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橙子Joyce
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橙子Joyce

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价值投资者:以十年为单位投资美股及BTC.ETH.BNB.SOL.推特X:@Joyce88ai
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30.0K+ Followers
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Article
Anthropic’s In-House Chip Bet: Poaches Google’s TPU Business Founder—A “Decouple from Nvidia” Gamble on the Eve of a $200B IPOAnthropic is shifting its strategic focus from “battling for compute power” to “building compute capacity.” The company has hired Amir Salek, the founder of Google’s custom chip business, to assemble an in-house chip team, while also collaborating with multiple partners including Fractile, Google, Broadcom, and Samsung to target approximately 3.5GW of TPU capacity by 2027. This “in-house R&D + diversified procurement” dual-track strategy is designed to break away from reliance on Nvidia and reduce inference costs. During the critical window to launch an IPO at a $200 billion valuation, Anthropic is shifting its strategic focus from “battling for compute power” to “building compute capacity,” seeking to directly take control of the foundational infrastructure that supports its explosive growth.

Anthropic’s In-House Chip Bet: Poaches Google’s TPU Business Founder—A “Decouple from Nvidia” Gamble on the Eve of a $200B IPO

Anthropic is shifting its strategic focus from “battling for compute power” to “building compute capacity.” The company has hired Amir Salek, the founder of Google’s custom chip business, to assemble an in-house chip team, while also collaborating with multiple partners including Fractile, Google, Broadcom, and Samsung to target approximately 3.5GW of TPU capacity by 2027. This “in-house R&D + diversified procurement” dual-track strategy is designed to break away from reliance on Nvidia and reduce inference costs.
During the critical window to launch an IPO at a $200 billion valuation, Anthropic is shifting its strategic focus from “battling for compute power” to “building compute capacity,” seeking to directly take control of the foundational infrastructure that supports its explosive growth.
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Dalio: U.S. debt crisis could arrive within three years—advises selling bonds, buying gold, and bitcoinBridgewater Fund founder Ray Dalio’s latest article says the U.S. annual budget deficit is as high as $2 trillion, and there is also about $10 trillion in debt that urgently needs refinancing. If the current trajectory is not changed, a debt crisis—"with a margin of error of about two years, either up or down, within three years"—could be on the way. He advises investors to cut back on bonds, raise the gold allocation to 10% to 15% of the portfolio, and hold a small amount of bitcoin to hedge risk. Bridgewater Fund founder and billionaire Ray Dalio issues a warning: the U.S. debt crisis could break out as soon as within three years, and advises investors to reduce their bond holdings, allocating 10% to 15% of their portfolio to gold. He also recommends holding a small amount of bitcoin to hedge risk.

Dalio: U.S. debt crisis could arrive within three years—advises selling bonds, buying gold, and bitcoin

Bridgewater Fund founder Ray Dalio’s latest article says the U.S. annual budget deficit is as high as $2 trillion, and there is also about $10 trillion in debt that urgently needs refinancing. If the current trajectory is not changed, a debt crisis—"with a margin of error of about two years, either up or down, within three years"—could be on the way. He advises investors to cut back on bonds, raise the gold allocation to 10% to 15% of the portfolio, and hold a small amount of bitcoin to hedge risk.
Bridgewater Fund founder and billionaire Ray Dalio issues a warning: the U.S. debt crisis could break out as soon as within three years, and advises investors to reduce their bond holdings, allocating 10% to 15% of their portfolio to gold. He also recommends holding a small amount of bitcoin to hedge risk.
大仁Jaron
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CoreWeave Lands Another Order From a Financial Giant: HRT Signs a Multi-Billion-Dollar Deal to Accelerate AI Computing Into the Trading Sector
Hudson River Trading ("HRT") has signed a multi-year agreement with $CoreWeave (CRWV.US)$ to build a brand-new trading research model and system using the latter’s artificial intelligence computing services. In an interview, CoreWeave’s chief revenue officer, Jon Jones, said the value of the deal is in the billions of dollars and represents a substantial deepening of the two companies’ existing partnership, but he declined to disclose the specific financial terms. Under the agreement, HRT will become one of CoreWeave’s first customers to gain large-scale access to Nvidia’s (NVDA.US) latest Vera Rubin AI chips.
乘风Sunshine
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🚀 #长江存储 AI narrative explosion—what opportunities does the token #长江存储 bring?
🔥 Breakthrough technology, reshaping the AI compute landscape!

