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Fidelity Global Macro Research Director Jurrien Timmer stated that Bitcoin has maintained its power law curve bottom and has adjusted long enough to meet the time factor of the four-year cycle.

According to the Securities Times, on August 27, the reporter learned from SenseTime that SenseTime's large device provides domestic computing power support and Token services for the GLM-5.3-Flash recently launched and open-sourced by Zhipu, which is considered another benchmark for the large-scale commercial use of domestic computing power. It was revealed that the daily average Token service volume of SenseTime's large device reached 24.2 trillion in July, and it is expected to exceed a daily average of 100 trillion by the end of 2026.

Zhao Changpeng stated at the "Bitcoin Asia 2026" conference in Hong Kong that Bitcoin itself does not weaken or strengthen government power; what truly matters is the choices made by the government. Historically, weak governments have sometimes led to better economic performance. For example, the U.S. government is relatively weak, yet it has created one of the strongest economies in the world; after the current SEC chairman relinquished some regulatory power, the industry actually experienced growth, while former chairman Gary Gensler's attempts to control everything stifled industry growth.He mentioned that Bitcoin, as a decentralized technology, allows individuals to have more sovereignty, but its privacy design has flaws, and on-chain transactions can be easily tracked; governments can choose whether to utilize these characteristics. For instance, declaring Bitcoin ownership illegal or imposing a 36% tax on every transaction would stifle industry development. The government may seem to have significant power, but a zero tax rate still results in zero revenue, while taxing a trillion-dollar market at 6% would yield substantial income.He also noted that most governments have relatively recognized Bitcoin, but many countries still lack a regulatory framework for cryptocurrencies. Among government officials, those who understand Bitcoin remain a minority, and in some countries, the older generation's dominance leads to a more conservative attitude. However, he does feel that a shift is occurring, despite some still holding the biased view that Bitcoin is primarily used by drug lords.

On August 27, NVIDIA announced its financial report, with Q2 revenue for FY2027 at $96.2B, a year-on-year increase of 106%. Data center revenue was $89.0B, a year-on-year increase of 117%. The Q3 revenue guidance is $108B, and it anticipates a revenue growth of about 70% for FY28. WEEX TradFi shows that the AI hardware sector is also rising, with Lumentum (LITE) up 10.16% in 24 hours, Arm (ARM) up 8.19%, and Western Digital (WDC) up 7.82%.WEEX Labs believes that this round of market activity is driven by "AI inflection point + high growth guidance," with funds spreading from GPUs to optical interconnects and storage. The short-term main focus remains on re-pricing guidance, and caution is advised regarding volatility after expectations are fulfilled.

CZ stated at the offline "Binance Life" book club meeting in Hong Kong that Hong Kong, as a financial center, has unique advantages in the flow of fintech talent, mainland talent, and institutional connections. Although it is not outstanding in infrastructure such as electricity and data centers, its competitiveness in the Web3 financial sector is evident. He believes that the current AI hype will not hinder the long-term development of Web3, and individuals should choose directions that interest them, that they are capable of, and that hold value; Hong Kong and Web3 are indeed a strong combination. Besides Hong Kong, he is also optimistic about Dubai and Abu Dhabi in the UAE, as well as the United States after its policy shift to support the crypto industry.CZ mentioned that the development speed of RWA has significantly exceeded his previous expectations, especially in terms of securities on-chain. Traditional stocks are limited by account opening thresholds, trading hours, and geographical restrictions. Once assets are on-chain, they can be directly accessible to global investors, significantly enhancing accessibility and liquidity, making them more attractive to countries and companies with smaller securities market sizes. RWA will be an important development direction moving forward, and stablecoins are essentially a type of RWA that brings fiat currency onto the chain. Currently, the market is mainly dominated by USD stablecoins, and in the future, more countries may promote their national currencies to be on-chain to expand their global circulation.He also stated that DEX has gradually evolved over the past eight years from products like Uniswap and PancakeSwap to Hyperliquid, with both infrastructure and user awareness significantly maturing. According to his current understanding, the regulatory pressure from the U.S. on decentralized products has eased compared to the past, and clearer separation models are beginning to appear between international platforms and those targeting U.S. users, with some international platforms not necessarily requiring comprehensive KYC. If the policy environment continues to relax, the development speed of DEX and the entire crypto industry may significantly accelerate in the coming years.

