infrastructure

According to the official announcement from Gate, Gate is exploring strategic cooperation with the clearing and custody company RQD* Clearing. Both parties plan to advance discussions on cooperation in areas such as digital assets, clearing and market infrastructure, regulatory compliance, and asset tokenization, leveraging their respective capabilities in digital asset services and financial market infrastructure to find new business synergy opportunities.Gate's founder and CEO Dr. Han stated that as digital assets increasingly integrate with traditional financial markets, Gate is focused on building the infrastructure that supports this process and looks forward to exploring cooperation opportunities with RQD* Clearing in the areas of clearing, infrastructure, compliance, and asset tokenization.RQD* Clearing provides the necessary clearing, custody, and technical infrastructure for broker-dealers, registered investment advisors, overseas financial institutions, and proprietary trading firms to access the market, and relies on its self-developed technology to offer clients real-time business data and flexible platform support.This exploration of cooperation is expected to further connect Gate's global digital asset ecosystem with RQD* Clearing's infrastructure capabilities in the market, opening up more space for the integration of digital assets and traditional financial systems at the asset, transaction, and technical levels.

Bitget released its transparency report for August 2026, disclosing its latest progress in the construction of a multi-asset trading ecosystem. In terms of U.S. stock tokens, taking rNVDA as an example, its daily trading volume reached $38.5 million, with over 4,200 users completing approximately 112,800 transactions, of which about 36% of the trading volume occurred outside regular U.S. trading hours, reflecting that rToken is becoming a core tool for investors to break through traditional trading time constraints and achieve 24/7 global asset allocation.On the institutional business front, Bitget launched an institutional-level CFD liquidity solution aimed at quantitative teams, proprietary trading firms, funds, brokers, and high-net-worth professional traders, supporting high-frequency quantitative trading, arbitrage between futures and spot, and automated trading scenarios such as EA.At the same time, the platform launched FCN (Fixed Coupon Notes), bringing traditional financial structured products into the tokenized U.S. stock market, becoming the first cryptocurrency exchange to combine the FCN structure with USDT settlement and U.S. stock rToken delivery. As related products and trading infrastructure continue to improve, Bitget is further strengthening its capabilities in institutional-level services, multi-asset coverage, and liquidity.In addition, third-party data shows that Bitget performs outstandingly in terms of liquidity and execution efficiency for tokenized stocks and stock perpetual contracts. In a liquidity benchmark test targeting the five stock spot markets of MSTR, SPY, QQQ, CRCL, and NVDA, DeFiLlama recorded Bitget with the lowest median bid-ask spread of 0.83 basis points and the deepest order book liquidity among all sample markets. In execution benchmark tests covering 36 stock perpetual contracts and 8 types of metal and commodity perpetual contracts, Bitget maintained a significant lead in approximately 90% of trading pairs.

FinChip and AgentOn today announced a merger agreement, and the two parties will integrate into a unified operating company, branded as Finch, while also announcing the completion of a pre-A round of financing.Finch is valued at 50 million USD in this round, with participation from Waterdrop Capital, Peer VC, and other institutions. Previously, the company had received investments from Longling Investment, ME Group, and X INFINITY. The funds from this round will primarily be used to expand the supply of agents and skills in four major markets, develop enterprise clients and task demand sides, and promote the implementation of skill standards in the industry.

According to the Finnish Broadcasting Company YLE, Google will invest at least 13 billion euros in Finland's artificial intelligence infrastructure in 2027-2028.

On September 9, at the 2026 JD Global Technology Explorer Conference, the Chairman of the JD Group Technology Committee and President of JD Cloud, Cao Peng, announced the latest progress of JD in the three major AI infrastructures of computing power, data, and models.In terms of computing power, JD Cloud has collaborated with partners such as Moore Threads to create a domestic 10,000-card cluster and plans to build a 100,000-card cluster.In terms of data, JD Cloud's 10 million hours of the largest human-scale data collection initiative is progressing smoothly.In terms of models, JD has formed a JoyAI foundational model matrix covering multimodal models, world models, and embodied models, and has released the real-time interactive world model JoyAI-Echo WM.

On September 9, the B.AI platform announced that the total number of registered users has surpassed 2,400,612, increasing from 2.3 million to over 2.4 million.B.AI describes itself as the infrastructure of the AI Agent era, promoting the efficient circulation and sharing of intelligent computing power.

