Jinse Finance
Jinse Finance
金色财经是集行业新闻、资讯、行情、数据等一站式 #Web3 区块链产业服务平台。(The leading #blockchain and #crypto media from 2016 in China.）聚焦 #Web3、#Metaverse、 #BTC、#ETH、#NFT、#DeFi、#DAO。
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Moon Pursuit Capital: Persistent inflation may limit the Federal Reserve's support for tech stocks
Golden Finance reported on November 10, according to Jin10, Utkarsh Ahuja, founder and managing partner of Moon Pursuit Capital, stated that persistently high inflation may limit the Federal Reserve's ability to provide monetary policy support, even if tech stocks weaken. He pointed out that recent remarks by San Francisco Fed President Daly about the possibility of further rate hikes in the future remind investors not to take for granted that the Fed will intervene to rescue the market soon. Ah
Binance stops processing transactions involving MEXC and related entities
Golden Finance reported that Binance issued a notice stating that, in view of the U.S. Financial Crimes Enforcement Network (FinCEN) listing MEXC as a major money laundering concern, Binance has stopped processing transactions involving MEXC and related entities.
BlackRock: About $3.6 billion BTC converted to IBIT shares, physical conversion threshold lowered to $1 million - $2 million
According to Jinse Finance, on November 10, Robbie Mitchnick, head of BlackRock's digital asset business, stated that since regulatory approval for physical subscription and redemption, BlackRock has recorded approximately $3.6 billion worth of Bitcoin directly held being converted into IBIT shares; since not all transactions are handled by BlackRock, the actual scale may be larger. He said that this type of demand does not fluctuate with Bitcoin prices, with the main motivation being security a
💡Morgan Stanley: Google's HBM demand will account for 35% of the global total in 2027, nearly equal to Nvidia's
According to Jinse Finance, Morgan Stanley expects a significant change in global high-bandwidth memory (HBM, high-speed stacked memory used in AI chips) demand by 2027. Google's TPU is expected to account for 35% of global demand, just slightly below Nvidia's 36%, with the two combined reaching 71%.
AMD is expected to account for 16%, Amazon AWS 5%, Creative Electronics customers about 3%, and Microsoft and Meta each about 2%. By chip type, GPUs are expected to account for 52% of HBM demand, custom AI chips (ASICs) 47%, nearly evenly split. The HBM configuration per chip is also continuously increasing: AMD MI500 is expected to have 768GB, Google TPU v9 576GB, and Nvidia Rubin Ultra 384GB. This indicates that HBM demand is shifting from being dominated by Nvidia GPUs to being jointly driven by Nvidia and large cloud providers' custom chips, with Google becoming an HBM demand party comparable in scale to Nvidia. (Jin10)
Morgan Stanley: Google's HBM demand will account for 35% of the global total in 2027, nearly equal to Nvidia's
Golden Finance reports that Morgan Stanley expects a significant change in global high-bandwidth memory (HBM, high-speed stacked memory used in AI chips) demand by 2027. Google's TPU is expected to account for 35% of global demand, just slightly below Nvidia's 36%, with the two combined reaching 71%. AMD is expected to hold 16%, Amazon AWS 5%, Creative Electronics customers about 3%, and Microsoft and Meta each about 2%. By chip type, GPUs are expected to account for 52% of HBM demand, and custo
Iran's Foreign Minister denies plans for Vance to meet with Iranian officials
Golden Finance reported, according to Iran's Tasnim News Agency, regarding some media reports about "U.S. Vice President Pence possibly holding talks with Iran's Supreme National Security Council Secretary Ali Larijani," Iranian Foreign Minister Araghchi stated that such speculation and media hype are baseless, and there are no arrangements for such a meeting between the two sides.
