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Jensen Huang: OpenAI and Anthropic's In-House Chips Differ in Product Positioning from NVIDIA

According to Yonhap News Agency, NVIDIA CEO Jensen Huang stated on the fiscal year 2027 second-quarter earnings call that the custom AI chips developed by OpenAI and Anthropic are "completely different" from NVIDIA's products. He noted that most custom chip projects are primarily focused on AI inference workloads, whereas NVIDIA provides a complete AI computing platform that can be deployed across multiple cloud environments. NVIDIA has previously invested in both OpenAI and Anthropic; Huang expects both companies to continue serving as both customers and partners of NVIDIA over the long term, and he expressed "100 percent confidence" in the competitiveness of NVIDIA's technology regarding performance and cost.

Core Lightning recommends unupgraded nodes run offline; a fix version has not yet been released.

According to The Defiant, the Core Lightning (CLN) maintainers for the Bitcoin Lightning Network have notified node operators that if they are unable to upgrade to the upcoming patched version, they should run their nodes offline using the --offline parameter. The team stated it will release binaries containing fixes for multiple disclosed vulnerabilities, but specific vulnerability details will remain confidential for two more weeks; as of press time, the relevant binaries and security advisory have not been published. CLN had previously noted that it received several AI-generated CVE reports over the past ten days, and the team is working with open-source contributors to verify, classify, and patch them. The latest public release is v26.06.6, issued on July 22, and the v26.09 release, originally slated for late September, continues to proceed as planned.

Sticky July PCE Data Lifts Fed Rate Hike Expectations; Iran and Oman Agree on Strait Revenue Split

July U.S. PCE price index shows inflation remains sticky, with markets raising the probability of a September Fed rate hike; Iran announces a revenue-sharing agreement with Oman on Strait of Hormuz transit fees, while Russian media discloses plans to escalate strikes against Ukraine.

Zhipu Open-Sources GLM-5.3-Flash, US PCE Beats Estimates, Nvidia Gains After Hours

Zhipu announced the launch and open-source release of the GLM-5.3-Flash model. The year-over-year rate of the US July PCE price index reached 3.7%, exceeding expectations, while expectations for Federal Reserve rate hikes intensified; Nvidia disclosed 70% growth guidance for fiscal year 2028, boosting its after-hours stock price.

NVIDIA CFO expects FY2028 revenue to increase by approximately 70%.

NVIDIA's Chief Financial Officer released earnings guidance, projecting approximately 70% year-over-year revenue growth for the company in fiscal year 2028. This forecast provides the market with a clear reference for long-term financial expectations.

NVIDIA and AWS plan to deploy an additional 2 million GPUs between 2027 and 2028.

NVIDIA CFO announced that the company will deploy an additional 2 million GPUs within AWS's global infrastructure between 2027 and 2028 to strengthen both parties' computing power collaboration.

NVIDIA Releases $108 Billion Revenue Guidance, Shares Fall 2% in After-Hours Trading

NVIDIA expects third-quarter revenue to reach $108 billion, exceeding the average analyst estimate but falling short of some market forecasts. Following the earnings report, its stock dipped approximately 2% in after-hours trading, sparking market concerns over the pace of AI capital expenditure growth and the potential for an industry bubble.

Nvidia's FY2027 Q2 Data Center Revenue Beats Expectations

NVIDIA reported results for the second quarter of fiscal 2027, with its data center business revenue reaching $89 billion, significantly exceeding the market expectation of $85.077 billion and more than doubling year over year.

NVIDIA Earnings Beat Expectations, Next-Quarter Revenue Guidance Reaches $108 Billion

According to CoinDesk, NVIDIA reported earnings that beat market expectations and announced revenue guidance of up to $108 billion for the next quarter.

Better and Coinbase Launch Bitcoin-Backed Mortgage Product, Allowing Borrowers to Pay Down Payments Without Selling BTC

Odaily News - U.S. mortgage lender Better Mortgage and cryptocurrency exchange Coinbase have announced the launch of a bitcoin-backed mortgage product that allows U.S. homebuyers to use BTC as collateral for their down payment loan, eliminating the need to sell their bitcoin holdings. The product is now officially open for applications.The product consists of a Fannie Mae-backed mortgage paired with a separate down payment loan. Borrowers are required to pledge BTC valued at least 250% of the down payment loan amount, with the collateral transferred to Better's custody account on Coinbase Prime. Both loans carry the same interest rate and amortization period, and are repaid through a single monthly payment.A decline in the bitcoin price will not independently trigger a margin call or alter the mortgage terms, but if a borrower falls 60 days or more behind on payments, Better may liquidate the pledged BTC. Applicants must be U.S. residents with a verified Coinbase account, and Coinbase One members can also earn a 1% rebate of up to $10,000, which can be applied toward closing costs and fees. (Cointelegraph)

Better Launches Bitcoin-Backed Loans, Coinbase Assists with Custody

Better partners with Coinbase to launch Bitcoin-backed loans, allowing borrowers to access funds using BTC as collateral without liquidating assets, thereby gaining liquidity while avoiding capital gains taxes.

NVIDIA reports earnings after US market close.

NVIDIA is scheduled to release its latest earnings report after U.S. market close, with the market closely focusing on its data center revenue and overall earnings guidance.

Core Lightning Warns Users to Upgrade, Unupgraded Nodes Should Be Taken Offline

: Bitcoin News posted on X that Core Lightning developers have received a large number of AI-generated CVE reports over the past 10 days, and have verified the existence of vulnerabilities that need to be fixed. The team has now escalated its response, will release signed binaries, and will keep vulnerability details confidential for a two-week period. Core Lightning strongly urges all users to upgrade during this period; users who have not upgraded should take their nodes offline. Previous versions, including 26.04, will no longer be supported.