Bitmine Chairman Tom Lee recently expressed the view that Ethereum (ETH) is more like "digital land" rather than cash. Lee believes that the core value of quality assets lies in their ability to store value, meaning that investors believe they can effectively hold and allocate capital over the long term.Lee pointed out that stocks can become store of value assets because investors expect companies to manage capital effectively when they buy stocks; real estate, on the other hand, has both store of value and cash flow properties, generating income through rentals. Within this framework, he believes Ethereum is closer to the stock market or land, with its long-term value primarily derived from the network itself as underlying infrastructure.Bitmine has been increasing its holdings for 65 consecutive weeks. As of August 30, 2026, its total Ethereum holdings reached 5,901,112, accounting for approximately 4.9% of the total Ethereum supply.

Goldman Sachs' Global Technology Equity Research Team released a report on April 17, 2026, stating that networks unlock the computing power of a single AI chip by connecting multiple chips, enabling seamless data exchange and low latency. With the expansion of AI infrastructure and the enhancement of computing power, various configurations are expected to see growth, further opening up a 9-fold Total Addressable Market (TAM) space to $154 billion.The report pointed out that the dollar content of horizontal and vertical scaling increases by 16 times and 45 times, respectively; the TAM for optics expands 13 times from horizontal to vertical scaling; the market value of pluggable optical modules in horizontal scaling expands 10 times from AI server models in the second half of 2025 to models in the second half of 2027. The authors include Allen Chang, Verena Jeng, James Schneider, Mark Delaney, among others.The total dollar content for each computing unit in vertical and horizontal scaling is expected to increase from $315,000 for GB300 NVL72 to $9.4 billion for Rubin Ultra NVL576, a 29-fold increase. The total value TAM increases 9 times to $154 billion (mainly in 2028), of which 69% ($106 billion) comes from vertical scaling. The analysis covers the dollar content and market opportunities of configurations such as copper cables, pluggable optical modules, CPO, and PCB backplanes.

Router Protocol, a cross-chain infrastructure project supported by Coinbase Ventures, announced that it will cease all operations by September 30 and plans to permanently destroy 303,333,198 ROUTE tokens held in its treasury, accounting for about 30% of the total supply of nearly 1 billion tokens. The team released a statement on X, stating that over the past year, they attempted commercialization, licensing, and acquisition negotiations, but failed to achieve sustainable operational results.Router identified the flow of funds from the cryptocurrency sector to artificial intelligence and the decline in cross-chain asset transfer fees as core challenges facing its operations. As activities concentrated on fewer networks and standardized infrastructure, the demand for its services has decreased. The team noted that bridging economic profits are thin, fees have been compressed, and costs have never stopped. As part of the closure, Router will negotiate with centralized exchanges to stop supporting ROUTE tokens, and the delisting arrangements and withdrawal processes may vary across exchanges.Router raised $4.1 million from investors including Coinbase Ventures and Polygon in 2021 and launched the proof-of-stake Layer 1 blockchain Router Chain in July 2024, but it was shut down in September 2025 due to infrastructure costs, validator expansion, and security risks. The team also disclosed two security incidents in 2025: in February, approximately 80% of the value was recovered through negotiations after a vulnerability incident, while losses from a chain-level vulnerability in July could not be recovered.

According to TheEnergyMag, Argo Blockchain's CEO Justin Nolan has stepped down on August 30. Under the terms of the agreement, Justin Nolan will receive a one-time cash compensation of $250,000, which will be subject to standard tax withholding. The agreement will officially take effect after the seven-day period expires and the right of rescission has not been exercised.During the board's search for a successor, the current management team will be responsible for daily operations under the supervision of the board. The company is specifically seeking candidates with experience in capital raising and operational execution in the data center and artificial intelligence technology sectors.

Stablecoin payment infrastructure startup Diameter Pay has completed a $10 million Series A funding round, co-led by CMT Digital and Lightspeed Faction.Diameter Pay stated that since the beginning of this year, it has processed over $10 billion in payments by helping institutional clients access dollar accounts, payment channels, and stablecoin deposit and withdrawal pathways.

On Wednesday, local time in the United States, NVIDIA CEO Jensen Huang appeared at the G20 Innovation Ministerial Meeting and engaged in a fireside chat with U.S. Secretary of Commerce Gina Raimondo. Huang stated that AI is evolving into a national economic infrastructure similar to electricity and the internet, and the biggest risk countries face is not sufficiently investing in and adopting AI, ultimately being left behind by the industrial revolution.Huang mentioned that currently, building 1 gigawatt of AI infrastructure requires an investment of about $50 billion to $60 billion, and he expects that from now until the end of this decade, the scale of related construction will reach approximately 100 gigawatts. He also referenced the "five-layer cake" model of energy, chips, infrastructure, models, and applications, indicating that every country needs to build AI infrastructure and decide which aspects they wish to participate in.Huang anticipates that in the coming years, AI will essentially achieve AGI, and the next phase will transition from large language models to intelligent agents and embodied intelligence. He believes that AI is more likely to replace tasks rather than completely replace jobs, with operational tasks such as writing and information processing potentially becoming gradually automated.

