律动BlockBeats
106.1k Posts
律动BlockBeats
Square Verified+Report
Block User
律动BlockBeats是最具有影响力的中文媒体之一。为满足区块链初学者、爱好者、从业者、投资者等多种类型读者需求，内容类型囊括区块链及数字货币入门学习文章、热门事件报道、律动原创研究、行业现象深度剖析、知名大 V 观点分享、一线高质量采访等，内容展示形式包括图文、音频及视频。
6 Following
25.6K+ Followers
182.0K+ Liked
1 Badges
Posts
·
--
See translation
BlockBeats 消息，7 月 8 日，据 Lookonchain 监测，交易者 0xeee2 仅花费 86 美元买入 CASHCAT，目前总利润已达约 160 万美元，回报率约 19,061 倍。
该交易者花费 86 美元买入 1750 万枚 CASHCAT，随后卖出 360 万枚 CASHCAT，获得约 39.05 万美元。
目前，该地址仍持有 1380 万枚 CASHCAT，价值约 124 万美元。按已卖出收益及剩余持仓价值计算，其总利润约为 160 万美元。
BlockBeats 消息，7 月 8 日，据 Lookonchain 监测，交易者 0xeee2 仅花费 86 美元买入 CASHCAT，目前总利润已达约 160 万美元，回报率约 19,061 倍。
该交易者花费 86 美元买入 1750 万枚 CASHCAT，随后卖出 360 万枚 CASHCAT，获得约 39.05 万美元。
目前，该地址仍持有 1380 万枚 CASHCAT，价值约 124 万美元。按已卖出收益及剩余持仓价值计算，其总利润约为 160 万美元。
该交易者花费 86 美元买入 1750 万枚 CASHCAT，随后卖出 360 万枚 CASHCAT，获得约 39.05 万美元。
目前，该地址仍持有 1380 万枚 CASHCAT，价值约 124 万美元。按已卖出收益及剩余持仓价值计算，其总利润约为 160 万美元。
13
·
--
EVAA Protocol Releases AI Agent Teaser; Community Speculates It Could Bring a New AI Interaction Experience to TON DeFiBlockBeats news: On July 8, the TON ecosystem lending protocol EVAA Protocol released its first AI Agent teaser content. It announced that the EVAA Agent is about to be launched and invited the community to guess its core functions; those who guess correctly will have the chance to receive rewards.
According to the official released promotional video short, the screen shows prompts such as “Connecting to TON network” and “Liquidity synced,” and displays the product deployment progress in the form of “Deploying EVAA_AGENT.exe.” This has led the community to speculate that the product may revolve around AI-driven DeFi interactions in the context of Telegram. Whether it will include functions such as liquidity management and lending/borrowing optimization still remains to be further announced by the official.
EVAA Protocol Releases AI Agent Teaser; Community Speculates It Could Bring a New AI Interaction Experience to TON DeFi
BlockBeats news: On July 8, the TON ecosystem lending protocol EVAA Protocol released its first AI Agent teaser content. It announced that the EVAA Agent is about to be launched and invited the community to guess its core functions; those who guess correctly will have the chance to receive rewards.
According to the official released promotional video short, the screen shows prompts such as “Connecting to TON network” and “Liquidity synced,” and displays the product deployment progress in the form of “Deploying EVAA_AGENT.exe.” This has led the community to speculate that the product may revolve around AI-driven DeFi interactions in the context of Telegram. Whether it will include functions such as liquidity management and lending/borrowing optimization still remains to be further announced by the official.
According to the official released promotional video short, the screen shows prompts such as “Connecting to TON network” and “Liquidity synced,” and displays the product deployment progress in the form of “Deploying EVAA_AGENT.exe.” This has led the community to speculate that the product may revolve around AI-driven DeFi interactions in the context of Telegram. Whether it will include functions such as liquidity management and lending/borrowing optimization still remains to be further announced by the official.
241
·
--
South Korean stocks plunge 20% to near bear market levels, with the AI boom hitting the awkward reality of “the more results explode, the harder they fall”BlockBeats report: On July 8, Wednesday afternoon, the downward move in the South Korean stock market widened further as investors reassessed the outlook for AI demand. The KOSPI index at one point fell more than 6%, breaking below 7,200 points. From last month’s historical high, it has dropped more than 20% cumulatively, putting it on track to enter a technical bear market range.
