Stablecoins cannot bypass banks: the true bottleneck to scaling is regulated banking infrastructure.

The true bottleneck to scaling the industry is not on-chain technology, but rather regulated bank connectivity, local clearing channels, and foreign exchange infrastructure.

Shenchao TechFlow14minutes ago

Apple Rarely Signs 3-5 Year NAND Long-Term Contracts, Possibly Without Price Caps; AI Demand Squeezes Capacity, Shifting Bargaining Power in Memory Market

Apple is negotiating a three- to five-year long-term contract for NAND flash memory with Kioxia, potentially without a price cap. This marks a shift in its procurement strategy from "price suppression + multi-sourcing" to "volume locking + long-term contracts." The transition stems from intense competition among AI data center clients for storage capacity, compelling Apple to prioritize supply security. Pricing power in the memory chip market is shifting from buyers to sellers, and the duration of this memory cycle may exceed traditional market expectations.

wallstreetcn16:18

We Can't Allow a Handful of Greedy People to Play God': Bernie Sanders Takes Aim at Big Tech Billionaires Over AI Power

On Monday, Sen. Bernie Sanders (I-Vt.) escalated his push for tougher AI regulation, warning that a small group of Big Tech billionaires should not be allowed to determine the technology's impact on

Benzinga12:00

Shift in Data Center Bargaining Power: Cloud Providers Once Held the Upper Hand, but Now "CoreWeaves" Are Taking a Firmer Stance

The dominant position of cloud computing giants in AI data center leasing negotiations is weakening. Eager to deploy NVIDIA servers, cloud providers such as Microsoft have granted operators like CoreWeave greater bargaining leverage. This has led to more lenient Service Level Agreement (SLA) terms and stricter payment demands, with NVIDIA and AMD even entering the bidding process to provide credit guarantees for customers.

wallstreetcn10:48

UN Issues Major Warning on AI: Potential “Existential” Threat to Humanity!

① UN High Commissioner for Human Rights Volker Türk warned that advanced AI poses an existential threat to humanity and called for the establishment of robust safety safeguards; ② Türk stated that the pace of frontier AI development outstrips the enhancement of safety measures, and he will write to major AI companies such as Meta and OpenAI to urge them to mitigate risks.

cls.cn08:08

$100 Invested In Alphabet 10 Years Ago Would Be Worth This Much Today

Alphabet (NASDAQ:GOOGL) has outperformed the market over the past 10 years by 10.28% on an annualized basis producing an average annual return of 23.98%. Currently, Alphabet has a market

Benzinga07:00