revenue

In August this year, China's leading AI chip companies released their semi-annual reports in quick succession. Last Friday, Biren Technology announced its financial report, achieving nearly 20 times revenue growth. Leading companies such as Cambricon and Moore Threads also saw significant revenue increases.Currently, the high-end computing power supply side is experiencing a tight situation across the entire chain, with some companies' orders already scheduled for three years later. The downstream intelligent computing centers are facing a shortage of resources, and the midstream system integration segment is also seeing a dense release of orders. According to industry research data, the demand for domestic AI chips in 2026 is expected to be around 4 million units, with actual deliveries around 3 million units, resulting in a capacity gap of over a million units.

According to DefiLlama data, Robinhood Chain's app revenue in the past 24 hours reached $1.84 million, surpassing Ethereum's $1.14 million during the same period, and exceeding Base (approximately $299,000) by more than 6 times. It currently ranks second across all chains, only behind Solana's $5.03 million.Among them, GMGN, Pons, and Uniswap are the three protocols that contributed the most to Robinhood Chain's app revenue, with approximately $803,000, $693,000, and $294,000 in app revenue respectively in the past 24 hours.

According to data from DefiLlama, Pons' revenue in the past 24 hours reached $693,125, surpassing Polymarket ($635,221) and fomo ($646,539), ranking eighth in protocol revenue, just behind Hyperliquid ($758,325).

According to DefiLlama data, Pons' revenue in the past 24 hours exceeded $630,000, with a total revenue of $8.24 million.In addition, Pons' revenue in the past 7 days was $2.06 million, and the revenue in the past 30 days was $4.32 million.

Changxin Technology released its 2026 semi-annual report, with revenue of 150.31 billion yuan in the first half of the year, a year-on-year increase of 873.64%; net profit attributable to shareholders was 77.61 billion yuan, compared to a loss of 2.33 billion yuan in the same period last year; net cash flow from operating activities was 131.16 billion yuan, a year-on-year increase of 2985.64%; gross profit margin was 84.84%, and R&D investment was 6.859 billion yuan, accounting for 4.56% of revenue. As of the end of the reporting period, total assets were 468.078 billion yuan, and net assets were 270.749 billion yuan.The company is the fourth largest DRAM IDM manufacturer globally and the largest in China, with products covering DDR5, LPDDR5/5X, LPDDR6, etc. It has collaborated with leading clients such as Alibaba Cloud, ByteDance, Tencent, Lenovo, Xiaomi, OPPO, and vivo, and the fifth-generation process technology platform is undergoing customer certification. As of June 30, the company held a total of 4,484 domestic patents and 3,400 foreign patents, with 7,491 R&D personnel, accounting for 33.42%. The company has no controlling shareholder or actual controller, with the largest shareholder, Qinghui Jidian, holding 21.67%. The company was listed on the Sci-Tech Innovation Board on July 27, with an issue price of 8.66 yuan per share, and its market value exceeded 3.5 trillion yuan on the first day of trading.

Meituan announced its unaudited consolidated results for the three months and six months ended June 30, 2026. Revenue for the second quarter was 104.643 billion yuan, a year-on-year increase of 14.4%; operating profit was 2.691 billion yuan, with a profit of 2.155 billion yuan during the period, a year-on-year increase of 490.0%; adjusted EBITDA was 4.098 billion yuan, accounting for 3.9% of revenue, a year-on-year increase of 47.3%; adjusted net profit was 2.524 billion yuan, accounting for 2.4% of revenue, a year-on-year increase of 69.0%.Core local business revenue was 71.531 billion yuan, a year-on-year increase of 10.1%, with an operating profit of 5.668 billion yuan and a profit margin of 7.9%; new business revenue was 33.112 billion yuan, with an operating loss of 1.739 billion yuan. The net cash inflow from operating activities in the second quarter was 9.7 billion yuan. As of June 30, 2026, cash and cash equivalents were 104.7 billion yuan, and short-term financial investments were 63.6 billion yuan.Revenue for the first half of the year was 195.682 billion yuan, a year-on-year increase of 10.1%; operating loss was 3.779 billion yuan, with a loss of 4.672 billion yuan during the period; adjusted EBITDA was 1.049 billion yuan, and adjusted net loss was 2.444 billion yuan.