Storage chip maker SK Hynix once fell 5%, while Samsung Electronics fell 6.9%. South Korea’s exchange activated a “temporary trading halt” mechanism for the KOSPI index, pausing programmatic trading. South Korea’s stock market has been one of the strongest performers globally this year, but its outlook is highly dependent on SK Hynix and Samsung Electronics, and when sector sentiment weakens, volatility is amplified. Even though Samsung Electronics reported a 19-fold surge in quarterly profit earlier this week, chip stocks continued to face pressure.
South Korean stocks plunge 20% to near bear market levels, with the AI boom hitting the awkward reality of “the more results explode, the harder they fall”
BlockBeats report: On July 8, Wednesday afternoon, the downward move in the South Korean stock market widened further as investors reassessed the outlook for AI demand. The KOSPI index at one point fell more than 6%, breaking below 7,200 points. From last month’s historical high, it has dropped more than 20% cumulatively, putting it on track to enter a technical bear market range.
Storage chip maker SK Hynix once fell 5%, while Samsung Electronics fell 6.9%. South Korea’s exchange activated a “temporary trading halt” mechanism for the KOSPI index, pausing programmatic trading. South Korea’s stock market has been one of the strongest performers globally this year, but its outlook is highly dependent on SK Hynix and Samsung Electronics, and when sector sentiment weakens, volatility is amplified. Even though Samsung Electronics reported a 19-fold surge in quarterly profit earlier this week, chip stocks continued to face pressure.
Storage chip maker SK Hynix once fell 5%, while Samsung Electronics fell 6.9%. South Korea’s exchange activated a “temporary trading halt” mechanism for the KOSPI index, pausing programmatic trading. South Korea’s stock market has been one of the strongest performers globally this year, but its outlook is highly dependent on SK Hynix and Samsung Electronics, and when sector sentiment weakens, volatility is amplified. Even though Samsung Electronics reported a 19-fold surge in quarterly profit earlier this week, chip stocks continued to face pressure.
87
·
--
BlockBeats message, July 8, according to Onchain Lens monitoring, Circle has minted another 250 million USDC on the Solana chain.
From 2026 to date, Circle has minted 66.76 billion USDC on the Solana chain.
BlockBeats message, July 8, according to Onchain Lens monitoring, Circle has minted another 250 million USDC on the Solana chain.
From 2026 to date, Circle has minted 66.76 billion USDC on the Solana chain.
From 2026 to date, Circle has minted 66.76 billion USDC on the Solana chain.
1
100
·
--
BlockBeats message, July 8, according to Israeli media Walla: Israeli forces held talks with the U.S. Central Command on the issue of Iran. Israel is preparing for a possible return to fighting with Iran. (Jin10)
BlockBeats message, July 8, according to Israeli media Walla: Israeli forces held talks with the U.S. Central Command on the issue of Iran. Israel is preparing for a possible return to fighting with Iran. (Jin10)
102
·
--
Trump Says the Temporary Ceasefire Agreement With Iran Has Ended; Crude Oil Jumps Over 3%, Nasdaq 100 Futures’ Drop Widened to 1.5%BlockBeats report, July 8: US President Donald Trump said that the temporary ceasefire agreement he had reached with Iran has ended, increasing the likelihood that military conflict between the two countries will break out again. Speaking at the NATO annual summit on Wednesday, Trump said: “For me, I believe it’s over. From my standpoint, it’s just a waste of time.”
According to a report, shortly before President Trump made the above remarks, the United States launched a new round of strikes against Iran and revoked the exemptions that allowed the sale of Iranian oil. These actions were in response to the recent attacks on ships in the Strait of Hormuz, bringing fresh volatility to energy markets and further testing the already fragile peace agreement between the US and Iran.
Trump Says the Temporary Ceasefire Agreement With Iran Has Ended; Crude Oil Jumps Over 3%, Nasdaq 100 Futures’ Drop Widened to 1.5%
BlockBeats report, July 8: US President Donald Trump said that the temporary ceasefire agreement he had reached with Iran has ended, increasing the likelihood that military conflict between the two countries will break out again. Speaking at the NATO annual summit on Wednesday, Trump said: “For me, I believe it’s over. From my standpoint, it’s just a waste of time.”
