2030

On October 21, Intel announced that construction workers have installed the first major structural truss at the new chip factory in New Albany, Ohio, marking the start of the next phase of construction. Naga Chandrasekaran, head of Intel's foundry, stated on the company's website that this is another step towards expanding advanced semiconductor manufacturing capacity in the United States.The factory was originally scheduled to begin chip production in 2025, but Intel has now postponed the completion target to 2030. The second Ohio wafer fab at the same site is planned to be completed by 2031, located northeast of Columbus. The delay is related to a recalibration of the foundry business under CEO Lip-Bu Tan. After taking over in 2025, Tan adopted a more cautious strategy, preferring to advance large-scale factory construction only after customer demand is clear. The project was initially driven by former CEO Pat Gelsinger, aimed at providing foundry services for external customers.As of the end of 2025, Intel has been mass-producing the most advanced 18A chips at its Arizona wafer fab, primarily for its own processors, and has not yet secured large external customers. Chandrasekaran also announced on the same day that operations for the next wafer fab in Arizona are expected to begin by the end of 2028, with construction and equipment installation currently underway. In September 2025, reports indicated that SK Hynix might be in talks with Intel to lease part of the foundry space at the Ohio plant for producing memory chips, but neither party has confirmed any plans.

According to a report by the Financial Associated Press, Microsoft has withdrawn from a large artificial intelligence data center project developed by the UK data center company Nscale in Essex, with reports indicating that the withdrawal is related to concerns over power supply. Officials from the UK National Grid had informed Nscale that the power supply for the data center is not expected to be in place until the 2030s. Nscale is exploring whether it can generate power on-site and whether it can expedite the grid connection process.The project was previously referred to by the UK government as the largest data center in the UK, originally scheduled to open next year. As of the report, the site still appears to be just a scaffolding yard. Microsoft had originally planned to fund the construction of a supercomputer, but the collaboration has now been terminated. Following the termination of the related computing power transaction, Nscale lost its only publicly announced client for the data center in Essex. Nscale stated that its relationship with Microsoft remains strong and long-lasting, and the two parties will continue to collaborate on other overseas projects, with Microsoft still participating in another project in Norway.The Starmer government highlighted this project when announcing the UK's 2025 artificial intelligence strategy, calling it the largest autonomous artificial intelligence data center in the UK. Nscale has received support from several tech companies, including Nvidia, and plans to go public in the US this year, with a valuation potentially reaching $35 billion.

Blue Origin aims to increase the launch frequency of the New Glenn heavy rocket to multiple times a week by 2030, challenging SpaceX's market position. The company has invested over $3 billion in Florida and plans to add another $330 million to expand its facilities.

According to a report by The Block, Standard Chartered Bank has postponed its prediction for the stablecoin market to reach a scale of $2 trillion from 2028 to 2030. Geoffrey Kendrick, the bank's global head of digital asset research, stated that the $2 trillion scale estimate remains unchanged, but he believes the market will need an additional two years to reach it. Over the past 12 months, the supply of stablecoins has remained in the range of $300 billion to $320 billion, currently around $309 billion. Kendrick believes this slowdown is cyclical rather than structural, as it occurs during a period of weak activity in the cryptocurrency market.Kendrick pointed out that despite the stagnation in supply growth, the use and trading activity of stablecoins continue to rise. The on-chain original transfer amount set a monthly record of $19 trillion in May, with an average monthly scale of nearly $10 trillion this year, higher than the $4 trillion expected in 2025.The monthly average circulation velocity, which measures the number of times each dollar of stablecoin is transferred, has doubled this year to about 30 times, compared to 15 times in 2025, with USDT maintaining around 7 times, while USDC has increased from 45 times to about 80 times. Kendrick stated that the differences stem from different uses, with USDT primarily used for dollar savings in emerging markets, while USDC is more used for payments, financial transactions, and early payments between AI agents.Kendrick expects that competition in stablecoin payments and trading in developed markets will be the most intense, with potential challengers including Open USD, stablecoin infrastructure provider M^0, and the A+ network, which plans to allow banks to issue shared stablecoins and retain reserve earnings.