According to the official announcement, Websea celebrates its third anniversary. The platform announced that it will resume withdrawal services starting from August 28 and officially launch a long-term user incentive program, allocating 15% of the platform's revenue to the user incentive pool each month. The three-year anniversary points redemption event will also be launched simultaneously.In the three years since its establishment, Websea has continuously focused on product capabilities, user services, and global ecological layout. Recently, it completed a comprehensive upgrade of its copy trading product and launched the "Websea Star Goddess Community" IP; it co-hosted the global RWA summit in Almaty, Kazakhstan, deepening the Central Asian market and promoting connections with the RWA ecosystem.In terms of transparency and asset security, Websea has launched PoR (Proof of Reserves) and Merkle Tree self-verification tools to provide users with verifiable on-chain asset information.

IREN's revenue for the fourth quarter of fiscal year 2026 was $137.2 million, which was basically in line with expectations; adjusted EBITDA was $19.2 million, about 53% lower than expected. AI cloud service revenue increased from $33.6 million to $70.5 million quarter-over-quarter, while Bitcoin mining revenue decreased from $111.2 million to $66.7 million.The company currently operates an ARR of approximately $1 billion, with capacity for 2026 nearly sold out, corresponding to a contracted ARR of about $4 billion, and has signed a multi-year contract with a frontier AI lab. Recently, the three-year contract revenue per IT MW exceeded $20 million, with some negotiation prices around $25 million.IREN plans to increase its cumulative IT capacity from approximately 0.3GW in 2026 to about 0.8GW in 2027; existing cash, committed GPU financing, and customer prepayments total approximately $14 billion.

Epoch AI updates that the revenue growth rates of OpenAI and Anthropic have reached or exceeded the rare levels seen in historically comparable tech companies. Over the past year, OpenAI increased its annualized revenue run rate from $13 billion to over $40 billion, achieving approximately threefold growth; Anthropic's revenue is projected to grow from $1 billion in 2025 to $9 billion, with a further acceleration in the first quarter of 2026, reaching an annualized run rate of over three times, reportedly hitting $65 billion by the end of July.The combined revenue of the two companies is expected to grow approximately threefold in 2024, over fourfold in 2025, and from $30 billion to $105 billion by August 2026, achieving about 3.5 times growth. The article notes that maintaining over 100% annual growth at a scale exceeding $1 billion is extremely rare, with the growth rate for 2025 already being record-breaking, and further acceleration in 2026 on a higher base.Epoch AI analysis states that the overall annualized revenue of the generative AI market is close to $200 billion, with the two companies accounting for about half. The continued hypergrowth may stem from the combination of capability advancements and diffusion, with future trends depending on whether growth comes more from sustained technological advancements or application diffusion; if the growth rate is maintained, it will significantly impact economic scale, but it may also slow down with maturity.

According to the Wall Street Journal, Nvidia has suspended some transactions in its new financing plan. This plan aims to provide credit support to AI cloud companies in exchange for revenue sharing. Insiders say that the chip giant withdrew from the related arrangements last week but may adjust the plan in the future or incorporate it into other projects.A Nvidia spokesperson stated that the new business model aimed at the rapidly growing AI ecosystem and open computing power access is still progressing and continues to evolve due to strong demand. The plan was announced less than two months ago, intending to support the financing needs of small AI cloud companies: if customers cannot sell computing power, Nvidia can lease back the relevant computing power, acting as a guarantee buyer, thereby facilitating companies in raising funds to purchase Nvidia AI chips; Nvidia would then share cloud revenue generated by customers based on its chips, in addition to hardware sales.Nvidia stated in this week's earnings call that this model is expected to contribute billions of dollars in revenue in the medium to long term. However, recent investor scrutiny regarding its capital flow back to the AI ecosystem has increased, raising concerns that so-called circular transactions may inflate demand. Reports indicate that some employees had expressed antitrust concerns to customers; in the early stages of the plan, Nvidia also faced dissatisfaction from some potential partners due to attempts to limit chip rental targets, preferring to distribute to multiple small customers rather than a single large customer, and requiring a 50% revenue share after reaching a certain threshold.

Musk stated that he believes SpaceX's revenue will reach $3.5 trillion by around 2033.

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.

Bloomberg ETF analyst Eric Balchunas posted on the X platform that Fidelity is now selling customer order flow, overturning a previous decision that was contrary to many peers, generating an additional monthly income of $10 million.