According to a report, shortly before President Trump made the above remarks, the United States launched a new round of strikes against Iran and revoked the exemptions that allowed the sale of Iranian oil. These actions were in response to the recent attacks on ships in the Strait of Hormuz, bringing fresh volatility to energy markets and further testing the already fragile peace agreement between the US and Iran.
According to a report, shortly before President Trump made the above remarks, the United States launched a new round of strikes against Iran and revoked the exemptions that allowed the sale of Iranian oil. These actions were in response to the recent attacks on ships in the Strait of Hormuz, bringing fresh volatility to energy markets and further testing the already fragile peace agreement between the US and Iran.
187
·
--
U.S. pre-market semiconductor, storage, and optical communications sectors continued the downtrend; Micron and SanDisk both fell more than 5%BlockBeats message: On July 8, according to BIT (bit.com) market data, U.S. pre-market semiconductor stocks broadly fell. Marvell Technology (MRVL) fell 4.46%, Arm (ARM) fell 3.51%, Intel (INTC) fell 3.47%, Lam Research (LRCX) fell 3.11%, and Applied Materials (AMAT) fell 2.85%.
The storage sector led the declines, with SanDisk (SNDK) down 5.59%, Micron Technology (MU) down 5.28%, Western Digital (WDC) down 4.53%, and Seagate Technology (STX) down 4.19%.
Stocks related to optical communications faced simultaneous pressure, with Astera Labs (ALAB) down 4.57%, Applied Optoelectronics (AAOI) down 4.47%, Credo (CRDO) down 4.42%, Corning (GLW) down 4.22%, Ciena (CIEN) down 3.69%, and Coherent (COHR) down 3.44%.
U.S. pre-market semiconductor, storage, and optical communications sectors continued the downtrend; Micron and SanDisk both fell more than 5%
BlockBeats message: On July 8, according to BIT (bit.com) market data, U.S. pre-market semiconductor stocks broadly fell. Marvell Technology (MRVL) fell 4.46%, Arm (ARM) fell 3.51%, Intel (INTC) fell 3.47%, Lam Research (LRCX) fell 3.11%, and Applied Materials (AMAT) fell 2.85%.
The storage sector led the declines, with SanDisk (SNDK) down 5.59%, Micron Technology (MU) down 5.28%, Western Digital (WDC) down 4.53%, and Seagate Technology (STX) down 4.19%.
Stocks related to optical communications faced simultaneous pressure, with Astera Labs (ALAB) down 4.57%, Applied Optoelectronics (AAOI) down 4.47%, Credo (CRDO) down 4.42%, Corning (GLW) down 4.22%, Ciena (CIEN) down 3.69%, and Coherent (COHR) down 3.44%.
The storage sector led the declines, with SanDisk (SNDK) down 5.59%, Micron Technology (MU) down 5.28%, Western Digital (WDC) down 4.53%, and Seagate Technology (STX) down 4.19%.
Stocks related to optical communications faced simultaneous pressure, with Astera Labs (ALAB) down 4.57%, Applied Optoelectronics (AAOI) down 4.47%, Credo (CRDO) down 4.42%, Corning (GLW) down 4.22%, Ciena (CIEN) down 3.69%, and Coherent (COHR) down 3.44%.
241
·
--
BlockBeats message, July 8, UBS analysts said that Elon Musk’s SpaceX offers a business model that enables it to seize opportunities in the space, connectivity, and artificial intelligence sectors. They initiated coverage of the stock, giving it a Buy rating, with a target price of $210. “We believe SpaceX is a set of unparalleled assets, providing multiple upside drivers for long-term investors with risk tolerance.” UBS analysts said that scaling up its Starship launch vehicle would allow SpaceX to unlock opportunities in space, communications, and AI, with its total addressable market nearing $3 trillion. (Jin10)
BlockBeats message, July 8, UBS analysts said that Elon Musk’s SpaceX offers a business model that enables it to seize opportunities in the space, connectivity, and artificial intelligence sectors. They initiated coverage of the stock, giving it a Buy rating, with a target price of $210. “We believe SpaceX is a set of unparalleled assets, providing multiple upside drivers for long-term investors with risk tolerance.” UBS analysts said that scaling up its Starship launch vehicle would allow SpaceX to unlock opportunities in space, communications, and AI, with its total addressable market nearing $3 trillion. (Jin10)
286
·
--
Article
Bernstein’s Take: Memory Is Still Rising, but Phones and PCs Can’t Take It AnymoreTL;DR
· Bernstein’s June tracking shows that in 2QCY26, contract prices for standard DRAM samples rose about 74% quarter-over-quarter, while NAND rose about 60%.
