delivery

The supply chain reports that Amazon, a leading North American cloud service provider under AWS, has recently expanded the delivery of AI server cabinets, with strong shipping momentum from partners such as TSMC, World Advanced, Wistron, and Hon Hai. Amazon has recently revised its capital expenditure for this year, increasing the original estimate from $200 billion to $220 billion, primarily for AI infrastructure, including data centers, servers, and network equipment.Amazon CEO Andy Jassy is optimistic that the demand for AI computing power will continue to exceed supply until 2027, and he has even seen strong demand for 2028. AWS's AI business and self-developed chip scale have grown to $25 billion, maintaining triple-digit percentage growth. Annapurna Labs' customized ASIC chips are mostly produced by TSMC using advanced 3-nanometer processes.World Advanced is an important partner for AWS's self-developed AI chips and is optimistic that its quarterly revenue and profits will reach new highs this season, with continued growth expected in the fourth quarter. The demand for 3-nanometer AI accelerators is better than previously assessed, and designs can be finalized before the end of the year. AWS's ASIC AI cabinets are assembled by Wistron, which also supplies switch trays, while Hon Hai is involved in CPU trays. Hon Hai's rotating CEO, Liu Young-way, stated that this year's ASIC project has made new progress, setting a target for ASIC server market share at over 40%.

According to the official announcement, Binance has announced the launch of US stock and ETF options trading, offering physically settled options contracts, allowing users to trade call or put options, with the maximum loss limited to the premium.This service is provided through NestTradingLimited as the introducing broker, in collaboration with AlpacaSecurities, supporting currencies such as USDC, USDT, USD1, U, BNB, and is limited to limit orders.

According to the Nikkei, Japan's Financial Services Agency, Ministry of Finance, Bank of Japan, and financial institutions plan to establish a research group in the summer of 2026 to promote the construction of next-generation payment and settlement infrastructure based on blockchain (distributed ledger), with a specific preparation plan expected to be formed in early 2027.The plan initially focuses on government bonds and stock trading, aiming to achieve 24-hour instant settlement of funds and securities. The report notes that although there have been several blockchain financial application trials in the past, this is the first time the Japanese government and central bank have set a clear timeline for the actual implementation of related infrastructure.

According to the "Science and Technology Innovation Board Daily," based on its pioneering fully modular design architecture, Alibaba Cloud has shortened the delivery time of large AIDC data centers to 100 days, while the traditional delivery cycle in China is 6 to 12 months, and in the United States, it is 12 to 18 months. While shortening the construction period, the overall construction cost has been reduced by more than 10%. Alibaba Cloud plans to double the global capacity of modular data centers this year.This modular design refers to parallel production in various stages, with factory manufacturing pre-adjusted to containers, which are then transported to the site for hoisting and assembly, achieving a "building blocks" style of construction. Alibaba Cloud stated that this model will effectively support the rapid expansion demand for AI computing infrastructure.

Driven by strong demand for AI, the MLCC market has seen a surge in price chasing and material grabbing. Industry sources indicate that some customers are willing to pay two to three times the price to secure supplies from major manufacturers like Yageo and Murata, creating a situation where the highest bidder wins. Yageo has admitted that AI-related customers are increasingly looking to lock in capacity in advance to reduce supply risks. Currently, major MLCC manufacturers are fully booked, with capacity nearing full load, and delivery times have extended to 12 to 16 months.In terms of capacity, Yageo expects the utilization rate for standard products this quarter to increase from about 80% in Q2 to over 90%, while special products will maintain a high level above 90%, overall trending towards full capacity. The company is also expanding production, with new capacity set to come online each quarter. Japanese manufacturers are also optimistic, with Murata significantly raising its annual profit forecast, and Taiyo Yuden stating that demand for AI servers has exceeded expectations. Industry insiders point out that large customers typically have a higher priority for capacity allocation, while small and medium-sized customers can only compete for limited supplies by offering higher prices. Yageo has noted that more and more customers wish to secure passive component supplies for the next six months to several years through long-term contracts to mitigate supply chain risks.

