An address now holds short positions equivalent to about 68,113 Nvidia shares, a net increase of about 25,670 shares, with the position’s estimated value rising by about $4.12 million. According to Odaily, the address’s futures account has accumulated gains of about $23.45 million; during the period, it opened about $4.21 million in positions and closed about $70,000. The address is 0xfc27136e42af1732ddc9ce2605ea9bff1b959d9d.

A Hyperliquid trader holds a $30.71 million long position in Nvidia using 5x leverage, with an unrealized loss of $2.6 million. According to Odaily, the trader made about $1.02 million on a Sandisk long position 11 hours ago and has recorded about $610,100 in cumulative lifetime profits.

According to ChainCatcher, the Ornn Compute Price Index shows that hourly rentals for Nvidia Blackwell GPUs rose 48%, from $2.75 to $4.08 over the past two months. Demand for compute has increased in recent months as companies seek capacity for AI agents that perform tasks such as coding and booking real estate viewings. OpenAI API usage rose from 6 billion tokens per minute last October to 15 billion in late March this year. Anthropic began limiting user token usage during peak weekday hours, from 5:00 AM to 11:00 AM Pacific Time, in late March. CoreWeave raised service prices by more than 20% late last year and began requiring smaller customers to sign contracts of at least three years, up from one year. OpenAI Chief Financial Officer Sarah Friar said the company is dropping some projects because it lacks sufficient computing capacity.

英伟达董事会于周三召开内部会议以决定黄仁勋去留，并已与外部机构合作遴选新任CEO候选人。华尔街正密切评估，如果黄仁勋被迫离职将对整个AI行业造成何种程度的直接冲击。

A former Ethereum Foundation employee has sued the organization, Ethereum co-founder Vitalik Buterin and four other defendants, alleging she was fired less than two weeks after disclosing a cancer diagnosis and helping organize staff opposition to a controversial employment directive.

币安联席CEO何一、Richard Teng及首席安全官Jimmy Xu在币安公开Space回应10月30日发生的重大安全事件。

Japan's top foreign exchange official Atsushi Mimura warned that yen moves had been too rapid and suggested authorities were prepared to intervene again to support the currency. According to Sina Finance, Mimura told reporters Thursday, “I strongly feel that exchange-rate moves have been too fast over the past few days,” adding that “it is too early to forget what happened this summer”; he declined to comment on specific exchange-rate levels. The yen was approaching 160 per dollar. After it breached that level this summer, Japanese authorities intervened to support the currency, with the monthly intervention total reaching a record; some operations were conducted jointly with the United States. Over the past two days, stronger-than-expected U.S. inflation data and hawkish remarks from Federal Reserve officials boosted expectations that the Fed would resume raising rates next month, and the yen fell from around 158 to nearly 160 per dollar. The exchange rate was around 159.8. The yen has come under renewed pressure amid the possibility of a wider U.S.-Japan interest-rate gap. After hawkish comments from Fed officials, traders began pricing in a small chance of a 50-basis-point rate hike in December. U.S. core CPI inflation exceeded expectations for three consecutive months, reinforcing expectations of further Fed tightening. Markets have largely priced in a Bank of Japan rate hike at its December 18-19 meeting, but the timing of subsequent increases remains unclear.

According to ChainCatcher citing STAR Market Daily, Doubao Work has added third-party models including Kimi 3.1 Pro, GLM 5.3, and DeepSeek V4.1 Flash. It has also introduced a limited-time offer that lowers the quota consumption multipliers for Doubao 2.1 Lite and DeepSeek V4.1 Flash.

According to ChainCatcher citing STAR Market Daily, Baidu founder Robin Li announced the launch of Token Exchange, a trading platform for large language models, at the opening ceremony of Baidu World 2026. Li said that more than one new model had been released almost every day during the first nine months of this year, while demand for model access surged, prompting the emergence of model-routing services. Li said Token Exchange aims to bring together quality models and providers so businesses and individuals can find, purchase and use trusted model tokens. In its first month, the platform onboarded more than 100 resource providers, recorded over 50 million daily calls and processed more than 700 billion tokens per day.

Security research firm Claroc found that 35,578 of 37,571 online applications created with Grok Build, or about 94.7%, could be accessed without logging in. According to Odaily, an estimated 650 to 800 applications contained private or sensitive data, including internal corporate documents, medical records, employee information and plaintext passwords; the data involved six Fortune 500 companies. Twenty-four applications were created by employees of Musk’s SpaceXSI and X and included internal sales plans, customer information and confidential advertising proposals for U.S. federal agencies. Researchers said Grok app-sharing links could be discovered through DNS records and that some applications lacked access controls. SpaceXSI has taken down the 24 applications associated with it, but related applications created by other users remain accessible.

企业花了数十年阻拦机器人爬虫；如今，它们要争相争取 AI 智能体的订单。

英伟达是整条AI链的锚，云厂商资本开支、算力租赁公司的债、模型公司估值，都押在英伟达供不应求上，而替这个前提站台的人是黄仁勋。大家也不想AI泡沫真被老黄戳爆吧?

实际收入下滑与AI投资驱动增长并存下的货币政策困境。

华尔街日报称英伟达董事会正准备讨论首席执行官黄仁勋的去留，最快可能于当地时间周三召开会议。风波已从个人生活延伸至公司治理和领导层稳定。

股票市场这块蛋糕，应该没有哪家交易所不想分的，只是Upbit还被监管挡在门外，只能靠持续上新币撑住流量。

国会迎来民主党掌控，但议员群体也不再那么老龄化。长期视角下，任何由这次选举引发的回调，反而大概率是加密货币的买入机会。

纽约联储主席威廉姆斯离任时间引发美联储内部争议：他能否任职至2028年6月，还是必须在2027年6月年满65岁时退休？若他提前离任，沃什或将提前一年影响这一关键职位的人选。