· TrendForce’s public guidance estimates that 3Q26 general-type DRAM will rise 13%-18%, and NAND Flash will rise 10%-15%.
· Samsung, SK hynix, and Micron will still benefit, but the LTA ceiling, reduced smartphone production, and NAND competition will cap how much the gains can be realized.
In its latest June memory tracking, Bernstein pushes memory price increases to a very high level. Its sample-weighted results show that in 2QCY26, contract prices for standard DRAM rose about 74% versus 1Q, while overall NAND contract prices rose about 60%.
Bernstein’s Take: Memory Is Still Rising, but Phones and PCs Can’t Take It Anymore
TL;DR
· Bernstein’s June tracking shows that in 2QCY26, contract prices for standard DRAM samples rose about 74% quarter-over-quarter, while NAND rose about 60%.
· TrendForce’s public guidance estimates that 3Q26 general-type DRAM will rise 13%-18%, and NAND Flash will rise 10%-15%.
· Samsung, SK hynix, and Micron will still benefit, but the LTA ceiling, reduced smartphone production, and NAND competition will cap how much the gains can be realized.
In its latest June memory tracking, Bernstein pushes memory price increases to a very high level. Its sample-weighted results show that in 2QCY26, contract prices for standard DRAM rose about 74% versus 1Q, while overall NAND contract prices rose about 60%.
· Bernstein’s June tracking shows that in 2QCY26, contract prices for standard DRAM samples rose about 74% quarter-over-quarter, while NAND rose about 60%.
· TrendForce’s public guidance estimates that 3Q26 general-type DRAM will rise 13%-18%, and NAND Flash will rise 10%-15%.
· Samsung, SK hynix, and Micron will still benefit, but the LTA ceiling, reduced smartphone production, and NAND competition will cap how much the gains can be realized.
In its latest June memory tracking, Bernstein pushes memory price increases to a very high level. Its sample-weighted results show that in 2QCY26, contract prices for standard DRAM rose about 74% versus 1Q, while overall NAND contract prices rose about 60%.
157
·
--
Trump Says the US-Iran Interim Ceasefire Agreement Has EndedBlockBeats message: On July 8, US President Trump said that the interim ceasefire agreement he reached with Iran has ended, increasing the likelihood that military conflict between the two countries will flare up again. “For me, I think it’s over.” He said at the NATO annual summit on Wednesday. “As far as I’m concerned, this is just a waste of time.” Shortly before Trump made these remarks, the United States launched a new round of strikes against Iran and revoked exemptions that allowed the sale of Iranian oil. These actions were a response to recent attacks on ships in the Strait of Hormuz, bringing fresh volatility to energy markets and testing an already fragile peace agreement between the US and Iran.
Trump Says the US-Iran Interim Ceasefire Agreement Has Ended
BlockBeats message: On July 8, US President Trump said that the interim ceasefire agreement he reached with Iran has ended, increasing the likelihood that military conflict between the two countries will flare up again. “For me, I think it’s over.” He said at the NATO annual summit on Wednesday. “As far as I’m concerned, this is just a waste of time.” Shortly before Trump made these remarks, the United States launched a new round of strikes against Iran and revoked exemptions that allowed the sale of Iranian oil. These actions were a response to recent attacks on ships in the Strait of Hormuz, bringing fresh volatility to energy markets and testing an already fragile peace agreement between the US and Iran.
