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hot_img Micron: The value of memory in the system has increased from 10% to nearly 50%, and the demand for AI agents is in the "pre-season warm-up" stage

Micron Technology stated to Deutsche Bank at the FMS 2026 conference that AI is reshaping the memory industry landscape, with the proportion of memory in the total value of systems rising from about 10% thirty years ago to nearly 50% currently, and this trend is accelerating. Currently, both DRAM and NAND are in a state of supply shortage. Due to the need for physical disassembly of systems for memory upgrades, the demand for memory in AI systems is more rigid, and price elasticity is lower than market expectations. The Strategic Customer Agreement (SCA) is expected to cover about 40% of sales, providing a price stability mechanism for both parties.Micron's management described the demand for CPU-side AI Agents as "pre-season warm-up," viewing it as a new pillar of growth outside the GPU ecosystem. For emerging technologies like SRAM, Micron believes their scalability is limited and cannot challenge the core position of HBM, with only about 5% of systems currently running such specific workloads. Deutsche Bank maintains a "Buy" rating, believing Micron has a unique advantage of "growth without sacrificing profits." During FMS, Sandisk and SK Hynix jointly released the first HBF technical specifications, but Micron believes that its actual value and commercialization prospects remain controversial.

NeoSoul announced a strategic partnership with Billions Network to jointly develop autonomous trading agents

BNB Chain and the largest AI Agent cluster infrastructure on 0G, NeoSoul, announced a strategic partnership with the privacy identity network Billions Network, aimed at humans and AI Agents. Both parties will explore how authentication can help AI Agents participate more securely in the digital market.Billions provides identity technology for users and AI Agents while protecting personal information. NeoSoul develops Agents that can observe the market and take action within user constraints. The first phase of the collaboration will explore whether the systems of both parties can connect.Both parties will also investigate how users can maintain control when Agents act independently and assess the application of related capabilities in the BNB Chain and AI Agent market.Kaelan, co-founder of NeoSoul, stated, "AI Agents have begun making decisions on behalf of users, so user control has become even more important. Through this collaboration, NeoSoul and Billions will study how to use identity technology to allow users to retain control when Agents act independently."Evin McMullen, CEO and co-founder of Billions Network, stated, "As AI Agents take on more complex tasks, users need to know who is controlling the Agents and what the Agents can do. NeoSoul has experience in autonomous market decision-making for Agents. We look forward to exploring how to make the use of Agents safer through identity technology."

Cloudflare launches AI proxy wallet, supporting autonomous payment API for agents

According to official news, Cloudflare announced the launch of Cloudflare Wallets, providing payment and identity infrastructure for AI Agents.Cloudflare stated that currently, when AI Agents attempt new APIs, they typically need to go through registration, login, payment, and API key generation processes designed for humans. This lack of stable identity and native payment capabilities makes it difficult for agents to autonomously explore and compare different services, limiting the development of agent commerce. The newly launched wallet system aims to address this issue, allowing AI Agents to more conveniently purchase APIs, content, and other digital services.Cloudflare Wallets will support two modes: Account Wallets and Virtual Wallets. Among them, Account Wallets are aimed at individual and business users, allowing them to recharge, manage funds, and allocate budgets for AI Agents; Virtual Wallets are specifically designed for AI Agents, operating through API keys and allowing users to set spending limits, whitelists, and single transaction caps as security rules, enabling agents to autonomously call APIs and purchase services within a controlled range.In addition, Cloudflare Wallets will support stablecoin storage, micropayments based on the x402 protocol, and will integrate with Cloudflare's previously launched Monetization Gateway, providing automated trading capabilities for websites and applications aimed at AI Agents.Cloudflare stated that the future internet will gradually form a new "agent economy" driven by AI Agents, where wallets, payments, and identity verification will become key infrastructure. Through the cloudflare.pay identity identifier, AI Agents can obtain a readable identity name, helping merchants identify their associated accounts and organizations while enhancing transaction transparency.Cloudflare claims it will continue to improve the agent commerce ecosystem, providing developers and businesses with the foundational tools to support AI Agents in autonomously purchasing, selling, and interacting, promoting the transition of the internet from a human-oriented service model to an agent-oriented automated market.
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