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中芯国际赵海军:中国互联网公司硬件投资超预期,算力及配套芯片供不应求

火星财经消息 8月14日,中芯国际联合CEO赵海军在业绩会上表示,中国互联网公司大幅提高硬件投资在公司此前预测之外,能够明显感受到客户在跟公司谈以后的合作时,后续下线量都远远超过原来的预期。直接相关的需求,以及数据中心的电路板跟算力板相关的配套芯片,比如逻辑电路、BCD、光模块发送接收,都供不应求。(广角观察)
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07-08 13:57Important

StarkWare CEO proposes a 4% annual inflation rate for Bitcoin instead of the 21 million coin cap.

PANews reported on July 8th that, according to Cointelegraph, StarkWare CEO Eli Ben-Sasson posted on the X platform proposing to replace the current hard cap of 21 million Bitcoins with a 4% annual issuance rate. He believes the current hard cap is "unreasonable" because private keys will be lost over time, "and when time approaches infinity, all private keys will be lost." Ledger estimates that approximately 4 million Bitcoins have already been permanently lost. Ben-Sasson stated that a 4% annual issuance rate roughly matches the global population growth rate. This proposal has sparked strong opposition from the community. Opponents argue that the fixed cap is the core value of Bitcoin, and that Bitcoin can be divided into 2.1 quadrillion satoshis, which is sufficient to address the issue of declining available supply.

07-07 21:23

Li Bojie responded to the Metagent investment dispute, stating that ABCDE Capital only received $500,000.

On July 7th, PANews reported that Li Bojie, co-founder and former CTO of Metagent, responded to accusations from Du Jun, a partner at ABCDE Capital. Li stated that of the $1.5 million stipulated in the investment agreement, only $500,000 had been received, with the remaining $1 million unpaid. However, the cap table still calculated ABCDE's equity based on $1.5 million. Li Bojie stated that due to the prolonged delay in funding, he and his co-founders voluntarily took pay cuts, hindering the company's recruitment and R&D. He resigned in October 2024 due to family reasons and Web3 compliance issues in mainland China. Before leaving, he disclosed the cap table and business progress as required, and stated that subsequent entrepreneurial projects avoided areas related to non-compete clauses, such as Web3, AI infrastructure, and image generation.

07-07 18:44

KAST's terms of service have sparked controversy, with the CEO questioning user asset ownership.

PANews reported on July 7th that Mike Silagadze, founder and CEO of ether.fi, published an article questioning the terms of service of KAST, a stablecoin payment and crypto card platform. The terms explicitly state that when users transfer cryptocurrency or stablecoins to KAST, it is considered a sale of the relevant virtual assets to KAST, and users no longer retain ownership of the assets; the records displayed in the app are only denominated in USD and do not constitute account balances, deposits, or stored value. Furthermore, KAST emphasizes that it is not a bank, and user funds are not protected by deposit insurance. Since both KAST and ether.fi Cash offer stablecoin payment and crypto card services, they are direct competitors.

07-07 16:58

Strive ASST CEO: The company will not be forced to sell any BTC.

According to Odaily Odaily, Strive ASST CEO Matt Cole stated that Bitcoin could fall to $0.01 and remain there for 18 months, and the company could also do nothing; the company would not be forced to sell any BTC; there is no price that would lead to the company's liquidation.

07-06 20:41

AVAX One Technology CEO Jolie Kahn has resigned, and COO Pete Wylie has taken over as interim CEO.

According to Foresight News , SEC filings show that Jolie Kahn, CEO of Bitcoin mining and AVAX treasury company AVAX One Technology (NASDAQ: AVX), officially resigned on July 3. Chief Operating Officer Pete Wylie has been appointed interim CEO while continuing to serve as COO. The board has commissioned global executive search firm ZRG Partners to begin the selection process for a permanent CEO. Under the severance agreement, Kahn will receive $160,000 in cash compensation, medical insurance reimbursement, and $250,000 worth of unregistered common stock. AVAX One's business encompasses AI and high-performance computing data center construction, Bitcoin mining (currently with a hashrate of approximately 300 PH/s), and Avalanche treasury management.

07-06 16:37

The narrative of AI "stealing jobs" is cooling down, and tech giant CEOs are collectively turning optimistic.

According to BlockBeats, on July 6th, executives from several tech companies recently adjusted their statements regarding the impact of AI on employment, shifting from emphasizing that "AI will massively replace jobs" to believing that AI is more about improving productivity and creating new jobs. OpenAI CEO Sam Altman stated that the industry previously underestimated the role of humans in AI systems; Anthropic CEO Dario Amodei said that AI could either drive layoffs or help companies accomplish more without increasing staff, the outcome depending on management decisions. A recent survey by EY-Parthenon shows that the proportion of executives who believe AI investment will lead to large-scale layoffs has decreased from 46% in January 2025 to 20% in May 2026. A joint study by Ramp and Revelio Labs shows that companies investing heavily in AI are experiencing approximately 10% higher employee growth rates than their counterparts that haven't invested in AI. Despite Meta CEO Mark Zuckerberg and Amazon CEO Andy Jassy both stating that AI has the potential to create more jobs, both companies have continued to streamline their organizations this year, raising questions about the corporate AI narrative. A survey by technology consulting firm Emergn shows that approximately 20% of US business managers report that internal AI project reports exaggerate achievements and downplay problems. Industry insiders believe that the commercialization of AI is slower than market expectations, and the application effects vary significantly across different industries and scenarios. --------------------------------- Click the original link below to join Beating's AI news channel on Feishu, monitoring global AI hotspots and news 24/7.