covers critical infrastructure bottlenecks in the AI boom—from GPU shortages and power constraints to supply chain issues—emphasizing the need for massive investment in physical and digital infrastructure. Horowitz strongly links AI and blockchain, arguing that crypto is essential for solving AI-generated problems: identity verification, content authenticity, fraud prevention, universal basic income distribution, and enabling AI economic agency. Looking ahead, he speculates on VC’s evolving role—whether it scales up alongside mega-companies or adapts to a decentralized compute landscape—and strikes an optimistic note on AI’s long-term impact, foreseeing unprecedented improvements in global living standards despite transitional disruption.

marsbit3 h fa

Dialogue with a16z Co-founder: The Physical Laws of the Old World Are Dead, Crypto Becomes Key Infrastructure for AI

marsbit3 h fa

Pundit Says Stop Analyzing XRP On A Chart, Do This Instead

Market analyst Luke Suther argues that traditional chart-based analysis fails to capture XRP's true long-term value. Instead, he emphasizes evaluating XRP's underlying utility as a settlement layer within the global financial infrastructure, estimated at $5.53 quadrillion. This includes systems like SWIFT, DTCC, major banks, and payment processors. Suther contends that XRP's price should be assessed based on its capacity to facilitate fast, low-cost, large-scale value transfers. He explains that a higher XRP price is functionally necessary to support efficient institutional liquidity and minimize slippage, rather than being measured by market cap alone.

bitcoinist4 h fa

Pundit Says Stop Analyzing XRP On A Chart, Do This Instead

bitcoinist4 h fa

Stables Partners With Mansa to Fix Asia’s Stablecoin Liquidity Gap

Stables, an API-first infrastructure platform, has partnered with settlement infrastructure provider Mansa to address the severe lack of stablecoin connectivity across Asia. Despite the region accounting for 60% of global stablecoin movements, only 1% of local banks support the technology, creating a significant infrastructure gap. The collaboration establishes a dedicated liquidity layer for Stables’ fiat-to-USDT corridor network, enabling fintechs and developers to settle large transactions efficiently and bypass fragmented banking systems. Mansa, which has processed $394 million across over 40 currency corridors since August 2024, will provide the necessary short-term liquidity to ensure stability during volatile periods. Stables’ CEO highlighted that the partnership supplies the deep liquidity required to make USDT a functional tool for large-scale cross-border commerce. The company, which handles over $1.5 billion in annual payment volume, is licensed in Australia, Europe, and Canada, and manages a full-stack compliance solution. This partnership reinforces Stables' role as a key orchestration layer in Asia’s USDT ecosystem.

TheNewsCrypto17 h fa

Stables Partners With Mansa to Fix Asia’s Stablecoin Liquidity Gap

TheNewsCrypto17 h fa

0G Labs Launches Consumer-Grade AI Development Platform Based on Decentralized Infrastructure

0G Labs has launched 0G App, a consumer AI development platform that enables users to build applications using natural language instructions without coding. It combines decentralized infrastructure, privacy-preserving Trusted Execution Environment (TEE) verification, and integrated token and AI agent deployment. The platform aims to bridge the gap between Web2 usability and Web3 infrastructure, allowing users to create, preview, and deploy applications entirely within a unified ecosystem. Key features include support for real-time iteration, hardware-secured AI inference (using Intel TDX and NVIDIA H100/H200), and the use of the GLM-5 74.4B parameter model. Additionally, 0G App includes a "Launcher Hub" for app, agent, and token deployment, with compute resources tied to the $0G token. Applications can be deployed to platforms like Vercel while storing data on 0G’s decentralized storage layer.

marsbit22 h fa

0G Labs Launches Consumer-Grade AI Development Platform Based on Decentralized Infrastructure

marsbit22 h fa

Hong Kong Issues Licenses, Stablecoin Landscape Shifts: Who is Reshaping the Next Generation Financial Map?

Hong Kong's financial landscape has entered a new phase with the issuance of the first stablecoin licenses by the Hong Kong Monetary Authority (HKMA) on April 10, 2026. Anchor Fintech and HSBC were granted the initial approvals, marking the completion of a regulatory framework that spans legislation, review, and licensing. This move signals a strategic shift in the role of stablecoins—from being auxiliary tools in crypto trading to integral components in cross-border payments, tokenized asset transactions, and programmable finance. With only 2 licenses issued from 36 applications, HKMA has adopted a highly selective, quality-over-quantity approach. The licensing process underscores Hong Kong’s ambition to position itself as a leader in digital finance infrastructure, combining banking credibility, payment networks, and blockchain capabilities. Compared to the EU’s MiCA framework and the UK’s upcoming crypto regulations, Hong Kong has gained a first-mover advantage in institutionalizing stablecoins. The city has already laid the foundation with initiatives like tokenized green bonds, e-HKD trials, and the Project Ensemble Sandbox. Globally, dollar-backed stablecoins still dominate over 90% of the market. Hong Kong’s strategy is not to directly challenge the dollar’s dominance but to create a regulated, scalable path for non-dollar stablecoins. It also complements mainland China’s digital yuan system, forming a two-tiered structure: onshore digital RMB for domestic use, and Hong Kong’s licensed stablecoins for offshore and international applications. While this is a significant step, success will depend on whether Hong Kong can build sufficient network effects and real-world adoption to compete with established dollar stablecoins. The focus remains on turning a high-standard regulatory model into a system with tangible scale and influence.

marsbitIeri 15:53

Hong Kong Issues Licenses, Stablecoin Landscape Shifts: Who is Reshaping the Next Generation Financial Map?

marsbitIeri 15:53

Even Facing Gunshots and Jail, Why Do Small-Town Americans Still Oppose AI Data Centers?

