News linked to both this project and an event.
According to TechCrunch, AI infrastructure company Cornelis announced the completion of a $205 million funding round led by IAG Capital Partners. The company also launched Active Compute Fabric networking technology, designed to improve communication efficiency between AI chips and reduce GPU idle time caused by waiting for data transmission.
According to an official announcement, Binance has introduced its US stock recurring buy feature, enabling eligible users to set up automatic purchasing plans for designated US equities and Exchange-Traded Funds (ETFs) at fixed intervals, without the need to manually execute trades each time. The feature will support 100 stocks and ETFs starting from September 10, 2026, at 18:00 (UTC+8), including assets such as Apple, NVIDIA, Tesla, Microsoft, Amazon, and the S&P 500 ETF. Binance advises that related products or features may not be available in certain regions; users should verify any location-based restrictions and note that execution prices may differ from those indicated when creating the plan.
According to official announcements, Bitget has launched compute pre-market perpetual contracts H100 and B200 for retail users, which are linked to the NVIDIA H100 and B200 GPU rental price indices, respectively, with quotes denominated in USD per GPU hour.Bitget's compute pre-market perpetual contracts further extend trading underlyings into the AI compute sector. By tracking GPU rental market index prices, users can participate in price discovery for global GPU compute rental rates and the AI infrastructure market ahead of time, capturing potential trading opportunities arising from shifts in demand for high-performance GPUs such as the H100 and B200. The product adopts a USDT-settled perpetual contract model, supports leverage of up to 10x, and offers 24/7 trading.
Odaily News NVIDIA CEO Jensen Huang stated in a post on Platform X that GPT-6 Astra was trained on over 100,000 NVIDIA Grace Blackwell NVLink72 units, with the journey from ChatGPT to o1 and then to Astra taking just 4 years. He stated that artificial general intelligence has arrived, congratulated the OpenAI team, and noted that 400,000 more GPUs are set to come online.
According to Reuters, AI data center optical interconnect company iPronics announced the completion of a $125 million Series B financing round, co-led by Maverick Silicon and Light Street Capital, with participation from NVIDIA, Triatomic Capital, Bosch Ventures, Catalight Capital, the European Innovation Council Fund, and others, bringing the company's total funding to $177 million. iPronics primarily provides rack-mounted optical switching equipment for AI infrastructure. Through its programmable optical layer, it enables AI clusters to dynamically adjust network connections in real time according to training and inference workloads. The new capital will be used to scale operations and accelerate commercial deployment.
NVIDIA announced the acquisition of Hugging Face for $12.93 billion, while OpenAI released the GPT-6 Astra model and claimed to be close to AGI. The Tesla Cybercab officially entered service, and Samsung and Texas Instruments are simultaneously expanding chip production and raising prices.
AI computing company Nscale has announced a multi-year strategic partnership with Figure, expanding the scale to over $6 billion. The deal represents the potential to deploy up to 100,000 NVIDIA Vera Rubin platform GPUs.
Binance announced the launch of options trading for approximately 1,000 U.S. stocks and ETFs, covering popular underlying assets such as Tesla and NVIDIA, further expanding into traditional financial services.
SoftBank-backed SB Energy has filed for an IPO, with a backlog of signed contracts totaling $439 billion and 8.8 GW of data center capacity. OpenAI is its primary customer, having invested $500 million and received approximately $5.5 billion in warrants, while also signing leases expected to contribute to near-term primary leasing revenue. NVIDIA has committed to investing $1.5 billion at the IPO price and provided a guarantee capped at $105 billion for OpenAI’s 4.25 GW lease in Ohio, which will be activated in phases as the facilities are completed.
According to Fortune, NVIDIA CEO Jensen Huang stated in an interview with Fox Business that the AI wave will not destroy jobs but instead create hundreds of thousands of new positions. He specifically noted that with the massive construction of infrastructure such as semiconductor fabs and AI data centers, trades like electricians, plumbers, and technicians will see a surge in demand. Huang predicted this will be the "largest infrastructure buildout in human history." NVIDIA has already committed to providing up to $105 billion in financial support for a new OpenAI data center in Ohio. However, the U.S. faces a severe shortage of skilled trades workers, with an estimated 2.1 million trade positions expected to remain vacant by 2030. In response, Blackstone, Ford, Google, and other companies have jointly launched the "U.S. Skilled Trades Alliance," aiming to expand skills training across 30 states nationwide.
According to Chaoxiang research, a Barclays report released on August 31 notes that the core theme of the Hot Chips 2026 conference has shifted from "who has the strongest compute" to "who can deliver the most output with the least power," making token/watt the most critical metric for measuring AI hardware success. Constrained by data center power supply, hardware vendors and hyperscalers alike are pushing system performance to its limits within fixed power budgets. Inference workload partitioning has emerged as a key architectural divergence: NVIDIA and Cerebras employ a partitioned approach that decouples prefill and decode stages, delivering roughly an order-of-magnitude improvement in the token/kW metric, whereas OpenAI's Jalapeno integrates prefill, speculative generation, and decoding entirely on a single chip. Barclays anticipates that both approaches will coexist long-term, with the partitioned strategy likely capturing a larger share over time.
Anthropic has partnered with NVIDIA, signing a cloud computing services agreement totaling $35 billion. The agreement aims to provide compute support for Anthropic’s AI model training.