According to CoinDesk, the UK's HM Revenue and Customs (HMRC) has disclosed cryptocurrency earnings data separately for the first time in personal income tax returns. In the 2024-2025 fiscal year, a total of 240 taxpayers reported capital gains from cryptocurrencies exceeding £1 million (approximately $1.36 million), while 17,600 individuals reported taxable gains from cryptocurrency disposals, totaling £1.38 billion (approximately $1.87 billion), with an average of about £78,000 per person, of which nearly 90% were male.HMRC stated that it has begun implementing the OECD's cryptocurrency reporting framework, which requires cryptocurrency service providers to submit customer data to tax authorities, with the expectation of receiving relevant data starting in 2027 to cross-check taxpayer reporting information. In addition, HMRC mentioned that in the 2024-25 fiscal year, an additional £168 million (approximately $228.2 million) in capital gains tax was collected through compliance and educational activities.

SMIC (Hong Kong Stock 00981, A Share 688981) released its semi-annual report for 2026. The reporting period is from January 1, 2026, to June 30, 2026, and is unaudited. The company achieved operating revenue of 38.635 billion RMB, a year-on-year increase of 19.4%; total profit of 7.133 billion RMB, a year-on-year increase of 96.7%; net profit attributable to shareholders of the listed company of 4.467 billion RMB, a year-on-year increase of 94.2%; net profit attributable to the parent company after deducting non-recurring gains and losses of 2.994 billion RMB, a year-on-year increase of 57.2%.During the same period, the net cash flow generated from operating activities was 20.760 billion RMB, a year-on-year increase of 252.0%; earnings before interest, taxes, depreciation, and amortization (EBITDA) was 24.511 billion RMB, a year-on-year increase of 40.7%. The gross profit margin was 23.2%, an increase of 1.3 percentage points compared to the same period last year; the net profit margin was 16.7%, an increase of 6.3 percentage points; basic and diluted earnings per share were both 0.56 RMB, a year-on-year increase of 93.1%. The board of directors approved the submission of this report on August 27, 2026, and the company has no profit distribution or capital reserve transfer plan.

HashKey Holdings Limited announced its unaudited consolidated interim results for the six months ended June 30, 2026, on August 27. During the reporting period, revenue was HKD 342.5 million, a year-on-year increase of 20.6%; gross profit was HKD 207.5 million, a year-on-year increase of 12.5%; gross margin improved from 51.0% in the second half of 2025 to 60.6%; adjusted losses narrowed by 21.0% to HKD 314.8 million.Revenue from transaction facilitation services was HKD 267.9 million, a year-on-year increase of 38.6%. Platform transaction volume reached HKD 2,822 billion, a year-on-year increase of 31.8%, of which institutional transaction volume was HKD 2,315 billion, a year-on-year increase of 58.8%, accounting for 82.0% of total transaction volume. The on-chain RWA TVL reached HKD 2,678.5 million, a year-on-year increase of 167.8%, and completed Hong Kong's first real estate RWA project and the first regulated silver RWA token. The asset management scale was HKD 5,941.2 million, with segment revenue of HKD 38.84 million, launching stablecoin and Bitcoin financial products as well as the industry's first Bitcoin mining power fund.HashKey was established in 2018 and listed on the Hong Kong Stock Exchange on December 17, 2025. Its business covers transaction facilitation, on-chain services, and asset management. During the period, its wholly-owned subsidiary signed a framework agreement for the acquisition of Singapore's Asia Pacific Exchange, HashKey Capital made a strategic investment in Vietnam's CAEX and led the B+ round of SignalPlus, while deepening cooperation with JPMorgan, DBS, and others.

According to Gate market data, Crowdstrike's stock rose 9.6% in pre-market trading due to the company's upward revision of its annual revenue forecast.

NVIDIA's revenue for the second quarter of fiscal year 2027 increased by more than double year-on-year to $96.22 billion, exceeding market expectations of $92.17 billion; adjusted earnings per share were $2.22, surpassing the expected $2.10. Data center revenue grew more than double to $89 billion, higher than the expected $85.08 billion. The company expects third-quarter revenue of $108 billion (with a fluctuation of 2%), above analysts' expectations of $104.19 billion; the adjusted gross margin is expected to be 74% (with a fluctuation of 0.5 percentage points), lower than the market expectation of 74.77%.NVIDIA expects revenue to grow by about 70% in fiscal year 2028 and to expand its collaboration with AWS, with both parties planning to deploy an additional 2 million NVIDIA GPUs in Amazon's global infrastructure in 2027 and 2028. The company stated that revenue opportunities for AI chips could exceed $1 trillion before 2027. The third-quarter guidance does not include any sales from data center chips in China.After the earnings report was released, NVIDIA's stock price rose over 4% in after-hours trading. As of Wednesday's close, the market capitalization was approximately $5.16 trillion, with the stock price having increased by 12.4% year-to-date.