Meta

2026-07-17 11:54

Circle Partners with BIND Group to Provide USDC Access to Argentine Institutions

: Circle has entered into a strategic alliance with Argentine financial services group BIND Group to provide USDC liquidity access to Argentine enterprises through BEN, a licensed virtual asset service provider under BIND. BIND Group has total assets exceeding $2 billion, and its core banking entity, BIND Banco Industrial, provides services to institutions and enterprises. BEN will operate in compliance with Argentine regulatory requirements, supporting use cases such as payments, treasury management, and digital asset transfers. BIND Vice President Andrés Meta stated that expanding institutional access to USDC is an important step for the Argentine digital asset ecosystem. Circle CEO Jeremy Allaire noted that Argentina has become a more attractive destination for foreign investment. Argentina is one of the few markets in Latin America where USDC adoption levels are close to those of USDT. Tether-backed Oobit disclosed that transaction volumes completed by Argentine users using USDC account for 46% of the country’s total stablecoin transaction volume.

BEN Circle Oobit Tether

2026-07-13 17:37

Meta Announces Additional $40 Billion Investment in Louisiana Data Center

META announced it will invest an additional $40 billion in the Louisiana data center, expanding the data center's computing capacity to 5GW.

Center Cometa Meta Pool MetaDAO Metadium

2026-07-13 17:36

Morgan Stanley: AI Capex to Reach $1.4 Trillion in 2028

According to TechFlow Research, Morgan Stanley's July 10 report projects that in 2028, the combined capital expenditure of the five major hyperscalers—Microsoft, Google, Amazon, Meta, and SpaceX—will reach $1.4 trillion, a more than threefold increase from 2025 levels; available compute capacity will expand from 30GW to 120GW. Meta is listed as the top pick, with 2027/2028 Capex raised to $225 billion/$250 billion. Morgan Stanley particularly emphasizes Meta's API business opportunities: Muse Spark 1.1 pricing is 30%-86% lower than peers, and every 100MW of compute capacity can generate approximately $8 billion in revenue and approximately $1.9 per share in EPS increment. The deciding factor in the compute race is shifting from "how much to build" to "how much to sell," as Meta simultaneously holds five monetization paths. Morgan Stanley maintains an Overweight rating on Meta, Amazon, and Google.

Reach Reach Spark Spark

2026-07-13 17:17

Meta (META): Multiple KOLs Bullish, $1.7 Trillion Market Cap Possibly Undervalued

According to monitoring by the BlockFlow KOL Opinion Aggregation Platform, Meta Platforms (META) is currently priced at $669.21. Multiple KOLs are unanimously bullish, believing that given its massive user base across multiple platforms and AI infrastructure build-out, the $1.7 trillion valuation is cheap.

Bullish Cap Cometa Kollect Kollectiv Market

2026-07-13 15:38

JPMorgan: Software Profits Are Shifting from Model Layer to Infrastructure

According to TechFlow Research, a July 13 report from JPMorgan pointed out that Starbucks building its own AI tools to replace Microsoft and IBM software, Microsoft using its self-developed MAI to replace OpenAI and Anthropic models, and Meta developing cloud business to sell AI compute collectively illustrate a trend: the software profit pool is shifting downstream from the model layer. DigitalOcean's Q2 remaining performance obligations exceeded $800 million, a 10-fold year-over-year increase, with AI inference already accounting for a significant portion; over half of Cloudflare's requests originate from AI agents, and it launched a crawler paywall to open new revenue sources. Morgan Stanley believes model providers face pressure of being replaced, infrastructure layer demand remains strong but the structure is changing, enterprise customers' bargaining power is rising, and investment logic needs to shift from "model as winner" to "infrastructure and intermediary layers".

Shezhea NET 摩根大通

2026-07-11 20:05

Analyst: Memory Chip Sector Underlying Logic Re-evaluated, Leading Stocks Drop Over 20% in Past Few Weeks

According to CCTV Finance, the US stock memory chip sector encountered a collective correction after hitting a high in late June, with industry leaders such as SanDisk, Micron Technology, Seagate Technology, and Western Digital seeing stock price declines of over 20% in the past few weeks. The triggering factor was Meta selling computing power, which sparked market concerns about a surplus in computing power, while the core variable lies in whether the technical gaps between various AI large models will continue to narrow. Industry insiders point out that the memory chip industry has historically exhibited significant cyclicality—during booms, manufacturers collectively expand production leading to plummeting prices and industry-wide losses, followed by collective contraction in capital expenditure. Meanwhile, the industry's business model is undergoing profound changes, with cloud vendors and AI data centers increasingly signing 3-to-5-year long-term supply agreements with original manufacturers, including price ranges and minimum purchase volumes, to ensure the stability of key supply chains.

