News linked to both this project and an event.
NVIDIA officially announced the launch of NVIDIA Halos for Robotics, a full-stack safety system designed for robotics and Physical AI. It aims to unify AI computing capabilities with robot safety architecture, accelerating the large-scale deployment of next-generation autonomous robots in factories, warehouses, and logistics scenarios. It is reported that humanoid robot company Agility Robotics has become one of the first adopters of NVIDIA Halos for Robotics, applying it to the safety system construction of its humanoid robot Digit.
cloud computing startup Runpod has announced the completion of a $100 million funding round and stated it has rejected multiple acquisition offers. Specific investor information has not yet been disclosed. The company focuses on providing GPU computing power rental services for developers, supporting open-source models and AI application deployment. Currently, this sector generally relies on NVIDIA GPU servers for computing resources. As AI applications expand, market demand for low-cost, highly flexible computing infrastructure continues to rise, driving up both the valuations and funding activity of cloud service providers like Runpod. (The Information)
Bitget has listed 7 stock tokens including rSCHD (US Dividend Stock ETF), rYUM (Yum! Brands), rASST (Strive), and rDHI (D.R. Horton), covering popular sectors such as finance and consumer goods.It is reported that rTokens, identified by the prefix "r" + stock ticker symbol (e.g., rNVDA for NVIDIA), are issued by Reality, a licensed RWA protocol under Bitget. By partnering with the compliant broker Alpaca, these tokens are directly connected to global liquidity pools such as Nasdaq and NYSE. Key features include: 1:1 reserve backing of underlying assets held by licensed custodians, stock dividends distributed 1:1 in token form, synchronized mapping of corporate actions (such as stock splits and reverse splits), and the ability to use the holdings as cross-collateral for unified accounts and USDT-margined perpetual contracts, allowing users to hold global stock assets while flexibly managing their funds.
“White-Haired Stock God” Serenity stated on X platform that he believes the "photonics theme + continuous-wave (CW) laser bottleneck" is one of the most important investment directions in the current AI infrastructure field.Serenity pointed out that the market seems to have overlooked Lumentum's (LITE) market cap growth from about $30 billion in 2024 to over $65 billion, with the core reason being the EML laser supply bottleneck driven by NVIDIA and changes in the optical network architecture.He believes the market is currently experiencing a similar logic, where continuous-wave lasers, 1.6T optical modules, and CPO (Co-Packaged Optics) architecture have become the focus of a new round of industrial upgrades. As NVIDIA continues to sign long-term supply agreements, AMD and other cloud service providers are competing for supply chain resources for continuous-wave lasers and optical components.Serenity cited Goldman Sachs research, stating that the total addressable market (TAM) for the optical communications market could grow to $154 billion by 2028, while the CPO market size is expected to surge from nearly zero to $91 billion within the next two and a half years.He stated that companies including Applied Optoelectronics (AAOI), SIVE, and other continuous-wave laser-related enterprises all hold strategic value, and believes the market may once again replicate the investment opportunities brought by the EML laser supply crunch. He is currently focusing on related assets in the continuous-wave laser supply chain, such as SOI, Tower Semiconductor (TSEM), and SIVE.
Bitcoin mining company HIVE Digital announced that its wholly owned subsidiary, BUZZ High Performance Computing (BUZZ HPC), has entered into a sovereign AI infrastructure partnership with Bell Canada and Cohere. The collaboration will integrate Bell AI Fabric’s data center and network infrastructure, Cohere’s large language models and enterprise-grade AI capabilities, and BUZZ HPC’s computing platform—built on NVIDIA-accelerated GPU cloud and AI factory technologies. BUZZ HPC disclosed that it has signed a three-year GPU cloud contract valued at up to $220 million and will procure GB200 NVL72 rack-scale systems comprising 2,304 NVIDIA Grace Blackwell GPUs. This AI cluster will provide compute power for Cohere’s foundational models and enterprise AI applications.
Sharon AI has announced the issuance of convertible senior notes to raise $700 million, with the proceeds intended to support its computing agreement with NVIDIA.
