Odaily Planet Daily News reports that Alliance DAO co-founder qw shared his personal ranking of "the levels of competitive moats across different industries" today, and pointed out that the moat of blockchain itself is very limited, at approximately 3/10. qw's moat scoring system is as follows: 10/10 (Strongest Moat): Microsoft (Key SaaS), Apple (Brand + Ecosystem), Visa/Mastercard (Payment Network Effects), TSMC (IP + Physical Infrastructure) 9/10: Google (Search and AI IP), Amazon (E-commerce Network Effects + Logistics Infrastructure), Moody's, S&P, FICO (Regulatory Driven + Brand + Rating Network Effects), Major Cloud Providers (AWS/Azure/GCP, etc.) 8/10: Meta (Social Network Effects), NVIDIA (IP +

According to BlockBeats news, on December 10th, Orbit AI, a decentralized space AI network, announced today that its first satellite, OAI Genesis-1, has successfully launched and entered a scheduled low Earth orbit (LEO). Powered by NVIDIA AI cores, Genesis-1 successfully runs a 2.6B parameter AI model for real-time on-satellite analysis of infrared remote sensing data, significantly reducing data acquisition time for disaster warning and maritime monitoring from "hours" to "seconds", while saving 90% of transmission bandwidth costs. By partnering with Nasdaq-listed Powerbank (NASDAQ: SUUN), space solar energy can also be further leveraged to reduce operating costs by 60%. In the context of global giants' layout of space computing, this move marks Orbit AI's pioneering

According to Gate News Bot on December 9, citing CoinMarketCap data, as of press time, PHA (Phala Network) is trading at $0.05, up 11.21% in the past 24 hours, with a high of $0.05 and a low of $0.04. The 24-hour trading volume reached $36 million. The current market capitalization is approximately $38.1 million, an increase of $3.84 million compared to yesterday. Phala Network is a hardware-secure privacy computing platform focused on building a trusted privacy AI cloud infrastructure. The platform provides confidential computing services protected by TEE (Trusted Execution Environment), including confidential virtual machines, confidential AI models, and GPU TEE products, supporting high-performance AI inference while protecting data privacy. Phala has been used by more than 5,000 users

Gate News Bot message: On December 9, according to CoinMarketCap data, as of press time, POWER (Power Protocol) is currently trading at $0.30, up 43.22% in 24 hours, reaching a high of $0.32 and a low of $0.07. The 24-hour trading volume reached $90.7 million. The current market cap is about $62.9 million, an increase of $19 million from yesterday. # Recent key news about POWER: 1️⃣ **Rising attention in AI infrastructure sector** As an energy-related protocol, Power Protocol is at the core track of AI infrastructure development. With the expansion of AI service infrastructure such as cloud computing and data centers, energy supply and management have become key bottlenecks, driving the market’s focus on energy efficiency and distributed energy management sol

Cloud computing startup Fluidstack is raising around $700 million in new funding, with the company expected to reach a valuation of $7 billion. An investment firm founded by a former OpenAI researcher is expected to lead the round, with Google’s parent company and Goldman Sachs also participating.

PANews, December 4—Following its previous $12 million subscription for 20 million GNK tokens, Bitfury has announced an official increase in its overall strategic investment in Gonka to $50 million, making it one of the key pillars of this decentralized AI computing power network. The committed $50 million will be used to accelerate the development of the Gonka protocol and ecosystem, promoting the expansion and global adoption of its efficient GPU network infrastructure. The Gonka team pointed out that the network uses a PoW (Proof-of-Work) model tailored for real AI inference/training tasks, allowing contributors ranging from single-card GPUs to large data centers to directly participate in computing power sharing without the need for traditional cloud service providers or centralized computing providers. Since its official launch in August 2025, Gonka’s distributed

Jinse Finance reported that cloud data service company Snowflake and Anthropic announced a $200 million partnership aimed at bringing agent AI to enterprises worldwide.

Near Protocol launches NEAR AI cloud services and private chat features, ensuring data is processed in a secure environment and providing verifiable privacy protection.

