Notícias

Base announced that as of May 14, 2026, the total amount paid by AI agents through the x402 protocol payment service has exceeded $50 million. According to Foresight News, more than 85% of these transactions occurred on the Base chain.

AI-driven chips are transforming geopolitics, restructuring supply chains, and fueling the fastest growth in the semiconductor industry, according to PANews.

Anthropic has introduced Claude, a new AI product aimed at small businesses. According to Jin10, this launch is part of Anthropic's strategy to expand its AI offerings to a broader market, providing tailored solutions for smaller enterprises. The company aims to enhance operational efficiency and decision-making processes for these businesses through Claude's advanced capabilities.

PANews posted on X (formerly Twitter). In the context of a potential bubble in the AI market, experts suggest avoiding direct confrontation with the strongest trends. A more strategic approach involves identifying variables that could burst the bubble, such as rising interest rates and tightening liquidity. Investors should focus on assets that rely heavily on the bubble for survival but are inherently more fragile. The optimal time to act is not based on the perception of excessive growth but rather when fundamental, emotional, and trend signals collectively indicate a breakdown. In bubble scenarios, the most costly mistake is not misjudging the market but acting prematurely.

Huayuan Securities recently released a research report suggesting that the humanoid robot industry may gradually transition from small-scale validation to a new '1-10' phase. According to Jin10, the report recommends focusing on upstream components and main manufacturers. Upstream components are expected to benefit first due to cost advantages. For main manufacturers, increased production and capitalization are likely to lead to full valuation pricing. However, the report also warns of potential risks, including slower-than-expected progress, lower-than-expected sales, and deteriorating industry policies and competition.

Huahong Semiconductor's Chairman and President, Dr. Bai Peng, commented on the company's first-quarter 2026 performance, noting the increasing role of artificial intelligence and related applications in the industry's development and market dynamics. According to Jin10, the global semiconductor industry is rapidly evolving, driven by AI's significant impact on market demand, intertwined with ongoing uncertainties in the global supply chain landscape. Huahong Semiconductor remains committed to its strategic goal of being a leader in specialty process wafer foundry, continuously focusing on market needs, enhancing process capabilities, and expanding production capacity. In the first quarter, the company's 12-inch capacity ramped up steadily, with its revenue share rising to 62.7%, while the 8-inch production line maintained strong profitability. Meanwhile, the proposed acquisition of Huali Microelectronics has been accepted by the Shanghai Stock Exchange and is under substantive review, with completion expected in the second half of this year.

Nvidia's stock experienced a 2.6% increase in pre-market trading. According to Jin10, this movement comes amid ongoing interest in the company's performance and market position.

Kevin Warsh and Bessent have established a new committee aimed at ensuring the United States maintains a low-cost financing environment during the AI era. According to PANews, this initiative seeks to address the economic challenges posed by advancements in artificial intelligence.

The United States has granted approval to approximately 10 Chinese companies to acquire Nvidia H200 chips. According to NS3.AI, each approved customer is permitted to purchase up to 75,000 units. The list of approved buyers includes major firms such as Alibaba, Tencent, ByteDance, and JD.com. Additionally, Lenovo and Foxconn have been authorized as distributors.

Hon Hai anticipates robust demand for AI servers, projecting that AI cabinet shipments in the second quarter will grow by double digits compared to the previous quarter. According to Jin10, the company expects overall shipments for the year to more than double.

Primus Labs, a zero-knowledge proof computing platform, has joined the 0G AI Alliance Carnival initiated by 0G Labs. According to Foresight News, the collaboration aims to advance the integration of AI and Web3 alongside projects like NeoSoul and Ghast AI.
Primus Labs is developing a unified verification layer for AI Agents, enabling trusted and verifiable execution across cross-chain, API, and real-world operations. The company is currently working with 0G to provide verifiable infrastructure for AI Agents, supporting their evolution from training to prediction markets and autonomous oracle networks. Additionally, users can now join the Primus AlphaNet to complete tasks and enhance their reputation scores.

OpenAI has reported that only a limited number of credentials were stolen from its codebase. According to Jin10, the incident did not have a broader impact.