Drop June Meanwhile Memory

2026-07-11 16:46

Tencent in Talks to Acquire Manus: Sources Say It Will Retain Minority Shareholder Status

According to Southern Metropolitan Daily, Tencent is negotiating to become the largest shareholder of general AI Agent company Manus. A consortium of Chinese capital led by Tencent plans to repurchase all equity of Manus from Meta at a valuation of approximately 2 billion USD. However, sources familiar with the matter revealed that upon completion of the transaction, Tencent will still maintain a minority shareholder status and will not hold a controlling stake. Manus is an AI Agent product launched by Butterfly Effect Company. It went viral overnight in China in March 2025, and its annualized revenue has exceeded 100 million USD. Previously, Meta announced the acquisition of Manus, but due to the intervention of the Ministry of Commerce and the foreign investment security review mechanism, the acquisition was legally prohibited and required to be revoked in April 2026. This repurchase by Chinese capital marks the subsequent progress following the halt of the acquisition.

Acquire Company Status

2026-07-10 21:10

AI Giants Shake Up Capital Markets: SpaceX, OpenAI, and Anthropic Could Create the Biggest Exit Wave in US VC History

the National Venture Capital Association (NVCA) and PitchBook recently released the "Venture Monitor" report, noting that after SpaceX's listing and the potential IPOs of Anthropic and OpenAI, the combined value generated by these three companies will reach an unprecedented level. The report states: "With SpaceX going public, combined with the future exits of these companies, the value created will surpass the total exit value of all US VC-backed companies since 2000." The core factor lies in the extremely high valuation expectations of these three companies.SpaceX is currently valued at approximately $1.77 trillion, while Anthropic and OpenAI are also moving towards multi-trillion-dollar enterprise valuations. The market estimates that the combined valuation of the three companies could exceed $4 trillion. This scale far surpasses past large-scale tech IPOs. Data from the U.S. Securities and Exchange Commission (SEC) shows that total US IPO fundraising last year was about $70 billion, whereas SpaceX's single-company valuation has already reached a level that traditional large-scale IPOs find hard to match. As a once-highly-watched tech IPO case, Uber was valued at around $84 billion when it went public in 2019, which is less than 5% of SpaceX's current valuation.However, the comparison by NVCA and PitchBook is based on "enterprise value created," not the actual cash-out amounts for investors. Additionally, the analysis does not include non-US companies like Alibaba. Furthermore, the value created by already-public companies such as Apple, Google Android, YouTube, and Instagram is not counted in the VC exit statistics.The report points out that over the past 25 years, the US tech market has seen several historic IPOs, including Google in 2004, Tesla in 2010, and Meta in 2012. These companies have since become some of the world's most valuable enterprises. Additionally, companies like LinkedIn, Slack, and WhatsApp were acquired for over $20 billion.The NVCA believes that the current IPO cycle driven by artificial intelligence (AI) could further break these records. The analysis suggests two main reasons driving this trend:First, tech companies are staying private for longer periods than in the past, accumulating higher valuations through prolonged financing and business expansion. If today's Google were in its early stages, it might also choose to go public later to achieve a higher market valuation.Second, the AI industry is highly capital-intensive. Training large AI models requires massive investment, pushing AI companies to continuously raise substantial funds and driving rapid valuation growth.Industry insiders believe that the potential scale of IPOs by SpaceX, Anthropic, and OpenAI will test the capacity of the US capital market. As AI companies transition from the private financing stage to the public market, how trillions of dollars in tech assets flow into the stock market will become a focus for investors. (DigitalToday)

Apple based Furthermore Wave 特斯拉 阿里巴巴

2026-07-10 20:15

AI voice startup Gradium completes $100 million seed round with NVIDIA participation

Gradium, a Paris-based real-time voice AI startup, has announced the completion of a $100 million seed funding round, with NVIDIA participating as an investor.The company has recently rapidly launched multiple voice AI products, covering tools such as real-time speech-to-text (STT), text-to-speech (TTS), real-time translation (Gradium Translate), and the Phonon audio model. The funding will be used to establish a new office in San Francisco, deeply integrate with the North American AI industry ecosystem, and accelerate the recruitment of global technical talent. Gradium specializes in ultra-low-latency real-time voice interaction models, spun out of the French AI lab Kyutai, with its founding team hailing from top AI institutions such as Google Brain, DeepMind, and Meta.

based NVIDIA Phonon Statter Network

2026-07-10 11:50

Manus is reportedly pursuing an equity transaction at a $2 billion valuation, with Tencent potentially becoming the largest shareholder

According to sources familiar with the matter, Tencent is in talks to become the largest shareholder of AI agent company Manus. Most existing investors, including Tencent, ZhenFund, and Sequoia Capital China, are discussing supporting a deal at a $2 billion valuation to block Meta's acquisition.