Golden Finance reports that Tether Data has announced the launch of the large language model framework QVAC Fabric, enabling users to execute, train, and personalize large language models directly on everyday hardware, including consumer-grade GPUs, laptops, and even smartphones. Tasks that previously required high-end cloud servers or NVIDIA dedicated systems can now be accomplished on devices that users already have. It is reported that the model supports training on a variety of GPUs, including AMD, Intel, NVIDIA, Apple Silicon, and mobile chips.

Odaily News Decentralization GPU cloud computing platform Aethir officially announced its strategic roadmap for the next 12 months, focusing on global GPU infrastructure expansion, chain migration, strategic computing power reserve (SCR) implementation, developer ecosystem upgrades, and institutional-level computing power access, among other directions. The roadmap highlights include: Q4 2025: Expanding GPU inventory (H200/B200/B300), promoting more enterprise computing power contracts, and releasing RWA financial solutions and the 2025 annual review. Q1 2026: Launching Aethir v2 Mainnet, Proof-of-Compute upgrade, ATH Vault enhancement, Cloud Credits API release, and officially completing chain migration. Q2 2026: Strategic computing power reserve welcomes opportunities.

ChainCatcher news, Swiss crypto bank Amina Bank has recently completed a pilot project using Distributed Ledger Technology (DLT) in collaboration with Crypto Finance Group and its partner banks through Google Cloud Universal Ledger: enabling fiat settlement between regulated banks in Switzerland, achieving near real-time, 24/7 availability. The pilot did not introduce any new digital money, but instead continued to use traditional commercial bank funds, demonstrating that DLT technology can seamlessly integrate with existing banking systems within the current regulatory and compliance framework. Officials stated that this achievement lays the foundation for future promotion of "cross-border payments," "multi-currency settlements," and "physical point of sale (POS) integrated payments," suggesting that the TradFi system may be on the verge of a transformation.

According to reports from Jinse Finance and The Information, Google is actively expanding its TPU market, including reaching a protocol with cloud service provider Fluidstack: if Fluidstack fails to pay the rent for the new data center in New York, Google will provide a guarantee of up to $3.2 billion.

Jin10 reports that there has been an increasing buzz in the market about Google's (GOOG.O) self-developed TPU, raising concerns about its impact on NVIDIA's market share in AI chips. NVIDIA CEO Jen-Hsun Huang stated that the AI market is vast and growing rapidly, with competition occurring daily, and NVIDIA must "run faster." He emphasized that NVIDIA's positioning is "very unique and solid," with a core focus on the high versatility of its GPUs and platform, which can be deployed in major cloud environments and is currently the only system capable of running all AI models. Regardless of customer needs, NVIDIA can provide complete solutions.

According to BlockBeats news on November 27, the latest research released by the Fed shows that the top 100 banks in the United States and 100 non-bank financial institutions (NBFIs) have a high concentration risk at the "third-party service provider" level. If key cloud, payment, or core IT service providers experience a failure, it will quickly evolve into a cross-market systemic event. The model indicates that in extreme scenarios, the tail losses caused by systemic incidents could far exceed normal operational risks, with operational disruptions becoming the main source of loss rather than traditional credit events. From a macro-financial perspective, this study quantitatively confirms for the first time that "digital infrastructure failure" itself can trigger a financial crisis, rather than being merely an accompanying risk. When critical third-party nodes fail, it will simultaneously impact payment clearing, liquidity allocation, credit transmission, and risk hedging mechanisms, rapidly increasing the value of the dollar in the short term.

Swiss Amina Bank and the Crypto Finance Group under Deutsche Börse have successfully completed a pilot for real-time fiat Settlement on Google Cloud's universal ledger, validating the application potential of Distributed Ledger technology in cross-border payments and multi-currency Settlements, while complying with existing regulatory standards. This move provides a practical model for the transformation of the financial system.

According to a report by China Merchants Securities International, Google Cloud has secured a NATO AI cloud contract, which will provide a dedicated secure cloud system and utilize AI to enhance operational efficiency. At the same time, Google is competing for TPU orders with Meta, showcasing its market opportunities. Investor concerns about Google may ease, maintaining a "buy" rating with a target price raised to $390.

