enterprise

On Monday, the oracle network Chainlink released the cross-chain interoperability protocol CCIP 2, making significant upgrades to its communication and cross-chain bridge infrastructure. The new version allows enterprises to add their own security verification checks on top of Chainlink's default network of 16 independent node operators. Enterprises can run their own validators or hire external service providers such as Infosys and Nethermind. Chainlink stated that users should not be forced to become "cross-chain security infrastructure experts."This upgrade comes about five months after the Kelp DAO was hacked in April of this year. The attackers are reportedly linked to the North Korean Lazarus group, stealing approximately $292 million in rsETH by deceiving the single validator relied upon by the Kelp cross-chain bridge, which operates on LayerZero. LayerZero blamed Kelp for using only a single validator, while Kelp stated that LayerZero employees had reviewed its setup and raised no objections. Kelp subsequently announced that it would migrate rsETH to Chainlink.The upgrade also adjusts the security mechanism that Chainlink had previously heavily promoted; its risk management network will no longer operate as an independent review node, with such independent checks now provided by optional validators. This means that users who have not added any validators currently rely on a single validation network, whereas previously they relied on two. Existing Chainlink users have been automatically migrated to the new version, but the company has not disclosed which institutions are using the new validators, only stating that Aave and Maple have begun adopting other features of the upgrade.

According to official news, the cryptocurrency enterprise banking platform Limited announced the completion of a $18.5 million seed round financing, led by Third Prime, North Island Ventures (NIV), The House Fund, and Collab+Currency, with participation from ParaFi Capital, Pharsalus Capital, Digital Currency Group (DCG), 1982 Ventures, Onigiri Capital, and others.It is reported that Limited is a global financial platform aimed at multinational enterprises, integrating local business accounts, Visa cards, payment, treasury and expense management, and cryptocurrency infrastructure. Enterprises can make and receive payments through local channels such as ACH, SEPA, Pix, and SWIFT, and it also supports the receipt and payment of cryptocurrency assets such as BTC, ETH, and USDC.

According to the Financial Times, Chinese authorities are reviewing the use of Broadcom hardware by state-owned data centers to support domestic manufacturers and reduce reliance on foreign artificial intelligence infrastructure. The State-owned Assets Supervision and Administration Commission has been investigating how many Broadcom switches are used by state-controlled data centers in recent weeks, according to two informed sources.One of them stated that the penetration rate of Broadcom switches in state-owned enterprises could be as high as 90%, and preliminary results may lead the commission to issue informal guidance to reduce the use of Broadcom switches in domestic data centers. The sources indicated that state-owned data centers are no longer allowed to use NVIDIA products but still use a large number of Broadcom switches. The commission is also investigating whether Broadcom is leveraging its market-leading position to bundle other products or requiring one-time purchases of tens of thousands of switch chips.The sources noted that these practices have restricted Chinese companies like H3C and Ruijie Networks from placing orders with other switch manufacturers such as Huawei. H3C and Ruijie Networks are often included in the procurement recommendation lists for government agencies, public institutions, and state-owned enterprises, which spend billions of dollars annually on information technology products.

The All-China Federation of Industry and Commerce organized the 28th large-scale survey of private enterprises, with a total of 6,350 companies participating that have an operating income of over 1 billion yuan in 2025. Among them, the top 500 companies by operating income are the 2026 China Private Enterprises Top 500. In 2025, the total operating income of the Top 500 private enterprises reached 44.93 trillion yuan, with an average of 8.9851 billion yuan per household, an increase of 4.35% compared to the previous year; total assets reached 53.74 trillion yuan, with an average of 10.7479 billion yuan per household, an increase of 5.05%. A total of 29 companies made it to this year's Fortune Global 500 list.The net profit of the Top 500 private enterprises was 1.83 trillion yuan, with an average of 3.652 billion yuan per household, an increase of 1.31%. The proportion of companies in the secondary industry and manufacturing industry accounted for 74.40% and 70.60%, respectively, with the total operating income of the manufacturing industry reaching 32.22 trillion yuan, an increase of 8.73%. The actual reported total R&D expenditure of enterprises was 1.26 trillion yuan, with an average R&D investment intensity of 2.95%; total exports reached 1.97 trillion yuan, an increase of 11.25%; total tax payments amounted to 1.30 trillion yuan, and the total number of employed persons was 11.9633 million.

