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Alphabet hits $4tn valuation on AI hopes
#Google parent company Alphabet has become the fourth Big Tech group to hit a $4tn market value, fuelled by investor optimism that its #AI models can compete with rivals such as OpenAI.
Alphabet shares closed 1 per cent higher in New York on Monday, after jumping earlier in the day following news of a deal with #Apple that will entail Google’s GeminiAI models powering a revamped version of Siri, the iPhone’s virtual assistant.
The move capped a more than 6 per cent rise in the past month and carried the company over a threshold already surpassed by Nvidia, Microsoft and Apple.
At the start of last year, Alphabet’s shares had been lagging behind the broader AI-driven rally in Big Tech stocks, amid fears its cash-cow search engine would be overshadowed by new apps such as #chatgpt and Perplexity.
Investors were also concerned US regulators were seeking to break up the Silicon Valley-based company.
But the shares have more than doubled since April, as Demis Hassabis, co-founder of DeepMind, Google’s AI arm, led the group’s effort to make inroads on ChatGPT.
: : : : : : : : : : : : : : : :
Google’s parent company Alphabet has become the fourth Big Tech group to hit a $4tn market value, fuelled by investor optimism that its AI models can compete with rivals such as OpenAI.
Alphabet shares closed 1 per cent higher in New York on Monday, after jumping earlier in the day following news of a deal with Apple that will entail Google’s Gemini AI models powering a revamped version of Siri, the iPhone’s virtual assistant.
The move capped a more than 6 per cent rise in the past month and carried the company over a threshold already surpassed by Nvidia, #Microsoft and Apple.
At the start of last year, Alphabet’s shares had been lagging behind the broader AI-driven rally in Big Tech stocks, amid fears its cash-cow search engine would be overshadowed by new apps such as ChatGPT and Perplexity.
Investors were also concerned US regulators were seeking to break up the Silicon Valley-based company.
But the shares have more than doubled since April, as Demis Hassabis, co-founder of DeepMind, Google’s AI arm, led the group’s effort to make inroads on ChatGPT.
Google and Apple on Monday said the two companies had “entered into a multiyear collaboration”. Google’s Gemini models and cloud services will “help power future Apple Intelligence features”, including a long-delayed update to Siri that is expected to be released this year.
“After careful evaluation, Apple determined that Google’s Al technology provides the most capable foundation for Apple Foundation Models and is excited about the innovative new experiences it will unlock for Apple users,” the two companies said.
CNBC first reported the deal. Apple had previously worked with OpenAI to incorporate ChatGPT into its Siri assistant, underscoring how Google’s rival has staged a comeback against the start-up.
The latest partnership between the two is not exclusive, as the iPhone maker will continue to partner with OpenAI to use its models.
Apple experienced a faltering rollout of its suite of AI features, which it dubbed “Apple Intelligence” after its launch in June 2024. Those features included integrating ChatGPT into search and writing assistant functions on newer models of the iPhone.
But a widely anticipated AI makeover for Siri was delayed and high-profile departures from its in-house AI team last year compounded investor concerns that the company was falling behind.
In December, former Microsoft executive Amar Subramanya replaced Apple’s longtime AI chief John Giannandrea.
In the meantime, the competition to offer the most advanced AI models has heated up. Last month, OpenAI chief executive Sam Altman declared a “code red” over the need to improve its products, after Google released its Gemini 3 model, which is considered to have leapfrogged rivals on industry benchmarks.
At the time, Koray Kavukcuoglu, Google’s AI architect and DeepMind’s chief technology officer, said the Big Tech group had “pushed our performance quite significantly” by training its AI models using Google’s own bespoke chips. The company also said it was integrating its latest AI models into products immediately.
Alphabet shares have also been propelled since it showed investors its advertising revenues were growing strongly despite the threat from chatbot rivals.
The company’s quarterly revenues grew 16 per cent in the third quarter to surpass $100bn for the first time, it said in October, boosted by its booming cloud computing business and YouTube ads. Its Gemini app has grown rapidly to 650mn monthly users.
Investors have also become more bullish on Google’s prospects after US courts signalled they were unwilling to break up the Big Tech group.
Last year, a US federal judge said the Department of Justice’s request for Alphabet to spin off elements of its advertising business would not be “easily enforceable”, despite a court in April finding the company had an illegal monopoly in digital ads.
In a separate DoJ case over Google search, the company was spared from a court order that could have prohibited it from making payments to Apple to distribute its products to its more than 2bn global users. Apple and Google have long maintained a deal under which Google is the default search engine on Apple’s browser.
Alphabet shares closed 1 per cent higher in New York on Monday, after jumping earlier in the day following news of a deal with #Apple that will entail Google’s GeminiAI models powering a revamped version of Siri, the iPhone’s virtual assistant.
The move capped a more than 6 per cent rise in the past month and carried the company over a threshold already surpassed by Nvidia, Microsoft and Apple.
At the start of last year, Alphabet’s shares had been lagging behind the broader AI-driven rally in Big Tech stocks, amid fears its cash-cow search engine would be overshadowed by new apps such as #chatgpt and Perplexity.
Investors were also concerned US regulators were seeking to break up the Silicon Valley-based company.
But the shares have more than doubled since April, as Demis Hassabis, co-founder of DeepMind, Google’s AI arm, led the group’s effort to make inroads on ChatGPT.
: : : : : : : : : : : : : : : :
Google’s parent company Alphabet has become the fourth Big Tech group to hit a $4tn market value, fuelled by investor optimism that its AI models can compete with rivals such as OpenAI.
