Nscale is pursuing a $35 billion IPO as setbacks at its flagship West Virginia computing campus raise execution and financing risks. According to Sina Finance, the 2-gigawatt first phase of the Monarch computing campus is set to use 864 gas engines, after the project shifted away from its original hydrogen-powered plan. The 2,250-acre site is planned for up to 8 gigawatts, but has faced construction problems, local opposition and regulatory scrutiny, including stop-work orders and 10 violation notices related to stormwater controls. Anthropic has signed a $45 billion order for computing capacity at Nscale’s first West Virginia data center, accounting for more than 40% of the company’s $103 billion in contracted future revenue. Nscale disclosed in its IPO filing that funding for the facility has not been secured; Anthropic can terminate the agreement if financing is not obtained by the deadline. An Ernst & Young report commissioned by Nscale estimated that the campus’s first phase, including three data centers and 2 gigawatts of gas power, would cost $69.2 billion. A draft permit would allow the engines to emit 271 tons of formaldehyde annually at full capacity, while the facilities are expected to release 10 million tons of greenhouse gases each year. Nscale says the campus will operate at an average of about 55% of its permitted capacity and that its emissions controls can reduce actual emissions below federal standards. The project still requires a final state air permit and approval to fill wetlands and streams for additional data centers. Microsoft withdrew from a computing-capacity lease for a planned data center in Essex this month because the site is not expected to have power until the 2030s, increasing the importance of the West Virginia project to Nscale. The company reported revenue of $141 million and a net loss of $1 billion in the first half of 2026. Three people familiar with its financing plans said its IPO valuation target remains $35 billion, though one said a recent sell-off in the sector could reset valuations across the industry.

According to Jin10, OpenAI core product and platform lead Thibault Sottiaux announced that ChatGPT account switching is now available on the web, iOS and Android, with a desktop rollout planned soon. Sottiaux also previewed reset cards for each of the next two days. OpenAI's release notes say users can sign in to up to two accounts at once and switch between them without logging out, although only one account can be active at a time.

USDC’s circulating supply fell by about 800 million over the seven days through October 29, while total circulation stood at 70 billion. According to Odaily, Circle issued about 10.9 billion USDC and redeemed about 11.7 billion during the period. Reserves totaled about $71.4 billion, including $32.9 billion in overnight reverse Treasury repurchase agreements, $27.5 billion in Treasury securities with maturities under three months, $10.4 billion in deposits at systemically important institutions, and $600 million in deposits at other banks.

Stonk said its StonkFun website has been restored after it was taken offline following a domain attack and moved to new infrastructure. According to Odaily, on-chain functions are operating normally, and no users have so far been found to be affected. DNS changes may take up to an hour to sync on some networks, so Stonk advised users to wait an hour before connecting wallets through the website.

According to CNBC, President Donald Trump criticized ExxonMobil and Chevron in August, saying they were making too much money amid a shortage as profits climbed after the U.S.-Israeli war with Iran. Shell, BP, TotalEnergies and Exxon reported sharply higher refining margins this week. Chevron said Friday that its downstream earnings more than quadrupled from a year earlier to $4.9 billion, citing higher margins on refined-product sales.

PEARL’s price fell more than 35% over 10 days, alongside a decline in network hashrate and per-card mining revenue. According to PANews, the lag between price movements and network difficulty adjustments has squeezed miners’ returns, with newer entrants more likely to lose money. Home miners who have already paid for hardware may remain profitable if they only cover electricity costs, while some large-scale mining operations are shifting to AI services after weighing the opportunity cost. Short-term cloud-computing renters have been the first to exit, while miners with longer-term contracts are staying. More than 90% of the network’s hashrate is not performing actual AI computations, and daily token issuance adds potential selling pressure; early tokens without lockups and a mining pool controlling nearly half the hashrate are also cited as risks. PEARL’s future depends on whether it can attract real demand for AI inference.

StonkBrokers founder SimpleFarmer said on X that a security alert about a StepDrainer frontend attack on the company was a false positive; the flagged malicious domain was not the official website, StonkBrokers.io. According to Odaily, Blockaid removed StonkBrokers from its list of affected sites and deleted its warning post. The team also took the malicious domain offline.

일론 머스크, 자오창펑, 바이낸스; 머스크, 바이낸스를 은근히 비판하는 듯; 바이낸스 해킹 사건에 트럼프 경각심 표해; 인텔 주가 폭락; 전 인텔 엔지니어, 관련 기사 게시; 진세 파이낸스: 지난 24시간 동안 X 분야의 주요 오피니언 리더들은 어떤 이야기를 나눴을까?

진세 파이낸스는 암호화폐 및 블록체인 산업에 대한 최신 소식을 가장 빠르게 제공하는 일일 뉴스 게시판 "진세 오전 8시 뉴스(Jinse at 8 AM)" 3228호를 발행했습니다.

앤트로픽(Anthropic)이 기업공개(IPO)를 신청했으며, 예상 기업 가치는 1조 5천억 달러에서 2조 달러에 달합니다.招股说明书(招股说明书)에 제시된 매출과 총마진을 고려할 때, 이러한 대규모 모델 기업은 과연 유망한 사업일까요?

SlowMist 보안팀, 78만 3천 달러 상당의 ZKLink 데이터 유출 사건 요약: Arbitrator의 임의적인 외부 호출이 정리되지 않은 임시 저장소에 중첩되어 공격자가 여러 취약점을 악용할 수 있도록 허용함.

진세 파이낸스가 AI, DeFi, DAO, NFT 및 메타버스에 대한 최신 소식을 가장 빠르게 제공하는 "진세 웹3.0 데일리"를 출시했습니다.

오라클 부채 100만 달러에 대한 5년 만기 채무 불이행 보험 가입 비용은 연간 3만 1,500달러인 반면, 코어위브(CoreWeave)는 11만 4,500달러입니다. AI 관련 기업의 신용 위험에 대한 경고음이 울리고 있습니다.

상하이 종합지수는 3600포인트 아래로 떨어졌고, 차이넥스트 지수는 6월 고점 대비 45% 하락했습니다. 밸류에이션, 투자심리, 자본흐름, 정책 등 여러 지표들이 A주 시장이 일시적인 바닥에 근접하고 있음을 시사하지만, 바닥 형성 과정에는 여전히 시간이 걸릴 것으로 보입니다.

a16z의 두 창업자는 이번 선거 기간 동안 친인공지능 정치인들을 지원하기 위해 9200만 달러를 기부했으며, 정치 기부금을 이용해 자신들의 수조 달러에 달하는 자산을 보호했습니다.

Personal Agent缺的不是模型能力，而是主权归属、上下文控制和让各方愿意付费的商业闭环。

EIP-7702 승인으로 핫월렛이 비워지면서 약 30억 위안이 동결되었고, 이로 인해 약 10억 위안의 순손실이 발생했습니다. 관건은 SAFU가 이 손실을 만회하고 신뢰를 회복할 수 있을지 여부입니다.