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NVIDIA (NVDA.O) and Oracle (ORCL.N) are expanding the deployment scale of the NVIDIA Vera Rubin platform.

According to Cointelegraph, Luxor Technology, which provides full-stack computing power services, has completed a $16 million strategic financing round led by CMT Digital, with participation from Canaan, MicroBT, Halo, Steelhead, and several angel investors.Luxor plans to use the funds to expand its intelligent cloud platform, AI hardware business, and computing power derivatives trading capabilities, as well as to grow its team. The company originally served Bitcoin mining enterprises and is now expanding its GPU and AI server procurement business, aiming to seize opportunities arising from the integration of Bitcoin mining and AI computing power markets.

According to Bloomberg, Japanese IT giant GMO Internet has faced a cyber attack, and hackers claim to have released customer information due to the failure to receive a $50 million ransom. It is reported that its foreign exchange trading services have been suspended and are no longer accepting new subscriptions. In addition, all servers of its domain and cloud service Onamae have been compromised, which may affect users.It is reported that GMO Internet operates the cryptocurrency exchange "Z.com EX," which has been licensed by the Securities and Exchange Commission of Thailand and the Ministry of Finance of Thailand. Last week, the exchange disclosed that it had been acquired, with the acquisition involving all shares of the target company held by GMO Internet and its related subsidiaries and shareholders.

Onchain Lens reported that a Japanese Bitcoin whale has withdrawn 65 BTC, worth approximately 5.2 million dollars, marking the first significant activity for this address in nearly two years.In the past 20 days, this whale has withdrawn a total of 136.894 BTC from the Japanese cryptocurrency exchanges Coincheck and bitFlyer, valued at around 11.24 million dollars. The related address is bc1qhscz899tza7e3cmfx8dqfaarx0693uet07588znqw4yatjxdkc9sdt3mhj.

The tokenized asset data platform RootData has reached a deep data cooperation with Payward, the parent company of Kraken, to provide financing and token economics-related data support, assisting in data decision-making in scenarios such as information disclosure, tokenized stocks, institutional services, and business expansion.Payward is the underlying financial infrastructure for Kraken and its ever-growing family of businesses. Its operations cover four main pillars: trading, banking, asset management, and B2B services, with its brands showing growth in areas such as tokenized stocks, derivatives, stablecoin payments, and institutional settlement.Against the backdrop of the accelerating wave of RWA and tokenization, the data synergy between the two parties is expected to help Payward achieve more efficient business expansion while also strengthening RootData's position as a core data infrastructure in the industry. Currently, RootData's API has over 260 cumulative clients, covering well-known platforms such as Ethereum Foundation, Binance Wallet, OKX Wallet, CertiK, Coinglass, and Coinone.

According to Bitcoin.com News, the Spanish National Guard discovered that digital wallets associated with the now-defunct cryptocurrency platform Arbistar continued to make large Bitcoin transfers after the platform's collapse. The investigation revealed that approximately 881 Bitcoins were transferred to external wallets when the platform collapsed in September 2020; from January to March 2021, wallets linked to the main defendants saw a total inflow and outflow of over 20,000 Bitcoins, valued at over $1.1 billion based on Bitcoin prices as of March 31, 2021.Spanish authorities classified the platform as a Ponzi scheme affecting up to 32,000 investors, with prosecutors stating in 2020 that approximately $1 billion of investor funds were unaccounted for. Founder Santiago Fuentes Jover and partner Diego Fernández Nojarova were sentenced to 16 and 11 years in prison, respectively.

In the cryptocurrency industry, Coinbase ranks 5th among donation organizations with approximately 57.8 million USD, and 12th on the overall list; Ripple donated about 49.6 million USD, ranking 7th among donation organizations and 17th on the overall list; Gemini founders Cameron and Tyler Winklevoss donated a total of about 55.9 million USD, ranking 13th on the overall list; Foris Dax ranks 24th on the overall list with 39 million USD.

a16z co-founder Marc Andreessen commented on the online programming platform Replit and its CEO Amjad Masad's proposed concept of Agent Habitat, believing that more companies will become autonomous driving companies as a result. He stated that the keyword pointed out by Masad is chaos, and quoted his viewpoint that most agents today operate in chat windows, personal accounts, and one-off scripts, holding credentials and data given to them by others, but no one decides what they can access, nor can anyone see what they have done.Andreessen noted that disruptive technologies like personal computers, spreadsheets, and email entered the workplace in a bottom-up chaotic manner, and only later did they require habitats to moderately constrain that chaos. He cited examples such as early employees bringing personal computers into the office, spreadsheets enabling non-programmers to create business models and forecasts, but also introducing hard-to-audit formula errors; email bypassed the information flow controlled by the mailroom in the past. He believes this kind of chaos indicates that employees are claiming tools that can bring alignment and significant productivity improvements.Andreessen also stated that code is the ultimate product of alignment, and expanding the range of code contributors will bring chaos, thus requiring a free-range style of agent habitat rather than cages, but it cannot be completely laissez-faire. He mentioned that an employee from Sumitomo Mitsui Finance and Leasing completed a development process originally planned to take 6 people 6 months in just one week. He indicated that for companies to become autonomous driving companies, they must achieve alignment, and in the future, the degree of alignment may be measured by the richness of the agent habitat; Replit and its clients have already understood this, while most companies have not yet grasped it.

