Citrini analyst Jukan said on social media that the only explanation for Lumentum management accepting Marvell’s acquisition offer was a lack of confidence in the current AI growth cycle. According to ChainCatcher, Jukan said Lumentum’s management may believe the market will collapse in two to three years.

Anthropic's revenue for the third quarter ended September 30 approached $17 billion, up 12-fold from a year earlier, while losses and spending also increased. According to Odaily, the Claude developer reported a net loss of $23.3 billion for the quarter, compared with $12.1 billion a year earlier, and operating expenses of $17.5 billion, up 292%. A filing submitted to the U.S. Securities and Exchange Commission on Monday showed the company has $895 billion in contractual and other spending commitments, most related to computing capacity and infrastructure. About $448 billion is expected to be spent by the end of 2030, including roughly $70 billion in the 12 months through September 2027. Anthropic filed for an initial public offering on October 26 and plans to list before the U.S. Thanksgiving holiday. People familiar with the matter previously said the company is seeking to raise $86.2 billion or more, matching or exceeding the amount raised in SpaceX's IPO.

According to CNBC, Anthropic filed an amended Form S-1 with the Securities and Exchange Commission on Monday, reporting $33.24 billion in revenue for the nine months ended Sept. 30, up roughly 1,200% from the same period last year. The company reported a $104 billion net loss for the period, compared with a $25.1 billion loss over the same stretch in 2025. The amended prospectus also disclosed about $895.4 billion in aggregate committed spending under purchase commitments and lease agreements, substantially all related to compute and infrastructure.

Strategy plans to issue up to $1.66 billion in Series A perpetual preferred stock with a 10.00% coupon rate. According to Odaily, the proposed offering was disclosed in a filing with the U.S. Securities and Exchange Commission.

Binance has warned users to watch for scams as it resumes withdrawals in phases, saying opportunistic scammers may try to take advantage of the period. In a security reminder, the exchange said fraudsters may impersonate Binance through direct messages, emails, group chats, and even small transfers with a message attached.Common Scam PitchesAccording to Binance, scammers may offer to “speed up withdrawals,” give “priority processing,” help users “claim compensation,” or move their assets into a “Binance vault.” Anyone promising to speed up a pending withdrawal for a fee is a scammer, the exchange said.What Binance Will Never DoBinance said it will never:Contact users first about their account or fundsOffer or sell a place in the withdrawal queueCharge a fee to unlock a network or assetAsk users to connect a wallet, sign, authorize anything or transfer funds to “unlock” a withdrawalAsk users to move assets into a “vault,” “safe account,” “secured wallet” or any address provided by someone elseSend an “eligibility,” “status” or “compensation claim” linkAsk for passwords, two-factor authentication codes or seed phrasesPoint users to an unofficial Proof of Reserves siteOffer paid “asset recovery” servicesOnce a user connects a wallet, signs or authorizes a request, third parties can move their assets, and on-chain transactions are usually irreversible, Binance warned.How to Stay SafeUsers with a pending withdrawal should check its status in the Binance app. Binance advised using only its official app and channels for updates, and checking whether a channel, account or website is genuine through its official verification page at binance.com/en/official-verification. Anyone who sees something suspicious or thinks their account may be at risk should change their password immediately, review their security settings and contact in-app Customer Support.

GPU小时已形成每日报价市场，成本底价、稀缺溢价与基差三层逻辑，仍在决定算力究竟值多少钱。

OpenAI 新算法声称推翻沿用近 30 年的指数时间假说，计算机理论的地基被动摇。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的AI、DeFi、DAO、NFT和元宇宙行业新闻。

民主党横扫两院概率升至72%，选举结果落地后美股或迎短时反弹，比特币历史底部窗口值得关注。

OpenAI 300亿美元融资目标缩水至约110亿美元承诺，Anthropic冲刺IPO恐难拿投资级评级，资本正从看故事切换到看账单。

IOSG 复盘 19 次中期选举：标普 500 选后一年全部上涨，比特币三个周期同样收正，但都先经历一轮下跌。

FBI 认定币安被盗超 60 亿美元系朝鲜黑客组织 TraderTraitor 所为，马斯克与 CZ 隔空互怼，徐明星呼吁交易所联合防御。

全球最大图库盖蒂图片社申请破产，AI冲击叠加高杠杆债务，终结了它三十年的版权霸主地位。

币安被盗6.3亿美元暴露签名系统风险，Lighter、Hyperliquid、Aster和Variational四家永续DEX中只有Lighter能让你在团队失联时自行提走资金。

US President Donald Trump said his administration was looking into the record $6.3 billion Binance hack, as the incident intensified calls for stronger federal oversight of cryptocurrency exchanges and new safeguards to protect customer assets.