News linked to both this project and an event.
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.
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 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 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 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.
According to CoinDesk, NVIDIA reported earnings that beat market expectations and announced revenue guidance of up to $108 billion for the next quarter.
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.
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.
According to Chaoxiang Research, a Morgan Stanley report dated August 24 indicates that the total disclosed off-balance-sheet commitments from hyperscalers, NVIDIA, and Broadcom have surpassed $3.1 trillion. Lease commitments total $1.1 trillion and procurement commitments $1.7 trillion, while the combined on-balance-sheet debt and lease liabilities of hyperscalers reach $770 billion. Amazon and Google's free cash flow turned negative in Q2 2026, with Meta expected to follow suit next quarter. Financing instruments are restructuring the AI compute capital structure across six dimensions: off-balance-sheet lease and procurement commitments form the first financing layer; the share of debt issuance rises from 2% in 2025 to 19% in 2026; Google frees up $110 billion by reducing share buybacks and issuing equity; Oracle records $4.6 billion in customer advance payments in Q2; and Broadcom and NVIDIA launch chip-leasing SPVs to support unrated AI labs. Morgan Stanley notes that when the financing structure itself becomes a core variable in the AI supply chain, tracking changes in off-balance-sheet commitments and accounting judgments is nearing the importance of tracking chip shipments themselves.
According to Chaoxiang Research, on August 24, UBS released a SemiBytes Industry Flash Review, highlighting three synchronized key tracks: Broadcom, NVIDIA, and Terafab under SpaceX. Broadcom is set to release its Q2 earnings report on September 2. UBS forecasts third-quarter AI revenue of approximately $16 billion, rising to $21–22 billion in the fourth quarter. The firm has lowered its 2027 AI revenue projection from roughly $135 billion to $130 billion, slightly adjusted its target price from $485 to $470, and maintained a Buy rating. Anthropic contributed approximately $2.5 billion in Q3, while Google Cloud AI revenue saw a quarter-over-quarter increase of around $2 billion. NVIDIA CEO Jensen Huang disclosed that the company's business model is expanding into compute infrastructure, with a $1.5 billion investment in SB Energy via the PORTS-Pike project and up to $105 billion in credit support to assist OpenAI in securing 4.25 GW of land and power facilities. UBS believes land, power, and fabs are emerging as strategic inputs for the AI supply chain. On the Terafab front, Tesla's recruiting portal listed 44 relevant positions in July spanning all major semiconductor manufacturing processes. The appearance of memory design and integration engineering roles confirms internal memory fabrication intentions. Satellite imagery of the Grimes County, Texas campus shows the project is still in its early stages, with only site-clearing operations visible.
According to official NVIDIA announcements, SpaceXAI will deploy NVIDIA Vera CPU to accelerate next-generation Agentic AI applications and further expand the AI infrastructure supporting Grok. SpaceXAI plans to adopt the NVIDIA Vera Rubin platform to scale compute capacity to the gigawatt level.
Aethir today announced the launch of the ACCELERATE strategic project, securing usage rights for 10 AI data center sites across the US and Europe, with a total capacity of up to 20 megawatts. According to official disclosures, the total contract value upon full completion will exceed $2 billion, with up to $700 million in contracts expected to be secured by the end of 2026. The sites support NVIDIA B300 and GB300 clusters, with node counts ranging from 64 to 256, enabling deployment cycles measured in months rather than the multi-year construction timelines typical of traditional data centers.
Odaily News Aethir announced today the launch of the ACCELERATE strategic initiative, securing access to 10 AI data center sites across the US and Europe, with a total capacity of up to 20 megawatts. According to official disclosures, the total contract value of these sites will exceed $2 billion upon full completion, with an estimated contract value of up to $700 million expected to be finalized by the end of 2026. The sites will support NVIDIA B300 and GB300 clusters, with node scales ranging from 64 to 256 units, and deployment cycles measured in months—unlike the multi-year construction timelines of traditional data centers.Aethir also announced an update to its IDC tokenomics policy, introducing a burn mechanism and a floating platform fee. The Aethir Foundation holds equity in Axe Compute.
