# Сопутствующие статьи по теме AI

Новостной центр HTX предлагает последние статьи и углубленный анализ по "AI", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Rejecting Nvidia's Offer at $6 Per Share, He Says He Can Earn More Trading Stocks

A mysterious X user known as Serenity (@aleabitoreddit) has become a significant influence in financial markets, with over 150,000 followers across three continents tracking his stock picks. His recent endorsement of UK hardware company Raspberry Pi ($RPI) triggered an approximate 90% surge in its stock price over two days, later validated by strong earnings that matched his forecasts. Previously banned from Reddit's r/wallstreetbets for a controversial post, Serenity moved to X. He claims to be a former AI research scientist who declined a job offer from Nvidia when its stock was around $6. His identity and reported investment returns (e.g., 630% in one year) remain unverified. Serenity's strategy focuses on identifying "chokepoints"—critical, often overlooked components in complex supply chains, like the indium phosphide substrates for AI datacenter optics. His calls on small-cap stocks such as AXTI and Sivers Semiconductors (SIVE) have preceded major price rallies driven by events like export controls or strategic partnerships. While his free, public research differs from typical financial influencers who sell courses, the anonymous, self-reported nature of his success warrants caution. He represents a new phenomenon where detailed, niche analysis can move markets, but his track record lacks independent audit.

marsbit05/22 02:59

Rejecting Nvidia's Offer at $6 Per Share, He Says He Can Earn More Trading Stocks

marsbit05/22 02:59

Cloudflare CEO: How I Decided Which Employees to Replace with AI?

Cloudflare CEO Matthew Prince explains his decision to lay off over 20% of the company's staff, despite record-high growth and revenue. He frames this as a necessary adaptation to AI-driven business transformation, drawing on Peter Drucker's framework of three corporate roles: builders, sellers, and measurers. Prince argues AI primarily targets "measurers"—roles in auditing, finance, legal, compliance, middle management, and operations. AI systems can perform these measuring and oversight tasks with superior objectivity, efficiency, and scale, enabling continuous auditing and faster financial processes. This allows for consolidation and automation in these areas. Conversely, "builders" (e.g., engineers) and "sellers" are seen as secure and even more valuable. AI amplifies their productivity, and human relationships remain crucial for sales. The layoffs were not merely cost-cutting but a reallocation of resources to hire more builders and sellers. Prince highlights the company's record number of open roles and its highly AI-native intern class, who are primarily builders and sellers. He concludes that AI will reshape every company by enhancing measurement capabilities, allowing human talent to focus on creating and capturing value through building and selling.

marsbit05/22 02:26

Cloudflare CEO: How I Decided Which Employees to Replace with AI?

marsbit05/22 02:26

Insider: DeepSeek Is Forming a Harness Team to Benchmark Against Claude Code

DeepSeek is reportedly forming a dedicated "Harness" team to develop a code agent product, directly targeting Anthropic's Claude Code. According to internal sources and a social media post by DeepSeek senior researcher Chen Deli, the team will focus on building "DeepSeek Code Harness." The initiative involves recruiting for key roles like Harness Product Manager and Harness R&D Engineer in Beijing. DeepSeek defines its approach with the core formula: Model + Harness = Agent. This signifies a strategic shift from merely offering a powerful coding model to creating the essential middleware that connects the model to real-world developer workflows. The Harness will handle context management, tool calls, task planning, file operations, code editing, terminal execution, and feedback loops. The move highlights that competition in AI-assisted coding is evolving from pure model capability to ownership of the developer workflow entry point. While DeepSeek has strong foundational models (e.g., DeepSeek-Coder series), it has lacked an integrated, productized agent experience. The popularity of a community-built project, DeepSeek-TUI, demonstrated developer demand for a Claude Code-like tool using DeepSeek's models, but also revealed the limitations of unofficial solutions. By building its official Code Harness, DeepSeek aims to leverage its unique advantages: direct collaboration with its model training team, control over APIs and design, the ability to create a data feedback loop for model improvement, and access to real internal task scenarios. This step is seen as crucial for DeepSeek to transform its advanced models into a leading agent product that can deeply integrate into and enhance the actual software development process.

