infrastructure

Morgan Stanley announced the launch of the "U.S. Innovation Infrastructure Initiative," which aims to drive approximately $1.5 trillion in capital raising and investment activities over the next 10 years to support U.S. economic growth.The initiative will focus on strategic areas such as artificial intelligence, quantum technology, and semiconductors, and will promote the construction of digital and physical infrastructure.

NVIDIA and its partners will create dedicated funding pools for artificial intelligence infrastructure customers to meet market demand.

According to TechFundingNews, AI infrastructure company Nscale is preparing for an IPO in the U.S., which could start as early as September this year. The company has disclosed to potential investors that its cumulative contracted revenue has reached approximately $51 billion. Currently, Goldman Sachs and JPMorgan Chase are serving as advisory firms for Nscale's potential IPO, but discussions are still ongoing, and the listing date may be delayed.Nscale is a company spun off from the cryptocurrency mining company Arkon Energy, primarily focusing on AI data centers, GPU computing power, and energy infrastructure. In July of this year, it announced the acquisition of distributed AI software company Anyscale for approximately $1.65 billion, with clients including Coinbase, Runway, and Bedrock Robotics. Previously, it was reported that AI infrastructure Nscale completed a $2 billion Series C financing round, achieving a valuation of $14.6 billion, led by Aker ASA and 8090 Industries, with participation from NVIDIA, Lenovo, and Nokia.

SK Hynix stated in a recent article that the competition in AI is shifting from the performance of individual chips to the design and operation of the entire infrastructure architecture. The competitiveness of AI data centers no longer depends on individual components, but on whether the five key elements of computing, memory, storage, networking, and power cooling can be seamlessly integrated.The article points out that the continuous expansion of AI model scales has led to a surge in demand for computing power and data movement. Training requires repeatedly reading massive datasets, while inference relies on quickly retrieving user request information, both of which place higher demands on the system architecture of data centers. At the memory level, HBM, server DRAM, and others have formed a hierarchical system, each undertaking different bandwidth and capacity tasks. At the networking level, as large-scale training and inference rely on multi-server parallel processing, networking has become a key factor determining the scalability of data centers. System design is shifting from single-server to whole rack and cluster-level expansion.According to Omdia's forecast, the AI data center chip market will grow from $123 billion in 2024 to $207 billion in 2025, reaching $286 billion by 2030. SK Hynix also mentioned that Microsoft's Fairwater data center in Wisconsin is about the length of five football fields, indicating that infrastructure is being deployed on a larger scale. SK Hynix emphasizes that memory is becoming a key layer connecting computing and data.

Bitcoin mining company MARA has completed two loans, obtaining $600 million in new debt after pledging 18,750 bitcoins to expand its power generation and AI infrastructure business. The collateral was valued at approximately $1.2 billion at the time of the transaction. The total principal of the two loans is $750 million, with Coinbase Credit providing $450 million, which includes refinancing of the existing $150 million credit line and an additional $300 million; Two Prime Lending provides another $300 million, and both loans have been fully drawn.The interest rate on the Coinbase loan is the midpoint of the Federal Reserve's target rate range plus 3.875 percentage points, maturing on August 4, 2028; the Two Prime loan has a fixed interest rate of 7.65%, maturing on August 3, 2028. If the principal remains unchanged, the annual interest expense for both loans is approximately $56.7 million. MARA stated that the loan funds will be used for general corporate purposes, including paying part of the cash consideration for the acquisition of Long Ridge Energy & Power LLC. The enterprise value of the transaction is approximately $1.5 billion, and Long Ridge owns a 505-megawatt gas power plant and over 1,600 acres of industrial land, which MARA plans to use for power generation, bitcoin mining, and potential AI and high-performance computing parks.

According to the official announcement, Gate's DEX infrastructure platform Gate DexBuilder has officially launched its first event contract Builder and initiated a $3 million funding program, open for global project parties, developers, communities, and Web3 applications to collaborate, promoting the ecological construction of the event contract market.The event contract Builder is dedicated to lowering the development threshold for market products, providing partners with integrated infrastructure services covering market creation, trading, liquidity support, settlement, and operational management. Through infrastructure services such as APIs and SDKs, partners can quickly deploy branded event contract products without building the underlying trading and settlement systems from scratch.Currently, the program is open for applications from brokers and comprehensive trading platforms, crypto wallets, Web3 applications, media information platforms, AI Trading, AI Agents, quantitative trading platforms, as well as sports, esports, and entertainment products. Selected projects can receive up to $3 million in funding and ecological resource support, covering product research and development, technical integration, liquidity building, market promotion, and user growth.Jason Fung, the project leader of Gate DexBuilder and Head of Global Partnerships, stated that the development of the event contract market requires more application scenarios and infrastructure support. Gate DexBuilder hopes to lower the construction threshold through the event contract Builder, helping more partners explore innovative applications in the event contract market. In the future, Gate DexBuilder will continue to open up the infrastructure capabilities of the event contract market, working with global Builders to explore more innovative application scenarios and promote further development of the market ecosystem.