Alphabet shares closed 1 per cent higher in New York on Monday, after jumping earlier in the day following news of a deal with Apple that will entail Google’s Gemini AI models powering a revamped version of Siri, the iPhone’s virtual assistant.
The move capped a more than 6 per cent rise in the past month and carried the company over a threshold already surpassed by Nvidia, #Microsoft and Apple.
At the start of last year, Alphabet’s shares had been lagging behind the broader AI-driven rally in Big Tech stocks, amid fears its cash-cow search engine would be overshadowed by new apps such as ChatGPT and Perplexity.
Investors were also concerned US regulators were seeking to break up the Silicon Valley-based company.
But the shares have more than doubled since April, as Demis Hassabis, co-founder of DeepMind, Google’s AI arm, led the group’s effort to make inroads on ChatGPT.
Google and Apple on Monday said the two companies had “entered into a multiyear collaboration”. Google’s Gemini models and cloud services will “help power future Apple Intelligence features”, including a long-delayed update to Siri that is expected to be released this year.
“After careful evaluation, Apple determined that Google’s Al technology provides the most capable foundation for Apple Foundation Models and is excited about the innovative new experiences it will unlock for Apple users,” the two companies said.
CNBC first reported the deal. Apple had previously worked with OpenAI to incorporate ChatGPT into its Siri assistant, underscoring how Google’s rival has staged a comeback against the start-up.
The latest partnership between the two is not exclusive, as the iPhone maker will continue to partner with OpenAI to use its models.
Apple experienced a faltering rollout of its suite of AI features, which it dubbed “Apple Intelligence” after its launch in June 2024. Those features included integrating ChatGPT into search and writing assistant functions on newer models of the iPhone.
But a widely anticipated AI makeover for Siri was delayed and high-profile departures from its in-house AI team last year compounded investor concerns that the company was falling behind.
In December, former Microsoft executive Amar Subramanya replaced Apple’s longtime AI chief John Giannandrea.
In the meantime, the competition to offer the most advanced AI models has heated up. Last month, OpenAI chief executive Sam Altman declared a “code red” over the need to improve its products, after Google released its Gemini 3 model, which is considered to have leapfrogged rivals on industry benchmarks.
At the time, Koray Kavukcuoglu, Google’s AI architect and DeepMind’s chief technology officer, said the Big Tech group had “pushed our performance quite significantly” by training its AI models using Google’s own bespoke chips. The company also said it was integrating its latest AI models into products immediately.
Alphabet shares have also been propelled since it showed investors its advertising revenues were growing strongly despite the threat from chatbot rivals.
The company’s quarterly revenues grew 16 per cent in the third quarter to surpass $100bn for the first time, it said in October, boosted by its booming cloud computing business and YouTube ads. Its Gemini app has grown rapidly to 650mn monthly users.
Investors have also become more bullish on Google’s prospects after US courts signalled they were unwilling to break up the Big Tech group.
Last year, a US federal judge said the Department of Justice’s request for Alphabet to spin off elements of its advertising business would not be “easily enforceable”, despite a court in April finding the company had an illegal monopoly in digital ads.
In a separate DoJ case over Google search, the company was spared from a court order that could have prohibited it from making payments to Apple to distribute its products to its more than 2bn global users. Apple and Google have long maintained a deal under which Google is the default search engine on Apple’s browser.
🚨HEADLINE : TRUMP vs. ENERGY COST. "WON'T LET AMERICANS BEAR THIS ELECTRICITY COST"
🇺🇸President Trump declares that Microsoft $MSFT is "first up" to assist in resolving the issue and that he will not allow Americans to bear the growing cost of electricity for datacenters. Trump has announced several policies in the last week that appear to be directly related to affordability:
- Fannie & Freddie QE to get mortgage rates down
- Credit card rates capped at 10%
- Big Corporations can’t buy homes
- Tech companies have to figure out rising electricity bills
REMEMBER midterms are coming up
👀Add to watchlist : $DOLO | $DUSK
#TRUMP #Microsoft #USNonFarmPayrollReport
🇺🇸President Trump declares that Microsoft $MSFT is "first up" to assist in resolving the issue and that he will not allow Americans to bear the growing cost of electricity for datacenters. Trump has announced several policies in the last week that appear to be directly related to affordability:
- Fannie & Freddie QE to get mortgage rates down
- Credit card rates capped at 10%
- Big Corporations can’t buy homes
- Tech companies have to figure out rising electricity bills
REMEMBER midterms are coming up
👀Add to watchlist : $DOLO | $DUSK
#TRUMP #Microsoft #USNonFarmPayrollReport
Microsoft $MSFT 🇺🇸
🔻 –16 % depuis les plus hauts. La valorisation dégonfle progressivement dans l’attente des résultats fin janvier 📆
📉 Les corrections sont rares sur Microsoft… et c’est l’un des rares géants tech sur lesquels je n’ai jamais vraiment réussi à me positionner !
🎯 J’aimerais initier une position un peu plus bas. Je vous préviendrai dès que je passe à l’achat 👀
👉 Êtes-vous déjà positionné sur Microsoft ? Quels sont vos zones de prix cibles ? 🤔💬
#Microsoft
🔻 –16 % depuis les plus hauts. La valorisation dégonfle progressivement dans l’attente des résultats fin janvier 📆
📉 Les corrections sont rares sur Microsoft… et c’est l’un des rares géants tech sur lesquels je n’ai jamais vraiment réussi à me positionner !
