AMD CEO Lisa Su has projected a significant increase in the CPU market size, doubling the forecast to over $120 billion by 2030. According to Jin10, Su attributed this adjustment to the surge in demand for central processing units driven by advancements in AI agent technology. "Agents play a crucial role in the progression of AI applications, and we are excited to be at the core of this process," Su stated. She emphasized the shift in workload dynamics, noting that communication with major clients over the past 90 days has clarified demand trends. As AI applications become more centralized, the need for computing power has evolved, leading to a resurgence in CPU demand. Despite trailing behind Nvidia in the GPU market, AMD remains a leading CPU manufacturer, essential for executing inference tasks.

공식 발표에 따르면, Bitget은 U 기반 BILL 퍼페추얼 계약을 출시했으며, 레버리지 범위는 1~20배라고 밝혔다. 계약 거래용 BOT도 동시에 오픈될 예정이다.

On May 7, a new wallet named runecrypto.eth was created, according to BlockBeats On-chain Detection. The wallet spent 34.7 ETH to acquire 375,046 sato tokens. This transaction has resulted in a profit of $443,000.

White House Chief of Staff Susie Wiles announced that the U.S. government will maintain a neutral stance in the development of artificial intelligence, avoiding favoritism in selecting winners and losers within the industry. Bloomberg posted on X, highlighting this as a significant indication from a key aide to U.S. President Donald Trump. The statement comes as the administration is gearing up to introduce new policy directives concerning AI. This approach underscores the government's commitment to fostering a balanced and competitive environment for AI innovation, ensuring that no particular entity or technology is given undue advantage. The forthcoming policies are expected to shape the landscape of AI development in the United States, promoting fair competition and encouraging diverse advancements in the field.

Major South Korean banks and financial firms were questioned by S&P and Moody's in March and April regarding their preparedness for digital assets. According to NS3.AI, S&P inquired about the risks, opportunities, and strategies of these banks as South Korea plans to introduce a central bank digital currency (CBDC) and stablecoins. Moody's has reportedly included questions about digital asset capabilities in its preliminary questionnaire for the first time this year.

Bank of America released a report on May 7, stating that HSBC Holdings and Standard Chartered Group will hold investor conferences in Hong Kong from May 19 to 21. According to Jin10, the event is expected to serve as a positive catalyst for both banks, as management will highlight strong operational trends in Asia, particularly in wealth management and capital markets. The report emphasizes HSBC's competitive edge in the Asian market, citing its quality deposit business and effective management strategies that enhance its competitive advantage. Bank of America maintains a 'buy' rating for HSBC with a target price of HKD 158.25. Meanwhile, the bank assigns a 'neutral' rating to Standard Chartered's UK shares.

스트래테지(Strategy)의 마이클 세일러(Michael Saylor) 이사회 의장은 회사가 처음으로 보유 중인 비트코인의 일부를 매각할 준비가 되어 있다고 발표했으며, 이는 지난 몇 년간 기업의 비트코인 축적 추세를 주도했던 “절대 매각하지 않겠다”는 입장과는 확연히 다른 전환점을 보여준다.

According to Foresight News, Lookonchain monitoring has revealed that two major Bitcoin holders sold 2,521 BTC approximately seven hours ago, generating significant profits. One address, starting with bc1qlu, purchased 1,470 BTC three weeks ago at a price of $74,448 per coin and sold them seven hours ago, earning a profit of $10.23 million. Another address, starting with bc1qyh, bought 1,051 BTC five days ago at $78,325 per coin and sold them seven hours ago, making a profit of $3.24 million.

AI 에이전트는 인공지능 산업을 ‘비용 중심’에서 ‘수익 중심’으로 전환시키고 있다. 골드만삭스는 토큰 소비량이 급증할 것으로 예상됨에 따라, 대규모 클라우드 업체와 대형 모델 제공업체의 매출 총이익률 전환점이 향후 3~12개월 내에 도래할 것으로 전망한다.

