Techub News

撰文：Benji Siem @IOSG

引言

本研究始于一个朴素的观察：电力系统正在被要求完成一项它从未被设计来执行的任务。

随着可再生能源渗透率的加速提升、电气化进程的全面推进，以及 AI 驱动的数据中心需求激增，传统的「建设更多发电和输电设施以满足峰值负荷」的模式正在瓦解。基础设施建设周期过长，并网排队积压严重，资本密集度居高不下。

在这一背景下，灵活性（Flexibility）——即实时动态调节供需的能力——已从辅助功能跃升为电网可靠性的核心支柱。过去主要依赖大型工业负荷和调峰电厂的灵活性供给，正在演变为一个复杂的多层级市场，分布式能源资源（DER）、软件

Tax Court's ruling determines that overseas blockchain enterprises are subject to Korean corporate tax, emphasizing the importance of the actual place of business management rather than the place of corporate registration. The article points out that true "going global" requires survival and establishment in new markets, rather than merely avoiding regulation through company registration.

預測市場正迎來新一輪競爭，Kalshi與Polymarket在用戶增長上各有策略。Kalshi與Cash App合作，便於用戶入金；Polymarket則通過AI Agent，實現全天候交易。調查顯示36%美國選民已參與預測市場，未來兩者需爭奪剩餘用戶。

Deling Holdings adjusted the use of net proceeds from the placement. HK$1.1664 billion has been utilized, with the remaining HK$371 million reallocated, primarily for investment in power stations, AI data centers, and share buyback programs. This adjustment reflects market changes and a shift in business focus toward AI infrastructure and traditional finance. The company plans to repurchase approximately 148.3 million shares to enhance shareholder value.

A man has accused his estranged wife of stealing approximately 2,323 bitcoins by secretly recording his Trezor hardware wallet's seed phrase. The man heard his wife admit to the transfer in a recording, and police subsequently arrested his wife and seized multiple cold wallets. The man filed for a preliminary injunction to preserve assets, and the judge determined that he has a high likelihood of prevailing.

來源：華爾街見聞
撰文：鮑奕龍

在 GTC 2026 大會上，英偉達 CEO 黃仁勳將公司定位為「AI 工廠」構建者，稱「到 2027 年將看到至少 1 萬億美元的高確信度需求」。他提出「Token 工廠經濟學」，強調每瓦性能是商業變現的核心。黃仁勳斷言 Agent（智能體）將終結傳統 SaaS 模式，未來「年薪+Token 預算」將成為職場新標配。


開場致辭

主持人： 歡迎英偉達創始人兼首席執行官黃仁勳登台。

黃仁勳，創始人兼首席執行官：

歡迎來到 GTC。這是一場技術大會，看到這麼多人一大早就排隊入場，非常高興。

今天我們將圍繞三大平

S&P Global's report shows that multiple enterprises are applying for U.S. federal banking licenses, driving stablecoins from speculative assets toward financial infrastructure. The report indicates that regulatory licenses are becoming market entry barriers, with first movers gaining competitive advantages. Participants include payment companies, traditional financial institutions, and crypto enterprises, each with different strategies to enter the market. The report further emphasizes that enterprises mastering regulatory frameworks and payment infrastructure will dominate the future stablecoin market, with domestic practitioners needing to focus on issuer entities and B2B market development.

國際金價小幅回落至5000美元附近，黃金延續調整趨勢，白銀價格波動較大。央行需求和地緣政治不確定性提升了對黃金的偏好，而白銀則受到工業需求影響。投資者處於觀望狀態，市場氛圍仍然偏向防禦。金銀價格未來可能因多種因素而波動，投資者應密切關注宏觀經濟和政策變化。

Bitcoin's hash rate has plummeted 12% from its early March peak, signaling a miner exodus as horizontal price movement has deteriorated mining profitability, impacting network security and market sentiment. Future hash rate changes will depend on Bitcoin's price trajectory.

RoboForce公司籌集5200萬美元以加速開發面向工業的AI機器人，旨在通過“物理AI堆疊”技術，實現重複性和安全關鍵任務的自動化，提升工業勞動效率。該項目整合了先進的計算和仿真技術，主要應用於太陽能安裝、數據中心維護等領域。