Binance announced on X that Arthur Hayes will join the lineup for Binance Blockchain Week in Bangkok on Nov 28–29.

According to Jin10, the International Atomic Energy Agency said it could not conclude that nuclear material in Iran’s peaceful nuclear activities had not been diverted.

SoftBank has recorded a $3.7 billion impairment on power equipment for U.S. data centers after its bet on small gas turbines failed. According to Sina Finance, the Japanese group had ordered more than 13 gigawatts of generation capacity, enough to supply 11 million homes, including many small turbines that are faster to deliver but more expensive and less fuel-efficient than larger models. The impairment, mainly covering the small turbines, followed founder Masayoshi Son’s misjudgment of the timing of the purchases and directly contributed to an unexpected $7 billion third-quarter loss, people familiar with the matter said. Analysts estimated that the impaired turbines could represent more than 3 gigawatts of capacity, based on equipment costs and the $2.9 billion in prepayments SoftBank wrote off. AI companies have used gas turbines to provide independent power for data centers in recent years. Early orders tended to be smaller, less efficient units for backup or supplemental power; the industry now needs larger, more efficient turbines as primary power sources to meet rising AI computing demand. People close to SoftBank said retaining the equipment under the contracts would cost more over the long term than recording the impairment. SoftBank said the Ports-Pike power plant project remains on schedule and is unrelated to the write-off. SoftBank is developing the plant, which is owned by an entity supported by the U.S. and Japanese governments. It is planned to supply a SoftBank data center that OpenAI has leased for 20 years. The project is financed under a $550 billion U.S.-Japan trade agreement. British media reported in March that SoftBank placed an order worth nearly $10 billion with GE Vernova for hundreds of gas turbines. People familiar with the matter said some of the turbines were intended for the Ports-Pike plant in Ohio, while others were ordered in anticipation of demand from future data centers and possible use in projects not yet identified. SoftBank’s stock has fallen nearly 60% from its June peak amid investor concerns that technology companies’ heavy AI infrastructure spending may not match future demand. Mitsubishi Heavy Industries, one of the world’s three largest gas turbine makers, said cooling enthusiasm for AI could hurt manufacturers of small turbines, while projects led by utilities and using efficient equipment could continue. SoftBank said equipment specifications are evolving and energy supplies are becoming more diversified, while delivery times and equipment and installation costs for current models have improved significantly. It added that stronger-than-expected data center demand and improved earnings in other businesses would more than offset the cost of adjusting its earlier orders. In its results released Tuesday, SoftBank wrote down $2.9 billion of $9.5 billion in total prepayments for power equipment. Another $900 million in losses came from contract changes and settlement payments, bringing the impairment to $3.7 billion. The company said it may recover part of the loss through potential refunds of $2.1 billion.

According to ChainCatcher, Artificial Analysis’ Intelligence Index v5 gives Tencent Hunyuan Hy4 a score of 35, ahead of DeepSeek V4.1 Flash 1017 (max) at about 33. The independent AI analysis firm said the index adds two benchmarks and upgrades three, with 60% of its assessment based on private test sets or withheld answers. Previously provided leaderboard data showed Claude Opus 5.5 (max) in first place with 58 points, followed by GPT-6 Astra (max) with 57 and GPT-6.1 Sol (max) with 55.

만능 자산이란 존재하지 않습니다. 자산은 단지 각기 다른 역할을 할 뿐입니다. 미국 국채는 임금과 같고, 금은 보험과 같으며, 비트코인은 옵션과 같습니다.

젠슨 황의 사임 이후 엔비디아는 처음으로 회장직을 맡게 되었습니다. 최고재무책임자(CFO)인 크레스가 임시로 회장직을 맡았고, 하비 존스가 이사회 의장을 역임했습니다. 회사는 창업자의 가죽 재킷을 벗어던지고 있습니다.

블룸버그는 젠슨 황 CEO의 사임 직전 몇 시간을 재구성했습니다. 그는 정신적으로 무너져 내렸고, "나는 나쁜 사람이다"라고 자책했으며, 이사회는 밤을 새워 긴급 회의를 열어 그의 사임을 요청하기로 결정했습니다.

글로벌 로봇 경쟁에서 중국은 어떤 위치에 있을까요? 중국의 경쟁 우위는 무엇일까요? 더 중요한 것은, 아직 발굴되지 않은 투자 기회는 어디에 있을까요?

앤트로픽의 수십억 달러 규모 IPO 투자, 피겨 AI의 추가 10억 달러 투자, 엔스케일의 50억 달러 이상 신용 보증 등 여러 건의 거래가 불확실한 상태입니다. 한편, 5천억 달러 규모의 AI 투자 플랫폼은 난항을 겪고 있으며, 일부 고객은 AMD나 구글로의 전환을 고려하고 있는 것으로 알려졌습니다.

우리는 탈중앙화를 지향하지만, 결국 현실로 돌아와야 합니다. 규제와 정책이 암호화폐 산업을 거의 지배해 왔습니다. 용을 물리치려던 자가 결국 용이 되는 것처럼 말입니다. 이것이 바로 비즈니스의 영원한 순환입니다.

젠슨 황의 사임은 이민자들 사이에서도 파장을 일으켰다. 트럼프 대통령의 점점 더 엄격해지는 비자 정책에 맞서, 황은 기술 업계의 외국인 직원들을 공개적으로 지지하는 몇 안 되는 지도자 중 한 명이었기 때문이다.

구글은 제미니 4 수소 로켓을 공식 공개하면서 동시에 다중 모드 지능형 스케줄링 시스템인 오케스트레이터를 출시했습니다.

도이치뱅크는 유럽 전역의 기업 및 기관 고객을 대상으로 암호화폐 수탁 서비스를 공식 출시하며, 5년 이상 개발해 온 디지털 자산 프로젝트를 상용화했습니다.

젠슨 황의 퇴임 여파가 엔비디아를 넘어 미국 증시의 AI 산업 전반으로 확산되고 있다.