链捕手05/22 02:14

Insider: DeepSeek Is Forming a Harness Team to Benchmark Against Claude Code

链捕手05/22 02:14

Musk's 'One-Man Dynasty' Set to Ring the Bell on June 12th

SpaceX Files for IPO, Targets Up to $2 Trillion Valuation SpaceX has officially filed for an initial public offering (IPO) with the U.S. SEC, planning to list on Nasdaq under the ticker "SPCX" on June 12. The company aims to raise $70-$80 billion, targeting a historic valuation between $1.75 and $2 trillion. Despite going public, founder Elon Musk will retain approximately 85% of the voting power through a dual-class share structure, maintaining absolute control. The S-1 filing reveals a company with sharply contrasting financial segments. In 2025, SpaceX reported $18.67 billion in revenue but a net loss of $4.94 billion. The loss was primarily driven by its AI unit, xAI, which burned $6.4 billion. In contrast, the Starlink satellite internet business was highly profitable, generating $11.4 billion in revenue and $4.4 billion in operating profit with an impressive 63% EBITDA margin. Starlink's user base grew to 10.3 million by Q1 2026, though average revenue per user has been declining. A key driver of the sky-high valuation is the recent $1.25 trillion merger with xAI, which added an AI narrative to the core aerospace business. SpaceX plans futuristic ventures like orbital AI data centers and space mining, though these are not yet revenue-generating. The company's capital expenditures are massive, exceeding $20.7 billion in 2025, with AI spending surpassing that of space operations. The IPO, led by Goldman Sachs, has drawn both enthusiasm and skepticism from Wall Street. While some hail it as a generational investment opportunity, others question the steep valuation multiples and the sustainability of funding xAI's significant losses with Starlink's profits. The listing represents a major test of market faith in Musk's long-term vision and his unique model of centralized control.

marsbit05/22 01:56

Musk's 'One-Man Dynasty' Set to Ring the Bell on June 12th

marsbit05/22 01:56

SpaceX and OpenAI Are Rushing to Go Public. Is Wall Street Ready?

SpaceX and OpenAI Rush to IPO: Is Wall Street Ready? SpaceX and OpenAI, led by former partners turned rivals Elon Musk and Sam Altman, are on a collision course to go public, igniting a potential Wall Street showdown. SpaceX filed for an IPO targeting a staggering $1.75-$2 trillion valuation. Its financials are starkly divided: while the Starlink (Connectivity) segment is profitable, these earnings are being consumed by massive losses in its core Aerospace business (rocket/Starship development) and the newly integrated AI business, formerly xAI. The entire IPO narrative hinges on investors betting that Starlink can fund Musk's long-term vision of orbital AI data centers, lunar infrastructure, and Mars colonization. OpenAI, following its legal victory over Musk, is reportedly preparing a secret IPO filing with a target to list by September. Its move is framed as a necessary "lifeline." Despite high revenue, OpenAI is burning cash at an alarming rate. Facing intense competition from rivals like Anthropic (which is nearing profitability) and pressure to sustain enormous compute costs, the IPO is seen as a critical step to secure public market funding for survival. Both companies present investors with a high-stakes gamble on future value versus present-day financial realities. SpaceX's valuation is a bet on unproven, capital-intensive space-based infrastructure. OpenAI's hinges on AI becoming a foundational platform, despite current monetization challenges and heavy losses. Their IPOs test whether Wall Street will pay a historic premium for these grand, long-term narratives or demand more conventional proof of near-term profitability, potentially setting the stage for a significant market reckoning.

marsbit05/22 01:40

SpaceX and OpenAI Are Rushing to Go Public. Is Wall Street Ready?

marsbit05/22 01:40

AI Server Power Supply Undergoes Major Transformation, ADI Bets Big with a $1.5 Billion Investment