Recently, the market has reported that Apple is developing an enterprise-level AI server, possibly equipped with 2 to 4 unreleased M8 Ultra processors. The target customers include AI developers, large enterprises, and government agencies, primarily for AI inference. This edge data center may utilize NVLink. Both Apple and NVIDIA have not responded.The supply chain believes that Apple has entered this related business because the Mac series is widely used as personal AI workstations, with Mac revenue growing nearly 30% in the last quarter. Apple is purchasing a large number of NVIDIA chips and Google TPUs for its own AI data center and is rumored to be collaborating with Broadcom to develop its own AI chips. Qualcomm's Dragonfly product line includes a complete cabinet solution for edge AI inference.There are reports that Xiaomi is laying out an edge AI cabinet route, having previously announced a personalized AI workstation concept product called AI Cube, which internally features three self-developed chips: Xuan Ring O3, O100, and D100. The supply chain has also indicated that TSMC plays a key role in advanced processes or advanced packaging.

The latest report from the on-chain data analysis platform Glassnode, titled "The Week Onchain," shows that in 2026, publicly listed companies only increased their holdings by about 5,900 BTC, which is less than 7% of the single-month increase in July 2025 (89,000 BTC). Currently, corporate treasuries are overall in an unrealized loss state, with an average cost basis of $80,500, which is about 6% higher than the spot price.Glassnode pointed out that in 2026, Bitcoin's price attempted to recover this cost level only twice, both of which were unsuccessful. "Buyers who stop buying and hold onto unrealized losses cannot provide support; recovering $80,500 is necessary for corporate treasuries to return to profitability and eliminate a layer of supply pressure above." Meanwhile, the Federal Reserve implemented its first interest rate hike since July 2023 on Wednesday, which may initiate a tightening cycle and put pressure on liquidity in the cryptocurrency market.The U.S. spot Bitcoin ETF saw a net outflow of $462.7 million over five trading days ending September 11, reversing the trend of net inflows over the previous three weeks. Bitcoin's realized market cap has started to decline since September 15, currently around $1.069 trillion, indicating a lack of new buying interest at the current price level. Strategy, a business intelligence company holding the world's largest Bitcoin treasury, completed its latest increase at the end of August, purchasing 4,603 BTC, with a cost basis of $75,412 for its 845,050 BTC holdings.

According to the official announcement, Binance Pay has announced the expansion of its enterprise payment capabilities, launching a set of on-chain solutions aimed at wallets, trading platforms, dApps, payment service providers, merchants, and digital platforms, including On-ramp as a Service, Pay On-chain, and AgentPay based on x402.This service allows enterprises to leverage Binance's infrastructure to provide users with features such as cryptocurrency asset purchases, on-chain fund transfers, and programmatic payments.

According to South Korea's "JoongAng Ilbo," China's semiconductor industry is organized through collaboration among the central government, local governments, state-owned financial institutions, and enterprises, forming a system for fundraising, factory construction, and infrastructure support. The China National Integrated Circuit Industry Investment Fund has a first phase of 138.7 billion RMB, a second phase of 204 billion RMB, and a third phase of 344 billion RMB, totaling 686.7 billion RMB, with investments in companies such as SMIC, Hua Hong Semiconductor, and Yangtze Memory Technologies.Changxin Memory, established for 10 years, has risen to fourth in global DRAM market share, with a net loss of 21.13 billion RMB over the past three years, while R&D and equipment investments during the same period reached 185.2 billion RMB, with Hefei's state-owned capital providing about 80% of the funding for early projects. South Korea's Samsung Electronics and SK Hynix are responsible for investments, employment, technology development, and support for partners. The South Korean government plans to guide 622 trillion KRW in private investment by 2047 and provide 17 trillion KRW in low-interest loans and 1.1 trillion KRW in semiconductor ecosystem funds, but most of the burden will fall on enterprises.Park Kyung-soo, Executive Vice President of the Korea Semiconductor Industry Association: The semiconductor industry will fall behind in the next upturn if investment stops; even during downturns, R&D, equipment investment, and orders for materials and components must be maintained, requiring long-term policy, financial, and tax support. China is catching up with a national-level support system, and South Korea also needs a response system involving the government, political circles, financial institutions, and enterprises to act together.

