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Morgan Stanley stated that although market expectations indicate that data center investment will slow down, the growth of AI semiconductor suppliers may continue to exceed the broader growth of cloud spending by 2028 due to strong demand for advanced chip packaging.It is expected that the total capacity of advanced packaging will grow by about 50% by 2028, while the capital expenditure growth of cloud service providers will be 12%.

On September 11, the B.AI platform announced that the total number of registered users has surpassed 2,500,129, increasing from 2.4 million to over 2.5 million, with an addition of 100,000 users in a short period. Behind this number is an increasing number of developers and AI users from around the world incorporating B.AI into their daily use and workflows, marking a shift of AI from a tool for a few explorers to a broader, more frequent, and more authentic application scenario. Meanwhile, B.AI continues to connect more models, more users, and more Agents, allowing intelligent capabilities to reach the world at a lower threshold, and completing the routing, measurement, and settlement of each invocation above the models and below the Agents. Welcome to log in to b.ai and immediately join the connection network of the intelligent world.

Market news says that next week the SpaceX AI team will start a company from scratch and will livestream the entire process.

The Chief Financial Officer of SpaceX stated that there is more confidence in the company reaching its annual revenue target of 100 billion dollars.

SpaceX stated that the next Starship flight will bring revenue.

According to The Information, SpaceX has disclosed that it will make significant adjustments to the construction methods of its AI data centers, which may slow the expansion rate of new data center campuses.According to insiders, Musk has recently assigned a group of rocket engineers to oversee the construction of data centers. Unlike his past emphasis on a "rapid action" management style, the new team has adopted a more cautious approach to construction. Two years ago, Musk built data centers for his AI business at a record pace, but this adjustment in construction methods may extend the construction timeline for the new campuses.

J.P. Morgan Private Bank macro investment strategist Patrick Ernst stated that the European Central Bank raised interest rates by 25 basis points as expected, which has a limited impact on the euro to dollar exchange rate.Ernst pointed out that the dollar may still dominate the market. If the U.S. CPI data exceeds expectations, it could weaken the upward momentum of the euro against the dollar. The U.S. CPI data for August will be released on Friday.

The UK Ministry of Defence has spent nearly $40 million on SpaceX's Starshield and Starlink satellite services.

Rackspace announced its participation in the NVIDIA Cloud Partner Program and launched NVIDIA Blackwell-based AI infrastructure for regulated enterprises and governments.

According to the official announcement from Zhipu, the "Citywide Coding Program" launched on September 10, providing coding package subsidies for employees in Hangzhou, students from universities in Hangzhou, and companies in Shangcheng District.The subsidy for individual quarterly and annual cards is 44% and 51%, respectively, while the subsidy for corporate annual cards is 55% (with a maximum limit of 1 million yuan per company). Each individual is limited to one use, and must choose between a quarterly or annual card, with a requirement to submit proof of social insurance participation or a student status verification report for application.

The supply chain reports that the capacity for high-end testing interfaces for AI chips is tight. NVIDIA has significantly raised prices to secure the capacity of mainstream testing interface vendors' probe cards and test sockets, causing some R&D and engineering validation demands to be squeezed out.Including wafer foundry TSMC and chip manufacturers, multiple supplier validations have been initiated to cope with the supply pressure after capacity has been locked.

The American commercial space startup Vast announced that its mission is scheduled for 2027, to be transported by SpaceX's "Dragon" spacecraft and launched by the "Falcon 9" rocket.

According to Gate market data, SpaceX's intraday decline has expanded to 5%.

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.

According to the French newspaper Le Monde, the United Arab Emirates will invest 1 billion dollars through its subsidiary Marlan Space, under the International Holding Company (IHC), in Loft Orbital, a space AI startup co-founded by France and the United States, to build an observation satellite constellation consisting of 50 satellites equipped with AI capabilities.Unlike traditional satellites that transmit data back to the ground for analysis, the company plans to use AI in space to process images, videos, and measurement data collected by the satellites directly, with AI entities identifying anomalies and issuing alerts within seconds.