Bitget, in collaboration with Block Scholes, has released an RWA perpetual contract liquidity report. Data shows that Bitget’s tokenized stock and commodity markets have continued to mature since 2026. Taking NVIDIA (NVDA-USDT) as an example, as of mid-May, the order book liquidity within a ±2% spread reached approximately $4.1 million—roughly 75% of Bitget’s Bitcoin spot market depth.
according to the official announcement, SpaceX (SPCX) was listed on NASDAQ today, and Bitget has simultaneously opened its US stock spot token rSPCX trading channel. From now until 12:00 PM EST on June 13, trading rSPCX enjoys a 0 fee promotion, supports fractional share trading, with a minimum of 10 USDT required. Additionally, users can participate in leveraged trading through Bitget stock contracts.It is reported that rTokens, identified by the letter r followed by the stock symbol (e.g., rNVDA for NVIDIA), are issued by Reality, a licensed RWA protocol under Bitget. Through a partnership with the compliant broker Alpaca, they directly connect to global liquidity pools such as NASDAQ and the NYSE. Their features include: 1:1 reserve of underlying assets held by a licensed custodian, 1:1 distribution of stock dividends in token form, synchronous mapping of corporate actions like stock splits and reverse splits, and the ability for holdings to serve as joint margin for unified accounts and USDT-margined contracts, allowing users to flexibly manage funds while holding global stock assets.
: According to an official announcement, to meet users' round-the-clock trading needs, Bitget Stock Spot (rToken) has officially launched its weekend trading feature. The first batch supports 20 popular U.S. stock options, including rAAPL (Apple), rNVDA (NVIDIA), and rTSLA (Tesla).During U.S. stock market closures, the platform will generate continuous weekend trading prices based on Friday's closing prices, market maker quotes, and market expectations. This feature supports limit orders and stop-loss/take-profit settings. To prevent abnormal fluctuations, the system implements an approximate ±20% protection limit for weekend limit orders.rToken, identified by the letter "r" followed by the stock ticker (e.g., rNVDA for NVIDIA), is issued by Reality, a licensed RWA protocol under Bitget. Through a partnership with compliant broker Alpaca, it connects directly to global liquidity pools such as Nasdaq and the New York Stock Exchange. Its features include: 1:1 reserves of the underlying assets held by a licensed custodian, stock dividends distributed 1:1 in token form, corporate actions such as stock splits and reverse splits synchronously reflected, and holdings can be used as joint margin for unified accounts and U-margined contracts, allowing users to flexibly manage funds while holding global stock assets.
Sharon AI Holdings, a Nasdaq-listed company, announced a six-year strategic computing cooperation agreement with NVIDIA to jointly expand AI infrastructure capabilities in Australia.Under the agreement, the two parties will collaborate to build approximately 72MW of data center computing capacity and deploy infrastructure based on the NVIDIA DSX AI Factory architecture. The plan is to gradually scale up to 40,000 Grace Blackwell GB300 GPUs to meet the computing needs of AI startups, enterprise clients, and research institutions.The cooperation model adopts a structure combining revenue generation with credit support: Sharon AI will be responsible for selling cloud services based on NVIDIA's computing power, while NVIDIA, upon receiving hardware and basic product revenue, will also participate in a share of cloud service revenue, forming a sustainable "usage-driven revenue model."Sharon AI stated that this collaboration will significantly enhance its capital efficiency, enabling it to expand AI infrastructure capabilities without relying on traditional heavy-asset financing and accelerate the deployment of "sovereign AI computing power" in Australia. With this partnership, Sharon AI's total AI factory capacity will increase to 132MW, of which approximately 102MW is already contracted by clients. The company expects to deploy over 55,000 NVIDIA GPUs by mid-2027. (Businesswire)
