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Flash

Storage channel prices move first, enterprise-level granules are brewing a price increase

Multiple storage industry insiders have revealed that some leading companies have verbally informed channel partners of their intention to raise prices for enterprise-grade chips. The official price increase notice has not yet been formally issued, but prices on the channel side have already begun to move, with several agents confirming the aforementioned price increase signals. One agent from SK Hynix stated that prices are increasing daily and observed that the second-hand recovery prices are continuously rising, driving overall quotes upward; the price adjustment path involves provincial agents adjusting prices weekly, with the prices of agency products being passed down further.One agent from Samsung indicated that this round of price increases is not a universal rise across all categories, but is mainly concentrated on the DRAM contract side and enterprise-grade SSDs at both the manufacturer and channel levels, rather than a comprehensive increase in consumer-grade NAND. This agent noted that the major demand still comes from data centers, while feedback from the grassroots level indicates that demand is generally average. Since the price increases are initially focused on the DRAM contract side and enterprise-grade SSD segment, when prices are transmitted from manufacturers outward, they first reach manufacturing companies and module manufacturers, rather than end consumers.

first_img Space and Time, supported by Microsoft, launched an enterprise platform that allows AI agents to verify private data

According to a report by Decrypt, the blockchain data project Space and Time, supported by Microsoft, announced the launch of the Space and Time Enterprise platform, which allows enterprises to use private data for AI tools without relinquishing the underlying records. The platform can prove that computations based on private data are correct, enabling AI applications, auditors, and other relevant parties to verify results without accessing the database itself.The first batch of partners includes on-chain asset management firm Maple Finance, Indonesian automotive manufacturer and distributor Indomobil, Oracle software consulting company Trenez, and The Data Foundation, a nonprofit organization focused on government data based in Washington, D.C.Nate Holiday, CEO of the original developer of Space and Time, MakeInfinite Labs, stated that enterprises want AI agents to utilize this information to execute workflows, but the agents do not need unrestricted access to the records behind every computation.He mentioned that granting unrestricted data access to AI tools would create new exposure channels. The company is collaborating with clients in construction, engineering, and manufacturing to enable agents, reporting tools, and compliance teams to work based on the same set of business records and verify the computations they rely on.The platform is based on Space and Time's patented technology, Proof of SQL, which is used to prove that database queries are computed correctly and is currently compatible with Google Cloud's BigQuery. Enterprises can run it on their own servers without needing to operate a blockchain, purchase dedicated hardware, or rely on external proof services.With GPU acceleration, supported queries on millions of rows of data can be completed in one second and generate proofs. This technology can only prove that computations are correctly executed on given records and cannot determine whether the records themselves are accurate. Space and Time completed a $20 million strategic financing round led by Microsoft's venture fund M12 in 2022, and Grayscale previously launched a trust product for the SXT token.

first_img ByteDance's enterprise version will be phased out, with service ending by the end of 2027 at the latest

On November 5, according to reports from BianNiuShi, Coze, the intelligent agent development platform under ByteDance, announced a phased discontinuation of its current enterprise version. Starting from November 30, the standard and flagship versions for enterprises will stop accepting new customer purchases; the old package on Volcano Engine will be discontinued on December 31 of this year, and the new enterprise package is planned to be fully discontinued by December 31, 2027.Existing enterprise customers can still renew and purchase additional seats, but the service period cannot exceed the discontinuation date of the corresponding product. According to the current announced arrangements, the adjustment targets are the enterprise packages, not the immediate shutdown of Coze as a whole. On August 24 of this year, ByteDance integrated the TRAE and Coze teams into the Doubao system, and the next day launched the Agent product brand "Doubao Work" aimed at productivity scenarios.According to the "2025 China Intelligent Agent Development Platform Market Share Report" released by IDC in June this year, by 2025, Volcano Engine (Coze) will hold the first position in China's public cloud intelligent agent development platform market with a revenue share of 19.3%, while Baidu Intelligent Cloud and Tencent Cloud rank second and third with 13.9% and 12.6%, respectively. Tencent's intelligent agent platform Yuanqi has already updated its service discontinuation announcement on October 8, stating that it will fully cease operations starting November 9, 2026.

Strategy increased its holdings by 811 BTC, Super League Enterprise has incorporated Bitcoin into its treasury for the first time