🎯 J’aimerais initier une position un peu plus bas. Je vous préviendrai dès que je passe à l’achat 👀
👉 Êtes-vous déjà positionné sur Microsoft ? Quels sont vos zones de prix cibles ? 🤔💬
#Microsoft
Microsoft Unleashes Agentic AI Revolution in Retail: What Crypto Traders Should Know
Microsoft has officially entered the next era of intelligent commerce with a full suite of agentic AI tools designed to automate retail operations from merchandising to fulfillment. The launch positions Microsoft as a leader in AI-powered retail, with implications extending beyond traditional markets into the crypto ecosystem.
Key Features Driving Retail Automation
Copilot Checkout – U.S. consumers can now complete purchases directly within Copilot conversations, bypassing traditional checkout pages. This conversational AI feature is expected to boost conversions for partner retailers.
Brand Agents for Shopify – AI assistants trained on product catalogs provide brand-voiced customer support, handle queries, offer product comparisons, and make post-purchase recommendations to increase engagement.
Catalog Enrichment and Store Operations Agents – Public preview tools can extract product data from images and manage inventory through natural language commands, streamlining operations.
Partners for this rollout include PayPal, Shopify, Stripe, and retailers such as Etsy and Urban Outfitters, signaling strong ecosystem integration.
Strategic Rollout and NRF Showcase
These AI solutions debut ahead of NRF 2026 (January 11–13, New York) at booth #4503, alongside partners like Adobe and Coca-Cola. Microsoft Corporate VP Kathleen Mitford emphasized the goal of unifying retail chains with AI to enhance efficiency across the entire value chain.
Market Impact and Crypto Relevance
Microsoft’s stock (MSFT) trades at a P/E of 34.47, with earnings due January 28, 2026—investors will watch for AI-driven revenue growth as adoption spreads.
While no direct crypto integrations were announced, the rise of agentic AI opens blockchain synergies:
Autonomous trading agents on platforms like BNB Chain could leverage AI for real-time strategy execution.
Privacy-focused arbitrage using fully homomorphic encryption (FHE) may benefit from AI-driven analysis, offering new DeFi opportunities.
AI-crypto narratives are becoming a growing sector for speculative traders, particularly in tokens related to AI services, retail automation, or smart contract optimization.
Trading Insight: MSFT momentum could influence correlated AI-focused crypto assets, offering potential volatility plays for risk-tolerant traders. $BTC and major altcoins may see secondary impact from increased institutional AI adoption, especially if it drives retail payment flows or DeFi integrations.
#AI #Microsoft #Crypto
Key Features Driving Retail Automation
Copilot Checkout – U.S. consumers can now complete purchases directly within Copilot conversations, bypassing traditional checkout pages. This conversational AI feature is expected to boost conversions for partner retailers.
Brand Agents for Shopify – AI assistants trained on product catalogs provide brand-voiced customer support, handle queries, offer product comparisons, and make post-purchase recommendations to increase engagement.
Catalog Enrichment and Store Operations Agents – Public preview tools can extract product data from images and manage inventory through natural language commands, streamlining operations.
Partners for this rollout include PayPal, Shopify, Stripe, and retailers such as Etsy and Urban Outfitters, signaling strong ecosystem integration.
Strategic Rollout and NRF Showcase
These AI solutions debut ahead of NRF 2026 (January 11–13, New York) at booth #4503, alongside partners like Adobe and Coca-Cola. Microsoft Corporate VP Kathleen Mitford emphasized the goal of unifying retail chains with AI to enhance efficiency across the entire value chain.
Market Impact and Crypto Relevance
Microsoft’s stock (MSFT) trades at a P/E of 34.47, with earnings due January 28, 2026—investors will watch for AI-driven revenue growth as adoption spreads.
While no direct crypto integrations were announced, the rise of agentic AI opens blockchain synergies:
Autonomous trading agents on platforms like BNB Chain could leverage AI for real-time strategy execution.
Privacy-focused arbitrage using fully homomorphic encryption (FHE) may benefit from AI-driven analysis, offering new DeFi opportunities.
AI-crypto narratives are becoming a growing sector for speculative traders, particularly in tokens related to AI services, retail automation, or smart contract optimization.
Trading Insight: MSFT momentum could influence correlated AI-focused crypto assets, offering potential volatility plays for risk-tolerant traders. $BTC and major altcoins may see secondary impact from increased institutional AI adoption, especially if it drives retail payment flows or DeFi integrations.
#AI #Microsoft #Crypto
🚨 New #Aİ benchmark just dropped. And it’s about MONEY. 💰🤖
According to Mustafa Suleyman from #Microsoft , the real test for advanced #AI isn’t conversation anymore.
It’s capability.
👉 Can an AI legally turn $100,000 into $1,000,000 — on its own?
No prompts.
No humans.
Real decisions. Real risk. Real capital.
If an AI can plan, allocate, adapt, and #Compound money…
That’s not a tool.
That’s an economic actor.
So here’s the real question 👇
Would you trust an AI with your capital before you trust a human? 🔥
$BTC
#ViralAiHub
According to Mustafa Suleyman from #Microsoft , the real test for advanced #AI isn’t conversation anymore.
It’s capability.
👉 Can an AI legally turn $100,000 into $1,000,000 — on its own?
No prompts.
No humans.
Real decisions. Real risk. Real capital.
If an AI can plan, allocate, adapt, and #Compound money…
That’s not a tool.
That’s an economic actor.
So here’s the real question 👇
Would you trust an AI with your capital before you trust a human? 🔥
$BTC
#ViralAiHub
#BİNANCE
Guys #Binance will beat the big companies not directly but indirectly.Companies like #Microsoft #Google etc because it is providing infinite services for it's customers.