Gate News Bot message, on November 26, according to CoinMarketCap, as of the time of writing, ICNT (Impossible Cloud Network) is currently priced at $0.25, having risen 21.27% in the last 24 hours, with a high of $0.28 and a low of $0.17. The current market capitalization is approximately $41.5 million, an increase of $7.29 million compared to yesterday. ICNT is currently ranked 499th in the global Crypto Assets market capitalization. Impossible Cloud Network is building the world's largest AI data center network. This network provides users with instant access to high-performance, enterprise-grade, AI-supported infrastructure, covering major global markets such as Europe, the United States, and Asia. ICN is committed to providing bare metal services to customers while also welcoming operators to contribute bare metal resources. ICN

Golden Finance reports that Alibaba's US stocks rose over 5% before the market opened. The company's second quarter revenue exceeded expectations, with strong performance continuing in its two core businesses, AI + Cloud and Consumer.

PANews, November 25 news, according to Jin10 reports, Alibaba (09988.HK) reported that its revenue for the second fiscal quarter of FY2026 reached 247.795 billion yuan, a year-on-year rise of 4.8%, exceeding market expectations. The cloud intelligence revenue of 39.82 billion yuan was higher than estimated, and Ant Group's profit reached 8.37 billion yuan, a year-on-year increase of 10.3%. However, the adjusted net profit was 10.35 billion yuan, lower than the expected 16.8 billion yuan, with earnings per ADS of 4.36 yuan also falling short of expectations. The company stated that it will continue to increase investments in AI and consumer sectors, and short-term profits will fluctuate.

In pre-market trading on Tuesday, Nvidia's stock price fell by 3.2%, following reports that Meta is in talks to use Google's AI chips. Boosted by this news, Alphabet's stock price rose by 2.1%, as investors digest the potential shift in the AI hardware landscape. The Information reported on Monday that Meta is considering deploying Google's Tensor Processing Units (TPUs) in its data centers before 2027. The social media giant may rent TPUs from Google Cloud as early as next year.

Gate News Bot news, on November 21st, according to CoinMarketCap data, as of the time of writing, FIL (Filecoin) is currently priced at $1.77, having fallen by 5.28% in the last 24 hours, with a high of $2.19 and a low of $1.75. The 24-hour volume reached $281 million. The current market capitalization is approximately $1.274 billion, a decrease of about $71.0136 million compared to yesterday. FIL is currently ranked 55th in the Crypto Assets market capitalization leaderboard. Recent important news about FIL: 1️⃣ **Filecoin Onchain Cloud platform officially launched** The Filecoin Foundation launched the Filecoin Onchain Cloud platform on November 18 with ecosystem contributors. This platform

PANews, November 20 news, NVIDIA (NVDA.O) has just announced its Q3 fiscal performance, with chip sales at the core of the AI boom growing faster than Wall Street expectations. The company also provided a strong revenue forecast for the quarter, leading investors to believe that the AI investment frenzy will continue. Its Q3 financial report shows that the company's revenue in the third quarter was $57 billion, a year-on-year increase of 62%. Among them, data center revenue was $51.2 billion, exceeding the expected $49 billion. Additionally, its revenue outlook for the fourth quarter is about $65 billion, far higher than the analysts' average estimate of $61.6 billion. After the financial report was released, NVIDIA (NVDA.O) saw its stock price rise over 4% in after-hours trading. NVIDIA CEO Jen-Hsun Huang stated, "Blackwell's sales are off the charts, and cloud GPUs are completely sold out." Previously, Huang had downplayed concerns about an AI bubble.

The Filecoin Foundation launched Filecoin Onchain Cloud on November 18, aiming to provide a decentralized cloud platform that transforms storage, retrieval, and payment functions into programmable services, allowing developers to run workloads on-chain and achieve verifiability and auditability of data and payments.

Golden Finance reported that the artificial intelligence cloud startup Lambda has raised over $1.5 billion in a new round of financing led by TWG Global. The funds will be used to purchase NVIDIA GPUs and expand the data center.