According to BBX data, the global capital markets have recently announced the latest developments in digital asset treasury increases and mining operations, with the core information as follows:Strategy (NASDAQ: $MSTR) increased its holdings by 811 BTC, bringing total holdings close to 850,000: According to SEC filings, Strategy purchased 811 bitcoins at an average price of approximately $80,846 from October 26 to November 1, totaling about $65.5 million (funds sourced from the MSTR stock ATM program). During the same period, the company net raised $164 million through the ATM program and repurchased 2,092,035 shares of STRC preferred stock for $208.2 million. As of November 1, Strategy has accumulated a total of 849,327 bitcoins (total holding cost approximately $64.08 billion, average price about $75,451). The company used $43.4 million to pay preferred stock dividends, with a current dollar reserve balance of $4.79 billion and a dollar cash balance of $132.7 million.Strive (NASDAQ: $ASST) purchased 124 BTC, cash reserves reached $490 million: From October 24 to 30, Strive bought 124 bitcoins at an average price of approximately $80,526 (including fees). As of October 30, Strive's total bitcoin holdings increased to 43,124. Its cash and cash equivalents amount to $490 million (a decrease of $14 million from last week), and it also holds approximately $50.06 million in fair value of 505,000 shares of Strategy STRC preferred stock. In terms of equity, its SATS preferred stock and Class A common stock outstanding slightly increased to 7,003,418 shares and over 118.1 million shares, respectively.Super League Enterprise (NASDAQ: $SLE) tests digital treasury, purchased 8 BTC: Nasdaq-listed Super League Enterprise disclosed that it bought 8 bitcoins at an average price of approximately $78,532.14 from October 28 to November 1. SLE officially stated that this move is part of the company's exploration of using bitcoin alongside cash and cash equivalents as part of its treasury asset reserves.Cipher Digital (NASDAQ: $CIFR) released Q3 financial report, net profit reached $31.6 million: Bitcoin mining company and data center developer Cipher Digital announced its Q3 2026 financial report. Total revenue for the quarter was $26.7 million, a year-on-year decrease of 62.8% (mainly due to a sharp decline in bitcoin mining revenue). However, thanks to a non-cash gain from the fair value change of $127 million in warrant liabilities, the company achieved a net profit of $31.6 million (compared to a net loss of $3.28 million in the same period last year). Adjusted EBITDA for the quarter was negative $9.96 million. As of September 30, the company had cash and cash equivalents reserves of $656 million.

first_img DeepSeek official website code exposed Cyber cybersecurity model, divided into enterprise and personal versions

IT Home reported on October 30 that developers discovered application entry points and interface logic related to the Cyber cybersecurity model in the front-end code of the DeepSeek official website. The application page route points to /usage/model-application and has a feature gate switch set; accounts without permission will be redirected back to the usage page when accessed. The code also includes interfaces related to Cyber Key creation and quota management.The models in the code are identified as cyber-personal-v3 and cyber-enterprise-v4. The personal version is aimed at individual security practitioners, requiring the submission of ID information and completion of facial verification; the enterprise version is aimed at corporate entities, requiring not only real-name materials but also a business license and authorization letter. Common thresholds for both channels include that the account has completed real-name verification and is in normal status, registered in mainland China and bound to a mainland mobile number, and has no violation records in the past 90 days.The application process involves filling out an application form and submitting it for review. After passing the review, a Cyber Key is created. Currently, this entry point does not appear in the public menu of DeepSeek and is in a gray testing state. Some users have reported that only accounts covered by the gray test can see the relevant sections on the usage page, and when permissions are granted, the "DeepSeek Flash Cyber Cybersecurity Dedicated API" area will be displayed. As of the time of reporting, DeepSeek has not yet released an official announcement regarding this model; the information comes from observations of the official website's JavaScript code and feedback from gray test users.

first_img On-chain intelligence platform Arkham launches Enterprise

On October 20, the on-chain intelligence platform Arkham announced the launch of Arkham Enterprise, positioned as a high-level analytical platform for professional workflows, with uses including asset tracking, risk scoring, case management, and transaction research. Arkham stated that the platform relies on the world's best tagging set, containing 3.9 billion attribution records, covering $18 trillion in on-chain transaction volume. On the same day, the company adjusted the features of the free platform and launched Enterprise Grants.The data update frequency for both the free and Enterprise platforms has been upgraded in sync. Previously, a large amount of data and tags were updated once a day; after the underlying infrastructure was rebuilt, transactions, new tags, and address balances have been changed to real-time updates, with new transactions appearing without needing to refresh the page. Most alerts supporting on-chain have reduced latency by about 80%, and the database load will also decrease. Tracer 2.0 has been rebuilt for professional on-chain investigations, allowing users to pull counterparties into a network graph from any address and track funds hop by hop; with the addition of bridge support, funds can be followed across supported chains in the same tracking. Visualizer 2.0 presents incoming and outgoing transactions, counterparties, and tokens in real-time through an interactive graph after pasting an address or entity.Enterprise also offers case management and risk scoring. The former allows investigation findings to be grouped by case and form structured records; the latter assesses the risk of addresses and entities based on Arkham attribution data, with indicators covering sanction exposure, mixer exposure, sources of funds, and the number of transaction hops between addresses and marked sources. The adjustments to the free version effective that day include: Tracer 2.0, transaction filtering, complete transaction history, creation of custom tags and entities, and the counterparty section of the browser page is only available to Enterprise users. Free users can view the most recent 100 transactions and retain and edit existing custom tags and entities; the free platform still includes all Arkham tags, Visualizer 2.0, prediction markets, block explorers, and tagging features. Enterprise Grants provide free access to Enterprise for select independent investigators, researchers, and public interest organizations.
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