According to official news, the global instant delivery track RWA project CCC (Courier Cycle Coin) completed a deep strategic signing ceremony for cross-shareholding with Binance's ALPHA zone Anome on August 5, 2026, achieving deep cooperation. At the same time, both parties jointly launched the three-party co-branded card pre-sale signing ceremony with the global Caishendao organization, completing the inaugural signing ceremony.It is reported that CCC integrates RWA and DeFi, puts the cash flow of electric vehicle rental business on-chain for rights confirmation, and realizes the same source of currency and stock through token dividends, driving business expansion and ecological market value growth with physical profits, thereby building a complete closed-loop operation system.

According to Deribit data, a nominal value of $11.32 billion in cryptocurrency options will expire, including:· BTC options with a nominal value of $9.68 billion, put/call ratio of 0.75, and maximum pain point of $72,000;· ETH options with a nominal value of $1.64 billion, put/call ratio of 0.56, and maximum pain point of $2,000.

Axe Compute (NASDAQ: AGPU) announced that the underlying infrastructure provider for its $260 million enterprise-level contract is the global distributed GPU infrastructure Aethir. It is reported that Axe Compute has confirmed receipt of the first payment of $43 million under the contract, and Aethir has officially initiated the computing power delivery process for the corresponding cluster of 2,304 NVIDIA B300 GPUs, with a target launch time in the third quarter of 2026. The contract has a 36-month fixed payment structure, and it is expected to generate approximately $21 million in revenue each quarter after launch.

According to data from Greeks.live, the nominal value of a total of $7.48 billion in BTC and ETH options is set to expire, with the maximum pain points being $75,000 and $2,200, respectively. Among them, 84,000 BTC options are expiring, with a Put Call Ratio of 0.88 and a maximum pain point of $75,000, representing a nominal value of $6.2 billion; 639,000 ETH options are expiring, with a Put Call Ratio of 0.81 and a maximum pain point of $2,200, representing a nominal value of $1.28 billion.From the main options data, the PCR for BTC/ETH is 0.88 and 0.81, respectively, which is not extremely bearish. The market has not previously made large-scale bets on a one-sided crash; it appears more neutral with a slight defensive stance, and the Skew volatility is not significant, reflecting more of the realization of previously accumulated positions.

According to Cointelegraph, the U.S. Department of Justice disclosed that Elijah Armstrong, Nino Chindavanh, and Jayden Rucker have been charged with home invasion and kidnapping targeting cryptocurrency holders in the San Francisco and Los Angeles areas, involving at least $6.5 million.Prosecutors stated that the three pretended to be delivery personnel to forcibly enter residences and threatened victims with violence to hand over their cryptocurrency wallet recovery phrases. The indictment shows that between November 22 and December 31, 2025, at least four individuals were targeted, with one victim being forced to transfer $6.5 million worth of cryptocurrency.

According to Fortune, the blockchain project Tempo, supported by Stripe and Paradigm, has launched a "stablecoin consulting" service, providing support for stablecoin adoption to enterprises and financial institutions, including identifying applicable scenarios and dispatching engineers to assist with stablecoin integration.The report states that the American food delivery platform DoorDash is collaborating with Tempo to explore paying delivery personnel with stablecoins; Stripe, Coastal Community Bank, and ARQ are also building stablecoin infrastructure based on Tempo, while Visa, OnePay, Felix, Fifth Third Bank, and Howard Hughes Holdings are integrating their payment services with Tempo.

According to a Caixin article titled "Financial Innovation or Insider Trading: The Rise and Controversy of Polymarket," it points out that when insider information can be openly monetized, the boundaries of prediction markets have become blurred. Is this "gambling" disguised in financial clothing, or even suspected insider trading? However, regardless of the legal debate over whether it is gambling, the fact that Polymarket uses USDC stablecoin for settlement and delivery poses a significant legal risk for participants within China.Previously, U.S. Senators Merkley and Klobuchar proposed the "End Prediction Market Corruption Act," which prohibits the President, Vice President, and members of Congress from trading on prediction markets, and requires the prediction market trading activities of their spouses and dependent children to be included in annual financial disclosures.

