News linked to both this project and an event.
sources familiar with the matter have revealed that Goldman Sachs and JPMorgan are exploring trading methods based on the cost of computing power, including futures contracts linked to GPU rental prices. As one of the scarcest resources amid the AI boom, related futures for GPUs are expected to be listed on exchanges later this year.Industry insiders stated that this move reflects how the influx of hundreds of billions of dollars into data centers and the chip sector is reshaping the financial market landscape. For banks financing the construction of AI infrastructure, such innovative instruments could become a new means of risk management. (The Information)
According to the Wall Street Journal, AlphaSense, an AI-powered market intelligence platform, has raised $350 million in funding, achieving a new valuation of $7.5 billion—marking a significant increase from its previous round in 2024, which valued the company at $4 billion. Investors in this round include Accenture and the asset management division of JPMorgan Chase. Jack Kokko, CEO of AlphaSense, stated that the company may pursue an initial public offering (IPO) in the future.
Coincheck Group, a Nasdaq-listed company, announced a strategic investment and business cooperation agreement with Japanese telecom giant KDDI Corporation. KDDI will subscribe to 28,536,516 newly issued common shares of Coincheck Group at a price of $2.28 per share, with a total transaction value of approximately $65 million. JPMorgan served as financial advisor, and De Brauw Blackstone Westbroek and Simpson Thacher & Bartlett LLP served as legal advisors. It is reported that the two parties will collaborate on expanding the digital asset market, including revenue sharing and referral incentive mechanisms. (Businesswire)
Strategy (formerly MicroStrategy), led by Michael Saylor, has been accelerating its Bitcoin acquisitions this year. JPMorgan analysts stated that if the current pace continues, the company's total Bitcoin purchases for the year could reach approximately $30 billion. So far this year, Strategy has added 145,834 Bitcoin to its holdings, valued at around $11 billion. Analysis indicates that a significant portion of the company's purchases occurred when Bitcoin was below its average cost of roughly $75,000, reflecting a more "opportunistic" allocation strategy.At the current rate, Strategy's total Bitcoin purchases in 2026 could significantly exceed the approximately $22 billion levels seen in 2024 and 2025. Analysts noted that the company has re-accelerated its buying since April, suggesting its strategy is becoming more dependent on market conditions and financing availability. Meanwhile, Strategy's stock continues to trade at a premium of approximately 26% to its net asset value (NAV), providing favorable conditions for the company to continue purchasing Bitcoin through equity and debt financing. The company currently holds approximately 818,334 BTC, with a total value exceeding $65 billion. (The Block)
Odaily Jeff Bezos is close to completing a $10 billion financing round, valuing his laboratory at $38 billion. The lab focuses on developing artificial intelligence technology capable of understanding the physical world and transforming engineering and manufacturing.According to informed sources, the company, codenamed "Project Prometheus," plans to finalize a funding round soon, with a valuation reaching $38 billion including the newly injected capital. The sources added that this agreement will position the company as one of the world's most well-funded early-stage startups, which includes an initial $6.2 billion raised in November. However, due to strong market demand, the financing scale has been further expanded. One source revealed that JPMorgan and BlackRock are among the participants in this new round of investment. (Financial Times)