Guys #Binance will beat the big companies not directly but indirectly.Companies like #Microsoft #Google etc because it is providing infinite services for it's customers.
🏢 Top 10 Biggest Companies in the World 💰👇
1️⃣ Apple 🍎 – ~$3.0 Trillion
2️⃣ Microsoft 🪟 – ~$2.8 Trillion
3️⃣ Saudi Aramco ⛽ – ~$2.0 Trillion
4️⃣ Alphabet (Google) 🔍 – ~$1.9 Trillion
5️⃣ Amazon 📦 – ~$1.7 Trillion
6️⃣ NVIDIA 🎮 – ~$1.6 Trillion
7️⃣ Meta (Facebook) 🌐 – ~$1.2 Trillion
8️⃣ Berkshire Hathaway 🏦 – ~$900 Billion
9️⃣ Tesla 🚗 – ~$850 Billion
🔟 TSMC 🧠 – ~$700 Billion
📊 Market capitalization reflects investor confidence, innovation, and long-term growth — but leadership can change quickly in global markets.
#Apple #Microsoft #Amazon #Google #WorldEconomy
$USDC
1️⃣ Apple 🍎 – ~$3.0 Trillion
2️⃣ Microsoft 🪟 – ~$2.8 Trillion
3️⃣ Saudi Aramco ⛽ – ~$2.0 Trillion
4️⃣ Alphabet (Google) 🔍 – ~$1.9 Trillion
5️⃣ Amazon 📦 – ~$1.7 Trillion
6️⃣ NVIDIA 🎮 – ~$1.6 Trillion
7️⃣ Meta (Facebook) 🌐 – ~$1.2 Trillion
8️⃣ Berkshire Hathaway 🏦 – ~$900 Billion
9️⃣ Tesla 🚗 – ~$850 Billion
🔟 TSMC 🧠 – ~$700 Billion
📊 Market capitalization reflects investor confidence, innovation, and long-term growth — but leadership can change quickly in global markets.
#Apple #Microsoft #Amazon #Google #WorldEconomy
$USDC
🏢 Top 10 Largest Companies in the World (by Market Cap) 💰👇
1️⃣ Apple 🍎 — ~$3.0T
2️⃣ Microsoft 🪟 — ~$2.8T
3️⃣ Saudi Aramco ⛽ — ~$2.0T
4️⃣ Alphabet (Google) 🔍 — ~$1.9T
5️⃣ Amazon 📦 — ~$1.7T
6️⃣ NVIDIA 🎮 — ~$1.6T
7️⃣ Meta 🌐 — ~$1.2T
8️⃣ Berkshire Hathaway 🏦 — ~$900B
9️⃣ Tesla 🚗 — ~$850B
🔟 TSMC 🧠 — ~$700B
📊 Market cap isn’t just size — it reflects investor confidence, innovation, and long-term growth.
Leadership can shift fast as global trends and technology evolve.
#Stocks #MarketCap #WorldEconomy #Microsoft #Amazon
$VIRTUAL
$EUL
$STX
1️⃣ Apple 🍎 — ~$3.0T
2️⃣ Microsoft 🪟 — ~$2.8T
3️⃣ Saudi Aramco ⛽ — ~$2.0T
4️⃣ Alphabet (Google) 🔍 — ~$1.9T
5️⃣ Amazon 📦 — ~$1.7T
6️⃣ NVIDIA 🎮 — ~$1.6T
7️⃣ Meta 🌐 — ~$1.2T
8️⃣ Berkshire Hathaway 🏦 — ~$900B
9️⃣ Tesla 🚗 — ~$850B
🔟 TSMC 🧠 — ~$700B
📊 Market cap isn’t just size — it reflects investor confidence, innovation, and long-term growth.
Leadership can shift fast as global trends and technology evolve.
#Stocks #MarketCap #WorldEconomy #Microsoft #Amazon
$VIRTUAL
$EUL
$STX
🏢 The World’s Largest Companies by Market Value 💰👇
1️⃣ Apple 🍎 – around $3.0T
2️⃣ Microsoft 🪟 – about $2.8T
3️⃣ Saudi Aramco ⛽ – roughly $2.0T
4️⃣ Alphabet (Google) 🔍 – close to $1.9T
5️⃣ Amazon 📦 – nearly $1.7T
6️⃣ NVIDIA 🎮 – approximately $1.6T
7️⃣ Meta Platforms 🌐 – around $1.2T
8️⃣ Berkshire Hathaway 🏦 – about $900B
9️⃣ Tesla 🚗 – close to $850B
🔟 TSMC 🧠 – roughly $700B
📊 Market capitalization highlights investor trust, innovation strength, and long-term potential — though rankings can shift quickly as global markets evolve.
#Apple #Microsoft #amazon #Google #GlobalMarkets
$USDC
1️⃣ Apple 🍎 – around $3.0T
2️⃣ Microsoft 🪟 – about $2.8T
3️⃣ Saudi Aramco ⛽ – roughly $2.0T
4️⃣ Alphabet (Google) 🔍 – close to $1.9T
5️⃣ Amazon 📦 – nearly $1.7T
6️⃣ NVIDIA 🎮 – approximately $1.6T
7️⃣ Meta Platforms 🌐 – around $1.2T
8️⃣ Berkshire Hathaway 🏦 – about $900B
9️⃣ Tesla 🚗 – close to $850B
🔟 TSMC 🧠 – roughly $700B
📊 Market capitalization highlights investor trust, innovation strength, and long-term potential — though rankings can shift quickly as global markets evolve.
