Intel's CEO has announced that the ongoing memory shortage is anticipated to continue until 2028. According to NS3.AI, the increasing costs of storage have led to a slowdown in the demand for PC replacements. Furthermore, Japan's PC shipments are experiencing impacts due to these market limitations.

OpenAI's annual revenue has exceeded $25 billion as of the end of last month. According to Jin10, this significant financial milestone highlights the company's rapid growth and increasing influence in the technology sector. OpenAI's advancements in artificial intelligence and machine learning have positioned it as a leader in the industry, driving substantial revenue growth. The company's success reflects the growing demand for AI solutions across various sectors, underscoring its pivotal role in shaping the future of technology.

Thailand's Ministry of Commerce has projected that the country's inflation rate for March will be influenced by ongoing conflicts in the Middle East. According to Jin10, the ministry highlighted concerns over potential disruptions in oil supply and rising energy prices, which could impact the cost of goods and services in Thailand. The situation is being closely monitored as authorities assess the broader economic implications. The ministry emphasized the importance of maintaining stability in the face of external pressures, while also considering measures to mitigate potential inflationary effects.

The Federation of Automobile Dealers Associations (FADA) in India has observed a shift in the market dynamics over the next three months. According to Jin10, the market appears to be transitioning from a phase of strong rebound to a more stable growth trajectory. This change indicates a potential stabilization in the automotive sector, reflecting broader economic trends.

Bitcoin mining company IREN has acquired an additional 50,000 NVIDIA B300 GPUs, bringing its total GPU count to 150,000. According to Foresight News, IREN has also established a market-based equity financing plan to enhance its existing and new financing channels.

U.S. technology leaders have agreed to a White House initiative aimed at managing the power expenses of their artificial intelligence data centers, a move the Trump administration believes will prevent increased utility bills for consumers. According to Cointelegraph, the non-binding 'Ratepayer Protection Pledge' was signed by major companies including Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI. The agreement, made on Wednesday, commits these firms to 'build, bring, or buy' the necessary energy for constructing and operating data centers without transferring costs to consumers. U.S. President Donald Trump emphasized the importance of this pledge during a roundtable discussion with government officials and representatives from the tech industry. He noted that public perception often associates data centers with rising electricity prices, a notion he assured would not materialize. Trump stated, 'People think that if a data center goes in, their electricity prices are going to go up, and that's not happening. It's not going to happen — and for the areas where it did happen, it won't happen anymore.' The proliferation of data centers across the United States is driven by the surge in AI technology, which demands substantial power, sometimes exceeding available capacity in certain regions, as highlighted by a Harvard Kennedy School report from February. The report projected that data centers could account for up to 12% of the nation's electricity consumption by 2028. Meanwhile, data from the U.S. Energy Information Administration indicates that residential energy prices rose by 6% in 2025, with expectations of continued increases through 2027 and 2028. The pledge was announced by Trump during his State of the Union address, coinciding with the upcoming midterm elections in November, where voters are increasingly concerned about cost-of-living issues and the impact of AI data centers on the energy grid. Trump remarked that some data center projects were previously rejected by communities due to concerns over energy costs, but he believes the pledge will reverse this trend. The agreement ensures that companies will finance all new power infrastructure needed for their data centers and will pay the rates for the infrastructure and power brought online, regardless of usage. Additionally, the companies committed to hiring locally, offering skill development programs, and making their backup generators available to the grid to prevent power shortages. However, the mechanisms for holding Big Tech accountable to these commitments remain unclear, as the White House has not disclosed how it will enforce compliance with the pledge.

美国加密货币交易所Kraken已从堪萨斯城联邦储备银行获得有限用途主账户，使其银行部门能够直接接入美联储核心支付基础设施，这标志着数字资产行业实现了开创性突破。

美国总统特朗普于白宫圆桌会议上宣布，Amazon、Google、Meta、Microsoft、OpenAI、Oracle 及 xAI 已签署一项名为“费率纳税人保护承诺”的非约束性协议，承诺将自行“建设、引进或购买”数据中心所需电力，不将成本转嫁给消费者。特朗普表示，数据中心“需要一些公关帮助”，民众担心数据中心建设会推高电价，但他称这种情况不会发生。此前 Harvard Kennedy School 于 2 月发布的报告指出，AI 数据中心的电力需求在部分地区已超出现有供应能力，预计到 2028 年数据中心电力消耗可能占全美用电量的 12%。美国能源信息署数据显示，2025 年居民电价上涨 6%，预计将持续上升至 2027 年和 2028 年。该承诺要求企业支付数据中心所需的全部新增电力基础设施费用，无论是否使用均须支付相关费率，并承诺本地招聘、提供技能培训及向电网开放备用发电机。该承诺在 11 月中期选举前公布，目前尚不清楚白宫将如何确保企业履行承诺。

3 月 5 日，Sahara AI 正式官宣 2026 战略路线。基于投资智能体 Sorin 与基于 OpenClaw 的本地部署工具 ClawApp，Sahara AI 正推动 AI 从对话向自主执行的范式跃迁。其底层架构将全面引入 Agent 长效记忆、多 Agent 协作网络与协议层自动结算，打通链上价值流转闭环。目前 Sahara AI 已服务 Microsoft、Amazon 及 MIT 等 40 余家顶尖机构业并实现数千万美元营收。2026 年将致力让 AI 从助手进化为自主生产力，在升级生活体验的同时打造公平开放的去中心化 Agentic Economy。

NERO Chain 已与安全技术解决方案提供商 Taisys 完成战略合作伙伴协议，共同推进下一代钱包认证和用户访问服务。该协议于 3 月 3 日在西班牙巴塞罗那世界移动通信大会（Mobile World Congress） 上正式签署。此次合作旨在将企业级安全标准与 Web3 原生基础设施相结合，提升用户在链上服务中的安全性和使用体验。通过整合 NERO Chain 的账户抽象能力和执行框架，以及 Taisys 在安全认证和用户访问管理方面的技术专长，双方希望为用户提供更加直观、安全、易用的数字钱包解决方案。

遭地址投毒攻击损失约 2400 万美元 aEthUSDC 的用户@sillytuna 表示，盗窃过程涉及暴力、武器、绑架及强奸威胁，其称自己遭到殴打并被威胁砍断手脚。据派盾监测，攻击手段为地址投毒，@sillytuna 相关钱包损失约 2400 万美元 aEthUSDC。约 2000 万枚 DAI 目前存放在攻击者控制的两个中转钱包中，尚未混币，攻击者已开始将小额资金桥接至 Arbitrum。@sillytuna 已发起悬赏，将追回资金的 10%作为赏金。此前消息：Soulcast 联合创始人地址遭投毒攻击损失约 2400 万美元 aEthUSDC

实用主义转型：为什么2026年是加密货币变得“隐形”的一年。

金融机构唯有从治理、标准、技术、合规等多维度系统布局，才能将AI的潜力转化为可持续的竞争优势，而非不可控的风险源。

美国政府支出规模庞大，已成为经济增长和通胀的主要驱动因素，超越货币政策或私人部门借贷的影响。

金色财经推出加密货币和区块链行业早报《金色早8点》2986期，为您提供最新、最快的数字货币和区块链行业新闻。

当某种资产类别规模足够大、足够受欢迎时，支撑其发展的并非仅仅是账面记录策略，其背后的根本动力始终是信任。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

同质化的行业终究是脆弱的，能长出不同物种，市场才算真正活着。

过年期间，一个关于“Web 4.0”概念的讨论在推特上掀起了热潮。

战争只能告诉你真相，四条「规则」才可以让你把握机会，尤其是第四条。