sources say NVIDIA has begun pitching its first independent central processing unit (CPU) product, Vera, to Chinese clients. Designed specifically for Agentic AI systems, the chip has entered mass production, marking NVIDIA's attempt to further expand its presence in the Chinese market with a CPU offering.According to sources, some Chinese clients have already shown interest in Vera. One major Chinese cloud computing company plans to procure over 300 servers equipped with dual Vera CPUs for testing, and will decide whether to expand procurement after the tests are completed.Built on the Arm Holdings architecture, Vera is NVIDIA's first independent CPU product. NVIDIA has previously stated that Vera's performance in AI agent-related computing tasks is 1.8 times that of comparable competitor products, and expects the product to contribute approximately $20 billion in revenue by the end of this fiscal year (ending January next year).The report notes that as the AI industry's focus gradually shifts from model training to inference computing, CPUs and custom chips are gaining more attention. Vera also positions NVIDIA to directly compete with Intel and Advanced Micro Devices (AMD), which have long dominated the server CPU market.Sources indicate that due to strict U.S. export restrictions on high-end GPUs, CPUs face relatively smaller regulatory hurdles in the Chinese market compared to GPU products. Currently, some Chinese clients plan to first deploy Vera chips for testing in overseas data centers. Meanwhile, software ecosystem compatibility and existing domestic AI chip deployment frameworks may still impact the subsequent large-scale adoption of Vera. (Reuters)
According to The Information, OpenAI is negotiating a 20-year lease agreement, which would represent its largest infrastructure investment commitment to date. NVIDIA has discussed providing credit support for this project.
Odaily Odaily, according to an official announcement, Bitget has added 15 US stock tokens as margin currencies in its unified account and USDT-margined contract cross-margin mode.The newly supported assets include: core tech assets such as rAAPL, rAMZN, rMETA, rMU, rTSLA, rGOOGL, rNVDA, rINTC, rMSFT, rASML, rAVGO, rTSM, rSNDK, as well as the broad market index tokens rQQQ and rSPY.Following the update, users can hold spot positions in these related US stock tokens and use them directly as margin to participate in contract trading, enabling more flexible capital management and cross-market risk hedging. For more details, please refer to the official Bitget platform announcement.
prediction market platform Polymarket has disclosed the completion of its first institutional on-chain block trade. The six-figure USD transaction was executed on the Polygon blockchain by digital asset broker FalconX and AI risk settlement infrastructure startup Anera Labs, targeting contracts related to the Ornn Compute Price Index, which tracks the rental price of NVIDIA H100 GPU chips. Polymarket stated that this is the first institutional on-chain block trade in the prediction market field. Going forward, FalconX will also serve as the exclusive market maker for block trades on the Polymarket platform to support institutional clients' liquidity needs and price discovery. (CNBC)
: Axe Compute (NASDAQ: AGPU) has announced that the underlying infrastructure provider for its $260 million enterprise-level contract is Aethir, a globally distributed GPU infrastructure network. It is reported that Axe Compute has confirmed receipt of the first payment of $43 million under this contract. Aethir has officially initiated the compute delivery process for the corresponding cluster of 2,304 NVIDIA B300 GPUs, with a target go-live date set for the third quarter of 2026.The contract adopts a 36-month take-or-pay structure, and is expected to generate approximately $21 million in revenue per quarter after going live.
Gracy Chen, CEO of Bitget, announced that Bitget’s new product, RealityFi (@RealityFi_xyz), directly connects to licensed broker-dealers registered with FINRA and members of the Securities Investor Protection Corporation (SIPC). This enables orders to flow straight into the native order books of NASDAQ and the New York Stock Exchange (NYSE), fundamentally resolving the liquidity fragmentation and severe slippage issues plaguing existing tokenized U.S. equities products—and delivering “what you see is what you get” execution prices. The product supports 24×5 trading hours, with plans to expand to 24×7 continuous trading. Pre-market and after-hours liquidity matches that of established brokers, utilizing compliant off-market channels. RealityFi is a pure spot product—offering no leverage and zero liquidation risk. In its initial phase, over 30 U.S. equity tokens will be listed, scaling to more than 100 within one to two weeks. These will include popular stocks such as Apple, Tesla, and NVIDIA, as well as major index ETFs like SPY and QQQ. The corresponding rTokens will begin rolling out in early June.