#Apple #Microsoft #amazon #Google #GlobalMarkets
$USDC
The World’s Largest Companies by Market Value
1️⃣ Apple – around $3.0T
2️⃣ Microsoft – about $2.8T
3️⃣ Saudi Aramco – roughly $2.0T
4️⃣ Alphabet (Google) – close to $1.9T
5️⃣ Amazon – nearly $1.7T
6️⃣ NVIDIA – approximately $1.6T
7️⃣ Meta Platforms – around $1.2T
8️⃣ Berkshire Hathaway – about $900B
9️⃣ Tesla – close to $850B
🔟 $TST roughly $700B
📊 Market capitalization highlights investor trust, innovation strength, and long-term potential — though rankings can shift quickly as global markets evolve.
#Apple #Microsoft #amazon #Google #GlobalMarkets
$USDC C
1️⃣ Apple – around $3.0T
2️⃣ Microsoft – about $2.8T
3️⃣ Saudi Aramco – roughly $2.0T
4️⃣ Alphabet (Google) – close to $1.9T
5️⃣ Amazon – nearly $1.7T
6️⃣ NVIDIA – approximately $1.6T
7️⃣ Meta Platforms – around $1.2T
8️⃣ Berkshire Hathaway – about $900B
9️⃣ Tesla – close to $850B
🔟 $TST roughly $700B
📊 Market capitalization highlights investor trust, innovation strength, and long-term potential — though rankings can shift quickly as global markets evolve.
#Apple #Microsoft #amazon #Google #GlobalMarkets
$USDC C
💼 Adopción Corporativa: Michael Saylor, de MicroStrategy, ha revelado que tendrá 3 minutos para presentar ante la junta directiva de Microsoft una propuesta crucial: adoptar Bitcoin como activo de reserva en su tesorería.
¿Podría el gigante tecnológico seguir los pasos de MicroStrategy? El mercado especula sobre el impacto masivo que esto tendría en el precio.
#MicroStrategy #Microsoft #Adopcion #MichaelSaylor #BitcoinTreasuryStrategy $BTC
¿Podría el gigante tecnológico seguir los pasos de MicroStrategy? El mercado especula sobre el impacto masivo que esto tendría en el precio.
#MicroStrategy #Microsoft #Adopcion #MichaelSaylor #BitcoinTreasuryStrategy $BTC
🚨انفجار في قطاع الـ AI: تحالف ضخم بين مايكروسوفت وسولانا يغير قواعد اللعبة
ضجت الأسواق اليوم بخبر تعاون تقني رفيع المستوى بين عملاق البرمجيات "مايكروسوفت" وشبكة "سولانا" (Solana)، يهدف إلى تطوير بنية تحتية لخدمات الذكاء الاصطناعي اللامركزية. هذا الخبر تسبب في قفزة سعرية فورية لعملات هذا القطاع.
لماذا يغير هذا الخبر قواعد اللعبة؟:
دمج الـ AI بالبلوكشين: التحالف يهدف لاستخدام سرعة سولانا الفائقة في معالجة بيانات الذكاء الاصطناعي، مما يعطي شرعية مؤسسية ضخمة للشبكة.
انتعاش عملات الذكاء الاصطناعي: عملات مثل FET وRNDR شهدت ارتفاعاً مزدوج الرقم (Double Digits) فور انتشار الخبر، باعتبارها المستفيد الأول من هذا التكامل.
التبني الجماهيري: مايكروسوفت تخطط لدمج محافظ مشفرة داخل أنظمة ويندوز لتسهيل الوصول إلى تطبيقات سولانا اللامركزية.
الخلاصة: نحن ننتقل من مرحلة "المضاربة" إلى مرحلة "الاستخدام الحقيقي" بدعم من عمالقة التكنولوجيا. هذا التحالف قد يكون المحفز الأكبر لموسم العملات البديلة القادم.
#solana #Microsoft #AI #CryptoNewss #fet.ai
ضجت الأسواق اليوم بخبر تعاون تقني رفيع المستوى بين عملاق البرمجيات "مايكروسوفت" وشبكة "سولانا" (Solana)، يهدف إلى تطوير بنية تحتية لخدمات الذكاء الاصطناعي اللامركزية. هذا الخبر تسبب في قفزة سعرية فورية لعملات هذا القطاع.
لماذا يغير هذا الخبر قواعد اللعبة؟:
دمج الـ AI بالبلوكشين: التحالف يهدف لاستخدام سرعة سولانا الفائقة في معالجة بيانات الذكاء الاصطناعي، مما يعطي شرعية مؤسسية ضخمة للشبكة.
انتعاش عملات الذكاء الاصطناعي: عملات مثل FET وRNDR شهدت ارتفاعاً مزدوج الرقم (Double Digits) فور انتشار الخبر، باعتبارها المستفيد الأول من هذا التكامل.
التبني الجماهيري: مايكروسوفت تخطط لدمج محافظ مشفرة داخل أنظمة ويندوز لتسهيل الوصول إلى تطبيقات سولانا اللامركزية.
الخلاصة: نحن ننتقل من مرحلة "المضاربة" إلى مرحلة "الاستخدام الحقيقي" بدعم من عمالقة التكنولوجيا. هذا التحالف قد يكون المحفز الأكبر لموسم العملات البديلة القادم.
