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阿里云 @Alibaba_cloud 法国巴黎和马来西亚柔佛州数据中心正式开服，每个数据中心提供 2 个可用区，合计新增 4 个可用区。 在法国巴黎凡尔赛举办的 VivaTech 峰会中，阿里云宣布这些数据中心开服，不过开服初期支持的产品不同，主流服务例如服务器类都支持，部分服务暂时还未上线。 查看详情：

#Cloudflare# 宣布电子邮件域名认证 #DMARC# 管理功能全面上线，为所有用户免费提供认证，避免自定义域名邮件进入垃圾箱或被拒收。 目前谷歌和微软都在收紧邮件验证要求，如果发件域名没有正确配置 DMARC 就有可能进入垃圾箱甚至被拒收，@Cloudflare 旨在向所有用户免费提供 DMARC 功能，不需要用户付费和聘请专家顾问即可轻松部署 DMARC。 查看详情：

SpaceX 15-Year Investment @elonmusk My evaluation of a long-term bullish investment for SpaceX based on a 15-year investment horizon. The evaluation assumes SpaceX evolves beyond aerospace into a global infrastructure platform spanning communications, defense, transportation, AI infrastructure, and the emerging space economy. Key Value Drivers - Starlink broadband growth
- Direct-to-cell mobile connectivity
- Government and defense contracts
- Starship and launch-cost reduction
- Orbital infrastructure
- Lunar and Mars logistics
- Future industries enabled by low-cost access to space An extremely important development is the impact of large AI infrastructure contracts on the valuation of SpaceX. A key component of the bullish investment thesis is that the market may be underestimating the value of recurring AI compute revenue when compared with traditional launch and satellite communications businesses. Google AI Infrastructure Contract Recent reports indicate that Google entered into a computing capacity agreement with SpaceX valued at approximately $920 million per month. If maintained over the reported contract period, the agreement represents nearly $30 billion of contracted revenue. Anthropic Contract In addition to Google, reports indicate that Anthropic entered into a compute-capacity agreement valued at approximately $1.25 billion per month. Together, the Google and Anthropic contracts imply annualized revenue of approximately $26 billion. Why This Matters Many investors continue to value SpaceX primarily as a launch company and satellite communications provider. However, these AI-related contracts suggest the emergence of a third major business segment: AI infrastructure and compute services. Potential Strategic Position If SpaceX successfully integrates launch services, Starlink communications, AI infrastructure, and future orbital computing capabilities, the company could evolve into a hybrid of a cloud infrastructure provider, global telecommunications company, defense contractor, and transportation platform. Investment Implications Recurring infrastructure revenue generally receives higher valuation multiples than project-based revenue streams. Consequently, sustained growth in AI infrastructure revenue could materially alter the market’s perception of SpaceX and support valuation frameworks significantly above those used for traditional aerospace companies. Bull Case SpaceX becomes the dominant communications and transportation infrastructure provider for Earth and near-Earth economic activity. Starlink achieves global scale, Starship reaches full operational capability, and multiple new industries emerge around orbital infrastructure. Base Case SpaceX remains the global leader in launch services and satellite communications while generating strong growth from Starlink and defense-related revenue streams. Bear Case Growth continues but at a slower pace due to regulatory, competitive, technical, or capital allocation challenges. Comparison with Historic Winners Historically, Amazon, NVIDIA, Apple, Microsoft, and Tesla created extraordinary shareholder wealth by becoming platform companies rather than remaining confined to their original industries. The bullish SpaceX thesis assumes a similar transition. Key Risks The principal risks include execution risk, regulatory risk, geopolitical factors, competition, slower-than-expected adoption of space-based industries, and the possibility that SpaceX enables large industries without capturing most of the resulting value. Conclusion The bullish investment thesis is that SpaceX is transitioning from a launch and communications company into a foundational infrastructure platform serving communications, AI, defense, and future space-based industries. If successful, this transition could support valuation outcomes substantially above conventional aerospace benchmarks A bet on technological progress, and the emergence of a large space-based economy

吴说获悉，Coinbase 宣布与 AWS CloudFront 和 WAF 达成合作，通过 x402 支付协议支持网站出版商和 API 提供商将 AI 智能体作为付费客户，向其收取内容或接口访问费用。Coinbase 称，约四分之一互联网运行在 AWS CloudFront 和 WAF 之上；当 AI 智能体请求内容时，服务器可返回 HTTP 402 Payment Required，告知支付金额和方式，智能体完成支付后由 Coinbase x402 Facilitator 验证并交付内容。