Ripple announced the introduction of the GSmart AI intelligence in its corporate treasury platform Ripple Treasury, used for monitoring corporate cash, risks, and forecasts, and providing action recommendations to finance teams. Ripple Treasury is the GTreasury platform that the company acquired for $1 billion last October.These intelligences can cover processes such as liquidity, forecasting, and reconciliation, recommending responses and citing relevant company policies when issues are identified, but all operations must be approved by a human before execution. Ripple stated that financial calculations are completed by deterministic software, and AI is only used to interpret policies, identify patterns, and explain recommendations to reduce the risk of errors.GSmart was launched before Ripple's acquisition of GTreasury, going live in June 2025. This update expands it to more treasury workflows and introduces a policy layer called Knowledge Studio and an Ask GSmart assistant for querying corporate financial data. Ripple claims that 60% of qualified clients have enabled the Risk Insights feature, and 44% use Forecast Insights. The platform now supports the simultaneous management of traditional and digital assets.

According to CNBC, Y Combinator CEO Garry Tan stated at the YC annual Demo Day that regarding the distillation of OpenAI and Anthropic models by Chinese companies (including DeepSeek, Moonshot AI, MiniMax, etc.), he chose to "do nothing" and suggested that regulators focus instead on maintaining a commercial balance between open-weight models and cutting-edge models.Tan also holds a reserved attitude towards the doomsday theory of AI, believing that cybersecurity is currently the most urgent risk, while the employment impact and economic transformation caused by AI will take decades to truly permeate society.

On September 9, Ara Kharazian, Chief Economist of the corporate spending management platform Ramp, released the Ramp AI Index for September 2026. This index tracks the AI usage of U.S. enterprises based on Ramp's spending data. In August, Anthropic held a share of 43.8% among U.S. enterprises paying for subscriptions or tokens, an increase of 0.34 percentage points month-over-month; OpenAI accounted for 39.8%, with a month-over-month increase of 0.09 percentage points. Overall, the adoption of AI continues to grow, but the growth rate is slowing, with technology sectors such as information, finance, and professional services leading.The median monthly AI spending per capita for the top 1% of enterprises decreased by 9.7%, from $7,976 to $7,205. The effective price per million tokens dropped by 41% from the peak of $1.15 in March 2026 to $0.68. The usage is driven by cheaper standard models, with cutting-edge models (Opus, Fable, Sol) accounting for 45% of the token share. The adoption of open-source models remains limited, representing 6.4% of AI spending enterprises and 3.6% of all enterprises.

According to a report by the Korean News Agency, Kim Kyung-hoon, the General Manager of OpenAI Korea, stated at the Samsung SDS "Real Summit 2026" conference held at COEX in Seoul that the productivity gap between the top 10% of AI application companies and medium-level companies has expanded from 2.6 times to 8.6 times from January to June this year, with the gap in the manufacturing sector reaching 5.3 times.Kim Kyung-hoon pointed out that the core of widening the gap lies in "connection"—21% of employees in leading companies use AI plugins integrated with business systems weekly, while the figure for ordinary companies is only 9%. He proposed a three-stage methodology for corporate AI transformation: "Turn it on, Delegate it, Keep it" (Connection, Delegation, Retention), emphasizing business process redesign rather than merely introducing AI tools.

According to a report by the Financial Associated Press, the General Office of the Ministry of Industry and Information Technology has issued the "Entrepreneurship Support Plan for Small and Medium-sized Enterprises in Artificial Intelligence (2026-2028)." Over three years, it aims to cultivate a large number of innovative and dynamic artificial intelligence startups with significant growth potential in key areas such as industry applications, data services, and intelligent computing power. More than 10,000 new technology and innovation-oriented small and medium-sized enterprises will be nurtured, with over 2,000 "specialized, refined, distinctive, and innovative" small giant enterprises emerging, along with a number of gazelle and unicorn companies.Focusing on the field of artificial intelligence, the plan will establish 10 high-standard technology enterprise incubators and 10 national public service demonstration platforms (bases) for small and medium-sized enterprises. It will also cultivate 10 national-level characteristic industrial clusters for small and medium-sized enterprises. The entrepreneurial and innovative vitality of small and medium-sized enterprises in artificial intelligence will continue to surge, and a preliminary pattern of high-quality development for small and medium-sized enterprises empowered by artificial intelligence will take shape.

DDC Enterprise announced its unaudited financial data for the first half of 2026: total revenue of 20.2 million USD, a year-on-year increase of 29%.As of the announcement date, the company holds 2,899 bitcoins, an increase of 145% from 1,181 at the end of 2025; the net loss for the first half of the year was 38.4 million USD, mainly due to a non-cash unrealized fair value loss of 34.3 million USD from its bitcoin treasury holdings.The board of directors has approved an 18-month stock repurchase plan, with a maximum amount of 10 million USD or 20% of Class A common stock outstanding.