U.S. President Donald Trump recently shared a social media post featuring a chart that highlights the duration of the 'Iran operation,' which is marked as lasting six weeks. According to NS3.AI, Trump urged readers to 'study this chart carefully,' as it compares the Iran operation's timeline with other U.S. military engagements. The chart lists the Afghanistan war at 543 weeks and the Iraq war at 457 weeks, providing a stark contrast in the length of these conflicts.

일부 주요 미국 의원들이 7월 4일 이전에 법안을 대통령 서명 단계로 넘기려고 노력하고 있지만, 은행 업계는 여전히 ‘CLARITY 법안’을 무산시키기 위해 전력을 다해 로비 활동을 벌이고 있다.

Anthropic CEO Dario Amodei announced at the Code With Claude developer conference in San Francisco on Wednesday that the company experienced an 80-fold increase in revenue and AI usage in the first quarter, surpassing expectations. According to ChainCatcher, the company had initially planned for a tenfold annual growth, but the actual growth rate exceeded projections, leading to a strain on computing resources. Anthropic's annualized revenue grew from nearly $1 billion at the end of 2024 to $9 billion by the end of the year, and by early April this year, it had surged to $30 billion. The strong demand for Claude Code and work agents nearly fulfilled the company's annual forecast last month. To alleviate the pressure on computing resources, Anthropic signed agreements with Amazon and Google over the past month for a combined 10 gigawatts of computing power. On Thursday, the company announced plans to utilize all computing resources from xAI's first data center, Colossus 1, located in Memphis, within the next month. Amodei stated that the company will continue to acquire as much computing power as possible.

On May 7, significant trading activity was detected on the Hyperliquid platform. According to BlockBeats On-chain Detection, an address starting with 0xa44 engaged in high-leverage trading, going long on 394.6 BTC with a 40x leverage. The position, valued at approximately $31.94 million, was established at an average price of $81,059, with a liquidation price set at $62,069. Currently, the position is experiencing a slight unrealized loss of about $50,000, equating to a 5% decrease. Additionally, the address holds a 25x leveraged long position in ETH, valued at $5.9 million, and a 10x leveraged short position in TON, valued at $1.4 million. Over the past month, the address has maintained a 95% success rate in its trades, with an average holding period of 22 hours.

한 연구원에 따르면, 구글 크롬은 사용자의 명시적인 동의 없이 4GB 크기의 제미니 나노(Gemini Nano) AI 파일을 사용자의 기기에 몰래 다운로드할 수 있다고 합니다. 이 파일을 삭제하더라도 크롬 설정에서 해당 기능을 비활성화하지 않는 한 다시 설치될 수 있습니다.

인공지능, 엔비디아, 칩, 에너지 소비, AI의 약점은 엔비디아에 있지 않다. 골든 파이낸스, 이를 알아차린 사람은 드물고, 알아차렸으면서도 과감히 투자하는 사람은 더욱 적다.

최근 몇 년간 인공지능의 급성장을 한 단어로 설명하자면, 그것은 연산 능력도, 파라미터도, 프롬프트도, 특정 모델 아키텍처도 아닌, 바로 ‘증류’이다.

우리가 익숙하게 여겼던 그 옛날의 암호화폐 시대는 막을 내렸으며, 앞으로의 가치는 비트코인, 스테이블코인, 블록체인 인프라, 자산 토큰화라는 네 가지 주요 분야에 집중될 것입니다.

트럼프 대통령은 수요일, 이란과 기본 합의에 도달할 가능성이 “매우 높다”며, “일주일 내”에 합의가 이뤄질 수도 있다고 밝혔다. 이란은 현재 미국의 휴전 제안을 검토 중이며, 미국이 오랫동안 고수해 온 두 가지 핵심 요구 사항은 여전히 해결되지 않은 상태다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3049호를 발행하며, 가장 최신의 암호화폐 및 블록체인 업계 소식을 전해드립니다.

Circle 주식을 매수한다고 해서, 실제로 “스테이블코인 노출”을 확보하는 것은 아닙니다.