#solana #Microsoft #AI #CryptoNewss #fet.ai
الطاقة والمال
☢️ "وادي السيليكون النووي": لماذا تعتبر المفاعلات الصغيرة (SMRs) هي الحل الوحيد لإنقاذ الذكاء الاصطناعي من الجوع؟
بعد عقود من النبذ، تعيش الطاقة النووية لحظة "النهضة". السبب ليس حب البيئة، بل "الخوف من الظلام".
مراكز بيانات الذكاء الاصطناعي تلتهم الكهرباء بمعدل أسرع بمرتين من نمو الطاقة العالمي، والطاقة الشمسية والرياح (المتقطعة) فشلت في المهمة.
الحل؟ استبدال "كاتدرائيات الطاقة" العملاقة بـ "أجهزة منزلية" نووية صغيرة، تُصنع في المصانع وتشحن بالشاحنات.
دعونا نقوم بـ "تشريح دقيق" لهذا الرهان التريليوني على الذرة ⚛️🏗️:
1️⃣ أولاً: نهاية المشاريع العملاقة - "وادي الموت" المالي 💸💀
المفاعلات التقليدية (مثل Vogtle) كلفت 30 مليار دولار واستغرقت عقوداً. لا مستثمر يريد هذا الصداع.
الحل: المفاعلات الصغيرة المعيارية (SMRs).
الميزة: بناء في 3-5 سنوات، وتكلفة أولية معقولة. الفكرة هي الانتقال من "اقتصاديات الحجم" (بناء مفاعل ضخم) إلى "اقتصاديات الإنتاج الكمي" (بناء آلاف الوحدات في المصنع).
2️⃣ ثانياً: العمالقة يدفعون الفاتورة - مايكروسوفت وجوجل ☁️💰
لأول مرة، القطاع الخاص يقود النووي:
مايكروسوفت: أعادت إحياء مفاعل "Three Mile Island".
جوجل وأمازون: وقعوا عقود شراء طاقة (PPAs) لمدة 20 عاماً مع شركات SMR.
السبب: استعلام واحد على ChatGPT يستهلك 10 أضعاف بحث جوجل. البطاريات لا تكفي، والنووي هو المصدر الوحيد لطاقة "الحمل الأساسي" (Baseload) النظيفة 24/7.
3️⃣ ثالثاً: معضلة الوقود - الفخ الروسي 🇷🇺⚠️
الغرب يمتلك التكنولوجيا، لكنه لا يملك الوقود.
روسيا: تسيطر على 40% من قدرة التخصيب العالمية.
كازاخستان والنيجر: مناطق مضطربة تزود العالم باليورانيوم.
بدون تأمين سلسلة توريد وقود HALEU (يورانيوم عالي التخصيب)، ستختنق ثورة SMR في مهدها.
4️⃣ رابعاً: الجائزة الكبرى - الحرارة الصناعية 🔥🏭
الكهرباء هي 20% فقط من الطاقة. الـ 80% الباقية هي "حرارة صناعية" (لصناعة الصلب والأسمنت).
المفاعلات المبردة بالغاز (HTGR) يمكنها توفير بخار بدرجة 750 مئوية.
حجم السوق: فرصة استثمارية بـ 1.5 تريليون دولار. إذا لم تنجح المفاعلات في هذا، فالحياد الكربوني مستحيل رياضياً.
🔴 الخلاصة الاستراتيجية:
نحن ننتقل من عالم "بناء المحطات" إلى عالم "تصنيع المحطات".
السنوات الخمس القادمة (2025-2030) هي الحاسمة. إذا نجحت المصانع في إنتاج مفاعلات مثل السيارات، فسنشهد عصراً جديداً من الطاقة الوفيرة. إذا فشلت، فالعالم سيعود لحرق الغاز والفحم، ولكن بتكلفة أعلى بكثير.
💡 السؤال لك: هل ستسمح بقبول مفاعل نووي صغير "آمن" (بحجم حاوية شحن) ليغذي حيك السكني، أم أن "متلازمة الخوف النووي" ستظل عائقاً أمام هذا الحل؟ شاركنا رأيك. 👇
#الطاقة_النووية #SMR #الذكاء_الاصطناعي #Microsoft $BTC #Google $ETH $BNB
بعد عقود من النبذ، تعيش الطاقة النووية لحظة "النهضة". السبب ليس حب البيئة، بل "الخوف من الظلام".
مراكز بيانات الذكاء الاصطناعي تلتهم الكهرباء بمعدل أسرع بمرتين من نمو الطاقة العالمي، والطاقة الشمسية والرياح (المتقطعة) فشلت في المهمة.
الحل؟ استبدال "كاتدرائيات الطاقة" العملاقة بـ "أجهزة منزلية" نووية صغيرة، تُصنع في المصانع وتشحن بالشاحنات.
دعونا نقوم بـ "تشريح دقيق" لهذا الرهان التريليوني على الذرة ⚛️🏗️:
1️⃣ أولاً: نهاية المشاريع العملاقة - "وادي الموت" المالي 💸💀
المفاعلات التقليدية (مثل Vogtle) كلفت 30 مليار دولار واستغرقت عقوداً. لا مستثمر يريد هذا الصداع.
الحل: المفاعلات الصغيرة المعيارية (SMRs).
الميزة: بناء في 3-5 سنوات، وتكلفة أولية معقولة. الفكرة هي الانتقال من "اقتصاديات الحجم" (بناء مفاعل ضخم) إلى "اقتصاديات الإنتاج الكمي" (بناء آلاف الوحدات في المصنع).
