According to BlockBeats, on September 7th, renowned trader BonkGuy responded to accusations of insider trading, stating that he was not an insider, but rather gradually built a position in MEME over several days. Currently, his average initial investment in MEME is approximately $45 million, with a total investment exceeding $500,000. He argued that if he were an insider, he should theoretically have bought MEME when its market value was below $1 million, rather than continuously building a position around its average market value of approximately $45 million.

BonkGuy stated that he initially missed out on MEME when its market capitalization was below $10 million, but then witnessed it surge to $150 million within hours, making him realize that MEME could become one of the most representative meme coins in this cycle. He believes that MEME's greatest potential comes from the emerging "meme/stock" narrative. This narrative has already driven the rapid rise of several related tokens, with AI on the Robinhood chain reaching a market capitalization of $320 million, MARSCOIN on the BNB Chain reaching $260 million, and STONK on Solana reaching $220 million. BonkGuy believes this market is still in its early stages and is attracting RWA enthusiasts, retail traders, and traditional financial observers to the meme market.

BonkGuy also stated that MEME is currently at the center of a discussion between Robinhood founder Vlad Tenev and the CEO of AMC regarding the legality of crypto-equity tokens. He believes this controversy could be a significant catalyst for the entire crypto-equity meme narrative: if ultimately accepted, MEME could enter a new growth phase with the potential to reach a market capitalization of billions of dollars; conversely, it could damage the entire narrative.

BonkGuy revealed that Robinhood's previous cycle helped DOGE reach a market capitalization of approximately $88 billion and introduced many retail investors to Meme coin for the first time. He believes that if the same users see a token called "Meme" on Robinhood in the future, its spread could be amplified further; if the Meme coin even influences the real stock market and triggers a short squeeze similar to that of Meme in 2021, the related narrative could intensify further. He had not planned to disclose his complete investment logic so early, but decided to reveal his views ahead of schedule because Vlad Tenev suddenly followed the MEME account that day, and the price of MEME began to rise rapidly.

In addition, BonkGuy said his FOMO portfolio reached an all-time high of about $28 million late last week, making it the first account to reach eight-figure assets in less than four months since the platform launched. He also said that his 7-day, 30-day, and cumulative PNL were all more than double that of the second-place account.

According to Beating AI News, The Information's statistics show that Anthropic has signed contracts for at least 14.8GW of computing power in the past 11 months, which can be deployed gradually over the next few years. Based on currently available contracts, the potential total cost could reach as high as $517 billion, with most of the expenditure occurring over the next decade. Adding to the 1-2GW already secured before October of last year, Anthropic's total contracted computing power is approximately 16GW.

This expansion was primarily driven by demand from Claude. This year, Claude Code and Cowork growth exceeded Anthropic's expectations, prompting the company to focus on acquiring computing power. Amazon's new agreement offers up to 5GW, with Google and Broadcom providing an additional 5GW; Microsoft and NVIDIA are offering up to approximately 1GW. Anthropic also leased all the computing power of SpaceX's Colossus 1, securing over 220,000 NVIDIA GPUs, including H100, H200, and GB200 GPUs.

Despite such a large investment, Anthropic's computing power plan may still be lower than OpenAI's. Anthropic has secured approximately 16GW, with many contracts extending beyond 2030; OpenAI's target to investors is 30GW by 2030, and it expects to have invested approximately $750 billion in computing power by 2030.

$517 billion is the highest potential cost estimated by The Information based on existing cloud services, chip, and data center contracts. Some computing power may be delayed or even not used, and some contracts allow for early cancellation.