TREE NEWS reports: Alibaba Cloud has reduced the unit price for its Qwen3.8-Flash model, making it more affordable for developers and enterprises. This move is part of Alibaba’s strategy to enhance competitiveness in the AI cloud market.
TREE NEWS update: Saxo Bank analysts note that Nvidia’s earnings confirm the investment thesis for AI infrastructure, suggesting continued strength in AI-related equities. The report implies positive spillover effects for crypto and AI-crypto sectors, though no direct RWA implications were mentioned.
TREE NEWS reports: Nvidia reported Q2 FY2027 revenue of $96.2B, up 106% YoY, beating estimates and guiding Q3 to $108B, entering the $100B quarterly revenue era. The company also projected 70% revenue growth for FY2028, far exceeding expectations, despite supply constraints, driven by continued AI demand from hyperscalers and the ramp of its Vera Rubin platform.
TREE NEWS reports: Melius Research has raised its price target for Nvidia to $420, citing strong demand for AI chips. The upgrade reflects optimism about Nvidia’s growth prospects in the AI sector.
TREE NEWS reports: SoftBank is reportedly in negotiations to acquire a majority stake in humanoid robot maker 1X at a valuation of $6 billion. The deal underscores SoftBank’s continued investment in robotics and AI, though it has no direct connection to cryptocurrency or real-world asset tokenization.
TREE NEWS update: Bill Gates has warned that the threat posed by AI is being underestimated by major tech companies. He emphasizes the urgent need for responsible development and regulation of AI technologies.
TREE NEWS update: Nvidia CEO Jensen Huang defended the company’s investments in its AI ecosystem, stating that the risks are relatively low. He emphasized the strategic importance of supporting startups and partners to strengthen Nvidia’s AI platform.
TREE NEWS reports: Zhipu AI unveiled GLM-5.3 Flash, a new model served by 100,000 domestically-produced chips, positioning it against DeepSeek V4 Flash. This move highlights China’s push for AI self-sufficiency in the face of export controls.
TREE NEWS update: Nvidia is reportedly in advanced negotiations to acquire AI startup Hugging Face for over $13 billion. The potential deal, which would be one of the largest in the AI sector, highlights Nvidia’s aggressive expansion beyond chipmaking into AI software and platforms.
TREE NEWS update: OpenAI has previewed its Astra model but paused training due to safety concerns. The decision highlights ongoing challenges in AI development and regulatory scrutiny.
TREE NEWS update: Nvidia’s earnings exceeded expectations, driving AI-related stocks higher in after-hours trading. Storage and optical communication sectors also saw broad gains, reflecting strong demand for AI infrastructure.
TREE NEWS reports: Nvidia reported Q2 revenue of $96.22B, exceeding expectations, with Q3 guidance of $108B. The strong results highlight continued AI demand, but no direct crypto or RWA implications are noted.
TREE NEWS reports: Bill Gates has proposed taxing AI tokens and robots to discourage companies from replacing human workers, and suggests creating a category of ‘human reserved’ roles that cannot be automated. His comments highlight growing concerns about AI’s impact on employment and the need for policy interventions.
TREE NEWS reports: NVIDIA CEO Jensen Huang suggested that OpenAI and Anthropic will eventually go public, indicating a shift in the AI industry towards public markets. This comes amid growing regulatory scrutiny and market interest in AI companies.
TREE NEWS update: Nvidia CEO Jensen Huang stated that frontier AI labs remain long-term clients of the company. This indicates sustained demand for Nvidia’s AI chips from leading AI research organizations.
TREE NEWS reports: Nvidia’s CFO stated that demand from AI labs will contribute to a quarter of the company’s business, highlighting the growing importance of AI infrastructure. This news reflects the broader trend of AI adoption but has no direct link to crypto or RWA.
TREE NEWS update: Nvidia’s CFO announced plans to increase shareholder returns, signaling confidence in the company’s financial health and future cash flows. This move is part of a broader strategy to reward investors amid strong demand for AI chips. The announcement comes as Nvidia continues to dominate the AI hardware market.
TREE NEWS reports: NVIDIA announced it will support a 2-gigawatt compute project aimed at frontier AI laboratories. The initiative underscores NVIDIA’s commitment to advancing AI infrastructure, though details on specific labs or timelines remain undisclosed.
TREE NEWS update: NVIDIA’s CFO announced that the company has invested $50 billion in frontier AI laboratories. This significant investment underscores NVIDIA’s commitment to advancing artificial intelligence research and development.
TREE NEWS reports: Nvidia’s CFO announced the introduction of a revenue sharing mechanism, which could impact its partnerships and financial reporting. The move is likely aimed at aligning incentives with clients and partners in the AI and crypto sectors.
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