According to Jin10, a research report by Taihaitong Securities on May 15 states that the current AI-driven price surge across the entire industry chain is reshaping the value distribution in the semiconductor sector. The report suggests that upstream segments with core barriers will benefit the most, recommending attention to major memory companies and advanced process foundries. Additionally, it highlights the importance of focusing on core material segments with expanding supply-demand gaps and equipment manufacturers accelerating domestic substitution. Lastly, it advises prioritizing leading cloud providers with premium computing power capabilities. The inflation in the AI industry chain has spread from upstream core hardware to the entire midstream and downstream industry chain, forming a systemic cost transmission. The evolution of AI Agents from 'chatting' to 'acting' is expected to initiate the next round of industry chain inflation cycle. The implementation of Agents is projected to exponentially increase Token consumption (growing over 300 times from 2024 to 2025), with the backend computation triggered by a single user command being several times higher than ordinary chatting. This task-oriented continuous invocation will significantly increase inference load, leading to an exponential growth in demand for AI accelerators for HBM. However, the expansion of HBM capacity is constrained by the 'one-to-three' wafer consumption and low yield bottlenecks, with supply release expected only by 2027-2028. The supply-demand contradiction is anticipated to intensify, likely triggering a new round of resource competition and price increases across the entire industry chain.

Polish lawmakers have passed a cryptocurrency bill to implement the European Union's Markets in Crypto-Assets Regulation (MiCA). According to NS3.AI, this move comes as prosecutors estimate Zondacrypto user losses to exceed 350 million zlotys ($95.93 million). The legislation, which Poland is required to approve by July, follows a period of financial turmoil for Zondacrypto users who faced difficulties in withdrawing their funds. The bill's adoption occurred after President Karol Nawrocki vetoed two previous versions due to concerns over regulatory burdens and penalties.

PANews posted on X (formerly Twitter). The CLARITY Act has successfully passed through a Senate committee, marking a significant step in regulatory clarity for digital assets. Meanwhile, major Wall Street firms such as BlackRock and JPMorgan are rapidly advancing their tokenized financial products. This week, the total market value of Real World Assets (RWA) on the blockchain reached $31.4 billion, with the number of holders increasing by 6.75%. However, the market value of stablecoins experienced a slight decline, and monthly transfer volumes dropped by over 30%, indicating a notable decrease in demand for large-scale settlements.

PeckShieldAlert posted on X that THORChain's native token, RUNE, has experienced a significant drop of 11%. The decline in value has raised concerns among investors and market analysts, prompting discussions about the potential causes and implications for the cryptocurrency market. The sudden decrease in RUNE's value highlights the volatility often associated with digital currencies and the need for investors to stay informed about market trends and developments.

Ant International is focusing on small and medium-sized enterprises (SMEs) in the cross-border payments sector. According to NS3.AI, Juniper Research forecasts that global business-to-business (B2B) transaction volumes will surpass $111 trillion by 2027. Clara Shi highlighted that WorldFirst, a part of Ant International, currently serves 1.6 million SMEs. The company utilizes single-onboarding, multi-currency accounts, and tokenized real-time settlement rails to facilitate cross-border trade.

Regulators are currently navigating a decision between bearer-style stablecoins and bank-issued tokenized deposits as the stablecoin market hits $323.4 billion. According to NS3.AI, the European Union's E-Money Token rules and the U.S. GENIUS Act are emerging as frameworks that emphasize strict reserves, insolvency protection, and compliance, aiming to facilitate institutional adoption.

Binance announced on X that its app has undergone a comprehensive upgrade, offering users enhanced customization options for a more personalized experience. The latest update allows users to tailor the app's interface with simple gestures, aiming to improve navigation and accessibility. The new features include a long-press function on the bottom navigation bar, enabling users to customize the home page layout according to their preferences. This update is designed to provide a seamless and intuitive user experience, allowing for quick access to frequently used features and tools. Additionally, users can now swipe right to directly access the user center, where they can manage activity rewards efficiently. This feature aims to streamline the process of tracking and claiming rewards, enhancing user engagement with the platform. Moreover, the update introduces a left-swipe function that takes users directly to the Binance chat room. This feature facilitates easy communication and interaction within the Binance community, promoting a more connected and interactive environment for users. By upgrading to the latest version of the app, users can enjoy a smoother and more efficient experience, reflecting Binance's commitment to continuous improvement and user satisfaction.

WTI crude oil prices have surpassed $105 per barrel, marking the highest level since May 5, according to Odaily. The price increased by 2.92% during the day. Meanwhile, Brent crude oil is currently up by 2.47%, trading at $106.44 per barrel.

OpenAIは、ChatGPT向けに大規模な新たな安全機能のアップグレードを導入しました。これにより、チャットボットは会話の全体的な文脈を分析することで、精神的苦痛の兆候、自傷行為のリスク、および危険な行動を検知できるようになりました

コインワンは、OKXおよび韓国投資証券と、それぞれ約20％規模の戦略的出資の可能性について協議中だが、現時点では合意には至っていない。

Cerebrasを理解する：計算能力がAIの思考を生み出し、記憶がエージェントの行動を可能にする

OpenAIは、ChatGPTのSiriへの統合が、同社が期待していたユーザー数の増加や有料会員数の拡大につながらなかったことを受け、Appleに対して法的措置を講じることを検討している。AppleがGoogle GeminiやAnthropic Claudeといった競合AIモデルへの対応を拡大するにつれ、両社の提携関係はますますぎくしゃくしたものとなっている。

JPEGは高速なソリューションではあるが、それは当時存在しなかった問題を解決したものだった。

欧州連合（EU）の当局者たちは、中国で行われるドナルド・トランプ氏と習近平氏との重大な会談を、ますます強い懸念を抱きながら注視している。貿易、技術、重要資源をめぐる米中間の新たな戦略的合意の「巻き添え被害」を欧州が被るのではないかと恐れているからだ。

米国株をオンラインで購入する方法を解説：プラットフォーム、KYC、操作手順、および注意事項。

スペースXは、6月に予定されているロードショーに先立ち、IPO目論見書の公表準備を進めており、同社は史上最大規模となる可能性のある株式上場を目指している。

AIの究極の形は、より賢いツールではなく、自ら技術ツリーを進化させることができる種である。

CLARITY法案、規制、ステーブルコイン、SEC、CFTC――暗号資産業界が10年間待ち望んだその法案は、署名まであと一歩のところまで来ている。金色財経によると、暗号資産業界の「法執行・規制」の時代は、7月4日に幕を開けるかもしれない。