According to Dealstreetasia, Singapore-based AI infrastructure startup Acrab announced the completion of a $130 million Series B funding round, with participation from Vertex Growth and others. To date, the total funding raised has exceeded $480 million.The company has built a full-stack AI computing platform that includes self-developed chips, edge AI models, and software orchestration to support the real-time operation and task execution of AI Agents. The new funds will be used to expand product capacity, enhance the technology ecosystem, and accelerate the development of the next-generation AI computing platform.

According to Business Wire, the AI agent infrastructure platform Sapiom has completed a $35 million Series A funding round, led by Dragonfly, with participation from Accel, Gradient, Coinbase Ventures, Operator Collective, Formus Capital, and VanEck Ventures. Existing investors Okta Ventures, Menlo Ventures, Anthropic, and Array Ventures continue to invest.Founded just 11 months ago, the company previously completed a $15 million seed round, bringing total funding to $50 million. Sapiom aims to eliminate infrastructure barriers for AI agents from demonstration to production environments. Sapiom simultaneously launched three products: Router, Agent Studio, and Runtime. Dragonfly managing partner Haseeb Qureshi will join the Sapiom board.

Bitcoin News posted on the X platform that ZEUS stated it has temporarily taken its infrastructure offline following a cybersecurity incident that occurred in the past few hours. ZEUS indicated that the attack has been mitigated, and services will remain offline until a comprehensive security audit is completed and operations are restored. ZEUS claimed that there has been no loss of customer funds, and currently, there is no risk to customer funds.Customers with closed Lightning Service Provider channels will receive alternative channels once services are restored. According to the current investigation, ZEUS stated that the incident appears to be limited to its own infrastructure, and there is no evidence suggesting that the incident was caused by a vulnerability in the Lightning node software. ZEUS added that it has been strengthening its infrastructure using Trusted Execution Environments and the Validating Lightning Signer project, and stated that the project aims to mitigate such attacks in its upcoming architecture. ZEUS indicated that it will continue to provide updates as the investigation progresses.

According to official news, the stablecoin infrastructure provider Yellow Card has completed a strategic financing of $40 million, with participants including SC Ventures under Standard Chartered Bank, Sony Innovation Fund, Polychain Capital, and Blockchain Capital.This round of financing will be used to expand Yellow Card's end-to-end dollar account service for enterprises, "Global Dollar Account," and to expand stablecoin channels connecting global markets.

According to official news, the Ethereum infrastructure company Blockspace has been established, aiming to improve the off-chain protocol infrastructure of Ethereum and promote more global applications to access Ethereum's block space.Blockspace stated that the core business of Ethereum is to provide block space, and currently, over 90% of Ethereum block space traffic relies on infrastructure outside the protocol, which still has gaps in economic models, reliability, performance, and service capabilities.Blockspace recently completed a round of financing, led by BlueYard Capital, with participation from ether.fi Ventures, Quasar, SharpLink Gaming, and other institutions.Blockspace indicated that in the future, it will collaborate with the Blockspace Forum and the broader Ethereum community to accelerate the construction of off-chain infrastructure in Ethereum's transaction processes, with its business model entirely relying on ETH.The company will operate and support Ethereum infrastructure, including staking services, and will earn transaction fee rewards by generating blocks through its staked ETH, with the proceeds continuing to be used for staking.

According to Bloomberg, AI cloud infrastructure company Volta Infra Holdings announced the completion of $300 million in venture financing, with a valuation of $2.4 billion, led jointly by Andreessen Horowitz and Altimeter Capital, with participation from Nvidia and Dell Technologies founder Michael Dell.In addition, Volta has also secured a $5 billion customer financing pool to help small and medium-sized AI companies lower the threshold for purchasing Nvidia's high-end chips.The company simultaneously disclosed that it has signed a $10 billion, six-year cloud computing services contract with an unnamed leading AI developer, which will collaborate with Bitdeer to deliver services based on its 133-megawatt data center located in Norway.Volta was co-founded earlier this year by former Brookfield Asset Management infrastructure executive Ricard Boada and Sofia Gumuzio, and has currently secured 1 gigawatt of data center power resources, with plans to develop new sites in Texas and Wyoming, aiming to deploy multi-gigawatt computing capacity before 2030.