2026-07-10 11:06

Meta denies AI computing power surplus, stating that renting out computing power can sometimes be more valuable than internal use

: Meta CEO Mark Zuckerberg stated that the company is considering renting out some of its AI computing power to external customers. He mentioned that some external offers are so high that Meta believes renting out computing power could be more valuable than keeping it for internal use.Zuckerberg emphasized that Meta does not have a surplus of AI computing power and that the company is still fully utilizing its existing computing resources. He noted that almost no company in the industry believes its own computing resources are sufficient.According to reports, Meta is exploring two types of cloud service models: one involves hosting proprietary or third-party AI models and charging based on API calls, while the other directly sells basic computing power, similar to the model of AI cloud computing company CoreWeave.Additionally, Meta has recently opened its Meta Model API and started charging for Muse Spark 1.1. Zuckerberg also said that SpaceX's model of temporarily renting out computing power to external companies is "very interesting," and Meta will also evaluate similar high-value transaction opportunities.

based CoreWeave Spark Spark

2026-07-09 22:01

Meta launches paid AI developer model for the first time

: Meta has launched a paid AI developer model for the first time. (Jinshi)

Spark Spark

2026-07-09 20:45

Meta's self-developed AI chip "Iris" is planned to start mass production in September, with a 2027 compute target of 14 gigawatts.

According to Reuters, Meta plans to mass-produce its self-developed data center AI chip "Iris" starting from September, as part of its fourth-generation Meta Training and Inference Accelerators project, to enhance the AI capabilities of platforms such as Facebook and Instagram and reduce reliance on external GPUs such as those from Nvidia and AMD. Internal memos show that Iris completed testing in just 6 weeks with no major defects; Meta plans to deploy 7 gigawatts of computing power this year and increase it to 14 gigawatts by 2027, with its AI infrastructure spending in 2024 potentially reaching up to $145 billion. To secure expansion, the company has signed long-term supply agreements with Samsung Electronics, Sandisk, and Sumitomo Electric to cope with "price increases" and shortages of memory and AI chips.

GPU.Net Inference Iris Node AI

2026-07-09 13:37

Citrini analyst jukan: It is highly irrational to extrapolate isolated channel conditions to the entire market

: Citrini analyst jukan posted on platform X, stating that some friends asked for his opinion on the Evercore channel survey. Evercore reported that several OEMs admitted they have simultaneously placed orders with both distributors and brokers for the same project due to extended lead times. Even if the three major DRAM manufacturers attempt to eliminate overbooking and duplicate orders, it cannot be completely prevented.He believes that extrapolating the situation occurring in a few isolated channels to the entire market is highly irrational. He also shared comments from Lynx on Meta's storage procurement on the same day: According to Lynx's survey, Meta is willing to purchase memory and flash storage from major suppliers at spot prices; unlike Apple, Lynx does not expect Meta to complain about high prices and anticipates that Meta has already factored in price increases in its capital expenditure plans.

Apple Lynx

2026-07-09 12:29

Meta 将在加拿大建设 91.7 亿美元人工智能数据中心

According to Cointelegraph, Meta will build an AI data center with an investment of approximately $9.17 billion and an installed capacity of 1 gigawatt in Alberta, Canada. This will be Meta's first data center in Canada and its 33rd data center globally.

Cointelegraph

2026-07-07 09:42

Morgan Stanley: Meta's Self-Built GPU Services Signal Supply Shortage, DRAM Shortage Extended to Early 2028

According to TechFlow Research, the Morgan Stanley Weekly Report reinterprets the true meaning of the May SIA data. Meta's development of internal cloud services appears on the surface to be business competition with AWS/Azure, but in essence is a forced move driven by GPU shortage. When the enterprises with the strongest self-build capabilities in the market are all scrambling for capacity, the market is already in a state of extreme scarcity.

Agentwood Studios Extended GPU.Net Node AI

2026-07-05 20:53

Polymarket new: "Will the US government revoke public access to another major AI model?"

