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Today · 2026-08-09 · Sun

REPORTS THAT AI REVENUES HAVE REACHED A CRITICAL POINT TO BEGIN TO JUSTIFY INVESTMENT IN DATA CENTRES

On 16 July, the Institute's Exponential View report showed that revenues from AI had reached a critical point, suggesting that the investment of hundreds of billions of dollars by technology companies in this area could be economically sustainable. The report shows that the global AI sales revenue from mega-crowded cloud service providers and emerging cloud service providers amounted to $25 billion, exceeding the industry ' s estimated depreciation cost associated with investment in data centres and chips by $21 billion for the second consecutive quarter. This milestone indicates that AI's revenues are beginning to cover the cost of its capital expenditures, but the profit space remains thin。

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Iran's secret order to Al-Houthi: Seal the Mande Channel in the event of an attack on a power plant

On 16 July, according to Reuters, three sources revealed that Iran had asked Yemeni Al-Houthi to prepare for the closure of the Strait of Mand if the United States attacked Iran ' s electricity infrastructure, which would pose a major new threat to the global energy supply. It is known that this idea has been discussed within the Iranian leadership and that this message has been conveyed to Iran ' s Al-Houthi allies. According to sources, Al-Houthi forces have been informed of this request in Tehran recently. The source did not provide more details on how this request was communicated, nor did it indicate whether it was raised after the Trump threat of an attack on Iran ' s electricity infrastructure on Tuesday. Kim Xian

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Mole route: projected business income growth of 135.12 to 149.37 per cent in the first half of the year

ON 16 JULY, THE MOOR LINE ANNOUNCEMENT PROJECTED BUSINESS INCOME IN THE FIRST HALF OF 2026 TO BE 1.65 BILLION YUAN-1.75 BILLION YUAN, AN INCREASE OF 135.12 TO 149.37 PER CENT OVER THE SAME PERIOD. DURING THE REPORTING PERIOD, THANKS TO THE DYNAMIC GROWTH OF THE ARTIFICIAL INTELLIGENCE INDUSTRY AND THE STRONG DEMAND FOR FULL-PURPOSE GPUS IN THE MARKET, THE COMMERCIALIZATION OF THE SUPER-COMPOSED QUASI CALCULATOR HAS ACCELERATED, THE PRODUCT HAS GAINED HIGH CUSTOMER RECOGNITION AND HAS ACHIEVED A STABLE SUPPLY, AND THE COMPETITIVE EDGE OF THE COMPANY ' S MARKET HAS EXPANDED TO PROMOTE RAPID INCOME GROWTH. KIM XIAN

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Alpaca completed $135 million in financing, Peak XV

Alpaca, the financial infrastructure of AI and the monetization, announced the completion of the $135 million new round of financing, Peak XV, Elefund, BNP Paribas, Opera Tech Ventures, and Unborn, to date, totalling $435 million. The new funds will be used to accelerate the construction of its AAI primary brokering infrastructure and API-priority primary brokerage, to help finance and technology companies, banks, coupons, wealth management agencies and encrypted financial platforms to build investment products in traditional and chain-based markets and to access more global encryption exchanges, asset monetization platforms and financial institutions。

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Liang Wen-bing's private agency has already paid heavily for long-term technology

According to the announcement of the first public distribution of shares by Changsung Science and Technology, long-term State-level funds such as the Social Security Fund, the Basic Pension Insurance Fund, and up and down the industrial chain, large-scale venture capital, are involved in strategic distribution. Shenzhen 3x3 Network Technology Co. Ltd., Ulley Power Technology (Cofertilizer) Co. Ltd., Nakhin Communications Co. Ltd., Chiri Smart Vehicle Technology (Cofertilizer) Co. Ltd. received an amount of $157,999,993.98 for a limited period of 18 months, and Hangzhou Ali Yun Flying Sky Information Technology Ltd. received an amount of $157,999,993.98 for a limited period of 36 months. Fantasy Quantities are added to the network at a proposed purchase price of $8.78 per unit, with a maximum of 230 million shares per requisition, and most of the Fantasian products are reported in the 70-140 million share area. Fantasy Quantification consists mainly of Chapter 9 of the Zhejiang River and Ningbo Quantification. Both are registered by the Foundation Industry Association, and the controlling party is Liang Wenbing, which holds 85 per cent of the nine-chapter assets and 85.15 per cent of the Ningbo Quantification. (Deep Net News)

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Analysis: The "one-in-one" of long-term technology is in the range of $3,000 to $26,000

ACCORDING TO THE MARKET ANALYSIS, THE CURRENT DISTRIBUTION PRICE OF YST IS 8.66 YUAN/EQUITY, WITH A CONTRIBUTION OF $4330 IF SIGNED, FOR 500 SHARES. IN THE CONSERVATIVE, NEUTRAL, OPTIMISTIC, SUPER-OPTIMISTIC FOUR VALUATION SCENARIOS, THE CORRESPONDING LONG-TERM TECHNOLOGY ESTIMATES WERE 1 TRILLION YUAN, 1.5 TRILLION YUAN, 2.3 TRILLION YUAN AND 4.25 TRILLION YUAN. BASED ON THE ABOVE ESTIMATES, THE MARKET VALUE RANGE OF RMB 1 TRILLION TO RMB 4 TRILLION FELL FROM 70 TO 600 PER CENT ON THE FIRST DAY OF THE MARKET. COMPARED TO THE ISSUING PRICE OF $8.66, ONE OF THE SIGNERS HAS A PROFIT MARGIN OF BETWEEN $300,000 AND $26,000. IN ADDITION, IT WAS ANNOUNCED THAT THE FUND-RAISING WILL BE FULLY INVESTED IN THE THREE MAIN ALTERNATIVE STORAGE COUNTRY PROJECTS, NAMELY, 12 INCHES DRAM CRYSTAL ROUND LINE UPGRADES, HBM AND CAR REGULATIONS UPGRADES, AND NEXT GENERATION STORAGE FORWARD TECHNOLOGY DEVELOPMENT. "THE NEW WAVE"

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Ondo Perps went through $3 billion a week in total and doubled to $200 million a day

Ondo Perps states that the platform has been open for one week, with a total of $3 billion in transactions, and that 24-hour transactions have doubled to $200 million over the first day of the line. The platform synchronises the addition of SK Hercules SKHY and Samsung Electronics SMSN, two Korea stock tokens. Ondo Perps supports users to use tokenized shares and ETF holding as a permanent contract guarantee, providing non-United States users with up to 20 times leverage, covering Tesla, Weida, Apple and Gold, Silver, etc. Ondo Perps has previously indicated that using the United States share as collateral is only the starting point and that future AI-driven trade flows will be the focus。

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