JD Logistics released five new products and technologies of the "Wolf Pack" robots at the JDD JD Global Technology Explorers Conference, including the "Mother Wolf," which operates a 24/7 unmanned pharmacy, the "Smart Wolf" low-temperature version designed for cold chain scenarios, and the brand new embodied picking robot "Warehouse Wolf."Also released were the "Lone Wolf" sixth-generation intelligent delivery vehicle Plus version, which features L4 level autonomous driving capabilities, the industry's first logistics drone "Flying Wolf" L05 that supports fully unmanned operations, and the embodied agile arm "Strange Wolf," which has been scaled for application in sorting scenarios. JD Logistics is committed to building the world's largest army of embodied robot applications.

BlackRock strategists indicate that the impact of Japan's interest rate reset has transcended borders. Rising interest rates in the United States may weaken the yen and pressure the Bank of Japan to act more quickly; rising interest rates in Japan could attract more capital back home, weakening demand for U.S. Treasury bonds. Japan holds about 1.1 trillion U.S. dollars in U.S. Treasury bonds, and if 5% of that capital is repatriated, it would amount to 55 billion dollars.

Cryptocurrency exchange Kraken announced that kHYPE is now live. kHYPE is a wrapped version of HYPE, fully backed by Kraken at a 1:1 ratio and can be verified on-chain.This asset can be used in DeFi on the Ink chain and can be redeemed back to the original asset at any time.

Wells Fargo has lowered the target price for SpaceX (SPCX.O) from $215 to $212.

Licheng, Jingyuan Electronics, and Silergy all reported year-on-year and month-on-month revenue growth in August, with Licheng and Silergy setting new historical highs for two consecutive months. Licheng's consolidated revenue in August was 8.558 billion New Taiwan Dollars, a month-on-month increase of 3.48% and a year-on-year increase of 24.46%. After breaking the 8 billion mark for the first time in July and setting a historical high, August saw another record. The cumulative revenue for the first eight months reached 61.258 billion New Taiwan Dollars, a year-on-year increase of 30.83%. Jingyuan Electronics reported revenue of 4.08 billion New Taiwan Dollars in August, a month-on-month increase of 2.23% and a year-on-year increase of 31.58%. The cumulative revenue for the first eight months was 29.404 billion New Taiwan Dollars, a year-on-year increase of 35.53%. Silergy's revenue in August was 2.07 billion New Taiwan Dollars, with a month-on-month increase of nearly 3% and a year-on-year increase of nearly 29%. The cumulative revenue for the first eight months reached 15.26 billion New Taiwan Dollars, a year-on-year increase of over 20%.Licheng's main source of growth this year remains the rebound in demand for memory packaging and testing. Licheng previously anticipated that revenue in the third quarter would show single-digit quarter-on-quarter growth, with the fourth quarter having the potential to exceed the third quarter. The momentum for memory orders is expected to continue until the end of the year, with a positive market outlook at the beginning of next year. In addition to its core memory business, advanced packaging has become a key focus for the next phase of development. The panel-level packaging has already been adopted by American clients, and the production capacity of the P11 plant has been secured by clients, with plans to enter the mass production phase of integrated ASIC and HBM AI chips by mid-2027.Jingyuan Electronics has been actively expanding its high-end testing capacity in recent years, with AI-related products becoming an important driving force for its operations. The testing demand for AI GPUs, ASICs, and high-performance computing chips remains its main source of growth. Silergy pointed out that the demand for AI and high-speed interconnects is strong, including an increase in demand for high-performance computing chips such as CPUs, GPUs, ASICs, and AI accelerators. After completing the cleanroom construction at the newly acquired Hukou plant in February, Silergy began mass production in July, currently achieving 40% of the total capacity of the plant and gradually taking on new demand from overseas clients.