2️⃣ ثانياً: العمالقة يدفعون الفاتورة - مايكروسوفت وجوجل ☁️💰
لأول مرة، القطاع الخاص يقود النووي:
مايكروسوفت: أعادت إحياء مفاعل "Three Mile Island".
جوجل وأمازون: وقعوا عقود شراء طاقة (PPAs) لمدة 20 عاماً مع شركات SMR.
السبب: استعلام واحد على ChatGPT يستهلك 10 أضعاف بحث جوجل. البطاريات لا تكفي، والنووي هو المصدر الوحيد لطاقة "الحمل الأساسي" (Baseload) النظيفة 24/7.
3️⃣ ثالثاً: معضلة الوقود - الفخ الروسي 🇷🇺⚠️
الغرب يمتلك التكنولوجيا، لكنه لا يملك الوقود.
روسيا: تسيطر على 40% من قدرة التخصيب العالمية.
كازاخستان والنيجر: مناطق مضطربة تزود العالم باليورانيوم.
بدون تأمين سلسلة توريد وقود HALEU (يورانيوم عالي التخصيب)، ستختنق ثورة SMR في مهدها.
4️⃣ رابعاً: الجائزة الكبرى - الحرارة الصناعية 🔥🏭
الكهرباء هي 20% فقط من الطاقة. الـ 80% الباقية هي "حرارة صناعية" (لصناعة الصلب والأسمنت).
المفاعلات المبردة بالغاز (HTGR) يمكنها توفير بخار بدرجة 750 مئوية.
حجم السوق: فرصة استثمارية بـ 1.5 تريليون دولار. إذا لم تنجح المفاعلات في هذا، فالحياد الكربوني مستحيل رياضياً.
🔴 الخلاصة الاستراتيجية:
نحن ننتقل من عالم "بناء المحطات" إلى عالم "تصنيع المحطات".
السنوات الخمس القادمة (2025-2030) هي الحاسمة. إذا نجحت المصانع في إنتاج مفاعلات مثل السيارات، فسنشهد عصراً جديداً من الطاقة الوفيرة. إذا فشلت، فالعالم سيعود لحرق الغاز والفحم، ولكن بتكلفة أعلى بكثير.
💡 السؤال لك: هل ستسمح بقبول مفاعل نووي صغير "آمن" (بحجم حاوية شحن) ليغذي حيك السكني، أم أن "متلازمة الخوف النووي" ستظل عائقاً أمام هذا الحل؟ شاركنا رأيك. 👇
#الطاقة_النووية #SMR #الذكاء_الاصطناعي #Microsoft $BTC #Google $ETH $BNB
🚨 JUST IN: @nvidia $NVDA has officially flipped @Microsoft $MSFT to become the world’s most valuable company!
From GPUs to global dominance — AI is rewriting the leaderboard.
#NVIDIA #Microsoft #AI #stockmarket $BTC
$ETH
$SOL
From GPUs to global dominance — AI is rewriting the leaderboard.
#NVIDIA #Microsoft #AI #stockmarket $BTC
$ETH
$SOL
#Microsoft JUST IN: Microsoft $MSFT becomes the second company in history to reach a $4 trillion market cap.
#4TrillionMilestone
#4TrillionMilestone
Most of the Famous Stocks such #NVIDIA #MICROSOFT #Tesla etc are down on closing bell but Cryptos now "Drill Baby Drill" up.
Crypto News: MicroStrategy to Raise $2 Billion for Bitcoin Purchases 🚀
Good Morning! 🌞
MicroStrategy Inc. has announced plans to raise $2 billion through issuing preferred stock to purchase more Bitcoin. The company aims to expand its Bitcoin holdings, which already total approximately 447,470 BTC. Stay tuned for more updates on this significant move in the crypto world! 📊💼
#Microsoft #buyBTC #BTC100KTrumpEffect #BinanceMegadropSolv #NonFarmPayrollsImpact
$BTC
Good Morning! 🌞
MicroStrategy Inc. has announced plans to raise $2 billion through issuing preferred stock to purchase more Bitcoin. The company aims to expand its Bitcoin holdings, which already total approximately 447,470 BTC. Stay tuned for more updates on this significant move in the crypto world! 📊💼
#Microsoft #buyBTC #BTC100KTrumpEffect #BinanceMegadropSolv #NonFarmPayrollsImpact
$BTC
RECENTLY: Microsoft appointed former Meta executive Jay Parikh to lead its new AI engineering division, advancing its focus on generative AI and infrastructure development.
#AI #Microsoft
#AI #Microsoft
$BTC Michael Saylor de MicroStrategy insinúa posible compra de Bitcoin tras listado en Nasdaq-100
Michael Saylor, cofundador de MicroStrategy, ha generado especulaciones sobre otra gran compra de Bitcoin.
Esto sigue al reciente listado de la empresa en el Nasdaq-100 Index, un hito significativo que destaca su creciente influencia en los sectores tecnológico y financiero.
MicroStrategy busca comprar más Bitcoin
El 15 de diciembre, Saylor cuestionó crípticamente si SaylorTracker, un rastreador de portafolio que destaca cada compra de Bitcoin por parte de la empresa, estaba perdiendo un marcador verde.
Estos marcadores han significado tradicionalmente nuevas compras de Bitcoin, lo que ha llevado a especulaciones en la comunidad cripto sobre una compra inminente.