The account pequityresearch stated that Bloomberg's research institution, Bloomberg Intelligence, predicts that the high bandwidth memory market will reach $64.1 billion by 2030, up from the previous forecast of $26 billion.The forecast cited by this account also shows that Bloomberg Intelligence expects the prices of HBM3E and HBM4 to rise by 30% to 45% in 2027, with the average price of high bandwidth memory increasing from $15.46 in 2026 to $34.94 in 2030.

According to Bitcoin Magazine, Willem Middelkoop, founder of the Commodity Discovery Fund and author of The Big Reset, stated in an interview with Bitcoin Magazine that central banks are purchasing gold at a record pace but are unwilling to hold Bitcoin. The reason is that central banks prefer to hold assets that they can control, while the price, supply, and market of Bitcoin are beyond their control.Middelkoop pointed out that institutional investors are entering this market through Bitcoin ETFs, and the fund he manages has also allocated Bitcoin. He mentioned that currency devaluation trades are driving Bitcoin, gold, and commodities into a bull market, and discussed topics such as BRICS nations, de-dollarization, and declining demand for U.S. Treasury bonds.He proposed a 25% investment portfolio model that includes real estate, gold, stocks, and Bitcoin, and provided a target price of $1 million for Bitcoin by 2030. The interview also covered topics such as oil prices, the situation in Iran and the Gulf, as well as the Bitcoin Amsterdam conference and "Mad Max"-style Bitcoin scenarios.

According to The Block, Morgan Stanley's Digital Assets Strategy Chief Amy Oldenburg stated that by 2030, the market size for tokenized real-world assets (RWA) will reach between $3 trillion and $10 trillion, a prediction that is "undoubtedly" accurate.She pointed out that the growth momentum within the industry is mutually reinforcing, with current institutional investors' attention and enthusiasm for participation in related fields continuing to rise, leading to a noticeable FOMO (fear of missing out) sentiment in the institutional market.Previously, Morgan Stanley anticipated that it would begin supporting tokenized stock trading on its Alternative Trading System (ATS) in the first quarter of 2027, which is a delay from the previously announced plan for the second half of 2026.

Calamos Investments CEO John Koudounis reiterated his long-term bullish outlook on Bitcoin, predicting that the price of Bitcoin will reach $1 million by 2030. He stated that banks issuing loans backed by Bitcoin, the decrease in Bitcoin volatility, and new ETF products could open the door for the largest globally managed funds to enter the market.Koudounis introduced that Calamos decided to invest only after eight years of researching Bitcoin and launched the world's first downside-protected Bitcoin ETF, offering protection levels of 100%, 90%, and 80%. He also discussed the shift in financing from convertible bonds to perpetual preferred stocks, as well as the rising interest in Bitcoin from sovereign wealth funds and large banks.Additionally, he discussed the Clarity Act and Bitcoin's commodity attributes, capital controls, the issues of Cyprus and de-banking, and compared Bitcoin to gold, believing that Bitcoin's scarcity is superior to that of gold. He also pointed out that financial advisors still generally avoid Bitcoin.

Anthony Bassili, President of Coinbase Asset Management, stated that his team has a price target for Bitcoin to exceed $300,000 by 2030. He also pointed out that as the market capitalization of Bitcoin continues to expand, its cyclical return rates will keep narrowing, and achieving parity with gold is a longer-term process.In the interview, Bassili also discussed how pension funds, endowment funds, and sovereign funds allocate Bitcoin, as well as the common allocation ratio of 1% to 5% of Bitcoin adopted by wealth advisors. He introduced the user base and operational logic of the Coinbase Bitcoin Yield Fund and discussed the time required for tokenized products, such as tokenized funds and iCapital linked funds, to reach advisory channels.Additionally, he analyzed the correlation between Bitcoin and gold in the era of fiscal dominance and mentioned the value storage index that incorporates Bitcoin and gold into the same vehicle.

