Solana Price Faces New Risk Despite Growing On-Chain Adoption
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Media Report: Even Amazon Cloud Faces Power Shortages, Billions of NVIDIA Chips Gather Dust in Warehouses
According to internal Amazon documents, the company receives approximately $3 billion worth of NVIDIA GB300 chip racks each month, but due to insufficient power supply in data centers, these racks are piling up in transit warehouses. The AWS CFO stated that this situation has turned the company's free cash flow negative and is expected to last for several years. The accumulation of chips in warehouses has not lowered GPU rental prices; instead, the real scarcity of “powered compute capacity” has driven B200 rental prices up by 40% compared to the low point earlier this year—with every end user renting computing power ultimately bearing the cost.

Amid pressure on CoreWeave (CRWV.US) bonds, fund managers investing real money firmly support: The sell-off is "an overreaction"
CoreWeave's bond yields and credit default swaps remain elevated, but John Lloyd from Janus Henderson sees opportunities.

"The aluminum tycoon" is back, this time betting on copper!
Veteran metals trader Sonny McNess at Hartree Partners has heavily bought LME October copper contracts and shorted November contracts, betting that Trump's tariffs on refined copper will trigger a surge in near-month premiums. This position is currently the largest in the market, with the October contract at one point trading at a premium of $91.99 over November. Previously, McNess's large position in the aluminum market directly forced the LME to change its rules.

Super Micro Computer Exceeds Expectations, "AI Stocks" Rebound, and "Server Giants" Dell and HPE Surge
Super Micro Computer expects quarterly revenue for the period ending September 30 to reach $18.5–19.5 billion, a year-over-year surge of 279% and about 27% higher than previous guidance, with gross margin also rising to 12%–12.5%. The stock price soared 15% after hours, while Dell Technologies rose about 6% and Hewlett Packard Enterprise increased about 5% after hours. Analysts pointed out that this data confirms strong demand for AI computing power, and the full financial report will be released on November 3.

