growth

ARK Invest's Director of Digital Asset Research, Lorenzo Valente, posted on X that since the rise of L1, application chains, and Rollup-centric roadmaps, messaging and interoperability protocols have become critical infrastructure. As more assets go on-chain, the demand for universal interoperability will grow exponentially.Lorenzo Valente stated that the interoperability business of the cross-chain interoperability protocol LayerZero is likely to quickly grow to a nine-figure ARR, and mentioned that the team has more progress to share in the future.

Elon Musk, CEO of Tesla and SpaceX, stated via video link at the G20 summit held in Asheville, North Carolina, on Tuesday that the productivity improvements brought by AI are already evident, and robotics technology will further push productivity to new heights. He predicts that AI could increase the global economy's scale by 20% to 30%, adding approximately $20 trillion to $30 trillion to annual economic output.Musk forecasts that the number of humanoid robots worldwide will reach 1 billion within the next decade, with these robots producing at least five times more than humans. The widespread application of humanoid robots could expand the global economy's scale by more than tenfold. He also predicts that by the end of next year, AI will be able to handle almost all digital tasks that do not involve changing the real physical world, with AI software reaching Stockfish levels, making it impossible for humans to compete in software development. He expects that within 12 to 18 months, AI will excel in all forms of engineering and digital work.As Musk made these remarks, SpaceX is ramping up its investment in AI. SpaceX's AI business generated $2.6 billion in revenue in the second quarter, a year-on-year increase of 247%. The company invested $15.8 billion in AI infrastructure in the second quarter, primarily for the expansion of the Colossus II data center, accounting for about 86% of total capital expenditures. Recently, SpaceX acquired the AI programming platform Cursor for $60 billion and released its latest AI model, Grok 4.6.

The B.AI platform's single-day token throughput has reached 1.33 trillion, with daily API calls exceeding 10.86 million, and the growth flywheel is accelerating.Since the launch of the free event on August 17, the single-day throughput has increased by 289 times, with a cumulative token throughput surpassing 8.19 trillion, over 220,000 new API users, and a cumulative API call volume exceeding 62.58 million.A single-day stable throughput of over a trillion is not the end, but a new starting point—more and more developers are deploying core workloads on the B.AI platform, driving the platform into a new phase of large-scale expansion, from code generation to multi-agent scheduling. B.AI is continuously strengthening its underlying infrastructure capabilities, rapidly evolving towards a "global intelligent settlement layer."

According to TechCrunch, the venture capital firm Andreessen Horowitz (a16z) has expanded the size of its fifth growth fund from $6.75 billion established in January this year to $8.5 billion, adding $1.75 billion in new funds. The fund primarily invests in growth-stage startups that are expanding products, exploring new markets, and scaling businesses.This fundraising comes just days after a16z announced the completion of its $1.1 billion Machine Era Fund. This fund mainly focuses on the AI hardware sector, with investment areas including infrastructure startups in chips, storage, networking, and data storage. David George, head of a16z's growth investment team, stated that the relevant growth fund has invested in over 100 companies in the past seven years. As AI companies enter the growth stage more rapidly, their financing needs and valuations are also rising. a16z is currently focusing on areas such as enterprise and consumer AI, defense technology, robotics, software and hardware infrastructure, and medical technology.

B.AI platform's daily token throughput has strongly broken through 1.11 trillion, officially entering the 1T+ super computing scheduling new era. Since the launch of the free event on August 17, the platform's daily throughput has increased by approximately 242 times, with a cumulative throughput of 6.86 trillion over 14 days and over 196,000 new API users.A series of record-breaking data confirms the underlying logic of B.AI's growth driven by "free openness + aggregation of top models"—by integrating domestic top models such as DeepSeek, GLM, and Qwen, it significantly lowers the entry barriers for AI applications, allowing real development needs to be fully released. As more and more developers choose to build AI applications here, the value and capacity of B.AI as a computing scheduling platform are continuously being validated and amplified.In the future, B.AI will continue to lower barriers and co-build a more efficient and open new era of AI computing power with global ecological partners.

According to Cointelegraph, the market value of tokenized real-world assets (RWA) on the Stellar blockchain is expected to grow by approximately 360% by 2026, rising from $868.8 million at the end of last year to nearly $4 billion. The Dune Analytics dashboard maintained by Stellar shows that as of August 29, the market value of RWA on the network reached $3.996 billion, covering asset classes such as U.S. Treasury bonds, private and public credit, and non-U.S. government debt.The concentration of issuers is relatively high, with Spiko leading at $1.55 billion, followed by Realiz ($559 million), Tradable ($548 million), Franklin Templeton ($546 million), and Ondo ($535 million). Stellar has also made breakthroughs in the non-U.S. government debt sector, with the Stellar Development Foundation citing data from RWA.xyz stating that as of August 20, the network held approximately $490 million in such assets, including tokenized Mexican CETES and Brazilian government bonds issued through Etherfuse.Institutional adoption continues to drive growth. In May, the Depository Trust & Clearing Corporation (DTCC) announced plans to integrate its tokenization services with Stellar, with DTC tokenized assets expected to go live in the first half of 2027, potentially supporting tokenized U.S. Treasury bonds, major index ETFs, and Russell 1000 constituents. In July, Tradable announced plans to bring up to $1 billion in private credit assets to Stellar.

According to DefiLlama data, the DeFi TVL of the Robinhood chain is currently about $683 million, with a growth of 17.78% over the past week, ranking first among leading blockchains.In terms of DEX trading volume, the network achieved $890 million in transactions in the past 24 hours, ranking 5th across the network. Additionally, the Robinhood chain's fees in the past 24 hours reached $279,000, ranking 6th across the network.

