# Сопутствующие статьи по теме Nvidia

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

Must-Watch Next Week｜Seven Central Banks to Deliver Interest Rate Bombshells in Succession; NVIDIA GTC Conference Kicks Off (3.16-3.22)

Next week (March 16-22) is packed with major financial and tech events. Key highlights include interest rate decisions from seven central banks: the Reserve Bank of Australia (March 17, 11:30), the Bank of Canada (March 18, 21:45), the Bank of Japan (March 19, time TBD), the Swiss National Bank (March 19, 16:30), the US Federal Reserve (March 19, 02:00, followed by a press conference), the Bank of England (March 19, 20:00), and the European Central Bank (March 19, 21:15). The NVIDIA GTC 2026 conference opens on March 16 in San Jose, featuring a keynote by CEO Jensen Huang. Other significant events include the US releasing February PPI data (March 18, 20:30), the launch of Noble's new EVM Layer 1 mainnet (March 18), and the Bitcoin ecosystem BTCS launching its mining ecosystem (March 20). Additional developments include the Hong Kong Monetary Authority potentially releasing its first stablecoin license shortlist, featuring institutions like Standard Chartered and HSBC; the Trump administration beginning a release of US strategic oil reserves; and Microsoft internally testing OpenClaw for potential integration into Teams.

marsbit03/15 08:21

Must-Watch Next Week｜Seven Central Banks to Deliver Interest Rate Bombshells in Succession; NVIDIA GTC Conference Kicks Off (3.16-3.22)

marsbit03/15 08:21

Firecrawl Launches Web Scraping Tool for Agents, NVIDIA Releases Nemotron 3 Super: What's the English Community Discussing Today?

Over the past 24 hours, key discussions in the English-speaking crypto and AI communities centered on several major developments. Firecrawl launched a CLI toolchain specifically for AI agents, enabling efficient web scraping and data extraction, though its pricing drew some criticism. Nvidia released Nemotron 3 Super, a 120B-parameter open-weight model with a 1M-token context window, raising both excitement and concerns over latency and safety. Google introduced Nano Banana 2, a high-speed image generation model, though its naming was met with mixed reactions. In AI agent infrastructure, Base44’s Superagent entered the cloud-based agent automation space, intensifying competition with local solutions like OpenClaw and raising debates over security and centralization. Ramp’s AI Index suggested Anthropic is gaining traction as the preferred enterprise AI vendor over OpenAI. In crypto, Solana continued to strengthen its infrastructure with DoubleZero Edge’s real-time market data via multicast technology and led in stablecoin transfer volume after filtering wash trading. Jupiter launched its Season 2 rewards program with a $2M JupUSD pool. Ethereum saw progress in L2 interoperability with on.eth addressing cross-chain identity fragmentation. Base ecosystem projects like Noise.xyz and rip.fun attracted significant attention, while Circle experimented with AI agents autonomously managing a hackathon using USDC. Perp DEX Lighter introduced a revised market structure to improve fairness, and prediction market platform Kalshi noted growing institutional engagement, with Marco Rubio emerging as an early favorite for the 2028 U.S. presidential election. Overall, themes included the shift toward cloud-based AI agents, model capability races, enterprise AI adoption, and the maturation of on-chain trading and prediction markets.

marsbit03/12 15:41

Firecrawl Launches Web Scraping Tool for Agents, NVIDIA Releases Nemotron 3 Super: What's the English Community Discussing Today?

marsbit03/12 15:41

Strongest Earnings Report in 15 Years Fails to Mask Trillion-Dollar Debt; Oracle Rumored to Lay Off 30,000 in 'AI Replacement' Move—Can It Fill the Computing Power Pit?

Oracle reported its strongest financial results in 15 years, with Q3 revenue reaching $17.2 billion, a 22% year-over-year increase, and cloud revenue surging 44%. The company's remaining performance obligations (RPO) grew 325% to $553 billion. Despite these gains, Oracle faces significant financial challenges, including negative free cash flow of -$13.18 billion over the past 12 months and total debt exceeding $100 billion, with an additional $248 billion in off-balance-sheet lease commitments. To fund its aggressive data center expansion—with capital expenditures projected to reach $50 billion this year—Oracle is reportedly planning to lay off up to 30,000 employees. Analysts estimate these cuts could save the company $8–10 billion in free cash flow. The shift toward an asset-light “AI infrastructure management” model, where clients prepay or supply their own GPUs, reduces balance sheet pressure but also transforms Oracle into a lower-margin service operator. Competitive pressures are mounting: key clients like OpenAI have canceled expansion plans due to rapid chip obsolescence, as NVIDIA’s new Vera Rubin chips offer significantly better performance. This reflects a broader industry trend where tech giants are cutting jobs to fund AI investments, transferring the cost of technological advancement onto their workforce.