191
·
--
Article
Bernstein’s Interpretation: Memory Prices Are Still Rising, but Phones and PCs Can’t Take It AnymoreTL;DR
· Bernstein's June tracking shows that in 2QCY26, the spot contract price for conventional DRAM samples rose about 74% quarter-over-quarter, while NAND rose about 60%.
· TrendForce's official outlook expects general-type DRAM to rise 13%-18% in 3Q26, and NAND Flash to rise 10%-15%.
· Samsung, SK hynix, and Micron will still benefit, but growth realization may be held back by the LTA cap, phone production cuts, and NAND competition.
In Bernstein's latest June memory tracking, memory price increases are pushed to a very high level. Based on its sample-weighted display, the contract price of conventional DRAM in 2QCY26 rose about 74% versus the previous quarter, while NAND's overall contract price rose about 60%.
Bernstein’s Interpretation: Memory Prices Are Still Rising, but Phones and PCs Can’t Take It Anymore
TL;DR
· Bernstein's June tracking shows that in 2QCY26, the spot contract price for conventional DRAM samples rose about 74% quarter-over-quarter, while NAND rose about 60%.
· TrendForce's official outlook expects general-type DRAM to rise 13%-18% in 3Q26, and NAND Flash to rise 10%-15%.
· Samsung, SK hynix, and Micron will still benefit, but growth realization may be held back by the LTA cap, phone production cuts, and NAND competition.
In Bernstein's latest June memory tracking, memory price increases are pushed to a very high level. Based on its sample-weighted display, the contract price of conventional DRAM in 2QCY26 rose about 74% versus the previous quarter, while NAND's overall contract price rose about 60%.
· Bernstein's June tracking shows that in 2QCY26, the spot contract price for conventional DRAM samples rose about 74% quarter-over-quarter, while NAND rose about 60%.
· TrendForce's official outlook expects general-type DRAM to rise 13%-18% in 3Q26, and NAND Flash to rise 10%-15%.
· Samsung, SK hynix, and Micron will still benefit, but growth realization may be held back by the LTA cap, phone production cuts, and NAND competition.
In Bernstein's latest June memory tracking, memory price increases are pushed to a very high level. Based on its sample-weighted display, the contract price of conventional DRAM in 2QCY26 rose about 74% versus the previous quarter, while NAND's overall contract price rose about 60%.
377
·
--
BlockBeats message, July 8, according to BIT (bit.com) market data, the Nasdaq 100 index futures’ decline widened to 1.5%, falling to a four-week low.
BlockBeats message, July 8, according to BIT (bit.com) market data, the Nasdaq 100 index futures’ decline widened to 1.5%, falling to a four-week low.
168
·
--
BlockBeats news. July 8, according to Bitget data, both US and Brent crude oil rose by more than 3% within the day, currently trading at $74.18 per barrel and $78.08 per barrel, respectively.
BlockBeats news. July 8, according to Bitget data, both US and Brent crude oil rose by more than 3% within the day, currently trading at $74.18 per barrel and $78.08 per barrel, respectively.
312
·
--
BlockBeats news: On July 8, according to HTX market data, Bitcoin fell below $62,000, with a 24-hour decline of 2.1%.
BlockBeats news: On July 8, according to HTX market data, Bitcoin fell below $62,000, with a 24-hour decline of 2.1%.
114
·
--
BlockBeats message: On July 8, at the NATO summit, U.S. President Trump said that he believes the U.S.-Iran memorandum of understanding has “ended.” (Xinhua News Agency)
BlockBeats message: On July 8, at the NATO summit, U.S. President Trump said that he believes the U.S.-Iran memorandum of understanding has “ended.” (Xinhua News Agency)
111
·
--
BlockBeats news, July 8. Sources: SK Hynix, due to oversubscription, will end the bookbuilding for $28 billion in U.S. depository receipts (ADRs) on Wednesday.
BlockBeats news, July 8. Sources: SK Hynix, due to oversubscription, will end the bookbuilding for $28 billion in U.S. depository receipts (ADRs) on Wednesday.
443
·
--
BlockBeats message, July 8, according to Iran’s state media, Iran’s top joint military command said that Tehran will treat any location that supports the U.S. in launching attacks against Iran as a legitimate (strike) target.