Yangtze Memory succeeds in enabling 16GB RAM laptops to run a 120B-parameter model locally, thanks to its AI SSD technology. The core lies in KV-cache offloading: it intelligently tiers the massive intermediate data (KV Cache) generated during large-model runtime—keeping hot data in memory, efficiently offloading cold data to SSD, and compressing it in real time. This completely breaks the bottleneck of “large models must have large memory,” dramatically lowering the threshold for AI applications and hardware costs.

🌐 A domestic storage leader, forging the digital foundation of AI
As the only IDM enterprise on the mainland that fully masters the 3D NAND flash industry chain,
Yangtze Memory’s market share has already surpassed Micron and Kioxia. It also works with CXMT and others to build a localized AI cluster ecosystem of “China’s compute + storage.” In the era of AI large models, storage is the core bottleneck, and Yangtze Memory is the key force to overcome it.

📈 Strong industry momentum, accelerating the path to capitalization
Yangtze Memory Holdings has initiated registration for listing advisory. Its IPO is expected to draw significant market attention. The storage industry is re-pricing—from a strong-cycle commodity market back into the core assets of AI infrastructure. The token’s issuance may offer the public a unique channel to participate in the growth of a homegrown technology leader.
⚡ Summary:
Technology narrative: AI SSD solves the large-model memory bottleneck, redefining local AI inference.
Ecosystem narrative: Domestic storage “two champions” (Yangtze Memory + CXMT) jointly build the compute foundation, ensuring independent control.
Capital narrative: High industry momentum + IPO expectations; the token may become a new route for value discovery.
#长江存储 #AI .
Tapu13
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No charts. No analysis. No overthinking. 😂
Just open → grab the SOL → disappear before everyone else notices. 🏃💨💰

Good luck, packet hunters 🍀🔥
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Syco 疯子
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✨ GOOD EVENING TO YOU ALL✨

I hope you had a beautiful sunny day.
I wish you a sweet evening anda cosmic night.

Kindly ✨
Syco🌹
$BNB
VIRUS-逍遥
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Bullish
🧧🧧🧧From now on, this is your ride! ❗️❗️❗️❗️
小银-路飞社区
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The Power of Persistence
Persistence is not to move someone,
and it is not to prove anything to anyone;
it is to hope that today’s self
is better than yesterday’s.
The meaning of effort is never just success,
but leaving no regrets!
No matter how far the road is, it gets closer as you keep walking;
no matter how difficult the task is, it becomes easier as you keep doing it.
Life needs challenges, and it needs persistence even more.
Some things aren’t things you persist in only because you’ve seen hope;
rather, it’s persistence that makes you see hope.
Water dripping can wear through stone—not because of the water’s power,
but because of the power of persistence.
Persistence lets the ordinary give birth to the extraordinary!
晚风 Vesper_1688
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As night falls 🌙, set aside the noise and anxiety in your mind 📉.
No need to obsess over the ups and downs of a single day 🕯️—investing is a long journey of cultivation 🧘.
Stick to a spot DCA plan for BTC, ETH, BNB, and SOL ✨,
No wish for overnight riches ⚡, only focus on gradual accumulation and steady refinement 🌿.
Take a calm view of short-term unrealized gains and losses 💸, hold on to quality positions 🪙, and follow your own investment discipline 💎.
Time will filter out the assets truly worth holding ⌛—patiently waiting for the cycle to bloom and bring your own share of benefits 🚀.
Take a good rest 🌃, keep your inner peace 🕊️, and keep moving forward steadily tomorrow 💪
☞ Risk notice: Crypto assets are high-risk assets. This article is only my personal reflections and does not constitute any investment advice.

$BNB 🧧🧧🧧

#投资心态

#比特币创2023年3月来最佳周表现

#1688家族family
Brother Liangmao
Brother Liangmao
良茂哥
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​🧧 【Follow + Repost + Comment to Receive Follower Benefits|Welcome to join, build your ironclad trading discipline】

🧧 Recognize the current market environment and its boundaries—don’t waste your bullets in price action that isn’t meant for you.

More than 70% of the time, the market is in consolidation (range-bound); only a small portion of the time produces one-sided trends with extreme profitability.