marsbit03/11 05:57

Strongest Earnings Report in 15 Years Fails to Mask Trillion-Dollar Debt; Oracle Rumored to Lay Off 30,000 in 'AI Replacement' Move—Can It Fill the Computing Power Pit?

marsbit03/11 05:57

Crypto Morning Brief: Meta Acquires Moltbook, Nvidia Plans to Launch NemoClaw

Crypto Morning Brief: Meta acquires Moltbook, Nvidia plans to launch NemoClaw U.S. Defense Secretary announced plans for high-intensity strikes against Iran. The IEA proposed its largest-ever oil reserve release to curb rising prices. The first "Lobster Conference" on AI agents will be held in Shanghai in March 2026. In tech and crypto news, Meta acquired Moltbook, terms undisclosed. SolanaFloor was acquired by Jito and resumed operations. Kraken's xStocks platform launched a points program, hinting at a potential token. Nasdaq partnered with Seturion to advance tokenized settlement in Europe. China's national internet emergency center issued a security risk warning for OpenClaw AI agents, recommending enhanced security measures for deployment. Nvidia plans to introduce an open-source AI agent platform named NemoClaw, targeting enterprise use without hardware restrictions. Peter Thiel's Founders Fund is nearing a $6 billion raise for its new growth fund. Tencent is reportedly building a new AI agent for its WeChat app. Recommended reads include analysis on Bitcoin as AI's native currency, a market summary of volatile oil prices and a stable crypto market, and perspectives on how AI and institutional capital are transforming crypto.

marsbit03/11 01:23

After Sending NVIDIA AI Servers into Space, This Space Startup Now Sets Its Sights on Bitcoin Mining

A space computing startup, Starcloud, is expanding its ambitions after successfully sending NVIDIA AI servers into orbit. The company now plans to launch Bitcoin mining operations into space, aiming to leverage the advantages of the extraterrestrial environment. CEO Philip Johnston revealed that Starcloud intends to deploy Bitcoin ASIC hardware on its Starcloud-2 satellite, scheduled for launch in 2026. If successful, it would mark the first-ever Bitcoin mining operation in space. The company believes space offers significant benefits, including near-limitless solar energy, reduced cooling costs due to extreme environmental conditions, and freedom from terrestrial energy constraints and regulatory pressures. However, the economic viability remains uncertain due to high launch costs, hardware durability challenges in high-radiation environments, and rapidly evolving mining technology. While the initiative may currently hold more symbolic than practical value, it reflects a growing trend of extending blockchain and computing infrastructure beyond Earth. Starcloud, backed by investors like a16z and Sequoia, has already made strides by training an AI model in orbit using an NVIDIA H100 GPU. The company, along with others like Google and SpaceX, is part of a broader movement to develop space-based data centers, signaling that the next frontier for AI and computing may indeed be in orbit.

marsbit03/10 05:33

After Sending NVIDIA AI Servers into Space, This Space Startup Now Sets Its Sights on Bitcoin Mining

marsbit03/10 05:33

Bitcoin Mining Is Leaving Earth: Nvidia-Backed Firm Targets Space

Starcloud, backed by Nvidia, plans to launch Bitcoin ASIC miners into low Earth orbit later this year, following a previous mission that sent an Nvidia H100 GPU to space. The company argues that space-based mining could reduce energy and cooling costs by using solar power and the vacuum of space for heat dissipation. However, significant challenges remain, including high launch costs, hardware durability in radiation-heavy environments, and the difficulty of repairs and replacements. While the long-term vision includes a constellation of orbital data centers for commercial clients, the immediate goal is a technical demonstration to measure feasibility, uptime, and energy efficiency.

bitcoinist03/09 15:01

Bitcoin Mining Is Leaving Earth: Nvidia-Backed Firm Targets Space

bitcoinist03/09 15:01

Who is Making Money in the AI Era? The Must-See Investment List for HALO Asset Trading