In a post, "White-Haired Stock God" Serenity stated that following NVIDIA's $3.5 billion investment in MediaTek, NVIDIA seems to be actively "picking" potential winners in the next-generation ASIC (application-specific integrated circuit) space through capital and strategic partnerships, with Marvell and MediaTek poised to represent this cohort. NVIDIA's strategy mirrors its earlier backing of Neocloud's Nebius and CoreWeave. By fostering the growth of potential industry leaders and subsequently forging deep financial and strategic alliances with them, NVIDIA aims to cement its dominance within the AI infrastructure value chain. This strategy could exert a "second-order impact" on Broadcom, eroding its relative edge in the ASIC domain, while simultaneously incentivizing AMD, Broadcom, and select major cloud providers to deepen their collaborative efforts. Serenity argues that NVIDIA's moves warrant particular attention, as they will further solidify its strategic foothold in the AI inference market and potentially undermine the prior bearish thesis that hyperscalers' in-house ASIC development would pose a long-term challenge to NVIDIA.
According to Bloomberg, a fund under Blue Owl Capital led a $2.4 billion debt financing to support cloud computing provider Iren’s purchase of Nvidia Blackwell Ultra GPUs for its Canadian data center campus. The financing consists of a $1.2 billion senior secured term loan and an equal amount of senior secured notes, with a structure that allows Iren to procure the equipment in phases over a set period. Pacific Investment Management Company is also one of the guarantors for the financing. Documents show the facility carries a 9% interest rate and has a tenor of two and a half years.
Bybit announced the launch of Perp Options, the industry's first options product based on stock perpetual contracts, connecting crypto trading accounts directly to US equity derivatives. The initial underlying assets, SPCX (SpaceX) and NVDA (NVIDIA), will officially go live for trading at 20:00 UTC on September 17, 2026.
According to The Wall Street Journal, NVIDIA has suspended certain partnership deals involving revenue sharing in exchange for credit support. This move involves an adjustment to the company's financial strategy, with the market closely watching its subsequent business developments.
Odaily News: According to sources familiar with the matter, NVIDIA plans to establish an employee-funded U.S. Political Action Committee (PAC) named NVPAC, aimed at participating in U.S. political activities and supporting related policy initiatives.Sources indicated that the committee's funding will primarily come from personal donations by NVIDIA employees, with specific operational details and areas of support yet to be announced.In recent years, as artificial intelligence, chip export controls, and technology regulatory policies have drawn heightened attention from the U.S. government, tech companies like NVIDIA have been intensifying their engagement with policymakers. The establishment of NVPAC is also seen as a step by NVIDIA to further participate in shaping the U.S. policy environment.
Odaily News: Uniswap founder Hayden said in a post on X that he cannot ignore the theory of correlation trading pairs when observing various things, and noticed that the second-largest Uniswap pool on Base is the Jito staked SOL/BTC trading pair, which aligns with the logic of correlation trading pairs.In an article titled "Correlation Trading Pairs: How AMMs Win the Biggest Markets," Hayden stated that AMMs have the potential to become the core engine of all financial markets, and tokenization will make markets programmable, changing market types, market makers, and the assets being traded.He said Uniswap has been operating autonomously since its launch in 2018, with cumulative trading volume exceeding $4.6 trillion, and has helped increase the proportion of decentralized exchanges relative to centralized spot trading volume from less than 1% to over 20%. As AMMs have developed, their liquidity has gradually formed a structure of correlation trading pairs.He pointed out that AMMs initially achieved product-market fit in the long-tail asset market, and then stablecoin trading pairs developed. Due to the lower capital costs of passive strategies, the demand for professional market making in stablecoin trading pairs has been squeezed.Hayden said traditional financial markets are dominated by market-making firms that integrate capital, trading strategies, execution technology, settlement, and distribution into a single vertical business. Citadel Securities handles approximately 25% of US stock trading volume, with net trading revenue reaching $12.2 billion last year and trading capital of approximately $21 billion.He believes blockchain can unbundle the different components of traditional market-making businesses: code handles execution, shared services provide custody and settlement, and open-source software replaces proprietary infrastructure. The scarce factor of capital in AMMs is capital itself, and participants who can hold inventory at lower costs gain an advantage.Hayden said liquidity providers face lower inventory risk when holding assets with similar price movements, and liquidity will deepen as a result. Ethereum ecosystem assets typically trade against ETH, Solana ecosystem assets typically trade against SOL, stablecoins trade in pairs with each other, and a few high-liquidity trading pairs are responsible for connecting different asset clusters.He noted that once tokenized assets share the same settlement layer, any asset can trade directly against any other asset. For example, NVIDIA/USD can become NVIDIA/SPY and connect to the dollar through SPY/USD; oil companies can trade against oil ETFs or tokenized oil, and private credit can trade against tokenized US Treasury funds.Hayden said traditional market makers typically pursue delta neutrality, reducing risk by denominating in USD and hedging non-USD exposure, which increases market-making costs. A market structure consisting of low-volatility correlation trading pairs and a few high-
Bitget has launched the latest CandyBomb, featuring a total prize pool of 80 Nvidia shares (rNVDA). This event is open to new users of stock, metal, and commodity contracts. The participation period runs from August 27 at 21:00 to September 6 at 21:00 (UTC+8).
According to TechCrunch, Amazon and NVIDIA have announced an expansion of their partnership, with AWS planning to deploy an additional 2 million NVIDIA GPUs between 2027 and 2028. The deployment will cover Blackwell Ultra, Rubin, and Rubin Ultra to meet the rapidly growing compute demand from startups, AI labs, enterprises, and government clients. This comes just five months after Amazon previously committed to deploying over 1 million NVIDIA GPUs. Neither party disclosed the transaction amount, but based on per-unit GPU pricing, the order is estimated to be worth tens of billions of U.S. dollars. Beyond chip procurement, AWS will also integrate NVIDIA’s networking, CPUs, open-source models, and physical AI and robotics stacks, including Omniverse and Isaac.