#数据中心或在2028年面临过剩 The second half of AI infrastructure: what exactly is the market watching?

It’s not just chips or power—it’s about where the bottleneck shifts next. The focus will move from power back to chips, but the key metric that will really determine what goes up or down will be “utilization.”

The past two years: everyone was scrambling for chips. Back then, GPUs were impossible to get, CoWoS packaging was booked out a year in advance, and HBM prices were soaring. The whole story was simply “a chip shortage.”

Now, in 2027: the bottleneck is power, not chips. Here’s the interesting

TraderATaoLiveBroadcastAccount 2 hours agoBullish

Unitree has been climbing steadily lately. Just opened a position in the livestream, and it has already doubled in less than 15 minutes. $UNITREE

UNITREE+21.36%

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CryptoWorldStar6 minutes ago

today i’m expecting a bounce on $BTC either to 84k or 83k after yesterday’s huge sell pressure
i’ve seen a breakout on the range on 15m TF, so i’m taking a long here
sl @ $81,500
1st tp @ $83k, 2nd tp $84k

BTC-0.33%

Jellee1 4 minutes ago

$BTC is still chopping above the May highs.
Patiently waiting to see if we get another dip to buy, and if we don't -- all good too.
They're not going to shake me out here.

BTC-0.33%

StarshineWisdomEyesSmartTravel 2 hours ago

$BTC ETF faces sudden $635 million outflows!
BlackRock IBIT saw $254 million in single-day outflows! ETH ETFs also bled $111 million. The two major ETFs saw combined outflows of $746 million! They were attracting funds like crazy just the day before, but the flow suddenly reversed! The latest data shows that on October 22, Eastern Time, U.S. spot Bitcoin ETFs recorded net outflows of as much as $635 million in a single day. BlackRock IBIT saw net outflows of $254 million, accounting for about 40% of the total net outflows from BTC ETFs that day. Meanwhile, spot Ethereum ETFs also recorded net

SNDK-1.04%

CryptoChampionan hour ago

GateSquare2026-10-23 06:39:13

📊 U.S. earnings season kicks off | Post to claim red packets, with the weekly leaderboard winner taking home up to 100 USDT!
Gate Square’s “Weekly Share” special hot-topic edition is underway!
🎁 Event Rewards
New users who post: 100% guaranteed to receive a red packet
Weekly leaderboard: Win up to 100 USDT
📌 How to Participate
1️⃣ Sign up for the event: https://www.gate.com/campaigns/6244
2️⃣ Post your views with the hashtags #每周来晒 and #美股财报季
💬 This Week’s Topic
U.S. earnings season is heating up, with Tesla and Meta having already reported results, while Microsoft, Alphabet, Amazon, Apple, and NVIDIA are in the spotlight. Which tech giant are you most bullish on? Can AI investment drive sustained growth, and will stocks whose earnings beat expectations necessarily rise?
👉 Join the discussion now: https://www.gate.com/post/topic/USEarningsSeason?topic_id=208350

TSLA-3.10%

MSFT-2.10%

AMZN-4.49%

AAPL+1.22%

NVDA-4.31%

WaveTheoryLearningKing 32 minutes ago

SpaceX rose 9%. It failed to hold 160. Figure 2 shows the range of gains. Multiple media outlets reported that Musk ordered Starlink to throttle speeds in Ukraine, causing Ukraine to respond slowly when Russian missiles struck, and many people were killed in the attacks. This incident shows that Musk may align himself with and curry favor with “put in” by arbitrarily reducing service quality for paying users or even canceling their service. It proves that SpaceX’s service is unreliable. What gives it the right to serve the whole world? This will inevitably erode customers’ trust in Starlink an

SPCX-3.83%

CoinWay2 hours agoBearish

BTC Drops Below $81,000—Don't Rush to Call It a Bear Market! This Candlestick Holds Clues to a Rebound
A bullish take on technical analysis and market trends
Bitcoin has fallen below $81,000, and the market instantly began asking the million-dollar question: “Who will step in to buy?” Some are busy turning bearish, others are looking for support, while the candlestick chart quietly says: Stop arguing and wait for the close!
Looking at the daily chart, BTC pulled back after its earlier rally, and the short-term rebound failed to hold near the highs, suggesting overhead selling pressure remains.