BlockBeats message, July 8, according to Iran’s state media, Iran’s top joint military command said that Tehran will treat any location that supports the U.S. in launching attacks against Iran as a legitimate (strike) target.
158
·
--
Article
How to buy Robinhood Chain’s new mascot CASHCAT without cross-chainingCASHCAT pumped up the market cap of 100m within a few hours. Robinhood Chain finally started to make some noise. The leader is here. Plus, the on-chain market has been pretty good lately, so going forward, expectations for Robinhood Chain will most likely stay pretty solid.
Because it’s a new chain, after looking around the community, we found that people still run into some issues when trading. The most common one is cross-chain problems. Some third-party cross-chain bridges already support Robinhood Chain, but people worry it might not be reliable, so most will choose Robinhood’s official cross-chain bridge to stay safe.
Our instinctive reaction is that an official cross-chain bridge must offer the best experience. But based on real testing, it’s not that great: the cross-chain transfer took more than an hour. I thought the money was gone before it finally arrived. Unbelievable.
How to buy Robinhood Chain’s new mascot CASHCAT without cross-chaining
CASHCAT pumped up the market cap of 100m within a few hours. Robinhood Chain finally started to make some noise. The leader is here. Plus, the on-chain market has been pretty good lately, so going forward, expectations for Robinhood Chain will most likely stay pretty solid.
Because it’s a new chain, after looking around the community, we found that people still run into some issues when trading. The most common one is cross-chain problems. Some third-party cross-chain bridges already support Robinhood Chain, but people worry it might not be reliable, so most will choose Robinhood’s official cross-chain bridge to stay safe.
Our instinctive reaction is that an official cross-chain bridge must offer the best experience. But based on real testing, it’s not that great: the cross-chain transfer took more than an hour. I thought the money was gone before it finally arrived. Unbelievable.
Because it’s a new chain, after looking around the community, we found that people still run into some issues when trading. The most common one is cross-chain problems. Some third-party cross-chain bridges already support Robinhood Chain, but people worry it might not be reliable, so most will choose Robinhood’s official cross-chain bridge to stay safe.
Our instinctive reaction is that an official cross-chain bridge must offer the best experience. But based on real testing, it’s not that great: the cross-chain transfer took more than an hour. I thought the money was gone before it finally arrived. Unbelievable.
132
·
--
BlockBeats message, July 8: According to Bank of America’s forecast, capital expenditure expectations for Alphabet, Meta, and AWS from 2026 to 2027 are broadly revised upward.
Among them, Alphabet’s 2026 capital expenditure forecast is raised from $187 billion to $195 billion, and its 2027 forecast is raised from $257 billion to $290 billion.
Meta’s 2026 forecast is increased from $130 billion to $145 billion, and its 2027 forecast is increased from $157 billion to $185 billion.
AWS keeps 2026 at $159 billion, and raises 2027 from $196 billion to $230 billion.
BlockBeats message, July 8: According to Bank of America’s forecast, capital expenditure expectations for Alphabet, Meta, and AWS from 2026 to 2027 are broadly revised upward.
Among them, Alphabet’s 2026 capital expenditure forecast is raised from $187 billion to $195 billion, and its 2027 forecast is raised from $257 billion to $290 billion.
Meta’s 2026 forecast is increased from $130 billion to $145 billion, and its 2027 forecast is increased from $157 billion to $185 billion.
AWS keeps 2026 at $159 billion, and raises 2027 from $196 billion to $230 billion.
Among them, Alphabet’s 2026 capital expenditure forecast is raised from $187 billion to $195 billion, and its 2027 forecast is raised from $257 billion to $290 billion.
Meta’s 2026 forecast is increased from $130 billion to $145 billion, and its 2027 forecast is increased from $157 billion to $185 billion.
AWS keeps 2026 at $159 billion, and raises 2027 from $196 billion to $230 billion.
218
·
--
Article
Bank of America’s interpretation: With the same burn rate to build AI, why does the market give Meta the lowest valuation?TL;DR
· Bank of America raises its capital expenditure forecasts for Alphabet, Meta, and AWS, saying that total capacity in 2027 could reach 57GW.
· Model breakouts show that the implied value of Meta’s AI capacity per GW is about $4 billion, far below the two largest cloud providers.