According to ChainCatcher news, reported by Jin10, under the cloud of risk aversion, market risk appetite has sharply cooled, and almost all asset classes are under pressure. The volatility index of the Eurozone stock market - the Euro Stoxx Volatility Index rose by 2.4 points to 22.6, reaching the highest level since the big dump of U.S. regional banks in mid-October, although this index is still far below the high of 53.5 set in April.

ZetaChain partners with Alibaba Cloud to launch the "Universal AI" co-learning hackathon, aimed at developers in the Asia-Pacific region, with the goal of exploring the integration of AI and Blockchain, offering a $200,000 ecosystem grant. The event includes co-learning camps and an online hackathon, encouraging the development of smart applications and promoting Web3 innovation.

Gate News Bot message, on November 18, according to CoinMarketCap data, as of the time of writing, FIL (Filecoin) is currently priced at $2.16, with a rise of 10.49% in the last 24 hours, reaching a high of $2.35 and a low of $1.88. The 24-hour volume is $630 million. The current market capitalization is approximately $1.554 billion, an increase of $148 million from yesterday. FIL is currently ranked 48th in global crypto assets market capitalization.

Gate News bot message, according to the official announcement from Gate on November 17, 2025: Gate will open the 341st Launchpool project from 17:00 on November 17, 2025, to 17:00 on December 1, 2025, ( UTC+8 during which the project will be Play Solana )PLAYSOLANA(. Users can participate in mining by staking USDT, GT, and PLAYSOLANA, with a total reward pool of 3.75 million PLAYSOLANA tokens. This Launchpool period has set a lock-up limit mechanism for the USDT staking pool based on the total trading volume over 60 days. At the same time, it offers a 100 USDT position experience voucher benefit for new users, limited to users who register after November 10, 2025. PLAYSOLANA is a project focused on the field of AI computing, dedicated to providing a complete solution covering AI computing infrastructure, AI cloud, foundational models, and AI-driven terminal applications. Currently, it has developed two major platforms to support AI research and application deployment globally.

The Q3 2025 report released by Filecoin shows that network utilization has risen to 36%, total capacity has decreased to 3.0 EiB, and fees have increased by 14% compared to the previous month. Active storage volume has slightly decreased by 1%, and the average daily new volume of transactions has dropped by 19%. Onchain Cloud will be launched on November 19, focusing on the construction of decentralized cloud infrastructure.

Golden Finance reports that Applied Digital, a Bitcoin mining custody and cloud services company listed on Nasdaq, has announced that it will issue senior secured notes to raise $2.35 billion through its subsidiary APLD ComputeCo LLC. This issuance will be conducted via a private sale and is expected to be completed around November 20, 2025, depending on market and other conditions. The new funds will be used for the construction of its data center campus.

Gate News bot message, according to the announcement from Gate platform on November 14, 2025. Gate will launch the 340th phase of the Launchpool project Planck (PLANCK) token airdrop event. The total amount of this airdrop is 200,000 PLANCK, and the event will take place from November 14, 2025, 17:00 to November 21, 17:00 ( UTC+8 ). Users can participate by staking ETH or PLANCK, and the rewards will be 100% unlocked. The participation amount in the ETH staking pool will be determined based on the user's total trading volume over 60 days, calculated including spot trading volume, contract trading volume ( with a weight of 40% ), and options trading volume ( with a weight of 5% ). The system will distribute token rewards every hour according to the proportion of the user's staked assets. Planck is a project dedicated to creating AI computing solutions, primarily providing AI computing infrastructure, AI cloud services, foundational models, and AI-driven end applications. It has currently developed two major platforms to support global AI research and application implementation.

ChainCatcher news, Walnut Capital Limited (stock code: 0905.HK) has announced a significant strategic investment in EdgeAI Labs. This collaboration will accelerate the development of EdgeAI Labs' Decentralization platform, expand its global influence, and enable the company to provide more scalable and secure AI solutions for global developers, enterprises, and individual users. With the increasing demand for Decentralization AI and edge computing solutions, EdgeAI Labs has a unique advantage in meeting this demand with its excellent technology. This investment will support the company's mission to provide AI agents that can securely run on user-owned devices, reducing reliance on centralized cloud infrastructure while ensuring data privacy and security. The cooperation with Walnut Capital Limited also highlights the Decentralization infrastructure.