According to crypto KOL 0xSLK, Uniswap is developing a token issuance platform called "Pools" on the Robinhood Chain. The official website is now online, but the product is not yet open. The pools.trade page displays "Coming soon from Uniswap" and plays a video of a frog jumping into a pond. Research has found that the front-end code related to Pools contains a lot of product information, and its internal name is "Pools - create a token on Robinhood Chain." The "rh-cca" path is believed to be related to the Robinhood Chain and Uniswap's Continuous Clearing Auction (CCA) mechanism.The public code shows that Pools is expected to offer two token issuance models: Crowd Launch: using a 4-hour auction mechanism, with a fixed supply of 1 billion tokens, of which 50% is for auction, and the remaining 50% along with the raised funds is used to establish Uniswap v4 liquidity pools. If the $50,000 FDV target is reached, the tokens will complete migration and open for trading; otherwise, participants can get a refund. Instant Launch: similar to the Bonding Curve model, users can trade immediately, with 80% of tokens used for curve trading, and the remaining 20% and funds used for liquidity building, completing migration after reaching a $50,000 FDV. Currently, the on-chain infrastructure related to Pools has been deployed to the Robinhood Chain. Uniswap's official documentation shows that related contracts include CCA Factory, LiquidityLauncher, and LBPStrategy, among others. Data shows that related contracts have generated hundreds of auction events and completed hundreds of token creations and migrations.Meanwhile, several tokens borrowing the concept of Pools have emerged in the market. Researchers point out that there is currently no official POOLS token, and any tokens named Pools, pools.trade, or UniFrog have not been confirmed by Uniswap Labs. Among them, the meme coin FRONG (which briefly surpassed a market cap of $7 million this morning, rising over 90% in 24 hours) has attracted attention for using a frog image similar to that in the Pools promotional video, but it is still just a community-issued token and not an official Uniswap project. The market is currently focused on whether Uniswap will officially open pools.trade, announce the first official issuance project, and release verified official contract addresses.

According to official news, Mastercard has announced the completion of its acquisition of the stablecoin infrastructure company BVNK to enhance its global stablecoin service capabilities. Mastercard's Chief Product Officer stated that in a multi-currency world where various values coexist, including fiat currencies, stablecoins, and tokenized deposits, the next generation of payment models will be determined by the efficiency of connections across different rails. BVNK's on-chain infrastructure and stablecoin-native technology will help financial institutions, fintechs, and enterprises expand stablecoin application scenarios such as cross-border B2B payments, remittances, settlements, and cash flows.Previously, in March, it was reported that Mastercard planned to acquire BVNK for up to $1.8 billion.

According to CoinDesk, American Bitcoin (ABTC), a Bitcoin mining company associated with the Trump family, announced that President and interim Chief Financial Officer (CFO) Matt Prusak will leave on August 4 to join AI and energy infrastructure company Giga Energy as Chief Business Officer and interim CFO.Prusak stated that after "years of building the Bitcoin business," he will shift to the upstream energy infrastructure sector, focusing on the current power supply issues that limit the development of Bitcoin mining and AI computing.American Bitcoin was co-founded by Eric Trump and supported by Hut 8, and it is a publicly traded Bitcoin mining company listed on NASDAQ. Prusak was previously responsible for driving the company's Bitcoin accumulation strategy, including expanding hash power and increasing the BTC holdings per share.Giga Energy, headquartered in Houston, primarily develops power equipment and AI data center infrastructure. The company stated that it has delivered over 6.5GW of power infrastructure and is developing over 500MW of AI data center capacity.Industry insiders believe that Prusak's transition reflects the accelerating migration of the Bitcoin mining industry towards the AI infrastructure sector. As competition in the mining business intensifies and profit margins are pressured, more mining companies are beginning to leverage their own power resources, land reserves, and data center capabilities to enter the AI computing infrastructure market.As large tech companies compete for power and data center capacity, energy supply has become a core bottleneck for the expansion of AI computing, and companies with the ability to integrate power resources are gaining more attention.

According to financing data statistics from RootData, in July 2026, the crypto primary market disclosed a total of 46 financing events, with a total financing amount of approximately $2.235 billion, representing a month-on-month increase of about 148.9% compared to approximately $898 million in June, and a year-on-year increase of about 90.0% compared to approximately $1.176 billion in July 2025. The number of financing events increased by 4.5% compared to 44 events in June, but decreased by 41.0% compared to 78 events in the same period last year. Additionally, there were 18 merger and acquisition events not included in the above statistics.From the perspective of sector distribution, CeFi was the highest amount sector this month, completing 9 financings with a disclosed amount of approximately $1.230 billion; the infrastructure sector completed 12 financings with a disclosed amount of approximately $413 million, ranking first in the number of events; DeFi completed 11 financings, but the disclosed amount was approximately $34.25 million, overall showing a characteristic of "active quantity, smaller amounts."The top three projects by financing amount were: Crypto.com ($400 million), Ionic Digital ($400 million), and Securitize ($400 million). In addition, projects such as Augustus ($180 million), Alpaca ($135 million), Prime Intellect ($130 million), and Gauntlet ($125 million) also received significant financing. The top five financing projects this month totaled approximately $1.515 billion, accounting for about 67.8% of the overall disclosed financing scale.Overall, the crypto financing market in July showed a significant rebound in terms of amount, with Coinbase Ventures, Dragonfly, Hack VC, and others remaining active, and capital mainly flowing into trading platforms, asset tokenization, institutional-level financial infrastructure, and AI/computing power-related infrastructure projects.