Nvidia CEO Jensen Huang and his wife's trust donated a total of 438,000 company shares on September 17. According to Sina Finance, SEC filings released on September 18 showed that 292,000 shares went to the Huang family foundation and 146,000 shares went to a donor-advised fund. Nvidia shares rose 1.34% on September 18 to $222.27, giving the company a market value of $5.4 trillion. According to Sina Finance, the donated shares were worth about $97.35 million based on that price. The filings also showed that about 160,200 Nvidia shares held by five executives, including Huang, were withheld by the company on September 16 at $212.17 per share to cover taxes. According to Sina Finance, Huang was involved in 45,728 shares, worth about $9.7 million. The other four executives were Chief Financial Officer Colette Kress, General Counsel Timothy S. Teter, Executive Vice President of Operations Debora Shoquist, and Chief Accounting Officer Scott Gawel. Kress also separately sold 34,918 Nvidia shares on September 17 at prices between $217.42 and $219.865 per share, for proceeds of about $7.65 million, under a 10b5-1 trading plan set on June 16 this year.

Fetch.ai's Ethereum contract is under a continuing attack, according to Blockaid monitoring. According to Foresight News, the losses are about $2.01 million, including about $1.56 million in FET stolen from the token conversion contract and about $452,000 in NTX maliciously minted. Blockaid said the attacker used a valid conversion authorization signature in the conversionIn function of TokenConversionManagerV3 to drain the remaining FET held by the converter. The same wallet later minted a large amount of NTX from the NuNet deployer account.

SemiAnalysis expects revenue to exceed $100 million this year and has about 100 employees. According to ChainCatcher, the semiconductor and AI infrastructure research firm was founded by Dylan Patel in 2020 as a WordPress blog and reached seven-figure revenue in 2023. Subscription income accounts for less than 5% of total revenue, with most of the business coming from data models, its Core Research institutional research product, and consulting. The company now has 12 models covering networking, fab equipment, foundry, energy, and other areas, supported by about 50 analysts. Its clients include most major global technology companies, and its readers reportedly include Nvidia CEO Jensen Huang, AMD CEO Lisa Su, Meta CEO Mark Zuckerberg, Microsoft CEO Satya Nadella, and OpenAI CEO Sam Altman. SemiAnalysis said its CoWoS and HBM supply chain model had predicted Nvidia would ship 400,000 H100 chips per quarter, and OpenAI used its InferenceX as a third-party benchmark when unveiling its in-house chip Jalapeño at Hot Chips. Patel recently raised $500 million for SemiAnalysis Capital Fund I to invest in early-stage startups. The company also plans to expand into the energy sector, with analysts expected to work directly with grid and utility-related counterparties.

Australian Prime Minister Anthony Albanese said middle powers have an important role in reducing the risks posed by artificial intelligence, according to Bloomberg. He also called for cooperation between the US and China.

Taiyuan Chengming Technology Co. sent a letter to Beijing Zhipu Huazhang Technology Co. over allegations that its ZCode client uploaded company data assets and trade secrets without authorization. According to PANews, Chengming Technology said it has reserved the right to pursue legal liability. Chengming Technology said Zhipu publicly apologized for the issue involving ZCode silently uploading users' local repository data and said it had fixed the problem, but its own evidence showed the uploads were automatically triggered and occurred in batches. It said the data went beyond code snippets and included complete source code, system architecture, version control history, database passwords, cloud service credentials, and employee personal information, exceeding the scope described in Zhipu's privacy policy. The company also said it detected upload activity in the early hours of the day Zhipu issued its public apology, even after the client was updated to version 3.12.3 on September 16, and questioned whether the fix was effective. It further said ZCode's network requests pointed to a Singapore entity, while the service agreement was signed by Beijing Zhipu Huazhang, and asked Zhipu to explain the responsible party and whether the data was transferred overseas or stored outside China. Chengming Technology asked Zhipu to respond in writing by October 10 and to stop processing and delete all uploaded data and related derivative data, caches, and backups; provide a full processing list; explain where the data went, whether it was shared with third parties, used for model training, or transferred across borders; disclose how encryption keys were stored and provide complete logs of access, downloads, and exports; clarify the scope of its earlier statement about destruction; issue proof of deletion; promise not to upload data without authorization again; provide access, copying, and explanation rights for personal information; designate an official contact channel; explain the responsible entity and cross-border data transfer status; and provide the text of its published remediation statement. Zhipu had not publicly responded to the letter at the time of reporting.

