📰 October 11 — Top Stories at a Glance
🪙 Crypto
① Ethereum’s Glamsterdam upgrade went live on the Sepolia testnet on October 6. It includes ePBS (enshrined Proposer-Builder Separation) and raises the gas limit from 60 million to 200 million units, in preparation for a future mainnet deployment.
② Bitcoin steadied above $83,000 over the weekend, up 0.56% in 24 hours, with a market cap of approximately $1.67 trillion.
📈 U.S. Stocks
③ Amazon is reportedly considering placing about $8 billion worth of Nvidia Grace Blackwell chips into a special-purpose vehicle funded by outside investors, then leasing them back to reduce the balance-sheet burden of its AI infrastructure. Its capital expenditure is expected to reach $220 billion this year.
④ Broadcom’s AI chip revenue rose 221% year over year to $16.7 billion last quarter. The company expects revenue of $21.7 billion in the fourth fiscal quarter and about $58 billion for the full year, and sees it doubling again in fiscal 2027.
🤖 AI
⑤ OpenAI told investors that its annualized revenue was nearing $50 billion at the end of September, below earlier media reports of about $70 billion. The news weighed on the Philadelphia Semiconductor Index, which ended the week lower.
⑥ Xiaomi outlined its MiMo-V2.6 “scaling reinforcement learning” approach: a single RL post-training run costs about $2.6 million and processes 3.7 billion tokens per step.
#比特币 #美股 #AI
🪙 Crypto
① Ethereum’s Glamsterdam upgrade went live on the Sepolia testnet on October 6. It includes ePBS (enshrined Proposer-Builder Separation) and raises the gas limit from 60 million to 200 million units, in preparation for a future mainnet deployment.
② Bitcoin steadied above $83,000 over the weekend, up 0.56% in 24 hours, with a market cap of approximately $1.67 trillion.
📈 U.S. Stocks
③ Amazon is reportedly considering placing about $8 billion worth of Nvidia Grace Blackwell chips into a special-purpose vehicle funded by outside investors, then leasing them back to reduce the balance-sheet burden of its AI infrastructure. Its capital expenditure is expected to reach $220 billion this year.
④ Broadcom’s AI chip revenue rose 221% year over year to $16.7 billion last quarter. The company expects revenue of $21.7 billion in the fourth fiscal quarter and about $58 billion for the full year, and sees it doubling again in fiscal 2027.
🤖 AI
⑤ OpenAI told investors that its annualized revenue was nearing $50 billion at the end of September, below earlier media reports of about $70 billion. The news weighed on the Philadelphia Semiconductor Index, which ended the week lower.
⑥ Xiaomi outlined its MiMo-V2.6 “scaling reinforcement learning” approach: a single RL post-training run costs about $2.6 million and processes 3.7 billion tokens per step.
#比特币 #美股 #AI