Residents in small American towns are fiercely opposing AI data center projects, even resorting to extreme measures like shooting at officials' homes. The backlash is driven by concerns over massive resource consumption, lack of transparency, and disproportionate economic impact. For instance, Festus, Missouri, voted to recall half its city council after approving a $6 billion project without public hearings. A single data center can consume 3.6 times more electricity and significant water compared to a small city’s residential use, threatening local resources. Organized opposition groups have grown from 142 to 188 in a year, halting or delaying projects worth $162 billion. The bottleneck for AI expansion is shifting from power contracts to local politics, where grassroots resistance is intensifying.

marsbit2 giorni fa 08:25

Even Facing Gunshots and Jail, Why Do Small-Town Americans Still Oppose AI Data Centers?

marsbit2 giorni fa 08:25

Monthly Salary of 30K: Guarding DeepSeek's Data Center on the Inner Mongolia Grassland

Monthly salary of 30,000 RMB to operate and maintain DeepSeek’s data center in the grasslands of Inner Mongolia. DeepSeek is hiring data center operation and delivery managers instead of AI researchers or algorithm engineers, signaling a strategic shift toward physical compute infrastructure. The company, known for its cost-efficient AI models, is now expanding its efficiency-first philosophy from software to hardware—optimizing not just training and inference efficiency, but also the total cost of ownership (TCO), including cooling and electricity. The data center is located in Ulanqab, a key hub in China’s "East Data West Computing" project. With a cool climate enabling natural server cooling and a PUE under 1.2, plus over 65% clean energy usage, the region is ideal for large-scale computing. It already hosts major cloud providers like Huawei and Alibaba, reducing risks for DeepSeek’s expansion. This move comes ahead of DeepSeek’s rumored V4 model launch, expected in late April, which may feature trillion-scale parameters and a 1M+ context window. As algorithmic gains slow, physical compute power becomes a critical moat. The company has also recently introduced "Fast Mode" and "Expert Mode" on its web platform, hinting at more advanced capabilities ahead.

marsbit2 giorni fa 08:05

Monthly Salary of 30K: Guarding DeepSeek's Data Center on the Inner Mongolia Grassland

marsbit2 giorni fa 08:05

The True Target of Hong Kong's 'Open Scheme' Was Never Stablecoins

Hong Kong's recent issuance of the first stablecoin licenses to HSBC and Standard Chartered—while excluding strategic players like Bank of China Hong Kong—has sparked market disappointment. However, this move may be a deliberate “managed failure” designed not to promote a commercial stablecoin industry, but to advance the government’s broader financial infrastructure goals. The licensed banks, with limited commercial incentive, are effectively subsidizing the development of user education, technical infrastructure, and regulatory frameworks. Their participation ensures that Hong Kong can build the ecosystem needed for its central bank digital currency (e-HKD) without direct public investment. Key narratives around stablecoin use cases—cross-border payments, RWA tokenization, and retail consumption—are structurally flawed and unsustainable in Hong Kong’s context. Instead, the licensing framework serves as a tool to channel private sector resources into developing a state-controlled digital clearing system. The ultimate aim is to reclaim monetary clearing sovereignty amid global shifts toward CBDCs and digital monetary competition. While surface-level Web3 excitement fades, Hong Kong is positioning itself to compete as a next-generation financial hub with a modernized, sovereign financial infrastructure.

marsbit2 giorni fa 07:14

The True Target of Hong Kong's 'Open Scheme' Was Never Stablecoins

marsbit2 giorni fa 07:14

Claude's Intelligence Decline: Suicide or Playing Dead?

Recent reports indicate that Claude Opus 4.6, Anthropic's flagship model, has experienced a significant decline in performance, with its global ranking dropping from 2nd to 10th on BridgeBench. Accuracy fell sharply from 83.3% to 68.3%, while the hallucination rate nearly doubled. Users expressed frustration over the model's reduced capability for complex tasks. However, leaked internal screenshots suggest Anthropic is shifting focus toward a broader strategy: developing Claude Projects, a full-stack application builder. This platform allows users to create functional applications—such as AI chatbots, interactive games, and SaaS dashboards—with minimal coding, potentially making traditional programming obsolete. Anthropic’s move appears to prioritize platform ecosystem development over model leaderboard rankings. With annual revenue reaching $30 billion, largely from API usage, the company aims to reduce dependency on commoditized AI models by creating a sticky, integrated environment where users build and deploy directly within its ecosystem. This strategic pivot reflects a broader industry trend where becoming an indispensable infrastructure matters more than having the highest-performing model in benchmarks.

marsbit2 giorni fa 12:02

Claude's Intelligence Decline: Suicide or Playing Dead?

marsbit2 giorni fa 12:02

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