Trend strategies die from frequent choppy consolidation, while range strategies die from one-sided breakouts—this is the market’s objective rule.

Don’t try to use one fixed set of parameters to dominate all market conditions. Learn to stop when the environment isn’t suitable.

In chaotic markets, watch more and act less. In the clear one-sided big trend, hold firmly and stick to it—know what’s primary and what’s secondary.

Click to join and follow. On our home turf, make a decisive move—let your principal achieve efficient, stable, and doubled growth.
Company Commander Discusses Pancakes
Company Commander Discusses Pancakes
连长论饼
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🧧🧧 Like, Comment and Share to Get USDT 🎁🎁
#比特币两个月来首破7万美元 #比特币日内触及75500美元
奕泽-Hawk
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BTC breaks through $77,000! Weekly rise exceeds 20%, setting a record 🚀
Institutional funds are flooding in—net inflows into ETFs in a single day exceed $500 million! Coupled with the tailwinds from regulatory bills and the U.S. Treasury Secretary’s actions, the bulls surged strongly, while shorts were met with brutal liquidations. Market liquidity has been fully activated, and high-quality Web3 sectors are entering a golden opportunity for strategic positioning.
$ In this bull-market rebound, how many ten-thousands do you think BTC can stand above?
凯哥的进击
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🎁🎁Reply today to receive the red envelope 🎁🎁$SOL
🌹Thank you for helping to share and spread the word THS🌹
阿婧1688
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Always hoping to lie down and earn,
but reality never offers free gains.
The showy appearances are just a facade—
what matters is the deep groundwork.
Keep your pace steady, and the returns will arrive as promised.
Follow 👇 and don’t forget to claim your红包 🧧🎁💵.
Coco529
Coco529
可可529
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In the second half of 2026, your feelings are worth 100 times more than other people’s opinions.

How about you? When was the last time you said “no”? Drop a brave story in the comments below. 👇
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火警猫1688
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Welcome to the Fire-Alarm Cat livestream room to claim airdrops
Daily 🔥 Fire-Alarm Cat 🐱 livestream times:
Morning 9:00 to 11:00
Afternoon 16:00 to 17:00,
Evening 20:00 to 21:00,

Let the believers earn money 💰🎁🌹
Let the hardworking people make big money 💰💰💰
DK短线复刻
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Follow replies to claim red packets 🎁🎁
艾伦Eren1688
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Bullish
*Trapped on the 5th floor, but the elevator is still running upward* 🚨
Take a look at this scene: dim lights, alone, the red light blinking—waiting for a turning point. Doesn’t this feel familiar? Whether in trading or life, we inevitably experience moments like being “stuck between floors.”
But note: the elevator panel still shows *↑5*. Progress hasn’t stopped—it’s just been temporarily paused.
The real winner isn’t someone who’s never been obstructed, but someone who stays calm, analyzes the situation, and presses the button again.
*Tip:* This is exactly why “mindset + data” matter. Panic leads to selling at low points, while patience and conviction help you climb to the top.
That’s why I use *Predict*—turning waiting into preparation. Validate your judgment with real events, test your trading logic, and build discipline before your next move. When the elevator doors open again, you’re already primed to go 📈💎
Don’t stay in the dark for too long, friends. Learn, adjust, and break through upward.
Thanks for all your support—on our way to the 20K milestone! 🙏
When was the last time you turned a “stuck” moment into a chance to reverse things? 👇
Answer :1
answer :1
#1688家族family #prediction...
avatar
@520龙行天下
is speaking
[LIVE] 🎙️ Has the market been going up lately—are you all making money, everyone?
11.3k listens
从0开始1688
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Exciting! Everyone plays the free roller coaster together
30 minutes ago, the entire cryptocurrency market saw a synchronized massive drop in coin prices on a one-minute timescale, followed by some assets quickly recovering their losses.
A massive sell-off on a one-minute timescale—leveraged traders collectively experienced a free roller coaster ride
What is a short squeeze? Many people don’t understand it—let me explain briefly.
The reason a short squeeze pushes BTC higher is the relationship between the impact of futures contracts on spot.
For example, suppose someone at $70,000:
Opened a short position of 1 BTC
Your margin: 10,000 USDT, leverage: 7x
What happened in the data here?
In reality, your short position contract is essentially: borrow 1 BTC and sell it for $70,000.
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