According to Gate market data, Tesla's pre-market decline in US stocks has widened to 3.2%, with first-quarter delivery numbers being disappointing.

Binance contracts will launch U-based and coin-based quarterly 0925 contracts on March 27, 2026, at 16:00. The U-based contracts include BTCUSDT quarterly 0925 and ETHUSDT quarterly 0925, with a maximum leverage of 50 times.The coin-based contracts include BTCUSD CM quarterly 0925, ETHUSD CM quarterly 0925, BNBUSD CM quarterly 0925, XRPUSD CM quarterly 0925, and SOLUSD CM quarterly 0925, with a maximum leverage of 20 times. Please note that users will not be able to open positions 10 minutes before the delivery, only to reduce positions or close positions.

Musk posted: "The AI recommendation system of X will become outstanding by mid-year and reach an amazing level by the end of the year.Moreover, ads on X will push content that users are truly interested in, rather than irrelevant junk ads."

According to observations from Gate Research Institute, this Friday, the total settlement of BTC and ETH options is approximately $28.5 billion, while the implied volatility (IV) of BTC and ETH has dropped to 43% and 67% respectively, indicating that the market's pricing for short-term volatility is cooling down; in terms of skew structure, the skew of BTC across various maturities has converged to about -4 vol, with the short-term correction being the most pronounced, reflecting a significant decline in short-term bearish hedging demand, while ETH's skew shows a differentiated upward trend but remains stable for the long term, indicating that medium to long-term downside risk expectations are still under control; at the same time, the largest block trade in the market is: buying 92,000 BTC calls and selling 85,000 BTC puts, indicating that mainstream funds are more inclined to position a moderately bullish structure above key support levels.Gate has exclusively launched a convenient options trading tool—rolling sell options product, assisting users in automatically and continuously selling options within a set period. Users can customize Delta/Strike, select contracts, set expiration dates (T+1/T+2/T+3), choose execution methods for selling prices, quantities, and optional take-profit and stop-loss parameters. The strategy will automatically execute opening positions daily and seamlessly transition to the next period after expiration, achieving fully automated operation. This feature supports clear risk indicator displays, margin estimates, expected trading paths, and other auxiliary information to help users manage strategy execution more intuitively.

The Nasdaq-listed blockchain ASIC chip development company AGM Group announced that it has completed the issuance and delivery of a total of $2 million in convertible notes. The related fundraising transaction was conducted in two phases, with $1.5 million paid at the first delivery, and the remaining $500,000 completed in the second delivery on December 18.AGM Group also disclosed that it had previously reached an investment agreement to raise a total of $6 million through the issuance of convertible notes in three phases.

The acting chair of the U.S. Commodity Futures Trading Commission (CFTC), Caroline Pham, stated that the agency is withdrawing "outdated and overly complex guidance" related to the delivery of digital assets.Pham noted that the agency will withdraw the relevant guidance from 2020 under the Dodd-Frank Act. The Dodd-Frank Act is a federal law passed in 2010 aimed at addressing the 2008 financial crisis. The guidance focused on the "actual delivery" of digital assets. Pham indicated that this is part of the recommendations made in the President's Working Group on Financial Markets report on digital assets. This summer, the White House released a lengthy cryptocurrency report addressing issues of illicit finance and taxation, and suggested granting the CFTC the authority to regulate digital assets.

According to market news, Caroline Pham, acting chair of the Commodity Futures Trading Commission (CFTC), stated that the agency is withdrawing "outdated and overly complex guidance" related to the delivery of digital assets.Pham mentioned that the agency will withdraw the relevant guidance from 2020 under the Dodd-Frank Act. The Dodd-Frank Act is a federal law passed in 2010 aimed at addressing the 2008 financial crisis. The guidance focused on the "actual delivery" of digital assets. Pham stated that this is part of the recommendations made in the President's Working Group on Financial Markets report. This summer, the White House released a lengthy cryptocurrency report addressing illicit finance and tax issues, and suggested granting the CFTC the authority to regulate digital assets. "Today's announcement demonstrates that decisive action can lead to tangible progress in facilitating Americans' access to safe U.S. markets, thereby protecting the interests of the American people," Pham said on Thursday.