BlockBeats News, November 12th, Morgan Stanley released a stock price analysis for Tesla over the next 6-12 months, stating that besides Elon Musk's $1 trillion compensation plan, several factors will influence Tesla's stock price in the coming year: - xAI Association: Tesla's relationship with Musk's AI startup xAI is crucial both financially and strategically, as they share data and software synergy; - Full Self-Driving (FSD): Musk claims that version 14.3 will allow drivers to "send texts while driving," marking a significant milestone in algorithmic driving; - Chip Manufacturing: Musk hinted that Tesla might build its own chip factory to ensure AI supply and strengthen vertical integration; - AI Network Vision: Tesla could convert idle vehicles into a distributed AI cloud, forming a massive "cluster" intelligent network. Morgan Stanley states

Golden Finance reports that the stock price of Bitcoin miner Bitdeer Technologies Group (stock code BTDR) has fallen over 30% this week, dropping from slightly above $23 on Monday morning to about $16 on Tuesday. The company's third-quarter earnings failed to meet investors' expectations for significant artificial intelligence infrastructure upgrades, leading to a continued downward trend in the stock price for nearly a month. Despite this, Benchmark analyst Mark Palmer reaffirmed a buy rating and a target price of $38. In a stock report released on Tuesday, he noted that the sell-off "seems to reflect overly high investor expectations rather than any deterioration in the company's fundamentals." Palmer stated that Bitdeer's fundamentals remain solid in self-mining, hosting, and cloud services, with revenue increasing by 174% year-over-year.

Nebius has signed a five-year AI infrastructure agreement with Meta, with expected annual revenue of $7 billion to $9 billion by 2026. The company's third-quarter sales increased by 300%, reaching $146 million, and cloud capacity is nearly sold out.

Gate News Bot message, November 11th, according to CoinMarketCap data, at the time of press, BLESS (Bless) is currently priced at $0.04, up 31.08% in the past 24 hours, with a high of $0.06 and a low of $0.03. The current market cap is approximately $70.1 million, an increase of about $16.6 million from yesterday. Recent important news about BLESS: 1️⃣ **Bless Network Mainnet Launching Soon** The Bless network mainnet is about to launch, providing a new alternative for decentralized cloud computing. The mainnet launch marks Bless's official entry into operational phase, expected to offer users more stable and efficient shared computing services. This significant milestone could be one of the main factors driving the BLESS token price upward.

Cloud computing company CoreWeave's stock price plummeted 22%, with investors focusing on its performance and reliance on major clients like Meta and Microsoft. Revenue for this quarter is expected to reach $1.3 billion, but increased capital expenditures have led to larger per-share losses. The market is becoming more sensitive to the balance between spending and growth.

BlockBeats news, November 8th, decentralized data storage protocol Filecoin hinted at transforming from a storage network to an on-chain cloud service. The official page is now live and open for waitlist applications.

Gate News Bot Message: On November 7th, according to CoinMarketCap data, STORJ (Storj) is currently priced at $0.18. It has increased by 23.14% over the past 24 hours, reaching a high of $0.19 and a low of $0.14. The current market capitalization is approximately $77.2 million, up $14.5 million from yesterday. Storj is a decentralized cloud storage and computing platform that offers users fast, secure S3-compatible object storage services. The platform reduces costs and mitigates regional risks through automatic replication and global data distribution, while ensuring high data durability using zero-trust and zero-knowledge principles. Storj’s architecture guarantees excellent performance from anywhere and can quickly scale to meet business needs. Recent important news about STORJ: 1️⃣ **I**