According to Bitcoin Magazine, Market Disruptors podcast host Mark Moss stated that despite the recent interest rate hike by the Federal Reserve, Bitcoin continues to rise. He believes that most people misinterpret the reasons for the long-term increase in interest rates, suggesting that a booming economy could be one of the answers, and noted that Bitcoin benefits from both currency devaluation trades and an optimistic technological future.Moss pointed out that the United States is facing $40 trillion in debt, and that a monetary reset is a process rather than a single event. He outlined four ways to address the debt issue, focusing on the trends from 2029 to 2030. He also discussed stablecoins and the Genius Act, believing that approximately 6 billion people worldwide want to hold U.S. dollars.He mentioned that institutions are buying Bitcoin while retail investors are selling, and referenced Bitcoin's S-curve and compound annual growth rate, providing a price target of $1 million.

According to CoinDesk, Ethereum co-founder Vitalik Buterin has released a long-term roadmap, referred to as Streamlining Ethereum. The vision proposes that by 2030, Ethereum will surpass a mere blockchain ledger and plans to completely restructure the protocol in the next three to four years.The transformation includes expanding transaction throughput by approximately 1000 times, introducing zero-knowledge proofs to enhance privacy and combat quantum computing threats. By 2030, the network is expected to accommodate 2TB of traditional dynamic state data, along with an additional 100TB of new scalable storage, to achieve underlying state separation and optimization. The vision also aims to establish Ethereum as an infrastructure driven by cryptographic validation, with applications extending from finance to social systems. Most developers support this plan, although some voices believe the implementation timeline is somewhat delayed.

Bitwise has submitted the final prospectus for its NEAR spot ETF and has also released a 39-page investment report on NEAR, co-authored by Bitwise Chief Investment Officer Matt Hougan.The report provides various scenario forecasts for NEAR: under the baseline scenario, NEAR is expected to reach $155 by 2030; under the extreme bullish scenario, the target price is $562; while the bearish scenario predicts $1.63.The report does not shy away from the risks of a significant decline in NEAR's price. In the extreme bullish scenario, Bitwise compares NEAR to Visa. The report notes that Visa processed payment transactions totaling $15.7 trillion in 2024, with a current market capitalization of approximately $701 billion, and uses this as one of the references for assessing NEAR's potential future value. The report also includes a product page for Bitwise's European NEAR ETP at the end.

The report "Eye on the Market" by Michael Cembalest from JPMorgan Private Bank was released on September 10, 2026, stating that Anthropic has committed to approximately 15 GW of additional power access, estimating the costs for cloud, chips, and data center leasing at around $500 billion, up from 1-2 GW previously. OpenAI aims to reach 30 GW by 2030, with data center spending of about $750 billion. Most of the power comes from grid or behind-the-meter natural gas generation, with nearly all of the on-site 75 GW being gas equipment, including deals like the $100 billion / 5000 MW agreement with Amazon AWS.The report also mentioned that OpenAI has not released a model claiming to provide a proof for the Navier-Stokes Millennium Prize Problem, which is under mathematical review, and there are rumors of progress on the Hodge Conjecture, while Anthropic has made progress on the Birch and Swinnerton-Dyer Conjecture. GPT-6 Astra scored 62% on the ARC-AGI-3 standard harness and 99% on the Provider Adapter. Francois Chollet pointed out that AGI progress is faster than expected.

NVIDIA CEO Jensen Huang once again refuted claims that artificial intelligence could lead to the end of the world, stating that the possibility of AI destroying the world before 2030 is zero. He emphasized that the industry should accelerate its development while ensuring product safety.

