News linked to both this project and an event.
Citrini analyst Jukan disclosed in a post on the X platform that NVIDIA has decided to temporarily abandon adopting TSMC's COUPE (Compact Universal Photonic Engine) technical solution, as TSMC's progress in advancing silicon nitride (SiN) technology has been slow and the development of 2D grating couplers has not met expectations.
Odaily News Trader 0xSun stated that they have purchased ANSEM and NEST at market capitalizations of approximately $280 million and $6 million, respectively, to participate in the fluctuations of this on-chain cycle.They believe that the on-chain cycle, driven by blknoiz06, has been very active, with strong Meme coins emerging on Solana, BNB Chain, and Robinhood Chain. However, the overall rotation pace is extremely fast. Except for ANSEM, which has been rising for over a week, most other chain leaders peaked overnight.0xSun stated that ANSEM has retraced over 40% from its high. Given Ansem's continued commentary and the fact that approximately 60% of the supply has not yet circulated, the probability of a rebound is relatively high. NEST, on the other hand, is a higher-risk, higher-beta target, and its short-term performance remains primarily driven by market sentiment. They also believe that for small-capital investors, the crypto market is still a more suitable arena for turning small investments into larger gains.
According to Citrini analyst Jukan, FundaAI's latest report reveals that NVIDIA's NVL576 passive co-packaged optics technology nearly doubles the density of optical engines and optical components. The passive co-packaged optics technology increases the configuration volume of 3.2T optical engines per GPU from approximately 2.25 to around 4.0, an increase of 78%. It is estimated that the demand for Rubin Ultra optical engines will reach about 12 million units.This news may directly benefit direct suppliers of optical engines, including Lumentum, Coherent, POET, among others.
The Underlying Economic Engine of the AI Agent Era: B.AI and BNB Chain Officially Launch a $100 Million AI Token Subsidy Campaign. The official team has simultaneously rolled out a special bonus, adding an extra $8,000 joint prize pool! This initiative empowers users to experience top-tier AI services at extremely low cost. The campaign runs until June 8. This event features four tiers of benefits: 1. New users receive 500,000 Credits instantly upon first login. 2. Deposit $10 or more via BNB Chain to trigger a 1:1 matching bonus (deposit any amount, get the same amount in Credits—up to $100 worth of Credits per user). The daily subsidy pool totals $10,000. Additionally, users receive a direct $5 BNB Chain official subsidy (first-come, first-served). 3. A Credits Consumption Contest is launched concurrently, with $3,000 worth of Credits up for grabs. The “Milestone Rush Leaderboard” phase officially begins once 500 users complete deposits. It features three consumption tiers: Entry-level (20 million Credits), Advanced (60 million Credits), and Expert (200 million Credits), awarding evenly split prize pools of $1,000, $500, and $500 respectively. 4. The “Ultimate Leaderboard” phase kicks off once 30 users reach the Expert tier. The Top 10 participants will share an additional $1,000 prize pool. All rewards from the Credits Consumption Contest are distributed in Credits equivalent to their USD value.