Goldman Sachs has released a research report highlighting Baidu's accelerated growth in cloud business revenue, particularly in GPU-based cloud services, during the first quarter of this year. According to Jin10, the firm anticipates that Baidu's AI-driven business will grow by over 30% annually, primarily benefiting from a robust increase in AI cloud infrastructure, which is expected to exceed 50% year-on-year growth. By the end of 2026, AI-driven business contributions are projected to surpass those of traditional and other business segments. During an analyst meeting, Baidu's management revealed their target for cloud business growth to outpace the market and major competitors in the coming quarters. The company has observed a shift in token usage from training to inference, which aids in expanding Baidu Cloud's customer reach. Management also indicated that the current capabilities of the Wenxin Yiyan model are lagging, and future research and development will focus on revitalizing the model's capabilities, prioritizing the development of Wenxin Yiyan to boost MaaS (Model as a Service) revenue. Goldman Sachs forecasts a mid-term gross margin target of 35% to 40% for GPU cloud business, compared to 25% to 30% for traditional CPU and memory services. Management aims for AI-driven business to account for over 50% of total revenue, reducing the holding company discount through rapid growth in core cloud and chip revenue.

シンガポール金融管理局（MAS）は、規制当局が「重大なコンプライアンス違反」「不十分な内部統制」、および当局への「虚偽または誤解を招く」情報の提供が繰り返されていたと指摘した事案が発覚したことを受け、BSquared Technologyの暗号資産決済ライセンスを取り消した。

PANews posted on X (formerly Twitter). Meta has initiated its third round of layoffs in 2026, impacting 8,000 employees, primarily engineers and product managers. The internal code name for this round is "Pralaydin" (Day of Disaster). A Singapore-based employee, @anishmoonka, confirmed the layoffs, stating that notifications were sent at 4 a.m. local time, and employees' access to company systems was immediately revoked upon receiving the email. This follows Meta's recent restructuring, where 7,000 employees were reassigned to a newly formed AI team. The company plans another round of layoffs within the year, potentially bringing the total number of departures to 22,000, approximately one-fifth of its workforce. According to Evercore analysts, these layoffs could save Meta around $3 billion annually. Concurrently, Meta's budget for AI infrastructure this year is estimated to be between $125 billion and $145 billion.

Bixin, a digital asset trading platform under NewBX Limited, has received a virtual asset trading platform license from the Hong Kong Securities and Futures Commission, according to ChainCatcher. The license permits Bixin to conduct regulated activities under Type 1 (securities trading) and Type 7 (providing automated trading services). Additionally, Bixin has been licensed under the Anti-Money Laundering and Counter-Terrorist Financing Ordinance to operate a virtual asset trading platform. Currently, the number of licensed virtual asset trading platforms in Hong Kong has increased to 13, with six applicants awaiting approval.

PreOPAI has experienced a notable increase, reaching a peak of $905 before settling at $900, according to ChainCatcher. The cryptocurrency saw a 4.31% rise over the past 24 hours, with a trading volume of $899,500 USDT during the same period.

Temple Digital Group, a digital asset trading platform on the Canton Network, has completed a private funding round led by SBI Group. According to Foresight News, the specific amount raised has not been disclosed. The company aims to expand its product offerings with the new capital and plans to go public in regulated markets by the second half of 2026. Previously, Foresight News reported that Temple Digital Group raised $5 million in a seed funding round last October, led by Paper Ventures.

A petition to repeal South Korea's virtual asset tax has garnered over 50,000 signatures, qualifying it for consideration by a parliamentary committee. According to NS3.AI, the petition was initiated on May 13 and achieved the required number of signatures in approximately eight days. The petitioner argues that the tax system requires a comprehensive review instead of minor adjustments or further postponements.

NVIDIAの第1四半期の売上高は予想を上回る85％増となったが、業績見通しは過去最高を更新したものの、市場を十分に満足させるものではなかった。また、800億ドルの自社株買いを追加し、配当も大幅に引き上げた。時間外取引ではNVIDIAの株価は下落に転じ、一時3％超の下落となった。

CLARITY法案の規制枠組みの下では、あなたのトークンは十分に分散化されているか、あるいは証券のいずれかである。

米連邦準備制度理事会（FRB）の4月の会合議事録によると、同理事会の目標達成を妨げる恐れのあるリスクが生じた場合、金融政策のスタンスを適切に調整する用意があることが示された。

金色財経は、仮想通貨・ブロックチェーン業界の朝刊『金色朝8時』第3063号を発行し、デジタル通貨およびブロックチェーン業界の最新ニュースをお届けします。

予測、予測市場は金のなる木なのか？その収益モデルを徹底分析　金色財経、この膨大な取引量は、実際の収益につながるのか？

Golden Financeは『Golden Web3.0デイリー』を創刊し、AI、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

これは、コードの裏側に隠された、AIの将来の支配権と世界的な技術的障壁を巡る大きな駆け引きに関わるものだ。

Anthropic、人工知能、AI界のトップインフルエンサーであるKarpathyがAnthropicに加入、その狙いは？ ゴールデン・ファイナンス、これは単なるシリコンバレーでの転職ではなく、知識と権力の移転である。

本稿では、FRBが利下げを行うたびに縮小し続けている収益事業について、Circleが垂直統合を活用してその縮小を相殺できるかどうかを検証する。