MeNews

U.S. stocks closed higher on Wednesday, with technology shares strengthening, Dell surging, and oil prices stabilizing. U.S. Treasury yields approached 5%, and global stock markets may face a 5%-8% correction. Trump said the strikes on Iran would end soon and that the Strait of Hormuz would be renamed the Trump Strait. The former British prime minister warned that failure to control debt would force emergency spending cuts. The Beige Book said the U.S. economy grew moderately, with AI and data centers serving as key supports. Tron’s USDT supply surpassed Ethereum’s for the first time. Broadcom’s Q3 results exceeded expectations, and its AI revenue guidance was raised. Robinhood Chain generated $3.75 million in daily fees, exceeding the combined total of Solana, ETH, and Base.

OpenAI, AMD, Broadcom, Intel, Microsoft, and NVIDIA have jointly launched the open network protocol MRC (Multipath Reliable Connection), designed to improve the speed and stability of large-scale AI training clusters and reduce GPU waste. MRC has been deployed in OpenAI’s frontier model training supercomputers, including Oracle’s OCI facility in Abilene, Texas, and Microsoft’s Fairwater supercomputer, and is being made available for industry use and development through the Open Compute Project.

French semiconductor company Sequans Communications announced that it has liquidated its Bitcoin holdings, selling the remaining 314 BTC. Its reserves, which once exceeded 3,200 BTC, have now been fully liquidated. The move followed the redemption of convertible debt in May, with the proceeds used to repay debt and improve the balance sheet. The company will refocus on its cellular IoT and software-defined radio businesses. It no longer holds any cryptocurrency and has no outstanding debt aside from government-funded R&D obligations.

AIMPACT News, May 6 (UTC+8) — In an interview with CNBC, AMD CEO Lisa Su said that AI Agents are driving enormous demand for computing power throughout the AI cycle and significantly raising expectations for CPU market growth. Enterprises have begun to truly see the value of AI for their businesses, and adoption is accelerating rapidly. In addition to AI accelerators, demand for CPUs is also strong because next-generation AI Agents require more general-purpose computing power.
She noted that the market previously generally believed the CPU-to-GPU demand ratio was approximately 1:4 or even 1:8, but it is now approaching 1:1. AMD previously estimated in November 2025 that the CPU total addressable market would grow by approximately 18% to 20% annually. It has now raised that estimate to more than 35% and expects that by 2030

ME News, May 6 (UTC+8) — Before a hearing at the federal court in Manhattan, lawyers for victims of North Korea attempted to redefine the rsETH attack on Aave as “fraud” rather than “theft” in order to maintain the freeze order on ETH worth $71 million. The lawyers argued that the attacker used worthless collateral to borrow assets and failed to repay them, constituting a fraudulent lending transaction. They sought to use the frozen assets to repay terrorism judgment damages under the Terrorism Risk Insurance Act. Previously, hackers linked to the Lazarus Group exploited a cross-chain bridge vulnerability to mint uncollateralized rsETH and borrow approximately $230 million in assets from Aave, of which $71 million was intercepted by Arbitrum developers. The victims’ lawyers also questioned Aave’s defense of assets

Apple Reaches $250 Million Settlement in Apple Intelligence Class Action Lawsuit, Eligible Device Owners to Receive $25–$95 Based on Final Claims. The lawsuit alleged that its AI features did not exist then, do not exist now, and would not exist in the future, and were not delivered with new iPhones; the iPhone 16 and enhanced Siri were not delivered, while notification summaries once misled reporting and were disabled. Source: BlockBeats.

AIMPACT disclosed: Alphabet and Amazon’s combined capital expenditures in Q1 totaled $130.65 billion, with full-year plans approaching $700 billion. Alphabet’s profit increased 81% to $62.6 billion, with $28.7 billion coming from an equity revaluation related to Anthropic; Amazon’s pretax earnings were $16.8 billion, with more than 50% coming from its Anthropic investment. Its $8 billion investment is now valued at over $70 billion. Anthropic is raising funds at a valuation of approximately $900 billion. Alphabet’s unrealized gains from Anthropic fluctuated significantly from Q1 to Q3, with this quarter’s equity gain exceeding three times the previous peak.

On May 6, the lawsuit involving OpenAI took a turn. Savitt tried to prove that Musk’s conduct was no different from that of Altman and Brockman, triggering a heated argument between the two sides. Musk also mocked OpenAI’s lawyers and Altman. The trial entered a new phase, with the dynamics of the legal battle shifting. Experts said jurors would have difficulty sorting through the complex details, and even veteran AI observers found the case challenging.

ARK Invest stated that Robinhood’s core growth is driven by its monthly subscription service, Robinhood Gold, which has become an entry point into its ecosystem. By Q1 2026, Gold had reached a 15.8% penetration rate among funded users. Gold users held five times more assets than regular users, and their deposits grew 1.2 times faster. Banking deposits increased from $100 million to $1.6 billion over two quarters, while the number of Gold Card users rose to 765,000, a fourfold year-over-year increase. ARK is optimistic about Robinhood’s transformation into a financial super app centered on banking, payments, and investing.