The PPP Prediction Market tool monitors that Polymarket has listed a new event: "Will the US government revoke public access to another major AI model?" The current probability is reported at 33%.The settlement rules state: If the US federal government, by the end of 2026, passes relevant legislation, issues an executive order, implements export controls, or takes any other action that substantially restricts US public access to a major AI model, the market outcome will be "Yes." Otherwise, the outcome will be "No." A "qualifying action" refers to a formal measure taken by the US government, the effect of which is equivalent to completely prohibiting the public from accessing a specific AI model within the United States. Furthermore, the settlement rules emphasize that regardless of the action's true purpose or nominal goal; if the action effectively results in the public being unable to access the model within the US—for example, prohibiting the model from being provided to foreign citizens or governments, as long as the general public cannot access the model through conventional channels within the US—it meets the qualification requirements. Merely excluding access to the model from a single channel is insufficient. Removals of public access that are not caused by any formal action of the US government are not eligible."Mainstream AI model" refers to the flagship, general-purpose large language model or multimodal foundation model developed by one of the following companies: OpenAI, Anthropic, Google (including Google DeepMind), Meta, xAI, Microsoft, Amazon, Mistral AI, DeepSeek, Alibaba, ByteDance, Moonshot AI, and Zhipu AI (Z.ai). Models designed for specific tasks, or those that are outdated, used solely for research or preview purposes, do not meet this criterion.The action can target a single model or a group of models, as long as at least one major AI model becomes inaccessible to the public within the US as a result. A temporary suspension of public access to a model meets this condition. However, if an action has been implemented or a related resolution has been issued, but the public can still access the model before the resolution takes effect, that action does not meet the condition.The information sources for this market are official announcements and information from the US government and the relevant AI companies. However, reliable media reports may also be referenced to form a consensus.The Odaily Seer Channel continues to monitor prediction markets, observing changes before prices are set.

Furthermore Mainstream Market Moonshot Moonshot Moonshot

2026-07-05 20:19

AI Frenzy Continues? US Tech Companies' Data Center Lease Commitments Hit a Record High of $850 Billion

The Kobeissi Letter, citing Bloomberg on X, stated, "US technology companies have committed a record $850 billion over the next few years for data center leases, an increase of $570 billion year-over-year, representing a 204% jump, and a sequential increase of $200 billion, or 31%."According to the report, Meta added $79 billion in new commitments in the first quarter of 2026, up 76% from the previous quarter, bringing its total commitments to approximately $183 billion. Microsoft added $41 billion in the same period, up 26% sequentially, bringing its total commitments to around $197 billion. Oracle leads with total commitments of approximately $250 billion, having locked in several key sites to fulfill its contract with OpenAI.

Center Hit Oracle Record

2026-07-04 20:43

AI Data Center Crusoe Plans to Raise $3 Billion, Valuation Could Rise to $30 Billion

AI data center Crusoe Energy Systems is in talks for a new round of financing worth approximately $3 billion. Upon completion of this round, the company's valuation is expected to roughly triple from the previous round, reaching the $30 billion range.Founded in 2018, Crusoe initially started with crypto-related businesses before transitioning into an AI infrastructure and data center service provider. It is currently categorized as one of the "neocloud" firms, a new type of cloud computing company focused on providing computational power support for generative AI. The company has signed compute supply contracts with tech giants including Meta and Oracle. As demand for AI infrastructure construction surges, the scale of its compute business continues to expand.According to previously public information, Crusoe completed a funding round of approximately $1.38 billion last year, with a valuation exceeding $10 billion. If this new round is successfully completed, it would become another large-scale capital move in the AI infrastructure sector.Market sources estimate that the final valuation for this round could be around the $30 billion level, but the deal is still in progress and has not yet been finalized. (Reuters)

Center Crusoe Energy Market Oracle Raise Rise

2026-07-03 17:16

Binance Adds 15 New bStocks Tokens as Margin Collateral

according to an official announcement, Binance CrossMargin, PortfolioMargin, and PortfolioMargin Pro have added 15 new bStocks tokens as qualified collateral assets, including Circle (CRCLB), Micron (MUB), NVIDIA (NVDAB), Sandisk (SNDKB), Tesla (TSLAB), SpaceX (SPCXB), Advanced Micro Devices (AMDB), iShares MSCI South Korea ETF (EWYB), Intel (INTCB), Strategy (MSTRB), Lumentum (LITEB), Meta (METAB), Microsoft (MSFTB), Palantir (PLTRB), and Invesco QQQ Trust (QQQB). The corresponding trading pairs are now available for margin trading. This feature is only available to VIP3 and above users in eligible regions, and loans are not currently supported.

Binance Circle NVIDIA Strategy VIP3