MU-6.19%

CryptoJava10 minutes ago

[New Streamer] Market Prediction

LIVE1,874

Nikkibtc an hour ago

First, there was Ningbo Bank 🏦, abbreviated BNB. Now there’s also Zheshang Bank 🏦, called CZBANK. Could there be some secret connection between CZ and Zhejiang?

CZBANK-1.49%

KamazXBT 2 hours ago

gm, ny dumped into the 80.9k week low and closed off it, i went long near that low yday. asia squeezed back up on shorts covering, spot sat it out. if it comes back to my entry im out at breakeven, next entries 76-80k $BTC

BTC-0.33%

SheenCryptoan hour ago

#SpotGoldFallsBelow$4000 #ShareWeekly
Spot Gold Falls Below $4,000: Is the Gold Market Entering a New Phase?
Opening: Gold has long been considered a safe haven during periods of uncertainty, but even the strongest assets can experience sharp corrections. When spot gold falls below the psychologically important $4,000 level, investors naturally begin asking a critical question: is this a temporary pullback, or could the market be preparing for a deeper adjustment?
Why Is Spot Gold Falling Below $4,000 Important?
Gold is one of the world's most closely watched financial assets. Investors use

BTC-0.33%

Miger2 hours agoBearish

Global bloodbath, but Bitcoin refuses to break below $80,000! Is this a bull market comeback or the last chance to escape?
The Nasdaq plunged 2.6%, South Korea’s stock market lost 20% in a month, and gold and silver crashed too.
In the past, Bitcoin would have been dragged down by now. But this time, after surging to $85,000 and getting knocked back, it’s stubbornly holding near $81,000. $440 million was liquidated in 24 hours, 90% of it from long positions. My take is simple: this isn’t a bear market—it’s the nastiest kind of shakeout in a bull market.
Coinbase and Placeholder have both said

BTC-0.33%

0xVexel 31 minutes ago

Are you ready for meme season?

JinYaoAnalysisan hour ago

$BTC Were 4,000 points wiped out overnight just the appetizer? Don’t rush to buy the dip—the bears still have more tricks up their sleeves!
The positions of early longs were just brutally flushed out. The big players finished their “cleanup” above 84,300, and long liquidations sent open interest plunging. Where’s the squeeze potential now? This rebound is nothing more than a technical recovery after being oversold, plus a fill of the daily gap. Don’t mistake it for a reversal signal!
Trading plan: Go short decisively near 82,500! This is the ideal defensive level after the gap fill, with targe

BTC-0.33%

ETH-0.26%

ZEC-3.08%

Gunjan 2 hours ago

Keep eyes on $PENGU
Remember, it’s monthly revenue is in millions.
$PENGU szn soon.

PENGU+2.11%

0xkunn an hour ago

Why is everyone competing over ready-made Muse accounts at 8R each?
If you need one, just grab it. Comes with a 1 billion quota.
Link:

MUSE+0.04%

cio0120 2 hours ago

Been spending some time exploring @termix_ai lately
What I want to see is how agent to agent commerce works when real tasks and payments are involved. The interesting part is whether this can become useful beyond the early hype
If you haven’t checked it out yet go claim your Agent ID and explore it yourself
Still keeping an eye on what comes next

Stuart_Crown22 minutes ago

$BTC had a break below the flag and a major area.
Now price is retesting the zone as a support/resistance area.
Even though it closes over it, we have to wait more for HTF closing.
#GateSquareNewCreatorProgram #BTC
#GateQ3ReportReleased

BTC-0.33%

cryptosana 3 hours ago

Eth market update

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