根據彭博資訊，AirTrunk（總部位於雪梨）是一家由黑石（Blackstone）持有的資料中心營運商，正在行銷一筆 23 億美元的為期三年貸款，以資助其位於馬來西亞柔佛的 200 兆瓦 JHB2 設施。包括 DBS、法國農業信貸銀行（Credit Agricole）、ING 和 UOB 在內，約有十餘家貸款機構正在安排這筆銀團貸款。該貸款的利率為離岸融資加碼 225 個基點（basis points）對應 SOFR；本地融資則為加碼 235 個基點，並附帶兩個各為期一年的展期選項。這筆融資反映出東南亞由 AI 驅動的資料中心開發正在形成更大動能，此前 Digital Edge 與 B.Grimm Power 也完成了類似的大型交易（針對泰國為 8.8 億美元），而 Bridge Data Centres 與 DayOne Data Centres 亦在討論最高分別達 60 億美元與 70 億美元的貸款。

根據中信證券（CITIC）於 5 月 11 日發布的研究，AI 市場已從早期由雲端供應商與晶片製造商帶動的成長，轉向由儲存與光通模組（光學模組）板塊主導的階段。儲存今年迄今上漲 197%，光通模組上漲 103%，而晶片股上漲 23.5%，雲端供應商僅上漲 3%，表現不如標普 500 的 8% 漲幅。中信證券指出，自 2023 年以來，雲端供應商與晶片板塊的估值分別仍維持在相對低的百分位（10% 與 30%），而半導體設備、光通模組以及電力/散熱（power/cooling）板塊的估值目前則交易在較高的水位。

Gate 新聞訊息，4 月 28 日——納斯達克上市的 Republic Power Group Limited 公布了一項明確的交易，計劃收購 NVC Partners Limited 10% 的股權，並與 NVTH Limited 及其關聯方 NVTHK Limited 訂立技術與平台合作協議，正式進入現實世界資產 RWA 代幣化與區塊鏈基礎設施市場。

According to 1M AI News monitoring, Mercedes-Benz China announced that an edge-side multimodal large model jointly developed with Tsinghua University and Zhipu, an AI large model company listed on the Hong Kong Stock Exchange in January this year, will be deployed in the next-generation Maybach S-Class and the new S-Class sedan. The model is deployed in the rear-seat entertainment system, integrating natural language processing with multimodal understanding and generation capabilities in vision, audio, and other modalities. Combined with in-vehicle cameras and other perceptual hardware, it completes inference under local computing power conditions. According to Zhipu's official statement, Mercedes-Benz has become the first automotive brand to apply multimodal large models in rear-seat entertainment systems.

The South Korean People Power Party has proposed canceling the 22% cryptocurrency capital gains tax scheduled to take effect in 2027, arguing that the current tax system is immature and could create unfairness, particularly affecting young investors. The party is concerned that strict taxation will lead to capital outflows, with $110 billion already having left the market, impacting market activity. The bill is still under review, and its passage remains uncertain. If passed, it could boost market confidence and attract more investors.

Figure CEO Brett Adcock announces the establishment of new AI lab Hark, aimed at developing the world's most advanced personal intelligence, integrating multimodal models with customized hardware. Hark has been operating in stealth for 8 months, with plans to release its first AI model in summer. The team comprises approximately 45 people, with plans to expand to 100, and has entered into a computing power collaboration with Nvidia. Adcock has previously founded multiple startups, while Figure continues to operate independently.

South Korea's People Power Party held a closed-door meeting with major cryptocurrency exchange representatives on March 23 to discuss abolishing the virtual asset taxation system scheduled for implementation in 2027, and to hear proposals on stablecoin issuance and legislation. Floor leader Song Eon-suk has already proposed amendments to the Income Tax Act to address the double taxation issue.

Bitcoin mining difficulty decreased by 7.76% on March 21 to 133.79 T, marking the second-largest decline this year. JPMorgan analysts predict that Bitcoin mining costs have fallen to $77,000, still higher than spot prices. More and more mining companies are pivoting their infrastructure toward AI computing power. Core Scientific plans to sell Bitcoin holdings in 2026 to fund AI expansion, while Bitdeer has liquidated its Bitcoin positions. Multiple companies are formulating diversification strategies.

Gate News report: On March 21, the 2026 Alliance Work Conference and First Phase Ecosystem Activity of the National Artificial Intelligence Application Pilot Base (Energy Sector, Power Direction) was held in Guangzhou. Eight enterprise institutions, including South China Grid Digital Group AI Research Center, Huawei, ZTE, and Baidu, were officially inducted as the first batch of representatives into the pilot base.

Gate News 消息，3 月 18 日，ShapeShift 创始人 Erik Voorhees 针对美 SEC 发布加密资产解释性指引公开表态，认为此次指引的意义在于 SEC 承认自身权力边界。Erik Voorhees 对比 Gensler 执政期间对实用代币的大规模执法行动，指出当时导致创业者设计实用型代币的意愿大幅下降，转而催生了大量