Gate Europe CEO Dr. Giovanni Cunti posted on LinkedIn that with the rapid proliferation of on-chain financial activities, the technological paradigm of blockchain is expanding from a singular digital asset to the underlying infrastructure of financial markets. In core scenarios such as clearing and settlement, process automation, and cross-market connectivity, blockchain can integrate transaction data into a unified shared ledger and endow it with programmable features, significantly reducing the connection costs between systems and redundant operational processes.Dr. Giovanni Cunti emphasized that the potential of blockchain is by no means limited to the assets themselves. As technology becomes deeply intertwined with the financial system, its empowerment in clearing, automation, and connectivity will drive the construction of a more efficient and closely-knit global financial ecosystem. In the face of investors' growing demand for diverse asset classes and cross-border allocations, financial infrastructure must possess stronger cross-market interoperability. Blockchain can achieve efficient collaboration among market participants and business processes by sharing data and logical code while being compatible with existing financial facilities.He also pointed out that Europe's increasingly clear regulatory framework for digital assets provides solid support for the integration of blockchain into the mainstream financial system. Relying on the MiCA and dual licensing system for payment institutions (PI), Gate Europe will continue to explore the pathways for blockchain to empower real financial activities, creating more compliant and inclusive digital asset services for the European market.

Recently, the AI computing power Token aggregation trading platform leapnode.net announced that it has received investment from the well-known cryptocurrency investment institution DraperDragon. This investment marks a strategic consensus between the two parties in the integration of AI and Web3, aiming to consolidate ecological resources, seize the wave of AI Agent development, and explore the new generation of AI-Web3 infrastructure market, fully reflecting the capital market's recognition of the opportunities and potential of this sector.LeapNode believes that the computing power Token aggregation trading platform for AI is equivalent to trading platforms for Web3. The platform first connects to over 200 cutting-edge AI models through a single API Key, with pricing at 10-30% of the official rates, service availability at 99.9%, and new models quickly launched within 48 hours. To lower the usage threshold, LeapNode has launched ready-to-use Web3 smart assistants and the Mystery Calculation Master, which have received numerous positive reviews, and introduced computing power boxes to allow users to participate in sharing platform profits. The project's vision is to connect models with user Agents and extend the A2A economy, providing support for autonomous payment settlement for AI agents and creating a core settlement layer for the AI Agent ecosystem.

The semiconductor and AI independent research organization SemiAnalysis released a deep security report on Neocloud (new cloud), revealing various cross-tenant security vulnerabilities discovered during the ClusterMAX 3 testing period. In a four-month test covering 25 vendors and 32 clusters, the team achieved multiple instances of cross-tenant remote code execution (RCE) solely by exploiting publicly known vulnerabilities and basic configuration checks. Affected entities included banks, telecommunications companies, universities, research institutions, AI laboratories, and even a national intelligence agency.Typical issues included: shared Kubernetes control plane leading to tenant metadata visibility, container escape, exposure of BMC/IPMI management networks, incorrect configuration of InfiniBand security keys (P_Key, SA_Key, M_Key), unfortified default trust mode of BlueField DPU, Grafana monitoring dashboards using god-level API keys, and lack of VXLAN isolation in front-end networks. The report specifically pointed out a cascading vulnerability case: a misconfiguration of shared vCluster combined with software versions being two years out of date ultimately completed the POC verification of cross-tenant RCE within an afternoon.Notably, the report questioned the mainstream narrative that "AI has fundamentally changed the pace of cybersecurity": statistics on CVEs for NVIDIA GPU drivers, CUDA, PyTorch, Kubernetes, Docker, and the Linux kernel showed that there was no significant increase in vulnerabilities after the popularization of AI coding models, with most data supporting the "no change hypothesis." The report also detailed the incident where an OpenAI-trained agent attacked Hugging Face, where the AI agent achieved cluster-level privilege escalation through a message board established via Artifactory, which went undetected from May to July. While building POC verification for existing vulnerabilities, the team found that Claude Fable and GPT-5.6 Sol frequently rejected security-related requests, ultimately relying on open-source models such as DeepSeek V4, Kimi K3, and GLM-5.2 to complete the task.SemiAnalysis stated that the core issue in the Neocloud (new cloud) industry is not the new risks brought by AI, but rather the long-term absence of basic patch management, tenant isolation, and security design. They recommended that vendors establish automated security announcement monitoring systems and rectify single points of failure that could expose all users' architectural patterns.