Odaily News NVIDIA is set to launch a dedicated processing chip for artificial intelligence inference scenarios, aiming to improve AI query processing speed and enhance model response capabilities. Reports indicate that OpenAI is expected to become one of the primary customers for this new processor.
The chip focuses on optimizing the inference performance of AI models in practical applications and is expected to be officially announced next month at the NVIDIA GTC developer conference in San Jose. (The Wall Street Journal)
Odaily訊 白宮 AI 和加密事務主管 David Sacks 在社群媒體表示，Patrick Witt 正在推動銀行業與加密行業之間的妥協進展，並積極促成市場結構立法落地。
Sacks 稱，加密行業已在穩定幣收益問題上作出重大讓步，呼籲銀行方面作出相應回應。
Odaily星球日報訊 加密風投機構 Paradigm 正籌劃為新一期基金募集最高約 15 億美元資金。知情人士稱，新基金在延續加密資產投資方向的同時，也將把投資版圖拓展至人工智慧、機器人等前沿科技領域。（華爾街日報）
Odaily News Financial technology company Block, after reporting strong earnings and advancing its AI transformation strategy, is seen by analysts as positioning its merchant payment business Square to be the primary beneficiary of this strategic shift.
Earnings reports show that Block achieved an operating profit of $485 million in the fourth quarter, with an adjusted operating profit reaching $588 million. Net profit attributable to common shareholders was $116 million, and adjusted EBITDA stood at $930 million. The company also raised its 2026 gross profit guidance to $12.2 billion, representing approximately 18% year-over-year growth.
Block CEO Jack Dorsey recently announced that the company will reduce its workforce by over 40%, decreasing total headcount from over 10,000 to under 6,000 employees, to drive a leaner, AI-centric operational model. Analysts believe Block is among the first fintech companies to fundamentally reassess its employee structure and production efficiency.
Furthermore, the company recently increased its Bitcoin holdings by 103 BTC. It now holds approximately 8,883 BTC in total, valued at around $577 million, ranking it as the fourteenth-largest corporate holder of Bitcoin globally.
Dorsey stated that the company rapidly expanded its workforce during the pandemic while establishing separate systems for Square and Cash App, leading to personnel redundancy. Block is currently driving organizational integration and plans to increase gross profit per employee to over $2 million, roughly four times the pre-pandemic level. Analysis suggests that in the context of AI-driven efficiency improvements, the Square business is expected to be the first to achieve scalable profit growth.
Odaily訊 韓國KOL Joshua（MOZAIK）在X平台發文表示，其於1月中旬至2月初對約120名加密KOL進行了私人調查，55人提交了詳細回覆。
調查結果顯示，55名受訪者中有50人正在交易股票，5人剛開始接觸。按持倉KOL數量排名，最熱門板塊依次為AI（11人）、金屬與大宗商品（8人）、能源與電力（8人）、儲存與半導體（7人）、機器人與人形機器人（6人）、太空與國防（6人）。被提及最多的個股為INTC、GOOG、RKLB、ASTS、AMZN，各被4人提及。
多位受訪者表達了從加密貨幣向股票輪動的趨勢，有人稱「加密市場已不具吸引力」，轉而佈局機器人和人形機器人領域。高確信度持倉主題包括AI驅動的儲存晶片短缺、太空與國防、稀土與鈾能源等。
交易平台方面，IBKR以24人使用居首，Robinhood為8人，其餘分佈在Schwab、Hyperliquid等平台。受訪者同時交易的其他資產類別以金屬最為普遍，其次為大宗商品、期權期貨及外匯債券。在加密交易者關注的股票KOL中，Citrini7被提及次數最多。