Coldcard incident boosts BitBox credit card sales by ~10x, while Trezor and OneKey see rising demand

Odaily News - Hardware wallet maker BitBox reports that credit card sales in August grew roughly 10x compared to the baseline of previous weeks, with the increase primarily driven by North America. Trezor and OneKey also confirmed rising sales during the same period, though neither disclosed specific figures.Trezor, BitBox, and OneKey have all re-reviewed their seed phrase generation, random number generator, entropy, and firmware verification processes. Trezor plans to conduct penetration testing on core firmware functions and publish related security audit reports. OneKey will strengthen reviews of security-critical code paths and transaction signing processes.Ledger CTO Charles Guillemet stated that AI-assisted attacks mean patch releases, vulnerability disclosures, and user education need to accelerate. Blockstream Jade has released a firmware update containing multiple fixes and recommends users simultaneously update their apps, operating systems, devices, routers, and home appliances. (Bitcoin.com News)

U.S. July PCE Rises 3.7% Year-over-Year, Devere Group CEO Warns of Stagflation Risk

According to data released by the U.S. Bureau of Economic Analysis (BEA), the Personal Consumption Expenditures (PCE) price index rose 0.2% month-over-month and 3.7% year-over-year in July; excluding food and energy, core PCE rose 0.2% month-over-month, with inflation still above the Federal Reserve's 2% target.Nigel Green, CEO of global financial advisory firm Devere Group, stated that the U.S. economy is flashing a stagflation warning, with economic growth stalling while inflation refuses to subside. He noted that the Federal Reserve faces difficulty in simultaneously raising interest rates to curb inflation and cutting rates to support growth, and expects the federal funds rate to remain unchanged.Following the release of the PCE data, major U.S. stock indices opened higher, gold prices fell to $4,626 per ounce, and silver dropped to $68.31. Bitcoin traded within a range of $77,250 to $79,539 over 24 hours, and was trading at $77,600 at 11:00 a.m. Eastern Time on Wednesday. (Bitcoin.com News)

Nvidia Earnings Preview: Q2 Revenue Expected to Nearly Double to $92.17 Billion, Market Focus on AI Chip Demand and Supply Chain Pressures

Odaily News Nvidia will release its fiscal 2026 second-quarter earnings after the U.S. market close. According to analyst estimates compiled by LSEG, the company's quarterly earnings per share are expected to be $2.10, with revenue projected to reach $92.17 billion.The market expects Nvidia's revenue to nearly double from $46.7 billion in the same period last year, continuing the rapid growth driven by the wave of artificial intelligence infrastructure investment. As a core supplier of AI computing power, Nvidia's GPUs are widely used to train and run advanced AI models, and the company is also involved in advancing the construction of next-generation AI data centers through financing support and other means.However, after nearly three years of significant gains, investor expectations for Nvidia have become more cautious. As of Tuesday's close, Nvidia has risen approximately 14% year-to-date, slightly outperforming the Nasdaq index. Market concerns include competitive pressure from rivals such as AMD and Google, as well as rising costs stemming from the global memory chip shortage.Currently, Nvidia is in a new product cycle, with its latest Vera Rubin AI system already being delivered to customers including Microsoft and OpenAI. Investors will focus on sales progress and supply conditions for the Rubin and Blackwell chip families, as well as the company's outlook for future AI computing power demand.Nvidia CEO Jensen Huang has previously stated that he expects the current product cycle based on the Blackwell and Vera Rubin architectures to generate cumulative sales of $1 trillion by 2027. The company will hold its earnings conference call at 5:00 PM ET. (CNBC)

Coinbase will list Grass (GRASS)

Coinbase Markets announced that spot trading for Grass (GRASS) will go live on August 26, 2026. If liquidity conditions are met, the GRASS-USD trading pair will open in supported regions later today.

xStocks Lists Five Tokenized Stock Spot Products, Including Micron, SK Hynix, and NVIDIA, on Hyperliquid

xStocks announced that it is advancing its tokenized stock business on Hyperliquid, with MUx, SKHYx, NVDAx, QQQx, and SPYx now live as native spot markets. Each asset has approximately $1 million in liquidity, an average spread of 8–12 basis points, and supports 24/7 trading, with more assets to be listed subsequently.

Coinbase to List Grass (GRASS)

According to an official announcement from Odaily, Coinbase will list Grass (GRASS) on August 26, 2026. If liquidity conditions are met and trading is supported, the GRASS-USD trading pair is expected to open later today.

Qualcomm Releases AI Multimedia Development Framework IMSDK 2.0, Accelerating Edge AI Application Deployment

Odaily News: Qualcomm Technologies announced the launch of the Qualcomm Intelligent Multimedia SDK (IMSDK) 2.0, providing a unified development framework for AI and multimedia application development based on the Qualcomm Dragonwing platform.Qualcomm stated that IMSDK 2.0 is designed to help developers build intelligent applications on edge devices that integrate generative AI, multimedia processing, and real-time analytics capabilities, consolidating AI model inference, cameras, audio, video, sensors, and cloud connectivity into a single development environment, covering scenarios such as intelligent cameras, industrial robots, drones, and IoT devices.The new SDK introduces a Pipeline API and application building tools for Python and C++, reducing developers' reliance on underlying multimedia frameworks. Additionally, IMSDK 2.0 supports multiple AI inference paths, including the Qualcomm AI Runtime SDK (QAIRT), ONNX Runtime, and TensorFlow Lite, and can run models on CPU, GPU, or NPU as needed.Furthermore, IMSDK 2.0 introduces Coding Agent Skills for AI programming assistants, Documentation as Code, and containerized microservices capabilities, helping developers complete application building, debugging, deployment, and optimization through natural language instructions.