According to PANews, the AI storage sector is experiencing significant profitability, with High Bandwidth Memory (HBM) achieving a gross margin of 72% and Compute Express Link (CXL) retimers reaching a margin of 76%. The enterprise-grade SSD market is also benefiting from the surge in AI inference demand. Major players like Samsung, SK Hynix, and Micron dominate the industry, raising questions about which segments offer the most investment potential.

Industry leaders gathered at The Convergence Summit to explore the intersections of traditional finance (TradFi), decentralized finance (DeFi), artificial intelligence (AI), and blockchain technology. YZi Labs posted on X.
The discussion highlighted the growing trend of tokenizing real-world assets, with over $30 billion already on-chain, including private credit and commodities. The panelists predicted that this figure could rise to trillions in the future.
AI's role in blockchain was also a focal point, particularly in trading and identity verification. AI is being used to analyze the vast amounts of data on-chain, enhancing wealth management strategies. The technology is expected to evolve to the point where AI agents will trade on behalf of users. Additionally, as generative AI makes it easier to create fake identities, the need for "proof of humanity" becomes crucial to ensure agents act securely for real users.
Two significant predictions emerged from the panel. Paul suggested that agent-driven trading could surpass human trading, with agents themselves becoming a new digital asset class. Meanwhile, Alex forecasted that within three years, there could be one billion agents operating on the BNB Chain, marking a shift towards an economy where humans set intentions and agents execute them.

Baidu's stock opened 6.98% higher today, reaching a peak of 147.9 Hong Kong dollars. According to Jin10, Citigroup released a research report noting that Baidu's Chairman and CEO, Robin Li, announced at the BaiduCreate2026 conference that artificial intelligence is shifting from a model-centric to an application and agent-centric era. Li introduced the concept of 'daily active agents' as a new metric to better reflect AI's productivity output. Citigroup believes Baidu has positioned itself as a leader in the emerging 'AgenticAI' era, with a clear strategy to convert its technology into commercial value.

Anthropic has announced a new billing policy for its Agent SDK, set to take effect on June 15, 2026. According to Odaily, the updated policy will allow third-party Agent tools like OpenClaw to access the Claude subscription version using a separate monthly quota, distinct from regular chat quotas.
Previously, Anthropic had restricted third-party tools from using Claude subscription quotas in April this year to prevent misuse. The current adjustment is seen as a final resolution to related disputes, reopening third-party access while completely separating Agent calls from regular chat quotas.
Under the new policy, Pro version users will receive a monthly quota of $20, Max 5x and advanced Team versions will have $100, and Max 20x and advanced enterprise versions can receive up to $200. These quotas are exclusively for third-party applications, self-built Agent projects, and claude-p backend command calls. The quotas will refresh monthly, and any excess usage will incur charges at standard API rates.

AI agents are increasingly becoming participants in the on-chain economy. According to PANews, while verifiability is crucial, it does not imply that all information should be publicly disclosed. The ERC-8004 standard establishes a trust infrastructure, while ACTA aims to add a privacy layer. This allows agents to prove compliance with rules while maintaining privacy regarding identity, relationships, and strategies.

Cprkrn announced on Platform X that they used the AI model Claude, developed by Anthropic, to recover a wallet with a lost mnemonic phrase, retrieving approximately $400,000 in BTC. According to Odaily, the post garnered millions of views and sparked discussions about the potential applications of AI in mnemonic recovery and cryptocurrency asset security. As of now, neither Anthropic nor Claude's official representatives have confirmed or responded to these claims.

PANews posted on X (formerly Twitter). Anthropic has announced a temporary 50% increase in the weekly usage limit for its AI programming tool, Claude Code, effective until July 13. This adjustment applies automatically to Pro, Max, Team, and enterprise users. The competition among AI programming tools is intensifying, with Claude Code, Cursor, and GitHub Copilot expanding their capacities to capture developer usage habits. Developers are finding this period advantageous for maximizing computational resources.

U.S. Congress is pressing the White House to respond to escalating AI cybersecurity threats, according to Axios. Lawmakers are calling on the administration to tackle risks associated with advanced AI network models, such as Mythos from Anthropic.