**Title: AI Server Power Supply Undergoes Major Shift as ADI Makes $1.5 Billion Bet** **Summary:** Analog Devices Inc. (ADI) has announced a definitive agreement to acquire Empower Semiconductor in an all-cash transaction valued at approximately $1.5 billion. This move highlights the critical and growing importance of advanced power delivery technologies in the era of data-intensive AI computing. The acquisition targets Empower's key technologies that address fundamental power challenges in high-performance AI data centers: **Integrated Voltage Regulators (IVR)**, which integrate dozens of discrete components into a single IC for high density and nanosecond transient response; **ECAP Silicon Capacitors (SiCaps)**, offering ultra-low ESL/ESR for high-frequency filtering; **Vertical Power Delivery (VPD)** architecture, which reduces transmission distance and losses; and the overarching **FinFast** technology platform. ADI's strategy aims to fill the "last millimeter" gap in power delivery from the board level to directly beneath the processor die. The deal follows ADI's recent product launches and strategy focused on AI data center power, including µModule solutions, SiC switches, and 800V high-voltage DC systems. The article details the industry-wide trend towards higher integration and VPD to manage soaring GPU/accelerator power demands, now reaching kilowatt levels per card. It examines the three evolutionary stages of AI power: traditional lateral power delivery, VPD, and ultimately substrate-integrated voltage regulators (SIVR). Competitors like Infineon, MPS, Vicor, and TDK are also advancing VPD solutions, while companies like Murata, Samsung Electro-Mechanics, and Rohm are leading in silicon capacitor development. In conclusion, as AI server power consumption escalates dramatically, technologies like IVR, SiCaps, and VPD are becoming essential for efficient power delivery within constrained spaces. ADI's significant investment signals an urgent industry need for innovation in this domain.

marsbit05/22 00:38

AI Server Power Supply Undergoes Major Transformation, ADI Bets Big with a $1.5 Billion Investment

marsbit05/22 00:38

Google Officially Declares War

Google Declares War with AI-First I/O 2026 At its 2026 I/O developer conference, Google launched an aggressive, multi-pronged offensive, embedding AI across its ecosystem and challenging rivals on performance and price. The event showcased three major releases: Gemini 3.5 Flash, the video-centric Gemini Omni Flash, and the system-level AI assistant Spark. Gemini 3.5 Flash, despite being a smaller "Flash" model, outperforms its Pro counterpart in key benchmarks like mathematical reasoning (GSM8K) and coding (SWE-bench). Google attributes this to "extreme knowledge distillation" from a larger teacher model and a novel, highly granular MoE (Mixture of Experts) architecture with 256 experts, achieving sub-65ms response times. The native multi-modal model, Gemini Omni Flash, offers real-time video understanding with 120ms latency, enabling applications like preventing a cup from overfilling. The new Spark assistant gains deep Android system integration, allowing it to automate complex multi-app workflows based on voice commands. Complementing these, Google unveiled lightweight AI glasses featuring Micro-OLED displays and on-device Gemini chips for instant, offline translation and scene analysis. CEO Sundar Pichai announced Gemini has reached 900 million monthly active users, leveraged through integration into Chrome, Android, and Workspace. Google also slashed prices dramatically: the Gemini 3.5 Flash API is priced at a fraction of competitor rates. This price war is enabled by Google's vertically integrated TPU infrastructure. The strategy signals a shift: standalone AI models are becoming commoditized. Google's advantage lies in its "device + cloud + ecosystem + hardware" integration, aiming to reshape internet traffic from user-initiated searches to AI-driven service distribution. This move pressures pure-play AI firms like OpenAI and Anthropic on business models, and challenges Apple to respond in the next-generation, screen-less device race.

