可扩展性 · 2524

Vitalik: The Bitcoin community is worthy of recognition for UTXO innovation, and the expansion of Ethereum will incorporate the advantages of various state models

Comparing news, Ethereum co-founder Vitalik Buterin posted an article on the X platform saying that the Bitcoin community is worthy of recognition for promoting the development of related technical ideas, including UTXO (unspent transaction output) state optimization solutions such as Utreexo. The expansion route currently being explored by Ethereum is integrating the advantages of different blockchain state models in practice. Vitalik Buterin pointed out that Ethereum hopes to have the advantages of both UTXO mode state, dynamic state, and solutions between the two, so that the vast majority of network activities can achieve “hyperscale” (hyperscale) without sacrificing decentralization, ease of node operation, and censorship resistance. Vitalik Buterin said that future Ethereum expansion is not simply a copy of a certain architecture, but rather hopes to maintain network openness and security while improving throughput capacity by combining different design concepts. Among them, Utreexo is a state compression scheme proposed by the Bitcoin ecosystem. By introducing accumulator technology, it reduces the storage burden on nodes, makes full node operation more lightweight, and is thought to help improve Bitcoin's long-term scalability.

6d ago

SK Hynix: AI data center competition is shifting from a single chip to an overall infrastructure

Comparing news, SK Hynix said in a recent article that AI competition is shifting from single-chip performance to the design and operation of the entire infrastructure architecture. The competitiveness of AI data centers no longer depends on individual components, but on whether the five elements of computing, memory, storage, networking, and power supply and cooling can be seamlessly integrated. The article points out that the continued expansion of AI models has led to a surge in demand for computing power and data mobility. Training requires repeated reading of massive data sets, and inference relies on quickly retrieving user request information. Both place higher demands on the data center system architecture. At the memory level, HBM, server DRAM, etc. have formed hierarchical systems, each undertaking different bandwidth and capacity tasks. At the network level, as general model training and inference rely on parallel processing by multiple servers, the network has become a key factor in determining the scalability of data centers. The system design is scaling from a single server to a full rack and cluster level. According to Omdia's forecast, the AI data center chip market will grow from $123 billion in 2024 to $207 billion in 2025 and reach $286 billion in 2030. SK Hynix also mentioned that the Microsoft Fairwater Wisconsin data center is about 5 soccer fields long, indicating that the infrastructure is being deployed on a larger scale. SK Hynix emphasizes that memory is becoming a key layer for connecting computing and data.

12d ago

Micron: The memory share of the system value has risen from 10% to nearly 50%, and AI agent demand is in the “pre-season warm-up” stage

Comparatively, Micron Technology told Deutsche Bank at the FMS 2026 conference that AI is reshaping the memory industry. The share of memory in total system value has risen from about 10% 30 years ago to nearly 50% now, and this trend is still accelerating. Currently, both DRAM and NAND are in short supply. Since memory upgrades require physical disassembly of the system, the demand for memory in AI systems is more rigid, and price elasticity is lower than market expectations. The Strategic Client Agreement (SCA) is expected to cover approximately 40% of sales volume and provide a price stabilization mechanism for both parties. Micron management described the CPU-side AI Agent requirement as a “pre-season warm-up” and viewed it as a new incremental pillar outside of the GPU ecosystem. For emerging technologies such as SRAM, Micron believes that their scalability is limited and cannot challenge HBM's central position. Currently, only about 5% of systems run such specific loads. Deutsche Bank maintains a “buy” rating, believing that Micron has the unique advantage of “growing without sacrificing profits.” During FMS, Sandisk and SK Hynix jointly issued the first HBF technical specification, but Micron believes that its actual value and commercialization prospects are still in dispute.

