Ark Invest Tracker said on platform X that among the major semiconductor companies surveyed, Nvidia generates $6 million in revenue per employee, which is more than three times that of its closest competitor Broadcom and the highest among the chip manufacturers listed. In comparison, SK Hynix, Micron, and Samsung combined have nearly 10 times the number of employees as Nvidia.
ARK Invest founder Cathie Wood commented, "AI is the most profound productivity release since the internet."
Odaily Planet Daily news: Meta announced a partnership with BlackRock to develop a new strategic project for the El Paso data center. The El Paso data center represents an investment of over $10 billion by Meta. A fund managed by BlackRock will hold an 80% stake in the project, while Meta will retain the remaining 20% equity. The parties have committed to proportionally share approximately $14 billion in building development costs, covering long-life power, cooling, and connectivity infrastructure within the campus. Upon financial close, Meta will contribute risk land and assets under construction valued at approximately $2.3 billion, while BlackRock will receive a cash contribution of approximately $4.9 billion. Meta will receive a one-time distribution of approximately $1 billion to align with the 80/20 ownership allocation. Part of BlackRock's investment will be funded by proceeds from $12.5 billion in debt financing. (Cailianshe)
Odaily Planet Daily News Morgan Stanley stated that after the recent correction, the artificial intelligence supply chain still offers attractive risk/reward opportunities, believing that the sell-off is mainly due to technical factors and profit-taking. The bank expects AI computing demand to outpace supply in the coming years and is optimistic about improvements in AI capabilities, applications, and long-term capital expenditure growth related to AI. (Jinshi)
Odaily Planet Daily News: Singapore-based asset management firm Psalion has announced the launch of a $50 million fund targeting early-stage blockchain startups. Psalion stated that it will support pre-seed and seed stage companies in the fields of infrastructure, real-world assets, stablecoins, DeFi, and trade finance. (The Block)
Odaily Planet Daily News Sources revealed that Amazon (AMZN.O) is comprehensively adjusting its artificial intelligence strategy, phasing out many internal models, restructuring teams, and concentrating engineers on a new strategy to compete in the frontier field. This restructuring indicates that Amazon is refocusing its AI strategy. Instead of diversifying its investments across multiple text, image, and video models, the company is consolidating engineering talent and limited computing resources to focus on its highest-priority projects.
According to sources familiar with the matter, Amazon is gradually sunsetting most of its flagship models, including the high-end Premier and Omni models, the Reel video generation model, and the Canvas image generation model. Some Amazon employees have described these models as being in a "KTLO (Keep The Lights On)" state. According to sources, resources are gradually shifting from the existing Nova models to a new frontier model project led by researcher Peter Abel. Internally known as "Frontier Model Research" (FMR), this project has become the company's top priority this year. Under this initiative, Amazon is developing a brand new flagship foundation model, expected to be unveiled at the annual re:Invent conference this fall. (Business Insider)
Odaily星球日报讯 Hyperinsight 모니터링에 따르면, 0x9a8로 시작하는 고래가 오늘 아침에도 CXMT를 추가 매수하여 약 1시간 30분 동안 222건의 거래를 통해 11.2만 주를 매수했으며, 거래 금액은 약 72.1만 달러, 가중 평균 매수가는 6.44달러입니다.
해당 주소는 현재 5배 레버리지로 157.22만 주의 CXMT를 롱 포지션으로 보유 중이며, 포지션 가치는 약 1040.8만 달러, 평균 매수가는 6.6168달러입니다. CXMT 현재가 6.6203달러로 포지션은 손익분기점 수준이며, 청산 가격은 0.7374달러입니다.
이미 체결된 부분 외에도, 해당 주소는 5.89~6.28달러 구간에 8건의 매수 주문을 추가로 걸어두었으며, 12만 주를 추가 매수할 계획으로 주문 금액은 약 73만 달러에 달합니다. 해당 고래는 지난 7월 15일 첫 롱 포지션 진입 이후 총 157.22만 주를 매수했으며, 기간 동안 어떠한 포지션 축소도 없었습니다.
Odaily Planet Daily News The decline in Asian technology stocks has pushed the emerging market benchmark index to its lowest level in three months, but a drop in oil prices helped European stocks and currencies avoid being affected by the sell-off. As of 16:00 Beijing time, the MSCI Emerging Markets Index fell by 3.6%, marking the largest single-day drop since the end of June and also falling to its weakest level since April.
On Tuesday, the South Korean stock market experienced a series of trading halts, with weakness in chipmakers spreading to various industries. The KOSPI index plummeted nearly 11%, with shares of Samsung Electronics and SK Hynix both falling more than 13%. (Jin Shi)
Odaily Planet Daily 뉴스, Gate 데이터에 따르면 WTI 원유 선물 낙폭이 3%로 확대되어 80.099달러/배럴을 기록했습니다.
According to Odaily, CryptoRank data shows that the median return rate of RWA tokens in July reached 10%, ranking first among major crypto narratives. On July 24, the total on-chain RWA scale rose to $32.2 billion, an increase of 12.3% from the beginning of the month, surpassing the historical high set in April this year.
Odaily, In response to this morning's abnormal SK Hynix price quotation incident on Trade.xyz, Hyperliquid co-founder iliensinc stated that Hyperliquid is a permissionless blockchain where different teams can deploy and operate markets based on its infrastructure. Among these, the xyz:SKHYNIX perpetual contract was deployed and is operated by the XYZ team. The XYZ team is currently investigating the situation and will provide updates once a conclusion is reached.
He also explained that the market deployer for HIP-3 is responsible for providing data including the mark price, oracle, and external perpetual contract prices. Taking the pricing mechanism of a perpetual contract similar to BTC as an example, the protocol provides the median of the latest on-chain transaction price, the best bid, and the best ask as one of the three price components. The other two prices are provided by the deployer, and all three collectively influence the final mark price.