The Aave on-chain dashboard shows that V4 user deposits have reached $806 million, a 30% increase over 7 days, setting a new historical high. On August 19, deposits surpassed $500 million, on August 21 surpassed $600 million, and then within six days surpassed $800 million; on August 25, Ethereum V4 deposits alone exceeded $500 million.V4 active loans reached $206 million, with the EtherFi market having active loans of $62 million, and weETH collateral supporting WETH lending, with a utilization rate of 92%. The current market covers Ethereum, Optimism, and Avalanche deployments: Ethereum Core holds $378 million, EtherFi Cash on Optimism is $257 million, Ethereum Global Dollar is $75 million, Ethereum Prime is $63 million, Avalanche Core is $18 million, and Ethereum Plus is $15 million.In terms of deposit composition, weETH leads with $97 million, USDG $90 million, WETH and USDC each $81 million, liquidETH $77 million, liquidUSD $58 million, and WBTC $54 million. In comparison, V3 deposits reached $31 billion, while V4 replaces V3's market-per-pool design with a hub-and-spoke system.

According to CNBC, Goldman Sachs analyst Jim Schneider stated in an interview with CNBC that Nvidia's latest announcement of its second-quarter performance for fiscal year 2027 exceeded market expectations, and the revenue guidance for the next quarter is also higher than analysts' estimates. Driven by the company's optimistic outlook for revenue growth in the next fiscal year, Nvidia's stock price rose about 4% in after-hours trading.Schneider pointed out that Nvidia expects revenue for fiscal year 2028 to still achieve about 70% growth, indicating that the demand for AI infrastructure remains strong. The current focus of the market has shifted from short-term performance to whether the AI computing investment cycle can be sustained, and whether Nvidia's high growth expectations for the next few years can be realized.

The CFO of Nvidia stated that the growth of non-hyperscale cloud service provider customers is expected to account for about half of the data center business.

NVIDIA (NVDA.O) Chief Financial Officer expects revenue to grow by about 70% in fiscal year 2028.

Salesforce's stock price rose 12% in after-hours trading on the U.S. stock market, as its reported performance and guidance exceeded Wall Street expectations. The company's second-quarter revenue was $11.35 billion, with a net profit of $3.53 billion, an 87% year-over-year increase. It gained $2.6 billion from its investment in Anthropic.For the third fiscal quarter, adjusted earnings per share are expected to be between $3.42 and $3.44, with revenue between $11.42 billion and $11.5 billion. The full-year earnings per share are expected to be between $16.67 and $16.71, with revenue between $46.1 billion and $46.4 billion.

According to official data, last week the overall trading volume of Gate options increased by 182.56% month-on-month, and the number of trading users increased by 136.43% month-on-month; the number of retail trading users increased by 138.99%, with trading scale and user participation both improving.During the same period, the number of new users increased by 154.55% month-on-month, and the trading volume of new users increased by 724.26% month-on-month, further enhancing the participation momentum of new users and continuously expanding the user base. Overall, last week Gate options achieved significant growth in core indicators such as trading scale, user activity, and new user participation, with market activity and business growth momentum continuing to strengthen.In addition, Gate US stock options will soon be launched, covering the top 20 popular US stock targets in fields such as AI technology, semiconductors, electric vehicles, and cryptocurrency finance in the first phase, supporting USDT settlement, and enjoying 0 platform fees and 0 options commissions, providing users with more diverse and convenient trading options.

Franklin Templeton portfolio manager Sara Alagi stated that Nvidia investors are focused not only on the company's earnings report "exceeding expectations," but also on the specific details of the company's capital deployment and spending plans. She pointed out that Nvidia's expected price-to-earnings ratio for the next 12 months is about 21 times, and the market has priced in expectations of slowing growth. Nvidia needs to demonstrate earnings growth to prove that its free cash flow can be used for investments and stock buybacks.

FundaAI released a research report on enterprise AI applications, indicating that enterprise AI budgets are still expanding, but there is a divergence in trajectories in the second half of 2026 and 2027. The AI spending guidance from large U.S. telecom operator A shows an increase from a baseline of 100 in January to about 190 in December, with an expected year-on-year increase of 40%--50% in 2027; large European automaker A has only increased by 10%--15% so far this year, with guidance for next year remaining roughly flat.Incremental spending is shifting from paid seats to API/Token consumption and production workflows. The aforementioned telecom operator's subscription and API ratio has changed from about 50%/50% to 40%/60%, and it may trend towards 35%/65%; mid-to-large biopharmaceutical company A has adjusted from 80%/20% to about 70%/30%. Open-source adoption is uneven, with active scenario usage accounting for 30%--40%, as the unit price is lower, leading to a smaller spending proportion; experts estimate that open-source inference can be about 40%--70% cheaper than closed-source cutting-edge models, with the gap narrowing to 20%--40% under full cost metrics, and model routing, caching, and context compression could further reduce API spending by about 20%--30%.On the production side, AI budgets are increasingly built from the bottom up based on workflow ROI. The typical production ROI for this telecom operator is about 1.5--2 times, with a payback period of 6--18 months, and mature use cases can reach 3--5 times. The next wave of spending is related to agents, software modernization, network operations, commoditized workflows, and longer-cycle business processes, but engineering capacity, process reengineering, governance, and data readiness are becoming tighter constraints than funding.