NVIDIA's Chief Financial Officer stated that the company will provide selective credit enhancement support for another cutting-edge AI laboratory's nearly 2 gigawatt computing power project.

NVIDIA (NVDA.O) Chief Financial Officer stated that for every 1 gigawatt of computing power deployed by Vera Rubin, there corresponds approximately $40 billion in revenue opportunities.

NVIDIA CEO Jensen Huang stated that computing power is revenue now.

Anthropic has agreed to pay Nscale $45 billion over the next 6 years to rent approximately 460 megawatts of AI computing power at its Monarch data center in West Virginia. Nscale will use NVIDIA's Vera Rubin chips, which are expected to be operational by the end of next year. The project was originally planned to be rented by Microsoft, but after Microsoft withdrew, Anthropic became the tenant.

One-stop AGI infrastructure platform B.AI released the latest ecological data: On August 25, the number of new API users reached 23,432 in a single day, with a total of 79,500 new API users during the period; the single-day token throughput exceeded 594.71 billion, with a total of 74.108 million calls during the period and a cumulative throughput of over 3 trillion tokens.Two core indicators simultaneously refreshed historical records. The continuous influx of developers and explosive growth in computing power demand confirm B.AI's exceptional stability and extreme cost-effectiveness in high concurrency and complex load scenarios. B.AI is committed to becoming the preferred inclusive computing infrastructure for global teams, accelerating the comprehensive implementation of AGI.

On August 26, according to WEEX TradFi market data, the nuclear energy and AI power sectors strengthened. Among them, OKLO rose 11.08% in 24 hours, URA rose 5.62%, and IREN rose 5.18%. In addition, NVDA rose 2% in 24 hours, with the market focusing on today's earnings report performance. Overall, the market's main line is a crossover of growth and energy security. WEEX Labs reminds that related assets are affected by policies and orders, and short-term fluctuations may be amplified. Currently, WEEX has launched stock token trading with a 0 fee rate.

In the latest podcast, SemiAnalysis founder Dylan Patel predicts that by 2028, OpenAI and Anthropic may account for 70% to 80% of the world's new AI computing power, with the total computing power scale potentially exceeding 100GW. Patel stated that the two companies currently account for about 30% of the world's annual new computing power, and this proportion is still rising rapidly.Patel pointed out that the business model of leading AI laboratories is changing, with a significant increase in the efficiency of AI computing power output. Currently, Anthropic's revenue per megawatt of computing power has reached about $50 million and may further rise to $100 million. This allows OpenAI and Anthropic to procure or lease computing power at high prices ranging from $25 million to $50 million per megawatt.Patel expects that global AI-related capital expenditures will reach about $11 trillion from 2024 to 2029, with over $5 trillion needing to be financed through debt. Due to the potential return on investment of AI infrastructure being far higher than that of traditional industries, tech giants may accept higher financing costs, thereby pushing up overall credit rates and squeezing the valuations of traditional assets and highly leveraged economies. Additionally, Patel believes that the new computing power may not primarily be used for providing model inference services externally, but may instead flow more towards internal research and development and self-improvement of models within AI laboratories.

According to Chao Xiang Research, a Morgan Stanley report points out that the total off-balance-sheet commitments disclosed by hyperscale vendors, Nvidia, and Broadcom have exceeded $3.1 trillion. Among them, lease commitments amount to $1.1 trillion, procurement commitments to $1.7 trillion, and the total on-balance-sheet debt and lease liabilities of hyperscale vendors is $770 billion.Amazon and Google's free cash flow turned negative in the second quarter of 2026, and Meta is expected to follow suit next quarter. Financing tools are restructuring the capital structure of AI computing power from six aspects: off-balance-sheet lease and procurement commitments constitute the first layer of financing, the proportion of debt issuance rises from 2% in 2025 to 19% in 2026, Google frees up $110 billion by cutting buybacks and issuing equity, Oracle's customer prepayments in the second quarter amount to $4.6 billion, and Broadcom and Nvidia launched a chip leasing SPV to support unrated AI labs.Morgan Stanley believes that as the financing structure itself becomes a core variable of the AI supply chain, the importance of tracking off-balance-sheet commitments and changes in accounting judgments is approaching that of tracking chip shipments themselves.