amidst the US earnings season and the continuous advancement of AI narratives by tech giants, according to official sources from Bitget, the platform has recently added 10 new US stock contract targets. As a result, Bitget's Universal Exchange (UEX) now supports 263 US stock tokens and 81 US stock contracts. The total number of US stock-related assets tradable across the entire platform has exceeded 340.This week enters a period of密集 earnings reports and macroeconomic data releases. Through continuous expansion, Bitget aims to provide users with a wide range of cross-market asset allocation channels.3 Key Focus Targets This Week:• NVDA (NVIDIA): Will release Q1 earnings after the US market closes on May 20. The implied volatility from the options market suggests a potential single-day swing of over 7.5%. As the core of AI computing power, its performance will directly impact the overall valuation trend of the tech sector.• GOOGL (Google): Recently, at its I/O conference, Google intensively released multiple new products such as Gemini 3.5 and AI agents. The market is closely monitoring the subsequent pace of commercial implementation and revenue monetization capabilities.• WMT (Walmart): Will release Q1 earnings before the market opens on May 21. As a retail giant, Walmart's resilience during the consumer downturn cycle is under significant scrutiny. The earnings results and guidance will directly influence investors' assessment of full-year growth expectations and the stock's short-term performance.
According to the latest 13F filing, as of the end of Q1 2026, NVIDIA’s proprietary investment portfolio held stocks with a total market value of approximately $18.374 billion—significantly up from $13 billion at the end of 2025. The portfolio is highly concentrated in AI-ecosystem-related names (semiconductors, cloud computing infrastructure, EDA, optics, networking, and biopharmaceuticals). Notably, in Q1, NVIDIA increased its stake in CoreWeave by 94.5% to approximately 47.21 million shares, raising the holding’s value by roughly $1.78 billion. It also initiated new positions in Coherent Corp. (approximately 7.8 million shares) and Generate Biomedicines (approximately 833,000 shares). Intel remains NVIDIA’s largest holding, with over 214.7 million shares. This reflects Jensen Huang’s strategic initiative to support the entire AI ecosystem—from chips and cloud computing to networking, photonics, and drug discovery.
U.S. President Trump concluded his visit to China, and the China-U.S. talks released positive signals, boosting market expectations for trade easing, supply chain stability, and technological cooperation. WEEX Labs noted that U.S. equities linked to the accompanying business delegation—including Tesla (TSLA), NVIDIA (NVDA), and Apple (AAPL)—continued their upward trend, reflecting heightened market optimism regarding long-term opportunities arising from AI collaboration, access to the Chinese market, and supply chain optimization. Meanwhile, news of the U.S. rejecting Iran’s ceasefire proposal may further push up energy prices, exacerbating global inflation and volatility in risk assets. Currently, the WEEX TradFi segment supports tokenized trading of U.S. equities, gold, crude oil, and other assets, and has launched a TradFi Spot Trading Competition with a $100,000 prize pool—enabling users to conduct global asset allocation and event-driven hedging in one integrated platform.
today, the RWA trading platform MSX Maitong officially launched spot trading for the US stock token ($CBRS.M) of AI computing unicorn Cerebras. Market data shows that $CBRS.M opened at $350, surged to a high of $386.34 during the session, and triggered an upward circuit breaker on its first day.It is reported that Cerebras is the first Pre-IPO core target launched by MSX. The locked subscription price for early participants was only $100.35, and the current actual yield has exceeded 300%. From $100.35 to $350: MSX's first issuance of Cerebras successfully exited, completing a historic closed loop for on-chain RWA. It is one of the very few platforms in the entire network that allows retail investors to genuinely access subscription quotas for top tech stocks and successfully cash out.Cerebras is regarded by the industry as "NVIDIA's strongest challenger," possessing the world's largest AI training chip and recently signing a strategic agreement with OpenAI worth over $20 billion.