Micron Technology will announce its fiscal fourth-quarter results on September 30. NVIDIA CFO Colette Kress stated during the fiscal second-quarter conference call on August 26 that the company is seeing "extreme pricing conditions in memory," with price increases exceeding previous expectations, and that "will further rise next year." Pricing pressure has been reflected in NVIDIA's margins, with Kress guiding that gross margins will bottom out in the fourth quarter in the range of 71%-72%, before recovering to 72%-73% in fiscal year 2028.Kress indicated that the current memory shortage is largely driven by AI infrastructure itself. SK Hynix expects the memory market to reach supply-demand balance no earlier than 2030 and has invested approximately $38.3 billion to expand its two domestic bases in South Korea through 2031. SK Hynix holds about 50% of the high-bandwidth memory market share, leading Samsung's 33% and Micron's 18%.

Geoff Kendrick, the Global Head of Digital Assets Research at Standard Chartered, stated that ARB is expected to reach $10 by the end of 2030. This prediction is based on a reference price of $0.14, which is approximately 48 times the current price of $0.21; its annual targets also include $0.5 in 2026, $1.5 in 2027, $3.5 in 2028, and $6.5 in 2029.Arbitrum's monthly revenue is expected to reach $5 million, more than five times the growth before the launch of Robinhood Chain. Robinhood Chain launched its public blockchain mainnet on July 1, based on the Arbitrum platform, targeting tokenized assets and decentralized finance applications; according to the Expansion Program, 10% of the protocol's net revenue is returned to the Arbitrum ecosystem, with 8% going to the ArbitrumDAO treasury and 2% supporting the Arbitrum Developer Guild.ARB is the ERC-20 governance token used for voting on ArbitrumDAO proposals, and currently does not represent ownership of on-chain assets, nor does it have a mechanism for directly capturing Arbitrum revenue. Standard Chartered pointed out that the slowdown in the tokenization process, competitive blockchains, and the lack of a direct value capture mechanism for ARB are the main risks facing this prediction.

Standard Chartered Bank has initiated coverage of Arbitrum's ARB token, predicting it will rise from approximately $0.14 to $10 by the end of 2030, citing revenue from networks like Robinhood Chain.The bank also warns that ARB holders cannot directly share in Arbitrum's revenue, and there are risks such as a slowdown in the tokenization process and competition from peers.

Strive CEO Matt Cole stated in an interview with Bitcoin Magazine that its benchmark scenario expects Bitcoin to achieve approximately 50% annualized returns by 2030. He presented a macro argument consisting of three parts, involving the U.S. dollar, long-term Treasury yields, and Bitcoin re-emerging as the "fastest horse" against gold.Matt Cole believes that when the Federal Reserve and the Treasury finally intervene to suppress long-term rates, the U.S. dollar will become the release valve, and scarce assets will surge significantly, allowing Bitcoin to once again play its role as the fastest asset against gold. The interview was hosted by Grace Remington and Sean Hagan and was published on September 15, 2026.

According to The Block, Standard Chartered Bank has initiated coverage research on the Arbitrum (ARB) token for the first time, giving a target price of $10 by the end of 2030, which is approximately a 70-fold increase from the current price.Geoff Kendrick, the global head of digital asset research at the bank, stated in a report to clients that ARB is expected to outperform Bitcoin and Ethereum during the forecast period. Standard Chartered also predicts that Ethereum will reach $4,000 by the end of 2026 and $40,000 by the end of 2030, while Bitcoin will reach $100,000 by the end of 2026 and $500,000 by the end of 2030.Kendrick pointed out that Arbitrum is acting as an enterprise-level infrastructure provider, helping traditional financial institutions migrate assets on-chain. According to the Arbitrum expansion plan, the network can receive a rolling fee equivalent to 10% of net protocol revenue from external chains using its tech stack. After the launch of Robinhood Chain on July 1, Standard Chartered estimates that Arbitrum could earn about $5 million in AEP fees in September; the average daily fee revenue for Robinhood Chain in the first two weeks of September was $2.8 million, and Arbitrum's monthly total revenue has increased more than fivefold compared to the levels before the chain's launch.