Gate Crypto Flash News and Market Updates

According to Morgan Stanley, in 2027, hyperscalers and neocloud data centers will add 32 gigawatts of computing power, representing a 48% year-over-year increase. Google, Amazon, Microsoft, and Meta will account for approximately 85% of new capacity additions. In 2028, an additional 39 gigawatts are projected to come online, a 21% increase.

According to court documents unsealed on October 16, Microsoft ordered employees to keep its web scraping project for OpenAI classified. Under Project Mango, OpenAI paid Microsoft to develop and operate a web crawler that copied web content used to train models including GPT-4o, according to publishers cited in a partially unsealed motion.

According to Guru Club, NVIDIA CEO Jensen Huang expressed optimism on October 17 regarding the recent AI stock selloff, stating that benefits from the technology will soon resolve investor concerns. Speaking at an event in Berlin, Huang said artificial intelligence will drive transformation across every industry and country, and the current market turbulence represents just the beginning of this process.

According to Guru Club, OpenAI has hired Graham Seamans from SpaceX as sales lead for its cybersecurity business on October 17. This marks the latest talent acquisition by OpenAI from Elon Musk's ventures as the company accelerates commercialization efforts, expanding enterprise customer sales and exploring new revenue streams including advertising.

According to Al Masirah TV, Yemen's Houthi movement launched a missile attack on Saudi-linked targets in Aden, the country's interim capital, on October 16. The attack targeted the Badr military base near Aden International Airport, specifically striking what Houthi military officials described as a Saudi command center and weapons storage facility.

According to a 90-minute video released by podcaster Lex Fridman on October 13, 2026, Nvidia CEO Jensen Huang argued that US export controls on advanced computing should be "extremely selective" rather than broadly restrictive. He warned that sweeping restrictions could backfire, incentivizing rival nations to develop their own domestic chip capabilities. Huang outlined what he calls a technology and economic "flywheel": global sales fund innovation that keeps American technology ahead, driving

US stocks closed significantly lower on Friday, with the Nasdaq Composite declining 2.15% and the S&P 500 falling 1.10% to 7,659.44, as investors reassessed AI infrastructure spending amid rising financing costs. Nvidia-backed CoreWeave faced particular pressure after its corporate bonds' yields surged above 15%, reflecting growing concerns about the debt burden of AI data center providers. Other cloud infrastructure companies, including Nebius and IREN, also declined sharply. Rising oil prices,

According to Crypto Briefing, Strategy Inc. (ticker MSTR), Michael Saylor's Bitcoin treasury company, overtook JPMorgan in trading volume during August 2026, climbing to the 19th most-traded stock in the US. On peak days that month, MSTR's daily trading volume reached nearly $3.9 billion, with shares traded ranging from 15 to 49 million daily. The company's 30-day historical volatility hit around 64%, reflecting sharp price swings tied to Bitcoin's movements, while Strategy holds over 845,000 BT

According to CNBC, on October 16, the Chicago Board Options Exchange Volatility Index (VIX), often called the "fear gauge," surged above 22 for the first time in four months amid broad selling pressure in artificial intelligence-related stocks. Large call option trades suggest traders are positioning for continued volatility through November. One trader spent approximately $2.8 million acquiring 9,200 VIX call contracts expiring November 18 with a strike price of 20, along with 12,500 contracts

According to Crypto Briefing, SEI token received certification for US dollar-settled perpetual futures on October 8, 2026, from North American Derivatives Exchange (OG.com Markets), a CFTC-regulated venue. The contracts were expected to list by October 12, making SEI one of only five crypto assets with CFTC-regulated perpetual futures on a US platform, alongside BTC, ETH, SOL, and XRP. The contracts are cash-settled against a reference index tracking SEI's spot price, allowing traders to gain do

According to Crypto Briefing, Pump.fun rolled out a new fee structure on October 17, 2026, introducing 0% trading fees on Solana transactions via its mobile app paired with a 0.45% platform fee on app and web trades. The platform committed all platform fee revenue to referral rewards rather than booking it as profit. The referral program, announced on October 16, offers referred users a 10% fee discount and deposit bonuses capped at $50. Referrers receive a limited-time 4x boost on referral bonu

According to Coinglass data cited by ChainCatcher, Binance recorded net inflows of $414 million in USDT over the past 24 hours.

According to the Ethereum Foundation's recent tweet, the Foundation announced a collaboration with OpenAnonProject focused on strengthening privacy protections in the age of artificial intelligence. The partnership aims to safeguard personal data and prevent censorship and surveillance, reflecting the Foundation's commitment to supporting privacy-centric technologies as AI adoption increases.

According to a report from Korea Investment & Securities released on October 17, South Korea's central bank is expected to hold its base rate steady in October, though policy guidance may lean hawkish given elevated inflation expectations. The research institute projects a rate hike is possible in November, with one dissenting vote anticipated on the monetary policy committee. The assessment reflects rising wage growth, with July base salary growth accelerating to 2.5% year-over-year from 2.1% i

According to Canada's Department of Transport consultation document, United Airlines and Air Canada are seeking to expand their existing joint venture to add ten routes between the U.S. and Canada. The proposed routes include Montreal-Chicago, Montreal-Washington, Ottawa-New York, Toronto-San Francisco, and Vancouver-San Francisco. The consultation is set to close on November 15.

According to Morgan Stanley's latest research, AI capital spending by hyperscalers and neocloud providers is projected to reach approximately $1.58 trillion in 2027 when lease financing is included, representing a 14% expansion from traditional cash capital expenditure estimates. The report notes that lease-financed data center infrastructure—typically treated as debt-financed asset purchases—is not recorded as capital expenditure in cash flow statements or management guidance, leading markets t

According to PJM Interconnection's operating executive Dave Souder, on Friday the grid operator expects regular power supply pressure even during mild weather conditions, citing spring and autumn unit outages combined with surging electricity demand from data center expansion.

According to Bloomberg, Taiwan's economy minister Gong Ming-hsin stated on October 12 that Taiwan is preparing to strengthen export controls on artificial intelligence servers and advanced semiconductors to align with U.S. measures. The new restrictions will impose criminal penalties under Taiwan's Trade Act for unauthorized shipments of controlled products to China. Under Taiwan's trade agreement with the U.S., the government plans to align certain controlled items with corresponding American r

According to Citigroup strategists, the U.S. Treasury may reduce issuance of 20-year and 30-year Treasury bonds by $3 billion each during its November 4 quarterly refunding announcement. The forecast is based on survey questions sent by the Treasury to primary dealers on Friday, October 10, regarding long-end repo operations and structural demand trends for future Treasury auctions. Strategists Alejandra Vasquez Plata and Jason Williams noted that weak long-end yield performance and subdued deal

According to Chainalysis, tokenized US Treasuries reached $15.42 billion with 125% growth in Q2 2026, representing the largest dollar addition among tokenized assets. The addition of $8.56 billion in US Treasuries contributed to the overall tokenized real-world assets market surging to $36.07 billion, up 135% during the period.