链捕手05/21 13:40

链捕手05/21 13:40

Musk Posted a Recruitment Ad for SpaceX, and After Reading the Comments Section, I Understood

On May 20th, SpaceX filed for a landmark IPO with a $1.75 trillion valuation. Shortly after, Elon Musk posted a recruitment call on X, seeking "world-class engineers and physicists" for SpaceX. The application process was starkly simple: email with three bullet points proving "exceptional ability," with real, complex projects as a plus. Musk promised to review qualifying emails himself. The post garnered millions of views and thousands of replies, revealing a spectrum of responses. Most comments, including a highly-upvoted humorous one listing absurd "skills," merely listed credentials or experiences in a conventional, non-differentiating way. This highlighted a key insight: a traditional resume listing degrees and skills often fails to demonstrate true exceptionalism. Effective self-presentation requires "performance efficiency." A standout reply came from an OpenAI engineering lead, who simply stated "codex." This demonstrated that for those who have built significant, recognized products, the product itself becomes the ultimate resume. The article argues that in the AI era, any tangible, shareable output—a tool, research, or online project—serves as a living, self-evident credential more powerful than a list of attributes. However, a twist emerged when applicants found the provided email address non-functional, leading to speculation that the post might also serve as an IPO publicity stunt, projecting an image of aggressive talent acquisition to investors. Ultimately, the episode served as a microcosm: some participate through performance, others through proof of work, while some question the reality of the stage itself. It underscores the enduring challenge of defining and demonstrating value in an age of abundant, yet often superficial, content.

marsbit05/21 11:34

Musk Posted a Recruitment Ad for SpaceX, and After Reading the Comments Section, I Understood

marsbit05/21 11:34

BingX Shows Robust 66% Growth YoY in CoinGecko Perpetuals Report

BingX, in partnership with CoinGecko's 2026 State of Crypto Perpetuals Report, demonstrates significant growth in the perpetuals market. The report highlights accelerating trends in tokenized real-world assets (RWAs), AI-linked markets, and multi-asset products, areas where BingX is a leader. Key findings from the report include BingX ranking #2 globally for new perpetual listings with 565 since 2025, and showing the fastest derivatives market share growth entering 2026 at 58%, with year-over-year growth exceeding 66%. This growth is attributed to strong performance in RWA assets. BingX also led in new AI-related perpetual listings with 111 markets and expanded its TradFi offerings with tokenized equities. Further aligning with its strategy, BingX introduced innovative products like pre-IPO perpetuals for SpaceX and OpenAI, and EventX, a contract for trading on global event outcomes. These developments underscore BingX's vision of a unified multi-market platform bridging crypto and traditional finance.

TheNewsCrypto05/21 11:13

BingX Shows Robust 66% Growth YoY in CoinGecko Perpetuals Report

TheNewsCrypto05/21 11:13

Viewpoint: After Surviving the Death Cycle, Why Has Privacy Pioneer Zcash Returned to the Mainstream Spotlight?

Zcash, the pioneering privacy-focused cryptocurrency built with zero-knowledge proof (ZK) technology, is re-emerging as a major narrative. Having survived a "death cycle" and proven its resilient community, Zcash is now positioned at a unique convergence of factors driving renewed institutional and retail interest. Key catalysts include the increasing institutionalization of crypto (e.g., BlackRock's ETF), which creates a "Trojan horse" for privacy adoption through Zcash's transparent mode. The rise of AI-powered on-chain surveillance makes financial privacy a critical necessity, not just for niche users but for mainstream wealth preservation against overreach. ZK technology has finally matured to enable practical, user-friendly private transactions, a core advantage over older "obfuscation" methods like Monero's ring signatures. Zcash’s narrative as "private Bitcoin"—a fork with the same 2100M cap and PoW—is simple and powerful. It competes in the store-of-value arena, offering cryptographic privacy as a fundamental human right. Its development roadmap is robust, featuring a soon-to-be-complete quantum resistance upgrade for its shielded pool, faster block times, and improved wallet support (e.g., from Ledger). With backing from major funds and a growing developer ecosystem, Zcash is seen as leading the crucial reintegration of privacy into the crypto landscape, fulfilling the original cypherpunk vision.

marsbit05/21 10:28

Viewpoint: After Surviving the Death Cycle, Why Has Privacy Pioneer Zcash Returned to the Mainstream Spotlight?