15d ago

Western Digital: AI storage does not win or lose in the battle between flash memory and HDD; future winners will be economical capacity solutions

Comparing news, Western Digital (WD) Chief Product Officer Ahmed Shihab said that with the rapid expansion of artificial intelligence infrastructure, the core competition in the storage field should not simply be reduced to a contest between flash memory (Flash) and hard disk drives (HDD), but rather whether an AI storage architecture with long-term economic scalability can be built. The AI industry is currently facing a critical question: whether the storage architecture chosen this year can support future data growth to petabytes or even exabytes. He believes that many AI infrastructure designs do not fail due to insufficient performance, but rather fall into a cost dilemma as the scale of data expands. Ahmed Shihab believes AI data continues to grow, including model training data, inference data, user interaction records, compliance data, and synthetic data. If an all-flash architecture is adopted in the early stages, although attractive for small-scale deployments, storage costs will become a huge burden as the amount of data grows. Flash and HDD are not competitive, but rather complementary technologies for different workloads. High-performance scenarios, such as model weighting, GPU overflow, KV cache, etc., require low-latency flash memory support; for long-term storage requirements such as training data sets, logs, checkpoints, compliance records, and large-scale historical data, it is more suitable to use a cost-effective HDD. “AI storage will win or lose depending on who can provide economically scalable capacity.” Shihab said that when choosing a storage solution, customers focus not only on speed, but on whether the AI business can be expanded in a reliable and sustainable way. Shihab notes that storage architectures in the AI era will be more layered rather than relying on a single storage medium. “Flash memory is responsible for performance at critical moments, and HDD is responsible for the data lifecycle.” In the AI infrastructure scale-up phase, storage costs are no longer just operating expenses; they are part of the architectural design. Every dollar spent on high-cost performance storage means fewer resources for computing, networking, power, and other infrastructure. Furthermore, reliability must also be considered from the beginning of the architecture design. Hardware, software, network, and power failures are the norm for large-scale AI systems, and excellent storage systems require continuous operation, fault isolation, and rapid recovery capabilities. He concluded that the future development direction of AI storage is not to “replace HDD with flash memory,” but to accurately tier according to different data lifecycles and business requirements. “Real infrastructure isn't about impressive performance, but rather a reliable foundation that can support AI's long-term growth.”

16d ago
2036: The world we will face in ten years

2036: The world we will face in ten years

Source: Tiger Research Authors: Ekko an, Ryan Yoon Compiled and edited by: BitPushNews Translator's Note/ TL; DR This article uses a fictional perspective from 2036 to reveal the core evolution of blockchain over the next ten years: no longer tell big stories, but completely infiltrate the underlying infrastructure. Extreme pragmatism (stablecoin): Say goodbye to hype, become an underground hard currency to replace fiat currency in regions with high inflation, and even reverse erode national finance and taxation rights. Everything can be traded (RWA): Stocks, real estate, and bonds are fully tokenized, and highly leveraged transactions without borders around the clock have become the daily investment routine of the younger generation. Infrastructure clean-up (wave of L2 bankruptcies): 99% of redundant public chains that depended on airdrops and subsidies completely disappeared, leaving only a few top monopoly public chains in the end. Restructuring Internet commerce (machine economy): AI traffic surpasses humans, and traditional advertising completely fails; with the rise of micropayment protocols (x402), AI agents pay as needed to become the main source of monetization for Internet content. Below is the text: ----------As of 2026, blockchain technology has not changed the world. But will it bring about significant changes by 2036? All aboard — the time machine is about to depart for 2036. 1. “Does anyone else use banknotes?” In 2036, Zutopia — a fictional, inflation-prone country — a currency exchange office. Judy, who has been working in this job for 34 years, pulled out a banknote counter from the drawer and began to count Buck notes. “There are people who use Buck.” That makes sense. Buck — the currency of this inflation-prone country — depreciates every day. It still exists by law, but no one actually uses it anymore. Everyone uses US dollar stablecoins in their daily lives. Tick-tick-tock. Judy listened to the banknote counter loudly counting banknotes, recalling all these years. In 2002, Judy was 22 years old. That year, Zutopia declared that the country had breached its contract. Banks have locked their doors, and people can't withdraw the deposits they have saved for the rest of their lives. “We have to replace it now.” Judy's father said. As soon as your salary is paid, you must immediately convert it to US dollars. Even after just one day, Buck's purchasing power will visibly shrink with the naked eye. People look at the black market dollar exchange rate more positively than reading the front pages of newspapers. “How much is the dollar today?” This question opens up every day. Buying dollars at the official exchange rate is almost impossible. The government sets a monthly foreign exchange purchase limit for each person, and no one knows when banks will freeze dollar deposits. Then, in the mid-2020s, young clients started asking her a question she couldn't understand. “Can USDT be exchanged?” At first, only a few freelancers and exporters would use it to receive overseas remittances. There is no need for a bank, and there are no long lines in front of the exchange counter. With a mobile phone, you can exchange Bucks for stablecoins, and then exchange them back when needed. At the time, Judy never thought this would replace her job. Older people still need cash, and so do many businesses. But the team got shorter little by little. Younger clients disappear first, followed by middle-aged people. By 2030, no one will even line up for payday. Once the company had no reason to hold Buck, they began paying part of their wages directly in stablecoins. Buck has become a currency you only need to pay taxes and utility bills. In 2033, the Inland Revenue Department changed its position. The calculation is simple: using stablecoins to collect tax arrears is more cost-effective than collecting Buck. A short notice was posted on the website: “USDC and USDT can be used as alternative payment methods for tax returns.” Buck still exists, but the country itself has just announced that it would rather accept other people's money than its own currency. In 2034, the Ministry of Finance followed suit. The auction of treasury bonds denominated in bucks failed one after another, and the Ministry of Finance eventually issued new bonds denominated in US dollar stablecoins. Civil servants' wages followed closely. In 2035, some state governments will begin to pay half of civil servants' wages in stablecoins — because those who only get paid Buck are the first to be hit by inflation and the hardest hit. Printing money, collecting taxes, paying public servants — these have always been powers unique to the country. Little by little, this power is being transferred to stablecoins. As of May 2026, the total market value of stablecoins was approximately US$320 billion, with an annual trading volume of US$28 trillion. Compared to the US wholesale payment network processing more than $2 trillion a day, this is less than three weeks of transaction volume. After excluding market washing transactions and false transaction volumes, less than 6% was actually used for actual payments. The remaining 88% simply circulates within the exchange — transactions, collateral, and back. The question is where exactly did that 6% happen...