Odaily News: NVIDIA is in deep talks with Cloverleaf Infrastructure, a data center power infrastructure developer, to invest hundreds of millions of dollars to expand its footprint in the AI infrastructure space.Cloverleaf Infrastructure is primarily responsible for securing stable power supplies and developable land for large-scale data center projects. Its current pipeline of data center power capacity exceeds 10 gigawatts (GW). If the deal goes through, NVIDIA will further lock in future data center capacity, securing the infrastructure necessary to deploy its AI chips.In recent years, as demand for AI computing power has grown rapidly, power availability has become a key constraint on data center expansion. NVIDIA has also been making continued investments in related energy infrastructure companies, including power developer Lancium and SoftBank-backed SB Energy, signaling its evolution from a chip supplier into a participant in the broader AI infrastructure ecosystem.
"White-Haired Stock God" Serenity stated that Unitree (688836) surged significantly after its listing, providing an important valuation benchmark for humanoid robot companies in the public market. As a reference, Agility Robotics, backed by NVIDIA, Amazon, and others, plans to go public via Churchill Capital Corp XI (CCXI), with a pre-money valuation of approximately $2.5 billion. Tesla's market cap has already exceeded $1 trillion, but the Optimus humanoid robot business is only a part of this sprawling company.Serenity noted that Unitree's performance demonstrates that public market demand for "pure-play humanoid robot targets" is far higher than many had previously anticipated.
According to Axios, Atomic Canyon will launch NIVA, an AI virtual assistant for the nuclear energy industry. The tool was developed in collaboration with the Institute of Nuclear Power Operations, the Electric Power Research Institute, and the Nuclear Energy Institute. It aims to help nuclear power plant operators retrieve operational records, technical documentation, and corrective procedures more efficiently, thereby supporting decision-making and issue resolution.
: Bitget has officially launched FCN (Fixed Coupon Notes), bringing structured products from traditional finance into the tokenized US stock sector, becoming the first crypto exchange to combine the FCN structure with USDT settlement and US stock rToken delivery.The initial underlying assets and reference APR ranges include: SanDisk SNDK 56%–71%, Marvell MRVL 49%–61%, SK Hynix SKHY 46%–58%, Micron MU 39%–48%, and NVIDIA NVDA 13%–16%. In addition, Bitget has simultaneously launched a limited-time cashback campaign. Users who reach specified cumulative subscription tiers will receive corresponding cashback rewards, with a maximum of 10,000 USDT per individual. The campaign runs until September 18. For more details, please refer to Bitget's official platform.Bitget FCN (Fixed Coupon Note) is a type of structured wealth management product linked to a single US stock rToken. Users can subscribe using USDT and set a strike price. Upon maturity, if the observed price is not lower than the strike price, the USDT principal and fixed interest will be returned; if it is lower than the strike price, the principal will be converted into the corresponding rToken at the strike price, while still earning the fixed interest.
Odaily News - Digital infrastructure company HIVE Digital Technologies' high-performance computing division, BUZZ High Performance Computing, has signed a five-year AI cloud services contract worth approximately $350 million with an undisclosed investment-grade enterprise client. The contract is expected to generate approximately $70 million in additional annual revenue, bringing BUZZ HPC's annualized revenue to approximately $180 million. BUZZ HPC will deploy 2,016 NVIDIA Blackwell Ultra GPUs, utilizing the GB300 NVL72 system, NVIDIA Quantum-X800 InfiniBand networking, and VAST Data storage. The cluster is expected to become operational later this year at Bell's AI Fabric facility in Merritt, British Columbia, Canada, which runs on renewable hydroelectric power and closed-loop liquid cooling technology. HIVE estimates the project's capital expenditure at approximately $185 million, which will be funded through previously announced financing and new equipment debt. The company expects daily revenue of approximately $500,000 from its HPC and AI business once the cluster is fully operational, and plans to achieve $200 million in annualized GPU cloud services revenue by year-end. The company holds approximately 400 megawatts of capacity in Canada, which can support over 120,000 GPUs over the next two years. (Bitcoin.com News)
NVIDIA CEO Jensen Huang stated that A100 GPU clusters will remain available from 2020 to 2029, emphasizing that the core value of the NVIDIA computing platform lies not only in the chips themselves, but more in CUDA providing a unified platform for developers and NVIDIA engineers, enabling Ampere, Hopper, and Blackwell architectures to continue receiving upgrades throughout their lifecycle.
NVIDIA announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform. The platform aims to mobilize over $500 billion in third-party capital over the long term to support AI infrastructure development.