The article examines who profits in the AI era, revisiting Daniel Gross's 2024 questions on AI's impact. It finds value is concentrated in infrastructure: Nvidia, with a $3.2 trillion market cap increase, captured most profits, while cloud providers like Microsoft saw modest gains. Energy emerged as a critical bottleneck, with nuclear and utility stocks surging. Copper demand soared due to data centers, while coal saw mixed results. Geopolitically, the US leads in AI investment and model development. API costs plummeted 50x, driving deflation in knowledge production, but overall SaaS revenues grew. Key bottlenecks include chip packaging and power transformers. The piece also discusses AI's uneven impact on employment, regional real estate, and the fragile balance in semiconductor supply chains, particularly on Taiwan.

marsbit03/06 06:41

Who is Making Money in the AI Era? The Must-See Investment List for HALO Asset Trading

marsbit03/06 06:41

Once SBF's Protege, Now Managing a $5.5 Billion AI Fund

Leopold Aschenbrenner, a 24-year-old former member of FTX’s Future Fund team and later an OpenAI researcher, now manages Situational Awareness LP—an AI-focused investment fund that grew its disclosed holdings from $225 million in Q4 2024 to $5.5 billion by Q4 2025. After being fired from OpenAI in 2024 over internal disputes on AI safety, Aschenbrenner authored a influential 165-page paper on AGI, which led to the launch of his fund. Backed by investors like the Collison brothers and Nat Friedman, the fund concentrates on AI infrastructure—energy, compute, and storage—while avoiding mainstream tech giants. Its top holding, Bloom Energy, surged over 10x. The portfolio also includes Bitcoin miners pivoting to AI compute, reflecting Aschenbrenner’s strategic shift from crypto to AI. His trajectory contrasts sharply with that of SBF, his former FTX associate, highlighting a redirection from effective altruism-rooted crypto ventures toward AI-driven investing.

比推03/05 16:47

Once SBF's Protege, Now Managing a $5.5 Billion AI Fund

比推03/05 16:47

SBF's Protege Turns $225 Million into $5.5 Billion in One Year

Leopold Aschenbrenner, a 24-year-old former member of FTX’s Future Fund team and later an OpenAI employee, has become one of the most talked-about figures in AI investing. His fund, Situational Awareness LP, grew its publicly disclosed holdings from $255 million in Q4 2024 to $5.5 billion by Q4 2025—an extraordinary surge in just one year. Aschenbrenner, who graduated top of his class from Columbia University, was involved in the effective altruism movement, much like SBF. After FTX’s collapse, he joined OpenAI’s Superalignment team but was fired in 2024 over internal disagreements regarding AI safety. Shortly after, he published a influential 165-page essay on AI and the path to superintelligence, which led him to establish his AI-focused investment fund. Situational Awareness LP’s strategy is highly concentrated, with 86% of its portfolio in its top ten holdings. It focuses on upstream AI infrastructure—such as energy, computing power, and hardware—rather than application-layer companies. Notable positions include Bloom Energy (which saw a 10x gain), several Bitcoin mining firms transitioning to AI compute (like Core Scientific and Bitdeer), and a short position on Infosys, betting AI will replace IT outsourcing. Aschenbrenner’s story mirrors that of other brilliant young figures in tech and finance, but unlike SBF—now imprisoned—he has pivoted successfully into the AI boom, turning disruption into opportunity.

Odaily星球日报03/05 07:28

SBF's Protege Turns $225 Million into $5.5 Billion in One Year

Odaily星球日报03/05 07:28

AI Cryptocurrencies as Nvidia Decides to End Investments in OpenAI and Anthropic

AI cryptocurrencies have surged over 24 hours, with the collective market cap rising by 1.49%. Tokens like RENDER, KITE, and FET saw gains, though NEAR declined, possibly due to a correction after recent growth. Despite Nvidia CEO Jensen Huang hinting at ending investments in OpenAI and Anthropic—reportedly due to OpenAI’s planned $1 trillion IPO and Anthropic’s Pentagon-related controversies—the market remained resilient. Broader crypto recovery was also noted, with Bitcoin surpassing $72,000 and Ethereum rising over 7%. The uptrend occurred despite ongoing Middle East tensions and geopolitical threats from former U.S. President Trump toward Spain.

TheNewsCrypto03/05 06:46

AI Cryptocurrencies as Nvidia Decides to End Investments in OpenAI and Anthropic