17d agoWendy#AI #RWA #x402 #AI #Smart body #stablecoins

DTCC digital conversion uses HyperLedger Besu and Canton networks

Comparing news, Bloomberg ETF analyst Eric Balchunas wrote on the X platform that DTCC's digital transformation occurred on HyperLedger Besu, the DTCC private network, and the Canton public chain. This is part of DTCC's multi-chain strategy to ensure resiliency, scalability, and selectivity.

38d ago

Vitalik published an article outlining Ethereum's long-term roadmap. Lean Ethereum will be the third major iteration

According to Vitalik Buterin's post, Ethereum researchers recently held a meeting in Berlin to update the agreement's long-term development roadmap (strawmap.org). Vitalik pointed out that “Lean Ethereum” is not a single upgrade, but rather a series of improvements that will be implemented in stages over the next three to four years. Its importance is comparable to a “merger”, covering the restructuring of almost every core module of the agreement. The main contents include: verification mechanism: introducing recursive STARKs to replace existing direct reexecution methods and become the core component at the protocol level; quantum security: priority has been greatly raised, all quantum vulnerable components will be replaced, and quantum security blob design is already underway; consensus layer: decoupling usable chains and finality to achieve one to two rounds of finality, with better security and lower latency; state layer: the existing dynamic state remains the same, but new states with more scalability (such as UTXO storage, ring buffers, etc.) will be added. 2 TB dynamic state + 100 TB of new state, gas costs can be reduced by more than 10 times after application migration; privacy: upgraded from additional features to a first-level goal, penetrating Mempool, state tree, etc.; VM: LeanISA or RISC-V will be introduced in addition to EVM, and the long-term goal is only direct at the protocol layer. ERC20

48d ago

B.AI and Tencent Cloud reached a strategic cooperation to jointly build financial infrastructure in the AI agency era

Comparatively, B.AI announced that it has reached a strategic cooperation with Tencent Cloud, and the two sides will jointly build enterprise-level financial infrastructure in the AI agency era. With the rapid development of AI agent technology, it places higher demands on the stability, security, and scalability of the underlying financial system. The cooperation fully integrates B.AI's pioneering experience in the field of on-chain finance with Tencent Cloud's world-leading cloud computing capabilities, and aims to build a solid technical foundation for the on-chain ecosystem. In the future, the two sides will continue to improve the stability and performance of on-chain financial infrastructure to provide continuous impetus for digital economic growth.