The chief economist of the American asset management firm Apollo, Torsten Sløk, released five charts, believing that AI has not yet brought significant financial returns to large American companies outside of the tech giants. The per capita revenue and profit margins of the seven tech giants continue to rise; excluding them, the 493 companies in the S&P have seen these two metrics remain basically stagnant, and the data on total factor productivity in the U.S. has not shown significant signs of AI-driven growth.Apollo cited data from the corporate payment platform Ramp, stating that among its clients, the top 10% of companies by spending contributed 99.5% of the model hosting and inference costs. Among the top 1% of companies with the highest AI spending, about 80% have venture capital backgrounds; for companies at the median spending level, this ratio is only 13%. A large amount of AI computing power consumption is concentrated in a few companies, many of which rely on venture capital support.Previous statistics from Apollo indicated that during the second quarter earnings season of 2026, 69% of S&P 500 companies had disclosed that they were actually using AI, but only 2% reported metrics for ongoing tracking of effectiveness. Another NBER study updated in October this year surveyed nearly 9,000 corporate executives from seven countries, with respondents estimating that over the past three years, AI has only improved the annual growth rate of labor productivity in companies by about 0.2 percentage points.

Gate platform data shows that on October 27, the stock market saw a significant rise in the AI, semiconductor, and data sectors, with several concept stocks leading the gains, becoming the focus of market attention.According to the latest market data from Gate, Data Section (3905) surged strongly, rising 14.50% in 24 hours; Yifei Electric (4062) jumped 11.14%; Rand (8918) increased by 11.11%; Advantest (6857) rose by 9.65%; QD Laser (6613) went up by 8.84%.As global AI infrastructure construction accelerates and semiconductor demand remains strong, market expectations for profitability in the technology and semiconductor supply chain are heating up again.

According to Jinshi News, Nvidia will invest 3 billion dollars in equity issuance to Meta, and both parties will also expand their cooperation in AI infrastructure and models.Both sides will consider collaboration around the OpenShell reference architecture and Nvidia Sentry, and will expand the deployment scale of Nvidia's products such as Vera Rubin, Vera CPU, Spectrum-X, and BlueField-4, while further deepening cooperation in MUSE and the MUSE series of models.

NVIDIA (NVDA.O) and Meta will expand the deployment scale of NVIDIA Vera Rubin, Vera CPU, Spectrum-X, and BlueField-4.

Market news indicates that Nvidia and Meta will expand their collaboration on MUSE and the MUSE series models against a backdrop of steady growth.

According to a report by Reuters, the American AI hardware startup Unconventional AI announced the acquisition of the Israeli AI chip company NeuReality through a combination of cash and stock, with the transaction amount not yet disclosed.Unconventional AI completed a $475 million financing round last December, at which time the company's valuation reached $4.5 billion. The company is dedicated to developing energy-efficient AI chips inspired by biological systems and is using AI tools to accelerate the research and development process. It has completed its first test chip, and the second one is also nearing completion.

According to The Block, StoneX raised the target price for Bitcoin treasury company Strive from $32 by 34% to $43, maintaining a buy rating. Analyst Mark Palmer stated that Strive's recent completion of the SATS preferred stock IPO and the expiration of traditional warrants constitute a "clean reset" of the company's capital structure, highlighting its all-preferred stock Bitcoin treasury model.On October 20, Strive completed an expanded IPO of 7 million shares of 15% SATS preferred stock, raising gross proceeds of $630 million. The SATS annual dividend yield is 15%, and the company has reserved enough funds to cover payments for the first 18 months. Palmer noted that SATS has a lower priority than the previous SATA preferred stock, so every dollar raised will increase assets without increasing claims that are senior to the senior preferred stock.Strive disclosed on Monday that from October 17 to 23, it purchased 6,182 BTC, increasing its total holdings to 43,000 BTC. Strive's stock price fell 9.15% on Monday, closing at $26.32.

According to Bloomberg, Hong Kong cryptocurrency payment card company Redotpay is preparing to submit a confidential IPO application to the U.S. SEC by the end of the year, with a target valuation of at least $5 billion.The report indicates that the company is still negotiating pre-IPO financing with a valuation between $4 billion and $5 billion. Public information shows that the company currently has over 9 million customers and an annual revenue of over $180 million. Redotpay also raised $194 million in 2025, with supporters including the venture capital arms of Coinbase and Circle.

The cryptocurrency trading platform Kraken's parent company Payward announced its intention to become the first CFTC-regulated deployer on the HIP-3* market of the on-chain perpetual contract infrastructure Hyperliquid. Payward will deploy a perpetual futures market for U.S. customers based on Hyperliquid as the infrastructure layer.Upon obtaining regulatory approval, Payward's designated contract market and derivatives clearing organization Bitnomial, which is regulated by the CFTC, will act as the HIP-3* deployer, responsible for creating, holding, and managing the relevant market, as well as completing contract clearing and settlement. If approved, Payward's CFTC-registered futures commission merchant NinjaTrader Clearing will take over customer accounts.Hyperliquid stated that HIP-3 will support optional deployer configurations for licensed markets in future network upgrades, with the new features collectively referred to as HIP-3*. At its core is an on-chain whitelist managed by the deployer or its sub-deployers, which is an incremental option for HIP-3, with the decision to enable it made by the deployer, while existing markets remain unchanged. The initial version has been launched on the test network, and the specifications are still preliminary and may be adjusted based on feedback. Hyperliquid stated that HIP-3* deployers are independently operated entities that use their on-chain infrastructure to operate their own markets and retain control and responsibility over the deployment.