· Meta appears cheapest, but enterprise AI sales, power access, and customer payments have not been fully proven yet.
In its latest report, Bank of America raised its forecasts for future capital expenditures and data center capacity for Alphabet, Meta, and Amazon AWS, and provided a stark valuation breakdown: based on its model, the implied value of Meta’s AI capacity per GW in the current stock price is only about $4 billion, far lower than Alphabet’s roughly $110 billion/GW and Amazon’s roughly $59 billion/GW.
Bank of America’s interpretation: With the same burn rate to build AI, why does the market give Meta the lowest valuation?
TL;DR
· Bank of America raises its capital expenditure forecasts for Alphabet, Meta, and AWS, saying that total capacity in 2027 could reach 57GW.
· Model breakouts show that the implied value of Meta’s AI capacity per GW is about $4 billion, far below the two largest cloud providers.
· Meta appears cheapest, but enterprise AI sales, power access, and customer payments have not been fully proven yet.
In its latest report, Bank of America raised its forecasts for future capital expenditures and data center capacity for Alphabet, Meta, and Amazon AWS, and provided a stark valuation breakdown: based on its model, the implied value of Meta’s AI capacity per GW in the current stock price is only about $4 billion, far lower than Alphabet’s roughly $110 billion/GW and Amazon’s roughly $59 billion/GW.
· Bank of America raises its capital expenditure forecasts for Alphabet, Meta, and AWS, saying that total capacity in 2027 could reach 57GW.
· Model breakouts show that the implied value of Meta’s AI capacity per GW is about $4 billion, far below the two largest cloud providers.
· Meta appears cheapest, but enterprise AI sales, power access, and customer payments have not been fully proven yet.
In its latest report, Bank of America raised its forecasts for future capital expenditures and data center capacity for Alphabet, Meta, and Amazon AWS, and provided a stark valuation breakdown: based on its model, the implied value of Meta’s AI capacity per GW in the current stock price is only about $4 billion, far lower than Alphabet’s roughly $110 billion/GW and Amazon’s roughly $59 billion/GW.
148
Log in to explore more content
Join global crypto users on Binance Square
⚡️ Get latest and useful information about crypto.
💬 Trusted by the world’s largest crypto exchange.
👍 Discover real insights from verified creators.
Email / Phone number
Trending Topics
USLaunchesNewStrikesAgainstIran
0 views
866 Discussing
🔴#uslaunchesnewstrikesagainstiran — Strait of Hormuz, Markets in Turmoil
US military launched a new wave of strikes against Iran early July 8 , targeting over 80 sites. CENTCOM confirmed it's a direct response to Iran attacking three commercial vessels in the Strait of Hormuz (~20% of global oil supply).
The trigger sequence: Hours before the strikes, the US Treasury revoked Iran's oil sanctions waiver (issued just 60 days ago). Then Iran hit three civilian-crewed ships. The US called it a "clear violation of the ceasefire" and launched punitive operations that officials say "will not end in the short term."
Market fallout: WTI Crude jumped +2.8% to $72.39 . The Dollar hit week-highs. Asian equities slid. Bitcoin dropped from $64.4K to $63.3K as risk-off hit. This is a stagflationary shock — oil spikes fuel inflation, limiting the Fed's ability to cut rates despite the weak payrolls report (+57K).
The danger escalator: Strikes land during Trump's NATO summit and Tehran's state funeral for former Supreme Leader Khamenei. Missiles hitting Iran while the country mourns raises the risk of a broader, uncontrollable escalation.
Bottom line: The most significant US-Iran escalation since the war began. Oil at $75+ changes Q3 macro entirely — and not in favor of risk assets.
Uncertainty from the strait, from Tehran, from every tanker trying to get through.
$BTC $CL #NewHampshireToVoteOn$100MBitcoinBackedBond #SECToProposeCryptoRule #BitcoinFailsToHold$64.4K #BTCSharpeRatioFallsToLowestSince2022
Rohan Kishibe
·9 Likes
·4.7k views
TemasekPortfolioValueHitsRecord
0 views
39 Discussing
OilRises5%OnUSIranTensions
0 views
37 Discussing