En las últimas cinco semanas, Saylor ha dejado sutiles pistas en las redes sociales sobre compras de Bitcoin, seguidas de anuncios oficiales de adquisiciones a gran escala. Durante este período, MicroStrategy expandió sus holdings de Bitcoin a más de 171,000 BTC, invirtiendo más de 15 mil millones de dólares.#Microstretagy #MicroStrategy #Microsoft #MentoriaRework #MentoriaDiamantina
Michael Saylor, cofundador de MicroStrategy, ha generado especulaciones sobre otra gran compra de Bitcoin.
Esto sigue al reciente listado de la empresa en el Nasdaq-100 Index, un hito significativo que destaca su creciente influencia en los sectores tecnológico y financiero.
MicroStrategy busca comprar más Bitcoin
El 15 de diciembre, Saylor cuestionó crípticamente si SaylorTracker, un rastreador de portafolio que destaca cada compra de Bitcoin por parte de la empresa, estaba perdiendo un marcador verde.
Estos marcadores han significado tradicionalmente nuevas compras de Bitcoin, lo que ha llevado a especulaciones en la comunidad cripto sobre una compra inminente.
En las últimas cinco semanas, Saylor ha dejado sutiles pistas en las redes sociales sobre compras de Bitcoin, seguidas de anuncios oficiales de adquisiciones a gran escala. Durante este período, MicroStrategy expandió sus holdings de Bitcoin a más de 171,000 BTC, invirtiendo más de 15 mil millones de dólares.#Microstretagy #MicroStrategy #Microsoft #MentoriaRework #MentoriaDiamantina
Con chip mới của Microsoft rút ngắn thời gian để khiến Bitcoin chống lại lượng tử
Alexander Leishman, CEO của River, cho biết mặc dù mối đe dọa tiền điện tử lượng tử vẫn còn cách xa nhiều năm nữa nhưng các giải pháp cần phải được thảo luận ngay bây giờ.
Theo sàn giao dịch Bitcoin River, chip máy tính lượng tử mới của Microsoft có thể đẩy nhanh tiến độ khiến Bitcoin trở nên kháng lượng tử.
Theo Cointelegraph đưa tin, Microsoft đã ra mắt chip điện toán lượng tử (QC) Majorana 1 vào ngày 19 tháng 2, gia nhập nhóm các công ty khác theo đuổi công nghệ này, bao gồm cả Google, công ty đã ra mắt chip Willow vào tháng 12.
Trong bài đăng ngày 20 tháng 2 trên X, River cho biết mặc dù bước đột phá về máy tính lượng tử đe dọa đến mật mã vẫn còn nhiều năm nữa mới đạt được, nhưng con chip mới có thể rút ngắn mốc thời gian đó.
“Con chip Majorana 1 hiện vẫn còn kém xa quy mô đó, nhưng có thể đạt mốc 1 triệu vào năm 2027-2029 [...] Khi chạy trong vài ngày đến vài tuần, một QC 1 triệu qubit có khả năng bẻ khóa các địa chỉ Bitcoin thông qua một cuộc tấn công tầm xa”, báo cáo cho biết.
“Bước đột phá này rút ngắn thời gian để Bitcoin chống lại lượng tử. Ngay cả khi phải mất một thập kỷ, việc giải quyết các lỗ hổng sớm là rất quan trọng”, nền tảng này cho biết.
Mối đe dọa lượng tử bị thổi phồng quá mức, các nhà phê bình cho biết
Nỗi lo sợ rằng máy tính lượng tử có thể dẫn đến một bữa tiệc buffet cho tội phạm tiền điện tử không phải là mới, nhưng những người chỉ trích lý thuyết này cho rằng điều đó sẽ không còn là vấn đề trong tương lai. #Microsoft
Alexander Leishman, CEO của River, cho biết mặc dù mối đe dọa tiền điện tử lượng tử vẫn còn cách xa nhiều năm nữa nhưng các giải pháp cần phải được thảo luận ngay bây giờ.
Theo sàn giao dịch Bitcoin River, chip máy tính lượng tử mới của Microsoft có thể đẩy nhanh tiến độ khiến Bitcoin trở nên kháng lượng tử.
Theo Cointelegraph đưa tin, Microsoft đã ra mắt chip điện toán lượng tử (QC) Majorana 1 vào ngày 19 tháng 2, gia nhập nhóm các công ty khác theo đuổi công nghệ này, bao gồm cả Google, công ty đã ra mắt chip Willow vào tháng 12.
Trong bài đăng ngày 20 tháng 2 trên X, River cho biết mặc dù bước đột phá về máy tính lượng tử đe dọa đến mật mã vẫn còn nhiều năm nữa mới đạt được, nhưng con chip mới có thể rút ngắn mốc thời gian đó.
“Con chip Majorana 1 hiện vẫn còn kém xa quy mô đó, nhưng có thể đạt mốc 1 triệu vào năm 2027-2029 [...] Khi chạy trong vài ngày đến vài tuần, một QC 1 triệu qubit có khả năng bẻ khóa các địa chỉ Bitcoin thông qua một cuộc tấn công tầm xa”, báo cáo cho biết.
“Bước đột phá này rút ngắn thời gian để Bitcoin chống lại lượng tử. Ngay cả khi phải mất một thập kỷ, việc giải quyết các lỗ hổng sớm là rất quan trọng”, nền tảng này cho biết.
Mối đe dọa lượng tử bị thổi phồng quá mức, các nhà phê bình cho biết
Nỗi lo sợ rằng máy tính lượng tử có thể dẫn đến một bữa tiệc buffet cho tội phạm tiền điện tử không phải là mới, nhưng những người chỉ trích lý thuyết này cho rằng điều đó sẽ không còn là vấn đề trong tương lai. #Microsoft
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