50d ago
Sharplink CEO's opinion: Technology is only an image; people are the core asset

Sharplink CEO's opinion: Technology is only an image; people are the core asset

Author: Joseph Chalom, Sharplink CEO Compiled by: Yuliya, PanNews Original title: Sharplink CEO: Ethereum's real moat is not a performance parameter, but a “human” Editor's note: In the competition where many new public chains claim to be “faster,” Ethereum still ranks first. Sharplink CEO Joseph Chalom pointed out after visiting Asia that Ethereum has 1 million developers, which is where its core competitiveness lies. He emphasized that competition in the crypto world is not only about internet speed, but also about “where the top brains build houses.” With its deep cultural heritage, seamless “financial LEGO”, and forward-looking layout to resist technical challenges such as quantum computing, Ethereum has gone beyond simple parameter comparisons and built a truly insurmountable moat. Here's a compilation of the original text: I just came back from Asia, and during that time I had in-depth conversations with Ethereum developers and ecosystem leaders. Special thanks to Seoul's Nonce Classic, Four Pillars, and DSRV, as well as our Hong Kong friend SNZ and the recently launched Ethereum Community Center. This hub is Asia's first permanent physical Ethereum community space, supported by the Ethereum Foundation. What impressed me the most was not only the enthusiasm of the people, but also the rigorous attitude and ambition shown by the builders. I am inspired and truly admire the projects, experiments, and long-term thinking that have emerged in the Ethereum ecosystem. This also brought an originally abstract figure to life: According to Electric Capital, the number of lifetime developers on Ethereum has now crossed the 1 million mark, or 10,12824 independent developers who have contributed to the ecosystem to be exact. No other ecosystem comes close to this level in the crypto space. One milestone worth stopping and reviewing is a million is a whole number, and integers can sometimes seem empty. But that number is by no means empty. Behind it is the largest technical talent pool ever assembled around an open, permissionless blockchain network. More importantly, this talent pool continues to deepen and expand. Of these 1 million developers, around 232,000 developers have been active in the past 12 months. Why Ethereum: The real core question For years, discussions in the crypto space have always revolved around speed, fees, and throughput. Each new chain claims to be “faster than Ethereum.” However, the most important question in the field of Crypto has never been which chain is the fastest, but rather a very different question: “Where will the best builders choose for long-term development?” Ethereum is still unique on this issue. This advantage is not only technical; it is also reflected in institutions, culture, economy, and composition. It is the result of a decade of continuous accumulation in terms of developers, infrastructure, standards, tools, mobility, research, application, and social coordination, which no other ecosystem can replicate. Ethereum has become the default operating system for programmable finance and the formation of native capital on the internet. What is this army of millions building today? And why it deepens the moat, and the reason why it's important for the 1 million developers is, to a large extent, because of the challenges they are currently overcoming. Today's focus is on the most difficult and risky issues in the industry: scalability of core protocols, privacy protection, resistance to quantum computing, and intelligent systems that will run on them in the future. Glamsterdam Upgrades — Innovate without breaking core principles. The Glamsterdam upgrade, which is scheduled to be launched in 2026, shows how Ethereum can achieve a technological leap while protecting its core values. Its core changes — including the proponent and builder separation mechanism (EPBs) and block-level access lists (BARs) included in the protocol, will unlock parallel execution capabilities and significantly increase throughput, while also potentially increasing the gas limit — which will significantly increase the capacity of Layer 1. While expanding capacity for future needs, we are resolutely defending reliable neutrality, safety, and MEV fairness. This is a moat that is working. Simultaneous composability — making many Rollup experiences feel like a single network. Composability has always been Ethereum's super strength; the next huge leap forward is expanding it to all Layer 2. Native and “based on the base layer (base)” Rollup, with simultaneous composability,...

67d agoLuxurytracy