“DeFi 2.0” points out that early primitives such as AMMs, overcollateralized lending, floating-rate pools, and perpetual contracts primarily serve highly volatile assets. RWAs (Treasuries, stocks, and commodities) have lower volatility, cash flows, and identifiable borrowers. Institutions place greater emphasis on credit and maturity, so the same primitives cannot be applied wholesale. DeFi 2.0 should add order books/RFQ, fixed-rate lending, interest-rate derivatives, options and structured products, repurchase agreements and dark pools, portfolio margin, and yield splitting, among others. Tokenization is only the first step; value will accrue to public-chain blockspace, fees from core primitives, brokerage aggregation, and application order flow. Once the RWA market expands, legacy primitives will truly develop a market.

AIMPACT, May 6: Stripe announced an upgraded version of its Link digital wallet at its conference, enabling it to work with AI agents such as OpenClaw to complete shopping, payments, and bookings. Users can authorize agents to access Link through OAuth, and any request initiated requires user consent. Currently, only traditional payment methods are supported; agent tokens and stablecoins will be introduced in the future. Built on a new agent issuance system, Link allows virtual cards to be issued to agents for autonomous purchases, providing real-time authorization, spending controls, and transaction visibility. It is available on the web, iOS, and Android, and includes 90 days of purchase protection.

ME News, May 6 (UTC+8) — Y Combinator will hold interviews in New York for the first time for cryptocurrency and fintech startups, aiming to increase support for companies in these fields. Teams successfully selected will participate in the summer 2026 program and travel to San Francisco to receive Y Combinator’s standard $500,000 investment. The funds may be received in the form of Circle’s USDC stablecoin. (Source: MLion)

ME News reported on May 6 (UTC+8) that Nick Grous, head of consumer internet and fintech research at ARK Invest, said Robinhood’s core growth driver is not its trading business, but its monthly subscription service, Robinhood.

On May 6, the lawsuit involving OpenAI took a turn. Savitt attempted to prove that Musk’s conduct was no different from Altman’s and Brockman’s, sparking a heated exchange between the two sides. Musk also mocked OpenAI’s lawyers and Altman. As the trial entered a new phase, the courtroom battle shifted. Experts said jurors would struggle to sort through the complex details, and even veteran AI observers found the case challenging.

ME News, September 25 (UTC+8) — According to CoinMarketCap market data, ETH has surpassed $2,700 and is currently priced at $2,703.61, up 0.7% over the past 24 hours. (Source: CoinMarketCap)

AIMPACT News, May 6 (UTC+8), OpenAI launched the "Advanced Account Security" feature to protect ChatGPT and Codex users from phishing attacks. The feature provides high-risk users with an additional layer of verification and real-time monitoring to address growing cyber threats. As AI tools become more widely used in work and daily life, account security has become increasingly important. This update will enhance the security of the OpenAI platform.

AIMPACT News, May 6 (UTC+8) — In an interview with CNBC, AMD CEO Lisa Su said that AI agents are driving enormous demand for computing power across the entire AI cycle and significantly raising growth expectations for the CPU market. Enterprises have begun to truly see the value of AI for their businesses, and adoption is accelerating rapidly. In addition to AI accelerators, demand for CPUs is also strong, as next-generation AI agents require more general-purpose computing power.
She noted that the market previously generally believed the CPU-to-GPU demand ratio was approximately 1:4 or even 1:8, but it is now approaching 1:1. AMD previously estimated in November 2025 that the annual growth rate of the CPU total addressable market would be approximately 18% to 20%. It has now raised that estimate to more than 35% and expects that by 2030

ME News, September 25 — A data center developer backed by an affiliate of Blue Owl Capital announced a $1.1 billion debt financing, betting on AI computing power. The funds will be used for the Digital Drive data center project near Richmond, Virginia. The facility has 76 megawatts of IT capacity and will be fully leased to CoreWeave under a 15-year agreement with a total contract value of $2.94 billion. It is expected to become operational in 2027–2028. Source: ChainCatcher

The Bank of Russia has published market access procedures for digital custody institutions, crypto trading platforms, and digital rights information system operators, requiring all participants to be included in the register, clarifying eligibility, required documents, and filing procedures, and introducing simplified access for existing institutions. The central bank will maintain the register, update the data, and publish the information on its official website. The relevant regulations have been registered and will take effect on October 5, 2026.

SoFi has begun settling debit and credit card transactions with Mastercard using the SoFiUSD stablecoin and plans to migrate its entire card business to a blockchain-based settlement system, with annualized transaction volume expected to exceed $2.5 billion. Cardholders use their cards as usual, while on-chain settlement takes place in the background to accelerate clearing; intermediaries have not been removed, but a blockchain-based alternative channel is being provided.

Ollama announced that its platform can now connect to Claude Desktop through Claude’s built-in third-party inference capabilities. Users can run ollama launch claude-desktop to start the new configuration and use all Ollama Cloud models in Claude Desktop’s Claude Cowork and Claude Code features. The news was reposted by WesRoth; the original post did not provide an official announcement link or further technical details.