📡 Hourly News Update | 19:00–20:00
1. RecodeX reconstructed report: Quantum computing company IONQ is reportedly set to acquire cybersecurity company Elisity for up to $1.3 billion. The deal is valued at up to $1.3 billion, and the acquisition target operates in the cybersecurity sector.
2. RecodeX reconstructed report: The U.S. AI computing rental market has a clear “short-term expensive, long-term cheaper” pattern: short-term spot rental prices reach $40 billion to $50 billion per gigawatt per year, while long-term contract prices are just $20 billion per year. The breakeven threshold for supercomputing cloud operators is about $12 billion per year. Goldman Sachs analysts say hyperscale cloud providers such as Google pay steep premiums to rent computing capacity because their own capacity buildout is lagging. Once their in-house capacity catches up, the spot-market premium will disappear.
3. RecodeX reconstructed report: Broadcom CEO Hock Tan said publicly that many AI investors do not understand what they are betting on, comparing them to gamblers in a casino. He also questioned whether companies are wasting money on AI.
4. RecodeX reconstructed report: The UK will be allowed to evaluate leading AI models, including those from OpenAI and Anthropic, before their release. The move reverses the previous policy requiring prior approval from the White House.
5. RecodeX reconstructed report: Iran has offered to mediate between the Iran-backed Houthi movement in Yemen and Saudi Arabia. Iran has long supported the Houthis, and the offer comes as Saudi Arabia continues to face increasingly deadly attacks by the group.
6. RecodeX reconstructed report: Xingyun Technology announced that its wholly owned subsidiary, Shenzhen Xingyun, had previously signed a computing services agreement and supplemental agreement with VB, with a total original contract value of RMB 3.053 billion, inclusive of tax. The parties recently signed a new contract and terminated the original one. The service period remains unchanged, while the total contract value has increased to RMB 3.357 billion, up approximately 9.96% from the original contract. Under the new contract, the fixed service fee for the remaining computing services has decreased by 11.11%, while the fixed Token revenue share has increased by 210%.
7. RecodeX reconstructed report: The Australian Securities and Investments Commission (ASIC) has proposed new rules that would extend leverage caps and negative balance protection to certain derivatives settled in digital assets. The proposal aims to limit investors’ risk from excessive leverage in these products and prevent accounts from falling into negative balances.
8. RecodeX reconstructed report: On October 12, 2026, China Securities Regulatory Commission Chairman Wu Qing met in Beijing with Khaldoon Khalifa Al Mubarak, CEO and Managing Director of the UAE sovereign wealth fund Mubadala Investment Company. They exchanged views on the international economic and financial landscape, strengthening cooperation between Chinese and Emirati capital markets, and expanding investment in China.
1. RecodeX reconstructed report: Quantum computing company IONQ is reportedly set to acquire cybersecurity company Elisity for up to $1.3 billion. The deal is valued at up to $1.3 billion, and the acquisition target operates in the cybersecurity sector.
2. RecodeX reconstructed report: The U.S. AI computing rental market has a clear “short-term expensive, long-term cheaper” pattern: short-term spot rental prices reach $40 billion to $50 billion per gigawatt per year, while long-term contract prices are just $20 billion per year. The breakeven threshold for supercomputing cloud operators is about $12 billion per year. Goldman Sachs analysts say hyperscale cloud providers such as Google pay steep premiums to rent computing capacity because their own capacity buildout is lagging. Once their in-house capacity catches up, the spot-market premium will disappear.
3. RecodeX reconstructed report: Broadcom CEO Hock Tan said publicly that many AI investors do not understand what they are betting on, comparing them to gamblers in a casino. He also questioned whether companies are wasting money on AI.
4. RecodeX reconstructed report: The UK will be allowed to evaluate leading AI models, including those from OpenAI and Anthropic, before their release. The move reverses the previous policy requiring prior approval from the White House.
5. RecodeX reconstructed report: Iran has offered to mediate between the Iran-backed Houthi movement in Yemen and Saudi Arabia. Iran has long supported the Houthis, and the offer comes as Saudi Arabia continues to face increasingly deadly attacks by the group.
6. RecodeX reconstructed report: Xingyun Technology announced that its wholly owned subsidiary, Shenzhen Xingyun, had previously signed a computing services agreement and supplemental agreement with VB, with a total original contract value of RMB 3.053 billion, inclusive of tax. The parties recently signed a new contract and terminated the original one. The service period remains unchanged, while the total contract value has increased to RMB 3.357 billion, up approximately 9.96% from the original contract. Under the new contract, the fixed service fee for the remaining computing services has decreased by 11.11%, while the fixed Token revenue share has increased by 210%.
7. RecodeX reconstructed report: The Australian Securities and Investments Commission (ASIC) has proposed new rules that would extend leverage caps and negative balance protection to certain derivatives settled in digital assets. The proposal aims to limit investors’ risk from excessive leverage in these products and prevent accounts from falling into negative balances.
8. RecodeX reconstructed report: On October 12, 2026, China Securities Regulatory Commission Chairman Wu Qing met in Beijing with Khaldoon Khalifa Al Mubarak, CEO and Managing Director of the UAE sovereign wealth fund Mubadala Investment Company. They exchanged views on the international economic and financial landscape, strengthening cooperation between Chinese and Emirati capital markets, and expanding investment in China.