Yili Hua stated that the core of investment is not average allocation, but rather identifying and seizing a few star companies that can bring excess returns. He cited Duan Yongping's investment in NetEase in 2002 as an example, pointing out that he invested 2 million dollars at a time when the stock price was less than 1 dollar, and after holding it for 8 years, he made a profit of over 260 million dollars, with a return of more than 100 times.Yili Hua believes that every technological revolution contains numerous opportunities for excess returns. The early cryptocurrency industry has already seen many cases of hundredfold returns, and the current artificial intelligence industry is in a similar early explosive phase, with potential targets in both the Chinese and American markets. He stated that the core goal of current artificial intelligence investment is to capture the most explosive star companies in this wave of artificial intelligence.

According to Bloomberg, Anthropic plans to adjust its data retention policy for its advanced artificial intelligence models, giving enterprise customers greater control over their data. The company expects to launch a new security system later this year, where enterprise customers will still need to retain data for 30 days but can choose to do so on their own cloud computing infrastructure instead of storing it on Anthropic's servers. Sources say that the system has been in preparation for several months and has been developed in coordination with over 100 clients from strictly regulated industries.In June, Anthropic announced that it would retain all customer data for 30 days for its more powerful Mythos, Fable models, and future cutting-edge products to identify and prevent new types of cyberattacks using its technology, while stating that it would not use the data for training. The company recently acknowledged in a report that this policy may not be welcomed by customers accustomed to zero retention and could impact business. Anthropic declined to comment on this. Competitor OpenAI has also recently begun testing a solution called "Private Secure Processing" to avoid retaining customer data and plans to roll it out more broadly in September.

The China Gold Association issued a stern statement regarding the U.S. Department of Homeland Security's inclusion of certain domestic gold enterprises in the "Uyghur Forced Labor Prevention Act" (UFLPA) entity list, which led to the London Bullion Market Association (LBMA) suspending the qualified delivery status of related enterprises. The association stated that the U.S. "forced labor" accusations lack factual basis and are an attempt to politicize human rights issues and promote trade protectionism.The LBMA, without sufficient factual verification, accepted false information and suspended qualifications, harming the legitimate rights and interests of Chinese gold enterprises and disrupting the stability of the global gold market. The association stated that the Chinese gold industry chain has the ability to withstand external risks and will work together with the industry to protect rights, strengthen compliance self-discipline and traceability system construction, and support the Chinese government in taking necessary countermeasures, urging the U.S. to lift sanctions and calling on the LBMA to correct related decisions.

The enterprise-level AI data platform Prevalent AI announced the completion of a $22 million financing round, with participation from the Los Angeles investment firm Integrity Growth Partners (IGP).Founded in 2017, the company focuses on developing AI-driven data platforms that help businesses build continuously updated "sovereign knowledge graphs" by connecting and integrating data from multiple internal systems, and supports the deployment of AI Agents and automation systems.

At the opening ceremony of the 2026 World Robot Conference, Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, stated that in 2025, the operating income of enterprises above designated size in the robotics industry exceeded 300 billion yuan, with an average annual growth rate of over 20% in the past five years. In the first half of this year, it reached 165.5 billion yuan, a year-on-year increase of 24.5%. Robot technology and products have been widely applied in various aspects of the national economy and social development, becoming an important force in promoting high-quality development.The Ministry of Industry and Information Technology will focus on key industries with broad application spaces and strong demonstration effects, such as agriculture, healthcare, elderly care, and emergency response. It will organize targeted efforts for production and application pairing, on-site application verification, and promotion of mature scenarios, accelerating the iteration and upgrading of new technologies and new products through large-scale applications in new scenarios.

According to The Information, Anthropic and OpenAI are accelerating the launch of AI applications and features aimed at specific industries. Some enterprise customers are concerned that the two companies may prioritize their strongest AI capabilities for their own products in the future, rather than opening them up to external companies through APIs.This trend is shifting the relationship between model providers and enterprise customers from foundational technology collaboration to potential competition. If top model capabilities lean more towards proprietary applications, enterprises may need to reassess their reliance on AI infrastructure providers, supply chain arrangements, and long-term technology strategies.