Tencent Group Senior Executive Vice President, CEO of Cloud and Smart Industries Group, Tang Daosheng, published an article in Tencent's internal publication, responding to external doubts about "Tencent being slow in AI." He stated that it is impossible to be completely untroubled; the Hunyuan large model has undergone multiple reconstructions, and Hunyuan Hy3 has shown outstanding performance among large models with equivalent parameters. However, due to the company's overall lack of computing power, the training of models and product development has been significantly slowed down, resulting in a considerable impact.Tang Daosheng mentioned that waking up early may not be the most critical factor; the second half of AI has just begun, and enduring longer provides the opportunity to seize the continuously emerging new opportunities.

The B.AI platform's daily computing power throughput has surpassed 59.078 billion tokens, achieving nearly an 8-fold explosive growth in just 8 days since August 18, continuously breaking historical peaks.From the hundred billion level to nearly 600 billion, the demand curve for B.AI's computing power continues to rise. The platform maintains stable operation amidst sustained high concurrency peaks and massive automated scheduling tasks, demonstrating extremely high system resilience and scheduling efficiency. Behind this steep growth curve is the global developers' high recognition of B.AI's exceptional cost-performance ratio and very low access threshold, which is accelerating the large-scale implementation of production-level AI Agents and automated workflows on the platform.At the same time, with the full launch of the MiMo series and the ongoing popularity of free model activities, the platform's ecosystem activity and developer stickiness are rising in tandem. B.AI will continue to deepen its focus on AI computing power and Agent financial infrastructure, providing more inclusive computing power supply and more stable infrastructure, fully accelerating the comprehensive implementation of AGI.

Stablecoin issuer Tether entered Uruguay in May 2023, planning to engage in sustainable Bitcoin mining and invest in energy production with local licensed companies. The project has two mining sites in the Florida province, with an estimated investment of 60 million USD each, totaling approximately 120 million USD.Uruguay's state-owned electricity company UTE had a disagreement with Tether regarding the electricity supply contract amount. Tether's Uruguayan entity Microfin stopped paying electricity bills in May 2025 and notified of its intention to terminate the contract in June; on July 25, UTE cut off power to the mining site, with Microfin owing nearly 5 million USD and monthly electricity costs of about 2 million USD.On November 25, 2025, Tether notified the Uruguayan labor department of its cessation of operations, with 30 out of 38 local positions being eliminated. UTE stated that Microfin had settled its debts by December; in 2025, 98% of Uruguay's electricity generation came from renewable energy.

On August 25, CITIC Construction Investment Research reported that on August 21, OpenAI reduced the price of GPT-5.6 SolAPI by over 20%, further lowering the cost of high-performance model calls, which is expected to drive growth in high Token scenarios such as Agent and code generation, continuously boosting demand for inference-side computing power.Alibaba's latest quarterly AI Cloud and Compute Services revenue was approximately 48.4 billion yuan, a year-on-year increase of 45%. Revenue from AI-related products has seen triple-digit growth for 12 consecutive quarters, confirming that AI demand is accelerating towards commercialization. We remain optimistic about the opportunities in the industrial chain driven by the commercialization of large models and the increase in computing power demand, including optical modules, servers, liquid cooling, and cloud computing.

The one-stop AI infrastructure platform B.AI has set new operational data records: yesterday's single-day computing power throughput exceeded 456.94 billion tokens, with 7,913 new registered users and 7,402 API users, all three metrics breaking historical records.This achievement fully validates the exceptional stability of the B.AI platform architecture under ultra-high concurrency and heavy load, and demonstrates that its inclusive computing vision is accelerating the attraction of global developers to access production-level AI agents and automated workflows at extremely low costs. B.AI will continue to optimize its one-stop AGI infrastructure, lower the threshold for AI applications, and drive cutting-edge intelligence efficiently into real productivity.