Gate News Bot Report: As of November 7th, according to CoinMarketCap data, Filecoin (FIL) is trading at $2.13. It has surged 54.80% in the past 24 hours, reaching a high of $2.22 and a low of $1.28. The 24-hour trading volume is $949 million. The current market capitalization is approximately $1.508 billion, up $534 million from yesterday. Filecoin is a decentralized storage network designed to store humanity’s most important information. It is an open-source cloud storage marketplace, protocol, and incentive layer. Recent key news about FIL: 1️⃣ **Market Sentiment Turns Positive, Driving a Significant Rise in FIL** The price of FIL surged 54.80% within 24 hours, quickly climbing from a low of $1.28 to $2.13. This strong rebound reflects

Odaily Planet Daily reports that sources have revealed Google is currently in preliminary discussions to significantly increase its investment in AI startup Anthropic. Media outlets suggest that after a new funding round, Anthropic's valuation could exceed $350 billion. The sources added that this potential new agreement is still under negotiation and could take various forms, including a priced funding round early next year, issuing convertible bonds, or strategic investments—such as Google providing more cloud computing services to Anthropic. A few weeks ago, the two companies announced an agreement under which Google would supply up to 1 million dedicated AI chips to the emerging AI company Anthropic PBC. This arrangement provides Anthropic with more powerful computing resources and further solidifies Google's leading position in the AI space.

PANews, November 5th news, according to Globenewswire, Bitcoin mining company BitFuFu released its unaudited production and mining operation updates for October 2025. Its Bitcoin output for October 2025 was 253 BTC, of which cloud mining output was 223 BTC, and self-mining output was 30 BTC. The total Bitcoin holdings were 1953 BTC, a decrease of 6 BTC compared to September 30, 2025. As of October 31, 2025, the total managed hashrate was 30.5 EH/s, a month-on-month decrease of 15.3%.

HashKey Cloud has partnered with the Japanese listed company Quantum Solutions to launch Japan's first DAT stake service, marking a new model for the appreciation of digital assets. This collaboration utilizes HashKey's Ethereum stake technology to help listed companies and Financial Institutions enter the digital asset market.

Capx AI launched its Mainnet on November 4, introducing Capx SuperApp, Capx Cloud, and Capx Chain, aimed at supporting the token issuance and trading of AI applications. Capx Cloud ensures security and supports AI deployment, while SuperApp integrates various applications. Previously, the project completed a $3.14 million seed round financing.

ChainCatcher news, Bitcoin mining company IREN has signed a $9.7 billion protocol with Microsoft to provide cloud computing services in Texas, with its stock price rising over 20% in pre-market trading, currently reported at $72.9. In addition, the company will spend $5.8 billion to purchase GPUs and related equipment from Dell.

Google's parent company Alphabet is returning to the European market by issuing bonds in tranches to raise at least 3 billion euros to support investments in artificial intelligence and cloud infrastructure. This is its second bond issuance in 2025, demonstrating the effectiveness of its financing diversification strategy.

Gate News Bot message, November 3, according to CoinMarketCap data, as of the time of writing, ICNT( Impossible Cloud Network ) is currently priced at $0.31, with a rise of 16.24% in the last 24 hours, reaching a high of $0.34 and a low of $0.18. The current market capitalization is approximately $52 million, an increase of $7.26 million compared to yesterday. Impossible Cloud Network(ICN) is developing the foundational layer of the next-generation internet. Unlike centralized tech giants, ICN introduces a fully open, multi-service, permissionless, and composable cloud infrastructure that integrates storage, computing, and networking on a large scale. Its enterprise-grade decentralized architecture ensures high performance, security, and resistance to censorship, making web3 as seamless as web2. ICN leverages real-world applications.

Gate News Bot news, on October 31, according to CoinMarketCap market data, as of the time of writing, ICNT( Impossible Cloud Network ) is currently priced at $0.25, having risen 32.31% in the last 24 hours, with a peak at $0.26 and a low of $0.18. The current market capitalization is approximately $4.19 million, which is an increase of $1.02 million compared to yesterday. Impossible Cloud Network (ICN) is a decentralized cloud infrastructure network designed to provide a foundational layer for the next generation of the internet. ICN integrates storage, computing, and networking capabilities to deliver high-performance cloud services for enterprise-level applications. The project ensures network security and scalability through two types of nodes: HyperNode and ScalerNode. The goal of ICN is to create a