홍콩과 중국 본토의 인공지능 결제 규정 준수 경로 비교: 자율 규약과 규제 샌드박스의 상호 보완적 논리.

MultiversX said it confirmed an attacker attempted to exploit an atomicity issue at the mainnet virtual machine layer, causing invalid on-chain state changes. According to ChainCatcher, the network has been paused to prevent further impact. The engineering team has prepared a fix and is testing it in a shadow fork environment. If testing succeeds, the team will coordinate with validators, exchanges, and infrastructure partners to deploy the fix to mainnet. The team is also evaluating a targeted recovery plan designed to preserve finalized transaction history and legitimate user balances while only addressing invalid changes tied to the incident. Users were told to take no action and wait for notice that normal operations have resumed. The project also advised users not to submit or rebroadcast transactions, and not to deposit or withdraw EGLD or ESDT through exchanges or cross-chain bridges.

Polymarket has officially launched perpetual futures trading and opened it to all users. According to Foresight News, Polymarket Vice President of Engineering Josh Stevens announced the rollout in a post on X.

SEC가 시장이 오랫동안 기대해 온 ‘혁신 면제 명령’을 발표하며, 토큰화된 주식의 2차 시장 거래에 길을 열었다. 일부 조항은 향후 미세 조정이 필요하겠지만, 이는 진지한 정책 수립이자 실행 가능한 온체인 자본 시장을 향한 중요한 한 걸음이다.

Samsung Electronics hired former Ministry of Economy and Finance foreign exchange policy chief Lee Hee-keun last month as an executive on its IR team. According to ChainCatcher, Lee previously held posts including foreign exchange policy chief and capital markets policy chief and was involved in South Korea’s inclusion in the World Government Bond Index in April, where he received special recognition. SK Hynix hired former Ministry of Economy and Finance strategic economy chief Jung Yeo-jin last month as a vice president under its communications division. According to ChainCatcher, Jung previously served in roles including climate and environment budget chief, secretary to the deputy prime minister for economy, foreign exchange policy chief, and foreign exchange funds chief. The two companies are also advancing U.S. manufacturing investments. Samsung Electronics plans to invest $37 billion to build a foundry plant in Taylor, Texas, while SK Hynix plans to invest $4 billion to build an advanced packaging plant in Indiana.

예측, 폴리마켓, 한 달 만에 임원 4명을 대거 영입… 대대적인 인사 개편을 단행한 폴리마켓, 무엇을 우려하고 있을까? 골든파이낸스, 월드컵이 끝난 후 폴리마켓의 월간 활성 사용자 수가 절반으로 줄었다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 8시》 3187호를 발행하여, 가장 최신의 디지털 화폐 및 블록체인 업계 뉴스를 신속히 전해드립니다.

UBS는 인공지능(AI) 자본 지출 전망치를 대폭 상향 조정했는데, 메모리 비용의 급격한 상승이 이번 지출 확대의 핵심 요인으로 작용하고 있으며, 그 영향으로 AI 투자 주기의 구조와 경제적 논리가 근본적으로 변화하고 있다.

이더리움은 이미 토큰화된 금융의 결제 계층이 되었을지도 모릅니다. 하지만 전 세계 금융 시장을 진정으로 뒷받침하기 위해서는 여전히 해결해야 할 핵심 과제가 하나 남아 있습니다. 바로 ‘속도’입니다.

인공지능, 기술, 중국의 신에너지 자동차 기업들은 모두 AI 기업이 되고 싶어 한다. ‘황금재경’에 따르면, 이들은 지난 10년 동안 모은 모든 자산을 다음 판에 걸었다.

OpenAI는 더 높은 기업 가치를 바탕으로 새로운 자금 조달을 추진하는 한편, 향후 5년간 자유 현금 흐름이 심각한 적자를 기록할 것이라고 밝혔으며, 장기적인 자금 압박이 만만치 않을 것으로 보인다.

로빈후드, 코인베이스, 서클, 코인베이스, 로빈후드, 서클이 잇달아 시장에 진출했다——토큰화된 자산의 다음 전투는 왜 ‘배분’인가? 골든파이낸스, 3대 발행사에도 여전히 배분 문제가 남아 있다.

인공지능 업계의 규제 논란은 정책 차원에서 법적 분쟁으로 번지고 있다.